Officer Due Diligence Pack
Turn WHS oversight into a clear record of action.
A practical digital toolkit for directors, executives and other officers who need to ask better questions, follow through on decisions and retain evidence of their due diligence. Plan your oversight, record what you checked and keep outstanding actions in view.
For $380 including GST, you receive a 33-page fillable PDF pack and an Excel command centre in one downloadable ZIP. The pack brings guidance, eleven reusable templates and activity tracking together in Safety Jon's professional format.
What you get
Fillable PDF: type directly into 184 entry fields, use 88 interactive checkboxes and save completed records. Structured notes areas and continuation space help you capture meaningful observations.
Eleven practical templates: ready for site visits, executive briefings, board reporting, learning, verification and follow-up.
Excel command centre: three graphs and a consolidated view of activity delivery, overdue actions, evidence gaps and reviews across the six due diligence areas.
Supporting registers: keep officer learning, control verification, resource decisions and action closure connected through consistent record references.
Make the next site visit count
Use the inspection and visit template to prepare your enquiries, record observations and worker discussions, and identify the evidence you need to follow up. Capture who will act, what must happen and how closure will be checked.
Keep your knowledge current
Use the knowledge plan, learning record and legal update assessment to organise relevant learning and assess changes affecting your operations. Record how new knowledge changes your questions, decisions and oversight, so attendance at a briefing becomes a useful part of your due diligence evidence.
See where follow-through is needed
The Excel command centre helps you see scheduled activity completion, overdue executive actions and gaps in evidence. Review progress against six due diligence areas and use the supporting registers to identify what needs attention at the next leadership meeting.
All eleven templates included
Officer WHS briefing record
Officer site inspection and visit
WHS board and executive report
Officer knowledge and learning plan
Officer learning and knowledge record
Legal and regulator update assessment
Critical control verification record
WHS resource and decision record
Executive action and closure record
Annual officer due diligence review
Officer assurance activity plan
Who it is for
Designed for directors, executives and other officers, and the WHS or governance professionals supporting them. Apply the prompts to your organisation's operations, risks and jurisdiction, with Australian WHS/OHS guidance and a separate Victorian legal lens included.
Download, complete and put it to work
Extract the ZIP, open the PDF in Adobe Acrobat Reader and use Microsoft Excel for the command centre. Set your reporting period, plan the activities, complete the relevant records and review actions and evidence regularly.
The PDF and workbook use matching references but do not synchronise automatically. Each workbook register has 300 prepared rows, with instructions for extending it.
This pack supports due diligence activity and evidence review. It does not certify legal compliance or replace an officer's judgement, operational verification or advice about specific obligations.
