Job Briefing and Planning Checklist 

The hazards

The voltage levels involved

Skills required

Any “foreign” (secondary source) voltage source

Any unusual work conditions

The shock protection boundaries

The available incident energy

Potential for arc flash (conduct a flash-hazard analysis)

Flash protection boundary

Number of people needed to do the job



Can the equipment be de-energized?

Is a “standby person” required?

Are backfeeds of the circuit possible?



Job plans

Single-line diagrams and vendor prints

Status board

Information on plant and vendor resources is up-to-date

Safety procedures

Vendor information

Individuals are familiar with the facility




What the job is

Who else needs to know - communicate!

Who is in charge



About the unexpected event…What if?


Test for voltage FIRST

Use the right tools and equipment, including PPE (Personal Protective Equipment)

Install and remove grounds

Install barriers and barricades

What else…?



Prepare for an Emergency

Is the standby person CPR trained?

Is the required emergency equipment available? Where is it?

Where is the nearest telephone?

Where is the fire alarm?

Is confined space rescue available?

What is the exact work location?

How is the equipment shut off in an emergency?

Are the emergency telephone numbers known?

Where is the fire extinguisher?

Are radio communications available?

Source: National Fire Protection Association (NFPA) 70E©
Job Briefing and Planning Checklist
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