schematic design
Design-bid-build — (or design/bid/build, and abbreviated D B B or D/B/B accordingly), also known as Design tender (or design/tender ), is a project delivery method in which the agency or owner contracts with separate entities for each the design and construction of … Wikipedia
Design–bid–build — (or design/bid/build, and abbreviated D–B–B or D/B/B accordingly), also known as Design–tender (or design/tender ) and traditional method, is a project delivery method in which the agency or owner contracts with separate entities for each the… … Wikipedia
Schematic capture — or schematic entry is a step in the design cycle of electronic design automation (EDA) at which the electronic diagram, or electronic schematic of the designed electronic circuit is created by a designer. This is done interactively with the help… … Wikipedia
Schematic editor — is a tool for schematic capture of electronic circuits.Schematic editors replaced manual drawing of schematic diagrams, but they still retain the capability of outputting schematics on specially formatted sheets. At the same time modern schematic … Wikipedia
Schematic Records — releases often feature striking covers by top designers such as The Designers Republic, Friends With You, Graphic Havok and Keep Adding.Formerly dubbed Soul Oddity, they were hometown champions of electronic music, pioneering Miami s rave scene.… … Wikipedia
Design rule checking — or Check(s) (DRC) is the area of Electronic Design Automation that determines whether the physical layout of a particular chip layout satisfies a series of recommended parameters called Design Rules. Design rule checking is a major step during… … Wikipedia
Schematic — A schematic is a diagram that represents the elements of a system using abstract, graphic symbols rather than realistic pictures. A schematic usually omits all details that are not relevant to the information the schematic is intended to convey,… … Wikipedia
Design de circuis intégrés — Conception de circuits intégrés La conception (ou le design) de circuits intégrés (ou puces électroniques) consiste à réaliser les nombreuses étapes de développement (flot de conception ou design flow) nécessaires pour concevoir correctement et… … Wikipédia en Français
Design de circuits intégrés — Conception de circuits intégrés La conception (ou le design) de circuits intégrés (ou puces électroniques) consiste à réaliser les nombreuses étapes de développement (flot de conception ou design flow) nécessaires pour concevoir correctement et… … Wikipédia en Français
Schematic (software) — Infobox Software name = Schematic caption = Schematic v4.3 developer = Dot Software Ltd genre = Business Graphics latest release version = 4.3 latest release date = 14 December 2007 operating system = Windows 2000, XP and Vista license =… … Wikipedia
schematic — adj 1. diagrammatic, diagrammatical, graphic, plotted, charted; illustrative, representational, delineative. n 2. diagram, drawing, tracing, blueprint, sketch, delineation; chart, flow chart, graph, line graph; plan, arrangement, layout, design,… … A Note on the Style of the synonym finder
Schematic design что это
Библиографическая ссылка на статью:
Станиславский А.Р. Стадийность проектирования в строительстве: на пути к гармонизации международных стандартов // Экономика и менеджмент инновационных технологий. 2015. № 6. Ч. 2 [Электронный ресурс]. URL: https://ekonomika.snauka.ru/2015/06/9255 (дата обращения: 05.10.2022).
Гармонизация международных стандартов – насущная задача во многих отраслях экономики. Работа по гармонизации стандартов активно ведется в рамках таких международных экономических организаций, как Международная организация по стандартизации (стандарты ISO), Европейский комитет по стандартизации (стандарты EN) и др. Процессы гармонизации затронули и международные стандарты в области оказания консалтинговых и инжиниринговых услуг в строительстве.
В предшествующих публикациях ([1], [2]) мы имели возможность обсудить некоторые из таких стандартов, в частности, стандарт ISO 16813:2006 «Проектирование зданий с учетом экологических требований – Экологические требования для внутренних помещений – Общие принципы» [3], адаптированный российским ГОСТ Р 55654-2013 «Проектирование зданий с учетом экологических требований» [4], и стандарт EN 16310:2013 «Инжиниринговые услуги – Терминология для описания инжиниринговых услуг для зданий, инфраструктуры и промышленных объектов» [5].
