COMMERCIAL CONSTRUCTION

MANAGEMENT PLAN

TEMPLATE

PROJECT NAME

MANAGEMENT PLAN

COMPANY NAME

Street Address

City, State and Zip

webaddress.com

Version 0.0.0

00/00/0000

Table of Contents

1.	EXECUTIVE SUMMARY	3

2.	SITE DESCRIPTION	4

3.	SCOPE	5

3.1	DELIVERABLES	5

3.2	WORK BREAKDOWN STRUCTURE (WBS)	5

3.3	ROLES AND RESPONSIBILITIES	6

3.4	SCHEDULE BASELINE	7

3.5	MILESTONE LIST	7

4.	COMMUNICATION MANAGEMENT PLAN	8

5.	RESOURCE MANAGEMENT PLAN	9

6.	SCHEDULE	10

7.	BUDGET	11

8.	BIDS AND CONTRACTS	12

8.1	BID TABULATION	13

8.2	ABSTRACT OF BIDS	14

8.3	SUBCONTRACTOR DOCUMENTATION	15

8.4	DAILY / WEEKLY INSPECTION REPORT	16

8.5	CONTRACTOR PROGRESS PAYMENT	17

9.	CONSTRUCTION DOCUMENTS	18

10.	PLANNING AND PERMISSIONS	19

11.	RISK MANAGEMENT PLAN	20

11.1	RISK REGISTER	21

12.	CONSTRUCTION PUNCH LIST	22

13.	PROJECT CLOSEOUT CHECKLIST	23

14.	AUTHORIZATION SIGNATURES	24

15.	APPENDICES	25

EXECUTIVE SUMMARY

Provide an overview of the commercial construction project as well as its objectives and business benefits.

SITE DESCRIPTION

Provide information on the site, including its size, boundaries, neighbors, present use, major features, and soil type. Also, be sure to include any preparation that the site requires in order to be construction ready.

SCOPE

Refer to the commercial construction contract and capture all high-level data, such as budget and technical specifications as well as the targeted completion date.

DELIVERABLES

Identify the project’s deliverables or outcomes.

WORK BREAKDOWN STRUCTURE (WBS)

Discuss how you will use the work breakdown structure to complete the project, and link to the WBS document and WBS dictionary, which, together, detail the work packages and individual tasks for the project.

ROLES AND RESPONSIBILITIES

List the names of the key project stakeholders and individuals involved. Identify the decision makers on the client side as well as the project’s contractors and subcontractors.

SCHEDULE BASELINE

Provide a schedule baseline, so you can gauge progress.

MILESTONE LIST

Summarize the major milestones. Then, list each milestone and its date. Describe how to update any changes to the schedule and milestones and how to communicate those changes.

MILESTONE	DESCRIPTION	DATE

COMMUNICATION MANAGEMENT PLAN

A communication management plan does the following: It identifies the people who need information and updates on the project; it explains the nature of the information they need; it indicates how frequently those people need updates; and it details how to update them. The plan is often used in tandem with a stakeholder list. Outline the Communication Management Plan here or link to a separate document.

NAME	TITLE	EMAIL	OFFICE PHONE

COMMUNICATION TYPE	DESCRIPTION	FREQUENCY	MESSAGE DISTRIBUTION	DELIVERABLE	DELIVERABLE OWNER

RESOURCE MANAGEMENT PLAN

Procurement management should include all resources, equipment, and supplies. It should also indicate whether your company will purchase or rent goods or services. You can use Smartsheet’s Construction Project Resource Management Template to provide the following information regarding each job: Type of activity, such as laying foundation Start date/duration of activity Activity or task owner Necessary labor and specialized skills Necessary quantity of each resource type Source of each resource type (internal and/or third party/subcontractor and their physical location, contact person, and contact details) Necessary hours for completion of activity Controller (such as supervisor) Necessary materials and their source Necessary equipment and its source Cost estimate for each resource/material/piece of equipment Assumptions (for example, cost estimate not yet confirmed) Alternative if resources are unavailable

SCHEDULE

Smartsheet’s Construction Project Timeline Template gives you a broad overview of the schedule. It also lets you include a detailed breakdown of project task start and end dates.

BUDGET

Smartsheet’s Construction Budget Template gives you a broad overview of the budget. It also offers entries for hundreds of tasks and a breakdown of labor, materials, and fixed costs per line item.

