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Retail unit fit-out construction phase plan example

Two finished plans, written for real-sized jobs. Read one, download it in Word or PDF, then write yours on the same blank.

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Strip-out and fit-out of a vacant single-storey retail unit

Four contractors strip an empty shop back to the landlord’s shell and fit it out. Notified to HSE.

Write the RAMS the plan refers toDownload PDFDownload Word

What to change

  • The company, client, address and every date
  • The principal designer and the date of each appointment
  • The notification line: work out your own person days
  • The contractors and their numbers
  • Welfare and the emergency routes on your site
  • Every row of the particular risks
  • The induction record: leave it empty for your own team to sign

Sources

Checked

  1. Hollins & Reed Contracting LtdRefurbishment constructionphase planRevDateWhat changedBy019 December2025First issueDan Hollins17 January 2026Cabins moved to the rear yard. Deliveries by the rear doorsDan Hollins29 February2026Rear doors repaired one leaf at a time 10 to 13 February, so theexit stays open: board deliveries held to 16 FebruaryDan HollinsWorked example of a made-up job. Not a plan for a real site.Page 1 of 5Made with ComplyOnSite
  2. Refurbishment construction phase planHollins & Reed Contracting LtdThe projectCompanyHollins & Reed Contracting LtdClientThornley Vale Estates LtdSite addressUnit 7, Tanhouse Retail Park, StockportDescription of the workStrip-out of a vacant, stand-alone, single-storey shop to the landlord’sshell, then fit-out with new services. Scheduled: 55 working days, 14people at most, 560 person days.Principal designerGreave Street Architects Ltd, appointed in writing 3 November 2025Principal contractorHollins & Reed Contracting Ltd, appointed in writing 24 November 2025Other key team membersSite manager: Dan Hollins, 0161 496 0142. Assistant: Priya Shah. Client’sagent: Owen Tattersall, 0161 496 0188.Key datesStart 12 January 2026. Strip-out done 30 January. First fix done 27February. Handover 27 March 2026.Notified to HSEYes, 15 December 2025. Notice on the site office wall.Health and safety aimsWhat this project aims for.Nobody on the job is hurt or made ill by the work. Nobody from the car park gets onto the site.Anyone on site can stop work they think is unsafe, and will be backed for it.Site rulesProtective equipment, parking, radios and phones, smoking, restricted areas, hot works.Nobody works until inducted and signed in. Boots and hi-vis on site; eye protection, gloves andmasks as your RAMS says. Park in the rear yard. Keep the gates shut. Radios off. No phones on atower or steps. No smoking or vaping on site. Nobody goes on the roof. Hot works only on a permitfrom Dan Hollins.Contractors and specialistsCompanyTradeContactStartBrinnington Soft Strip LtdStrip-outLee Bramhall, 0161 496 015112 JanuaryDavenport Rise Electrical LtdLighting and powerCallum Whittle, 0161 496 015212 JanuaryWorked example of a made-up job. Not a plan for a real site.Page 2 of 5Made with ComplyOnSite
  3. Refurbishment construction phase planHollins & Reed Contracting LtdCompanyTradeContactStartTanyard Air LtdHeating and ventilationK Tunnicliffe, 0161 496 015319 JanuaryOfferton Interiors LtdPartitions, ceilings, floors,decoratingMark Etchells, 0161 496 01542 FebruaryWorking togetherHow contractors cooperate and coordinate, regular site meetings, and how workers are involved.Site meeting for all contractors every Monday at 08:00, chaired by Dan Hollins. Handover at 16:30each day: who is where tomorrow. Each contractor gives Dan Hollins its RAMS before starting, andhe checks it against the work around it. Workers raise anything at the Monday meeting or with theirforeman, and a note of what was done goes up on the site board in the office.Site inductionSpecific to this site: the particular risks here and how they are controlled.Given by Dan Hollins or Priya Shah before anyone starts. It covers the job, who runs it, first aid,reporting accidents, daily talks, how to raise a concern, the exits, the fire points, dust and the permitfor hot works. Visitors get a short version and stay with an escort.Induction recordNameCompanyDateSignedDan HollinsHollins & Reed Contracting Ltd12 Jan 2026D HollinsPriya ShahHollins & Reed Contracting Ltd12 Jan 2026P ShahReece OllertonHollins & Reed Contracting Ltd12 Jan 2026R OllertonLee BramhallBrinnington Soft Strip Ltd12 Jan 2026L BramhallCallum WhittleDavenport Rise Electrical Ltd12 Jan 2026C WhittleOwen Tattersall (visitor)Thornley Vale Estates Ltd14 Jan 2026O TattersallKieran TunnicliffeTanyard Air Ltd19 Jan 2026K TunnicliffeWorked example of a made-up job. Not a plan for a real site.Page 3 of 5Made with ComplyOnSite
  4. Refurbishment construction phase planHollins & Reed Contracting LtdNameCompanyDateSignedMark EtchellsOfferton Interiors Ltd2 Feb 2026M EtchellsWelfare facilitiesToilets, washing, drinking water, changing and rest.Hired cabins in the rear yard, on mains water and drainage, in place before 12 January: site office,two flushing toilets, basins with hot water, soap, towels, drinking water, lockers and drying, and aheated rest room with tables, chairs with backs, kettle and microwave.Fire and emergency proceduresWhat happens in a fire or other emergency.The wired-in alarm stays on as long as possible; temporary linked call points and sounders go inbefore it comes out. Fire point at each exit. On the alarm, leave to the yard gate. Priya Shah checksthe signing-in sheet. Exits stay clear. First aiders: Dan, Priya. Ring 999, then Dan.Work involving particular risksWorkWhere it arisesThe measuresBurial, engulfment or falling from a height,particularly aggravated by the work or thesiteNot on this jobSingle storey: no floor edge, floor void, riseror shaft. Tower and step work only. Nobodygoes on the roof.Chemical or biological substances ofparticular danger, or needing healthmonitoringYes: drilling concreteand cutting blockworkExtraction, masks, COSHH assessments,health checks where needed. Asbestossurvey: none found. If unsure, stop.Ionising radiation with controlled orsupervised areasNot on this jobNo radiography or similar work.Near high voltage power linesNot on this jobNo overhead lines over the unit or the yard.Risk of drowningNot on this jobAll work is indoors, with no water nearby.Wells, underground earthworks and tunnelsNot on this jobNothing is dug.Worked example of a made-up job. Not a plan for a real site.Page 4 of 5Made with ComplyOnSite
  5. Refurbishment construction phase planHollins & Reed Contracting LtdWorkWhere it arisesThe measuresDivers on a system of air supplyNot on this jobNo work in water.Caissons with a compressed air atmosphereNot on this jobNo caissons.ExplosivesNot on this jobNo explosives or cartridge tools.Assembly or dismantling of heavyprefabricated componentsNot on this jobNo crane. Everything comes through the reardoors in pieces.Review and revisionWhen the plan is reviewed, and any significant change.Dan Hollins reviews the plan after each Monday meeting, and whenever the work, the trades or theaccess change. A new revision goes to every contractor and to the principal designer, and the tableon the cover says what changed.Worked example of a made-up job. Not a plan for a real site.Page 5 of 5Made with ComplyOnSite

