Free downloads · Free year planner · construction and transport
The year planner that hangs next to the programme
Driver CPC training you book in October, first-aid requalifications you pin down before December, and an HGV licence medical you start months ahead. That timing is written down nowhere — except on this page: twelve months, room per month for whatever expires at your firm, plus the seasonal tips that come too late if you only read them that month.
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What's on the page
- Twelve month boxes — September 2026 to August 2027, each with lines for your own expiry dates.
- Seasonal tips per month — when to book Driver CPC, when the first-aid diaries fill up, when to do the summer-holiday check.
- Every fixed rhythm — MOT annually, tachograph calibration every two years, CSCS and Driver CPC every five, first aid every three, LOLER every six or twelve months — the whole list in the sidebar.
- Landscape A4 — made to print and pin up: next to the programme, in the site office or by the workshop door.
Why a paper planner works
Expiry dates don't get missed because nobody knows them, but because nobody sees them at the right moment. A sheet of A4 on the wall solves that surprisingly well: it hangs next to the programme everyone looks at every day anyway.
The limit of paper is the same as the limit of a spreadsheet: it says nothing by itself. That's why the seasonal tips are printed a month early — and why the next step for many firms is a system that emails by itself at 90, 60 and 30 days.
Frequently asked questions
Which inspections and certificates come round every year?
Annually: the MOT or annual test per vehicle, LOLER thorough examinations for most lifting equipment (every six months for equipment that lifts people and for accessories), and the asbestos awareness refresher HSE recommends. Every two years: the tachograph calibration. Every three years: first aid at work. Every five years: CSCS cards, SMSTS and SSSTS, IPAF, Driver CPC, the tachograph driver card and the HGV licence from age 45. Forklift refreshers follow the three-to-five-year convention rather than a fixed date.
When should I book Driver CPC periodic training?
As early in the five-year cycle as possible. The 35 hours fit comfortably into five years, but anyone who leaves it all to the final year pays premium prices and misses out on popular course dates — the spring diaries are already full in October.
How do I stop something expiring over the summer holidays?
In June, check who expires in July and August and book those refreshers before the break. A certificate that expires mid-holiday looks harmless — until the first working day after, when the gate stays shut.
Further reading
- The renewal lead times cheat sheet (PDF) — when you really need to start
- O-licence undertakings: the dates you promised to keep
- The free training matrix template (Excel)
Rather have this happen by itself?
Certly tracks certificates, inspections and licences automatically: reminders at 90, 60 and 30 days, escalation at 14 and 7, and an evidence pack at the press of a button. Trying it costs nothing.