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Method statement template

Method statement template

Document safe work procedures, hazard controls, and emergency protocols for high-risk construction activities.

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The Lumiform application helps frontline teams uphold internal standards effortlessly.
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Method statement template

Document safe work procedures, hazard controls, and emergency protocols for high-risk construction activities.

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

This method statement template helps you document safe working procedures for high-risk tasks. You can use it to outline step-by-step work methods, identify potential hazards, and implement effective control measures. 

Wellingtone’s research found that 59% of projects mostly or always apply a defined project methodology. Still, many struggle with proper documentation. When you need to demonstrate compliance for a complex construction activity like scaffolding installation, this template ensures you cover critical safety aspects, from required PPE to emergency procedures. This saves you time while potentially preventing costly accidents and regulatory issues.

Related categories

  • Health and safety management templates
  • Operational excellence templates
  • Construction templates
  • General templates
  • Risk assessment templates
  • Safety templates
Preview of the template
Page 1
General Information
Project Name
Project Location
Contractor
Date
Scope of Work
Detailed description of the work to be carried out
Health and Safety
Potential hazards identified
Control measures to be implemented
Personal Protective Equipment (PPE) required
Construction Methodology
Step-by-step work procedures
Equipment to be used
Resource requirements
Estimated timeline
Permits and Approvals
Permits required
Approvals obtained
Quality Assurance
Quality control measures
Inspection and testing requirements
Environmental Considerations
Environmental risks identified
Mitigation measures to be implemented
Emergency Response Plan
Emergency contact details
Evacuation procedures
Spill response plan

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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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Frequently asked questions

How can I customize this method statement template for my project?

You can easily adapt this template by modifying the hazard identification section to reflect your project’s unique risks. Focus on tailoring the construction methodology steps to match your specific work processes and adjust the resource requirements based on your project scale. The template’s structure remains valuable while the content becomes specifically relevant to your situation.

How detailed should the step-by-step work procedures be?

Your work procedures should be detailed enough that someone with basic training could follow them safely. Break complex tasks into clear, sequential steps with specific instructions rather than general directions. Include critical parameters like “tighten bolts to 45Nm torque” instead of “tighten bolts securely.” This precision helps ensure consistent execution and demonstrates thorough planning.

When should I update the method statement during a project?

Update your method statement whenever there’s a significant change to work methods, equipment, materials, or site conditions. You should also revise it if incidents occur, after safety inspections identify issues, or when new hazards emerge. Through regular reviews during project milestones, the document can remain relevant and effective throughout your project’s lifecycle.

What’s the difference between a risk assessment and the method statement template?

These documents are related, but they serve different purposes. A risk assessment identifies hazards and evaluates risks, while this method statement template provides a comprehensive work plan incorporating those identified risks. Think of the risk assessment as identifying what could go wrong, while the method statement details exactly how you’ll perform the work safely with those risks in mind.


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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