Free templates

Free toolbox talk record template (Excel)

A free toolbox talk record in Excel: an attendance sheet to print and sign at each talk, a log of every talk on every job, and links to the free toolbox talk material HSE publishes. No sign-up and no email address.

Download the record (Excel, 12 KB)

What is in it

Is a toolbox talk record a legal requirement?

No law names toolbox talks or asks for a record of them. The law asks for the briefing itself: employers must give workers the information, instruction, training and supervision they need (Health and Safety at Work etc. Act 1974, section 2), and under CDM 2015, regulation 15 a contractor must give each worker "appropriate supervision, instructions and information" for the work.

The record is how you show it happened. HSE's induction pack for smaller construction companies says to keep a record of content and attendees, and HSE's guidance on training notes that records help manage training, even when it is in-house.

What a good talk looks like

HSE describes a toolbox talk as "a short presentation to the workforce on a single aspect of health and safety". One topic, the people doing the work, a few minutes before they start, about the job in front of them. The record then says what was covered and who heard it.

Questions

Is the record free?

Yes. Download it, change it and share it. There is no sign-up and no email address to give.

Where do the talks themselves come from?

The Material sheet links to HSE's free talks. CITB also sells a book of toolbox talks. Write your own for anything specific to the job, such as a new method statement or a near miss on site.

How long should a signed sheet be kept?

The law sets no period for briefing records. Keep them at least as long as the job's other health and safety records, and longer if a claim or an investigation is possible.

Something here sounds familiar?

Half an hour on Teams, no charge. You describe the process that eats your week, and I tell you what I would build first and roughly what it would take.