Pre-task plan
Date
Job or project
Location
Crew lead
Permits needed
PPE required
A starting point. Adapt it to your equipment, your procedures and the rules that apply to you.Free template from portalbaseai.com
Free template
A pre-task plan the crew walks through before the work.
Name the task, the steps, the hazard at each step and who handles the control. Everyone on the crew reads it and signs. Print the sheet or save it as a PDF.
Also calledPre-task planning form, PTP form, Task planning sheet, Pre-job plan
Free to print, copy and change. It’s a starting point. Add the lines your equipment and your rules need.
How to use it
Three habits that make it worth filling out.
Step 1
Plan it with the crew
Walk the work area together. The person doing the step usually knows the hazard best.
Step 2
Pick a name for each control
Put one person on each control. A control that belongs to everyone belongs to nobody.
Step 3
Set the stop points up front
Agree on what stops the job, like a change in the work or a person in the swing zone. Then nobody has to argue it mid-task.
Do this on a phone instead of paper.
Fill out the pre-task plan on a phone, with every crew member signing on the screen. It works with no signal and the record is kept for you.
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Common questions
- What is a pre-task plan?
- A short plan the crew reviews before starting a task. It lists the steps, the hazards and the controls. It's closely related to a JSA or JHA, and some sites use the names interchangeably.
- How is a pre-task plan different from a JSA?
- Mostly in size and timing. A pre-task plan is often a one-page daily review of the task at hand. A JSA is often a fuller analysis of a job. Your company procedure decides which you need.
- When do we redo the plan?
- When the task, the crew, the area or the conditions change. A plan for the morning's work doesn't cover the afternoon's if the work changed.
Related and more free tools
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Job safety analysis template
Break a job into steps, name the hazards, and set the controls
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Pre-job safety meeting form
Cover the job, the hazards and the plan with the whole crew
Guide
Write a JSA
How to write a JSA: break the job into steps, name the hazard at each one, set controls, assign owners and review it with the crew before work starts.
Glossary
Pre-task plan
A pre-task plan is a short written check a crew does before a job starts, covering the task, the hazards, the controls and who does what.
Glossary
Job safety analysis
A job safety analysis breaks a task into steps, names the hazard in each step, and sets the control for it before the work starts.
Glossary
Stop work authority
Stop work authority is the right and duty of every worker to stop a job they believe is unsafe, with no penalty for doing it.