Site Management, Planning and Records Pack - 29 Documents: Construction Phase Plan, Look-ahead, Site Diary, Registers, Progress Reports

The site manager's working file: a construction phase plan with a full worked example, a two-week look-ahead, site diary, labour, plant, delivery and weather records, site instructions, the registers that keep drawings, RFIs, correspondence and subcontractors under control, and the weekly and monthly reports and meeting minutes that prove how the job was run - 29 documents, 34 files.

01 Planning: SM-P01 Construction Phase Plan template structured to CDM 2015 regulation 12 and L153 Appendix 3, with SM-P02 the completed 11-page worked example; SM-P03 two-week look-ahead with hold point and permit markers; SM-P04 site logistics plan checklist; SM-P05 site establishment and mobilisation checklist (65 items, welfare to CDM Schedule 2); SM-P06 resource histogram and labour forecast with charts.

02 Daily records: site diary (one-page Word template with worked example, and a four-week Excel workbook with weather and ground dropdowns), daily labour return with weekly summary, plant register and daily plant return with LOLER examination dates, goods received note and delivery register, twelve-month weather record with NEC-style measurement totals, site instruction / confirmation of verbal instruction and its register.

03 Registers: drawing register with superseded control, RFI and technical query register with ageing and overdue flags, correspondence register, hold point and permit look-ahead linking programme activities to ITP lines, subcontractor register with insurance expiry and RAMS status, visitor and delivery booking sheet, photographic record log.

04 Meetings and reporting: weekly progress report, progress meeting agenda and minutes (12-item standing agenda), subcontractor coordination minutes, daily coordination briefing, action log with overdue formatting, monthly client report, risk and issue register with 5x5 scoring. Templates and worked examples for each.

All worked examples sit in the same project week and cross-reference each other - the diary day, the deliveries, the photographs, the instructions, the RFIs, the hold points and the meeting actions all agree. CDM 2015 regulations and schedules were checked line by line on legislation.gov.uk before release.

Format: 16 Word documents and 18 Excel workbooks, branded header and footer with document control. Edit freely for your own sites under the single-company licence included.

Built by StructAssure Ltd - Chartered construction and quality professionals (MCIOB, CQP MCQI, MAPM). Checked line by line before release.