CALGARY NEIGHBOURHOOD SHORTLIST WORKSHEET
CalgaryRealEstateTips.ca working worksheet
Last reviewed: July 19, 2026

PURPOSE
Work anchors, school needs, property types, budget, lifestyle must-haves, deal-breakers, and communities to compare.
Use this worksheet to collect property-specific evidence and make the next decision visible. It is an educational planning aid, not legal, tax, lending, appraisal, engineering, inspection, insurance, condo-document, or other professional advice.

DECISION CONTEXT
Name(s): ________________________________________________
Property / community / search area: _______________________
Property type: ___________________________________________
Budget, price, or value range: _____________________________
Decision to make: _________________________________________
Deadline and reason: ______________________________________
Primary goal: _____________________________________________
What would make me pause or walk away? ____________________

TOPIC EVIDENCE
[ ] Work anchors: ________________________________________________
[ ] School needs: ________________________________________________
[ ] Property types: ________________________________________________
[ ] Budget: ________________________________________________
[ ] Lifestyle must-haves: ________________________________________________
[ ] Deal-breakers: ________________________________________________
[ ] Communities to compare: ________________________________________________

CALGARY VERIFICATION CONTROL
[ ] Property address, community, property type, and decision deadline are recorded.
[ ] Budget, price or value range, monthly comfort, and cash reserve are separated.
[ ] Current source dates and geography are written beside every market or rule-based claim.
[ ] Relevant active alternatives and recent comparable transactions are identified.
[ ] Financing, appraisal, insurance, legal, tax, inspection, condo, permit, or specialist questions have an assigned owner.
[ ] Documents are saved in one folder with missing items and follow-up dates visible.
[ ] The most expensive plausible downside has a cost range and funding plan.
[ ] A credible backup property, community, timing, or transaction path is named.
[ ] The walk-away or pause rule is written before urgency increases.
[ ] The next review date and the evidence that would change the decision are recorded.

EVIDENCE LOG
Use one row per important fact. Record the source itself, not only who mentioned it.
1. Fact / assumption: ______________________________________
   Source / document / professional: ________________________
   Date and geography: ______________________________________
   Status (known / assumed / missing): _______________________
   Owner and follow-up date: _________________________________
2. Fact / assumption: ______________________________________
   Source / document / professional: ________________________
   Date and geography: ______________________________________
   Status (known / assumed / missing): _______________________
   Owner and follow-up date: _________________________________
3. Fact / assumption: ______________________________________
   Source / document / professional: ________________________
   Date and geography: ______________________________________
   Status (known / assumed / missing): _______________________
   Owner and follow-up date: _________________________________

RED / AMBER / GREEN DECISION BOARD
GREEN - current, property-specific, understood evidence:
____________________________________________________________
AMBER - plausible but waiting on evidence or professional review:
____________________________________________________________
RED - material downside with no acceptable control or fallback:
____________________________________________________________

OPTIONS AND TRADEOFFS
Preferred path: ____________________________________________
Best credible alternative: _________________________________
What the preferred path improves: __________________________
What it costs or makes harder: ______________________________
Worst plausible outcome and estimated cost: ________________
How that downside would be reduced or funded: ______________

NEXT-STEP BRIEF
Current best decision: _____________________________________
Why the evidence supports it: _______________________________
Three unresolved questions:
1. _________________________________________________________
2. _________________________________________________________
3. _________________________________________________________
Next action: _______________________________________________
Owner: __________________________  Due: _____________________
Review trigger: ____________________________________________
Next review date: __________________________________________

PROPERTY-SPECIFIC HELP
When requesting help, include the property or community, property type, budget or value range, timeline, documents available, condition deadline, and the exact decision. A useful response should produce a shortlist, risk list, valuation path, document-review path, or assigned next-step plan rather than a generic sales reply.