Skip to content
  • NSW-first CPD, built by a practising builder
  • Instant PDF certificates
  • Unlimited assessment attempts
  • 12 points a year, sorted
  • 15% off your first order — get your code
  • Content aligned to the NCC 2022

Free template Safety and WHS

Free Take 5 safety checklist for construction

The five-step personal check a worker does before starting or changing a task: stop, look, assess, control, proceed. One page, pocket-sized, free to print.

The short version

A Take 5 is a quick personal safety check a worker does before starting a task and whenever the task changes: stop, look for hazards, assess the risk, put controls in place, and only then proceed. It takes about five minutes, it is not a legal requirement, and it does not replace a SWMS or JSA. What it does is make each worker stop and look at their own work area before they start.

  • No sign-up
  • Free for commercial use
  • Add your own logo
  • Updated 14 Sep 2026

Reviewed by Daniel Betros, Licensed Building Practitioner

Animated walkthrough · 5 steps

How to do a Take 5

Five steps, done by the person doing the work, at the work area, every time the task starts or changes.

1 / 5
  1. Before starting, write down what you are about to do and where. If the task has changed since your last Take 5, do a new one.

  2. Look up, down and around: edges, overhead services, ground, plant movement, other trades, weather, the tools you are about to use. Tick anything that applies.

  3. For each hazard, ask how likely it is to hurt someone and how badly. If you are not confident the risk is low, it is not.

  4. Write what you will do about each hazard, and do it before starting: barricade, isolate, get the right access equipment, wear the right PPE, ask for help.

  5. Answer the final questions honestly. If any answer is no, do not start: talk to your supervisor. If all are yes, sign and keep the Take 5 with you.

The Take 5 is the shortest piece of safety paperwork on a site and, used properly, one of the most effective. It asks each worker to stop for a few minutes before starting a task, look at what is actually around them, and fix anything that could hurt them before they begin. This template is a single page, designed to be printed as a pad or kept on a phone.

What a Take 5 is

A Take 5 is a personal pre-task check. The name comes from taking five minutes, or five steps, to think before acting. On this template the five steps are:

  1. Stop. Pause before starting, and be clear about the task.
  2. Look. Scan the work area for hazards: up, down and around.
  3. Assess. Judge how likely each hazard is to hurt someone, and how badly.
  4. Control. Put controls in place before starting.
  5. Proceed. Start only when every final-check answer is yes.

Why it works when it is done properly

Most site injuries do not come from hazards nobody knew about. They come from a hazard everyone knew about that nobody looked at on the day: the edge protection taken down for a delivery, the extension lead run through water, the trade working directly below. A Take 5 is a prompt to look at the conditions as they are now, rather than as they were when the SWMS was written.

It also changes who owns the check. A SWMS is written by the business; a Take 5 is done by the person about to do the work. That matters, because the person with the tool in their hand is the last one who can stop the job before something goes wrong.

Is a Take 5 required?

No law names the Take 5. WHS laws place a duty on every worker to take reasonable care for their own health and safety and not to harm others, and on every business to manage risks. A Take 5 is a practical way for workers to meet their duty, and for a business to show that risk checks happen at the work face.

It does not replace other documents. If the task is on the high-risk construction work list, a SWMS is still required. If the crew is planning a multi-step task, a JSA is the better tool. The Take 5 sits underneath both, every time a worker starts or changes a task.

How to stop a Take 5 becoming a tick-and-flick

The biggest risk with a Take 5 is that it becomes a form people fill in from memory. A pad of forms all ticked “yes” with identical handwriting is not a safety system. A few habits keep it honest:

  • Do it at the work area, not in the lunch room. The point is to look.
  • Make “no” a normal answer. Supervisors should thank the worker who stops a job, not question them.
  • Read them. A supervisor who reads a sample each week will see patterns worth a toolbox talk.
  • Redo it when things change. Weather, a new trade, a different access method: new Take 5.
  • Keep it short. If the Take 5 takes longer than five minutes, the task needs a JSA instead.

What to look for: the hazards that catch builders

The checklist groups hazards into the work area and the task itself. On residential sites the ones that recur are working near unprotected edges and penetrations, overhead powerlines near scaffolds and tipper trucks, unstable ground near trenches, plant reversing on tight sites, dust from cutting fibre cement or masonry, and heat. Each of these is on the checklist so the worker is prompted to look, not left to remember.

The final check

Step 5 asks five direct questions. The last one is deliberately personal: would you be comfortable if your supervisor watched you do this task now? It is the quickest test of whether a worker has cut a corner. Any “no” means stop and talk to the supervisor before starting.

Using the template on your site

Print the PDF as a pad for the ute, or use the Word version to add your logo and site-specific hazards. Collect completed forms with the job records. If a Take 5 identifies a hazard that cannot be fixed on the spot, record it on a hazard report form so it gets fixed properly.

An example: a Take 5 before ladder work

A carpenter is about to fix a missing section of fascia using an extension ladder. A proper Take 5 takes three minutes and might record:

  • Task: fix fascia board, rear south corner, from an extension ladder.
  • Hazards found: ground at the base is freshly backfilled and soft; the overhead service line to the house runs within reach of the ladder’s swing path; the plumber is working on the stormwater directly below.
  • Controls: move the job to the mobile scaffold already on site rather than the ladder; agree with the plumber to work elsewhere for twenty minutes; keep all materials away from the service line.
  • Final check: all yes once the scaffold is in place.

