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PSM Auditing

psm audit

Course Overview

The goal of this course is to provide a detailed understanding of the process safety management (PSM) auditing process. The course will focus on establishing an audit team, developing a site audit manual and implementing an auditing program at a site. Participants will collaborate in small groups to analyze scenarios using incident videos and case studies. Throughout the course real-time incidents will be added, such as responding to critical audit findings, requiring participants to react as they would in a real-life scenario.


The PSM Auditing course is designed for operations and maintenance managers; operations, technical, and maintenance engineers; PSM audit element leaders and team members; site process safety management (PSM) leaders and team members; and any person who could potentially lead or resource a PSM audit. Participants are expected to be knowledgeable in all PSM elements and be experts in a number of the elements.

Learning Objectives

In order to accelerate skill development, this course features a problem-based learning approach that provides a collaborative jobfocused experience. Participants will identify the essential elements of auditing including roles and responsibilities, develop an audit schedule, assemble an effective audit team, complete pre-audit preparations, follow the steps for conducting an audit, and collect audit-related feedback. They will also write recommendations; identify components for an opening and closing conference; create an effective audit report; get the steps involved in conducting a future state visioning activity; and collaboratively build a personal compilation of recommendations to apply on the job.

Length: 2-day course

  • PSM 101: PSM Overview
  • Prior exposure to operations, maintenance, or projects

Module 1:

Introduction to Auditing
This module gives a foundation for understanding auditing and how it fits into the PSM process.

Module 2:

Auditing Roles and Responsibilities
Participants will hear about the role of auditors and their responsibilities.

Module 3:

Pre-Audit Preparation: Developing an Audit Team and Schedule
In this module, participants will discover how to assemble an effective team and an appropriate schedule. They will also get an overview of the pre-audit steps and how to deliver an opening conference.

Module 4:

Conducting a PSM Audit and Analyzing and Reporting Data
This module covers the steps for completing an audit, writing recommendations, and conducting a closing conference.

Module 5:

Concluding the Audit
Participants will see how to prepare an effective report and if desired, engage their organization in a future state visioning process.

Based on our experience, we recommend that companies do the following on an organizational level:

psm audit diagram

Results and Path Forward

After completing this course, participants should compile a list of action items based on their learning to apply back on the job. This starts with writing new or upgrading existing auditing procedures. To build competency at the individual level, the participant should identify a coach, apply the updated procedure to select departments, evaluate the audit results, and get assessed on the competency requirements for applying PSM auditing.

It is recommended that participants go through an elearning refresher course once a year and instructor-led refresher training once every three years.

Call 1-800-828-8190 to speak with an account representative.