It is the expectation of this business that 80% of designs will work to this timeline.
However, modification designs with minor changes will be quicker by about 10 days as we believe only 1 initial meeting and a follow up meeting will be required.
1
Planning Assessment Meeting - Day ZERO
2
Design Agreement Signed - Day 1
3
Design Brief Sent Client - Day 2
4
Onsite Inspection Book - Day 2
5
Initial Design Appointment Booked - Day 2
6
Commencement Plans Completed - Day 5
7
Onsite Inspection Completed - Day 7
8
1st and Initial Meeting Held - Day 10
9
1st Meeting Minutes Sent To Customer - Day 10/11
10
1st Draft Initial Concept Sent to Customer - Day 18
11
2nd meeting and 1st Follow-Up Meeting - Day 24
12
2nd meeting minutes sent To Customer - Day 24/25
13
Site Scope Proposal Delivered To CustomerDay - Day 30
14
3rd meeting and 2nd Follow-Up Meeting - 34
15
3rd Meeting Minutes and 2nd Follow-Up meeting - Day 40
16
Customer Sign Off -Day 51
17
Render Completed - Day 58
18
Proposal Completed -Day 61
19
Proposal Sent to Customer Day 64
20
Face to Face Meeting - Day 66
Planning Assessment Meeting - Day ZERO
Go ahead and click that green "▶️ Run Checklist" button at the top right! ↗️
Design Agreement Signed - Day 1
This is linked to task
Design Brief Sent Client - Day 2
Onsite Inspection Book - Day 2
Let's learn about assigning tasks: A task is a small piece of work in your checklist. Each task can be assigned to a different person, and have its own due date.
Your turn to practice:
↑ At the top of this area, assign this task to the Sales group.
Set a due date.
Complete this task!
Initial Design Appointment Booked - Day 2
Commencement Plans Completed - Day 5
A 5-day tolerance is provided in the event that the design agreement was signed on a Friday and a weekend lapsed
We have a specified email for the Commencement Plans Specialist [email protected]
Onsite Inspection Completed - Day 7
Congratulations! You've just completed your first checklist.
The next step is to build your own checklist template:
