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How to Present Floor Plans to Clients: My Drawing and Presentation Process (4-Step Tutorial) — Transcript

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0:00When I create a floor plan, the first
0:01question I ask myself is what the
0:03drawing's actually for. Is it for
0:05contractor or internal team
0:07coordination? Is it a client
0:08presentation? The answer, of course,
0:10dictates the level of detail and the
0:12presentation quality [music] required.
0:13And for a client, this matters almost
0:15more than anywhere else because they're
0:17the ones you're trying to convince. The
0:19drawing needs to be compelling and
0:20readable. And I think the real challenge
0:22for architects and [music] interior
0:23designers is finding that balance.
0:25Showing enough to demonstrate progress
0:27without showing too much that it
0:29confuses [music] the person who's
0:30looking at it. In this video, I'm going
0:31to take a basic floor plan for whoever,
0:34a Tex-Mex restaurant client, just walls
0:37dimensions, and walk through my full
0:38process of [music] getting it to a
0:39presentation client-ready state. And
0:42there are four key steps to get there.
0:44So, let me show you how.
0:46If you want to follow along, there's a
0:48link in the description to create a free
0:49Room account.
0:52So, before we go any further, I'm just
0:53going to quickly introduce the project.
0:55This is Whoever Food and Beverage. It's
0:57a Tex-Mex restaurant. Brief is built
1:00around a warm and inviting interior,
1:02blending earthy terracotta tones with
1:05natural textures and a sense of modern
1:07elegance, all in service of a vibrant
1:09dining experience. The layout includes a
1:12lounge area for relaxing seating, a main
1:14dining area with tables for different
1:16group sizes, and a fully equipped
1:18kitchen. And just to keep the end goal
1:20in sight, this is what we're going to
1:21build towards. So, this is the starting
1:23point. This is our floor plan that we
1:25need to start kind of elevating with
1:27population, with activity, with some
1:30kind of atmosphere and feeling of the
1:31space. So, this floor plan currently is
1:34technically sound, but it is really just
1:36walls and doors and partitions. And the
1:38problem with handing this to a client is
1:40that they're going to look at this and
1:41really kind of struggle to envision the
1:42space. And so, the first thing we're
1:44going to do is start adding some blocks.
1:46Now, what we're going to do is we're
1:47going to create some layers that are
1:49going to help us basically start
1:51managing some of the furniture, some of
1:53the people, some of the trees that we
1:54might add into the drawing. And the
1:56beauty of Room is that there is 10 plus
1:58thousand blocks to choose from. There is
1:59a vast vast library of elements that you
2:02can bring into your drawings. And
2:03they're not only kind of static top-down
2:06blocks. You can also jump between front
2:08side views, which is really really handy
2:11when you're jumping between elevation
2:12section and plan. So, a good way to look
2:14through the blocks that are available is
2:16to look through the library. So, you'll
2:18be able to see here, we can look for
2:19maybe commercial kitchen elements and we
2:23can select that and then you can start
2:24finding certain elements that you might
2:26want to drop in. So, we'll start by
2:27bringing in some furniture, some sofas,
2:29some chairs, coffee tables, etc. to
2:31start defining some of these dining
2:33spaces. So, we've got this sofa that
2:34we're going to pull and drop into place.
2:36And then when you drop it in, you can
2:38see here that you can kind of rotate it,
2:40you can twist it, you can flip it and
2:42you can then scale it up and down if you
2:44wish. But, these all come in at 1:1
2:46scale. So, you won't need to readjust
2:48the scale. We can then maybe find some
2:50other furniture, maybe a kind of small
2:52armchair. And we can then mirror that by
2:54clicking MI and that will mirror it down
2:56the center point. We can then maybe
2:58bring in a coffee table. And so now
3:00we're almost created like a mini kind of
3:02group of kind of a dining experience
3:05that we can then copy across the
3:06drawing. So, what I'm going to do is I'm
3:07going to basically select those
3:09elements, going to right click and group
3:10them.
3:11>> [music]
3:11>> So, then we can copy and paste them
3:13across the floor plan and we can kind of
3:15pull them into place. We can then maybe
3:17pull it over into this other private
3:19dining area. And so now we're starting
3:21to define some zones using furniture to
3:24start indicating the use of that space.
