At a glance

RIBA stage (2020)What the Plan says it is forBespoke milestones that usually sit here (our mapping)Who usually leads
Stage 2
Concept Design
The concept is set and approved by the client against the brief. An outline specification is aligned to the cost plan.Design-intent drawings, first material and finish choices, option samples, first talks with makersDesign team; makers advise when asked
Stage 3
Spatial Coordination
The concept is tested and coordinated so that every designer, specialist subcontractors included, can finalise their information in Stage 4.Developed drawings, finishes and FF&E schedule; early maker advice; budget pricing; tender package preparedDesign team; maker consulted
Stage 4
Technical Design
All the design information needed to manufacture and construct is completed, by the design team and by specialist subcontractors.Final specification; tender, quote and order; shop drawings; control samples signed; prototype or mock-upMaker for shop drawings and samples; design team reviews and approves
Stage 5
Manufacturing and Construction
The building is made and built. There is no design activity except resolving site queries. Stages 4 and 5 overlap on most projects.Production and quality checks, delivery, installationMaker and partner workshops; contractor sets the site programme
Stage 6
Handover
The building is handed over, aftercare starts, the building contract is concluded and residual defects are put right.Snagging and sign-off, care and O&M information, warrantiesContractor and maker; design team and client accept

The RIBA Plan says what each stage achieves, not who does the work: your Responsibility Matrix, appointments and contracts decide. ‘Who usually leads’ is our reading of common practice. Stages 0, 1 and 7 sit outside this sheet.

What the Plan says, in brief

The RIBA Plan of Work 2020 organises briefing, designing, constructing and operating a building into eight stages, numbered 0 to 7: Strategic Definition, Preparation and Briefing, Concept Design, Spatial Coordination, Technical Design, Manufacturing and Construction, Handover and Use. Bespoke furniture, joinery and metalwork matter from Stage 2 to Stage 6, the range this sheet covers.

Two points from the RIBA’s own Overview shape what follows. First, the Plan is not a contract: it sets out what each stage should achieve and does not say who should carry out the tasks (Overview, PDF page 7). Who does what is recorded in a Responsibility Matrix, prepared at Stage 1, and in the appointments and contracts. Second, that matrix settles, for each building system, whether the design team will issue prescriptive or descriptive information at Stage 4 (PDF pages 57 and 104). For a bespoke item, that choice decides who designs the detail.

The Overview does not mention samples, prototypes or shop drawings for furniture or joinery by name. The drawing below is therefore our mapping of common bespoke milestones onto the stages, not a RIBA diagram and not a programme.

Where bespoke milestones sit against RIBA Plan of Work stages 2 to 6Five columns for RIBA stages 2 Concept Design, 3 Spatial Coordination, 4 Technical Design, 5 Manufacturing and Construction and 6 Handover. Six horizontal bars show bespoke milestones against them. Design intent and option samples run across stages 2 and 3. The tender package runs from late stage 3 into early stage 4. Shop drawings and control samples sit in stage 4. A prototype or mock-up runs from late stage 4 into early stage 5. Production sits in stage 5. Delivery, installation and snagging run from stage 5 into stage 6. Design team led bars and maker led bars are shaded differently. A bracket notes that stages 4 and 5 usually overlap.Stage 2ConceptDesignStage 3SpatialCoordinationStage 4TechnicalDesignStage 5Manufacturingand ConstructionStage 6HandoverStages 4 and 5 usually overlapDesign intent and option samplesTender packageShop drawings and control samplesPrototype or mock-upProductionDelivery, installation, snaggingLed by the design teamLed by the maker, with the design team approving
Bespoke milestones against RIBA Stages 2 to 6: our mapping of common practice, not RIBA content; timings illustrative. Original drawing by Make Bespoke Studio.

Stage 4 is where the maker’s information belongs

The RIBA is direct about where specialist design work sits. Stage 4 is about developing the information needed to manufacture and construct, and the Overview says that specialist subcontractors’ design work, and the client team’s review of it, belongs in Stage 4, not Stage 5 (PDF page 26). Stage 5 is manufacturing and construction, with no design activity except resolving site queries (PDF page 28). On most projects Stages 4 and 5 run at the same time, with a contractual ‘firewall’ part-way through Stage 4.

For bespoke work that means a maker’s shop drawings, control samples and prototype approvals are Stage 4 deliverables, even though the making is Stage 5. The sooner they are issued, reviewed and signed, the less design change reaches the workshop once manufacture is under way. NBS observes that suppliers’ shop drawings are in many instances not issued back to the design team for comment (Dale Sinclair, 17 June 2020), so make the return a written step: see the shop drawing approval checklist.

The procurement route changes when this happens, not whether it does. Under a traditional contract the design team’s information goes to tender and specialist subcontractors design after the building contract is awarded; under design and build the lead designer or the contractor’s design manager programmes when each party’s information is produced (PDF pages 92 and 93). The Overview’s own examples of things a design team may want to fix by prescribing include the balustrading, doors and finishes in an entrance lobby (PDF page 104), which are the kind of items a bespoke package often contains.