The same sheet as text

Worked example of a made-up job. Not a plan for a real site.

Refurbishment construction phase plan

Revisions

  1. Rev 0, 19 December 2025First issue. Dan Hollins
  2. Rev 1, 7 January 2026Cabins moved to the rear yard. Deliveries by the rear doors. Dan Hollins
  3. Rev 2, 9 February 2026Rear doors repaired one leaf at a time 10 to 13 February, so the exit stays open: board deliveries held to 16 February. Dan Hollins

The project

  1. CompanyHollins & Reed Contracting Ltd
  2. ClientThornley Vale Estates Ltd
  3. Site addressUnit 7, Tanhouse Retail Park, Stockport
  4. Description of the workStrip-out of a vacant, stand-alone, single-storey shop to the landlord’s shell, then fit-out with new services. Scheduled: 55 working days, 14 people at most, 560 person days.
  5. Principal designerGreave Street Architects Ltd, appointed in writing 3 November 2025
  6. Principal contractorHollins & Reed Contracting Ltd, appointed in writing 24 November 2025
  7. Other key team membersSite manager: Dan Hollins, 0161 496 0142. Assistant: Priya Shah. Client’s agent: Owen Tattersall, 0161 496 0188.
  8. Key datesStart 12 January 2026. Strip-out done 30 January. First fix done 27 February. Handover 27 March 2026.
  9. Notified to HSEYes, 15 December 2025. Notice on the site office wall.

