A pre-task plan is a short written review a crew completes before each task to identify the steps, hazards and controls for that day's work at that location.
A pre-task plan (PTP), also called a pre-task hazard analysis or daily task plan, is a short written assessment a crew completes before starting a task. The crew lists the work steps, identifies the hazards that apply today, at this location, with this crew and equipment, and agrees on controls. Supervisors review and sign the plan, and crew members sign to show they understand it.
Pre-task planning is common in construction, utilities and oil and gas. It sits between a planned job hazard analysis, which is written in advance for a type of job, and a pre-job briefing, which is the conversation where the plan is discussed.
Before setting precast panels, a crew's PTP lists the lift steps, overhead power lines near the crane path, wind speed limits, exclusion zones, tag line use and the signal person. When gusts pick up mid-morning, the foreman stops the lift and updates the plan.
A JHA is usually written in advance for a type of job and reused. A pre-task plan is written by the crew at the start of each task to capture the specific conditions that day.
OSHA doesn't require a form called a PTP, but it requires hazard assessment and training, and many general contractors and owners make daily PTPs mandatory.
Usually 10 to 15 minutes. A plan that takes much longer may be too complex to use in the field.
Part of SafetyIQ's EHS glossary: plain-English definitions of workplace health and safety terms.
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