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Structured execution.
Informed decisions.

A disciplined four-phase approach keeps the client, design professionals, and field team aligned from concept to closeout.

Discovery & Technical Audit

Start with the site, the scope, and your vision.

Key deliverableProject feasibility assessment
  • Establish project goals, priorities, and investment limits.
  • Review available surveys, site information, and zoning constraints.
  • Define feasibility questions and the professional team needed.

Virtual Pre-Construction

Make key decisions before work begins.

Key deliverableCoordinated models and estimate
  • Develop agreed BIM models and architectural visualizations.
  • Complete quantity takeoffs and identify drawing conflicts.
  • Review alternatives and confirm the working budget.

Permitting & Procurement

Organize approvals and compare the right scopes.

Key deliverablePermit packages and scoped proposals
  • Coordinate municipal applications, follow-ups, and revisions.
  • Prepare subcontractor scope packages and compare bids.
  • Review vendor proposals and scheduling requirements.

Execution & Advocacy

Stay informed through the final walkthrough.

Key deliverableProgress records and closeout package
  • Record site progress and review milestone observations.
  • Track change orders, budget variances, and inspection corrections.
  • Coordinate punch-list walkthroughs and closeout records.
Working together

Clear roles at every phase.

PhaseYour rolePlan Set Design’s role
Discovery & Technical AuditAlign the vision and goals.Coordinate technical audit and feasibility review.
Virtual Pre-ConstructionReview design and scope decisions.Coordinate modeling, quantities, and plan corrections.
Permitting & ProcurementProvide signatures and approvals.Coordinate municipal liaison and bid review.
Execution & AdvocacyReview milestones and owner decisions.Represent client interests and coordinate closeout.
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Remodeling, simplified.

We handle the burden so you don't have to.

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