Run small sites safely day to day and hand every job over cleanly
The Site Safety and Handover Kit gives small builders and trades every file for the site safety routine and the close-out: set-up, RAMS, inductions, daily checks, toolbox talks, inspections, near misses, snagging, certificates and the handover file.
- A 19-sheet Site Safety and Handover Workbook: site register, risk register, inductions, daily checks, inspections, actions, toolbox talks, equipment, incidents, subcontractors, snags, certificates and two dashboards
- 5 fillable PDF forms (21 pages), including a RAMS template for your competent person, a weekly inspection form, a near-miss record and a handover snag sheet
- 32 ten-minute toolbox talks, 37 site messages and scripts, 4 brand-ready letters and a handover file template with 7 defects-period letters
- An 8-page print pack for the site wall: rules poster, emergency board, daily check card, toolbox talk card, snag tags and more
The Site Safety and Handover Kit · Bodhih Pro Kits · 243 by Bodhih Training, trainers to 2,000+ companies since 2008.
How do you run site safety on a small construction job?
Set the site up before day 1, have a competent person complete or review a risk assessment and method statement for each significant task, induct everyone, run a ten-minute check every morning and a toolbox talk every week, inspect weekly, log near misses without blame, then snag and hand over a complete file. The Site Safety and Handover Kit from Bodhih Training gives you a file for each step.
Want the full free guide first? Read How to Run Site Safety on a Small Construction Job.
You already feel the problem. Here is what it is costing you.
The paperwork lives in vans and phones
Risk assessments, induction sheets, toolbox talk signatures and certificates are spread across inboxes, glove boxes and memory. It holds until a client, an inspector or an insurer asks for something.
RAMS nobody reads
Generic risk assessments copied from the last job do not mention the hazards on this one. A structured, site-specific template that your competent person completes and the team signs is a different thing.
Toolbox talks that are signature collection
Reading a sheet aloud to people who are waiting to start work changes nothing. Ten minutes of the right questions about this site does.
Near misses nobody mentions
If reporting gets someone told off, it stops. Then the first warning you get is an injury.
Handover files built the night before
Missing certificates, unregistered guarantees and no record of where the pipes run make a good job end badly, and drag the defects period out.
Picture the next few weeks with the kit open beside you.
Imagine next Monday at 7.45. You open the daily check card from the van, walk the site in ten minutes and type the result into the workbook on your phone. At 8.00 you run a toolbox talk from the pack, about the work actually happening this week, and the team does most of the talking.
As you fill in the Site Register and the Subcontractors sheet this week, you can see who is ready to start, which insurance expires next month and which certificates you still need. When a near miss happens, the record takes five minutes, the reporting-duty check is done the same day and the lesson goes into next Monday's talk.
Picture the last Friday of the job. Your own walk-round was three days ago. The client walk-round produces a short list, each snag with a photo and a date. The handover file has been filling since week one, so tonight is not spent searching inboxes. You hand over a complete file with your name and logo on the cover.
Whether you start with the workbook tonight or with the print pack tomorrow morning, the routine is ready to run within the first hour.
20 files that do the work for you
The e-book shows you how. The tools make it happen. Here is exactly what you download.
The Site Safety and Handover Kit (e-book, PDF)
The guide: methods, worked examples, scripts and exercises
Start here: site safety and handover map
The whole job in ten steps with the file for each, your first hour, your first week, a 30/60/90 day plan and the 'Brand it in five minutes' list.
Site Safety and Handover Workbook
19-sheet workbook: settings, site register, risk register, inductions, daily checks, weekly inspections, findings and actions, toolbox talks, PPE and equipment, incidents, subcontractors, snag list, certificates, KPI by week, two summaries and two dashboards with charts.
Inspection actions and snag close-out tracker (phone)
5-sheet narrow workbook for one job, made for a phone on site: findings with due dates by risk, snags with photo references, and a 'before you leave site' view with a chart.
Site set-up checklist and induction record
Five-page fillable form: site details and emergency arrangements, the set-up checklist (welfare, access and segregation, signage, storage, waste, first aid, fire, public and occupied-home protection), a sign-off, a worker induction record and a visitor sign-in and briefing sheet.
