The Complete Site Folder — 21 Editable CDM Site Management Forms, 6 Works Letters & Site Manager's Guide
🚧 Launch offer — 20% off for the first 20 orders. Use code SITEREADY20 at checkout.
Everything you need to run a construction site properly — from the day before you start to the day you hand over.
If you manage sites or run a small building firm, you already know the job isn't just the work — it's the paperwork that protects your programme, your margin and your people. This pack gives you the whole set, done properly, in one consistent, professional style you can brand as your own.
What's inside — 21 site forms, grouped by when you use them:
Before work starts — Contractor Pre-Start · RAMS Review · Site Induction · Site Emergency Contacts · Permit to Work · Room Finishes & Choices Schedule
Running the site — Weekly Site Diary · End of Day Checks · Progress Report · Site Audit · Goods Received Record · Waste Transfer Log
Events, instructions & safety — Accident / Incident Report · Electrical Isolation Certificate · Confirmation of Verbal Instruction (CVI) · Request for Information (RFI)
Commercial & handover — Purchase Order (+ a ready-to-use Excel PO register) · Application for Payment · Snagging Sheet · As-Built Drawings Register · O&M Manual template
Works letters — six ready-to-send letters you can copy, fill in and put on your own letterhead: request for quotation to a contractor · appointment and instruction to proceed · progress chaser · notice of upcoming works to residents · works progress update to residents · acknowledgement of a concern or complaint. Business letters, not statutory notices.
Plus — the Site Manager's Guide (9 pages). Not a leaflet. A proper walk-through of how to run a site well, start to finish — pre-start information, costs and purchase orders, RAMS and inductions, records, materials and waste, RIDDOR, handover — and a full "Money on site" chapter on valuations, cash flow, variations, retention and the final account, written by someone who's actually done it.
Make it yours in minutes. Every form carries a [YOUR COMPANY NAME] and [YOUR LOGO] placeholder — add yours once and the whole pack becomes your branded site folder. Print and fill by hand on site, or type into the editable versions.
Who it's for: site managers, small and medium building contractors, and anyone who needs a consistent, professional set of CDM site-management documents without building them from scratch.
Formats: print-ready PDF forms + an editable Excel PO register.
Please note: these are generic, adaptable templates and record-keeping aids — not legal, tax or safety advice. Review each for your project with a competent person and take professional advice where needed (an accountant on CIS/tax, a solicitor on higher-value contracts, a competent electrician for isolation). They support CDM 2015 record-keeping but do not replace a Fire Risk Assessment, an asbestos survey or any statutory inspection.