19
page 1 MASAA GENERAL-PROCESS CHECKLIST MASAA PROJECT REFERENCE: CLIENT PROJECT REFERENCE AND/OR NAME: CLIENT PERSON OF CONTACT (NAME, EMAIL, PHONE): CLIENT LEGAL REPRESENTATIVE (NAME, EMAIL, PHONE): CLIENT LEGAL NAME & ADDRESS: PROJECT LOCATION (ADDRESS OR COORDINATES): DISCLAIMER: This general process makes many assumptions that need to be fine- tuned or altered depending on the nature and complexity of the project in question. In general, this document does not imply large architectural projects or large-scale master planning. It might be more geared towards interior design or small architectural design. The document should try to implement the idiosyncrasies unique to China as well as to masaa. Ideally it balances its offered directions between how things truly are and how they should be. Fine-tuning shall therefore remain essential. Although not clear from this document—it is correct that each stage follows the next stage—not each step is simply followed by the next step. To show how certain steps overlap the linear nature of a word document’s writing needs to be put into another visual representation. The numbering (i.e. 1, 2, 3 etc) represents steps that do imply a logical sequence of consecutive or somewhat overlapping actions over time. The checkbox (on the right-hand side) accompanying each step is there for practical purposes. It must be checked if the goal mentioned within the accompanying text has been achieved. To assure the sustainability/degree of excellence of the project, a gateway should not be crossed if one or other preceding box has not been checked yet. Text in this color is mainly geared towards “interior design” rather than other architectural project types

masaa general process checklist-v2

Embed Size (px)

Citation preview

Page 1: masaa general process checklist-v2

 

page 1 

MASAA GENERAL-PROCESS CHECKLIST MASAA PROJECT REFERENCE: CLIENT PROJECT REFERENCE

AND/OR NAME:

CLIENT PERSON OF CONTACT

(NAME, EMAIL, PHONE):

CLIENT LEGAL REPRESENTATIVE

(NAME, EMAIL, PHONE):

CLIENT LEGAL NAME & ADDRESS: PROJECT LOCATION (ADDRESS OR

COORDINATES):

DISCLAIMER: This general process makes many assumptions that need to be fine-tuned or altered depending on the nature and complexity of the project in question. In general, this document does not imply large architectural projects or large-scale master planning. It might be more geared towards interior design or small architectural design. The document should try to implement the idiosyncrasies unique to China as well as to masaa. Ideally it balances its offered directions between how things truly are and how they should be. Fine-tuning shall therefore remain essential. Although not clear from this document—it is correct that each stage follows the next stage—not each step is simply followed by the next step. To show how certain steps overlap the linear nature of a word document’s writing needs to be put into another visual representation. The numbering (i.e. 1, 2, 3 etc) represents steps that do imply a logical sequence of consecutive or somewhat overlapping actions over time. The checkbox (on the right-hand side) accompanying each step is there for practical purposes. It must be checked if the goal mentioned within the accompanying text has been achieved. To assure the sustainability/degree of excellence of the project, a gateway should not be crossed if one or other preceding box has not been checked yet.

Text in this color is mainly geared towards “interior design” rather than other architectural project types

Page 2: masaa general process checklist-v2

 

page 2 

TABLE OF CONTENTS PART 1....................................................................................................................................................................................... 3 Assessment & Pre‐Production Stage...................................................................................................................... 5 

1. client’s needs identified 2. resources assigned 3. GATEWAY I 4. contracts signed 5. GATEWAY II 6. initial site analysis rounded up (i.e. after site visit with client)  7. primary briefing, project definition and brainstorm rounded up 8. primary research covered 9. feasibility confirmed 10. constraints & limitations identified 11. project target points identified 12. case studies pinpointed 13. client informed (project status report) 14. client's formal confirmation  15. GATEWAY III

