Owner Advisory

Project success starts with a great beginning. Whether as a distinct phase or as part of our full project management services, we start all projects by helping owners not only to set their goals, but also set the culture, organization, and expectations for the project. We bring together the right resources and create the road map to achieve a successful project outcome.

Project Plan
  • Establish goals and objectives for the project.
  • Develop strategy for meeting stated project goals.
  • Prepare comprehensive Project Plan, identifying all major tasks, milestone dates, and areas of responsibility.
  • Establish communication protocols and the decision-making process with Client.
Team Selection
  • Identify all Consultants required for completion of the project (i.e. Architect, Interior Designer, Landscape Architect, and Engineers).
  • Prepare and issue a Request for Proposal for the required primary consultants.
  • Coordinate and conduct interviews with Client.
  • Assist with contract negotiations and final review of all contracts.
Budget & Schedule
  • Establish the project parameters for quality, budget and schedule.
  • Develop preliminary master budget, identifying all potential expenditures for the project.
  • Develop project meeting schedule to meet the goals of the Project Plan.
  • Schedule and conduct a kick-off meeting for all team members.
  • Establish strategy to meet all project goals.
  • Coordinate and attend (3) meetings/conference calls as required for the programming and schematic design phase of the project.
  • Follow up meetings as requested by Owner.

“Linda has been very effective in advocating for us, making sure that we understood what we were getting. She has been a straight-ahead, no nonsense colleague, and her contributions have been forward-looking and on target. She has brought significant value to the project, and made our participation as owners much more meaningful and effective.”

Mark Gunther

Congregation Beth Sholom