1
Inquiry and context
Gather the property, objective, current conditions, location, constraints, and contact details.
Process
Make each project commitment explicit.
Separate the initial request, scope review, authorization, active work, and closeout so customers know what has—and has not—been confirmed.
Project path
Move from available context to a defined agreement.
Your project’s exact process may vary, while each commitment remains easier to understand with a clear boundary.
2
Scope and review
Identify needed information, site review, responsibilities, exclusions, selections, and approvals.
3
Authorization and delivery
Proceed only after applicable scope, timing, changes, and commercial terms are understood.
Project communication
Keep decisions connected to the work.
Clear records reduce ambiguity as conditions and choices develop.
01
Scope decisions
Document what is included, excluded, pending, or dependent on additional information.
02
Changes and constraints
Keep new conditions, selections, approvals, and timing effects visible to the appropriate parties.
03
Completion and handoff
Define the applicable review, documentation, open items, and next responsibilities.
Questions that make project responsibilities clearer
The correct answers depend on the project and should be confirmed rather than assumed.
Service
Who provides what?
Identify plans, selections, access, utilities, permits, site preparation, and customer decisions.
Service
How are changes handled?
Clarify how changed conditions or requests are documented, reviewed, and authorized.
Service
What marks completion?
Define the applicable walkthrough, documents, open items, approvals, and handoff.
Process questions
Know which stage the project is in.
An inquiry, estimate, agreement, and authorized change are different project states.
Question 1
Does an inquiry authorize work?
No. An inquiry begins a review and does not by itself confirm service, scope, scheduling, price, or authorization.
Question 2
How are unexpected conditions handled?
The applicable condition, options, scope effect, timing, and commercial terms should be reviewed before related work proceeds.
Question 3
What should be documented at closeout?
The appropriate completion review, open items, approvals, warranties, care information, and handoff records depend on the confirmed project scope.
Begin with context
Start the first project conversation clearly.
Share the property, objective, known conditions, desired timing, and available documentation.