Design Brief Stage .......................................................................................................................................................... 7 16. client's formal design brief received 17. in‐house project‐specific filing system is set up  18. all official certificates received & verified 19. all necessary previously involved third‐parties identified 20. all necessary (authorization) letters finalized 21. first payment received   22. site visit WITHOUT client rounded‐up  23. GATEWAY IV

PART 2....................................................................................................................................................................................... 6 Production I (Design) Stage ....................................................................................................................................... 9 

24. in‐depth research conducted; additional data collected 25. design "brainstorm" (a large amount of design schemes) 26. out‐house resources identified & locked down 27. client informed (project status report) 28. client's formal confirmation 29. GATEWAY V 30. design categories identified (a reduced amount of design schemes) 31. budgeting checked 32. communication with client handled 33. secondary out‐house resources locked down 34. GATEWAY VI 35. design selection made: "the most suitable one." 36. budgeting checked 37. client informed (project status report) 38. client's formal confirmation 

Page 3: masaa general process checklist-v2

 

page 3 

39. additional deliverables confirmed & locked down 40. second payment received 41. GATEWAY VII 42. 3D models finalized  43. GATEWAY IIX 44. planning permission drawings received 45. decorator pitching  46. samples collected  47. samples showcase constructed and available 48. construction team pitching 49. contractor shortlist 50. project manager assigned 51. furniture manufacturing pitching 52. (further steps to be announced) 53. GATEWAY IX 

PART 3.....................................................................................................................................................................................10 Presentation & Delivery Stage ................................................................................................................................13 

54. delivery and hand‐over location and time  locked down 55. media and content target identified 

a. designer for layout assigned b. in‐house editor assigned c. sources, citations and references centralized d. pre‐existing data collected e. selected design option prepared for publication f. strategy has been locked down and prepared for publication g. selected target design locked down and prepared for publication  h. plans are locked down and prepared for publication i. renderings are prepared for publication j. ratios, regulations, considerations locked down for publication k. all templates have been locked down and prepared for publication l. additional media has been locked  m. editorial process locked down n. media  aspects locked down (paper size, quality, binding, etc) o. extra deliverables locked down p. in‐house soft‐copy & hard‐copy proofing q. proofing process signed off & locked down r. outsourced printer assigned & scheduled  s. outsourced printer finalized press proofing t. final printing phase u. masaa received all deliverables from printer/media producer 

56. Presentation and handover rounded up. 57. third payment received 58. GATEWAY X 

PART 4.....................................................................................................................................................................................12 Production II (Construction) Stage.......................................................................................................................16 

59. material/sample showcase constructed & available @ masaa 60. drawings/plans distributed to project manager (construction team) 61. contractor locked down & scheduled 62. sub‐contractors locked down & scheduled 63. specialists locked down & scheduled 64. governmental institutional certificates organized  65. time schedule locked down 

Page 4: masaa general process checklist-v2

 

page 4 

      

 

66. material list locked down 67. decoration list locked down 68. budgeting checked 69. (further steps to be announced) 70. construction in accordance to time schedule implemented 71. hand‐over 72. final payment 

 

Page 5: masaa general process checklist-v2

 

page 5 

      

 

 

 

  

Assessment & Pre‐production Stage 

1. All main client’s needs and target(s) are identified (see checklist A)  2. Broad definition of needed (in-house, out-house or outsourced)

resources have been assigned and tentatively confirmed (see checklist D) Maximum Duration: 16 working hours (steps 1 and 2)

GATEWAY I:

3. If steps 1 and 2 are not checked within ample time we cannot accept the project nor sign a contract. The project acceptability is put on hold until further notice or the client has been notified we do not handle such project in such manner. We might refer the client to another service provider. If steps 1 and 2 have been fulfilled the project’s business justifications are more acceptable and can be taken to the next stage.

