1/F2	Project plan
Red text indicates where data is to be added. Change to black text once this has been done.
Blue text is advisory and can be deleted.
Revision/date	Notes	
A  YY/MM/DD	Save each revision as a pdf with the date in the format: ProjectPlan_YYMMDD	
B  YY/MM/DD		
C  YY/MM/DD		

Project name and location	Add data as appropriate	
Project number 		
Project name		
Project address		
Brief description of the project		

Project team	Add data or  highlight  relevant option as appropriate	
Partner/Director		
Project Architect		
BIM Task Team Manager		
Other team members		
Principal Designer (PD)	Company name
Project PD (Name of individual heading up the PD work)	
Client	Company, address, phone, email, VAT no. and company registration number	
Project manager	Company name	Subconsultant: Yes | No	
Planning consultant	Company name	Subconsultant: Yes | No	
Structural engineer	Company name	Subconsultant: Yes | No	
Services engineer	Company name	Subconsultant: Yes | No	
BIM Information Manager	Company name	Subconsultant: Yes | No	
Add others as required	Company name	Subconsultant: Yes | No	
Project Stakeholders	Name, address, phone, email
Add further lines where more than one company/individual	

Programme	If not known give best estimate or insert ‘N/A’ if not in appointment	If not known give best estimate or insert ‘N/A’ if not in appointment	
RIBA work stage	Starts	Ends	
Stage 0	Stage 0 is not usually part of the architect's commission	Stage 0 is not usually part of the architect's commission	
Stage 1			
Stage 2			
Stage 3 			
(Planning)	Target planning submission date	Anticipated planning decision date	
Stage 4 pre-tender/Employer’s Requirements			
Procurement/tendering			
Stage 4 post-tender/under Building Contract			
Stage 5			
Stage 6			
Stage 7 
(separate appointment)			

Sector/s	Indicate the primary sector and sub-sector by 
 highlighting  yellow. Where the development is mixed use, indicate secondary sector(s) by  highlighting  green	
Primary sector	Sub-sector/use class	
Retail	A1 | A2 | A3 | A4 | A5 	
Commercial	B1 	
Industrial	B2 | B8	
Residential	C1 | C2 | C2A | C3 | C4 	
Education	School | Further education | Higher education | Other	
Transport	Airport | Rail | Other [note type]	
Healthcare	Hospital | Clinic | Other [note type]	
Other	[note type]	

CAD/BIM	Add data or  highlight  relevant option as appropriate	
CAD | BIM 	CAD | Level 1 | Level 2	
EDMS 	4P | Aconex | Asite | Conject | Livelink | ProjectVault
ProjectWise | SharePoint	
Unique Property Reference Number (UPRN)		

Project description and statutory approvals	Add data or  highlight  relevant option as appropriate	
Mission statement	Note the key drivers and targets for this project	
Environmental standards	RIBA 2030 Challenge | BREEAM | Lifetime Homes | DEC | EPC | Passivhaus | LEED
Project-specific carbon target | SKA | CEEQUAL | Building Regs	
Estimated construction cost	Up to: £1m | £5m | £10m | £25m | £50m | £100m | £100m+	
Building type	New build | Refurb | New + refurb	
Statutory compliance	Listed Grade I | Listed Grade II | Listed Grade II*
Conservation area	
Consultation	20th Century Society | Charities Commission | Environment Agency | Georgian Group | GLA | Historic England | LLDC | Local authority | Local residents’ groups | ODA | Sport England | TfL | The Mayor’s Office | Victorian Society	
Building height	1–3 storeys | 4–6 storeys | 7+ storeys
For insurance purposes, will the building be over 18m from ground level to top habitable floor? Yes | No	
Distance from studio	For the purposes of identifying long distance travel requirements and how the project will be serviced	
Version of Building Regulations used	When known, insert the version being used for this project	

