Checklists · Operations
Facility Signage and Wayfinding Planning Checklist
Help an owner or operator record how a first-time visitor actually reaches the facility, agree one set of names for the site and its spaces, and decide what belongs on a sign before anything is ordered.
7 sections · 42 planning prompts · educational owner-side preparation
https://www.builddesignhub.com/checklists/facility-operations-readiness/facility-wayfinding-planning · Build Design Hub — educational planning resource. Requirements vary by project and location.
Scope
What this checklist covers
The preparation ground these prompts walk through.
- The route a first-time visitor takes from the road to the right entrance
- What the site and each space within it are called, and where those names disagree
- The points where visitors stop, guess or telephone somebody for directions
- Information users need at the point of use, and who keeps it accurate
- Signs that belong to a landlord, a funder or the relevant authority
Audience
Who this checklist is for
- Owners preparing a facility for visitors who have never been to it before
- Committee members whose mobile number is the current wayfinding arrangement
- Operators naming spaces across a booking system, a plan and a gate sign
- Volunteers gathering information before any sign is ordered
Timing
When to use it
- Walking the arrival route and recording where people stop or go wrong
- Agreeing one set of names for the site and for the spaces within it
- Deciding what belongs on a sign and who keeps each sign accurate
- Preparing questions about statutory and safety notices for the relevant authority
- Recording where signs would be fixed and what that affects afterwards
Limits
When it is not sufficient
This is general planning preparation. These situations need a qualified professional, and often the relevant authority.
- Determining which safety, statutory or warning notices a facility must display
- Deciding what any sign must say in order to satisfy a requirement
- Establishing what is needed for users with different access needs
- Specifying sign materials, fixings or mounting arrangements
The checklist
Work through the sections
Tick the boxes on paper or on screen — nothing is stored, so print the page if you want to keep your marks.
1.The route a first-time visitor takes from the road
Wayfinding starts long before the gate. Travel the route as a stranger would and note every point where you would have to guess.
Drive and then walk the route a visitor would take from the nearest main road, noting every point at which you would have to guess which way to go.
The route is obvious to everybody who already knows it, which is why the group is the worst judge of its own signage.
Note what the site is called on the map applications people actually use, and whether that name matches what is written on the gate.
Visitors follow the name in an application to a point that may not be the entrance, and nobody in the group ever sees that happen.
Note where a vehicle can turn round after overshooting the entrance, and whether that space is on land the facility controls.
Overshooting drivers turn in the nearest opening, which is usually a driveway belonging to a neighbour and the source of an early complaint.
Note the last point at which the entrance is still visible from the approach, and whether anything hides it once hedges and trees are in leaf.
Sight of an entrance changes completely between seasons, and signage decided in winter fails in summer.
Ask somebody who has never visited to find the facility unaided, and write down exactly where they went wrong.
One person attempting the journey tells you more than any amount of discussion among people who know the way.
Note where the entrance sits in relation to a school entrance, a neighbouring business or another club, and what a visitor could confuse it with.
Most wrong arrivals are at a plausible neighbouring entrance rather than at nothing at all.
2.What the site and its spaces are called
Facilities usually carry several names at once. Decide which one is real before it is painted onto anything.
Write down every name the facility is known by, including the one on the gate, the one in the booking system and the one local people use.
Names accumulate through funding rounds and committee changes, and nobody notices they now conflict.
Decide one name for each space and use it consistently in bookings, on signs and on any plan of the site.
A user given one name in a booking and shown another at the gate assumes they are in the wrong place.
Decide how individual courts, pitches or rooms are identified, and check the identifier can be seen from inside each one as well as from the entrance.
Identifiers are fixed where an organiser can see them and not where a user standing in the space can.
Note where a name changes as you move through the site, such as a store known by one name to the group and another to hirers.
Divergent names are invisible internally and cause real confusion for anybody being directed by telephone.
Note whether any name is attached to a funder, a family or a dedication, and record who agreed it and on what basis.
Naming and dedication attached to an award are settled by the body that made it, not by the group that received it.
