Free guides and tools

Start with the job
in front of you.

Preparing an owner report, reviewing a change, checking a schedule, or planning closeout? Choose a guide below for practical steps, a fictional worked example, and a tool you can adapt.

Owner reporting

A report that gets the next decision made.

Guide + workbook

Turn a week of updates into a traceable decision, an accountable owner, and a useful deadline.

Cost & change

Reconcile the allowance. Then assess the change.

Guide + workbook

Separate approved adjustments from pending exposure, and show where each dollar belongs.

Handover & operations

Measure readiness by what can be demonstrated.

Guide + workbook

Connect physical completion, testing, records, training, and acceptance without hiding the open gates.

Schedule review

Ask better questions of the schedule.

Guide + workbook

Use a small set of screening checks to find review questions, then return to the native schedule.

Procurement planning

An order is placed. Is the milestone protected?

Guide + CSV

Connect the purchase order to the release evidence and dates the installation actually needs.

Occupied-facility planning

A reserved work window still needs a release decision.

Guide + CSV

Separate the reservation, preparation evidence, and actual authority to begin work.

Billing and progress

Explain the gap between the invoice and the installed work.

Guide + CSV

Give each amount a definition, a cutoff, and a source before comparing the percentages.

Schedule recovery

A recovery date is only as useful as its assumptions.

Guide + CSV

Separate the date a scenario produces from the conditions that would make it achievable.

Put a resource to work.

Read the guide and its example, then download a working copy. Start with the current specification sections, drawings, and reviewed project requirements. Reference the contractor’s coordinated submittals and their design and owner review dispositions so the tool tracks the requirements already established. Use the assigned professional review or clarification process for genuine gaps. Keep the instructions with the file so everyone using it understands the information.

The library is free. No account is required, and you work with the downloaded files on your own computer.

For each milestone, identify who controls the work and obtain that party’s confirmation, including an upstream vendor where needed. Keep the contractor’s planning estimate distinct from a confirmed date, with scope, conditions, dated evidence, and current revisions attached. Coordination remains with the general contractor; professional reviews remain with their assigned reviewers.

Sources, corrections, and use of the tools