The working library · 8 resources
Practical tools for planning, pricing, and managing a building project.
Choose a tool for the stage you are in. Each resource page includes instructions and a downloadable working copy.
01 / Before construction
Plan & define.
Set the direction, choose your team, and review the drawings.
Fillable PDF · Editable WordStart here
Project Planning Checklist
Organize decisions from early planning through design, budgeting, permitting, construction, and closeout.
A useful starting point for the whole project.
View resource & downloads ↗Fillable PDF · Editable Word
Architect Interview Checklist
Prepare for interviews with 28 questions about experience, services, fees, schedule, communication, and references.
Keep a separate record for each architect.
View resource & downloads ↗Fillable PDF · Editable Word
Construction Drawing Checklist
Review 56 drawing scope and coordination items. Record drawing references, questions, and the follow-up needed.
Use alongside the drawing set you are reviewing.
View resource & downloads ↗02 / Before you commit
Budget & compare.
Make costs and scope differences visible before selecting a proposal.
Excel workbook
Construction Budget Worksheet
Organize cost details and linked budget totals. Includes a prefilled Ohio house example and instructions for adapting it.
Replace sample figures with your own project information.
View resource & downloads ↗Excel workbook
Bid Comparison Worksheet
Compare up to four bids, including scope differences, alternates, schedules, and qualifications.
Includes a fictional filled sample, Scope Checklist, and Read Me sheet.
View resource & downloads ↗03 / During the work
Keep a clear record.
Connect proposed changes with costs, timing, and written decisions.
Excel workbook
Change Order Log
Track proposed and approved changes, costs, schedule days, written decisions, and follow-up actions.
Includes a 50-row working log, plus a separate fictional example and guide.
View resource & downloads ↗04 / At completion
Finish & hand over.
Keep corrections, verification, and final project information organized.
Excel workbook
Punch List Worksheet
Track corrections by room, trade, responsible party, target date, and status. Keep reported completion separate from verification.
Includes a 75-row tracker and a fictional example and guide.
View resource & downloads ↗Fillable PDF · Editable Word
Project Closeout Checklist
Review 40 completion and handover items covering outstanding work, inspections, documents, training, and warranties.
Includes a follow-up sheet for remaining actions.
View resource & downloads ↗Use a working copy.
Read the instructions before using a download. Replace illustrative sample information with your own scope, pricing, and contractor details. Save completed checklists with the drawing set or project records you reviewed.