One of the steps in Process Safety Management (PSM) implementation is to complete a qualitative gap analysis against the PSM standard (in this case, the CSA Z767 standard). To perform this gap analysis, PSM Self-Assessment Worksheets have been developed as part of the current work. These documents are for the training and competency element.
Training and competency refers to the system in place to ensure that personnel have the required qualifications and competencies to fulfill their roles and responsibilities and conduct their tasks safely and effectively; includes experience, education and training.
The Self-Assessment and Action Plan Worksheet and the resources and industry best practices below are intended to help integrate the investigation element into your workplace.
Learn more about the PSM initiative here.
Key Resources
- How to Use PSM Self-Assessment & Action Plans
- Integrating Process Safety Management into Canadian Wood Pellet Facilities that Generate Combustible Wood Dust [Rayner Brown, K., Murray, G., Laturnus, B., Yazdanpanah, F., Cloney, C., Amyotte, P.R. The Canadian Journal of Chemical Engineering. 102, 4085-4103., 2024]
- Managing Risks in Manufacturing Workplaces: How to Use the Self-Evaluation Tool [WorkSafeBC, 2022]
- Enhancing Health & Safety Culture & Performance: Self-Evaluation Tool for Managing Risks in Manufacturing Workplaces [WorkSafeBC, 2023]
Industry Best Practices
- A Guide to Enhancing Process Safety and Plant Efficiency Through the Competence of Control Room Operators (CROs) [Leach and Wright, 2014]
- HSE Requirements for Contractors [Hitachi Energy, 2025]