01 PCI Master — Standard Client / Site DOCX
A reusable master for organisations that carry out repeated work and want standard client or site information written once and controlled consistently.
Book companion resources
The Pre-Construction Information Workbook
A practical guide to preparing clear, useful and proportionate PCI — from brief to tender issue.
Chris Wilkinson
Practical working documents to accompany the PCI workbook
The companion pack is designed to help readers move from the guidance in the book into a repeatable working system. It includes full and short-form PCI templates, information-gathering tools, registers, schedules and review checklists.
The files are deliberately editable. They can be adapted to suit the scale and complexity of the project, the nature of the site and the client’s own standard arrangements.
Included in the pack
- Four PCI templates for different project situations
- Questionnaires for project and operational information
- Registers for existing information, surveys, drawings and documents
- Schedules for information requirements, site constraints and logistics
- Risk, proportionality and quality-review tools
- A pre-construction site visit record
The book is currently being prepared for publication. A purchase link can be added here as soon as the Amazon listing is live.
15 downloadable files
PCI workbook companion pack
Download the complete pack above, or select the individual Word and Excel files you need below.
Core PCI templates
02 PCI Master — Blank DOCX
A clean, comprehensive PCI template ready to be tailored to a specific client, site and project.
03 PCI Short Form — Minor Works DOCX
A proportionate short-form structure for smaller or lower-complexity works where a full master document would be excessive.
04 PCI — Occupied / Operational Building DOCX
A version focused on the additional interfaces, restrictions and risks that arise when construction takes place in a live building.
Information gathering and project registers
05 PCI Information Gathering Questionnaire DOCX
Prompts the client and project team to gather the project, site, operational and existing-information inputs needed before drafting PCI.
06 PCI Information Requirements Schedule XLSX
Tracks what information is required, where it should come from, who is responsible and whether it has been received.
07 PCI Existing Information Register XLSX
Record the drawings, surveys, reports, manuals and other existing information available to the project team.
08 PCI Survey / Investigation Schedule XLSX
Plan and track surveys and investigations needed to close important information gaps before construction.
09 PCI Significant Project Risks Register XLSX
A focused register for significant or unusual project risks that need to be communicated rather than buried in generic safety text.
10 PCI Site Constraints / Logistics Schedule XLSX
Capture access, deliveries, working hours, storage, security, segregation, welfare and other practical site constraints.
11 PCI Operational Constraints Questionnaire DOCX
Identify the activities, users, services, access arrangements and operational restrictions that construction work must accommodate.
Scoping, review and site records
12 PCI Proportionality / Scoping Checklist DOCX
Helps decide how much PCI is appropriate and which sections need real detail for the particular project.
13 PCI Preparation / Quality Review Checklist DOCX
A final review tool to check that PCI is clear, relevant, project-specific, proportionate and ready to issue.
14 PCI Pre-Construction Site Visit Record DOCX
Record observations, questions, photographs or follow-up actions from a pre-construction site visit.
15 PCI Document / Drawing Register XLSX
Maintain a controlled list of the documents and drawings referenced or issued with the PCI package.