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Not all OSHA regulations require written plans, but many do. When OSHA considers a safety or health hazard to be serious, the agency usually requires written documentation of the steps an employer takes to reduce the risk of injury or protect workers from the hazard.
Pre-Task Planning (PTP) is a process performed before each task starts to discuss the steps of work, the hazards, and available controls. This process may also be known as job hazard analysis (JHA), job safety analysis (JSA), morning huddle, or other terms.
The JHA and Pre Task Plan are both necessary because the JHA is focused on the kind of tools, protections, resources, and training requirements that cant be completed in the field.
The following are selected OSHA requirements that apply to many general industry employers. Hazard Communication Standard. Emergency Action Plan Standard. Fire Safety. Exit Routes. Walking/Working Surfaces. Medical and First Aid.
Examples of OSHA standards include require- ments to provide fall protection, prevent trenching cave-ins, prevent exposure to some infectious diseases, ensure the safety of workers who enter confined spaces, prevent exposure to such harmful substances as asbestos and lead, put guards on machines, provide respirators or
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A pre-task plan (PTP) typically includes: Scope of Work: Description of the days 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.
While the JHA provides a holistic view of hazards and controls, the Pre-Task Plan zooms in on the smaller subset of tasks for the day. Think of it as the daily recipe list that ensures the necessary safety measures and controls are in place for the immediate activities.
The Pre-Task Plan is a just-in-time tool that helps you and your team sort out daily tasks identify any potential site hazards and implement appropriate mitigation tactics. It should be completed off the back of the JHA to create a real-time assessment of hazards, resource needs and a safe path forward.

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