Pre-task plan (PTP)
A pre-task plan is the daily quick version of a JHA: before the crew starts, the lead walks the task, names the steps, the hazards, and the controls for today's conditions, and everyone signs on. Many GCs require a PTP every morning; this form is that ritual on one page.
Pre-task plan (PTP)
Company: ____________
Jobsite: ____________
Date: ____________
Task details
| Task and location: ____________ | N/A · Action | |
| Crew lead: ____________ | N/A · Action | |
| Crew size: ____________ | N/A · Action | |
| JHA or safety plan this task falls under: ____________ | N/A · Action |
Plan the task (steps, hazards, controls)
| Step 1: ____________ Hazard: ____________ Control: ____________ | N/A · Action | |
| Step 2: ____________ Hazard: ____________ Control: ____________ | N/A · Action | |
| Step 3: ____________ Hazard: ____________ Control: ____________ | N/A · Action | |
| Step 4: ____________ Hazard: ____________ Control: ____________ | N/A · Action |
Checks before starting
| Permits needed today (hot work, confined space, excavation): ____________ | N/A · Action | |
| Energy sources identified and controlled (electrical, hydraulic, stored) | N/A · Action | |
| Other trades working above, below, or beside us and coordination done | N/A · Action | |
| Weather or site conditions that change the plan | N/A · Action | |
| PPE for this task confirmed | N/A · Action | |
| Emergency: nearest exit, first aid, who calls 911 | N/A · Action |
Crew sign-on
| Name: ____________ Signature: ____________ | N/A · Action | |
| Name: ____________ Signature: ____________ | N/A · Action | |
| Name: ____________ Signature: ____________ | N/A · Action | |
| Name: ____________ Signature: ____________ | N/A · Action | |
| Name: ____________ Signature: ____________ | N/A · Action |
Completed by: ____________________
Signature: ____________________
tailgatedocs.com · Free printable form. Not legal advice; adapt to your jobsite.
Common questions
▸What is the difference between a PTP and a JHA?
The JHA is the formal analysis of a task: steps, hazards, and controls, done once and updated when the task changes. The PTP is the daily field version: same thinking, today's conditions, ten minutes at the start of the shift. GCs commonly require both.
▸Who fills out the pre-task plan?
The crew lead or foreman, with the crew present. The value is the two-minute conversation at the task location, not the paperwork itself; the signatures record that it happened.
The PTP works best on top of a real JHA. Generate a task-specific JHA for $29 and the daily plan writes itself.
Forms record what happened on the job; the JHA, safety plan, or written program is what a GC, prequal portal, or inspector asks to see. Generate a verified, job-specific one in minutes.