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Workflow
Trades & Construction

Service Delivery for Trades & Construction

Manages the end-to-end delivery of a service engagement from kickoff through execution, quality review, and customer acceptance.

Trigger: Service engagement is approved and resources are allocated
Total: Varies by engagement scope
6 stages
Compliance Note

Compliant with Safe Work Australia requirements, state WHS legislation, and Building Code of Australia (NCC) documentation standards.

Workflow Stages

1

Engagement Kickoff

Launch the engagement with a formal kickoff site meeting aligning the team and customer on objectives and approach.

Inputs

  • Signed contract and scope of work
  • Team assignment roster
  • Kickoff site meeting agenda

Outputs

  • Kickoff site meeting completed
  • Job charter signed
  • Communication plan established
Project Manager
1-2 days
2

Detailed Planning

Develop the detailed delivery plan with tasks, assignments, milestones, and risk considerations.

Inputs

  • Job charter
  • Scope of work
  • Resource availability

Outputs

  • Detailed job plan
  • Risk register created
  • Milestone schedule confirmed
Project Manager
3-5 days
3

Execution

Execute the planned activities, manage tasks, and track progress against milestones.

Inputs

  • Job plan
  • Resource assignments
  • Quality standards

Outputs

  • Deliverables produced
  • Progress reports
  • Issue and risk log updated
Service Delivery Team
Per project plan

Decision Points

  • Are deliverables on track?
  • Do any risks require mitigation action?
4

Quality Review

Review all deliverables against quality standards and customer requirements before submission.

Inputs

  • Completed deliverables
  • Quality checklist
  • Customer requirements job card

Outputs

  • Quality review report
  • Deliverables approved or revision required
  • Quality metrics recorded
Quality Assurance Lead
2-5 days
5

Customer Review and Acceptance

Present deliverables to the customer for review and obtain formal acceptance.

Inputs

  • Quality-approved deliverables
  • Customer review agenda
  • Acceptance criteria

Outputs

  • Customer feedback received
  • Revisions completed if needed
  • Formal acceptance signed
Project Manager
3-7 days

Decision Points

  • Has the customer accepted the deliverables?
6

Engagement Closure

Complete all administrative tasks, final billing, and lessons learned documentation.

Inputs

  • Customer acceptance confirmation
  • Final billing data
  • Lessons learned template

Outputs

  • Final invoice submitted
  • Lessons learned documented
  • Engagement formally closed
Project Manager
2-3 days

Frequently Asked Questions

What happens if deliverables are delayed?

The job manager communicates delays to the customer with a revised timeline and mitigation plan. Significant delays trigger the escalation process.

Can the scope change during delivery?

Yes, scope changes follow the customer scope change workflow, ensuring all modifications are documented, assessed for impact, and formally approved.

How is quality maintained throughout delivery?

Quality is maintained through defined standards, peer reviews during execution, formal quality gates before customer submission, and continuous customer feedback.

Ready to implement this workflow in your business?

Our team can implement this workflow into your business operations with custom tools and training.