BEH/Specific/TBT-BEH-003

Pre-Task Briefing Best Practice

Behavioural Safety & Leadership › Specific › Pre-Task Briefing Best Practice

Presenter		Project
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A pre-task briefing is a short, focused discussion held before work begins to identify hazards and agree safe methods for the task.
Pre-task briefings are sometimes called point-of-work risk assessments, take-5 briefings, or last-minute risk assessments.
The briefing should take five to ten minutes and involve everyone who will carry out or be affected by the task.
It bridges the gap between the written risk assessment and the real conditions on the ground at that specific moment.
Key topics include the task steps, hazards, controls, PPE, emergency procedures, and any changes from the method statement.
The briefing should be interactive — workers must be encouraged to ask questions and raise concerns freely.
Environmental conditions including weather, adjacent activities, ground conditions, and access routes should be reviewed.
The person leading the briefing should confirm that all workers understand the safe method before work starts.
A record of the briefing including date, topic, attendees, and key points discussed should be kept for the project file.
Pre-task briefings are most effective when they are a genuine conversation, not a rushed formality before starting work.

Catch what RAMS miss	The written risk assessment cannot predict today's exact conditions — the pre-task briefing fills the gap with real-time information.
Team engagement	Workers who contribute to the briefing take ownership of the safety plan — engagement produces better compliance than instruction alone.
Stop incidents before they start	Five minutes of discussion before the task prevents the incidents that occur when workers start without thinking through the hazards.

Don't

Hold a pre-task briefing before every new task, shift, or significant change.
Include everyone who will carry out or be affected by the work activity.
Discuss the specific hazards, controls, and PPE required for today's conditions.
Review environmental conditions including weather, ground, and adjacent activities.
Encourage workers to ask questions and raise any concerns about the task.
Confirm everyone understands the safe method before giving permission to start.
Record the briefing with date, topic, attendees, and key discussion points.
Revisit the briefing if conditions change during the task and new hazards arise.
Keep the briefing focused and concise — five to ten minutes is sufficient.
Make the briefing a genuine conversation, not a one-way lecture.

DON'T start work without holding a pre-task briefing with the whole team.
DON'T exclude anyone who will be involved in or affected by the task.
DON'T skip the hazard discussion — it is the most important part of the briefing.
DON'T ignore weather, ground conditions, or other trades working in the same area.
DON'T discourage questions — concerns raised now prevent incidents during the task.
DON'T let workers start until everyone confirms they understand the safe method.
DON'T hold briefings without recording who attended and what was discussed.
DON'T treat the original briefing as valid all day if conditions change significantly.
DON'T let the briefing drag on — keep it focused, relevant, and under ten minutes.
DON'T treat the briefing as a tick-box exercise — engage the team genuinely.

See also: Behavioural Safety Awareness | Dynamic Risk Assessment in Practice

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