Planning project record sheet
A record sheet for tracking council contacts, documents, decisions, dates, drawings and evidence.
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Use This Before The Project Becomes Expensive
This resource is designed for early planning decisions. It helps you name the issue, record the obvious checks and avoid paying for drawings, applications or contractor commitments before the planning route is clear enough.
Good use
Print it, mark it up, save the source links and use it as a short agenda for a council, designer, consultant or builder conversation.
Not a decision
It is not a formal certificate, approval, legal opinion or replacement for checking the exact property, council and design.
Best next step
Use the project requirements generator when the checklist shows the route is still unclear or locally sensitive.
Work Through These First
- Create one record for the project address, route, key dates and source links.
- Track drawings, revisions, emails, council contacts and decisions.
- Keep official source checks with dates so you can see what informed each decision.
- Use the record when briefing a designer, consultant, builder or future buyer.
Planning project record sheet
Tick these off on paper or copy the text into your project notes. Keep any official links, screenshots and dates with the project record.
Project record fields
- Project address, project type and short description.
- Likely planning route and why it was chosen.
- Council contacts, application reference numbers and advice dates.
- Drawing versions, reports, certificates and decision dates.
Evidence log
- Official source links checked and date checked.
- Photos, measurements, sketches and correspondence.
- Questions still unresolved before spending more money.
Things Worth Avoiding
- Keeping planning evidence scattered across emails, screenshots and drawings.
- Losing the reason a route was chosen.
- Not recording which drawing version was submitted.
- Forgetting source links that may matter at sale or appeal stage.
Questions To Put To The Council Or A Professional
- What evidence would I need to explain the route later?
- Which dates and references should be kept with the project?
- What is still uncertain before the next paid step?
Official Sources Worth Opening Next
Use these as starting points and then check the relevant council page for the property. Rules, validation requirements and local controls can change by authority and site.
Clean Citation Text
Use this when sharing the resource with a neighbour, designer, builder or adviser.
General Guidance Only
This worksheet is a project organisation aid and does not prove planning compliance.
Before relying on a borderline route, confirm the latest position with official sources, the local planning authority or a suitable professional.