Source: https://www.quantsurv.com/library/tools/project-setup-checklist Content format: Markdown version of the public page. Content reviewed: 2026-10-14 # 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. [Download blank Excel workbook]() 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. Project setup checklist: completed fictional example | 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. [Browse the Library]()