Source: https://www.quantsurv.com/library/tools/notice-preparation-checklist
Content format: Markdown version of the public page.
Content reviewed: 2026-10-14

# Notice preparation checklist

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

by [Jack Butler-Kettle](<https://www.quantsurv.com/about#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.

[Download blank Word template](<https://www.quantsurv.com/downloads/library/notice-preparation-checklist.docx>)

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
| Check | Completed fictional record | Evidence / reviewer |
| --- | --- | --- |
| Purpose and basis | CH-07 change notice; clause reference verified in signed order | Contract review CR-01 / QS |
| Trigger and deadline | Instruction received 7 Oct; project diary records 9 Oct 16:00 deadline | Diary D-02; date checked by commercial lead |
| Content | Event, location, instruction and potential cost/time effects included | Draft N-01 revision 2 |
| Recipient and route | Named contractor contact through agreed portal notice category | Signed communications schedule |
| Issue and proof | Issued 8 Oct 14:30; receipt R-008 preserved with attachments | Portal 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](<https://www.quantsurv.com/delay-and-disruption/tips/form-and-address>) for the context and checks behind this template.

If you need help preparing or reviewing the project records, our [quantity surveying services](<https://www.quantsurv.com/quantity-surveying>) explain the tasks available under a separate appointment. Agree the deliverable, responsibilities and required specialist input before work starts.

[Browse the Library](<https://www.quantsurv.com/library>)
