Craftsman Forklift Operator study materials
Craftsman Forklift Operator study resources

Craftsman Forklift Operator study plan

Craftsman Forklift Operator · Give each week a clear focus.

8 weeks · About 6 hours per week

Week 1

Safety Regulations, Standards, and Operator Responsibilities & Load Handling, Stability, and Capacity

  • Define the operator's legal duties and the employer's training and evaluation obligations in your jurisdiction, and list five consequences of operating without authorization.

  • Identify the stability triangle, center of gravity, and combined center of gravity, and explain in writing why each matters when lifting a load.

  • Calculate load moment for three sample loads and determine whether each falls inside or outside the rated capacity shown on a sample data plate.

  • Memorize the capacity, load center, and vertical mast restrictions printed on a data plate, and recite them without notes.

  • Build a one-page glossary of at least 20 safety and capacity terms you will use all exam long.

Your checkpoint

A written capacity worksheet showing load-moment calculations for five scenarios, each marked safe or unsafe with a one-sentence justification.

Week 2

Forklift Types, Components, and Pre-Operation Inspection & Safety Regulations, Standards, and Operator Responsibilities

  • Label the major assemblies of a counterbalanced forklift (mast, carriage, forks, overhead guard, counterweight, hydraulic system) on a hand-drawn diagram.

  • Distinguish at least six forklift classes and match each to a typical workplace use.

  • Write a 15-item pre-operation inspection checklist covering tires, forks, chains, mast, hydraulics, brakes, horn, lights, seat belt, and data plate.

  • Demonstrate the inspection sequence aloud in under 10 minutes, verbalizing what a pass and a fail look like for each item.

  • Explain the purpose of the overhead guard and load backrest in terms of operator protection and load retention.

Your checkpoint

A completed 15-item pre-operation inspection checklist with pass/fail criteria written for each item and a note on what to do when an item fails.

Week 3

Load Handling, Stability, and Capacity & Operating Procedures and Maneuvering in the Workplace

  • Apply the stability pyramid to four lifting, lowering, tilting, and traveling situations, and state which axis is threatened in each.

  • Practice the four-point pickup and set-down sequence (approach, square up, lift, tilt back, lower, tilt forward, withdraw) and describe each step in writing.

  • Explain why traveling with a raised load, a forward-tilted load, or a side-shifted load reduces stability.

  • Describe the safe procedure for traveling on ramps and inclines, including load orientation and direction of travel.

  • Solve five practice problems converting load center distances and derating capacity for attachments.

Your checkpoint

A narrated step-by-step procedure card for picking up, transporting, and setting down a load, cross-referenced to the stability principles it protects.

Week 4

Operating Procedures and Maneuvering in the Workplace & Pedestrian Safety, Traffic Management, and Site Awareness

  • Describe the correct travel posture, fork height, and speed for open floor, aisle, dock, and ramp conditions.

  • Explain the mechanics and hazards of a tip-over and the correct operator response, including seat belt use and bracing.

  • List the blind spots of a counterbalanced forklift and describe how to compensate for each before moving.

  • Draft a pedestrian interaction protocol covering eye contact, horn use at intersections, right of way, and exclusion zones.

  • Identify five traffic-management controls (marked walkways, mirrors, stop signs, barriers, speed limits) and explain what each prevents.

Your checkpoint

A one-page site traffic and pedestrian safety brief that names at least eight controls and the specific hazard each one mitigates.

Week 5

Pedestrian Safety, Traffic Management, and Site Awareness & Hazard Identification, Incident Response, and Accident Prevention

  • Perform a job hazard analysis on a described warehouse layout, listing at least 10 hazards with a control for each.

  • Rank hazards by likelihood and severity and justify the ranking in two sentences per hazard.

  • Outline the immediate response to a tip-over, a struck pedestrian, a dropped load, and a hydraulic failure.

  • Explain reporting obligations after an incident, including what to document and who to notify.

  • Describe the conditions that require stopping work immediately and how to communicate a stop-work decision.

Your checkpoint

A completed job hazard analysis for a sample warehouse with 10 hazards, ranked risks, and a control for each.

Week 6

Maintenance, Refueling/Recharging, and Equipment Care & Forklift Types, Components, and Pre-Operation Inspection

  • Distinguish the daily operator check from scheduled maintenance and state which tasks the operator must never attempt.

  • Describe safe refueling of LP gas and diesel units and safe battery changing and charging for electric units, including PPE and ventilation requirements.

  • Explain the hazards of hydrogen gas during charging and of LP gas leaks, and state the response to each.

  • List the fluid, tire, chain, and brake checks an operator performs and the warning signs that require taking a unit out of service.

  • Write a handover note that flags a defect found at end of shift.

Your checkpoint

A written end-of-shift handover report for a forklift with two identified defects, including the out-of-service decision and the maintenance request.

Week 7

Practical Operating Skills Assessment & Load Handling, Stability, and Capacity

  • Rehearse the full practical sequence (inspection, mount, start, pick up, travel, maneuver, set down, park) and self-score against a checklist.

  • Practice precision maneuvers: 90-degree turns, aisle entry, docking, and stacking at height, describing the sight lines and reference points used.

  • Re-solve 10 mixed capacity and stability problems under time pressure to build exam speed.

  • Review every missed practice question from weeks 1 through 6 and write a corrected explanation for each.

  • Explain correct parking and shutdown procedure, including fork position, mast tilt, brake set, and key removal.

Your checkpoint

A self-scored practical skills checklist covering 20 steps, with a written correction for every step scored below proficient.

Week 8

Safety Regulations, Standards, and Operator Responsibilities & Operating Procedures and Maneuvering in the Workplace & Hazard Identification, Incident Response, and Accident Prevention

  • Take two full-length timed practice exams and record the score by domain.

  • Re-study the two weakest domains using your own notes and glossary, not new material.

  • Recite the pre-operation inspection checklist, the parking procedure, and the tip-over response from memory.

  • Build a one-page final review sheet of the 25 facts you are most likely to forget.

  • Confirm practical assessment logistics, required PPE, and site rules before test day.

Your checkpoint

Two timed practice exam score reports by domain plus a one-page final review sheet of 25 key facts.

Milestones

Week 2: Recite the 15-item pre-operation inspection checklist from memory with pass/fail criteria and score at least 13 of 15.

Week 4: Score at least 80% on a self-made 20-question quiz covering safety regulations, components, capacity, and maneuvering.

Week 6: Complete a job hazard analysis and an end-of-shift handover report that a supervisor would accept without correction.

Week 8: Score at least 85% on two timed full-length practice exams and show improvement in the two weakest domains.