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Property development Step plan

Finishing a dwelling: tracking the buyer's choices per plot

When finishing a dwelling, every plot is different: other interior doors, another kitchen, another bathroom. The finishing of a dwelling depends entirely on the buyer's choices. In Lean every choice is on the plot, with the extra cost, and you see which choice is still missing for the step that waits on it.

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Why finishing per dwelling needs so much information

Up to the shell, the dwellings of a block are often identical. After that, they are not. One buyer chooses a different kitchen, another a walk-in shower or made-to-measure cupboards. Each of those choices brings its own drawing, its own extra cost and its own appointment with the fitter.

A choice that comes in late holds up the finishing. A kitchen drawing that has not been approved means the kitchen cannot be ordered. And an option agreed verbally gets lost before the final account.

With IRP in Lean ERP you record the finishing as the steps of a process, with per step the drawings and choices that belong to it, at dwelling level. Below is an example of such a step plan. You can model your own processes in IRP.

Preparation per dwelling

Before the finishing starts, you know for each dwelling which steps still have to happen. Which buyer still has to choose? Which drawing is in, which is not? What does a subcontractor need before coming on site?

By putting these steps per plot in the file, you see for each dwelling what still has to be done, and you find the permits, drawings and other documents at the step where they are needed. A subcontractor can supply their part and only sees their own assignments; how that works is set up with you at the start.

Step plan: the execution of a dwelling

An example of the groups and the information that belongs to them. Every document is attached to the plot, the dwelling of one buyer.

  1. Interior joineryInterior doors, stairs and made-to-measure cupboards or furniture determine the layout and finish of the rooms. The working drawing gives the position, the dimensions and the specifications for the joiner. This group includes the working drawing of the interior doors, the working drawing of the stairs and the working drawing of the made-to-measure cupboards or furniture.
  2. Kitchen per dwellingThe kitchen is often the buyer's biggest choice. The drawing fixes the cabinets, worktops, appliances and pipework. This group includes the technical drawing of the kitchen, the documentation of the water and gas pipes at the kitchen location, the minutes of the kitchen meeting with the buyer and the extras the buyer chooses for their kitchen.
  3. Bathroom per dwellingThe bathroom affects the layout, but also the sanitary installation and the ventilation. This group includes the technical drawing of the bathroom and the optional choices for the bathroom of the dwelling.

The buyer's choice is on the plot, with the extra cost

If a buyer chooses a different kitchen or an extra in the bathroom, you record that decision on the element it concerns, with the extra cost. The approved kitchen drawing and the extra cost are thus in the same place.

At the final account or when the buyer has a question, nobody has to search for what was agreed. What you do next with quotes and extra work is described under quotes and sales.

**Real screen from the demo environment**, with fictitious data. A buyer's decision with the extra cost, on the element it concerns. Click to enlarge.
Real screen from the demo environment, with fictitious data. A buyer's decision with the extra cost, on the element it concerns. Click to enlarge.

See which choice is missing, before the fitter is at the door

Per plot you see which documents are in and which buyer choice is still missing. If the kitchen drawing for plot 2 is still missing while the kitchen has to be ordered on Monday, it stands out before the step that waits on it.

Across the whole block, the points of attention are at the top: a choice that is late, or a buyer's report that is overdue. The meeting with the project manager is then about the exceptions, not about every plot.

**Real screen from the demo environment**, with fictitious data. Per plot, which documents are in and which buyer choice is still missing. Click to enlarge.
Real screen from the demo environment, with fictitious data. Per plot, which documents are in and which buyer choice is still missing. Click to enlarge.
**Real screen from the demo environment**, with fictitious data. The points of attention of a block, with a choice that is late. Click to enlarge.
Real screen from the demo environment, with fictitious data. The points of attention of a block, with a choice that is late. Click to enlarge.

Frequently asked questions about finishing a dwelling

How do you track the buyer's choices per dwelling?

Every choice is on the plot, on the element it concerns, with the extra cost. Per plot you see which documents are in and which choice is still missing.

How do you see a choice that is late?

A choice that is late appears among the points of attention of the block. So you see it before the step that waits on it, such as ordering or fitting the kitchen.

Which drawings belong to the finishing of a dwelling?

In this example the working drawings of interior doors, stairs and made-to-measure cupboards, the technical drawing of the kitchen and the bathroom, the documentation of the pipework and the extras the buyer chooses. You model your own step plan; this is set up with you at the start.

The complete step plan for property development

The execution per dwelling is one phase. Look at the other phases too, from preliminary study to after-sales service.

Property development step plan ›Dwelling administration ›Sales ›Kitchens ›Software for property development ›
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