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Construction compliance guide

How to Write a Method Statement

A step-by-step guide to writing method statements for construction work. What goes in them, how they link to your risk assessment, and how to avoid the mistakes that catch builders out.

What is a method statement?

A method statement is a document that describes how a piece of construction work will be carried out safely. It sets out the step-by-step sequence of operations, the equipment and materials to be used, the safety measures in place, and who is responsible for what.

Where a risk assessment identifies the hazards and decides on control measures, the method statement takes those controls and weaves them into a practical plan of action. It answers the question: “Here is exactly how we are going to do this work safely.”

Method statements are a core part of UK construction safety practice. Principal contractors will almost always ask to see one before allowing you on site, and they form half of your RAMS (Risk Assessment and Method Statement). Under CDM 2015, contractors have a duty to plan, manage, and monitor work so it is carried out safely — and the method statement is the document that evidences that planning.

A good method statement is written before work starts, briefed to everyone on the team, and updated if site conditions change. It is not a tick-box exercise — it is a working document that keeps people safe.

What goes in a method statement?

A thorough method statement covers several key areas. Here is what you should include:

Sequence of operations

The step-by-step process for carrying out the work, in the order it will happen. Each step should be clear enough that someone unfamiliar with the job could follow it. Include preparatory work, the main activity, and any finishing or clean-up tasks. For example: ‘Step 1: Erect scaffold to eaves height. Step 2: Install edge protection and toe boards. Step 3: Strip existing tiles and felt.’

Plant and equipment

List every piece of plant, machinery, and equipment that will be used. Be specific — do not just write ‘power tools.’ Name the items: scaffold tower, battery-operated SDS drill, 110V circular saw, mobile elevated work platform (MEWP). Include any inspection or certification requirements, such as LOLER certificates for lifting equipment.

Materials

Describe the materials involved in the work, particularly any that present a hazard. This includes adhesives, solvents, cement, timber treatments, insulation materials, and anything that requires a COSHH assessment. Reference the relevant COSHH data sheets and note any storage or handling requirements.

Safety measures and control procedures

Detail the specific control measures that will be in place at each stage of the work. These should come directly from your risk assessment. For example: ‘Fall protection: scaffold with double guard rails and toe boards to all open edges. Exclusion zone at ground level, 2m from building perimeter, maintained with barrier tape and signage.’

PPE requirements

List the personal protective equipment required for the work. Be specific: hard hat (EN 397), safety boots with ankle support and steel toe cap, hi-vis vest, safety glasses, hearing protection (when using power tools), FFP3 dust mask (when cutting tiles or concrete). Do not just write ‘appropriate PPE’ — name every item.

Emergency procedures

Describe what to do if something goes wrong. Cover first aid arrangements (who is the appointed first aider, where is the first aid kit), the location of the nearest A&E department, the fire assembly point, how to report an incident, and any task-specific emergency procedures such as rescue from height or chemical spill response.

Personnel and responsibilities

Name the people involved in the work and their responsibilities. Who is the site supervisor? Who is the appointed first aider? Who is responsible for inspecting the scaffold each morning? Who briefs new arrivals? Include any competency requirements — for example, ‘all operatives working at height must hold a valid PASMA certificate’ or ‘the banksman must hold a CPCS card.’

Permits and approvals

Note any permits required before work can start. This includes hot work permits, permits to dig, confined space entry permits, road closure permits, and any client or principal contractor approvals. State who is responsible for obtaining each permit and confirm that work must not start until the permit is in place.

How a method statement links to the risk assessment

The risk assessment and the method statement are two halves of the same coin. The risk assessment does the thinking — it identifies the hazards, evaluates the risks, and decides on control measures. The method statement does the doing — it takes those control measures and builds them into a practical, step-by-step plan for carrying out the work.

For example, your risk assessment for a roof repair might identify “fall from height” as a significant hazard, with a control measure of “erect scaffold with edge protection to all open edges.” Your method statement then includes “Step 1: Erect scaffold to eaves height with double guard rails and toe boards” as the first operation, before any roofing work begins.

Every control measure in the risk assessment should appear somewhere in the method statement. If your risk assessment says “operatives must wear FFP3 masks when cutting tiles,” the method statement should include that requirement at the relevant step. This ensures nothing falls through the cracks between analysis and action.

In practice, the two documents are almost always combined into a single RAMS. This makes it easier to see the connection between each hazard, its controls, and the method of work. It also means you only have one document to brief to your team, update when conditions change, and present to the principal contractor.