4. Contracts have been (i) reviewed, corrected and validated by both

side’s lawyer /legal department. The contract and any of its iterations have been (ii) communicated and (iii) formally agreed upon (by email). The contracts have been (iv) simultaneously signed by both parties (i.e. masaa and client) (see contracts)

Maximum Duration: 40 working hours (step 4)

GATEWAY II: 5. If step 4 is not checked within ample time masaa shall put the project on hold or

cancel offering any further input into the project. The project acceptability is put on hold until further notice or the client has been notified we do not handle such project in such manner. We might refer the client to another service provider. If step 4 has been fulfilled the project’s business justifications are acceptable and it can be taken to the next step.

G A T E W A Y II 

G A T E W A Y I 

PART 1 

anima suri � 7/23/12 1:07 PMComment:   Check boxes still need to be well‐aligned with the corresponding steps 

Page 6: masaa general process checklist-v2

 

page 6 

      

  

 

6. Analysis of the site has been rounded up [i.e. visit with the client, measurements, debriefing and briefing pre-existing data (such as asbestos studies, geological information, historical sites, regulations, constraints, impact, effect or risks), verbal info from the client, etc] (see

checklist ____) (suggested duration: 3 to 5 working hours)1 7. Primary briefing,  project definition and brainstorm has been gone

through by all relevant masaa participants. (Suggested duration: 1 working hour)

8. Essential and primary research has been covered (i.e. soft and hard data). (Suggested duration: 8 working hours)

9. All relevant in-house masaa participants confirm feasibility. Options have been considered. (Suggested duration: 2 working hours) (see checklist B). 2

10. Constraints and limitations (i.e. a risk analysis) on delivery are identified and within acceptable masaa parameters. (Suggested duration: 2 working hours) (see checklist C)

11. The target points (i.e. life style, a specific industry, a piece of music, traffic flow, a function, an industrial attribute, a cultural meme, etc) within the project and within the masaa team have been identified and locked down. The why and what masaa aims to do has been broadly and fluidly defined. (Suggested duration: 2 working hours)

12. A case  study (or set number thereof) has been researched and pinpointed. It is showcasing similarities, positive and negative attributes. This case study hints of what the results (i.e. deliverables or the execution thereof) from the project’s processes could be. (Suggested duration: 8 working hours)

13. The client has been officially informed (i.e. project status report) of the results derived from the processes under steps 6, 9 and 10. (Suggested duration: 1 working hour)

14. The client has (positively or negatively) confirmed in formal written communication on masaa’s suggested direction. (within 12 working hours)

Maximum Duration: 48 working hours (steps 6 to 14)

                                                        1 This duration assumes all necessary data is readily available. If not this can delay the project tremendously. It could be ignored though this might lead to confrontation with (legal, moral, economic, aesthetic, strategic, etc) consequences at a later date. 2 The duration will increase if outside consultants or specialists are needed

Page 7: masaa general process checklist-v2

 

page 7 

   

       

 

      

 

GATEWAY III: 15. If (i) the outcome of 9 and 10 is negative or, if (ii) following step 13, the client does

not accept the results, or (iii) the client does not provide a formal written communication (step 14) the project is put on hold and the contract is renegotiated. The contractual option should remain to amicably terminate masaa’s involvement in the project at this point. Contractually the client should also be able to amicably terminate the project at this stage. If the outcome of 6, 7 and 8 is positive the project’s business justifications are still acceptable and the project can move forward to the next stage. This gateway is an important one that regulates the shift from preparation into design.

Design Brief Stage 

16. The Client replies with a written and official design brief (masaa can assist in composing this document) (Suggested duration: 16 working hours)

17. In­house  office  administration has prepared the reference numbering, physical and digital standardized filing system as well as a contact database sheet identifying all relevant participants, their project role, their position within/towards the client’s organization and their contact information (at least: legal name, email and mobile phone). This logic has been communicated and distributed in full to all participants. (Suggested duration: 8 working hours)

18. All  required  documents (i.e. certificates, deeds or other) have been show-cased and verified. Necessary scans or copies have been filed within masaa and the client. (Suggested duration: 8 working hours)

