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JOB READINESS

Sold is a commercial status. Ready is an operational status.

A simple, reusable operating tool for teams that want clearer handoffs and less status chasing.

Use this on one real workflow

The Checklist

  • Scope and selections final enough to build
  • Customer expectations/commitments documented
  • Contract/approval complete
  • Deposit/payment prerequisite complete
  • Permit/HOA requirement owned
  • Materials ordered/available or dated
  • Site/access constraints confirmed
  • Crew/subcontractor capacity identified
  • Schedule window confirmed
  • Production owner accepts handoff
Design notes

Keep It Honest

  • Do not schedule incomplete work just to make the board look full.
  • Track the blocking reason when a sold job is not ready.
  • Use readiness to improve forecasting; do not replace the forecast.
How to use it

Do not complete this from memory in a conference room. Pull up one active or recently completed record and test the checklist against what actually happened. Any item that repeatedly needs a text, a side spreadsheet, or an owner stepping in is a candidate for workflow redesign.

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