Template

Pre-Task Assessment Checklist

by Russell Rodgers, from the Community

Use this pre-task assessment to verify scope of work details, confirm PPE requirements, and flag potential hazards before starting preventive maintenance or work orders. Checklist items include arc flash and fall protection needs, heat stress, overhead work, sharp edges, slips, chemical inhalation, energized equipment, spills and leaks, burns, insects, weather, and hot work permits. General safety checks cover eyewash availability, tool inspections, barricades and signage, lockout tagout, fire extinguishers, GFCI outlets, ladder tags, and confined space considerations. Capture dates, vendor and work order numbers, and signatures to document readiness.

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Confirm accountability and compliance with a digital log

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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 Risk Assessment Checklist
Use this pre task risk assessment to identify hazards, evaluate likelihood and severity, and apply controls before work starts. The checklist covers sharp edges, falls, electrical and stored energy, overhead loads, slips and trips, hot work and fire watch, pinch points, confined space entry, eye protection, manual handling and ergonomics, environmental conditions, noise and tool safety. Record selected controls, note permits, and capture worker signatures to verify the assessment.
by Nicole Platt, 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
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
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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Pre-Task Assessment Checklist

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Pre Task Risk Assessment Checklist

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Pre Task Risk Assessment Checklist

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