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Construction Phase Plan Template

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This free Construction Phase Plan template is readily available with all of the standard fields and sections you need to capture scope of work, plans, how to work together, and managing your team. The plan features a user-friendly interface that helps with the immediate completion of the form.
Need to provide attachments? This Construction Phase Plan template has a feature that allows users to upload relevant attachments, like procedures, method statements, maps, and instructions, directly into the plan. This ensures that the plan is complete and that the construction site effectively manages safety.

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Construction Phase Plan Template

What is Construction Phase Plan?

A construction phase plan (CPP) is an important document that details the health and safety risks connected with a given building project. The plan should include the site policies and procedures that will help reduce or eliminate hazards. Using a Construction phase plan, also known as a construction phase health and safety plan, can guarantee the safety of the workforce and assets on the construction site.

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Applicable Standards and Policies for Construction Phase Plan

We have already observed the wonders the construction industry has gifted humanity with. From renovated historic monuments that define cultures to futuristic skyscrapers that decorate a city’s skyline. However, building these structures would not have been possible if careful planning were not involved, especially in terms of safety. Safety is a key item that needs to be established to successfully construct a building, which is why safety regulations in the UK require construction companies to have an effective management plan for construction safety—hence, the Construction Phase Plan. Here are different mandates in the UK that necessitate the need for a Construction Phase Plan:

  • Construction (Design and Management) Regulations 2015 (CDM 2015): Regulation 12 of CDM 2015 states that a Construction Phase Plan must be present before starting any construction activity.
  • Health and Safety at Work etc. Act 1974: This act defines and enforces the duty of employers to ensure a safe and healthy workplace, especially in construction.
  • Management of Health and Safety at Work Regulations 1999: This mandate requires employers to conduct risk assessments and provide safety controls to manage hazards in the construction workplace.
  • Control of Substances Hazardous to Health (COSHH) 2002: It is sometimes inevitable that construction activities will use hazardous substances. This regulation requires employers to provide appropriate controls for these hazardous substances.
  • Working at Heights Regulations 2005: Falling from heights is considered to be one of the leading causes of workplace injuries on construction sites. This regulation requires employees to provide a concrete plan on managing fall-related risks in the workplace.

Staff Members and Parties that use Construction Phase Plan

Creating an effective Construction Phase plan requires multiple heads. This ensures that all construction targets and milestones are defined and hazards are identified and provided with the appropriate control measures. To achieve these goals, the following staff are required to join the planning sessions:

  • Client or Owner: Their role is to establish project requirements, expectations, timelines, and the vital resources needed to construct the building and provide a safe and healthy environment.
  • Project Manager: He oversees the construction progression, which includes budgeting, scheduling, planning, and communication between the contractor and stakeholders.
  • Principal Contractor: The workforce of the construction field. The contractor is primarily responsible for initiating the Construction Phase Plan.
  • Health and Safety Manager: These personnel are experts when it comes to workplace health and safety. They can contribute to suggesting appropriate control measures for identified hazards.
  • Project Engineers or Supervisors: They guide and lead the workers in completing targets, installing control measures, and managing operational risks in the workplace.
  • Environmental Officers: These personnel are experts when it comes to identifying risks that pose a negative and lasting impact on the environment. They can contribute to suggesting appropriate control measures for identified environmental risks.

Business Risks Reduced by Construction Phase Plan

Construction activities need adequate planning, especially in terms of safety. Creating a Construction Phase Plan would target both efficient project movement and effective safety management. Additionally, creating the plan can also prevent other risks that can affect a business’s standing. An effective Construction Phase Plan Template can help construction companies avoid the following business risks:

  • High costs due to non-conformance to regulations
  • Lawsuits and compensation claims
  • Project Delays due to remediation and decontamination
  • Operational and Occupant disruption due to remediation and decontamination
  • High Lost Time Incident Rate
  • Poor business reputation
  • Loss of occupants, renters, and possible buyers

Business Opportunities Created by Construction Phase Plan

Developing an effective safety management strategy, particularly for construction hazards, does not simply ensure continuous safety in a building or construction site. It also provides businesses with perks and business prospects that may assist them in strengthening their position. Employing a Construction Phase Plan will provide companies with the following business opportunities:

  • Advantages of landing more projects.
  • Good corporate reputation in terms of health and safety
  • Good performance in conformance audits
  • Lower insurance costs
  • Low construction operation disruptions
  • Increased confidence from occupants, owners, and possible buyers.
  • Stable business continuity
  • Increased marketability and property value

