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The Design Process

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  1. The Design Process

  2. Design is the process of solving problems.

  3. Where to begin?

  4. Design Process • Client Profile/Interview/Problem Statement • Letter of Agreement • Programming and analysis • Concept / Schematic Design • Design Development • Contract Documentation • Contract Administration • Evaluation

  5. Client Profile / Problem Statement • What is the nature of the project? vacation home, primary residence, rental home, office, restaurant, hotel etc. • Establish a client profile: a brief statement that identifies the client, location, project, purpose, and extent of work. • Little detail has yet been researched


  6. Why is the initial meeting so important for both the designer and the customer? • Evaluate compatibility (don’t take every job, may not be profitable…) • Does the project fit the firms area of specialization , is there a reasonable time frame and does the firm have the appropriate staff load to complete the project. • Client can evaluate firms work.

  7. A word about time frame… • Deadlines are critical in the design business. • Penalties may apply. • Work backwards from the expected completion date to set schedule for each phase. • If you see the time frame is not feasible, walk away or convince them that the time frame needs to be longer.

  8. Letter of Agreement • A legal contract between you and your client. • Outlines the responsibilities of the designer • Outlines financial obligations of the client for reimbursement, fees, time of payment • Serves to protect you from wasting your time on projects that may not come to reality or a client using a different designer • Get this contract signed before you do ANY work or you may be giving away your services!

  9. Programming (5 – 15%) • Information gathering – Research – programming • Identify and analyze customer needs • Interviewing customer and end users • User profile • Inventory products to be used • Lifestyle and Function • Relationships/adjacencies • Space allocations • Environmental factors • Mechanical systems (HVAC) • Psychological/Sociological • Economic factors – extremely important • Building codes • Design preferences

  10. Programming is the • Most crucial phase of the design process • “Good beginnings make for good endings” • You must be detailed and precise in your gathering or you will fail in the end result. • You will need to analyze the information, prioritize the need and the wants and if any questions come up, make sure to go back and get them answered. • You will write the program and the customer should review it and approve it before moving to the next phase of the design process. • FYI: A commercial program is sometime hundreds of pages in length. It is a document that will be used by the entire design team, architects, mechanical, structural, electrical engineers, and designers.

  11. Programming is the

  12. Commercial Programming • Budget for renovation, furniture and finishes. • Style preference, image. • Existing furniture, artwork and accessories to reuse. • Field measuring space, locating columns, outlets, network jacks, thermostats, HVAC returns. • Photograph existing space, inventory and new space • Determine codes and safety requirements that need to be met. (occupancy classifications, occupant loads, egress widths, ADA, etc.) • Determine the schedule/deadline • Determine space allotments or standards, adjacencies, privacy issues storage and filing needs (measure file storage). • Understand equipment needs, sizes use and location

  13. Residential Programming • Personal Information • Age, number, gender, size, activities and relationships of everyone living in the house. • Stage in the lifecycle : flexible spaces • Lifestyle • Hobbies, activities, entertainment, meals, music games, TV, cooking etc.) • How long do they plan to live in the house.

  14. Residential Programming • Taste…likes and dislikes of the family. How do you find this out? • Functional Goals • special needs, universal design, media room, home office, energy efficiency • Space Requirements: • How much sq. footage • Minimum of 300-500 per person • Equipment Needs: • TV, cable, video, computers, security system • Site and orientation • Restrictions on placement, color, size etc. • Solar orientation, south windows, fading • Wind • View

  15. Conceptual / Schematic Design • The formulation of preliminary broad-based concepts. • Written concept statement • Decisions on character, function and aesthetics • Matrix: indicates relationships of spaces • Bubble diagram • Block diagrams • Preliminary Floor plans/ space plan • Selecting preliminary color options • Preliminary furniture options

  16. Matrixes and Bubbles

  17. Block Plans

  18. Block Plans

  19. Schematic Floor Plan

  20. Schematic design

  21. Design Development (30-35%) • Approval from customer on schematic design has been given. • Construction Documents • Floor plan • Elevations • Sections • Furniture and finish plans • Power and Communication Plans • Lighting, Reflected Ceiling Plan • Write Bid Specifications • FF&E Spec Book • Work with other professionals • Electricians • Structural engineers • Mechanical engineers

  22. Dimensioned Plan

  23. Reflected Ceiling Plan

  24. Sections and Elevations

  25. Finish Schedules

  26. Design Development Rendering

  27. Design Development Rendering

  28. Contract Administration (5-15%) • All design decisions become reality – most rewarding of the phases. • Orders are placed. • General contractor, subcontractors begin building, installing products. • Coordination is critical in order for subs not to interfere with each others work. • Site visits become regular to check quality and to stay on schedule. • Punch list is established. • Furniture is installed.

  29. Evaluation • Follow-up on job to measure the success of the products specified. • How effective was the design? • Did it meet the needs of the customer? • Are the products specified holding up? • Post Occupancy Evaluation (POE) provides the professional designer with the information needed to evaluate and measure a successful or unsuccessful design