Construction phase plan template. A printable construction phase plan pro-forma covering the project, the arrangements for managing it, and the significant risks and how they are controlled.
This is the structure of a plan, not a plan. Whether yours is suitable and proportionate for your project is a judgement for somebody competent in construction health and safety, and neither this sheet nor BuildOptix makes it for you — what the platform does is keep the plan, the RAMS and the site records together and current rather than in three folders.
What is on the sheet
- Project details, the client, the duty holders under CDM and who is appointed to what
- Description of the work, the programme and the site itself
- Management arrangements: who is in charge, how people are inducted, how changes are handled
- Site rules, welfare, emergency arrangements and first aid
- Significant risks arising from the work, and the controls for each — not a generic hazard list
- A review block, because the plan is supposed to change as the job does
Why this record matters
CDM 2015 requires a construction phase plan for every project, and the plan has to be proportionate to the work. That second half is where most plans go wrong in both directions: a loft conversion with a ninety-page plan nobody reads, or a complex refurbishment with a four-page one that names no significant risks at all.
The section that distinguishes a real plan from a template with a logo on it is the significant risks. A generic list of construction hazards tells an inspector nothing and tells the people on site less. What belongs there is what is actually dangerous about this job — the live services, the fragile roof, the deep excavation, the asbestos survey nobody has done yet — and what is being done about each one.
The review block exists because a construction phase plan is a living document and is almost universally treated as a one-off. The job changes, the sequence changes, a new trade arrives with a risk nobody planned for, and the plan in the folder still describes the job as it was tendered.
This is tiered as a soft download and honestly so. Producing a suitable plan for anything beyond a simple project is work for somebody competent, and a pro-forma is a structure to work within rather than a substitute for that.
Use it with
- 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.
- 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.
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Contains public sector information licensed under the Open Government Licence v3.0. General guidance, not legal advice. Checked October 2026.