D4SClient Lifecycle
KW

Client Lifecycle

Opportunity

Woking High Street Regeneration

UrbanVista Developments · Mixed-use residential-led regeneration · £220k fee
Stage 3 + 4Deadline in 4 daysHigh riskLead: Kate Williams

Lifecycle timeline

  1. B2B meeting preparation
    Owner: Kate Williams · Due 12 May · Output: Meeting deck v2
    CompleteAI ready
  2. Post-meeting proposal
    Owner: Sarah Patel · Due 17 May · Output: Proposal letter
    CompleteAI ready
  3. Planning / tender package received
    Owner: Kate Williams · Due 21 May · Output: 12 documents indexed
    CompleteAI ready
  4. PQQ response
    Owner: Kate Williams · Due 26 May · Output: PQQ matrix v1
    CompleteAI ready
  5. Team CVs and case studies
    Owner: Marketing · Due 27 May
    CompleteAI ready
  6. Scope & brief document
    Owner: Sarah Patel · Due 2 Jun · Output: Draft 0.6
    3 missingIn progressAI ready
  7. Risk and constraints review
    Owner: David Marshall · Due 3 Jun
    1 missingIn progressAI ready
  8. Fee calculation
    Owner: Sarah Patel · Due 4 Jun
    2 missingNot startedAI ready
  9. Director approval
    Owner: David Marshall · Due 5 Jun
    Not startedAI ready
  10. Formal tender submitted
    Owner: Kate Williams · Due 6 Jun
    Not startedAI ready
  11. Follow-up / clarification
    Owner: Kate Williams · Due —
    Not startedAI ready
  12. Won / lost
    Owner: — · Due —
    Not startedAI ready

Current AI summary

D4S has received an initial planning/tender package for Woking High Street Regeneration. The project appears to involve mixed-use residential blocks above ground-floor commercial units. RIBA Stage 2–4 services are requested. Stage 4 is expected to be the largest fee component due to technical design, Building Control coordination and tender package production. Key risks include constrained high-street access, unknown basement/substructure conditions, and local authority programme pressure.