Templates
The paperwork, free to take away. Method statements, inductions, toolbox talks, permits and accident records — the documents a principal contractor is expected to be able to produce. Free to print and use in your business.
9 templates, grouped by the job they belong to. Each one explains what the record is for and what it has to survive when somebody asks to see it.
Planning & CDM
- Construction phase plan templateA printable construction phase plan pro-forma covering the project, the arrangements for managing it, and the significant risks and how they are controlled.
- RAMS templateA printable risk assessment and method statement — the hazards and controls on one side, the sequence of work on the other, and the briefing record that proves the gang was told.
- Subcontractor competence checklistA printable checklist for assessing a subcontractor before they start — organisational capability, insurance, RAMS, the people they are sending and the evidence behind each.
People on site
- Site induction recordA printable site induction record — what the person was told, what was checked before they were let on, and their signature against it.
- Toolbox talk recordA printable toolbox talk record — the subject, what was actually covered, who attended, what they raised and what was done about it.
- Permit to workA printable permit to work for the jobs that need one — hot work, confined space, excavation, live services, roof work — with the precautions, the time limits and the hand-back on one sheet.
Records & reporting
- Site inspection recordA printable site safety inspection record — a structured walk of the site, what was found, who owns each finding and whether it was closed.
- Accident report formA printable accident, incident and near miss report form — what happened, who was involved, what was done, and whether it needs reporting under RIDDOR.
- Site diary templateA printable daily site diary — who was on site, what was done, what was delivered, what stopped work and anything that will be argued about later.