0b: Strategic definition (strategic brief) - Revision history

Designing Buildings at 07:12, 2 October 2025

2025-10-02T07:12:16Z

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−	~~--[[User:Cohesive\|Cohesive]]~~
−
	[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:DCN_Template]] [[Category:Client_procedures]] [[Category:Public_procedures]] [[Category:BIM]]		[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:DCN_Template]] [[Category:Client_procedures]] [[Category:Public_procedures]] [[Category:BIM]]

Cohesive at 09:11, 25 July 2022

2022-07-25T09:11:25Z

← Older revision		Revision as of 09:11, 25 July 2022
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−	--[[User:~~PCSG~~\|~~PCSG~~]]	+	--[[User:Cohesive\|Cohesive]]

	[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:DCN_Template]] [[Category:Client_procedures]] [[Category:Public_procedures]] [[Category:BIM]]		[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:DCN_Template]] [[Category:Client_procedures]] [[Category:Public_procedures]] [[Category:BIM]]

89.36.121.246 at 07:39, 15 June 2021

2021-06-15T07:39:40Z

← Older revision		Revision as of 07:39, 15 June 2021
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−	Has all required existing information been compiled in a suitable format and stored in a suitable way?	+	Has all required existing information been compiled in a suitable format and stored in a suitable way? Does the strategic brief properly reflect the business need?
−	Does the strategic brief properly reflect the business need?	+

	Has the strategic brief been developed sufficiently to appoint advisers to carry out feasibility studies and option appraisals?		Has the strategic brief been developed sufficiently to appoint advisers to carry out feasibility studies and option appraisals?
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	Has an assessment been made of the appointments required to carry out feasibility studies and option appraisals?		Has an assessment been made of the appointments required to carry out feasibility studies and option appraisals?

−	Should appointments be made to carry out feasibility studies and option ~~appraisals~~?	+	Should appointments be made to carry out feasibility studies and option appraisal?
−	\|	+	\| Strategic brief, including existing information. Initial responsibility matrix.
−	Strategic brief, including existing information.	+
−	Initial responsibility matrix.	+
	\|}		\|}

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	--[[User:PCSG\|PCSG]]		--[[User:PCSG\|PCSG]]

−	[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:DCN_Template]] [[Category:~~BIM~~]] [[Category:~~Client_procedures~~]] [[Category:~~Public_procedures~~]]	+	[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:DCN_Template]] [[Category:Client_procedures]] [[Category:Public_procedures]] [[Category:BIM]]

Designing Buildings at 06:55, 12 October 2020

2020-10-12T06:55:22Z

← Older revision		Revision as of 06:55, 12 October 2020
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	{\|		{\|
−	\|[[File:Home_icon_grey.jpg\|link=Step-by-step_guide_to_using_BIM_on_projects]]	+	\| [[File:Home_icon_grey.jpg\|link=Step-by-step_guide_to_using_BIM_on_projects]]
−	\|[[File:0a_icon_not_bold.jpg\|link=0a:_Strategic_definition_(business_justification)]]	+	\| [[File:0a_icon_not_bold.jpg\|link=0a:_Strategic_definition_(business_justification)]]
−	\|[[File:0b_icon_solid.jpg\|link=0b:_Strategic_definition_(strategic_brief)]]	+	\| [[File:0b_icon_solid.jpg\|link=0b:_Strategic_definition_(strategic_brief)]]
−	\|[[File:1a_icon_not_bold.jpg\|link=1a:_Preparation_and_brief_(appraisals)]]	+	\| [[File:1a_icon_not_bold.jpg\|link=1a:_Preparation_and_brief_(appraisals)]]
−	\|[[File:1b_icon_not_bold.jpg\|link=1b:_Preparation_and_brief_(brief_and_information_requirements)]]	+	\| [[File:1b_icon_not_bold.jpg\|link=1b:_Preparation_and_brief_(brief_and_information_requirements)]]
−	\|[[File:1c_icon_not_bold.jpg\|link=1c:_Preparation_and_brief_(supplier_appointments)]]	+	\| [[File:1c_icon_not_bold.jpg\|link=1c:_Preparation_and_brief_(supplier_appointments)]]
−	\|[[File:2_icon_not_bold_v2.jpg\|link=2:_Concept_design]]	+	\| [[File:2_icon_not_bold_v2.jpg\|link=2:_Concept_design]]
−	\|[[File:3_icon_not_bold.jpg\|link=3:_Developed_design]]	+	\| [[File:3_icon_not_bold.jpg\|link=3:_Developed_design]]
−	\|[[File:4_icon_not_bold.jpg\|link=4:_Technical_design]]	+	\| [[File:4_icon_not_bold.jpg\|link=4:_Technical_design]]
−	\|[[File:5_icon_not_bold.jpg\|link=5:_Construction]]	+	\| [[File:5_icon_not_bold.jpg\|link=5:_Construction]]
−	\|[[File:6_icon_not_bold.jpg\|link=6:_Handover_and_close_out]]	+	\| [[File:6_icon_not_bold.jpg\|link=6:_Handover_and_close_out]]
−	\|[[File:7_icon_not_bold.jpg\|link=7:_In_use]]	+	\| [[File:7_icon_not_bold.jpg\|link=7:_In_use]]
	\|}		\|}

