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Well begun is half done - Aristotle
Rick Wolnitzek
Vision/Goals
Describe The Expected Results And Any Parameters
Expected Results


Parameters


Objectives
Dangers-Opportunities-Strengths
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
0
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PHASE
SCOPE
DISCIPLINES REQ'D
DETAILS
1
PRE-DESIGN
NOT INCLUDED
​
Open
2
SITE ANALYSIS
​
​
Open
3
SCHEMATIC DESIGN
INCLUDED
​
Open
4
DESIGN DEV
​
​
Open
5
CONSTR DOCS
​
​
Open
6
BIDDING
​
​
Open
7
CONSTR ADMIN
PARTIAL
​
Open
8
POST CONSTR
​
​
Open
9
SPECIAL SERVICES
​
​
Open
10
​
​
​
Open
There are no rows in this table
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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
0
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ID
DESCRIPTION
PD
SA
SD
DD
CD
NOTES
1
PB
Project Budget
Open
2
PS
Project Schedule
Open
3
S
Specification
Open
4
C
Codes
Open
5
GI-001
Title Sheet
Open
6
GI-002
Building Code
Open
7
GI-003
Overall Plan
Open
8
GC-001
General Requirements
Open
9
AS-101-SA
Site Analysis
Open
10
AS-101
Site Plan
Open
11
AS-102
Grading Plan
Open
12
AS-103
Site Demolition
Open
13
AS-501
Site Details
Open
14
AD-101
Demolition Plan
Open
15
AD-102
2nd Flr Demo Plan
Open
16
AD-103
3rd Flr Demo Plan
Open
17
AE-001
Specs
Open
18
AE-101
1ST Floor Plan
Open
19
AE-102
2ND FLR PLAN
Open
20
AE-103
3RD FLR PLAN
Open
21
AE-104
Basement Plan
Open
22
AE-111
Reflected Ceiling Plan
Open
23
AE-112
2ND FLR RCP
Open
24
AE-113
3RD FLR RCP
Open
25
AE-114
Roof Plan
Open
26
AE-201
Exterior Elevations
Open
27
AE-205
Interior Elevations
Open
28
AE-301
Building Sections
Open
29
AE-302
Exterior Wall Sections
Open
30
AE-303
Interior Wall Sections
Open
31
AE-401
Lobby
Open
32
AE-402
Toilets
Open
33
AE-403
Stairs (if monumental)
Open
34
AE-501
Exterior Details
Open
35
AE-502
Interior Details
Open
36
AE-601
Door Schedule
Open
37
AE-602
Finish Schedule
Open
38
AE-603
Misc Schedules
Open
39
AE-701
Masonry Details
Open
40
AE-702
Typical Details
Open
41
AE-801
Vertical Circulation
Open
42
AE-802
Stair Details
Open
There are no rows in this table
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Resources
Staffing
0
Search
Name
Role
Notes
1
​
Architectural Staff
Open
2
​
Architectural Staff
Open
3
​
Architectural Staff
Open
4
​
Architectural Staff
Open
5
​
Structural
Open
6
​
mech/electr
Open
7
​
Civil
Open
8
​
Surveyor
Open
9
​
​
Open
10
​
​
Open
There are no rows in this table
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Schedule
Timeline
1
Search
Q2 2022 - Q1 2024
planning:
design:
CD phase:
bidding:
construction:
commissioning:
occupancy:
​
Q2 2022
Q3 2022
Q4 2022
Q1 2023
Q2 2023
Q3 2023
Q4 2023
Q1 2024
planning:
design:
CD phase:
bidding:
construction:
commissioning:
occupancy:
⁠
Deadlines
1
Search
Title
Start
Duration
Description
Person
1
planning:
4/3/2022
30 days
​
​
2
design:
5/5/2022
60 days
​
​
3
CD phase:
7/5/2022
90 days
​
​
4
bidding:
10/5/2022
30 days
​
​
5
construction:
11/5/2022
360 days
​
​
6
commissioning:
10/1/2023
30 days
​
​
7
occupancy:
11/6/2023
5 days
​
​
8
​
​
​
​
There are no rows in this table
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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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