Architectural Practices
Task Checklists
Visit Site
Prepare for visit
- Best methods to collect site information identified: checklists, video recordings, photos, sound recordings, aerial surveys, interviews, handwritten notes, redlines
- Best time to visit identified: appropriate parties available, no other interfering activities
- All required travel arrangements have been made: car rental, plane tickets
- All participants have been notified: team members, owner, consultants, building occupants
- Meeting time and location has been confirmed: team members, owner, consultants, building occupants
- All required subtasks have been listed: questions to ask, questions to answer, measurements to take, photos to take, conditions to observe
- All required materials for visit are at hand: drawings, reference documents, survey forms, camera, voice recorder, clipboard, notepad, pencils, PDA, GPS, keys, flashlites, hand level, chalk, measuring instruments, tools and equipment
Visit site
- Site visited and required information acquired: photos, field measurements, noise impressions, traffic impressions, neighborhood impressions, environmental conditions, physical conditions
- All required conditions have been documented: photos taken, measurements taken, observations recorded, problems identified
- All required discussions have been completed: owner, consultants, occupants
- All documents to be left at site have been delivered: photos, drawings
Document results
- All observations have been documented and stored: photos downloaded, notes and recordings transcribed and filed
- All appropriate drawings have been prepared or updated: site plans, floor plans, elevations, sections, details
- Formal reports have been prepared and filed
- Reports have been distributed to interested parties: owner, consultants, attendees
Comments
- A project will often require multiple site visits -- an initial visit and several follow-ups.
- Budget and schedule should identify each visit.
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Document Information
- Original post: June 29, 2004, written by Dennis V. O'Neill.
- Last revision: April 11, 2006.
Copyright 2004 - 2007 Dennis V. O'Neill