The 7 Stages of the Plan Workflow
A practical guide to how construction plans evolve from first sketch to long‑term asset management.
- Concept & Feasibility
- Schematic Design
- Design Development
- Construction Documents
- Procurement / Pre-Construction
- Construction & Field Revisions
- Operations & Maintenance
1. Concept & Feasibility
Purpose & Key Questions
Validate whether the project makes sense. What are the site constraints, budget range, regulatory hurdles, and ROI targets?
Typical Deliverables
- Feasibility report and high‑level cost model
- Conceptual sketches or massing diagrams
- Early risk register
Volanti Plan Table Use Cases
Stakeholders gather around a Plan Review Table to compare alternate massing studies, zoom into GIS overlays, and mark up constraints in real-time.
2. Schematic Design
Purpose & Key Questions
Translate the approved concept into an initial layout and form. Does the footprint meet program requirements? How do systems stack and route?
Typical Deliverables
- Schematic floor plans, elevations, and site plan
- Preliminary structural and MEP narratives
- Outline specification
Volanti Plan Table Use Cases
Architects run pin‑up reviews directly on the touchscreen, sketching adjustments and capturing stakeholder comments instantly.
3. Design Development
Purpose & Key Questions
Refine the design and coordinate all disciplines into a unified model. Are clearances, codes, and client standards fully addressed?
Typical Deliverables
- Detailed architectural, structural, and MEP plans
- 3D coordination model
- Updated cost estimate and schedule
Volanti Plan Table Use Cases
Teams split‑view 2D sheets beside live 3D models to resolve clashes quickly, reducing meeting time and RFIs later.
4. Construction Documents
Purpose & Key Questions
Produce the legally binding, permit‑ready drawings and specifications. Is everything coordinated and code‑compliant?
Typical Deliverables
- Full drawing set with details, schedules, and notes
- Project specifications book
- Permit and tender packages
Volanti Plan Table Use Cases
Reviewers zoom into callouts at 4K resolution, overlay redlines, and stamp sheets as “Issued for Construction.” QR‑linked title blocks ensure version control.
5. Procurement / Pre‑Construction
Purpose & Key Questions
Select vendors, lock budgets, and plan site logistics. Are long‑lead items ordered and trade interfaces clear?
Typical Deliverables
- Bid packages and comparison matrices
- Shop drawing log
- Site logistics and safety plans
Volanti Plan Table Use Cases
Estimators and trade partners gather around the table to review scopes, annotate clarifications, and sign off on procurement schedules.
6. Construction & Field Revisions
Purpose & Key Questions
Build the project while capturing any changes triggered by field conditions. Are RFIs and change orders reflected in real time?
Typical Deliverables
- Field redlines and revised sheets
- RFI and change order records
- Progress photos and inspection reports
Volanti Plan Table Use Cases
On‑site crews use rugged Job Box units to pull up the latest drawings, overlay photos, and push annotated PDFs back to the design office.
7. Operations & Maintenance
Purpose & Key Questions
Hand over an accurate digital record for efficient facility management. How will future work reference today’s as‑builts?
Typical Deliverables
- Final as‑built drawings and models
- O&M manuals and warranties
- Preventive maintenance schedules
Volanti Plan Table Use Cases
Facilities teams access the as‑built model on a Plan Desk, zoom to valve tags, and log maintenance history directly onto the digital twin.
Next Steps
- Jump to Glossary of Plan Workflow Terms →
- Explore Volanti Plan Tables →
- Book a demo, a personal online introduction and Q&A →