Meeting Information

Basic project, client, and attendee details.

Project Overview

Confirm the contracted scope and the client's priorities.

Schedule & Project Readiness

Confirm timing, permits, and anything that could affect the start date.

Selections & Materials

Track what's confirmed, what's outstanding, and client-purchased items.

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Jobsite Logistics

Confirm access, storage, utilities, and occupied-property considerations.

Communication & Client Expectations

Confirm how and when the team will stay in touch with the client.

Action Items Before Construction

Assign what needs to happen, by whom, and by when.

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Internal Team Notes

Record internal direction and confirm overall readiness.