FREE FILLABLE PDF FOR PROPERTY OWNERS
The free Project Recovery Checklist for your troubled construction project.
A five-page fillable checklist that helps you gather your documents, compare what you have paid to the work completed, and list every open decision, so you can choose your next step with facts instead of guesses.
Where should we send it?
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Free
Fillable PDF, 5 pages
About 20 minutes to complete
Built for ADUs, remodels, additions, custom homes, multifamily, and commercial properties
Is your construction project in trouble?
A project can feel foggy long before anyone says it is in trouble. If any of these sound familiar, this checklist is for you.
Work has slowed or stopped.
The completion date and costs keep changing.
You are unsure what has been paid versus what has been built.
Changes and decisions are piling up without a clear record.
You are deciding whether to continue, correct, or change course.
You are not behind because you did something wrong.
You are lost in the fog. Schedule, cost, and scope drift apart, and nobody can say what is actually true. It is common, and it is fixable.
The first step is simple: replace fog with facts before you make any big decisions. That is what this checklist is for.
WHAT'S INSIDE
Six sections that take you from fog to a clear next step
01
Protect people, property, and your records first
Site safety, dated photos, insurance, and a simple log of every conversation.
02
The documents to gather, and where to find them
Contract, plans, change orders, schedules, invoices, permits, and exactly where each one lives.
03
What you have paid, what is billed, and what remains
Shaded boxes do the math, comparing dollars paid to the work completed.
04
The current schedule, and what changed since the original
Dates, the reasons given for each change, and the work actually done in the last two weeks.
05
Open decisions and changes, and who each is waiting on
One clear list of what is stuck, who it is waiting on, and by when.
06
Questions to ask before you make any big decision
Eight questions that bring clarity, whether you continue, correct, replace, or pause.
How to use it in about 20 minutes.
STEP 1
Download and open it
Open the PDF in Adobe Acrobat Reader or a desktop browser such as Chrome so the shaded boxes calculate for you. Or print it and write by hand.
STEP 2
Work through the six sections
Go in order and skip anything you do not know yet. A blank answer is useful information too.
STEP 3
Decide your next step
Use it on your own, bring it to your contractor, lender, or attorney, or call or text us and we will talk it through.
Questions about the checklist, answered.
Does the checklist cost anything?
No. The Project Recovery Checklist is a free, fillable PDF. Enter your name and email and we will send it right away.
The shaded boxes are not calculating. What now?
Automatic math works in Adobe Acrobat Reader and most desktop browser PDF viewers. Mac Preview and many phone viewers do not run it, so simply type the number in.
What do I do with it once it is filled in?
Use it to make clear decisions on your own, or bring it to a conversation with your contractor, lender, attorney, or with us. It makes the first conversation faster and more useful.
What will you do with my information?
We use your email to send the checklist and a short series of helpful emails. You can unsubscribe any time. [Link your privacy policy here.]
Is this legal advice?
No. The checklist is general information for owners, not legal, engineering, or financial advice. For questions about your rights, speak with a construction attorney.
Can I talk to someone about my project?
Yes. Call or text 626-344-2381 or email [email protected]. A few sentences about where things stand is all we need to start.
