Pre-task planning in construction: Researchers develop new guidelines

Silver Spring, MD — Researchers from CPWR – The Center for Construction Research and Training have developed comprehensive guidelines intended to make pre-task planning more effective and consistent.

In an effort to address the lack of guidance for the design and implementation of pre-task planning in the construction industry, the researchers interviewed 28 safety and health professionals and 104 workers. They also observed seven onsite pre-task planning sessions.

The team identified inconsistent terminology and implementation practices, which can result in worker confusion, unaddressed hazards and conflicts between trades.

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The researchers then developed what they say is a practical, easy-to-use checklist tool to help contractors assess and consistently approve pre-task planning processes. They note that regular updates and continuous improvement – including a feedback loop – can help accurately reflect jobsite conditions.

Other recommendations:

  • Contractors should implement visual aids; discuss real-life incidents; and provide information on tools, materials and schedules to enhance pre-task planning quality and prevent worker complacency.
  • Management should actively solicit and incorporate worker feedback, allow employees to lead pre-task planning meetings, and involve them in development and implementation.
  • Pre-task planning should include a crew’s immediate tasks, in addition to other trades’ scopes, potential clashes and hazards that their activities pose.
  • To ensure proper completion, assess whether controls functioned as expected, discuss changes and hazards that emerged during a shift, and conduct post-task debriefing sessions.

The study was published in the American Journal of Industrial Medicine.

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