В [2] мы указывали на элементы гармонизации между системами стандартизации EN и ISO:
…во многих случаях определения терминов заимствуются из действующих нормативных документов Европейских Норм (EN) и Международной организации по стандартизации (ISO). Тем самым обеспечивается, с одной стороны, преемственность между стандартами в рамках EN, а с другой, связь с наиболее авторитетной глобальной системой стандартизации, ISO. [2]
Усилия по гармонизации норм в области оказания консалтинговых услуг в строительстве предпринимаются и в рамках авторитетного международного отраслевого профессионального объединения – Международной федерации инженеров-консультантов (Fédération Internationale Des Ingénieurs-Conseils, FIDIC). FIDIC известна, прежде всего, благодаря разработке «типовых условий контрактов для регулирования отношений участников международной инвестиционно-строительной деятельности» [6], широко применяемых в международных проектах.
В настоящей статье мы проанализируем, как стадийность проектирования определяется экспертами FIDIC, и сопоставим эту модель с моделями, описанными в стандартах EN и ISO. В заключение мы рассмотрим, какие модели стадийности проектирования строительства применяют некоторые известные международные консалтинговые компании – активные участники международной инвестиционно-строительной деятельности – и сравним их с моделями, описанными в стандартах EN, ISO и FIDIC.
FIDIC была основана в 1913 с целью популяризации и реализации стратегических целей входящих в нее объединений, а также распространения информации и ресурсов, представляющих интерес для членов FIDIC. Сегодня членами FIDIC являются представители более 97 стран. [7]
Вопросы стадийности проектирования в строительстве рассмотрены в публикации FIDIC «Руководство по определению услуг (Строительство зданий)» [8],[i] в котором, по утверждению его авторов, сделана попытка «а) собрать воедино лучший мировой опыт в определении инжиниринговых услуг и б) создать основу для определения объема, оказания и эталонного тестирования этих услуг, если это необходимо» [8, с. 1].
В преамбуле документа подчеркнута особая важность для инженеров-консультантов «повсеместной координации проектных документов между разными дисциплинами» и необходимость «сравнительно формальной координации информации, которую предоставляет каждая дисциплина для завершения каждой стадии проектирования» [8, с. 4].
В Руководстве определено 5 стадий, которые относятся к «до-проектному» и «проектному» периоду жизненного цикла строительного объекта (в скобках указаны альтернативные наименования) [8, с. 9]:
- Scoping of Services Phase (Engagement or Appointment Phase);
- Pre-Design Phase (Programming Phase);
- Schematic Design Phase (Concept or Preliminary Phase);
- Developed Design Phase;
- Construction Documentation Phase (Detailed Design or Working Drawings Phase).
В последующих разделах документа подробно описаны объемы услуг, предполагаемых каждой стадией, что обеспечивает достаточный массив информации для продуктивного сопоставления этих описаний с описаниями стадий проектирования в других нормативных документах.
В качестве «лирического отступления» стоит отметить, что в популярном онлайновом словаре экономических терминов Businessdictionary.com [9] наименования стадий проектирования в строительстве практически идентичны терминам, принятым в Руководстве:
- Schematic Design Phase
- Design Development Phase
- Construction Document Phase (working drawings, specifications, and bidding documents)
Это может говорить о достаточно высоком статусе данной модели в международном экономическом дискурсе.
Дополнительным основанием для сопоставления модели стадийности проектирования FIDIC с моделями, предлагаемыми другими нормативными документами, служит, например, то обстоятельство, что для разработки последних привлекаются эксперты FIDIC. Так, специалисты «Европейской федерации ассоциаций инженеров-консультантов» (European Federation of Consulting Engineers Associations, EFCA), представляющей FIDIC в Европе, непосредственно разрабатывали европейский стандарт EN 16310:2013 [5] и «активно продвигают [его] на рынке» [10].
Результаты сопоставления модели стадийности проектирования FIDIC с аналогичными моделями из других стандартов, а также с «типичными стадиями проектирования», предложенными нами ранее (см. [1] и [2]), представлены в таблице 1.
