Free toolbox talk · Lifting operations

Lifting operations toolbox talk

A toolbox talk on lifting operations, written to be read aloud in about six minutes: the lift plan, who is in charge, accessories in date and checked, slinging and signals, the exclusion zone, never under a load, wind and power lines, and stopping a lift that is going wrong. The last page is the attendance record.

PDF · 3 pages · 209 KB · Word 41 KB · Free to use and reuse · Terms

Attendance record page of the free lifting operations toolbox talk from Unibuild, where each person signs to say they were given the talk and understood itFront page of the free lifting operations toolbox talk from Unibuild
Law
LOLER 1998, regulations 8 to 10
Time to deliver
About six minutes
Format
PDF and Word, with a sign-off sheet
Cost
Free, always

What this toolbox talk covers

This talk is for everyone involved in or near a lift: crane, telehandler, excavator and hoist operators, slingers and signallers, and the trades who work below a lift or receive the load. It takes about six minutes to give and covers the plan, who is in charge, checking accessories, slinging and signals, the exclusion zone, the conditions that stop a lift, and the authority everyone has to stop a lift that looks wrong.

It is written to be read aloud, with the points in the order a supervisor makes them, short lists of do and do not, and questions about the lifts on this job. The last page is the record: who gave it, who heard it and what was raised.

The lifting operations risk assessment holds the full hazards and controls, and the forklifts and telehandlers RAMS covers lifting with a telehandler.

Checked against HSE guidance and legislation.gov.uk on .

Toolbox talk · About six minutes

Lifting operations: the talk

Read it as written or in your own words. Tick each point as you make it. Stop for the questions.

Why it matters

Being struck by a moving, flying or falling object killed 21 workers in Great Britain in 2025/26, on HSE’s provisional figures. HSE says the two big dangers in lifting are a crane collapsing and a load falling, and both can kill several people at once, on site and off it. People are also hurt by swinging loads, by cranes touching overhead lines and by cranes hitting each other.

Most lifting accidents are not caused by the crane. They come from a sling that should have been thrown away, a load that weighed more than anyone thought, a gust that was not checked, or someone who stepped into the zone to steady the load. This talk is about the plan, the kit and the zone.

HSE, Work-related fatal injuries in Great Britain 2025/26, RIDFATAL table 3 (kind of accident, 2025/26 provisional)

The points to make

Every lift has a plan

The law says every lift is planned by a competent person. For a routine lift the plan may be a standard method everyone knows; for a complex lift it is written down. It covers the weight of the load, the lifting points, the kit, the ground, where the crane stands, the route, the landing area and who does what. If the load or the conditions are not what the plan says, the lift stops.

Know who is in charge

Every lift has a named person in charge on the day, the crane supervisor or lift supervisor, who directs it and has the authority to stop it. Behind them sits the appointed person who planned it. If you hire a crane without the skills to plan the lift, the hire company can take that on as a contract lift. Ask who is in charge before the hook moves.

Accessories in date and checked

Slings, chains, shackles, eyebolts and spreader beams are lifting accessories. Each is marked with its safe working load and thoroughly examined at least every six months, with a report. Before every lift the user checks them: no cuts, burns, stretched links, kinks, damaged hooks or missing safety catches, and a tag you can read. Anything damaged is taken out of use, not used once more.

Slinging and signals

Only a trained slinger attaches the load, using the right sling for the weight and shape, protected from sharp edges, with the angle the sling’s rating allows. The load is lifted a little and checked before it goes anywhere. One trained signaller gives the signals, by hand or radio, and the operator takes signals only from them, except for an emergency stop, which anyone may give.

Never under the load

Nobody stands, walks or works under a suspended load, and the load is not carried over people. Keep the exclusion zone around the lift clear and barriered. Use tag lines to steady a load rather than hands on it, and never ride on a load or a hook. When it lands, wait until it is set down and stable before going in to unhook.

Ground, wind and power lines

A crane or telehandler is only as stable as the ground under its outriggers. Check for voids, soft ground, drains and recent backfill, and use the mats or pads the plan says. Check the wind against the crane’s limits, remembering that large flat loads catch the wind. Keep well clear of overhead power lines, which can arc to a jib or load without touching it.

Stop a lift that looks wrong

If the load is heavier than expected, the sling is wrong, the wind is picking up, someone is in the zone or the signals are unclear, stop the lift. Anyone can call it. Gin wheels and hoists count too: a proper hook with a safety catch, the safe working load marked, and never a person riding a goods-only hoist. Lifting is safe when everyone knows they can say stop.

Do

  • Know the plan for the lift and who is in charge before it starts.
  • Check every sling, chain and shackle before use, and take damaged ones out of use.
  • Lift a little and check the load is balanced and secure before moving it.
  • Keep the exclusion zone clear and use tag lines to steady loads.
  • Take signals from one trained signaller only, and stop at any unclear signal.
  • Check the wind, the ground and overhead lines before and during the lift.

Do not

  • Do not stand, walk or work under a suspended load.
  • Do not use an accessory with no readable safe working load or an out-of-date examination.
  • Do not lift a load whose weight you do not know.
  • Do not ride on a load, a hook or a goods-only hoist.
  • Do not use makeshift hooks, bent bars or knotted slings.
  • Do not carry on with a lift that has changed from the plan.

