OPERATIONS DOCUMENTS FOR SMALL CONTRACTORS

When the person who knows everything is gone, the job still has to move.

The Operations & Continuity Playbook gives your team written answers before a superintendent quits, an owner becomes unreachable, a vendor fails, or a jobsite decision sits unanswered for three days.

13-page core playbook Contractor quick-start guide 28 editable Word templates No subscription

Your superintendent quits on Tuesday morning.

The concrete crew is booked for Thursday. A $7,500 change order is waiting. The project manager thinks only the owner can approve it. Nobody knows who should call the customer. The job loses three days because the answer lived in one person's head.

This playbook makes those decisions before the bad day: who can approve what, who takes over, when an issue gets escalated, and what must be written down.

The questions that usually turn into phone calls, delays, and arguments

Approvals

Who can approve a change order, rental, vendor substitution, or emergency expense - and up to what amount?

Absence

Who runs the job when the owner, PM, or superintendent cannot be reached?

Escalation

Which issues stay at the jobsite, and which ones must reach the owner immediately?

Handoffs

What has to be transferred when someone quits, gets sick, or moves to another project?

Vendor failure

Who finds the replacement, who approves it, and who tells the customer?

Incidents

What gets documented in the first 24 hours, who receives it, and what happens next?

Download an eight-page sample before checkout

The preview includes the free PDF sample, real pages from the playbook, the complete 28-template list, and a construction example filled into the Decision Authority Matrix.

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SAMPLE: CHANGE ORDER AUTHORITY
Up to $10,000Superintendent
BackupProject Manager
Above limitOwner approval
Example limits only. Each buyer sets its own thresholds.

Dean Russell

Dean is a U.S. Navy veteran, MBA, operations leader, and systems builder. His background includes leading teams, documenting repeatable processes, training employees, and building practical tools for small organizations.

Read Dean's background and why he built it →

Use the files yourself, or get the first authority matrix configured with you.

Build it with your team

$299
  • Core operations and continuity playbook
  • Contractor quick-start guide and examples
  • 28 editable Word templates
  • Internal-use license for one organization
Choose self-guided - $299

FREE EDITABLE CONTRACTOR TEMPLATE

Set approval limits before the next urgent call.

Get the editable Word matrix used to document change-order, emergency rental, vendor substitution, safety-stop, and customer-commitment authority.

  • Assign a primary and backup decision-maker.
  • Write the dollar limit or operating condition.
  • Define exactly when the decision escalates to the owner.

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Decide who can act before the decision is urgent.

Download the contractor package and all 28 editable templates. Customize them for one organization and use them across your internal operations.