Templates, Checklists and Examples

A travel plan: section by section

Updated 7 min readBy PlanScope Editorial Team

A travel plan is a management document with targets, a named coordinator and a monitoring regime. Section by section, what it needs to survive monitoring.

A travel plan is a management document with targets, a named person responsible for them, and a monitoring regime that tells the council whether the targets were met. Everything else in it is supporting material. The Planning Practice Guidance on travel plans, transport assessments and statements treats it as the tool that manages the transport effects of a development once it is occupied, which is why a plan full of aspirations and short on measurement is refused or, worse, approved and then breached.

Section by section, here is what a plan that survives monitoring actually contains.

When a travel plan is required

The trigger is the scale and nature of the trips generated, judged against the local authority's own thresholds rather than a national number. Residential schemes above a few dozen units, employment sites with meaningful staff numbers, schools, hospitals and anything generating a concentrated peak will normally need one.

Three forms are in common use.

A framework plan accompanies an outline permission where the end occupier is unknown. It sets the structure, the targets and the monitoring, and requires each occupier to produce a full plan before occupation.

A full plan accompanies a detailed application where the use and the occupier are known.

An interim plan covers the period between first occupation and the point at which real survey data exists, usually the first year.

Where the development is large enough to need a Transport Assessment, the travel plan should be written alongside it and share its trip generation figures. Where a Transport Statement is the right level, a proportionate travel plan is normally what accompanies it.

Baseline data and how it is gathered

The baseline is the number everything else is measured against, so it has to be defensible.

For an existing site being redeveloped or expanded, run a travel survey of current users: mode of travel, origin postcode sector, journey time and, for staff, shift patterns. Aim for a response rate you can state honestly rather than one that flatters the plan, and record the date and the method.

For a new site with no users, the baseline comes from comparators: census travel to work data for the ward, trip rates from the national trip rate database for similar sites, and surveys of comparable developments nearby. Say which you used and why.

The accessibility audit belongs here too. Walking and cycling routes with distances and gradients, the condition of footways, crossing points, bus stops with service frequencies and first and last departures, the nearest rail station and how you get to it, and where existing cycle parking is. Walk it. Desk-based accessibility audits describe routes that turn out to cross a dual carriageway with no crossing.

Objectives and targets that can be measured

Objectives are the direction. Targets are the numbers.

A usable target has four properties: a stated metric, a baseline value, a target value, and a date by which it applies. "Reduce single occupancy car mode share from the baseline figure to a stated lower figure by the third year after first occupation" is a target. "Encourage sustainable travel" is not.

Pick metrics you can actually measure with the monitoring method you have proposed. Mode share from an occupier survey is measurable. Vehicle trips per dwelling from an automatic traffic count at the site access is measurable. Reductions in carbon per employee usually are not, at least not without a modelling exercise nobody will fund in year three.

Set targets that are ambitious enough for the authority to accept and realistic enough to hit. A plan whose targets are missed at first monitoring triggers remedial measures, and those cost more than a sensible target would have done.

Measures matched to the site and its users

The measures section is where generic plans are exposed. A list of measures copied from another scheme, with the site name changed, tells the highway officer that nobody looked at the site.

Match the measure to the constraint you identified in the audit:

  • Where the bus stop is 600 metres away across an unlit footpath, the measure is lighting and a surfaced route, not a bus timetable poster.
  • Where staff start before the first bus, the measure is a shift-aligned shuttle or a car share scheme, not a season ticket loan.
  • Where cycle mode share is suppressed by a gyratory, the measure is a contribution to a crossing, not more cycle parking.
  • Where cycle parking is the constraint, provide it to the standard in the national cycle infrastructure guidance, with the covered, secure spaces that standard expects rather than a row of hoops in the rain.

Include the personalised measures that work: a welcome pack issued at occupation, a named contact, and a travel information session in the first month. Then include the harder commitments, such as car club bays, unbundled parking, or a cap on permits, because those are the measures that shift behaviour when the soft ones do not.