Таблица 1. Сопоставление стадий проектирования в различных нормативных документах
Если локализация «до-проектных» стадий (стадии «0. Предпроектные материалы» и «1. Технико-экономическое обоснование» [1]) в стандарте FIDIC не вызвала серьезных затруднений, то выяснение соотношения между «проектными» стадиями в FIDIC и в других стандартах потребовало более углубленного анализа объема, предоставляемых услуг на каждой из них. Несмотря на большое сходство в применяемой терминологии объем услуг, предполагаемый даже одноименными стадиями, в FIDIC и стандартах ISO 16813:2006 [3] и EN 16310:2013 [5] различаются. Поэтому нас не должно удивлять, например, то, что Schematic Design Phase стандарта FIDIC в [3] охватывает не только стадию Schematic Design, но и более раннюю стадию, Design Concept, а Detailed Design в FIDIC в [5] соответствует не Detail Design, а Construction Design.
Приняв таблицу 1 в качестве «мгновенного снимка» сегодняшнего состояния в части гармонизации терминологии при определении стадийности проектирования в строительстве, давайте посмотрим, как предлагаемые данными нормативными документами терминологические системы соотносятся с моделями стадийности проектирования, применяемыми известными международными консалтинговыми компаниями, оказывающими инжиниринговые услуги в строительстве. Из экономии места ограничим свой выбор компаниями, работающими в области гидроэнергетического и гидротехнического строительства.
В таблице 2 приведены модели стадийности проектирования, применяемые консалтинговыми и инжиниринговыми компаниями-членами Международной гидроэнергетической ассоциации (International Hydropower Association, IHA) и другими известными представителями данного сегмента отрасли.
Как видно из таблицы, представленные компании широко применяют терминологию, встречающуюся в рассмотренных нормативных документах. Однако едва ли можно говорить о каких-либо предпочтениях в имплементации той или иной модели стадийности проектирования: ISO, EN или FIDIC. Скорее, компании пользуются собственными моделями, опираясь на накопленную в отрасли терминологическую базу, но без очевидной привязки к конкретным международным стандартам.
В представленных моделях относительно частотным термином для описания «до-проектных» стадий является термин Feasibility Study, «проектных» – Detailed Design и Construction Design. С другой стороны, термин Schematic Design, упоминающийся в трех рассмотренных стандартах, не встречается ни у одной из перечисленных компаний.
Гармонизация международных стандартов в области оказания консалтинговых и инжиниринговых услуг в строительстве – процесс, инициированный и активно осуществляемый рядом международных организаций. На основании нашего сопоставительного анализа моделей стадийности проектирования в строительстве, в целом можно говорить о том, что между соответствующими стандартами семейств
Таблица 2. Стадии проектирования в консалтинговых компаниях, оказывающих инжиниринговые услуги в области гидроэнергетического и гидротехнического строительства
EN, ISO, FIDIC уже достигнута достаточно высокая степень гармонизации. Однако, как мы увидели на примере моделей стадийности проектирования, применяемых сегодня известными игроками на рынке международной инвестиционно-строительной деятельности, процесс внедрения таких гармонизированных моделей «в массы» обещает быть долгим.
[i] Помимо данного руководства для строительства зданий планируется издание отдельных руководств для объектов гражданского/инфраструктурного строительства и объектов промышленного строительства [8, с. 8]
- Станиславский А.Р. Определение стадий проектирования строительных объектов в международных и национальных нормативных документах // Экономика и менеджмент инновационных технологий. 2014. № 1 [Электронный ресурс]. URL: http://ekonomika.snauka.ru/2014/01/3642 (дата обращения: 14.06.2015).
- Станиславский А.Р. Стадийность проектирования в строительстве: европейский подход // Экономика и менеджмент инновационных технологий. 2014. № 10 [Электронный ресурс]. URL: http://ekonomika.snauka.ru/2014/10/6049 (дата обращения: 14.06.2015).
- ISO 16813:2006. Building environment design – Indoor environment – General Principles. Geneva, International Organization for Standardization. 2006. 15 p.
- ГОСТ Р 55654-2013. Проектирование зданий с учетом экологических требований. М. 2013. v, 25 с.
- EN 16310:2013. Engineering services – Terminology to describe engineering services for buildings, infrastructure and industrial facilities.Brussels, European Committee for Standardization (CEN). 2013.