Record who has authority to change a name, so that names do not drift quietly with each change of committee.
Renaming is easy and its consequences reach the booking system, the signs and the map entry all at once.
3.The points where people stop and telephone somebody
Every call asking for directions marks a place where information is missing. Treat those calls as the survey.
Note every point at which a visitor currently telephones somebody for directions, and treat each one as a place where information is missing.
The calls the secretary receives are a free and accurate survey of where the site fails to explain itself.
Note where deliveries end up when the driver is left to guess, and whether that place is anywhere the group would have chosen.
Delivery drivers make a decision in a few seconds, and where they leave things becomes the habit for everybody afterwards.
Note where people wait when they arrive early, and whether that spot is visible from the entrance or hidden behind a building.
Early arrivals gather wherever there is shelter, which is often somewhere the group would rather they did not.
Note the first point at which a visitor has to choose between two routes on the site, and record what they can actually see at that moment.
Decision points, not distances, are where wayfinding either works or fails.
Note where people arriving on foot, by bicycle and by car separate from one another, and whether the same information serves all of them.
Signage aimed at drivers is often unreadable to somebody walking in from the other direction entirely.
Note which questions are asked repeatedly by users, since each one describes a sign that does not yet exist.
Repeated questions are the cheapest source of signage content and the one groups consistently ignore.
4.What users need to know at the point of use
Most information is needed where the activity happens rather than at the gate. Decide what goes there before deciding how it looks.
Decide what a user needs to see at the point of use, such as who to contact about a fault and how their booking is identified.
Information at the gate is read once; information at the point of use is read by the person who has the problem.
Decide who the contact for problems is on any sign, and confirm that the route named still reaches somebody who can act.
A contact on a sign becomes the default route for years, so it needs to be a role rather than a person who may move on.
Note what the group currently tells users verbally at every session, since anything repeated that often is a candidate for a sign.
Verbal instruction only reaches the people who turn up when somebody is there to give it.
Decide what is asked of users about locking up, equipment and leaving the site, and keep the wording identical to the booking terms.
Where a sign and the booking terms differ, users follow neither and the group has no clear position.
Note where a sign would have to be read in poor light or in rain, and who would be standing there reading it.
Signs are chosen indoors in good light and then installed where neither of those conditions applies.
Ask the relevant authority and a suitably qualified professional which notices must be displayed here before deciding what else goes on a sign.
Which statutory, safety or warning notices apply to a facility is confirmed with the relevant authority and is never assumed by the operator.
5.Signs that belong to somebody else
Not every sign on the site is yours to write, move or remove. Establish who owns each one before anything is fixed up.
Check the lease or site agreement for anything about signs, boards and what may be fixed to a boundary or a building.
Whether anything may be displayed or fixed under a lease or licence is a question for a suitably qualified adviser to answer.
Check whether a funding award requires acknowledgement on site, and confirm with that body what form it takes and when it may be removed.
What a funding agreement requires is confirmed with the body that made the award and not decided by the operator.
Note any sign a landlord, a school or the local authority has already placed on the site, and record who maintains each one.
A sign belonging to somebody else becomes a problem for the group the moment it falls down or says something out of date.
Note whether a governing body asks affiliated facilities to display anything, and how the group would confirm what applies here.
Anything a governing body asks an affiliated facility to display is confirmed with that body before a sign is ordered.
Note whether consent is needed for a sign at this location, and confirm locally what applies before anything is ordered.
Whether a sign needs consent varies by location and must be confirmed with the local authority for this site.
Note any sign left by a group that no longer uses the facility, and establish who is able to remove it.
Orphan signs are read as current information by visitors who have no way of knowing they are out of date.
6.Where a sign is fixed and what that affects later
Position decides whether a sign is read, whether it survives and whether it can ever be replaced. Look at each position on site.
Note what each sign would be fixed to, whether a fence, a building, a post or a surface, and record what is already fixed to that element.
What may be fixed to a fence, a wall or a structure, and how, is for a suitably qualified professional to establish.
Note what grows in front of each position during the growing season, and who is responsible for cutting it back.