3:27Now, we can do the same when we can
3:28start looking for maybe some commercial
3:30pizza ovens or meat ovens or whatever
3:33they might be to bring into the kitchen.
3:35So, we can start searching for those
3:37blocks individually. We can then start
3:39dragging and dropping them into place.
3:41You can select your block instance on
3:43the right side and you can jump between
3:44the different views that are available
3:45to you. Now, with a little bit of time
3:47and jumping forward, you can see how you
3:49can really populate the drawing. There's
3:51quite a lot going on in here, but this
3:53all of a sudden you start to understand
3:55the activity and the organization of the
3:56space. So, before it was a floor plan,
3:58of course, it was accurate. It made
4:01sense in a way, but it didn't really
4:03indicate actually the furniture or the
4:05activity or the use of any of these
4:07spaces. And these bar stools are an
4:08example of why the layering becomes
4:11really important because these bar
4:12stools at the moment are basically sat
4:14on top of that layer. You can see that
4:17basically you can see the full bar stool
4:19when really you want to see the counter
4:20top and have the bar stools beneath. So,
4:22we can select that shape, we can add a
4:23fill, and make sure that it's on the
4:25correct layer. And the detail in these
4:27blocks is insane. Uh I think this is
4:30really kind of powerful to use in your
4:32drawings. And the next type of block
4:33that we want to add is people. I think
4:35people is a really great way, once
4:36again, to show activity, to really show
4:39how people are interacting and engaging
4:41with these spaces. In this case, we kind
4:42of want people engaging with maybe the
4:44coffee machine, maybe someone walking a
4:45dog outside, maybe someone kind of
4:47serving someone something. And you can
4:50see here now all of a sudden when you
4:51add these people it just really elevates
4:53the drawing. And the final touch is just
4:55going to be adding some vegetation, some
4:57trees, maybe some plants in the shop.
4:59So, then all of a sudden, once again,
5:01you start indicating maybe where kind of
5:03planters are and more atmosphere and the
5:06kind of personality to the space. So,
5:08you get a real better sense of this
5:10restaurant design. So, we're now going
5:12from context to atmosphere. The drawing
5:14now has life in it, but it's still black
5:15[music] and white. The next step is
5:17where the floor plan stops being a
5:19generic restaurant layout and starts
5:20being however specifically. Talking
5:22through the brand, this is a restaurant
5:24design for vibrant, welcoming dining
5:26experience. In this case, we want to
5:28show those terracotta and clay tones on
5:30the walls, natural timber on the floor,
5:32saturated accent colors through the
5:34[music] lounge and seating and soft
5:36furnishings. You're showing them the
5:37atmosphere and personality of the
5:39project. So, to elevate this drawing now
5:41and to really add some more personality
5:43and character, to indicate those warm
5:45tones of the project, I'm going to use
5:48this mood board as a reference. So, this
5:50has got some color palettes in it, it's
5:51got some material palettes. So, what I'm
5:53going to do is I'm going to use this as
5:54a reference. And you can see here that
5:56the really important feature of this
5:59project is, once again, to have a
6:01vibrant and welcoming dining experience,
6:03>> [music]
6:03>> to have a color scheme that's thoughtful
6:06um and lively with a warm earthy tone.
6:09And so, these are the really key
6:10elements that I want to showcase and
6:12demonstrate uh from this mood board now
6:15into the floor plan. So, what I'm going
6:17to do is I'm basically going to go
6:18through and start amending, adjusting,
6:21applying styles to the floor plan. And
6:24I'm going to show you how this works.
6:26So, when you select a particular
6:27element, as shown before, and you head
6:29to the right-hand side with the style
6:30panel, you can then adjust the fill and
6:32stroke. And so, when you choose a
6:34particular fill here, you can maybe
6:36choose a solid uh blue, or you can add
6:39maybe a texture of some kind of finish.
6:41But in this case, we're going to use the
6:43mood board as our reference.
6:44>> [music]
6:44>> A really useful tool and a really
6:46powerful tool to use is to select pick
6:48style on the right-hand side, head over
6:50then to your mood board, and I have a
6:52texture already available here in this
6:54mood board. If we select that style, it
6:56will apply it to the floor plan. And we
6:59can do the same throughout. We can
7:00select multiple elements that we want
7:02that same terrazzo kind of stone finish.
7:05So, now we have basically a unified
7:07style across the floor plan, and then
7:09save that as a style. So, we're going to
7:10save that as a terrazzo
7:12uh
7:13maybe terrazzo finish.
