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BIM Execution Plan (BEP): 16-Point Checklist and Template

Bryan

Updated 7 min read

BIM BEP Guide with steps explained

A BIM execution plan (BEP) is the document that sets out how a project team will use BIM and manage information: who does what, to which standards, with which software, delivering what and by when. Under ISO 19650 it's the delivery team's answer to the client's information requirements. Here's what goes in one, and how to write it.

If you're looking for a detailed guide to BIM Execution Planning (the BEP), you've come to the right place! I'll cover what a BEP is and why it's critical to your project, how to create a successful BEP and helpful templates and resources, whether you're just getting started with BIM or improving your current execution planning.

1. Why Do We Need Better Planning On "BIM Projects"?

I believe every project should use BIM (Building Information Modeling) in its processes, but hey, not everyone is perfect...

So let me briefly define the difference between a BIM project and a non-BIM project, and how it drives the need for a solid BIM plan.

Teams on BIM projects are usually more eager to improve processes and more willing to put in the extra work to learn new tech.

In general BIM teams tend to be more proactive about process improvement, and that means more effort earlier in the project.

BIM Projects (using a BEP) versus non-BIM projects
The effort required for a BIM project vs. a traditionally delivered project.

It also shows the impact and cost of making changes as a project develops.

Essentially, making changes sooner is better and cheaper, and that's exactly what BIM can help with!

The point: more effort at the start of the project needs better, earlier planning.

That's where the BIM Execution Plan comes in!

2. What Is A BIM Execution Plan?

A BIM Execution Plan is a document that outlines how a project team will use BIM workflows, tools and techniques to achieve the desired project outcomes. BEP simply stands for BIM execution plan.

It includes details such as the roles and responsibilities of those involved, the timeline for the project and the deliverables that will be produced.

It can also cover the BIM quality management system to be used and the software and hardware that will be required.

Under ISO 19650 there are two BEPs. Each bidding team writes a pre-appointment BEP with its tender, answering the client's exchange information requirements (EIR). The appointed team then develops it into the post-appointment BEP (the delivery team's BEP), agreed with the client and every task team. Learn both in free lessons: the pre-appointment BEP and the delivery team's BEP.

Working internationally? The same document goes by other names: BxP or PxP in the US, BAP in Germany, PEB in Spain and PGI in Italy - here are the BEP's names around the world.

3. Why Do We Need A BIM Execution Plan?

In short, a BIM execution plan is an essential tool for any BIM project because it helps us set clear goals and coordinate every part of the project.

It should answer critical questions such as "What BIM software will be used on the project?" and "Who is responsible for what tasks?".

It makes sure everyone on the project knows the BIM goals and objectives.

The sooner you start working on a design or construction project execution plan, the better.

Don't worry - I'll show you exactly what should go into your BIM Execution Plan and where to get some of the best BIM Execution Planning templates.

Now that we know why we need one, let's talk about what goes in one!

4. What Is Included In A BEP? (16 Point Checklist)

Here's a 16 point list of the main things to include in your BIM Execution Plan:

  1. A brief introduction to the project
  2. The BIM/model uses - what the BIM/modelling will be used for
  3. The roles and responsibilities of those involved
  4. What success for BIM looks like on the project
  5. Any Key Performance Indicators (KPIs) that will be used
  6. Important project milestones
  7. The deliverables that must be produced
  8. The software and hardware that will be required
  9. The technology budget/plans for the project
  10. Standards to be followed (for example, the BIM Forum LOD Spec or ISO 19650 Level of Information Need)
  11. Process maps to help describe workflows
  12. The training requirements for teams to get the best out of BIM
  13. The risks and opportunities associated with using BIM on the project
  14. The timeline for the project
  15. The BIM quality management processes to be used
  16. Contract terms

On an ISO 19650 project, also make sure your BEP covers: the information delivery and federation strategy, the responsibility matrix, the level of information need for each deliverable, the information standard and production methods (file naming and status codes), the common data environment (CDE), and how the TIDPs and MIDP will be kept up to date.

5. How To Create A BIM Execution Plan

Now that we know what goes into a BEP, let's talk about how to create one.

There's no one-size-fits-all BIM Execution Plan, as every project is unique and has different requirements. However, there are some general steps you can follow when creating your BEP.

Some tips for creating a BEP

Here's a suggested process for creating a BIM Execution Plan:

  1. Start by gathering information about the project, such as the scope of work, the schedule and the budget (on an ISO 19650 project, start from the client's EIR)
  2. Then develop a list of key objectives for the project
  3. Next, identify how BIM can help meet those objectives
  4. Agree the roles and responsibilities of those involved
  5. Then determine the deliverables that need to be produced
  6. Then select which software will be used
  7. After that, create a timeline for the project and identify any milestones
  8. Finally, develop a quality management plan and contract terms

Once you have all this information, you can start to put your BIM Execution Plan together.

Remember to tailor the plan to the specific needs of your project, and include all the relevant stakeholders in the planning process.

6. BIM Project Execution Plan Templates

You'll find plenty of good templates online as a starting point - you could use the Penn State BIM Execution Plan template or the CDBB templates. Plannerly also has hundreds of online BIM Execution Plan template sections, including a free ISO 19650 BEP template with pre- and post-appointment sections:

Using a BEP BIM Execution Plan example template
Selecting a BIM Execution Plan (BEP) template inside Plannerly

More than 100,000 teams in over 100 countries use Plannerly and its Plannerly templates - pretty cool.

