Template

Task Assessment and Toolbox Talk Template

by Kevin Tait, from the Community

20+

This Task Assessment and Toolbox Talk template helps teams plan safe work by identifying hazards, assessing associated risks, and implementing effective control measures. The form guides users through listing affected personnel, documenting workplace conditions, and selecting controls such as lockout, guarding, PPE, ventilation, and safe lifting techniques. It also covers high-risk activities including work at height, confined spaces, hot works, lifting operations, and vehicle movements. The template prompts for PPE and RPE requirements, communication and supervision details, and signatures from participants to confirm the briefing. Ideal for construction, maintenance, and industrial worksites seeking consistent safety talks and task-based risk assessments.

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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
Work Permit and Task Safety Assessment
Use this comprehensive work permit and task safety assessment template to plan and authorize contractor activities before work begins. It guides pre-work briefings, site protocols, and verification of method statements and risk assessments. Check PPE, tooling and equipment, signage, lifting, and manual handling readiness. Cover specialist hazards including hot work, confined spaces, working at height, and electrical isolation, with clear controls and permits. Include environmental checks for waste, noise, and spill response, plus site access, progress updates, and end-of-day tidy inspections. Capture signatures for permission to start and completion records.
by Andy Pryer, from the Community
Downloads: 10+
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Template
Toolbox Meeting Template
Use this toolbox meeting template to run and document safety talks on site. Capture job details, safe observations, and task analysis for high risk work. Assign actions with owners and track completion, record date and time, and collect attendee acknowledgments covering PPE, SWMS, hazard identification, risk assessment, and stop work authority. Ideal for construction pre starts and daily toolbox meetings, this form helps standardize safety communication and improve compliance across crews and locations.
by Jared Langford, from the Community
Downloads: 20+
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Template
Task Risk Assessment Template
Use this Task Risk Assessment template to assess hazards and control measures before starting work. It guides teams through PPE requirements and common high-risk activities including arrival on site, chemical handling, manual and power tools, working in and around sewers and excavations, operating excavators, unloading equipment, manual handling, ladder use, working near traffic, working at heights, scaffolding, and hot work. Capture initial and residual risk ratings, assign controls, and document personnel and signatures to meet construction site safety requirements and SWMS needs.
by Graeme McMillan, from the Community
Downloads: 20+
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Template
Pre-Task Risk Assessment (PTRA) Template
This Pre-Task Risk Assessment (PTRA) template helps teams evaluate job risks and verify controls before work begins. It guides users to review procedures and permits, check worker competence and PPE, confirm isolation and lockout, and inspect tools and the work area. The checklist prompts hazard identification across key categories such as process safety, transportation, occupational health, high‑risk machinery, working at heights, electricity, confined spaces, structural integrity, fire ignition sources, security, product quality, liquid bodies, and explosives. It also reinforces safe behaviors including housekeeping, manual handling, line‑of‑fire awareness, and journey management. Use this template to capture deviations, assign corrective actions, and document whether the task can proceed safely.
by Murray Taylor, from the Community
Downloads: 0
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Task Assessment and Toolbox Talk Template

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Work Permit and Task Safety Assessment

Toolbox Meeting Template

Task Risk Assessment Template

Pre-Task Risk Assessment (PTRA) Template

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Work Permit and Task Safety Assessment

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