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    Safe Work Method Statements

    Safe Work Method Statement (All-Terrain Forklift Operation) Template

    Download this free Safe Work Method Statement (SWMS) for all-terrain forklift operations. A structured starting point for your risk management.

    July 9, 20263 min read43 viewsLast reviewed July 2026Licensing terms (PDF)

    Safe Work Method Statement (All-Terrain Forklift Operation) Template

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    Updated Sep 2026

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    Safe Work Method Statement (All-Terrain Forklift Operation) Template — document preview

    Purpose of the Safe Work Method Statement (All-Terrain Forklift Operation) Template

    Our free Safe Work Method Statement (SWMS) for All-Terrain Forklift Operation provides a structured template designed to help you identify and control risks associated with operating these specialised vehicles in diverse and challenging environments. All-terrain forklifts are essential plant on many Australian worksites, often in construction, agriculture, or logistics, requiring robust risk management.

    This template assists your organisation in documenting a systematic approach to safe work, aligned with Australian WHS practice. It prompts you to consider specific hazards, assess risks, and implement effective control measures to protect workers and others on site.

    Utilising a detailed SWMS is a key component of effective WHS management systems, ensuring that high-risk work activities are planned and executed safely.

    Video walkthrough

    How to use the Safe Work Method Statement (All-Terrain Forklift Operation) Template

    This downloadable template serves as a foundational document for developing your site-specific Safe Work Method Statement (All-Terrain Forklift Operation). It is crucial to understand that this template must be customised to your workplace's unique conditions, equipment, personnel, and specific tasks. Begin by reviewing the pre-filled sections for common hazards and control measures, then systematically modify and add details relevant to your context.

    This includes outlining site-specific conditions, the exact model of forklift, operator qualifications, environmental factors, and relevant emergency procedures. Involve your workers in this process to draw on their experience and ensure the SWMS is practical and effective.

    Once completed, the SWMS should be communicated to all relevant workers and reviewed regularly, especially if work processes or conditions change. Remember, a generic SWMS is insufficient; it must reflect your actual work practices to be effective and demonstrate due diligence.

    When to use it

    This template should be used whenever all-terrain forklifts are operating as part of high-risk construction work, or any other work activity where their use poses significant risks that require formal documentation and control. It is particularly relevant for tasks involving uneven terrain, lifting heavy or awkward loads, working near excavations, or in areas with pedestrian traffic.

    Who should use it

    This resource is valuable for WHS officers, site managers, supervisors, and business owners responsible for planning, authorising, and overseeing activities involving all-terrain forklifts. Operators of all-terrain forklifts should also familiarise themselves with the content to understand the documented safe work procedures and contribute to its development and review.

    For more free WHS resources, explore our free WHS resources library.

    Common mistakes

    Common mistakes to avoid

    • Not adequately assessing site-specific ground conditions and hazards (e.g., slopes, soft ground, excavations).
    • Using a generic SWMS without customising it to the specific all-terrain forklift model and task.
    • Failing to consult with workers who actually operate the all-terrain forklift during SWMS development or review.
    • Inadequate training or supervision for operators, particularly concerning stability on uneven terrain.

    Legal references

    Legal considerations

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

    • WHS Act (s19)Primary Duty of Care
    • WHS Act (s47)Worker Consultation
    • WHS Regulations (s34)Identification of Hazards
    • WHS Regulations (s35)Management of Risks to Health and Safety
    • WHS Regulations (s37)Maintenance of Control Measures
    • WHS Regulations (s38)Review of Control Measures
    • WHS Regulations (s39)Information, Training and Instruction
    • WHS Regulations (s55C–55D)Psychosocial Risks and Controls
    • WHS Regulations (s44–45)Provision and Use of PPE
    • WHS Regulations (s57)Hearing Risk Management
    • WHS Regulations (s60)Hazardous Manual Tasks
    • WHS Regulations (s147)Electrical Risk Management
    • WHS Regulations (s203)Management of Plant Risks
    • WHS Regulations (s299)Safe Work Method Statements
    • WHS Regulations (s78)Fall Risk Management
    • WHS Regulations (s297)Construction Work

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

    • Code of PracticeConstruction Work
    • Code of PracticePlant in the Workplace

    Did you know

    Tip-overs are a major risk

    Rough terrain and uneven ground significantly increase the risk of forklift tip-overs. Control measures often include load stability training, maintaining safe speed, and operating within load limits.

    Noise hazards are common

    Operating an all-terrain forklift, especially for extended periods, can expose operators to significant noise levels, necessitating hearing protection and a <a href="/services/iso-consulting/">noise management plan</a>.

    FAQ

    Frequently asked questions

    01What specifically identifies a forklift as 'all-terrain'?
    All-terrain forklifts are designed for rough, uneven, or unpaved surfaces. They typically feature larger, pneumatic tyres with deep treads, higher ground clearance, and robust suspension systems compared to standard industrial forklifts, enabling them to operate safely outside of warehouses or paved yards.
    02Do I need specific licensing for an all-terrain forklift in Australia?
    Yes, operators of all-terrain forklifts (reach stackers being a common variant) typically require a High-Risk Work (HRW) licence class LF (Forklift Truck) or LO (Order Picking Forklift Truck), depending on the specific type of machine and its lifting capabilities. Always check with your state or territory WHS regulator for exact requirements.
    03How often should an SWMS for all-terrain forklift operation be reviewed?
    An SWMS should be reviewed whenever there is a change to the work process, equipment, or site conditions, after an incident, or if new risks are identified. Otherwise, it's good practice to review it at least annually to ensure its ongoing relevance and effectiveness.
    04Can this template be used for other types of forklifts?
    While this template provides a strong foundation for risk assessment in forklift operations, it is specifically tailored to the unique hazards of all-terrain models. For other forklift types (e.g., standard counterbalance, reach trucks), a different SWMS template or significant customisation would be required to address their specific risks.

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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.

    Book a Free Consultation Explore Consultancy

    or call 1300 156 382