| Workflow assessment | Task types, handoff rules, document flows, review roles, platform access needs. | Briefing report | Discovery | Current process, sample files, stakeholder roles |
| Drawing and document registers | Document references, revision status, issue dates, owner, discipline, comments, latest version notes. | Spreadsheet or platform log | Setup and ongoing | Drawing list, file structure, naming standards |
| RFI and submittal trackers | Status, due dates, responsible parties, ageing, response notes, pending actions. | Tracker and dashboard | Production support | Project correspondence and due-date rules |
| CAD and BIM support packages | Markup coordination, issue logs, review notes, package checklists, model references where permitted. | Review-ready package | Production support | Markups, model access, CAD/BIM standards |
| Quantity takeoff support sheets | Measurement references, quantity schedules, supporting notes, comparison views, exception items. | Spreadsheet or estimating upload | Bid or change review | Drawings, specifications, measurement rules |
| Project reporting pack | Backlog, closed tasks, ageing, risks, blockers, review items, upcoming priorities. | PDF, spreadsheet, or dashboard | Recurring reporting | Reporting cadence, KPI definitions, source data |
| Quality review checklist | Completeness checks, naming checks, version checks, template adherence, exception notes. | Checklist and issue log | QA stage | Acceptance criteria and standards |
| Handover documentation | Process notes, tracker status, access inventory, open action summary, lessons learned. | Handover pack | Transition or closeout | Final review and acceptance requirements |