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Forklift Training: In-house Trainer or Outsourced Consultant?

There are two key methods to train forklift operators at your company and gain OSHA compliance. The first option is to get a manager or senior staff member certified as a forklift trainer. This “train the trainer” approach allows one of your employees to become a certified trainer, enabling you to conduct forklift training in-house, on-demand, whenever needed.

Alternatively, you can hire an external forklift trainer to train your operators. Many companies offer this service, and your local forklift dealer may provide trainer certification programs as well.

The first option is cost-effective if you have numerous forklift operators who need OSHA certification. For smaller companies with lower turnover, hiring an external consultant might be more practical, as the need for frequent training is less.

However, several scenarios may make it worthwhile to establish an in-house forklift trainer:

  • Your company uses multiple brands and models of forklift equipment
  • Your warehouse equipment is specialized, unique, or complex
  • Your operation experiences moderate to high staff turnover

An in-house forklift trainer can respond quickly to training demands. If you hire a new operator, the trainer can get them certified right away, minimizing downtime. This boosts efficiency, cuts costs, and ensures smooth operation in high-volume environments where every minute counts.

Forklift trainer classes are called ‘forklift train the trainer’ programs

Forklift “train the trainer” courses are typically held off-site at the certification provider’s location. You send your candidate to the training facility, where they get certified as a forklift trainer. However, if you have multiple trainers to certify, it might be more cost-effective to bring the training to your premises.

For just one or two trainers, sending them off-site is usually the most affordable option. For larger groups, it’s better to have a training provider come to you.

OSHA’s directives on forklift trainers

The Occupational Safety and Health Administration (OSHA) regulates safety in the workplace, including forklift operations. Surprisingly, OSHA offers minimal guidance on forklift trainers themselves.

According to Regulation 29CFR1910.178(l)(2)(iii):
“All operator training and evaluation shall be conducted by persons who have the knowledge, training, and experience to train powered industrial truck operators and evaluate their competence.”
See the regulation on OSHA’s website.

Additionally, OSHA’s Compliance Directive CPL 2-1.28A states:
“An example of a qualified trainer would be a person who, by possession of a recognized degree, certificate, or professional standing, or who by knowledge, training and experience, has demonstrated the ability to train and evaluate powered industrial truck operators.”

OSHA also issued a letter of interpretation clarifying that forklift trainers must possess the necessary competence and skills to operate forklifts before teaching others. This requirement, of course, makes perfect sense.

Who should you recruit for a forklift train the trainer certification?

When selecting candidates for forklift trainer certification, here are some tips to help you choose the right person:

  1. Look for someone who is genuinely interested in becoming a trainer—don’t force the role on an unwilling employee.
  2. Choose a candidate with strong verbal communication skills and the ability to listen well.
  3. Select someone with a good safety record and experience, who is respected within the company.
  4. Ensure the candidate has strong forklift operating skills.
  5. Pick a person with the confidence to enforce safety rules consistently.
  6. Seek out individuals with good organizational skills who can manage people effectively.
  7. Basic computer skills are a plus, as trainers often use presentation software and need to communicate via email.
  8. If the candidate has prior experience coaching others, they are likely a good fit for the role of a trainer.

Good forklift trainers are critical to workplace safety

Forklift trainers play a crucial role in maintaining a safe working environment. Not only do they train operators, but they also serve as role models and safety enforcers. A respected forklift trainer can motivate your team to prioritize safety and keep a close eye on daily operations to ensure compliance with safety standards.

What to look for in forklift train the trainer programs

Choosing the right forklift training provider is essential. Here are a few tips to help you select a quality training company:

  1. Look for a program with a pass/fail evaluation. You want to ensure your trainers achieve real competency.
  2. A reputable training company should be able to assess whether a candidate is fit to become a trainer.
  3. The program should include at least two days of classroom instruction. Ask about the course length and structure.
  4. Find out if training materials are included in the tuition or if there are additional costs for videos and resources.
  5. According to OSHA, forklift operators must be re-evaluated every three years. Although there’s no such requirement for trainers, check if the company offers refresher courses to keep your trainers up to date.
  6. Ensure the training provider offers ongoing updates on new regulations and training topics.

Keep your forklift trainers current

To maintain high safety standards, it’s essential to keep your forklift trainers up to date with the latest techniques and equipment. Even though there’s no regulation on how often trainers should be re-certified, it’s wise to keep them engaged and ensure their skills remain sharp.

Who should I contact for forklift trainer training?

Many companies offer forklift trainer certification programs. When selecting a provider, look for one that can help you:

  • Establish clear safety and operational standards
  • Certify operators
  • Provide one-on-one coaching
  • Design training plans and materials tailored to your needs
  • Ensure evaluations are valid and reliable
  • Impart real-world operating skills to trainers
  • Stay compliant with governmental forklift safety regulations
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Last modified: September 30, 2024
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