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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 [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
PHASE
SCOPE
DISCIPLINES REQ'D
DETAILS
PRE-DESIGN
Open
SITE ANALYSIS
Open
SCHEMATIC DESIGN
Open
DESIGN DEV
Open
CONSTR DOCS
Open
BIDDING
Open
CONSTR ADMIN
Open
POST CONSTR
Open
SPECIAL SERVICES
Open
​
Open
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
ID
DESCRIPTION
PD
SA
SD
DD
CD
NOTES
PB
Project Budget
Open
PS
Project Schedule
Open
S
Specification
Open
C
Codes
Open
GI-001
Title Sheet
Open
GI-002
Building Code
Open
GI-003
Overall Plan
Open
GC-001
General Requirements
Open
AS-101-SA
Site Analysis
Open
AS-101
Site Plan
Open
AS-102
Grading Plan
Open
AS-103
Site Demolition
Open
AS-501
Site Details
Open
AD-101
Demolition Plan
Open
AD-102
2nd Flr Demo Plan
Open
AD-103
3rd Flr Demo Plan
Open
AE-001
Specs
Open
AE-101
1ST Floor Plan
Open
AE-102
2ND FLR PLAN
Open
AE-103
3RD FLR PLAN
Open
AE-104
Basement Plan
Open
AE-111
Reflected Ceiling Plan
Open
AE-112
2ND FLR RCP
Open
AE-113
3RD FLR RCP
Open
AE-114
Roof Plan
Open
AE-201
Exterior Elevations
Open
AE-205
Interior Elevations
Open
AE-301
Building Sections
Open
AE-302
Exterior Wall Sections
Open
AE-303
Interior Wall Sections
Open
AE-401
Lobby
Open
AE-402
Toilets
Open
AE-403
Stairs (if monumental)
Open
AE-501
Exterior Details
Open
AE-502
Interior Details
Open
AE-601
Door Schedule
Open
AE-602
Finish Schedule
Open
AE-603
Misc Schedules
Open
AE-701
Masonry Details
Open
AE-702
Typical Details
Open
AE-801
Vertical Circulation
Open
AE-802
Stair Details
Open
There are no rows in this table
⁠

Resources

Staffing
Name
Role
Notes
​
Architectural Staff
Open
​
Architectural Staff
Open
​
Architectural Staff
Open
​
Architectural Staff
Open
​
Structural
Open
​
Mech/Electr
Open
​
Civil
Open
​
Surveyor
Open
​
​
Open
​
​
Open
There are no rows in this table
⁠

Schedule

Timeline
planning:
design:
CD phase:
bidding:
construction:
commissioning:
occupancy:
​
2024
2025
2026
July
August
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
1
8
15
22
29
5
12
19
26
2
9
16
23
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
Quarter
TodayFit
⁠
Deadlines
Title
Start
Duration
Description
Person
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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