Top 3 Method Statement Templates

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What is a Method Statement?

A method statement is a document that outlines the safe way of performing a specific job or project. Method statements are completed by persons overseeing a team or job and outline a step by step guide of how to perform the job safely and control measures required. It is commonly used in high risk construction activities and requires review and sign off from all workers before commencing the job.

This article covers 1) the differences between method statements vs other safety tools; 2) how to complete a method statement (with examples); 3) technology that can help you streamline documentation; and 4) method statement templates you can download and use.

Go straight to 3 featured method statement templates you can download and customize immediately.

Method Statement, JSA and Risk Assessment - Which is which?

These 3 safety tools all play an important role in identifying hazards and ensuring a safe working environment. Though similar, these 3 processes serve different purposes:

  • Risk Assessment is a systematic examination of a workplace to 1) identify hazards, 2) assess injury severity and likelihood and 3) implement control measures. The scope of risk assessments are much broader and can cover an entire workplace. It is often the first step used to prioritize hazard controls and can then prompt a separate JSA or Method Statement for specific tasks or jobs. Learn more about how to perform a risk assessment in our ultimate risk assessment guide.
  • JSA is s a process of looking at a specific work task (i.e. preparation of chemicals) and considering what is the safest way to complete it. It involves breaking down the task into specific steps and identifying hazards and preventive measures. Learn more in our JSA guide here.
  • Method Statements as explained above are job or project focused and document the key steps of completing the project safely. These documents are communicated before work commences and serve as a guide in organizing and planning how to perform tasks efficiently and safely.

What Makes a Good Method Statement?

Method statements must be clear and should not be too complicated. They should be easy to understand by those who carry out the work and their immediate supervisors to avoid confusion.

A good method statement should fundamentally contain the following key elements:

  1. What work is to be done? - this includes scope, problem statement or description of work, and equipment and tools to be used.
  2. What are the tasks involved? - list all tasks or processes to finish the work. Also determine the responsible staff or member for each task.
  3. What are the hazards that may cause potential harm to workers? - perform a basic risk assessment to identify hazards associated with the tasks.
  4. What measures are to be implemented? - determine control and preventive measures including emergency procedures in place.
  5. Was the method statement validated? - validate the method statement by having all involved worker sign off.

Click here to preview an example of a completed method statement.

iAuditor Mobile App for Efficient Method Statements

Method statements are important safety documents, but can be time consuming to prepare, burdensome to capture signatures and easy to lose. A digital solution like iAuditor can replace paper method statements with a mobile app. Complete reports on the spot with the use of your hand-held device and validate audits by gathering electronic signatures faster and easier. All completed method statements are automatically saved online - no more lost paperwork.

To help you get started, we have created 3 mobile method statement templates you can download for free and fully customize - no programming skills required!

3 Digital Method Statement Templates

1. Method Statement Template

This method statement template can be used prior to a work commencing. This template can be used by safety managers and inspectors to document key activities to be performed and the precautions or controls measure that the workers need to be aware of. The template was converted using iAuditor and can serve as a guide for inspectors to perform the following:

  1. Describe scope of work.
  2. Document the tasks involved, risk associated with these tasks and control measures.
  3. Participants should provide digital signatures to validate the report.

2. Safe Work Method Statement (SWMS) Template

This safe work method statement (SWMS) template outlines the high risk construction work activities to be carried out at a workplace, the potential and existing hazards associated with these activities, and the measures to put in place to control the risks.


3. Risk Assessment and Method Statement (RAMS) Template

This risk assessment and method statement (RAMS) template asks significant details to enable everyone involved in an operation to be clear about what has to be done, where and with what. Also it records hazards arising from the work and the precautions that have to be taken and by whom.

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  4. Take photos, create actions and generate reports on your device
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