Risk assessment and method statement (RAMS) template
Five-page fillable RAMS template for the competent person to complete: task and scope, hazards with controls by hierarchy level and residual rating, the method statement sequence, a specific-hazard checklist (work at height, manual handling, dust and silica, asbestos stop rule, hot works, power tools, excavation, occupied homes), a briefing sign-off and a general permit to work.
Daily start-of-day check and weekly site inspection form
Four-page fillable form: a one-week daily start-of-day check grid, a lone-worker check-in log, a 12-area weekly inspection with findings and actions, and the weekly sign-off.
Near miss and incident record
Three-page fillable record: what happened and the immediate response, a reporting-duty check, a simple investigation (facts, why it could happen, controls by hierarchy level), actions and how the lesson was shared.
Handover walk-round and snag sheet
Four-page fillable form: walk-round plan, a room-by-room snag sheet with photo references, the certificates and handover file checklist, and the handover and defects-period sign-off.
Toolbox talk discussion prompts pack
32 ten-minute toolbox talks written as discussion prompts (why it matters, four questions, something to show, one thing to agree), each with a sign-off table, plus the five-step method and a calendar of topics.
Site message and letter library
37 messages and scripts in 7 groups (rules reminders, unsafe-act conversations, incident follow-ups, document and certificate requests, occupants and neighbours, wellbeing and lone working, snagging and handover), 4 brand-ready letters including the subcontractor safety information request, and a one-page site safety commitment with 11 sections.
Handover file, home manual and defects letters
A brand-ready handover file and home manual template in 11 sections (contacts, work done, certificates, guarantees, care, as-built notes, where things are, maintenance calendar, attachments, defects process, receipt) and 7 defects-period letters with a six-step callback process.
Worked example pack: a loft conversion from set-up to handover file
One fictional loft conversion in an occupied family home shown completely: set-up and emergency board, a RAMS row, inductions, daily and weekly checks, toolbox talks, the asbestos stop, a completed near-miss record, snagging, certificates, the handover file, the defects period and the job's numbers.
AI prompt pack for site safety and handover
28 tool-agnostic prompts grouped by the 8 stages of the job, each with what to paste in and what to check, plus the human review rule: a competent person decides.
Stop-work decision card and mistakes to avoid
Two pages: 14 stop-work situations with the first action for each and the words to stop a job, then 15 common mistakes with what to do instead.
Numbers that matter: site safety KPI card
The 14 numbers the job runs on: plain-words definition, exact formula, where each lives in the workbook and what to do when it moves.
Site safety rules by country (correct at October 2026)
Dated country notes: regulators, incident reporting duties, notifiable work, CDM-style duties, asbestos guidance, heat rules and wellbeing helplines, with what to check where you work.
12-week site safety calendar
97 events for a 12-week job: the daily start-of-day check, a Monday toolbox talk (with a suggested talk each week), the Friday inspection and numbers, monthly checks, and the certificate, snagging and handover milestones. Import into a new calendar and move to your dates.
Site safety task board
33 set-up, weekly, monthly, handover and defects-period tasks as a CSV ready to import into Trello, Asana, Notion, Planner or Jira, each naming the file to open, with due dates.
Site wall and briefing print pack
8 A4 pages to print, laminate and put up the day you print them: site rules poster, emergency and who-to-call board, daily start-of-day check card, toolbox talk briefing card, snag tags, stop-work poster, near-miss poster and two door signs.
Chapter by chapter
Each chapter opens with a real situation, gives you a method and ends with something to do today, using the tools in your kit.
- Format
- PDF e-book + XLSX + fillable PDF + DOCX + printable PDF + ICS + CSV
- Files
- 20 files plus a one-click ZIP
- E-book
- 60 pages
- Works with
- Excel, Google Sheets, LibreOffice, Word, Google Docs, Acrobat Reader, Google Calendar, Outlook, Apple Calendar, Trello, Asana, Notion
- Best for
- Small building and renovation firms and trades businesses, sole traders to about 25 people, on domestic and light commercial jobs
- Countries
- Method works anywhere; dated notes for the UK, US, Australia, Canada, India, Singapore, UAE, South Africa, Philippines and others
The Folder That Wasn't There
Why small sites need a routine rather than a memory, and the ten-step loop from set-up to the end of the defects period.