Example: method statement for a roof repair

Here is a simplified example of what a method statement might look like for a domestic roof repair. In practice, your document would include more detail, but this gives you the structure.

Project: Re-roof of rear extension, 14 Maple Close, Bristol

Sequence of operations

  1. Erect scaffold to eaves height with double guard rails, toe boards, and brick guards. Scaffold to be erected by CISRS-carded scaffolders and inspected before use.
  2. Install temporary weatherproofing (tarpaulin) to protect the interior during strip.
  3. Strip existing felt, battens, and tiles. Stack tiles in designated area at ground level. Do not throw materials from roof — use rubble chute or lower by hand.
  4. Inspect roof timbers for damage or rot. Replace any defective timbers before proceeding.
  5. Install new breathable membrane, counter-battens, and tile battens.
  6. Lay new concrete interlocking tiles to manufacturer’s specification, working from eaves to ridge.
  7. Bed ridge tiles in mortar. Allow 24 hours to cure before removing scaffold.
  8. Dismantle scaffold. Clear site of all waste and materials.

Plant and equipment

Tube and fitting scaffold, rubble chute, battery SDS drill, 110V circular saw (with RCD), cement mixer, hand tools, ladder (Class 1 industrial).

PPE

Hard hat (EN 397), safety boots with ankle support, hi-vis vest, safety glasses (when cutting), FFP3 dust mask (when cutting tiles), work gloves.

Emergency procedures

First aid kit on site. Appointed first aider: J. Smith. Nearest A&E: Southmead Hospital, Bristol (3.2 miles). In the event of a fall from height, do not move the casualty — call 999 immediately.

This is a condensed example. A real method statement would include more detail on control measures at each step, reference the accompanying risk assessment, and name the personnel and their responsibilities. The Site Book creates this level of detail automatically from your project description.

Common mistakes with method statements

We see the same problems come up again and again come up repeatedly. Here are the most common mistakes and how to avoid them:

Too vague

Phrases like ‘work will be carried out safely’ or ‘appropriate measures will be taken’ are meaningless. Your method statement should be specific enough that someone who has never visited the site could read it and understand exactly what is happening at each step, what hazards exist, and what controls are in place. If you cannot point to a concrete action at each step, the document needs more detail.

Copy-paste generic template

Downloading a template from the internet and putting your company name at the top does not produce a suitable method statement. It will not mention the narrow access on your site, the overhead power line, or the fragile roof lights. If the HSE investigates and finds a generic document that does not reflect the actual site conditions, it will not demonstrate competent planning. Every method statement must be tailored to the specific job and site.

Not updating when conditions change

A method statement written on day one that is never updated is not meeting the legal standard. If new hazards appear, the weather changes the risk profile, additional trades arrive on site, or the scope of work changes, the method statement must be reviewed and updated to reflect reality. A document that does not match what is actually happening on site is worthless.

Not briefing the workers

A method statement that lives in a filing cabinet or sits unread in an email inbox is protecting nobody. The people doing the work need to know the plan, the hazards, and the controls. Brief your team on the method statement before work starts, make sure everyone has access to it, and confirm they understand their responsibilities. Record that the briefing took place.

Missing emergency procedures

Too many method statements cover the work itself but say nothing about what to do if something goes wrong. Emergency procedures are not optional — they are a critical part of the document. Who is the first aider? Where is the first aid kit? Where is the nearest A&E? What is the procedure for rescue from height? How do you deal with a chemical spill? If you cannot answer these questions from your method statement, it is incomplete.

How The Site Book creates method statements

The Site Book takes a different approach to method statements. Instead of handing you a blank template, it asks you to describe your job in plain English — or just talk into your phone. It then extracts the relevant details and creates a site-specific method statement tailored to your project.

The guided wizard takes you through the key stages: project basics, site information, personnel, works description, hazards, and a final review. At each stage, it suggests method steps, safety measures, equipment lists, and emergency procedures based on the type of work you are doing and the conditions you have described.

The result is a method statement that names your site, describes your actual working conditions, lists the real hazards, and sets out the controls you are actually going to use. It is not a generic template — it is a document built from the details of your project. You review everything before creating, so you are always in control of the final document.

The output is a professionally formatted, company-branded PDF that you can download, print, share with your principal contractor, or hand to a client. Your method statement and risk assessment are combined into a single RAMS document that looks the part and meets the legal standard — without you spending hours wrestling with a Word document.

Frequently asked questions

Common questions builders ask about method statements.

Is a method statement a legal requirement?

