Complete guide and templates for creating professional method statements. Task-specific procedures for office, washroom, kitchen, carpet and window cleaning.
Create Your Free AccountA method statement is a detailed, written description of how a specific cleaning task will be performed. It outlines the sequence of operations, the equipment and materials to be used, the personnel involved, the safety precautions required, and the procedures for handling emergencies. Method statements differ from risk assessments in that they focus on the "how"—the practical steps and procedures—whereas risk assessments focus on hazards and their likelihood.
Method statements are one of the most frequently requested documents in commercial cleaning tenders. They demonstrate your competence, understanding of the work requirements, and commitment to health and safety. A well-written method statement can be the difference between winning and losing a contract.
Commercial clients use method statements to manage contractor risk, ensure consistency, demonstrate compliance to their own clients, and satisfy insurance requirements. For cleaning companies, method statements serve as internal training documents that ensure all team members follow the same safe procedures.
Identifies hazards, evaluates their likelihood and severity, and specifies control measures. It answers "What could go wrong?" and "How serious would it be?"
Describes the detailed step-by-step process for carrying out work safely. It answers "How will we do this work safely?" and "What are the specific procedures?"
Together, risk assessments and method statements form a complete RAMS package required by most commercial clients and CDM 2015 regulations.
Clients must verify that all contractors (including cleaning companies) have planned for safety before work begins. Method statements demonstrate you understand the risks.
Many insurance policies require documented safe working procedures. Client liability insurance demands proof that all contractors have safe systems in place.
Method statements ensure cleaning is performed the same way every time. Large facilities managers use them to maintain uniform standards across multiple locations and teams.
CDM 2015, PAS 91 (tender standards), and ISO 45001 (safety management) all reference the need for documented procedures and safe systems.
When clients are audited or inspected by their own regulators, they need to demonstrate they have verified contractor competence and safety planning.
Professional method statements show clients you take safety seriously, understand their requirements, and can be trusted to deliver consistently.
Company name, document title, date prepared, version, scope of work, area covered, frequency of service, and any site-specific notes.
Clear description of what will be cleaned, specific areas, frequency (daily, weekly, etc.), and any particular client requirements or constraints.
Step-by-step breakdown of the cleaning process in the exact order it will be performed. This is the most detailed section.
List of all equipment (vacuums, mops, lifts, etc.), chemicals (with product names and manufacturers), and PPE to be used.
Specific PPE required for the task: gloves, eye protection, masks, footwear, high-visibility clothing, respirators, etc.
Hazards specific to the task and the control measures in place. Can reference the RAMS or include a summary.
How to respond to accidents, chemical spills, injuries, or emergencies. Include evacuation points, first aid, and emergency contact details.
The qualifications, training, and induction requirements for staff performing the work. Reference any certifications.
How work quality is verified and inspected. Include checklist items or inspection frequency.
Space for signatures from your company, site management, and/or health and safety personnel.
Sequence of Operations:
Key Hazards:
Slips on wet floors, chemical exposure, repetitive strain, lone working
Required PPE:
Non-slip shoes, gloves, high-visibility vest, apron
Sequence of Operations:
Key Hazards:
Chemical exposure, biological hazards (bloodborne pathogens), sharps, slips
Required PPE:
Heavy-duty gloves, apron, eye protection, respiratory protection (if needed), non-slip shoes
Sequence of Operations:
Key Hazards:
Chemical exposure, high surfaces/working at height, electrical equipment, heat exposure
Required PPE:
Chemical-resistant gloves, apron, eye protection, respiratory protection, closed-toe shoes, hard hat (if needed)
Sequence of Operations:
Key Hazards:
Electrical hazards (wet equipment), slips on wet carpet, chemical exposure, repetitive strain
Required PPE:
Non-slip shoes, gloves, apron, eye protection, hearing protection (if machine is loud)
Sequence of Operations:
Key Hazards:
Falls (if at height), slips, chemical exposure, eye injury from spray
Required PPE:
Non-slip shoes, gloves, eye protection, apron or protective clothing
Sequence of Operations:
Key Hazards:
Chemical exposure, slips on wet/treated surfaces, respiratory hazards, electrical equipment hazards
Required PPE:
Chemical-resistant gloves, respiratory protection, eye protection, non-slip shoes, apron
Define exactly what task you're describing—not "cleaning" but "daily office cleaning of 10,000 sq ft open-plan office space" or "specialist grease trap cleaning for commercial kitchen."
