Lone Working Policy & Procedure template
A lone working policy is the written statement of how {{org.name}} identifies who works alone, assesses the risks they face, and puts practical arrangements in place — check-ins, communication, and emergency procedures — so that working alone never means being out of reach. It covers anyone working without close or direct supervision, from the person opening the shop alone to a staff member visiting clients at home.
Lone workers face the same hazards as everyone else, but the consequences are worse: there is nobody nearby to notice an accident, raise the alarm, or step in when a customer turns aggressive. Most lone working incidents that escalate do so because the check-in arrangement existed on paper but nobody actually followed it.
This template gives you a complete, ready-to-edit policy: a definition of lone working for your business, a risk assessment approach, check-in and escalation arrangements, emergency procedures, and the training and records that make the policy real.
Full text, ready to adapt.
Highlighted fields are placeholders — replace them with your organisation's specifics. A starting point, not legal advice.
Lone Working Policy & Procedure
Policy · Health & Safety
1. Purpose and scope
This policy sets out how {{org.name}} protects staff who work alone, whether occasionally or as a routine part of their role. It applies to all employees, and to contractors and casual workers while they work on our behalf.
It should be read alongside our general health and safety policy and the risk assessments for the roles it covers.
2. Policy statement
{{org.name}} will not ask anyone to work alone until the risks of doing so have been assessed and controlled. Where the assessment shows a task cannot be done safely by one person, it will not be done by one person — no deadline or staffing gap overrides that.
Lone workers have the same right to a safe working environment as everyone else, and the same duty to follow the arrangements in this policy, including check-ins.
3. Who counts as a lone worker
For this policy, a lone worker is anyone who works without close or direct supervision, for any part of their working time. At {{org.name}} this includes:
- Staff who open or close [site name] alone, or work a single-staffed shift.
- Staff who visit clients, customers, or patients at their homes or premises: [roles].
- Staff who travel alone for work between sites or appointments.
- Staff who work outside normal hours — early, late, or weekends — when the building is otherwise empty.
- Homeworkers carrying out [types of work] away from a {{org.name}} site.
4. Responsibilities
- [Name/role] owns this policy, the lone working risk assessments, and the check-in system.
- Managers: identify lone working in their team, apply the check-in arrangements to every lone shift or visit, and act immediately on a missed check-in.
- Lone workers: follow the check-in arrangements, carry a charged phone [or lone worker device], report incidents and near-misses, and stop work if they feel unsafe.
- All staff: never treat a missed check-in as "probably nothing" — escalate it.
5. Risk assessment for lone working
Before any role or task involves lone working, [name/role] completes a risk assessment covering three questions: the work (does the task involve machinery, chemicals, cash, working at height, or physical strain that needs a second person?), the person (are they trained, medically fit to work alone, and experienced enough to handle what could go wrong?), and the environment (is there mobile signal, safe access, adequate lighting, and a known risk of violence or aggression?).
The assessment names the controls: check-in frequency, equipment carried, tasks that are prohibited alone, and what the worker does if a situation deteriorates. It is reviewed [frequency, e.g. annually] and after any lone working incident.
6. Check-in and communication arrangements
- Every lone shift or visit has a named contact ([role, e.g. duty manager]) who knows where the lone worker is and when they are due to check in.
- Check-in method and frequency: [e.g. call or message at the start and end of each visit, and every [number] hours during a lone shift].
- Lone workers keep their calendar or visit log up to date so the named contact can locate them: [system].
- If a check-in is missed, the named contact calls the lone worker. No answer within [number] minutes triggers the escalation steps below.
- Escalation: call the worker's emergency contact, then visit or send someone to their last known location, then call 999 if there is reason to believe they are at risk. Log every escalation.
7. Emergency arrangements
- Lone workers carry [a charged mobile phone / lone worker alarm device] at all times and know how to summon help from every location they work in.
- If a lone worker feels threatened by a customer, client, or member of the public, they withdraw first and report afterwards — no task or property is worth an injury.
- First aid arrangements for lone workers: [describe — e.g. travel first aid kit, nearest first aider, what to do if injured alone].
- Accidents, near-misses, and threatening incidents during lone work are reported the same day under our accident and incident reporting procedure.
8. Training and communication
Everyone who works alone receives training on this policy before their first lone shift or visit: the check-in system, the escalation steps, dynamic risk assessment ("does this situation still feel safe?"), and how to withdraw from a deteriorating situation. Named contacts are trained on what a missed check-in requires of them.
Training is refreshed [frequency] and recorded against each person's name.
9. Records and review
Lone working risk assessments, check-in logs, escalation records, and training records are kept in [system/location] and retained for [period].
This policy is reviewed [frequency, e.g. annually], after any lone working incident or near-miss, and whenever roles, sites, or working patterns change materially. Owner: [name/role]. Next review due: [date].
How to adapt this template.
List every role and shift pattern that actually involves working alone — include the ones that only happen occasionally, like holiday cover.
Pick a check-in method your team will genuinely sustain; a simple message at agreed times beats an app nobody opens.
Name real people as contacts for every lone shift, including evenings and weekends, and name deputies.
Test the escalation chain once before you publish: miss a check-in deliberately and see what happens.
Fill every [bracketed placeholder] and delete anything that does not apply to your business.
Train existing lone workers on the finished policy, not just new starters, and set the review date and owner.
Turn this template into trained, proven behaviour
A policy in a drawer proves nothing. In TrainedTeam this template becomes assigned training with knowledge checks, e-signature acknowledgments, version history, and an audit-ready record of who completed what, when.
Lone Working Policy & Procedure template FAQs
Is lone working legal in the UK?
Yes, in most circumstances. There is no general ban on working alone — the legal duty, under the Health and Safety at Work etc. Act 1974 and the Management of Health and Safety at Work Regulations 1999, is to assess the risks lone workers face and control them. Your risk assessment may conclude that specific high-risk tasks need a second person.
Is a written lone working policy a legal requirement?
The policy itself is not named in statute, but if you employ five or more people the significant findings of your risk assessments must be written down, and a policy is the practical way to turn those findings into arrangements staff can follow. For any business with lone workers, it is the document that evidences you have met the duty.
How often should lone workers check in?
The law does not set a frequency — your risk assessment does. Higher-risk work (home visits, night shifts, cash handling) justifies more frequent contact than low-risk office work out of hours. Whatever you choose, the frequency only protects people if a missed check-in reliably triggers escalation.
Do homeworkers count as lone workers?
Usually, yes — someone working from home without supervision is working alone, and your duty of care applies there too. For most desk-based homeworking the risks are low and the controls are light-touch, but the role should still appear in your assessment, particularly where the work involves distressing content or vulnerable customers.
What should a lone worker do if a customer becomes aggressive?
Withdraw first, report afterwards. The policy should make explicit that no task, sale, or piece of property justifies staying in a situation that feels unsafe, and that staff who walk away will be backed. Every such incident is reported and fed into the risk assessment review.
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