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	{\|		{\|
−	\|width="50%"\|Plain language questions	+	\|width="50%"\| Plain language questions
−	\|width="50%"\|Information required	+	\|width="50%"\| Information required
	\|-		\|-
−	\|Has all required existing information been compiled in a suitable format and stored in a suitable way?	+	\|
		+	Has all required existing information been compiled in a suitable format and stored in a suitable way?
	Does the strategic brief properly reflect the business need?		Does the strategic brief properly reflect the business need?

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	Should appointments be made to carry out feasibility studies and option appraisals?		Should appointments be made to carry out feasibility studies and option appraisals?
−	\|Strategic brief, including existing information.	+	\|
		+	Strategic brief, including existing information.
	Initial responsibility matrix.		Initial responsibility matrix.
	\|}		\|}
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	--[[User:PCSG\|PCSG]]		--[[User:PCSG\|PCSG]]

−	[[Category:~~Client_procedures~~]] [[Category:~~Public_procedures~~]] [[Category:BIM]]	+	[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:DCN_Template]] [[Category:BIM]] [[Category:Client_procedures]] [[Category:Public_procedures]]

Designing Buildings at 08:31, 18 May 2016

2016-05-18T08:31:28Z

← Older revision		Revision as of 08:31, 18 May 2016
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	--[[User:PCSG\|PCSG]]		--[[User:PCSG\|PCSG]]

−	[[Category:Client_procedures]] [[Category:Public_procedures]]	+	[[Category:Client_procedures]] [[Category:Public_procedures]] [[Category:BIM]]

Designing Buildings at 09:13, 4 May 2016

2016-05-04T09:13:00Z

← Older revision		Revision as of 09:13, 4 May 2016
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	next stage >> [[1a:_Preparation_and_brief_(appraisals)\|1a: Preparation and brief (appraisals)]].		next stage >> [[1a:_Preparation_and_brief_(appraisals)\|1a: Preparation and brief (appraisals)]].
		+
		+	-----
		+	--[[User:PCSG\|PCSG]]

	[[Category:Client_procedures]] [[Category:Public_procedures]]		[[Category:Client_procedures]] [[Category:Public_procedures]]

Editor at 16:17, 3 May 2016

2016-05-03T16:17:07Z

← Older revision		Revision as of 16:17, 3 May 2016
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	On large projects this may involve creating a project board, establishing user panels and appointing champions responsible for specific aspects of the project. This should include a 'soft landings champion' to ensure the design optimises operational performance and there is a smooth transition from construction to occupation.		On large projects this may involve creating a project board, establishing user panels and appointing champions responsible for specific aspects of the project. This should include a 'soft landings champion' to ensure the design optimises operational performance and there is a smooth transition from construction to occupation.

