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Lifting equipment scope of work template

Lifting equipment scope of work template

Use this template for planning lifting operations. It helps you organize essential details, including equipment specifications, safety protocols, and operational sequences.

Use this template
or download pdf
Lifting equipment scope of work template

Use this template for planning lifting operations. It helps you organize essential details, including equipment specifications, safety protocols, and operational sequences.

Use this template
or download pdf

About the Lifting equipment scope of work template

Coordinating multiple teams for heavy lifting tasks involved requires careful planning. A lifting equipment scope of work template gives you an organized way to outline key details like tools, safety protocols, and execution plans, saving time and reducing errors. Use it to create clear plans that keep projects on track and compliant.

How to use the lifting equipment scope of work template

Follow these steps to make the most of the template:

  1. Start by filling out the basics. Enter the equipment details, including make, model, capacity, and any attachments or accessories. Be specific to avoid confusion later when the equipment is being prepared or inspected.
  2. Define safety protocols. Add clear safety requirements, such as operator certifications and personal protective equipment (PPE). Including this ensures everyone on-site understands what’s required to meet safety standards.
  3. Outline the lift plan. Use the template to detail the sequence of operations, load specifications, and lift locations. Highlight any critical lifts or potential constraints to give your team a clear roadmap for execution.
  4. Assign roles and responsibilities. Clearly indicate who is responsible for which tasks. Assigning these roles directly on the Lumiform app helps keep everyone accountable and operations efficient.
  5. Use it to track progress and compliance. The template allows you to document permits, approvals, and post-lift inspections. By regularly updating it, you’ll maintain a clear record of operations for audits or future reference.

Best practices for using the lifting equipment scope of work template

Here are some tips for improving your workflow with the template.

First, customize the template so it’s aligned with your industry regulations. For example, include references to local safety laws where applicable. This not only ensures compliance but also makes audits smoother, as inspectors will see that your documentation addresses the correct requirements.

Update the template as needed when operations progress. If a crane is swapped out for a forklift or weather conditions delay a critical lift, note these changes immediately. This keeps your team in sync and prevents miscommunication during critical moments.

Always maintain a backup of completed templates for audits and planning. With Lumiform, you can digitize and securely store these templates, categorizing them by project or date for quick access. These records are invaluable for conducting reviews, learning from past operations, and preparing for future projects with similar requirements.

Get Lumiform’s lifting equipment scope of work template today

Tackle lifting operations with accuracy and confidence using this template. It brings structure to every project, helping you document tools and safety procedures with ease. Say goodbye to missed details—use this template for smoother planning, execution, and collaboration for your team.

Related categories

  • Health and safety management templates
  • General templates
  • Safety templates
Preview of the template
Page 1
Equipment Overview
Provide a detailed description of the lifting equipment to be used
Specify the make, model, and capacity of the lifting equipment
Indicate the type of lifting equipment (e.g. crane, forklift, hoist)
Describe any attachments or accessories that will be used with the lifting equipment
Safety Requirements
Confirm that the lifting equipment has been inspected and is in safe working condition
Specify the qualifications and certifications of the equipment operators
Outline the safety protocols and procedures that will be followed during the lifting operations
Describe any personal protective equipment (PPE) that will be required for the lifting operations
Lift Planning
Provide a detailed lift plan, including the sequence of operations and any critical lifts
Specify the weight and dimensions of the load(s) to be lifted
Indicate the lift locations and any access or clearance requirements
Describe any environmental conditions or site constraints that may impact the lifting operations
Documentation and Reporting
Confirm that all necessary permits and approvals have been obtained
Indicate the frequency and format of progress reports to be provided
Describe the documentation and record-keeping requirements for the lifting operations
Specify any post-lift inspections or testing that will be required

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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.

Equipment inspection: A comprehensive guide for businessesErgonomics safety: Your essential guide to a thriving workplaceCrane safety: Best practices for compliance
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See comprehensive collections of best practice templates related to this topic.

18 free crane inspection checklists45 free risk assessment templates for every industry Best 27 free OSHA inspection checklist templates
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Check out how the Lumiform software can be utilized for related use cases.

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4 types of predictive maintenance for your businessHow to evaluate compliance measuresHow to perform safety inspectionsHow to write a workplace safety policy

Frequently asked questions

What should I include in a lifting equipment scope of work?

Your lifting equipment scope of work should cover key details to keep operations smooth and compliant. Include equipment specifics like make, model, and capacity, along with safety protocols such as operator qualifications. Document the load’s weight and dimensions, the order of operations, and any environmental constraints.

How can I calculate the load capacity for a lifting operation?

To calculate load capacity, refer to the equipment’s load chart, which specifies safe lifting limits based on boom length, radius, and configuration. Factor in the weight of all attachments and rigging. Always check site conditions like ground stability, as these can influence the actual capacity.

What are some common mistakes to avoid when planning a lifting operation?

One common mistake is underestimating the load’s weight or misjudging its center of gravity, which can lead to instability. Another is overlooking site conditions, such as soft ground or overhead obstructions. Avoid skipping pre-lift inspections or neglecting clear communication with the team.


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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