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Free webinar series

How to survive as a BIM Manager

You're the one chasing every team for files, dates and signatures. Each episode takes one of those jobs - the MIDP, the RACI, information requirements, the CDEs, model checking - and fixes it live in Plannerly in about 45 minutes. Every replay is here, with chapters and a free survival kit.

Start with Episode 1 See the next live webinar

Free to watch. Each episode comes with a free survival kit.

How to survive as a BIM Manager · Episode 1

Surviving the MIDP

Define. Agree. Relax. Your MIDP shouldn't live in a spreadsheet that dies in week three. We build one live in Plannerly, start to finish - defined, agreed, signed and tracked - with the first public look at CDE Connect.

Chapters

  1. Welcome - where is everyone joining from?00:00
  2. Sneak peek: CDE Connect and the new File Manager02:16
  3. The job nobody signed up for03:10
  4. What ISO 19650 actually asks for03:35
  5. Why the MIDP spreadsheet always dies04:44
  6. The four steps07:37
  7. Live build - starting from an empty project09:50
  8. Paste your list, get every file11:50
  9. Automatic file naming16:30
  10. SmartFolder sets18:33
  11. Build Scope - planning the deliveries21:15
  12. Teams, owners and assignment23:41
  13. Timeline, dependencies and critical path25:10
  14. RACI and multi-party assignment26:56
  15. Agreeing it on the record27:38
  16. The contract document28:20
  17. E-signatures30:14
  18. CDE Connect - why "common" data environments aren't32:23
  19. Connecting and syncing your CDEs33:32
  20. Mapping folders and keeping files in step38:30
  21. Dashboards that build themselves41:05
  22. Recap - stop chasing, start managing44:45
  23. Next time: Surviving the RACI45:36
  24. Thanks and close47:02
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MIDP Survival Kit: a starter project, the slides and two ISO 19650 PDFs

Start your MIDP from the project Episode 1 built instead of a blank spreadsheet, with all its slides and two PDFs from our free ISO 19650 training: the MIDP step and the whole process on one page.

  • 1 starter project
  • 4 PDFs
  • Free

MIDP starter project

Episode 1's MIDP as a project of your own: task teams, milestones and deliverables in Scope, ready for you to paste in your own lists.

Open in Plannerly (opens in a new tab) Free account, no card needed.
PDF MIDP Survival Kit one-page guide.pdfDefine, agree, relax: the whole workflow on one page, to share with your team (opens in a new tab) PDF Episode 1 slides.pdfAll 25 slides: define what's required, agree it together, turn it into the contract and let the plan do the chasing (opens in a new tab) PDF ISO 19650 MIDP.pdfThe MIDP step of ISO 19650, from our free training (opens in a new tab) PDF ISO 19650 workflow diagram.pdfThe whole process on one page, so you can see where the MIDP sits (opens in a new tab)

How to survive as a BIM Manager · Episode 2

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.

Chapters

  1. Surviving the RACI00:00
  2. Why responsibility matrices stop working02:56
  3. From the MIDP to RACI responsibilities09:11
  4. Assigning roles and finding gaps12:58
  5. Reviewing documents and agreeing requirements18:20
  6. One-Click Contracts and electronic signatures25:42
  7. Tracking commitments, delivery and dashboards31:35
  8. Project assistant preview37:27
  9. Recap and the RACI Survival Kit40:51
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RACI Survival Kit: a starter project, the slides and the ISO 19650 responsibility matrix PDFs

Skip the blank RACI table. Start from the approach Episode 2 built, with all its slides and two PDFs from our free ISO 19650 training on who is responsible for what.

  • 1 starter project
  • 4 PDFs
  • Free

RACI starter project

Episode 2's approach as a project of your own: RACI roles on the Scope tasks, document sections ready to review and a contract per team, ready for your own task teams.

