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Notice preparation checklist

Check the trigger, required content, recipient, timing and proof of delivery before issuing a formal communication.

by Jack Butler-Kettle · About 2 min readShare

How to use it

Use the signed contract and applicable procedure to complete each check. Keep the notice itself and all delivery evidence with this record.

Notice preparation checklist

Use the signed contract and applicable procedure to complete each check. Keep the notice itself and all delivery evidence with this record.

Free blank template for your own project. The completed example is shown below. No email address required.

View the completed example

Completed fictional example

Westhaven refurbishment · 14 October 2026 · Version 1.0

Notice preparation checklist

Scroll across if needed to read the whole record. A dash means no value has been entered.

Notice preparation checklist: completed fictional example
CheckCompleted fictional recordEvidence / reviewer
Purpose and basisCH-07 change notice; clause reference verified in signed orderContract review CR-01 / QS
Trigger and deadlineInstruction received 7 Oct; project diary records 9 Oct 16:00 deadlineDiary D-02; date checked by commercial lead
ContentEvent, location, instruction and potential cost/time effects includedDraft N-01 revision 2
Recipient and routeNamed contractor contact through agreed portal notice categorySigned communications schedule
Issue and proofIssued 8 Oct 14:30; receipt R-008 preserved with attachmentsPortal receipt and exact issued PDF

This is a preparation record, not a universal notice form or confirmation of legal validity.

Understanding your results

This is a preparation record, not a universal notice form or confirmation of legal validity.

How it works

The Word file provides an unpopulated working structure to complete for your project. The completed fictional example stays on this page.

Read the related guidance for the context and checks behind this template.

If you need help preparing or reviewing the project records, our quantity surveying services explain the tasks available under a separate appointment. Agree the deliverable, responsibilities and required specialist input before work starts.

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