A method statement form that sets out how a task will be done safely: the scope, the crew and their competence, each step in order with its hazards and controls, then permits, emergency arrangements, the crew briefing and approval. It links to the risk assessment by reference. If the client wants both documents together, use the RAMS template, which holds the risk assessment and the method statement in one form. Every question is listed below, and you can fill the live form in on this page.
✎Every question is editable. Add this form to your account, then change the wording, add or remove questions and options, and make it fit your own jobs.
A method statement template sets out the job scope, crew, sequence of work, hazards and controls for each step, permits, emergency arrangements, briefing and approval. Reference the separate risk assessment so both documents can be reviewed together as RAMS; this method statement does not replace that assessment.
Step 2, setting out the work area: the method references risk assessment RA-024 revision B and drawing A-110 revision D. The supervisor records the briefing against those revisions. An access change is logged for review before the sequence is updated.
Fictional example. Record the actual evidence and approved arrangements for your job.
A common recording mistake
A risk assessment reference without a revision can point the crew to an outdated document. Do not label the method statement alone as a complete risk assessment and method statement pack.
What happens next
Check that the method and linked risk assessment describe the same job and current arrangements. Record the review, approval and crew briefing, then retain the previous revision when the work sequence changes.
Built for method statements that match the job
Write the method statement step by step on a phone or laptop, linked to its risk assessment by reference. Each step records its hazards, controls, working height and hold point, and the form counts what still has to be resolved before the work starts.
Working height from a photo
For a step at height, photograph the wall with a door in the same plane and tap both ends. The working height goes into the step, with the marked-up photo, and helps choose the tower or platform. It works on web forms in any phone browser today, and the app version is on its way.
The method statement asks for the risk assessment's reference and date, and warns before approval if there is none. Fill the risk assessment in with our free template, or use the RAMS template to write both in one document.
The approval page counts what would stop the work: no risk assessment, a crew not briefed, no approval, hot works without a permit, or crew members who have not signed. The steps page counts hold points and steps at height.
Walk Cam records the check at each hold point with a guided prompt and turns what you say into text, so the release before the next step is on video.
A completed method statement
A fictional office fit-out: metal stud partitions to about 4 m, four steps with hazards and controls, three hold points, the working height measured from a photo, an apprentice with extra supervision, three crew signatures and an approval by the site manager.
This is the real form as your team would use it: questions appear as you answer, scores work themselves out and you can add photos and signatures. No sign-up needed. Or open a completed example to see every answer, photo and score filled in.
Using the method statement template for client work?
Paper or a spreadsheet works for the odd job. When your team does this every week, SiteSurvey keeps every visit in one place and turns each one into a report you can send.
Everyone fills in the same form on their phone, with photos attached to the answer they belong to.
Each visit becomes a branded PDF report for the client, with no retyping.
Every site, visit and report is kept together in one account, not scattered across email and shared drives.
Your team completes the method statement on site in the SiteSurvey app on iPhone, iPad and Android phones and tablets. The project name and address fill in for them, it works without signal, and it syncs when the device is back online with photos kept against the question they answer.
Customers and subcontractors do not need the app: send them a link and they can fill it in from any browser.
How a task will be done safely: scope, crew and competence, numbered work steps with hazards and controls, permits, emergency arrangements, briefing and approval. Links to the risk assessment by reference. 7 sections and 93 questions. Follow-up questions and guidance appear only when an answer calls for them, so the person on site never sees the ones that do not apply.
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Make it your own: every question is editable
This is a starting point, not a fixed form. Once it is in your SiteSurvey account you can reword any question, add or remove questions, sections and answer options, and add your own logo, so it fits the way your team works and the jobs you do.
Details you only enter once
Add this form to a project in SiteSurvey and it fills in what the project already knows, so nobody on site retypes it and every form on the job uses the same names. Anything filled in can still be changed.
Project: the project name
Site: the site, when the form is opened for a space or a product
Customer: the project's customer
Address: the site address, from the space or the project
1
Job details
The site, the task, the dates and how the work fits the project.
ProjectShort answer
Filled in from the project in SiteSurvey.
