Planned task observation checklist
Planned task observation to be completed at least once per week by supervisor.
What does this form include?
This form contains 7 sections:
Observations
- Did the person being observed attend the daily pre start meeting?
- Is the task being conducted covered by a JHA or Procedure?
- Has the person being observed signed the JHA or Procedure?
- Has a Take 5 been completed for the task? (if NO, then please detail reasons)
- Reason for Observation
- Are all site management rules being complied with during the task? (PPE requirements, traffic management, etc)
- Does the person being observed have the appropriate competencies required for the task?
- Has a Pre Start Check been completed for the items of plant being used?
- Is the working environment safe to complete the task? (bund walls in place, weather conditions, etc)
- Is adequate communication being used between workers completing the task? (two way radios, visual, etc?)
Instructions Provided
Advice Provided
Positive Feedback to Observed Person
Opportunities for Improvement
Person Conducting Observation
Person being Observed
Use this template