MindMap Gallery Real Estate Development Process Management Toolbox - Project Planning and Design
This is the relevant content of project planning and design in the real estate development process management toolbox, including: real estate project bidding management, real estate project positioning and product planning and design.
Edited at 2021-05-04 15:28:27Ce calendrier annuel, créé avec EdrawMax, présente une disposition claire et organisée des mois de janvier à décembre. Chaque mois est affiché dans un cadre distinct, montrant les jours de la semaine et les dates correspondantes. Les weekends (samedis et dimanches) sont mis en évidence pour une meilleure visibilité. Ce format est idéal pour la planification et l'organisation des activités tout au long de l'année, offrant une vue d'ensemble rapide et facile à consulter.
This quarterly calendar overview for 2026, created with EdrawMax, presents a structured and colorful layout of the entire year divided into four quarters. Each quarter is displayed in a separate column, showcasing the months within that quarter in a clear grid format. The days of the week are labeled, and each date is marked within its respective cell, allowing for easy identification of dates across the year. This calendar is an excellent tool for long-term planning, providing a comprehensive view of the year at a glance.
This weekly calendar for 2026 is designed using EdrawMax to provide a detailed and organized view of each week, starting from January. The left side features a mini monthly calendar for quick reference, highlighting the current week in yellow. Below it, there's a section for weekly goals to help prioritize tasks. The main area is a time-grid from 6:00 AM to 12:00 AM, divided into half-hour slots, allowing for precise scheduling of daily activities throughout the week. This layout is ideal for managing a busy schedule efficiently.
Ce calendrier annuel, créé avec EdrawMax, présente une disposition claire et organisée des mois de janvier à décembre. Chaque mois est affiché dans un cadre distinct, montrant les jours de la semaine et les dates correspondantes. Les weekends (samedis et dimanches) sont mis en évidence pour une meilleure visibilité. Ce format est idéal pour la planification et l'organisation des activités tout au long de l'année, offrant une vue d'ensemble rapide et facile à consulter.
This quarterly calendar overview for 2026, created with EdrawMax, presents a structured and colorful layout of the entire year divided into four quarters. Each quarter is displayed in a separate column, showcasing the months within that quarter in a clear grid format. The days of the week are labeled, and each date is marked within its respective cell, allowing for easy identification of dates across the year. This calendar is an excellent tool for long-term planning, providing a comprehensive view of the year at a glance.
This weekly calendar for 2026 is designed using EdrawMax to provide a detailed and organized view of each week, starting from January. The left side features a mini monthly calendar for quick reference, highlighting the current week in yellow. Below it, there's a section for weekly goals to help prioritize tasks. The main area is a time-grid from 6:00 AM to 12:00 AM, divided into half-hour slots, allowing for precise scheduling of daily activities throughout the week. This layout is ideal for managing a busy schedule efficiently.
Real Estate Development Process Management Toolbox - Project Planning and Design
Real estate project bidding management
Real estate project bidding management practice
Tendering principles
Fairness: Multiple bidding teams
Integrity: Do not seek personal gain
Maintain credibility: Be objective and fair when selecting bidders
Confidentiality: The bidding documents of each unit are confidential and shall not be leaked.
Traceability: Timely collection, sorting, archiving and customs clearance of various bidding materials
Bidding type
Whole-process bidding: From the beginning of the project proposal to the completion and delivery, all projects are subject to bidding.