Commercial data	Add data or  highlight  relevant option as appropriate	
Date of initial enquiry	YY/MM/DD	
Probability of appointment	25% [@ YY/MM/DD]  50% [@ YY/MM/DD]  
100% [@ YY/MM/DD]	
Fee type	Fixed | Percentage| Hourly rate | Speculative | Target cost | Pro bono	
Scope of services	Full service | Principal Designer (in-house) | Contract administration | Landscape | Interior designer | Feasibility study | Planning application | Urban design | Masterplanning | Conservation | Client adviser | POE | 
NEC supervisor	
Construction contract 	JCT Standard | JCT D&B | JCT CM | NEC | 
GC Works | Bespoke	
Procurement 	Traditional | Single stage D&B | 2 stage D&B | CM | Developer/contractor procured 	
Target profit	XX% @ date 	
Confidentiality agreement	Yes | No	
Soft Landings	Yes | No	
Commercial data	Add data as appropriate	
Commercial risks to be managed	@ Bid stage
[note risks here]	
	@ Start-up 
[note risks here]	
	@ Planning Application
[note risks here]	
	@ Tender stage
[note risks here]	
	@ Construction
[note risks here]	

Hourly rates 	@ [date]	@ [date]	@ [date]	@ [date]	
Partner/Director	£	£	£	£	
Associate	£	£	£	£	
Architect	£	£	£	£	
Part 2 	£	£	£	£	
Part 1 	£	£	£	£	
Other	£	£	£	£	

Status of key documents	Date completed	
Architect’s appointment and fee	YY/MM/DD	
Scope of services	YY/MM/DD	
Fee cashflow	YY/MM/DD	
Project Brief	Strategic | Initial | Final [@ YY/MM/DD]	
Design Programme	YY/MM/DD	
Responsibility Matrix	YY/MM/DD	
Design team schedules of services	YY/MM/DD	
Project document numbering standard	YY/MM/DD	

Architect’s appointment	
Legal review by insurers 	YY/MM/DD	
Legal review by solicitors 	YY/MM/DD	
Letter of intent/client care letter 	YY/MM/DD	
Appointment executed and filed 	YY/MM/DD	
Level of PI cover being provided		

Subconsultant’s appointment	
Name		
Letter of intent	YY/MM/DD	
Draft agreement issued to subconsultant 	YY/MM/DD	
Agreed 	YY/MM/DD	
Executed 	YY/MM/DD	
Add further rows as required		

Project Strategies	Project Strategies are to be prepared in outline at Stage 2 and in detail at Stage 3. 
For guidance refer to the 
RIBA Plan of Work Overview	
Technology (IT and BIM)		
Communication		
Building control		
Procurement		
Construction		
Plan for Use		
Sustainability		

