Three essential document templates that every site manager needs. Professional layouts, proper structure, ready to fill in and use on your next project.
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Three professional templates for everyday site management. Print them, photocopy them, or use them as a starting point for your own documents.
A structured format for reporting project progress to clients, principal contractors, or internal stakeholders. Covers work completed, upcoming activities, issues, and programme status.
(Brief overview of the week: key achievements, overall programme status, critical issues requiring attention)
| Trade / Activity | Location / Zone | Description of Work | % Complete |
|---|---|---|---|
| Trade / Activity | Location / Zone | Description | Start Date |
|---|---|---|---|
| Overall Programme Status | (On programme / Behind / Ahead) |
| Current Delay (if any) | (Days behind and cause) |
| Forecast Completion Date | |
| Contract Completion Date | |
| Critical Path Items |
| Ref | Issue / Risk | Impact | Mitigation / Action | Owner |
|---|---|---|---|---|
| 1 | ||||
| 2 | ||||
| 3 |
| Accidents / Incidents | (Number and brief details, or "None to report") |
| Near Misses | |
| Safety Inspections Carried Out | |
| Toolbox Talks Delivered | |
| Outstanding Safety Actions |
| Day | Weather | Workforce (No.) | Lost Time |
|---|---|---|---|
| Monday | |||
| Tuesday | |||
| Wednesday | |||
| Thursday | |||
| Friday | |||
| Saturday |
(Record any additional observations, client instructions, variation orders, or attach photographs of progress)
A structured daily record of site activities, conditions, and events. Essential for contract administration, dispute resolution, and maintaining an accurate project history.
| Time Period | Conditions | Temperature | Wind | Impact on Works |
|---|---|---|---|---|
| AM (07:00-12:00) | ||||
| PM (12:00-17:00) |
| Trade / Subcontractor | Operatives | Supervisors | Area of Work |
|---|---|---|---|
| TOTAL |
| Plant / Equipment | Quantity | Status | Activity / Notes |
|---|---|---|---|
(Detailed description of all work activities. Include locations, quantities where possible, and any deviations from the programme.)
| Time | Supplier | Materials | Delivery Note Ref |
|---|---|---|---|
| Name | Company | Purpose of Visit | Time In / Out |
|---|---|---|---|
(Record any verbal or written instructions from the client, architect, engineer, or principal contractor. Include who gave the instruction and what was agreed.)
(Record any delays to progress, disruptions to work, accidents, near misses, or other notable events. Include time lost and cause.)
A structured outline for delivering and recording safety briefings on site. Ensures consistent delivery, proper documentation, and compliance with CDM 2015 requirements.
(Explain the reason: new activity starting, recent incident/near miss, seasonal risk, regulatory requirement, or routine refresher. Be specific about why today.)
| No. | Hazard | Risk Level | Who Is at Risk |
|---|---|---|---|
| 1 | |||
| 2 | |||
| 3 | |||
| 4 |
(Describe the specific control measures in place. What PPE is required? What exclusion zones apply? What safe systems of work must be followed? What training or competence is needed? Be concrete and specific.)
| Assembly Point | |
| First Aider on Site | |
| Nearest Hospital / A&E | |
| Emergency Contact Number | |
| Fire Extinguisher Locations |
(List 3-5 key takeaway messages that attendees should remember. Keep it simple and actionable.)
1. ____________________________________________________________________________________
2. ____________________________________________________________________________________
3. ____________________________________________________________________________________
4. ____________________________________________________________________________________
5. ____________________________________________________________________________________
(Record any questions asked by attendees and the answers given. This demonstrates engagement and provides an audit trail.)
All attendees must sign to confirm they attended, understood the briefing, and will follow the control measures described.
| No. | Name (Print) | Company | CSCS Card No. | Signature |
|---|---|---|---|---|
| 1 | ||||
| 2 | ||||
| 3 | ||||
| 4 | ||||
| 5 | ||||
| 6 | ||||
| 7 | ||||
| 8 | ||||
| 9 | ||||
| 10 |
Site Manager AI creates professional progress reports, risk assessments, method statements, and more using artificial intelligence. Tailored to UK construction regulations.
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