Planning and estimating

Standard details
The purpose of training delivered against this standard is to provide delegates with an introduction to estimating and planning for wooden floor installation.


Minimum 1 day of six learning hours


The purpose of training delivered against this standard is to provide delegates with an introduction to estimating and planning for wooden floor installation.

The scope includes:

  • programme planning
  • managing customer expectations
  • subfloor types, to include:
    • solid
    • wooden
    • common issues
  • subfloor moisture testing, to include:
    • equipment
    • test methods
    • recording and evaluating results
  • site conditions
  • measurement
  • estimating, to include:
    • interpreting drawings
    • quantification
    • floorcovering types
    • layout
  • quoting
  • terms and conditions
  • ordering

Occupational relevance

Training delivered against this standard would be relevant to the following occupational group(s):

  • operative and craft
  • supervision
  • management and leadership.

Candidate pre-requisites

There are no candidate pre-requisites as part of this standard.


As a minimum, course instructors must be able to demonstrate that, in relation to this standard, they have:

  • a train the trainer or instructional techniques course certificate
  • successfully completed training to this standard 
  • at least 2 years relevant industrial experience as a fitter
  • a verifiable CV.


Delivery may be in an on or off the job environment.

All materials and equipment must be of a suitable quality and quantity for candidates to achieve learning outcomes, and must comply with relevant legislation.

The class size and candidate/instructor ratio must allow training to be delivered in a safe manner and enable candidates to achieve the learning outcomes.

The following delivery methods may not be used in the delivery of this standard:

  • e-learning

This standard is considered to contain 51 per cent or more theoretical training.


For the successful completion of training, the trainer will be required to make a declaration of the learner’s contribution during the course and that they are confident the learner has understood the content of the course.

Quality assurance

Quality assurance against this standard will require initial approval of the training organisation and their content mapped to the standard. 

CITB will also conduct an approval intervention, either desk-based or centre visit, to ensure the training organisation can meet the requirements of the training standard. 

Approved training organisations (ATOs) will be required to present information on records of training and assessment upon request to CITB for desk based analysis. They will also be visited annually by the CITB quality assurance team.


No renewal/refreshment requirements - there are no mandatory renewal or recommended refreshment requirements for this standard.

Approval date

November 2018

Review cycle

Either on request or in 3 years from approval date.

Learning outcomes

The candidate will be able to:

  • Identify the key requirements when planning the programme
  • Manage customer expectations
  • Identify subfloor types
  • Test subfloor moisture levels
  • Assess site conditions and impact on installation operations
  • Perform measurements on-site
  • Estimate for floorcovering installation
  • Produce a quote
  • Interpret terms and conditions
  • Select correct adhesives
  • Order materials