Project activities
This schedule is to be read in conjunction with the Scope of Services.
If an activity is not applicable, insert ‘N/A’. If an activity has commenced but is not completed, note ‘Ongoing’.
The activities listed here can be amended to suit an individual practice's approach to projects but they are broadly applicable to most projects.
Stage/
reference	Activity	Date completed	
STAGE 0	Strategic Definition		
0.01	Check for any conflict of interest 		
0.02	Preliminary site inspection and appraisal 		
0.03	Initial viability assessment/development appraisal 		
STAGE 1	Preparation and Briefing		
1.01	Notify any previous architects involved with the project 		
1.02	Site Information/Pre-Construction Information		
1.03	Review relevant town planning policies, etc. 		
1.04	Project Programme and Information Exchanges 		
1.05	Project directory 		
1.06	Project Roles Table 		
1.07	Feasibility Studies		
1.08	Consultations with authorities; initial planning enquiries 		
1.09	Statutory services enquiries 		
1.10	Consultation with third parties 		
1.11	Advise client on statutory and other legal obligations 		
1.12	Monitor resource cost/fee income 		
1.13	Review Project Risks		
1.14	CDM HEMS 		
1.15	Client instruction to proceed to Stage 2 		
STAGE 2	Concept Design		
2.01	Design Programme 		
2.02	Architectural Concept		
2.03	Prepare Outline Specification		
2.04	Design Review(s)		
2.05	Assess need for party wall notices/rights to light/daylighting studies 		
2.06	Establish Project Strategies 		
2.07	Specialist areas of design/specialist subcontractors 		
2.08	Highways, drainage, water, gas and electricity, etc. 		
2.09	Review HEMS 		
2.10	Client Health and Safety File requirements 		
2.11	Monitor resource cost/fee income 		
2.12	Review construction Cost Plan against the design 		
2.13	Pre-application submission(s)/outline or full Planning Application as appropriate		
2.14	Stage Report 		
2.15	Client instruction to proceed to Stage 3 		
STAGE 3	Spatial Coordination		
3.01	Spatially Coordinated design		
3.02	Review/update Project Strategies 		
3.03	Design Studies and construction cost review 		
3.04	Approvals 		
3.05	Technical review(s)		
3.06	Pre-construction Health and Safety information 		
3.07	Review HEMS 		
3.08	Monitor resource cost/fee income 		
3.09	Review Project Risks (non-CDM)		
3.10	Pre-application submission(s) and Planning Application		
3.11	Stage Report 		
3.12	Client instruction to proceed to Stage 4 		
STAGE 4	Technical Design 		
4.01	Drawing programme/schedule 		
4.02	Finalise Project Strategies 		
4.03	Technical design information 		
4.04	Outstanding approvals 		
4.05	Building control enquiries and application 		
4.06	Performance specifications 		
4.07	NBS specification 		
4.08	Highways, drainage, water, gas, electricity supplies, etc. 		
4.09	Party wall and foundation notices 		
4.10	Technical review(s) and construction cost review 		
4.11	Review Project Risks (non-CDM)		
4.12	Review HEMS 		
4.13	Planning Conditions 		
4.14	Monitor resource cost/fee income 		
STAGE 5	Manufacturing and Construction		
5.01	Information for Health and Safety File 		
5.02	Information for building log book (Building Regulations Part L2) 		
5.03	Information release in accordance with Building Contract 		
5.04	Construction Programme (by Principal Contractor) 		
5.05	Site inspections 		
5.06	Site meetings 		
	If Contract Administrator		
5.07	Clerk of works/site staff 		
5.08	Contractor’s insurance (or by quantity surveyor) 		
5.09	Client insurance if refurbishment 		
5.10	Contractor’s programme and information required schedule 		
5.11	Issue contract documents 		
5.12	Pre-contract meeting 		
5.13	Contract administration 		
5.14	Monitor progress and programme 		
5.15	Claims 		
5.16	Practical Completion certificate		
5.17	Asset Information from contractor 		
5.18	Set up notification for end of defects/maintenance period		
5.19	Health and Safety File 		
5.20	Record date for end of 6/12-year liability period 		
	If novated		
5.21	Notify client and contractor about novation switch 		
STAGE 6	Handover		
6.01	Post-completion review 		
6.02	Client feedback		
6.03	Review and record performance of completed works 		
6.04	Prepare material for archiving 		
	If contract administrator		
6.05	Defects inspection 		
6.06	Certificate of making good defects 		
6.07	Claims 		
6.08	Final Certificate 		
STAGE 7	Use		
7.01	Periodic contact with the building occupier and/or owner 		
7.02	Agree fees for any work required 		
7.03	Record building performance 		
Procurement	Note: procurement of the contractor is a flexible task that typically occurs between Stages 2 and 4. It may be undertaken by the client, the project manager, the quantity surveyor or the architect.		
P 0.01	Collate final tender documentation 		
P 0.02	Prepare tender lists and agree with client 		
P 0.03	Main contract tenders 		
P 0.04	Subcontract tenders 		
P 0.05	Check all necessary statutory and other consents obtained and party wall awards in place 		
P 0.06	Confirm with client:
- phasing, restrictions
- work not forming part of Building Contract to be carried out by others
- insurance arrangements
- form of construction contract
- tendering period and procedures to be followed
- optional provisions and particulars for Building Contract
- final tender list
- instruction to proceed given and confirmed in writing		
P 0.07	Final information for pre-construction Health and Safety information		
P 0.08	If specialist subcontractors or suppliers involved:
- written confirmation from client for inclusion of firms proposed
- willingness/availability of these firms
- tender action
- quality assurance procedures and compliance with Health and Safety matters
- review tenders
- cost checking
- appraise specialist tenders and notify all tenderers of decision		
P 0.09	Appraise tenders and prepare report (or assist in preparing report) with recommendations for client 		
P 0.10	Post tender-receipt actions if cost too high 		
P 0.11	Notify successful tenderer and arrange for signing of contract documents 		
P 0.12	Notify unsuccessful tenderers 		
P 0.13	Where providing design services to the contractor (e.g. on novation) obtain PI certificate from contractor