COMPANY NAME
LOGO
METHOD STATEMENT : Excavator use
Address: Landline: Mobile: Email:
Method Statement Information - please delete before use
Method Statement Examples
The following document is an example of a Method Statement carried out for a specific task and
should be used as a guide to help you complete your Method Statement. Such document should be
completed by a competent person. Please ensure you amend any safe systems of work to suit your
organisation and environmental details. For more information on how to create a Method Statement
please go to https://www.hsdirect.co.uk/free-info/method-statement.html or call us on 0114 2444461.
Other required documentation
This document should then be used in conjunction with an associated Risk Assessment and and
related COSHH assessments for any associated chemicals to provide a comprehensive set of safety
documentation for the task you are carrying out.
Personalising the document
Site Establishment & Mobilization
This involves the initial setup of the construction site, including boundary fencing, site office/container delivery,
utility setup, safety signage, and welfare facilities.
Series Series Number Number System Issue Date Enter Date
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COMPANY NAME
LOGO
METHOD STATEMENT : Excavator use
Address: Landline: Mobile: Email:
Project / Contract
Contractor
Site Address
Project Start Date
Expected Duration
Projected Completed Date
Name Title Signature Date
Document Author
Emergency Contact Details
Contact
Tel
Mobile
Data Protection Statement
The information and data provided herein shall not be duplicated, disclosed or disseminated by the
recipient in whole or in part for any purpose whatsoever without the prior written permission from
YOUR COMPANY
Use this page to highlight the significant hazards your staff and others will be exposed to, also
highlight the most important preventative/control measures that must be taken, HAZARDS and
CONTROL MEASURES will be taken from your RISK ASSESSMENT. You can also highlight quality
and environmental issues. The following are examples; please delete/enter your own
Series Series Number Number System Issue Date Enter Date
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COMPANY NAME
LOGO
METHOD STATEMENT : Excavator use
Address: Landline: Mobile: Email:
Staff Information Sheet
Please read the entire sheet before beginning the procedure, if you have any questions please contact your
manager or safety representative.
The following method statement has been developed to provide a safe system of work and must be
adhered to at all times, any significant deviation from this system must first be authorised by your
manager or safety representative. Please read the entire sheet before beginning the procedure, if
you have any questions please contact your manager or safety representative.
The main hazards to your safety and health are:
1. Falling from height.
2. Injury from incorrect manual handling.
3. Injury from slips, trips and falls.
4. Injury from the incorrect actions of other contractors on site.
5. Injury to members of the public during operations.
6. Injury from machine hazards.
7. Exposure to vibration.
Preventative measures you must take:
1. You must be competent to carry out the task.
2. You must be competent and have received training in the task.
3. Barriers and/or warning signs must be placed around the work area, where risk assessment has deemed
necessary.
4. Visitors and other members of staff are prohibited from entry unless accompanied by a competent person;
all visitors will be issued with personal protective equipment where appropriate.
5. You must not lift beyond your capabilities, get help if necessary.
6. You must follow all directions given by the manager or his agents.
Personal protective equipment you must wear:
1. Hard hat (at all times outside)
2. Safety boots (at all times)
3. Hi-visibility vests (when working on building site or near the highway)
4. Hearing protection (when operating machinery)
5. Overalls
Environmental protection measures you must take:
1. You must dispose of waste and packaging to the designated area provided for waste.
2. Hazardous substances and packaging must be disposed of in compliance with manufacturer and local
authority guidance.
3. Consideration must be given to potential for exposure to asbestos in buildings constructed before 2000.
Quality Control
1. Adhere strictly to the following procedure to ensure quality of service.
2. If in doubt contact your manager for clarification before proceeding.
Add in other relevant sections such as the items listed below. Your risk assessment will tell you which
control procedures must be in place (remove any that do not apply to you).
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Revision Number Revision Date Page 3 of 9.
COMPANY NAME
LOGO
METHOD STATEMENT : Excavator use
Address: Landline: Mobile: Email:
General Precautions
List all the different aspects of the task and under each heading explain how you will control the
significant hazards, if you think about this part carefully you may be able to produce a generic
document that will cover you for the majority of tasks you do, just changing the step by step
procedure for each different task.
