Lewis Enright Prepared for McConnell
4 September 2026 Download as PDF

Delivery plan, phase 1

Phase 1: what you get, and when

Phase 1 of the SHEQ system, as agreed: Modules 1 to 6, the attendance and access app, and the IMS and Quality brief. Work starts on Monday 7 September 2026. Six months later the system is in daily use, tested by the people who use it. Each part goes live for the teams that need it as soon as it passes their testing, job by job, rather than everything at once at the end.

Month 2, by 6 November 2026

On siteThe site app on phones, one action engine behind it, every job on the system, and training completed for requests, approvals and self-service.

Month 4, by 8 January 2027

Incidents and auditsIncidents reported and investigated in one record with the historic records across, the audit programme on your own templates, formal non-conformances, and the Worker Safety Passport.

Month 6, by 5 March 2027

The management system, testedControlled procedures, guidance, improvements and lessons learnt, the dashboard for quality and H&S together, statistics, and user acceptance testing complete.

The dates rest on a short list of decisions that only McConnell can make. Each milestone below names them, and the date they are needed by.

01

The system on one page

One system, with one Microsoft sign-in and one home page. People come from the HR system as they do today, read only. Projects are the spine: every inspection, incident, audit and action files against a job. Reminders, escalations, permissions and an audit trail run underneath all of it. The training system that is already live opens from the same place.

Eight parts. Seven of them inside the six months, and the eighth follows straight after, still inside phase 1. Under each one is the McConnell brief it comes from, so every line on this page can be traced to a document McConnell wrote.

Inside the six monthsProjectsEvery job on one system: contract number, region, team and role holders, appointed subcontractors, work packages. Everything else attaches here.Site and project managers, SHEQ, commercial.Module 2, Project Management / Project Profile
Inside the six monthsThe site app: check in and inspectOne app on a phone or tablet. Check in and out at each property. Observation reports, weekly insights, positive standards and interventions completed on site, offline, with photos. Later, incidents from the same app.Site managers, remote workers, SHEQ managers.The attendance and access app; Module 3, Safety Reports, Interventions, Positive Standards and Audits
Inside the six monthsActions and non-conformancesOne engine for anything raised anywhere in the system: a named owner, a due date, evidence, verified before it is closed. Formal non-conformances with cause, corrective action plan and effectiveness review.Everyone with an action. SHEQ and quality for non-conformances.Module 5, Actions, Corrective Actions and Non-Conformances; IMS brief section 6
Inside the six monthsIncidents and near missesReport from a phone. One record grows from a near miss into a full investigation without re-entry. RIDDOR decisions, registers, statistics, and the historic records brought across from Mango.Site teams report. SHEQ, HR and directors manage.Module 4, Incidents, Accidents, Near Misses and Investigations
Inside the six monthsAuditsSHEQ audits, company and ISO audits and internal quality audits in one place, clearly labelled which is which. Build your own templates, plan and assign, complete on site, findings straight to actions or non-conformances.SHEQ, quality, auditors.Module 3, the audit programme; IMS brief section 5
Inside the six monthsQuality and the management systemControlled procedures and policies at the level the IMS brief asks for, not the full document control module. Guidance and process pages. Improvement opportunities and lessons learnt. Management review. The dashboard for quality and H&S together.Quality, SHEQ, managers. Everyone reads.IMS & Quality Development Brief
Live now, completed inside the six monthsTraining and the Worker Safety PassportLive now for employees: the competence matrix, certificates read automatically and confirmed by a person, validity rules, bookings. Completed inside the six months: requests and approvals, the passport, authorisations, competence assurance, readiness for a project.Training administration, line managers, every employee.Module 6, Training, Competence and Worker Safety Passport
From month 7, still phase 1SubcontractorsJoins from month 7: onboarding, the digital PQQ, regional review and approval, documents and insurance with expiry, restrictions and suspensions, the subcontractor portal.Commercial, SHEQ, the subcontractors themselves.Module 1, Subcontractor Management

02

What is in use, by when

Three milestones. Each part goes live for the teams that use it as soon as it passes their testing, so the system is in use from month 2, not from month 6. Under each milestone is the half of it that is McConnell's: the decisions it waits on, and the date they are needed by. If those run late the date moves with them, and that is the only thing that would move it.

