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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 ↗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
Set the direction, choose your team, and review the drawings.
Fillable PDF · Editable WordStart here
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
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
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
Make costs and scope differences visible before selecting a proposal.
Excel workbook
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
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
Connect proposed changes with costs, timing, and written decisions.
Excel workbook
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
Keep corrections, verification, and final project information organized.
Excel workbook
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
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 ↗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.