Project-specific plan
Identify applicable requirements, responsible roles, communication channels, emergency information and the processes used to review the work.
Site-specific planning + controlled access
Coordinate the site people will actually enter.
Every project has a different combination of workers, occupants, visitors, deliveries, temporary conditions and changing tasks.
Define responsibilities before work reaches the field.
Site coordination connects people, boundaries, changing conditions and clear reporting channels.
Site orientation + access
Establish who may enter, required orientation, check-in, permitted routes, visitor controls and restricted areas.
Pre-task coordination
The responsible field team reviews the planned task, crew, equipment, interfaces, changing conditions and required controls before work begins.
Qualified oversight
Competent or qualified persons are assigned where the task, regulation or project plan requires them.
Observation + escalation
Conditions, near misses, incidents and concerns follow the reporting and response process established for the project.
Review + update
Plans are revised when scope, sequence, access, weather, staffing or site conditions materially change.
Occupied sites
Separate the work without losing sight of the occupants.
Renovations may occur beside residents, employees, customers or other tenants. The project team needs an agreed plan for separation, access, noise, dust, deliveries, shutdowns and changing conditions.
- Which entrances, corridors, exits and accessible routes remain available?
- Where are the controlled work-zone boundaries?
- How are deliveries, waste removal and worker access separated?
- Which systems may be interrupted, and who authorizes shutdown?
- Who communicates changes to residents, tenants or facilities staff?
Give each person the information attached to their role.
Access and communication change with the audience; the headings keep that distinction explicit.
Workers + trade partners
Site orientation, task planning, required controls, reporting and emergency procedures established for their work.
Owners + facilities teams
Access changes, shutdowns, occupant interfaces, milestone activities and escalation contacts relevant to operations.
Visitors
Authorization, check-in, escort, route and site requirements appropriate to the visit.
Residents + occupants
Boundaries, temporary access, utility interruptions and changes affecting normal use of the property.
Responsibility boundary
Public information is not task training.
This page explains communication and responsibility at a high level. Project orientation, site authorization and task controls are established for the actual work by the responsible personnel.
Site coordination questions
Responsibilities and access are defined by the project and current conditions.
Who is responsible for site safety?
Responsibilities are established by applicable requirements, contracts, employer duties, project roles and the site-specific plan.
Can an owner or occupant enter the work area?
Access depends on the site plan and current conditions. Visitors use the authorization, orientation, escort and route requirements established for the project.
What happens when site conditions change?
Responsible project personnel evaluate the change, revise the work or access plan where required and communicate updated conditions.