Safety Management System Training Service | in Dammam - Riyadh - Jeddah - Makkah

1. Introduction to Safety Management Systems

1.1 SMS Fundamentals and Business Case

• Safety management system definition including (systematic approach, proactive management, integration with business operations, continuous improvement)

• SMS evolution including (traditional safety programs, behavior-based safety, systems approach, Plan-Do-Check-Act cycle)

• Business benefits including (injury reduction, cost savings, productivity improvement, legal compliance, reputation enhancement, competitive advantage)

• Return on investment including (direct cost savings, indirect cost avoidance, insurance premium reduction, litigation prevention)

1.2 SMS Standards and Frameworks

• ISO 45001:2018 structure per Annex SL including (high-level structure, leadership, planning, support, operation, performance evaluation, improvement)

• OHSAS 18001 to ISO 45001 transition including (key differences, migration requirements, timeline, certification)

• OSHA VPP elements including (management leadership, worker participation, worksite analysis, hazard prevention and control, safety and health training)

• ILO-OSH 2001 Guidelines including (international labor organization framework, policy, organizing, planning and implementation, evaluation, improvement)

1.3 SMS Implementation Approach

• Gap analysis methodology including (current state assessment, standard requirements comparison, deficiency identification, prioritization)

• Implementation planning including (project phases, resource allocation, timeline development, stakeholder engagement)

• Change management including (resistance management, communication strategies, training needs, behavioral change)

• Integration with existing systems including (quality management ISO 9001, environmental management ISO 14001, integrated management systems)

2. Leadership and Safety Culture

2.1 Management Leadership and Commitment

• Leadership responsibilities per ISO 45001 Clause 5 including (policy establishment, accountability, resource provision, active participation)

• Visible leadership including (workplace presence, safety communications, recognition programs, incident response involvement)

• Safety accountability systems including (performance objectives, consequence management, behavioral expectations, role modeling)

• Resource allocation including (budget allocation, staffing, equipment, training investment, technology)

2.2 Worker Participation and Consultation

• Worker participation requirements per ISO 45001 Clause 5.4 including (consultation mechanisms, non-retaliation, opportunity provision, feedback)

• Consultation and participation mechanisms including (safety committees, toolbox talks, suggestion programs, incident investigations)

• Safety committee structure including (composition, charter, meeting frequency, authority, reporting)

• Employee engagement strategies including (involvement in hazard identification, solution development, procedure review, improvement initiatives)

2.3 Safety Culture Assessment and Development

• Safety culture maturity levels including (pathological, reactive, calculative, proactive, generative per Hudson's model)

• Culture assessment methods including (surveys, focus groups, observations, incident analysis, safety perception studies)

• Culture change strategies including (leadership modeling, communication campaigns, recognition programs, competency development)

• Behavioral safety programs including (observation systems, peer-to-peer feedback, positive reinforcement, data-driven improvement)

3. Safety Policy and Strategic Planning

3.1 Safety Policy Development

• Policy requirements per ISO 45001 Clause 5.2 including (prevention commitment, legal compliance, consultation, continual improvement)

• Policy content elements including (scope, commitments, framework for objectives, documented information, communication)

• Policy communication including (accessibility, language translation, training, poster displays, onboarding integration)

• Policy review and revision including (annual review, regulatory updates, organizational changes, performance assessment)

3.2 Strategic Safety Planning

• Context of organization per ISO 45001 Clause 4.1 including (internal issues, external issues, stakeholder needs, scope determination)

• Interested parties analysis including (workers, contractors, regulators, customers, community, suppliers, insurance)

• Risk and opportunity assessment including (SWOT analysis, strategic risks, improvement opportunities, resource optimization)

• Safety objectives setting per ISO 45001 Clause 6.2 including (SMART criteria, alignment with policy, measurable indicators, resource plans)

3.3 Legal and Compliance Management

• Legal compliance requirements per ISO 45001 Clause 6.1.3 including (identification process, access to regulations, applicability determination, update mechanisms)

• Compliance register development including (regulatory database, requirement extraction, responsibility assignment, monitoring frequency)