Health and safety aims

  1. Nobody on the job is hurt or made ill by the work. Nobody from the car park gets onto the site. Anyone on site can stop work they think is unsafe, and will be backed for it.

Site rules

  1. Nobody works until inducted and signed in. Boots and hi-vis on site; eye protection, gloves and masks as your RAMS says. Park in the rear yard. Keep the gates shut. Radios off. No phones on a tower or steps. No smoking or vaping on site. Nobody goes on the roof. Hot works only on a permit from Dan Hollins.

Contractors and specialists

  1. Brinnington Soft Strip LtdTrade: Strip-out. Contact: Lee Bramhall, 0161 496 0151. Start: 12 January
  2. Davenport Rise Electrical LtdTrade: Lighting and power. Contact: Callum Whittle, 0161 496 0152. Start: 12 January
  3. Tanyard Air LtdTrade: Heating and ventilation. Contact: K Tunnicliffe, 0161 496 0153. Start: 19 January
  4. Offerton Interiors LtdTrade: Partitions, ceilings, floors, decorating. Contact: Mark Etchells, 0161 496 0154. Start: 2 February

Working together

  1. Site meeting for all contractors every Monday at 08:00, chaired by Dan Hollins. Handover at 16:30 each day: who is where tomorrow. Each contractor gives Dan Hollins its RAMS before starting, and he checks it against the work around it. Workers raise anything at the Monday meeting or with their foreman, and a note of what was done goes up on the site board in the office.

Site induction

  1. Given by Dan Hollins or Priya Shah before anyone starts. It covers the job, who runs it, first aid, reporting accidents, daily talks, how to raise a concern, the exits, the fire points, dust and the permit for hot works. Visitors get a short version and stay with an escort.

Induction record

  1. Dan HollinsCompany: Hollins & Reed Contracting Ltd. Date: 12 Jan 2026. Signed: D Hollins
  2. Priya ShahCompany: Hollins & Reed Contracting Ltd. Date: 12 Jan 2026. Signed: P Shah
  3. Reece OllertonCompany: Hollins & Reed Contracting Ltd. Date: 12 Jan 2026. Signed: R Ollerton
  4. Lee BramhallCompany: Brinnington Soft Strip Ltd. Date: 12 Jan 2026. Signed: L Bramhall
  5. Callum WhittleCompany: Davenport Rise Electrical Ltd. Date: 12 Jan 2026. Signed: C Whittle
  6. Owen Tattersall (visitor)Company: Thornley Vale Estates Ltd. Date: 14 Jan 2026. Signed: O Tattersall
  7. Kieran TunnicliffeCompany: Tanyard Air Ltd. Date: 19 Jan 2026. Signed: K Tunnicliffe
  8. Mark EtchellsCompany: Offerton Interiors Ltd. Date: 2 Feb 2026. Signed: M Etchells

Welfare facilities

  1. Hired cabins in the rear yard, on mains water and drainage, in place before 12 January: site office, two flushing toilets, basins with hot water, soap, towels, drinking water, lockers and drying, and a heated rest room with tables, chairs with backs, kettle and microwave.

Fire and emergency procedures

  1. The wired-in alarm stays on as long as possible; temporary linked call points and sounders go in before it comes out. Fire point at each exit. On the alarm, leave to the yard gate. Priya Shah checks the signing-in sheet. Exits stay clear. First aiders: Dan, Priya. Ring 999, then Dan.

