Template

Pre-Task Planning Questionnaire

by Nick Watt, from the Community

10+

This pre-task planning questionnaire helps teams assess site conditions and prepare for work before entering or establishing a site. It covers key details such as document and job numbers, location, and team members, followed by traffic management considerations including qualifications, visibility, live lane work, spotters, and TMP requirements. The safety checklist prompts users to identify hazards, verify safe conditions, coordinate with others, confirm training and equipment readiness, and ensure adequate staffing. A PPE checklist includes reflective clothing, footwear, eye protection, hard hat, sunscreen, wet weather gear, gloves, and long sleeves or pants, with space for other items and a signature.

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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
A2O Pre-Task Briefing Template
This A2O Pre-Task Briefing template supports site supervisors in planning safe work before activities commence. It covers task details, specialist plant and equipment, daily plant inspections, and verification that the correct tools are selected. The form guides teams to identify hazards and define controls to prevent incidents, and it prompts selection of required PPE such as hard hats, safety boots, high visibility clothing, eye and hearing protection, respirators, and harnesses. It also includes site induction confirmation and a team sign off section to ensure all personnel understand responsibilities and permits prior to starting work.
by William Carter, from the Community
Downloads: 0
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Template
MSI Pre-Task Planning Checklist
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.
by Richard O'Rourke, from the Community
Downloads: 10+
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Template
Task Audit Checklist
Use this Task Audit template to evaluate construction site safety and work practices. It guides inspectors through housekeeping and basic PPE checks such as hardhats, safety glasses, gloves, and footwear, as well as high visibility clothing requirements, noise conditions, and hearing protection. It also covers Job Hazard Analysis including posting, review meetings, and sign on, plus working at elevation with detailed A frame and straight ladder inspections, proper setup ratios, securing ladders, and safe use. Capture photos, record concerns, and stop work to correct unsafe conditions.
by James Hunt, from the Community
Downloads: 10+
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Template
Job Briefing Checklist
This job briefing template is designed for electric utility and line work teams to align on scope, location, and safety controls before work begins or when conditions change. Record job type, map or pole location, feeder number, and date. Identify hazards such as electrical contact, falls, traffic, weather, terrain, excavation, and ice, then confirm required controls like traffic management, equipment inspections, switching steps, protective grounding, and truck grounding. Specify required PPE including rubber gloves and sleeves, arc rated clothing, face and head protection, reflective vests, and fall protection. Assign a designated observer, outline key tasks, and document energized work precautions or alternate procedures. Capture crew names and signatures to confirm understanding and accountability.
by Jamie Mannigel, from the Community
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Pre-Task Planning Questionnaire

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A2O Pre-Task Briefing Template

MSI Pre-Task Planning Checklist

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A2O Pre-Task Briefing Template

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