What is a method statement, and do I really need one?
Many of our customers have asked, “What is a method statement, and do I really need one?”
Customers have also been known to feel apprehensive about getting the document right and including all the required information. So let's first look at what a method statement aims to achieve, and this is:
- To show someone the correct steps to follow in order to complete a task.
- To carry out the above safely.
So, essentially, a method statement provides instructions and a safe system of work for carrying out a task. It not only tells people the correct way and order to do things but can also instruct on what not to do.
Most of us envisage a method statement as a text document or form that covers the following key elements:
- Scope of Works: This is simply the method statement's descriptive title describing the task's basic outline.
- Start of works: This section lists what to do before beginning the task and may include reading a risk and COSHH assessment, wearing PPE, using signage, checking tools to be used, etc..…
- Step-by-step process: This section provides safe working instructions and the correct order for carrying out the task.
- Finishing: This section instructs on securing or leaving the work area safe, removing any tools or rubbish, adding or removing signage, etc…
Yet, some of the best method statements contain no or very few words. Really!
Think of Ikea, the world's friendly flat-pack furniture store. You’ve just bought a new chest of drawers and are about to assemble them. After opening the box, the first thing you do is look for the method statement, also known as the assembly instructions. Regardless of which languages you read, you will be able to follow the pictograms to determine :
Which tools you need and how many of each component should be in the box.
You can then proceed to the first part of the assembly, where the pictograms instruct on the correct way to carry out the task.
Using ticks and crosses shows you precisely what should be done and what should be avoided.
So, if you need to write a method statement for a work task, don’t overcomplicate it. List the safe working practices to follow in the correct order and the things to be avoided.
The symbols and icons in the flat pack manual represent a universal language comparable to international sign language, guiding every step. For instance, an arrow may indicate the direction in which to insert or tighten a component, while a line with an end cap could represent the end point of a part's insertion. Icons depicting tools next to a piece signify the specific tool required for that step, such as an Allen key or screwdriver.
Each symbol or icon is designed with simplicity in mind, aiming to make the assembly process straightforward regardless of the assembler's experience level. A circle with an "X" through it warns against a particular action, like using a power drill which could damage the material, while a hand pointing means you should manually adjust or align the piece at that stage.
Using the flat pack manual, you will follow the correct steps in order to complete a task.
You will also be carrying out the task safely and avoiding tools or processes that could cause harm or damage.
The example below shows that you should carry ut assembly on a soft surface to avoid damaging the product.
A method statement is a clear, logical, step-by-step explanation of how a specific task should be conducted. It considers the health and safety implications of the task and includes control measures to reduce risk.
It outlines how a task should be carried out safely and efficiently and may also be referred to as a safety work method statement (SWMS) safe system of work (SSW)
In essence, a method statement is about simplicity and clarity. It should should be able to be easily understood and not be ambiguous.
Key Points to include:
Introduction: This should include the title, which should be succinct, concise, and descriptive. It should also include the details of the project for which the method statement is being used and the name of the company that prepared it.
Scope of Works: This outlines what the method statement covers. It’s the method statements index and may read:
- Start of works.
- Task.
- Finishing.
Start of works: This section lists the safety checks and preventative measures to take prior to beginning the task and may include:
- Reading relevant COSHH documents and Risk Assessments.
- Obtain relevant work permits, if required, such as hot work permit.
- Inspect the work area and any tools and materials to be used.
- Protect the work area and surroundings, including signage and barriers, as required.
Task: List the task as a logical sequence detailing how the job should be carried out safely with minimum risk.
Finishing: This is about leaving the work area safe, including removing or safely storing waste or surplus materials.
A video tutorial on creating method statements, with a free template, can be found at HSEDocs.com, along with tutorials on risk assessment and COSHH assessment.