Health & Safety

Method Statement Template

A method statement is the operational sister to a risk assessment - it describes step-by-step how a task will be carried out safely. Together with the risk assessment, it forms the RAMS (Risk Assessment and Method Statement) that UK contractors must produce for each work activity. Method statements are project-specific - generic templates fail main contractor reviews and HSE inspections.

What is a method statement template?

A written description of: (1) the work to be done; (2) the sequence of operations; (3) the plant, equipment and materials needed; (4) the workers and their competence; (5) the safety controls at each step; and (6) what to do if things go wrong. Method statements are typically 5-15 pages depending on the work complexity.

Who needs one?

Every UK contractor needs method statements for their work activities. Required by main contractors at pre-start, by HSE during inspections, and by accreditation schemes (CHAS, SafeContractor, SMAS) during desktop assessments.

UK legal basis

  • SSConstruction (Design and Management) Regulations 2015
  • SSHealth and Safety at Work etc Act 1974
  • SSManagement of Health and Safety at Work Regulations 1999
  • SSTrade-specific regulations (Work at Height 2005, COSHH 2002, etc.)

Key sections to include

1. Document control
Title, project, document number, version, author, approval signatures, date
2. Scope of work
Exactly what work is covered - location, extent, programme, sequence
3. Reference documents
Risk assessment, drawings, specifications, manufacturer instructions, British Standards
4. Personnel and competence
Number of workers, roles, required qualifications and cards
5. Plant and equipment
Specific tools, machinery, lifting equipment, RPE, PPE
6. Materials
What's being installed, COSHH-relevant substances, manual handling considerations
7. Sequence of operations
Step-by-step actions in chronological order with safety controls at each step
8. Permits required
Hot works, confined space, lift plans, working at height permits where applicable
9. Emergency arrangements
First aid, evacuation, equipment failure response
10. Quality control
Inspection points, test requirements, defect handling

Worked example

Example sequence: lead flashing installation. Step 1: Erect mobile scaffold to BS EN 12810 (Working at Height Regs 2005, scaffold inspection by competent person). Step 2: Remove existing flashing using soft mallet, gloves, eye protection (manual handling, hand injuries). Step 3: Clean substrate, brush off debris (RPE if dusty). Step 4: Apply lead flashing, fix mechanically per manufacturer's instructions (BS EN 12588). Step 5: Seal and finish with lead sealant (COSHH assessment for sealant). Step 6: Quality check with foreman before scaffold strike.

Common mistakes

  • !Generic templates copied between projects with project name swapped
  • !Sequence of operations missing - just a list of hazards instead
  • !No plant and equipment details specified
  • !References to outdated legislation (e.g. CDM 2007 instead of 2015)
  • !Method statement doesn't match the actual work - written for a different scope

FAQ

What's the difference between RAMS and a method statement?+

Method statement is the 'how to do it safely' part. Risk assessment is the 'what could go wrong' part. RAMS is the combined document covering both.

How long should a method statement be?+

Proportionate to risk and complexity. A simple 1-day job: 5-8 pages. A major scaffolding installation: 15+ pages. Generic 1-page method statements fail main contractor reviews.

Do I need a separate method statement for each project?+

Yes - each project must have a project-specific method statement. Generic templates that haven't been adapted to the actual scope fail HSE and main contractor reviews.

Can I write my own method statements?+

Yes - most UK contractors write their own. Increasingly, AI-generated method statements (like Complys) produce trade-specific, project-specific documents in 30 seconds.

How often should method statements be reviewed?+

When scope changes, when site conditions change, after near-misses, or as a minimum at 12-month intervals on long projects.

Get a customised method statement template in 30 seconds

Complys generates trade-specific, project-specific method statement templates with your branding, references current UK legislation, and exports as PDF for sharing with main contractors. 90-day free trial.