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Project Briefing Checklist
| This checklist covers what has to be settled before a project is briefed. It opens as your own copy in Google Sheets, ready to use. |
What’s Inside the Project Briefing Checklist
Written from 47 years of experience and more than 10,000 capital projects on the owner’s side. Work through it from the top, or jump to the section you need.
Decision-Making
Goals, alternatives, funding, and the plan to implement
Site Conditions
Air rights, underground obstructions, historic sites, wetlands, and unsuitable soil
Construction Logistics
Traffic, parking, noise, waste, and staging around neighbors
Political Issues
Community groups, opposition, inspectors, and local requirements
Design Restrictions
Zoning, covenants, historic districts, and owner requirements
Trades, Permits and Materials
Availability of trades, permitting timelines, materials, and owner-required vendors
Bid Strategy and Market
Contracting method, bid approach, bonding, and how busy the local market is
Operational Considerations
Budget, schedule, open risks and who owns each one, visible at any moment.
Use it before your next project starts
It’s free, and it works whatever system your team uses. When you’re ready to put it into practice, Tenzing One gives you real-time visibility across every project.