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CDM 2015 checklist

CDM 2015 checklist

Stay on top of health and safety responsibilities with this checklist. It supports you in tracking compliance, managing key duties, and documenting site conditions effectively.

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CDM 2015 checklist

Stay on top of health and safety responsibilities with this checklist. It supports you in tracking compliance, managing key duties, and documenting site conditions effectively.

Use this template with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Our CDM 2015 checklist template aids you in verifying compliance with the Construction (Design and Management) Regulations 2015 across key areas. This checklist helps ensure that you’re meeting legal obligations for each duty holder while reviewing site arrangements, competence, risk management, and monitoring processes.

According to the Health and Safety Executive, more than a third of workplace deaths in the UK happen in construction, which is why proper CDM compliance is critical. Use this template during regular site inspections to identify compliance gaps and create a manageable verification system.

Related categories

  • Health and safety management templates
  • Risk management and compliance templates
  • Construction templates
  • Safety templates
Preview of the template
Page 1
General Information
Project Name
Project Address
Client Name
Principal Designer Name
Principal Contractor Name
CDM 2015 Duty Holders
Has the client fulfilled their duties under CDM 2015?
Has the principal designer fulfilled their duties under CDM 2015?
Has the principal contractor fulfilled their duties under CDM 2015?
Planning and Management
Has the client provided the principal designer and principal contractor with pre-construction information?
Has the principal designer prepared a health and safety file?
Has the principal contractor developed a construction phase plan?
Have suitable welfare facilities been provided on site?
Site Arrangements
Are site access and egress points clearly defined and controlled?
Are site boundaries, and any permitted access, clearly marked?
Are there effective traffic management arrangements in place?
Is the site clean, tidy and well-organized?
Are appropriate first aid facilities provided?
Are emergency procedures in place and communicated to all?
Competence and Training
Have all workers on site received a site induction?
Are workers provided with the information, instruction, training and supervision necessary to carry out their roles safely?
Are workers competent to carry out the work they are assigned?
Risk Management
Have all significant risks been identified and appropriately controlled?
Have method statements and risk assessments been prepared for high-risk activities?
Are permits to work used for high-risk activities?
Are workers provided with appropriate personal protective equipment (PPE)?
Are workers using the PPE provided correctly?
Monitoring and Review
Is the construction phase plan regularly reviewed and updated?
Are regular site inspections carried out to monitor compliance with the construction phase plan?
Are any non-compliances or incidents investigated, and appropriate actions taken?

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Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

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Frequently asked questions

When should I use this CDM 2015 checklist during my construction project?

Use this checklist at multiple project stages: initially during pre-construction to verify planning compliance, then at regular intervals during construction (weekly or monthly depending on project size), at key milestone completions, when significant changes occur to the project scope, and during handover phases.

What if some sections of the CDM 2015 checklist don’t apply to my smaller project?

For smaller projects, mark truly irrelevant sections as “N/A” but be cautious about assuming sections don’t apply. Even on small projects, most CDM requirements remain relevant—just at a scale proportionate to the work. Focus on the core requirements, which apply regardless of project size.

How can I use this checklist to improve compliance if I find several “NO” answers?

Treat each “NO” as an action item requiring immediate attention. Document why the requirement isn’t being met, assign responsibility for rectification with a deadline, and schedule a follow-up check. Consider categorizing non-compliances by severity to prioritize actions, focusing first on items that present immediate safety risks or legal exposure.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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