Construction Exit Management: Strategies & Best Practices

MentorHealth
Date: Thursday November 5, 2026
Time:

10:00 AM PST | 01:00 PM EST

Duration: 60 Minutes
Instructor: Mike Cunningham 
Webinar Id: 806239
19 Days Left To Register

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Overview:

This practical webinar provides an end-to-end guide to construction project exit management, from planning closeout requirements early in the project through substantial completion, punch-list control, commissioning, final documentation, owner handover, financial closeout, and demobilization.

Attendees will learn how to build a closeout plan, assign responsibilities, track outstanding items, coordinate as-built drawings and operation and maintenance documentation, manage warranties and owner training, support final inspections, and maintain a clear record of completion. The session will also cover common closeout failure points and practical methods for improving accountability and visibility.

The goal is to help construction professionals treat closeout as a managed project phase rather than an administrative afterthought, while recognizing that contractual, legal, payment, and regulatory requirements must always be checked against the specific project documents and applicable rules.

Why you should Attend:
A project can be physically close to finished and still be far from administratively complete. Without a clear closeout and exit plan, teams risk delayed final payment, incomplete owner records, open punch items, missing warranties, poorly coordinated demobilization, and disputes over what remains outstanding.

This session provides a practical framework for managing the final phase of a project from substantial completion through handover, final completion, demobilization, and warranty transition. Attendees will leave with a clearer understanding of what needs to be tracked, who needs to own it, and how to prevent closeout from becoming a last-minute scramble.

Areas Covered in the Session:

  • What construction exit management means: closeout, handover, demobilization, and warranty transition
  • Planning for closeout early: contract requirements, responsibilities, schedules, and deliverable registers
  • Substantial completion versus final completion: practical differences and why the distinction matters
  • Punch-list management: ownership, due dates, verification, escalation, and closure
  • Commissioning, testing, inspections, and certificate-of-occupancy coordination
  • Closeout documentation: as-builts, record documents, operation and maintenance manuals, data sheets, and certifications
  • Warranties, guarantees, spare parts, attic stock, owner training, and turnover requirements
  • Final change orders, final applications for payment, retainage, lien waivers, and commercial closeout coordination
  • Subcontractor and supplier closeout: collecting documents and closing open obligations
  • Jobsite demobilization: temporary facilities, utilities, equipment, materials, cleanup, and access transfer
  • Creating a structured handover package and maintaining an approved project record
  • Lessons learned and project-closeout reviews for future improvement
  • Transitioning into warranty and post-completion responsibilities
  • Common closeout failure modes and a practical project-exit checklist

Who Will Benefit:
  • Construction Managers and Site Managers
  • Project Managers and Assistant Project Managers
  • Project Engineers and Project Coordinators
  • Superintendents and Field Operations Leaders
  • Commercial Managers and Quantity Surveyors
  • Closeout, Commissioning, and Quality Teams
  • General Contractors, Specialty Contractors, and Subcontractors
  • Owner Representatives and Facilities Transition Teams

Speaker Profile
Mike Cunningham is an AI workflow trainer and webinar presenter with a background in multimedia, digital communication, and practical workplace training. He focuses on helping professionals understand how tools such as Claude, ChatGPT, and other AI platforms can be used in realistic, controlled, and commercially useful ways.

Drawing on his experience across multimedia production, communication, and professional development, Mike specialises in translating complex AI concepts into clear, practical workflows. His sessions are designed to help attendees move beyond generic AI demonstrations and understand how AI can support everyday tasks such as drafting, summarising, documentation, reporting, client communication, process improvement, and workflow efficiency.

Mike’s training style is direct, accessible, and workflow-led. He places strong emphasis on responsible AI use, including confidentiality, human review, data boundaries, and professional judgement. Rather than presenting AI as a replacement for expertise, he helps professionals identify where AI can save time, improve clarity, and support better working practices.

Across multiple professional service industry topics, Mike aims to give attendees practical examples they can assess, adapt, and apply within their own roles. His approach combines clear communication, structured teaching, and a strong focus on making emerging technology useful, understandable, and safe for professional environments.


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