PART 1 - ESTABLISH GOALS

Function

1. Why the project is being undertaken.
2. Maximum number of people accommodated.
3. Maintain sense of individual identity within large mass of people.
4. Degrees and types of privacy and for group interaction.
5. Promotion of human values.
6. Hierarchy of values of the client/usert.
7. Promotion of certain activities as prime interests and their quality level.
8. Priority of relationships.
9. Types of security required.
10. Effective continuity of progression (flow) of people and things.
11. Policies concerning the segregation of people, vehicles and things.
12. Promotion of chance & planned encounters.
13. Goal for functional efficiency.
14. Transportation and parking.

Form

15. Attitudes toward existing elements on the site (trees, water, open space, facilities).
16. Facility response to its environment.
17. Investigate land use policy for efficiency and environmental character.
18. Policies concerning coincident planning and relations with the neighboring community.
19. Policies concerning the investment in, or improvement of, the neighboring community.
20. Identify client attitudes toward the psychological environment to be provided.
21. Identify goals concerned with the promotion of personal individuality of the user.
22. Identify goals dealing with the flow of people and vehicles to provide a psychological environment with a sense of orientation, or a sense of entry.
23. Identify the image which must be projected. 24. Quality of the physical environment.
25. Balance of space and quality.

Economy

26. Identify the extent of available funds.
27. Investigate goal for cost effectiveness.
28. Investigate goal for maximizing return.
29. Investigate goal for return on investment.
30. Minimizing operational costs.
31. Minimizing M&O costs.
32. Priority on life cycle costs or initial costs.

Time

33. Attitude toward historic preservation.
34. Static or dynamic as a social or functional organization.
35. Anticipated change.
36. Identify client expectations for growth.
37. Identify the desired occupancy date.

Energy

38. Identify level of efficiency

PART 2 - COLLECT & ANALYZE FACTS

Function

39. Process raw data into useful information.
40. Generate area parameters from general activities (Ex. 150 sq. ft. per office worker). 41. Organize manpower schedule listing number of persons in each category and their tasks.
42. Analyze physical, social, emotional, intellectual characteristics of people served.
43. Characteristics of the community involved.
44. Evaluate the potential loss to determine the degree of security controls required.
45. Time-distance movement requirements.
46. Analyze the different kinds of traffic lanes required by building occupants, pedestrians and vehicles.
47. Behavioral patterns of the client/user.
48. Space adequacy for the number of people and their activities to be housed.
49. Special groups of people & handicapped.

Form

50. Analyze the existing site conditions to include: contours, views, natural features, buildable areas, access and egress, utilities, size and capacity.
51. Analyze the climate: temperatures, sun angles and wind direction.
52. Evaluate the form-giving significance of code and zoning requirements.
53. Evaluate soil test report and determine the implications on cost and design.
54. Analyze local materials and the immediate surroundings for possible influences.
55. Understand the psychological implications of form on territoriality.
56. Implications of form on the movement of people and vehicles.
57. Establish mutual understanding of building quality on a quantitative basis (cost per square foot).
58. Understand the effect of building efficiency (net/gross) on quality.
59. Establish the adequacy of functional support spaces (such as assigned storage) as an indication of quality.

Economy

60. Establish cost per square foot considering escalation factor, local cost index and construction quality level.
61. Establish trial budget.
62. Evaluate market analysis report and determine the implications on design.
63. Analyze the climate factors, the wear and tear level of activities and their implications on building materials.
64. Analyze economic data related to initial versus life cycle costs.

Time

65. Significance of existing building as having historic, aesthetic and/or sentimental values.
66. Historical significance of adjacent buildings.
67. Generate space parameters from specific activities and the number of participants.
68. Identify activities most likely to change.
69. Identify long term functional projections indicating growth or no growth.
70. Determine a realistic schedule.

Energy

71. Analyze past energy budget and identify projections and O&M impact.

PART 3 - UNCOVER & TEST CONCEPTS

Function

72. Test the many services as best being centralized or decentralized.
73. Uncover concepts derived from the physical, social and emotional characteristics of people.....as individuals, in small groups, in large groups. 74. Investigate the sizes and kinds of groups to be housed.
75. Understand the client's need for humanistically sized groups.
76. Uncover the need for closely related activities to be integrated into a unit.
77. Need for privacy (audio and/or visual) and for the degree of isolation.