Ask the team

  • Who planned the lifts on this job, and who is in charge of them on the day?
  • Where are the examination reports for our slings and chains, and when are they next due?
  • Who is trained to sling and signal here?
  • Where is the exclusion zone for today’s lifts, and how do we stop people walking into it?
  • What would make you stop a lift, and would you feel able to?

To close

A crane can lift several tonnes over people’s heads, and the only things that keep it there are a sound plan, sound kit and a clear zone underneath. So know the plan and who is in charge. Check the slings before every lift. Lift a little, check, then go. Keep out from under the load. And if anything changes, the weight, the wind, the ground or the person standing where they should not be, stop the lift. Everyone here has the right to say stop.

Record it. Who gave the talk, where, when, who was there and what was raised. The last page of the sheet is the record.

In Unibuild a talk is read in each operative’s own language and signed on the phone. How toolbox talks work

The law behind this talk

Checked against the source

Organisation of lifting operations

Every employer ensures that every lifting operation involving lifting equipment is properly planned by a competent person, appropriately supervised, and carried out in a safe manner. A lifting operation is an operation concerned with the lifting or lowering of a load.

LOLER 1998, regulation 8

Thorough examination

Lifting equipment exposed to conditions causing deterioration is thoroughly examined at least every 6 months for equipment for lifting people and for lifting accessories, and at least every 12 months for other lifting equipment, or under an examination scheme, and after exceptional circumstances. Equipment whose safety depends on installation is examined after installation and before use at a new site. Equipment does not leave or arrive at an undertaking without evidence of its last examination.

LOLER 1998, regulation 9

Reports and defects

The examiner tells the employer at once of any defect that is or could become a danger, makes a written report, and sends a copy to the enforcing authority where there is an existing or imminent risk of serious injury. The employer ensures the equipment is not used until the defect is put right.

LOLER 1998, regulation 10

What is on the sheet

3 pages, the talk and the record

The talk, over two pages

Why it matters, the points to make, do and do not, and the questions to ask, laid out to read from in the cabin or at the workface. Space at the top for the site, the date and who is giving it.

The last page, the record

The attendance record: each person's name, company and signature, the questions raised and any actions, signed off by the person who gave the talk. Type into it or print it and pass it round.

The Word version

The same talk as a Word document, so you can put your own letterhead on it, add a site photograph or change a point to match how your job is set up.

Download the talk as PDF Word versionPDF · 3 pages · 209 KB
After it is given

Delivered on the phone, signed in the room

On Unibuild a toolbox talk is picked from the library, read by each operative on their own phone in their own language and signed there and then. The record is filed against the operative, the site and the date.

A site manager sees who has had which talk, and who has not, without a sheet going round on Thursday.

How toolbox talks work on Unibuild
How long should a lifting operations toolbox talk be?
About five to ten minutes. This one reads in about six if you make every point and stop for the questions. A toolbox talk is a briefing, not the training slingers, signallers, operators and lift supervisors need for their roles, which is recorded in the training matrix.
What does LOLER require for a lift?
LOLER regulation 8 requires every lifting operation to be properly planned by a competent person, appropriately supervised and carried out in a safe manner. The lifting equipment and accessories must also be strong enough, marked with their safe working load and thoroughly examined at the intervals the regulations set.
How often are slings and chains examined?
Lifting accessories, such as slings, chains and shackles, are thoroughly examined by a competent person at least every 6 months, or in line with an examination scheme, and after anything that could affect their safety. The user also checks them before each use.
What is an appointed person in lifting?
The appointed person is the competent person who plans the lift and has overall control of it, the role BS 7121 describes and HSE refers to. On the day, a lift or crane supervisor directs the lift and has the authority to stop it.
What is a contract lift?
When a crane is hired, the user is responsible for planning, supervising and carrying out the lift unless the hire company takes those duties on under a contract lift. HSE says people who hire cranes without the skills to plan and run lifts safely need a contract lift.
Can you walk under a crane load?
No. Nobody should stand or walk under a suspended load, and loads should not be carried over people. The lift plan sets an exclusion zone around and under the lift, which is kept clear and barriered.
When should a lift be stopped?
When anything differs from the plan or looks unsafe: the load is heavier or a different shape, a sling is damaged, the wind exceeds the crane’s limits, the ground is softening, someone enters the zone or the signals are unclear. The lift supervisor has the authority to stop it, and anyone can call for an emergency stop.
Do we have to keep a record of the talk?
There is no regulation that names toolbox talk records, but employers must give information, instruction and training, and most principal contractors and auditors ask for the evidence. A signed attendance record with the date and the topic is that evidence. The last page of the sheet is the record.
Is this lifting operations toolbox talk free?
Yes. Download it, print it, give it, edit it and put your own name on it, including on paid work and for clients, with no sign-up and no email address.
Next step

The talk given, understood
and on record.

Unibuild keeps every toolbox talk against the operative who signed it, the site and the date, for seven years, ready for the principal contractor or an auditor.

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