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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