What to bring to the first site walk

Start with the people who run the site

Invite someone who knows the operating schedule, the points of access and the work that can’t be interrupted. Ask which loads, spaces and handoffs need more attention than a drawing can show.

Gather what already exists

Collect a current site plan, an available one-line diagram and the recent demand history. Mark each document with its date and source so the design team can tell what needs to be checked in the field.

Write down the open decisions

Record the decision owner, the information still needed and the next date to check in. A short decision list is often more useful at this stage than a long equipment list.