Free worked example · Task | Hazard | Control

Crane Lifting and Rigging JHA: Planned Lift Example and Free Template

Build a crane lifting and rigging JHA around verified load data, ground support, crew roles, exclusion zones, communication, landing, and release.

By Todd Jerome Jenkins · Edition v1.0 · October 6, 2026

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First, describe the work and worksite

Fictional example: a mobile crane lifts one identified prefabricated form panel from a prepared laydown rack to an engineered receiving position. The panel will be stabilized according to its erection design before rigging is released. The route remains inside a controlled construction area. The example excludes personnel lifting, multiple-crane lifts, steel erection, and lifts near unresolved power-line exposures. This JHA supports a site-specific lift plan; it does not provide one or calculate crane or rigging capacity.

  • Establish the panel identity, weight, center of gravity, lifting points, sail area, and manufacturer handling information; do not infer these from dimensions alone.
  • The lift plan must identify the crane configuration, radii throughout the path, load-chart deductions, rigging arrangement, ground support, weather limits, and receiving arrangement.
  • Assign an appropriately trained, certified/licensed and employer-evaluated operator as applicable, qualified rigging personnel, qualified signal personnel when required, and the person directing the lift.
  • Identify buried structures, ground conditions, public/worker interfaces, power lines, emergency actions, and clear authority for anyone to call stop.

Build the analysis one step at a time

What will the worker do? How could someone be harmed? What prevents or reduces that exposure? Who checks the control, and when?

Review the lift and crew roles

Hazard: Incorrect load information or unclear responsibilities cause an overload, unsuitable rigging, or conflicting movement instructions.

Control: The responsible lift planner establishes the lift method and capacity checks using actual equipment and load data. Brief the operator, riggers, signal person, receiving crew, and affected trades on roles, signals, stop criteria, and changes.

Verification: Verify the current lift plan, load documentation, equipment configuration, role qualifications, and each person’s understanding.

Why this belongs in the analysis: A signed JHA cannot compensate for an unknown panel weight or an unverified crane configuration.

Set up the crane and control the area

Hazard: An outrigger punches through inadequate support; the crane or load enters a power-line zone or strikes a worker.

Control: Establish adequate ground/support conditions and use the planned matting and outrigger arrangement. Identify and resolve power-line hazards under the applicable provisions. Barricade swing/crush areas and control the load route and landing zone.

Verification: The designated personnel verify support conditions, underground information, setup dimensions, and effective exclusion before lifting.

Why this belongs in the analysis: Ground condition and load-path decisions must precede lifting because their failure can affect the entire crane.

Inspect crane and select rigging

Hazard: Defective equipment or rigging fails; incompatible hardware or unsuitable sling angles overload individual components.

Control: Complete required crane inspections. A qualified rigger selects the arrangement for the panel, lifting points, angles, capacities, and edge protection. Inspect and remove defective or unidentifiable rigging; do not improvise lifting points.

Verification: Check inspection status and actual rigging identification, condition, connections, and compatibility against the planned arrangement.

Why this belongs in the analysis: A sling’s straight-pull rating does not establish capacity in every hitch or angle.

Connect and take controlled tension

Hazard: The panel shifts from its rack, loose items fall, or hands are trapped as rigging tightens.

Control: Secure loose items, connect from stable access, and keep hands and bodies out of pinch and fall zones. Take up tension only on the agreed signal. Check rigging seating and load behavior before continuing; lower and reassess unexpected movement.

Verification: The rigger and operator verify connections, freedom from snagging, panel balance, and that people are clear.

Why this belongs in the analysis: Initial tension is a verification stage, not a reason to continue with an unstable load.

Lift and transfer along the planned route

Hazard: The suspended panel strikes a structure or person, rotates in wind, or moves after communication is lost.

Control: Follow the planned path and operating limits. Use the designated signal arrangement and stop for lost communication or visibility. Restrict fall-zone access as required; use planned tag-line or equivalent control when necessary without creating entanglement exposure.

Verification: Monitor clearance, wind and panel behavior, exclusion boundaries, and confirmed communication throughout the movement.

Why this belongs in the analysis: Load control must protect the handlers as well as prevent unwanted rotation.

Land, stabilize, and release

Hazard: The panel falls after unhooking or crushes a receiving worker against the structure.

Control: Only necessary receiving personnel enter the controlled landing operation. Use positioning tools and keep bodies out of crush points. Install the designed supports, braces, and connections before releasing rigging, using the approved access method.

Verification: The responsible receiving person verifies the specified stabilization and communicates readiness before controlled unloading and detachment.

Why this belongs in the analysis: The crane can hide an unstable receiving condition until the lifting connection is released.

What does a useful control look like?

Needs improvementMore useful for this scenario
Rigging: use certified gear.Verify identification, condition, capacity for the actual hitch/angle, compatible hardware, and the designed lifting points.
Release rigging when panel is set.Verify the specified braces, anchors, and connections are installed before authorizing rigging release.

Decisions that change the analysis

The panel drawing and delivery label disagree. What now?

Do not lift until the responsible planner resolves identity and weight and confirms the lifting arrangement.

The receiving brace anchor cannot be installed. Can the crane release?

No release under this planned method. Keep the condition controlled and obtain a revised stabilization solution before proceeding.

Agree when the crew will pause

  • Pause for changed radius, load identity, rigging, weather, support conditions, route, or receiving arrangement.
  • Stop for loss of communication, exclusion-zone entry, uncontrolled rotation, equipment concerns, or unresolved power-line hazards.

After a pause, correct the condition, reassess the work, and obtain required authorization before restarting. Keep unresolved actions visible.

Download the worked example and free template

No account or paid membership required. The worked example contains planned controls. The blank template is for your own work; neither includes fabricated inspection results, signatures or approval.

Your editable working copy

Build and download your draft

Start blank or load the learning example. Replace its assumptions with your actual conditions and involve the people doing the work. Your entries stay in this browser tab; download a copy before leaving or refreshing.

1. Describe your work and site

2. Work through each task

Describe an observable step, how someone could be harmed, and the control that acts on that hazard. Identify who checks it and what evidence is needed.

Task 1

3. Record changes, checks, and open actions

Walk the work area, review with the crew, and resolve missing controls. Follow the required approval process. This tool does not judge completeness, verify signatures or authorize work.

Open the downloaded file in a browser, then use Print → Save as PDF for a printable copy.

Common questions

Is this crane JHA a lift plan?

No. It organizes hazards, controls, and verification. The lift plan must resolve actual crane capacity, rigging, ground loading, configuration, route, and receiving details through the appropriate competent and qualified personnel.

Must a rigger always have a third-party certificate?

A certificate alone does not establish competence for every load. Identify applicable qualified-rigger requirements and verify the person’s ability for this load and activity; the employer and contract may impose additional credentials.

Are these resources part of a paid course?

This walkthrough, browser draft builder and downloads are free public resources, separate from Academy course enrollment.

References and source note

This original walkthrough was informed by review of uploaded examples, then rewritten for the stated fictional scenario using current primary references. It does not reproduce a source document or its approval record. Use actual equipment instructions and site requirements alongside these references. Reference review: October 6, 2026.

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