- Международная федерация инженеров-консультантов // Википедия [Электронный ресурс]. URL: https://ru.wikipedia.org/wiki/ (дата обращения: 14.06.2015).
- About FIDIC // International Federation of Consulting Engineers (FIDIC) [Электронный ресурс]. URL: http://fidic.org/about-fidic (дата обращения: 14.06.2015).
- Definition of Services Guidelines (Building Construction). Geneva, Fédération Internationale Des Ingénieurs-Conseils (FIDIC), 2009. P. iv, 38.
- Businessdictionary.com [электронный ресурс]. URL: http://www.businessdictionary.com (дата обращения: 14.06.2015).
- New standards can ease the way for better cross-border cooperation in construction industry // The Voice of EFCA. 2013 [Электронный ресурс]. URL: http://www.efcanet.org/Portals/EFCA/ELOKET/9089/Voice%20of%20EFCA%2010.pdf (дата обращения: 14.06.2015).
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Schematic Design Phase: A Quick Guide for Projects
ProjectManager
In construction, there’s so much that takes place before the build begins. First, there’s a site analysis to put the building in context. Then there’s the schematic design, which is a rough drawing of the project’s basic features and cost estimates.
But the schematic design is only one phase in the architectural design process. It’s not the same as a concept design, but we’ll get to that later. First, let’s outline the five architectural design phases.
The 5 Architectural Design Phases
Construction is a complicated process. There are a lot of stakeholders and resources needed to deliver a construction project. The first part of this endeavor, no matter whether it’s a commercial or residential project, is the design process.
The architectural design process occurs over five phases. We’ll focus on the schematic design phase, which is the first, but in order to understand it contextually, let’s briefly explore each of the architectural design phases.
Phase 1: Schematic Design
The architectural design phase begins with the designer meeting with the client to come together on the vision and overall goals of the project. Some of this discussion is about essential items such as project scope, the purpose of the construction and its functionality.
After this initial meeting, the designer takes the data compiled from talking with the client and conducts a field survey. After that, a few primary design options are drafted and presented to the client.
The sketches are professionally rendered so the client can visualize these options more clearly in terms of what the finished building will look like. This schematic design phase includes a rough estimate of costs for each of the options, as budgetary concerns are usually paramount.
The client often comes back with a selection or two as well as changes they want to be implemented into the schematic design. The designer will make those changes until a final design is chosen, which the architectural team will then refine.
As you can imagine, there’s a lot of back and forth in this phase. Having a tool that connects the design team to the client is ideal. ProjectManager is online construction project management software that delivers real-time connectivity. Files can be shared, comments added and, when there is an update, everyone is notified by email or in-app alerts. Better still, the software has features to help in all phases of a construction project such as unlimited file storage, which acts as a central hub for all project documentation and drawings. Get started with ProjectManager today for free.
ProjectManager connects everyone on the project team and fosters better collaboration. Learn more
Phase 2: Design Development
Now take the schematic design further by finalizing the design chosen by the client and start working on the general structural details of the building. This includes things such as doors and windows as well as the materials you’ll be using in the construction of the building.
The chosen schematic design is revised if there were any changes requested by the client, and the cost estimate is updated to reflect any changes. Clients will look over the final design and make sure it meets their requirements. If they have additional changes, this is the last time they’ll be able to make them.
Phase 3: Construction Documents
At this point, construction documents are developed such as blueprints, technical specifications that are required for the bidding process, permit applications, etc. The client’s specifications will guide the creation of all the documents.
This phase mainly involves the architect, as they are responsible for the blueprints. These construction documents will be used by the construction contractors as they start preparing for the next phase in the process.
Phase 4: Bidding
Construction bidding is when construction contractors work with the client, design team or both to win the work. This is called the bidding process when designers help clients find the best fit in terms of experience, expertise and price. Having the designer work with the client during this phase is ideal.
The designer can list suitable construction contractors, review their bids and help the client with the analysis so the best bid can be picked. That’s why including the designer in this phase is so important as they are most intimate with the work the contractors will have to perform.
Phase 5: Construction Administration
Finally, with all construction documentation done and a construction contractor selected, construction is now underway. The client will want construction reports to make sure the building is being erected to its specifications.
