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Forklift operator evaluation form template

Forklift operator evaluation form template

Evaluate operator skills in pre-inspection, load handling, and safety protocols. Document competency for OSHA compliance and pinpoint specific training needs to prevent accidents.

Use this template
or download pdf
Forklift operator evaluation form template

Evaluate operator skills in pre-inspection, load handling, and safety protocols. Document competency for OSHA compliance and pinpoint specific training needs to prevent accidents.

Use this template
or download pdf

This forklift operator evaluation form enables managers to document operator competency, improve safety standards, and ensure compliance during hands-on performance reviews. By focusing on operator skills and safe equipment handling, you can address the root causes of accidents. OSHA notes that proper training and standardized procedures could reduce forklift-related incidents by as much as 70%.

Unlike routine inspection or maintenance checklists, this template is your go-to for systematic operator assessments. For daily checks or maintenance, see our forklift inspection or preventive maintenance templates.






Related categories

  • Health and safety management templates
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  • Workplace safety templates
Preview of the template
Page 1
General Information
Operator Name
Date of Evaluation
Department
Supervisor Name
Forklift Operation
Performs pre-operational inspection
Properly mounts and dismounts the forklift
Observes safe operating procedures
Travels at a safe speed for conditions
Maintains control of the forklift at all times
Avoids sudden stops, starts, and turns
Ensures safety of pedestrians in work area
Properly stacks and unstacks loads
Comments
Safety Awareness
Utilizes seatbelt at all times
Observes all safety rules and regulations
Maintains a safe working environment
Immediately reports any issues or concerns
Comments
Evaluation Summary
Overall Performance Rating
Recommended Action

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

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Template collections

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Frequently asked questions

How often should I evaluate my forklift operators?

A forklift operator evaluation form is a structured assessment tool used to verify an operator’s competency in safely operating a forklift in actual workplace conditions. You need one to comply with OSHA regulations. These require employers to evaluate each operator’s performance, document their competency, and identify any training needs before certification can be issued.

What specific skills should I be assessing during a forklift operator evaluation?

Focus on pre-operation inspection procedures, operational skills (such as maneuvering, starting, stopping), load handling techniques, awareness of surroundings, adherence to safety protocols, and post-operation procedures. Evaluate their knowledge of workplace-specific hazards too and their ability to adapt to changing conditions.

How can I ensure my forklift evaluations are consistent across different locations?

Standardize your evaluation process by using the same comprehensive form across all facilities, training all evaluators on assessment criteria, establishing clear pass/fail thresholds, and implementing regular calibration sessions among evaluators. A digital evaluation system can further ensure consistency by enforcing standardized assessment protocols.

How do I handle an operator who fails their evaluation?

First, clearly identify and document the specific areas where the operator failed to meet standards. Develop a targeted retraining plan addressing these deficiencies, provide additional supervised practice opportunities, and schedule a follow-up evaluation. Temporarily reassign the operator to non-forklift duties until they successfully pass the re-evaluation.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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