Pre-Task Plan
Daily pre-task planning form for crew leaders.
What this document is
The Pre-Task Plan is a daily planning form completed by crew leaders before starting a specific task. It prompts the crew to review the job steps, identify hazards, and agree on safe work practices and controls.
The regulation that requires it
Construction employers must comply with 29 CFR 1926 Subpart C, which requires employers to initiate and maintain programs that provide for frequent and regular inspections of the job site. In California, Title 8 CCR Section 1509 further requires employers to conduct tailgate or toolbox meetings and pre-task planning to address recognized hazards. These rules mandate that employers instruct employees in the recognition and avoidance of unsafe conditions. The pre-task plan serves as documented evidence that this hazard review occurred before work started.
Who needs it
General contractors, subcontractors, and specialty trade contractors performing construction work need this document. It applies to all trades including concrete, framing, electrical, plumbing, roofing, and site work. California contractors must use it to meet Cal/OSHA Title 8 CCR requirements in addition to federal 29 CFR 1926 standards.
What happens without it
OSHA and Cal/OSHA frequently cite employers during inspections for inadequate hazard communication and failure to conduct required pre-task safety meetings. Serious violations currently carry penalties up to $16,131 per violation while willful or repeated violations can reach $161,323. Multi-employer worksites increase citation risk because controlling contractors can also be cited for subcontractors' failures. Lack of documentation makes it difficult to demonstrate compliance during an investigation.
What's included in the generated document
- Job name, date, and crew leader signature
- Task description and step-by-step breakdown
- Hazard identification section
- Required controls and PPE checklist
- Crew acknowledgment signatures
How to implement it at your company
- Talk to Guy first. Describe your operation, trade, and location — Guy draws from 300,000+ verified OSHA and state regulatory citations to build a compliance plan specific to your company. Your answers shape every section of the document you receive. Takes about 10 minutes.
- Download the PDF and print copies for each crew leader or save the fillable version on a tablet.
- Train foremen and crew leaders on how to complete the form before each new task begins.
- Require the crew to review and sign the completed plan at the start of the shift or when the task changes.
- Collect and file the signed forms daily for at least one year.
- Review completed plans during weekly safety meetings to improve future hazard recognition.