Project setup checklist
Check the agreed scope, contract documents, payment process and project responsibilities in one editable project setup record.
by Jack Butler-Kettle · About 2 min readShare
How to use it
Complete this before starting work. Record the exact document and revision, who checked it and the action required for anything unresolved.
Project setup checklist
Complete this before starting work. Record the exact document and revision, who checked it and the action required for anything unresolved.
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
Project setup checklist
Scroll across if needed to read the whole record. A dash means no value has been entered.
| Check | Agreed position / source | Owner | Checked on | Status | Action / evidence |
|---|---|---|---|---|---|
| Signed agreement | Order WH-042 signed 1 Oct 2026; scope rev C | Commercial lead | 2 Oct 2026 | Verified | Signed PDF in contract folder |
| Design responsibility | Scope section D: partition setting-out only | Design lead | 2 Oct 2026 | Verified | No structural design in package |
| Payment calendar | Schedule P rev 2; application 20 Oct; final payment 16 Nov | Accounts lead | 2 Oct 2026 | Verified | Diary entries PAY-01 |
| Insurance evidence | Required policy certificate not yet received | Commercial lead | 2 Oct 2026 | Open | Obtain current certificate by 5 Oct |
The completed example uses fictional people, events and records. Replace it with your own verified information and preserve supporting evidence.
Understanding your results
The completed example uses fictional people, events and records. Replace it with your own verified information and preserve supporting evidence.
How it works
The workbook provides blank working records. Grey cells calculate from the entered inputs; yellow cells are for your information. The completed 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.