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Architecture and Design: Schematic Design 101

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For our third installment on understanding the role of an architect, we investigate the step known as schematic design. You can start with the first installment to get the best understanding of the whole design process. This series aims to break down the design process into smaller steps in order to understand the role of an architect and how they add value to projects large and small.

Schematic Design – The Basics

After the initial programming and site design phases, the designer will compile all of the required and desired elements into a set of conceptual sketches. As the word ‘schematic’ would suggest, these conceptual sketches aim to show the relationship between parts in an informal and loose manner. The schematic drawings may include a number of different iterations or schemes, each having a unique feature or focus. For example, schematic design concepts for an office building may show one option that features windows oriented towards sweeping views while another concept depicts windows arranged for maximum solar efficiency. Each schematic sketch or drawing will respond in some way to the list of programmed spaces, the qualitative goals, and the site on which it will be located. During the schematic design phase, many ideas will be brought up, discussed, reviewed and refined. It may take several attempts before arriving at a particular concept which seems to best embody all of the goals and requirements. Throughout the schematic design phase, the needs and goals of the client will be re-evaluated in connection with how they will best develop into real spaces. Sometimes program requirements or goals are in conflict with what is spatially feasible, and may require some adjusting. It may even be necessary to re-draft the program after making a first pass at schematic design to ensure that expectations are clearly stated based on any new design criteria discovered in schematic design.

Schematic Designs on Trace Paper

Schematic Designs on Trace Paper

Schematic design is the stage that is often the most exciting for clients. They can begin to see sketches and quick physical models of their dreams coming to life. Sometimes, clients will be inspired by the designs presented to them and consider increasing their project scope. While some schematic designs may indicate a change in scope is necessary, it is always important to refer back to the original program to ensure the project stays within the guidelines of needs, goals and budget requirements. As the project is visualized through sketches, models and inspiration images, clients can quickly get an idea of how their building will start to look.

Schematic Design – Digging Deeper

Schematic designs may consist of approximated floor plans, simple elevations, quick 3D views and conceptual rough sections. Floor plans will be drawn to scale and may include suggested interior arrangements including furnishings or finish options. The drawings will indicate the general location of fenestrations (windows, doors) in addition to any big ideas the concept was based on. Accompanying drawings which help the client visualize the main features and really ‘sell’ the concept will be included as well. For example, if a driving concept for a house was to provide abundant natural light, the schematic design would clearly indicate the window placement and possibly include perspective drawings of the windows, doors and any amazing views. These drawings could be hand drawn or provided as a 3D ‘mass model’, either virtually or in person. Mass models are a good way to understand the relationship of volumes in the vertical plane, similar to the way that floor plans help us understand the relationship of rooms in the horizontal plane. Mass models consist of simple geometric forms that represent designated areas and spaces. A mass model that shows a two-storey living room may be constructed as a tall box with a triangle roof, which could indicate a lofted ceiling underneath.

The Axis - mass model - design by Brinn Miracle

The Axis – mass model – design by Brinn Miracle

Many times, architects and designers will meet with a client multiple times during this phase. The architect or designer will present several concepts to the client, and they will discuss the merits of each. Listing out the pros and cons of each concept will help inform the refinements necessary to reach a finalized schematic design that the eventual building is based on. After several ideas have been reviewed, revised and carefully considered, the best concept is selected for design development. For some, it may be easy to select a clear ‘winner’ among the schematic designs from which to develop the project. For others, it may take many weeks or months before arriving at a conclusion. Sometimes it can even be a combination, where an overall concept is selected early, but a portion of the building is revised and debated further. In this stage of the process, the architect often has a firm understanding of how a concept will come to fruition based on their ability to conceptualize and their past experience. They will guide the client towards the best solutions and steer them away from costly or awkward concepts. It is important that communication is open and clear throughout the schematic design phase so that there is a solid foundation to build from in the next phase.

Next month we will take a look at Design Development and its role in the design process. Always remember to ask lots of questions when working with a design professional. No question is out of bounds when your goal is success.

Brinn Miracle is an architectural intern, journalist and residential designer. She writes about architecture and design topics at her blog, www.architangent.com/blog

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  1. Architecture and Design: Design Development 101 | Archability - November 27, 2012

    [...] Architecture and Design: Schematic Design 101 August 21, 2012 [...]

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