That’s where the construction administration comes in. The architectural designer oversees the work of the construction company to make sure the design is being followed correctly. If there are issues, the designer will work with the contractor to get the project back on track.
What’s the Purpose of the Schematic Design Phase?
The main purpose of the schematic design phase is to turn the client’s vision into physical drawings of space. These drawings must be practical but also conform to the client’s budget. The site is also key; it must be measured and undergo a thorough site analysis to understand not only its physical properties but also code, regulations, drainage, climate and much more.
The schematic design phase takes into consideration the context in which the building is being placed, but it also focuses on the specific details of that building. It shows the structural, mechanical, heating, ventilation and air conditioning (HVAC) as well as plumbing and electrical systems. Interior and exterior finishes are also included.
There are control strategies for all equipment and systems relating to building services such as security and fire alarms, technical requirements for phones, data, cable and any audio-visual needs. Of course, the schematic design is reviewed for functionality, usability, code compliance and more.
Common Schematic Design Documents
The schematic design phase consists of various drawings that map out the exterior, interior and systems of the building. Commonly, this includes the site plan, floor plan, building elevations and building systems. They are described briefly below.
Site Plan
The site plan is a drawing of the location where the proposed construction project will take place. It shows how the building is oriented in the lot and the necessary site improvements. These can range from landscaping, walkways and roads to utilities, connections and service drives.
Floor Plan
The floor plan is a line drawing of the building’s floor plan or layout. Imagine if you sliced the physical building horizontally, the floor plan is that view with the top half removed with a bird’s-eye view. The floor plan includes dimensions, equipment, furnishings and other construction details.
Building Elevations
The building elevation is a drawing of the exterior of the building from the point of view of someone standing directly in front of it. It’s common for all four sides of the building to be drawn, as indicated as east, west, sound and north elevations. There can be some interior elevations that show a vertical surface, such as a corridor wall or the front of an auditorium.
Building Systems (HVAC, Electrical, Plumbing & Mechanical)
The building system is a drawing of all the systems being delivered to the building. These are heating ventilation and air conditioning (HVAC), electrical and plumbing and mechanical systems. The building system drawing shows where they will go in the building and how they interact, including power sources.
Schematic Design vs. Concept Design
Some might confuse schematic design with concept design so it’s important to note that they are different and how. The main difference is in the amount of detail. Concept design is by definition more abstract while schematic design is the first step towards creating the spatial and architectural elements that will be necessary to actualize construction.
The schematic design is responsible for taking the concept design and placing it in the real world that can actually be constructed. It’s a framework that allows the project to move forward in the design development. The end goal is the successful construction of the design.
Concept design doesn’t have to reflect the real world. It’s loose and expressive. It’s not concerned with issues such as if the drawing can be constructed. Those architectural concerns are placed in the schematic design, which deals with the more pragmatic issues we’ve already discussed.
ProjectManager & Architecture Design Phases
ProjectManager is construction project management software that helps with the design phase and every other phase of construction projects. Real-time data facilitates communication between departments. This data connects the designer to the owner and, eventually, the construction contractor to make sure that the design is being followed correctly.
Work How You Want
Schematic design is a collaborative affair, more so when involving the client and then the contractor. We connect those various parties with online software that delivers real-time data, but designers use different tools than construction project managers. This is why we have multiple project views. Designers can track their work on the visual workflows of kanban boards, project managers can plan on Gantt charts or the sheet view, subcontracts can use the list view to do their tasks and stakeholders can make sure milestones are met on the calendar view.
Track Progress Once Construction Starts
Designers aren’t done once they’ve created a schematic design. In addition to more design work, once the ground is broken on the construction site, designers need to stay in contact with the general contractor and make sure they’re following the plans. One way to say abreast with the progress and performance of the construction is with our real-time dashboard. It collects, calculates and displays six project metrics with no setup required. Customizable reports dive deeper into the data and can be shared with the client to keep them updated.
Our software is vital from design to completion, connecting the entire project team and delivering real-time data for more insightful decision-making. We also have resource management features that balance your crew’s workload and timesheets that track their time on tasks while making payroll secure and streamlined. We’re the only construction project management software you’ll ever need.
