Project Staff and Responsibilities

  • List Project Staff

  • Who created the master schedule?

  • Who creates look ahead schedules?

  • Who handles the submittal process from our office?

  • Who approves the monthly payment applications?

  • How many of the aforementioned individuals are involved in the regular schedule updates?

Project Requirements

  • Is this a BIM, LEED, or a LEAN project?

  • Does the project specification or our contract have any special schedule requirements?

  • Will our schedule be subject to reviews by a scheduling consultant?

  • How often are we required to present schedule to the owner? Have we met this obligation?

  • Is the schedule included in CM reports? How often?

  • Is the schedule report included in all OAC meetings?

  • Does the team present the same schedule to all entities (owner, subcontractors, designer, etc)?

Schedule Assessment - Office Management

Schedule Awareness "Planning The Work"

  • Schedule milestones are posted in office and/or conference room?

  • Does a CPM schedule exist?

  • Is project design complete?

  • Was a CPM schedule included in Bid Packages?

  • Has all work scope been bid and awarded?

  • Which schedule software is the team using?

  • Are we responsible for owner directs and FF&E items?

  • Will the systems be commissioned on this project? Who is Cx Authority?

CPM Schedule Content

  • Is the design process included in CPM schedule as a critical path activity?

  • Is the bidding process included in the CPM schedule as a critical path activity?

  • Is the schedule resource and/or cost loaded?

  • Is the CPM schedule well organized?

  • Is schedule sortable by individual trades?

  • Does schedule include pre-construction activities? (design, BIM, mat'l procurement, etc)

  • Does the CPM schedule include owner directs and FF&E?

  • Does the schedule include activities for all entities that could affect completion?

  • Does the schedule include Cx Authorities activities and our subcontractors start ups, functional tests, etc?

CPM Schedule Updates

  • How often is the CPM schedule updated?

  • Is the schedule up-to-date?

  • Does the data date on the current schedule reflect the last update?

  • Is final completion date evident in the CPM schedule?

  • Does cash flow align with work in place? How is this tracked?

Scheduling Meetings - Office Staff

  • Does our project team to do internal schedule audits.

  • Does team use look ahead schedules?

  • Is the schedule presented in weekly meetings? Which schedule (CPM or look ahead)?

  • Does the look ahead schedule align with CPM schedule?

Schedule Assessment - Site Management

Schedule Awareness "Working The Plan"

  • Does construction progress align with look ahead schedule?

  • Does construction progress align with CPM schedule?

  • What are the major milestones for this week?

  • How many subcontractors will be onsite this week?

  • How many tradesmen will be onsite this week?

  • How are we tracking material delivery dates?

  • How are we tracking the RFI process and timing of responses?

Schedule Updates

  • Have we encountered or do we anticipate any significant delays?

  • Do we anticipate any weather delays in the coming weeks?

  • Do we have a plan to mitigate weather delays?

  • Has material procurement been a problem or caused delays?

  • Have RFI's and/or field supported delayed progress?

  • Have we encountered any issues recently that have caused a change in schedule logic?

  • Has the CPM schedule been adjusted to reflect delays or logic changes?

Scheduling Meetings - Field Staff

  • How do you and your foreman coordinate outside of our weekly coordination meeting?

  • Do your foreman use our schedules to plan their work?

Review Best Practices and Score Card

  • Did the team fill out the schedule score card prior to this visit?

  • Does the team have a copy of TCC Planning and Scheduling Best Practices on site?

  • Is the team familiar with standard schedule formats located in the P:drive?

Recommendations

Corrective Actions

Summary and Follow-up

  • Tentatively Schedule Next Visit

  • Signature

  • Add media

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. Any ratings or scores displayed in our Public Library have not been verified by SafetyCulture for accuracy. Users of our platform may provide a rating or score that is incorrect or misleading. You should independently determine whether the template is suitable for your circumstances. You can use our Public Library to search based on criteria such as industry and subject matter. Search results are based on their relevance to your search and other criteria. We may feature checklists based on subject matters we think may be of interest to our customers.