1. 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

2. Good Design Requires a Plan To gain a client’s confidence and to assure your success in completion of a project, you must have a plan

3. Steps in the Design Process 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

4. Step 1 Identify the Project 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. 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

5. Step 2 Assess The client characteristics Success will result from understanding the clients needs. Lifestyle ◦Entertainment ◦Hobbies ◦Study/work areas Atmosphere ◦Formal/informal ◦Rustic/contemporary/traditional ◦Color preferences Future Considerations ◦Pets, growing family, empty nesters, long-term guests

6. Step 3 Analyze the Environment 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

7. Step 4 Develop a Preliminary Budget 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

8. Step 5 Resource File 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

9. Step 6 Plan the Use of space Every room starts with a blank canvas. Satisfaction will result in how you use the space in your design. Floor Plans Elevations

10. Step 7 Choose a Style and Color Scheme 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 Style (formal vs. informal Color Schemes

11. Step 8 Select Backgrounds 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

12. Step 8 ( part 2) Completing the Budget 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

13. Step 9 Present the Design Final presentation to client will allow you to convey your ideas visually. Renderings Sample Boards Computer Presentations Models CAD

14. Step 10 Implement the Design 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

15. Satisfaction! Congratulations! On a job well done What are the benefits?