Pre-move punch-list project

01 The goal

Complete a set of small, unrelated pre-move improvements across several providers, coordinated to a move-in date, without the customer chasing each one.

• A dozen small items across several trades and rooms
• A firm move-in date
• New owners not yet living in the home — access by arrangement

02 Named participants

Every business expected on site is named before work begins — disclosure, not pre-verification by the Collective.

03 Work packages

Each package has exactly one accountable owner — never “the team.”

04 Sequencing challenge

A dozen small items across different trades would normally mean a dozen separate visits and no single owner — the challenge was grouping them so the whole list closed inside one short window.

05 Key decision

The items were grouped into two provider visits plus a final check, rather than booked one by one — so the punch list closed as a coordinated project against the move-in date.

06 A recorded change

The budget presented the grouped packages as readable totals with the one change order added transparently — the owners saw one figure and one accountable payee, not a dozen small bills.

07 Milestones

1. Brief accepted
   Punch list captured and grouped into packages.
2. Site assessment
   Items confirmed on site; sequence set.
3. Scope & budget approved
   Grouped plan approved against the move-in date.
4. Visits completed
   Both provider visits completed in the window.
5. Change approved
   The re-finish change priced and accepted.
6. Walkthrough & sign-off
   Punch list cleared; owners signed off.

08 Result & sign-off

A whole punch list closed as one coordinated project before move-in — one plan, one owner, one record.

Completion. All grouped packages completed; the closeout recorded the final item list, the change order and the sign-off.

Deficiencies. Two remaining items were recorded as accepted exclusions the owners chose to defer, listed explicitly in the closeout rather than left ambiguous.