Month 2, by 6 November 2026

On site

The people on site get the app, and everything it produces lands against the right job with a named owner.

  • Projects. Every live job on the system with its contract number, region, team and role holders, appointed subcontractors and work packages. Every record below files against a job.
  • The site app: check in and inspect. Check in and out at each property from a phone, with location recorded on both. An alert to the named person when someone due on site has not checked in. Booked leave carried across from the HR system so a holiday raises no alert. Standing exceptions, such as a weekly college attendance. A live map of who is where.
  • The site app: check in and inspect. The SHEQ Manager Site Observation Report, the Site and Project Manager Weekly Insight, Positive Standards and Interventions completed on a phone or tablet, offline, with photos. A McConnell branded PDF, filed to the project. Reviewer mark-up and return for clarification. A submitted record locks.
  • Actions and non-conformances. Raise an action from any report with its source attached. Owner, action-by person, due date and priority. Evidence against the action, verified before it closes. Extensions, reminders and escalation. My Actions for each person, registers for each project and for the company.
  • Training and the Worker Safety Passport. The open items closed so the matrix is complete. Training requests and approvals. A line manager's view of their own team. Every employee sees their own record and can upload a certificate.
  • Projects. One sign-in and one home page for all of it, with the training system inside.
McConnell's part, by 9 October 2026 (end of month 1) The property list with postcodes, and who receives the alert. The content of the first four templates, and who reviews them. Who owns, verifies and closes an action, and the default due dates by priority. The live project list, and the Region, Division, Workstream and Project structure. The outstanding course names and validity rules on the training system.

Month 4, by 8 January 2027

Incidents and audits

The serious end of the system: incidents reported and investigated in one record, and the audit programme running on McConnell's own templates.

  • Incidents and near misses. One "Report a safety issue or incident" route on the phone, with plain language opening cards. One record that is reclassified and expanded as the matter develops, never re-entered. Immediate response, the injured person and a body map, witnesses and statements. Investigation levels 1 to 4. A RIDDOR decision record with the reasoning and deadlines kept. Notifications and escalation to the configured roles. Project, regional and company registers. The 680 historic Mango records brought across, with the original Mango classification kept beside the new one.
  • Audits. The audit builder: sections, questions, response types, mandatory evidence and guidance, built by authorised McConnell users without a developer. The audit programme: plan, assign, due dates, reminders and overdue escalation. Company and ISO audits and internal quality audits side by side, labelled which is which. A finding raises an action or a non-conformance without leaving the audit. Audit history and traceability back to the template version used.
  • Actions and non-conformances. The formal non-conformance: requirement, objective evidence, the statement, extent check, cause review, corrective action plan, verification and effectiveness. Domains and grading configurable per scheme. One owner and one status, visible from the quality side and the H&S side.
  • The site app: check in and inspect. The Senior Management Insight template, narrative rather than scores, as the brief asks. Incident reporting inside the same app.
  • Training and the Worker Safety Passport. The Worker Safety Passport for every employee, with a readiness status that explains itself. Formal authorisations with scope, conditions and review dates. The competence assurance record. Duplicate finder and controlled merge. Cards and qualifications as records of their own. Requirements by role, trade and project.
McConnell's part, by 4 December 2026 (end of month 3) The Taxonomy Stress Test workbook the incident brief refers to, and the crosswalk confirmed against the historic records. Incident notification recipients confirmed. The company and ISO audit schedule and auditors, and the first internal quality audit templates. Non-conformance grading per scheme. Named testers and booked windows, per job.