Work involving particular risks

  1. Burial, engulfment or falling from a height, particularly aggravated by the work or the siteNot on this job. Single storey: no floor edge, floor void, riser or shaft. Tower and step work only. Nobody goes on the roof.
  2. Chemical or biological substances of particular danger, or needing health monitoringYes: drilling concrete and cutting blockwork. Extraction, masks, COSHH assessments, health checks where needed. Asbestos survey: none found. If unsure, stop.
  3. Ionising radiation with controlled or supervised areasNot on this job. No radiography or similar work.
  4. Near high voltage power linesNot on this job. No overhead lines over the unit or the yard.
  5. Risk of drowningNot on this job. All work is indoors, with no water nearby.
  6. Wells, underground earthworks and tunnelsNot on this job. Nothing is dug.
  7. Divers on a system of air supplyNot on this job. No work in water.
  8. Caissons with a compressed air atmosphereNot on this job. No caissons.
  9. ExplosivesNot on this job. No explosives or cartridge tools.
  10. Assembly or dismantling of heavy prefabricated componentsNot on this job. No crane. Everything comes through the rear doors in pieces.

Review and revision

  1. Dan Hollins reviews the plan after each Monday meeting, and whenever the work, the trades or the access change. A new revision goes to every contractor and to the principal designer, and the table on the cover says what changed.

What a finished plan looks like

This plan is five pages long. The rear extension plan is one page: the plan grows with the job.

Revisions
Three lines: first issue and two changes, each with its date.
A plan that never changes was not kept up. Short lines are enough.
The project
The team, both written appointments, the dates and the figures for notification.
A commercial client appoints in writing, so the dates are here. 560 person days is why the job was notified.
Health and safety aims
Three aims for this job.
A slogan would fit any job. These name the car park outside.
Site rules
Rules for this site, such as the gates and staying off the roof.
Four lines. Each one is a rule someone here could break.
Contractors and specialists
Four firms, their trade, a name and a number, and the day each starts.
The table the client’s principal designer looks for first.
Working together
The Monday meeting, the daily handover and how workers raise things.
The law asks for cooperation and for workers to be consulted: these are the arrangements.
Site induction
Who gives it and what it covers.
It should be about this site, so the exits and fire points are named.
Induction record
One line a person, in the order they arrived. Only the first few are shown; everyone signs the same sheet.
Shows the induction took place. The law does not set its columns.
Welfare facilities
What is in the cabins and where they stand.
In place before the first day.
Fire and emergency procedures
How the alarm is raised through the job, where to meet, who checks the names and who to ring.
Three lines are enough for one storey with two exits.
Work involving particular risks
All ten rows answered. One applies; nine say why not.
A row left empty could mean no, or could mean nobody looked.
Review and revision
When the plan is reviewed and who gets a new one.
The plan has to keep up with the job.

What the plan leaves out

Risk assessments and method statements

HSE’s guidance (L153, Appendix 3) says the plan is not generic risk assessments or detailed method statements. Keep those as their own documents. The RAMS examples show what they look like.

The health and safety file

A separate record of the finished job, for whoever works on the building next. On a project with more than one contractor the principal designer prepares it, and it goes to the client at the end.

Pre-construction information

What the client provides about the site and the work before it starts. The plan is written from it and does not replace it.

Construction phase plan example questions

How long should a construction phase plan be?

Long enough to cover the job and no longer. HSE’s guidance asks for a plan that is relevant, sufficient and proportionate, and its busy builder leaflet says a simple plan is usually enough for small routine work.

Who signs the plan?

No source asks for a signature. The principal contractor draws the plan up, or the contractor where there is only one (CDM regulation 12), and the plan says who did and when. The client makes sure it is drawn up before the work starts. On a domestic job that duty falls to the contractor, or to the principal designer by written agreement.

Can I copy this plan for my job?

Not as it is. The job, the people and the arrangements here are made up. Start from the blank and change at least these:

  • The company, client, address and every date
  • The principal designer and the date of each appointment
  • The notification line: work out your own person days
  • The contractors and their numbers
  • Welfare and the emergency routes on your site
  • Every row of the particular risks
  • The induction record: leave it empty for your own team to sign
Is this the HSE example?

No. HSE’s leaflet CIS80 has a blank form, not a filled plan. These are worked examples of our own, and every job in them is made up.