Form library · Construction and handover
Construction phase plan template
For contractors planning construction work. Record project and team, site arrangements and significant risks. Try the form below, see every question or download a blank PDF or Word copy.
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When is a construction phase plan needed?
HSE explains that CDM 2015 requires a construction phase plan for every construction project in Great Britain. It should be proportionate to the work and prepared before the construction phase begins. The contractor prepares it on a single-contractor project; the principal contractor does so where more than one contractor is involved.
Last updated . Facts checked by the SiteSurvey team on 6 October 2026 against CDM 2015 construction phase plans and HSE planning for construction work.
Try the construction phase plan form live
Answer a few questions and watch it adapt. Your answers are not saved, and any photos you add are deleted within the hour.
This is the real form as your team would use it: questions appear as you answer, scores work themselves out and you can add photos and signatures. No sign-up needed.
Want to see one filled in? See a completed construction phase plan report (PDF), made by SiteSurvey from a fictional site visit.
Fill it in on a phone or tablet
Your team completes the construction phase plan on site in the SiteSurvey app on iPhone, iPad and Android phones and tablets. The project name and address fill in for them, it works without signal, and it syncs when the device is back online with photos kept against the question they answer.
Customers and subcontractors do not need the app: send them a link and they can fill it in from any browser.
Every question in the construction phase plan template
A construction phase plan record covering the team, programme, site rules, welfare, significant risks, emergency arrangements and revisions. 6 sections and 37 questions. Follow-up questions and guidance appear only when an answer calls for them, so the person on site never sees the ones that do not apply.
Make it your own: every question is editable
This is a starting point, not a fixed form. Once it is in your SiteSurvey account you can reword any question, add or remove questions, sections and answer options, and add your own logo, so it fits the way your team works and the jobs you do.
Details you only enter once
Add this form to a project in SiteSurvey and it fills in what the project already knows, so nobody on site retypes it and every form on the job uses the same names. Anything filled in can still be changed.
- Project: the project name
- Site or premises address: the site address, from the space or the project
- Client or organisation: the project's customer
Record details and scope
- ProjectShort answer
Filled in from the project in SiteSurvey.
Fills in from the project name - Site or premises addressShort answerFills in from the site address, from the space or the project
- Client or organisationShort answerFills in from the project's customer
- Record date*Date
- Person completing the record*Short answer
- CheckThis is a planning record to be completed and maintained by the responsible contractor. It does not replace competent planning, task assessments, method statements or specialist designs.
- CheckHSE explains that CDM 2015 requires a construction phase plan for every construction project in Great Britain. It should be proportionate to the work and prepared before the construction phase begins. The contractor prepares it on a single-contractor project; the principal contractor does so where more than one contractor is involved.
Project and team
- Description and extent of the construction work*Short answer
Describe the actual work, its boundaries and the people affected. Link the current drawings and identify anything still to be resolved before work starts.
- Planned construction startDate
- Planned completionDate
- Contractor or principal contractor*Short answer
- Principal designer, where appointedShort answer
- Site manager and contactShort answer
- Client contactShort answer
Site arrangements
- Site rules, induction and supervision*Notes
- Welfare facilities and who maintains them*Notes
- Access, deliveries, segregation and securityNotes
- How contractors coordinate activities and communicate changesNotes
- Site layout and welfare plan photosPhotos
Significant risks
- Significant riskRepeat for each significant risk. Each one asks:
- Activity and location*Short answer
- Hazard and who could be harmed*Notes
- Control measures and planning references*Notes
- Person responsible*Short answer
Emergencies and review
- Emergency arrangements, assembly point and contacts*Notes
- First aid arrangements and contactShort answer
- Changes that trigger a plan reviewNotes
- Plan revision and document referencesShort answer
- Who was briefed and whenNotes
Actions and review
- Are further actions required?*Choose one
- Yes
- No
- Further actionRepeat for each further action. Each one asks:Shown when “Are further actions required?” is “Yes”
- Action and evidence reference*Notes
- Person responsible*Short answer
- Target dateDate
- Action status*Choose one
- Open
- In progress
- Completed
- Completion evidence*NotesShown when “Action status” is “Completed”
- Outstanding limitations and information to pass onNotes
- Record status*Choose one
- Ready for review
- Further work needed
- Work or use stopped
- Reviewed byShort answer
- Review dateDate
- Author signature*Signature
- CheckSigning records the information entered. It does not itself certify legal compliance, remove a limitation or authorise unsafe work.
Scope and responsibility
This is a planning record to be completed and maintained by the responsible contractor. It does not replace competent planning, task assessments, method statements or specialist designs.
What a useful entry looks like
Description and extent of the construction work
Describe the actual work, its boundaries and the people affected. Link the current drawings and identify anything still to be resolved before work starts.
Ground-floor office refurbishment, revision A: reception and meeting rooms only. The occupied first floor is outside this work package.
Fictional example of record wording. Use the actual evidence and approved arrangements for your job; this is not a completed report or an instruction to carry out the work.
See it filled in
A completed construction phase plan report, made by SiteSurvey from a fictional site visit: every answer, the photos, the guidance that applied and the sign-off, ready to send as a PDF.
Construction Phase Plan FAQs
How should I record “Description and extent of the construction work”?
Describe the actual work, its boundaries and the people affected. Link the current drawings and identify anything still to be resolved before work starts.
Is this the same as a RAMS document?
No. The plan describes how health and safety will be managed across the construction phase. Link task-specific risk assessments and method statements in the risk records.
Can it cover a small job?
Yes. Record arrangements proportionate to the actual job; do not fill the plan with unrelated hazards or assumptions.
How are revisions recorded?
Record the plan revision, changes that require review, and who was briefed. Update the arrangements when the work or risks change.
What are the limits of this template?
This is a planning record to be completed and maintained by the responsible contractor. It does not replace competent planning, task assessments, method statements or specialist designs.
Can I complete this form on site and share the record?
In the SiteSurvey app the form works offline, with photos and signatures recorded against the questions. Share the completed record as a PDF or a link. Dates and action owners are recorded fields; this form does not send reminders or update other systems.
Related
Related templates
Templates that go with the construction phase plan form
A pre-construction information register with existing records, site constraints, significant risks, information gaps, recipients and issue revisions.
A design risk register linking design decisions, foreseeable lifecycle hazards, elimination options, residual risks, drawings and dutyholder communication.
A CDM health and safety file index with relevant residual risks, document revisions, maintenance information, outstanding items and client handover.
Record construction pre-start coordination, agreed responsibilities, outstanding information and actions before the planned work begins.
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