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Project Planner

Well begun is half done - Aristotle
Rick Wolnitzek

Vision/Goals

Describe The Expected Results And Any Parameters

Expected Results



Parameters



Objectives

Dangers-Opportunities-Strengths [DOS]

If we were meeting at the end of the project, what would have to happen for you to feel that the project was a real success?

DOS Worksheet

Dangers To Avoid
Opportunities To Capture
Strengths To Build On

Scope of Services

Use the Services table to document the scope. Add disciplines by typing in the pull-down box. Add or rename Phases as needed. Store special requirements in Details.
Services
PRE-DESIGN
SITE ANALYSIS
SCHEMATIC DESIGN
DESIGN DEV
CONSTR DOCS
BIDDING
CONSTR ADMIN
POST CONSTR
SPECIAL SERVICES
​
There are no rows in this table
⁠


Constraints

Check off the Constraints that you expect to apply. Customize to suit your practice.

Deliverables

The table below is a master list of deliverables. Customize it with additions/deletions.
Deliverables
PB
Project Budget
PS
Project Schedule
S
Specification
C
Codes
GI-001
Title Sheet
GI-002
Building Code
GI-003
Overall Plan
GC-001
General Requirements
AS-101-SA
Site Analysis
AS-101
Site Plan
AS-102
Grading Plan
AS-103
Site Demolition
AS-501
Site Details
AD-101
Demolition Plan
AD-102
2nd Flr Demo Plan
AD-103
3rd Flr Demo Plan
AE-001
Specs
AE-101
1ST Floor Plan
AE-102
2ND FLR PLAN
AE-103
3RD FLR PLAN
AE-104
Basement Plan
AE-111
Reflected Ceiling Plan
AE-112
2ND FLR RCP
AE-113
3RD FLR RCP
AE-114
Roof Plan
AE-201
Exterior Elevations
AE-205
Interior Elevations
AE-301
Building Sections
AE-302
Exterior Wall Sections
AE-303
Interior Wall Sections
AE-401
Lobby
AE-402
Toilets
AE-403
Stairs (if monumental)
AE-501
Exterior Details
AE-502
Interior Details
AE-601
Door Schedule
AE-602
Finish Schedule
AE-603
Misc Schedules
AE-701
Masonry Details
AE-702
Typical Details
AE-801
Vertical Circulation
AE-802
Stair Details
There are no rows in this table
⁠

Resources

Staffing
​
Architectural Staff
​
Architectural Staff
​
Architectural Staff
​
Architectural Staff
​
Structural
​
Mech/Electr
​
Civil
​
Surveyor
​
​
​
​
There are no rows in this table
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Schedule

Timeline
planning:
design:
CD phase:
bidding:
construction:
commissioning:
occupancy:
​
2024
2025
2026
2027
September
October
November
December
January
February
March
April
May
June
July
August
September
October
November
December
January
February
March
April
May
June
July
August
September
October
November
December
January
February
March
30
7
14
21
28
4
11
18
25
2
9
16
23
30
6
13
20
27
3
10
17
24
3
10
17
24
31
7
14
21
28
5
12
19
26
2
9
16
23
30
7
14
21
28
4
11
18
25
1
8
15
22
29
6
13
20
27
3
10
17
24
1
8
15
22
29
5
12
19
26
2
9
16
23
2
9
16
23
30
6
13
20
27
4
11
18
25
1
8
15
22
29
6
13
20
27
3
10
17
24
31
7
14
21
28
5
12
19
26
2
9
16
23
30
7
14
21
28
4
11
18
25
1
8
15
22
1
8
15
22
29
TodayFit
⁠
Deadlines
planning:
4/3/2022
30 days
design:
5/5/2022
60 days
CD phase:
7/5/2022
90 days
bidding:
10/5/2022
30 days
construction:
11/5/2022
360 days
commissioning:
10/1/2023
30 days
occupancy:
11/6/2023
5 days
​
​
There are no rows in this table
⁠

Validation


Client's Approval
Principal In Charge's Approval
Consultants' Agreement
structural
mech/electr
civil
landscape arch
food service
geotechnical
land surveyor

Notes


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