What Is a Method Statement in Construction

Learn what a method statement is, when it is required and what it should include. A complete guide for construction professionals.

What Is a Method Statement in the Construction Industry?

In the construction industry, safety, planning and compliance are critical. One important document that helps ensure all three is the method statement. Often used alongside a risk assessment, a method statement explains exactly how specific tasks will be carried out on site, who will do them, and what steps will be taken to reduce risk and meet legal obligations.

Whether you are a contractor, subcontractor or site manager, understanding method statements is essential for running safe and efficient projects. This guide explains what a method statement is, when it is needed, what it should include, and why it matters.

What Is a Method Statement?

A method statement is a detailed document that outlines how a particular construction activity will be carried out. It provides a clear step-by-step guide for completing the task safely, efficiently and in accordance with relevant regulations.

The purpose of a method statement is to:

  • Show how work will be completed in a safe and controlled manner

  • Ensure all workers involved understand their responsibilities

  • Help manage risk by identifying controls and safety measures

  • Meet legal and contractual requirements, particularly in high-risk environments

Method statements are often required for higher-risk tasks such as working at height, using hazardous materials, lifting operations or demolition work.

When Is a Method Statement Required?

A method statement is typically required when:

  • The work involves significant risks to health and safety

  • You are working under CDM Regulations (Construction Design and Management)

  • The client or principal contractor requests one as part of site compliance

  • It is required by law or included in the project health and safety plan

Examples of activities that usually require method statements include:

  • Installing scaffolding

  • Operating heavy machinery

  • Cutting and drilling concrete

  • Roof work or working at height

  • Use of lifting equipment and cranes

  • Handling hazardous substances

While there is no legal obligation to write a method statement in every case, they are strongly recommended as part of industry best practice and may be essential for insurance or regulatory compliance.

What Should a Method Statement Include?

A well-written method statement should be clear, concise and tailored to the specific task. It typically includes:

  1. Company and Project Details

    • Name of the contractor or subcontractor

    • Project name and location

    • Date and document version

  2. Description of Work

    • A clear outline of what work will be carried out

  3. Sequence of Operations

    • A step-by-step explanation of how the task will be performed from start to finish

  4. Risk Control Measures

    • Reference to a risk assessment

    • Details of how hazards will be controlled (e.g. PPE, barriers, permits)

  5. Responsibilities

    • Names and roles of responsible persons (e.g. site supervisor, health and safety manager)

  6. Tools and Equipment Required

    • A list of tools, machines or equipment needed for the task

  7. Training and Competence

    • Confirmation that workers are qualified and trained for the job

  8. Emergency Procedures

    • What to do in case of an accident, fire or other emergency

  9. Sign-off and Acknowledgement

    • Signature fields for team members to confirm they have read and understood the method statement

The method statement should be updated if the scope of work changes or if new hazards are identified.

Who Prepares a Method Statement?

Method statements are usually prepared by the contractor or subcontractor responsible for carrying out the work. They may be written by a:

  • Site manager

  • Project manager

  • Health and safety officer

  • Supervisor or team leader

  • External consultant

The author must have a strong understanding of the task, associated risks and legal obligations.

Once created, the method statement should be shared with all workers involved in the activity and kept available on site for inspection.

Difference Between a Method Statement and a Risk Assessment

Although often used together, method statements and risk assessments are not the same thing.

Method Statement Risk Assessment

Explains how the task will be carried out Identifies hazards and evaluates risks

Describes safety procedures in detail Focuses on reducing likelihood of harm

Task-specific step-by-step instructions Analysis and control measures for potential risks

In practice, the risk assessment helps identify what could go wrong, and the method statement explains how the work will be done safely to avoid those risks.

Final Thoughts

A method statement is a vital tool in the construction industry that promotes safe working practices and compliance with health and safety regulations. By clearly outlining how work will be carried out and what precautions are in place, it helps protect both workers and the public.

Whether you are a contractor writing one or a site manager reviewing them, a good method statement ensures that everyone involved understands what to do, how to do it and how to stay safe while doing it.