The 5 Stages of our Review Workflow

Introduction

Consistency is the foundation of successful construction projects, and at CHECKSET Review, we prioritize delivering reliable and high-quality results through our proven five-stage workflow. This process is meticulously designed to ensure transparency, predictability, and efficiency at every step. By establishing clear expectations upfront and maintaining a structured approach throughout the review, we help clients address potential issues proactively, optimize project outcomes, and reduce costly delays or revisions. Whether you are navigating complex regulatory requirements or fine-tuning design details, our workflow provides the clarity and precision needed to move forward with confidence. Below, we outline each stage of our workflow and its critical role in delivering value to your projects.

1. Proposal Development

Clear and detailed from the start. The first step in our process is developing a review proposal tailored to your project’s needs. Using the latest available drawing set, our team crafts a detailed proposal that includes:

• A clear breakdown of review hours.
• The total review fee.
• A proposed review schedule.

This initial step ensures alignment on expectations, providing clarity on scope, cost, and timelines before any work begins. By defining these parameters upfront, we set the stage for a seamless review process.

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2. Pending Mobilization

Getting ready to launch. After the proposal is issued, the project enters the "Pending Mobilization" stage. During this phase, no review services commence until the following client action items are completed:

• Review Proposal Executed: Once you receive the proposal, you have the option to customize the review scope or approve it as-is. After alignment, simply sign and return the proposal. We will provide a fully executed copy for your records.
• Mobilization Invoice Processed: Kindly confirm when the 50% mobilization payment has been processed. Accepted confirmations include a scanned check (both sides), wire transfer notification, or written proof of payment.
• Project Documents Confirmed for Review: To ensure accuracy, we require confirmation that the project documents in our possession are the most recent. This step helps prevent miscommunication, especially if updates occur between the initial request and the mobilization phase.

By completing these actions, the project is fully prepared to move forward into the review phase.

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3. Review In Progress

The heart of our process. With mobilization complete, the review officially begins. The mobilization date serves as the starting point for the schedule outlined in the proposal. This stage encompasses the following key activities:

• Document Preparation & Staging: Our technical team organizes the project documents into a uniform, accessible deliverable. This involves:some text
  • Compiling individual drawings into a single PDF.
  • Formatting sheet labels, bookmarks, and page scales.
  • Overlaying consultant drawings onto architectural drawings with layer controls for seamless navigation.
• Preliminary Review Phase: The lead reviewer assigns specific areas of focus to project-specific experts, ensuring a thorough analysis tailored to the project type and location.
• Secondary Review Phase: Additional hours are allocated to address deficiencies identified during the preliminary review, providing a closer inspection of critical areas.
• Internal QA/QC & Report Packaging: After all review streams are complete, the lead reviewer validates and coordinates the team’s findings to ensure accuracy and consistency.
• Review Deliverables Issued: Once finalized, the review report is uploaded to your account, containing all deliverables outlined in the proposal.

This stage is where the value of a CHECKSET review truly comes to life, providing actionable insights and precise recommendations.

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4. Final Invoice

Report issuance and final steps. Once the review report is issued, the project progresses to the "Final Invoice" stage. At this point:

• You will receive an email notification that the completed review report is available through your account on our website.
• The remaining 50% of the review fee is invoiced, marking the final financial step in the process.

This stage ensures all administrative and financial matters are concluded, providing a smooth transition to project completion.

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5. Complete

Job done. Upon receipt of the final payment, the project status is updated to "Complete." At this stage:

• No further action is required.
• Your review report remains accessible anytime through your account on our website.

This final step marks the successful conclusion of the CHECKSET Review Workflow, leaving clients with a fully documented and actionable review report.

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Conclusion

The CHECKSET Review Workflow is more than a process; it’s a strategic approach to ensuring the success of your construction projects. By following this structured five-stage framework, we provide clarity, consistency, and actionable results that empower you to make informed decisions and maintain project momentum. From the initial proposal to the final report, each stage is designed to address potential risks, streamline collaboration, and enhance project quality.

Our commitment to precision, transparency, and technical excellence sets CHECKSET apart as a trusted partner in construction document review. Whether you’re managing regulatory compliance or optimizing design details, our workflow ensures every project moves forward efficiently, meeting your goals and exceeding expectations. With CHECKSET, you gain more than a review; you gain a partner dedicated to delivering long-term value and project success.

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