06 · Fillable Word file + print-ready PDF · 35 pages
Contract & Claims Management Workshop Participant Workbook
Forms, checklists, and templates for scope, change, notice, documentation, and claims management.
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.
Designed for: Project managers, contract administrators, and teams working through contract changes and claims.
What’s included
- 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.
Price: $29.99 USD
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Related contract resources
- Project Manager Contract Administration Toolkit — Workflows, logs, and templates for managing a contract from award through closeout.
- Contract Management Training Package — A facilitator guide, session plan, scenarios, knowledge check, and participant handouts for a two-hour workshop.
- Contract & Claims Management Workshop Slide Deck — An editable presentation with speaker notes for a contract and claims management workshop.
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.