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Monday Safety
Event documentAll 50 states

Pre-Task Plan

Daily pre-task planning form for crew leaders.

Built from

29 CFR 1926 / T8 CCR

  • Conversational intake with Guy — no blank forms
  • Citations on every page — defensible at inspection
  • Delivered as a polished PDF in minutes
  • 10 days of free edits included
Top state variants: California · Texas · Washington · Florida · New York

What’s in this document

Every section is written to match the regulatory citation — not a generic template. Your answers to Guy shape the trade-specific content.

Sections covered

  1. 1

    Pre-work checklist

    The questions the document forces you to answer before the task begins.

  2. 2

    Hazards & controls

    Step-by-step hazards with the specific control for each — citations included.

  3. 3

    Sign-off & accountability

    Roster, signatures, and competent-person sign-off where required.

What you walk away with

  • A per-use document you can generate fresh for every task or job
  • Pre-filled with your company info — crew signs and goes
  • Defensible documentation of pre-task planning
Format
PDF
Pages
2–4
Intake
< 5 min
Citations
On every page

Regulatory basis

Built from these citations

Every section in this document maps to a published regulation. The citation appears on every page so an inspector can verify scope without asking you.

Defensible at inspection

  1. Federal OSHA — Construction (29 CFR 1926)

    29 CFR 1926

    Authoritative source used to draft this document.

  2. Cal/OSHA — Title 8 CCR

    T8 CCR

    Authoritative source used to draft this document.

Where this document applies

This document applies in all 50 states. The base document is built from federal OSHA. During intake, Guy adapts the language and requirements for your specific state — Cal/OSHA, state-plan states, and federal-OSHA jurisdictions each have their own variations.

Top state variants

Not sure which version you need?

Guy asks for your jurisdiction during intake and configures the document automatically. You don’t have to know the right answer up front.

Frequently asked questions

Common questions about this document, intake, and updates.

  • Daily pre-task planning form for crew leaders. The document is built from 29 CFR 1926 / T8 CCR and includes every written element OSHA expects to see during an inspection. The PDF runs 2–4 pages depending on your trade and state.

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Contractors who buy this document typically also need these.