Safety Management System · Example organizations

Three organizations. Three stages of maturity.

Explore how the same SMS connects work, controls, evidence and decisions as a system develops.

Fictional demonstration · Read only. All organizations, people, records and results are invented. Scenario snapshot: October 23, 2026. Maturity percentages describe system development. The OSHA bar covers listed documentation only; no worksite or condition compliance finding is made. Examples do not establish real employer compliance or certification.

Basic compliance · Fictional example

Cedar Creek Interior Contractors

Open my SMS workspace →

Assessment and audit trail

All 30 clause groups are populated. Open an area to follow its rationale, supporting examples and next steps. Scores use the same development calculation as the SMS workspace, held at the scenario date.

Development is the sum of credited stages ÷ (30 × 6). Evidence coverage is the share at stage 4 or above with a linked, current, non-document-only evidence record. These are fictional system-development indicators, separate from a legal compliance finding or Jenkins Report survey score.

4.1 · Organization and contextImplemented3/6

Documentation: Organization and context: Project scope sheets and crew briefings identify the current work and boundaries.
Implementation: Foremen confirm the scope at mobilization.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Record interested-party needs and review scope when the work changes.
Expected records: Organization and context: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.

4.2 · Workers and interested partiesDocumented2/6

Documentation: Workers and interested parties: Project scope sheets and crew briefings identify the current work and boundaries.
Implementation: Arrangements are being formalized; systematic implementation evidence has not been recorded for this group.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Record interested-party needs and review scope when the work changes.
Expected records: Workers and interested parties: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.

4.3 · System scopeImplemented3/6

Documentation: System scope: Project scope sheets and crew briefings identify the current work and boundaries.
Implementation: Foremen confirm the scope at mobilization.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Record interested-party needs and review scope when the work changes.
Expected records: System scope: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.

5.1 · Leadership, policy and accountabilityImplemented3/6

Documentation: Leadership, policy and accountability: The owner assigns foremen, funds required equipment and communicates the safety policy.
Implementation: Crew conversations influence the next day’s work.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Introduce a regular worker forum and a consistent response log.
Expected records: Leadership, policy and accountability: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.

5.2 · Worker participationDocumented2/6

Documentation: Worker participation: The owner assigns foremen, funds required equipment and communicates the safety policy.
Implementation: Arrangements are being formalized; systematic implementation evidence has not been recorded for this group.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Introduce a regular worker forum and a consistent response log.
Expected records: Worker participation: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.

5.3 · Management-system processesPlanned1/6

Documentation: Management-system processes: The owner assigns foremen, funds required equipment and communicates the safety policy.
Implementation: Arrangements are being formalized; systematic implementation evidence has not been recorded for this group.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Introduce a regular worker forum and a consistent response log.
Expected records: Management-system processes: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.

6.1 · Review processDocumented2/6

Documentation: Review process: Pre-task planning and inspections identify immediate work hazards.
Implementation: Arrangements are being formalized; systematic implementation evidence has not been recorded for this group.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Set measurable improvement objectives and connect them to owners and resources.
Expected records: Review process: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.

6.2 · Assessment and prioritiesImplemented3/6

Documentation: Assessment and priorities: Pre-task planning and inspections identify immediate work hazards.
Implementation: Priorities are set by the foreman for each task.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Set measurable improvement objectives and connect them to owners and resources.
Expected records: Assessment and priorities: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.

6.3 · Objectives and targetsPlanned1/6

Documentation: Objectives and targets: Pre-task planning and inspections identify immediate work hazards.
Implementation: Arrangements are being formalized; systematic implementation evidence has not been recorded for this group.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Set measurable improvement objectives and connect them to owners and resources.
Expected records: Objectives and targets: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.

6.4 · Implementation plans and resourcesPlanned1/6

Documentation: Implementation plans and resources: Pre-task planning and inspections identify immediate work hazards.
Implementation: Arrangements are being formalized; systematic implementation evidence has not been recorded for this group.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Set measurable improvement objectives and connect them to owners and resources.
Expected records: Implementation plans and resources: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.

7.1 · ResourcesImplemented3/6

Documentation: Resources: Role training, practical checks and current task instructions are maintained.
Implementation: A sample crew demonstrated the tool check and elevated-work setup.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Unify document version control across the three projects.
Expected records: Resources: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.

7.2 · Education, training and competenceEvidence available4/6

Documentation: Education, training and competence: Role training, practical checks and current task instructions are maintained.
Implementation: A sample crew demonstrated the tool check and elevated-work setup.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Unify document version control across the three projects.
Expected records: Education, training and competence: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

7.3 · Awareness and communicationImplemented3/6

Documentation: Awareness and communication: Role training, practical checks and current task instructions are maintained.
Implementation: A sample crew demonstrated the tool check and elevated-work setup.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Unify document version control across the three projects.
Expected records: Awareness and communication: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.

7.4 · Document controlDocumented2/6

Documentation: Document control: Role training, practical checks and current task instructions are maintained.
Implementation: Arrangements are being formalized; systematic implementation evidence has not been recorded for this group.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Unify document version control across the three projects.
Expected records: Document control: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.

