⚠️Construction Safety Plan
Site-specific safety plan covering hazard analysis, PPE requirements, emergency procedures, and OSHA compliance.
Preview: Construction Safety Plan
Construction Safety Plan
Safety is not optional. Every worker on this project has the right to go home safe. This plan must be reviewed by all workers before starting on site.
Project Info
Field | Value |
|---|---|
Project Name | [Project Name] |
Location | [Address] |
GC Safety Manager | [Name — Phone] |
Site Superintendent | [Name — Phone] |
Nearest Hospital | [Name — Address — Phone] |
Emergency Number | [911 / Site emergency #] |
Safety Meeting Schedule | [Weekly — Day/Time] |
Job Hazard Analysis
Hazard | Risk Level | Activities Affected | Controls |
|---|---|---|---|
Falls from Height | High | Steel erection, roofing, scaffold work | Guardrails, harness/lanyard, safety nets, hole covers |
Struck By (falling objects) | High | Crane operations, overhead work | Hard hats, barricades, tool lanyards, overhead protection |
Electrical Contact | High | MEP rough-in, temporary power | LOTO procedures, GFCI protection, qualified workers only |
Trench/Excavation Collapse | High | Utilities, foundations | Sloping/shoring per OSHA, competent person on site |
Caught Between | Medium | Heavy equipment, material handling | Spotters, swing radius barricades, PPE |
Heat Illness | Medium | All outdoor work (summer) | Water, rest, shade, acclimatization plan |
Silica Exposure | Medium | Concrete cutting, masonry | Wet methods, vacuum systems, respirators, monitoring |
Noise Exposure | Medium | Demolition, power tools, equipment | Hearing protection, time limits, engineering controls |
PPE Requirements
Hard hat — required at all times on site
Safety glasses — required at all times on site
High-visibility vest — required at all times on site
Steel-toed boots — required at all times on site
Gloves — required for material handling, as appropriate for task
Fall protection harness — required above 6 feet
Hearing protection — required in designated high-noise areas
Respirator — required for silica-generating activities and designated areas
Emergency Procedures
Medical Emergency
Call 911 immediately for life-threatening injuries
Administer first aid if trained and safe to do so
Notify site superintendent and safety manager
First aid kits located at: [locations]
AED located at: [location]
Nearest hospital: [Name] — [Address] — [X miles / X minutes]
Fire
Activate fire alarm / alert all workers
Call 911
Evacuate to assembly point: [location]
Superintendent conducts headcount
Do not re-enter until cleared by fire department
Severe Weather
Monitor weather alerts daily
Lightning: All outdoor work stops, seek shelter in hard structure or vehicle
High winds (>30 mph): Suspend crane operations and work at height
Tornado warning: Shelter in lowest interior area of structure
Safety Training Log
Date | Topic | Trainer | Attendees | Notes |
|---|---|---|---|---|
[Date] | Site Safety Orientation | [Name] | [All new workers] | [Required before starting work] |
[Date] | Fall Protection | [Name] | [All workers at height] | [Annual refresher] |
[Date] | Toolbox Talk: [Topic] | [Foreman] | [Crew] | [Weekly] |
[Date] | Toolbox Talk: [Topic] | [Foreman] | [Crew] | [Weekly] |
Incident Log
Date | Type | Description | Injury? | OSHA Recordable? | Root Cause | Corrective Action |
|---|---|---|---|---|---|---|
[Date] | [Near Miss / First Aid / Recordable] | [Description] | [Yes/No] | [Yes/No] | [Root cause] | [Action taken] |
OSHA recordable incidents must be logged within 7 calendar days. Fatalities must be reported within 8 hours. Hospitalizations, amputations, and loss of an eye must be reported within 24 hours.
About this template
Every construction project needs a site-specific safety plan — it's required by OSHA and it saves lives. This template covers job hazard analysis, PPE requirements, fall protection, confined space entry, hot work permits, emergency procedures, and training documentation. Customize it for your specific project conditions and review it at every safety meeting.
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Weekly Planner
Weekly Focus: What is the ONE thing that would make this week a success? Write it here and keep it visible.
Week of: [Date] — [Date]
Monday
Most important task for the day
Second priority task
Third priority task
Tuesday
Most important task for the day
Second priority task
Third priority task
Wednesday
Most important task for the day
Second priority task
Third priority task
Thursday
Most important task for the day
Second priority task
Third priority task
Friday
Most important task for the day
Second priority task
Wrap up loose ends and prep for next week
Weekly Review
Take 15 minutes on Friday afternoon to reflect on your week. This small habit compounds into massive clarity over time.
What did I accomplish this week?
What didn’t get done and why?
What should I carry forward to next week?
What’s one thing I could improve next week?
Plan your week with daily task lists, a weekly focus area, and an end-of-week review.
Change Order Request
Complete this form for every proposed change to the original contract scope. Attach supporting documents (sketches, specs, photos) before routing for approval.