ProjectManager is an award-winning software with features to connect design teams with clients and contractors. Our online software delivers real-time data that fosters better collaboration and tracks progress and performance. Plan, monitor and report on your construction project with ProjectManager. Get started for free.
EP 95: Schematic Design
Whenever an architect sits down with a client on a new residential project, the first thing that happens is a conversation about project goals and requirements. It is during this initial conversation that everyone tries to figure out what exactly it is that this project is supposed to accomplish. This phase of the work is widely referred to as “Schematic Design”… and that will be the focus of our conversation today. Welcome to Episode 95: Schematic Design
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Today we are going to kick off a new, approximately quarterly series of residentially focused episodes.
What Exactly Is Schematic Design? jump to 1:03
Today we are going to start with Schematic Design and depending on whom you ask, this is the beginning of the design process in almost any project. So what exactly is schematic design? In short order, schematic design is the initial design phase in any project. The first step is called programming which is when the client and architect discuss the requirements of the project (how many rooms, the function of the phases, etc.), testing the fit between the owner’s needs, wants, and budget. This first phase is incredibly important but it is a fact-finding and data collection process, but the first time I get to put pen (or pencil) to paper is during the schematic design process.
In some circles, and commercial work is typically one of those circles, Programming is considered different than schematic design and is usually its own phase of work. Although I tend to consider programming as part of the schematic design phase rather than separate it out into its own special section, I still go through the steps to include programming but it is a data collection phase and I do not consider it part of the (air quotes) “architectural process”.
The deliverables in the Schematic Design phase when comparing commercial work and residential work are wildly different. Commercial work is far more developed mostly because pricing is more typically a part of the process during this phase than it is in residential work. The contractor is frequently brought in at an earlier stage of the process in commercial work. Having a contractor on board during the early stages of the process is incredibly valuable so that we can avoid redundant work and make sure that the initial “dream” priorities can remain a part of the final product.
first pass – schematic design floorplan study
What does Schematic Design look like in the residential process? jump to 9:25
I will prepare a series of rough sketches which show the general arrangement of rooms and their placement on the site. I generally like to assemble all the information I have collected during the programming phase and start blocking out initial diagrams that describe the physical parameters of the project. Normally this is in the form of quick sketches The homeowner approves these sketches before proceeding to the next phase which is Design Development. The goal of the schematic design phase is to get a viable definition of the spaces to be provided and considered, create an overall vision and feel for the project.
The fee for the schematic design phase can vary but typically ranges between 15% and 25% of the total. Andrew trends towards the higher end of this percentage because his commercial drawing sets and the introduction of BIM software created a situation where there is more work being developed during schematic design. I still keep my SD fees closer to the 15% mark because I still like producing some of this initial scope of work by hand. A major consideration for me doing this is because the clients I work with on residential work are fairly new to this process and I think that seeing a hand-produced drawing makes it easier to assume that this is a work in process and that it is okay to speak up and make modifications. Sometimes when we put highly articulated computer-generated drawings in front of people that we hear that they are slightly intimidated by what they are seeing and are less likely to feel like they can make modifications.
I will also confess that I do not work in BIM software and prefer to work through these initial concepts with simpler tools. I find it to be considerably faster and I can develop 5 or more concepts in the same time that it takes someone working on the computer to develop a single scheme.
What Does Schematic Design Get Me? jump to 15:14
So what does Schematic Design look like if you are the client? Are you getting a floorplan? Sorta yes, but sorta no. It’s more of a highly articulated bubble diagram. What about elevations? Nope – at least not with me. I would provide 3-dimensional concept design (which would include elevations) commercial projects, but given that this process is typically done with clients that have never gone through this process before, sometimes there are massive resets once you work through rooms, their sizes, and how they want the house to function and what the house looks like should not be the focus on these initial conversations.
It is during Schematic Design that I want people to understand that the focus of the designs being made is typically focused on room size and adjacency – along with the functional role those spaces have within the overall concept of the home. The preference is that the main attention of the conversation is not on what the elevations will look like, but to keep things more basic and fundamental to this stage of the process … simply “Do you want this room next to that room?”, “Does this size seem appropriate?”, and “Will this configuration provide you the lifestyle you wish to accomplish?”
