What is a Lift Plan? The Complete Guide
What a lift plan contains, when one is required under LOLER, who can write one, and how to get it right first time.
Free guidance on lift planning, LOLER compliance, and lifting operations in the UK.
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.
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 templateWhat 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 referenceA 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 guideLOLER compliant telehandler lift plan template for suspended loads, work platforms and specialist attachments. Includes A77C-aligned competence record fields.
Download templateUniversal 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 templateBS 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 templateEvery 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.
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.
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.
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.
Practical guidance to help you understand lift planning requirements
What a lift plan contains, when one is required under LOLER, who can write one, and how to get it right first time.
When a lift plan is legally required, what triggers LOLER compliance, and how to ensure your lifting operations are properly planned.
Understanding the A61 Appointed Person role in UK construction. What they do, when you need one, and LOLER compliance requirements.
The most common lift planning mistakes UK contractors make and how to avoid them. Expert advice on LOLER compliance and safety.
What actually gets checked during a lift plan review, common rejection reasons, and how to get your plans approved first time.
Complete guide to excavator lift plans under LOLER 1998. When a plan is needed, requirements, and compliance.
Common questions about lift planning and LOLER compliance
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.
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.
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.
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.
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.
Contact us for professional lift planning support from a CPCS Appointed Person.
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