Template
Preliminary Planning Document Checklist
Everything you need to confirm scope, budget, consent, and client expectations before construction begins on a NZ residential build.
6 documents included
Most residential disputes start before the first nail — unclear scope, late selections, or missing pre-start sign-offs. This checklist gives builders and clients a shared pre-construction baseline.
Use it at proposal acceptance and again at contract sign-off to make sure drawings, specifications, exclusions, programme assumptions, and insurance are documented before your crew hits site.
Key Benefits
- Catch scope gaps before you price or sign a fixed-price contract
- Align client expectations on programme, exclusions, and selections deadlines
- Reduce variation arguments during the build
- Standardise pre-start reviews across every project in your pipeline
- Document consent, insurance, and licensing readiness in one place
What's Included
- Preliminary agreement and scope confirmation checklist
- Client selections and approval tracker
- Budget, contingency, and allowance sign-off sheet
- Programme, access, and site condition assumptions log
- Building consent and insurance verification checklist
- Pre-start meeting agenda and action register
Need this template now? Contact NZ Builders and we will point you in the right direction.
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