BIDS AND CONTRACTS

BID TABULATION

ABSTRACT OF BIDS

SUBCONTRACTOR DOCUMENTATION

DAILY / WEEKLY INSPECTION REPORT

CONTRACTOR PROGRESS PAYMENT

CONSTRUCTION DOCUMENTS

Attach or provide links to your plans, renderings, specifications, and schematics here.

PLANNING AND PERMISSIONS

STATUS OF CONSTRUCTION PERMIT
CONTACT INFORMATION
TASK OWNER
SITE OPERATING HOURS
PLAN FOR PUBLIC SAFETY AND SITE SECURITY
NOISE AND VIBRATION MEASURES
MITIGATION MEASURES FOR AIR, DUST, STORMWATER, AND SEDIMENT
WASTE MANAGEMENT
TRAFFIC MANAGEMENT

RISK MANAGEMENT PLAN

Briefly describe how you plan to identify, analyze, and prioritize project risks. Also, describe the methods you plan to use for tracking risks. In addition, delineate your contingency plans.

RISK REGISTER

CONSTRUCTION PUNCH LIST

Punch lists help you make sure that you’re meeting all aspects of your contract before starting to wrap up your project. Punch lists also help you avoid the pitfalls of using email and spreadsheets. Using this Construction Punch List Template, you can easily share row or sheet information with collaborators, even if the other party does not have a Smartsheet account. This level of accessibility comes in handy when you’re coordinating with contractors. For example, if an electrical contractor is behind on installing light fittings, they can flag the action item as “at risk,” and you can adjust the project accordingly. Smartsheet Construction Punch List Template

PROJECT CLOSEOUT CHECKLIST

Once you’re close to finishing your construction project, you need to tie up loose ends and ensure that you’ve met all expectations. For this phase, you need a reliable checklist template that tracks the following: Contract closeouts Workmanship bonds Required testing Warranties and guarantees Certificates Final submittals With this Project Closeout Checklist Template, you can set up automated alerts so that when a stakeholder or contractor completes a task, you receive an approval request. If you need to do an on-site inspection, you can do so while easily accessing the template through the Smartsheet mobile app. Smartsheet Project Closeout Checklist Template

AUTHORIZATION SIGNATURES

PREPARED BY

Name and Title (printed)
Signature	Date

RECOMMENDED BY

Name and Title (printed)
Signature	Date

APPROVED BY

Project Sponsor Name and Title (printed)
Project Sponsor Signature	Date

APPENDICES

Attach or link to separate plan documents or other reference documents. Optional.

ATTACHMENT NAME	LOCATION / LINK

ADDITIONAL TEMPLATES

CONSTRUCTION SUBMITTAL FORM TEMPLATE

Use this easy-to-fill template to prepare submittals for general contractor and design team approval of materials and equipment. Enter the submittal’s identification details (e.g., submittal ID, project ID, project name, etc.) and the submittal type (e.g., shop drawing, product data, RFI, etc.), as well as who prepared the submittal. Add architect approval to the document via a submittal review form. This Construction Submittal Form Template also includes a built-in construction submittal change order, in case any cost changes arise concerning the project’s initial scope of work.

SCHEDULE OF SUBMITTALS TEMPLATE

Contractors can use this Schedule of Submittals Template to ensure that they deliver submittals and projects on time. Easily list submittal items, as well as their timelines, to ensure timely delivery to project managers, engineers, permit issuers, and inspectors. Enter the project ID, name of the project, name of the project manager, contract information, submittal spec section information (including submittal type and description), and projected dates for transmittal, approval, and delivery.

SUBMITTAL LOG TEMPLATE

Contractors can use this Submittal Log Template to track every aspect of a submittal, including the item ID, item name, party responsible, date received, date sent, date returned, status (e.g., pending, approved, incomplete-resubmit, etc.), date of status change, copies to, and more. Having comprehensive submittal information at a glance gives you the power to deliver your project on time and within budget.

CONSTRUCTION REQUEST FOR INFORMATION TEMPLATE

Contractors and subcontractors use RFIs to get clarification on an issue before proceeding with work. If you need to modify your project’s scope of work, you can often use an RFI and a change order interchangeably. If you need a more formal change request for approval however, you cannot use the two forms interchangeably. In this Construction Request for Information Template, contractors can specify a drawing number for reference and indicate possible changes in cost or schedule. This template includes a section at the top for listing the project’s name, location, and other details.

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