Important sections in a Construction Phase Plan

These are the vital sections needed inside a Construction Phase Plan:

  • Project Details
  • Project Overview
  • Project Team
  • Construction Program
  • Site Management
  • Safety and Environmental Risk Assessment
  • Emergency Response
  • Handover
  • Approvals

Tips for Writing a Construction Phase Plan

Learning how to write a Construction Phase Plan is an important part of project planning and execution in the construction business. A well-crafted plan not only assures legal compliance but also lays the groundwork for a construction project that is safe, efficient, and ecologically friendly. By following regulatory standards, processes, and best practices, project managers and construction experts can create a CPP that meets legal requirements and makes a major contribution to the successful and safe completion of projects.

Steps in creating a Construction Phase Plan

This is a step-by-step procedure for creating a complete and effective construction phase plan.

What to prepare before creating a CPP?

  • Completed inspection records
  • Building design plans and records
  • Understanding of legal requirements
  • Appointed roles and responsibilities
  • Construction progress monitoring procedures
  • Emergency Procedures
  • Training

Include a Project Details Section

This section lays out critical information about the project. It should include the following:

  • Start and completion date of the project
  • Project name
  • Site Address
  • Project manager
  • Site supervisor
  • Plan revision number

Add a project overview section

The section provides the description, scope, and key milestones of the construction project. It should include the following:

  • Project description
  • Key phase of the construction
  • Specific activity involved in each phase
  • and a description and scope on each phase of the activity

Add a project team section

This section presents the relevant staff who are involved in the construction activity. It should have the following items:

  • Names of staff
  • ID number
  • Roles
  • Staff contact number
  • Staff email

Add a construction program section

This section provides the plans and procedures for executing the construction activity. This section should have the following key items:

  • Project milestones
  • Construction activities schedule
  • Key constraints and dependencies

Add a section for construction site management

This section provides and defines key areas in the construction site. It should have the following items:

  • Important site locations
  • Person responsible for each location
  • Description of location
  • Map of each location

Add a safety and environmental risk assessment section.

This section identifies hazards and environmental risks and provides them with appropriate measures. This section should have the following:

  • Identified hazards and environmental risks
  • Potential impact
  • Likelihood score
  • Consequence score
  • Risk rating
  • Relevant control measures

Add an emergency response section

This section provides a guide on the actions needed if ever an emergency occurs. The section should contain the following:

  • Emergency Contacts
  • Emergency Procedures
  • Responsible person for each emergency procedure

Add a handover section

This presents the closeout requirements in the project. This section should have the following items:

  • Relevant closeout requirements
  • Description of each requirement
  • Responsible person for each requirement
  • Status of requirement

Frequently asked questions

Who should complete the Construction Phase Plan?

When to complete a Construction Phase Plan?

Is a CPP legally required in the UK?

Why include an environmental risk assessment in the CPP?

How to create Construction Phase Planning in an App or Software System

Construction sites vitally need a Construction Phase Plan to ensure efficiency and provide effective measures to control hazards. Dashpivot’s platform provides real-time data capture, automatic risk calculations, and integrated corrective action tracking, ensuring that it addresses identified hazards immediately. The system’s mobile features allow for immediate inspections at equipment sites, including rapid photo capturing, while cloud-based storage ensures that critical safety information is available to all relevant workers, regardless of physical location. This digital technology also allows for trend analysis across several ACMs, which helps businesses locate systemic safety issues and improve the needed control measures across the whole building.

45 minutes

Medium difficulty

How to create a Construction Phase Plan in an app?

Creating a template in an app can vastly accelerate the process of preparing and filling out the Construction Phase Plan Template. An app can be used to perform the following:

  • Creates a more professional and structured template.
  • Reduces the amount of handwritten data entry.
  • Creates a single entry point for all created plans.
  • Simple reformatting to meet new protocols or updated requirements.
  • Allows for simple formula integration.

Creating the project details section

These are the fields required in this section. All fields in this section are required.

  • A date range field for start and completion date
  • Text fields for the following:
  • Project Name
  • Client
  • Site Address
  • Project Manager
  • Site Supervisor
  • Plan revision number

Creating the project overview section

These are the steps to create this section in an app. All the fields in this section are required.

