Top 4 Method Statement Templates

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A Method Statement is a document widely used in the construction industry to control identified health and safety risks (following the preparation of a risk assessment). Method statements outline the safe way of performing a specific job or accomplishing a project and ensure that necessary precautions or control measures are communicated to those involved. A method statement provides evidence that significant health & safety risks have been identified and there are safety systems in place.

This article briefly discusses: 1) the difference between method statements vs other safety systems; 2) how to make a good method statement; and 3) technology to help you streamline method statements.

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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.

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.

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:

To help you get started, we have created 4 method statement templates you can download for free and fully customize - no programming skills required!

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4 Digital Method Statement Templates

1. 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 template by following the steps below:

  1. Describe the scope of work
  2. Define the tasks and associated risks
  3. Provide control measures for the identified risks
  4. Add all involved personnel
  5. Complete documentation by signing off with digital signature

2. Construction Method Statement Template

A construction method statement template is a tool used by the construction industry to manage work and ensure that necessary precautions are set and communicated to workers involved. A construction method statement is an essential requirement for HSE (Health & Safety Executive) regulations. Consider the following points below to benefit from this template:

  1. Take or attach photo of site
  2. Determine employees assigned to supervise and employees involved in the work or project
  3. List down the work or project methodology and identify the associated hazards and control measures
  4. Provide emergency procedures and contact details
  5. Complete by signing off on whole document and the method statement briefing record

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3. 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.


4. 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.