As stated, Ron will have to figure a lot of this out for himself and the client. This all reminds me of when pull saws started catching on and metal chisel hammers. Neither where well understood or liked in the beginning, except to those of use that had learned on them. Same is true for many planning modalities. I don't see any advice here that is out of the normal spectrum of "ways and means," just different body dynamics and experiential back grounds to there use.