Integrated Pest Management (IPM) Plan Template (Word or Print)

Free IPM plan template built on the EPA IPM principles: action thresholds, monitoring, prevention, control. Fill it in, print, or download the Word file.

Site and program

Schools, healthcare, and housing get an extra notification prompt.

The person on site who owns the program.

Site map and devices

Number every device once and use the same numbers on the map and on the log book.

Zones covered
Action thresholds (EPA step 1)

One pest per line, cells separated by a vertical bar. Every threshold is left blank on purpose: it is a decision you make with the site, not a number we can supply.

Monitoring and identification (EPA step 2)
Prevention (EPA step 3)
Preventive measures agreed
Control, least risky first (EPA step 4)
Non-chemical and least-risk measures
Approved materials

One product per line, cells separated by a vertical bar. Free text: nothing here validates a registration number or looks up a label.

Notification and posting
Who is notified before an application

Your own policy. Check your state rules before you write a figure here.

Record keeping
Kept in the site binder

Set by your state rules and this account. We do not state a period here.

Review and sign-off

Defaults to the effective date plus the cadence.

Download Word (.docx) Editable template. Opens in Word or Google Docs.

Edit the fields and the plan updates live. Download the Word file, or print and save as PDF when you are ready to issue it.

Integrated Pest Management Plan

This template is a starting point, not legal or regulatory advice. Check it against your state rules and your account requirements before you issue it.

How this plan is structured

The plan follows the four IPM principles the US EPA sets out, each carried by a numbered section.

  • Set action thresholds (section 3). Write down, before anything is applied, the point at which pest activity or site conditions call for action. A single sighting is not automatically a treatment.
  • Monitor and identify pests (section 4). Inspect and monitor on a schedule, and identify what is present accurately, because the control decision follows from the identification.
  • Prevent (section 5). Manage the site so pests do not become a problem: sanitation, exclusion, moisture, storage practice, and the landscape outside the wall.
  • Control (section 6). When the threshold is met, choose effective, less risky controls first, and treat broadcast spraying as a last resort.

1. Site and Program Information

2. Site Map and Monitoring Device Layout

Zones covered

3. Pest-by-Pest Action Thresholds

A threshold is the point at which pest activity or site conditions call for action. Agree each one with the site and write it down before anything is applied.

PestHow it is monitoredInspection frequencyAction threshold (set with this site)First response

4. Monitoring and Identification

5. Prevention

    Who does what

    6. Non-Chemical and Least-Risk Controls

    When a threshold is met, effective and less risky controls are chosen first. Broadcast spraying is a last resort.

      Control decision

      7. Approved Materials List

      Product (label name)EPA registration #Target pestPlacement / methodREI from the label

      The product label governs the rate, the placement, and the re-entry interval. Where this plan and a label differ, follow the label.

      8. Notification and Posting

        9. Record Keeping

          10. Program Review, Responsibilities, and Sign-Off

          The plan is reviewed on the cadence above, and whenever the site, the pest pressure, or the approved materials change. Superseded versions are kept with the plan so the revision history stays readable.

          Pest-control company signature Printed name ____________ Date ____________
          Site IPM coordinator signature Printed name ____________ Date ____________
          Print or save
          How this template works

          An IPM plan is the program document a commercial account, a school, or a food site asks for: the written answer to what pests are expected here, how they are monitored, at what point anyone acts, what gets fixed before anything is applied, and which materials are approved. It is a different document from the contract and from the visit records. The pest control service agreement sells the work; the plan says how the work is decided; the commercial pest control log book evidences it visit by visit.

          The ten sections are the EPA's four IPM principles, expanded into the shape an auditor reads:

          • Set action thresholds, section 3. Write down, before anything is applied, the point at which pest activity or site conditions call for action. A single sighting is not automatically a treatment.
          • Monitor and identify pests, section 4. Inspect and monitor on a schedule, and identify what is present accurately, because the control decision follows from the identification.
          • Prevent, section 5. Manage the site so pests do not become a problem: sanitation, exclusion, moisture, storage practice, and the landscape outside the wall.
          • Control, section 6. When the threshold is met, choose effective, less risky controls first, and treat broadcast spraying as a last resort.

          There is only one computed behavior on this page, and it is a date:

          Next review date (default) = Effective date + review cadence
            annual = +12 months · every six months = +6 · quarterly = +3   (editable)

          Everything else is your text. In particular, no threshold is supplied. The threshold table arrives seeded with the pests a commercial site usually names, how each is monitored, and a least-risky-first response, and every threshold cell reads [set with this site], because an action threshold is a decision you make with the account and not a number a template can invent. The same restraint applies to the notification lead time and the record retention period: both are placeholders, because both are set by your state rules and the account, and both differ by state and site type.

          The approved-materials table records each product with its EPA registration number, target pest, placement, and the re-entry interval read off the label. Those cells are free text and nothing here validates a registration, looks up a label, or times a re-entry interval. The product label governs the rate, the placement, and the re-entry interval. Where this plan and a label differ, follow the label. The plan describes the program: it is not a pesticide application record, so log what you actually applied on a pesticide application log.

          Commercial accounts stopped buying sprays a long time ago. A school district, a food plant, a hospital, or a housing manager wants the document that says which pests are expected here, how they are monitored, at what point anyone acts, what gets fixed before anything is applied, and which materials are approved. That document is the IPM plan, and this page builds one: fill the fields and a ten-section plan updates live, then download the editable Word file or print it. No signup, no email wall, nothing stored.

