Field Leadership PTO - PDM Planned Task Observation Checklist

Site where observation took place

Does the Procedure align with a high risk activity?

Do you have any new or inexperienced team members?

Are there work instructions that are associated with incident trends or repeat incidents?

Do you understand the task requirements?

Do you understand all the potential hazards?

Have suitable controls been identified?

Can the job be done safer or in a more productive way?

Have you highlighted sections of the Procedure to focus on?

Have you made notes on the procedure?

Have you prepared a list of questions to check knowledge?

Have you added a check column against procedural steps?

Have you explained that you will be doing a PTO?

Have you explained why you are doing a PTO?

Have you described the process you will follow?

If possible, have you arranged a specific time to conduct the PTO?

Do they understand the Procedure for the task?

Do they understand the associated risks of the task?

Do they understand the controls associated with the task?

Have you observed work practices against the procedure?

Have you reinforced positive behaviours?

Have you identified deviations from the procedure and provided coaching?

Have you identified any gaps between the procedure and the practice observed?

Are there opportunities to improve the risk controls that are in place?

Are there opportunities to improve the procedure?