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WORK PLAN - ✔✔A WORK PLAN DESCRIBES THE TASKS REQUIRED TO
COMPLETE A PROJECT, AND OUTLINES HOW IT WILL BE DONE BY ASSIGNING
DURATIONS AND PERSONNEL. A WORK PLAN CAN BE USED TO DETERMINE
PROJECT FEES.
MARKETING FORM: - ✔✔INTERNAL DOCUMENT USED TO COMMUNICATE
PROJECT DESCRIPTION FROM DESIGN DEPARTMENT TO MARKETING
DEPARTMENT. USED AS THE BASIS FOR MARKETING MATERIALS TO SELL
DESIGN SERVICES.
SCOPE OF SERVICES: - ✔✔THE WORK AN ARCHITECT OR CONSULTANT WILL
PERFORM FOR A PROJECT
WORK SERVICES LIST: - ✔✔A FEE ESTIMATING TOOL BASED ON TYPE OF WORK
TO PERFORM (DRAFTING, MANAGEMENT COORDINATION, ETC), AND
ESTIMATED TIME REOUIRED TO COMPLETE EACH TASK.
PROJECT SCOPE: - ✔✔THE WORK TO BE PERFORMED TO DELIVER A PRODUCT,
SERVICE, OR RESULT WITH SPECIFIED FEATURES AND FUNCTIONS
Project Schedule Criteria - ✔✔Coordination issues
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, Funding Owner requirements
Lead times / contractor issues
Weather / regional issues
Economic market
Basis of Design (BOD) - ✔✔the information necessary to accomplish the owner's
project requirements, including system descriptions, indoor environmental
quality criteria, design assumptions, and references to applicable codes,
standards, regulations, and guidelines
Specifications (Specs) - ✔✔standard requirements to be followed in procuring
items from suppliers
Project Manager Activities - ✔✔Organize, facilitate, realize
PM first engages client .... - ✔✔At proposal or agreement stage
Objective activity - ✔✔Contracted services, such as, preparing budgets,
reporting site observations, assisting with bidding and reporting meeting
minutes.
Subjective activity - ✔✔Soft skills
-lead team when needed
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©JOSHCLAY 2025/2026. YEAR PUBLISHED 2025.