Development Project Management Checklist
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Project Initiation & Feasibility
Initial assessment and planning to determine project viability.
Project Concept Description
Estimated Total Project Cost
Project Type (e.g., Residential, Commercial, Mixed-Use)
Target Project Completion Date
Estimated ROI (%)
Summary of Initial Market Analysis
Funding Source (Initial)
Supporting Documentation (Market Studies, Proforma)
Site Selection & Due Diligence
Identifying and evaluating potential sites, including legal and environmental assessments.
Potential Site Address
Site Acreage (Approximate)
Preliminary Site Survey Map
Zoning and Land Use Restrictions Research Summary
Environmental Site Assessment Phase?
Phase I ESA Report Completion Date
Potential Site Issues Identified (Check all that apply)
Summary of Title Report Findings & Potential Issues
Geotechnical Investigation Status?
Entitlement & Approvals
Securing necessary zoning, permits, and approvals from local authorities.
Zoning Classification Request Status
Initial Zoning Application Submission Date
Summary of Significant Entitlement Risks Identified
Environmental Impact Assessment (EIA) Status
Upload Environmental Impact Assessment Report (if applicable)
Number of Public Hearings Required
Date of Next Public Hearing (if applicable)
Variance Requests Submitted?
Notes on Community Engagement & Feedback Received (if applicable)
Design & Engineering
Developing architectural and engineering plans.
Architectural Design Brief
Preliminary Site Plans
Building Height (feet)
Design Style
Sustainable Design Features (Select all that apply)
Date of Latest Design Revision
Structural Engineering Report Summary
Financing & Investment
Securing funding for the project.
Total Project Budget
Equity Contribution (%)
Debt Financing Amount
Primary Funding Source
Date of Loan Commitment
Summary of Investment Agreements
Investment Agreement Documents
Investor Risk Tolerance
Construction Procurement
Selecting contractors and managing bidding processes.
Procurement Method
Bid Package Scope Definition
Bid Documents (Drawings, Specifications)
Number of Bids Received
Bidder Pre-Qualification Checklist (Completed?)
Contract Type
Contractor License Number
Contractor Insurance Certificates Review (Completed?)
Bid Opening Date
Construction & Build-Out
Overseeing the physical construction of the project.
Construction Start Date
Estimated Construction Duration (in days)
Approved Construction Drawings (PDF)
Daily Site Meeting Notes - Summary
Progress Payment Requests Submitted
Quality Control Inspections Completed (Select all that apply)
Change Order Log (Details and Approvals)
Substantial Completion Date
Marketing & Sales/Leasing
Promoting and selling/leasing the developed property.
Sales/Leasing Strategy
Marketing Messaging & Key Features
Marketing Materials (Brochures, Renderings)
Target Audience Size (Estimated)
Marketing Campaign Start Date
Marketing Channels
Lead Tracking System Name
Projected Sales/Leasing Conversion Rate (%)
Project Closeout & Handover
Finalizing the project and transferring ownership/management.
Final Project Completion Date
As-Built Drawings Status & Location
Warranty Documents
Remaining Budget Balance
Keys Handed Over to Owner/Property Manager?
Outstanding Punch List Items & Resolution Status
Final Lien Release Date
Summary of Project Performance & Lessons Learned
Final Project Inspection Completed?
Risk Management & Compliance
Identifying, assessing, and mitigating risks throughout the project lifecycle, ensuring compliance with all relevant regulations.
Identify Potential Environmental Risks (e.g., contamination, wetlands)
Regulatory Compliance Areas (Select all that apply)
Estimated Cost of Potential Environmental Remediation (if applicable)
Date of Last Regulatory Compliance Review
Level of Insurance Coverage (Liability, Property, etc.)
Describe Any Identified Legal Risks & Mitigation Strategies
Upload Relevant Permits & Licenses
Status of Required Approvals
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