Pre-Task Plan Template (PTP) — Daily Crew Safety
Generate professional Pre-Task Plan documents in minutes. No training required.
A Pre-Task Plan template structured the way major US general contractors actually want it. PTPs are the daily, crew-level safety document the foreman fills out before work starts each morning — different from a JHA (job-level) and different from an SSSP (project-level). Built to satisfy the templates used by Turner, Skanska, Kiewit, Mortenson, Suffolk and AECOM Hunt, and aligned with OSHA 29 CFR 1926 expectations.
Designed for: Subcontractor foremen, GC superintendents, safety managers and crew leaders on US construction sites — especially anyone working for a major GC
US (JSA) example document — Roof Tear-Off & Re-Cover — 482 Sandalwood Drive, Boise. Client: Sandalwood Homeowners Association. Site: 482 Sandalwood Drive, Boise, ID 83702. Scope: Tear-off of 2,400 sq ft of 3-tab asphalt shingles, replacement of damaged decking, installation of ice-and-water shield, synthetic underlayment and GAF Timberline HDZ architectural shingles. Works programmed over 6 working days with a crew of 4 roofers and 1 ground operative.
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Complete Guide to Pre-Task Plan (US)
What is a Pre-Task Plan?
A Pre-Task Plan (also called PTP, Daily Hazard Analysis, Pre-Job Brief or Daily Task Plan depending on the GC) is a written, crew-level safety document completed by the foreman before work starts each day. It breaks today's specific scope into steps, identifies the hazards present today, lists the controls and PPE the crew will use, names the workers on the crew, and is signed off by every crew member before they touch a tool. Unlike a JHA (which covers the job generally), a PTP is specific to today's tasks, today's crew, today's site conditions and today's interfaces with other trades.
When is it legally required?
Major US general contractors require a fresh, signed PTP from every active crew every working day. Turner, Skanska, Kiewit, Mortenson, Suffolk, AECOM Hunt, Whiting-Turner, Clark, DPR, McCarthy, Hensel Phelps, Walbridge, Gilbane, Hoar, Brasfield & Gorrie and most ENR Top 100 GCs build the PTP requirement into their subcontractor agreement. OSHA does not name 'PTP' specifically, but the practice satisfies OSHA's general duty to evaluate hazards before work and the §1926.20(b) requirement for the competent person to inspect and correct hazards.
Who is responsible?
The crew foreman or competent person leads the PTP each morning. Every crew member on site that day must participate in the briefing and sign the PTP — including any worker who arrives mid-shift (who must be re-briefed and added). The GC superintendent or safety coordinator typically reviews PTPs daily during their morning walk and may require corrections before work proceeds.
Where is it commonly used?
Every active US construction site working for a tier-1 or tier-2 GC, plus a growing number of mid-market and owner-direct projects. Inside the trailer for the morning briefing, posted at the crew's work area, and uploaded to the GC's safety portal (Procore Safety, Autodesk Construction Cloud, SafetyCulture or the GC's proprietary system) by end of day.
What a Complete Pre-Task Plan Includes
- Date, project, work area / level / column line
- Foreman name and signature
- Crew roster — every name, trade, role
- Today's scope of work — broken into steps (not 'continue framing')
- Hazards identified per step (use a hazard prompt list, not free text)
- Controls per hazard, in hierarchy of controls order (Eliminate → Substitute → Engineering → Administrative → PPE)
- Permits required today — hot work, confined space, LOTO, elevated work, energized work
- Tools and equipment listed with inspection status (daily inspection complete?)
- PPE required for the day's tasks
- Interfaces with other trades and how they're managed
- Emergency information — muster point, nearest hospital, 911, project safety contact
- Weather and site condition notes (heat index, cold, lightning, high wind)
- Crew member signatures — every worker, before work starts
- Mid-shift addendum if scope or conditions change
- End-of-day debrief / near-miss capture
What's included in this template
Header
Date, project, area, foreman, crew.
Scope of Work Today
Broken into specific steps for today's shift.
Hazards & Controls
Per step, in hierarchy of controls order.
Permits Required
Hot work, confined space, LOTO, energized work, elevated work.
Tools, Equipment, PPE
Inspection status, PPE matched to today's hazards.
Trade Interfaces
Who else is working in this area, sequencing.
Emergency Information
Muster point, nearest hospital, 911, project safety lead.
Weather & Site Conditions
Heat index, cold, lightning, high wind, lighting.
Crew Sign-Off
Every worker signs before work starts.
Mid-Shift Addendum
Required if scope or conditions change.
End-of-Day Debrief
Near-misses, lessons learned, tomorrow's risks.