• Compliance evaluation including (audits, inspections, regulatory reporting, non-conformance tracking, corrective actions)

• Regulatory monitoring including (subscription services, industry associations, legal counsel, government websites, training updates)

4. Hazard Identification and Risk Assessment

4.1 Hazard Identification Processes

• Hazard identification requirements per ISO 45001 Clause 6.1.2.1 including (routine and non-routine activities, emergency situations, people access, changes)

• Identification methods including (workplace inspections, job safety analysis, process hazard analysis, incident investigation, worker reports)

• Hazard categories including (physical, chemical, biological, ergonomic, psychosocial, environmental)

• Proactive identification including (design review, change management, pre-task planning, procurement review)

4.2 Risk Assessment Methodologies

• Risk assessment principles including (likelihood determination, severity assessment, risk level calculation, control hierarchy)

• Qualitative methods including (risk matrix 3x3 or 5x5, descriptive scales, expert judgment, team-based assessment)

• Semi-quantitative methods including (numerical rating, weighted scoring, Fine-Kinney method, comparison capability)

• Bow-Tie analysis including (threat identification, preventive barriers, consequence analysis, recovery barriers, visual representation)

4.3 Risk Control and Treatment

• Hierarchy of controls per ISO 45001 Clause 8.1.2 including (elimination, substitution, engineering controls, administrative controls, PPE)

• Control selection criteria including (effectiveness, feasibility, cost-benefit, sustainability, worker acceptance)

• Residual risk management including (acceptance criteria, additional controls, monitoring requirements, communication)

• Risk treatment planning including (action plans, responsibilities, timelines, resource allocation, verification)

5. Organizational Roles and Competency

5.1 Roles, Responsibilities, and Authorities

• Organizational structure including (safety department, line management, workers, contractors, specialists)

• Role definition per ISO 45001 Clause 5.3 including (accountability assignment, authority delegation, documented responsibilities, communication)

• Safety professional roles including (safety manager, safety officer, industrial hygienist, occupational health nurse, ergonomist)

• Line management accountability including (hazard control, worker training, incident reporting, performance monitoring, resource utilization)

5.2 Competency and Training Management

• Competency requirements per ISO 45001 Clause 7.2 including (education, training, experience, demonstrated ability)

• Training needs analysis including (role requirements, regulatory mandates, hazard exposure, skills gaps, performance deficiencies)

• Training program development including (learning objectives, content design, delivery methods, practical exercises, evaluation)

• Training effectiveness evaluation including (knowledge testing, skill demonstration, behavioral observation, performance metrics, feedback)

5.3 Awareness and Communication

• Awareness requirements per ISO 45001 Clause 7.3 including (policy, objectives, contributions, incident reporting, hazard awareness)

• Communication planning per ISO 45001 Clause 7.4 including (internal communication, external communication, content determination, timing, methods)

• Communication methods including (toolbox talks, safety meetings, bulletin boards, newsletters, digital platforms, apps)

• Contractor communication including (orientation, hazard information, emergency procedures, coordination, performance expectations)

6. Operational Controls and Emergency Preparedness

6.1 Operational Planning and Control

• Operational control requirements per ISO 45001 Clause 8.1 including (risk control implementation, process criteria, procurement controls, contractor management)

• Safe work procedures including (development methodology, task analysis, hazard integration, approval process, accessibility)

• Permit-to-work systems including (hot work, confined space, excavation, electrical work, working at height)

• Change management per ISO 45001 Clause 8.1.3 including (temporary changes, permanent changes, risk assessment, control implementation, review)

6.2 Contractor and Supplier Management

• Contractor safety management including (prequalification, orientation, site-specific training, work coordination, performance monitoring)

• Procurement controls per ISO 45001 Clause 8.1.4 including (safety specifications, supplier evaluation, product information, equipment standards)

• Contractor oversight including (permit compliance, toolbox talks, inspections, incident reporting, corrective actions)

• Contractor performance evaluation including (safety metrics, audit results, incident analysis, contract renewal criteria)

6.3 Emergency Preparedness and Response

• Emergency planning per ISO 45001 Clause 8.2 including (scenario identification, response procedures, resources, communication, drills)

