Consultation Prep Checklist
Drawings, site info and people to line up before the first conversation.
TechnoGuru / Consultation Prep
Advisory · live
Prepare for the first conversation
Tell us the project type, the systems in play and the stage. The panel assembles a checklist of drawings, site information and people to line up — copyable for your own notes.
Your preparation checklist. Disciplines to coordinate: 6. Items to prepare: 11. People to involve: 1. Decisions to consider: 1.
Your preparation checklist
6
Disciplines
11
Items
1
People
1
Decisions
Drawings & information to gather
- A one-line description of what the space is for
- Target timeline and key dates
- Floor plans by level
- Guest-room and public-area schedule
- Architectural GA drawings
- Reflected ceiling plans (RCP)
- Electrical load schedule (if available)
- Room / usage schedule for AV spaces
- User counts and device density by area
- Server / equipment-room location
- Schematic drawings
People to involve
- Architect / design consultant
Decisions to think through
- Confirm a site-access window and a point of contact
Likely disciplines
Stage notes
- At design stage we can review drawings and align systems early.
Planning pack handoff
- 1. Copy advisory summary
- 2. Share a brief
- 3. Or talk to the studio
A preparation aid only. Share only drawings and information you are authorised to share, through proper channels. Final scope and design remain with the appointed consultants and authorities.
Consultation Prep Checklist — what it covers
The Consultation Prep Checklist assembles, from your project type, the systems involved and the stage, a checklist of the drawings, site information and people to have ready before talking to TechnoGuru. It helps the first conversation move quickly. The checklist is a preparation aid you can copy into your own notes — it is not a scope, a BOQ or a design.
Disciplines this tool can point to
- AV systems
- IT & networking
- CCTV & surveillance
- Fire alarm
- Smart automation
- Building management (BMS)
- AMC & lifecycle support
- Turnkey integration
- Lighting & scenes
- Enterprise Wi-Fi
- Access control
- ELV & life-safety
- Auditorium & boardroom AV
- Acoustics
- Stage lighting
- Fire hydrant
- UPS / power backup
What this tool does not do
- Produce a scope, BOQ or quantities
- Specify equipment, layouts or routing
- Ask for sensitive security or fire detail
- Replace the appointed consultants or a site survey
- Make any approval or compliance determination
What this tool does
The Consultation Prep Checklist assembles, from your project type, the systems involved and the stage, a checklist of the drawings, site information and people to have ready before talking to TechnoGuru. It helps the first conversation move quickly. The checklist is a preparation aid you can copy into your own notes — it is not a scope, a BOQ or a design.
When to use
Just before you reach out, so the first conversation is productive.
When not to use
As a substitute for a real scope, engineering or BOQ — it only helps you prepare.
What this tool does not do
- Produce a scope, BOQ or quantities
- Specify equipment, layouts or routing
- Ask for sensitive security or fire detail
- Replace the appointed consultants or a site survey
- Make any approval or compliance determination
· Where this connects
The disciplines behind the answer.
- AV systems
- IT & networking
- CCTV & surveillance
- Fire alarm
- Smart automation
- Building management (BMS)
- AMC & lifecycle support
- Turnkey integration
- Lighting & scenes
- Enterprise Wi-Fi
- Access control
- ELV & life-safety
- Auditorium & boardroom AV
- Acoustics
- Stage lighting
- Fire hydrant
- UPS / power backup
- For architects & consultants
Verification status: Decision support — editorial logic, no numeric claim · Independently reference-tested · reviewed 2026-08-30
· Engineering notes
How to read this tool’s output
Stage 1 (brief), just before engagement. The checklist is the input that lets stage 2 (survey) and the first conversation move quickly.
What an engineer should know
The assumptions behind the numbers this tool produces.
- Assembles, from project type, systems and stage, a checklist of drawings, site information and people to prepare before the first conversation.
- Designed to make the first studio conversation efficient — it is a preparation aid, not a scope or engineering output.
When this tool is the right one
The project moments and room types this is built for.
- Facilities lead preparing for a corporate fit-out kickoff.
- Consultant assembling the information pack before briefing the integrator.
What changes the answer in practice
Field conditions that move the result away from the planning figure.
- Retrofit projects usually rely more on a site survey than on drawings alone.
Defensible starting architectures
Vendor-neutral reference points, not a recommendation to buy — the right answer is the one that survives your site survey.
- Copyable checklist grouped into drawings, site information, people and stage notes.
Common mistakes
Failure patterns we see on real projects.
- Waiting for perfect drawings — at concept or retrofit stage a site visit or sketch is often enough to begin.
- Sharing sensitive material without authorisation — only share through proper channels what you are cleared to share.
How this lands against adjacent systems
What else has to be agreed before this output is safe to build to.
- Hands off to the Architect Brief Builder and /contact.
What this tool does not do
Deliberate limits — where the estimate stops and design begins.
- Produces no scope, BOQ or quantities.
- Does not request sensitive security or fire detail.
Where this tool fits
The building types this output is calibrated for — and, where we have said so, the ones it is not.
· Example use
A facilities lead preparing a corporate fit-out selects Corporate, New build, AV and IT systems, Design stage and a site visit. The checklist returns the floor plans, ceiling plans, user counts and equipment-room location to gather, the architect to involve, and the operations question to settle — copyable straight into a kickoff email.
· Frequently asked
Consultation Prep Checklist —
what people ask first.
Why prepare a checklist before talking to you?
A short list of drawings and decisions, ready in advance, lets the first conversation focus on the project rather than on chasing information. It also helps you brief other consultants consistently.
What if I do not have drawings yet?
That is fine — at concept or retrofit stage a site visit or a sketch is often enough to begin. The checklist adapts to your stage and tells you what is most useful to share, only ever through proper channels.
Can I share the checklist with my team?
Yes — use the Copy button to take the assembled checklist into your own email, brief or project notes. Share only drawings and information you are authorised to share.
Is this a quote request?
No. It is a preparation aid. When you are ready, the Architect Brief Builder turns your inputs into a coordination brief, or you can talk to the studio directly.
Engineering toolkit
Next in this sequence
Calculators whose inputs or outputs connect to this one.
- Drawing readiness
Drawing & BOQ Readiness Checker
Check whether your drawings, schedules, BOQ/spec status, site access and project team are ready for a systems conversation. Advisory; no pricing, quantities or final scope.
Advisory · copyableOpen - Coordination
Architect Brief Builder
For architects, consultants and project teams — assemble a plain-language coordination brief. A draft input, not a statutory submission.
Advisory · copyableOpen - Discovery
System Need Finder
Building type, stage and goals in — the disciplines to consider and the documents to share first out. Advisory; not a scope or BOQ.
Advisory · qualitativeOpen
· Begin
Checklist ready?
Start the conversation.
The first reply will come from a project lead, not a sales gateway, within two working days.