|Initial Stage||Conceptual Stage||Conceptual Stage||Design/Development Stage||Final Planning Stage||Project Completion||Project Implementation|
|Design||Interview prospective design firms to develop short list.|
Management should begin assessing the company’s facility needs and timelines.
|Retain architect or design/build firm.|
Designer begins programming and spatial planning for new project.
|Decide on overall project scope.|
Begin preliminary design options.
Provide documents to meet with local Plan Commission.
|Preliminary plan approval.|
Begin development of construction documents.
Obtain final HVAC, electrical, and plumbing drawings.
|Complete final detailed plans and specifications.|
Coordinate final HVAC, electrical, and plumbing drawings.
|Finalize design details.||Administrate project.
Inspect project progress.
Process shop drawings.
Review change orders.
|Real Estate||Interview prospective real estate brokers and develop short list.||Short list available sites.|
Obtain land costs and consider land development costs.
|Select primary site.|
Prepare Offer to Purchase with contingencies and options.
Attend Plan Commission meetings.
Order building appraisal.
|Close on land purchase.||Monitor project.||Monitor progress.
|Government Agencies||Meet with local planners to ascertain zoning, utility, wetland, and other local concerns.||Finalize zoning and special use permit requirements.|
Review and discuss wetland and environmental issues.
Obtain Plan Commission approval.
|Local project approvals.|
Obtain wetland permits.
Secure Wisconsin Department of Transportation permits.
Acquire utility hookup approvals.
|State of Wisconsin plan review and approval.||Obtain local and mechanical trade permits.||Provide permitted inspection services.|
|Finance Project||Meet with lenders to ascertain various options for financing the new project.||Select financial package.|
Seek loan commitment.
|Obtain financial package approval.|
Secure loan commitment for construction and take out loan.
|Arrange draw schedule.|
Select title company.
Obtain builders risk policy.
|Process project draw request.
Coordinate approval process with title company.
|Construction||Evaluate construction service delivery systems.|
Develop short list.
|Contractors provide qualifications for similar projects.|
Begin developing detailed cost budgets.
|Prepare cost estimates based on preliminary plans.|
Begin building materials selection.
Consider construction schedules.
|Final budget approvals.|
Construction schedule approval.
Project ground breaking.
|Timeline||Duration is dependent on complexity of the project scope.||Duration is dependent on complexity of the project scope.||Duration is dependent on complexity of the project scope.||Duration is dependent on complexity of the project scope.||Duration is dependent on complexity of the project scope.||Duration is dependent on complexity of the project scope.|