Safe Operating Procedures

    Free Safe Operating Procedure (Tree Rigging) Template

    Formalise your high-risk tree work processes with our free Safe Operating Procedure for tree rigging. This user-friendly template helps you define key steps.

    September 18, 20264 min read11 viewsLast reviewed September 2026Licensing terms (PDF)

    Free Safe Operating Procedure (Tree Rigging) Template

    DOCX • 126 KB + PDF

    Updated Oct 2026

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    Free Safe Operating Procedure (Tree Rigging) Template — document preview

    Purpose of the Free Safe Operating Procedure (Tree Rigging) Template

    Tree rigging is a high-risk activity that involves complex forces and potentially hazardous falling objects. This free Safe Operating Procedure (Tree Rigging) Template provides a structured framework for documenting the required steps to perform these tasks safely.

    A well-developed SOP is a critical tool for managing risk, standardising work methods, and ensuring every member of your team understands their role and the safety controls in place. By formalising your process, you create a consistent benchmark for operations, training, and incident investigation.

    Using a detailed SOP helps your organisation meet its primary duty of care under Australian WHS laws by systematically identifying hazards and implementing effective control measures. This document serves as a practical guide for workers on the ground, outlining everything from pre-start checks to the specific sequence of actions required to safely dismantle and lower sections of a tree.

    It forms a key part of your overall safety management documentation.

    Video walkthrough

    How to use the Free Safe Operating Procedure (Tree Rigging) Template

    This Safe Operating Procedure for tree rigging is available for immediate download in both DOCX and PDF formats. The DOCX file is fully editable, allowing you to adapt the content to the specific context of your workplace.

    While this template is aligned with Australian WHS principles and industry best practices, it must be customised to be effective and relevant.

    Important: This document is a template, not a finished product. We have provided a comprehensive framework, but you must customise it to reflect the specific equipment (e.g., rope types, friction devices, rigging plates), personnel competencies, site conditions, and tree species relevant to your organisation's operations. An effective SOP is a living document that integrates seamlessly into your broader WHS management systems.

    To customise the template:

    • Review each section and add, remove, or modify content to match your specific procedures.
    • Incorporate details of your specific rigging equipment, including Safe Working Loads (SWL) and inspection criteria.
    • Define clear roles and responsibilities for the climber, ground crew, and spotters.
    • Reference any relevant internal documents, such as risk assessments or emergency plans.
    • Consult with your workers during the customisation process to ensure the SOP is practical and reflects how the work is actually performed.

    When to use a Tree Rigging SOP

    A Safe Operating Procedure for tree rigging should be developed and used for any task involving the controlled lowering of limbs or sections of a tree trunk. This is particularly critical when working in confined spaces, over property, or where free-falling timber would pose an unacceptable risk.

    It applies to sectional dismantling, speed lining, and any other arboricultural task that relies on ropes and specialised equipment to manage loads. Similar principles of managing heavy or awkward loads are also critical when using machinery, as detailed in our FREE Telehandler SOP Template.

    Who Should Use This Safe Operating Procedure?

    This SOP is intended for use by all personnel involved in tree rigging operations. This includes, but is not limited to, qualified arborists who perform the climbing and cutting, ground crew responsible for managing ropes and exclusion zones, and site supervisors overseeing the work.

    It also serves as an essential resource for WHS managers and business owners (PCBUs) to ensure that systematic safety procedures are documented and implemented. The document can be a key piece of evidence reviewed during a formal WHS compliance auditing process to verify that procedures are in place for high-risk work.

    Key Elements of a Tree Rigging SOP

    A comprehensive tree rigging SOP should cover several critical areas to be effective. The template is structured to guide you through these components, ensuring a holistic approach to safety.

