Summary:

Run the job from the plan: daily site checks, weekly coordination, and quick decisions to keep schedule and budget intact.

Action Items:

✅ Require a weekly PM coordination using the plan: upcoming trades, holds, risks.

✅ Have PM post daily photos (deliveries, rough-ins, protection, progress).

✅ Confirm crew briefings: today’s goal, safety, inspection prep.

✅ Keep onsite prints updated when specs change.

✅ Insist on damage logs (incoming materials & adjacent finishes).

Summary:

Tie the plan’s QC steps to measurable checks (elevations, shear nailing, waterproofing, tile layout, paint sheen, HVAC zoning, electrical rough heights).

Action Items:

✅ For each trade, agree with PM on 3–5 QC checks (objective, photo-verifiable).

✅ Run blue-tape walks at defined milestones (pre-cover, pre-final).

✅ Store all QC photos in trade folders (Excavation, Concrete, Framing, etc.).

✅ Make the installer sign punch-list completion on site.

✅ Use “repeat until right” policy: don’t advance the schedule on failed QC.

Summary:

When scope shifts, use the plan to capture it fast: description, cost, schedule impact, approvals—then freeze it.

Action Items:

✅ Require written COs (description, $$, schedule days, approvals) before work.

✅ Add COs to the plan in red, and update the master schedule.

✅ PM to notify impacted trades and adjust deliveries.

✅ Keep a CO log reviewed at each weekly meeting.

✅ If owner-requested, confirm budget reallocation with PM in writing.

Summary:

Use the plan to decide when a trade is actually complete: punch closed, photos filed, inspections passed, waivers in, then pay and release.

Action Items:

✅ Tie payment approval to: passed inspection, punch closed, photo proof, conditional→final lien waivers.

✅ Match invoices to plan milestones (Rough-in, Pre-cover, Final).

✅ Keep receipts and warranty info filed per trade.

✅ Require PM to confirm no damage left behind before release.

✅ Update budget actuals vs plan after each trade.

Summary:

Finish strong: capture model/serials, maintenance schedules, elevations/as-builts, and lessons learned—so the next trade (or future remodel) runs smoother.

Action Items:

✅ Build a trade close-out packet: model/serial, warranty terms, maintenance intervals, color/sheens, photos.

✅ Add as-built notes (e.g., buried sleeves, conduit paths, drain locations).

✅ Schedule seasonal maintenance reminders (HVAC filters, sealers, caulking).

✅ Hold a post-trade debrief with your PM (what to repeat/avoid).

✅ Archive to the Digital Home Manual and share with the homeowner/office.

Due Diligence is the difference between designing with confidence and building on guesswork.

What is in the Master Class?

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