Conducting a Health and Safety Training Needs Analysis
INTRODUCTION
A health and safety training needs analysis is a systematic approach involving the employer and the health and safety committee to identify the training requirements necessary for maintaining a safe and healthy work environment while ensuring compliance with national legislative requirements.
UNDERSTANDING LEGAL REQUIREMENTS
Section 8 of the Occupational Health and Safety Act (OHSA) [Act 85 of 1993] outlines the employer’s responsibilities to provide preventative workplace health and safety training. This training must be based on a structured assessment of workplace risks and hazards to comply with legal standards and promote safety.
STEP-BY-STEP GUIDE FOR CONDUCTING A TRAINING NEEDS ANALYSIS
Step 1: Identify Workplace Hazards
The employer must identify and assess workplace hazards that pose a risk to the well-being of employees and the public. This process is called Hazard Identification and Risk Assessment (HIRA). During HIRA, it’s crucial to distinguish between the terms hazard, risk, and danger, as defined by the OHSA. The outcome of this assessment will inform your training needs analysis.
Step 2: Develop Health and Safety Procedures
Once hazards have been identified and analyzed, the employer must establish and implement precautionary health and safety procedures. This involves setting up systems and mechanisms to protect employees from identified risks and ensure compliance with the regulations.
Step 3: Provide Information, Instruction, Training and Supervision
The universal principle of providing information, instruction, training, and supervision is fundamental to health and safety management. This principle, which originated in the UK’s Health and Safety at Work Act of 1974, compels employers to offer hazard-specific or risk-based information and training. The employer must ensure that all relevant stakeholders understand these safety measures.
For more details on the differences between “information,” “instruction,” and “training,” refer to the article on our website:
[Difference Between Inform, Instruct, and Train as Required by the OHSA](https://intrasafe.co.za/difference-between-inform-instruct-and-train-as-required-by-the-ohsa-and-regulations/).
Step 4: Supervision and Enforcement
The OHSA is a self-regulatory piece of legislation. Failure to comply can result in criminal prosecution. To ensure adherence, the employer must develop policies and procedures that are supervised and enforced. The Act permits employers, under Section 16(2), to appoint managers or supervisors (referred to as General Supervisors in Section 8[2][i]), who are trained to understand and enforce safety measures.
Supervisors must be adequately trained to oversee all the classified hazards under their supervision. They should have the authority to implement precautionary measures and take disciplinary action if necessary. Note that this role is distinct from that of the functions of Health and Safety Representatives or the duties of OHS Practitioners, [who could be Section 16(2) appointees as well, as it involves direct enforcement and authority to stop work if safety standards are not met.
THE IMPORTANCE OF TRAINING AND SUPERVISION
An old saying holds true: “If you don’t train them, you can’t blame them.” This underscores the importance of proper training and ensuring that supervisors are well-equipped to handle compliance and safety issues.
RECOMMENDED STEPS FOR IMPLEMENTATION
- Conduct HIRA Training
Undertake comprehensive HIRA training to identify current safety policies and procedures.
We recommend participating in the INTRA Legal Compliance e-Learning Programme before commencing this activity: [HIRA eLearning Course](https://intrasafe.co.za/product/elearning-hira-hazard-identification-risk-assessment/).
Follow up by presenting the INTRA HIRA training material to relevant employees as part of their statutory training and development: INTRA HIRA Training Material.
This step includes a thorough analysis of past, present, and potential workplace incidents to identify training gaps and prioritiSe future training needs.
- Develop and Document the Training Needs Analysis
- Consider the following when documenting your needs analysis:
- Level of education and language of the learners
- Frequency and format of training sessions
- Measurable outcomes and evaluation methods
- Availability of learners and the need for refresher sessions
Timelines should be based on organiSational priorities and risk levels. Develop a comprehensive training matrix and an incremental development plan for each employee.
- Engage the Health and Safety Committee
Section 19 of the OHSA mandates that the employer consult with the health and safety committee to initiate, develop, promote, and review health and safety measures. Engage the committee when designing the training plan and consider their feedback in the implementation process.
- Effective Training Methods to Consider
- Online e-learning platforms
- Video-based training sessions
- Live interactive training
- Toolbox talks
- Classroom training (credit-bearing and non-credit-bearing)
- Practical demonstrations
CONCLUSION
Providing effective health and safety training is not just about meeting compliance requirements but also ensuring that employees are equipped with the knowledge and tools to work safely. A structured approach to conducting a training needs analysis, engaging the health and safety committee, and documenting every step will help you maintain a safe and legally compliant workplace.






