A lift plan is a written description of how a load will be lifted, moved and set down: what it weighs, what equipment and rigging will be used, where the crane or hoist will be set up, who is involved and how people will be kept clear. Every lift needs some level of planning, and lifts that are heavy, complex or close to people and power lines need a detailed written plan reviewed before the work starts.
Why lifts go wrong
Lifting incidents usually come from a short list of causes: an unknown or underestimated load weight, rigging that is damaged, wrongly selected or wrongly attached, a crane set up on poor ground or outside its chart, a load swinging into people or structures, contact with power lines, and confused communication between the operator and the crew. Most of these are preventable with planning and inspection before the load leaves the ground.
Routine and critical lifts
Many organizations divide lifts into routine lifts, covered by a standard procedure and a pre-lift check, and critical lifts, which need an engineered or detailed written plan approved by a competent person. Definitions vary by company, client and province, but a lift is commonly treated as critical when it involves:
- A load close to a high percentage of the crane's rated capacity for the configuration
- Two or more cranes lifting the same load
- Lifting people in a work platform suspended from a crane
- Loads over occupied areas, operating plant, or public roads
- Work near energized power lines
- Unusual, fragile or high-value loads, or loads with an uncertain centre of gravity
- Difficult ground, tight spaces or blind lifts where the operator cannot see the load
Your program should define what counts as a critical lift so supervisors do not have to judge it on the day.
What a lift plan covers
- Load weight, including rigging and any attachments, and how the weight was confirmed
- Load dimensions, centre of gravity and pick points
- Crane or hoist model, configuration, radius, boom length and the load chart values that apply
- Set-up location, ground bearing capacity, outrigger pads and mats
- Rigging: slings, shackles, spreader bars and their rated capacities and angles
- Travel path of the load, set-down location and landing materials
- Hazards: power lines, structures, traffic, wind and weather limits
- Exclusion zones and how they will be controlled
- Roles: lift supervisor, operator, riggers, signaller and spotters
- Communication method and signals
- Sign-off by the people responsible before the lift
Rigging safety
Selection
Choose rigging rated for the load, taking the sling angle into account. As the angle between a sling leg and the horizontal decreases, the tension in the leg increases sharply, so a sling that is strong enough in a vertical hitch may be overloaded in a basket or bridle at a flat angle. Choke hitches also reduce capacity. Protect slings from sharp edges with corner protectors or softeners.
Inspection
Riggers should inspect all rigging before each use and remove anything with a missing or unreadable tag, cuts, broken wires, kinks, crushing, heat damage, stretched or cracked hooks and shackles, or other damage. Periodic documented inspections by a qualified person are also needed. ASME B30 standards are widely used for rigging hardware and slings in Canada, alongside provincial requirements. See Rigging and sling inspection.
Attachment
Attach rigging at the designed lifting points where they exist, balance the load over its centre of gravity, and make a trial lift a short distance off the ground to check balance and that the rigging is seated before the full lift.
Never under a suspended load. Nobody should stand or walk under a suspended load or between a load and a fixed object. Use tag lines to control swing, set up and enforce exclusion zones, and stop the lift if anyone enters them.
People, equipment and communication
Roles and signals
A lift involves several roles, and each must be clear. The operator controls the crane and has the authority to refuse an unsafe lift. One designated signaller gives signals to the operator, using standard hand signals or radio, and anyone can give the emergency stop signal. Riggers prepare and attach the load. The lift supervisor confirms the plan is followed. Operator certification and rigger qualification requirements differ between provinces, so confirm what applies where you work. Before a critical lift, hold a pre-lift meeting to walk through the plan with everyone involved.
Cranes and mandated inspections
Cranes and many hoisting devices must be inspected and maintained under provincial rules and manufacturer requirements, often by certified or qualified inspectors, and some need certification before use. A lift plan assumes the equipment is in compliance. Check inspection records and the pre-use inspection before every lift. See Overhead crane inspections: frequent and periodic.
How ehZee can help
We review lift planning practices, prepare lift plan templates and procedures, and assess rigging inspection and storage. We also help clients prepare for and follow up on mandated crane inspections. See our lift safety and fall arrest service.
Common questions
Who should write a critical lift plan?
A competent person familiar with the crane, the rigging and the site, often with input from the crane supplier or a professional engineer for complex lifts. Requirements vary by province and client.
Can we estimate the load weight?
Only as a last resort and with a conservative margin. Use drawings, manufacturer data, shipping documents or a load cell wherever possible. Unknown weight is a leading cause of overloads.