Project Monitoring Template Suite

The complete IMS document pack for lender-side development monitoring. 8 professionally formatted, RICS-aligned templates covering the full project lifecycle — from initial due diligence through to close-out. Built by practising monitoring surveyors.

What's Included

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Schedule of Information Required (Excel)

Comprehensive information request tracker with project directory, insurance schedule, RAG-rated status tracking, and guidance notes. 4 tabs.

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Initial Report (Word)

Full initial due diligence report covering design, planning, site investigations, procurement, professional team, warranties, and insurance. 17 tables, 13 sections.

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Initial Report Workbook (Excel)

Supporting financial workbook with cost summary, executive summary, risk assessment, cashflow projection, programme tracker, information checklist, project team directory, and drawdown schedule. 8 tabs.

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Interim Report (Word)

Monthly monitoring report covering progress, costs, programme, design, statutory compliance, appointments, insurance, and outstanding information. 18 tables.

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Interim Calculations (Excel)

Financial calculation workbook with development cost summary, drawdown schedule, development cashflow, risk register, information checklist, and programme tracker. 6 tabs with linked formulas.

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Project Monitoring Certificate (Excel)

Formal drawdown certification document with cost summary and certificate log. The document the lender relies on to release funds.

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Drawdown Letter (Word)

Professional drawdown recommendation letter to the lender, with expenditure schedule and cost breakdown. Ready to sign and issue.

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Close-Out Report (Word)

Comprehensive project close-out report covering final account, defects, warranties, bonds, insurance, statutory compliance, and handover documentation. 22 tables.

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Bonus: Process Flow Infographic (PDF)

Visual 4-stage workflow showing how all 8 documents fit together across the project monitoring lifecycle.

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Bonus: User Guide (PDF)

Step-by-step guide to deploying the suite on your first project, including branding, customisation, and workflow tips.