This form records the task description, relevant risk assessments completed, safe method of work, the PPE and the competence needed, with additional sections for material and documentation requirements. 

Effective Form Templates

This form template is supplied in fully editable MS Word format and can be easily customised and edited. The document uses pre-defined style formatting throughout, with all text in Calibri font for improved readability.
The following document labelling is included in the footer:

• Form number and title
• Information-classification
• Version
• Page number / total pages

alphaZ documents - beautifully designed, tried and tested form templates. No junk, jargon or unnecessary fields. Simple and usable form templates developed over 25 years through practical use in the real world.

Further Reading

Further guidance on safe systems of work for tasks:

• Managing Health and Safety at Work
• Risk Assessment
• Accidents, Incidents and Near Misses

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How to Download

This file is included in the alphaZ subscription. This form is also included in the ISO 45001 Toolkit and every alphaZ ISO toolkit that covers health and safety, so if you need the wider set of documents for task method statements and safe systems of work, the toolkit route gives you this file plus everything else you need in one download.

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Task Method Statement Template

A shorter method statement for a single task, keeping the safe method of work front and centre. It links to the relevant risk assessments and safety guidance and records the PPE, supervision, competence, material and documentation needed, without the wider project detail of a full method statement.

A task method statement is the written safe system of work for a specific job, as expected under the Management of Health and Safety at Work Regulations 1999. It supports the operational control requirements of ISO 45001 and suits work that does not need a full multi-stage method statement.

Built for ISO 45001 and Task-Level Safe Working

The form supports the operational control requirements of ISO 45001 (clause 8.1):

• A link to the relevant risk assessments, COSHH assessments and safety guidance for the task
• The safe method of work set out clearly for the task
• PPE and safety equipment, supervision, permits and competence requirements
• Material and documentation requirements, with space for notes

What's Included in this Task Method Statement

The form is deliberately concise so it is quick to produce for a single job:

• Header - prepared by, date, method statement number and a description of the task
• Related documents - relevant risk assessments, COSHH and safety guidance
• Safe method of work - how the task is to be carried out safely
• Requirements - PPE and safety equipment, supervision, permits and competence, material and documentation requirements, and notes

Who Needs a Task Method Statement?

Any organisation that needs a safe system of work for a specific task without the overhead of a full project method statement - trades, maintenance, installation and service teams, and manufacturing. It supports any business working towards or maintaining ISO 45001 certification.

Pairs with the Full Method Statement

For multi-stage work use the full F-HS23 Method Statement, and for equipment see the F-HS25 Method Statement - Machine. Where the assessment and method belong together, use the F-HS29 Risk Assessment / Method Statement.