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Guide 12 · Planning

Give every trade boundary a named owner.

Knowing the order of work is a start. Knowing who supplies the missing detail, approves a change and releases the next surface is what makes that order workable.

Three decisions before handover
  1. 01Ready to close?
  2. 02Ready to finish?
  3. 03Ready to decorate?
Concept diagram · not a construction specification

Keep one current scope, a short responsibility matrix and a written record of changes that affect other trades.

01

Assign the decisions between scopes

For each interface, write down who provides the information, who performs the work and who confirms that the next trade may proceed. Replace job titles with actual contacts before the project starts. One person may hold several roles; the responsibilities still need to be explicit.

A responsibility matrix to complete with the project lead
InterfaceDecision or informationName the responsible contact
Openings after plumbing or electrical workThe purpose, agreed extent, remaining access and readiness to close.Opening trade; surface contractor; person authorising closure.
Cabinets, trim or wall-mounted itemsCurrent layout, required support detail and finish boundaries.Designer or supplying trade; responsible installer; project lead.
Specified walls and ceilingsThe required product or assembly and the applicable drawings.Responsible designer or project professional; installing contractor.
Primer and paintSurface handover, products, review point and touch-up boundary.Finishing contractor; painter; reviewer.
Access and protectionWhich areas each trade uses and who maintains shared protection.Site contact; each affected contractor.
02

Keep readiness separate from a calendar date

Before an area is closed, ask the project lead to confirm that the preceding work and applicable checks are complete. Record the rooms, drawing revision, remaining access needs and the person releasing the area. A contractor's arrival date does not resolve an outstanding inspection or an unanswered design detail.

Keep the applicable inspection result with the release record, and distinguish a requested inspection from a completed, accepted check. The project lead should identify the relevant authority and any remaining conditions for each area. The local planning section below gives the city-specific starting point; this guide does not decide permit requirements.

  • Identify any item that must remain accessible and who confirms its treatment.
  • Check that each contractor is using the current relevant drawing or scope note.
  • Record an unresolved item explicitly instead of assuming another trade has accepted it.
  • Agree which areas can proceed if another area remains on hold.
03

Record changes before they travel through the job

A moved fitting, revised cabinet run or additional opening can change several scopes. Keep the request, approval and resulting work together. The person requesting a change should know who can authorise its cost and who needs the new information.

A short change record
FieldWhat to enter
Location and requestRoom, surface and the proposed change, with a dated sketch if needed.
Reason and sourceWho requested it and which previous detail it replaces.
Affected workOpening, concealed work, board, finishing, paint and access implications.
AssessmentWho confirms the method, required checks, price and schedule effect.
DecisionNamed approver, written decision and date; unresolved items remain visible.
DistributionWhich trades received the approved revision and acknowledged the handover.
04

Use a short coordination check before each handover

  1. What area is being handed over, and to whom?
  2. Which scope or drawing revision describes the work?
  3. What remains incomplete, excluded or subject to a decision?
  4. Which access or protection arrangements continue?
  5. Who handles later openings, damage and touch-ups?
  6. When will the next confirmation or review take place?

Send the brief record to the affected people through the agreed project channel. A small project may only need a single page; the useful part is that it stays current and gives each unresolved action an owner.

05

Delta: use a layer-by-layer release in the trade matrix

Delta’s guide lists separate framing, insulation and air or vapour-barrier inspection stages.

Source: City of Delta

Ask the permit holder which stages apply before another layer proceeds. Give each release a named owner and a defined area instead of using one “ready for drywall” message for the whole project. A revised service route should return the affected area to the project lead for a new decision.

  • List the preceding trade work and applicable result beside the next layer.
  • Keep changes to backing, service penetrations and surface finish on the same revision record.
  • Ask the receiving contractor to acknowledge any area that remains unreleased.
Useful to know

A few practical questions.

Who should tell the drywaller that other trade work is ready?

Name that person in the coordination record. They should confirm the relevant work, decisions and applicable checks for the specific area rather than passing on a general statement that the trade has left the site.

Are repairs caused by another trade automatically included?

Do not assume so. Record the new damage or opening, then confirm responsibility, repair and decorating boundaries, cost and timing through the agreed change process.

Can I use this checklist instead of construction drawings?

No. It helps people coordinate the work described in the project documents. Design details, assembly requirements and applicable approvals need the appropriate documents and responsible professionals.

Sources & editorial context

  1. Scheduling inspections online · September 2025 guideCity of Delta · Checked October 24, 2026

Technical references support the points linked above. The checklists and planning questions are editorial guidance, not a specification or an account of a contractor’s completed work.

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