Safety Budget Planner Template

Template to plan annual safety spending and tie controls to risk and outcomes.

Updated February 28, 2026 · 1 min read

Reviewed by: SafetyRegulatory Editorial Team

Regulation check: February 28, 2026

Next scheduled review: August 28, 2026

Map spending to high-risk exposures, regulatory requirements, and expected loss reduction.

How to Use

  1. Copy this structure into your site program docs.
  2. Fill fields with site-specific details.
  3. Keep signed/dated versions for audits.
  4. Review at least quarterly or after incidents.

Minimum Records to Keep

  • Version number and revision date.
  • Responsible owner and approval signature.
  • Completion evidence (photos, logs, attendance, or receipts).
  • Corrective action tracker with closeout dates.

Sources

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Related Guides

OSHA Inspection: What to Expect and How to Prepare OSHA Penalty Reduction: Informal Conference, Good Faith Credit, and Contesting Citations