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CDM compliance checklist

CDM compliance checklist

Stay on top of construction safety and legal requirements with this checklist. It supports you in tracking key responsibilities and maintaining health and safety standards.

Use this template
or download pdf
CDM compliance checklist

Stay on top of construction safety and legal requirements with this checklist. It supports you in tracking key responsibilities and maintaining health and safety standards.

Use this template
or download pdf

About the CDM compliance checklist

This CDM compliance checklist helps you stay on top of legal duties under the Construction (Design and Management) Regulations, making it easier to manage roles, responsibilities, and documentation across all project phases. With this template, you’ll have an organized way to monitor appointments, safety plans, and risk assessments. Whether you’re a principal contractor, designer, or site manager, it allows you to standardize compliance checks so your projects stay on track.

Key elements of the CDM compliance checklist

The checklist features the following sections for clear documentation:

  1. Project and stakeholder information: This section captures core details like the project name, location, client, CDM coordinator, principal designer, and principal contractor. Having this information readily available ensures accountability and clarity around who’s responsible for what.
  2. Planning and preparation checks: You’ll verify that key roles have been appointed, health and safety plans are in place, and you’ve gathered pre-construction information. This helps identify gaps early, reducing risks before work begins.
  3. Design and construction oversight: This part confirms that all designers and contractors have fulfilled their CDM duties. It also checks that workers have received site-specific inductions and necessary training, promoting a culture of safety on-site.
  4. Handover and closeout requirements: The final section focuses on project completion—confirming your team has prepared the health and safety file, handed it over to the client, and archived all relevant documents for future reference.

Customizing the CDM compliance checklist

You can easily edit the checklist to fit your organization’s unique needs.

First, feel free to include company-specific safety protocols. Every company has its own way of implementing safety standards. You can modify the checklist to include these protocols—whether it’s incorporating procedures for working at heights or hazardous material handling.

It’s also possible to scale the checklist to match project complexity. Not all projects require the same level of detail. A large infrastructure project with multiple contractors will need extensive sections covering role assignments, design risk assessments, and subcontractor management. In contrast, a small office renovation might only need more basic checks.

Another option is to use diverse input types. You can incorporate text entries, photo uploads, digital signatures, and even GPS tags for site verification. For example, during site inspections, uploading photos of safety hazards directly into the checklist provides real-time evidence.

Get started with Lumiform’s CDM compliance checklist today

Stay on top of construction safety requirements with this compliance checklist. It’s designed to keep your team organized, from tracking key appointments to monitoring health and safety documentation throughout every project phase. Add custom fields, assign responsibilities, and document compliance with ease—from small sites to large-scale builds.

Related categories

  • Health and safety management templates
  • Construction templates
  • Safety templates
Preview of the template
Page 1
General Information
Project Name
geolocation!!!
Client Name
CDM Coordinator Name
Principal Designer Name
Principal Contractor Name
Planning and Preparation
Has the CDM Coordinator been appointed?
Has the Principal Designer been appointed?
Has the Principal Contractor been appointed?
Has the Health and Safety Plan been developed?
Has the Construction Phase Plan been developed?
Have all Pre-Construction Information documents been obtained?
Have all Notifications been submitted to the HSE?
Design and Construction
Have all designers fulfilled their CDM duties?
Have all contractors fulfilled their CDM duties?
Have all workers received site-specific induction training?
Have all workers received the necessary task-specific training?
Have welfare facilities been provided on site?
Have the necessary risk assessments and method statements been developed?
Handover and Closeout
Has the Health and Safety File been prepared?
Has the Health and Safety File been handed over to the client?
Have all relevant CDM documents been collated and archived?

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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

What is CDM compliance?

CDM compliance refers to meeting the legal requirements set out in the Construction (Design and Management) Regulations 2015 (CDM 2015). These regulations are designed to improve health, safety, and welfare throughout construction projects. Compliance involves managing risks, clearly defining roles and responsibilities, maintaining proper documentation, and fostering safe working conditions.

Who is responsible for CDM compliance on a construction project?

CDM compliance is a shared responsibility across key duty holders, including the client, principal designer, principal contractor, and other contractors. The client must appoint competent professionals, the principal designer manages risks in the design phase, and the principal contractor oversees on-site safety. Even workers have a role in following site rules and reporting hazards.

What are common mistakes companies make with CDM compliance?

Common mistakes include failing to appoint key roles early enough, overlooking the importance of pre-construction information, and treating compliance as a box-ticking exercise rather than an ongoing process. Some companies neglect proper worker training or don’t update their health and safety files.


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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