CH 06PM STANDARDS PACK
JOIN WAITLIST
CFOS TOOLKIT · CHAPTER 6 · STEP 06

PM standards pack

The written standards your project managers follow so billing dates hold without you chasing them.

WHAT IS IN IT

The template covers

ITEM 01
Billing calendar with dates, owners and cutoffs
ITEM 02
Change order clock: directed, priced, submitted, approved, billed
ITEM 03
Notice requirements pulled forward so they don't get missed
ACCESS ยท KEY REQUIRED

This one is gated

Scanning the QR code in chapter 6 opens it with nothing to type. If you typed the address yourself, enter the key printed under that code. It's the same key on every chapter, so one look at any of them opens all 6.

No key? CONTROL publishes October 1, 2026 and the key is printed in it, under the QR code at the end of 6 of the 8 chapters.

JOIN THE WAITLIST

No key yet? Leave an address and I will tell you the day the book publishes, which is the day this opens.

A handful of emails between now and release, then it stops. Nothing is sold on and one click unsubscribes.

THE CHAPTER BEHIND IT

Step 06: Project management

Billing dates, change orders, and notices, run as standards that hold without anyone chasing them.

CHAPTER 6
Project management
What the chapter covers and what has to be true before it works.
STEP 06
Billing and change orders that hold without chasing
The working reference: dependencies, what it feeds, and how to tell it's installed.
TOOLKIT
All 6 templates
Every template, and why two chapters carry none.
THE PAPERWORK THIS CALLS FOR

Every template listed in the standards

The IF/THEN table calls each of these out. Here they are.

DOCX
Change order letter
The letter that turns a directed change into a priced, dated, submitted change order.
DOCX
Notice of delay
Puts a delay on the record the week it happens, which is the only week it's worth anything.
DOCX
Notice of nonpayment
The written step that has to exist before any lien or bond claim goes anywhere.
DOCX
Notice to stop work
Stops the work in writing, on terms, without giving up your position on the contract.
DOCX
Notice of termination
Ends the agreement on the record, with the dates and the cure period stated.
XLSX
Request for information
One RFI log with a number, a date asked, a date answered, and the cost impact beside it.
XLSX
Submittal cover
The cover sheet that starts the approval clock and gives you a date to point at later.
XLSX
Document control log
Every drawing revision, submittal, and RFI in one register, so nobody builds off a superseded sheet.
XLSX
Job safety analysis
The task-by-task hazard sheet the crew signs before the work starts.
PDF
Jobsite map and contact info
Gate, laydown, parking, and every phone number on one page the crew can read from a truck.
THE OTHER FIVE

More templates

CHAPTER 1
Job cost code template
Two separate cost code structures, one built for a subcontractor and one built for a general contractor, because the two trades sort cost differently.
CHAPTER 2
Equipment cost basis worksheet
Ownership, maintenance and insurance in one sheet, so equipment gets charged to the job that used it.
CHAPTER 3
Overhead calculator
Enter your indirect costs at whatever frequency you pay them, and get the overhead rate your bids have to carry.
CHAPTER 4
Estimating alignment meeting agenda
The agenda that gets estimating and accounting using the same cost codes.
CHAPTER 7
Cash flow, WIP and the CEO report
Four separate downloads: the 13 week forecast, the WIP schedule a bank will accept, the CEO report skill, and the guide that installs it.

8 Steps 60 Days

CONTROL is the full system, written for commercial subcontractors from under $1M to $100M. It publishes on October 1, 2026. 8 steps, 6 working templates, and the order they install in. $9.99 ebook, $24.99 paperback.

JOIN THE WAITLISTSEE ALL 8 STEPS