Template

NII Pre-Task Plan for Safety

by Alanna Soukkala, from the Community

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.

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Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

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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
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+
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Template
Pre-Task Plan (PTP) Template
A bilingual pre task plan template to plan work safely before starting the job. It guides crews to document preparer, date, company, location, weather, and task details, check permits such as hot work and confined space, and review hazards including falls, struck by, caught in or between, electrical, manual handling, sharp edges, chemicals, and environmental risks. It covers excavation, equipment and tool checks, work area controls, and required PPE. It includes hot work and welding precautions, step by step task breakdown, hazard controls, and an employee sign in.
by J.T. Craig, from the Community
Downloads: 10+
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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+
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Template
Pre-Task Plan Checklist for Electrical Construction
This AEU Pre-Task Plan template helps crews plan safe, efficient work before starting a job. It guides teams to log project details, sign in, analyze job steps, identify hazards, and record mitigations. The checklist prompts MSDS review, PPE readiness, tool guards, confined space and rescue procedures, rigging inspections, power line checks, emergency contacts, communication, water availability, and fall protection needs. A post-task section captures incidents and reporting to safety. Ideal for electrical and general construction operations focused on zero injuries and minimal disruption.
by samantha curlee, from the Community
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NII Pre-Task Plan for Safety

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