Onsite #1 · Kickoff

One Board, Three Views

The ideal project lifecycle, three ways: what good looks like, what the Project Manager owns, and the working playbook that ties them together. The Grace tools for every phase are linked beneath each map.

Lifecycle Map · Outcomes · Responsibilities · Playbook

The Reveal

The same lifecycle, three ways to read it

Every project moves through five phases. Read across the top. Read down the side for the three streams a PM is always balancing: the client's experience, the team's leadership, and the business result.

Compare the Project Process Map and Project Responsibility Map against this reveal, the Onsite #1 standard made visible. Toggle between three views of the same spine. Leadership Outcomes shows what good looks like at each phase. PM Responsibilities shows the complete set the PM owns before a phase can close. The Project Manager Playbook stacks both, plus the winning behaviors we build in training. The Grace tools and templates for every phase are linked in the bar beneath each map.

Client Experience
Team Leadership
Business Management

Leadership Outcomes: what must be true for Client, Team & Business at the close of each phase, with the PM moves that produce it. The full checklist lives in PM Responsibilities.

Core Behavior IEstablish ClarityPursuit & Contracting → Initiation & Planning→ Defined Scope & Aligned Commitments
Core Behavior IIControl AdvancementManaging Execution band→ Controlled, Predictable Delivery
Core Behavior IIIProtect IntegrityQA / QC band→ Protected Design & Technical Integrity

How the standard runs through the map: the three core behaviors run across the lifecycle: Clarity up front, Advancement & Integrity through execution. They compound through people into Sustained Financial Health & Developed Teams & Collaborative Leadership. The three streams (Client, Team & Business) run down every phase. Same standard, two readings.

Phase →
Stream ↓
Pursuit & Contracting
Initiation & PlanningSetup · Plan · Kickoff
Design & Coordination
Construction Admin
Closeout & Growth
Client ExperienceConfidence
The client’s success criteria, drivers & decision-makers are documented as measurable success factors.Runs discovery beyond scope & fee. Names the decision-maker & approval path. Tailors the proposal.
Deliverables, schedule & the communication and decision process are confirmed with the client.Holds the external kickoff. Opens a living risk register with the client.
Owner approvals & scope changes stay timely, documented & tied to the agreed goals. Phase reviews hold.Secures Owner approval at each phase review. Prices changes via the change log. Holds the reviews.
Approvals & changes stay timely. Construction issues are surfaced with options before they become surprises.Authorizes additional services via the change log. Issues AIA instruments.
The client feels well served, gives strong feedback & is open to future work.Captures final feedback as relationship health (NPS). Names future opportunities.
Team LeadershipPeople
Delivery leadership, risk posture & the consultant team are aligned before committing.Engages delivery leadership early. Screens risk. Lines up consultants pre-proposal.
The team knows its roles & work plan, and the BIM environment is ready, before design begins.Runs the internal kickoff from a written work plan. Stands up the BIM environment.
Cross-discipline coordination holds & quality is built in. Every phase review clears QC.Runs coordination (Master Drawing Roadmap). Runs independent QC peer review. Archives in Bluebeam.
The team keeps cadence & quality holds through construction administration.Turns RFIs & submittals on time. Runs the bid process. Stops work that bypasses review.
Lessons are captured & the project record (as-builts, O&M, A3) is complete.Completes lessons learned. Finalizes the Project A3 & post-occupancy review.
Business ManagementResult
The pursuit clears a logged Go/No-Go, & fee, risk & complexity are intentionally accepted.Runs the Go/No-Go. Builds the fee from the Budgeting Spreadsheet. Executes the contract.
Budget, schedule, staffing & fee are locked, visible & under contract.Sets baseline budget, phasing & staffing in BST. Executes & files contracts.
Variances are caught early & corrected in-phase. Financial health is protected.Reviews variance each accounting cycle. Completes the BST pre-bill review. Estimates carry contingency.
Variances are corrected in-phase. Financial health is monitored & protected.Runs the pay-app review & BST pre-bill review. Reviews profitability.
Cash is collected & the project is formally & cleanly closed.Completes financial closeout & resolves AR. Archives & requests the close-out zip.
Tools & TemplatesLive links: open or download the Grace document for each phase

Pursuit & Contracting

Go/No-Go Scoring ChartProposal TemplateProposal Template · Hourly RateProject Budgeting SpreadsheetStart a New Project in CenterlineSubconsultant Agreements

Initiation & Planning

Request A ContractSubconsultant AgreementsProject Folder GuideEmployee Cost & Schedule ManagementStart a New Project in CenterlinePredesign RoadmapA3 Story TemplateBIM Execution Plan Template

Design & Coordination

ID Programming QuestionnaireSD Drawing & Rendering GuidelinesSD Narrative TemplateSD Cost Estimate GuidelinesSD QC GuidelinesDD RoadmapDD Deliverable GuidelinesDD QC ChecklistDD Specifications ChecklistDD-CD Cost TemplateCD RoadmapCD Deliverable GuidelinesCD Cost Estimate GuidelinesCD QC ChecklistSpecifications ChecklistCenterline SpecificationsCode Analysis TemplatePublishing DrawingsPublishing Specifications

Construction Admin

Request A ContractBid SetupPre-Bid Conference AgendaPre-Bid Sign-in SheetBid OpeningAddendum TemplateBid Tabulation SheetBid Recommendation LetterConstruction Management SetupPreconstruction MeetingNotice To ProceedPay ApplicationsRequest For InformationSubmittal ReviewASIChange OrdersConstruction Change DirectivesField ReportBST · Pre-Bill Review Guide

Closeout & Growth

Close Out RoadmapCloseout GuideA3 Story Template

How to use this: in the mapping activity the team builds the board from scratch, places the outcomes, debates them, and finds the gaps. Leadership Outcomes and PM Responsibilities are the reveal to compare the map against. The Project Manager Playbook stacks both layers and adds the winning behaviors we build in training. The Tools & Templates bar links the Grace document for every phase. The spine never changes. Whether the question is "what good looks like?", "what do I own?", or "how do I do it?", the five phases, the three behaviors, and the three streams hold.