Staff and Training
The works will be carried out by staff from YOUR COMPANY. All members of staff are experienced and have
been deemed competent to carry out tasks requested of them. List your staff qualifications; e.g. CSCS, PASMA,
PAL / IPAF, City and Guilds etc. A responsible person will be appointed to each job who will supervise all works
and be responsible for quality and safety. Apprentices and young workers will be supervised at all times and are
not allowed to carry out tasks for which they have not been trained.
Vehicle Safety
All company vehicles are subject to a planned maintenance and inspection program. Staff responsible for
vehicles will carry out daily and weekly checks to ensure continued roadworthiness. All drivers will comply with
road traffic regulations and the Highway Code. All loads will be securely fastened to the vehicle by competent
persons prior to travel.
PPE
All site workers will wear hard hats, safety boots and hi-visibility vests at all times; other items of PPE such as
dust masks, eye protection, ear protection and gloves are available to be worn as and when necessary.
Preparation and Induction
A risk assessment will be prepared for each task which will be discussed with members of staff, any queries or
concerns will be dealt with prior to starting work. Staff will be inducted on to site and will be expected to follow all
rules and safety procedures.
Manual Handling
All members of staff have been instructed on the potential dangers of manual handling and staff will not lift items
or equipment beyond their capabilities. Heavy or awkward items will be broken down into smaller units or dual
lifted where this is not possible. It is the responsibility of the site foreman to assess every situation that requires
manual handling and enforce control procedures where he/she deems necessary; where practical, mechanical
aids should be available and used.
Please also download Manual Handling at Work a short guide from the HSE
First Aid
It is the responsibility of the company to ensure adequate first aid provision for its staff. Adequate means
provision of a trained first aider, suitable first aid equipment and/or the provision of an appointed person at the
minimum. A trained first aider will be a suitable person who has attended a recognised course and attends a
refresher course every year and a full course every 3 years. An Appointed Person is a person provided by the
employer to take charge of the situation (e.g. to call an ambulance) if a serious injury/illness occurs in the
absence of a first aider. Principal Contractors will ensure sufficient first aid cover for sites under their control.
Access and Egress
On construction sites, the Principal Contractor is responsible for providing safe access and egress to the site;
YOUR COMPANY staff will ensure safe access and egress is maintained for themselves and other
contractors/members of the public in the area they are working in. Good standards of housekeeping will be
maintained by all staff. Warning notices and barriers will be deployed as required. Debris will be cleared away on
a regular basis and the site left clean and tidy at the end of a shift or task.
Working at height
Falls from height remain the single biggest cause of work-related death in the UK.
Do not jump from vehicles, always use the access steps and handrail provided.
Contractor/Visitor Safety
Series Series Number Number System Issue Date Enter Date
Revision Number Revision Date Page 4 of 9.
COMPANY NAME
LOGO
METHOD STATEMENT : Excavator use
Address: Landline: Mobile: Email:
YOUR COMPANY will liaise with other contractors' staff on a day to day basis and ensure they are aware of the
risks present during the works. Staff and contractors will not leave any area of work in a dangerous condition or
with risks to themselves, other contractors, tenants, or visitors; all tools and equipment will be cleared to secure
storage at the completion of each shift. Scaffold, ladders and any other access to height will be made
inaccessible.
Concealed and Overhead Services (Example text)
In the case of concealed services, all areas will be CAT scanned prior to the start of work. Liaison between
YOUR COMPANY, the site management and the contractor must take place and reference to drawings and
plans should be made where available.
For overhead services warning signs will be posted and the raising of jibs, plant loaders etc. and other
equipment will not be permitted without the use of a work permit.
Vehicles working in the area of overhead services will operate with a banksman at all times.
Refuelling Procedure on Site for Plant Machinery and Equipment
Fuel for all YOUR COMPANY equipment is carried in explosive proof metal containers and secured in the van.
Plant and machines will be refuelled away from the van, visitors, and members of the public. Fuel is transferred
from the proprietary containers by certified fuel transfer unit or through a funnel into the machine tank. Caution
will be exercised to prevent overfilling and spillages will be cleared up immediately. Return the fuel can to the
van and ensure it is clamped in position and the van locked Smoking is not permitted in any of YOUR
COMPANY vehicles at any time, including during operation of plant equipment and machines on or off clients'
premises.
