Managing and coordinating plant - refresher


This standard is for the refresher training of candidates attended and completed the Managing and Coordinating Plant course in the last 5 years.

CITB has developed this standard in discussion with industry


Minimum 2 day of 6 learning hours per day


The purpose of this standard is to provide refresher training for candidates who manage and coordinate plant, and who successfully attended the Managing and Coordinating Plant training in the last 5 years.

The scope of this standard covers:

  • considerations when managing plant on site
  • methods used to produce risk assessments
  • selection of plant for specific tasks
  • principles for managing safe working areas on site
  • legislation applicable to plant-based operations.

Occupational relevance

Training delivered against this standard is relevant to the following occupational group(s):

  • supervision
  • management and leadership.

Candidate prerequisites

Candidates must have successfully completed the CITB Health, Safety and Environment Test for Managers and Professionals.

Instruction / supervision

As a minimum, course instructors must be able to demonstrate that, in relation to this standard, they have:

  • a train the trainer or instructional techniques course certificate
  • successfully completed training to this standard 
  • at least 2 years relevant industrial experience
  • a verifiable CV.


Delivery may be in an on or off the job environment.

All materials and equipment must be of a suitable quality and quantity for candidates to achieve learning outcomes, and must comply with relevant legislation.

The class size and candidate/instructor ratio must allow training to be delivered in a safe manner and enable candidates to achieve the learning outcomes.

The following delivery methods may not be used in the delivery of this standard:

  • e-learning

This standard is considered to contain 51% or more theoretical learning.


For the successful completion of training, candidates must complete an end of course practical assessment or knowledge test that measures the learning outcomes and has a pass or fail criteria.

Quality assurance

Quality assurance against this standard will require initial approval of the training organisation and their content mapped to the standard. 

CITB will also conduct an approval intervention, either desk-based or centre visit, to ensure the training organisation can meet the requirements of the Training Standard. 

Approved training organisations (ATOs) will be required to present information on records of training and assessment upon request to CITB for desk-based analysis. They will also be visited annually by the CITB quality assurance team.


Health & Safety Executive (HSE), other relevant codes of practice or industry card scheme criteria recommend that the candidate completes a refresher of his/her training (i.e. to ensure their knowledge and/or skills are up to date) every 5 years.

Approval date

November 2018

Review cycle

Either on request or in 3 years from approval date.

Learning outcomes

By the end of this training, the candidate will be able to demonstrate the following behaviours and/or practise what they have learnt.

Learning outcomesAdditional guiance to support learning outcomes

Explain responsibilities of site/plant managers when managing and coordinating plant

Explain factors for selection of plant for specific tasks Using examples from a range of plant including specialist plant
Describe relevant legislation relating to the management, use and movement of plant
Apply best practice and current guidance to own company policies and procedures for managing and coordinating plant
  • Company procedures and policies
  • Best practice
Explain risk assessment and hazard control Risk - Controlling the risks in the workplace
Produce a detailed risk assessment  

Additional information about this standard