    • Personal Protective Equipment (PPE): Specifies the mandatory PPE for all personnel, including head protection, eye protection, chainsaw-protective clothing, and appropriate footwear.
    • Equipment and Pre-Start Checks: Lists all rigging equipment required and details the inspection process for ropes, harnesses, carabiners, pulleys, and friction devices to ensure they are fit for purpose. This section also covers checks for chainsaws and other tools, a topic also covered in resources like our FREE Circular Saw SOP Template.
    • Step-by-Step Operating Procedure: This is the core of the SOP. It breaks down the entire rigging process into a logical sequence, from initial site assessment and drop zone setup to the final clean-up. It includes actions for cutting, communicating, and lowering sections.
    • Emergency Procedures: Outlines the immediate actions to be taken in case of an incident, such as equipment failure, injury to personnel, or a hung-up limb. This should include emergency contact details and the location of first aid equipment.

    Thorough documentation is a cornerstone of good safety practice. Maintaining and regularly reviewing your SOPs ensures they remain current and effective. You can find more templates and guides to support your safety framework in our free WHS resources library.

    Common mistakes

    Common mistakes to avoid

    • Miscalculating or underestimating the weight of limbs and the resulting dynamic load forces.
    • Using climbing ropes for rigging tasks, or using rigging ropes that are worn, damaged, or not rated for the load.
    • Failing to establish and maintain a sufficiently large, clearly marked exclusion zone for ground personnel and the public.
    • Inadequate or unclear communication between the climber and the ground crew, leading to premature or uncontrolled lowering.

    Legal references

    Legal considerations

    The following legal requirements may be relevant to this type of work.

    • Work Health and Safety Act (Harmonised) — Provides the primary duties for protecting workers and other people from work health and safety risks.
    • Work Health and Safety Regulations (Harmonised) — Sets out requirements supporting the management of workplace hazards and risks.

    The following codes may be relevant to this type of work.

    • Managing WHS Risks Code of Practice — Provides practical guidance on identifying hazards, assessing risks and applying effective controls.
    • Work Health and Safety Consultation, Cooperation and Coordination Code of Practice — Provides practical guidance on consulting workers and coordinating with other duty holders.
    • Managing the Work Environment and Facilities Code of Practice — Provides practical guidance on safe work environments, workplace facilities and related controls.

    Did you know

    Dynamic Forces

    The force exerted on an anchor point during rigging, known as dynamic loading, can be 2 to 10 times greater than the static weight of the piece of wood being lowered, depending on the distance it's allowed to fall before the rope engages.

    Industry Standard

    AS 4373-2007 Pruning of amenity trees is a key Australian Standard that provides technical guidance for arborists, including principles that underpin safe rigging and cutting practices.

    FAQ

    Frequently asked questions

    01What is the difference between a SWMS and an SOP for tree rigging?
    A Safe Work Method Statement (SWMS) is required for high-risk construction work and focuses on identifying hazards and controls for a specific job. An SOP details the step-by-step instructions for a routine task. While they overlap, the SWMS is job-specific, whereas the SOP is task-specific and can be used across multiple jobs.
    02Who is qualified to perform tree rigging in Australia?
    Only competent individuals with nationally recognised qualifications in arboriculture (such as Certificate III in Arboriculture) and specific units of competency related to advanced rigging techniques should perform this work. Competency must be verified by the PCBU.
    03Does this tree rigging SOP template cover working at heights?
    The template includes sections relevant to working at heights as it's inherent to tree rigging. However, you must customise it to include your specific fall protection systems, aerial rescue plans, and equipment, ensuring it aligns with the Code of Practice for Managing the Risk of Falls at Workplaces.
    04How often should a Safe Operating Procedure for tree rigging be reviewed?
    An SOP should be reviewed regularly, typically every 1-2 years, or whenever there is a change in equipment or procedures. It must also be reviewed after any incident or near-miss to incorporate lessons learned.

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    How To Use It

    1. 1Download and open in Word or PDF.
    2. 2Replace the placeholders with your business details.
    3. 3Get it reviewed by a WHS specialist before rollout.
    Get a document review

    Need it customised?

    Our WHS consultants can adapt this template to your site, run a gap analysis, or audit what you already have in place.

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