Product Overview

This Sales Rep Safety Safe Work Method Statement (SWMS) is designed to identify hazards and implement controls for sales representatives working on the road and at client sites, helping businesses maintain strong WHS compliance. It is a comprehensive document that covers multiple aspects of safe travel, client visits, and sales meeting safety across varied and unknown venues.

Activities & Specific Tasks Covered

This document includes specific risk controls for:

• Attending sales meetings at unknown venues, including pre-visit risk assessment and security considerations
• Planning travel routes, journey management, and fatigue minimisation for sales representatives on the road
• Safe use of mobile phones, GPS, and in-vehicle technology while complying with road rules
• Entering and exiting unfamiliar buildings, offices, and industrial premises safely
• Managing personal safety and security when meeting new clients in isolated or low-visibility locations
• Assessing on-site hazards such as poor housekeeping, trip hazards, and unsafe access ways in client premises
• Managing manual handling risks when transporting and carrying samples, brochures, and promotional materials
• Use of laptops, tablets, and display equipment in temporary or ad-hoc meeting areas
• Working alone or remotely, including check-in procedures and emergency communication protocols
• Managing psychosocial risks such as aggressive clients, conflict situations, and work-related stress
• Incident response, emergency evacuation awareness, and first aid considerations at client sites
• Use of appropriate personal protective equipment (PPE) when attending industrial or construction client locations

Who is this for?

This SWMS is designed for sales representatives, account managers, business development managers, and supervisors responsible for mobile and field-based sales teams operating across varied client sites.

Specific Job Steps & Hazards Covered

Legislation & References

This document was researched and developed to align with:

• Managing the Work Environment and Facilities Code of Practice: Guidance on providing a safe work environment, even when work is performed at client premises
• How to Manage Work Health and Safety Risks Code of Practice: Framework for identifying, assessing, and controlling risks for mobile and remote workers
• Work Health and Safety Consultation, Cooperation and Coordination Code of Practice: Requirements for consultation between PCBUs where sales reps attend client workplaces
• Managing the Risk of Falls at Workplaces Code of Practice: Controls for slips, trips, and low-level falls in unfamiliar venues and client sites
• Managing Psychosocial Hazards at Work Code of Practice (where adopted): Guidance on managing risks from client aggression, stress, and remote work
• First Aid in the Workplace Code of Practice: Requirements for first aid arrangements for mobile workers and those working away from the main workplace
• Work Health and Safety Act 2011
• Work Health and Safety Regulations 2017