Playbook Audit

A structured review of how your templates, standards, content, and workflows actually work today—followed by a clear, written plan to improve them.

Request a Playbook Audit
Schedule a Playbook Session

What is it?

This is ideal if you:

  • Feel friction, inconsistency, or “everyone does it differently”

  • Have a template that’s grown messy over time

  • Aren’t sure what standards are worth enforcing

  • Want to scale repeatability without bureaucracy

  • Need an external, architect-led read on what’s actually happening

How it Works

A Playbook Audit is a focused assessment of your current systems with one goal: create clarity. We identify what’s helping, what’s slowing you down, where risk is hiding, and what changes will create the most leverage—without over-thinking.

  1. Request an Audit - using the link below

  2. Discovery & Intake - discuss scope & finalize fee

  3. Review Period - evaluation based on info provided

  4. Readout Call - discuss findings + Q&A

  5. Playbook Report - sum of findings and next steps

Who it’s for:

  • Firms that want consistency without bloat

  • Teams feeling pain but lacking a clear diagnosis

  • Principals who want a roadmap (and accountability)

  • Offices without in-house BIM/systems leadership

Request a Playbook Audit

What’s Included

Discovery + Intake

  • Initial call to understand your team, typical projects, and pain points.

  • Tailored fee proposal for the audit

Findings + Priorities

  • What’s working (keep it)

  • What’s fragile (fix it soon)

  • What’s wasting time (stop doing it)

  • What’s missing (add only if it creates leverage)

Systems Review

A review of the assets and workflows that drive your delivery, such as:

  • Revit template(s) and view/template standards

  • Family/content strategy (library structure, key families, etc.)

  • Typical project setup workflow and model organization

  • Coordination/linking/worksharing patterns (as applicable)

  • QA/QC routines and documentation consistency patterns

  • Tool stack overview (BIM360/ACC, Twinmotion, AI tools, hardware & tech) as relevant

Playbook Report

A clear, written report with:

  • Quick wins (high impact, low effort)

  • Near-term improvements (30–60 days)

  • Longer-term upgrades (90+ days)

  • Recommended standards (minimum viable)

  • Suggested training priorities

FAQ

  • Most audits take 1–3 weeks depending on scope and how quickly materials are shared.

  • Not always. Often a template + one representative project (or exported views) is enough. We’ll discuss the minimum needed to get clarity.

  • Not by default. The goal is leverage, not reinvention. The report focuses on the smallest set of changes that create the biggest impact.

  • Yes—either as a short follow-on implementation package or through Playbook Partner (ongoing support).

  • Start with a Playbook Session. If the issue is deeper than a call, we’ll know quickly.