Download the free ISO 19650 PDF below: the whole information management workflow on one page. It maps the 8 steps of ISO 19650-2, from assessment and need to project close-out, who does each one (the client, the lead appointed party and the task teams) and the documents each step needs, from the OIR and EIR to the BEP and MIDP.
ISO 19650 PDF workflow: free download (updated for 2026)
ISO 19650 PDF download link
(opens in a new tab)Download the ISO 19650 PDF (opens in a new tab) (one page, 470 KB). Prefer the first edition? Here is the original 2021 ISO 19650 PDF (opens in a new tab) (570 KB).
This simple ISO 19650 PDF workflow diagram explains the "actors" (the client or appointing party, the lead appointed party such as the architect or main contractor, and their task teams), the steps (like tender and appointment) and the documents (like the AIR - asset information requirements, the EIR - exchange information requirements, and the BEP - BIM execution plan) involved in information management in accordance with ISO 19650.
It's our plain-English map of the standard, not the standard itself: ISO 19650 is published by ISO and sold through national standards bodies (more on that in the questions below).
Inside the Plannerly app you'll find simple templates for each supporting document ISO 19650 asks for. See how to open the ISO 19650 templates, or scroll down to download the step images and watch six short videos on this information management workflow.
High-resolution ISO 19650 workflow image (PNG format)
Building a slide or printing it for the wall? Here's the same diagram as a high-resolution PNG. Open the full-size PNG and save it.
The ISO 19650 PDF workflow, step by step
The ISO 19650 workflow includes these 8 steps (clauses 5.1 to 5.8 of ISO 19650-2):
- Assessment and need
- Invitation to tender
- Tender response
- Appointment
- Mobilisation
- Collaborative production of information
- Information model delivery
- Project close-out
For each step, certain documents are required (as shown in the diagram). Below is what happens at each one, the free lesson that teaches it, and the template or slides to take away. The lessons come from our free Level 3 ISO 19650 Expert course and open without logging in.
1. Assessment and need
The appointing party (the client) appoints someone to run information management, then sets out what it needs to know: its organisational information requirements (OIR), project information requirements (PIR) and asset information requirements (AIR). It also fixes the project's information standard, production methods, common data environment (CDE) and information protocol.
- Free lessons: Assessment and need and invitation to tender, OIR, PIR, AIR
- Free slides: OIR explained (PDF) (opens in a new tab), PIR explained (PDF) (opens in a new tab), AIR explained (PDF) (opens in a new tab)
- Step-by-step guide: Write OIR, AIR and EIR your supply chain can check against
2. Invitation to tender
The client turns its requirements into exchange information requirements (EIR), gathers the reference information and shared resources bidders will need, decides how tenders will be judged, and issues the invitation to tender.
- Free lesson: EIR - exchange information requirements
- Free slides: EIR explained (PDF) (opens in a new tab), Assessment, need and invitation to tender (PDF) (opens in a new tab)
- Templates: the ISO 19650 EIR, OIR and AIR templates
3. Tender response
Each prospective lead appointed party names its information manager, writes a pre-appointment BIM execution plan (BEP), assesses its task teams' capability and capacity, and adds a mobilisation plan and a risk register to its tender. In Plannerly, each bidder joins with a role and permissions that decide what it sees, so competing teams never see each other's answers (how roles and permissions work).
- Free lessons: Tender response tasks, Pre-appointment BEP, Mobilisation planning, Managing a risk register
- Template: BIM execution plan (BEP) template, or start free and use the BEP template in Plannerly
- Free slides: Tender response (PDF) (opens in a new tab), Pre-appointment BEP (PDF) (opens in a new tab), Risk register (PDF) (opens in a new tab)
4. Appointment
The client appoints the lead appointed party. Together they confirm the BEP and the detailed responsibility matrix, the lead appointed party sets its own EIR for each task team, and every task information delivery plan (TIDP) rolls up into the master information delivery plan (MIDP). Then the appointment documents, including the information protocol, are signed.
