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.
To help contractors design, implement, assess, and continuously improve their PTP process, CPWR has developed a comprehensive PTP package. It contains several applied tools — including checklists, templates, and practical examples — to help you through the process. To access these resources, use the links below.
Individual checklists and tools included in the full package are also available:
- Blank Pre-Task Planning (PTP) Form
Contractors can use this form to create a PTP. An example of a completed PTP can be found here.
Interactive Web Version, Fillable PDF, Word
- Post-Task Checklist: An End-of-Shift Review Tool
Contractors can use this checklist to identify issues that came up during the shift and make adjustments for the next day’s plan.
Fillable PDF
- Pre-Task Planning (PTP) Assessment: Management Checklist
Managers can use this checklist to assess the quality of their PTP process to ensure it follows recommended practices.
Interactive Web Version, Fillable PDF
- Pre-Task Planning (PTP) Assessment: Worker’s Perspective
Contractors can use this questionnaire to assess the quality of their PTP process from workers’ perspectives and identify areas for improvement.
Fillable PDF
Listen to the recording to learn how these PTP resources can help you initiate PTP or improve the quality of an established PTP process.