−	One of the key roles that should be allocated at this stage is an employer side information manager, who will take responsibility for the progressive definition of the employer's information requirements and will go ~~onto~~ oversee the exchange of information from suppliers and the internal team during the course of the project. If the employer is not experienced at adopting BIM processes they may benefit from the appointment of an external BIM adviser to advise them how to define the employer's information requirements.	+	One of the key roles that should be allocated at this stage is an employer side information manager, who will take responsibility for the progressive definition of the employer's information requirements and will go on to oversee the exchange of information from suppliers and the internal team during the course of the project. If the employer is not experienced at adopting BIM processes they may benefit from the appointment of an external BIM adviser to advise them how to define the employer's information requirements.

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Designing Buildings at 14:05, 1 May 2016

2016-05-01T14:05:02Z

← Older revision		Revision as of 14:05, 1 May 2016
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	The employer's internal team develop the information in the statement of need and preliminary business case into a strategic brief that describes in more detail the requirements the built asset will have to satisfy. The strategic brief should be as detailed as possible and should provide sufficient information to enable the appointment of advisers. Key stakeholders should be involved in preparing the strategic brief, including, where possible, the operators of the completed development.		The employer's internal team develop the information in the statement of need and preliminary business case into a strategic brief that describes in more detail the requirements the built asset will have to satisfy. The strategic brief should be as detailed as possible and should provide sufficient information to enable the appointment of advisers. Key stakeholders should be involved in preparing the strategic brief, including, where possible, the operators of the completed development.

−	The strategic brief should make reference to level 2 BIM. The approach to procuring the new asset will include obligations on suppliers to provide accurate reliable up to date information throughout the course of the project. The strategic brief should state that as well as procuring the design and build of the physical asset the employer will procure a developing project information model (PIM) from suppliers, that is, a progressively more detailed collection of linked models, documents and data, representing a virtual replica of the real built asset. Eventually at hand over the project information model will represent as built information about every aspect of the built asset and will contain sufficient information to support maintenance once the asset is operational.	+	The strategic brief should make reference to level 2 BIM. The approach to procuring the new asset will include obligations on suppliers to provide accurate, reliable, up-to-date information throughout the course of the project. The strategic brief should state that as well as procuring the design and build of the physical asset the employer will also procure a developing project information model (PIM) from suppliers, that is, a progressively more detailed collection of linked models, documents and data, representing a virtual replica of the real built asset. Eventually, at hand over, the project information model will represent as-built information about every aspect of the built asset and will contain sufficient information to support maintenance once the asset is operational.

	Where the likely location for the proposed development is known, the strategic brief may include existing information such as building surveys, site surveys, information about ground conditions, the location and capacity of utilities and so on. Where there is an existing estate there may also be information about building services, standard components or products, building management system requirements, schedules of existing accommodation and so on. There may also be lessons learned reports from previous projects and there may even be an existing building information model.		Where the likely location for the proposed development is known, the strategic brief may include existing information such as building surveys, site surveys, information about ground conditions, the location and capacity of utilities and so on. Where there is an existing estate there may also be information about building services, standard components or products, building management system requirements, schedules of existing accommodation and so on. There may also be lessons learned reports from previous projects and there may even be an existing building information model.
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−	The employer should consider team responsibilities and identify appointments that will be necessary during the course of the project, as well as defining the scope of services for those appointments.	+	The employer should consider team responsibilities and identify appointments that will be necessary during the course of the project, as well as defining the outline scope of services for those appointments.

	The employer might begin to record this in a responsibility matrix (or project roles table) setting out broad responsibilities for information production aligned to the project stages. As it develops, the responsibility matrix might also identify limits of authority, reporting structures and any gaps in resources.		The employer might begin to record this in a responsibility matrix (or project roles table) setting out broad responsibilities for information production aligned to the project stages. As it develops, the responsibility matrix might also identify limits of authority, reporting structures and any gaps in resources.

