Construction method statement template

Describe how a task will be done safely, step by step, with people, equipment and controls.

Use it on screen
Method statement templateScopePeople and equipmentSequenceEmergencies and sign-off📑
How to use itWrite it before high-risk tasks, based on the risk assessment. Brief the crew on it and keep it on site.

Who uses the method statement template and when

A method statement explains how work will be done in practice. Clients and main contractors often ask for one before work begins.

It works with your risk assessment: the assessment says what could go wrong; the method statement says how the job is done safely.

12 items. Use it on screen, or print it and fill it in by hand.

Scope

People and equipment

Sequence

Emergencies and sign-off

Using the method statement template well

  1. Base it on the risk assessment.
  2. Write steps in plain language.
  3. Brief the crew before work.
  4. Update if the method changes.
  5. Keep it at the work area.

The method statement template in practice

A subcontractor installing rooftop HVAC units writes a method statement covering crane lift, edge protection, the installation sequence and a rescue plan. The main contractor approves it and the crew signs the briefing record on the morning of the lift.

Why a construction method statement matters

OSHA’s construction standards set rules for cranes, fall protection and work near open edges, and a written sequence shows how a crew will meet them on this specific task. Main contractors often require one before letting a subcontractor start high-risk work, because it makes the plan reviewable before anyone is exposed.

Sample construction method statement, filled in

Project Riverside Medical Office, Columbus OH
Task Installing exterior glass curtain wall panels, levels 2-4
Crew Supervisor Carlos, 4 glaziers, 1 crane signal person
Equipment Mobile crane, vacuum lifter, two boom lifts
Key steps Set exclusion zone; lift panel; fix brackets; seal joints
Hold point Bracket alignment checked by Carlos before each lift
Briefing Crew signed 6:45 am, Sept 15

The hold point sits before each lift, not once per day, because a misaligned bracket would leave a panel hanging from the crane. The signal person is listed as a crew role so everyone knows who directs the load.

Easy construction method statement mistakes

The construction method statement by team type

Electrical contractorsAdd isolation and testing steps with named hold points before anyone works on a circuit.
Roofing crewsAdd weather limits, material hoisting and edge protection as the first numbered steps.
Pro tipAdd a simple sketch of the work area with access, exclusion zones and the muster point. Crews remember a drawing better than paragraphs.

Questions about the construction method statement

Is a method statement required?

Clients and contracts often require one.

How long should it be?

As short as possible while complete.

Who writes it?

The supervisor or contractor.

How is it different from a risk assessment?

It describes how the work is done.

What is the difference between a method statement and a risk assessment?

A risk assessment identifies hazards and rates them, while a method statement sets out the step-by-step way the work will be done with the controls built into each step. The two are often submitted together, sometimes called RAMS. The crew works from the method statement, and the risk assessment explains why the controls are there.

Who approves a method statement on a construction site?

The subcontractor’s supervisor or safety lead usually writes it, and the main contractor’s site manager or safety manager reviews and approves it before work starts. On some projects the client or engineer also signs off. Once approved, any change to the sequence should go back for review.

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Less chasing, more doing

Once the method statement template is in place, the next question is usually about shifts and hours. Book a demo to see how EZTime handles scheduling and time tracking.

Disclaimer: This template is general information to adapt to your own workplace. It is not legal, safety or compliance advice and does not replace inspections, training or requirements set by law, regulators, manufacturers or your insurer. Check the rules that apply to you with a qualified professional.