01
The weekly owner's report
Three questions, every week. One page the owner can read in two minutes, with no surprises buried in paragraph four.
What changed. What needs your attention. What's next.
For owner's-side construction PMs
Every open item has an owner, an action and a date.
Owner's-side PM systems for people who run building projects for the owner. Plain tools and weekly habits that keep decisions on time and the owner informed.
Free. PDF playbook plus Excel workbook. Sent to your inbox.
Action RegisterWeekly owner's meeting
| Item | Action | Date |
|---|---|---|
| Lobby finish sampleOwner | Approve or reject | Oct 6 |
| Roof hatch locationArchitect | Issue sketch | Oct 8 |
| AHU submittal (long-lead)Mechanical | Resubmit | Oct 9 |
| Door hardwareGC | Release order | Oct 13 |
No name, no date, no action. It is still just a topic.
Who it's for
Owner's reps, facilities project managers and program managers. Anyone who runs building capital projects on the owner's side of the table, working alongside the design team and the contractor.
Free download
What's in the Meeting Pack
Everything you need to run a weekly owner's meeting that ends with clear commitments. Simple on purpose: no macros, no setup.
- PDF playbookHow to run the weekly meeting, write minutes people act on, and follow up before the next one.
- Start here tabHow the workbook fits together and what to do in week one.
- AgendaA standing agenda that puts open actions and pending decisions first.
- Action RegisterEvery action with an owner, a due date and a status.
- Decision LogWhat was decided, who decided it and when it was needed.
- RFI TrackerOpen questions, who owes the answer and by when.
The habits
Three habits that keep a project moving
None of this is complicated. The value is doing it every week.
02
Minutes with an owner, an action and a date
If an item has no name and no date, it is a topic, not an action. Write it so anyone can tell who moves next.
Who. Does what. By when.
03
Submittals by need-on-site date
Sort by when material has to be on site, not by spec section. Track long-lead items from release to confirmed delivery.
Work back from the date it has to be there.
Control what happens between meetings.
The Project Controls Toolkit. The free pack helps you run a better meeting. The toolkit tracks money, dates and exposure, with the date math, status rollups and flags the free pack leaves out.
Budget and Commitments Tracker
Budget, committed, invoiced, pending and forecast in one place, with a contingency drawdown log.
Change Log
Every potential change from first notice to executed change order, with the owner approval status and a needed-by date.
Submittal Priority Tracker
Works back from the need-on-site date, so the list sorts by urgency instead of spec section.
Long-Lead and Procurement Log
The short list of items that can move the schedule, tracked against the last responsible release date.
Weekly Owner's Report
A two-page template built on three questions: what changed, what needs your attention, what's next.
Risk and Constraint Register
Risks and constraints that leave the meeting with an owner, a trigger date and a next step.
Start with the free Meeting Pack.
Agenda, Action Register, Decision Log and RFI Tracker, ready for Monday.