Pre-Task Plan (PTP)

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.

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.

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.

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.

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.

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?