19. All relevant third-parties (or previously  involved  parties) have been identified by the client to masaa. Where feasible, contact information has been provided. (Suggested duration: 16 working hours)

20. Letters formalizing participant’s roles towards third-parties have been finalized (i.e. written, printed, signed, dated, chopped) (Suggested duration: 16 working hours)

21. The first masaa invoice has been sent to the client (reception has been confirmed) and the first slice of payment has been received by masaa (see invoice / bank statement) (Suggested duration: 32 working hours)

22. Site visit without client (Suggested duration: 8 working hours) Maximum Duration: 40 working hours (steps 16 to 22)

G A T E W A Y III 

Page 8: masaa general process checklist-v2

 

page 8 

  

 

GATEWAY IV:

23. If steps 16 and 17 are not checked within ample time we cannot accept the project. The project acceptability is put on hold until further notice or the client has been notified we do not handle the project in such manner. We can direct the client to another service provider. If masaa has sent the invoice within ample time yet if step 17 cannot be checked within ample time the client is in breach of contract. Therefore—from a legal point of view—the project can no longer continue. Of course, masaa can still decide to amend the contract or renegotiate a different time frame for payment. The reverse is equally so. If steps 16, 17 and 18 have been fulfilled the project’s business justifications are acceptable and can be taken to the next stage.

G A T E W A Y IV 

Page 9: masaa general process checklist-v2

 

page 9 

                      

Production I (Design) Stage  

24. Depending on the complexity of the project further in­depth research has been conducted and additional  data has been collected that takes the previous yet relevant points into account (i.e. hard data: geographical, geological, economic, etc; soft data: social, cultural, personal, psychological, etc). This research shall (in general) be categorized into domestic, international and ideal classifications. This is conducted in tandem with step 25. (roughly estimated duration: 40 to 80 working hours)

25. Design  brainstorm: an unlimited (or limited by time and resources) amount of design schemes | sketch options have been prepared. This is conducted in tandem with step 24. The work scale is at a lower resolution (i.e. at a city scale, or without too many details) (Roughly estimated duration: 40 working hours)

26. The communication with initial out­house resources (i.e. specialists for specific support, registered institutes for plans, consultants for advice or data, artists for renderings or other, etc) has been established and deliverables have been defined and locked down (i.e. amount of time, amount of resources, cost, etc) (duration: 16 working hours)

27. The communication with the client has been managed. The client has been introduced to some broad directions. (duration: 0.5 working hours)

28. The client has formally signed off on the appropriateness of the directions. (duration: 4 working hours)

Maximum Duration: 100 to 140 working hours (steps 24 to 27) GATEWAY V:

29. If step 23 is not checked within ample time masaa must pause or stop the project. The project acceptability is put on hold until further notice or the client has been notified we can no longer handle the project. No deliverables or versions thereof in any media or format are handed to the client. We can direct the client to another service provider. If steps 20 to 23 have been fulfilled the project’s business justifications are acceptable and can be taken to the next stage.

PART 2 

G A T E W A Y V 

anima suri � 7/23/12 1:09 PMComment: All inline step numbers need to be double checked. 

Page 10: masaa general process checklist-v2

 

page 10 

   

                           

30. A categorized and reduced design selection has been made of

design directions and designs (i.e. a selection from economical options, radical options, playful options, cultural options, fashionable options, green options, urban techno-centric options, socio-centric options, suitable options, healthy options, modest living options, leisure options, resort-styled options, adventurous options, etc). The work scale is at a middle resolution (i.e. at a building scale, or with a higher agree of attention to some key details). These choices and options shall create platforms for continued communication with, iterations by and in-sight to the client (Roughly estimated duration: 32 working hours)

31. Budgeting has been checked and remains within the set forth target. If any signs of increase of cost has been forecasted the design or other service posts should be reevaluated and fine-tuned. If the latter is not feasible the proper representative (i.e. contractual issues will have to be taken into consideration) within masaa should contact the client.

