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FlowPlan Projects: Engagement Roadmap

A clear engagement journey, what happens when, what basis is needed, and which deliverables support good project decisions across STP, ETP, reuse, biosolids and utilities.

Engagement roadmap hero image
Overview
Use the roadmap to align decision stages, basis and vendor touchpoints so procurement, installation and commissioning stay predictable.
ScopingToR / SpecVendor selectionInstallationCommissioningOptimisation

Pathway guide for project engagement

An effective project doesn’t move on momentum, it moves on decisions. This guide helps you identify where you are in the journey, what check is required, and what the next deliverable should be to keep procurement and delivery on-track.

Quick definitions: Project Background = feasibility, economics & risk to set the decision basis; ToR = vendor-ready performance, connections and check requirements; Vendor Selection = evaluation support and clarification rounds; Integration & Commissioning = connections, commissioning steps and handover needs; Performance Review = post-start-up verification and optimisation.

Start with decision point Set deliverables + check Confirm roles & connections

1) Pick the decision (and the check you’ll need)

A single project stage can hide very different risks. We map the decision you need to make to the basis, checks and review points required.

  • New build vs retrofit: shutdown periods, connections and operational continuity.
  • Outcome target: compliance, reuse, recovery and OPEX drivers.
  • Project basis: sampling plan, KPIs, commissioning and handover checks.

3) Confirm deliverables and connections early

We capture the inputs that decide whether the plan is ready to move: constraints, connections, responsibilities, and what should be in place at handover.

Influent profile & swings
Target reuse quality
Footprint / connections
Reject / residuals route

Project Roadmap

Opportunity Scan

Initial Opportunity Scan & Assessment

Focus: Define goals and map reuse potential

What Happens: Identify compliance, reuse, and recovery goals

Key Tools: Design Support Form, Water/Wastewater Characterization

Deliverables: Project Feasibility Report

Specification

Specification & Vendor Readiness

Focus: Scope system performance and layout

What Happens: Evaluate design conditions and select treatment logic

Key Tools: Technology Fit Matrix, Compliance Check

Deliverables: Terms of Reference (ToR), Decision Support Note

Design & Integration

Design & Integration

Focus: Align flows, functions, and form factors

What Happens: Connect technologies, flows, and site requirements

Key Tools: Layout Concepts, Integration Templates

Deliverables: Preliminary Flow Diagram, Integration Memo

Recovery & Reuse

Resource Recovery & Post-Treatment

Focus: Finalize reuse outputs and recovery potential

What Happens: Define reuse path (TSE, compost, biofertilizer, etc.)

Key Tools: Market Alignment Table, Reuse KPI Draft

Deliverables: Recovery Options Report

Implementation

Implementation & System Build

Focus: Execute and integrate selected modules

What Happens: Coordinate with vendors, adapt layout, oversee construction

Key Tools: Vendor Integration Notes, Sequencing Plan

Deliverables: Installation & Integration Strategy

Performance Review

Post-Implementation Review

Focus: Validate outcomes and performance

What Happens: Review system performance and adjust where needed

Key Tools: Performance Monitoring Template, Operator Log

Deliverables: Optimization Plan

Milestones Project Milestones

Completed
In Progress
Not Started
Completed
Milestone 1

Milestone 1


Project Feasibility Report

Defines project intent, recovery goals, and constraints.

Completed
Milestone 2

Milestone 2


Design Basis & Terms of Reference

Captures functional needs and technology scope.

Completed
Milestone 3

Milestone 3


Vendor Selection Report

Aligns quotes with system logic and compliance goals.

In Progress
Milestone 4

Milestone 4


Integration & Installation Strategy

Establishes module layout and timeline.

In Progress
Milestone 5

Milestone 5


Commissioning Report

Ensures startup, calibration, and handover.

Not Started
Milestone 6

Milestone 6


Optimization & Performance Review

Evaluates results and proposes refinements.

Engagement Snapshot (printable sample)

Product:

Biosolids - Compost

Dewatered sludge blended with bulking agents to a marketable compost.

  • Modules (indicative): Dewater → Mix → Windrow/ASP → Curing → Screening.
  • Decision points: Class A targets, pathogen kill, bulking supply, market channels.
  • QA: moisture/VS, pathogens, metals as required.
Class A focused Bulking supply Market mapped

Advisory Level & Approach

Selected pack: Reuse Strategy & Market (illustrative).

  • Deliverables: Product spec, compliance mapping, market/offtake notes.
  • Outcome: Clear route to compliant compost with offtake options.

Note: This is an illustrative sample for printing/sharing. Final scope, modules and deliverables are confirmed during scoping.

Get In Touch

Share your project stage, target outcomes and site constraints. We’ll help map the right FlowPlan engagement route and turn it into a clear scope, including commissioning steps, KPIs and handover needs.

  • Project type and stage (new build / retrofit, STP/ETP, reuse, biosolids, equipment)
  • Outcome priorities (compliance, reuse/recovery targets, odour control, OPEX drivers)
  • Constraints (space, power/heat, shutdown periods, operator capacity)
  • Procurement route and stakeholder context (EPC/vendor shortlist, approvals, lender needs)
  • Project basis: sampling plan, commissioning steps, KPIs and handover needs
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