Pre-Task Plan: Shift Change Over

Date: [DATE] Work Area: [WORK AREA] Task Supervisor: [SUPERVISOR NAME]

1. Task Description

[Safe and effective transfer of equipment operation and task responsibilities between operators at shift change.]

2. Task Duration

Estimated Start: [START TIME] Estimated Completion: [END TIME]

3. Personnel Involved

• [Incoming Operator]
• [Outgoing Operator]
• [Supervisor]

4. Task-Specific Hazards and Controls

Hazard	Risk	Control Measures
Unexpected Machine Movement	Personal injury or death	Before operating the machine, check the machine control pattern for conformance to the pattern on the card in the cab. If the pattern does not match, change the card to match the machine control pattern before you operate the machine. Failure to do so could result in personal injury. 3, 13, 15, 17, 18
Unguarded Machinery	Injury from moving parts	Ensure all guards and safety devices are in place and functioning correctly before operation.
Lack of communication	Misunderstanding of task status or equipment condition	Conduct a face-to-face briefing between outgoing and incoming operators to discuss equipment status, ongoing tasks, and any specific operational concerns.
Fatigue	Impaired judgment and reaction time	Ensure operators are fit for duty and have had adequate rest before starting their shift.

5. Required PPE for Today's Task

• [Safety Glasses]
• [Steel-toed boots]
• [High-visibility vest]
• [Gloves]

6. Tools and Equipment Needed

• [Excavator/Equipment]
• [Communication devices (radio/phone)]
• [Inspection checklist]

7. Pre-Start Checklist

Area Preparation

• [Ensure work area is clear of obstructions and personnel.]
• [Verify lighting is adequate, especially for night shifts.]
• [Check for any changes in environmental conditions (weather, ground stability).]

Equipment Checks

• [Inspect the ROPS for loose or damaged bolts. Replace any damaged bolts or missing bolts with original equipment parts only [1].]
• [Inspect the seat belt and mounting hardware for wear or damage. Replace if necessary [1].]
• [Check all fluid levels (fuel, oil, hydraulic fluid).]

Communication

• [Communicate control pattern. Check the machine control pattern for conformance to the pattern on the card in the cab. If the pattern does not match, change the card to match the machine control pattern before you operate the machine. Failure to do so could result in personal injury 3, 13, 15, 17, 18.]
• [Confirm emergency procedures and contact information.]

8. Task Steps Overview

1. [Outgoing operator briefs incoming operator on equipment status and ongoing tasks.]
2. [Incoming operator inspects equipment and work area.]
3. [Both operators confirm understanding of tasks and safety procedures.]
4. [Incoming operator starts equipment and tests controls.]
5. [Outgoing operator confirms satisfactory handover and signs off.]

9. Emergency Response for This Task

• [Equipment malfunction] → [Shut down equipment, report to supervisor, follow lockout/tagout procedures.]
• [Personal injury] → [Administer first aid, call for medical assistance, report incident.]

10. Task-Specific Precautions

• [Never operate equipment if you are unsure of its condition or operation.]
• [Always follow lockout/tagout procedures when performing maintenance.]
• [Report any unsafe conditions or near misses immediately.]

Pre-Task Briefing Confirmation

All workers understand the task, associated hazards, and required controls.

Team Lead Initials: [___] Date: [DATE] Time: [TIME]

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