  • Add a multiple-text field to allow users to input the project description.
  • Add a prefilled table with 3 columns.
  • The first column should present the key phases of the activity. provide a prefilled text field for the following standard items:
  • Mobilisation
  • Earth works
  • Main construction
  • Services
  • Completion
  • The second column should present the activity involved in each key phase. Format this column into a text field.
  • The third column should allow users to briefly describe the phase or input notes. Format the last column into a text field.

Creating the project team section

These are the steps in creating this section in an app. All the fields in this section are required.

  • Add a default table element with 5 columns. This allows users to add more rows when needed.
  • The first column of the table should present the name of the staff. Format this column into a text field.
  • The second column should present the staff ID number. Format this column into a text field.
  • The third column should present the role of each staff. Format this column into a text field.
  • The fourth column should present the contact number for each staff member. Format this column into a text field
  • The last column should allow users to input their email. Format this column into a text field.

Creating the construction program section

This section is divided into 3 key items, which are the project milestones, construction activity schedule, and key constraints and dependencies. All the fields in this section are required. These are the steps for creating all key items in this section of the app.
Creating the project milestones table

  • Add a prefilled table element. The table should have 5 columns and 6 rows. The first row is for the table headings.
  • The first column should present the standard project milestones. Format this column into a prefilled text field with the following contents per row:
  • Mobilisation
  • Foundation completion
  • Structural works completion
  • Practical completion
  • Final completion
  • Format the second column as a text field to allow users to provide a description of each milestone.
  • Format the third column as a date field to allow users to provide the target completion date.
  • Format the fourth column as a text field to allow users to input the responsible person
  • Format the last column as a list field to allow users to select the status of the project. The list items can be integrated with colours to make the form more pleasing. Here are the list items included in this column and the colour associated with them.
  • Not started—gray
  • Ongoing-orange
  • Completed—green
  • Delayed—red

Creating the construction activities schedule

  • Add a default table element with 5 columns. This allows users to input all relevant planned activities for the project.
  • Format the first and second columns as text fields to allow users to input the activity and activity description, respectively.
  • Format the third and fourth columns as date fields to allow users to input planned start and finished dates.
  • Format the last columns as a text field to allow users to input additional comments.

Creating the key constraints and dependencies table

  • Add a default table element with 4 columns. This allows users to input all the key dependencies needed for the project.
  • All columns in this table should be formatted as text fields to allow users to input the following:
  • Constraint or dependency
  • Impact
  • Mitigation measures
  • Responsible person

Creating the site management section

These are the steps in creating this section in an app. All the fields in this section are required.

  • Add a prefilled table element. The table should have 4 columns and 6 rows. The first row is for the table headings.
  • The first column should present the important site location. Format this column into a prefilled text field with the following contents per row:
  • Site access points
  • Material storage areas
  • Traffic management controls
  • Pedestrian access
  • Site amenities location
  • Format the second and third columns as text fields to input the responsible person and location description, respectively.
  • Format the last column as an attachment field to allow users to upload PDF files of maps and procedures directly.

Creating the safety and environmental risk assessment section

These are the steps in creating this section in an app. All the fields in this section are required.

  • Add a prefilled text field and upload a photo of a legend for the risk assessment matrix.
  • Provide 2 default table elements with 6 columns. One for safety risk assessment and one for environmental risk assessment. This allows users to add more rows to accommodate all identified hazards and environmental risks.
  • For each table, the first and second columns should present the identified hazard and potential exposure risk, respectively. Format these columns into text fields.
  • For each table, the third and fourth columns should present the likelihood and consequence score, respectively. Format these columns into list fields with the following selections (format: score: likelihood-consequence):
  • 1: rare-insignificant
  • 2: unlikely-minor
  • 3: possible-moderate
  • 4: likely-major
  • 5: almost certain-catastrophic
  • For each table, the fifth column should present the equivalent risk rating. Format this column into a formula field, which multiplies the likelihood score by the consequence score. Risk Rating = likelihood score * consequence score. The equivalent risk scores are as follows:
  • 1-3: Low Risk—Acceptable, monitor, and review.
  • 4-6: Medium Risk—Manage and reduce where possible.
  • 8-12 High Risk—Action required to reduce risk.
  • 15-25 Extreme Risk—Urgent action required. Do not proceed until risk is eliminated or reduced.
  • For each table, the last column should present the needed control measures. Format this column into a text field.

