Oil and Gas Safety Observation Program Review Checklist
Safety observation programs are a leading indicator of HSE culture and incident prevention. This quarterly review assesses program effectiveness and participation rates per IOGP and CCPS safety observation best practices.
- Industry: Oil & Gas / Energy
- Frequency: Quarterly
- Estimated Time: 20-30 minutes
- Role: HSE Manager / Safety Culture Coordinator
- Total Items: 31
- Compliance: IOGP Report 459 - Recommended Practices for Behavior-Based Safety, API RP 750 - Management of Process Hazards, OSHA Voluntary Protection Program (VPP) Safety Observation Requirements, CCPS Guidelines for Risk Based Process Safety
Observation Participation Metrics
Review participation rates.
- Total observation count for quarter documented?
- Observer participation rate meeting target (typically 80%+ of eligible observers)?
- Leadership observations (management, supervisor) meeting separate target?
- Observations crossing departmental boundaries (peer, supervisor, cross-functional)?
- Contractor observer participation included in program?
Observation Quality
Review observation quality.
- Sample of observations reviewed for quality and coaching effectiveness?
- Ratio of safe vs unsafe observations balanced (target 70-80% safe)?
- Observations specific with detailed descriptions rather than generic comments?
- Observation conversations evidencing two-way dialogue per BBS methodology?
- No evidence of punitive responses to unsafe observations reported?
Unsafe Act and Condition Trending
Review safety concern trends.
- Top 5 unsafe acts identified and trended for quarter?
- Top 5 unsafe conditions identified and trended?
- Repeated unsafe act/condition patterns identified and escalated?
- Observation data correlated with near-miss and incident data for validation?
- Trend reports shared with frontline workers and supervisors?
Corrective Action Closure
Review corrective action completion.
- Corrective action closure rate meeting target (typically 90%+ within 30 days)?
- No critical immediate-risk observations open beyond 24-48 hours?
- Systemic issues identified from patterns receiving CAPA at system level?
- Corrective action effectiveness verified by follow-up observations?
- Workers receiving feedback on corrective actions from their observations?
Program Management and Improvement
Review program management quality.
- Observer training completion rate current for all required personnel?
- Annual refresher training for observers completed?
- Safety observation database current and accessible to management?
- Annual program effectiveness evaluation completed?
- Program benchmarked against industry best practices?
Safety Culture Indicators
Assess safety culture metrics.
- Stop Work Authority usage rate tracked as culture indicator?
- Near-miss reporting rate trending (increasing = improving culture)?
- Hazard report submission rate meeting target?
- Annual safety culture survey or perception survey completed?
- Quarterly safety observation program report prepared for management?
- Leadership recognizing and celebrating safe observation behaviors?
Related Oil Gas Energy Checklists
- Oil and Gas HSE Management System Audit Checklist
- Oilfield Vehicle and Transportation Safety Inspection Checklist
- Hazardous Materials Storage and Handling Inspection Checklist
- Oil and Gas Permit-to-Work Compliance Inspection Checklist
- Oilfield Daily Safety and Operations Inspection Checklist
- Pipeline Integrity and Leak Detection Inspection Checklist
- Refinery Turnaround and Inspection Planning Checklist
- Process Hazard Analysis (PHA) Review and Update Checklist
Related Hse Compliance Checklists
- Oil and Gas HSE Management System Audit Checklist - FREE Download
- Oilfield Vehicle and Transportation Safety Inspection Checklist - FREE Download
- Hazardous Materials Storage and Handling Inspection Checklist - FREE Download
- Oil and Gas Permit-to-Work Compliance Inspection Checklist - FREE Download
Why Use This Oil and Gas Safety Observation Program Review Checklist?
This oil and gas safety observation program review checklist helps oil & gas / energy teams maintain compliance and operational excellence. Designed for hse manager / safety culture coordinator professionals, this checklist covers 31 critical inspection points across 6 sections. Recommended frequency: quarterly.
Ensures compliance with IOGP Report 459 - Recommended Practices for Behavior-Based Safety, API RP 750 - Management of Process Hazards, OSHA Voluntary Protection Program (VPP) Safety Observation Requirements, CCPS Guidelines for Risk Based Process Safety. Regulatory-aligned for audit readiness and inspection documentation.
Frequently Asked Questions
What does the Oil and Gas Safety Observation Program Review Checklist cover?
This checklist covers 31 inspection items across 6 sections: Observation Participation Metrics, Observation Quality, Unsafe Act and Condition Trending, Corrective Action Closure, Program Management and Improvement, Safety Culture Indicators. It is designed for oil & gas / energy operations and compliance.
How often should this checklist be completed?
This checklist should be completed quarterly. Each completion takes approximately 20-30 minutes.
Who should use this Oil and Gas Safety Observation Program Review Checklist?
This checklist is designed for HSE Manager / Safety Culture Coordinator professionals in the oil & gas / energy industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.
Can I download this checklist as a PDF?
Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.