Practical tools for better contract work

A clearer way to work with contracts.

Editable contract resources for risk review before signing, project manager contract administration, contract negotiation, small-business agreement practices, and contract claims management training.

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Contract review, administration, negotiation, and training tools

Practical resources for small businesses, project managers, and teams.

The standard license covers one organization. If you need use across multiple organizations, contact me before checkout to discuss separate permission. Only an explicitly approved exception recorded for an order grants broader rights; an inquiry alone does not. Email before checkout

01 · Fillable Word file + print-ready PDF · 18 pages

Contract Risk Review Checklist

Designed for: Contract reviewers, business owners, and project leads screening an agreement before signature.

A pre-signature risk screen for customer agreements, subcontracts, purchase orders, and vendor contracts.

View the Contract Risk Review Checklist details

Most contract losses start with a term nobody read closely before signing. This contract risk review checklist gives reviewers one consistent order for working through an agreement, a screen for terms that must be escalated, and a record of what was decided and who approved it. It scales from a small purchase order to a high-value services agreement, whether the contract is on your paper or the other party’s.

Price: $19.99

Review-depth guide and five-step contract review method
Form 1: Contract Review Checklist covering 18 risk areas, recorded by clause
Form 2: Material Red Flag Screen
Form 3: Liability System Worksheet for caps, indemnity, insurance, and damages
Forms 4–5: Risk Decision Record and Pre-Signature Closeout Checklist
Individual instructions for each form, including an NDA checkpoint before sharing confidential information

02 · Fillable Word file + print-ready PDF · 30 pages

Project Manager Contract Administration Toolkit

Designed for: Project managers, contract owners, and finance contacts managing awarded work.

Workflows, logs, and templates for managing a contract from award through closeout.

View the Project Manager Contract Administration Toolkit details

Risk is set when the contract is signed, but money is won or lost during performance. This contract administration toolkit gives project managers a routine for running awarded work: a contract summary, obligations register, change control, event records, notice logs, invoice tracking, and closeout. A monthly cycle helps create records during the work, before a dispute starts.

Price: $49.99

Contract kickoff, ownership steps, summary sheet, and obligations register
Monthly contract administration cycle
Change-request workflow and change-order log
Deliverable acceptance record
Event record and issue/notice log to preserve notices and claims
Invoice and collection tracker
Escalation triggers, closeout checklist, and lessons-learned record

03 · Fillable Word file + print-ready PDF · 22 pages

Contract Negotiation Playbook

Designed for: Business owners and contract reviewers preparing to negotiate or redline an agreement.

Issue strategy, fallback positions, sample language, and a workflow for customer and supplier agreements.

View the Contract Negotiation Playbook details

Contract negotiations go better when your limits are set before the first redline. This contract negotiation playbook takes you from preparation to signature: set objectives and walk-away points, prioritize issues, and prepare clause-by-clause requests and fallbacks. It includes illustrative language for counsel review, a call script, and trackers for issues, concessions, approvals, and the execution copy.

Price: $59.99

Negotiation Preparation Worksheet and issue-priority matrix
Ground rules for trading concessions and clause-by-clause strategy
NDA checkpoint before sharing pricing, positions, or other sensitive information
Illustrative negotiation language and responses to common pushback
Issues List and Redline Tracker
Concession and Approval Record, execution checklist, and post-negotiation debrief

Examples are educational starting points, not ready-to-use legal clauses. Have qualified counsel review sample language before use.

04 · Fillable Word file + print-ready PDF · 30 pages

Small Business Contract Risk Toolkit

Designed for: Owners and operators building consistent agreement practices in a small business.

Forms, checklists, and response playbooks for owners who negotiate and sign their own contracts.

View the Small Business Contract Risk Toolkit details

Written for owners who sign their own contracts without an in-house legal team. Set approval limits, screen new agreements, audit areas where small businesses commonly take on risk, and follow step-by-step responses when problems arise. A 30-day implementation plan and plain-English glossary help put a repeatable contract process in place.

Price: $99.99

Owner’s contract-control rules and approval-authority matrix
Contract Intake Form, 10-Point Contract Audit, and Contract Risk Register
Approval sheet and counterparty onboarding checklist
Change-order, notice, key-date, and renewal forms
Eleven response playbooks, including unlimited liability, late payment, termination, NDAs, and lien waivers
First-30-days implementation plan and plain-English glossary

05 · Fillable Word file + print-ready PDF · 35 pages

Contract Management Training Package

Designed for: Project managers, contract administrators, and business leaders facilitating team training.

A facilitator guide, session plan, scenarios, knowledge check, and participant handouts for a two-hour workshop.

View the Contract Management Training Package details

Everything a facilitator needs to deliver a two-hour contract risk workshop: learning objectives, a session plan with talking points, four scenarios with answer keys, a knowledge check, participant handouts, a certificate of completion, and a 30-day follow-up. The materials also offer 90-minute and half-day session options.

Price: $149.99

Program overview, learning objectives, and objective map
Preparation checklist, materials list, and facilitation tips
Timed agenda and segment-by-segment session plan
Four scenarios with facilitator answer keys
Knowledge check, answer key, and four-level evaluation
Eleven participant handouts, attendance record, certificate, and quick-reference card
30-day follow-up to assess whether behaviors changed

06 · Fillable Word file + print-ready PDF · 35 pages

Contract & Claims Management Workshop Participant Workbook

Designed for: Project managers, contract administrators, and teams working through contract changes and claims.

Forms, checklists, and templates for scope, change, notice, documentation, and claims management.

