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• Pre-construction planning

  • Clarify and document the homeowner’s priorities, constraints, and success criteria.

  • Review contractor proposals and schedules; facilitate selection discussions.

  • Coordinate permitting, inspections, and any needed third-party reports (engineer, architect, surveyor).

  • Prepare a detailed project schedule, budget baseline, and change-order process.

• Quality assurance and oversight

  • Enforce quality standards and specifications through regular inspections and punch lists.

  • Document workmanship and materials with photos and reports; track open items until resolution.

  • Facilitate final testing, commissioning, and warranty handover.

• Risk management and dispute resolution

  • Identify schedule, safety, and quality risks early and implement mitigation plans.

  • Mediate disagreements between homeowner and contractor; escalate unresolved issues with documentation and recommended remedies.

• Contract and scope management

  • Ensure contracts clearly define scope, deliverables, payment milestones, warranties, and dispute-resolution procedures.

  • Verify that contractors maintain required licenses, insurance, and bonding before work begins.

  • Manage and document scope changes; assess cost and time impacts; obtain homeowner approvals.

• Communication and reporting

  • Provide regular status updates to the homeowner (progress, budget-to-date, upcoming milestones, risks).

  • Maintain a central project record: drawings, change orders, permits, invoices, and warranties.

  • Organize and lead site meetings and decision points, ensuring homeowner decisions are informed and timely.

• Closeout and warranty support

  • Compile a comprehensive closeout package: as-built drawings, operation manuals, warranties, lien releases.

  • Verify completion of punch-list items and coordinate final inspections and occupancy approvals.

  • Monitor warranty claims and follow up to ensure timely resolution during the warranty period.

• Project coordination and supervision

  • Serve as the primary daily contact for contractors, subcontractors, and material suppliers.

  • Coordinate trade sequencing, deliveries, and inspections to minimize delays and conflicts.

  • Monitor progress against the schedule and proactively address issues that threaten milestones.

• Cost control and payments

  • Reconcile contractor invoices against completed work and contract terms.

  • Authorize payments only when work meets acceptance criteria; manage retainage and holdbacks.

  • Identify cost-saving alternatives and negotiate with contractors when needed.

Value delivered to the homeowner

• Single point of accountability and consistent communication.

• Reduced risk of cost overruns, delays, and quality issues through proactive oversight.

• Faster problem resolution and clearer documentation to support decisions and disputes.

• Better alignment between the homeowner’s goals and the finished project.

A dedicated project manager (PM) represents the homeowner’s interests from pre-construction through closeout. Their role centers on coordination, communication, quality control, and risk management to keep the project on time, on budget, and aligned with the homeowner’s objectives. Core responsibilities: