DPAB

Lifting Plan

Table of content
1 Planning of Lifting Operation……………………………..1

2 Responsibilities ……………………………………………..1

2.1 Responsible Person…………………………………..1

2.2 Competent Person……………………………...……..3

2.3 Competent Lifting Team………………………………3

3 The Lift………………………………………………………….3

3.1 Define the Lift……………………………………………3

3.2 Plan the Lift………………………………………………3

3.3 Perform the Lift………………………………………….5

3.4 Record and Share……………………………………….6

4 Attachments…………………………………………………….7

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 DPAB

1 Lifting Operation Plan

Lifting Operation Plan

personnel
Responsible Competent Competent
procedure person person lifting team

Identify lifting activity.

Define the lift Notify or appoint a Determine scope of
competent person. work.

Lift plan.

Ensure all equipment

Plan the lift suitable for intended use.

Appoint competent
person.

Perform the lift Participate in

Be involved Conduct toolbox talk, toolbox talk
review plan. Carry out lift with
appropriate
supervision.
Conduct post job
Record and share debrief, share the
learning points

2 Responsibilities
Everyone involved in lifting and mechanical handling operations has specific

responsibilities. These are defined in the following paragraphs:

2.1 Responsible Person

The Responsible Person is the person who has overall responsibility for work activities.

This person may be the Shift Supervisor, Rig Manager, Rig Engineer or Toolpusher. The

Responsible Person recognises, or is advised of, the need for a lifting activity and either

notifies the Competent Person or appoints a Competent Person to plan the lifting operation.

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 2.2 Competent Person

The Competent Person is someone who has the ability to plan and supervise lifting

operations. He must have the practical skills, theoretical knowledge and ability to carry out

risk assessments, produce and assess lift plans and conduct toolbox talks.

2.3 Competent Lifting Team

Each team member has the responsibility to know and work within their own competency

to complete the job. They are required to attend and participate in toolbox talks, carry out

pre-use inspections of lifting equipment and stop any operation when they are concerned

about its safety.

3 the lift
3.1 Define the Lift

Identify Lifting Activity

The Responsible Person should identify or be informed of the need for a lifting operation

and inform the Competent Person or appoint a Competent Person. The Competent Person

will plan and, if appropriate, supervise the lifting operation.

Determine Scope of Work

The Competent Person must begin his planning process by determining the scope of work

– defining what is to be done, who should be involved, how it will be conducted.

3.2 Plan the Lift

Lift Plans

The lift plan is intended to clearly identify the Competent Person planning the lift, the

lifting operation to which it relates step-by-step instructions for carrying out the lift, the

equipment required, and the activity assigned to each person. Many employers have systems

in place to enable the lifting operation to be classified as ‘routine’ or ‘non-routine’. For routine

lifts, the lift plan may be ‘generic’ in nature but will still be reviewed prior to each lift, or before

a series of similar lifts. For ‘non-routine’ lifts, this may be further classified, for example in

terms of simple, complicated and complex. The classification of lifting operations is designed

to give the Responsible Person and Competent Person additional guidance in terms of the

risk assessment, planning, supervision and the competence requirements of the personnel
performing the lifting operation. The nominated Competent Person will approve every lift plan.

Selection of Lifting Equipment

The Competent Person will have identified the appropriate lifting equipment and

accessories required. It is essential that the equipment being used is certified, fit-for-purpose

and visually checked for any defects etc before being used. The Competent Person must take

into consideration:

• The technical specification and integrity of equipment

• The place where it will be used

• The conditions under which it will be used

• The purpose for which it will be used

• Inherent risks to health and safety as a result of its use

• Ergonomic risks

• Manual handling.

The lifting equipment provider must ensure that all lifting equipment and lifting

accessories are subjected to a thorough examination scheme and in-service inspections to

ensure continued integrity.

Selecting Competent Personnel

Only suitably Competent Personnel should be involved in lifting operations.

Personnel in a lifting team, especially the person in charge of a lifting operation, must

always bear in mind that if they consider that the operation exceeds their level of competency,

they must stop the operation until a suitably Competent Person is able to assist or take over.

Other interested parties should not bring pressure to bear on personnel performing lifting

operations.

Although the person in control of the lifting operation is responsible for ensuring the lifting

operation is carried out in a safe manner, all personnel involved also have a responsibility for

ensuring that the lift is carried out safely.

The Competent Person, when planning the lift, must ensure that the selected personnel

have experience of, the safe use and operation of the equipment and techniques required to

perform the lifting operation.

 3.3 Perform the Lift

Review and Toolbox Talk

Once the lift plan has been approved, the Competent Person will hold a toolbox talk with

all the appointed personnel involved in carrying out the lift. At the toolbox talk, individual

responsibilities will be allocated including identification of who will be in control of the lifting

operation. During the toolbox talk, all personnel will review the lift plan, and discuss these

step-by-step to ensure that everyone clearly understands and agrees with the methods and

control measures to be used.

If, after discussion, there is an agreed change to the lift plan, the Competent Person will

amend the documentation and seek re-approval.

