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4 free CDM checklist templates to improve site safety

4 free CDM checklist templates to improve site safety

Hero author imageBy Ima Ocon
•
February 7th, 2025
•
5 min read
Hero image

Table of contents

  • Essential CDM checklist templates
    • 1. CDM checklist template
    • 2. CDM pre-construction information pack template
    • 3. CDM 2015 checklist
    • 4. CDM compliance checklist
  • How to create a CDM checklist template in Lumiform

Construction projects are among the most high-risk work environments, and poor planning is a key factor in many workplace accidents. A CDM checklist template helps you manage every phase of a project under the Construction (Design and Management) Regulations, leading to a solid system. From identifying potential hazards to clearly defining roles and responsibilities, it keeps safety and compliance front and center.

By maintaining consistent documentation with a CDM checklist, you can boost compliance and address risks early. Use the CDM checklist templates below to streamline your project planning, with pre-made questions and a structured format.

Essential CDM checklist templates

These templates are accessible as digital forms with advanced features or as PDFs:

  1. CDM checklist template

    CDM checklist template
    Use this templateSee details
    Staying organized on a construction project can be a challenge, especially when handling safety regulations, risk assessments, and role assignments. This CDM checklist template is designed to help you manage the key requirements under the Construction (Design and Management) Regulations. It covers critical areas like hazard identification, contractor responsibilities, and site safety measures, ensuring nothing falls through the cracks. The template is fully customizable, so you can adapt sections to fit the specific needs of your project.
    Use this templateSee details
  2. CDM pre-construction information pack template

    CDM pre-construction information pack template
    Use this templateSee details
    Before any construction project breaks ground, having a comprehensive pre-construction information (PCI) pack is key to identifying risks and setting clear expectations. This CDM pre-construction information pack template helps you gather all the necessary details—site conditions, design risks, health and safety arrangements, and more—in one organized document. It’s designed to ensure that contractors and designers have the information they need to plan safely and effectively. The template is flexible, allowing you to tailor sections based on project complexity, specific hazards, or unique site requirements.
    Use this templateSee details
  3. CDM 2015 checklist

    CDM 2015 checklist
    Use this templateSee details
    Navigating the specific requirements of the CDM 2015 regulations can be overwhelming, but this checklist simplifies the process. It guides you through key compliance areas, from defining roles and responsibilities to managing risk assessments and safety protocols. With sections covering both the design and construction phases, it ensures you’re meeting all legal obligations without missing critical steps. The template is easy to modify—whether you need to add extra tasks for complex projects or adjust timelines to fit different phases.
    Use this templateSee details
  4. CDM compliance checklist

    CDM compliance checklist
    Use this templateSee details
    Ensuring full compliance with CDM regulations requires more than just checking boxes—it’s about creating a culture of safety and accountability. This CDM compliance checklist helps you systematically review whether all legal duties are being met, from pre-construction planning to on-site operations. It covers essential elements like risk management, coordination of health and safety efforts, and communication protocols between project stakeholders. You can easily adapt the checklist to fit different project scopes or regulatory requirements, adding specific checkpoints for high-risk activities or detailed notes for complex tasks.
    Use this templateSee details

How to create a CDM checklist template in Lumiform

You can make your compliance processes smoother by creating a personalized CDM checklist using Lumiform. Start by using one of the customizable templates above as your foundation, or leveraging the AI form builder to create a new form based on your prompts. From here, add, remove, or rearrange checklist items—whether you’re tracking hazard assessments or monitoring safety protocols.

To capture detailed information, choose from multiple input types, such as text fields, checkboxes, and even photo uploads to document site conditions or flagged issues.

Since construction sites are dynamic, the mobile app lets your team access and complete checklists directly on-site, ensuring real-time updates. If safety concerns arise, you can flag issues and assign tasks immediately, helping your team respond quickly to potential risks.

After inspections, Lumiform’s data analysis and reporting tools help you identify patterns, track compliance over time, and generate detailed reports—making it easier to improve site safety and streamline future projects.


Frequently asked questions

What are the key duties under the CDM 2015 regulations?

The CDM 2015 regulations outline specific duties for key roles in a construction project. Clients must manage project safety from the start. Principal designers are responsible for reducing risks during the design phase, while principal contractors oversee on-site safety and coordination. Contractors must manage risks in their work, and workers are expected to follow safety procedures.

What documentation is required to comply with CDM regulations?

Key documents include the pre-construction information (PCI) pack, which outlines project risks and safety requirements before work begins. The construction phase plan (CPP) details how to manage health and safety during the build. Additionally, keep the health and safety file up-to-date throughout the project, recording important safety information for future reference.

How do I make sure all contractors are aware of CDM requirements?

Clear communication is crucial. Include CDM requirements in project briefings and contract documents, so you set expectations from the beginning. Regular site inductions and toolbox talks keep safety protocols fresh in everyone’s mind, especially as new contractors join. Use visual aids like site notices or digital tools to share updates and track compliance.

Author
Ima Ocon
Ima is a writer and editor who specializes in technology, with experience crafting content for companies like Canva and FluentU. She's passionate about startups, remote work, and language learning, as well as the applications of AI in marketing. Currently, she is based in Asia, and she previously studied in Taiwan and Singapore.
Lumiform offers innovative software to streamline frontline workflows. With over 12,000 ready-to-use templates or custom digital forms, organizations can increase efficiency and automate key business processes. The platform is particularly user-friendly, offering advanced reporting capabilities and powerful logic functions that enable automated solutions for standardized workflows. Discover the transformative potential of Lumiform to optimize your frontline workflows. Learn more about the product

Related categories

  • Health and safety
  • Construction
  • Construction site safety

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