Materials and equipment bidding: Goods procurement bidding
Engineering construction bidding: Select the construction unit on the basis of merit
Survey and design bidding
Five ways to improve project bidding and procurement: ① Specify detailed and accurate technical standards; ② Set up reasonable business payment methods; ③ Carefully select bidders; ④ Ask for clarification before winning the bid; ⑤ Clear organizational division of labor
Payment methods for general contractor civil engineering projects: Phase 1: Pay a certain amount of working capital in advance, and the remaining project progress payments are paid at 30%-40% of the monthly reported output value; Phase 2: Once the main structure is capped, a one-time payment of 75%-80% is made; Stage 3: Pay up to 90% after the audit; Stage 4: Pay the remaining 10% after the warranty expires
Three ways to bid
Public bidding: The bidding unit publishes bidding announcements through radio, television, newspapers, etc., and selects the best contractors; suitable for large-scale, technically complex, large and medium-sized projects; Disadvantages: high bidding fees and expenses
Invitation to bid: The bidding unit does not publicly announce the bid, but instead issues a bid notice or invitation letter to pre-selected contractors in a more specific manner. Advantages: save bidding costs, shorten the work cycle, and improve the efficiency of winning bids; there is restricted competitive bidding to limit the scope of competition
Negotiated bidding: The bidding unit directly selects the bidding unit, with the lowest cost and shortest cycle; suitable for special areas and special projects
2 work contents of bidding management
Arrangement of bidding and bidding work functions
Management of important nodes in bidding and bidding
4 conditions for effective bidding for enterprise projects
Be familiar with relevant laws
Improve tender document preparation skills
Pay attention to bidding details
Professional ethics
Risks and avoidance measures in tendering and bidding
Tendering business process management risks: lack of understanding of the latest processes or policies
Risks of illegal execution by the tenderer: some illegal operations by the tenderer
Risks of ineffective bidding agencies
Bidding projects have their own risks
Important points in the bidding process
The first stage: Bidding preparation stage
Determine the project: The general manager determines the proposed project according to the company management committee
Application for bidding: The vice president of engineering applies to the municipal government's bidding management agency for bidding and provides relevant documents.
Approval by the bidding agency: The municipal government's bidding management agency will review the company's documents and issue relevant documents if approved.
Establish a bidding agency: The municipal government’s bidding management agency will take the lead in establishing a bidding office.
Select the bidding method: The bidding office and participating bidding units discuss the bidding method
Prepare bidding documents: The company's engineering department and cost department jointly prepare bidding documents
Preparation of base bid: The budget engineer prepares the base bid, which is reviewed by the cost department and reported to the bidding agency after approval by the general manager; it is kept confidential by everyone
The bidding agency reviews the bid base: if the review is correct, the bid base will be sealed and saved for use at the time of bid opening; it will be kept confidential by everyone.
Publication of tender announcements: Publication by government agencies
The second stage: pre-qualification stage
Request for pre-qualification documents: Qualified construction engineering companies go to the bidding agency to purchase pre-qualification documents after seeing the bidding advertisement.
Fill in the pre-qualification documents: fill in the pre-qualification documents, provide corresponding supporting materials, and submit to the bidding agency for pre-qualification
Pre-qualification: Detailed review by the bidding agency
Determine the qualified unit: issue a qualified qualification notice to the bidding unit
Confirm the intention to bid: The construction company will issue a letter of intention to confirm the bid after receiving the notice.
The third stage: bidding stage
Sale of bids: The bidding agency sells formal bids to qualified contractors
Purchase bid documents: Contractors go to the bidding agency to purchase bid documents
Organize an on-site inspection: The bidding agency organizes an on-site inspection. Both parties A and B must be present to introduce the surrounding environment, water and electricity interfaces, and other information to the contractor.
Organize a pre-bid meeting: The bidding agency organizes a pre-bid meeting, the company introduces the design and construction plan to the contractor, the contractor raises questions, the company answers, and the exchange record is
Prepare supplementary documents: Based on the pre-bid meeting, the company's engineering department will clarify the issues in the meeting in writing
Approval and review: The general manager of the engineering department shall approve the supplementary documents and submit them to the bidding agency for detailed review.
Send supplementary documents: The bidding agency prints the supplementary documents and sends them to each contractor.
Determine the bidding strategy and prepare the bid: The contractor will discuss the overall bidding strategy and prepare the bid based on participation in inspections, pre-bid meetings, and reading supplementary documents. The bid includes: bid application, construction technical plan, quotation, and others.
