Mobile Plant Safe Work Method Statement (SWMS) Template
Start with a free 30-day trial. No credit card required.
This Mobile Plant Safe Work Method Statement, or Mobile Plant SWMS, is an easy-to-use form that your workers can use to plan and manage mobile plant risks before operating powered plant and equipment. Easily select the scope of work, possible hazards, and required PPE from a list of choices, then work through a ready-to-use list of job steps, risk assessments, and method statements for common mobile plant activities.
Looking for a smart mobile plant SWMS you can download and edit? It comes pre-filled with mobile plant job steps, risk assessments, and method statements you can edit to match how your company works, and your crew can scan to sign on before starting and export the finished SWMS to PDF or CSV.
100% fully editable Mobile Plant Safe Work Method Statement (SWMS)
Export your Mobile Plant Safe Work Method Statement (SWMS) to PDF or CSV
Access Mobile Plant SWMS Form on mobile, tablet or computer
Trusted by companies, projects and teams of all sizes
What is Mobile Plant Safe Work Method Statement (SWMS)?
A Mobile Plant Safe Work Method Statement, or Mobile Plant SWMS, is a document used by site teams, supervisors, and plant operators to plan how mobile plant activities will be carried out safely. This SWMS usually includes details on the work area, plant type, travel paths, ground conditions, nearby workers, traffic controls, PPE, job steps, hazards, risk ratings, and control measures.
Due to the risks that come with mobile plant operations, hazards such as rollovers, collisions, struck-by incidents, blind spots, reversing plant, unstable ground, overhead services, and pedestrian interaction have to be planned around to lessen potential accidents. This makes Mobile Plant SWMS documents highly relevant in Australian construction, civil works, infrastructure, mining, utilities, warehousing, and industrial projects where powered plant is used to move, lift, load, compact, or place materials.
See how this Mobile Plant SWMS Form compares with traditional Word, Excel, and PDF-based processes
Curious to see how this Mobile Plant Safe Work Method Statement works? Check out the free preview below and see how it could streamline your SWMS process.
Use this Mobile Plant Safe Work Method Statement (SWMS) template for free
Generate this template automatically with Storm
You don't have to build the SWMS Process field by field. Let Storm, the AI Data Capture Agent inside Dashpivot, build the template for you in seconds.
Describe what you need
Tell Storm the form you want in plain language and it builds a structured digital template from scratch, with fields, tables, and signatures in place.
Upload what you already use
Drop in your existing PDF, Word, Excel, or even a photo of a paper form. Storm rebuilds it as a smart digital template with the structure intact.
Storm
Generate a SWMS Process form template that I can use for my business
Applicable Standards and Policies for Mobile Plant Safe Work Method Statement (SWMS)
There are generally no explicit formatting requirements for a Mobile Plant Safe Work Method Statement. However, Australian WHS laws require PCBUs to prepare a SWMS for high-risk construction work where applicable, and to document hazards, risks, and control measures involved in mobile plant operations, traffic movement, ground conditions, and work near people or other plant. A Mobile Plant SWMS is a good document to support compliance with this.
- Model WHS Regulations require a SWMS for high-risk construction work in Australia
- Safe Work Australia guidance covers powered mobile plant risks and control measures
- Safe Work Australia guidance covers traffic management, exclusion zones, and pedestrian interaction risks
- State and territory WHS laws commonly require risk controls for mobile plant and construction work
- Local site and principal contractor requirements commonly require SWMS documents for mobile plant operations
Staff Members and Parties that use Mobile Plant Safe Work Method Statement (SWMS)
A Mobile Plant SWMS is primarily used by project teams that manage excavators, rollers, loaders, forklifts, graders, bulldozers, or other powered mobile plant on site. Here are examples of other common parties that use a Mobile Plant SWMS:
- Site supervisors and project managers
- Mobile plant operators
- Spotters and traffic controllers
- Health and safety teams
- Contractors and subcontractors carrying out mobile plant operations
Business Risks Reduced by Mobile Plant Safe Work Method Statement (SWMS)
A Mobile Plant SWMS puts controls in place for the hazards behind most mobile plant incidents, such as rollovers, crush and struck-by injuries, reversing risks, blind spots, unstable ground, and interaction with pedestrians or other mobile plant. Applied consistently, it reduces the following business risks.
- Injuries, fatalities, and mobile plant-related incidents
- Non-compliance with Australian SWMS and mobile plant safety requirements
- Legal claims, enforcement action, and incident-related costs
- Project delays from plant incidents, damaged assets, investigations, and site shutdowns
Business Opportunities Created by Mobile Plant Safe Work Method Statement (SWMS)
A well-prepared Mobile Plant SWMS helps businesses improve control over plant movement, high-risk construction work, and interaction between workers, equipment, and site traffic. Here are some ways a well-designed Mobile Plant SWMS can help businesses:
- Improve worker confidence before mobile plant operations begin
- Strengthen contractor prequalification and tender-offer competitiveness
- Improve coordination between supervisors, plant operators, spotters, and site teams
- Build trust with clients, regulators, insurers, and project stakeholders
What Should be Included in a Mobile Plant SWMS?