7:15And then, the beauty of this is now
7:17there's basically a style saved, and we
7:19can manage that style. So, if we make
7:21any changes to it, for example, if you
7:23wanted to drop the opacity down to maybe
7:2530% or maybe even 50%, you'll see that
7:28it will apply this across the board in
7:31the floor plan. So, all of a sudden that
7:33finish has been updated with that saved
7:35style across all of those elements that
7:37have that style assigned to it.
7:39>> [music]
7:39>> Equally, you can scale that pattern up
7:40if you wanted to. In this case, we can
7:42maybe scale up to
7:4410 times if you wanted to maybe show
7:46much more kind of larger size pattern.
7:49But, in this case, we're going to keep
7:50it at two times, [music] but that's just
7:51a demonstration of how you could do
7:52that. Now, we can do a very similar
7:54process across
7:55>> [music]
7:55>> our floor plan, and in this case, we can
7:57choose some of the colors that we want
7:59to apply. So, if we select a certain
8:01block, this is one way you could do it
8:03where you can override the block style.
8:05You select any of the elements in the
8:07block, and you'll notice that there are
8:08already some styles assigned to that
8:10block. So, in this case, we've got
8:12furniture fill.
8:13We can edit that furniture fill, and we
8:15can choose one of the colors that we
8:17have saved already in our kind of most
8:19recently used. If we click that and
8:21update that, you'll see here that now
8:24you can edit and adjust the stroke, the
8:27fill,
8:28and you'll also get this kind of blue
8:30reset overrides mode. So, if you then
8:32wanted to reset this and go back to the
8:35original style that was already assigned
8:37to it, you can also do that. And so,
8:39this is a [music] way of kind of
8:41customizing and overriding an individual
8:43block. If you head to the left hand side
8:45and go to your style library, you can
8:47then head and find your furniture fill
8:51that we have just been editing within
8:54the block. You can then edit that style
8:56by then changing it to orange, and then
8:59you'll see now all of a sudden that
9:01style will then start being edited and
9:03updated across all of the blocks and all
9:06the elements
9:06>> [music]
9:07>> that have that style assigned to it. And
9:08we can kind of work into that across
9:10some of our blocks to make sure that the
9:11kind of styling is all consistent. And
9:13with a bit of time working through some
9:15of the other floor finishes and updating
9:17some of these colors, too. Maybe this
9:19floor finish that we will have a kind of
9:20tiling system, we can adjust the opacity
9:23to make it a little bit softer. I think
9:25currently the tile is a little bit too
9:26strong, so we can select all of those
9:28elements again, pick style, save that as
9:30a style again. And so, this is a process
9:32of going through your drawing, selecting
9:34all the objects, blocks, whatever they
9:36might be, and updates in the styles,
9:39saving them and applying them across the
9:41drawing. And if you spend some time
9:43working through this, you'll be able to
9:45get a unified styling across the drawing
9:47to arrive at something like this,
9:49[music] which is really, really neat and
9:51clean. All of a sudden, you have those
9:53earthy, warm tones being presented in
9:56the drawing. It communicates the kind of
9:58design ethos and the design direction
10:00and look and feel of that restaurant.
10:03And so, [music] all of a sudden, it's
10:04much more clear and powerful and also
10:07some real hierarchy to the drawings. The
10:09line weights are much more managed to
10:11make sure that it's clearly presenting
10:13uh what we kind of want to show.
10:15Likewise, we've added some shadow in
10:16here, which was really simply added by
10:18drawing some kind of polylines. You can
10:21then create a style, which is basically
10:24a
10:24>> [music]
10:24>> black fill with maybe 20% opacity. And
10:27that's a really easy way of also adding
10:29shadow, which adds some real depth to
10:32the drawing. Now, the next step to make,
10:34I guess, this drawing a little bit more
10:35legible and so that a client can look at
10:38this presentation and have a much better
10:40understanding of scale and proportion,
10:42um that is going to be adding some
10:44dimensions. And so, the next step of
10:46annotation is really important because
10:48it now allows the client to read the
10:50drawing and understand dimensions and
10:52sizes without actually having to get a
10:54ruler out and measure it themselves. So,
10:56we're going to start with some
10:58dimensions using the dimension tool at
10:59the bottom.