Open in Plannerly (opens in a new tab) Free account, no card needed.
PDF RACI Survival Kit one-page guide.pdfAccountable, agreed, evidenced: the whole workflow on one page, to share with your team (opens in a new tab) PDF Episode 2 slides.pdfAll 39 slides: who owns each piece of work, how it gets agreed and how delivery is evidenced (opens in a new tab) PDF ISO 19650 Detailed Responsibility Matrix.pdfWho produces each information container, when and to what level - the matrix behind every team's contract (opens in a new tab) PDF ISO 19650 Roles and Responsibilities.pdfThe appointing party, lead appointed party and task teams, and what ISO 19650 makes each responsible for (opens in a new tab)

How to survive as a BIM Manager · Episode 3

Surviving ISO 19650 Information Requirements with AI

Build it. Connect it. Just ask Javis. Most owners aren't sure what to ask for, and requirements copied from the last job create work nobody needs. Three ways into your project's information requirements - build on the Plannerly API, connect your own AI with Plannerly MCP, or just ask Javis - on one structure your supply chain can check against.

Chapters

  1. Three ways into your project: API, MCP and Javis00:00
  2. What if you could just talk it through?00:40
  3. The ISO 19650 principle: every deliverable traces to a requirement03:10
  4. Why information requirements go wrong03:38
  5. "Let's just use AI" - and why AI needs structure05:48
  6. What if your requirements were data?07:10
  7. The structure your requirements stand on08:24
  8. Part 1: Plannerly API - create an API key09:39
  9. Build a live dashboard from project data12:29
  10. More API uses: onboarding and project start-up13:28
  11. Part 2: What is MCP (Model Context Protocol)?14:33
  12. Live demo: Claude turns a client EIR into a pre-appointment BEP15:37
  13. Every BEP answer traced back to the EIR19:32
  14. Inviting teams and building the RACI matrix20:47
  15. Charts: who owns what, and what's still unassigned22:57
  16. Scope, milestones and geometry for each data drop23:38
  17. Information requirements per milestone, with checking rules25:55
  18. Recap: PDF in, structured project out28:48
  19. Q&A: getting stakeholders to adopt information management29:39
  20. Part 3: Just ask Javis30:28
  21. Live: "What responsibility gaps can you identify?"32:11
  22. Sourced answers - and we don't train on your data34:18
  23. Where Javis is going: requirements by conversation35:30
  24. Next episode: Surviving the seven CDEs37:36
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AI Survival Kit: the example project, the slides and the AI question list

Everything from Episode 3: the example project to explore and copy, all 32 slides, the 40 questions to ask Javis, Claude or ChatGPT, and the EIR explained.

  • 1 example project
  • 3 PDFs
  • Free

Information requirements example project

A requirements project to explore and copy: OIR and EIR documents in Docs and a structured requirements list in Scope, staged by milestone, each requirement with the rule that checks it.

Open in Plannerly (opens in a new tab) Free account, no card needed.
PDF Episode 3 slides.pdfAll 32 slides: the three ways in, the EIR-to-BEP demo and where Javis is going (opens in a new tab) PDF The AI question list.pdf40 questions to ask Javis, Claude or ChatGPT about your project (opens in a new tab) PDF ISO 19650 EIR explained.pdfExchange information requirements: what each appointed party must deliver, and when (opens in a new tab)

How to survive as a BIM Manager · Episode 4

Surviving the seven CDEs

Seven CDEs. One plan. Most projects run more than one common data environment, so the single source of truth quietly becomes several and you spend your week re-uploading. How to keep every CDE in step with the agreed plan, so delivered files check themselves off and the dashboards move on their own.

Chapters

  1. Seven CDEs. One plan.00:00
  2. What if every CDE just kept up?00:25
  3. What is a CDE, and how many is your project using?01:41
  4. The ISO 19650 idea: one source of truth02:55
  5. Same file, seven places: which one is the latest?03:24
  6. The eighth CDE: your desktop03:53
  7. So you become the courier04:19
  8. Where most project files end up05:17
  9. Three ways: one CDE for everyone, manage the gaps, or automate05:55
  10. Put your plan in the middle07:13
  11. What if your BEP filed itself?08:15
  12. Demo 1: Auto-Publish - approved here, filed there09:44
  13. Connect the client's SharePoint and set the condition12:21
  14. Create the combined document13:56
  15. Request signatures and sign15:30
  16. Approved, and it files itself in SharePoint16:46
  17. Demo 2: Auto-Collect - delivered there, filled here18:18
  18. Episode 1's MIDP: the files we're waiting for19:32
  19. Link the design team's Dropbox21:34
  20. Files land, requests fill, charts move23:06
  21. Reports that send themselves24:25
  22. Automatic file naming27:18
  23. Demo 3: Auto-Route - reviewed here, passed on28:23
  24. Suitability as the quality gate29:24
  25. Set S4 and it goes to Autodesk Forma31:34
  26. SmartFolders: see them all in one place32:28
  27. Your CDE Survival Kit, and what's next34:30
  28. The dashboards you can build35:24
  29. Recap: publish, collect, connect37:57
  30. Free training, and see you on 19 Nov38:24
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CDE Survival Kit: the starter project, the slides and the handout

Everything from Episode 4: a starter project with its file requests ready to fill, all 25 slides, and the CDE Connect handout with the three automations on one page.