Month 6, by 5 March 2027

The management system, tested

Quality and H&S on one dashboard, the management system's own records in the system, and everything above tested by the people who use it.

  • Quality and the management system. One home page per role: overdue actions, audits due, open non-conformances, procedures approaching review, recurring issues, management review actions, and the H&S picture. Trends over time. Every number opens the records behind it.
  • Quality and the management system. Controlled procedures and policies, the IMS minimum in the brief's own words: a clear hierarchy, a simple list showing code, name, version and created date, the detail in a property panel, draft, review, approval, published and superseded states, revision history and effective dates, review reminders, acknowledgement, and search by code or name. Not the full document control module, which is phase 2.
  • Quality and the management system. Guidance and process pages that link to the function they describe: plan an audit, open audits, related actions. Owners and review dates. Search in natural terms, with the answer pointing back to the source.
  • Quality and the management system. Improvement opportunities from any source, with owner, priority and target date, converted to actions, effectiveness reviewed before closure. Lessons learnt captured in a structured way, searchable and linked to the procedure they affect. Recurring issues flagged across audits, non-conformances and actions. This replaces the improvement register in Mango.
  • Incidents and near misses. Accident frequency and incidence figures with the formula visible, split between employees and subcontractors using matched hours, and the high-potential roll-up. The restricted claims and insurer liaison panel. The regulatory engagement workspace. Controlled external reports and Word export.
  • The site app: check in and inspect. The template builder open to authorised McConnell users. Import an existing Word, PDF or Excel form and get a draft template. Question library and reusable answer sets. The Positive Standards library. Repeat themes and similar-record preview. Critical issue escalation.
  • Projects. The project workspace with an exception-led dashboard. Audits, inspections, incidents and actions surfaced on the project. Project search and a full audit trail.
  • Training and the Worker Safety Passport. Complete for employees: external provider framework with a manual fallback, project nomination and readiness, the access restriction record, occupational health outcome kept separate from clinical detail, permissions depth and retention, analytics.
  • Audits. User acceptance testing completed, with McConnell's site teams inside it. Every part above live for the teams that use it. The audit, improvement and incident processes in Mango switched off as each team moves, and not before the people using the replacement say it is better.
McConnell's part, by 5 February 2027 (end of month 5) The procedures and policies to load first, with owners and review periods. The guidance categories. Improvement sources and owners. The hours source for the statistics. The order in which jobs roll out.

03

From March 2027, still phase 1

Phase 1 continues after the six months, in this order. Subcontractors first, because nothing in the first six months waits on them and everything after does.

Subcontractors: all of Module 1Creation and invitation, the digital PQQ built from the current standard form, regional SHEQ review and approval, the document and insurance library with expiry, the trade and scope matrix with blocking, warnings, restrictions and suspensions, the subcontractor portal. Then the subcontractor views inside actions, inspections and incidents, and the subcontractor workforce platform in training.
The rest of the project workspaceDaily site diary, plant and equipment, material requests, project messaging, complaints and satisfaction, close-out checklist and performance review, COSHH register, temporary works appointments, weather alerts.
The Property and Unit layerAcross every module, for programmes delivered property by property, as the 1 September briefs describe.
Training, the last phaseRAMS and COSHH briefings through the passport, property context, and the live link between the passport and check-in.

04

Not in phase 1

Said plainly, so that nobody finds out in month five.

Module 7, Controlled Documents, Digital Forms and Project Records: phase 2The full document library, the digital forms library for company forms, project records and folders, handover packs, golden thread views. The Mango document register stays in use until then. The template builder in phase 1 covers safety records, audits and quality checks.
Module 8, System Area 09, and plantRAMS and Work Package Controls, Permits and High-Risk Work Controls, and Plant, Equipment and Assets. Not in the agreed phase 1 list.
The McConnell learning engineCourse authoring, video, questions, pass marks, versioned courses and certificates, Module 6's own phase 3. Not in phase 1. Bookings, providers, the passport and the rest of training are unaffected.