Setting Up a Small Site Properly
The set-up check in four passes: welfare, access, signage, storage, waste, first aid, fire and protecting the family in an occupied home.
Risk Assessments and Method Statements People Read
The hierarchy of controls, scoring risk before and after controls, a RAMS structure the competent person completes, permits and the asbestos stop rule.
Inductions and Subcontractor Safety Information
Inducting workers, subcontractors, visitors and the family, and collecting subcontractor safety information before anyone starts.
The Daily Check and the Weekly Inspection
The ten-minute start-of-day check, the twelve-area weekly inspection, actions with owners and verification, and the equipment register.
Toolbox Talks That Start Conversations
Ten-minute talks that start conversations: hook, ask, show, agree, sign, with a calendar of topics and AI as a drafting aid.
Near Misses, Incidents and a Reporting Culture
Building a reporting culture, recording near misses and incidents, checking reporting duties the same day and finding causes you can fix.
Lone Working, Weather and Wellbeing
Lone-worker check-ins, heat and cold, and mental health and wellbeing on site, with helplines in the dated sheet.
Snagging Without the Drama
Snagging as a calm process: walk, photo, tag, assign, fix, verify, close, and snagging as you go.
The Handover File and the Defects Period
Building the handover file as the job runs, practical completion, retentions and the defects period, and a six-step callback process.
Apps, AI and the Numbers That Matter
Site safety app categories, where AI helps and where a competent person decides, and the leading numbers to read every Friday.
The Job That Closes Cleanly
What a clean close-out looks like when the routine carries the details.
The Weekly Routine on One Page
The daily, weekly, monthly and close-out routine on one page.
Plain-Words Glossary
Plain-words definitions of the terms used on small sites.
Not just reading. Tools you will actually open again.
E-book
- The Site Safety and Handover Kit e-book: about 9,900 words, ten chapters, six diagrams, a weekly routine on one page and a plain-words glossary
Start here
- 00-Start-Here-Site-Safety-and-Handover-Map: the whole job in ten steps with the file for each, your first hour, your first week, a 30/60/90 day plan and 'Brand it in five minutes'
Workbooks
- Site Safety and Handover Workbook (19 sheets): settings, site register, risk register, inductions, daily checks, weekly inspections, actions, toolbox talks, PPE and equipment, incidents, subcontractors, snag list, certificates, KPI by week, two summaries and two dashboards with charts
- Inspection actions and snag close-out tracker (5 sheets), narrow and made for a phone on site
Fillable PDF forms
- Site set-up checklist and induction record (5 pages)
- Risk assessment and method statement (RAMS) template (5 pages)
- Daily start-of-day check and weekly site inspection form (4 pages)
- Near miss and incident record (3 pages)
- Handover walk-round and snag sheet (4 pages)
Word templates
- Toolbox talk discussion prompts pack (32 talks with sign-off tables)
- Site message and letter library (37 messages and scripts, 4 brand-ready letters including the subcontractor safety information request, and a one-page site safety commitment)
- Handover file, home manual and defects letters (an 11-section brand-ready home manual and 7 defects-period letters)
- Worked example pack: a loft conversion from set-up to handover file
- AI prompt pack for site safety and handover (28 prompts with the human review rule)
Cheat sheets
- Stop-work decision card and mistakes to avoid (14 stop-work situations, 15 mistakes)
- Numbers that matter: site safety KPI card (14 numbers with exact formulas)
- Site safety rules by country, correct at October 2026 (regulators, reporting duties, notifiable work, asbestos, heat rules, helplines)
Print pack
- Site wall and briefing print pack (8 A4 pages): site rules poster, emergency and who-to-call board, daily start-of-day check card, toolbox talk briefing card, snag tags, stop-work poster, near-miss poster and two door signs
Calendar and import
- 12-week site safety calendar (97 events, ICS)
- Site safety task board (33 tasks, CSV for Trello, Asana, Notion, Planner or Jira)
When you have worked through it, you will be able to…
Every outcome is practised with a worked example and a tool, not just described.
