Templates / Lift Plan
Lift Plan
The appointed person’s lifting plan: load details, crane configuration, accessories with certificates, ground assessment, wind limits and step-by-step method.
Download the template
The PDF is free once you have an account. The editable Word file is included too, so you can adapt and issue it under your own document control.
Every template is a starting point, not a finished document. Replace the headings and fields with your own project detail before you issue it.
Lift plan.
Why you need it on the job
Cranes fail through ground conditions and overloading far more often than through mechanical fault. The plan is where the load weight, the radius, the ground bearing and the wind limit get worked out in advance instead of estimated on the day.
How it links to the standards
The equipment and controls this template asks you to record are governed by published standards that define what each item must withstand and how it is tested. These are the ones that apply most directly:
- EN 397 — industrial safety helmets
The full EN standards library covers every standard referenced across SafetyOrbit.
Related guidance
Filling the template in is easier when you know the reasoning behind each control. These notes cover the practical detail:
- Warehouse and Logistics — the full technique-note library for this kind of work
- Wire Strop Inspection: What to Check Before Every Lift
Related guidance
The technique notes behind this document, from Lifting Operations & Rigging:
- What a lift plan has to answer
- Estimating the load and finding the centre of gravity
- Lifting near overhead lines and structures
Frequently asked questions
Who writes the lift plan?
The appointed person, who must be competent to plan the lift and has the authority to stop it.
Does every lift need a written plan?
Every lift needs planning. Routine repetitive lifts can run under a generic plan, but anything complex or heavy needs its own.