78. Establish an order of importance, a priority based on what is valued or preferred and affecting relative position, sizes and quality.
79. Security controls used to protect property and control movement.
80. Evaluate movement of people, vehicles, services, goods and information.
81. Identify the need to completely separate traffic lanes to segregate different kinds of people, different kinds of vehicular or pedestrian traffic.
82. Identify the need for a common space dedicated to multi-directional, multi-purpose traffic and intended to promote change and planned encounters.
83. Understand the organizational concepts and the functional relationships.

Form

84. Evaluate natural features of site and identify those to be preserved or enhanced.
85. Evaluate the climate and determine the implications on climate controls.
86. Evaluate the form-giving implications of the code survey and identify the salient safety precautions.
87. Evaluate the soil report todetermine the possibility of special foundations and their costs.
88. Evaluate climate, demographic data, site conditions, and land value to establish general density standards.
89. Evaluate policy concerning the neighboring community to uncover the concept of sharing or interdependence.
90. Uncover the need for an individual's home base or territory.
91. Uncover the need for good orientation.
92. Uncover the need for the concept of accessibility which promotes a sense of entrance and of arrival.....providing direct access to public-oriented facilities.
93. Uncover the general character of architectural form which the client intends to project as an image.
94. Understand that quality control is an operational concept used to provide the highest quality level feasible after the balance of quality/cost factors.
95. Relate the project to the quality of its surroundings and to its function.
96. Expose preconceived solutions as a basis for analysis and discussion.

Economy

97. Understand that cost control is an operational concept used to provide a realistic preview of probable costs after evaluating the pertinent facts.
98. Understand that the efficient allocation of funds is an operational concept which utilizes formulas for impartial allocation of space and money.
99. Evaluate the time-use factors to determine the feasibility of combining various functions into a multi-function space.
100. Uncover the need for the concept of merchandising used to promote business activities.
101. Test the concept of energy conservation to determine the design and cost implications.

Time

102. Uncover the concept of adaptability in recycling an historic building for new activities and functions.
103. Test the concept of tailored precision versus loose fit, in determining the area requirements for an organization which might be static or dynamic.
104. Uncover the concept of convertibility used to provide for interior changes in a building to accommodate future changes in activities.
105. Uncover the concept of expansibility used to provide for exterior wall changes in a building to accommodate future growth.
106. Test the conventional and fast-track procedures against the occupancy date to determine a realistic time schedule.

Energy

107. Determine the impact of mass on response time.
108. Access impact of orientation and shading.

PART 4 -DETERMINE NEEDS

Function

109. Establish the space requirements for each activity.
110. Establish parking and outdoor area requirements.
111. Evaluate the efficiency ratio used to determine gross area requirements.
112. Understand the cost implications of functional alternatives.

Form

113. Establish mutual agreement with client on the construction quality expressed as cost per square foot.
114. Consider the factors of the physical and psychological environment as well as site conditions as influences on the construction budget.

Economy

115. Analyze the cost estimate and test for comprehensiveness and realism.....leaving no doubt as to what comprises the total budget required.
116. Establish a balance between space requirements, the budget and quality.
117. Evaluate the energy budget (if required).
118. Evaluate outline on operating costs (if required).
119. Evaluate report on life cycle costs (if required).

Time

120. Consider phasing of construction as an alternative if the project proved unfeasible in the initial analysis.
121. Evaluate the realism of the escalation factor to cover the time lag between programming and mid-construction.

Energy

122. Determine unique energy demands.

PART 5 - STATE THE PROBLEM

Function

123. State the unique performance requirements to satisfy the personal or popular needs of the client/user.
124. State the unique performance requirements to accommodate the major activities of the project.
125. State the unique performance requirements created by the relationship among activities in the project.

Form

126. Identify and abstract the major form giving influences of the site on the building design.
127. Identify the salient environmental influences on the building design.
128. Identify the quality of the project and its implications on the building design.

Economy

129. Establish an attitude toward the initial budget and its influence on the fabric and geometry of the building.
130. Determine if operating costs are critical issues and establish a design directive.
131. Reconcile the possible difference between the initial budget and life cycle costs.

Time

132. Consider the possible influences of historic surroundings.
133. Consider which major activities will most likely remain static and fixed and which might be dynamic and flexible.
134. Consider the implications of change and growth on long range performance.

Energy

135. Identify form giving influences of environmental response.