32. The communication with the client has been managed. The client has been introduced to some more focused directions and has formally signed off on their appropriateness. (duration: 2 working hours)

33. The communication with secondary  out­house  resources (i.e. specialists for specific support, registered institutes for plans, consultants for advice or data, artists for renderings or other, etc) has been established and deliverables have been defined and locked down (i.e. amount of time, amount of resources, cost, etc) (duration: 16 working hours)

Maximum Duration: 50 working hours (steps 29 to 32) GATEWAY VI:

34. If step 26 is not checked within ample time masaa must pause or stop the project. The project acceptability is put on hold until further notice or the client has been notified we can no longer handle the project. No deliverables or versions thereof in any media or format are handed to the client. We can direct the client to another service provider. If the other steps can not be fulfilled masaa needs to assess how this affects the project and whether or not the client needs to be contacted to be informed or to renegotiate certain terms within the contract. masaa might need to invest additional resources to fulfill the project (time, HR, funds, etc). If steps 25 to 27 have been fulfilled the project’s business justifications are achievable, acceptable and can be taken to the next stage.

G A T E W A Y VI 

Page 11: masaa general process checklist-v2

 

page 11 

   

    

35. A design selection has been made: “The most suitable one.” Tweaks

and requested or necessary iterations have been implemented. A further focus and reduction in number of designs has been targeted and finalized. A focus on calculation, standards, regulations and ratios has been implemented. The work scale is at a (higher or) highest resolution (i.e. at a human scale, with details) (Roughly estimated duration: 24 to 32 working hours)

36. Budgeting has been checked and remains within the set forth target. If any signs of increase of cost has been forecasted the design or other service posts should be reevaluated and fine-tuned. If the latter is not feasible the proper representative (i.e. contractual issues will have to be taken into consideration) within masaa should contact the client.

37. The communication with the client has been managed. The client has been introduced to (the directions of) the targeted deliverables (Duration: 0.5 working hours)

38. The client has formally signed off on their appropriateness. (Duration: 2 working hours)

39. Extra  deliverables have been decided upon and produced (i.e. models, animation) (Roughly estimated duration: 24 to 32 working hours)

40. The second masaa invoice has been sent to the client (reception has been confirmed). The client second slice of the contractually agreed upon remuneration has been received by masaa (see contract, see invoice, see bank statement)

Maximum Duration: 66 working hours (steps 34 to 38)

GATEWAY VII: 41. If steps 30 and 32 are not checked within ample time masaa must pause or stop the

project. The project acceptability is put on hold until further notice or the client has been notified we can no longer handle the project. No deliverables or versions thereof in any media or format are handed to the client. We can direct the client to another service provider. If the other steps can not be fulfilled masaa needs to assess how this affects the project and whether or not the client needs to be contacted to be informed or to renegotiate certain terms within the contract. masaa might need to invest additional resources to fulfill the project (time, HR, funds, etc). If the client has fulfilled steps 27 and 29 and if masaa has fulfilled the other steps, the project’s business justifications are achievable, acceptable and can be taken to the next stage.

G A T E W A Y VII 

Page 12: masaa general process checklist-v2

 

page 12 

      

42. 3D  models have been made [digital (technical or rendered) and/or

physical (i.e. additive or subtractive 3D printing processes)] (Roughly estimated duration: 32 to 40 working hours)

Maximum Duration: 40 working hours (step 40)

GATEWAY IIX: 43. If step 34 is not checked within ample time masaa might need to invest additional

resources to fulfill the project (time, HR, funds, etc). masaa needs to assess how this affects the project and whether or not the client needs to be contacted to be informed or to renegotiate certain terms within the contract. If step 34 has been fulfilled the project’s business justifications are achievable and can be taken to the next stage.

