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Journey management plan

For a mobile workforce, the vehicle is the workplace and the highway is the corridor between sites. Under the Health and Safety at Work etc. Act 1974, a employer's duty travels with the worker, including the hours spent alone on the road. This plan makes each significant journey a managed activity: a planned route, scheduled contact, and a response that starts the moment a check-in is missed.

Who it's for: Coordinators and managers of field crews, community teams and solo drivers in transport, utilities and community services, especially where routes leave mobile coverage.

Free to use and adapt · Last updated 2026-07-27 · No email required

When a journey plan is required

Not every trip needs a plan. Set a threshold and apply it consistently. A plan is required when any of the following apply.

  • Driving alone for more than [hours] or [km]
  • Any part of the route outside mobile coverage
  • Travel outside daylight, or outside staffed office hours
  • Remote or unsealed roads, or seasonal hazards (floodways, fire danger, ice)
  • Carrying cash, medication or attractive equipment
  • Visiting a flagged client or an unfamiliar site at the destination
  • Towing, or loads requiring restraint checks en route
  • Severe weather forecast on the route

Journey details

Driver and contact number
Vehicle, registration and fuel range
Route and planned stops Name the roads; 'heading out west' is not a route
Departure time and expected arrival
Check-in schedule e.g. on arrival, then every 2 hours on remote sections
Journey contact The person or monitoring service holding this plan and watching the clock
Known coverage dead zones on route

Pre-departure checks

  • Vehicle inspected: tyres including the spare, fluids, lights, and any known faults cleared
  • Fuel or charge sufficient for the route plus a margin, with refuel points identified
  • Route and weather checked on the day, not the day before
  • Rest breaks planned at least every 2 hours of driving
  • Journey contact has the plan and has confirmed they are actually available
  • Phone charged, with an in-vehicle charger and offline maps for dead zones
  • Water, first aid kit and seasonal gear on board
  • Fit to drive: adequate sleep, no impairing medication, the fatigue rule applied after call-outs

During the journey

  • Check in at the scheduled times, and before entering a known dead zone with an expected time out the other side
  • Report route deviations to the journey contact when they happen, not on return
  • Take the planned rest breaks; log an extra stop if fatigue arrives early
  • Do not push through deteriorating weather or road closures; divert or hold, and update the plan
  • In a breakdown, stay with the vehicle; it is easier to find than a person
  • No phone handling while driving; calls wait for stops or hands-free
  • Secure the vehicle and valuables at every stop, including brief ones
  • Cancel the plan on arrival; an unclosed journey triggers the escalation below

Missed check-in escalation

The plan is only as good as the response to silence. Times run from the missed check-in, not from when someone notices.

Time overdueActionWho
15 minutesCall the driver, then text. Check for a late check-in on any platform in use.Journey contact
30 minutesCall the destination and the last known stop. Review the last known location from vehicle tracking or a monitored duress alarm or safety app if carried.Journey contact
60 minutesEscalate to [manager]. Begin calling hospitals and the police non-emergency line along the route if indicators warrant.Manager
90 minutesReport the worker missing: 999 if there is any sign of distress, the non-emergency line otherwise. Provide the journey plan.Manager

Remote and out-of-coverage additions

  • Satellite communicator or personal locator beacon carried where the route leaves coverage for more than [minutes]
  • Water at [litres] per person per day for the worst-case wait, plus food
  • Recovery basics matched to the route: traction boards, tow points, shovel, spare wheel actually checked
  • Departure and arrival advised to a person at the destination as well as the journey contact
  • A hard-copy route note left in the vehicle so a searcher knows the intended track
  • Fire, flood and road condition services checked for the region on the day
  • First aid capability matched to the response time out there, not the standard office kit
  • Two-vehicle travel considered for the highest-risk routes and seasons

Sign-off

Plan approved by [role] on [date]. Completed journey plans are records: keep them for [period]. Review this template annually, after any missed check-in that reached the 30-minute step, and after any road incident.

How to use it

Getting the most out of this template

  • Set your thresholds in the first section before anything else. A plan applied inconsistently protects no one.
  • Make the journey contact someone genuinely watching: a monitoring service or a rostered person, not a colleague who might be in meetings.
  • Drill the escalation table once: run a fake missed check-in and time the response.
  • Close every journey. If drivers forget to cancel plans, false alarms will teach the contact to ignore real ones.

This template is general information, not legal advice. Requirements differ by jurisdiction and industry; check the guidance published by the Health and Safety Executive (HSE) and seek advice for your specific circumstances.

Questions

Frequently asked

What is a journey management plan?
A short document, completed before a significant trip, recording the route, driver, vehicle, schedule and check-in times, held by a nominated contact who acts the moment a check-in is missed. It turns 'no one has heard from them since lunch' into a response that starts within 15 minutes.
When does a trip need one?
Set thresholds and apply them consistently. Common triggers are solo driving beyond a set duration or distance, any route outside mobile coverage, remote or seasonal-hazard roads, and travel outside staffed hours. Routine urban trips generally do not need one; the point is the journeys where a problem would go unnoticed.
Who should hold the plan and watch the clock?
Someone genuinely able to respond: a monitoring service, a rostered duty contact, or a supervisor whose availability is confirmed for the journey window. The most common failure is a plan held by a colleague who is busy, off shift or unaware they were the safety net.

The template covers the paperwork. Duress covers the response.