Forklift – Competency Assessment – Editable Word Format
Make sure your forklift operators aren’t just “trained” — they’re competent and documented.
This Forklift Competency Assessment template helps companies evaluate, record, and prove forklift operator skills in line with provincial OHS legislation, CSA standards, and client requirements.
This editable Word document allows you to add your logo, customize assessment criteria, and create an audit‑ready record for new hires, refresher evaluations, or post‑incident reviews.
Use it to:
✅ Verify operators after initial forklift training
✅ Conduct refresher assessments for experienced workers
✅ Document skills for audits, inspections, or client compliance
Key Features
Fully Editable Word Document (.doc) – Easy to brand, edit, and adapt for your site.
Covers Key Forklift Skills – Pre‑use inspections, mounting/dismounting, safe load handling, travel, parking, fueling, and propane tank changes.
Supports OHS Compliance – Helps demonstrate due diligence under legislation and site rules.
Digital or Print‑Friendly – Use as a physical checklist or upload into SiteDocs for digital tracking.
Who Should Use This Form?
Safety Managers & HSE Coordinators needing documented forklift sign‑offs
Supervisors & Trainers verifying operator competency in the field
Contractors & Businesses wanting compliance documentation for audits and client prequalification
Going Paperless? Using SiteDocs?
📅 Book a quick SiteDocs walkthrough here to see how it works in under 15 minutes.
Download once — customize forever.
Whether you’re using it as a standalone evaluation form or as part of your competency program, this template makes documenting AWP training faster, easier, and audit‑ready.
Looking for a full competency program?
Upgrade beyond single assessments with our Complete Competency Program — a ready-to-use, editable system that includes:
✅ A full Competency Policy & Directive
✅ Supervisor guidance and assessor tools
✅ A customizable Competency Matrix
✅ Generic assessment forms to add unlimited competencies