The value was not the form. It was noticing, before starting, that the ladder was the wrong access for that corner. That is the whole point of stopping to look.

Take 5 for apprentices and new workers

For experienced workers a Take 5 is a quick habit. For apprentices and workers new to the site or the trade, it is also a teaching tool. Walking an apprentice through their first few Take 5s, asking what they see and why it matters, builds the hazard awareness that keeps them safe for the rest of their career. Supervisors should read apprentices’ Take 5s and talk them through, rather than just collecting them.

New workers are also more likely to feel they cannot say no. Make it explicit during the site induction that a “no” answer on a Take 5 is expected and welcomed, and that the supervisor would rather stop a job than have someone start one they are not sure about.

Finally, keep the pad where people actually are. A Take 5 pad in the site shed gets used at smoko. A pad on the ute dashboard, or a form on the phone, gets used at the work face.

Preview the full Take 5 safety checklist template

Every section, field and check in the download, exactly as it prints. Edit the Word version to add your logo, delete what does not apply and add your own site-specific items.

pointCPD

Take 5 safety checklist

Stop. Look. Assess. Control. Proceed.

Doc no.
Revision
Page
__ of __

Complete before starting a task and again whenever the task, the location or the conditions change. If you answer no to any question in step 5, do not start. Talk to your supervisor.

1. Stop: the task

NameDate and time
CompanySite
Task I am about to do
Location on site

2. Look: hazards in and around my work area

#CheckYesNoDetails
Around me
1Working at height, near an edge, opening or penetration
2Overhead powerlines, services or loads
3Unstable ground, excavation or trench nearby
4Mobile plant or vehicles moving nearby
5Other trades working above, below or beside me
6Slips, trips or poor housekeeping
The task
7Hazardous materials, dust or fumes (including silica or asbestos)
8Electrical equipment or live services
9Heavy, awkward or repetitive lifting
10Hot work, sparks or ignition sources
11Noise or vibration
12Weather: heat, wind, rain or poor light

3. Assess and 4. Control

HazardRisk (L / M / H)What I will do about itRisk after (L / M / H)
ExamplePlasterer working on the floor below my scaffoldHAgree with the plasterer to clear the area, set barrier and sign below, use tool lanyardsL

Controls in place before I start

  • Area barricaded or signed
  • Isolation done and tagged
  • Right access equipment set up
  • Tools and leads inspected
  • PPE on and fitted
  • Permit in place (if needed)
  • SWMS or JSA read and signed
  • Supervisor aware of the task
  • Help arranged for heavy lifts
  • Other:

5. Proceed: final check

#CheckYesNo
1I know how to do this task safely and I am trained and competent for it
2I have the right tools, equipment and PPE, and they are in good condition
3All hazards I found are controlled
4I know what to do in an emergency and where the first aid kit is
5I would be comfortable if my supervisor watched me do this task now

Sign-off

My signatureSupervisor sighted (optional)
Template by PointCPD · pointcpd.com.au/resources/templates/take-5-checklist/Free to use, copy and adapt, including commercially (CC BY 4.0). Keep this credit line.v1.0

Download Word Download PDF

Questions builders ask

What does Take 5 stand for?

Take 5 means taking five minutes, or five steps, before a task to check it is safe. The five steps on this template are stop, look, assess, control and proceed. Some versions use slightly different words for the same idea.

Is a Take 5 a legal requirement?

No. It is an industry practice, common on commercial and civil sites and increasingly on residential ones. It helps workers meet their own duty to take reasonable care, and helps the business show risks are being managed, but no law names it.

What is the difference between a Take 5 and a JSA?

A Take 5 is a personal check by one worker in a few minutes. A JSA is a crew-level plan for a task, broken into steps with controls and responsibilities. On many sites workers do a Take 5 even when a JSA or SWMS covers the task, because conditions change during the day.

How often should a Take 5 be done?

At the start of each task, and again whenever the task, location or conditions change: after a break in the weather, when another trade moves in, or when you move to a new area.

What happens if the answer is no?

Do not start. Talk to your supervisor, fix the problem, and do the Take 5 again. A Take 5 that is always all ticks and never stops a job is not being done properly.

Do supervisors need to keep Take 5 forms?

It is good practice to collect and keep them with the job records for a period, because they show hazards were being checked, and a pattern of the same hazard is a good toolbox talk topic.

Free to use, adapt and share, including commercially

This template is licensed under Creative Commons Attribution 4.0. Copy it, rebrand it, edit it for your jobs, hand it to clients and subcontractors, or republish it. The one condition: keep the small PointCPD credit line on the document. If you publish it online, credit it like this:

<a href="https://pointcpd.com.au/resources/templates/take-5-checklist/">Take 5 safety checklist template</a> by PointCPD, CC BY 4.0

Last reviewed 14 September 2026. A template is a starting point: it becomes a compliant document only once it is completed for the actual job by people who understand the work, and kept current as the work changes. General information, not legal advice. Check the requirements of your state regulator and your contract.

Sources: Model Work Health and Safety Act (duties of workers to take reasonable care) and Safe Work Australia, Code of Practice: How to manage work health and safety risks. Take 5 is an industry practice rather than a regulated document.