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What to Send a Remote Revit Modeler on Day One

Everything on this list fits in one email. Sending it up front is the single biggest thing a firm can do to make the first week productive instead of a back-and-forth.

Access

  • An invite to the project in your central model environment (ACC / BIM 360, or wherever the model actually lives)
  • Confirmation of which workset(s) I should use, if the project has more than one
  • A contact who can answer "who do I ask" questions in the first few days

Standards

  • Your Revit template, or the closest existing project I should match if there isn't a formal one
  • A sample sheet set from a finished or in-progress project, for sheet numbering, title block and general layout
  • Any written office standard for naming, line weights or family use — even an informal one

The project itself

  • The phase we're starting in (SD, DD, or CD) and what "done" looks like for that phase
  • Existing drawings, survey, or point cloud data if the project involves existing conditions — see documenting existing conditions without a site visit
  • Consultant backgrounds (structural, MEP) if coordination is part of the scope
  • Code or jurisdiction notes relevant to the project, so I know what to flag rather than assume

Logistics

  • Your preferred call day/time and how often you'll want a check-in
  • An NDA, if your firm uses one — I'm happy to sign before receiving files

That's the whole list. Most of it is things a firm already has on hand; the value is just sending it together instead of piecemeal over the first two weeks.

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