View the Contract & Claims Management Workshop Participant Workbook details

Fifteen working forms accompany the Contract & Claims Management Workshop and can also be used on their own. The contract claims management workbook covers the points where claims are won or lost: clear scope, a documented kickoff, timely notice, reliable records, and a claim supported by cause, effect, entitlement, and proof.

Price: $29.99

Scope-of-work planning worksheet, drafting checklist, and responsibility matrix
Purchase-order terms exercise and subcontractor kickoff forms
Contract records checklist and request-for-information form
Notice-of-event template and reservation-of-rights language
Time-impact analysis, claim narrative builder, and damages checklist
Dispute-avoidance checklist and incoming-claim response log
Further reading with standards and cases discussed in the workshop

This paid workshop participant workbook is separate from the six-module Companion Workbook & Study Guide sold through Amazon.

07 · Editable PowerPoint + print-ready PDF · 74 slides

Contract & Claims Management Workshop Slide Deck

Designed for: Facilitators and teams training in contract administration and claims management.

An editable presentation with speaker notes for a contract and claims management workshop.

View the Contract & Claims Management Workshop Slide Deck details

This 74-slide contract and claims management training presentation covers contract fundamentals, notices, change management, records and RFIs, claims, procurement and scope, and closeout. Speaker notes, case studies, short activities, and discussion questions help facilitators connect the material to project work. It is designed to be delivered with the Participant Workbook.

Price: $39.99

Seven workshop modules with speaker notes on teaching slides
Activities, scenarios, and case studies
Contract, purchase-order, notice, change, and closeout topics
Claims, delay, damages, and project-record discussions
Slides mapping each module to the Participant Workbook forms

08 · Complete ZIP package · editable Word and PowerPoint + print-ready PDFs · about 170 pages and 74 slides

Contract Risk Forms Library (Complete Set)

Designed for: Organizations that want one consistent system for reviewing, negotiating, administering, and training on contracts.

All seven products in one download, from pre-signature review through claims training.

View the Contract Risk Forms Library (Complete Set) details

The complete contract risk forms library brings together tools for pre-signature review, negotiation, contract administration, and claims training. Use the checklist and playbook before signing, the project manager toolkit after award, the small-business toolkit to establish internal practices, and the training package, workshop deck, and workbook to teach a consistent approach across your organization.

Price: $329.99

01: Contract Risk Review Checklist
02: Project Manager Contract Administration Toolkit
03: Contract Negotiation Playbook
04: Small Business Contract Risk Toolkit
05: Contract Management Training Package
06: Contract & Claims Management Workshop Participant Workbook
07: Contract & Claims Management Workshop presentation
Start Here guide explaining how the products fit together

Save $119.94 compared with purchasing all seven products individually.

Purchase and delivery terms

These draft terms are for North Carolina attorney review and are not legal advice. Checkout is hosted by Whop when available. After Whop confirms payment, a receipt and private download link are sent to the email address used at checkout. Applicable taxes are calculated at checkout.

What your purchase includes

The product page identifies the files included and the price in U.S. dollars. Applicable taxes are calculated at checkout. An order is complete only after Whop confirms payment and the order is accepted for delivery. Do not rely on a pending, failed, or cancelled checkout as proof of purchase.

Internal-use license

The standard purchase license gives the buyer and one organization permission to download, edit, store, and use the resource for that organization’s internal business work. The buyer may share working copies with that organization’s personnel who need them for internal work. Each purchase is limited to one identified legal organization and is non-exclusive and non-transferable. Do not resell, sublicense, publish, or distribute the files outside that organization, or use the materials to perform consulting or paid training for another organization. Editing a file for internal use does not transfer its copyright or permit redistribution. Copyright remains with the author.

Use by multiple organizations

If you need to use a resource across affiliated entities or multiple legal organizations, contact Dondi M. Day before checkout. An inquiry does not grant broader rights. The standard license remains limited to one organization unless Dondi M. Day explicitly approves an exception in writing and records the organizations covered by that order.

Email before checkout to discuss organization coverage

Refunds

A refund may be requested within 14 days of purchase, provided the resource has not been downloaded. After download, no refund is available. This policy does not limit rights that cannot be waived under applicable law.

Private download links and delivery

Payment is handled through Whop’s hosted checkout. After payment is confirmed, a receipt and private download link are sent to the email address used at checkout. The link will allow repeat downloads for 7 days after delivery. Do not forward or publicly post it. If a link expires or delivery fails, contact support to request a replacement after the order is verified. The files are editable downloads; no online-only viewer or print/save restriction applies.

Educational materials, not legal advice

The resources are general educational and business-administration materials. They are not legal advice, do not create an attorney-client or consulting relationship, and are not a substitute for advice from qualified counsel who understands your organization, contract, project, or jurisdiction. You are responsible for reviewing and adapting the materials for your circumstances and for decisions made using them. No particular business, legal, or financial outcome is promised.

Order and file support

For order, access, or file questions, email Dondi M. Day at dondi.day@hotmail.com. There is no promised response deadline. Support can help with purchase and delivery issues, but does not provide legal advice or tailor resources to a particular situation.

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Applicable law

North Carolina law applies to these purchase terms, subject to any rights or forum protections that applicable law does not allow a purchaser to waive. To the extent permitted by law, disputes are subject to the governing-law and venue terms on the Website Terms and Conditions page.

Useful tools, not legal advice

These resources are educational and intended to support internal operational practices. They are not legal advice and do not replace advice tailored to your circumstances. Laws and enforceability vary by jurisdiction and facts. Consult qualified counsel and insurance professionals before relying on sample language or taking action.