Designing Buildings at 12:47, 29 April 2016

2016-04-29T12:47:50Z

← Older revision		Revision as of 12:47, 29 April 2016
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	The employer's internal team develop the information in the statement of need and preliminary business case into a strategic brief that describes in more detail the requirements the built asset will have to satisfy. The strategic brief should be as detailed as possible and should provide sufficient information to enable the appointment of advisers. Key stakeholders should be involved in preparing the strategic brief, including, where possible, the operators of the completed development.		The employer's internal team develop the information in the statement of need and preliminary business case into a strategic brief that describes in more detail the requirements the built asset will have to satisfy. The strategic brief should be as detailed as possible and should provide sufficient information to enable the appointment of advisers. Key stakeholders should be involved in preparing the strategic brief, including, where possible, the operators of the completed development.

−	The strategic brief should make reference to level 2 BIM. The approach to procuring the new asset will include obligations on suppliers to provide accurate reliable up to date information throughout the course of the project. The strategic brief should state that as well as procuring the design and build of the physical asset the employer will procure a developing project information model (PIM) from suppliers, that is, a progressively more detailed collection of linked models, documents and data, representing a virtual replica of the real built asset. Eventually at hand over the project information model will represent as built information about every aspect of the built asset and will contain sufficient information ~~to be used be used~~ to support maintenance once the asset is operational.	+	The strategic brief should make reference to level 2 BIM. The approach to procuring the new asset will include obligations on suppliers to provide accurate reliable up to date information throughout the course of the project. The strategic brief should state that as well as procuring the design and build of the physical asset the employer will procure a developing project information model (PIM) from suppliers, that is, a progressively more detailed collection of linked models, documents and data, representing a virtual replica of the real built asset. Eventually at hand over the project information model will represent as built information about every aspect of the built asset and will contain sufficient information to support maintenance once the asset is operational.

	Where the likely location for the proposed development is known, the strategic brief may include existing information such as building surveys, site surveys, information about ground conditions, the location and capacity of utilities and so on. Where there is an existing estate there may also be information about building services, standard components or products, building management system requirements, schedules of existing accommodation and so on. There may also be lessons learned reports from previous projects and there may even be an existing building information model.		Where the likely location for the proposed development is known, the strategic brief may include existing information such as building surveys, site surveys, information about ground conditions, the location and capacity of utilities and so on. Where there is an existing estate there may also be information about building services, standard components or products, building management system requirements, schedules of existing accommodation and so on. There may also be lessons learned reports from previous projects and there may even be an existing building information model.

Designing Buildings at 12:46, 29 April 2016

2016-04-29T12:46:38Z

← Older revision		Revision as of 12:46, 29 April 2016
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−	The second part of the 'strategic definition' stage (or 'strategy' stage in PAS 1192:2) involves preparing a strategic brief and an initial responsibility matrix so that advisers can be appointed to carry out feasibility studies and ~~options~~ appraisals.	+	The second part of the 'strategic definition' stage (or 'strategy' stage in PAS 1192:2) involves preparing a strategic brief and an initial responsibility matrix so that advisers can be appointed to carry out feasibility studies and option appraisals.

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	Having established that the project merits further investigation, the employer should appoint an internal team.		Having established that the project merits further investigation, the employer should appoint an internal team.

−	On large projects this may involve creating a project board, establishing user panels and appointing champions responsible for specific aspects of the project. This should include a 'soft landings champion' to ensure ~~that~~ the design optimises operational performance and there is a smooth transition from construction to occupation.	+	On large projects this may involve creating a project board, establishing user panels and appointing champions responsible for specific aspects of the project. This should include a 'soft landings champion' to ensure the design optimises operational performance and there is a smooth transition from construction to occupation.

