The Playbook

Your phase-by-phase guide through the entire construction process.

• What is the Playbook? — The Playbook is your phase-by-phase construction guide. Learn how it works and why it matters.
• Understanding Build Phases — Breakdown of major construction phases from pre-construction through final completion.
• Following Guidance Entries — What guidance entries are, how to mark them complete, and how they track your progress.
• Phase Checklists — How to use phase checklists to ensure nothing is missed during each construction phase.
• What to Do at Each Phase — Quick reference for what actions to take during each construction phase.
• Construction Timeline Expectations — How long each phase typically takes, common delays, and how to track against your timeline.
• Working with Your Lender During Each Phase — What your bank expects at each phase, when to submit draws, and how the Playbook aligns with draw timing.
• Customizing Your Playbook — How to add custom guidance entries, reorder phases, and add notes to phases.