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All About Method Statements

What is a Method Statement showing a project binder with Procedure written on the side

In the world of tendering and bidding, you’ll often encounter the term method statement. A method statement is a key part of many tenders, especially in industries like construction, engineering, or any field where specific processes or safety measures are critical. But what exactly is a method statement, and why is it so important? Let’s explore the purpose of a method statement, what it should include, and how you can structure one to make sure it stands out in your tender submission.

What is a Method Statement?

A method statement is essentially a document that outlines how you will complete a specific task or project. It provides a clear, step-by-step explanation of the processes involved in delivering the required work, as well as the safety measures and risk management strategies you will implement. The purpose of a method statement is to reassure the client or buyer that you have a well-thought-out approach, one that ensures the task will be completed efficiently, safely, and in line with any regulatory requirements.

For example, if you are a window cleaning company bidding for a contract to clean high-rise buildings, the client may request a method statement as part of your bid. In this document, you would explain the steps you take to clean the windows, the equipment you use, and the safety precautions you follow, such as using harnesses or scaffolding. This gives the buyer confidence that you understand the complexity of the task and have planned appropriately.

Why are Method Statements Important?

Method statements serve several critical functions in the tendering process:

  • Demonstrating Competence and Expertise
    A well-prepared method statement shows that you know exactly how to perform the task in question. It demonstrates your understanding of the job’s complexity and that you have the experience and expertise to carry it out efficiently.
  • Ensuring Safety and Compliance
    Safety is a major concern in many industries, particularly in construction or jobs involving high-risk tasks. By outlining the safety measures you’ll take, such as adhering to health and safety regulations or using protective equipment, your method statement provides reassurance that you are a responsible contractor who prioritises the safety of both workers and the public.
  • Reducing Risks
    Often, method statements are developed or revised because of a risk assessment. By addressing potential risks upfront and explaining how you will mitigate them, you can provide further reassurance to the buyer that you have considered all potential challenges and have measures in place to deal with them effectively.

How to Structure a Method Statement

A clear and well-organised method statement is key to making a good impression. Here’s a suggested structure to follow when preparing one for your tender:

  1. Introduction
    Start with a brief overview of the task or project, including the objectives and the specific work to be carried out. For example, if you’re cleaning high-rise windows, outline the scope of the job (e.g., “Window cleaning for a 12-story office building, using abseiling techniques”).
  2. Scope of Work
    Clearly define what work is being done. This section should give the buyer a detailed understanding of the specific tasks your company will perform. For instance, describe the areas that will be cleaned, the methods you will use, and the expected outcomes.
  3. Step-by-Step Process
    Break down your method into clear, logical steps. Each step should describe exactly what will happen, in what order, and who will be responsible. Include information about the equipment or machinery involved, timelines, and any materials you will use.
  4. Health and Safety Considerations
    This is one of the most important sections of your method statement, especially if the task involves any significant risks. Based on a risk assessment, outline the safety measures you will take to protect workers, the public, and the environment. For example, describe the use of personal protective equipment (PPE), emergency procedures, or how you will comply with health and safety regulations.
  5. Risk Assessment Summary
    Provide a summary of the risks identified and how they will be mitigated. This could include hazards such as working at height, dealing with hazardous materials, or operating heavy machinery. Detail the precautions that will be taken to minimise these risks, such as securing areas or training workers on safety protocols.
  6. Qualifications and Experience
    Include information about your team’s qualifications, certifications, and experience. Highlight any training or credentials that show you are well-prepared to complete the task safely and to a high standard.
  7. Monitoring and Review
    Explain how you will monitor the process to ensure it is carried out as planned and how any issues will be addressed. This could involve regular inspections, safety audits, or quality control measures.

Method Statements Conclusion

A method statement is more than just a formality—it’s a powerful tool that shows buyers how you plan to execute their project safely, efficiently, and in compliance with industry standards. By providing a clear, detailed breakdown of your approach and addressing safety concerns, you can demonstrate professionalism and competence. Structuring your method statement with clear sections, from the scope of work to safety considerations, will help ensure it meets the buyer’s expectations and positions your business as a strong contender in the tender process.

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