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How to Complete your IOSH Project Assignment

Written by Andy Trainer – Wed 20 Nov 2013

You can now download our full IOSH Managing Safely Project Assignment Guide as an eBook to use on the go!

Here's a taster of what's inside:

Part of achieving your IOSH Managing Safely accreditation involves completing a project assessment about your workplace. To help you complete the assessment we have put together a 6 Part step-by-step guide.

Each stage of the process is covered thoroughly on our 4-day IOSH Managing Safely course, with plenty of time and opportunity to ask the trainer if you are not sure about anything. The course is arranged so that you are able to complete the project bit by bit over the four days.

The project assessment is based on your own work environment.

The person marking the assessment will not be the trainer who taught you and will not know anything about your workplace. While this gives you some valuable licence (which may be helpful) you will need to make sure you explain clearly things which may be obvious to you and those who work around you. You also need to be consistent as each part of the assessment relates to the others.

As with all assessments, the best advice is to read carefully what each of the sections requires and take your time.

To gain the accreditation there is also a multi format exam to complete; we've also put together some tips for completing the IOSH exam.

The project consists of a series of six forms you will need to complete and these follow a logical sequence.

Part 1 - Description of the work tasks that are your responsibility

A brief description/sketch of the location(s)

Although a sketch is not specifically required, it can be very difficult to describe the workplace accurately without one. Typical things to include would be:

  • Outline of the workplace, marking doors, windows, roller shutters, emergency exits, stairs, etc., giving dimensions where appropriate
  • Position of desks, benches, machines or other equipment and, if relevant, any power/compressed air sources, etc.
  • Brief description of the workplace, e.g. “carpenters’ workshop”, “sales office”, “car park”, “warehouse”, etc.

Description of the people who work or visit the area regularly or from time to time and how often they’re there

List all the people who may be present, even if they are not on a regular basis. Don’t forget to include people such as:

  • Employees who generally work elsewhere in the organisation but may sometimes or occasionally be there, for example to collect goods/stationery or use the photocopier, etc.
  • Contractors – including service engineers, cleaners, etc.
  • Any visitors – e.g. reps or perhaps members of the public, even trespassers if these are anticipated
  • For each of these groups of people don’t forget to indicate those regularly work there and those who are there from time to time, indicating roughly the frequency of their presence – e.g. cleaners will probably be there every day after working hours, service engineers perhaps once a month, employees from other parts of the establishment several times a day, etc.

Description of permanent and/or temporary pieces of equipment and substances used in your work environment

Equipment – depending on your workplace, this may include:

  • Tools – indicate whether these are hand tools, power or battery or air powered tools and the number of these present 
  • Computer equipment
  • Cleaning equipment – especially electrical appliances
  • Ancillary equipment, such as fans, fax machines, shredders, etc.


  • Make sure you list here any equipment you have indicated in your previous description/sketch and that certainly all large pieces of equipment are also shown in the description/sketch
  • Also make sure you list here any equipment likely to be used by anyone you have listed in the previous section who may only work in the area from time to time, e.g. cleaners’ equipment


  • List the substances used with an indication of the amounts involved 
  • Indicate the nature of any substances,– e.g. Capital Green CG04 Floor Cleaner


  • Don’t forget to include cleaning substances that may be used by cleaners or others you may have listed as working in the area in the previous section

Description of the activities carried out within your work environment

Look back at the sections you have already completed to make sure you don’t forget anything – for example:

  • The use of machinery you have indicated in your description/sketch, e.g. welder, computer, etc.
  • All the activities of the people you have listed as working in the area, not forgetting cleaning and maintenance
  • The use of relevant equipment (or substances) you have listed in the previous section – e.g. driving of fork lift trucks, cleaning components, etc.

For the full guide to completing your IOSH Project Assessment download our free IOSH Project Assessment eBook.

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