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This is a very good question!

First is the design phase.

To complete this you will have to answer the following questions and more, but this is a good start.

What are we trying to build?

What do we want it to look like when we are done?

Where are we building it?

Are there any site element problems?

What are the local building codes?

Start with a good design that you like. At this stage there is no reason to have any professionals involved as you are freely adding what you want into the design.

It is advisable however, to have an architect on board if you want to keep closer to reality. Architects are there to help you get what you want WITHIN REASON. Keep in mind budget, engineering and code requirements as you progress.

As a building inspector and plans examiner, I see too many plans that have to be drastically altered because someone forgot to keep these in mind during the design development phase. This is however, not the time to concentrate on any of these.

Second is the engineering phase.

This is where a good architect and engineer are worth their weight in gold. Depending on your project you may need more than one engineer. They all need to be on the same page and have a good working relationship. It is my suggestion that you get a good structural engineer and ask them to refer you to a good architect, not the other way around, then add other engineers as required.

Engineers tend to be a little more grounded in the reality of what will and what will not work and architects are better referred to as artists, which add beauty and form to the physical function of a project. Both are good and both have their place in a project. Having a referral from an engineer is more likely to land you a well grounded architect that has good working relation with other engineers and local building officials.

Third is the refining stage.

This is where everything is reviewed for compatibility. During this phase it is advisable to keep all of the documents traveling through a single source. This is usually the architect. It will be this persons job to ensure that each of the trades have what they need. This will include proper space, access, detailed drawings and connectivity to other trades etc.

Example: The mechanical engineer will need to have a place to put the heating and air conditioning units. If this is going to be on the roof the structural engineer will need to be sure that the roof is capable of handling this and the electrical engineer will have to plan for getting electricity there as well. The architect will have to make sure that there is enough room in the attic or ceiling space for duct work, truss members, the recessed lighting fixtures and if a sprinkler system is required then the Plumbing will have to be accounted for as well. This is a very important position to be in and can cost hundreds, thousands or millions of dollars in change orders if not done properly.

It is even advisable on larger projects to have someone not involved in the project review for completeness after the architect feels that it has all been done.

Last is Code Review.

This is usually completed by the local building official or plans reviewer and is paid for as part of the permit. If the engineers and architect have done their job with efficiency and accuracy there will be few changes required.

Project Planning involves 4 important phases. They are:

1. Planning the Project Scope

2. Planning the Project Resources

3. Planning the Project Schedule

4. Planning Quality & Risk Management

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Q: Explain the various stages of the project planning process?
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