Workflow

FromBriefingtoProject

A complete workflow for running a client briefing, from the first conversation to the start of the project, and bringing all the information into Revit in an organized way, without rework.

Free • Instant access • Templates and checklist included

Computer displaying an architectural floor plan on an office desk by a window
0%

of project costscome from avoidable errors

Main cause: poor planning

0%direct cost
of errors
vs
0%average
profit

Source: New Civil Engineer | GIRI (UK construction)

Why does this matter?

Alackoftechnicalskillsisn'talwayswhatstallsaproject.Often,theproblemisanincompletebriefing:everymissingdetailleadstorevisions,misseddeadlines,andrework.

Architect from the Blocks teamArchitect from the Blocks teamArchitect from the Blocks teamArchitect from the Blocks team

Created with input from our architects with BIM expertise. No extra theory, just practical guidance for your next project.

BENEFITS

Why get the workflow?

Four reasons to use this workflow on your next project.

Architect with her hand on her head reviewing plans on a desk
01

Less rework

Asking the right questions upfront prevents unnecessary revisions at the end of the project.

Architect pointing to a project on a laptop during a meeting with two clients
02

More confident clients

A clear process shows professionalism and builds confidence from the very first meeting.

Computer displaying a bedroom design on a desk with a notebook
03

Nothing gets lost

From what the client says to what makes it into the model, without communication gaps.

Laptop displaying a living room design in an architecture studio
04

More time

Less rework, more time to focus on design.

01 / 04

The cost of startingwithout clarity

What international construction and project management research reveals about poor communication, unclear requirements, and rework.

REWORK0%

of rework on U.S. construction sites is caused by poor communication and inadequate project information.

Source: PlanGrid/FMI

TIME LOST
0h +Per week

Average time spent per team member searching for project information, resolving conflicts, and fixing mistakes.

Source: PlanGrid/FMI

UNCLEAR REQUIREMENTS

In nearly half of projects that fail to meet their goals, unclear requirements are the cause.

Source: Project Management Institute

Inside the workflow

Free access
Laptop displaying the interactive guide on a white pedestal
Web contentInteractive

Before, During & After the Briefing

A practical guide to running every stage of a client briefing, keeping everyone fully aligned and eliminating miscommunication.

01Interactive guide
Tablet displaying the residential briefing template
TemplateNotion

Residential Interior Design Brief

A complete overview of the family’s routines, habits, and needs to guide the project with precision from the start.

02Briefing template
Tablet displaying the commercial briefing template
TemplateNotion

Commercial Interior Design Brief

A framework for mapping operations, customer flow, brand identity, and business goals before design begins.

03Briefing template
Tablet with a checklist and laptop with a Revit model
ChecklistNotion

From Briefing to Revit

A roadmap for accurately translating every client requirement into practical 3D modeling parameters.

04Transition checklist

Get the Workflow
From Briefing to Project

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Testimonials

What architects say about the resources

“The checklist changed how I bring client information into Revit. I stopped redoing sheets because of missed details.”

Nathalia Froner

Architect · Piracicaba, SP