Template

MSI Pre-Task Planning Checklist

by Richard O'Rourke, from the Community

10+

This MSI Pre-Task Planning Checklist helps teams plan jobs safely before work begins. It guides workers to define the task, verify required PPE, and review site conditions such as access, illumination, weather, and emergency readiness. It prompts checks for permits, fall hazards, confined spaces, and pedestrian control. Tools and equipment are reviewed, including lifts, cranes, ladders, and material handling gear, with attention to electrical safety and lockout tagout where applicable. The checklist also captures technician comments and signatures to confirm understanding and readiness, making it ideal for construction, maintenance, and field service operations.

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

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
Construction Pre-Task and Safety Inspection Checklist
This template supports daily safety and pre-task planning for construction jobsites. It guides supervisors and crews through huddles, emergency planning, and new-employee orientation. It covers machinery checks, traffic control, trench safety, cranes and rigging, power and hand tools, PPE, lifts and ladders, guardrails, fall protection, erosion control, and cell phone policies. It also includes lockout/tagout, equipment guarding, fire safety, and confined space checks, plus documentation and signatures for accountability.
by Tyler Myrom, from the Community
Downloads: 10+
Get
Template
PSU OPP Safety Pre-Task Planning Guide
This pre-task planning guide helps teams document safety requirements before beginning any work order. It prompts crews to identify job hazards, define controls, and review plans with affected employees. Sections cover tunnel entry notifications, access and egress, housekeeping, illumination, barricades, weather, fire protection, tool and equipment inspections, material storage, fall protection, and required PPE. It also captures equipment and lift details, required employee training and certifications such as NFPA 70E, aerial lift, crane, excavation, and scaffold, plus necessary permits and forms including confined space and hot work. Designed for construction and facilities maintenance tasks.
by Elizabeth Fisher, from the Community
Downloads: 20+
Get
Template
NII Pre-Task Plan for Safety
This NII Pre-Task Plan for Safety is a job site checklist used by supervisors to plan safe work for a single shift. It captures job details, location, date, and supervisor, and guides teams through energy control procedures, work descriptions, and task safety checks. Sections cover PPE verification, lockout/tagout, hot work, confined space, excavation, housekeeping, tools and equipment inspections, cranes and rigging, ladders and scaffolds, fall protection, danger zone identification and controls, and gas monitoring. It also includes permit verification, emergency routes and assembly areas, and a post-task inspection checklist to secure equipment, close permits, restore guarding, and notify operations. Emergency contact placeholders are provided for local site numbers.
by Alanna Soukkala, from the Community
Downloads: 0
Get
Template
Industrial Insulation Pre-Task Safety Plan
This Industrial Insulation Pre-Task Safety Plan helps crews plan safer work before each shift. Capture job and location details, define the scope, and run through a task safety checklist covering PPE, energized equipment and lockout verification, fire protection, tools and ladder inspections, required permits such as excavation, confined space and hot work, housekeeping, material handling and equipment checks, and fall protection. Identify danger zones and select appropriate controls including barricades, signage, guarding, and gas monitoring. Record emergency contacts and complete post-task checks to verify guarding replacement, permit closure, and equipment security. Designed for supervisor completion and valid for one shift only, with crew sign-off.
by Alanna Soukkala, from the Community
Downloads: 10+
Get

MSI Pre-Task Planning Checklist

About author

You might also like

Construction Pre-Task and Safety Inspection Checklist

PSU OPP Safety Pre-Task Planning Guide

NII Pre-Task Plan for Safety

Industrial Insulation Pre-Task Safety Plan

You might also like

Construction Pre-Task and Safety Inspection Checklist

PSU OPP Safety Pre-Task Planning Guide

NII Pre-Task Plan for Safety

Industrial Insulation Pre-Task Safety Plan