Template

SAIF Pre-Task Plan Template

by Michael Hill, from the Community

Use this SAIF pre-task plan template to plan work before starting a job. Record job details, crew, and task steps; assess hazards for hand and power tools, flying debris and silica dust, manual handling, ladders, hazardous chemicals, heavy equipment, work at heights, and hazardous energy. Document required PPE, SDS review, GFCI checks, fall protection, and lockout and tagout procedures. Assign controls, note permits, and capture supervisor and team sign-offs to ensure a safe, compliant start to work.

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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
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
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
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
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Template
Daily Safety and Pre Task Plan
This daily safety and pre task plan template helps crews plan work, capture weather and site conditions, set production goals, and identify key hazards with matching controls before starting. It includes prompts for tasks, goals, hazards, and preventative measures, plus a pre job checklist covering PPE, traffic control, unloading procedures, utilities locating, trench and excavation checks, equipment walk around inspections, housekeeping, mix design details, night work procedures, fall protection, lockout tagout, pinch point hazards, and erosion control. A final acknowledgment records that workers participated in the pre task meeting and are fit for duty.
by Tyler Myrom, from the Community
Downloads: 30+
Get

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

10+

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

10+

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

Get

Template

Daily Safety and Pre Task Plan

This daily safety and pre task plan template helps crews plan work, capture weather and site conditions, set production goals, and identify key hazards with matching controls before starting. It includes prompts for tasks, goals, hazards, and preventative measures, plus a pre job checklist covering PPE, traffic control, unloading procedures, utilities locating, trench and excavation checks, equipment walk around inspections, housekeeping, mix design details, night work procedures, fall protection, lockout tagout, pinch point hazards, and erosion control. A final acknowledgment records that workers participated in the pre task meeting and are fit for duty.

by Tyler Myrom, from the Community

30+

Get

SAIF Pre-Task Plan Template

About author

You might also like

Pre-Task Plan (PTP) Template

Industrial Insulation Pre-Task Safety Plan

NII Pre-Task Plan for Safety

Daily Safety and Pre Task Plan

You might also like

Pre-Task Plan (PTP) Template

Industrial Insulation Pre-Task Safety Plan

NII Pre-Task Plan for Safety

Daily Safety and Pre Task Plan