- Free lessons: Appointment tasks, The delivery team's BEP, The detailed responsibility matrix, The MIDP and TIDPs, The information protocol and e-signed contract
- Templates and examples: MIDP and TIDP explained, RACI and responsibility matrix examples, the post-appointment BEP template
- Free slides: Appointment (PDF) (opens in a new tab), MIDP (PDF) (opens in a new tab), Responsibility matrix (PDF) (opens in a new tab), Post-appointment BEP (PDF) (opens in a new tab), Information protocol (PDF) (opens in a new tab)
- Step-by-step guide: Run the MIDP without chasing task teams, Agree the RACI and per-team contracts
5. Mobilisation
The delivery team gets its people, software and hardware ready, sets up and tests the CDE, and tries out the agreed production methods (file naming, status codes, federation) before the real work starts.
- Free lessons: Mobilising resources, testing tech and verifying methods, Federation strategy and the CDE
- Reference: ISO 19650 naming convention, ISO 19650 status codes
- Free slides: Mobilisation plan (PDF) (opens in a new tab), Mobilisation and production (PDF) (opens in a new tab)
6. Collaborative production of information
Task teams produce their models and documents, check them against the information standard, and move them through the CDE (work in progress, shared, published). The lead appointed party reviews the federated information model as it grows.
- Free lessons: openBIM principles and tools, Model checking intro
- Free slides: Collaborative production (PDF) (opens in a new tab), openBIM and buildingSMART standards (PDF) (opens in a new tab)
- Step-by-step guide: Check every model against the requirements, with IDS
7. Information model delivery
The lead appointed party authorises the information model and submits it. The client reviews it against its requirements and accepts it, or sends it back with what's missing.
- Free lesson: Information verification, project tracking, compliance and lessons learned
- Free slides: Tracking and compliance (PDF) (opens in a new tab)
8. Project close-out
The client archives the project information model (much of it carries on into the asset information model) and everyone records the lessons learned for the next project.
- Free lesson: ISO 19650 course summary
- Free slides: Lesson summary (PDF) (opens in a new tab), every ISO 19650 course slide in one ZIP (30 MB)
Want all of it in one go? The free Level 3 ISO 19650 Expert course walks through every step with a certificate at the end, Learn ISO 19650 gathers the slides and videos on one page, and all our free courses are listed together.
Is this ISO 19650 PDF still current in 2026?
Yes. The diagram follows the eight steps of ISO 19650-2:2018, and the 2018 editions of Parts 1 and 2 are still the ones in force. Here is where every part of the series stands (checked October 2026):
| Part | What it covers | Current edition |
|---|---|---|
| ISO 19650-1 | Concepts and principles | 2018 (revision in draft) |
| ISO 19650-2 | Delivery phase of the assets - the workflow in this PDF | 2018 (revision in draft) |
| ISO 19650-3 | Operational phase of the assets | 2020 (revision in draft) |
| ISO 19650-4 | Information exchange | 2022 |
| ISO 19650-5 | Security-minded approach to information management | 2020 |
| ISO 19650-6 | Health and safety information | 2025 (first edition, January 2025) |
What's changing: draft revisions of Parts 1 and 2 went out for public comment in March 2026, and a draft of Part 3 followed. They propose one whole-life process of nine steps in place of the separate eight-step processes for delivery and operation. Nothing changes until the new editions are published: until then, projects and certification audits work to the current editions and the eight steps in this diagram. What the proposed revisions change, and links to every part of ISO 19650.
6 short videos explaining the ISO 19650 appointment workflow
In the following six short videos, we describe the ISO 19650 workflow and share how to use the main documents to become ISO 19650 compliant.
ISO 19650 workflow steps explained (video 1 of 6)
The very first step in the workflow is for the owner, client or appointing party to appoint someone to be the information manager.
The information manager is responsible for creating the group of documents that sum up the project's exchange information requirements (EIR). The EIR become part of the invitation to tender (the bidding process and its bid documents).
Prospective lead appointed parties (the bidders) then respond, inside Plannerly, by answering questions and completing a pre-appointment BIM execution plan (pre-BEP) and a mobilisation plan.
They do this with input from the potential task teams in their own supply chain.