Submit bids and accept bids: Submit bids to the bidding agency, the bidding agency accepts the bids and marks the bidding time
Bid opening meeting: The bidding agency organizes a bid opening meeting. Under the supervision of the bidding agency and the notary office, the bid documents submitted by the contractor are opened. Our engineering department and cost department announce the minimum bid at the bidding opening meeting. Determine the valid range of the bid base; if the guaranteed prices of all bidders exceed the bid base by too much, the developer can declare it invalid and organize another bidding process
Questioning and answering: The bidding agency raises questions after reading the contractor's bid, and makes a document and sends it to the contractor. The contractor will provide answers to questions after receiving the documents, either orally or in writing without special instructions.
Propose bid evaluation opinions: The cost department of the company's engineering department evaluates the bids submitted by the contractor, and after the evaluation, a written opinion letter is formed to provide opinions to the contractor.
Bid evaluation report: The bid evaluation agency holds a discussion meeting based on the bid evaluation opinions, comprehensively evaluates the contractor's bid price, design plan, and credit performance, and initially confirms the winning bidder.
Bid award negotiation and bid award: The bidding agency and the contractor negotiate on the bid award issue, and the contractor confirms acceptance of the winning bid. The bidding agency finally determines the winning bidder
The fourth stage: Negotiation and signing of the winning contract
Issue and accept the bid winning notice: the bidding agency formally sends the bid winning notice to the original bidder; the contractor receives the bid winning notice
Apply for a performance bond: The contractor accepts the bid winning notice and applies for a performance bond according to the requirements in the notice and sends it to Party A.
Contract negotiation: Party A and Party B negotiate the terms of the contract after winning the bid. With unanimous agreement, both parties will confirm and prepare a formal contract.
Notify the unit that did not win the bid: The bidding agency sends a notice to the unit that did not win the bid.
Approval, approval and signature: Party A’s contract shall be approved by the engineering director and approved by Party A’s general manager; the contract after Party A’s approval shall be signed by Party B’s representative
Real estate project bidding management practice
Bidding procedures
There are several prerequisites for developers to apply for bidding: ① The project construction is included in the annual construction plan; ② The developer has obtained the land use rights; ③ Obtained the construction land license and construction project planning license; ④ Completed the demolition and resettlement work; ⑤ Construction site It has the construction conditions of “three connections and one leveling” or “seven connections and one leveling”; ⑥ The main funding materials have been implemented
The composition of the bidding documents: ① Bidding instructions; ② Contract conditions; ③ Technical specifications; ④ Bidding documents
Enterprise bidding and quotation strategies: ① When the enterprise's tasks are not full, the quotation can be appropriately reduced; when the tasks are full. The quotation can be too high; ② The quotation for general housing construction should be low, and the quotation for special projects can be increased appropriately; ③ When there is more competition, it should be lower, and when there is less competition, it should be higher; ④ When the construction period is short and the risks are small, the quotation should be low, and when the risks are high and the construction period is long, it should be high;
Unbalanced quotation plan in bidding techniques: without affecting the overall bid level, increase the quotation of some sub-items while reducing the quotation of other parts.
① For projects that can be collected early, the unit price can be set higher, and some costs can be allocated to the early project price to facilitate capital turnover; later projects (decoration, electrical, etc.) can be appropriately lowered.
② If the project volume is expected to increase in the future, the quotation will be increased; otherwise, the quotation will be reduced.
③ Increase the quotation for projects that are expected to be modified in the future
④ The control range is generally around 10% to avoid invalidation of the standard
Participation requirements for all parties
Whether the bidding project meets the conditions and whether the approval procedures and approvals have been completed
Whether the tenderer has relevant qualifications and conditions
Whether the bidder has relevant qualifications and conditions
Can the successful bidder successfully complete the follow-up work?
