Aesthetic E Consulting · Standard Operating Procedure MASTER
New Project Onboarding
Complete every step before declaring a project active. Check off as you go.
Code: POC-YYMM-ProjectName
Project Name
Client
Year & Month (YYMM)
Overall Completion
0%
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Phase 1 — Google Drive Setup
0/8
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✓
Create client folder inside 01_CLIENT_PROJECTS Drive
Name it using the client's company name in ALL CAPS — e.g. AMPACITY
✓
Create project folder inside client folder Drive
Format: YYMM – Project Name (e.g. 2501 – 250 Central Ave)
✓
Create all 9 subfolders inside project folder Drive
01_Admin_&_Legal / 02_Plans_&_Specs / 03_Field_Evidence / 04_Production_Tracking_(Monday.com) / 05_Coordination_&_RFIs / 06_Meeting_Minutes_&_Walkthroughs / 07_SOPs / 08_Billing_&_Requisitions / 99_Archive
✓
Upload signed contract or agreement Drive
Goes in 01_Admin_&_Legal
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Upload drawings and specs Drive
Goes in 02_Plans_&_Specs — include revision number and date in filename
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Save foreman SOP to project folder Drive
Goes in 07_SOPs — customize with project name before saving
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Take and save initial site photos Drive
Goes in 03_Field_Evidence — name folder by date (YYYY-MM-DD_Initial)
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Confirm all folders are accessible and correctly named Drive
Do a quick check — no untitled folders, no misplaced files
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Phase 2 — Monday.com Board Setup
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Create new board for project Monday
Clone the residential board template — do not start from scratch. Rename to match project.
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Set up groups by floor or zone Monday
Each floor or work zone gets its own group. Add all units/areas as rows.
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Verify all automations are active Monday
Check that all phase STUCK, IN PROGRESS, DONE, and notification automations transferred correctly
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Set Critical Blocker default to CLEAR Monday
Confirm the "when item is created → set CRITICAL BLOCKER to CLEAR" automation is active
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Add Last Updated column next to Full Progress Monday
Use Monday's built-in Last Updated column — it auto-fills, no manual entry needed
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Set column permissions Monday
Lock phase summary columns, Critical Blocker, and Full Progress to owner-only editing
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Create filtered views Monday
Set up: Critical Blockers, Ready to Move, Procurement, To-Do's
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Phase 3 — People & Access
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Invite foreman to Monday board Action
Set permission to "Can edit content" — not admin, not viewer
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Invite client to Monday board as viewer Action
Client should be able to see progress without editing anything
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Walk foreman through the SOP Action
Do a live walkthrough. Have them make their first update while you're there.
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Confirm GC contact info is documented Action
Name, phone, email of your main GC contact — save in 01_Admin_&_Legal
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Save all key contacts in one doc Doc
Client, foreman, GC, key subs, inspectors — name, phone, email, role
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Phase 4 — Field Readiness
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Complete first site visit Action
Use the Site Visit Report form. Document baseline conditions.
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Save first Site Visit Report to Drive Drive
Goes in 03_Field_Evidence — name by date: SVR-YYYY-MM-DD
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Confirm material ordering process with foreman Action
Thursday list → Friday approval → release before 4PM. Make sure foreman knows the bypass rule for urgent orders.
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Identify any existing blockers on day one Monday
If anything is already stuck, log it in Monday immediately with Blocker Details filled in
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Notify client of project start and share board access Action
Send a brief kickoff summary — project, scope, your role, how to view progress
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Phase 5 — Billing Setup
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Discuss financial data management scope with client Action
Does Aesthetic E Consulting have access to requisitions, AIA billing, change orders, and budget tracking? Document the decision — this determines portal security level and retainer tier. If yes, upgrade portal to Netlify Identity with individual login before sharing access.
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Configure portal security based on scope decision Action
Standard scope — site-wide PIN sufficient. Financial data access confirmed — upgrade to Netlify Identity, create individual client login, assign folder access permissions before sharing portal URL.
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Confirm billing schedule with client Action
When are AIAs due? What's the requisition cycle? Document this.
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Save initial contract value and scope in billing folder Drive
Goes in 08_Billing_&_Requisitions — this is your billing baseline
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Set up billing flag column on Monday board Monday
Checkbox column — check it when a task or issue affects the current requisition
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Schedule first billing review call Action
Get it on the calendar before the first requisition is due