Programming Questionnaire jump to 16:08
When we start the process of collecting information, we start by asking a lot of questions – and we use a questionnaire to jump-start this part of the process. The role that the programming questionnaire plays is significant and introduces the concept of skin in the game right from the beginning. I have a 10 page (or so) list of questions that goes all the sorts of things that a home might need to accomplish and I request that each client fill it out before we begin … and it’s not a little homework assignment. While each questionnaire is developed specifically for each client, there are a lot of similarities between them all. The role is to mostly capture information about how the client wants to use their house. This can be based on how they currently live and they want to maintain or recapture certain aspects, but it can also be new modifications that they want to improve upon. There is also the side benefit of allowing people to work through the differences in their ideas and how they want their house to function without me sitting at the table. Not all couples have the same vision for the final product and it just seems decent to give them a chance to work through those differences in a format that is most comfortable for them.
Room Matrix jump to 18:09
This is all the information I need to shine some light on the programming, the estimated square footage of that programming, and an extremely rough estimate on budgeting during one of the first few meetings. This room matrix usually shows up in meeting 2 or 3, a series of programming meetings that looks like this:
- meeting one – typically a conversation that explains how the process will work
- meeting two – a review of the programming questionnaire with several, several more questions as a result of the answers provided in the aforementioned questionnaire
- meeting three – presentation of the room matrix and preliminary budget conversations
All of these meetings take more time than most people realize – at least a few hours each – but this is possibly the most important time frame to discuss because it is so important to get to not only the desired rooms identified, but we really want to establish an expectation on how big the clients expect or desire those rooms to be when built. Let’s break down what information is being presented in each column –
I have written a post that is completely dedicated to the use of this room matrix – you can read more on that subject here: Residential Architecture 101 – Room Matrix.
What Should Schematic Design accomplish? jump to 26:27
The aspiration for a residential project schematic design phase is to get everyone on the same page related to the goals for the project. This involves the site issues, the regulatory issues, the programmatic issues, budgets, and the client’s desires for the project. Many clients are unaware of how much monetary variation there might be within the images that show their “likes.” An architect can help the client understand that certain finishes and looks might be in a price range that does not align with their budget. So a large part of this process is helping the clients understand all the issues involved and how we as architects attempt to resolve all of them in a way that yields the project they want. This beginning part of the overall path to a fully designed project mainly focuses on getting those expectations aligned between client and architect. While it becomes a point of choice among architects where this “schematic” phase actually ends, this should be part of every architect’s process. The line drawn between the SD and the DD phase can be located at different points along this design path, but the moving parts of that process will be very similar among most architects. A benefit of making this schematic phase a bit shorter allows for a less developed milestone. The possibility of repeating work due to a client changing their mind involves less completed work. There is also a smaller amount of fee dedicated to the project at this completion point. This phase aims to collect all of the data needed to set the project on the proper path. Also, Schematic Design ensures that everyone involved (all stakeholders) is on the same page about that data, and the direction the project is headed is correct.
If you are going to have a residential-centric conversation, I decided that we would stay on message and have the Would You Rather question would stay in that arena.
Would you rather? jump to 43:32
Would you rather live in a house with no windows or a house with dirty floors
Just let me say this right out of the gate … dirty floors mean really dirty floors, not just floors that aren’t clean. There are all sorts of loopholes built into the “house with no windows” but I think most people will get the point. No windows.
EP 95: Schematic Design
Schematic Design is an important part of any design process and no matter who the architect is, they are going to go through this process on every single job they do.
The schematic design (and programming) phase is one of my favorites because there is such a social aspect to the collection of the material needed to do a proper job. It’s important that I have a real working understanding of how the house will ultimately be used so that we can create a finished product that supports this family’s lifestyle. The thing that I really love about this phase of the project is that it is so exciting to present these plans to the clients. I typically expect there to be some pushback on something I’ve shown or some assumption that I’ve made as the programming relates spatially to the form of the house .. and that is how it should be. This is not a house for me so I am invested in making sure that the client gets what they want.
for additional resources, here are some other worthwhile articles that are specific to the schematic design process: