Arborist Guides

Tree Surgery Method Statement UK

A tree surgery method statement explains how arborist work will be carried out safely, step by step, and forms a key part of your RAMS when working on commercial sites. On many commercial jobs it is the most scrutinised document in the submission — reviewers use it to assess whether the work has genuinely been planned or whether a generic document has been recycled.

This guide covers what a tree surgery method statement must include, how it differs from a risk assessment, what structure commercial clients expect to see, and why generic examples consistently fall short on real commercial sites.

What is it?

What is a tree surgery method statement?

A method statement is a structured document that explains how work will be carried out in practice — the sequence of operations from site arrival to completion, the equipment that will be used, and how the controls identified in the risk assessment will be applied throughout the job. Where the risk assessment identifies what could go wrong and how risks will be controlled, the method statement explains what will actually happen on site.

For tree surgery, the method statement is often the document that commercial clients and principal contractors read most carefully — it is where they assess whether you understand the job, whether your approach is professional, and whether your documentation reflects how tree work actually runs on site rather than how a generic H&S template assumes it does.

On commercial sites, the method statement is often the most important part of the RAMS — it shows how the work will actually be done, not just what could go wrong.
Structure

What a tree surgery method statement must include

A professional tree surgery method statement should follow the actual sequence of work from arrival to completion. Each step should describe what will happen, who will carry it out, what equipment will be used and how the risk controls apply during that stage of the operation.

1

Site arrival and sign-in

Operatives arrive on site, report to client or site contact, complete any required site induction and review the RAMS before work begins. All operatives confirm they have understood the method statement and risk assessment.

2

Equipment pre-use checks

All equipment is inspected before use in line with PUWER requirements — chainsaw chain brake, chipper emergency stop, climbing equipment condition. Defects are recorded and defective equipment taken out of service.

3

Site setup and exclusion zones

Work area established, exclusion zones set up using barriers and signage, vehicle and equipment positioned safely. Communication method confirmed between climber and ground crew. Banksman deployed where required.

4

Aerial access

Climber ascends using approved technique (SRS or MRS) or MEWP deployed where specified. Equipment inspected before weight applied. Communication confirmed with ground crew before climbing begins.

5

Tree work operations

Pruning, dismantling or felling carried out using appropriate techniques for species, structure and site conditions. Sections lowered under rigging control where required. Ground crew manage exclusion zone and process arisings.

6

Ground operations and chipper use

Arisings processed through chipper in line with PUWER pre-use check requirements. Logs stacked or removed as agreed. Exclusion zone maintained throughout chipper operation.

7

Site clearance and completion

All arisings processed or removed. Signage and barriers taken down. Site left safe, tidy and in the agreed condition. Client or site contact notified of completion. RAMS and site records retained.

ArbDesk arborist RAMS documents preview

ArbDesk RAMS system — structured for UK commercial arborist work.

Why generic fails

Why generic method statement examples get rejected

Describes tree work in general

Steps like “carry out tree work” or “ensure site safety” describe nothing. Commercial reviewers need to understand the specific sequence for this job on this site.

Not linked to the risk assessment

A method statement should reference how the control measures from the risk assessment are applied in practice. Generic examples rarely do this.

No equipment references

Commercial clients expect to see how equipment will be used and what checks have been carried out. Generic examples rarely mention specific equipment or PUWER obligations.

Missing emergency detail

How a rescue would be carried out, where the nearest A&E is, and what the communication method is between climber and ground — often completely absent.

No competence references

Principal contractors want to know that the people doing the work are qualified. Method statements should reference operator competence, not assume it.

Doesn’t match the actual job

A method statement reused from a previous job without adapting it for the specific site reads as exactly that. Reviewers recognise this immediately.

Legal framework

The legislation behind tree surgery method statements

Built from real commercial work

Written by a practising arborist

ArbDesk was built by Christian, a working arborist with direct experience submitting RAMS to principal contractors, local authorities and commercial clients across the UK. Every document in the ArbDesk system reflects what actually gets reviewed on commercial sites — not what a generic H&S template assumes reviewers want to see.

The system has been shaped by real submission feedback — what causes rejections, what gets accepted first time, and what commercial clients and councils actually check when they review arborist documentation.

“Proper system built around how arborist work actually runs. Not just a generic template.”

A
Alexander AG Arborcare — Commercial Arborist, Surrey
Common questions

Tree surgery method statement — frequently asked questions

A risk assessment identifies the hazards, the people at risk and the control measures. A method statement describes how the work will actually be carried out in practice — the sequence of operations, the equipment used and how the site will be managed throughout. RAMS (Risk Assessment and Method Statement) combines both into a single submission. For commercial tree work, clients require both elements — a risk assessment alone is not sufficient.
For domestic or straightforward private work, a full written method statement is not always required. For any commercial work — council sites, principal contractor sites, schools, estates or any site with a formal H&S process — a written method statement is virtually always required before work begins. A well-built template system means you are not writing one from scratch each time, just adapting it for the specific job and site.
Long enough to clearly explain the sequence of operations but not so long that it becomes unreadable. A method statement running to many pages of generic text is often less effective than a concise, structured document that specifically describes this job. The person reviewing it may not be an arborist — clarity and specificity matter more than length. Most professional tree surgery method statements are between one and three pages for straightforward commercial work.
The core structure of your method statement — the arrival, equipment checks, site setup, work sequence, clearance and completion steps — can remain consistent between jobs. What must be adapted is the site-specific detail: the location, the specific tasks being carried out, the access arrangements, exclusion zone details and emergency planning. A template system makes this adaptation straightforward without requiring a full rewrite each time.
Emergency procedures are one of the most consistently checked elements in any RAMS submission. The method statement should confirm the nearest A&E location, the first aid arrangements on site, the rescue plan for a climber in difficulty, and how emergency services would access the site. This information must be site-specific — a generic reference to “emergency services will be called” is not adequate and is a common rejection trigger.
Many commercial clients and principal contractors require method statements to be signed by the responsible person, confirming the information is accurate and that operatives have been briefed. Some require additional signatures from operatives on a site briefing record confirming they have read and understood the method statement before work begins.
ArbDesk

Get a complete tree surgery RAMS system

ArbDesk gives you fully structured method statements, risk assessments, COSHH and site records built for UK commercial tree work — editable Word documents, used on real sites, built by a practising arborist.

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