The periodic assessment of operators must where ever possible be done without the operators knowledge. The assessment should reflect the operators day to day performance rather than their performance when they are under evaluation. It may be necessary to complete an assessment over the course of several days, where this is done, the date discussed with the employee should be given as the assessment date.

Pre Operation Planning

Completed pre use checks on vehicle correctly

Maintains three points of contact when mounting vehicle

Makes use of seat belt

Adopts appropriate driving position

Other comments

Hazard Awareness

Looks in the direction of travel

Sounds horn at blind spots

Good use of peripheral vision

Shows awareness of personnel and vehicles in area

Ensures delivery drivers are appropriately sited before beginning loading/unloading

Drives in reverse or employs a banks-man when vision is impaired by load.

Other comments

Driving Style

Maintains safe distance from other vehicles

Maintains a steady speed

Maintains a safe speed

Slows down when cornering

Avoids abrupt movements

Apples break in a controlled manner

Keeps forks at correct height when traveling

Keeps arms and legs within confines of the vehicle at all times

Looks over both shoulders before reversing

Other comments

Control of Load

Does not exceed safe working load

Lowers heavy loads slowly

Ensures adequate clearance

Approaches load squarely

Ensures load is trimmed centrally

Ensures forks are fully engaged

Ensures load is on backplate

Other comments


Vehicle is parked up in a safe location

Ensures correct forward tilt and forklift height before switching off.

Operator removes keys from vehicle

Assessment Feedback

Feedback to operative, identifying gaps in competency and comments on positive development.

Feedback from operative on assessment.

Completion signoff
Signature of assessor:
Signature of colleague:
Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment; or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is permissible in your workplace or jurisdiction.