Lifting Plans



In the United Kingdom, a lifting plan is required for every lifting operation, as set out in the Lifting Operations and Lifting Equipment Regulations 1998 (LOLER). While the complexity and detail of the plan can vary, the fundamental requirement is essential. The primary aim is to ensure the safety of all individuals involved and to mitigate the risks inherent in lifting, moving and lowering loads.

Lifting plans must be planned, created, and managed by an ‘Appointed Person for Lifting Operations’. This individual must possess the relevant level of competence proportionate to the context and complexity of the lifting activities undertaken and risks involved.

For routine, low-risk lifts, such as a forklift truck moving a standard pallet in a familiar warehouse environment, a single, generic lifting plan may suffice. This initial plan should be reviewed periodically to ensure its continued validity.

For complex or high-risk lifting operations, a unique and detailed written lifting plan is essential for each individual lift. Examples of such operations include:

  • Lifts involving multiple cranes working in tandem
  • Lifting personnel
  • Operations in hazardous or restrictive environments, such as near overhead power lines or on unstable ground
  • Lifting of unconventional or difficult loads

Key elements of a lift plan typically include:

  • A detailed risk assessment: Identifying all potential hazards
  • Method statement: A step-by-step guide to the lifting operation
  • Details of the load: Including its weight, dimensions, and centre of gravity
  • Selection of the correct lifting equipment and accessories: Ensuring they are suitable for the task and have a valid thorough examination certificate
  • Information on the personnel involved: Including their roles, responsibilities, and competence
  • Arrangements for supervision: Appointing a competent supervisor
  • Contingency plans: For foreseeable emergencies

Beyond legal compliance, the implementation of a lifting plan offers several advantages, including:

  • Increased safety and risk mitigation
  • Improved planning and efficiency
  • Ensuring competence of personnel
  • Clear allocation of responsibilities
  • Selection of appropriate personnel, equipment, and methods

Written by Daniel Prosser, MSc CMIOSH L4DipFRA OSHCR
Health, Safety and Wellbeing Professional

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