Fills in from the project name
Method statement referenceShort answer
RevisionShort answer
Site*Short answer
Fills in from the site, when the form is opened for a space or a product
CustomerShort answer
Fills in from the project's customer
AddressShort answer
Fills in from the site address, from the space or the project
Where on site is the work?Short answer
Work position on site (GPS)Short answer
Optional. Mark it at the work area so the crew, the emergency services and visitors find the right place on a large site.
Task*Short answer
A short name for the job, for example: replace roof lights on block C.
Scope of the workNotes
What is included, and anything that is not.
Start date*Date
Expected finish dateDate
Calendar days, including the start and finishWorked out by the form
Shown only when the answers above make it relevant
CheckThe finish date is before the start date. Check the dates.
Shown only when the answers above make it relevant
Working hoursShort answer
For example: 08:00 to 17:00, Monday to Friday.
Will the building or area be in use while the work is done?Yes or No
How are occupants and the public kept away from the work?Notes
Shown when “Will the building or area be in use while the work is done?” is Yes
GuidanceWhat a method statement is for. HSE describes a method statement as setting out, in a logical sequence, how a job will be carried out safely, including the control measures. It is not required by law for most work. The legal duties are a suitable and sufficient risk assessment (regulation 3 of the Management of Health and Safety at Work Regulations 1999) and safe systems of work with the information, instruction, training and supervision needed (section 2 of the Health and Safety at Work etc. Act 1974). A method statement is a practical way to show how you meet them.
Is this construction work under CDM 2015?Yes or No
Includes building, alteration, fitting out, installation, repair, maintenance, demolition and dismantling.
Your role on this projectChoose one
Principal contractor
Contractor working for a principal contractor
The only contractor on the project
Shown when “Is this construction work under CDM 2015?” is Yes
Construction phase plan referenceShort answer
Shown when “Is this construction work under CDM 2015?” is Yes
GuidanceCDM 2015, regulation 12. A construction phase plan must be drawn up before the construction site is set up. It sets out the health and safety arrangements and site rules. This method statement should follow it.
Shown only when the answers above make it relevant
Does the work include demolition or dismantling of a structure?Yes or No
Shown when “Is this construction work under CDM 2015?” is Yes
WarningWritten arrangements required. The arrangements for demolition or dismantling must be recorded in writing before the work begins. CDM 2015, regulation 20. Use the sequence of work on this form to record them.
Shown when “Is this construction work under CDM 2015?” is Yes and “Does the work include demolition or dismantling of a structure?” is Yes
2
People and competence
Who supervises, who does the work, and what they hold.
Supervisor on site*Short answer
Supervisor phone numberShort answer
Crew
Repeat for each person. Each one asks:
NameShort answer
CompanyShort answer
Cards and training heldTick all that apply
CSCS
CPCS or NPORS
IPAF
PASMA
SMSTS or SSSTS
First aid at work
Asbestos awareness
Manufacturer training for the equipment
Other (describe)
Earliest expiry date of the cards needed for this jobDate
Shown when “Cards and training held” is answered
WarningA card or training needed for this job expires before the work starts. Check it before this person is put on the job.
Shown only when the answers above make it relevant
Has this person the skills, knowledge, training and experience for the tasks given to them?Yes or No
CheckEmployers must take account of people's capabilities when giving them tasks (regulation 13 of the Management of Health and Safety at Work Regulations 1999). On construction work, a contractor must not employ or appoint anyone who does not have, or is not in the process of obtaining, the skills, knowledge, training and experience for their tasks, and must give them appropriate supervision (CDM 2015, regulation 15(7) and (8)). The training or supervision is recorded below.
Shown when “Has this person the skills, knowledge, training and experience for the tasks given to them?” is No
Training or supervision to be providedNotes
Shown when “Has this person the skills, knowledge, training and experience for the tasks given to them?” is No
People on the crewWorked out by the form
Are any subcontractors doing part of this work?Yes or No
Which companies, and who supervises them?Short answer
Shown when “Are any subcontractors doing part of this work?” is Yes
3
Sequence of work
The linked risk assessment, then each step in order with its hazards and controls.
Is there a risk assessment for this work?*Choose one
Yes
Being written
No
Risk assessment referenceShort answer
The Risk Assessment form in SiteSurvey, or your own reference.
