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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

See the sheetAll free tools

How to use it

Three habits that make it worth filling out.

  1. Step 1

    Plan it with the crew

    Walk the work area together. The person doing the step usually knows the hazard best.

  2. Step 2

    Pick a name for each control

    Put one person on each control. A control that belongs to everyone belongs to nobody.

  3. 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.

Book a walkthroughSee how digital forms and logs work

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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.

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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.

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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.