Building Advisor Templates

Building Advisor Templates

There is a huge number of templates that someone in the Building Advisor role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Building Advisor. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Construction Progress Report
2. Project Budget Spreadsheet
3. Building Inspection Checklist
4. Construction Schedule Template
5. Change Order Request Form
6. Material Requisition Form
7. Safety Incident Report
8. Subcontractor Agreement Template
9. Request for Information (RFI) Form
10. Punch List Template

Reports

Reports are often prepared by a Building Advisor to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Project Status Report
2. Budget Report
3. Schedule Report
4. Quality Control Report
5. Safety Report
6. Change Order Report
7. Subcontractor Report
8. Material Procurement Report
9. Inspection Report
10. Punch List Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Building Advisor does and how they do it.

1. Site Inspection SOP
2. Safety Protocol SOP
3. Project Planning SOP
4. Permit Acquisition SOP
5. Material Procurement SOP
6. Construction Schedule SOP
7. Quality Control SOP
8. Progress Reporting SOP
9. Client Communication SOP
10. Project Closeout SOP

Presentations

Building Advisor presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Construction Progress Report
2. Building Safety and Compliance Update
3. Construction Budget and Cost Analysis
4. Building Project Timeline and Milestones
5. Construction Risk Assessment and Mitigation Plan

Legal Docs

There are several key times when a Building Advisor needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Construction Contract Template
2. Building Permit Application Template
3. Change Order Template
4. Subcontractor Agreement Template
5. Safety Inspection Checklist Template

Health & Safety Templates

Health & Safety templates for a Building Advisor ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Toolbox Talk Template
4. Safety Inspection Checklist Template
5. Emergency Response Plan Template

Calendars

Setting up Building Advisor calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Project Schedule Calendar
2. Meeting and Appointment Calendar
3. Construction Site Calendar
4. Equipment and Resource Calendar
5. Safety and Compliance Calendar

Invoice Templates

Several types of Building Advisor invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Construction Services Invoice
2. Materials and Supplies Invoice
3. Equipment Rental Invoice
4. Subcontractor Services Invoice
5. Project Management Fee Invoice

Survey Templates

For a Building Advisor to get insights related to the work they do, they need to send out Building Advisor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Project Evaluation Survey
3. Supplier Feedback Survey
4. Employee Engagement Survey
5. Safety and Compliance Survey

Meeting Agendas

Having premade Building Advisor meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Project Kick-off Meeting
2. Weekly Progress Meeting
3. Safety and Compliance Meeting
4. Client Update Meeting
5. End-of-Month Review Meeting

Budget Templates

To manage finances well, a Building Advisor would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Project Budget Template
3. Labor Cost Budget Template
4. Material Cost Budget Template
5. Equipment Cost Budget Template

Dashboards

Dashboards are a useful way for a Building Advisor to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Project Progress Dashboard
2. Financial Performance Dashboard
3. Resource Allocation Dashboard
4. Safety and Compliance Dashboard
5. Client Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Building Advisor needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Construction Project Proposal
2. Building Renovation Proposal
3. Construction Safety Training Proposal
4. Building Maintenance Proposal
5. Construction Cost Estimation Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Building Advisor templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.