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Exercise #9: Step 8 – Project Work Order Checklist

The purpose of this exercise is to identify the work required to move projects from Step 8 and 9 to Step 10: Furniture Installation and Styling. The checklist provided captures the Work Order that begins at the start of Step 8: Initiation of Construction and Renovation. Review the list carefully and add any tasks that are specific to your business.

Project Work Order Checklist

The work is divided into distinct phases encompassing demolition and framing through cabinet installation and final project sign off.

As you review the provided list, make sure to capture any other tasks that fall on your plate during this critical phase of the project. If you’re a stager, the work is different, so modify the list as required. If you’re a landscaper or an architect or a professional organizer, again, modify as required.

Demolition

 Designer coordinates with client to arrange internal move to organize space for demolition.  Designer arranges temporary kitchenette, bathroom or makeup area as required. (Should be done on same day as above to take advantage of movers.)  Before demolition begins: Designer arranges site visit to review drawings with trades, post Resource Guide to Excellence, leave set of drawings on site and remove any old drawings.  Contractor to remove existing as required: walls, millwork, floors, etc.  Electrician to remove existing electrical as necessary.  Plumbing / Mechanical to remove existing as necessary.  Designer ensures removal of all debris done by contractor (bin as required or daily removal in contractor/trade vehicles).  ______ ______

1 Framing

 Contractor to frame in new walls, windows and doors.

 Designer on site to review new wall locations and confirm locations/dimensions against drawings.

 ______

 ______

Rough-ins

 Plumbing / Mechanical rough in for new.

 Electrician to rough in for new. Review any items to be hard-wired (automated blinds, alarm systems, audio etc.).

 Designer on site to review new rough-in locations against drawings.

 ______

 ______

Drywall

 Contractor to complete partitions, trim work, ceiling, doors and windows.  Electrician to complete rough-ins.  Cleaning is required after (sometimes during) this phase. Designer to discuss with client.  Designer on site to review against drawings.

 ______

 ______

2 Flooring and Tiling (including showers and wall tile but not carpets)

 Flooring to be levelled and complete as necessary.  Designer on site for testing of heated flooring elements prior to tile installation.  Designer to approve installation, stain, finish, and address any deficiencies.  After flooring is complete and approved, every inch must be covered with protective Masonite and paper.  ______ ______

Site Measure for Millwork (typically 2-3 hours)

 Designer to meet cabinetmaker on site to review millwork details and site conditions against drawings.

 ______

 ______

Painting and wall finishes

 Designer to arrange initial walk through with contractor prior to start of work.  Note: Hardware to be installed after wall finishes, by painter or contractor.  Designer to review completed job and address any deficiencies.

 ______

 ______

Fixtures Installation (typically 1 day)

 Fixtures such as toilets are installed after the painting is complete and before millwork installation when possible. This order can be reversed if necessary.  Designer to review and address any deficiencies. Approve sign off as required.

 ______

 ______

3 Millwork Installation

 Designer to perform 2-3 site checks per week during this process to ensure accuracy and address questions.  Designer to review hardware locations with contractor or other installer.  Electrician to provide electrical in built-in cabinetry.  Cleaning is required after (sometimes during) this phase. Designer to coordinate with contractor and client.

 ______

 ______

Countertop Template Session (typically 2 hours)

The measuring appointment required to obtain an exact template for the countertop is crucial to the accuracy and timing of the installation. Follow the steps listed in the Countertop Pre-Template Check List to help ensure a problem free installation.

 The designer must be present at the time of measure to discuss any questions or design issues.

 Sinks, plumbing fixtures, stovetops, freestanding ranges and other relevant appliances must be on site for the measure.

 All cabinets must be fully installed and fastened in their final positions prior to any measuring.

 All apron/farm sinks and cast-iron sinks must be installed in their final positions prior to the time of measure.

 Remove all clutter on/in cabinets that may interfere with templating. A flat, unobstructed work surface is required for digital templating equipment and to guarantee accurate physical measurements.

 Note: Installation typically occurs 10 business days after templating.

 ______

 ______

4 Carpet Install (typically 1 day)

 Designer to review seam placements on site.  Designer to review completed install and address deficiencies.

 ______

 ______

Countertop Install (typically 1/2 day)

In order to help ensure a quick and clean installation of countertops, please complete each of the following tasks prior to the arrival of the installers. Follow the steps listed in the Countertop Pre-Installation Check List to help ensure a problem free installation.

 The designer must schedule the installation with the service elevator a minimum of 1 week in advance if it applies.

 Remove all existing plumbing and countertops. Installers will mount undermount sinks, but cannot remove or install the new plumbing.

 Remove all clutter on/in cabinets that may interfere with installation. Place loose items in another room, not in the cabinets, as installers will need access to the space. The sink cabinet must be completely empty to allow installers to safely mount your sink.

 Remove top drawers and store them in a separate room.

 Clear a path for installers to carry countertops from truck to room where they will be installed. Remember that new tops can be very heavy and awkward, and will need plenty of room to manoeuvre.

 If using a cast-iron or over-sized sink, please note that it cannot be mounted directly to the underside of the counter and it must be alternatively supported.

 Supply lines for gas stoves must be disconnected to ensure range and/or stovetops can be safely removed.

 ______

 ______

5 Backsplash (typically 2 days)

 Schedule to occur 24 hours after countertop installation.  Designer to approve installation and address any deficiencies.

 ______

 ______

Final Installations

 Appliances / Plumbing to be delivered and installed.  Remaining hardware (towel bars etc.) to be installed.  Electrical complete.  Wallpaper / Faux finishes complete.

 ______

 ______

Project Wrap-up

 Designer to have final deficiency walk through with contractor or other.  Wall touch-ups to be completed.  Arrange for cleaners to prepare for final Furniture Installation and Styling.

 ______

 ______

Deficiency Period (typically 2-week window from countertop templating)

 Designer does site checks as required to manage deficiencies.

 NOTE: Rectifying deficiencies happens throughout the project, but this “period” should not happen until everything is installed, after the “project wrap-up.”

 ______

 ______

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