For A&E firms
Projects move fast. The kickoff and site steps shouldn’t reset every time.
Capture project kickoffs, site visit routines, QA reviews, and consultant coordination so teams follow the same operational sequence across jobs.
Project Kickoff
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Confirm team roles & fee breakdown
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Set up project folder & naming
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Issue kickoff agenda & invite consultants Notes
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Verify code research & site constraints logged
A reusable path from kickoff to closeout.
Project teams start the same operational checklists. Field staff complete site lists. Consultants can finish their steps from a guest link.
- Kickoffs cover the same critical setup items.
- Site visits follow a documented sequence.
- QA review checkpoints are consistent.
- Consultant handoffs are clear.
- PMs see what finished across the job.
Architects reviewing project kickoff materials in a studio
Each project reinvents the operational checklist.
Kickoff agendas live in old emails. Site visit notes vary by who went. New project engineers learn by interrupting the PM. Consultants get incomplete instructions.
- Project kickoffs miss standard setup steps.
- Site visit prep differs by discipline.
- Deliverable review sequences are informal.
- Consultant onboarding is last-minute.
- PMs chase status instead of seeing completion.
Capture firm processes once. Run them on every job.
Build A&E operational checklists. Start them at kickoff, visit, or review. Share guest links with consultants and contractors when needed.
Processes
Work architecture & engineering teams run again and again
Project kickoff
Team, folders, codes, and kickoff meeting prep in one list.
Site visit readiness
PPE, drawings, and agenda before anyone leaves the office.
Deliverable QA review
Checkpoints before packages leave the firm.
Consultant coordination
Intake and handoff steps for outside disciplines.
Construction admin site walk
Observation and follow-up steps for CA visits.
Project closeout
As-builts, warranties, and archive milestones.
Across roles in architecture & engineering
Principals & PMs
See which kickoff, visit, and review processes finished.
Project engineers & architects
Follow firm-standard operational steps on every job.
Field staff
Complete site visit checklists consistently.
Consultants
Finish handoff steps from a guest link.
See it the way your team will use it
Tasks, notes, and progress — the same process your team will run.
Project Kickoff
-
Confirm team roles & fee breakdown
-
Set up project folder & naming
-
Issue kickoff agenda & invite consultants Notes
-
Verify code research & site constraints logged
Templates
Don’t start from scratch
Only linking to templates and categories that exist in the public library.
Simple to start
Start with a checklist.
Build an operating system over time.
Start free with a checklist or a template. Upgrade when a school, care team, or crew needs guest links, unlimited checklists, or shared assignment.
Free
Enough to capture processes and build the habit.
- Up to 2 checklists
- Personal checklists to get organized
- No credit card to begin
Pro
For recurring processes and guest completion links.
- Unlimited checklists
- Guest process links
- Personalization, embeds, and PDF export
- Reminders
Put the way architecture & engineering works into Checkli.
Create the process once. Share it with the people responsible. Know when it gets done.