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Simple method statement template

Simple method statement template

This template allows you to break complex tasks into clear, manageable steps while highlighting essential safety requirements.

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

This template allows you to break complex tasks into clear, manageable steps while highlighting essential safety requirements.

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 simple method statement template offers a framework for documenting your project’s safe work procedures. It focuses on essential elements—from scope definition to approval signatures—without overwhelming detail. According to Gallup’s World Risk poll, 18% of the global workforce have suffered serious workplace harm within two years. 

This template helps you break down complex tasks into manageable steps while highlighting crucial safety considerations, required equipment, and completion criteria. When you need to quickly document how a specific construction task will be performed safely—such as installing temporary supports for a building renovation—this template delivers clarity.

Related categories

  • Health and safety management templates
  • Risk management and compliance templates
  • Construction templates
  • Facility management templates
  • General templates
  • Risk assessment templates
  • Workplace safety templates
Preview of the template
Page 1
Overview
Project Name
Project Location
Client Name
Date
Method Statement
Scope of Work
Step 1
Step 2
Step 3
Step 4
Step 5
Safety Considerations
Equipment Required
Site Preparation
Completion Criteria
Approvals
Prepared By
Approved By

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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 controlWork method statement: A comprehensive guide5 whys method: A practical guide for root cause analysis
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Template collections

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Method statement softwareSafety management softwareEHS compliance softwareEmployee safety app
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Other resources

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

10 principles of operational excellence4 ways that workplace safety increases worker productivityHow to evaluate compliance measures4 benefits of safety management and how to communicate them

Frequently asked questions

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

You can customize this template by adapting the step-by-step procedure section to reflect your specific work processes. Focus on modifying the scope of work to clearly define your project boundaries, and adjust the safety considerations to address hazards unique to your site conditions. Remember to update the equipment list to match what your team will actually use.

How do I identify all the safety considerations for my method statement?

Begin by reviewing relevant risk assessments for the specific task. Consider potential hazards from the environment, equipment, materials, and work processes. Consult with experienced team members who have performed similar work. Don’t forget to reference industry standards and regulations that apply to your task. Finally, consider what could change during the work that might introduce new risks.

What common mistakes should I avoid when completing this method statement template?

Avoid vague language, unrealistic procedures, and overlooking site-specific hazards. It’s also critical to tailor the template to your actual work conditions. Ensure steps are in logical sequence and don’t assume workers know implicit safety requirements. Avoid creating an overly lengthy document that workers won’t read or an overly brief one that misses critical details.


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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