In construction, preparing and executing an excavator lift plan is not just a procedural step; it’s a critical safety and efficiency mandate. This meticulous preparation ensures that every lifting operation is performed within the excavator’s lift capacity and complies with stringent safety standards. The significance of a well-written excavator lift plan extends beyond safety; it optimises workflow, minimises downtime, and adheres to regulatory requirements, making it an indispensable tool for project success.
Our comprehensive guide takes an in-depth look into creating an effective excavator lift plan. Starting with the basics, we break down the key components essential for a sound plan, such as excavator lift calculations, lift capacity considerations, and the regulatory landscape governing excavator lifting. We then proceed to a step-by-step guide on drafting a plan, accompanied by best practices for safe operations. Leveraging excavator lift plan templates and examples, along with insights into selecting suitable excavator lift planning, our guide aims to equip readers with the knowledge to execute lifting operations with precision and safety. Whether you’re new to the field or looking to refine your lift planning skills, our guide enhances your capabilities and compliance in the ever-evolving construction industry.

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Conducting a Risk Assessment
The initial phase in creating an excavator lift plan involves a comprehensive risk assessment by a competent person. This assessment identifies potential hazards, evaluates who might be harmed, and assesses the severity and likelihood of harm. This assessment must be periodically reviewed and updated to reflect any changes in the lifting operation. The significant findings from the risk assessment should be recorded, especially in workplaces with five or more employees, detailing who is at risk and how these risks are controlled.
Developing a Method Statement
Following the risk assessment, a detailed method statement is prepared. This document outlines the safe operating procedures to be followed during the lifting operation. It includes precautions and procedures to ensure the operation is carried out safely and complies with legal duties. The method statement is communicated to all personnel involved in the operation to ensure everyone is aware of their roles and the safety measures in place.
Implementing Safety Measures
To safeguard all personnel, the lifting area must be clearly defined and secured to prevent unauthorized access. Before lifting operations begin, all personnel must be briefed on the significant risk assessment findings and the method statement. All involved should wear appropriate personal protective equipment (PPE), and only personnel essential to the lifting operation should be present in the lifting zone. Additionally, all lifting equipment and accessories must be certified and regularly inspected to ensure they suit the tasks.
Reviewing and Approving the Plan
The final step involves a thorough review and approval of the lift plan. This review ensures that all aspects of the lift, including the risk assessment and method statement, are accurate and that all safety measures are in place. The plan should be approved by a competent person, typically the Appointed Person, who confirms that the plan complies with all relevant safety regulations and standards. This process enhances safety, attracting new customers by showcasing their reliability and adherence to safety regulations.
By meticulously following these steps, they ensure that each excavator lift operation is performed safely and efficiently, reinforcing their reputation as leaders in providing safe and effective lifting solutions in the construction industry.

Communication and Coordination
Effective communication and coordination are paramount for the safety and success of lifting operations. The appointed person is responsible for communicating the lift plan to all individuals involved. This includes ensuring every team member understands their role and the tasks. Clear and standard verbal, hand, or radio signals should be established to indicate the actions and movements required during the operation. Only one person must be assigned to signal the crane operator to prevent any confusion. Before executing any actions, understanding the signals and instructions should be confirmed, and eye contact or line of sight should be maintained whenever possible. Any problems or changes in the lifting operation must be reported immediately, and critical risks identified should be agreed upon on handling them. Establishing procedures to deal with potential sources of danger, such as chemical, electrical, traffic, or communications issues, is also essential. The lift should be stopped immediately if there is any doubt or confusion.
Inspection and Maintenance
The appointed person must ensure that all lifting equipment has been thoroughly examined within the previous 12 months and inspected and checked before use. This includes ensuring that the Report of Thorough Examination and associated inspection reports, which confirm that the equipment is safe to use, are available. Lifting accessories should also be thoroughly examined within the previous 6 months, inspected, and checked before use, with the Report of Thorough Examination available to confirm their safety. A system for reporting and rectifying defects should be in place to address any issues promptly. Pre-use checks, carried out by trained and assessed operators, should be recorded, and a management system for eliminating deficiencies should be established. Maintenance should be conducted at least at the intervals required by the manufacturer’s manual, with the frequency potentially increased based on usage and environmental factors. All maintenance activities should be formally recorded to ensure a comprehensive history of the equipment’s upkeep.
Environmental and Site Considerations
When planning and executing lifting operations, it is crucial to consider the environmental and site conditions. The appointed person should establish the complexity of the lifting operation, including load/lifting equipment and environmental complexity. This involves assessing load characteristics, such as weight, the centre of gravity, and the presence of suitable lifting points, which can be established through reliable information sources, measurements, weighing, or calculations. Environmental hazards at the location of the operation, including access and egress for the lifting equipment and the suitability of the ground to take the loads imposed during the lift, must also be considered. Where the weight of the load cannot be accurately established, the notional weight should be multiplied by an appropriate factor (typically 1.5) to allow for possible inaccuracies. Ensuring that the ground is suitable to take the loads imposed by the lifting equipment during preparation for the lift and during the lift itself, including any travelling, is essential for the safety and success of the operation.
By adhering to these best practices, you can demonstrate its commitment to safety, efficiency, and compliance, attracting new customers by showcasing its expertise and reliability in providing safe and effective lifting solutions in the construction industry.
Conclusion
Through the detailed exploration of the necessary steps for creating an effective excavator lift plan, it’s clear that meticulous preparation is vital. This guide has underscored the importance of understanding the basics, conducting thorough site and load assessments, selecting appropriate equipment and attachments, and ensuring the competence and training of all personnel involved. By adhering to these principles, the potential risks associated with lifting operations can be significantly minimized, ensuring safety and efficiency on the construction site.
In light of the exploration and insights shared, it becomes apparent that a well-devised lift plan can drastically enhance project outcomes, reinforcing the value of compliance, safety, and operational excellence. Recognizing this, RMT Solutions Ltd remains at the forefront, committed to offering unparalleled expertise and solutions that safeguard both people and projects. By collaborating with us, you align with a partner dedicated to excellence, safety, and innovation. Call RMT Solutions Today to ensure your next project exceeds expectations with our expert lift planning and execution..

How is the Lifting Capacity of an Excavator Determined?
Calculate an excavator’s rated hoist load to determine its lifting capacity. This involves considering the lifting point’s vertical distance from the ground and the load’s radius. The rated load must not exceed 75% of the tipping load, 87% of the hydraulic capacity, or surpass the excavator’s structural strength.
What are the Steps to Drafting a Lift Plan?
Creating a lift plan involves a detailed 8-step process, which includes:
Assessing the weight of the load.
Identifying the load’s centre of gravity.
Determining the load’s maximum dimensions.
Locating and counting the approved lifting points.
Choosing suitable rigging gear for the lifting points.
Considering any height restrictions.
Conducting a Risk Assessment.
What Key Information is Crucial When Planning a Lift?
When planning a lift, the essential factors to consider are the load’s weight, the crane’s boom length, and the radius at which the load will be positioned. While simple lifts might only require a verbal plan, complex lifting operations should have a detailed written plan.
Is a Lift Plan Mandatory for Operating an Excavator?
Yes, it’s critical to plan a lifting operation thoroughly before commencement. A trained operator must map out the process to ensure the excavator can handle the load through all lift stages.