CSCS Counterbalance Forklift study materials
CSCS Counterbalance Forklift study resources

CSCS Counterbalance Forklift study plan

CSCS Counterbalance Forklift · Give each week a clear focus.

8 weeks · About 7 hours per week

Week 1

Load Handling: Load Centre, Rated Capacity, Stacking and De-stacking & Truck Familiarisation, Controls and Stability Principles

  • Define load centre and calculate how moving the centre of gravity forward reduces rated capacity at 500 mm, 600 mm and 700 mm load centres.

  • Explain the stability triangle and name the three tipping lines of a counterbalance truck (longitudinal, lateral and the combined effect of both).

  • Decode a rated capacity plate line by line: model, mast type, attachment fitted, load centre, lift height and capacity at each height.

  • Sketch side and end views of a counterbalance truck with the combined centre of gravity marked, and annotate what shifts it.

Your checkpoint

A one-page capacity-plate decoder plus 10 worked load-centre derating calculations, all correct.

Week 2

Load Handling: Load Centre, Rated Capacity, Stacking and De-stacking & Truck Familiarisation, Controls and Stability Principles

  • Calculate remaining capacity when an attachment such as a side-shift or clamp is fitted, and state why the plate value changes.

  • Sequence the steps of a safe de-stack and re-stack at racking level, naming the check performed at each step.

  • Explain how forward tilt, load height and mast extension each alter the combined centre of gravity.

  • List the three most common causes of tip-over on a counterbalance and match each to a specific control.

  • Solve 15 mixed numerical load-handling problems including derating and centre-of-gravity shifts.

Your checkpoint

Score at least 80% on a 25-question Domain 4 quiz, with every wrong answer corrected in writing.

Week 3

Truck Familiarisation, Controls and Stability Principles & Health, Safety and Legal Responsibilities

  • Name and explain the function of each control on a counterbalance truck: mast, tilt, side-shift, hydraulic levers, parking brake, horn.

  • Describe how to functionally test the mast, tilt and steering before moving off.

  • List the employer and operator duties under PUWER, LOLER and the HSE-approved code of practice for rider-operated lift trucks.

  • Explain what 'competent', 'authorised' and 'refresher training' mean in practice, and which circumstances trigger re-training.

  • Identify the reporting chain and paperwork for an unsafe truck or a near miss.

Your checkpoint

A labelled control diagram plus a one-page summary of legal duties and trigger events for re-training.

Week 4

Health, Safety and Legal Responsibilities & Pre-Use Inspection and Daily Checks

  • List the elements of a pre-use inspection: tyres, forks, chains, mast, hydraulics, brakes, horn, lights, seat, restraints, fluids, data plate.

  • Explain the difference between a pre-use check, a planned preventive maintenance service and a thorough examination under LOLER.

  • Describe the actions to take when a defect is found: tag out, report, remove from service, record.

  • Draft a daily checklist with explicit pass/fail criteria for 20 items.

  • Explain record-keeping requirements for inspections and how long records are retained.

Your checkpoint

A completed 20-item pre-use checklist with pass/fail criteria and a simulated sign-off.

Week 5

Pre-Use Inspection and Daily Checks & Operating Procedures, Manoeuvring and Site/Pedestrian Safety

  • Walk through the correct start-up, travel and shutdown sequence and explain the blind-spot checks at each stage.

  • Apply the pedestrian safety hierarchy: segregation, exclusion zones, mirrors, horns, speed limits, high-visibility clothing.

  • Describe safe procedures for reversing, turning on a ramp and travelling with a raised load.

  • Explain the correct approach to a blind corner, a doorway and a busy loading bay.

  • Identify site rules that must be observed: speed limits, one-way systems, authorised routes and designated parking.

Your checkpoint

A written route plan for a simulated warehouse journey with 10 hazard call-outs and a mitigation for each.

Week 6

Operating Procedures, Manoeuvring and Site/Pedestrian Safety & Fuelling, Battery Recharging and End-of-Shift Procedures

  • Compare fuelling and recharging procedures for diesel, LPG and lead-acid battery trucks, stating the PPE and ventilation requirements for each.

  • Explain the hydrogen-gas risk during battery charging and its controls: ventilation, no smoking, eyewash, acid spill kit.

  • List the steps for a safe battery change using a roller stand or overhead hoist.

  • Describe end-of-shift procedure: park, forks down, mast tilted forward, park brake, key removal, isolation, charging, handover.

  • Explain LPG cylinder change precautions and how to leak-check a connection.

Your checkpoint

A hazards-and-controls table covering all three power types, plus at least 80% on a 15-question Domain 6 quiz.

Week 7

Health, Safety and Legal Responsibilities & Load Handling: Load Centre, Rated Capacity, Stacking and De-stacking & Operating Procedures, Manoeuvring and Site/Pedestrian Safety

  • Retake the week 4 mock and identify the two weakest domains from its score breakdown.

  • Re-derive the capacity calculation method on 10 questions under a 90-second-per-question limit.

  • Recite from memory the pre-use inspection sequence and the end-of-shift shutdown sequence.

  • Explain five common distractors used in load-handling questions and why each one is wrong.

Your checkpoint

A personal error log recording every missed question to date, grouped by domain, each with the corrected rule.

Week 8

Health, Safety and Legal Responsibilities & Pre-Use Inspection and Daily Checks & Truck Familiarisation, Controls and Stability Principles & Load Handling: Load Centre, Rated Capacity, Stacking and De-stacking & Operating Procedures, Manoeuvring and Site/Pedestrian Safety & Fuelling, Battery Recharging and End-of-Shift Procedures

  • Complete two full-length timed mocks of 50 questions in 60 minutes under exam conditions.

  • Close out every remaining entry in the error log with a one-sentence rule.

  • Rehearse the exam-day checklist: ID, booking confirmation, site induction requirements and timing.

  • Recite the safety-critical facts cold: stability triangle, load-centre derating, pre-use sequence and shutdown sequence.

Your checkpoint

Two timed mock scores of at least 85% with a fully closed-out error log.

Milestones

Week 2: Score at least 80% on the 25-question Domain 4 quiz and show 15 worked load-handling calculations.

Week 4: Score at least 80% on a 40-question mixed mock covering Domains 1, 2, 3 and 4, with every error logged and corrected.

Week 6: Complete the fuel/battery hazards-and-controls table and score at least 80% on the 15-question Domain 6 quiz.

Week 8: Score at least 85% on two separate full-length timed mocks and show an error log with no open entries.