First Aid Needs Assessment and First Aid Policy

Work out the first-aid cover you need, record your decisions, and set out a clear first aid policy with logs and checklists.

Editable Word document
8
10pages
Guidance notes included
aml consultancy solutions

Health, safety & compliance

First Aid Needs Assessment and First Aid Policy

About this document

What it’s for

A written first-aid needs assessment that helps you decide how many first-aiders or appointed persons, what training, which kits and what facilities you need – followed by a first aid policy and the records that support it (first-aider register, kit checks and treatment log).

When to use it

  • When setting up first-aid arrangements for a new business or premises
  • When staff numbers, hazards, shifts or locations change
  • At least annually, and when a first-aider leaves or their certificate is due to expire

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

  1. Purpose and scope
  2. Responsibilities
  3. First-aid personnel and training
  4. First-aid equipment and facilities
  5. Procedure in an emergency
  6. Infection control
  7. Records and reporting
  8. Medication
  9. Homeworkers, travelling and lone workers
  10. Information for employees
  11. Review

Also included

  • Part 1 – First aid needs assessment
  • Outcome of the assessment
  • Register of first-aiders and appointed persons
  • First-aid kit check record
  • First-aid treatment log

How to complete it

  • Answer every question in Part 1 and note the implications for your provision
  • Record what you decide in the Part 1 outcome table
  • Complete the policy in Part 2 with names, locations and arrangements
  • Display first-aider names and kit locations, and tell all staff

Key points to check

  • HSE’s 2024 update to guidance L74 asks you to consider mental health in the needs assessment
  • Northern Ireland: the Health and Safety (First-Aid) Regulations (Northern Ireland) 1982 apply

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

Health, safety & compliance

£20

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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