What It Does
An Excel checklist covering the administrative and operational tasks that bookend every construction phase. The Office Block, completed before Phase 1, covers: filling out your budget in the invoicing spreadsheet, confirming cash is escrowed for the upcoming phase, confirming on-site scope of work with contractors, requesting bids, and making pre-phase adjustments. Post-phase items cover inspections, payment reconciliation, and phase transition. Each task has a checkbox, additional considerations column, and notes.
How to Use It
- Download and open before starting any new flip project.
- Complete the Office Block checklist before Phase 1 begins: budget locked, cash confirmed, SOW aligned with subs.
- At the end of each phase, run through the post-phase items before releasing payment or starting the next phase.
- Use the Additional Considerations column for context on why each task matters.
When You Need This
- Starting a new project and making sure the administrative foundation is solid before contractors show up.
- Transitioning between construction phases without dropping tasks.
- Preventing scope creep by locking scope and budget at each phase gate.
- Training a project manager on the pre/post phase discipline.