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Method Statement Templates

Create professional method statements for different use cases

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What is a Method Statement?

A Method Statement is a document used to describe how to control identified health and safety risks following the preparation of a risk assessment. Method statements, which are widely used in the construction industry, outline ways on performing a specific job or accomplishing a project and ensures that necessary precautions or control measures are communicated to those involved.

Creating methods of statement helps provide evidence that significant health & safety risks have been identified and there are safety systems in place. Initially, it must be written after performing a risk assessment for a job that will take place. As the job commences,, the method statement serves as a ‘live’ document that will continually be reviewed; this will help account any sudden occurrences that may need adoption of revised work practices.

Method Statement, JSA and Risk Assessment: Which is Which?

Job Safety Analysis (JSA), risk assessment, and method statement are valuable safety methodologies that all play an important role in identifying hazards and ensuring safe working environments. Though they have similarities, 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.
  • Methods of Statement, as explained above, are job- or project-focused; they document the key steps of completing the project safely, which are communicated before work commencement. They serve as guides in organizing and planning how to perform tasks efficiently and safely.

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:

  • Self-employed
  • 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 statement, here are some fundamental questions that it should answer: 

  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 statement templates are often used by organizations to ensure consistency in documentation.


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:

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


Carlo Sheen Escano

SafetyCulture staff writer

Carlo Sheen Escano is a contributing writer for SafetyCulture based in Makati City, Philippines. Sheen has experience in digital marketing and has been writing for SafetyCulture since 2018. His articles mainly discuss risks in the workplace and well-known safety and quality processes used to mitigate them. Furthermore, Sheen is passionate about providing insights to global customers on how technology can help them to do the best work of their lives.