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A detailed guide on preparing and implementing Method Statements for engineering works, covering scope, procedures, safety, quality control, and best practices.
In the ever-evolving field of construction and engineering, the Method Statement has emerged as one of the most critical documents for ensuring that work is carried out efficiently, safely, and in compliance with industry standards. It is far more than a bureaucratic requirement; it is a strategic execution plan that sets the tone for quality, safety, and coordination across all phases of a project.
A properly prepared Method Statement not only outlines the technical details of the task at hand but also acts as a communication tool that aligns the expectations of all stakeholders—from clients and consultants to contractors and site workers. In engineering works, where precision, timing, and safety are non-negotiable, this document is indispensable.
Also read this article: The Best 7-Step Guide to Create Method Statements: What They Are, Why They Matter, and How to Use Them Effectively
A Method Statement is a comprehensive written document that describes, in detail, how a particular construction or engineering activity will be performed. It serves as both a technical guide and a safety management tool, ensuring that every person involved understands the process, risks, and quality standards before work begins.
Typical contents include:
For industry-recognized templates and standards, refer to resources like the Chartered Institute of Building (CIOB) and the Institution of Civil Engineers (ICE).
The role of a Method Statement in engineering is multifaceted. It serves as:
Include project name, reference number, location, client and contractor details, document version control, and signatures of preparer and approver.
Define the work activities clearly. Example:
This Method Statement covers the excavation, formwork, reinforcement, and concrete casting of the north perimeter retaining wall, including all associated HSE and quality control measures.
Reference standards like:
The success of any engineering activity heavily relies on selecting the correct materials, tools, and equipment, as well as ensuring their quality, suitability, and readiness before work begins. All materials should comply with the project’s technical specifications, approved material submittals, and relevant international standards. For instance, structural concrete should be sourced from a certified batching plant and must meet the required grade (such as C35/45) as stated in the design. Steel reinforcement bars should comply with standards like BS 4449 or ASTM A615, and be delivered with mill certificates for traceability. For consumable items such as bolts, welding rods, sealants, or protective coatings, ensure they are stored properly to avoid deterioration and contamination. Materials must also be inspected upon delivery, with damaged or non-conforming items immediately quarantined and replaced to prevent delays or safety issues on site.
In terms of tools and equipment, the Method Statement should list every major piece of machinery and its specifications, capacities, and safety certifications. This may include tower cranes with defined lifting capacities, concrete pumps, generators, welding machines, hydraulic excavators, and compaction equipment. Specialized tools—such as laser levels, torque wrenches, rebar benders, or total stations—must also be identified along with calibration certificates to ensure accuracy in execution. Furthermore, all equipment should undergo routine maintenance checks and pre-use inspections in line with the manufacturer’s recommendations and site safety protocols. Assigning trained, certified operators to handle specific machinery is crucial to minimizing operational hazards and ensuring compliance with HSE regulations. This level of detail not only guarantees operational readiness but also assures the client and consultant that the project team has planned for both efficiency and safety in execution.
The execution procedure forms the core of any Method Statement, as it provides a clear, logical, and sequential roadmap for completing the engineering activity from start to finish. This section should outline each step in detail, starting from the initial preparatory actions such as verifying approved shop drawings, ensuring work permits are in place, and conducting pre-start safety briefings. Site preparation should include establishing access routes, erecting safety barriers and warning signs, clearing obstructions, and confirming that all required materials and tools are on site. Setting out must be performed by qualified surveyors using calibrated instruments such as total stations or GPS-based survey equipment, ensuring precise alignment and level tolerances. As work progresses, intermediate steps such as temporary supports, formwork installation, and reinforcement placement should be detailed with clear references to the applicable drawings and specifications. Each step should also indicate the responsible person, required equipment, and safety considerations specific to that activity.
