| Workflow assessment | Task types, handoffs, document flow, review roles, access needs and priority bottlenecks. | Briefing report | Discovery / setup | Current process, samples, roles |
| Drawing & document register | References, revision status, issue dates, discipline, owner, comments and latest-version notes. | Spreadsheet or platform log | Setup + ongoing | Drawing list, naming rules |
| RFI / submittal tracker | Status, due date, responsible party, ageing, response notes and next actions. | Tracker / dashboard | Production support | Correspondence and due-date rules |
| CAD / BIM support package | Markup coordination, issue log, package checklist, review notes and model references where permitted. | Review-ready package | Production support | Markups, model access, standards |
| Takeoff support sheet | Measurement references, quantities, comparison views, exception notes and clarifications. | Spreadsheet / estimating upload | Bid / change review | Drawings, specs, measurement rules |
| Project reporting pack | Backlog, completed work, ageing, blockers, review items, upcoming priorities and agreed KPIs. | PDF, spreadsheet or dashboard | Weekly / monthly | Source trackers and KPI definitions |
| QA & handover pack | Completeness checks, exceptions, open actions, process notes, access inventory and transition status. | Checklist + handover pack | QA / closeout | Acceptance criteria and reviewer sign-off |