A sign hidden by growth is the most common signage failure and the least likely to be reported by anybody.
Note whether each sign could be reached for cleaning or replacement without equipment or another person.
A sign that needs a ladder to clean will not be cleaned, which decides how it will look once weather and dirt have had their effect.
Note which positions face the sun and which take the weather, and ask the supplier what that means for the sign they are making.
What a sign will withstand in a given position is stated by the supplier or manufacturer, not assumed from other sites.
Note where a sign would sit in the path of mowing, machinery or a gate swinging open, and whether anything else already occupies that line.
Signs in the way of a mower are removed by the mower, and nobody records where the missing one used to be.
Note which signs are intended to be temporary and record when they are meant to come down, since temporary signs become permanent quietly.
Nothing on a site lasts longer than a temporary sign that nobody was made responsible for removing.
7.Keeping sign information true after things change
A sign is a statement the facility keeps making. Decide who owns that statement and what makes somebody revisit it.
Decide who owns the record of signs on the site, including what each one says and exactly where it stands.
Without a record, nobody can answer what the facility currently tells its users, which is the whole point of signage.
Note every sign that carries a telephone number or the name of an individual, since those are the first pieces of information to go out of date.
A number on a sign outlives the person who owned it, and callers assume nobody at the facility cares.
Agree what triggers a review of signs, such as a change of contact, a new access arrangement or a group leaving the facility.
Signs are updated when something forces the question, so it is worth naming the events that should force it.
Photograph each sign in position and keep the photographs with the facility papers alongside the plan.
Photographs make the sign record usable by somebody who has not walked the site, including a new committee.
Note anything written on an existing sign that nobody in the group can now justify, and decide who determines whether it stays.
Inherited wording is repeated on replacement signs indefinitely unless somebody questions it once.
Ask users which signs they have actually read, and treat an unread sign as information the facility has not yet given anybody.
Groups measure signage by what has been installed rather than by what has been read, and only users can tell you the difference.
Preparation
Documents and information to gather
Having these to hand usually makes the first conversation shorter and more useful.
- A site plan marking entrances, routes and the position of every existing sign
- Photographs of the arrival route taken from a vehicle and again on foot
- The lease or site agreement, for anything it says about signs and boundaries
- Funding or grant paperwork carrying acknowledgement conditions
- Current booking terms, for the wording users have already been given
- A written list of every name the facility and its spaces are known by
Records
Decisions to record before work begins
Write these down in your own words, with the date, so everyone is working from the same version.
- One agreed name for the site and for each space within it
- Who is named as the contact for faults and problems on any sign
- Which signs are temporary and the point at which they are to be removed
- Who owns the record of signs and who may change what a sign says
- What triggers a review of the information displayed on site
Professional review
Questions to discuss with qualified professionals
Bring these to the relevant qualified professional, supplier or authority. Requirements vary by project and location.
- Which notices must be displayed at a facility of this kind, and who confirms that?
- Does a sign in this position need consent, and who decides that locally?
- What may be fixed to this fence, wall or post without affecting it?
- What would you want considered for users who cannot read a sign easily?
- How would each sign be cleaned or replaced once the facility is in use?
- What does a sign supplier need from us before anything is made?
- Which parts of this are for the local authority or a funding body to answer instead?
Blind spots
Commonly overlooked items
- The name on map applications, which is often not the name on the gate
- Signs carrying a telephone number that no longer reaches anybody at all
- Temporary signs from the build that were never taken down afterwards
- Growth that hides a sign completely once the growing season starts
- Signs left behind by a group that stopped using the facility
- The point where a driver has to turn round, which is usually a driveway next door
What this checklist does not do
- Nothing here states which safety, statutory or warning notices a facility must display.
- Whether a sign needs consent at this location is confirmed with the local authority.
- What may be fixed to a fence, a wall or a structure is established by a suitably qualified professional.
- What is needed for users with different access needs is confirmed with the relevant authority and a qualified professional.
More preparation
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Explanatory planning guidance behind the decisions on this page.
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