HAZOP worksheet template

Structure a hazard and operability study node by node, with guidewords, causes, consequences, safeguards and actions.

Use it on screen
HAZOP worksheet templateStudy setupFor each nodeAnalysisActions⚗️
How to use itA trained facilitator leads a team through each node of the process, applying guidewords to find deviations. The scribe records each row and actions are tracked to closure.

Where the HAZOP worksheet template fits

A HAZOP is a structured team review of a process design or operation. It asks, for each part of the process, what could deviate from the design intent and what would happen.

HAZOP studies for hazardous processes are usually led by an experienced facilitator and may be part of regulatory process safety requirements. This worksheet supports the study; it does not replace that expertise.

15 items. Keep it on a tablet, or print a copy for the clipboard.

Study setup

For each node

Analysis

Actions

Worksheet columns

Worksheet columns
Field What to write
Node Part of the process
Parameter and guideword For example, flow and no
Deviation No flow
Causes Why it could happen
Consequences What would happen
Safeguards What exists now
Risk Per your matrix
Action, owner, date What to add

Putting the HAZOP worksheet template to work

  1. Define nodes on the drawings before the session.
  2. Keep sessions short to keep focus.
  3. Record every credible deviation.
  4. Assign every action an owner.
  5. Report and close actions.

The HAZOP worksheet on an ordinary week

For a node covering a transfer pump to a storage tank, the guideword more applied to level gives tank overfill. Causes include a failed level gauge; safeguards include a high-level alarm. The team recommends an independent high-level shutdown and assigns it to engineering.

What the HAZOP worksheet protects you from

OSHA’s process safety management standard requires a process hazard analysis for covered processes, and HAZOP is one of the accepted methods. The worksheet records each deviation and the actions, which the standard expects to be resolved and tracked.

Filled-in sample

Study Caustic dilution skid, Unit 2, Baton Rouge LA
Drawings P and ID 2-104 rev C
Node Node 3: 50% caustic feed to mix tank T-201
Deviation More flow
Cause Feed control valve fails open
Safeguards High-level alarm on T-201; operator response
Action Add flow-limiting orifice; owner process engineer Nate, due Q1

The drawing revision is recorded so it is clear which design the team reviewed. The recommended orifice limits flow passively, which does not depend on the operator responding to the alarm.

HAZOP worksheet mistakes

Variations for different teams

Smaller, lower-hazard sitesUse a lighter what-if review for simple parts and save full HAZOP for the nodes with the worst outcomes.
Food and beverage plantsFocus nodes on ammonia refrigeration, steam and clean-in-place systems, where the biggest process hazards sit.
Pro tipProject the worksheet on a screen while the scribe types. The team corrects wording live and there is less rework after the session.

What people ask about the HAZOP worksheet template

What does HAZOP stand for?

Hazard and operability study.

Who should attend?

Process, operations, maintenance and safety people, with a facilitator.

How long does it take?

It depends on the number of nodes.

When should it be repeated?

After significant changes and periodically.

What are the HAZOP guidewords and how are they used?

The common guidewords are no, more, less, reverse, as well as, part of and other than. Each is combined with a process parameter, such as more plus pressure, to create a deviation the team then examines for causes, consequences and safeguards. Working through every pairing at each node keeps the study systematic.

How do you choose nodes for a HAZOP study?

A node is a section of the process with a clear design intent, such as a pump and its discharge line to a tank. Use the P and IDs to mark nodes where the conditions or purpose change. Nodes that are too large hide deviations, while nodes that are too small make the study drag.

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Disclaimer: This template is general information to adapt to your own workplace. It is not legal, safety or compliance advice and does not replace inspections, training or requirements set by law, regulators, manufacturers or your insurer. Check the rules that apply to you with a qualified professional.