top of page
Heather Bemis facilitating a SWAP meeting

Our Process

With transparency as the cornerstone of our practice, SWAP Integration leads a project team through a collaborative planning process to create an efficient flow of work.


Our SWAP (Strategic Workflow Action Planning) process kicks-off with an in-depth discussion of your project including a milestone summary schedule that outlines phases and the anticipated timeline. If you already have a project  schedule, we will provide a quick analysis of your schedule to determine the number of Milestone SWAP Meets and Weekly Management involvement.


If you don't have a project schedule quite yet, no problem! Based on years of experience and industry knowledge, we will work with you to establish a schedule that is just right for your project and then provide our SWAP analysis of that schedule. We will then handcraft a proposal of our services, specific to your project, for your review and approval. At a minimum, we will include a Visioning SWAP Meet, a Milestone SWAP Meet(s), and Weekly Management. We have found this to be the perfect recipe for project success.

icon of an eye with a gear in the middle


A VISIONING SWAP MEET is the first collaborative planning session of a project. This session provides a birds-eye view of the overall process.
We evaluate the full project schedule and establish a logical organization of milestones while keeping a pulse on the project goals and expectations.
During this session, we will identify potential obstacles or areas of concern, indicate key meetings, and forecast known critical path items.
icon of a meeting


A SWAP MEET is a milestone-driven, collaborative planning session that works to improve the flow of work through a project.
During this session, with all of the collaborative minds in the room, we establish an efficient sequence of action items (work to be completed), using predictive planning, in an effort to enable more reliable production during the project.
Through open communication and transparency, we will build team consensus and give the Owner and Project Team the confidence to lean into the sequence.
Icon of an email


WEEKLY MANAGEMENT is critical to the success of a project because they manage accountability, communication, and transparency.
Weekly check-ins look back at the previous week of work and if a task was not completed we strive to understand why before adjusting the schedule and planning out the next two weeks of work. We then perform a two week look ahead to ensure the proper meetings have been scheduled and the right people invited.
We create a living, breathing schedule for your team that responds to real-life scenarios in real-time without sacrificing your effectiveness or your timeline.
SWAP Workflow Arrow.png

Wondering if SWAP Integration is right for your team?

We specialize in Strategic Workflow Action Planning for architecture, engineering, construction (AEC); commercial real estate (CRE); owners; owners representatives, general contractors (design-build, CMGC, CMAR, pre-construction); and developers Industries.


Our process has been customized for the design phase of any building project across all market types. Our integrated scheduling services have helped design teams across all disciplines meet their project milestones efficiently and effectively without working weekends and caffeine fueled all-nighters.

mock-up of the SWAP PM platform on a laptop

Manage your projects
to life with SWAP PM

In addition to our consulting services, SWAP Integration has developed a cloud-based, subscription-based proprietary project management platform that dynamically converts your manual wall pull plan into a virtual tracking system that your entire team can access. With features like calendar integration, keyword searchable filtering, task reviews, and customized meetings types, your team can track their tasks in real-time from anywhere.

bottom of page