11:00>> [music]
11:00>> You can first make sure you adjust the
11:03styling before you start applying it.
11:05So, if you head to the right-hand side,
11:07update some of your text, some of your
11:08font if you need, some of the end
11:10points, so we can change them to maybe a
11:11circle. You can really customize your
11:14dimensions as you wish. I think the key
11:16here is not to make dimensions too
11:18strong on the drawing. They [music]
11:19don't want to be the kind of
11:21the kind of hero to the drawing. They
11:22want to be a kind of secondary asset.
11:24So, we're going to then start drawing
11:26two points [music] to then get our
11:28dimension. And alternatively, if you
11:30want to draw kind of multiple and do a
11:32bit of a chain of a dimension, you can
11:34also then select this chain tool which
11:36will allow you to draw multiple
11:39points across the drawing. And then if
11:42you wanted to also select all of your
11:44other items, for example, if you want to
11:46select all dimensions across the
11:48drawing, you can right click, you can
11:49click select similar
11:51and then same type and it will identify
11:53all of those dimensions as the same
11:55type.
11:56You can then head to the right hand
11:57side,
11:58remove that extension, you can then save
12:00that as a style and then all of a sudden
12:03you can implement that style across
12:05your entire drawing to get to a full
12:07dimension drawing like [music] this. And
12:10you can customize this further by, for
12:13example, changing the decimal place,
12:15um by maybe making it to, [music]
12:18let's say, one decimal place. You can
12:20also then remove the suffix if you
12:22wanted to. I think it's quite nice to
12:24add the centimeter just purely because
12:26someone can read that and understand
12:27straight away that it's a centimeter.
12:30You don't want people kind of leaving
12:31guessing if it's inches, if it's meters,
12:33whatever it might be. We don't want
12:34confusion, so I think it's quite nice to
12:36add that on there. And you can also add
12:38some annotations through blocks
12:40themselves. So if you head back to the
12:41block library and you start adding maybe
12:44an elevation marker in the annotation
12:46library, you can then start pulling in
12:49an elevation marker to showcase, I don't
12:51know, FFL levels. The beauty of blocks
12:53also, you can not only adjust styles,
12:56but you can also edit and amend blocks
12:58themselves. So in this case, we can
13:00maybe delete some of these uh features
13:03that we don't want. We can maybe adjust
13:04some of the styling of this. So then
13:06when you actually add some of the data
13:09and you add some of the tags,
13:10>> [music]
13:10>> for example, if you add 0.1, so this is
13:12an FFL of 0.1, you can also then
13:15override that and that's something that
13:17you can manage also on the right hand
13:18side of your properties. And if you
13:20applied that across your entire drawing
13:22with also lots of different annotations
13:24that that add, we have a variation of
13:28elevation markers, we have a variation
13:29of room tags, we have a variation of
13:32door tags, entrance points. The key is
13:35not to overload it with annotation. I
13:37think there's a really fine balance with
13:39putting too much annotation into a
13:40drawing to a point where you can't
13:42really read the drawing. In this case, I
13:44think this is quite a nice balance uh to
13:47apply across your drawing. And this
13:49annotation allows the drawing to become
13:51credible. It gives the client some trust
13:54that you have drawn things properly,
13:56that you've drawn things to scale, and
13:57that they can start to see and start to
14:00understand some of the space and
14:02dimensions of a room.
14:03>> [music]
14:03>> The drawing is now populated, it's
14:05styled, it's annotated. So, the last
14:06step now is to deliver it properly, is
14:09pull it into a presentation.
14:10>> [music]
14:10>> And at the moment, this is purely a
14:14drawing that's existing in a model
14:16canvas, and we want to now pull this
14:18into some kind of presentation format
14:21that we can maybe export as a PDF or
14:23share as a live presentation, which I'll
14:25get into [music] in a minute. So, what
14:27we want to do is we want to head to the
14:28top left corner, where you can then
14:30choose between the paper and model
14:31canvas. At the moment, all of our
14:32drawings are existing on the model
14:34canvas. But if you want to create a
14:35presentation, you want to create a new
14:38paper canvas. You want to then create a
14:40page, and here you can manage the size
14:42of your page. You can go A3, A4, etc.
14:45Change the orientation. You can
14:46customize it as you wish. And what we're
14:48going to do is we're going to create a
14:49viewport into our model canvas. So, if
14:51we create a view, we can then create
14:53[music] a viewport into our floor plan.
