Pre task planning worksheet 2026

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  1. Click ‘Get Form’ to open the pre task planning worksheet in the editor.
  2. Begin by filling in the contractor's name and a brief description of the work. Specify the work area and effective date to provide context for your task.
  3. In section A, assess safety measures. For each safety item checked 'Yes', describe control measures in the provided matrix. This ensures all potential hazards are addressed.
  4. Move to section B, where you will outline potential impacts. Document any necessary control measures for items that could affect safety systems or require special attention.
  5. Proceed to section C to indicate if any permits are required for your task, ensuring compliance with regulations.
  6. In section D, specify any personal protective equipment (PPE) needed for the job, detailing types of gloves and other gear as necessary.
  7. Section E focuses on musculoskeletal risk factors. Note any risks associated with material handling and document them accordingly.
  8. Finally, complete sections F and G by identifying emergency equipment locations and confirming that all safety checks have been completed before signing off.

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