There is no single piece of UK legislation that says ‘you must produce a method statement.’ However, the underlying obligation is clear. Under the Management of Health and Safety at Work Regulations 1999, every employer must plan and organise work so it can be carried out safely. Under CDM 2015, contractors must plan, manage, and monitor construction work to ensure it is carried out without risks to health and safety. A method statement is the recognised way the construction industry meets these duties. It shows how you intend to carry out the work safely, step by step. In practice, principal contractors will almost always require a method statement before they let you on site, and many domestic clients now ask for one as well. If the HSE investigates an incident on your site and you cannot demonstrate that you planned the work properly, the absence of a method statement will count against you. So while the document itself is not named in law, the duty to plan safe systems of work very much is — and a method statement is the standard way to evidence that planning. For any work involving significant risk, you should treat it as essential.

What is the difference between a method statement and a risk assessment?

A risk assessment and a method statement serve different but complementary purposes, and understanding the distinction is important. The risk assessment comes first. It identifies the hazards associated with a piece of work, evaluates how likely someone is to be harmed and how severe that harm could be, and sets out the control measures you will put in place to reduce the risk. It answers the question: ‘What could go wrong, and how do we prevent it?’ The method statement takes those control measures and weaves them into a step-by-step description of how the work will actually be done. It describes the sequence of operations, the tools and equipment, the materials, the PPE, the people involved, and the emergency procedures. It answers the question: ‘Here is exactly how we are going to do this work safely.’ Think of the risk assessment as the analysis and the method statement as the plan of action. In practice, the two documents are almost always combined into a single RAMS (Risk Assessment and Method Statement). The risk assessment informs the method statement — you cannot write a sensible method statement without first identifying the hazards and deciding on controls. Equally, a risk assessment without a method statement leaves a gap: you have identified the risks but not explained how the work will be done safely in practice.

How long should a method statement be?

There is no fixed length requirement for a method statement, and longer does not mean better. The legal standard is that it must be ‘suitable and sufficient’ — it needs to cover the work adequately without being so long that nobody reads it. For a straightforward task like replacing a section of guttering, a method statement might be two to three pages. For a complex operation like a structural steel erection or a basement excavation next to a party wall, it could be ten pages or more. The key is that every step of the work is described clearly, every significant hazard is addressed, and every control measure is specific enough to be understood and followed. A common mistake is padding out a method statement with generic waffle to make it look more thorough. Phrases like ‘all appropriate safety measures will be observed’ add nothing. Far better to have a shorter document that is specific and practical than a long one full of meaningless filler. If a competent person who has never visited your site could read the method statement and understand exactly what work is being done, what hazards exist, and what controls are in place, it is long enough. If they cannot, it needs more detail — regardless of how many pages it already has.

Do I need a separate method statement for each task?

It depends on the scope and nature of the work. If you are carrying out a single, well-defined task — such as installing a new flat roof — one method statement covering the entire job is usually sufficient, provided it addresses every phase of the work and every significant hazard. However, if a project involves multiple distinct activities with different risk profiles, you may need separate method statements for each. For example, on a house extension project, you might have separate method statements for groundworks and excavation, structural steelwork, roofing, and electrical first fix, because each involves different hazards, different equipment, and potentially different teams of workers. The test is whether a single document can clearly and comprehensively cover all the work. If combining everything into one method statement makes it confusing or means important details get buried, split it up. Principal contractors often prefer task-specific method statements because they can be briefed to the relevant team and reviewed independently. On the other hand, for a small job where one team does everything, a single comprehensive method statement avoids duplication and keeps things simple. The Site Book lets you create method statements at whatever level of detail makes sense for your project, so you can choose the approach that works best.

Can I use AI to write my method statement?

Yes, and when used properly, AI can significantly improve the quality of your method statements while saving you time. The key word is ‘properly.’ A method statement must be site-specific and reflect the actual work, hazards, and conditions on your project. If you ask a generic AI chatbot to ‘write a method statement for roofing,’ you will get a generic document that does not meet the legal standard. It will not know about the fragile roof lights on your specific building, the overhead power line at the rear of the property, or the narrow access that prevents a cherry picker from reaching the south elevation. The Site Book takes a different approach. It asks you to describe your job — the site, the work, the conditions — and then creates a method statement that is tailored to your specific project. It draws on construction industry knowledge to suggest hazards you might not have considered, recommend appropriate control measures, and structure the document professionally. But you remain in control throughout: you review every section, add or remove steps, and approve the final document before it is created. This gives you the best of both worlds — the speed and consistency of AI, combined with your site-specific knowledge and professional judgement. The result is a method statement that is genuinely useful on site, not just a piece of paper to keep the principal contractor happy.

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