Description and background (who the client is, overview, project vision, site area and project structure)
Site location plans/ site area
Organisational structure
Legal (ownership and stopping up)
Budget
Objectives and KPI)
Programme and approvals (key dates, planning programme, client approvals)
Design brief (specification, potential contentious issues, car parking ratio)
Technical brief ( details of drawings, surveys and investigations, demolition
Financial parameters ( Target build costs)
Sales and marketing strategy
Consultant team (Invoicing procedure and fee drawdown)
Stakeholders
Key risks
Operational requirements
A description of the Client
Organisational structure
Planning requirements (existing consents, site surveys etc)
Consultation
Scheme budget and fee breakdown
Project risks
Clients requirements (design, landscaping etc)
Statement of need
Strategic brief
Project brief
The statement of need is a concise and coherent statement, supported by evidence, on why the project needs to be undertaken ?
is a clear and concise document that outlines crucial information gathered during discovery and lays the foundation for the rest of the project. The document is started after the kick-off meeting, refined once discovery is complete, and approved by the client before any other work is done
The project brief is the final stage in the process of defining the client’s requirements for the development of a built asset
Project details- tenure, scheme details, history, phasing, site characteristics
Business plan- funding, budget, milestones/ programme, marketing strategy and risks
Design- Quality and specification
Stakeholder – management, maintenance and aftercare
Review business needs and objectives with the client to see the impact on the project.
Preparation of brief
At RIBA stage 1
A report reviewing whether the project is worth further investigation
They are formed at different stages
Development brief is formed at strategic brief (Riba Stage 0-2)
Project brief developed at stage 3
Project description Site details Budget Ownership Planning history/ relevant policies Design requirements Objectives and KPI Programme Operational/ functional requirements Risk register Site plan Description of requirements
Revised project description
Revised estimated build budget for quantity surveyor ?
Uplift in professional fees due to change in the requirements ?
Planning constraints ?
Revised programme
To agree the objectives and KPI
To ensure that the client receives the right project through iterative transformation of needs into building specifications
A report setting the strategy for managing a project, describing roles and responsibilities and defining policies, procedures and priorities that will be adopted
This will be done through a structured briefing process
Statement of need
Strategic brief
Project brief
0 – Strategic Definition 1 – Preparation and Brief 2 – Concept Design 3 – Spatial coordination 4 – Technical Design 5 – Manufacturing and Construction 6 – Handover and Close Out 7 – In use
Stage 1
Identify, analyse, plan and engage
Stage 0
Previous planning applications
Planning issues
Site History
Key performance indicator