• Emergency response procedures including (evacuation, shelter-in-place, medical emergency, fire, chemical spill, natural disasters)

• Emergency organization including (incident commander, emergency coordinator, first aid team, evacuation wardens, crisis management)

• Emergency drills and exercises including (frequency, scenarios, evaluation, improvement, documentation)

7. Performance Monitoring and Measurement

7.1 Monitoring, Measurement, and Analysis

• Performance monitoring per ISO 45001 Clause 9.1.1 including (what to monitor, methods, criteria, frequency, analysis, evaluation)

• Leading indicators including (safety observations, near-miss reports, training completion, inspection findings, hazard reports)

• Lagging indicators including (injury rates TRIR, LTIR, DART, severity rates, workers' compensation costs, first aid cases)

• Data collection systems including (HRIS integration, incident management software, inspection apps, audit platforms, dashboards)

7.2 Compliance Evaluation and Legal Audits

• Compliance evaluation per ISO 45001 Clause 9.1.2 including (frequency, methodology, evaluation criteria, responsibility, records)

• Legal audit process including (compliance register review, regulatory walkthrough, documentation verification, corrective action)

• Self-assessment tools including (checklists, gap analysis, compliance matrices, scoring systems)

• Regulatory inspection preparation including (readiness reviews, mock inspections, deficiency correction, record organization)

7.3 Incident Investigation and Analysis

• Incident investigation per ISO 45001 Clause 10.2 including (investigation team, methodology, root cause analysis, corrective actions)

• Investigation methodologies including (ICAM, TapRooT, 5 Whys, Fishbone Diagram, timeline development)

• Root cause categories including (organizational factors, job factors, individual factors, equipment factors)

• Incident trending and analysis including (common causes, high-risk areas, systemic issues, preventive opportunities)

8. Internal Audit and Management Review

8.1 Internal Audit Program

• Audit requirements per ISO 45001 Clause 9.2.2 including (frequency, scope, criteria, methods, impartiality, competence)

• Audit planning including (annual schedule, scope definition, auditor selection, checklist development, notification)

• Audit process including (opening meeting, document review, interviews, observation, sampling, evidence collection, closing meeting)

• Auditor competency including (audit training, ISO 45001 knowledge, industry understanding, communication skills, independence)

8.2 Audit Execution and Reporting

• Audit techniques including (questioning, listening, document examination, observation, verification, triangulation)

• Nonconformity classification including (major nonconformity, minor nonconformity, opportunity for improvement, observation)

• Audit reporting including (findings documentation, evidence references, nonconformity description, recommendations, timelines)

• Follow-up and verification including (corrective action review, effectiveness verification, closure criteria, documentation)

8.3 Management Review

• Management review per ISO 45001 Clause 9.3 including (frequency typically annual, inputs, outputs, decisions, documentation)

• Review inputs including (audit results, performance data, incidents, legal changes, stakeholder feedback, improvement opportunities)

• Review outputs including (continual improvement decisions, resource needs, policy updates, objective revisions)

• Action tracking including (decision implementation, responsibility assignment, completion verification, effectiveness review)

9. Corrective Action and Continuous Improvement

9.1 Nonconformity and Corrective Action

• Corrective action per ISO 45001 Clause 10.2 including (react to nonconformity, evaluate actions, determine causes, implement actions, review effectiveness)

• Root cause analysis application including (systematic investigation, causal factor identification, organizational weaknesses, preventive opportunities)

• Corrective action planning including (specific actions, timelines, responsibilities, resource requirements, verification methods)

• Effectiveness verification including (performance monitoring, audit verification, recurrence prevention, similar situations review)

9.2 Continual Improvement Methodologies

• Continual improvement per ISO 45001 Clause 10.3 including (suitability, adequacy, effectiveness enhancement, performance improvement)

• Plan-Do-Check-Act cycle including (planning improvements, implementation, results checking, action integration)

• Safety improvement tools including (Kaizen, Six Sigma, Lean, 5S, error-proofing, standardization)

• Innovation and best practices including (benchmarking, lessons learned, technology adoption, industry collaboration)