Shown when “Is there a risk assessment for this work?” is “Yes”
Date of the risk assessmentDate
Shown when “Is there a risk assessment for this work?” is “Yes”
WarningRisk assessment needed. Every employer must make a suitable and sufficient assessment of the risks to their employees and to others affected by the work. Regulation 3 of the Management of Health and Safety at Work Regulations 1999. The method statement shows how the controls from that assessment are put into practice. It does not replace it.
Shown only when the answers above make it relevant
GuidanceOne entry per step, in the order the work is done. Include setting up, the work itself, and clearing away. Keep each step short enough to brief.
Sequence of work
Repeat for each step. Each one asks:
What is done at this step*Short answer
How it is doneNotes
Hazards at this stepTick all that apply
Work at height
Hazardous substances or dust
Electricity
Hot works
Manual handling
Plant and vehicles
Noise or vibration
Members of the public nearby
Other (describe)
Working height at this step (m)Number
Optional. Height of the highest point the crew must reach. Photograph it with a door or a person in the same plane and measure from the photo, or use a tape. It helps choose the access equipment.
Shown when “Hazards at this step” includes “Work at height”
CheckWork at Height Regulations 2005, regulation 4. Work at height must be properly planned, appropriately supervised and carried out as safely as is reasonably practicable. Say here how the work is reached and how falls are prevented.
Shown when “Hazards at this step” includes “Work at height”
CheckRecord the COSHH assessment reference for this substance on page 4.
Shown when “Hazards at this step” includes “Hazardous substances or dust”
CheckHot works are listed at this step. Record the permit on page 5.
Shown when “Hazards at this step” includes “Hot works”
Controls at this stepNotes
What stops the hazards causing harm: equipment, barriers, isolation, method, PPE.
Photos or drawings for this stepPhotos
Counts as a hot works stepWorked out by the form
Is there a hold point before the next step?Yes or No
A check that must be passed before work moves on.
What is checked, and by whom?Short answer
Shown when “Is there a hold point before the next step?” is Yes
Steps recordedWorked out by the form
Steps with a hold pointWorked out by the form
Steps with work at heightWorked out by the form
Highest working height (m)Worked out by the form
Shown only when the answers above make it relevant
4
Plant, materials and PPE
What is used to do the job, and what people wear.
Plant and power toolsTick all that apply
Hand tools only
Cordless power tools
110 V power tools
Cutting or grinding equipment
Drilling or breaking equipment
Generator
Forklift or telehandler
Excavator or dumper
Other (describe)
Access equipmentTick all that apply
No work at height
Stepladder or ladder
Podium steps
Mobile tower
Mobile elevating work platform
Fixed scaffold
Roof edge protection
Other (describe)
CheckWork at height is planned. The Work at Height Regulations 2005, regulation 4, require it to be properly planned and appropriately supervised, and done only when the weather does not put people at risk. Planning includes emergencies and rescue.
Shown only when the answers above make it relevant
Will equipment be checked before each use, and faults reported?Yes or No
CheckSay how equipment will be checked and how faulty equipment is taken out of use.
Shown when “Will equipment be checked before each use, and faults reported?” is No
Materials delivered and usedNotes
Include heavy or awkward items and how they are moved.
Will any hazardous substances be used or produced?Yes or No
Such as adhesives, solvents, resins, cleaning chemicals, or dust from cutting and drilling.
Hazardous substances
Repeat for each substance. Each one asks:
Shown when “Will any hazardous substances be used or produced?” is Yes
Product or substanceShort answer
Has a COSHH assessment been made for this work?Yes or No
COSHH assessment referenceShort answer
Shown when “Has a COSHH assessment been made for this work?” is Yes
WarningCOSHH assessment needed first. An employer must not carry out work liable to expose employees to a substance hazardous to health unless they have made a suitable and sufficient assessment of the risk and put in place the measures it identifies. Control of Substances Hazardous to Health Regulations 2002, regulation 6.
Shown when “Has a COSHH assessment been made for this work?” is No
Could the work disturb materials that may contain asbestos?Yes or No
Asbestos survey or register referenceShort answer
Shown when “Could the work disturb materials that may contain asbestos?” is Yes
WarningCheck the asbestos survey or register for the area before this work starts. If there is none, or the materials are not covered, stop and get advice before disturbing them.
