Team directory and responsibility map

Two sheets. The directory holds everyone who touches the project, with the checks you made on them. The responsibility map says, for each recurring task or decision, who decides, who does the work, who is consulted and who is told. The thinking behind both is in Module 3. Both sheets live only in this browser; export them from the binder page and print the directory for the fridge.

Sheet 1: directory

One row per person or office, including the building department, your lender and your insurance agent. "License no. and where verified" means the number as it appears on the licensing authority's own lookup, with the date you looked, not the number printed on a business card. "Insurance cert received" means a certificate of insurance that came from the insurer or broker. The "trade: …" role is for an individual trade contractor; write the trade in the company or notes field.

Sheet 2: responsibility map

One row per task or decision that will recur. Decides is one name; if you write two, you have found a future argument. Does is who performs it. Consulted is asked before. Informed is told after. Load the example rows for a map filled in for the fictional Alder Street kitchen with a general contractor; then edit the names to fit your project.

How to use these sheets

• Fill the directory before you need it. The day a pipe is found leaking is not the day to search for the plumber's cell number or the building department's inspection line.
• Verify, then record where. A license status changes. Write the date you checked and the page you checked it on, so you can check again before signing and again before the final payment.
• Agree the map with the people on it. A responsibility map you wrote alone is a wish. Walk it through with your contractor or designer at the first meeting; a row they disagree with is a row that would have failed later.
• Watch the "does" column. Everything that says "owner" there is time out of your week. Compare the total with the hours you said you had in setup and in Module 1.
• Empty cells are findings. If nobody is in "decides" for approving change orders, that decision will be made by whoever is on site at the time.
• Update when the team changes. A new subcontractor or a replaced designer means new rows in the directory and new names in the map.