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Lifting Operations Safety Checklist

Free Safety Checklist template · Category: ConstructionView all Safety Checklist templates
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Checklist Questions

Every question is included by default. Untick any you want to leave out, or delete the ones you don't need.

Click Add Question to add your own custom checks. Click a row to edit its wording, and drag to reorder.

The Yes / No / N/A tick-boxes and comments space are added automatically on the exported PDF or Word document.

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Print-ready PDF with Yes / No / N/A tick-boxes and a comments space.

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An editable Word (.doc) version with Yes / No / N/A tick-boxes and a comments space.

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A spreadsheet version for digital tracking and filtering.

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Risk Assessment Description:

This lifting operations safety checklist template from Health & Safety Zone helps site supervisors and lift coordinators verify that every lifting task on construction sites is carried out safely and in line with legal duties.

The checklist covers the full spectrum of safety dimensions – planning and authorisation, risk assessment, competence of personnel, site conditions, load calculations, equipment inspection, PPE, exclusion zones, weather, emergency arrangements and post‑lift make‑safe. It reflects the requirements of the Lifting Operations and Lifting Equipment Regulations 1998 (LOLER), the Provision and Use of Work Equipment Regulations 1998 (PUWER) and current HSE guidance on planning and organising lifting operations. It also supports coordination with site traffic management and ensures that lifting operations do not interfere with other critical works.

Use this checklist for:

  • Pre‑lift planning and approval.
  • On‑site lift execution and monitoring.
  • Post‑lift completion and record keeping.

To use the checklist, the appointed lift supervisor records a Yes, No or N/A answer for each question before the lift starts. Any No response must be resolved – either by correcting the issue, applying additional controls, or halting the lift until it is safe. Completed checklists are retained as part of the lift documentation and can be reviewed during audits.

Fully editable and shareable — customise the questions to your project, download as a PDF and share with your team.

Compliant with: Lifting Operations and Lifting Equipment Regulations 1998 (LOLER); Provision and Use of Work Equipment Regulations 1998 (PUWER); HSE guidance on planning and organising lifting operations.

Sample PDF Document Image:

Checks covered in this Lifting Operations Planning, Execution and Completion checklist

This Lifting Operations Planning, Execution and Completion safety checklist template covers 24 checks. Customise the questions to your workplace, then download a professional, print-ready PDF with Yes / No / N/A tick-boxes and a comments space.

#Checklist item
1Has a lift plan been prepared and approved by the appointed person?
2Is the appointed person competent and authorised to plan and supervise the lift?
3Have all operatives involved been trained and competent for their roles (operator, slinger, banksman)?
4Is a competent banksman appointed and positioned to control the lift?
5Have the load weight and centre of gravity been correctly calculated and recorded?
6Are all lifting accessories (slings, shackles, hooks) suitable for the load and in good condition?
7Is the lifting equipment (crane, hoist, forklift) inspected and does it have a current LOLER thorough examination certificate?
8Is the lifting equipment maintained in accordance with PUWER requirements?
9Are the ground conditions suitable and level for the lift, with no soft spots or obstructions?
10Is the exclusion zone clearly marked and secured to prevent unauthorised entry?
11Is the weather forecast suitable, with no high winds, heavy rain or lightning expected during the lift?
12Is the load properly rigged and secured before lifting?
13Is the load free from damage that could cause failure during the lift?
14Are emergency stop controls functional and accessible?
15Are all personnel wearing appropriate PPE for the lift (hard hat, high‑visibility, safety footwear, gloves)?
16Is a clear line of sight maintained between the operator and load, or are suitable spotting aids used?
17Are communication methods (radio, hand signals) agreed and tested?
18Are the lifting accessories inspected for visible wear, corrosion or damage before use?
19Is the crane/hoist capacity displayed and not exceeded?
20Is the area around the lift free from overhead power lines and other hazards?
21Are first‑aid facilities and emergency contact details readily available on site?
22After the lift, is the equipment isolated, parked safely and keys secured?
23Is a post‑lift inspection performed to confirm no damage to equipment or site?
24Is the lift plan documentation filed as required after completion?

Frequently asked questions

Are these safety checklist templates really free to download?

Yes — completely free. Customise any checklist to your workplace and download a professional, print-ready PDF in minutes. No paywall, and no signup required for guests.

What format do the safety checklists download in?

Checklists download as a professional PDF, ready to print and complete on-site — each question has clear Yes / No / N/A tick-boxes and a comments space. You choose portrait or landscape at download. Word and spreadsheet formats are being added.

Can I customise the checklist questions to my workplace?

Yes — fully. Add your own questions, edit or remove any of the pre-written ones, and reorder them to suit your site, task or inspection before you download.

Are the safety checklists suitable for UK workplaces?

Yes. The checklists are written around UK health and safety good practice and HSE guidance, and are suitable for inspections, audits, toolbox checks and routine workplace monitoring.

Do I need an account to use the checklist templates?

No — guests can build and download a checklist for free without signing up. Register a free account if you want to save checklists to your dashboard and edit them later.

Can I add my company logo and branding to the checklist?

Yes — add your company logo, colours and details on Standard and Pro plans, so the exported checklist carries your own branding. Guests and Free downloads carry Health & Safety Zone branding.

How do I complete the checklist once it is downloaded?

The exported checklist is a blank, ready-to-use document: print it and tick Yes, No or N/A against each question and write any comments in the notes space, then sign and date it in the sign-off section.

What types of safety checklist can I create?

We are building specialist checklists across a wide range of subjects and industries — fire safety, workplace inspections, equipment and machinery checks, site inductions, vehicle checks, PPE, first aid and more. Browse by category to find the right one.

How often should safety checklists be completed?

It depends on the activity and your risk assessment — many checks are daily, weekly or monthly, while others are done before each task or shift. Completed, dated checklists provide a useful record of your monitoring.

Are the checklists a substitute for a risk assessment?

No. A checklist is a monitoring and inspection tool that complements your risk assessments and method statements — it helps confirm that controls are in place and working. Use them alongside your risk assessments.

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