They can also be dragged and dropped to create your own customised documents quickly:

Dragging BIM Execution Plan template sections into a BEP
Drag and drop BEP sections from templates

Here's a video of Clive Jordan (a Plannerly co-founder) showing how simple it is to use the templates to create an example BIM Execution Plan:

Building a BIM Execution Plan

Want to try it yourself? Start free and open the ISO 19650 BEP template, or learn the basics first in the free lessons on creating professional documents like the EIR, PIR and BEP and bringing in an existing BEP from Word. Prefer slides? Download the free pre-appointment BEP (PDF) (opens in a new tab) and post-appointment BEP (PDF) (opens in a new tab) slides.

7. How To Implement A BIM Execution Plan

The benefits of having a BIM Execution Plan in place are many; however, BEPs are not easy to develop or implement.

Indeed, even the most comprehensive BEPs are often ignored entirely.

Just creating a document called a BIM Execution Plan is not enough. A BEP is not a check box.

These documents are often ignored because they're written in a silo in Word, turned into a PDF and sent in an email.

There is no collaboration, so there is no buy-in from the crucial teams involved.

To implement it well, you need a collaborative process!

The ISO 19650 standards use an approval process with these statuses:

  • Work In Progress
  • Shared
  • Published
  • (and Archived)

Inside Plannerly, you can use these so that permission-based access and authorisations are in place, and teams collaborate on the best BEP possible with buy-in. Each section can have its own owner - see the free lesson on assigning document responsibilities.

Updating the BEP from Work In Progress to Shared and then to Published (and authorized for use)
As teams approve the BEP, it moves from Work In Progress to Shared, then to Published (authorised for use).

Then make it binding: export the agreed BEP as a PDF and get it e-signed with the appointment - here's how to export PDF documents and e-signed contracts.

Conclusion

So there you have it! Almost everything you need to know about BIM Execution Plans!

I hope my steps to create a BEP, the template suggestions and the tips for effective implementation are useful.

Plannerly can be used to create all project documents and scopes and to manage the schedule, and it's a great tool for its ease of use and the way it encourages collaboration among project stakeholders. Teams are constantly adding new content, and the developers keep adding features to make BEP creation even more straightforward.

Some of the key advantages of using Plannerly are:

  • The tools are easy to use
  • It's flexible and configurable
  • The user interface is intuitive
  • There are so many free templates
  • It encourages collaboration and information sharing
  • It helps to ensure that everyone is on the same page

So if you're looking for the best way to create BEPs quickly, look no further than Plannerly - here's how to write the BEP step by step, and you can join free too!

I blog for the Five BIM Bloggers series, and there's plenty more on the Plannerly BIM blog.

Frequently asked

BIM execution plan questions, answered

What Is A BIM Execution Plan?
A BIM Execution Plan (BEP) is a document that outlines how a BIM project will be executed, managed and delivered. It makes sure all stakeholders are on the same page from the start and that everyone understands their roles and responsibilities. It should also set a clear timeline for deliverables and milestones, with checkpoints for BIM quality assurance. With a detailed BEP in place, you avoid many of the common pitfalls of delivering BIM projects.
How Do You Make A BIM Execution Plan?
Start by gathering information about the project, such as the scope of work, the schedule and the budget (and, on an ISO 19650 project, the client's EIR). Then list the key objectives, identify how BIM can help meet them, agree the roles and responsibilities, determine the deliverables, select the software, set a timeline with milestones, and finally develop a BIM quality management plan and contract terms.
BIM BEP Examples
While it may be tempting just to wing it, a well-thought-out BEP saves a lot of time and headaches. The quickest way to see a good example is to open one: Plannerly's free ISO 19650 BEP template has every section ISO 19650 expects already structured, so you can follow it rather than start from a blank page.
Why Is A BIM Execution Plan Important?
A BIM execution plan provides a framework for coordinating all the people, processes and tools involved in a BIM project. It makes sure everyone understands their roles and responsibilities and knows what BIM success looks like on the project. A BEP is also the first step to avoiding costly, time-consuming mistakes during construction.
What does BEP stand for in BIM?
BEP stands for BIM execution plan. In the US you'll also see BxP, BIMxP or PxP; in Germany BAP; in Spain and Portugal PEB; and in Italy PGI. They all mean the same document. The BEP's names around the world, and 50 more BIM acronyms.
What's the difference between a pre-appointment and a post-appointment BEP?
Under ISO 19650-2, the pre-appointment BEP is written by each bidding team and sent with its tender, to show how it would meet the client's EIR. The post-appointment BEP (the delivery team's BEP) is the winning team's developed, agreed plan, confirmed with the client and every task team. Free lesson: the pre-appointment BEP.
Who writes the BIM execution plan?
The lead appointed party - usually its information manager or BIM manager - with input from every task team. The client sets the requirements the BEP must answer and agrees the final plan. How a BIM coordinator helps.
What's the difference between the EIR and the BEP?
The EIR (exchange information requirements) is the client's list of what information it needs, when and in what form. The BEP is the delivery team's answer: how it will meet those requirements, who does what, and with which tools and standards. Turn the EIR into a BEP.
Is there a BIM execution plan template for ISO 19650?
Yes. Plannerly's free BEP template follows ISO 19650 with pre- and post-appointment sections. Open it in a free account, fill it in with your team, then export it as a PDF to send with the tender or the appointment.

How to survive as a BIM Manager

Surviving the RACI

Accountable. Agreed. Evidenced. Who owns it, who agreed to it, and the evidence they delivered. The responsibility matrix taken out of the BEP appendix and put on the work itself - assigned, agreed in per-team contracts and tracked - live in Plannerly.

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RACI Survival Kit: a starter project and the ISO 19650 responsibility matrix PDFs

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Stop emailing BEPs nobody reads: agree it in one place

Start from the ISO 19650 BEP template, give each section an owner and get every team to agree it. Free plan, no card.

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