# Renovation client update and decision worksheet

Companion guide: https://www.overskill.com/learn/plan-renovation-client-updates

The filled Cedar Kitchen example is fictional. Its dates and dependencies are
communication-planning inputs, not construction instructions or a real schedule.
Use sample files and records until the portal's access rules have been tested.

## 1. Name the project and people

Project:
Current phase:
Homeowner / person who replies:
Project lead / follow-up owner:
Business timezone:
Last update:
Next promised update:

## 2. Write one client-facing update

What changed:
Next decision / exact question:
Reference and version:
Person who replies:
Needed by (date, time, timezone):
Why that deadline / what waits for it:
Person who follows up:
What to do if more time is needed:
Next update (even if the decision remains open):

Filled example:
- Project: Cedar Kitchen, Planning.
- Last update: October 6, 2026, 9:00 AM, America/Chicago.
- What changed: Avery uploaded layout v3 with the pantry beside the refrigerator.
- Decision D-01: Rowan chooses the shown pantry position or requests a change.
- Deadline: October 7, 2026, noon, America/Chicago.
- Dependency: Avery's cabinet-quote request that afternoon.
- Follow-up owner: Avery. Ask Avery for more time in this decision's discussion.
- Next update: October 7, 2026, 3:00 PM, America/Chicago.

## 3. Map project phases to decisions

| Phase | What the homeowner needs to know | Decision | Reference/version | Who replies? | What waits? |
| --- | --- | --- | --- | --- | --- |
| Planning | Current layout changes | Pantry position | Layout v3 | Rowan | Cabinet-quote request |
| Your phase | | | | | |

Let the project lead supply real sequencing and formal approval requirements.
Do not treat every portal response as permission to proceed with work.

## 4. Build the decision log

| ID and question | State | Response owner | Deadline | Follow-up owner | Next action |
| --- | --- | --- | --- | --- | --- |
| D-01 Pantry position, layout v3 | Awaiting homeowner | Rowan | Oct 7, noon, America/Chicago | Avery | Get position choice or requested change |
| D-02 Handle finish, sheet v2 | Answer recorded | Rowan | Oct 5, 4 PM, America/Chicago | Avery | Verify selected item before ordering |
| D-03 Delivery access window | Preparing | Avery | No homeowner deadline yet | Avery | Obtain supplier windows |
| Your decision | | | | | |

States: Preparing; Awaiting homeowner; Answer recorded; Closed; Superseded.
Overdue is a label on an unanswered decision, not consent. A recorded answer is
separate from the contractor's follow-through, an order or a completed task.

## 5. Record one decision in detail

Stable decision ID / project:
Question and reference version:
Response, person and time:
Follow-through, responsible person, time and evidence:
Why closed or superseded (if applicable):
Prior / replacement decision link:
Deadline changes and reasons:

Filled D-02 response: Rowan selected option B, brushed nickel, on October 5,
2026 at 2:10 PM, America/Chicago, against selection sheet v2.
Follow-through: Avery still needs to verify availability. No order is recorded.

## 6. Rehearse a changed reference

Filled variation: Rowan answers D-01 against layout v3. Avery uploads layout v4
with a different pantry position. Keep the original answer on v3, mark the old
question Superseded, and create D-04 for v4. Link the decisions, explain the
change, and supply a fresh question, response owner and deadline.

Your original decision / reference:
What changed:
Replacement decision / reference:
New deadline and owner:
What the homeowner sees next:
Evidence that the old answer remains visible:

## 7. Record the rehearsal results

| Check | Expected | Observed / evidence |
| --- | --- | --- |
| Find next action | Question, version, person, deadline and next update are together | Unverified |
| Respond and return | Both people reopen the same recorded answer and version | Unverified |
| Follow through | Answer does not automatically claim an order or completed work | Unverified |
| Change a reference | Old answer stays in history; revised question requires a fresh reply | Unverified |
| Miss a deadline | Still open with a follow-up owner; no inferred consent | Unverified |

Reviewer:
Remaining work / owner:
Next rehearsal date:

Use https://www.overskill.com/learn/verify-private-record-access for separate
tests of project, attachment and decision-history permissions. Use the business's
existing process for signed scope changes and payment authorization.