Overview: Project Management Tasks

Project Management Tasks

Every project is unique in scope and size.

But administratively, they all require the same categories of oversight.

These tasks don’t disappear just because a contractor is hired.
They are either handled deliberately — or they are handled poorly.

In Overview – Project Teams, you’ll see how different delivery models assign these responsibilities.

For now, focus on this:

Each phase carries real management work.


Planning Phase

Managing the Planning Phase typically includes:

  • Interview designer(s)
  • Bid designer(s)
  • Contract with designer(s)
  • Create the scope of work
  • Define the budget
  • Plan the schedule
  • Sketch project plans
  • Manage designer(s)
  • Make design changes
  • Approve scope of work changes
  • Process pay requests and changes
  • Respond to requests for information
  • Ensure adherence to building code
  • Ensure adherence to applicable laws
  • Attend design meetings
  • Write and issue meeting minutes
  • Contract enforcement
  • Document control

These responsibilities shape every downstream outcome.

Detailed guidance appears in the Planning Phase section.


Bidding Phase

Managing the Bidding Phase typically includes:

  • Prepare the bid package
  • Locate and invite bidders
  • Manage pre-bid meeting(s)
  • Bid the project
  • Communicate with bidders
  • Respond to bid questions
  • Issue bid addenda as-needed
  • Verify bid details
  • Review, evaluate bids
  • Bid negotiation and award
  • Contract negotiation
  • Contract preparation and issue

Clarity here protects leverage later.

Detailed guidance appears in the Bidding Phase section.


Construction Phase

Managing the Construction Phase typically includes:

  • Write and issue contracts
  • Monitor construction
  • Contract enforcement
  • Review change orders/pay requests
  • Approve pay requests and changes
  • Respond to requests for information
  • Review and approve submittals
  • Review/approve shop drawings
  • Attend construction meetings
  • Write and issue meeting minutes
  • Document control
  • Issue payments

Construction reveals whether Planning and Bidding were complete.

Detailed guidance appears in the Construction Phase section.


What Comes Next

These activities exist on every renovation — regardless of size.

The question is not whether they occur.

The question is who manages them, and under what structure.

Understanding the people involved clarifies how these responsibilities are assigned — and where authority must remain.