Project Management Walk Thru

PROJECT MANAGEMENT WALK THRU

Project Identification

Client Name:    Client Contact:

Service Provider:    Project Manager:

Walk Thru Date:    Start Time:    Location:

Scope of Walk Thru

Purpose: The purpose of this walk thru is to document current conditions, verify progress against the scope of work, confirm safety and access requirements, identify deficiencies or risks, and assign corrective actions. This record will form the basis for acceptance actions and any required change order requests.

Participants

List of attendees present at the walk thru (name, role, organization):

Observations and Findings

Provide clear, factual observations. Each observation below should include referenced location, description of condition, impact on scope, and any photographic evidence referenced in attachments.

Action Items and Responsible Parties

Documented corrective actions, assigned owner, and target completion dates. Items may be converted to formal change orders if outside the original scope.

Owner:   Due Date:   Priority:

Owner:   Due Date:   Priority:

Deliverables & Acceptance Criteria

List deliverables reviewed or expected as a result of this walk thru and explicit acceptance criteria for each.

Target Delivery Date:

Timeline & Milestones

Provide the project baseline start and end dates and key milestones identified or verified during the walk thru.

Baseline Start Date:    Baseline End Date:

Target Date:

Budget & Payment

Record the budget items referenced during the walk thru and any immediate payment or invoice items identified.

Change Order Process

Any change to the scope identified during this walk thru that affects cost, schedule, or quality must be submitted as a written change order. Change orders require written approval by the Client and the Service Provider prior to commencement of changed work. Emergency work necessary to prevent imminent harm must be documented and followed by a change order within five business days.

Approval Threshold (amount requiring formal approval):

Confidentiality

All non-public information disclosed in connection with this walk thru is confidential. Recipients shall not disclose confidential information to third parties except as required by law or with prior written consent. Confidential materials remain the property of the disclosing party and must be returned or destroyed upon request.

Governing Law

This walk thru record and any disputes arising from it shall be governed by the laws of:

Attachments and Evidence

Indicate any attachments appended to this walk thru (photographs, drawings, test results). Attachments are incorporated by reference into this record.

Attachments included: Yes

Acknowledgement

By signing below, the undersigned acknowledge that this walk thru record accurately reflects the observations, action items, and agreements made during the walk thru. Signing does not constitute final acceptance of completed work unless explicitly stated in the signature block.

Acceptance Status: Accepted as noted    Requires corrective action

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