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Planning & Development
Site Assessment Checklist
A structured checklist to record the key planning, physical and technical characteristics of a potential development site before you spend money on surveys.
What's included
- Planning context checks
- Physical site checks
- Technical constraints
- Notes and actions column
- Intended for
- Landowners, self-builders and small developers
- Format
- CSV (opens in Excel / Google Sheets)
- Version
- 1.0
- Licence
- Single-user licence for your own projects. Not for resale or redistribution.
- Limitations
- A prompt list only — does not replace professional surveys or advice.
Copyright, IP & single-use licence
Copyright remains with Carters Building Consultancy Ltd. Single-user licence for your own use on one project only.
- Copyright and all intellectual property in Carters tools, templates, guides and documents remain with Carters Building Consultancy Ltd at all times (Copyright, Designs and Patents Act 1988).
- Your download grants a single-user, non-exclusive, non-transferable licence for your own use on one project or site only, unless the product says otherwise.
- You may not copy, resell, publish, share online, rebrand or redistribute the documents, in whole or in part. Further use needs a new licence from Carters.
- Documents are general guidance only and do not replace site-specific professional advice, surveys or statutory approvals.