Machine Guarding Toolkit

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Provide the necessary Electrical Controls Engineering skills and leadership to the Engineering and Operations departments to achieve optimal levels of safety, quality, productivity and delivery to assure internal and external Customer Satisfaction.

More Uses of the Machine Guarding Toolkit:

  • Identify and evaluate hazardous conditions and practices in the workplace, through learning manufacturing job processes with recommended Corrective Actions to reduce workplace incidents.

  • Be an active member of the safety committee with follow up at each facility to ensure progress of safety measures.

  • Provide Technical Support to front line leadership on matters related to occupational safety and health compliance and loss prevention.

  • Establish, implement, influence and present training programs in general safety and facility training and/or specialty area.

  • Be certain that your enterprise complies; hazards are controlled through means of engineering controls, as Machine Guarding, and administrative controls, as safety policies and programs.

  • Be certain that your design recommends and coordinates engineering and administrative controls to Reduce Risk and limit occupational exposure.

  • Inspect facilities to evaluate operational effectiveness and ensure compliance with safety and environmental regulations.

  • Confirm your organization ensures team and self operates all equipment safely and adheres to the relevant safety Policies and Procedures at all times.

  • Verify that all safety related devices, Machine Guarding, signage are in place and functioning prior to releasing equipment for production.

  • Establish that your business develops Health And Safety procedures and programs for all departments and monitors safety compliance to reduce associated risk.

  • Provide Technical Support on matters related to occupational safety and health compliance and loss prevention.

  • Head: partner with employees and supervisor to complete investigations, identification of root causes for all incidents.

  • Ensure you contribute; lead the development and execution of Health And Safety Policies and Procedures according to legal guidelines and advise management of integration into your organization culture.

  • Manage and operate machinery and equipment controls according to approved manufacturer instructions and procedures.

  • Provide expertise and support to on board new manufacturing sites, working with engineering, contractors and stakeholders.

  • Be accountable for providing Technical Support to managers and supervisors in the implementation of the Integrated Management System.

  • Advise organization personnel on proper techniques to avoid contamination of employees or the environment while working.

  • Anticipate, identify, and evaluate hazardous conditions and practices through work site knowledge, employee interactions, and work site inspections.

  • Verify that all safety related devices, Machine Guarding, signage are in place and functioning prior to production.

  • Deliver business initiatives for reducing business unit costs, improving quality and ensuring a safe work environment exists for all employees.

  • Be accountable for coordinating the identification of environmental aspects, Health And Safety hazards and evaluation of significance based on risk level.

  • Ensure you chart; lead the development and execution of Health And Safety Policies and Procedures in the workplace according to legal guidelines and advise site management of integration into it culture.

  • Arrange that your venture leads site initiatives to support the Polaris Safety and Health Policies and promotes cross site consistency on facility safety and environmental programs.

  • Develop training programs which encourage a safe and healthy work environment, and counsel all levels of management and employee owners on safety management programs and practices.

  • Confirm your team provides leadership for the Health, Safety and Environment Committee to ensure a safe working environment in compliance with government regulations and organization procedures.

  • Ensure you magnify; lead planning, establishing, implementing, and maintaining of occupational health, safety, and environmental programs.

  • Confirm your operation complies; implements and ensures compliance with environmental and safety training activities and programs intended to create a safe and healthy workplace.

  • Establish: own the management of change process and ensure its integration across the manufacturing, logistics, and engineering business enterprises.

  • Generate report on Health And Safety statistics and KPIs and ensure record keeping and reporting are timely and accurate.


Save time, empower your teams and effectively upgrade your processes with access to this practical Machine Guarding Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Machine Guarding related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Machine Guarding specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Machine Guarding Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Machine Guarding improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What is your Machine Guarding strategy?

  2. Who approved the Machine Guarding scope?

  3. Who will be responsible for making the decisions to include or exclude requested changes once Machine Guarding is underway?

  4. How do you know that any Machine Guarding analysis is complete and comprehensive?

  5. How do senior leaders deploy your organizations vision and values through your leadership system, to the workforce, to key suppliers and partners, and to customers and other stakeholders, as appropriate?

  6. If you got fired and a new hire took your place, what would she do different?

  7. Is the scope of Machine Guarding defined?

  8. How scalable is your Machine Guarding solution?

  9. What is effective Machine Guarding?

  10. What do you need to qualify?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Machine Guarding book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Machine Guarding self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Machine Guarding Self-Assessment and Scorecard you will develop a clear picture of which Machine Guarding areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Machine Guarding Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Machine Guarding projects with the 62 implementation resources:

  • 62 step-by-step Machine Guarding Project Management Form Templates covering over 1500 Machine Guarding project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the acquisition process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Machine Guarding project issues be unconditionally tracked through the issue resolution process?

  4. Closing Process Group: Did the Machine Guarding project team have enough people to execute the Machine Guarding project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are corrective actions taken when actual results are substantially different from detailed Machine Guarding project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Machine Guarding Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Machine Guarding project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Machine Guarding project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Machine Guarding project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Machine Guarding project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Machine Guarding project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Machine Guarding project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Machine Guarding project with this in-depth Machine Guarding Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Machine Guarding projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Machine Guarding and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Machine Guarding investments work better.

This Machine Guarding All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.