Conducting the Lifting Operation

The lifting operation will be conducted following the agreed and approved lift plan, using

current and industry best practice.

It is important that lifting equipment is only used in accordance with the manufacturers’

operating instructions and reference should be made to them.

In the process of lifting operation，everyone involved in the lift has the responsibility to
stop the lifting operation at any time if they believe the operation could, or has, become
unsafe or

there is a change from the agreed plan.

Caution: All involved person must understand the crane signal. (See attachment)

A safety observation program provides a means of encouraging safety observations and

prompting individuals in recognizing unsafe acts and unsafe conditions. The following 9

‘Steps to Safety’ identify the key elements of such a program:

1） Decide

Decide to carryout the observation, gather any relevant information on the area ortask.

2） Observe

Usea l yoursensesduringtheobservation andbepreparedtointerveneorstopthejob,if

needed.

3） Introduction

Introduceyourself, put people at ease. If youalready knowthe person, this may bemore
informal.

4） Explain

Explain that you arecarrying out asafety observation and the benefits tothem and the

team (eg to acknowledge safe behaviors and to discuss any safety improvements).

5） What is the job?

Useopen questions to starta discussion on what the person is doing.

6）Praise

Alwaysstartwithsafebehaviors.Buildingonmotivationalfeedbackencouragesopenness and

communication. Givespecific examples and say why they are important to reinforcesafe

behaviors. State sincerely what you want to say.Be honestbut do not patronise.

7） What can go wrong?

Thediscussion should focus on what was observed to be unsafe. Useopen questions to

involve theperson and a low them tostate theunsafe behaviour sothey ‘own’ it. Explore the

consequences and tryto get the person to seea l the effects on the person, team, family etc.

8） Why unsafe behaviour?

Explorethe reasons forthe unsafe behaviour. Look forthe causes and then the root

causes.

9） What corrective action is needed?

See if they have any ideas on how to do the job ortask more safely.Get them to offer the

solutions.Get agreement on changes to be made.Record the observation.

3.4 Learn, Record and Share

Post Job Debrief and Learning Points

After completing the lifting operation, everyone involved in the lift has the opportunity to

discuss and make improvements to the lift plan. Any learning points noted on the plan will be

reviewed by the Competent Person and actioned, as appropriate. For example, this may

include feedback on equipment effectiveness, lifting techniques, etc.

Companies should ensure that the significant learning and improvements identified from

lifting operations are recorded and share with other rigs.

4 Attachments

LIFT PLAN part 1（To be completed by the Competent Person)

Installation/transportation/other： Location：
Lift Plan Number：
Weight of Load，Actual or Assessed:
Description Lifting Operation:

Possible Considerations(not exhaustive)

(tick if relevant and address each point in step-by-step section below）
weight not verified lifting of chemicals
high centre of gravity load on pallet requires securing
stability of load seafastening removed
restricted headroom or confined
awkward size/shape/sharp edges
work area
no lifting point directly above the
no dedicated lifting point on the load
load
Conflicting tasks in area Communication requirements
Dynamic factors involved Adequate lighting and visibility
Appropriate and correctly installed lifting equipment and accessories
No certified suspension points for the lifting equipment
Is the use of tag lines required? Then consider personnel positioning
Route To Be Traveled And Lay down Area
(If you can’t answer either, address in the
Yes No
‘Step-by-Step’ section)
1) Are the route and lay down area clear of
obstructions?
2) Is the lay down/landing area adequate in terms of
size and load-bearing ability?
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3) Is suitable packing available for protection of the

load, lifting equipment, slings etc?
4) Have barriers been positioned to prevent access by
unauthorized personnel?
5) Have you confirmed that the lay down area is within
the operating limits/radius of the equipment?
6) Have environmental conditions been considered
with regards to the safety of the lifting operation?
7) Will the Lifting Equipment Operator be able to see
the Banks man throughout the operation, or have
another suitable; risk-assessed means of
communication been checked and made available
(e.g. radios)?
8) Are there hazardous process plant or materials in
the area?
step-by-step details of the lifting operation
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LIFT PLAN Part 2 (To be completed by the Competent Person)

sketch detailing the rigging up of the lifting equipment and lifting accessories

Lifting equipment and lifting accessories to be used (specify type and Swl)

Debrief and learning points (did the lifting operation go as planned or are changes to the lift plan required?)

Competent Person Print Name: Signature: Date:

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TOOLBOX TALK CHECKLIST

All personnel involved in the work activity must participate in the Toolbox Talk (TBT) and
sign below as being present.
Work Location: Work Activity:
Date:
CHECKLIST/PROMPT (Tick where appropriate)
Type of operation to be executed Crane/lifting requirements
Working environmental
Methods/procedures to be adopted
conditions
Individual responsibilities for controls Tests/monitoring
Work equipment Conflicting activities
Environmental
Hazardous substances used/present
considerations
Potential hazards Waste management
OPERATIONS SUMMARY

EQUIPMENT SUMMARY

SAFETY TOPICS DISCUSSED

TALK CONDUCTED BY
Planned By Print Name: Signature: Date:
Talk Carried Out By Print Name: Signature: Date:

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crane signal

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