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Pre Job Brief Template

Streamline Your Project Preparation with This Template

A messy job briefing can lead to confusion and miscommunication. This pre job brief template helps you collect essential details before starting your project, ensuring you're fully prepared for what's ahead. With clear guidelines for scope, objectives, and roles, you can improve team alignment, save time on planning, and increase your project's success rate. Plus, you can easily customize this template to fit any type of job or project. Start using the live template today to experience smoother project launches.

Use this Template (FREE) Live Preview
Job or task title
Work order or job number
Date of work
Planned start time
Location or site address
Client or site contact name
Client or site contact phone
Supervisor in charge
Supervisor phone
Crew members (list names)
Are all personnel briefed and fit for duty?
Yes
No
Toolbox talk completed for this task today?
Yes
No
Permits required for this work
Please Specify:
Brief description of job steps
Equipment or plant to be used
Please Specify:
Energy sources to control
Is a current JHA/JSA available and reviewed?
Yes
No
Required procedures, drawings, or specifications available on site?
Yes
No
Anticipated hazards
Please Specify:
Controls to be applied
Please Specify:
Required PPE for this task
Please Specify:
Current weather
Clear
Overcast
Rain
Snow or ice
High wind
Extreme heat
Extreme cold
Indoor or controlled environment
Ground and surface conditions
Dry and level
Wet
Uneven
Slippery
Unstable
Contaminated
Not applicable
Utilities located and marked where applicable?
Yes
No
Emergency access and egress are clear?
Yes
No
Fire extinguisher available and in date?
Yes
No
First aid kit available and accessible?
Yes
No
Primary communication method during the job
Verbal briefing
Two-way radios
Mobile phones
Pre-start meeting
Daily tailboard form
Whiteboard updates
Other
Please Specify:
Emergency plan reviewed and understood?
Yes
No
Nearest medical facility or GPS coordinates
Emergency contacts posted and accessible on site?
Yes
No
Stop work authority: Everyone is empowered to pause work if unsafe
Yes
No
Supervisor signature (type full name)
Date signed
Attendees acknowledging this briefing (list names)
Is the job authorized to start?
Yes
No
Pending additional controls
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Paper art illustration representing a pre job brief template form for FormCreatorAI article

When to use this form

Use this before any task where people, safety, or client expectations must align. It fits field service, construction, creative production, marketing handoffs, and IT changes. A short job briefing like this captures goals, scope, risks, roles, and timing so your team starts right. Project leads use it to stop scope creep; supervisors use it to brief crews; agencies use it to set client expectations. If the work also needs budget or milestone approval, pair it with the Project proposal form. For campaigns that end in media placements, connect this intake to the Ad submission form to keep specs and deadlines together.

Must Ask Pre Job Brief Questions

  1. What is the job objective and how will you measure success?

    This sets a clear finish line and keeps everyone focused on the same outcome. When you define the metric, you can choose the fastest path and avoid rework.

  2. What is in scope, out of scope, and what deliverables are required?

    Defining boundaries early prevents surprises and protects your timeline. For design-heavy tasks, capture required specs in the Cards design request form to keep inputs consistent.

  3. What hazards, controls, and PPE apply at the worksite?

    Listing risks and controls reduces incidents and downtime. You brief the crew on PPE, permits, isolation, and site rules before anyone starts.

  4. Who is responsible for each task, who approves, and how can we reach them?

    Naming owners and approvers speeds decisions and removes bottlenecks. With contacts in one place, you know who to unblock and who signs off at each step.

  5. What inputs, files, or samples do you need and where will they come from?

    Knowing what materials or access you need lets you start on day one. If items must be provided, log them through the Sample request form to track status.

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