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    Pre-Task Plan (PTP)

    Improve safety and efficiency on your job sites with a Pre-Task Plan. Identify hazards, assign responsibilities, and prepare your team before work begins.

    Download 7 Safety Templates

    Why Use a Pre-Task Plan?

    Icon of a slip and fall with an

    Prevent Accidents

    Identify and address hazards before they cause injuries or delays.

    Icon of two people talking with chat bubbles to represent

    Enhance Communication

    Keep the crew aligned on safety expectations and responsibilities.

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    Boost Efficiency

    Streamline work by planning and addressing risks ahead of time.

    Watch: How to Complete a Pre-Task Plan (PTP) & Improve Jobsite Safety

    In this video, you'll learn:

    • How a PTP connects to the JHA and ensures task-specific safety planning

    • Key details to include, from hazards and site conditions to work methods and mitigation strategies

    • Best practices for documenting changes, assigning responsibilities, and ensuring compliance

    Download the free Pre-Task Plan template and improve jobsite safety today.

    Download 7 Safety Templates

    FAQs: Pre-Task Plan (PTP)

    What is a Pre-Task Plan?

     

    A Pre-Task Plan (PTP) is a document used to outline the work planned for the day, identify potential hazards, and detail steps to mitigate risks. It ensures everyone on the crew understands their roles and safety responsibilities before work begins.

     

    Why is a Pre-Task Plan Important?

     

    A Pre-Task Plan (PTP) improves safety, reduces accidents, and enhances communication among team members. By proactively identifying hazards, it helps avoid costly delays and ensures compliance with safety standards.

     

    What Should Be Included in a Pre-Task Plan?

     

    A pre-task plan (PTP) typically includes:

     

    • Scope of Work: Description of the day’s tasks.

    • Identified Hazards: Potential risks associated with the tasks.

    • Control Measures: Steps to mitigate those risks.

    • Team Roles: Who is responsible for specific tasks and safety measures.

    • Emergency Plan: Actions to take in case of an incident.

    Who Creates the Pre-Task Plan?

     

    A Pre-Task Plan (PTP) is usually created by the foreman, site supervisor, or safety manager. However, involving the entire crew in the process ensures better understanding and buy-in from everyone on-site.

     

    How Often Should a Pre-Task Plan Be Completed?

     

    Pre-Task Plans (PTPs) should be completed daily or pre-shift before work begins or whenever tasks, conditions, or personnel change. They are most effective when treated as a dynamic document updated as needed throughout the day.

     

    How Does a Pre-Task Plan Differ from a Job Hazard Analysis (JHA)?

     

    While both focus on safety, a JHA is an analysis of specific tasks and hazards, often completed for recurring or high-risk activities. A PTP is a daily plan tailored to that day’s work, conditions, and crew.

     

    For a deeper dive, check out our blog: Do You Need Both a Pre-Task Plan and a Job Hazard Analysis?

    Get Essential Safety Templates for Your Job Site

    Access expert-designed templates to improve safety and compliance processes, including our Pre-Task Plan form.

    Free PDF Template downloads-smaller file

    Level up your safety game

    Additional Resources

    Illustration of a male and female construction worker on mobile and tablet doing a pre-task plan as part of their construction safety and efficiency planning.
    Guide

    The Power of Pre-Task Plans in Construction

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    The very modest investment in time it takes to create a Pre Task Plan is rewarded quickly and many times over in terms of reductions in ...

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    Guide

    The Construction Safety Playbook: Standardize Safety & Improve Accountability

    25-Minute Read

    Create a safer, more consistent jobsite with structured safety processes and clear accountability. This expert-backed playbook provides...

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    Do You Need Both a Pre Task Plan and a Job Hazard Analysis-1
    Blog

    Do You Need Both a Pre Task Plan and a Job Hazard Analysis?

    3-Minute Read

    Is a Pre Task Plan (PTP) necessary once the Job Hazards Analysis (JHA) is in place? Some construction site managers say that these docum...

    Dive in