44. The planning  permission  drawings (to receive the governmental certificates) have been outsourced & delivered (i.e. for fire safety and other certificates). (Contract signed, deliverables and schedule locked down) (Roughly estimated duration: 24 working hours)

45. The decorators have been contacted for pitching (24 working hours) 46. Material list is composed and samples collected + centralized

(Roughly estimated duration: 40-80 working hours) 47. The material sample showcase (drawer/canvas) has been ordered for

fabrication (all its specifications have been communicated) and an allocated person within masaa has been assigned to follow up and pick it up.

48. Construction  teams have been contacted for pitching (Roughly estimated duration: 24 working hours)

49. Contractor short list sheets have been composed and communicated with masaa management (i.e. info sheets on who, what, when, how much) (Roughly estimated duration: 16 working hours)

50. The project  manager has been assigned (freelance/outsourced), locked down, briefed, and scheduled. (Roughly estimated duration: 16 working hours)

51. Large scale/custom-made furniture  manufacturers have been contacted for pitching. (Roughly estimated duration: 24 working hours)

52. tba

GATEWAY IX: 53. If mainly steps 42, 45 and 47 are not checked within ample time masaa might need

to invest additional resources to fulfill the project (time, HR, funds, etc). masaa needs to assess how this affects the project and whether or not the client needs to be contacted to be informed or to renegotiate certain terms within the contract. If the steps 42 to 49 have been fulfilled the project’s business justifications are achievable and can be taken to the next stage.

G A T E W A Y IIX 

G A T E W A Y IX 

Page 13: masaa general process checklist-v2

 

page 13 

      

       

 

Presentation & Delivery Stage  

54. The date of delivery  and  hand­over to the client has been locked 

down contractually. The location and time of delivery and hand-over has been formally confirmed with the client. (Estimated duration: 0.5 working hours)

55. All main media  and  content needs, processes and target(s) (for the deliverables) are identified (see checklist ___ ) (Roughly estimated duration: 8 working hours)

NOTE 1: the following steps “a.” through “s.” should be migrated into a separate checklist NOTE 2: this stage currently mainly focuses on paper media (i.e. print). Though, any media can be implemented and a process can be constructed for it. NOTE 3: the following steps imply actions and resources and have been sub-categorized as HR-, content-, media- or overarching process-related. This should be fine-tuned in accordance to the needs.

a. (HR) A (outsourced) 2D (print) designer for layout (in InDesign, Illustrator and other relevant environments) has been selected, locked down and briefed. A singular person supervising and communicating with the designer within masaa has been assigned (i.e. an editor). (Rough estimated duration: 8 working hours)

b. (PROCESS) Editorial steps have been undertaken to maximize the quality of all deliverables. An in­house  “editor” has been assigned (besides the person in charge of overall masaa quality control). (Rough estimated duration: 2 working hours)

c. (CONTENT) The relevant research elements (i.e. text, image or other media and content) have been collected and streamlined for publication. Sources have been collected properly and organized in reference in accordance to proper citation/style sheet and copyright regulations. (Rough estimated duration: 16 working hours)

d. (CONTENT) The relevant pre­existing data has been collected, interpreted and streamlined for publication. (Rough estimated duration: 4 working hours)

e. (CONTENT) The selected design options have been centralized and prepared  for  publication. (Rough estimated duration: 2 working hours)

PART 3 

Page 14: masaa general process checklist-v2

 

page 14 

f. (CONTENT) The strategy, the “why” masaa choose one or other direction has been locked down and prepared for publication (Rough estimated duration: 2 working hours)

g. (CONTENT) The selected target design has been locked down and prepared  for  publication (Rough estimated duration: 2 working hours)

h. (CONTENT) Plans  are  locked  down, fine-tuned and prepared for publication (Rough estimated duration: 2 working hours)

i. (CONTENT) Renderings are fine-tuned, iterated and locked down, and prepared for publication (Rough estimated duration: 4 working hours)

j. (CONTENT) Ratios,  regulations,  considerations (i.e. circulation, green ratios, etc) have been identified, prepared and locked down for publication (Rough estimated duration: 2 working hours)