          The four principles, as ten sections

          The plan follows the four IPM principles the US EPA sets out, which it describes as an approach that relies on a combination of common-sense practices: set action thresholds, monitor and identify pests, prevent, and only then control, choosing effective and less risky options first and treating broadcast spraying as a last resort. Those four become the shape of the document:

          SectionWhat it carries
          1. Site and program informationSite, account, company, technician, licence, coordinator, effective date, monitoring frequency
          2. Site map and device layoutWhere the current map lives, devices by zone, the zones this plan covers
          3. Action thresholdsOne row per pest: how it is monitored, how often, the threshold, and the first response
          4. Monitoring and identificationThe route, what is recorded, who identifies pests, what happens when an identification is uncertain
          5. PreventionSanitation, waste, exclusion, sealing, moisture, storage, grounds, with an owner and a timescale
          6. Non-chemical and least-risk controlsMonitors, traps, exclusion materials, vacuuming, habitat removal, and who approves an application
          7. Approved materialsProduct, EPA registration number, target pest, placement, and the REI from the label
          8. Notification and postingWho is told before an application, how much notice, and where notices go
          9. Record keepingWhat sits in the site binder, where it is kept, and for how long
          10. Review and sign-offCadence, next review date, responsibilities, and two signatures

          The one thing the page computes is a date: the next review defaults to the effective date plus your cadence, twelve months on an annual review, six on a half-yearly one, three on a quarterly one, and you can overwrite it.

          We do not fill in your thresholds

          The threshold is the most important line in an IPM plan and the one a template has no business inventing. Whether two flies by a drain in a prep area is a threshold breach depends on the pest, the zone, the site type, and what the account will tolerate, and it is a decision you make with the customer before anything is applied. So the threshold table arrives seeded with the pests a commercial site usually names, German cockroach, rodents, small flies, ants, stored product pests, and flying insects at entries, each with a monitoring method and a least-risky-first response, and every threshold cell reads [set with this site] until you replace it.

          The same restraint runs through two other fields. The notice you give before an application and the period you keep records are both placeholders, because both are set by your state rules and by the account, and both differ by state and by site type. Schools, healthcare sites, and housing get an extra prompt in the notification section for exactly that reason: those site types often carry their own occupant-notification policy and some states set rules for them, so the plan tells you to check rather than telling you an answer.

          Where identification does the heavy lifting

          Integrated pest management changes what the technician does on site more than what they carry on the truck. The visit starts with inspection and the monitoring devices, and the decision to treat follows evidence rather than the calendar. That is why correct identification in section 4 matters so much: the control decision follows from it, and a misidentified pest sends the whole program down the wrong branch. It is also why sections 5 and 6 are longer than section 7 in a plan that works. Exclusion, sanitation fixes, trapping, and baiting turn up on an IPM report far more often than a general spray, and the approved materials list is the shortest section in the document for a reason.

          Section 7 stays deliberately plain. Each product is recorded with its EPA registration number, its target pest, its placement, and the re-entry interval read off the label, all as free text. Nothing here validates a registration, looks up a label, or times a re-entry interval, because the label governs the rate, the placement, and the REI every time, and where the plan and a label differ you follow the label.

          The documents either side of it

          A plan is not a contract and it is not a record. The pest control service agreement sells the work and the IPM plan says how the work is decided, so most commercial accounts carry both, cross-referenced. Underneath, the commercial pest control log book is the site binder that evidences the plan visit by visit: device checks with status codes, sightings reported by site staff, products applied, and corrective actions with an owner and a date. The inspection that feeds a new plan, or re-feeds it after a change, runs off the pest inspection checklist worksheet, and the ticket the technician carries into a single visit is the pest control work order template.

          One commercial note, because the plan has a cost. Selling IPM means selling inspection time, monitoring devices, documentation, and a standing obligation to respond, none of which is visible in a square-footage price. Price the program on visit frequency and site complexity with the commercial pest control pricing calculator before you commit to a monitoring cadence in section 1, because the cadence you write into the plan is the cadence you have to staff.

          Frequently asked questions

          What has to be in a written IPM plan?
          The four IPM principles the EPA sets out, written down for one site: action thresholds (the point at which activity or site conditions call for action), monitoring and identification (the route, the devices, the inspection schedule, and who identifies what is found), prevention (sanitation, exclusion, moisture, storage, and grounds, with an owner against each), and control (less risky options first, broadcast spraying last). Around those, commercial accounts expect a site map with numbered devices, an approved materials list with EPA registration numbers and label re-entry intervals, a notification policy, a record-keeping section, and a review date with signatures. This template carries all ten sections.
          What action threshold should I write in?
          One you agree with the site, in writing, before anything is applied. We deliberately supply none. A threshold depends on the pest, the zone, the site type, and what the account will tolerate, so a template that filled in a number would be inventing the most important line in the document. The threshold table arrives seeded with the pests a commercial site usually names, how each is monitored, and a least-risky-first response, and every threshold cell reads [set with this site] until you replace it.
          Is an IPM plan the same as a service agreement?
          No. The service agreement is the contract: scope, price, cadence, and the re-service guarantee. The IPM plan is the operational document that says how pest decisions get made on that site, and it is the one a school district, a food plant, or an auditor asks to see. They reference each other and neither replaces the other.
          How does the plan connect to what happens on each visit?
          The plan sets the thresholds and the approved materials; the site binder records what actually happened. Device checks, sightings reported by site staff, products applied with their EPA registration numbers, and corrective actions all live in the commercial pest control log book, and the applicator's own records live on a pesticide application log. A plan with no records behind it is a document; a plan with records behind it is a program.

          Sources

          1. Integrated Pest Management (IPM) Principles. US Environmental Protection Agency. Retrieved .

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