An example plan for a fit-out contractor

Illustrative · Last checked 4 October 2026

An illustrative firm, not a client. Its answers show how the check works from start to finish.

Run it for your firm

The firm

A fit-out contractor with 35 people, 12 of them at desks most of the week. These are its answers to the check.

Illustrative, not a client

Work: Fit-out and refurbishment
People at desks: 12 of 35
Email and files: Microsoft 365
CRM: An off-the-shelf system
AI use: Some staff use it, with no agreed rules
Documents: Only inside Microsoft 365
Rate: £19.67 an hour; ONS median for full-time employees, April 2025
Jobs picked: Reports, PQQs and RAMS

The three jobs it picked

Hours a month are how often × how long each time. Cost is those hours × £19.67.

Illustrative figures. Each cost is rounded to the nearest pound; the total is worked out from the total hours.
Job	How often	How long each time	Hours a month	Cost a month
Monthly project reports	8 a month	Half a day (3.75 hours)	30.08 × 3.75 h	£59030.0 × £19.67
PQQs and bid answers	3 a month	A day (7.5 hours)	22.53 × 7.5 h	£44322.5 × £19.67
Method statements and RAMSA competent person checks and signs.	15 a month	30 minutes	7.515 × 0.5 h	£1487.5 × £19.67
Total			60.0	£1,18060.0 × £19.67

What the plan said

For this firm, the trial would use its own reports from the last three months, with each project lead approving their report.

Illustrative example. Your own plan uses your answers.

Your Site Clerk plan

For a fit-out and refurbishment firm with 6 to 15 people at desks. Illustrative answers, not a client's.

Site ClerkIllustrative

Start with your monthly project reports.

About30.0hours a month now,

which is about £590 at £19.67 an hour.

What AI would do: Pull figures and updates into your usual layout.
What stays with your people: The project lead's judgement on progress and risk.

Then look at these

PQQs and bid answersabout 22.5 hours a month (£443)
Method statements and RAMSabout 7.5 hours a month (£148)
A competent person checks and signs.

Settle these first

Agree a short AI rule before the trial. Some of your team already use AI without one.
Use the AI policy template →
Use tools that work inside your Microsoft 365, such as Copilot, so documents stay where they are.
Name who checks and signs each piece of AI work before you start.

How a four-week trial would run

Time your monthly project reports for two weeks before you change anything.
Pick one person to run the trial and one to approve every output.
Use your own documents from the last few months, not examples.
Run it for four weeks, then compare the hours and the quality.
Carry on only if it saves time and the work is as good.

Why reports came first, not PQQs

The check ranks jobs by the hours they take each month. Reports took 30 hours against 22.5 for PQQs, so they came first. A firm that bids more often would see PQQs at the top. The same check gives a different answer for every firm.

1. Monthly project reports30.0 h
2. PQQs and bid answers22.5 h
3. Method statements and RAMS7.5 h

Ranked by hours a month. Illustrative figures.

What it doesn't tell you

The plan doesn't promise how many hours AI will save. It shows what the jobs cost now and how to measure a trial. The saving is whatever the trial shows, compared with the two weeks you timed before starting.

How the check works

Run it for your own firm.

Free. About two minutes. No email needed. Any work after it is agreed separately.

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