k. (MEDIA) The proper presentation, print and other  media templates have been decided on and prepared for publication (Rough estimated duration: 4 working hours)

l. (MEDIA) Any additional media has been decided and locked down and prepared for publication (Rough estimated duration: 4 working hours)

m. (PROCESS) The proper editorial  process has been gone through and content, layout and format have been decided and locked down by (i) the in-house editor, (ii) the outsourced print or (iii) specialized media designer and (iv) by masaa’s overall quality controller. (Rough estimated duration: 4 working hours)

n. (MEDIA) All media aspects have been discussed, defined and locked down (i.e. paper thickness, print quality, binding quality, recto verso printing) (Rough estimated duration: 3 working hours)

o. (MEDIA) Extra  deliverables have been finalized and locked down (i.e. models, animation) (Rough estimated duration: 4 working hours)

p. (MEDIA) In-house soft copy (i.e. viewing within proper software on calibrated screen) and  hard  copy  proofing (i.e. lower-cost ink-jet print) has been organized and finalized. (Rough estimated duration: 4 working hours)

q. (MEDIA) The proofing  process has been signed  off on its results have been verified and locked down following rigorous quality control. The results have been communicated formally to the printer. (Rough estimated duration: 2 working hours)

r. (MEDIA) The outsourced  printer has been selected and scheduled for (i) off-press proofing (i.e. test printing, color proofing & color management, etc), (ii) press proofing and (iii) final printing. (Rough estimated duration: 2 working hours)

Page 15: masaa general process checklist-v2

 

page 15 

s. (MEDIA) The outsourced printer has gone through (i) off-press proofing (i.e. test printing, color proofing & color management, etc), (ii) press  proofing. Masaa’s designer, editor and quality controller have signed off on the proofing (Rough estimated duration: 8 working hours)

t. (MEDIA) The outsourced printer has concluded (iii) the final printing phase. Masaa’s designer, editor and quality controller have signed off on the quality (i.e. proper and solid binding, consistent margins, no smudges, consistent and agreed-upon colors, etc) and quantity. (Rough estimated duration: 8 working hours)

u. (MEDIA) The print and other media have been delivered onto the masaa premises 48 hours before the deadline.

56. Presentation and handover of deliverables has been rounded up. 57. (If the contractual responsibility has been decided to end after the

design stage) masaa has sent the third and last invoice to the client. The client’s transfer of this third slice has been received in masaa’s bank account (check contract, check invoice, check bank statement)

GATEWAY X: 58. If steps before step 57 are not checked within ample time masaa might need to

invest additional resources to fulfill the project (time, HR, funds, etc). masaa needs to assess how this affects the project and whether or not the client needs to be contacted to be informed or to renegotiate certain terms within the contract. If step 57 has not been checked masaa can request the legal department to take necessary actions if several formal requests to the client have failed. If the steps 54 to 57 have been fulfilled and if no further stages of construction are defined within the contract, the project’s business justifications are rounded. The project can be filled and closed. If further stages need to be fulfilled beyond those mentioned in the contract an additional contract needs to be negotiated. If further stages are stipulated within the contract the process can move on to the next production part and stages of construction.

G A T E W A Y X 

Page 16: masaa general process checklist-v2

 

page 16 

      

       

Production II (Construction) Stage  (Currently, mainly masaa’s interior design department)

59. The material/sample  showcase drawer/canvas has been constructed and is available within masaa’s office (note: someone within masaa has been allocated to pick it up) (Roughly estimated duration: 16 working hours)

60. All necessary drawings (floor, ceiling, wall plans; sections, 3D perspectives, details, etc) to commence construction are available to, and have been distributed to the project  manager and the construction team leaders. [These resources should have been finished during the Production I (Design) Stage]

61. Contractor & team have been selected, locked  down, briefed, and scheduled to commence work. (Roughly estimated duration: 24 working hours)