Shown only when the answers above make it relevant
PPE to be wornTick all that apply
Safety helmet
Safety boots
High visibility clothing
Gloves
Eye protection
Hearing protection
Respiratory protective equipment
Fall arrest harness
Other (describe)
CheckPPE is the last option in HSE's order of controls. Check the steps on page 3 say what is done first to remove or reduce the hazard, and that the people wearing this equipment have been trained to use it.
Shown only when the answers above make it relevant
5
Permits, emergencies and environment
Permits, first aid, emergency and rescue arrangements, and waste.
Permits neededTick all that apply
None
Hot works permit
Permit to work
Electrical isolation
Confined space entry
Permit to dig
Other (describe)
Hot works permit referenceShort answer
Shown when “Permits needed” includes “Hot works permit”
Permit to work referenceShort answer
Shown when “Permits needed” includes “Permit to work”
What is isolated, where, and how is it locked off?Notes
Shown when “Permits needed” includes “Electrical isolation”
CheckA permit covers the steps it names. Work on those steps should not start until the permit has been issued, and it should be closed when the work is done.
Shown only when the answers above make it relevant
WarningA step on page 3 lists hot works, but no hot works permit is recorded here. Check the permit arrangements.
Shown only when the answers above make it relevant
First aider on site*Short answer
Where is the first aid kit?Short answer
GuidanceHealth and Safety (First-Aid) Regulations 1981, regulation 3. Employers must provide equipment and facilities that are adequate and appropriate in the circumstances so first aid can be given to employees who are injured or become ill at work.
Nearest hospital with an emergency departmentShort answer
Fire assembly pointShort answer
Describe it, and mark it with GPS if the site is large or new to the crew.
What happens in an emergencyNotes
How to raise the alarm, who calls the emergency services, and how the area is made safe.
GuidanceSerious and imminent danger. Employers must set up appropriate procedures for serious and imminent danger. Regulation 8 of the Management of Health and Safety at Work Regulations 1999.
Rescue plan for work at heightNotes
How someone would be brought down safely, for example from a platform or harness.
Shown only when the answers above make it relevant
Waste producedTick all that apply
General waste
Inert waste such as rubble
Metal
Packaging
Hazardous waste
Other (describe)
Will waste be taken off site?Yes or No
Shown when “Waste produced” is answered
Waste carrierShort answer
Shown when “Waste produced” is answered and “Will waste be taken off site?” is Yes
GuidanceDuty of care for waste. Waste may only be passed to an authorised person, with a written description of it. Environmental Protection Act 1990, section 34.
Shown when “Waste produced” is answered and “Will waste be taken off site?” is Yes
Noise, dust, spills and neighboursNotes
How dust, noise, run off and spills are controlled, and anyone who needs to be told before work starts.
6
Briefing
Everyone doing the work is taken through it before they start.
Has everyone on the crew had the site induction?Yes or No
Has the crew been briefed on this method statement?Yes or No
WarningBrief the crew before work starts. Employers must provide the information, instruction, training and supervision needed for health and safety at work (section 2 of the Health and Safety at Work etc. Act 1974). On construction work, contractors must give each worker appropriate supervision, instructions and information (CDM 2015, regulation 15).
Shown when “Has the crew been briefed on this method statement?” is No
Briefed byShort answer
Shown when “Has the crew been briefed on this method statement?” is Yes
DateDate
Shown when “Has the crew been briefed on this method statement?” is Yes
Does anyone need the briefing in another language or format?Yes or No
Shown when “Has the crew been briefed on this method statement?” is Yes
What was provided?Short answer
Shown when “Has the crew been briefed on this method statement?” is Yes and “Does anyone need the briefing in another language or format?” is Yes
Has the crew been told to stop and report if the work or conditions change from this method statement?Yes or No
Shown when “Has the crew been briefed on this method statement?” is Yes
CheckTell the crew what to do if the job cannot be done as written: stop, make safe and speak to the supervisor before carrying on.