Prescriptive or descriptive? Prescriptive information states exactly what is wanted and can be built from. Descriptive information states what the result must achieve and leaves a specialist to design it. NBS says that under a descriptive approach design responsibility lies with the contractor and is likely to pass to a specialist subcontractor carrying professional indemnity insurance, and that the choice should be made at the outset. For a bespoke item, say line by line which one you mean: see the joinery specification checklist and why bespoke quotes differ.

Prescriptive and descriptive information at Stage 4Two lanes of three boxes. In the prescriptive lane the design team issues the detailed design and specification, the maker prices and draws how it is built, and the design team checks the shop drawings against its design. Design responsibility stays with the design team. In the descriptive lane the design team issues design intent, performance and finish requirements, a specialist designs the detail and draws it, and the design team checks the shop drawings against the intent. Design responsibility generally passes to the specialist.PrescriptiveDesign team issuesthe detailed designand specificationMaker prices it anddraws how it is built(shop drawings)Design team checksthe shop drawingsagainst its designDesign responsibility stays with the design teamDescriptiveDesign team issuesintent, performanceand finish needsSpecialist designsthe detail and drawsit (shop drawings)Design team checksagainst the intentit set in the briefDesign responsibility generally passes to the specialist
Prescriptive and descriptive information at Stage 4, schematic. Responsibility wording follows NBS (17 June 2020): the contract decides. Original drawing by Make Bespoke Studio.

Who produces what, from Stage 2 to Stage 6

One row per deliverable, in the order it usually appears. ‘Produced by’ and ‘Approved by’ show common practice. Replace them with what your Responsibility Matrix and appointments say.

DeliverableRIBA stage (our mapping)Produced byApproved byOverlap and notes
Design-intent drawings and finish selections2, developed in 3Design teamClientEnough detail to price; not the maker’s construction detail.
Option samples (finishes, veneers, metals)2 to 3Maker or supplier, at the design team’s requestDesign team, then clientThe Overview names no stage for samples. Arrange how samples are handled with the maker as part of the commission.
Outline specification and FF&E scheduleOutline in 2 and 3; final specification in 4Design teamClientThe Overview ties the outline specification to the cost plan, and final specifications to Stage 4.
Tender or RFQ packageLate 3 or early 4, by routeDesign teamClientOn some projects the Employer’s Requirements are issued at the end of Stage 3, before Stage 4 detail exists.
Quotation and value engineering3 to 4Maker; cost consultant reviewsClient and design teamQuote from the tender package, and record each change.
Site survey and dimension check3 to 4, before releaseContractor, design team or maker, as appointedDesign teamSay in the appointments who measures: see the site survey sheet.
Shop drawings (manufacturing information)4Maker or specialistDesign team reviews; contractor coordinatesThe Overview places specialist design in Stage 4. Make the return of approved drawings a written step.
Control sample4, before manufacture is releasedMakerDesign team or client signsThe one benchmark production is judged against.
Prototype, mock-up or first articleLate 4 to early 5MakerDesign team and clientProduction is released after approval.
Production and quality checks5Maker and partner workshopsMaker’s checks; design team inspects at agreed pointsNo design work now, except resolving site queries.
Delivery and installation5Maker or delivery team, with the contractorContractor and design teamNeeds the access survey and a ready site.
Snagging, O&M, warrantiesLate 5 to 6Maker and contractorDesign team and clientAgree acceptance criteria before the work starts.

Stage numbers are RIBA Plan of Work 2020. Where a row spans two stages, the overlap is deliberate: the Overview expects Stages 4 and 5 to overlap on most projects.

How the studio’s process lines up

Make Bespoke Studio coordinates bespoke work through its partner workshops, from concept or technical drawings to installation and snagging. Our How We Work page sets out five stages. Laid beside the RIBA stages they fall roughly as follows, and where the studio joins a project depends on what drawings exist when it is asked. See also design development, sampling and production.

Studio stage (as set out on our How We Work page)Where it sits against RIBA, roughlyWhat changes hands
1 Drawings and feasibility. The studio receives concept or technical drawings and reviews them for buildability.Late 2, 3 or early 4, depending on what existsDesign-intent drawings in; feasibility notes out
2 Samples and pricing. Material and finish samples; a line-by-line itemised quote.3 to 4Samples and quote out; approvals back
3 Prototyping and shop drawings. For complex or high-value pieces a physical prototype and shop drawings are produced for sign-off.4Shop drawings and prototype out; signed approval back
4 Production. Pieces are made across the partner workshops with quality checks at each stage.5Progress reports and photographs out
5 Delivery and installation. Freight, site delivery and installation are coordinated, then snagging and sign-off.5 into 6Delivery, snag list and sign-off record

Our development page says development closes with a drawing set signed by the client and designer, with the control samples filed beside it, so that production has no open questions. That sign-off is the Stage 4 gate on the drawing above.

Information to give, and to ask for, at Stage 4

The design team gives the maker:

  • Design-intent drawings with revision letters, and the final specification, marked prescriptive or descriptive for each item.
  • Finish references and the approved samples they refer to.
  • The FF&E schedule row for each item, with its code (see the FF&E schedule template).
  • Interface information: structure, services, adjacent finishes, and the site survey.
  • The date drawings must be returned for approval, and who approves.