Real estate project positioning
Real estate project positioning guide
Eight principles of positioning
Principle of adaptability: adapt to economic development; adapt to local levels
Principle of consistency: consistent with corporate development strategy
Economic principle: products have high cost performance; maximize benefits;
Feasibility principles: technical feasibility and brokerage feasibility
Audience-oriented principle: grasp consumer psychology
Principle of differentiation: differentiate from other competitive brands
Personalization principle: Personality meets the value needs of consumers
Dynamic adjustment principle: adapt to changing circumstances
Three major characteristics of positioning
Forward-looking: Overdue and position the situation in the next few years. After all, it takes a long time to develop
Regional: different natural environment, economic environment, and cultural environment
Broadness: involving all aspects
Four shortcomings in positioning
Market positioning entities are biased
Insufficient innovation in differentiated positioning
One-sided emphasis on conceptual positioning
Target customers are unclear
Six ways to position
Avoid positioning: seize the blank market
Confrontation positioning: Positioning near competitors
Cost-effectiveness positioning: Positioning based on quality and price
Attribute positioning: such as real estate project quality, interior design, high quality and low price, etc.
Segmentation and positioning: specializing in villas
Composite positioning: education, sports, and tourism projects
Real estate project positioning steps
Market Environment Analysis
Analyze content
Economic environment: customer income, loans, prices, savings
Policy environment: land policy, urban regional planning
Competitive environment: city and regional price distribution rules, development scale, customer sources, market supply, potential demand
Analytical method
market research method
SWOT analysis
Customer positioning
Customer positioning criteria
Accurately select the target market: the customer segment must be large enough, otherwise the customer base will not be enough to support the profit required by the company
Differentiated value positioning: Different customers have different values for the project; for example, multiple home purchases or old customers constantly introducing new customers, these customers must be differentiated and segmented
Customize the operation process based on customer positioning: After segmentation, you need to seize the customer characteristics and cater to their preferences.
Customer positioning steps
① Segment target customer groups: geographical factors (region, orientation, floors, supporting facilities); demographic factors (age, size, structure, income, home ownership, education level); psychological factors (social class, lifestyle, personality); behavioral factors (timing, pursuit of interests,)
② Select the target customer group; after segmentation, carry out value segmentation to distinguish high-value and low-value customers, and focus on targeting high-value customers based on "20% of customer points generate 80% of profits"
③ Locate the target customer group: Which groups of people to ultimately target, what are their characteristics, and how to find them
Overall product positioning
Floor area ratio configuration
Relationship with space: In areas with a strong commercial atmosphere, the value of the store on the first floor may be several times that of the higher floors, so the building area should be allocated to the lower floors as much as possible; conversely, increase the number of floors
Relationship to construction costs: the higher the height, the higher the cost
Relationship with the construction period: Two 10-story buildings and one 20-story building. The construction period of the former is much shorter than that of the latter. The construction period directly affects the investment recovery speed and business risks.
Relationship with market acceptance: some areas do not accept high floors
Relationship with the condition of surrounding buildings: If the surrounding areas are relatively short, you can consider building higher to make it a landmark building; if you build it all around, you can consider the spacing between buildings, etc.
Positioning of four types of public facilities
Public facilities with a value-preserving effect: spacious doors, walkways
Public facilities of a practical nature: parking spaces, gyms, swimming pools
Public facilities with revenue opportunities: underground businesses, parking spaces
Public facilities that improve the environment: green spaces, gardens
Product Positioning
Seven contents: product grade, project environment, general layout, architecture, landscape, intelligence, and property management
Price positioning
Price positioning process: evaluate internal and external factors, collect pricing information, factors affecting the average unit price of real estate, determine the average unit price of each building in each phase, evaluate vertical price differences between floors, determine horizontal price differences, and adjust price deviations
Overall pricing strategy: low price strategy (generally aiming to increase market share); high price strategy (to make huge profits in the short term); medium price target (a more stable area of the market)
Price avoidance: price avoidance, price waiting
Product planning and design
Product planning and design management
Product planning content
Overall function and styling planning
Configuration of various facilities
planning and design strategies
Planning is consistent with target market
Taking into account the needs of actual sales
Comply and guide consumers
Five stages of product planning and design
Start-up phase: land selection, real estate market survey, home buyer psychological analysis, development project market positioning
Design stage: product design, procurement design
Project planning stage
Project construction stage
closing stage
Four key points in product planning, design and management
Prepare design brief
Pay attention to design process control
Check design results
Control design changes