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SMS Templates and Forms


This section contains templates for a safety management plan (SMP) and for forms and checklists that could make up part of your standard operating procedures ( SOPs) .The templates show one way of doing things, but are not the only way of documenting your safety system. They will not cover every aspect of you operation, it is important to refer to the rest of this site to ensure you cover all safety topics. 

You may want to use some elements of the templates and not others, or you may elect not to use it at all. The main thing is that your safety system reflects how your operation does things and works well for you and your team.

Safety Management Plan (SMP) Template version 3

Note that this template has recently been updated (version 3) to reflect the new requirements of the Health and Safety at Work Act 2015.

A SMP template has been produced in consultation with WorkSafe NZ. It is designed to help operators meet the requirements of the Health and Safety in Employment Adventure Activities Regulations 2011. It does not cover the safe operating procedures part of your safety system.

The SMP template comes with a guidance document. For advice on how to use the template and guidance document watch the video at the bottom of this page.

  • To see the SMP Template version 3  click here
  • To see the SMP Template Guidance Document version 3  click here 
  • There is a SMP model on page 2  of this resource.

To see examples of other operator's SMPs, SOPs and forms click here

SOPS - forms and checklists templates

Note that some forms required updating to reflect the new requirements of the Health and Safety at Work Act 2015. The updated forms have '2017' in their titles. 

The templates in this section are best used alongside the examples from other operators in the Operators Forum section. It is very likely that you will need to change things within the templates to ensure they work well for the specifics of your operation and your team. 

Some of the templates include examples of content, these examples are in blue italics and are not designed to be part of the template itself. Delete the example text before using the templates.

More templates will be coming soon, check here regularly for updates.