Resources

LOLER Guidance & Resources

Free guidance on lift planning, LOLER compliance, and lifting operations in the UK.

Free Downloads

Free Lift Plan Templates

Downloadable LOLER and BS 7121 compliant lift plan templates (also called lifting plan templates) for the equipment we plan most often. Each lift plan template ships with an example completion, a risk-assessment skeleton and a guidance walkthrough from a CPCS Appointed Person.

Generic Lift Plan Template

One LOLER 1998 and BS 7121 aligned lift plan template for any equipment type. Fifteen sections from lift categorisation and capacity verification to a signed briefing record. Editable Word format.

Download template

Mobile Crane Lift Plan Template

BS 7121-1 and -3 aligned mobile crane lift plan template with outrigger loading, ground bearing, duty chart verification and slew clearance sections. Editable Word format.

Download template

GC14 Lift Plan Form Explained

What the CITB GC14 form is, section-by-section completion guidance from a CPCS A61 Appointed Person, and a free editable Word alternative with no signup.

Read the guide

Excavator Lift Plan Template

LOLER and ISO 10567 compliant excavator lift plan template with worked example, capacity check and exclusion zone layout. Suitable for 180° and 360° machines.

Download template

Excavator RCI Requirements

What UK law requires for excavator lifting, the three tiers of device (overload warning, RCI, RCL) and what to specify for lifts over 1 tonne. Free reference note.

Read the reference

Excavator Safety Devices Explained

A plain-English guide to every excavator safety device, from RCI and check valves to ROPS, FOPS and proximity systems. Free to download and share.

Read the guide

Telehandler Lift Plan Template

LOLER compliant telehandler lift plan template for suspended loads, work platforms and specialist attachments. Includes A77C-aligned competence record fields.

Download template

Lorry Loader Lift Plan Template

Universal HIAB / loader crane lift plan template aligned with BS 7121-4, LOLER 1998 and the ALLMI Code of Practice. Scales from Basic to Complex, with a 5×5 risk register pre-populated.

Download template

Overhead & Gantry Crane Lift Plan Template

BS 7121-7, BS 7121-1 and LOLER 1998 compliant template for overhead travelling (EOT), gantry, bridge and jib cranes. Covers 11 sections from categorisation to authorisation, with travel route, exclusion zones and loads-over-people fields.

Download template
Background

Understanding LOLER, BS 7121 and how lift plans actually get written

Every lifting operation on a UK construction site has to be planned by a competent person, supervised by a competent person, and carried out under appropriate supervision. Those three phrases come straight out of Regulation 8 of the Lifting Operations and Lifting Equipment Regulations 1998 (LOLER), and they are the legal anchor for everything we do. The lift plan itself is the document that proves the planning was carried out properly — without it, you have a lifting operation that breaches LOLER 8 even if the lift goes off without incident.

In practice, BS 7121 — the British Standard for the safe use of cranes — is what most of the industry treats as the working interpretation of LOLER. Part 1 sets out the general principles. Part 2 deals with inspection and maintenance. Part 3 covers mobile cranes. Part 5 covers tower cranes. Part 13 covers hydraulic loader cranes (the kit you will see on a HIAB or lorry loader). If you are lifting with an excavator, you are also in the territory of ISO 10567 — the international standard for hydraulic excavator lift capacities — and that is where the 75% / 87% / 66% derating rules come from depending on whether you are lifting over the side, over the front, or with outriggers down.

What a competent lift plan actually contains

A LOLER-compliant lift plan is not a one-page risk assessment. The plans we produce on every lift plan writing job include load chart verification with documented capacity margin, ground bearing pressure calculations against site investigation data, exclusion zone and slew geometry drawn to scale, a method statement that anyone on site can follow, a briefing pack for the lift supervisor, and a competency record for everyone involved in the operation. If any one of those is missing, the plan will be rejected at lift plan checking — and rightly so.

The single most common reason plans fail an independent review is that the load chart capacity has not been verified against the actual configuration on the day. A 50t crane on full outriggers at 12m radius does not lift 50t — it lifts whatever the manufacturer's load chart says for that specific configuration, and the lift plan has to show that calculation. The second most common failure mode is ground bearing pressure being assumed rather than calculated against site SI data. The third is exclusion zones drawn around the crane base instead of around the swept volume of the load.

When you need a CPCS Appointed Person

Strictly speaking, LOLER does not require a CPCS qualification — it requires competence. In practice, most principal contractors and most lifting equipment hire companies will only accept a lift plan signed by a CPCS A61 Appointed Person, because the A61 card is the recognised industry evidence that the person who wrote the plan has the underpinning knowledge to do so. If you are running a multi-year project with a tower crane in the ground, you will need an Appointed Person under contract — that is what our tower crane appointed person contracts cover. For one-off lifts with a mobile crane or excavator, you can engage an Appointed Person on a per-plan basis. Either way, the AP carries the planning duty under Regulation 8.

Remote planning, site attendance, and how it works in practice

Most of the lift planning work itself is desk-based. Capacity verification, ground bearing pressure calculations, exclusion zone geometry, and method statement drafting can all be produced remotely from drawings, the load schedule, and site investigation data. That is why we are able to turn standard plans around in 24–48 hours and keep fees competitive. Site attendance is scheduled around the work that genuinely needs it — pre-lift surveys for tandem or complex picks, exclusion zone walkthroughs, critical-lift briefings, and 8-weekly compliance audits on long-running contracts.

Travel time from our Warrington base ranges from 35 minutes to Manchester to about 4 hours to Edinburgh. Same-day site attendance is practical across the North West and feasible into the Midlands; further afield we plan visits 48–72 hours ahead. The plans themselves are written to the same standard regardless of where the site is — what varies by region is local context (oversail agreements, listed building constraints, access routes, which crane hire firms operate in the area), not the compliance baseline.

The guides below go deeper on individual topics — what triggers a LOLER lift plan, what gets checked during an independent review, the most common mistakes contractors make on real projects, and how planning differs between excavators, telehandlers, mobile cranes and lorry loaders. If you have a project coming up and need to talk through what the planning looks like, the fastest route is to call 07803 808093.

FAQ

Frequently Asked Questions

Common questions about lift planning and LOLER compliance

What is a LOLER compliant lift plan?

A LOLER compliant lift plan is a documented safe system of work that meets the requirements of the Lifting Operations and Lifting Equipment Regulations 1998. It must include risk assessment, method statement, load calculations, equipment selection, and site layout drawings.

When do I need an Appointed Person?

An Appointed Person is required when lifting operations involve risk of the load striking a person, specialist knowledge is needed, mobile cranes are used, tandem lifts are required, or lifts occur near power lines or other hazards.

What qualifications does an Appointed Person need?

There is no specific legal qualification requirement, but the person must be competent. In practice, most clients require CPCS A61 Appointed Person certification as evidence of competence.

How long does it take to produce a lift plan?

Standard lift plans for excavators, telehandlers, and lorry loaders can be delivered within 24-48 hours. Mobile crane lift plans requiring site visits typically take 3-5 working days.

Do you cover the whole of the UK?

Yes. We provide lift planning services to contractors across the entire UK. Remote services are available for standard equipment, with site visits included for mobile crane operations.

Get the AP’s pre-submission checklist

The 22 checks a CPCS A61 Appointed Person runs before a lift plan is accepted — the same methodology we use on paid reviews. One page, printable for the site cabin.

Two fields, no newsletter. Your details stay private and we never share enquiries with third parties.

Need Help With Lift Planning?

Contact us for professional lift planning support from a CPCS Appointed Person.

Get in Touch
WhatsAppCall Now