Forklift operator evaluation form template

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.

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.

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.

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.