Pre Operation Planning

Plans/Observes the route to be taken with the load.

Assesses the weight of the load.

Uses manual handling aids available in the area.

Reduces load to smaller manageable sizes.

Uses correct body position prior to taking load.

Lifting Technique

Utilises the strength from legs in order to lift the load.

Lifts load to waist height.

The heaviest part of the load is located towards the body.

Keeps arms within boundary formed by legs.

Elbows close to side.

Lifting Technique

Uses adequate pulling/pushing techniques.

Avoids twisting whilst carrying load.

Faces direction of travel.

Moves slowly to avoid jerky movements.

Maintains good vision whilst moving load.

Placement Technique

Lowers load slowly whilst maintaining good posture.

Avoids crushing fingers when lowering.

Puts down then adjusts to desired position.

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.