Where the parking supply is the pressure point, a Parking Survey of the surrounding streets tells you whether overspill is a real risk or a neighbour's assumption.

The coordinator, the funding and the monitoring fee

Name the role, not the person. A travel plan coordinator responsible for delivering the measures, running the surveys, submitting the monitoring reports and acting as the contact for the council and for occupiers.

State how much of a post it is, who employs it, and for how long it is funded. A coordinator funded for five years post-occupation is the usual expectation on a residential scheme; on a large employment site the role often becomes permanent.

Separately, most authorities charge a monitoring fee to cover their own officer time in reviewing the reports. It is set out in a published schedule and secured through the obligation. Ask for the current figure at pre-application, because it is a real number in the appraisal rather than a rounding error.

Monitoring, review and remedial measures

Monitoring is the section councils read first, and it needs three things: when surveys happen, what is measured, and what happens if the targets are missed.

A common pattern is a survey within six months of a stated occupation threshold being reached, then repeat surveys at years one, three and five, with a report submitted to the authority within a stated period after each. Use the same method each time, because a change of method makes the comparison worthless.

Then the part most plans skip. Set out a defined list of additional measures, held in reserve, to be implemented if a target is missed by more than a stated margin. Agreeing that list at the outset is far better than negotiating it after a failure, when the authority holds all the cards.

Include a review mechanism allowing the plan to be updated by agreement, since a plan written in year zero will not fit the site in year five.

Securing it by condition or obligation

Both routes are used, and they behave differently.

A condition requiring the approved travel plan to be implemented is simple, but enforcement is by the ordinary enforcement process, which is slow for something as diffuse as a monitoring failure.

A section 106 obligation can secure the monitoring fee, the coordinator funding, the remedial measures and sometimes a financial penalty or bond linked to missed targets. That is why authorities prefer it on larger schemes, and why the drafting of the travel plan schedule deserves as much attention as the plan itself.

Whichever route is used, attach the plan itself as a numbered, dated document so that everyone knows which version was approved. The Travel Plan is the document that gets tested years later, long after the people who wrote it have moved on, and the version control is what makes that test fair.

Browse the report types by category to see what a transport-led application usually carries.

This is general guidance, not legal advice. Check the position with your local planning authority or a qualified professional before relying on it. PlanScope provides AI-assisted draft reports for planning applications. Reports should be reviewed before submission. We do not guarantee planning approval.

Frequently asked questions

What is the difference between a framework and a full travel plan?

A framework plan accompanies an outline permission where the end occupier is unknown, setting the structure, targets and monitoring, and requiring each occupier to produce a full plan before occupation. A full plan accompanies a detailed application where the use and occupier are known and the measures can be specified directly.

What makes a travel plan target acceptable to a highway authority?

Four things: a stated metric, a baseline value, a target value and a date by which it applies. Mode share from an occupier survey and vehicle trips per dwelling from an automatic count at the site access are measurable. Aspirations to encourage sustainable travel are not targets and will be sent back.

Where does baseline data come from on a new site?

From comparators, since there are no users yet. Census travel to work data for the ward, trip rates from the national trip rate database for similar developments, and surveys of comparable sites nearby. State which sources you used and why. An accessibility audit walked on site completes the baseline picture.

Who pays for monitoring a travel plan?

The developer, on both sides. The coordinator post and the surveys are funded by the applicant, and most authorities also charge a monitoring fee covering their officer time in reviewing reports, set out in a published schedule and secured through the section 106 obligation. Ask for the current figure at pre-application.

Is a travel plan secured by condition or by section 106?

Either, and authorities prefer an obligation on larger schemes because it can secure the monitoring fee, the coordinator funding, the reserve measures and sometimes a penalty linked to missed targets. A condition requiring implementation is simpler but harder to enforce where the failure is a missed monitoring target.

Sources and further reading

travel plantransportmonitoringsection 106templates

This article is general guidance about the planning system in England and, where stated, the rest of the UK. It is not legal or professional advice. Check your local planning authority’s validation requirements and take professional advice for your specific site.

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