Template

Job Initiation Meeting and Site Walk Checklist

by Greg Smith, from the Community

30+

This Job Initiation Meeting and site walk checklist helps project teams kick off construction and low voltage integration work with clarity. Capture client and project details, confirm scope, responsibilities, and paperwork, and plan submittals and schedules. Review required drawings, peer review status, and any long lead items. Record job site conditions such as PPE, access, parking, security, room construction, ceiling and wall types, furniture, floor boxes, and cable paths. Identify risks and mitigation, define tools, lifts, ladders, and materials needed, and document action items to ensure a safe, coordinated start.

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With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Pre-Work Planning and Coordination Meeting Checklist
Use this comprehensive Pre-Work Planning and Coordination Meeting Checklist to prepare construction teams before work starts. Capture site information and project details, record attendees and roles, verify submittals and material availability, and confirm proper material storage. Walk through specifications and agreed procedures, confirm preliminary work and required permits, and outline testing requirements and approvals. Review the site safety plan, document meeting comments and worksheets, and complete sign off by QC, QA or QC manager, and the owner representative.
by Ryan Hacke, from the Community
Downloads: 0
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Template
Site Survey Checklist
Use this site survey checklist to plan and document pre installation details for construction and fit out projects. Record project contacts and stakeholders, room type and dimensions, ceiling, wall and floor construction, and cable pathways. Verify electrical responsibilities, available power, and conduit sizes. Capture environmental factors including noise, lighting and temperature. Identify obstructions like ducting, sprinklers, fixtures and signage, and confirm projector and screen clearances. Note site access, PPE, security, parking, delivery points and equipment needed. Add sketches and photos, customize fields, assign actions and export a professional report.
by Ciaran Mehlhorn, from the Community
Downloads: 0
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Template
DBC Pre Job Walk Checklist
This pre job walk checklist helps construction and remodeling teams prepare before work begins at a client's home. Use it to review the job binder, project scope and schedule, introduce the crew, and verify client contact details. Capture security and access information such as alarms, door or gate codes, keys, and preferred entry points. Plan daily operations including parking, foot traffic paths, surface protection, bathroom access, material storage, dumpsters, cleanup areas, and site signage. Gather site data on electrical panels, water shut-offs, attic access, framing direction, structural walls, and potential engineering needs. Record floor conditions and any existing damage, note casing, baseboard, or molding replacements, and document concerns with photos. Conclude with a client review, align on next steps, explain change order and sign-off processes, and confirm timelines and final payments.
by Justin Rapp, from the Community
Downloads: 10+
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Template
Tier 1 Group Job START Form
Streamline job initiation and safety briefings with this Job START form. It guides crews to stop, think, assess, review, and talk before work. Document emergency plans, inductions, SWMS selections, site-specific hazards, risks and controls, required PPE, traffic management, and team sign-ons. Use it to capture plant and equipment, verify permits, and confirm controls are in place to meet site and legislative requirements.
by Andrew Richbell, from the Community
Downloads: 20+
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Job Initiation Meeting and Site Walk Checklist

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Pre-Work Planning and Coordination Meeting Checklist

Site Survey Checklist

DBC Pre Job Walk Checklist

Tier 1 Group Job START Form

You might also like

Pre-Work Planning and Coordination Meeting Checklist

Site Survey Checklist

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Tier 1 Group Job START Form