This planned lifting assessment template guides you through creating a safe, compliant lifting operation. Record the activity, location, dates, and reviewers, then evaluate likelihood and impact to set an overall risk rating using a clear matrix. Capture load details including weight, dimensions, and lifting points. Verify plant and accessories such as forklifts, lifting beams, chains, slings, and eyebolts, and confirm current LOLER certificates and adequate capacities. Map the lifting journey, identify obstacles like narrow access, changes in level, blind spots, fixed objects, or overhead fittings, and plan mitigations. Consider weather for outdoor lifts. Assign roles, confirm operator training, and coordinate signaling for controlled access. Finish with sign-off to communicate the lift plan to all personnel and reduce risk.
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