Controlling Lifting Operations - Planning Lifts
This qualification recognizes professionals responsible for planning complex lifting operations. Candidates must demonstrate skills in risk assessment, equipment selection, lift plan development, and compliance with safety standards. It is ideal for Lift Planners or Appointed Persons seeking formal recognition of their expertise in designing, coordinating, and ensuring safe and efficient lifting procedures.

The Level 5 NVQ Diploma in Controlling Lifting Operations (Construction) – Planning Lifts is designed for individuals who undertake the duties of a Lift Planner or Appointed Person responsible for planning and ensuring the safe execution of lifting operations.
This qualification enables candidates to demonstrate their ability to analyse, calculate, and specify lifting procedures while ensuring compliance with industry regulations and best practices.
Candidates must show competency in developing lift plans, assessing risks, selecting appropriate lifting equipment, and detailing execution methods to ensure all lifting operations are carried out safely and efficiently.
It is suitable for those already working in a lifting planning role who wish to gain formal recognition of their skills and knowledge in controlling and planning lifting operations.
Candidates must be working in a relevant role to gather the required workplace evidence and demonstrate their competence.
To register for this NVQ, candidates must have completed one of the following training courses and hold a valid CPCS or NPORS Red Card:
CPCS A61 Appointed Persons Lifting Operations Course
NPORS N401 Appointed Person Course
Candidates must also have experience working as a Lift Planner or Appointed Person on an actual construction site before enrolling in this qualification.
Crystal&Co will conduct an initial assessment with each candidate to ensure this qualification is appropriate for them before enrollment. This assessment will help identify any gaps and assist in planning the assessment process.
To achieve this qualification, you must demonstrate your competency, knowledge, and understanding by completing each unit. The assessment process is based on work-based evidence and knowledge tasks—there are no exams.
Assessment Methods:
Candidates will be assessed using a combination of the following methods:
Work-Based Evidence Submission – Providing relevant workplace documents to support competency.
Direct Observations – An assessor will observe the candidate performing tasks in the workplace.
Professional Discussions (if needed) – A structured conversation with an assessor to confirm knowledge and competency.
Witness Testimonies – Statements from supervisors or managers verifying the candidate’s skills.
Knowledge-Based Tasks – Answering set questions via an online portal or written submissions.
Assessment Process:
Initial Assessment & Induction – After enrolment, you will undergo an initial assessment to determine your experience and readiness for the qualification. You will also complete an induction that explains the assessment requirements, process, and expectations.
Assessment Plan – An individual assessment plan will be created, outlining the units to be covered and the types of evidence required. The plan helps you track progress and ensures you understand what needs to be completed.
E-Portfolio Access – You will receive login details for our online platform, where you can access your assessment 24/7.
Assessor Support – Each candidate is assigned a dedicated assessor who provides continuous guidance and support. Our assessors are available via telephone, email, or the portal seven days a week.
Duration & Flexibility – The qualification can be completed within one to three months, depending on individual circumstances. Candidates have 12 months of full access and support.
Evidence Requirements:
Assessment is workplace-based, requiring a portfolio of evidence to demonstrate competency. Accepted evidence includes:
Observations – Direct assessments of your work performance.
Witness Testimonies – Statements from supervisors or managers confirming your competency.
Professional Discussions (if needed) – Conversations with your assessor to confirm your knowledge.
Supporting Documents (e.g., Risk Assessments, Method Statements, Daily Briefings, Toolbox Talks, Drawings) – Your assessor will provide you with a guidance document outlining the required evidence.
Evidence collected within the past two years can be submitted, allowing candidates to utilize existing documentation without unnecessary repetition. Your assessor will review your submitted evidence and provide feedback to ensure it meets the required standards.
To achieve this qualification, a total of seven mandatory units must be completed:
Evaluating and Confirming Work Methods in the Workplace
Identifying, Allocating, and Planning the Deployment and Use of Plant, Equipment, or Machinery in the Workplace
Planning and Establishing Safety, Health, Welfare, and Environmental Systems for Lifting Operations in the Workplace
Planning Lifting Activities in the Workplace
Developing and Maintaining Good Occupational Working Relationships in the Workplace
Planning the Preparation of the Site for the Project in the Workplace
Planning Work Activities and Resources to Meet Project Requirements in the Workplace
Please note: we can only award category endorsements that are specified on the back of your red CPCS/NPORS card.
Once all units are completed, your assigned assessor will review your portfolio and provide feedback.
After addressing feedback, your portfolio will be submitted to one of our Internal Quality Assurers (IQAs) for final review.
Upon approval, you will be awarded the Level 5 NVQ Diploma in Controlling Lifting Operations (Construction) - Planning Lifts.