The procedure must also highlight any specialist techniques or quality control checkpoints that are essential for compliance and safety. For example, in concrete works, the Method Statement should explain the process of concrete placement—whether via pump, skip, or chute—ensuring continuous pouring to avoid cold joints, and using mechanical vibrators to achieve proper compaction. Similarly, for excavation works, it should describe the method of soil removal, sequence of shoring installation, and dewatering measures if groundwater is present. Curing processes, surface finishing, and protection of completed works from weather or damage must also be included. In
Include PPE requirements, site access control, dust suppression, noise minimization, and waste management procedures.
Define inspection points, acceptance criteria, and documentation requirements.
Assign clear roles such as Project Manager, Construction Manager, Site Engineer, HSE Officer, and Quality Engineer.
Preparing a high-quality Method Statement is a structured process that requires both technical knowledge and practical site experience. Each step must be approached with precision, as the final document will guide on-site execution and be used as a reference for quality, safety, and compliance checks.
The starting point in preparing any Method Statement is a thorough review of all relevant contract documents, technical specifications, approved design drawings, and project schedules. This ensures that the method you propose aligns with contractual obligations and client expectations. Pay attention to project-specific requirements such as special construction techniques, material specifications, or safety regulations that may influence the sequence of works. Any unclear items should be clarified through formal RFIs (Requests for Information) before proceeding. This step eliminates assumptions and forms the foundation for an accurate and compliant method plan.
Before detailing the work procedure, it is essential to identify potential hazards associated with each activity. This involves conducting a Job Hazard Analysis (JHA) or Risk Assessment to evaluate the likelihood and severity of risks. For example, excavation activities may involve risks of cave-ins, equipment overturning, or hitting underground utilities, while concrete works may present hazards related to formwork collapse, falls from height, or exposure to wet cement. Each identified hazard should be matched with control measures such as PPE requirements, engineering controls, or procedural adjustments. This ensures safety is integrated into the method, rather than treated as a separate concern.
A clear and logical sequence of operations is crucial for efficiency, safety, and coordination with other trades. Start with preparatory activities like mobilization, material delivery, and site setup, then move into the main execution stages, and finally conclude with inspection, testing, and demobilization. The sequence should also factor in dependencies—such as completing shoring before excavation depth increases—and external influences like weather conditions or traffic management. By defining the order of activities, you reduce the risk of conflicts, delays, and resource wastage.
Once the sequence is set, identify and list all resources needed for the job, including manpower, tools, equipment, and materials. Ensure that resources meet the required specifications and certifications—for example, crane operators must be certified, and survey instruments must be calibrated. Consider resource availability and lead times for delivery, as delays in procurement can disrupt the schedule. This step also involves estimating the quantities of consumables and ensuring adequate storage and handling arrangements to maintain quality before use.
At this stage, compile all gathered information into a clear, structured Method Statement. The language should be precise, using industry-standard terminology, and should include references to drawings, standards, and safety protocols. Use headings and subheadings for easy navigation, and where beneficial, include diagrams, flowcharts, and photos to illustrate procedures. Each step should detail who is responsible, what resources are required, how the activity will be done, and the associated safety and quality checks. The aim is to produce a document that is both technically correct and practical for site teams to follow.
Before implementation, the Method Statement must be submitted to the client, consultant, or relevant authority for review and approval. This process ensures the method meets contractual, legal, and safety requirements. Be prepared to address comments or requested revisions, as stakeholders may have additional insights or requirements based on their experience. Keep a record of the approved version and any subsequent amendments to maintain proper document control.
Once approved, the Method Statement should be communicated to all site personnel through formal training sessions and toolbox talks. This ensures every worker understands the procedure, their responsibilities, and the safety measures in place. Use this opportunity to highlight critical steps, potential hazards, and the importance of following the approved method. Providing translated copies or visual aids can help ensure understanding among a diverse workforce. Proper training at this stage directly translates into better compliance, reduced risks, and higher quality outcomes on site.
Scope: Excavation for a foundation pit 8m deep.
Procedure:
The Method Statement is the backbone of controlled, safe, and high-quality engineering work. It guides execution, aligns the team, ensures safety, and satisfies regulatory obligations. A well-prepared Method Statement protects workers, project reputation, cost, and timelines.
