The Project Management Process

Budget
Phases of the Design Process
Work plan
Deliverables
Transmittal letter
THE PROJECT MANAGEMENT PROCESS
What is Project Management?
PROJECT MANAGEMENT IS…
ORGANIZING AND CONTROLLING ALL TASKS AND RESOURCES FOR DESIGN PROJECT FROM BEGINNING TO END TO:
SOLVE CLIENTS PROBLEMS,
MEET THEIR DESIRES,
AND MAKE A PROFIT!

So What About the Designer?
They do not typically involve themselves in direct selling of merchandise to clients. Rather, their concerns include:
The Project Manager or PM is in charge of a project and performs the following key tasks:
Prepare proposal and contract
Establish + oversee project schedule
Select the project team
Supervise the project team
Serve as primary contact w/ client
Establish + oversee budget
Coordinate with consultants
Oversee proj files
Supervise quality control
Provide design input
Communicate with all parties
Prepare + distribute status reports

Always smaller than you need!
Typically for furniture, finishes, partitions, lighting, and casework
Usually quote a RANGE rather than a specific number


Project Delivery Methods
Design-Negotiate-Build

Design-Build
Stakeholders
Anyone involved in the project
Project manager responsible
for coordinating stakeholders
Prepared during programming and updated throughout

3 MAIN TYPES
Scheduling
Pre-Programming/Overall

The 80/20 Rule
When activities are arranged in order of importance, 80% of time will be spent on 20% of the activities
Time Records
Imperative if you charge by the hour BUT also helps keep a history of how long certain projects take!


Estimating the project budget
Preparing specs
Selecting suppliers

Programming
Information gathering
Schematic Design
Preliminary design decisions
Contract Documents
Final CDs and bid packages (if needed)
Contract Administration
Orders are placed and construction begins.
Responsibilities include:
Supervision of design team
Ordering merchandise
Coordinating with architects, contractors, and subs
On-site supervision
Post-installation and post-occupancy walk-through with punch list
Post occupancy evaluation
Plan Review Boards/Design Review Boards
Anyone involved in the project can attend
Project manager responsible for coordinating stakeholders
Boards include engineering, state health, zoning departments, etc.
Interior designers may submit CDs under their name if they are licensed or registered and the state allows permitting privileges. Otherwise, an architect must submit.
Evaluates construction docs and red lines
Integrated Design
All stakeholders included in the process from the beginning
Time Management

Folders or notebooks with all project information
If digital, back it up!

Correspondence
Programming Documents
Project Specifications and Budgets
Spec sheets
Materials with full descriptions
Drawings
Bidding and Procurement
Misc.
Project File Documents
Computer-based modeling system
Advantages:
Better coordination
Fewer errors
Cost saving through time saving
Disadvantages:
Learning curve
BIM
Best design at lowest cost
Analyzing and specifying products based on cost-effectiveness
Value Engineering
Critical Path Method (CPM)
Milestone Charts

Bar Charts
Quality Ranges
low, medium, and high-end
Typicals
Average for one space
Square Foot
Per item