Then the appointing party (the client) reviews the answers and the capability and capacity of each team, and appoints a lead appointed party (or parties).
For the appointment, a responsibility matrix, a master information delivery plan (MIDP) - the sum of the task teams' task information delivery plans (TIDPs) - and a few other documents are created (see the appointment step).
The teams then follow the mobilisation plan, checking their systems, and go on to produce the information deliverables for each project stage or milestone.
Plannerly supports every one of these steps with ISO 19650 templates, to keep it as simple as possible.
The next five videos describe these steps in more detail.
Invitation to tender (video 2 of 6)
To start the invitation to tender, the appointing party (the client) gathers its requirements so bidders know what is needed.
These are its organisational information requirements (OIR), project information requirements (PIR) and asset information requirements (AIR).
Together they produce the appointing party's exchange information requirements (EIR).
The EIR then has to reach the right project teams, in the right way.
That gets hard when it's spread across separate documents, PDFs and emails.
In Plannerly it all happens in one place, with the teams brought into the tender process directly, so you know the right team sees the right documents. Even each section of a document can be controlled with the ISO 19650 "work in progress" (WIP), shared and published statuses.
Tender response (video 3 of 6)
After the invitation to tender, each prospective team uses Plannerly to answer the questions and share its tender response.
Several teams can work on their responses at the same time without seeing each other in the platform: each team's role and permissions decide what it can see (a Prospective member, for example, sees only what's assigned to it).
That's a big improvement on sending static PDFs back and forth.
Prospective teams can ask questions in the app, right on the requirement they're about, which keeps each conversation together and focused.
With the templates, the project requirements and the tender feedback in one online platform, the tender takes far less back-and-forth and wastes less time.
Appointment (video 4 of 6)
In the ISO 19650 appointment (contracting) step, the appointing party (the client) selects the lead appointed party, who then establishes the responsibility matrix, the task information delivery plans (TIDPs) and the master information delivery plan (MIDP).
In the Plannerly Scope module teams can see the project milestones and BIM uses, the elements, the documents and the level of information need for each, following BS EN 17412-1:2020 (now published as EN ISO 7817-1).
Having all of this in one database is great, and Plannerly can also combine the BIM execution plan with each filtered set of appointment documents, one appointment at a time.
You can even create a PDF contract and e-sign it in a few clicks in Plannerly.
Mobilisation and production of information (video 5 of 6)
Once the BIM and information management appointments (contracts) are agreed, every team is clearer on what it has to deliver.
Now the lead appointed party mobilises the team, tests the systems (like setting up the CDE - common data environment) and makes sure nothing blocks its delivery teams (the task teams).
As delivery starts, each team filters the scope for its own responsibilities and updates progress there, without emailing the lead appointed party.
Then a checker can verify the level of information need.
With clear, structured requirements, the 3D model deliverables, the documents and all the information attached to them can be checked automatically.
Plannerly opens over 60 model file formats (including IFC, Revit, Navisworks and SketchUp) and connects to BIM 360 and ACC, the Autodesk Construction Cloud.
Linking each requirement to its deliverable, and checking it in the same workflow, saves BIM teams a lot of time.
ISO 19650 workflow summary (video 6 of 6)
The ISO 19650 workflow helps the appointing party (the client) define its BIM, project and information requirements and turn them into contract documents in a structured way.
Teams respond to those requirements, one is selected (the appointment), and then the teams deliver on their responsibilities.
Sounds so simple.
The ISO 19650 PDF helps you explain a complex workflow to others, and we try to make your implementation simpler still with a full set of ISO 19650 templates, shaped by BIM teams from around the world.
These ISO 19650 templates can also be localised if you'd like to see them in your own language.
There are lots of tools for creating, analysing and using BIM models. Plannerly is the one for running the information management process around them - see it at plannerly.com.
As well as the videos and the main workflow, the other ISO 19650 resources below are worth a look.
High-resolution ISO 19650 workflow images for each step
Below, you can download individual images for each step in the workflow diagram. They're handy for presentations that explain the ISO 19650 workflow in simple steps to others in your organisation. Move through them one at a time, then save the ones you need from the links underneath.
