project management toolkit contents

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This guide walks you through the same evaluation process a professional builder uses when purchasing land. You’ll learn how to identify the factors that affect construction, budget, utilities, access, and long‑term livability. The goal is to surface potential issues early so you can make an informed decision and avoid costly surprises later. (Downloadable PDF)

The New Home Budget includes every major line item required to build a home so nothing gets overlooked. It’s built from the actual costs of a completed single‑family home, with real material and labor numbers from foundation through final paint. Because it’s in Excel, you can easily adjust the figures to match your house plan, location, and subcontractor bids.

The New Home Schedule shows how a house comes together from lot stake to final inspections. This Excel template outlines the order of activities, their durations, and how each task relates to the next. It includes critical quality inspections and typical material lead times. With built‑in formulas that calculate workdays only, you simply enter your start date and the entire schedule updates automatically.

(Note: The template is based on a simple single‑family ranch plan. Adjust as needed for your specific design.)

Scopes of Work and Specifications tells each trade exactly what you expect them to include in their price and their contract. When everything is written clearly, you get accurate bids, fewer surprises, and a smoother build. These fillable forms let you customize the details for your project so every subcontractor is working from the same playbook.

Every subcontractor submits bids differently, which makes comparing prices time‑consuming and confusing. Bid Sheets solve that problem by telling each trade exactly how to structure their quote. When bids come back aligned, you can review them quickly and confidently. Use the fillable fields to customize each sheet for your project.

The sample contract brings all of the contracting toolkit items together into one agreement you can use with subcontractors and suppliers. It provides a solid starting point for outlining responsibilities, expectations, and protections. Be sure to have your attorney review and customize it to meet your needs and local laws.

The Subcontractor Information Sheet captures all key details for each vendor you’re requesting bids from. It keeps contact information, licensing, insurance, and project notes organized in one place so you can compare trades quickly and confidently.