Welfare (Example text)
The Principal Contractor is responsible for providing adequate washing, toilet, drying and refreshment facilities
for staff and subcontractors; staff and contractors are responsible for ensuring that such welfare facilities are
maintained in a clean and wholesome manner. This will be your responsibility when you are the Principal
Contractor, it may be necessary occasionally for your company to identify suitable local amenities.
Other headings for the aspects of the task and your company may include:
Background and Preparation
Inductions
Permits to Work
Machinery Shutdown and Lock Off Procedures
Site Access and Egress
Manual Handling
Safety of Other Contractors and Members of the Public
For all the above titles enter what control procedures you either have in place or will put in place to
ensure the safety of workers, visitors and anyone else who is affected by your operations.
Series Series Number Number System Issue Date Enter Date
Revision Number Revision Date Page 5 of 9.
COMPANY NAME
LOGO
METHOD STATEMENT : Excavator use
Address: Landline: Mobile: Email:
Task Description
Site Establishment & Mobilization
Describe in detail the step by step tasks or process to be followed in order to complete the task safely.
Delete any that do not apply to your situation.
Step by Step Process
Loading - Unloading of Excavatoron Trailer
Step by Step Procedure
1. Site Access & Briefing
- Ensure access road is suitable for delivery vehicles.
- Deliver briefing to setup team regarding method, risks, and responsibilities.
2. Site Boundary Setup
- Install perimeter fencing or hoarding.
- Secure access gates and lockable points.
3. Delivery of Facilities & Containers
- Unload office containers, stores, and welfare units using crane or forklift.
- Use certified lifting plan and ensure area is cordoned off.
4. Installation of Temporary Utilities
- Connect water and power to the site as per approved plan.
- Arrange for temporary lighting if work occurs during evening.
5. Signage Installation
- Fix directional, warning, and informational signage.
- Include fire points, muster point signs, PPE notices, etc.
6. Fire Points and Safety Equipment
- Distribute fire extinguishers and install fire points.
- Ensure emergency contact lists are visible.
7. Walkways and Vehicle Routes
- Define pedestrian and vehicle movement areas using barriers and signs.
- Install speed limit and caution signage.
8. Waste Skips and Storage Areas
- Allocate area for waste and recycling bins.
- Identify material storage zones using signage and barriers.
9. Final Check & Approval
- Supervisor to walk through and inspect setup.
- Client or main contractor to sign off before works commence.
Series Series Number Number System Issue Date Enter Date
Revision Number Revision Date Page 6 of 9.
COMPANY NAME
LOGO
METHOD STATEMENT : Excavator use
Address: Landline: Mobile: Email:
Series Series Number Number System Issue Date Enter Date
Revision Number Revision Date Page 7 of 9.
COMPANY NAME
LOGO
METHOD STATEMENT : Excavator use
Address: Landline: Mobile: Email:
Sign Off Sheet
I have read and understood the contents of this Method Statement. Anything I did not understand has
been explained to me to my satisfaction. I agree to follow the Method Statement and understand that
any instructions are provided for my safety and the safety of others.
Print Name Signed Date
Series Series Number Number System Issue Date Enter Date
Revision Number Revision Date Page 8 of 9.
COMPANY NAME
LOGO
METHOD STATEMENT : Excavator use
Address: Landline: Mobile: Email:
Further Information
As your business develops, Health and Safety becomes harder to manage. HS Direct and EL Direct
were set-up with you in mind.
We work with thousands of small to medium-sized businesses - delivering practical guidance to
ensure your company grows in line with the law and has all the support needed.
Our experienced team can help, assessing your current H&S and Employment Law procedures,
highlighting compliance issues that could leave you open to incidents, claims and financial penalties.
We can recommend actions and documents that can help, as well as longer-term solutions and
systems to maintain safety excellence day in, day out.
For 15 years, we've helped clients reduce risk and run safer, more compliant businesses.
Let's talk about what we can do for you.
Your feedback is important to us, so we'll give you a call in the coming days to ensure you could find
everything you needed today.
If you'd like to speak to us in the meantime about anything you've seen on our website or the services
below please don't hesitate to give us a call.
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Revision Number Revision Date Page 9 of 9.