Write out every step in the sequence it will be performed, no matter how obvious it seems to you. For large tasks, use numbered steps or a flowchart format.
Don't just say "clean windows." Say "clean windows using X brand glass cleaner applied with a spray bottle, then squeegee dry with a rubber squeegee to prevent streaks."
For each step, consider what could go wrong and describe how you'll control the risk: "Place wet floor signs" or "check water temperature is below 60°C" or "wear respiratory protection when applying."
Don't say "wear gloves." Say "wear nitrile gloves (not latex due to latex allergy risk)" or "use X brand step ladder, never overstep the top step."
Address what to do if something goes wrong: "If chemical spill occurs, immediately notify site manager, evacuate area, and use spill kit located in main office."
Define what "done" means: "All surfaces should be free of dust, streaks should not be visible on windows, and all waste bins should be emptied."
Method statements are working documents. They should be reviewed and updated whenever circumstances change:
Method statements are only effective if your team understands and follows them. Incorporate them into staff training:
New staff must receive method statements for all tasks they will perform. Walk through each statement step-by-step, answering questions.
Regularly review relevant method statements during toolbox talks, especially before starting a new contract or after incidents.
Observe staff performing the work to ensure they follow the procedures. Document competency assessments.
Have staff sign to confirm they have read and understood the method statement. Keep signed copies in personnel files.
Provide copies of method statements to teams performing the work. Digital copies on phones or tablets allow easy reference.
Encourage staff to report if method statements are unclear or impractical. Update statements based on operational feedback.
Commercial cleaning tenders often ask for method statements showing how you'll perform specific services. This is your opportunity to demonstrate competence and win the contract.
Don't submit generic statements. Adapt them to the specific site, client requirements, and any site-specific hazards mentioned in the tender brief.
Show that you understand the client's operation. For a hospital, reference infection control procedures. For a commercial kitchen, show knowledge of grease hazards.
Professional, detailed method statements demonstrate you've thought through the work and aren't "winging it." This builds client confidence.
Tender evaluators often look for safety commitment. Detailed method statements and associated RAMS show you take safety seriously.
Reference relevant standards (ISO 45001, PAS 91) and HSE guidance. Show you're up-to-date with industry standards.
Specify how quality will be assured. Method statements that include inspection points and quality checks are more impressive.
GraySwift integrates method statement generation directly into the proposal creation process. Instead of writing documents in Word after winning a tender, you can generate professional method statements that are ready to send with your quote.
| Aspect | Word Templates | GraySwift Platform |
|---|---|---|
| Time to Create | 2-4 hours per statement | 15-20 minutes |
| Formatting | Manual, inconsistent | Professional, consistent |
| Updates | Manual edits, version confusion | Version-controlled, tracked |
| Client Delivery | Email + attachments | Secure portal, view tracking |
| Compliance | Manual compliance review | Built-in compliance checks |
| Team Collaboration | Shared folders, conflicts | Real-time collaboration |
| Cost per Tender | 4+ hours labor | Minimal (included in platform) |
Generic sections can be reused, but each client may have different requirements, processes, or hazards. Always customize statements to address site-specific factors.
Detailed enough that someone unfamiliar with cleaning could follow your procedure and achieve the same result. Include every significant step, but don't write paragraphs—use clear, concise bullet points.
Yes, they should be signed by your company (showing it's approved by management) and ideally by the site manager or client (showing they accept your procedures). This demonstrates accountability.
At least annually, when you change procedures, introduce new equipment or products, or after incidents. Update them as soon as procedures change—don't wait for the annual review.
Ask for specific feedback. Adjust the statement to address their concerns, whether that's additional safety measures, quality standards, or specific procedures they require.
Yes. Include site emergency contact, site manager numbers, and your company emergency contact. This ensures staff know who to call in case of accident or incident.
Absolutely. For complex tasks (e.g., specialist cleaning or high-risk work), method statements can be 5+ pages. For simple tasks, one page may suffice. Quality over brevity.
For commercial contracts, it's essential. For small residential jobs, you can manage with standard procedures. But if seeking commercial contracts, develop method statements for every service you offer.
Stop spending hours on Word documents. Create tender-ready method statements automatically with GraySwift.
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