Trane Customer Kickoff

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

Participants

Participant

• Name

• Company

• Title

Introductions:

• Notes

Project Overview:

• Scope Review

• Schedule Review

• Start Date

  Date

• End Date

  Date

• Critical Path

Action Items

• Action Item

• Person Responsible

• Due Date

  Date

Logistics:

• Communication

• Billing Requirements

• Safety

• Security/Access/Keys

• Parking

• Material Storage

• Working Hours

• Shutdown Coordination

Issue Resolution:

• Process/Chain of Command

• Documentation (RFI's, Decisions))

• Change Order Process

Project Action Plan:

• Coordination Meetings

• Reporting and Updates

• Project Goal Measurement

• Project Closeout / Warranty Review

Action Items

Action Items

• Item

• Person Responsible

• Due Date

  Date