8.1 · Operational planning and controlEvidence available4/6

Documentation: Operational planning and control: Foremen check access, equipment and task controls before work begins.
Implementation: Field checks sampled the selected work controls described in the operating records.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Create consistent procurement and change-review records for all projects.
Expected records: Operational planning and control: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

8.2 · Identifying system issuesImplemented3/6

Documentation: Identifying system issues: Foremen check access, equipment and task controls before work begins.
Implementation: Field checks sampled the selected work controls described in the operating records.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Create consistent procurement and change-review records for all projects.
Expected records: Identifying system issues: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.

8.3 · Risk assessmentImplemented3/6

Documentation: Risk assessment: Foremen check access, equipment and task controls before work begins.
Implementation: Field checks sampled the selected work controls described in the operating records.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Create consistent procurement and change-review records for all projects.
Expected records: Risk assessment: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.

8.4 · Hierarchy of controlsEvidence available4/6

Documentation: Hierarchy of controls: Foremen check access, equipment and task controls before work begins.
Implementation: Field checks sampled the selected work controls described in the operating records.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Create consistent procurement and change-review records for all projects.
Expected records: Hierarchy of controls: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

8.5 · Design review and changeDocumented2/6

Documentation: Design review and change: Foremen check access, equipment and task controls before work begins.
Implementation: Arrangements are being formalized; systematic implementation evidence has not been recorded for this group.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Create consistent procurement and change-review records for all projects.
Expected records: Design review and change: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.

8.6 · ProcurementDocumented2/6

Documentation: Procurement: Foremen check access, equipment and task controls before work begins.
Implementation: Arrangements are being formalized; systematic implementation evidence has not been recorded for this group.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Create consistent procurement and change-review records for all projects.
Expected records: Procurement: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.

8.7 · ContractorsImplemented3/6

Documentation: Contractors: Foremen check access, equipment and task controls before work begins.
Implementation: Field checks sampled the selected work controls described in the operating records.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Create consistent procurement and change-review records for all projects.
Expected records: Contractors: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.

8.8 · Occupational healthImplemented3/6

Documentation: Occupational health: Foremen check access, equipment and task controls before work begins.
Implementation: Field checks sampled the selected work controls described in the operating records.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Create consistent procurement and change-review records for all projects.
Expected records: Occupational health: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.

8.9 · Emergency preparednessEvidence available4/6

Documentation: Emergency preparedness: Foremen check access, equipment and task controls before work begins.
Implementation: Field checks sampled the selected work controls described in the operating records.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Create consistent procurement and change-review records for all projects.
Expected records: Emergency preparedness: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

9.1 · Monitoring and assessmentImplemented3/6

Documentation: Monitoring and assessment: Inspections and event follow-up correct immediate problems.
Implementation: Foremen discuss findings with their crews.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Develop a whole-system audit, trend review and effectiveness follow-up process.
Expected records: Monitoring and assessment: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.

9.2 · Incident investigationImplemented3/6

Documentation: Incident investigation: Inspections and event follow-up correct immediate problems.
Implementation: Foremen discuss findings with their crews.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Develop a whole-system audit, trend review and effectiveness follow-up process.
Expected records: Incident investigation: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.

9.3 · AuditsPlanned1/6

Documentation: Audits: Inspections and event follow-up correct immediate problems.
Implementation: Arrangements are being formalized; systematic implementation evidence has not been recorded for this group.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Develop a whole-system audit, trend review and effectiveness follow-up process.
Expected records: Audits: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.

9.4 · Corrective actionsImplemented3/6

Documentation: Corrective actions: Inspections and event follow-up correct immediate problems.
Implementation: Foremen discuss findings with their crews.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Develop a whole-system audit, trend review and effectiveness follow-up process.
Expected records: Corrective actions: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.

9.5 · Feedback and organizational learningPlanned1/6

Documentation: Feedback and organizational learning: Inspections and event follow-up correct immediate problems.
Implementation: Arrangements are being formalized; systematic implementation evidence has not been recorded for this group.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Develop a whole-system audit, trend review and effectiveness follow-up process.
Expected records: Feedback and organizational learning: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.

10.1 · Management review processPlanned1/6

Documentation: Management review process: The owner discusses unresolved issues informally with foremen.
Implementation: Arrangements are being formalized; systematic implementation evidence has not been recorded for this group.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Establish scheduled management review with recorded inputs, decisions and follow-up.
Expected records: Management review process: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.

10.2 · Review outcomes and follow-upPlanned1/6

Documentation: Review outcomes and follow-up: The owner discusses unresolved issues informally with foremen.
Implementation: Arrangements are being formalized; systematic implementation evidence has not been recorded for this group.
Evaluation: Not yet evaluated as a complete management-system process.
Effectiveness: Effectiveness is not yet established for this group.
Next step: Establish scheduled management review with recorded inputs, decisions and follow-up.
Expected records: Review outcomes and follow-up: scope, responsible roles, implementation records, worker input and follow-up appropriate to the work.
Responsible role: Owner / project foreman
Next review / action due: 2026-11-20

Linked evidence and actions

No supporting evidence is linked for this group. Its credited stage remains below evidence-supported implementation.