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Practical Forklift Operator Evaluation

by Laura Moran, from the Community

Use this practical forklift operator evaluation checklist to assess operator competency and safe work practices. Evaluate entry procedures, seat belt use, driving forward and in reverse, sharp turns, situational awareness, precise control, load pickup and placement, keeping loads against the back of the forks, tilting and reaching, loading and unloading racking, dropping off loads, horn use, smooth braking, parking, and safe dismounting. Capture trainer and operator details, signatures, and dates to support certification and compliance.

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Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

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This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Forklift Truck Operator Safety Evaluation 1.1
This forklift truck operator safety evaluation checklist helps assess operator competency and safe practices across the full task cycle. It covers assessor competency requirements (PUWER Regulation 9), verification of operator training and authorization, pre‑shift safety inspections, understanding of capacity plates and fault reporting, safe mounting and dismounting, seatbelt use, observation and signaling, control use, load handling and stability, maneuvering and speed, stacking and de‑stacking technique, and safe parking procedures. The form guides assessors to document findings, recommend corrective actions, and complete evaluations with comments and signatures for both operator and assessor.
by Michael North, from the Community
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Template
Forklift Operator Task Observation and Certification
This forklift operator task observation and certification checklist helps assess operator competence and compliance. Use it to verify licenses and PPE, document pre-use safety checks, and evaluate skills such as mounting, seat belt use, load handling, cornering, gradients, reversing, and shutdown. Includes assessor notes and operator acknowledgement, plus questions on high-risk controls, isolation, horn use, and pedestrian safety.
by Rudy Sanchez, from the Community
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Template
Forklift Operator Safety Checklist
This is a comprehensive evaluation checklist which can be used by managers to audit the competency of the forklift operator and ensure the overall safe operation of the forklift. Begin by assessing the operator's competency by checking for valid certificate of training. Next, proceed with observing how the operator controls the forklift and maneuvers in different directions. Check if the operator matches the load with the truck's capacity and stability, and how the operator stacks the load. Lastly, provide an overall evaluation of the operator's performance and add some recommendations to improve competency and safety. Confirm the evaluation by including both the operator's and the evaluator's name and signature. SafetyCulture templates can be edited to fit the needs of your workplace.
by SafetyCulture
Downloads: 600+
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Template
Forklift Operator Safety Evaluation
Evaluate forklift operator competence with a structured checklist for powered industrial trucks. Assess pre shift inspections, understanding of the capacity plate, safe mounting and dismounting, seatbelt use, visibility and horn use, and unattended vehicle procedures. Review smooth starts and stops, steering and brake use, and correct operation of hydraulic controls. Verify load capacity matching, load stability, and safe maneuvering at appropriate speeds in forward and reverse. Check stacking and de stacking practices including entry and withdrawal, fork level, correct set down, undercut limits, and safe load placement. Confirm safe parking steps including park brake, neutral, forward tilt, forks lowered, wheels straight, and key removal. Use this free template to standardize evaluations and improve workplace safety.
by Jeff Trout, from the Community
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Practical Forklift Operator Evaluation

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Forklift Truck Operator Safety Evaluation 1.1

Forklift Operator Task Observation and Certification

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Forklift Operator Safety Evaluation

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Forklift Truck Operator Safety Evaluation 1.1

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