This is an example of a checklist that I use for training and on-boarding of new hires. The checklist should be tailored to the position and department of the new hire. Read More
Request for Information (RFI) Checklist
Here is a checklist I use when processing a request for information (RFI). Part One: RFI Generation Project Manager (PM) generates RFI document in job RFI folder. Convert document to PDF and transmit to contractor via email. This step can be done by an assistant project manager (APM) project engineer or administrative personnel. Enter new… Read More
Checklist for Closing a Project
Checklists are a tool I use as a project manager. They serve as a reminder to trigger actions that need to be taken on a given project. This is an example of a checklist I use for closing completed projects. For starting projects see my post on project start checklists. Verify invoicing is complete and… Read More
Project Start Checklist
As a project manager, a project start checklist has been beneficial in helping me start projects without missing details or waiting too long to get other team members and suppliers working on a new job. Read More
