Aptoris

Free CDM template

Free Construction Phase Plan Template – CDM 2015

Download an editable Word template to help you create a project-specific Construction Phase Plan for CDM 2015 projects, with structured sections, guidance and worked examples.

  • Editable Word formatFully editable .docx template
  • 17 structured sectionsCovers the key project arrangements
  • Guidance + worked examplesPrompts and examples throughout
  • Designed for CDM 2015 projectsAdapt it to the size and complexity of your work

What’s included in the Construction Phase Plan template?

The template is organised into 17 sections, from document control to the site induction record. Each section explains what to include and shows a completed example.

  • Project information

    Description of the works, address, programme, working hours, F10 notification check and document control.

  • Duty holders and project team

    Client, designers, Principal Designer, Principal Contractor and contractors, plus key site contacts.

  • Management arrangements

    Cooperation and coordination, worker consultation, exchange of design information and the right to stop work.

  • Site rules and induction

    Project-specific site rules, an induction content checklist and who delivers inductions.

  • Welfare and first aid

    Toilets, washing, drinking water and rest areas, first aiders and first-aid kit locations.

  • Emergencies and incident reporting

    Raising the alarm, assembly point, emergency contacts, accident recording and RIDDOR reporting.

  • Significant risks and traffic

    Key hazards and control measures, vehicle and pedestrian segregation, deliveries and highway works.

  • RAMS and environmental controls

    RAMS submission, review and register, plus waste, dust, noise and pollution controls.

  • Monitoring, review and sign-off

    Inspection schedule, when to review the plan, plan sign-off and a site induction record.

Preview the template

Guidance where you need it. Blank fields where you don’t.

These are real pages from the Word template. Blue guidance boxes explain what each section needs, example boxes show a completed answer, and the tables are ready to fill in.

  • Site Rules page from the template, with guidance, a list of example site rules and a worked example for an occupied domestic property
    Site Rules
  • Significant Site Risks page from the template, with a hazard and control-measures table and a worked example for working at height
    Significant Site Risks
  • Monitoring and Review page from the template, with an inspection schedule, triggers for reviewing the plan and a worked example
    Monitoring & Review
  • Project Sign-Off page from the template, with a plan review record and a blank site induction record
    Project Sign-Off & Induction Record

Swipe to see more pages.

Who is the template for?

Anyone preparing or maintaining a Construction Phase Plan can use it. It is written with these readers in mind.

  • Contractors

    Create and maintain a project-specific Construction Phase Plan for construction work you manage or carry out.

  • Principal Contractors

    Use the template to structure the arrangements for planning, managing, monitoring and coordinating the construction phase.

  • Small construction businesses

    Use the guidance and prompts to build a proportionate plan around the way your project will actually run.

When is a Construction Phase Plan required?

A Construction Phase Plan is required for every project involving construction work under CDM 2015. It must be prepared before the construction phase begins, whatever the size of the project and whether or not it is notifiable to HSE.

One contractor
The contractor must draw up the plan, or arrange for it to be drawn up, before construction begins.
More than one contractor
The Principal Contractor draws up the plan, or arranges for it to be drawn up, before construction begins.

Once work starts, the plan must be kept under review and revised as the project or its risks change.

Read our plain-English guide to Construction Phase Plans

How to use the template

  1. Step 1: Download

    Get the editable Word template instantly.

  2. Step 2: Tailor it to your project

    Replace the prompts and examples with project-specific information, risks and arrangements.

  3. Step 3: Review and update

    Keep the plan under review and revise it as the project or risks change.

Construction Phase Plan template FAQs

  • Is the Construction Phase Plan template free?

    Yes. The template is free to download, with no sign-up and no email address needed. Select Download editable Word template and the file downloads straight away.

  • Is the template editable in Word?

    Yes. It is supplied as an editable Word document (.docx), so you can replace the prompts and examples, add rows and adjust sections to suit your project. It should also open in other software that supports .docx files, although formatting may vary.

  • Is a Construction Phase Plan required for every construction project?

    Yes. Under CDM 2015, a Construction Phase Plan is required for every project involving construction work, whatever its size and whether or not it is notifiable to HSE. It must be prepared before the construction phase begins.

  • Who prepares the Construction Phase Plan?

    Where there is only one contractor, that contractor draws up the plan or arranges for it to be drawn up. Where there is more than one contractor, the Principal Contractor does so. The client must ensure a plan is drawn up before the construction phase begins. The CDM Duty Holder Checker can help you work out which roles apply.

  • Can I use the template for a single-contractor project?

    Yes. A single-contractor project still needs a Construction Phase Plan. Keep it proportionate: a short, straightforward job may only need brief entries, but the arrangements the work actually needs should still be covered.

  • Can I use it for a domestic project?

    Yes, where the work is a construction project under CDM 2015. The template’s worked examples are based on a domestic extension. The domestic client arrangements change who carries out the client duties, not who prepares the plan: that is still the contractor, or the Principal Contractor where there is more than one contractor.

  • Can I customise or remove sections?

    Yes. Adapt the template to the way your project will actually run. Where an optional prompt genuinely does not apply, mark it N/A or remove it. Do not leave out arrangements the project needs, such as site rules, welfare or emergency arrangements, simply because the project is small.

  • Does completing the template make my project CDM compliant?

    No. The template is a framework for recording your arrangements. Compliance depends on those arrangements being suitable for the work and put into practice, and on the plan being reviewed and revised as the project changes. The template is not legal advice.

  • Is this an HSE Construction Phase Plan template?

    No. Aptoris is independent, and this template is not produced, approved or endorsed by HSE. HSE publishes its own guidance on construction phase plans, including CIS80 (opens in a new tab). For authoritative requirements, refer to CDM 2015 and current HSE guidance.

Guides and free tools to help you prepare the plan.

  • Free tool

    CDM Duty Holder Checker

    Check which CDM 2015 roles apply to your project, including whether a Principal Contractor is needed.

    Guidance only. Not legal advice or a definitive compliance determination.

  • Free tool

    F10 Notification Calculator

    Check whether your project is likely to be notifiable to HSE before you complete the project information.

    Guidance only. Not legal advice or a definitive compliance determination.

  • Free tool

    Does CDM Apply?

    Answer a few questions about your project to see whether CDM 2015 is likely to apply.

    Guidance only. Not legal advice or a definitive compliance determination.

Get your free Construction Phase Plan template

Download the editable Word template and create a project-specific CPP for your construction project.