−	One of the key roles that should be allocated at this stage is an employer side information manager, who will take responsibility for progressive definition of the employer's information requirements ~~ahead of key appointments~~ and will go onto oversee the exchange of information from suppliers and the internal team during the course of the project.	+	One of the key roles that should be allocated at this stage is an employer side information manager, who will take responsibility for the progressive definition of the employer's information requirements and will go onto oversee the exchange of information from suppliers and the internal team during the course of the project. If the employer is not experienced at adopting BIM processes they may benefit from the appointment of an external BIM adviser to advise them how to define the employer's information requirements.
−		+
−	If the employer is not experienced at adopting BIM processes they may benefit from the appointment of an external BIM adviser to advise them how to define the employer's information requirements.	+

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	The employer's internal team develop the information in the statement of need and preliminary business case into a strategic brief that describes in more detail the requirements the built asset will have to satisfy. The strategic brief should be as detailed as possible and should provide sufficient information to enable the appointment of advisers. Key stakeholders should be involved in preparing the strategic brief, including, where possible, the operators of the completed development.		The employer's internal team develop the information in the statement of need and preliminary business case into a strategic brief that describes in more detail the requirements the built asset will have to satisfy. The strategic brief should be as detailed as possible and should provide sufficient information to enable the appointment of advisers. Key stakeholders should be involved in preparing the strategic brief, including, where possible, the operators of the completed development.

−	The strategic brief should make reference to level 2 BIM. The approach to procuring the new asset will include obligations on suppliers to provide accurate reliable up to date information throughout the course of the project. The strategic brief should state that as well as procuring the design and build of physical asset the ~~employer’s intent is to~~ procure a developing project information model (PIM) from suppliers ~~during the course of the project~~, that is, a progressively more detailed collection of linked models, documents and data, representing a virtual replica of the real built asset. Eventually at hand over the project information model will represent as built information about every aspect of the built asset~~. It~~ will contain sufficient information to be used be used to support maintenance ~~purposes~~ once the asset is operational. ~~At this point the information model is referred to the asset information model (AIM)~~	+	The strategic brief should make reference to level 2 BIM. The approach to procuring the new asset will include obligations on suppliers to provide accurate reliable up to date information throughout the course of the project. The strategic brief should state that as well as procuring the design and build of the physical asset the employer will procure a developing project information model (PIM) from suppliers, that is, a progressively more detailed collection of linked models, documents and data, representing a virtual replica of the real built asset. Eventually at hand over the project information model will represent as built information about every aspect of the built asset and will contain sufficient information to be used be used to support maintenance once the asset is operational.

	Where the likely location for the proposed development is known, the strategic brief may include existing information such as building surveys, site surveys, information about ground conditions, the location and capacity of utilities and so on. Where there is an existing estate there may also be information about building services, standard components or products, building management system requirements, schedules of existing accommodation and so on. There may also be lessons learned reports from previous projects and there may even be an existing building information model.		Where the likely location for the proposed development is known, the strategic brief may include existing information such as building surveys, site surveys, information about ground conditions, the location and capacity of utilities and so on. Where there is an existing estate there may also be information about building services, standard components or products, building management system requirements, schedules of existing accommodation and so on. There may also be lessons learned reports from previous projects and there may even be an existing building information model.

−	Wherever possible information in the strategic brief should be provided in a format that will be easy to use and interrogate during the development of the project and in the operation of the completed built asset, for example, spreadsheets scheduling existing accommodation, 3D laser surveys and so on. This is important because specialist formats, some native file formats and even PDF’s may not be genuinely usable by an employer, that is, it may not be possible for the employer to fully interrogate or modify the information they contain.	+	Wherever possible, information in the strategic brief should be provided in a format that will be easy to use and interrogate during the development of the project and in the operation of the completed built asset, for example, spreadsheets scheduling existing accommodation, 3D laser surveys and so on. This is important because specialist formats, some native file formats and even PDF’s may not be genuinely usable by an employer, that is, it may not be possible for the employer to fully interrogate or modify the information they contain.

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	Has an assessment been made of the appointments required to carry out feasibility studies and option appraisals?		Has an assessment been made of the appointments required to carry out feasibility studies and option appraisals?

−	Should appointments be made to carry out feasibility studies and ~~options~~ appraisals?	+	Should appointments be made to carry out feasibility studies and option appraisals?
	\|Strategic brief, including existing information.		\|Strategic brief, including existing information.
	Initial responsibility matrix.		Initial responsibility matrix.