A Mobile Plant SWMS should be prepared before mobile plant activities are carried out as part of high risk construction work. While exact requirements can vary across Australian states, territories, projects, and principal contractor requirements, there are some core elements that are typically included that you should know about:
- Scope of work, site location, plant type, work area, and responsible persons
- Job steps for pre-start checks, site access, operation, reversing, loading, parking, and shutdown
- Hazards such as rollovers, crush injuries, blind spots, struck-by risks, unstable ground, overhead services, and nearby workers
- Required controls such as exclusion zones, traffic management, spotters, seatbelts, service checks, communication methods, and operator competency
- Risk ratings, emergency procedures, worker consultation, sign-off, and review requirements
Why are Mobile Plant SWMS Important?
Mobile Plant SWMS are important because powered mobile plant can create serious risks when operating near workers, pedestrians, traffic routes, slopes, trenches, structures, and other plant. This is critically important on construction, civil, mining, demolition, and earthmoving sites where ground conditions, visibility, access routes, and work areas can change throughout the job.
Essentially, a Mobile Plant SWMS helps confirm that the work steps, site hazards, plant movements, traffic controls, and emergency procedures have been reviewed before the task begins. Additionally, it gives project management teams clear documentation of the due diligence performed, supporting consultation, site coordination, and compliance with Australian WHS requirements for high risk construction work.
How to Create a Mobile Plant Safe Work Method Statement (SWMS)
Building effective Mobile Plant SWMS forms requires the right structure and information. In this section, we explain how to create your own SWMS forms from scratch.
Before starting your Mobile Plant Safe Work Method Statement (SWMS) form, the following pre-requisites should be ready.
- Project or site details are required.
- Mobile plant types and work areas must be listed.
- High-risk construction work details must be covered.
- Hazards, risks, and control measures must be stated.
- Operator competency and plant inspection needs must be included.
- Traffic, pedestrian, and exclusion zone controls must be noted.
- Worker sign-off and SWMS review requirements must be recorded.
Start with Project and SWMS Information
First, you need to place high-level general information at the beginning of your Mobile Plant Safe Work Method Statement to help establish context for the work to be done. Here are some examples of core elements that you can use:
- Project name and site location
- SWMS title and document reference number
- Description of mobile plant activities to be completed
- Name of the PCBU, contractor, or subcontractor
- Names and roles of workers, supervisors, and mobile plant operator
Define the Scope of Mobile Plant Operations
Next, you will want to define the scope of work so it is clear what mobile plant activities are covered by the SWMS. For example, you will want to list the following information in your Mobile Plant SWMS:
- Type of mobile plant being used
- Work area, access routes, and travel paths
- Materials, loads, or ground conditions involved
- Attachments, tools, or equipment required for the task
- Exclusion zones, traffic controls, and pedestrian routes
Assess Mobile Plant Hazards
It is important that potential hazards are identified before mobile plant operations start so the appropriate safety control measures can be implemented. Common hazards that you should look out for include:
- Contact with workers, pedestrians, vehicles, or other mobile plant
- Blind spots, reversing, turning, or poor visibility
- Roll-over risks from slopes, edges, trenches, or unstable ground
- Contact with overhead or underground services
- Noise, vibration, dust, fumes, or changing weather conditions
Record Safety Control Measures and Work Method
After the hazards are identified, you will want to determine the appropriate safety control measures to reduce risks for your workers and nearby site personnel. Be sure to document the following information in your SWMS:
- Operator competency and mobile plant pre-start checks
- Seatbelt use, warning devices, and safe travel speeds
- Spotters, traffic controls, and exclusion zones, where required
- Safe approach distances from workers, edges, services, and structures
- Work sequence for start-up, movement, loading, operation, parking, and shut-down
Complete Review, Approval, and Worker Sign-Off
Complete your Mobile Plant SWMS with review, approval, and worker sign-off to confirm that the work method and safety control measures have been communicated before work starts. Here are some examples of fields you can include:
- Names and roles of reviewers and approvers
- Date of review and approval
- Worker confirmation that the SWMS has been read and understood
- Supervisor or person in charge sign-off
- Revision number and next review trigger
Frequently asked questions
How to create SWMS Process in an App or Software System
A well-designed SWMS process ensures workers clearly understand the hazards, risks, and required control measures to perform high-risk work, while enabling your team to easily document, review, and share safe work procedures before work begins.
