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CDM pre-construction information pack template

CDM pre-construction information pack template

Keep your construction projects compliant and organized with this template. It helps you document key site details, identify risks, and communicate health and safety information.

Use this template
or download pdf
CDM pre-construction information pack template

Keep your construction projects compliant and organized with this template. It helps you document key site details, identify risks, and communicate health and safety information.

Use this template
or download pdf

About the CDM pre-construction information pack template

Before any construction project kicks off, there’s a huge amount of critical information to gather—site details, key contacts, potential hazards, and health and safety risks. A CDM pre-construction information pack template helps you organize all this data efficiently, making it easier to communicate essential details to everyone involved, from the client to the principal contractor. Using this template, you’ll save time, standardize documentation, and reduce the risk of missing key safety information.

Maintain a clear record with a CDM pre-construction information pack template

The CDM pre-construction information pack template simplifies how you collect, manage, and share critical project information. It features clear, easy-to-navigate sections, from site conditions to design considerations. Each section prompts you to input specific data, so you can cover all of the important considerations.

With this template, documentation becomes consistent across all your projects, making it easier to maintain compliance with CDM regulations. It helps you keep track of essential details, improves communication between project stakeholders, and reduces the risk of errors or missing information.

Plus, having everything in one organized document keeps your team aligned and leads to smoother project handovers. Whether you’re managing one site or multiple, this template keeps your workflows efficient and your projects on track.

How to use the CDM pre-construction information pack template

Here’s a quick guide to creating a clear, comprehensive overview with the template:

  1. Customize the template to fit your project. Start by tailoring the template to your specific project. Add relevant sections, remove unnecessary ones, and adjust fields to capture details like site-specific hazards, key contacts, or unique design elements. This keeps the information precise and relevant.
  2. Gather detailed information. Collect data from all stakeholders—clients, designers, contractors. Fill in sections on site conditions, existing risks, and health and safety considerations. Be thorough here, as this information forms the backbone of your project’s safety planning.
  3. Assign responsibility for updates. Designate one person to manage and update the document as the project evolves. This helps maintain accuracy, especially when new risks emerge or project details come up.
  4. Share with key stakeholders. Distribute the completed pack to everyone involved—principal contractors, site managers, and relevant teams—so they’re aligned on safety protocols and project details.
  5. Review and revise regularly. Update the template throughout the project to reflect new risks, design changes, or site conditions. This keeps safety information current and actionable.

Stay on top of project safety with Lumiform’s tools

Keep your construction projects organized and compliant from day one. This template makes it convenient to capture key project details, document potential risks, and manage site-specific information. It’s structured to guide you through critical data points, so you spend less time on admin and focus on keeping your project moving.

Related categories

  • Health and safety management templates
  • Construction templates
  • Workplace safety templates
Preview of the template
Page 1
Project Information
Project Title
geolocation!!!
Project Description
Client Name
geolocation!!!
Client Contact Details
Principal Designer Name
geolocation!!!
Principal Designer Contact Details
Principal Contractor Name
geolocation!!!
Principal Contractor Contact Details
Key Dates
Proposed Start Date
Proposed Completion Date
Any Other Key Dates
Existing Site Information
Site Boundary
Existing Structures
Existing Services
Ground Conditions
Contamination
Ecology
Existing Hazards
Design Information
Key Design Decisions
Unusual Design or Construction Methods
Temporary Works
Demolition/Dismantling Information
Health and Safety Information
Significant Health and Safety Risks
Health and Safety File Information
Residual Risks
Additional Information
Any Other Relevant Information

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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 the CDM pre-construction information pack be completed?

The CDM pre-construction information pack should be completed before construction work begins. It’s important to start compiling it early in the project’s design phase so that health and safety risks are identified and managed from the outset. The pack isn’t a one-time document—update it regularly as new information becomes available.

Do small construction projects need a CDM pre-construction information pack?

Yes, small construction projects still require a CDM pre-construction information pack if they involve more than one contractor. CDM regulations apply to all projects, regardless of size, to promote safe working conditions. While this may need less detail than for larger projects, it’s still important to document key information.

What does CDM mean in the construction industry?

CDM stands for Construction (Design and Management). It refers to the CDM Regulations, which are legal requirements in the UK designed to improve health, safety, and welfare in construction projects. These regulations outline the responsibilities of clients, designers, and contractors to manage risks effectively throughout a project’s lifecycle.


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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