9.3 Safety Performance Improvement

• Performance target setting including (baseline establishment, improvement goals, stretch targets, timeline determination)

• Action plan development including (initiative identification, prioritization, resource allocation, milestone tracking)

• Barrier removal including (constraint identification, resource provision, process simplification, empowerment)

• Celebrating success including (recognition programs, communication of achievements, milestone celebrations, continuous motivation)

10. SMS Documentation and Records

10.1 Documented Information Requirements

• Documentation requirements per ISO 45001 Clause 7.5 including (policy, objectives, scope, processes, legal requirements, records)

• Document hierarchy including (policy, procedures, work instructions, forms, records)

• Document control including (approval, review, update, version control, accessibility, protection)

• Record management including (creation, retention periods, protection, retrieval, disposition, legal requirements)

10.2 SMS Manual and Procedures

• SMS manual development including (system overview, policy, scope, processes, roles, exclusions, references)

• Core procedures including (hazard identification, risk assessment, incident investigation, audit, management review, corrective action)

• Work instructions including (task-specific procedures, equipment operation, emergency response, inspection checklists)

• Forms and templates including (standardization, ease of use, data collection, analysis capability)

10.3 Digital Documentation Systems

• Document management systems including (cloud platforms, version control, access control, search capability, mobile access)

• Electronic records including (incident reports, training records, inspection results, audit findings, certificates)

• Data security including (backup, access restrictions, confidentiality, integrity, availability)

• System integration including (HRIS, ERP, maintenance systems, quality systems, unified data)

11. Certification and External Audit

11.1 Certification Process

• Certification value including (external verification, customer requirements, competitive advantage, credibility, continuous improvement driver)

• Certification body selection including (accreditation verification, industry experience, cost, availability, reputation)

• Stage 1 audit including (documentation review, readiness assessment, system understanding, non-conformities, Stage 2 planning)

• Stage 2 audit including (implementation verification, effectiveness evaluation, site inspection, interviews, certification decision)

11.2 Surveillance and Recertification

• Surveillance audits including (annual or semi-annual frequency, sample-based, focused scope, ongoing compliance)

• Recertification cycle including (three-year validity, comprehensive review, full system assessment, certificate renewal)

• Maintaining certification including (continual improvement, addressing nonconformities, system updates, performance maintenance)

• Certification suspension or withdrawal including (major nonconformities, system breakdown, corrective action failure, restoration process)

11.3 Audit Preparation and Response

• Pre-audit preparation including (system review, mock audit, deficiency correction, document organization, personnel briefing)

• Opening meeting protocol including (introductions, agenda review, logistics, confidentiality, question opportunity)

• Audit participation including (escort responsibilities, evidence provision, question response, transparency, professionalism)

• Closing meeting and findings including (nonconformity presentation, clarification, corrective action commitment, timeline agreement)

12. Industry-Specific SMS Applications

12.1 Construction Safety Management

• Construction-specific hazards including (falls, struck-by, caught-between, electrocution, excavation, scaffolding)

• Site-specific safety plans including (hazard analysis, control measures, emergency response, coordination, subcontractor management)

• Safety coordination including (multiple contractors, logistics, permit coordination, inspection scheduling)

• Project closeout including (lessons learned, final inspection, documentation transfer, demobilization)

12.2 Manufacturing SMS

• Machine safety including (guarding per ANSI B11, lockout/tagout per OSHA 29 CFR 1910.147, automation hazards)

• Process safety management per OSHA 29 CFR 1910.119 including (highly hazardous chemicals, process hazard analysis, mechanical integrity)

• Lean and safety integration including (waste elimination, error-proofing, standardization, visual management, 5S)

• Maintenance safety including (preventive maintenance, predictive maintenance, contractor coordination, confined spaces)

12.3 Oil and Gas SMS

• Upstream operations including (drilling hazards, well control, H2S exposure, offshore platforms, marine operations)

• Downstream operations including (refining processes, pressure systems, flammable materials, process upsets)

• Pipeline integrity including (corrosion control, leak detection, emergency response, regulatory compliance)

• Major accident prevention including (process safety, barrier management, safety critical equipment, emergency shutdown systems)