Document Changes in Scope
If, during a project, the client realises a mistake in the scope or specs or one is pointed out to the client and the client authorizes or instructs a change …
Documentation
Review Before Sending
Review all documents before they are released to the client, contractor, bid, etc. It is important that the documents are checked that they are the most up to date version, …
Keep Documentation Professional
Work on the assumption that anything you put in the project file may some day be looked at in a court of law. Be careful with every document, photo, memo, …
Confirmation of Transmittals
Get confirmation from the client or contractors that they received transmittals. Make sure this is in writing (preferably a signed transmittal form).
Copy Minutes of Meetings to Attendees
Copy notes or minutes of meetings with the client to the client. Don’t just keep them in the project file. This is important for legal reasons, as you can then …
Don’t Do Blanket Approvals
Don’t get blanket approvals on drawings or designs without each one being marked as approved by the client. A client may send documentation stating that the designs or drawings are …
Formal Handover Meeting
Good project handover is important. Give the new project manager a project summary document and also hold a handover meeting.
Get Instructions in Writing
If a client representative asks or instructs you to do something on site (of any value or lasting effect) get it in writing before doing it. For example, if the …
Awareness of Details of Designs
Make sure contractors are aware of the details of designs. E.g. types or colours of pipe, colours of wires, flange types required. Make sure those details are in the contract …
Precedence Clause in Specifications
Make sure to include a precedence clause in the specifications. You should define which documents or sections take precedence. That way if there are errors or conflicts, one will take …