Comprehensive Planning

Turn Material Direction into an Actionable Plan

A scope review tells you what's feasible. A strategy engagement tells you exactly how to execute it. This is where planning-grade ranges become specific sourcing plans, vetted fabricator recommendations, and a risk memo that maps every procurement risk to a mitigation.

About This Service

Flat Fee | Defined Scope

The strategy engagement begins where the scope review ends — or, for teams who already have strong material direction, it can serve as the first deep engagement. Either way, the goal is the same: take everything the team knows about the stone scope and turn it into a plan that procurement can execute without guesswork.

We conduct a thorough sourcing scan — domestic and international — to identify the specific lots, blocks, and slab inventories that can supply the project. For each stone application, we develop an allocation strategy that accounts for yield, waste factor, vein continuity requirements, and backup sourcing. We vet fabricators based on capability match (not every shop can handle every project), and we produce a risk memo that maps every identified procurement risk to a specific mitigation.

The strategy engagement produces actionable documents — not broad guidance. Your team leaves with specific material identifications, vetted fabricator recommendations, a procurement sequence with milestones, and a clear picture of what could go wrong and how to prevent it. This is the document that protects the project when procurement begins.

Who This Is For
Design teams past DD who need to move from material concepts to procurement specifics
Project managers building procurement schedules who need reliable sourcing intelligence
Owner's representatives who want a documented risk assessment before large stone purchases
Architects coordinating with multiple consultants who need the stone scope formalized
Developers managing multiple units with shared stone specifications across the project
What You Receive
Material direction alignment with specific lot and block identifications
Domestic and international sourcing scan results
Allocation strategy with yield and waste factor analysis
Slab continuity evaluation for matched installations
Substitution protection structure with backup materials
Fabricator vetting and capability-match recommendations
Procurement sequence with critical-path milestones
Risk memo documenting every identified risk and its mitigation
Typical Timeline

2–4 weeks depending on project scope and material complexity. May include targeted travel for slab evaluation.

In Practice

The Situation

An architecture firm designing a corporate headquarters in Chicago specified honed Statuario marble for a 6,000 square foot lobby and three elevator vestibules. The specification called for consistent veining across all surfaces — requiring coordinated block selection across the entire scope.

What Happened

The strategy engagement identified that the quantity required couldn't come from a single block — it would need three blocks from the same lot, carefully sequenced. We sourced seven candidate blocks at three different yards, evaluated each for consistency, and recommended a specific three-block allocation that maintained visual continuity. The fabricator vetting process narrowed the field from the GC's initial list of four to the one shop with the CNC capacity and the slab handling experience the project demanded. The risk memo flagged a 6-week lead time vulnerability and recommended early block purchase, which the owner's rep authorized based on the documented analysis.

How This Connects

Before

Many strategy engagements follow a scope review. For teams with strong material direction and clear project scope, the strategy can be the entry point.

After

The strategy naturally transitions into Embedded Advisory for teams who want ongoing oversight, or into Procurement for teams ready to purchase material.

Show me the project.

Start with a free 15-minute sanity check. If the project needs deeper work, we can decide that together.