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Method statement · United Kingdom · Updated May 2026

Lifting Operations Method Statement (LOLER) — UK template & structure

A lifting operations method statement under the Lifting Operations and Lifting Equipment Regulations 1998 (LOLER) is the document that turns a crane lift, telehandler lift, or other lifting operation into a planned, supervised, named-roles sequence. LOLER regulation 8 requires every lifting operation to be properly planned by a competent person, appropriately supervised, and carried out in a safe manner. The method statement is the primary written evidence that those three duties have been discharged.

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The LOLER framework and BS 7121

LOLER 1998 (SI 1998/2307) sets the statutory duties; BS 7121 (Code of practice for safe use of cranes) is the UK code that operationalises them. BS 7121 Part 1 covers general principles, Part 3 covers mobile cranes, Part 5 covers tower cranes, Part 11 covers offshore. The method statement should cite the relevant BS 7121 part for the lift class and demonstrate compliance — the appointed person (AP), crane supervisor, slinger / signaller and crane operator roles all derive from BS 7121.

The HSE position is that for any lift other than a simple lift with a basic crane, BS 7121 compliance is the minimum standard expected. Reviewers cite the relevant part by clause number.

The appointed person and the lift plan

BS 7121 requires an Appointed Person (AP) for every lift — competent (typically CPCS A61 or equivalent), responsible for the lift plan, the selection of equipment, the calculation of loads and the supervision arrangements. The lift plan covers: the load (weight, centre of gravity, attachment points), the lifting equipment (crane capacity at the required radius, derating for boom configuration), the slings and accessories (WLL, certification, inspection), the ground bearing capacity (often the most commonly missed item), and the lift sequence.

For lifts categorised as 'complex' (multi-crane, blind, over occupied buildings, near live services) the AP must produce a written lift plan and the lift is supervised by a dedicated crane supervisor — not the operator and not the AP.

Ground bearing — the section that most often fails

Most UK crane incidents that result in HSE investigation have a ground-bearing root cause. The method statement has to record the calculated outrigger or track loading (typically expressed in kN/m2), the ground bearing capacity (from a desktop ground investigation or, for higher-risk lifts, a CBR test), and the proposed packing — outrigger mats, crane mats, or piled platform. Where the calculated loading exceeds the bearing capacity, the lift cannot proceed without an engineered piled platform designed by a temporary works designer.

Reviewers expect numbers, not assertions. 'Ground is suitable' is not enough; the document should show the maximum outrigger load in kN and the demonstrated bearing capacity in kN/m2.

Exclusion zones, signaller and communications

Regulation 8(1)(c) of LOLER requires the lifting operation to be carried out 'in a safe manner'. In practice that means an exclusion zone (defined by the load swing radius plus a margin), barriers and signage, a slinger / signaller in radio communication with the operator (BS 7121 standard hand signals as backup), and a clearly named person responsible for the exclusion zone. For lifts near power lines, the zone derives from the SfS GS6 distances; for lifts over occupied buildings or public highway, the lift is treated as complex and requires written sign-off from the principal contractor and frequently the local authority highway department.

Structure of a UK-aligned lifting operations method statement (loler)

The numbered sections a reviewer expects to see, in order.

  1. 1

    Lift category

    BS 7121 lift classification — basic, intermediate or complex. Drives the level of planning and supervision required.

  2. 2

    Roles and competence

    Appointed person (AP), crane supervisor, crane operator, slinger / signaller — names, CPCS / CITB cards, expiry dates.

  3. 3

    Load assessment

    Weight, centre of gravity, attachment points, certification of the load if pre-fabricated.

  4. 4

    Lifting equipment selection

    Crane make / model, capacity at lift radius (with derating for boom config), thorough examination certificate within 12 months.

  5. 5

    Slings and accessories

    WLL of each sling / shackle / spreader, last inspection date, BS EN 13414 / 13889 compliance.

  6. 6

    Ground bearing assessment

    Calculated outrigger / track loading (kN/m2), ground capacity (from GI or CBR), packing / mats / piled platform.

  7. 7

    Lift sequence

    Step-by-step lift, slew, place and disconnect — including any taglines, secondary slings, multiple-lift coordination.

  8. 8

    Exclusion zone and communications

    Zone radius, barriers, signage, signaller position, radio channel, GS6 proximity to power lines.

  9. 9

    Adverse conditions and stop criteria

    Wind speed cut-off (typically 9–11 m/s for boom cranes, lower for large surface area loads), visibility, lightning, stop criteria.

Most common rejection reasons

Why a method statement gets sent back — these are the patterns we see most often.

  1. No Appointed Person (AP) named, or AP without recorded CPCS A61 / equivalent qualification.
  2. Ground bearing addressed in words ('ground is suitable') without calculated outrigger loading or measured bearing capacity.
  3. Crane capacity stated without derating for the actual boom configuration and lift radius.
  4. Sling WLLs and last inspection dates missing.
  5. Exclusion zone described without a stated radius or named responsible person.
  6. Wind speed cut-off omitted, or set above the crane manufacturer's stated maximum.
  7. Complex lift (multi-crane, blind, over occupied buildings) supervised by the operator with no separate crane supervisor.

Relevant UK regulations and HSE guidance

The legal framework this method statement operates inside. Links go to the official source.

Lifting Operations Method Statement (LOLER) — frequently asked questions

When does LOLER require an Appointed Person?

BS 7121 — the UK code of practice operationalising LOLER — requires an Appointed Person for every lift involving a crane. The AP is responsible for the lift plan, equipment selection and supervision arrangements. For 'basic' lifts the AP may also be the supervisor; for 'complex' lifts the roles must be split.

What's a 'complex' lift under BS 7121?

A lift is complex where any of the following apply: more than one crane (tandem lift), blind lift (operator can't see the load), lift over occupied buildings or public areas, lift near live overhead power lines (within GS6 distances), or a lift with an unusual load (asymmetric, fragile, very high COG). Complex lifts require a written lift plan and a dedicated crane supervisor separate from the operator and AP.

How often must a crane be thoroughly examined under LOLER?

Every 12 months for lifting equipment that lifts people, and every 12 months for lifting accessories. Mobile cranes are typically examined every 12 months with quarterly inspections; tower cranes follow the manufacturer's regime. The thorough examination certificate must be available on site.

Do I need a lift plan for a telehandler attachment?

Yes if the telehandler is being used as a lifting machine (e.g. lifting a load on a chain with a hook attachment). LOLER and BS 7121 apply. Where it is used solely as a materials-handler (forks under a pallet, no slinging) the LOLER thorough examination duty still applies but a full BS 7121 lift plan is not normally required.

What wind speed should I stop at?

The crane manufacturer's stated maximum — typically in the operator's manual as a steady wind speed in m/s, with reductions for gust speed and for high-surface-area loads. Common values are around 9–11 m/s for boom cranes lifting normal loads, but the method statement must cite the manufacturer's figure rather than a generic number.

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