What Shared Plan coordinates — and what it does not
Shared Plan is the coordination layer for small multi-trade work: it holds the plan, names the parties and keeps the record. It is not a general contractor page and not an anonymous lead marketplace.
The coordination layer, package by package
Discovery & scoping
A structured assessment turns a goal into a readable scope — what the work is, where it stops, and where regulated work begins.
Work-package definition
The scope is broken into packages, each with exactly one accountable owner. A participant can own several packages; a package is never owned by “the team”.
Sequencing & dependencies
The packages are put in an order everyone works from, with the dependencies made explicit — so trades do not collide.
Per-job participant disclosure
Every business expected on site is named before work begins. Naming a party is disclosure, not the Collective pre-verifying them.
Readable budgets & allowances
Budgets, allowances and change orders carry a version and name the receiving party for each payment. A TBD never silently becomes a charge.
Milestones & approvals
You approve the versioned plan before anything is scheduled, and every later change is recorded — what changed, who approved it and when.
Completion & sign-off
A deficiency review and a readable closeout record end the project with a customer sign-off you can read.
What we coordinate — and what we don’t
We coordinate
- Coordinating small multi-trade projects across several workstreams
- Naming and disclosing the parties expected on each job
- Holding the plan, the budget versions and the decision record
- Running deficiency review and closeout
We don’t
- Authorizing regulated trades — Shared Plan never does this
- Architecture, engineering or permit/code certification
- Major structural renovation or emergency restoration
- A “vetted network”, fixed savings or a guaranteed completion date
One shared plan, every party named
The point of the coordination layer is that accountability stays visible: you can always see who the contracting party is, who invoices and receives each payment, which named businesses are expected on site, and what changed.
Those distinctions are never hidden behind “our vetted network.” If a piece of work is outside supported scope, that is explained before any alternative is proposed.
Put every moving part on one shared plan.
Share the goal and constraints. Shared Plan confirms fit, then draws a plan with named parties, sequence and budget — for you to approve before anything is scheduled.
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