When is a formal lift plan required?

• A. For critical lifts, lifts near capacity, lifts with multiple cranes or personnel nearby, or lifts in restricted spaces.
• B. For every routine lift regardless of risk.
• C. Only when the weather is poor.
• D. Only when a new crane is introduced on site.

Answer: (A)

A formal lift plan is required when the lift involves a higher level of risk due to factors like size and weight approaching the crane’s capacity, the involvement of more than one crane or other personnel in the lift, or operations in a restricted or confined space. In these situations, the plan documents every detail needed to manage that risk: the exact load and rigging configuration, crane selection and setup, the lift path and clearance, ground and site conditions, weather considerations, communications and signaling, emergency procedures, and clearly defined roles and hold points for all workers. Having this plan helps ensure everyone knows how the lift will be conducted, what could go wrong, and how to stop or modify the operation safely if conditions change.

Routine lifts with low risk are often covered by standard procedures and briefings, so a formal lift plan isn’t always required. Factors like poor weather or a new crane on site don’t automatically necessitate a formal plan unless they introduce the higher risks described above.