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Site Setup, Induction & Logistics Templates

9 editable UK templates — procedures, plans and forms — ready to adapt for your site.

What is in this set

This set contains 9 editable documents. Each one follows the same Pro Site Docs structure — document control, revision history, purpose, scope, applicable legislation and guidance, responsibilities and competence requirements — so everything you issue on a job reads consistently and an auditor can follow it.

Every document is a Word file you edit. Nothing is locked, and nothing is pre-filled with a project name, so you adapt each one to the actual works, the actual site and the actual people doing it.

The documents

Daily Briefing Form

To provide a controlled record for daily briefing, supporting compliance, monitoring and continuous improvement on the project.

Health and Safety at Work etc. Act 1974Construction (Design and Management) Regulations 2015Management of Health and Safety at Work Regulations 1999Personal Protective Equipment at Work Regulations 1992

Loading Bay Procedure

To set out the procedure for loading bay so that it is carried out consistently, safely and to the required standard across the project.

Health and Safety at Work etc. Act 1974Construction (Design and Management) Regulations 2015Management of Health and Safety at Work Regulations 1999Personal Protective Equipment at Work Regulations 1992

Site Establishment RAMS

To define the safe system of work for site establishment so that the works are carried out without risk to the health and safety of operatives, other workers or the public, and in compliance with the relevant legislation.

Health and Safety at Work etc. Act 1974Construction (Design and Management) Regulations 2015Management of Health and Safety at Work Regulations 1999Personal Protective Equipment at Work Regulations 1992

Site Induction Record

To provide a controlled record for site induction, supporting compliance, monitoring and continuous improvement on the project.

Health and Safety at Work etc. Act 1974Construction (Design and Management) Regulations 2015Management of Health and Safety at Work Regulations 1999Personal Protective Equipment at Work Regulations 1992

Site Logistics & Delivery Management Plan

To set out how site logistics & delivery will be planned, controlled and monitored on the project.

Health and Safety at Work etc. Act 1974Construction (Design and Management) Regulations 2015Management of Health and Safety at Work Regulations 1999Personal Protective Equipment at Work Regulations 1992

Site Rules

To set out the procedure for site rules so that it is carried out consistently, safely and to the required standard across the project.

Health and Safety at Work etc. Act 1974Construction (Design and Management) Regulations 2015Management of Health and Safety at Work Regulations 1999Personal Protective Equipment at Work Regulations 1992

Site Security Plan

To set out how site security will be planned, controlled and monitored on the project.

Health and Safety at Work etc. Act 1974Construction (Design and Management) Regulations 2015Management of Health and Safety at Work Regulations 1999Personal Protective Equipment at Work Regulations 1992

Site Security Procedure

To set out the procedure for site security so that it is carried out consistently, safely and to the required standard across the project.

Health and Safety at Work etc. Act 1974Construction (Design and Management) Regulations 2015Management of Health and Safety at Work Regulations 1999Personal Protective Equipment at Work Regulations 1992

Site Setup Checklist

To provide a controlled record for site setup, supporting compliance, monitoring and continuous improvement on the project.

Health and Safety at Work etc. Act 1974Construction (Design and Management) Regulations 2015Management of Health and Safety at Work Regulations 1999Personal Protective Equipment at Work Regulations 1992

Legislation these documents reference

Taken from the documents themselves. Legislation is referenced for awareness and is current at the time of writing — always check the latest version on legislation.gov.uk and current HSE guidance.

Get these templates

These documents are part of the Pro Site Docs library. See the full catalogue and pricing, or try 5 free templates first to see how they are written before you pay for anything.

Other template sets

Templates, not certificates. Every Pro Site Docs document is an editable template written in line with CDM 2015 and current UK health & safety requirements. It is not automatically compliant on its own: a competent person must review and adapt each document for the specific works, site and conditions before it is used or submitted.