- Set up a small site, including an occupied home, with a four-pass checklist and an emergency board on the wall
- Give your competent person a structured RAMS template and keep a risk register with controls by hierarchy level
- Induct workers, subcontractors, visitors and the family, and know which subcontractors are ready to start
- Run a ten-minute daily check and a weekly inspection, with every finding owned, dated and verified
- Lead ten-minute toolbox talks that get the team talking
- Record near misses and incidents, check the reporting duty the same day and turn each one into a lesson
- Snag and close out a job with photos, tags and dates, and hand over a complete file with your brand on it
- Read the leading numbers every Friday and set your own targets from your own records
Know your starting point. Prove your progress.
People who measure before and after improve faster and can show it. AssessAll, our sister assessment platform, has AI-graded assessments that pair with this kit. Take one now, work through the kit, then re-take it.
Frontline Safety Leadership Judgment
Take the assessment →AssessAll assessmentSpeak-Up: Raising a Concern and Hearing One
Take the assessment →AssessAll assessmentAttention to Detail & Error Checking
Take the assessment →JobularyIf-then plans that make habits stick (Jobulary)
Make it a growth plan →A taste of Chapter 6
A near miss is an event that could have hurt someone but did not. An unsafe condition is something on site that could cause harm; an unsafe act is something someone did that could. Together, call them good catches. They are free lessons. The causes of a near miss are usually the same causes that, on a worse day, hurt someone. People only report them when reporting is safe and useful. If the first near miss reported leads to someone being told off, it will be the last. The safety researcher James Reason wrote about the idea of a just culture: one where people are not blamed for honest errors and are encouraged to report them, while deliberate recklessness is still dealt with. On a small site that means one thing in practice: thank the person who reported it, in front of the team, and fix the cause.
The honest comparison
| Free templates and typical advice | This kit | |
|---|---|---|
| Risk assessments | A generic template or a copied RAMS | A structured RAMS template for your competent person, plus a risk register with controls by hierarchy level and a decision column |
| Toolbox talks | Sheets to read aloud | 32 discussion-prompt talks with a five-step ten-minute method and a laminate-ready card |
| Inspections | A tick-box list with no follow-up | Daily and weekly checks feeding an actions log with owners, due dates by risk and second-person verification |
| Near misses | An accident book | A near-miss record, a same-day reporting-duty check, a 'why' worksheet and a good-catch rate per 1,000 hours |
| Snagging | A list on the back of a drawing | Walk-round sheet, printable snag tags, phone tracker and a snag summary by trade |
| Handover | Whatever paper is in the van | A certificates tracker, a brand-ready home manual and seven defects-period letters |
| Country rules | Assumes one country | Universal method, with specifics in one dated sheet that names regulators and what to check |
Made for you if…
- Owners and office managers of small building and renovation firms, from sole traders to about 25 people
- Site leads and foremen on domestic and light commercial jobs, including occupied homes
- General contractors doing extensions, loft conversions, kitchens, bathrooms and refurbishments
- Trades businesses: electricians, plumbers, joiners, decorators, tilers, roofers, HVAC engineers, landscapers and handymen
- Anyone who has assembled a handover file the night before and wants a better way
Probably not for you if…
- Large contractors who already run a full safety management system with dedicated safety staff
- Homeowners managing their own project (The Renovation Project Manager and Self-Build Owner's Kit is for you)
- Anyone looking for structural, electrical, gas or fire design advice, or a substitute for a competent person
Built by trainers, tested in real rooms.
Bodhih Training has designed and delivered corporate programmes since 2008. Bodhih Pro Kits package what works in those workshops into a guide plus the exact tools we use, so you can apply it the same day without a facilitator in the room.
From here to using it in three steps
- STEP 1
Tap Get the kit
Name, email and country. UPI, card or netbanking in India; international cards everywhere else. No account to create.
- STEP 2
Download instantly
Your download page opens at once, with every file and a one-click ZIP. A permanent link lands in your inbox too.
- STEP 3
Open the first tool
Start with the quick-start chapter, then the main spreadsheet or planner. Most buyers use something from the kit the same day.