62. Sub­contractors have been identified, locked  down and scheduled.3 (Roughly estimated duration: 8 working hours)

63. 64. Specialists have been identified, locked  down and scheduled.4

(Roughly estimated duration: 8 working hours) 65. All necessary (governmental) institutions in charge of regulations (i.e.

health and safety such as fire, etc) have been organized for certification and have been provided with all the necessary documents, scheduling and contact information. (Roughly estimated duration: 16 working hours)

66. The project manager has locked down the schedule in communication with masaa, the (sub) contractors and other relevant third parties.5 (Roughly estimated duration: 16 to 24 working hours)

                                                        3 Roughly estimated timing: the latest 40 working hours before the commencement of their deployment) (Roughly estimated duration: to be announced and depending on the type of work. This should be in accordance to the work schedule as planned by the project manager. 4 supra 5 supra  

PART 4 

Page 17: masaa general process checklist-v2

 

page 17 

67. The material list has been locked down. The targeted materials have been ordered and scheduled for delivery. (Roughly estimated duration: 16 working hours)

68. The decorative  list has been locked  down. The targeted decorative objects have been ordered and are scheduled for delivery. (Roughly estimated duration: 16 working hours)

69. Budgeting has been checked and remains within the set forth target. If any signs of increase of cost has been forecasted the design or other services should be reevaluated and fine-tuned. If the latter is not feasible the proper representative (i.e. contractual issues will have to be taken into consideration) within masaa should contact the client.

70.

71. TBA…

Page 18: masaa general process checklist-v2

 

page 18 

72. .

STEP PROCESS STEP KEYWORD DURATION (ROUGHLY-V1) IN WORKING HOURS

1 Needs 8 2 Resources 8 3 GATEWAY: PAUSE | STOP | GO 0.5 4 Contracts 40 5 GATEWAY: PAUSE | STOP | GO 0.5 6 Analysis 7 Brainstorm I 8 Research I (broad & superficial) 9 Feasibility 10 Limitations 11 Target point(s) 12 Case study 13 Client informed 14 Confirmation 15 GATEWAY: PAUSE | STOP | GO 0.5 Research II (in-depth & focused)

Page 19: masaa general process checklist-v2

 

page 19 

TERM definition MAXIMUM DURATIONS Maximum durations have been roughlyly defined for each part and

each stage. These are not absolute and can shift or alter in accordance to masaa’s needs at that time or in relation to that specific project. It must be remembered that any input (i.e. time spent) equals a measurable output (i.e. financial, attention, energy, other resources). It is a truism that any input | output requires available resources (human, technological or financial attributes, etc). These resources are not infinite. Therefore, to maximize, sustain or to maintain them durations must be locked down for each project’s stages at the earliest point in the process. The “maximum duration” also defines the “ample time” within which a status needs to be achieved for masaa to cross a gateway into a next step or stage. Note, the duration is not only defined by (i) number of working hours but also by (ii) the number of people working on that what needs time as well as (iii) the resources available to them. For instance. If it takes 1 person 8 hours to offer a deliverable it should take 2 people less time (though not simply mathematically half that time)

DESIGN BRIEF The design brief shall be unique to every project. Yet, its underlying logic shall remain: it defines requirements and constraints. It will define procedures, methods, organizational structures, consultants and other.

THIS DOCUMENTS VERSION, DATE OF

EDIT AND EDITOR NAME V1-july192012-jhauters V2-july232012-jhauters

ASSESSMENT STAGE During this stage we prepare the project. We decide if (i) we can (technically, scheduling, resources, etc) and if (ii) we want (morally, financially, aesthetically, branding, communicative, etc) deliver the project before legally (i.e. contractually) committing to it with the client. During the (informal) initial contact with the client, the client has been made aware of this stage’s attributes. After the first official (or second) meeting steps 1 and 2 must have been locked down. This implies masaa must have all necessary tools available (i.e. questionnaire, etc) to debrief the client during the meeting that covers steps 1 and 2.