Creating the emergency response section

This section has two key parts, namely the emergency contacts and procedures. These are the steps in creating this section in an app. All the fields in this section are required.
Creating the emergency contacts table

  • Add a prefilled table element. The table should have 4 columns and 7 rows. The first row is for the table headings.
  • The first column should present the important emergency roles. Format this column into a prefilled text field with the following contents per row:
  • Emergency services
  • Site supervisor
  • First aid officer
  • Nearest medical facility
  • Nearest fire station
  • Nearest police station
  • Format the second, third, and last columns as text fields to input the name, contact number, and notes, respectively.

Creating the emergency procedures table

  • Add a prefilled table element. The table should have 4 columns and 7 rows. The first row is for the table headings.
  • The first column should present the procedures and different emergency scenarios. Format this column into a prefilled text field with the following contents per row:
  • Medical Emergency
  • Fire or Explosion
  • First Aid procedures
  • Site Evacuation procedures
  • Environmental Incident
  • Utility strike incident
  • Format the second column as a text field to input the relevant document number of the procedure.
  • Format the third column as an attachment field to allow users to upload the PDF file of the procedures directly.
  • Format the last column as a text field for entering the responsible person.

Creating the handover section

This section has two key parts, namely, the closeout requirements and the outstanding items risk register. These are the steps in creating this section in an app. All the fields in this section are required.
Creating the closeout requirements table

  • Add a prefilled table element. The table should have 5 columns and 8 rows. The first row is for the table headings.
  • The first column should present the required closeout requirements. Format this column into a prefilled text field with the following contents per row:
  • Final Inspection
  • Defect closeout
  • As-built documentation
  • O&M Manuals
  • Testing & Commissioning
  • Client Training
  • Handover certificates
  • The second and third columns should be formatted as text fields to input the description and responsible person, respectively.
  • The fourth column should be formatted as a list field to allow users to select the status of the requirements. Colours can be integrated into each selection item to make the plan more appealing. Here are the selection items and their associated colours:
  • Done—Green
  • Not Done—Red
  • Format the last column as an attachment field to allow users to upload files related to the requirement.

Creating the outstanding items register

  • Add a default table element with 5 columns. This allows users to input all the outstanding items in the project.
  • Format the first two columns as text fields to allow users to input the outstanding item and responsible person.
  • Format the third column as a date field to input the deadline.
  • The fourth column should be formatted as a list field to allow users to select the status of the outstanding items. Colours can be integrated into each selection item to make the plan more appealing. Here are the selection items and their associated colours:
  • Done—Green
  • Not Done—Red
  • Format the last column as an attachment field to allow users to upload files related to the outstanding item.

Creating the approval section

These are the steps in creating this section in an app. All the fields in this section are required.

  • Provide signature fields for the following plan approvers:
  • Site supervisor
  • Project Manager
  • Client

About the author

Felmar Mantalaba

Engineering Content Writer

LinkedIn

Education:

Cebu Institute of Technology - University - Mechanical Engineering with Mechatronics

Bio:

Felmar is a mechanical engineer, whose four years of experience in the mining industry inspired him to write and share stories to progress the revolution of new technologies and create smarter, smoother ways of living.

Project Details:

Safety, Health, and Environment Management System (SHEMS) Coordination

SHEMS Coordinator at Atlas Consolidated Mining, ensuring organizational compliance with ISO 14001 and ISO 45001 standards, performing risk assessments, developing policies, and conducting audits and inspections to maintain a safe and environmentally responsible workplace.

Maintenance Management and Optimization

Senior Maintenance Manager (OIC) leading equipment maintenance and operational efficiency initiatives, reducing downtime by 10%, improving Mean Time Between Failure (MTBF) and Mean Time To Repair (MTTR) for major equipment, and managing maintenance schedules, manpower, and materials, while overseeing capital project optimization.

Inspection Engineering and Equipment Reliability

Inspection Engineer responsible for technical blueprint interpretation, vendor collaboration, preventive maintenance scheduling, and data collection for vibration and temperature readings, delivering actionable recommendations and comprehensive reports to improve equipment reliability and operational performance.

End-to-End Operational Oversight in Mining Engineering

Contributed to multiple facets of operational management, including SHEMS compliance, maintenance optimization, inspections, and capital project evaluation, integrating safety, reliability, and efficiency improvements across all stages of copper production operations.

Version History:

21 May 2026 v26-05-v1 Felmar
Content rewritten to current editorial and QA standards

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