CO Details
Field | Value |
|---|---|
CO Number | [CO-001] |
Project Name | [Project Name] |
Contract Number | [Contract #] |
Date Initiated | [YYYY-MM-DD] |
Requested By | [Name / Company] |
Priority | [Standard / Urgent / Critical Path] |
Parties
Role | Name | Company | Contact |
|---|---|---|---|
Owner / Client | [Name] | [Company] | [Email / Phone] |
General Contractor | [Name] | [Company] | [Email / Phone] |
Architect of Record | [Name] | [Company] | [Email / Phone] |
Subcontractor (if applicable) | [Name] | [Company] | [Email / Phone] |
Description of Change
Reason for Change:
[Owner-directed change]
[Design error or omission]
[Unforeseen site condition]
[Code or regulatory requirement]
[Value engineering]
[Other: describe]
Detailed Description:
[Provide a detailed narrative of what is changing, why, and what areas of work are affected. Reference drawing numbers, spec sections, and RFI numbers as applicable.]
Reference Documents
[RFI #___]
[Drawing Sheet ___]
[Specification Section ___]
[Photo / Sketch attached]
Cost Impact
All cost estimates must include labor, material, equipment, subcontractor markup, and overhead & profit per contract terms.
Item | Description | Qty | Unit | Unit Cost | Total |
|---|---|---|---|---|---|
1 | [Labor — trade description] | [X] | [hrs] | [$XX.XX] | [$X,XXX] |
2 | [Material — description] | [X] | [ea/lf/sf] | [$XX.XX] | [$X,XXX] |
3 | [Equipment rental] | [X] | [days] | [$XXX] | [$X,XXX] |
4 | [Subcontractor — name/trade] | [1] | [LS] | [$X,XXX] | [$X,XXX] |
Subtotal | [$X,XXX] | ||||
Overhead & Profit (__ %) | [$XXX] | ||||
Total CO Value | [$X,XXX] |
Net impact to contract value: [+ / - $X,XXX]
Schedule Impact
Field | Value |
|---|---|
Days Added / Removed | [+/- X calendar days] |
Affected Activities | [List critical path activities impacted] |
Revised Substantial Completion | [YYYY-MM-DD] |
Concurrent Work Possible? | [Yes / No — explain] |
Approval Chain
Step | Role | Name | Date | Status |
|---|---|---|---|---|
1 | Submitted by (Requestor) | [Name] | [Date] | [Submitted] |
2 | Reviewed by (PM / Superintendent) | [Name] | [Date] | [Pending] |
3 | Approved by (GC Principal) | [Name] | [Date] | [Pending] |
4 | Approved by (Architect) | [Name] | [Date] | [Pending] |
5 | Approved by (Owner) | [Name] | [Date] | [Pending] |
Verification Checklist
Scope clearly defined and not duplicated in other COs
Cost breakdown includes all labor, material, equipment, and markup
Schedule impact reviewed with superintendent
Downstream trade impacts identified (see Cascading Impact page)
Supporting documents attached (drawings, specs, photos)
Insurance and bonding implications reviewed if CO exceeds threshold
Manage change orders from request through approval with cascading impact analysis and a running CO log.
Client Onboarding Hub
Use this hub as your single source of truth for every new client engagement. Complete the overview below, then work through each sub-page to ensure a smooth, professional onboarding experience.
Client Overview
Field | Details |
|---|---|
Client Name | [Company Name] |
Main Contact | [Name, Title, Email, Phone] |
Account Manager | [Your team member] |
Start Date | [YYYY-MM-DD] |
Retainer Value | [$X,XXX / month] |
Services | [SEO, Content, Paid Media, Social, etc.] |
Communication Cadence | [Weekly calls, bi-weekly reports, monthly reviews] |
Contract Length | [6 months / 12 months / ongoing] |
Billing Cycle | [Monthly / Quarterly] |
Primary Goal | [e.g., Increase qualified leads by 40% in 6 months] |
Master Onboarding Checklist
Work through each item below. Check them off as you go — aim to complete all items within the first two weeks of engagement.
Send welcome email with onboarding packet and team introductions
Schedule kickoff call (all stakeholders from both sides)
Set up shared Slack channel or communication workspace
Collect brand assets (logos, fonts, color codes, style guide)
Configure tools access (analytics, ad platforms, CMS, social accounts)
Create client reporting dashboard with agreed-upon KPIs
Establish content/creative approval workflow and turnaround times
Document escalation paths and emergency contacts
Set up project management board with initial deliverables
Schedule recurring check-in meetings for the first 90 days
Conduct internal team briefing on client goals and sensitivities
Send first check-in summary within 48 hours of kickoff
Key Dates & Milestones
Milestone | Target Date | Owner | Status |
|---|---|---|---|
Welcome email sent | [Date] | [Name] | Pending |
Kickoff call completed | [Date] | [Name] | Pending |
All access credentials received | [Date] | [Name] | Pending |
Brand guidelines documented | [Date] | [Name] | Pending |
Reporting dashboard live | [Date] | [Name] | Pending |
First deliverable shipped | [Date] | [Name] | Pending |
30-day check-in | [Date] | [Name] | Pending |
90-day review | [Date] | [Name] | Pending |
Pro tip: Share this hub (or a client-facing version) with your new client so they can see progress and know exactly what to expect during onboarding.
A structured multi-page hub for onboarding new agency clients — from kickoff to 90-day success.