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A workstation plan for the temporary BIM user.
A practical checklist for principals, BIM leads and project managers.

Start with the work
Define the assignment
Record the expected start date, project term and the person responsible for accepting the setup.
Identify the applications
List application names, exact versions, plug-ins and any peripherals the user relies on.
Describe representative tasks
Choose ordinary modelling, navigation, coordination and document tasks—not only the easiest demonstration.
Count simultaneous users
Separate the total number of people from the number who need access at the same time.
Prepare the handover
Map the file path
Identify customer-approved project storage, permissions, model collaboration and local caches. Do not move client data without approval.
Confirm the endpoint
Review the laptop or desktop, displays, network connection and required input devices.
Record ownership
Identify who supplies application entitlements, creates accounts and provides each part of support.
Agree the project end
Record export, access revocation, retention and deletion responsibilities before the user starts.
Before deciding
Bring the application list, user count, timeline and a description of the current setup to the first discussion. No model files are needed.