Aptoris

Free Word template

Free Method Statement Template

A practical, editable Word template for documenting how work will be carried out safely, including scope, pre-start requirements, resources, the sequence of work, controls and briefing.

  • Editable Word template11-page .docx designed to be adapted to a specific task and site.
  • Task-specific structureDefine the work, responsibilities, pre-start requirements, resources and site arrangements.
  • Detailed work sequenceDocument each stage of the task with its method, controls, checks and responsible role.
  • Briefing & change controlRecord how the method is communicated and what happens if conditions or the planned work change.

Preview the template

A task-specific safe system of work, built around the sequence of the work itself.

These are real pages from the Word template. Blue guidance boxes explain each section and can be deleted before issue, and the tables are ready to fill in.

Method and sequence of work page, with guidance and a numbered table with columns for step, activity or stage, method or sequence, key controls or checks and responsible role
Method / sequence of workOpen full-size page: Method / sequence of work (opens in a new tab)

On this page

Method / sequence of work

  • Numbered steps, in the order the work will be carried out
  • The method for each step, with its key controls and checks
  • Hold points marked in words, not colour
  • Step numbers update automatically as you add rows

Swipe to see more pages.

What the template covers

Ten numbered sections, with a cover, document control and a short note on using the template.

  • Task and scope
  • People, responsibilities and competence
  • Site, access and pre-start requirements
  • Workforce
  • Plant, tools and equipment
  • Materials and substances
  • PPE
  • Method / sequence of work
  • Site-specific arrangements and interfaces
  • Welfare and emergency arrangements
  • Change, stop-work and review
  • Briefing and communication
  • Practical final review
  • Prepared / reviewed record

Section 5 of the template

Build the method around the actual sequence of work

The core of the template is an expandable step-by-step work sequence. For each stage, you can record what will happen, how it will be carried out, the key controls or checks and who is responsible.

The sequence table’s columns

  1. Step

    Numbered automatically as rows are added.

  2. Activity / stage

    The stage of the task, such as setting up, a task stage or making safe.

  3. Method / sequence

    How the step will be carried out, in order.

  4. Key controls / checks

    The controls, checks and hold points that apply at that step.

  5. Responsible role

    Who carries out or confirms the step.

Controls where they apply

Relevant controls from the risk assessment can be brought into the step where they apply instead of repeating an entire risk assessment inside the Method Statement.

Method Statement vs risk assessment

  • Risk assessment

    Identifies hazards, who may be harmed and the controls needed to manage the risk.

  • Method Statement

    Explains how the work will actually be carried out safely, in a logical sequence, using the relevant controls.

They are often used together, but they are not the same document.

Who can use the template?

Anyone planning, preparing or communicating a safe system of work for a specific task can use it.

  • Contractors

    Set out how your own work will be carried out safely.

  • Principal Contractors

    Give contractors on a project a consistent structure to work from.

  • Supervisors and team leaders

    Brief the team on the method and what to do if conditions change.

  • Project managers

    Plan the sequence, resources and interfaces for a task.

  • Health and safety advisers

    Help teams write clear, task-specific methods.

  • Specialist subcontractors

    Describe specialist work in a form others on site can follow.

Planning higher-risk or non-routine work?

The template is particularly useful for organisations planning higher-risk, complex, unusual or non-routine activities, where a clear, task-specific method matters most.

How to use the template

  1. Step 1: Define the task

    State exactly what work the Method Statement covers, where it will happen and the limits of the activity.

  2. Step 2: Record what must be in place

    Identify the people, competence, access arrangements, permits, isolations, equipment and other pre-start requirements that genuinely apply.

  3. Step 3: Write the work sequence

    Describe the task step by step, bringing the relevant controls and checks into the stage where they apply.

  4. Step 4: Brief, review and update

    Communicate the method to those carrying out the work and review it if the task, conditions or controls materially change.

Avoid generic paperwork

A useful Method Statement should describe the actual activity rather than becoming a list of generic hazards or company procedures.

Include where relevant

  • The actual task sequence
  • Site and access restrictions
  • Permits or isolations
  • Specific plant and equipment
  • Task-specific competence
  • Hold points and checks
  • Interfaces with other work
  • Change and stop-work criteria

Reference rather than duplicate

  • Full risk assessments
  • COSHH assessments
  • Drawings
  • Lift plans
  • Permits
  • Isolation procedures
  • Rescue plans

Examples, not rules. What belongs in a Method Statement depends on the task, the site and the risks.

Method Statement template FAQs

  • Is this Method Statement template free?

    Yes. It is free to download, with no sign-up and no email address needed. Select Download the Word template and the file downloads straight away.

  • What format is the template?

    A Microsoft Word document (.docx) of 11 A4 pages, with no macros. It contains a cover, document control and ten numbered sections, from task and scope to a practical final review.

  • Can I edit the Method Statement in Microsoft Word?

    Yes. Each prompt sits in a Word content control: click it and type to replace it. Dates use date pickers and the final review uses tick boxes. You can add rows to the tables, and the sequence of work renumbers its steps automatically. Other software that opens .docx files should work, although formatting may vary.

  • What is a Method Statement?

    A document that describes, in a logical sequence, how a particular task will be carried out safely. It draws on the controls identified by the risk assessment and is used to communicate the safe system of work to the people doing the job.

  • Is a Method Statement required by law?

    There is no general legal requirement for a document specifically called a Method Statement, and CDM 2015 does not prescribe one. Method Statements are widely used as a practical way to set out a safe system of work, particularly for higher-risk, complex or unusual work, as HSE’s HSG150 (opens in a new tab) explains. The underlying legal duties to assess and manage health and safety risks still apply.

  • What should a Method Statement include?

    What the task is and where it takes place, who is involved and the competence needed, what must be in place before work starts, the resources required, the sequence of work with its controls and checks, welfare and emergency arrangements, what happens if conditions change, and how the method is communicated. Keep it proportionate to the task.

  • What is the difference between a Method Statement and a risk assessment?

    A risk assessment identifies the hazards, who may be harmed and the controls needed. A Method Statement explains how the work will be carried out safely, in sequence, using those controls. They are often used together, but they are different documents. See Method Statements and RAMS explained and risk assessments and RAMS.

  • Is a Method Statement the same as RAMS?

    No. RAMS usually means a risk assessment and method statement presented together. This template is a standalone Method Statement: it records the associated risk assessment reference rather than including a risk assessment. Need both documents together? Download the combined RAMS template.

  • Who should prepare a Method Statement?

    Someone with sufficient understanding of the task, its risks and controls, and the work arrangements on site, often the contractor carrying out or supervising the work. They should draw on relevant input where needed, such as from the people doing the work, specialists and others whose work interfaces with the task.

  • When should a Method Statement be reviewed?

    When something changes that could affect health and safety: the scope, the site conditions, the sequence, the equipment or materials, the people, or the controls. Review it too after an incident or near miss, or if a control proves ineffective. The template’s change, stop-work and review section records these triggers.

Guidance and templates for the work around the method statement.

Create a clearer Method Statement

Download the editable Word template and adapt it to the task, site and work conditions.