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Free Guides and Templates for UK Employers

Plain-English answers to the questions managers, supervisors and business owners ask us most: what the health and safety law requires, how to run a risk assessment, how to manage and coach a team, and how to sell well. Every guide links to its primary source, and the templates are free to use and adapt.

Start With the Complete Guides

Complete guide · Risk Assessment

The 5 Steps to Risk Assessment, Explained

The HSE's 5 steps to risk assessment in plain English: identify hazards, assess and control the risks, record findings and review. With a worked example.

Complete guide · L&D Strategy and Measurement

Training Needs Analysis: How to Do One (Free Template)

How to do a training needs analysis: the three levels, a nine-step method, where to find evidence and how to prioritise. Free template in Word and Excel.

Complete guide · COSHH

What Is COSHH? The Complete Guide

What is COSHH? A plain-English guide to the COSHH Regulations 2002: what they cover, employer and employee duties, assessments, WELs and penalties.

Complete guide · Care Sector

Training for Care Homes: What CQC Expects

What CQC expects from care home training: Regulation 18, mandatory training for care workers, the Care Certificate and what a CQC inspection looks for.

Complete guide · Fire Safety

Fire Marshal and Fire Warden Duties

Fire warden duties explained: the legal basis, daily checks, what to do when the alarm sounds, PEEPs, fire drills, extinguishers and how many you need.

Complete guide · Coaching and Feedback

The GROW Coaching Model for Managers

The GROW model for managers: what Goal, Reality, Options and Will mean, example coaching questions for each stage, a worked example and common mistakes.

Free Templates

Preview each template on the page, then get the editable Word or Excel file free.

Free tool

Training Matrix Builder

Answer a few questions and get a bespoke training plan and matrix for your team, as a branded PDF and an editable Excel tracker.

Free template

Care Home Training Matrix

A training matrix for care homes and home care services in England: every member of staff against the Skills for Care statutory and mandatory topics, with a topic reference table, competency checks and a supervision and appraisal log.

Free template

COSHH Assessment Template

A free, editable COSHH assessment template for UK employers and supervisors: one form per hazardous substance or task, with a worked example for a bleach-based cleaner.

Free template

Fire Risk Assessment Template

A free, editable fire risk assessment template for UK workplaces, laid out in the five steps of the GOV.UK fire safety risk assessment guides, with an action plan, emergency plan, training record and review log.

Free template

First Aid Needs Assessment and Kit Checklist

A free, editable first aid needs assessment for UK workplaces, built on HSE's L74 checklist, with HSE's suggested numbers of first aiders, a record of the first aid cover you decide on, a first aid kit checklist with check dates and a review log.

Free template

Health and Safety Policy Template

An editable health and safety policy for small UK businesses, following HSE's three-part structure: statement of intent, responsibilities and arrangements.

Free template

Manual Handling Risk Assessment Template

A free, editable manual handling risk assessment template for UK employers and supervisors, built on the TILE factors in Schedule 1 of the Manual Handling Operations Regulations 1992, with an action plan, a review log and a worked example.

Free template

New Manager Toolkit

Four ready-to-use tools for new managers and team leaders: a one-to-one meeting template, an SBI feedback model card, a delegation planner and a first-90-days checklist.

Free template

Risk Assessment Template

A blank risk assessment form laid out in the HSE's five-step format, with worked example rows, for small and medium-sized UK businesses to record their significant findings.

Free template

Toolbox Talk Template

A free, editable toolbox talk plan and record for UK supervisors and team leaders: the topic, date and presenter, the key points, the questions to ask the group, the actions agreed and a signed attendance register.

Free template

Training Needs Analysis Template

A complete training needs analysis (TNA) template for small and mid-sized UK organisations: business goals, role and individual gap tables, a priority matrix and a training plan.

More Guides

Comparison · Sales

BANT vs MEDDIC: Qualifying Deals That Close

BANT vs MEDDIC compared: what each sales qualification framework checks, MEDDPICC, when each one fits and how to qualify without interrogating the buyer.

Comparison · Coaching and Feedback

Coaching vs Mentoring: What's the Difference?

Coaching vs mentoring: the key differences in focus, who leads, expertise and time frame, when to use each, and how to set up a simple mentoring scheme.

Template · COSHH

COSHH Assessment: How to Do One (Free Template)

How to do a COSHH assessment in eight steps, what the law requires, a worked example for wood dust, and a free COSHH assessment template in Word and Excel.

Health and Safety

Plain-English guides to UK health and safety law: RIDDOR, COSHH, risk assessment, manual handling, fire safety and IOSH, with free templates.

See all 22 health and safety guides

Management and Leadership

Practical guides for new and experienced managers: management vs leadership, management styles, coaching, feedback and one-to-ones.

See all 7 management and leadership guides

Sales

Practical B2B sales guides: consultative selling, discovery questions, qualifying deals, objection handling and negotiation.

See all 3 sales guides

Learning and Development

Guides for whoever looks after training: training needs analysis, training plans, measuring training, CPD and e-learning, with free templates.

See all 2 learning and development guides

Care and Agriculture

Guides for care home managers and agricultural businesses: training, team development and selling into farming.

See all 1 care and agriculture guides

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