Architekwiki
  • Home
  • WIKI
  • Start Here
  • Resources
  • Other
    • Reading List
    • Details
    • The 3 Aspects
    • About
    • Sign Up
    • Terms of Use
  • Ochre
    • Ochre
    • Ochre KB
    • Ochre FAQs
    • Ochre Help
  • Home
  • WIKI
  • Start Here
  • Resources
  • Other
    • Reading List
    • Details
    • The 3 Aspects
    • About
    • Sign Up
    • Terms of Use
  • Ochre
    • Ochre
    • Ochre KB
    • Ochre FAQs
    • Ochre Help

Architekwiki

A Resource For Architects
Subscribe

Categories

All
3 Aspects
Business Development
Communications
Concepts
Design
Detail
Estimating
Finances
Legal Issues
Management
Miscellaneous
Money
Ochre
People
Planning
Process
Projects
Records
Services
Specifications
Standards
Time
Tools

Archives

July 2022
June 2022
May 2022
April 2022
February 2022
October 2021
September 2021
August 2021
June 2021
May 2021
February 2021
January 2021
December 2020
November 2020
October 2020
September 2020
August 2020
July 2020
June 2020
April 2020
March 2020
February 2020
January 2020
December 2019
November 2019
October 2019
September 2019
August 2019
July 2019
June 2019
May 2019
April 2019
March 2019
February 2019
January 2019
December 2018
November 2018
October 2018
September 2018
August 2018
July 2018
June 2018
May 2018
April 2018
March 2018
February 2018
January 2018
December 2017
November 2017
October 2017
September 2017
August 2017
July 2017
June 2017
May 2017
April 2017
March 2017
February 2017
January 2017
December 2016
November 2016
October 2016
September 2016
August 2016
July 2016
June 2016
May 2016
April 2016
March 2016
February 2016
January 2016
December 2015
November 2015
October 2015
September 2015
August 2015
July 2015
June 2015
May 2015
April 2015
March 2015
February 2015
January 2015
December 2014
November 2014
October 2014
September 2014
August 2014
July 2014
June 2014
May 2014
April 2014
March 2014
February 2014
January 2014
December 2013
November 2013
October 2013
September 2013
August 2013
July 2013
June 2013
May 2013
April 2013
March 2013
February 2013
January 2013
December 2012
November 2012
October 2012

How To Use A Master Deliverables Checklist

9/14/2019

 
Deliverables Checklist
The master deliverables checklist and its many uses.

Deliverables Tool
The Phase Deliverables Checklist is a tool that I used to estimate fees, plan the work and manage the design process. The master deliverables checklist is a list of all the drawing sheets that we routinely had on a largish project (for us) arranged by design phases. The downloadable checklist, partially visible below, uses a loose adherence to the National CAD Standards. You may use a different sheet naming convention but the idea is the same. 

The first steps during either estimating a fee or planning the design work is to copy the checklist, rename it, and edit the list for the anticipated scope of work. This is mostly striking off unneeded sheets, but also adding sheets that are needed for this project. Next is to check off which sheets will be needed for each phase; see the columns headed with the phase initials. Use the COMMENTS column to make any observations about the sheet content or research that will be needed.

Project Phase Deliverables
Use to estimate fees 
If your projects are similar and you collect time-spent data on each type of sheet, you would soon be able to estimate a fee using this form as a checklist with historical average cost per sheet embedded for calculations. If your work is more varied, reviewing the list will help you estimate the hours you will need to produce the deliverables. The master list often spurs questions regarding scope of work. Get questions resolved early before you find yourself expected to provide services that you haven't budgeted for.

Use to plan work and set priorities
When getting started on a project you can use the checklist to assign staff. Two ways of doing this are to replace the 'Xs' with the individual's initials to make the assignment. Or add columns to hold the initials. Color coding the assignment cells helps to focus attention on responsibilities and to make workloads obvious. To set priorities you can make the entire row bold to stress what is most important.

Use to manage work
As the project progresses, you can update the assignments and plan subsequent phases. With the addition of another column you can track an estimated percent completion for each sheet. Add a formula to calculate the average completion. This isn't terribly accurate but it is at least a somewhat objective evaluation of where your progress stands. 

Use the model to create your own version based on your project types and typical scope of work. Add other tasks such as Code Review, Cost Estimates, Scheduling, and Specifications to suit your standards. Add engineering disciplines if you normally manage their work too.

BOTTOM LINE: You have probably used something similar to manage projects. What I am suggesting is that a spreadsheet offers several advantages.

  • It becomes a 'master' so that you embed what you learn from each project.
  • It can hold historical data, offering easy access and a place to store it.
  • It can be tweaked into providing other information through its calculations.
  • It can be shared if you want others to help update it; or distributed by PDF.
  • It can be printed on your plotter at a large scale to display or meet around.

​
The larger the project, the more valuable this tool is for managing the work.
Rick
Subscribe To Architekwiki

Comments are closed.
    Resources

    Start Here

    Ochre Bookkeeping App

    Thank You for your donation

    Trello-PM

    FeeCalqs3

    Financial Model Workbook

    OFFPLAN

    Drywall Details

    Terms of Use
    Your use of Architekwiki is implicit agreement with the 
    ​
    Terms of Use.

    RSS Feed


    Archives

    July 2022
    June 2022
    May 2022
    April 2022
    February 2022
    October 2021
    September 2021
    August 2021
    June 2021
    May 2021
    February 2021
    January 2021
    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    April 2020
    March 2020
    February 2020
    January 2020
    December 2019
    November 2019
    October 2019
    September 2019
    August 2019
    July 2019
    June 2019
    May 2019
    April 2019
    March 2019
    February 2019
    January 2019
    December 2018
    November 2018
    October 2018
    September 2018
    August 2018
    July 2018
    June 2018
    May 2018
    April 2018
    March 2018
    February 2018
    January 2018
    December 2017
    November 2017
    October 2017
    September 2017
    August 2017
    July 2017
    June 2017
    May 2017
    April 2017
    March 2017
    February 2017
    January 2017
    December 2016
    November 2016
    October 2016
    September 2016
    August 2016
    July 2016
    June 2016
    May 2016
    April 2016
    March 2016
    February 2016
    January 2016
    December 2015
    November 2015
    October 2015
    September 2015
    August 2015
    July 2015
    June 2015
    May 2015
    April 2015
    March 2015
    February 2015
    January 2015
    December 2014
    November 2014
    October 2014
    September 2014
    August 2014
    July 2014
    June 2014
    May 2014
    April 2014
    March 2014
    February 2014
    January 2014
    December 2013
    November 2013
    October 2013
    September 2013
    August 2013
    July 2013
    June 2013
    May 2013
    April 2013
    March 2013
    February 2013
    January 2013
    December 2012
    November 2012
    October 2012

Picture

Picture
VISIT ARCHITEKWIKI'S RESOURCES
​
START HERE
ABOUT
SIGN UP
TERMS OF USE
Architekwiki | Architect's Resource | Greater Cincinnati 
© 2012-2022   Architekwiki​