Wrap-Up Phase Trello Board

Scientific Remodeling System

Wrap-Up Phase Trello Board


In the Trello Project Management System For Remodelers, each project is an Organization in Trello. This allows you to compartmentalize the information you need to manage your projects. I’ll be showing you how to use each of the typical boards within the Organization (henceforth called project). In this video you’ll discover how to use the Wrap-up  Phase board of the Trello Project Management System For Remodelers. In the previous Trello article, you discovered how to use the Trim-out Phase, organizing, scheduling, and completing all the items in the trim-out phase of the project.  Each project will have 6 boards in it:

  1. Design Phase
  2. Hand-off to Production
  3. Rough-in Phase
  4. Trim-out Phase
  5. Wrap-up Phase
  6. Post-Project Phase

This board, called the Wrap-up Phase Board, is the 6th of 7 boards making up the Trello Project Management System For Remodelers. 
In this video I’ll review the Wrap-Up Phase board – tidying up the loose ends of a job before the final closing. Using the Mansion Bathroom project as our example, this board contains the Final Punchlist, Completed Punchlist, Punchlist Sign-off, Delivery of Manuals, and several other lists. When the lists are all checked off, it’s time to collect your check, and head to the bank.

Most of the boards, which I will be sharing with Intermediate and Premium Members, will have actual contract forms and checklist links, such as Design Retainer Agreements, a fillable PDF Lead Sheet, Proposal contract, Pre-Construction Conference form, Pre-Construction Conference contract, Subcontractor Agreements, Request for Quotes forms, Work Order forms, Purchase Orders, etc. In all fairness, most of these will only be available to Premium Members. The cool part of this is that the forms and contracts are actually linked in the cards themselves, so you’ll always have access to a fresh copy for your own use.

Premium Members can copy this board. Click here if you are a Premium Member. 

If you are not already a Premium Member, do yourself and your company a big favor and join SRS today as a Premium Member. The advantages far outweigh the cost of the membership. Plus it’s risk-free. The value you’ll receive is priceless.




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