Templates, Checklists and Examples

Planning Statement outline for a minor residential scheme

6 min readBy PlanScope Editorial Team

Eight to twelve pages, seven sections, and a conclusion the case officer can lift into their report. What each section of a minor scheme Planning Statement should contain.

A Planning Statement for one to nine dwellings should run to about eight to twelve pages, and its job is to give the case officer a document they can quote from. Not a policy essay. The officer has eight weeks, a caseload, and a report to write, and the statement that gets a recommendation is the one whose policy section maps onto the report's structure.

Work through the seven sections below in order. The proportions matter as much as the content, so an indication of relative length is given for each.

Site and surroundings

Two to three paragraphs and a site plan reference. Describe what is there now, factually, in the order a visitor would notice it: the site area, its current use, the boundaries and levels, the buildings on it, the trees, the access, and what adjoins it on each side.

Then name the constraints that apply, with the source. Flood zone from the flood map for planning, conservation area or listed building status from the national heritage list, tree preservation orders from the authority's register, and any local designation from the adopted policies map. Give each one a sentence. The officer will check these against their own layers, so being wrong here damages everything that follows.

Avoid describing the site as suitable or sustainable in this section. That is a conclusion and it belongs later. Photographs help, three or four of them, captioned with the direction of view and dated.

Planning history

Half a page, in a table, chronological. Application reference, date, description as registered, and the decision.

Include refusals. A statement that omits a refusal the officer will find on their own system reads as concealment, and it changes how the rest is read. Where there is a refusal, deal with it here in two sentences: what the reason was, and what has changed. Where there is a relevant appeal decision on the site, quote the inspector's operative finding rather than summarising it.

For a site with no history, say so in one line rather than leaving the section out. An empty section tells the officer you checked. A missing one tells them nothing, and they will check anyway.

The proposal, described precisely

One page. Describe what is proposed in the same words as the application form, then add the numbers: unit count and mix by bedroom, gross internal area per unit, site coverage, parking spaces, cycle and refuse storage, materials, and the access arrangement.

This section is where most minor applications go wrong. A description that says "erection of four dwellings" and drawings showing a new access, boundary walls and the removal of a hedgerow invites an amended description and a fresh consultation. Write the description from the final drawings, list every element, and check it against the form.

State the compliance figures rather than asserting compliance. Give the internal areas against the nationally described space standard where the authority applies it, and the parking provision against the adopted standard, as numbers in a short table.

Development plan policy

This is the section the officer reuses, and it should be the longest. Section 38(6) of the Planning and Compulsory Purchase Act 2004 requires the determination to be made in accordance with the development plan unless material considerations indicate otherwise, so structure the section as a sequence of policies with your response to each.

For each relevant policy: the policy reference and title, the specific criteria it sets, and how the proposal meets each criterion. Quote the criteria rather than paraphrasing, because the officer has to cite them.

Policy area What to address
Settlement boundary or spatial strategy Whether the site is within the boundary, and the policy route if not
Housing mix The mix required and the mix proposed
Design and character The local character assessment and the design response to it
Amenity Separation distances, overlooking, overshadowing against the adopted standard
Parking and access Provision against the adopted standard, visibility splays
Trees and landscape Retention, protection during construction, replacement planting
Drainage Surface water hierarchy and the discharge route
Biodiversity The gain requirement and how it is met or exempt

Check whether a neighbourhood plan covers the site. Where one is in force it is part of the development plan and carries the same weight, and officers notice when an applicant has missed it.

National policy and other considerations

Half to one page. Cite the current National Planning Policy Framework by edition, and note that the Framework was re-issued in August 2026 with policy-coded chapters in place of the paragraph numbers used in earlier editions, so check the code against the edition you are citing rather than copying a reference from an older document.

Cover the presumption in favour of sustainable development as it applies to your site, the design and place-making policies, and any national position specific to your constraints. Then other material considerations: supplementary planning documents, the authority's design guide, relevant appeal decisions described as indicative rather than binding, and the local housing land supply position where it helps you.

Keep this section shorter than the development plan section. A minor application decided on national policy alone is rare, and a statement that leads with the Framework rather than the local plan reads as though the local plan is a problem to be got around. If the development plan really is out of date on housing supply, make that argument explicitly and with the figures, rather than implying it by emphasis.

Response to constraints

One page, one sub-heading per constraint, each ending in what the authority should condition rather than what it should worry about.

Biodiversity net gain is the one that catches self-builders. Mandatory net gain applies to most small sites, with limited exemptions including one for self-build and custom housebuilding within the stated size limits, and the application form asks whether the applicant believes the condition applies. Answer that question deliberately, with the reasoning in this section, because a wrong answer on the form causes an invalidation.

Where a constraint needs a separate report, say which report and confirm it is submitted. Surface water is the usual one on a minor site, and the drainage strategy for a minor residential scheme sets out what a proportionate version looks like. Where the site sits in the Green Belt the balance is different again, and the approach in the Green Belt householder statement transfers to a small housing site.

A conclusion the officer can quote

Three or four sentences, in the register of a committee report. State that the proposal accords with the named policies of the development plan, identify any conflict and why it is outweighed, and confirm the harm position on each constraint.

Then stop. No summary of the sections above, no appeal to the housing crisis, no request for a positive decision. Write the paragraph you would want to read in the officer's recommendation, and the officer may well use it.

A Planning Statement at this scale often travels with a Design and Access Statement, and the two should not repeat each other: character analysis and design evolution in one, policy compliance in the other.

This is general guidance, not legal advice; check the position with your local planning authority or a qualified professional before relying on it.

Enter your postcode on PlanScope to see which reports your site is likely to need, then draft the statement and send it for professional review. PlanScope provides AI-assisted draft reports for planning applications. Reports should be reviewed before submission. We do not guarantee planning approval.

Frequently asked questions

How long should a Planning Statement for a small site be?

Around eight to twelve pages for one to nine dwellings. The development plan policy section should be the longest, because that is the part the case officer reuses in their report. Site description, planning history and the conclusion should each be short. Length beyond that tends to dilute rather than strengthen the case.

Should a refusal be mentioned in the planning history?

Always. The officer will find it on their own system, and omitting it changes how the rest of the statement is read. Deal with it in two sentences: the reason given, and what has changed since. Where an appeal decision exists on the site, quote the inspector's operative finding rather than summarising it.

How should the policy section be structured?

As a sequence of policies with your response to each, because section 38(6) of the Planning and Compulsory Purchase Act 2004 requires determination in accordance with the development plan unless material considerations indicate otherwise. Give the reference, quote the criteria rather than paraphrasing, and answer each criterion in turn so the officer can cite it.

Does a neighbourhood plan need to be addressed?

Yes, where one is in force for the area. A made neighbourhood plan forms part of the development plan and carries the same weight as the local plan, so its policies must be addressed alongside the local plan policies. Officers notice when an applicant has missed it, and a missed policy is an easy refusal reason.

What should the statement say about biodiversity net gain?

Whether the gain requirement applies, and the reasoning. Mandatory net gain covers most small sites, with limited exemptions including one for self-build and custom housebuilding within the stated size limits, and the application form asks the applicant to say whether the condition applies. A wrong answer on the form causes an invalidation.

How should the statement conclude?

In three or four sentences written in the register of an officer's report: accordance with the named development plan policies, any conflict and why it is outweighed, and the harm position on each constraint. Do not summarise the earlier sections or appeal to wider housing need. Write the paragraph you would want to read in the recommendation.

Sources and further reading

planning statementtemplateminor developmentself-buildpolicychecklist

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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