US Requirements and Best Practice
Legal expectations
- ● Competent person inspects and addresses hazards — OSHA 29 CFR 1926.20(b)(2)
- ● Frequent and regular inspections by competent persons — 29 CFR 1926.20(b)(2)
- ● Workers trained to recognize and avoid unsafe conditions — 29 CFR 1926.21(b)(2)
- ● Permits in place where required (hot work, confined space §1926.1200-series, LOTO §1910.147)
- ● Fall protection plan in place at 6 ft+ for construction — 29 CFR 1926 Subpart M
- ● Personal Protective Equipment selected per hazard assessment — 29 CFR 1926 Subpart E
- ● GC contract obligations — most major GCs require daily signed PTPs as a contract deliverable
What inspectors typically look for
- ● Is there a PTP for today, dated today, for this crew?
- ● Did the foreman lead the briefing — and can the crew describe today's hazards?
- ● Are the controls listed actually in place on site?
- ● Are the required permits attached or referenced?
- ● Did every crew member on site today sign? Including the one who arrived at 10am?
- ● Was the PTP updated when the scope changed mid-shift?
- ● Does the GC have a recent file of signed PTPs from this sub?
Common compliance mistakes
- Yesterday's PTP photocopied with today's date — a citation on most major GC sites
- Generic hazards ('slips, trips, falls') with no site-specific context
- Foreman signs but no crew signatures
- Late arrivals never signed in
- Scope changed mid-shift, PTP never updated
- Permits referenced but never actually pulled or attached
- PPE listed (hard hat, glasses) without addressing today's specific hazards (FR clothing for arc flash, harness for the 12-ft fall exposure today)
- No emergency information — crew can't name the muster point or nearest hospital
Example Use Cases
6-person electrical crew, hospital project, Houston
Foreman writes today's PTP at 6:45am: scope is EMT and pulling feeders in the Level 4 mechanical room, with overhead work, active LOTO on two panels being terminated, and a hot work permit pulled at 10am for stitch welding a strut bracket. Hazards include shock (controlled by LOTO + verification), arc flash (FR clothing, glove rating), falls from ladder (3-point contact, ladder inspection), fire (hot work permit, fire watch, fire extinguisher within 35 ft). Five crew members sign before 7am start.
Concrete pour crew, Skanska job, Seattle
Foreman covers today's scope: 60-yard slab-on-deck pour Level 7, two pump trucks staged on Aurora side, crew of 9 plus pump operator and finishers. Hazards: pump line surge (rebar locker, communication, pressure check at start), fall through deck edges (perimeter cable + harness for trim work), silica/cement dust (water-fog, N95 for cleanup), heat (water and 15-min shade breaks). Mid-shift addendum added when the second pump goes down and the schedule shifts to a single-truck rhythm.
3-person plumbing rough-in crew, Mortenson tenant build-out, Denver
Small crew, simple PTP, but still daily: PEX rough-in above ceiling in the south corridor, overhead work from rolling scaffolds, soldering at three locations. Hazards include falls from rolling scaffold (locked casters, fall protection above 6 ft, no riding the scaffold), burns from solder (gloves, fire watch, hot work permit), and trade interface with the EMT crew working the same corridor (sequencing agreed at the daily huddle).
How to use this template
- 1
Start with today's actual scope
Not 'continue framing' — what specifically are we doing in which area for how long?
- 2
Break the scope into 4–8 steps
Each step gets its own hazards and controls. Too few = generic; too many = nobody reads it.
- 3
Identify hazards per step
Use a prompt list (struck-by, caught-in, falls, electrical, fire, ergonomic, chemical, weather, trade interface).
- 4
Apply hierarchy of controls
Eliminate first, then substitute, then engineer, then administer, then PPE. Don't lead with hard hats.
- 5
List today's permits
Hot work, confined space, LOTO, elevated work, energized work — and confirm they're actually pulled, not just promised.
- 6
Match PPE to today's hazards
FR clothing for arc flash, harness for fall exposure, P100 for silica — beyond the standard hard hat / glasses / boots.
- 7
Cover trade interfaces
Who else is in this area? What's the sequencing? What did the morning huddle agree?
- 8
Brief the crew and get every signature
Foreman leads the briefing, every crew member signs before tools come out. Late arrival? Re-brief and sign.
- 9
Update mid-shift if scope changes
New hazard, new permit, new area — addendum signed by the crew.
Common mistakes to avoid
- Yesterday's PTP photocopied — major GCs will shut your crew down
- Generic hazards with no site-specific context
- Foreman signs but no crew signatures
- Late arrivals never re-briefed or signed
- Scope changes mid-shift but PTP never updated
- Permits listed but never actually pulled
- PPE box ticked without thinking about today's actual exposures
- No emergency information — crew can't name muster point or nearest hospital
Share or Use This Template
This Pre-Task Plan template is free to use and share. Feel free to reference it with your team, include it in training materials, or link to it from your own resources.
Why templates have limitations
Templates provide a solid starting point, but they require manual editing to match your specific site conditions, hazards, and work activities. This can be time-consuming and important site-specific risks may be missed if sections are left generic.
For projects where accuracy and speed matter, many contractors prefer tools that generate structured documents automatically based on real project inputs.
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