40 minutes
Medium difficulty
Start your Mobile Plant SWMS with General Information
It is important to begin your Mobile Plant Safe Work Method Statement (SWMS) with key project, site, date, reference, and location details so the document can be traced to the correct mobile plant activity. This section should use simple text and date fields for fields such as:
- Text field or Automatic Form Counter for SWMS Reference Number
- Date selector field for Date
- Text fields for Project Name and Address
- Text field or Automatic Single Day Weather capture
- Multi-line text field for Description of Work
Create a Section for Scope of Work, Hazards, and PPE
Next, create a section where users can select the project scope, possible hazards, and required PPE for the mobile plant works. For simplicity, we recommend using multiple-choice selector fields for this section, with fields such as:
- Multiple-choice selector field for Project Scope
- Multiple-choice selector field for Possible Hazards
- Multiple-choice selector field for PPE Required, including Ear Protection
- Conditional text field for other hazards or PPE not listed in the pre-filled choices
Create a Table for Material and Equipment Information
Users will next need to list the excavators, skid steer loaders, communication equipment, and other equipment required for the task. We highly recommend using a table for this section so each item can be recorded with its make, asset details, and required training information.
- First column for Material or Equipment Name
- Second column for Make or Model
- Third column for Registration or Asset ID, if any
- Fourth column for Required License or Training, if any
Create a Table for the Method Statement and Risk Assessment
Next, create the main SWMS table where users can record each mobile plant job step, hazards, risk scores, controls, and responsible persons. We highly recommend using a table for this section, with the following formatting for the columns:
- First column for Job Step
- Second column for Potential Hazards
- Third column for Initial Risk Score
- Fourth column for Controls
- Fifth column for Residual Risk Score
- Sixth column for Person Responsible
Add Pre-filled Method Statement Rows for Mobile Plant Work
After the main table is created, add pre-filled rows that reflect the most common mobile plant job steps in the attached SWMS. These rows help users complete the form faster while still allowing the SWMS to be adjusted for the actual site task.
- Row for Pre-start planning, work area setup and mobile plant inspection
- Row for manoeuvring mobile plant
- Row for Operating mobile plant and performing work activities
- Row for Parking, maintenance and shutting down mobile plant
Create a Section for Additional High-Risk or Site-Specific Steps
Some mobile plant tasks may require extra job steps depending on plant float access, ramps, loading areas, unstable ground, nearby workers, or how the plant is moved between work areas. We highly recommend creating an additional method statement table so users can add extra risk assessment rows when needed.
- Columns for Job Step, Potential Hazards, Likelihood, Consequence, Initial Risk Score, Controls, Residual Risk Score, and Person Responsible
- Dropdown fields for Likelihood and Consequence scores
- Risk Score = Likelihood Rating x Consequence Rating
Create a Section for Risk Matrix Guidance
Next, add a risk matrix section as a guide for users to assess initial and residual risk scores for any additional job steps they may add. We highly recommend using the following fields and features to help guide users:
- Pre-filled or photo of the Risk Matrix table showing Likelihood, Consequence, and Risk Score levels
- Pre-filled text field for Consequence ratings from 1 to 5
- Pre-filled text field for Likelihood ratings from 1 to 5
- Pre-filled guide for residual risk actions, including Low, Moderate, High, and Catastrophic risk outcome
End your Mobile Plant SWMS with Worker and Supervisor Sign-offs
Finally, complete the Mobile Plant Safe Work Method Statement (SWMS) with worker confirmation and sign-off fields for the responsible parties. If your app or software allows, use scan-to-sign and automatic e-signature fields to keep the sign-off process digital.
- A scan to sign-on table for workers’ sign-off
- E-signature field for Supervisor Sign-off
- E-signature field for Project Manager Sign-off
- Automatic date and time stamp fields for each sign-off
About the author
Ron Gadugdug
Engineering Content Writer
Education:
Cebu Institute of Technology - University - Civil Engineering
Bio:
Ron is a Civil Engineer with 6 years of experience in the construction industry, primarily focused on quantity surveying, cost estimation, project management, quality control, contract administration, and property & engineering insurance. At Sitemate, he writes about practical applications of evolving technologies and digital solutions that support construction professionals in improving efficiency, compliance, and project delivery across the built world.
Project Details:
Quantity Surveying & Cost Engineering
Performed quantity take-offs of several high-rise and horizontal structures using sheets and applications like Revit and Bluebeam Revu, and spearheaded trials with Building Information Modeling (BIM) software.
Project Management & Consultancy
Coordinated with project management teams during the construction of local projects such as a 4-tower hotel & resort, a 22 storey condominium project, and a school dormitory project.
Contract Administration
Assisted during contract biddings and negotiations with general contractors and sub-contractors, and oversaw progress reporting, billings, and payment.
Property & Engineering Insurance
Dedicated non-life claims handler, overseeing property and contractor all-risk insurance claims, risk management, and bonds.
Version History:
Other popular templates you can use and edit for free
This SWMS form was generated with Dashpivot software
- Access, edit and complete your SWMS Process from any device - mobile, tablet or computer.
- Print, download or send your SWMS Process as perfectly formatted PDF documents with your company logo.
- Store your SWMS Process securely online, where they can be searched and found in seconds
- Invite internal and external parties to see, edit and sign off on SWMS Process online.
English (United States) 
English (Australia) 
English (UK) 
English (New Zealand) 
English (South Africa) 
German