14:55It will come in at some kind of default
14:57scale. You can adjust that on the
14:58right-hand side to maybe 1:100.
15:01We can then start cropping that down.
15:03So, by purely just bringing in your
15:05viewport, you can crop that down into
15:07place. You can also double-click into
15:09the view and crop from that case, and
15:11also kind of toggle and move around in
15:14your view. We can also copy that,
15:16double-click into it, and pan over to
15:19our mood board. The next thing we can do
15:20is then start bringing in some title
15:22blocks just to add that kind of legible
15:25data to a drawing. You can bring in a
15:27title block from the block library once
15:29again, drag and drop it into place.
15:31Equally, if you have your own title
15:33block that you've created, you can also
15:35bring those in. This is a particular
15:36title block that I quite like to use.
15:38You can also customize and add your own
15:40logos. So, this is a obviously the
15:42Huawei logo that I've added into this
15:45particular title block to brand the
15:48presentation further. We can then add
15:50maybe fills with a kind of gray
15:52background and customize this page,
15:54making sure that it's on the correct
15:55layer once again to make sure it's in
15:57the background, dropping the fills to
15:58the back. And then finally, with a bit
16:00of work, you can then arrive at
16:02something like this where you have a
16:03page that has your mood board, your
16:06floor plan now, and a legend with
16:08various bits of supporting text and
16:10information that really brings this
16:12drawing to life now. We've gone from a
16:14really basic black and white drawing
16:16with no real data or activity population
16:20in the drawing to something that is much
16:21more fruitful, much more interesting,
16:24much more kind of clear in what it's
16:26trying to communicate. And we can really
16:28work into the presentation, we can
16:29expand it with more images, with more
16:31drawings, with more [music]
16:32sections that we have also in our model.
16:35And another really key thing to note is
16:36that whenever you update your styles in
16:39your kind of library, it will also
16:41update across all of the other drawings
16:43that have styles assigned to it. So, you
16:45can see here that this is also updated
16:48whilst we've updated our floor plan.
16:50And of course, you want to kind of
16:52cross-reference and make sure that it's
16:53updating correctly. But you can see it
16:55now, you can build a full presentation
16:57with these pages with different views.
16:59And I think this is a really convincing
17:00way of showcasing your projects to the
17:03client. To share this presentation with
17:05the client, if you head to the left-hand
17:06side here and go to pages,
17:08>> [music]
17:08>> you can then either export them as
17:09individual pages and send them as a one
17:11page, or you can export all pages
17:14together by exporting as a PDF or PNG
17:18pages, you can adjust the range, etc.
17:21The quality of the pages that you
17:23export. But, something I think is really
17:25valuable and I think that all clients
17:27would really kind of appreciate. And I
17:30think architects or interior designers
17:31can also appreciate, is you can also
17:33share this presentation as a live
17:35presentation. You go to the top
17:36right-hand corner and go to share.
17:39If you click then presentation, turn
17:40this toggle on,
17:42you'll be able to see here now that when
17:43you click open, you'll be able to open a
17:46live presentation where you can kind of
17:47flick through in a very similar way that
17:49you would in a normal PDF.
17:51But, the beauty of this now is that when
17:54you make any changes to your
17:55presentation, for example, if you wanted
17:57to delete a page, maybe it's out of date
17:59now, maybe you've you've changed some of
18:01the material pallets and it's all
18:02updating, you can delete that element.
18:05You can then go back to the share
18:06button, go back to the presentation
18:09share, reload your presentation. Now,
18:11that link that the client now has, from
18:14when you previously sent the
18:15presentation, if they then just refresh
18:18their browser with that link, all of a
18:20sudden they'll then have that updated
18:21presentation.
18:23Which is really, really nice and neat.
18:25And that's the complete journey from a
18:26flat, black and white drawing with
18:28nothing in it, to a floor plan that's
18:30completely populated with the energy of
18:32a working restaurant, colored and
18:33branded as whatever specifically.
18:36Properly annotated and delivered as
18:37something that the client can view,
18:39comment on, and share. If you want to
18:41try this for your own project, there's a
18:43link in the description to create a free
18:45running account. Thank you for watching
18:46today's video,
18:47>> [music]
18:48>> and I'll see you in the next one.

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