Complete project brief workbook
An editable Excel workbook and printable PDF for programme, site, standards, scope comparison and decisions.
Open the workbook page →Free planning tools
Planning resources for modular projects.
Use these tools to prepare a building brief, assign responsibilities, compare proposals and plan development phases. Every download is ungated.
Modular RFP inputs
A CSV prompt list for use, rooms, site, services, approvals, schedule, scope and submission requirements.
Download CSV →Responsibility matrix
Assign an owner and status to site, building, transport, approvals and handover work.
Download CSV →Proposal comparison
Compare two proposals against the same specification, responsibility and confirmation status.
Download CSV →Development phasing
Record homes or buildings, site areas, dependencies, proposed windows and decision owners by phase.
Download CSV →Commercial site readiness
Review site control, surveys, ground conditions, access, foundations, utilities, approvals, delivery and handover ownership.
Download CSV →Transport route review
Record route segments, known constraints, the final approach, staging, placement and permit ownership without treating observations as approvals.
Download CSV →Use the tools in sequence.
- Define the complete need in the project brief.
- Record RFP inputs and unknowns without presenting assumptions as facts.
- Assign an owner and status to every scope item.
- Compare proposals against the same requirements.
- For multi-building work, connect each phase to site-readiness and decision dependencies.
For the method behind the templates, read the commercial scope and proposal guide and transport and site-access planning. When procurement options include an existing unit, use the new versus used modular comparison. Developers and communities can also use the housing phasing guide.
Resource questions.
Do I need to provide an email address to download these resources?
No. The workbook, PDF and CSV templates are available directly. Downloading them does not subscribe you to marketing.
Are the templates a quotation or professional advice?
No. They are planning aids for organizing questions and responsibilities. Project-specific design, engineering, approvals, pricing and schedules require review by the appropriate project team.
Which resource should a developer use first?
Start with the project brief workbook for the overall programme. Use the phasing worksheet for 10-, 25- or 50-home planning, then the responsibility and proposal-comparison templates as the scope becomes clearer.