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How do you choose an internal person to be your forklift trainer?

WorkSafe says that “Trainers and supervisors of workers should be competent. They can be in-house or from external organisations.” This gives you a lot of flexibility to ensure that your forklift operators are getting the best training. Sometimes you will want to use an external trainer, especially if you have a brand new operator or a brand new piece of equipment. Other times, an internal forklift trainer will deliver superior results because they know your operating procedures, your equipment and your employees.

What attributes and traits should you look for in a person who will be your in-house forklift trainer?

  • A forklift trainer should be able to communicate with people of different language skills and backgrounds

    They are universally respected as an excellent forklift operator – they should have a good level of experience lifting a variety of different types of loads with an excellent record when it comes to health and safety; they must be safety-focussed

  • They express a desire to help others – often, this person will be the person that others go to anyway, and they are probably a supervisor or have been a supervisor
  • They are a person who is not going to be bullied or dominated by others – you don’t want persuasive employees convincing a trainer they are OK when they are not; the trainer must have a mind of their own
  • They are a good communicator and manager – they are able to use clear English at a level that’s appropriate for the forklift operators (bear in mind many will have English as a second language or will have poor English literacy and language skills)
  • They are someone who is physically fit
  • They are someone who has the ability to keep computer records of training
  • They are willing to learn additional skills for training and instruction to improve the level of training they give.
  • They are able to generate training materials that are free of mistakes
  • They are willing to read the Approved Code of Practice and also to keep up-t0-date with their own forklift operating skills.

Experienced forklift operators may already be at this level, but if not, to get the trainer to this level, you could put them through a formal training course to become a forklift assessor, you could engage a forklift assessor to give them additional ad hoc training or you could have them complete Unit Standard 4098.

The advantages of an internal forklift trainer

  • Your forklift operators don’t need to travel anywhere, saving money on travel costs and time away from work
  • The trainer will also have another job function, making it more cost-effective
  • Training can be more easily scheduled around when the operators have time, or there is a pressing requirement to conduct training immediately (e.g. an accident has occurred or the trainer sees a forklift operator that needs to be taught the correct way to operate the forklift)
  • Training can be customised to accurately reflect the scenarios, equipment and loads that an operator will experience. For example, in external training, operators will be assessed lifting pallets on forks (or similar) but if you only ever lift rolls of carpet with a specialised attachment, practising with pallets and forks is not as relevant
  • The company owns the training process and there’s a good level of transparency around what is being taught
  • Operators are accountable to the trainer and the standards imposed by the company, rather than relying on an external trainer to know what these are.
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Darren is a member of the Institute of Advanced Motorists and the NZ Motoring Writers' Guild

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