Counterbalance Forklift Truck Training

Course Title:

Lift Truck Basic Conversion Operator Course

Course objectives:

To teach the basic skill requirements and associated job safety knowledge to operators converting from another lift truck type or group to another

Who should attend this course:

Delegates who hold basic skills certification who wish to operate another lift truck type or group

Course duration:

This course is typically between 1 and 2 days dependent on the number of trainees attending the course and the machine type they are converting from and too. The most common conversion courses are counterbalance to reach truck which typically takes up to two days or reach to counterbalance typically 1 day. ITSSAR accredited courses for lift trucks are strictly a maximum of 3 delegates to one instructor on one machine to ensure the training meets the Approved Code of Practice L117.

Machine types novice training is delivered on include:

Counter balance, reach, side loaders, multi directional (e.g. combi lifts), telescopic handlers, narrow aisle, articulated pivot steer (e.g. bendi), rough terrain


Successful delegates will receive a Novice certificate of basic skill and ability endorsed by ITSSAR with their registration number to the Trained Operator Passport Scheme (TOPS)

Training Material:

Delegates will receive relevant course handouts to support theoretical knowledge gained


At customers premises or at our centre (reach and counterbalance only in centre)

Counterbalance Conversion
Moffett Mounty


  1. The need to train & statutory requirements
  2. The engineering principles of the relevant machine
  3. Rated Capacities
  4. Stability and instability
  5. Re-fuelling
  6. Operator Safety Code specific to the machine type
  7. Suitable safety films
  8. Multi choice theory test specific to the machine type

Practical Skill Instruction

  1. Introduction to the machine
  2. Control familiarisation
  3. Daily checks/refuelling procedures
  4. Battery charging & simple battery maintenance
  5. Basic and Advanced driving and steering procedures, (with a load & without)
  6. Additional hydraulic control use (where relevant to operation)
  7. Load weight assessment / load handling
  8. Stacking / de-stacking procedures
  9. Bulk stacking / de-stacking
  10. Stacking / de-stacking cup post pallets (where relevant to operation)
  11. Handling awkward loads & vehicle loading / unloading (where relevant to operation)
  12. Pre-use check test
  13. Practical skill test

Counterbalance Forklift Training Courses

Telephone: 01594 563 820
CRS Training Services

Member AITT
Driver CPC

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