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TTThe Tradie Toolkit

Subcontractor Management Kit

Turn ad‑hoc subcontracting into a controlled, auditable workflow that produces a complete file from project context through contract, delivery, payments, and closeout. You’ll get named, reusable artefacts that standardise selection, quality, and commercial control across vendors and projects.

  • 14 steps
  • Instant delivery
  • ChatGPT · Claude · Gemini

Try step 1 free.

Copy this into ChatGPT, Claude or Gemini, fill in the [BRACKETS] and see what you get. No sign-up. The other 13 steps, examples and checklist unlock after purchase.

Setup & Context: Capture Project Context

Provide: [PROJECT OVERVIEW], [OBJECTIVES & SUCCESS CRITERIA], [SITES/LOCATIONS & ACCESS CONSTRAINTS], [KEY STAKEHOLDERS & ROLES], [PROGRAMME MILESTONES & DEADLINES], [BUDGET RANGE & COST DRIVERS], [DEPENDENCIES ON OTHER TEAMS/VENDORS], [ASSUMPTIONS], [CONSTRAINTS], [COMMUNICATION CHANNELS], [ENTERPRISE STANDARDS/POLICIES], [TECHNICAL DRAWINGS/SPECS/LINKS], [APPROVALS/CONSENTS STATUS], [REPORTING CADENCE], [DECISION RIGHTS].
Act as a senior operations lead and produce a concise, vendor-briefable Project Context Dossier that will anchor all downstream controls.
Work through it like this:
1) Normalise: expand acronyms, align units, and turn vague goals into measurable outcomes tied to dates and dollars.
2) Map the delivery context: sites, interfaces, other works, outages, change freezes, and any owner-supplied items.
3) Identify critical path drivers and no-go windows; note any approvals/consents gating mobilisation.
4) Define governance: decision rights, escalation path, RASCI for client-side roles, and reporting cadence.
5) Extract vendor-relevant constraints and assumptions that must carry into the SOW.
Give me the output as:
- Project Context Dossier (sections): 1) Executive Brief; 2) Scope Intent (not the SOW); 3) Sites & Interfaces; 4) Milestones & Windows; 5) Dependencies; 6) Constraints & Assumptions; 7) Governance & Comms; 8) Artefacts & Links.
- Context Summary Table with columns: Item, Detail, Source/Link, Impact on Vendor, Confidence (High/Med/Low).
Quality bar: A new project manager can brief a subcontractor in 10 minutes and the subcontractor has zero unit ambiguities or missing dates.
If any field is unavailable, ask targeted questions or mark MISSING with the impact noted in the summary table.

What's inside.

A system prompt, then 14 steps you run in order, plus instructions, worked examples, fix-it prompts and a quality checklist. Full prompts unlock straight after payment.

  1. 01Setup & Context: Capture Project Context
  2. 02Setup & Context: Define Work Package
  3. 03Setup & Context: Set Risk, Safety & Compliance
  4. 04Source & Commit: Vet & Shortlist
  5. 05Source & Commit: Evaluate & Reference Check
  6. 06Source & Commit: Contract & Rate Card
  7. 07Deliver & Control: Mobilise & Onboard
  8. 08Deliver & Control: Plan Quality Gates
  9. 09Deliver & Control: Run Kick-off & Roles
  10. 10Deliver & Control: Gate & Inspect
  11. 11Deliver & Control: Manage Changes & Variations
  12. 12Deliver & Control: Track Progress & Payment Claims
  13. 13Close & Improve: Invoice & Closeout
  14. 14Close & Improve: Review & Archive for Reuse

The details.

WHO IT'S FOR

Operations and project leaders who hire and manage subcontractors for enterprise projects in New Zealand.

WHAT YOU'LL MAKE

  • Work Package SOW
  • Executed Subcontract Agreement & Rate Card
  • Quality Gate Plan & Inspection Checklists
  • Progress Dashboard & Payment Claim Pack
  • Closeout Report & Final Account Reconciliation
  • Lessons Learned & Vendor Scorecard Library

HOW IT WORKS

To get traction fast, complete Step 2 (Define Work Package) using Step 1’s context, then jump to Step 6 (Contract & Rate Card) with a single shortlisted vendor from Steps 4–5.

14 steps, each building on the last: Setup & Context: Capture Project Context → Setup & Context: Define Work Package → Setup & Context: Set Risk, Safety & Compliance → Source & Commit: Vet & Shortlist → Source & Commit: Evaluate & Reference Check → Source & Commit: Contract & Rate Card → Deliver & Control: Mobilise & Onboard → Deliver & Control: Plan Quality Gates → Deliver & Control: Run Kick-off & Roles → Deliver & Control: Gate & Inspect → Deliver & Control: Manage Changes & Variations → Deliver & Control: Track Progress & Payment Claims → Close & Improve: Invoice & Closeout → Close & Improve: Review & Archive for Reuse. Includes two worked examples, fix-it prompts and a quality checklist.

WHAT IT WON'T DO

This kit standardises process and documentation but is not legal, tax, or H&S advice; engage qualified professionals for complex legal drafting, disputes, or regulatory approvals.

DELIVERY

Instant email with your guided kit page and a downloadable file. Works with ChatGPT, Claude or Gemini (free or paid), including on your phone.

This is a prompt toolkit you run yourself, not software or professional advice.

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