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Forklift training checklist template

Forklift training checklist template

Track operator training progress through theory lessons, practical demonstrations, and performance evaluations. Ensure OSHA compliance while documenting certification readiness for each forklift operator in your workforce.

Use this template
or download pdf
Forklift training checklist template

Track operator training progress through theory lessons, practical demonstrations, and performance evaluations. Ensure OSHA compliance while documenting certification readiness for each forklift operator in your workforce.

Use this template
or download pdf

This forklift training checklist template helps you standardize operator training and easily document recertification. This supports your teams in staying compliant, especially since OSHA requires forklift operator recertification at least every three years. Use this tool to simplify onboarding, track progress, and ensure consistent safety practices across your sites.

With OSHA penalties reaching over $14,000 per serious violation, failing to properly train or document forklift operators is costly. For ongoing compliance, check out our forklift inspection or operator evaluation templates to keep your processes airtight.

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Preview of the template
Page 1
General Information
Trainee Name
Trainee Employee ID
Trainer Name
Training Date
Training Evaluation
Understands Pre-Operational Inspection
Demonstrates Proper Startup Procedures
Operates Forklift Safely
Proper Load Handling
Understands Capacity Plate
Demonstrates Proper Shutdown
Certification
Trainee Passed Training
Trainee Certification Number
Certification Expiration Date

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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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Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

10 principles of operational excellence5 Types of workplace hazards6 main types of maintenanceHow to evaluate compliance measures

Frequently asked questions

What are the most common mistakes businesses make when training forklift operators?

The most common mistakes include rushing through training to meet deadlines, failing to document training properly, not covering site-specific hazards, and neglecting refresher training. Many businesses also focus too heavily on operational skills while overlooking critical safety protocols and hazard awareness. Addressing these gaps with a structured training program significantly reduces accident risk.

How can I make sure my forklift operators retain what they learn during training?

Combine classroom instruction with hands-on practice in your actual work environment. Use visual aids, demonstrations, and supervised practice sessions. You can then break training into manageable segments with knowledge checks throughout. Most importantly, create a culture where operators feel comfortable asking questions when they’re uncertain.

What should I do if a forklift operator fails part of their training assessment?

First, identify specific knowledge or skill gaps that need improvement. Provide targeted retraining focused on those areas rather than repeating the entire program. Aside from this, consider different training approaches that might better match their learning style. Document the additional training and reassessment thoroughly, and remember that addressing deficiencies now prevents potential accidents later.

What’s the difference between formal instruction and practical training for forklift operators?

Formal instruction covers theoretical knowledge like safety regulations, load capacities, and stability principles through classroom sessions or online modules. Practical training involves hands-on operation under supervision, including maneuvering, load handling, and navigating workplace-specific challenges. OSHA requires both components, followed by a performance evaluation in your actual work environment.


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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