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Welcome To:

The Contractor Checklist

Painting Master Class

Project Manager Training — Painting Phase

Class 1 of 6 — Color Planning & Pre-Paint Reviews

Purpose:
Lock in design decisions and substrates before ordering any paint.

Key Responsibilities

  • Confirm all paint colors + sheens in writing from homeowner

  • Review finish schedules: exterior vs. interior surfaces

  • Check siding, trim, drywall, caulking, and prep work readiness

Action Items

  • ✅ Collect physical paint samples — get homeowner initials on approval

  • ✅ Identify premium/high-wear areas → bathrooms, stair rails, kitchens

  • ✅ Confirm siding caulk cure time before painting

  • ✅ Add all prep expectations to Detail Page (filling, sanding, priming)

PM Note:

Final color must be signed off before ordering — no gray areas on gray paint selections.

Class 2 of 6 — Material Procurement & Vendor Coordination

Purpose:
Order correctly while preventing project delays and waste.

Key Responsibilities

  • Decide who orders paint → sub or PM

  • Verify correct paint system for each area

  • Include weather and curing considerations for exterior applications

Action Items

  • ✅ Confirm exact quantities with painter (exterior + interior)

  • ✅ Document receipts & upload to budget tracker

  • ✅ Stage paint at proper temp → avoid freezing or overheating

  • ✅ Maintain touch-up inventory labeled by room or elevation

Weather Readiness:

  • Tarps, tenting, heaters, fans → prepare for climate

Class 3 of 6 — One-Week-Out Jobsite Readiness

Purpose:
Ensure substrate prep and schedule alignment before mobilization.

Key Responsibilities

  • Final verify all materials are onsite

  • Confirm site protection requirements

  • Final punch on hardware & trim (no painting around future fixes)

Action Items

  • ✅ Ensure all masking surfaces are complete & clean

  • ✅ Label “non-paint items” → glass, fixtures, tile edges

  • ✅ Schedule PPE + fall protection for exterior painting

  • ✅ Confirm landscaping protection plan (plastic, drop cloths)

  • ✅ Walk with homeowner to reconfirm color placement

  • ✅ Predict weather — adjust dates if rain/cold at risk

Class 4 of 6 — First-Coat Day: Execution & Quality Control

Purpose:
Verify adhesion, coverage, and surface protection from the start.

Field Responsibilities

  • ✅ Walk materials with painter → confirm nothing missing or mismatched

  • ✅ Watch masking quality — no overspray onto roofs, windows, stone

  • ✅ Check for:

    • Uniform primer coverage

    • Straight cut lines

    • Nail hole + seam fill quality

  • ✅ Confirm laser-straight lines where materials meet

Documentation:

  • ✅ Photo all first-coat finishes to compare against final

PM Reminder:

The first coat reveals framing, drywall, and siding mistakes. Add fixes immediately.

Class 5 of 6 — Final-Coat Day: Finish Verification

Purpose:
Ensure homeowners get the clean, crisp finish they paid for.

Final-Coat Action Items

  • ✅ Conduct Blue Tape Walk — interior + exterior

  • ✅ Inspect:

    • Roller lines

    • Brush marks

    • Overspray

    • Drips/runs

    • Color consistency

  • ✅ Confirm caulking continuity — no cracks or gaps

  • ✅ Protect areas drying → restrict access

  • ✅ Confirm paint cure time before installing hardware or gutters

Class 6 of 6 — Close-Out, Touch-Up Strategy & Payment Authorization

Purpose:
Document condition and create future touch-up plan before releasing payment.

Close-Out Responsibilities

  • ✅ Punch list with completion dates

  • ✅ Ensure house is walked by:

    • ✔ PM

    • ✔ Installer

    • ✔ Homeowner

  • ✅ Confirm:

    • ✔ Finished per spec

    • ✔ No damaged finishes,

    • ✔ Site cleanup complete

  • ✅ Provide touch-up kit labeled by:

    • Room or elevation

    • Color name + code

    • Sheen

  • ✅ Update budget with final receipts

  • ✅ Office approval required BEFORE payment release

🚫 Never release final payment before touch-ups are complete and documented.

Thank you for completing this Session!

Painting Module Complete

PM Milestone Confirmation
✔ Paint system verified
✔ Surfaces protected + documented
✔ Final finish approved by homeowner
✔ Touch-up standards defined

What is in the Master Class?

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