Onsite #1 · Quick Reference

The Kickoff Field Guide

The standard in your pocket — the three behaviors, the roles and utilization targets, the SMEs to leverage, and the two maps you’ll build.

Quick reference · three core behaviors · role & utilization matrix · SME leverage · the two maps

The one idea

Good delivery is three behaviors, owned by one accountable PM — in service of “Design that Defines. Impact that Endures.”

A companion to the Onsite #1 working session. The session itself is built by you, in the room, so this page won’t teach the day in advance. It holds the standard’s vocabulary, the role and utilization targets, and the reference scaffolds you’ll use live — and keeps them in your pocket for all twelve modules that follow.

The five outcomes the standard drives:

Defined Scope & Aligned CommitmentsControlled, Predictable DeliveryProtected Design & Technical IntegritySustained Financial HealthDeveloped Teams & Collaborative Leadership
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The standard

The three core behaviors

The whole standard, on three cards. Tap one to see what it asks of you in practice.

Core Behavior I

Establishing Clarity

Define the finish line before the team starts. Clarity milestones:
  • Comprehensive scope estimation
  • Fee determination aligned to complexity and profit goals
  • Strategic plan from inception to closeout
  • Proposal & contract finalized and risk-mitigated
  • Primary client-liaison protocol established
Tap to expand
Core Behavior II

Controlling Advancement

Own daily momentum across four areas:
  • Client budgets — manage margins, adjust for shifts
  • Schedules — primary and internal milestones
  • Programs — design stays within functional constraints
  • Team assignments — allocate roles for efficiency
Tap to expand
Core Behavior III

Protecting Integrity

Guard quality with five exhaustive checks:
  • Code & regulatory compliance
  • Consultant integration (structural, MEP, engineering)
  • BIM & model integrity
  • Construction feasibility
  • Technical documentation accuracy
Tap to expand

Behavior → outcome

Clarity powers defined scope & aligned commitments. Advancement powers controlled, predictable delivery. Integrity powers protected design & technical integrity. Compounded and applied through people, they sustain financial health and developed teams. The behaviors are how the outcomes get produced.

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The business stream

The profitability engine

Project management is the primary driver of firm health. Two levers: target utilization (human capital deployed effectively) and efficient execution (billing rates protected against unbillable rework). Together they drive revenue, cash flow, and long-range margin.

Role & rate schedule — 2026

Role2026 hourly rate
Principals
Principal$335
Architectural
Senior Project Manager$210
Senior Architect$200
Project Manager$180
Architect$170
Senior Design Professional (Architecture)$165
Design Professional (Architecture)$130
Design Intern (Architecture)$75
Construction Administrator$165
BIM Manager$175
Director of VDC$185
Engineering
Mechanical Engineer$260
Design Professional (Engineering)$215
Interior Design
Senior Interior Designer Project Manager$205
Senior Interior Designer$170
Interior Project Manager$165
Interior Designer$160
Design Professional (Interiors)$153
Design Intern (Interiors)$60
Administration
Administrative$95

Source: official 2026 Grace Hourly Rate Schedule, effective 01/01/2026; rates adjust annually with CPI. Other billing modifiers — expert witness / court / deposition at 1.2× standard rates; outside PEs & consultants and reimbursables (printing, postage, travel, etc.) at 1.1× cost; mileage per IRS. PM-track roles highlighted.

The sharpest distinction

Owner vs. coordinator

A coordinator passes information along; an owner is accountable for what happens next. Lead the workflow — don’t become the clerk for it. Predict the owner’s move, then reveal it.

Coordinator move
Forwards the consultant’s clash report to the team and asks everyone to “take a look.”
Owner move — predict, then reveal
What does the Accountable Owner do instead?
Convenes the decision, names who must resolve the clash, sets the date it’s resolved by, and confirms the fix before work advances past it.
Coordinator move
Spends the afternoon formatting and proofreading a draft submittal package.
Owner move — predict, then reveal
What does the Accountable Owner do instead?
Delegates the formatting and proofing, and spends the time on profitability review, coordination, and the open decisions only the PM can make.
Coordinator move
Relays the client’s new request straight to the team as a to-do.
Owner move — predict, then reveal
What does the Accountable Owner do instead?
Tests it against scope and fee first, decides whether it’s a change, and has the contract conversation with the client before the team spends an hour on it.

Lead the workflow

SME leverage — who to engage, and when

PMs lead the workflow; they don’t solve every problem alone. Engage the right specialist early to mitigate risk.

Construction Administrator (CA)

Engage early so documents are insurable and constructible. Rely on site observations to resolve claims, disputes, and QC issues during CA.

BIM Director

Proactive technology quality reviews and the strategy for resolving complex digital conflicts across disciplines.

BIM Manager

Daily model management — subcontractor model integration and digital-design workflow support.

What you’ll build

The two maps you’ll build — together

The day produces two participant-generated tools that become shared references for the whole program.

Your reference for both is the live Lifecycle Map. On it the three core behaviors run across the lifecycle — Clarity up front, Advancement & Integrity through execution — while the three streams (Client, Team & Business) run down every phase. Three views: Leadership Outcomes (what good looks like), PM Responsibilities (who owns what), and the Project Manager Playbook, with every Grace tool and template linked.

Project Process Map

How a GRACE project actually flows

A shared picture of the stages a project moves through — and the decisions that gate each one. It makes the invisible process visible so the firm can agree on it.

Build it by asking: what are the real stages, and what must be true to advance past each?

Project Responsibility Map

Who owns what, at each step

Laid over the process map: for every stage, who is accountable, who contributes, and who decides. It ends the “I thought you had it” failures by naming ownership before work starts.

Build it by asking: at each step, whose name is on the outcome — not just the task?

Before you walk in

Readiness self-check

Tick what’s true today. The gaps are what the day is for — no wrong answers.

0 of 6 — bring the gaps. That’s what the room is for.
A–Z

Reference

Glossary