Method Statement Templates
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Published October 15th, 2020
What is a Method Statement?
A Method Statement is a document used to outline a series of steps on performing a specific job or accomplishing a project and ensures that necessary precautions or control measures are communicated to those involved.
Methods of statement help provide evidence that significant health & safety risks have been identified and there are safety systems in place. Initially, they must be written after performing a risk assessment for a particular job. As the job commences, the method statement serves as a ‘live’ document that will continually be reviewed; this will help account for any sudden occurrences that may need adoption of revised work practices.
Method Statements, SOP, JSA, and Risk Assessment: Which is Which?
Standard Operating Procedures (SOP), Job Safety Analysis (JSA), and Risk Assessment are often used interchangeably with method statements, however, each serve specific purposes despite some similarities. Take a brief look on how each differs from each other:
Standard Operating Procedure (SOP)
An SOP is a written set of detailed instructions to help workers successfully and safely perform a specific hazardous task (e.g. confined space entry, welding operations, using a circular saw). Also referred to as work instructions, SOPs are best for highly skilled jobs and when the equipment and work environment change often. After creating an SOP, a method of statement can then be used to outline the exact steps needed to perform the task.
Job Safety Analysis (JSA)
JSA, also often called as THA (Task Hazard Analysis) or Pre-Work Safety Check, requires those involved in an individual work task to undergo a review of a work step before actually doing it. It serves as a final check that the risk assessment and SOP are appropriate for the work task. The JSA should be completed prior to the creation of method statement.
Compared to the previous two, risk assessment is a high-level examination of a workplace. It aims to identify hazards, assess injury severity and likelihood and implement control measures throughout a workplace, and not just those that can directly impact an individual employee. It is often a legal requirement in some countries and acts as a first step in prioritizing hazard controls and subsequently prompts 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.
What then is a risk assessment method statement (RAMS)?
RAMS is essentially a method of statement containing findings from the risk assessment. Often referred to as a safe system of work documents, it is performed after a risk assessment and contains detailed information about the hazard and a step-by-step working guide summarized in a RAMS template.
What is a Safe Work Method Statement (SWMS)?
A Safe Work Method Statement (SWMS) is a term used for method statements that are legally-required for high-risk construction work (HRCW) in Australia. It is part of the legal framework relating to Australian State and Territory WHS laws. The definition of HRCW and the 18 HCRW are defined within the regulations of each Australian State and Territory.
Which high-risk industries also use a method statement?
Apart from the construction industry, methods of statement are also used in other industries that involve high-risk work tasks. Here are some of those industries:
- Landscaping Maintenance
- Glass Installation
- Geotechnical Investigation
- Vegetation Management
- Stormwater Drainage Inspection
- Topographic Surveys
- Tree Surgeries
Who should write a Method Statement?
A method statement should be developed by a supervisor, manager, or any competent person who is adept with the working processes being reviewed. In the construction industry, it may be required that method statements be agreed on between a client, contractor, and principal contractor.
Further, method statements are recommended to be written by those involved in these situations:
- Those carrying out work that is high-risk
- Those carrying out work that is complex
- Those responsible for performing risk assessments as part of a job
How to Write a Good Method Statement?
Method statements should not be too complicated and written clearly. They should be easily understood by those who carry out the work and their immediate supervisors to avoid confusion. To write a good method of statement, here are some fundamental questions that it should answer:
- What work is to be done? – this includes scope, problem statement or description of work, and equipment and tools to be used.
- What are the tasks involved? – list all tasks or processes to finish the work. Also determine the responsible staff or member for each task.
- What are the hazards that may cause potential harm to workers? – perform a basic risk assessment to identify hazards associated with the tasks.
- What measures are to be implemented? – determine control and preventive measures including emergency procedures in place.
- Was the method statement validated? – validate the method statement by having all involved worker sign off.
Method statement templates are often used by organizations to ensure consistency in documentation. We have prepared a completed method statement sample in our Featured Templates below.
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.
With a digital solution like iAuditor by SafetyCulture, you can:
- Replace paper method statement templates with a mobile app
- Complete reports on the spot with the use of your handheld device
- Validate audits by gathering electronic signatures faster and easier
- Save all reports online and automatically share it with members of your organization. Preview a sample report.
- Use for free with small teams. Unlimited reports and storage for premium accounts
To help you get started, we have created method statement templates you can download for free and fully customize – no programming skills required!
Featured Method Statement Templates
Work Method Statement Template
This work method statement template is used to document tasks involved in a specific task, associated hazards, and its precautionary measures. Customize it according to your industry and maximize the use of this method of statement template by following the steps below:
- Describe the scope of work
- Define the tasks and associated risks
- Provide control measures for the identified risks
- Add all involved personnel
- Complete documentation by signing off with digital signature
Open the PDF file to see a finished work method statement example with this template.
Construction Method Statement Template
A construction method statement template is a type of work method statement used by the construction industry to manage work and ensure that necessary precautions are set and communicated to workers involved. A construction method of statement is an essential requirement for HSE (Health & Safety Executive) regulations. Consider the following points below to benefit from this method statement template:
- Take or attach photo of site.
- Determine employees assigned to supervise and employees involved in the work or project.
- List down the work or project methodology and identify the associated hazards and control measures.
- Provide emergency procedures and contact details.
- Complete by signing off on whole document and the construction method statement briefing record.
Risk Assessment and Method Statement (RAMS) Template
This risk assessment and method statement (RAMS) template requires significant details to enable everyone involved in an operation to be clear about what has to be done, where, and with what. This RAMS template also records hazards arising from the work and the precautions that have to be taken and by whom.
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. Use this method of statement template to standardize SWMS best practices across all work activities in construction sites.