Method statement for mechanical lifting operations

A lifting-operation method statement should reflect the competent lift plan: load weight and centre of gravity, crane or lifting appliance, accessories, radius, ground conditions, route and landing area. Overturn, dropped loads, failed accessories, trapping and contact with structures or power lines are critical hazards. LOLER 1998 requires lifting operations to be properly planned by a competent person, appropriately supervised and carried out safely, with equipment thoroughly examined. Name the appointed roles and communication method, and confirm certificates and capacity for the actual configuration. Establish an enforced exclusion zone before lifting; never allow a suspended load over people, improvise lifting points or change the radius, equipment or ground set-up without the planner’s approval.

In short

A method statement sets out how a task will be carried out safely, step by step: preparation, set-up, the work itself and completion, with the plant, permits, competence and supervision needed. It puts the controls identified in the risk assessment into a safe system of work.

What it must include

  • ✓Task description, location and duration
  • ✓Step-by-step sequence of works
  • ✓Plant, equipment and materials
  • ✓Permits and isolations required
  • ✓Competence, training and supervision
  • ✓PPE and emergency arrangements
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1

The job

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Tasks on this job

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2

Your details

3

The work

4

Emergency arrangements

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Questions

Who may plan a lifting operation?

A person with sufficient practical and theoretical competence for the lift’s complexity, equipment and risks.

Does every lift need the same level of plan?

No. Planning must be proportionate, but even routine lifts need a safe, communicated plan based on the equipment and load.

What if the load weight is unknown?

Do not guess. Establish a reliable weight and centre of gravity before selecting equipment or beginning the lift.

Sources

Page updated 2026-10-04.

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