Method Statement

In any work environment, ensuring employees' safety and well-being is paramount. One crucial tool for achieving this is the method statement. This article will explore the meaning and definition of method statements, their role in promoting health and safety, and how to develop, implement, and monitor effective method statements. Organizations can establish a safe work environment and comply with legal requirements by understanding these key aspects.

What is a Method Statement?

A method statement can be defined as a documented process that outlines the systematic approach to be followed when carrying out a task or project. It provides a clear plan, ensuring that work is conducted safely and controlled. Method statements are commonly used in high-risk industries such as construction, manufacturing, and engineering, where meticulous planning and adherence to safety protocols are essential.

A method statement serves several purposes. Firstly, it identifies potential hazards and assesses associated risks, enabling organizations to implement appropriate control measures. It also provides workers with step-by-step instructions, ensuring that tasks are executed in a structured and safe manner. Furthermore, method statements promote compliance with legal requirements and help organizations establish a safe system of work.

Key Components of a Method Statement

Several key components need to be considered to develop a comprehensive method statement. These include:

Project Overview

A method statement should start with a clear project overview. This includes providing context for the project, outlining the scope and objectives, and identifying any specific requirements or constraints. By setting the stage, workers can understand the project's context and the importance of adhering to the method statement.

Hazard Identification and Risk Assessment

One of the primary purposes of a method statement is to identify potential hazards and assess associated risks. This step involves conducting a thorough hazard identification process, including site visits, inspections, and consultations with relevant stakeholders. Once hazards are identified, a detailed risk assessment should be carried out to evaluate the likelihood and severity of each risk. This information is crucial for implementing appropriate control measures.

Sequence of Work

The method statement should outline the sequence in which tasks should be carried out. This ensures a logical and safe work progression, considering dependencies and constraints. Breaking complex tasks into manageable steps can help minimize risks and improve efficiency. The sequence of work should be carefully planned, considering the nature of the project and any specific requirements.

Resources and Equipment

Identifying the necessary resources and equipment is another crucial component of a method statement. It ensures workers can access the tools and materials required to perform their tasks safely and efficiently. This includes considering equipment suitability for the project and maintenance and inspection requirements to ensure continued functionality.

Health and Safety Procedures

A method statement should provide detailed health and safety procedures to maintain a safe work environment. This includes specifying the precautions and control measures for each task. For example, it may include guidelines for working at heights, handling hazardous substances, operating machinery, or managing confined spaces. Clear instructions and protocols help minimize risks and ensure consistency in safe work practices.

Communication and Training

Effective communication and training are crucial for the successful implementation of method statements. The method statement should outline how the information will be communicated among team members and relevant stakeholders. Additionally, it should identify the training requirements for employees to ensure they have the necessary knowledge and skills to perform their tasks safely. By fostering a culture of open communication and providing adequate training, organizations can promote adherence to method statements and overall safety awareness.


Developing an Effective Method Statement

To develop an effective method statement, organizations should follow a systematic process. The following steps can help in creating a robust method statement:

Gathering Information

Before drafting a method statement, it is essential to gather relevant information. Engage with stakeholders, including project managers, supervisors, and workers, to understand the project requirements, objectives, and potential risks. Conduct site visits and inspections to identify site-specific hazards and challenges. Consult safety regulations, industry standards, and best practices to ensure compliance and incorporate relevant guidelines into the method statement.

Collaboration and Input

Collaboration and input from various stakeholders are crucial for developing a comprehensive method statement. Involve employees and workers executing the tasks, as they possess valuable on-the-ground experience and insights. Seek expertise from different departments, such as safety officers, engineers, and specialists, to gather diverse perspectives and ensure all potential risks are considered. Encourage feedback and suggestions throughout the process to enhance the quality and effectiveness of the method statement.

Tailoring to the Project

A one-size-fits-all approach does not work for method statements. Each project has its unique characteristics, risks, and requirements. Tailor the method statement to suit the specific project by considering project scope, timeline, environmental conditions, and complexity factors. Identify project-specific hazards and control measures, ensuring the method statement adequately addresses them. Organizations can enhance its relevance and applicability by customising the method statement, leading to better safety outcomes.

Review and Approval

Thorough review and approval processes are essential to ensure the method statement's accuracy, completeness, and effectiveness. Engage supervisors, safety officers, and experts in the review process to validate the content and provide valuable input. Incorporate their suggestions, address any identified gaps or ambiguities, and make necessary revisions. Maintain clear documentation of the review and approval process to demonstrate compliance and facilitate future reference. Regularly update the method statement to reflect any changes in project requirements or safety standards.

Health and Safety Jigsaw Puzzle

Implementing and Monitoring Method Statements

Developing a method statement is just the first step. It is equally important to implement and monitor its execution to ensure that work is carried out safely and in line with the documented procedures. The following steps are crucial for successful implementation:

Communication and Training

Effective communication plays a vital role in the successful implementation of method statements. Ensure the method statement is communicated to all relevant parties, including workers, supervisors, and contractors. Conduct training sessions to familiarize employees with the content of the method statement and the associated safe work practices. Provide clear instructions and guidelines, emphasizing the importance of adherence to the method statement for their safety and the safety of others.

Regular Monitoring and Evaluation

Regular monitoring and evaluation are essential to assess the method statement's effectiveness and identify improvement areas. Supervisors and safety officers should conduct routine inspections and audits to ensure workers follow the prescribed procedures. Monitor the implementation of control measures, the use of personal protective equipment, and adherence to safe work practices. Collect feedback from workers regarding the practicality and effectiveness of the method statement and address any concerns or suggestions promptly.

Continuous Improvement

Method statements should not be static documents. Organizations should embrace a culture of continuous improvement, learning from incidents, near misses, and industry developments. Analyze any safety incidents or deviations from the method statement to identify root causes and implement corrective actions. Encourage workers to report hazards or suggest improvements to the method statement. Update the method statement based on feedback and lessons learned, ensuring it reflects the current best practices and addresses evolving risks.


Method statements play a vital role in ensuring safety and mitigating risks in the workplace. By incorporating legal requirements, conducting thorough risk assessments, and providing clear instructions, method statements establish a framework for safe work methods. Embracing method statements as an integral part of daily operations contributes to a safer work environment, protects employees' well-being, and helps organizations meet their health and safety goals. Prioritizing the development, implementation, and monitoring of effective method statements is a crucial step toward maintaining a safety culture and ensuring the well-being of all project workers.

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