This 14-page Forklift Safe Work Method Statement (SWMS) provides comprehensive safety controls and detailed risk management strategies for operating forklifts in a range of workplace environments. Designed by WHS experts, this pre-filled template helps you identify potential hazards, implement effective control measures, and comply with WHS regulations.
 
The document is aligned to Australian legislation and suitable for all states and territories. It’s provided in an editable Microsoft Word format, making it easy to customise with your company name, logo, and site-specific details. This SWMS ensures your business remains compliant and your workers stay safe.
 
Who This SWMS Is For
This template is ideal for businesses and contractors involved in:
Construction and civil works
Warehousing and logistics
Manufacturing and industrial operations
Retail and wholesale distribution centres
Transport and freight companies
Maintenance and facility management providers
Any workplace using forklifts or powered mobile plant
 
What This SWMS Covers
This forklift SWMS includes detailed step-by-step procedures, hazards, and controls, including:
Planning and site preparation: Conducting site-specific risk assessments and identifying pedestrian-restricted zones.
Pre-start inspections: Performing daily visual checks and logging maintenance in forklift inspection checklists.
Operator licensing and training: Ensuring drivers hold a valid forklift licence and have completed site inductions.
Climbing in and out of forklifts safely: Using three points of contact and wearing non-slip footwear to reduce slips, trips, and strains.
Operating forklifts safely:
Driving at walking speed in congested or high-traffic areas
Sounding horns at danger points and before entering buildings
Ensuring clear visibility or operating in reverse when loads obstruct views
Avoiding passengers unless using an approved workbox
Load handling and stability: Correct lifting, stacking, and restraining loads to avoid rollovers and falling objects.
Working near powerlines and overhead structures: Maintaining safe distances and using appropriate attachments.
Use of forklift workboxes: Ensuring correct attachment, weight limits, harness usage, and controlled lifting.
Gas bottle replacement on LPG forklifts: Handling, leak detection, and safe cylinder storage procedures.
Refuelling diesel forklifts: Following SDS guidelines, avoiding ignition sources, and using spill kits.
Hazardous substances: Safe handling of fuels and chemicals with appropriate PPE and ventilation.
Emergency response protocols:
Handling incidents, injuries, and major accidents
Using isolation switches, firefighting equipment, and first aid
Activating site-specific emergency procedures
 
What’s Included in Your Template
HRCW (High-Risk Construction Work) selection table
Risk assessment guidelines and risk rating calculator
Detailed step-by-step procedures and safety controls
Possible hazards and recommended control measures
PPE requirements
Forklift inspection checklist
Plant and equipment list
Relevant legislation, regulations, codes, and standards
Worker sign-off and acknowledgement page
 
 
This SWMS template for Forklift Operation is an invaluable tool for documenting your WHS systems quickly and effectively. Designed for fast editing and customisation, it adapts easily to your workplace and operational needs - making it an essential part of your safety management toolkit.
 
Get your Forklift SWMS today and start using it instantly! Save time, stay compliant, and protect your workers with our expertly developed templates.