Free Pre-Task Planning (PTP) Template

Pre-Task Planning (PTP) Form · OSHA-Aligned · Free Template

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1 · Project & Task Information

Company / Employer

Project Name

Project Number

Date

Work Location / Area

Foreman / Supervisor

Crew Size

Specific Task(s) to Be Performed Today

Equipment / Tools in Use

Materials / Substances

Estimated Duration

2 · Permit Requirements

Hot Work Permit required (welding, cutting, grinding)

Confined Space Entry Permit required

Excavation / Trenching Permit required

Lockout / Tagout (LOTO) required

Elevated Work Permit required (>6 ft)

Electrical Work Permit required

Crane / Lift Plan required

Other:

Permit Number(s) / Notes

3 · Hazard Identification & Controls

Identify each hazard present for today's task. List the control measure(s) in place before work begins.

#	Hazard Description	Hazard Type	Control Measure(s)
1
2
3
4
5

5 · Emergency Information

Nearest Hospital / Urgent Care

Hospital Address

Site Address for EMS

Foreman / Supervisor Cell

Safety Manager Cell

First Aid Kit Location

Stop Work Authority: Every worker on this crew has the right and responsibility to stop work if they observe an unsafe condition. No worker will face retaliation for exercising Stop Work Authority.

6 · Crew Acknowledgment & Sign-In

By signing below, each crew member confirms they have reviewed today's hazards and controls, understand their PPE requirements, and are aware of the Stop Work Authority policy.

#	Worker Name (Print)	Trade / Craft	Signature	Time In
1
2
3
4
5
6
7
8

Foreman / Supervisor Signature
Date: _______________

Safety Representative (if present)
Date: _______________

GC / Owner Rep (if required)
Date: _______________