Lifting, Rigging & Mobile Equipment

Lifting Plan Basics

Practical HSE guidance for defining load, equipment, rigging, route, roles and controls before lifting, with field-ready controls, verification points and stop-work triggers.

OSHA7 min readHigh Risk

Overview

Lifting Plan Basics should be managed through a planned system of work: identify the task-specific hazards, eliminate exposure where practical, use engineered or collective controls before relying on PPE, verify critical safeguards before starting, and stop the task when controls are missing or conditions change. This guide applies those principles specifically to defining load, equipment, rigging, route, roles and controls before lifting.

Main Hazards

• Mismatch between actual load and planned equipment capacity
• Unplanned obstacles, blind areas or changing lift path
• Dropped or uncontrolled loads
• Crushing and line-of-fire exposure
• Equipment instability or overload

Required PPE

✓Safety helmet
✓Safety footwear
✓Task-appropriate gloves and high-visibility clothing

Essential Controls

1Document load data, lift path, equipment configuration and rigging arrangement before execution.
2Brief roles, communication, exclusion zones and hold points with the lifting team.
3Confirm equipment capacity, configuration and inspection status before use.
4Use a lift plan or task plan appropriate to the complexity and risk.
5Establish an exclusion zone and keep people out of the load path and pinch points.
6Use competent operators and agreed communication signals.

Common Mistakes

×Standing beneath or beside a suspended load
×Using damaged or unidentified rigging equipment
×Operating without clear signals or a defined exclusion zone
×Assuming ground conditions and equipment capacity without verification

Pre-work Verification

✓Equipment inspection and capacity are verified
✓Load, route and exclusion zone are understood
✓Operator, rigger and signal communication are confirmed

Load-Control Emergency

If a load becomes unstable, communication is lost or equipment behaves abnormally, stop movement, keep the exclusion zone clear and stabilize the situation before any recovery attempt.