Make Monday's check the start of a cleaner job
Open the Start-here map, do your first hour and put the emergency board on the wall. Whether you begin with the workbook tonight or the print pack in the morning, every step of the job already has a file.
Personal licence for the buyer's own use (and use with your own team or clients where the kit says so). Please don't share or resell the files. Team and company licences: solutions@bodhih.com.
What buyers say
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The Bodhih family, when you are ready for more
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Run every job from a single file.
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AssessAll
250+ AI-graded assessments to measure skills and earn verified credentials.
Jobulary
Individual development plans that start from evidence and stay yours.
Bodhih Training
Run this topic as a live workshop for your team, in person or online.
Pewple
Book a vetted coach for career, leadership or communication. Pay per session.
Bodhih.org pathways
Certification pathways in Applied AI, Workplace English and management.
The Site Safety and Handover Kit: FAQs
Read the free guideAlready bought? Resend my linkCan I use this with my staff, subcontractors or crew?
Yes. Within your own business you can use the forms, talks, posters and workbook with your staff and the subcontractors on your sites under the personal licence. Company-wide and multi-site licences are available from solutions@bodhih.com.
Does it work in my country?
The method works anywhere: set-up, RAMS, inductions, checks, talks, near misses, snagging and handover are universal practice. The dated country sheet covers named countries, including the UK, US, Australia, Canada, India, Singapore and the UAE. Safety law, reporting duties and licensing differ and change, so check your national regulator and a competent person where you work.
Will this make my site compliant?
No template can do that. The kit helps you organise your safety routine and records. A competent person completes or reviews your risk assessments and method statements, and your national regulator sets the rules. The kit gives no structural, electrical, gas or fire design advice.
What is a RAMS and who should write it?
A RAMS is a risk assessment and method statement: the hazards of a task, the controls decided and the safe sequence of work. It should be specific to the site and task and completed or reviewed by a competent person. The kit gives you a structured template and a risk register; the method comes from the people qualified to do the work.
How do I run a toolbox talk that people listen to?
Keep it to ten minutes, make it about this site and this week's work, and let the team do most of the talking: hook, ask, show, agree, sign. The kit includes 32 talks written as discussion prompts and a laminate-ready card for the site lead.
What should go in a construction handover file?
Contacts, a summary of the work, certificates and test records from the qualified trades, guarantees and how to register them, makers' care instructions, as-built notes of hidden pipes and cables, a maintenance calendar and how to report a defect. The kit's template has all eleven sections with your header line.
Do I need an app?
No. The workbook, phone tracker, forms and print pack cover the routine for a small firm. Chapter 10 explains the categories of site safety apps so you can decide whether one solves a problem you have.
Can I use AI with this kit?
Yes, as a drafting aid. The prompt pack has 28 prompts for drafting talk questions, summarising inspections and cleaning up snag lists. AI never approves a RAMS or decides whether an incident is reportable; a competent person reviews anything about how work is done safely, and you never paste personal information.
How can I measure my starting point?
If you want to measure your starting point, AssessAll offers related assessments sold separately: Frontline Safety Leadership Judgment, Speak-Up: Raising a Concern and Hearing One, and Attention to Detail & Error Checking. They suit site leads, supervisors and anyone who keeps records and snag lists.
How do I make the daily check and the Monday talk stick?
Tie each to a fixed cue: 'When I arrive on site, I do the check before I unload.' Jobulary explains if-then plans like this and how to turn them into a development plan: https://jobulary.com/blog/implementation-intentions-if-then-plans-at-work
How much does The Site Safety and Handover Kit cost?
₹999 including 18% GST for buyers in India, or $29 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
How do I get the files after paying?
Instantly. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. Download each file separately or everything in one ZIP.
What software do I need?
Any of the usual tools: Excel or Google Sheets for spreadsheets, Word or Google Docs for templates, Adobe Acrobat Reader, Preview, Xodo or GoodNotes for the fillable PDFs, and Google, Outlook or Apple Calendar for the calendar plan.
Can I get a refund?
Because it is a digital download, kits are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Can my company buy this for a team?
Yes. Team and company licences, and workshops on this topic run by Bodhih Training, are available. Write to solutions@bodhih.com or call +91 99000 11601.
