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Forklift Operator Evaluation Form
Instructions: Use this checklist during the field session to evaluate operator proficiency. It can also be used for period evaluation to
ensure that operators are continuing to operate forklifts properly.
1. Follow Operator’s Daily Checklist.
3. Document all findings on the checklist
1. Square up on the center of the load.
2. Stop with the fork tips about 1 foot from the load.
3. Clear personnel from the area near the load.
4. Level the forks; then slowly drive forward until the
load contacts the carriage.
5. Lift the load carefully and smoothly until it is clear.
6. Tilt the mast back slightly to stabilize the load.
7. Look over both shoulders.
8. After out and stopped, lower the load to travel
height.
1. Do not raise or lower the load and forks while
traveling.
2. Maintain a safe speed.
3. Observe all traffic rules, warning signs, floor load
limits and overhead clearances.
4. Keep arms and legs inside the forklift.
5. Follow other vehicles at safe distance.
6. Slow down when cornering.
7. Use the horn to alert others.
8. Travel with the load facing uphill while on a ramp
or incline.
Operator Name Evaluator Name
Date of Evaluation Equipment Operated