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Bedrock Learning Project Management Standardized Forms

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Save time and money with over 70 industry proven Project Management Forms. Improve the performance and profitability of your project management and get processes, organization and documentation happening immediately! The Microsoft Word, Excel, and Visio files can be customized to fit your exact needs along with company information and logo.

These files can easily be customized to fit your exact needs, now and in the future, and will help manage your projects.

Types of documents include:

  • Project Administration Forms: Organize your projects and ensure well functioning systems are in place with these industry-proven forms. Good project management is critical to your success.
  • Project Design Worksheets: Utilize these worksheets to optimize your designs and provide quality communication with clients and other professionals.
  • Project Documentation Forms: Record the many aspects of a project and be able to clearly share them with others. Eliminate problems that can arise from poor documentation by capturing details with these forms.
  • Project Installation: Ensure consistency, accuracy, and good communication throughout the installation process. Your clients and employees will thank you for it!
  • Resource Documents: Gain valuable industry knowledge and ideas to streamline your business.
  • Flow Charts: Gain valuable industry knowledge and ideas to streamline your business. Document and visually communicate your processes to improve understanding and efficiency with these charts.

Materials Included

  • Downloadable files – contains the forms in Microsoft Word, Excel and Visio formats.


The foundation of Bedrock Learning is based on more than 30 years of training and curriculum development experience, and 20+ years experience in the residential technologies industry. Founded by internationally recognized industry pioneer Helen Heneveld, their team provides a comprehensive training solution designed for home technology professionals and associates seeking to learn about and succeed in this growing industry.

Project Administration Forms

  • Agenda - Project Mgmt Meeting
  • Agenda - Project Turnover Meeting
  • Change Order
  • Client Concern
  • Labor Reconciliation
  • Products-Sources Matrix
  • Project Closeout Checklist
  • Project Completion - Client Signoff
  • Purchase Order
  • Purchase Order Log
  • Purchase Request
  • RMA Log
  • RMA Transmittal
  • Schedule Board
  • Scheduling Procedure
  • Shipper
  • Time Card - full page
  • Time Card - half page
  • Tool Receipt
  • Transmittal Cover Sheet
  • Work Order
  • Work-In-Process Report

Project Design Worksheets

  • Audio
  • Controlled Lighting and Devices
  • Equipment Dimensions
  • Home Theater
  • HVAC Zones
  • Lighting Control Keypads
  • Lighting Scenes
  • Motorized Window Treatments
  • Music Preset Programming
  • Other Controlled Devices
  • Phone Setup
  • PLC Lighting
  • Remote Programming
  • Security
  • Structured Cabling
  • Vacuum

Project Documentation Forms

  • Alarm and Access Codes
  • Block Diagram, Complex - Audio/Video
  • Block Diagram, Simple - Audio
  • Block Diagram, Simple - Home Theater
  • Cabinet layout
  • Diagram - Equipment Locations
  • Home Network Configuration
  • Keypad Operating Instructions
  • Layout, Acoustics - Dedicated Theater
  • Layout, Risers & Furniture - Dedicated Theater
  • Layout, Sight Lines - Dedicated Theater
  • Project Binder Contents
  • Project Binder Cover Template
  • Project Binder Spine Template
  • Project Information
  • Schematic - Audio/Video
  • Telephone System Quick Instructions

Project Installation

  • Cable Schedule
  • Cable Tags
  • Checklist 1 - Walkthrough
  • Checklist 2 - Pre-Wire
  • Checklist 3 - Trim-Out
  • Checklist 4 - Finish
  • Final Punch List
  • Security Maintenance Check-Up
  • Tool Inventory Lis
  • RF Analysis Worksheet

Resource Documents

  • 20 Secrets to Successful Project Management
  • Common RF Problems
  • English/Metric Conversion Chart
  • Low Voltage Pre-Wire Guidelines
  • Recommended Tools List
  • Symbols Summary
  • Typical Cable Use Chart

Flow Charts

  • Organizational Chart
  • Construction Process
  • Project Overview
  • Sales Process
  • Project Setup
  • Pre-Wire Install
  • Trim-Out Install
  • Final Install
  • Client Support
  • Service Call