The maker returns:

  • Shop drawings with dimensions, materials, joints, fixings, hardware, finishes, tolerances and site joints.
  • A list of assumptions and queries, so that nothing is decided silently.
  • Packed sizes and weights, for the delivery access survey.
  • The control sample, and a prototype or first article where one is agreed.
  • References to the fire, timber and test evidence the specification calls for.

Rules that hold the stage together. One approval route. Release for manufacture is a written instruction. After release, change comes only by written variation stating its effect on cost, programme and approvals. Resolving a site query is not a design change.

Specification wording

Paste into your schedule or specification and replace anything in [square brackets] with your own figures. Wording is a starting point: your specification governs.

Stage 4 information to be issued
By [date] the design team will issue, for each bespoke item: design-intent drawings [refs and revisions]; the specification [ref]; finish references and approved samples [refs]; the FF&E schedule row [item code]; and the interface information the item depends on (structure, services, adjacent finishes) [refs]. Information for [item] is [prescriptive / descriptive]. The Responsibility Matrix [ref] records who designs and who checks each item.
Maker's Stage 4 deliverables
[Maker] will issue shop drawings for [item] showing dimensions, materials, joints, fixings, hardware, finishes, tolerances and site joints, for approval by [party] before manufacture is released. Shop drawings carry a revision letter and are returned marked [approved / approved as noted / revise and resubmit] within [ ] working days. No manufacture of [item] starts before approval is recorded in writing.
Samples, release and change
Control sample [S-nn] is signed and dated by [party] and held by [party] and by the maker. A [prototype / mock-up / first article] of [item] is approved by [party] before the production run is released, by written instruction dated [date]. Stages 4 and 5 may overlap [yes / no] for [package]. After release, design changes are made only by written variation stating the effect on cost, programme and approvals; resolving a site query is not a design change.

Terms used on this page

RIBA Plan of Work 2020
The RIBA's eight-stage framework (stages 0 to 7) for organising building projects, from strategic definition to use. Bespoke work typically moves from design intent in the early stages to the maker's detailed drawings, samples and manufacture in the later ones.
Shop drawings
Detailed drawings prepared by the maker or supplier showing exactly how an item will be built, with dimensions, materials, fixings and finishes, for the designer to check before manufacture. They interpret the design team's drawings; they are not a chance to redesign.
Prescriptive specification
A specification in which the design team states exactly what products, materials and workmanship are required, leaving the contractor to supply and install them as described. Design responsibility stays with the design team.
Descriptive specification
A specification that states the required result and performance, and leaves a specialist or contractor to design and detail how to achieve it. Design responsibility for that part generally passes to whoever completes it.
Control sample
The one sample that the client or designer has approved and the maker keeps as the benchmark against which production is judged. It should be labelled, dated and signed.
Responsibility Matrix
A RIBA Plan of Work 2020 document, prepared at Stage 1, that records who undertakes the tasks behind the project information, including whether the design team will issue prescriptive or descriptive information for each building system.

All specification and delivery terms

Standards and sources

Questions we are asked

Where do shop drawings fit in the RIBA Plan of Work?

In Stage 4, Technical Design. The RIBA Overview says specialist subcontractors’ design work, and the review of it, belongs in Stage 4 and not Stage 5. A maker or specialist normally prepares the shop drawings and the design team reviews them. NBS notes they are often not issued back for comment, so make the return a written step.

At which RIBA stage do samples and prototypes belong?

The Overview does not name samples or prototypes for furniture or joinery, so this is our reading of practice. Option samples help choices in Stages 2 and 3. The control sample is signed in Stage 4 before manufacture is released. A prototype, mock-up or first article is made late in Stage 4 or early in Stage 5 and approved before the production run starts.

Is manufacturing joinery Stage 4 or Stage 5?

Making is Stage 5. The design information needed to make it, including the maker’s drawings, is Stage 4. The two overlap on most projects. Apart from resolving site queries, the Overview says there is no design activity in Stage 5.

Who owns the design of a bespoke item, the design team or the maker?

It depends on whether the specification is prescriptive or descriptive and on the contract. NBS says that under a descriptive approach design responsibility lies with the contractor and is likely to pass to a specialist subcontractor with professional indemnity insurance. The Responsibility Matrix should record the choice. Take legal advice on the wording.

Does the RIBA Plan of Work cover FF&E and interior design?

Only in passing. The Overview notes that some projects have a separate building contract for FF&E, and that items outside the building contract still need their cost managed. BIID says its RIBA/BIID interior design contracts used the Plan as their foundation, but a designer’s own appointment may number or name its stages differently, so check the stage list in yours.

Do Stage 4 and Stage 5 overlap?

Yes, on most projects according to the Overview, with a contractual ‘firewall’ part-way through Stage 4. The route of procurement decides how much of the design is finished before the building contract is signed.

Download the factsheet

A two-page A4 PDF with the stage diagram, the who-produces-what table and paste-in Stage 4 wording, to keep with your project file.

Factsheet TL-SPE-13 v1.0 (PDF)