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The planning step involves getting everyone who will be doing the work activity and other experts to sit down and discuss the flow of the activity. This step will also involves reading and preparing any related Standard Operating Procedures (SOPs), Safety Data Sheet (SDS) and Safe Work Procedures (SWPs).

Communication is important here and everyone involves should fully understand the flow of the work process. Brainstorming and feedback from all personnel involved are important and should be discussed at this stage.