Autodesk Revit Toolkit

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Prioritize equipment densification and lean, scalable design with a best part is no part, best process is no process philosophy without sacrificing functionality, expandability, or maintenance access.

More Uses of the Autodesk Revit Toolkit:

  • Provide front line support and development of tools and procedures to extend enhance existing workflows.

  • Ensure your team complies; designers should have a deep sense of ownership and accountability for designs.

  • Provide support to the team, develop tools, improve processes, and share technical knowledge.

  • Provide insight and design expertise  to increase the value of service.

  • Perform modeling and detailing of precast erection drawings using Autodesk Revit Structure.

  • Manage successful internal project team (on time, on budget, positive client feedback).

  • Secure that your project understands the use of submittal information and creates accurate models for coordination purposes.

  • Arrange that your operation responds to unexpected changes in work environment with creativity and resilience.

  • Ensure your team maintains positive relationships with clients, vendors, and coworkers in your organization.

  • Develop skeleton structural drawing set with minimum to moderate instructions from Project engineering.

  • Improve the quality of life in a way that balances the needs of you, society and the environment.

  • Develop: creatively provide feedback to architects and other parties to improve the project and strengthen relationships.

  • Assure your planning complies; structures messages in a clear logical manner using the most appropriate communication medium.

  • Systematize: system and concept thinker that can translate details/specifications into a detailed System Design.

  • Manage work with the project team to oversee the development of 3D site specific logistics plans.

  • Confirm your business complies; continuous review of design package software, ensuring compatibility and functionality with the network and ensures accurate licensing.

  • Coordinate directly with clients to consider project details and review renderings for feedback.

  • Head: application of engineering skills in activities as Problem Solving, analysis, and design.

  • Gather project requirements/data from clients, architecture, engineers, and development team.

  • Generate stakeholder buy in through dynamic communication across multiple internal departments, owners, architects, and subcontractors.

  • Develop a program for a continual talent pipeline through recruitment strategies.

  • Ensure you coach; lead Project Teams to develop 3D models integrating subcontractor coordination.

  • Communicate with design team, sales team, architects, designers and contractors to gather proper technical data for each project.

  • Initiate: review System Designs and drawing deliverables to ensure adherence to performance and Quality Standards and in accordance with industry and customer standards/specifications.

  • Provide feedback and suggestions to Engineering teams on how to improve and densify designs.

  • Enforce (and possibly help design and develop) modeling protocol and standards.

  • Be the point of contact for receiving information from project engineers to distribute work to the modeling team.

  • Perform detailing of precast erection drawings using Autodesk Revit Structure.

  • Manage work with field engineers to develop Standard Operating Procedures for use cases of reality capture for automation deployment.

  • Ensure you launch; lead teams during preconstruction to identify strategic Value Propositions and solutions with designers using various technology tools.


Save time, empower your teams and effectively upgrade your processes with access to this practical Autodesk Revit Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Autodesk Revit related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Autodesk Revit specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Autodesk Revit Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Autodesk Revit improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How can you improve performance?

  2. Who will provide the final approval of Autodesk Revit deliverables?

  3. How do you manage and improve your Autodesk Revit work systems to deliver customer value and achieve organizational success and sustainability?

  4. Does the problem have ethical dimensions?

  5. What are your primary costs, revenues, assets?

  6. How do you gather requirements?

  7. What is the Autodesk Revit problem definition? What do you need to resolve?

  8. Who has control over resources?

  9. What will drive Autodesk Revit change?

  10. What improvements have been achieved?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Autodesk Revit book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Autodesk Revit self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Autodesk Revit Self-Assessment and Scorecard you will develop a clear picture of which Autodesk Revit areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Autodesk Revit Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Autodesk Revit projects with the 62 implementation resources:

  • 62 step-by-step Autodesk Revit Project Management Form Templates covering over 1500 Autodesk Revit project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Autodesk Revit project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Autodesk Revit project team have enough people to execute the Autodesk Revit project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Autodesk Revit project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Autodesk Revit Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Autodesk Revit Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Autodesk Revit project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Autodesk Revit project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Autodesk Revit project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Autodesk Revit project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Autodesk Revit project with this in-depth Autodesk Revit Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Autodesk Revit projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Autodesk Revit and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Autodesk Revit investments work better.

This Autodesk Revit All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.