Download FID_7_Schematic Design Residential

Schematic Design
Developing a Design Plan
The major difference between an untrained designer and a skilled expert
is the expert depends upon a “flow chart” or sequential outline for a
project.
May 2010
To gain a client’s confidence and to
assure your success in completion
of a project, you must have a
plan
Good Design Requires a Plan
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Identify the project
Assess the client characteristics
Analyze the environment
Develop a preliminary budget
Compile a design resource file
Plan use of space
Choose a style and color scheme
Select backgrounds, furniture, lighting, and accessories
Present the design
Make changes based on client input
Implement the design
Steps in the Design Process
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The sequence of steps, even for a small project, is the
same for a large project. The difference is the amount of
interaction the clients usually have with each step.
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What is the goal?
What do they want to accomplish?
What is your budget?
How knowledgeable is the client about what their needs are?
What is the time frame to complete the project?
What is the client’s current credit situation?
Write or adjust a letter of agreement or contract and secure client
signature
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Step 1
Identify the Project
Success will result from understanding the
clients needs.
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Lifestyle
◦ Entertainment
◦ Hobbies
◦ Study/work areas
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Atmosphere
◦ Formal/informal
◦ Rustic/contemporary/traditional
◦ Color preferences
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Future Considerations
◦ Pets, growing family, empty nesters, long-term guests
Step 2
Assess The client characteristics
How will the following be impacted in the design
process?
 Inventory the existing space
 Activities/services space will provide
 Storage areas
 Background spaces (flooring, walls, windows
lighting)
 Furnishings and accessories
 Measure space and furniture
Step 3
Analyze the Environment
A Cost Estimate must be presented to client
and include the following
 Cost of item including shipping cost
 Vendor supplying item
 Delivery times (estimated)
 Contingency Fee
 Design Services Fee
Step 4
Develop a Preliminary Budget
You must be able to convey to the client
the final project to their satisfaction
before placing an order.
 Photos
 Brochures
 Paint/wallpaper/carpet samples
 Large projects may require trips to
showrooms or manufacturers
headquarters
Step 5
Resource File
Every room starts with a blank canvas.
Satisfaction will result in how you use the
space in your design.
 Floor Plans
 Elevations
Step 6
Plan the Use of space
Now it’s time to create a space that reflects
your clients style and your expertise. This
will have the greatest visual impact on the
room
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Style (formal vs. informal
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Color Schemes
Step 7
Choose a Style and Color Scheme
Choosing colors, patterns and textures to
use are the factors that will have a great
impact on the atmosphere the space will
reflect
 Floors
 Walls
 Furniture
 Windows
 Accessories
Step 8
Select Backgrounds
Once you have chosen items from the
previous steps you will complete the cost
estimate with actual prices of items
selected.
Create a completed budget for design
project
Step 8 (part 2)
Completing the Budget
Final presentation to client will allow you to
convey your ideas visually.
 Renderings
 Sample Boards
 Computer Presentations
 Models
 CAD
Step 9
Present the Design
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The Timeline
If you want to work with this client and
keep their trust/business this step is
critical
When must the project be complete?
Installations
Placing orders
How do you handle delays?
Final sign off
Step 10
Implement the Design
Congratulations!
On a job well done
What are the benefits?
Satisfaction!