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HSE method statement template

HSE method statement template

Plan safe work procedures while managing health, safety, and environmental risks systematically.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
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HSE method statement template

Plan safe work procedures while managing health, safety, and environmental risks systematically.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Your HSE method statement serves as your blueprint for project safety and success. This template guides you through documenting critical safety protocols, from initial hazard assessments to detailed control measures and emergency procedures. It also has an environmental considerations section, allowing you to address both worker safety and environmental protection in a single document. When managing excavation work near sensitive ecological areas, for instance, you can clearly outline both worker safety protocols and environmental safeguards.

According to the Health and Safety Executive, method statements are not legally mandated, but they’re proven effective tools for planning and managing construction work safely. This template transforms complex safety planning into a straightforward, actionable process.

Related categories

  • Health and safety management templates
  • Risk management and compliance templates
  • Construction templates
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Preview of the template
Page 1
Project Details
Project Title
Project Location
Project Description
Start Date
Completion Date
General Information
Client Name
Client Address
Client Contact Person
Client Contact Number
Contractor Name
Contractor Address
Contractor Contact Person
Contractor Contact Number
Scope of Work
Detailed Scope of Work
Risk Assessment
Hazard Identification
Risk Evaluation
Control Measures
Personal Protective Equipment (PPE)
List of Required PPE
Tools and Equipment
List of Tools and Equipment
Site Setup
Site Layout
Access and Egress
Signage and Barricades
Emergency Procedures
Emergency Response Plan
Emergency Contact Details
Environmental Considerations
Environmental Impact
Waste Management Plan
Permits and Approvals
Applicable Permits and Approvals
Method Statement
Detailed Work Methodology
Inspections and Monitoring
Inspection Schedule
Monitoring Plan
Training and Competency
Worker Training Plan
Worker Competency Requirements
Communication and Coordination
Communication Plan
Coordination Mechanisms
Document Control
Document Management Plan
Review and Approval
Approving Authority
Approval 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.

Method statement: Your guide to compliance and quality controlOccupational health and safety: A comprehensive guideEnvironmental risk assessment: A step-by-step guide
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Template collections

See comprehensive collections of best practice templates related to this topic.

Top 13 free method statement templates6 free health and safety risk assessment templates4 free environmental risk assessment templatesCreate a safety plan with a risk assessment checklistPromoting Workplace Safety With a Digital Inspection Checklists
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Use cases

Check out how the Lumiform software can be utilized for related use cases.

Method statement softwareSafety management softwareOccupational health and safety softwareHealth and safety management system software
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Other resources

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

4 ways that workplace safety increases worker productivityHow to evaluate compliance measuresHow to perform safety inspections4 benefits of safety management and how to communicate them

Frequently asked questions

How do I customize this HSE method statement for my specific project?

Start by thoroughly analyzing your project’s unique risks and requirements. Focus on tailoring the hazard identification, risk evaluation, and control measures sections to reflect your specific work environment. Adapt the PPE and tools sections to match your project’s equipment needs, and modify the environmental considerations based on your location’s sensitivities. Remember that customization improves safety outcomes.

Who needs to approve my HSE method statement before work begins?

Your HSE method statement typically requires approval from your project manager, health and safety officer, and sometimes the client’s representative. For specialized work, you might also need approval from relevant technical experts or engineers. Ensure all stakeholders have reviewed and formally signed off on the document before commencing work to establish accountability and confirm safety measures are adequate.

What environmental considerations should I include in my HSE method statement?

Address potential impacts on air, water, soil, wildlife, and surrounding communities. Detail how you’ll prevent pollution through proper waste management, control dust and noise, protect local water sources, and minimize habitat disruption. Include specific mitigation measures for identified environmental risks and outline your monitoring approach to ensure environmental protection throughout the project duration.


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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