Resources
Printable checklists
Print or copy the relevant list, assign an owner, and record follow-up actions. These checklists help organize work; they do not certify readiness, suitability, safety, or compliance.
Proposal Go or No-go
Use before committing proposal time. This review organizes questions and does not predict award or profitability.
Open and print02Project Kickoff
Use to align the project team after authorization. The project manager should adapt it to the contract and client process.
Open and print03QA/QC Plan Set Review
This is a coordination aid, not a technical certification. Responsible licensed professionals determine the review scope and acceptance.
Open and print04Permitting Submittal
Use to organize a permit package. Agency requirements and project-specific instructions control.
Open and print05Stormwater Report
Use as a document completeness prompt. It does not specify design criteria or establish code compliance.
Open and print06Site Visit Safety
A planning prompt only. Follow the employer’s safety program, site rules, and qualified safety direction.
Open and print07New Hire Onboarding
Adapt this list to role, location, and employer policies. It does not replace professional licensing or safety requirements.
Open and print08Firm Valuation Readiness
Organize records for a qualified valuation professional. This checklist does not calculate value or provide investment, tax, or legal advice.
Open and print09Sale or Succession Readiness
A planning prompt for owners considering continuity options. Qualified legal, tax, financial, and transaction professionals should guide specific.
Open and print10AI Adoption
Use before introducing an AI tool into a firm workflow. Policies, contracts, and data restrictions govern tool use.
Open and print11Website Launch
Use as a content and delivery review for a firm website. Confirm claims with the business owner before publication.
Open and print12Cyber and Data Security
A management prompt. Follow the firm’s security program and consult qualified security professionals for technical controls.
Open and print
Backed by
Richard C. Wilson and the Family Office Club team
The $1B figure reflects member-reported transactions. Network experience does not assure capital, a buyer, or a particular result.