Shown when “Has the crew been briefed on this method statement?” is Yes and “Has the crew been told to stop and report if the work or conditions change from this method statement?” is No
Questions or points raised by the crewNotes
Shown when “Has the crew been briefed on this method statement?” is Yes
Crew briefed and signed
Repeat for each signature. Each one asks:
Shown when “Has the crew been briefed on this method statement?” is Yes
NameShort answer
SignatureSignature
People signedWorked out by the form
Shown when “Has the crew been briefed on this method statement?” is Yes
CheckFewer people have signed than are listed on the crew. Brief and sign the rest before they start.
Shown only when the answers above make it relevant
7
Approval and sign-off
WarningNo risk assessment reference is recorded on page 3. Link the risk assessment before this method statement is approved.
Shown only when the answers above make it relevant
Points to resolve before work startsWorked out by the form
Counts a missing risk assessment, an unbriefed crew, a missing approval, hot works without a permit and crew members who have not signed.
GuidanceNothing counted above. The method statement is ready for the work to start, once the site conditions match it.
Shown only when the answers above make it relevant
CheckResolve the points counted above, or record why they do not apply, before the work starts.
Shown only when the answers above make it relevant
Written by*Short answer
Date writtenDate
Author signatureSignature
Has someone other than the author checked and approved it?Yes or No
CheckNo approver is recorded. Have the method statement checked by the manager responsible for the work before it is used.
Shown when “Has someone other than the author checked and approved it?” is No
Approved byShort answer
Shown when “Has someone other than the author checked and approved it?” is Yes
Date approvedDate
Shown when “Has someone other than the author checked and approved it?” is Yes
CheckThe approval date is after the start date. Check that work did not start before it was approved.
Shown only when the answers above make it relevant
Approver signatureSignature
Shown when “Has someone other than the author checked and approved it?” is Yes
Review dateDate
Days from writing to reviewWorked out by the form
Shown when “Review date” is answered and “Date written” is answered
CheckThe review date is before the date written. Check the dates.
Shown only when the answers above make it relevant
GuidanceReview the method statement if the method, the crew, the equipment or the site conditions change, after an incident or near miss, and when the linked risk assessment is revised.
See it filled in
A completed method statement report, made by SiteSurvey from a fictional site visit: every answer, the photos, the guidance that applied and the sign-off, ready to send as a PDF.
Not for most work. HSE says a method statement is not required by law for most work. The legal duties are a suitable and sufficient risk assessment, under regulation 3 of the Management of Health and Safety at Work Regulations 1999, and safe systems of work with the information, instruction, training and supervision needed, under section 2 of the Health and Safety at Work etc. Act 1974. A method statement is a practical way to show how you meet them.
What is the difference between a risk assessment and a method statement?
The risk assessment identifies the hazards and the controls. The method statement shows how those controls are put into practice, step by step, and does not replace the assessment. Together they are often called RAMS. This form asks for the risk assessment reference and flags one that is missing before approval, and it pairs with our risk assessment template.
Is this a RAMS template?
No. This is the method statement on its own, which pairs with our risk assessment template by reference. For both in one document, with the hazards and the steps checked against each other and the lists tailored to your trade, use the RAMS template. SiteSurvey keeps either on the same project as the crew briefing and signatures.
Can I use it as a job safety analysis template?
Yes. The sequence of work breaks the job into steps in order, and each step records how it is done, the hazards, such as work at height, electricity, hot works or manual handling, and the controls. You can add photos or drawings to a step and set a hold point that must be checked before work moves on.
Are there times when it must be written down?
On construction work, the arrangements for demolition or dismantling a structure must be recorded in writing before the work begins, under regulation 20 of CDM 2015. The form asks whether the work includes demolition and uses the sequence of work to record those arrangements. It also asks for the construction phase plan reference, which regulation 12 requires before the site is set up.
How is the crew briefed?
The briefing section records who briefed the crew and when, any language or format needs, and that the crew has been told to stop and report if the work or conditions change. Each person signs on the phone or tablet, and the form flags fewer signatures than people on the crew. In the SiteSurvey app it works offline.
When should a method statement be reviewed?
Review it if the method, the crew, the equipment or the site conditions change, after an incident or near miss, and when the linked risk assessment is revised. The form records a review date, and asks for someone other than the author to check and approve it before it is used.