  • 1 starter project
  • 2 PDFs
  • Free

CDE starter project

A project with task teams, milestones and named file requests in Scope, ready to connect to your CDE from File Manager.

Open in Plannerly (opens in a new tab) Free account, no card. File Manager features are free, and you can try the integrations.
PDF Episode 4 slides.pdfAll 25 slides: the seven CDEs, the three ways and the three demos (opens in a new tab) PDF CDE Connect handout.pdfThe whole episode on one page: three automations and how to set up your first (opens in a new tab)

Free live webinar · Episode 5

Surviving AI Model Checking

Agree it. Check it. Fix what failed. Everyone is talking about AI checking BIM models, but it only works if the model has something to be checked against. How to turn your information requirements into rules a model passes or fails, check every delivered model against them, and get each failure to the team that can fix it.

Nov19Thu

Free webinar on Zoom · 45 minutes · How to survive as a BIM Manager

Thursday 19 November 2026

10:00New York 15:00London 19:00Dubai

You'll leave with

  • Requirements a model either passes or fails
  • Every delivered model checked against them
  • Each failed check with the team that owns it

Fill this in to carry on.

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Free. One sign-up covers every episode this season, and the replay comes to you if you can't make it. We pass your name and email to Zoom to register you, and Zoom sends your link.

We'll also send the occasional useful email. Change how we email youDone
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Your Zoom link is on its way to your inbox. See you on Thursday 19 November 2026.

Go deeper

The job behind each episode, step by step, with templates

Run the MIDP

Episode 1's job: every deliverable named, agreed, signed for and tracked, without a spreadsheet to keep alive.

Episode 1

Agree the RACI

Episode 2's job: one accountable team for every deliverable, agreed in a contract each team signs.

Episode 2

Set the information requirements

Episode 3's job: requirements your supply chain can check its own work against.

Episode 3

Connect your CDE

Episode 4's job: every CDE on the project kept in step with the plan, so delivered files check themselves off.

Episode 4

Check models automatically

Episode 5's job: requirements a model either passes or fails, every delivered model checked against them, and each failure with the team that owns it.

Episode 5

MIDP template

Every task team's deliverables in one master information delivery plan: what, who, when and to what level, agreed and kept current.

TemplateFree PDFsEpisode 1

Responsibility matrix (RACI) template

One accountable team for every deliverable, agreed and signed, for the high-level and the detailed responsibility matrix.

TemplateFree PDFsEpisode 2

Questions

Questions about the series

Is the series free?
Yes. Every replay on this page is free to watch, and every survival kit is free to download. If you want to follow along in your own project, start free - the Free plan needs no card.
How long is each episode?
About 45 minutes, on one job. Every replay has chapters, so you can skip straight to the part you need - start with Episode 1 or jump to the job you're stuck with.
Do I need to watch them in order?
No. Each episode stands on its own. They do build on each other, though: the MIDP from Episode 1 comes back in the CDE and model checking episodes, so starting at the beginning helps.
Do I need Plannerly to watch?
No. Everything is built live in Plannerly, and if you want to try it yourself afterwards, the Free plan is enough to follow along. The free training teaches each module step by step.
What's in the survival kits?
Each kit has a starter project for the episode's job and free PDFs: the slides and the guides from the episode. You'll find each kit under its replay above, and every template has its own downloads.
Where can I get certified?
Take our free ISO 19650 courses: each one ends with its own certificate. Level 3, ISO 19650 Expert covers the MIDP, the responsibility matrix and the information requirements these episodes are built on, and the free training lists every course.
Is there a live webinar coming up?
Yes - we run free live webinars every other Thursday. Our live page always shows the next one, and upcoming events lists what's coming.

Do the job on your own project, not just watch it

Start free and follow along with any episode in your own project, with the lessons and setup guides for each step.

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