Traditional contract: business justification - Revision history

Editor at 13:11, 24 September 2020

2020-09-24T13:11:44Z

← Older revision		Revision as of 13:11, 24 September 2020
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−		+	[[File:Project_plan_traditional_contract.jpg\|link=Traditional_contract:_outline_work_plan]]
−	[[File:~~Project plan traditional contract.jpg\|800x106px\|alt=Project plan traditional contract~~.jpg\|link=~~Traditional contract~~: ~~outline work plan~~]]	+

	The business justification stage is the first stage. It takes place once a business need has been identified which might result in a building project. The stage involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project. The business justification stage takes place before the appointment of the main consultant team, so the client may wish to appoint independent client advisers to help them.		The business justification stage is the first stage. It takes place once a business need has been identified which might result in a building project. The stage involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project. The business justification stage takes place before the appointment of the main consultant team, so the client may wish to appoint independent client advisers to help them.

−	= ~~'''~~Defining the business need.~~'''~~ =	+	= Defining the business need. =

	The client identifies a business need which might result in a building project and selects a preliminary internal team to assess whether there is justification for the project.		The client identifies a business need which might result in a building project and selects a preliminary internal team to assess whether there is justification for the project.
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	The client prepares a statement of need, which is a first attempt to describe the possible requirements of the project. This may or may not result in the need for a project, and even if a project is necessary, it may not require a new building.		The client prepares a statement of need, which is a first attempt to describe the possible requirements of the project. This may or may not result in the need for a project, and even if a project is necessary, it may not require a new building.

−	= ~~'''~~Preparing a preliminary business case.~~'''~~ =	+	= Preparing a preliminary business case. =

	Very experienced clients may have in-house expertise allowing them to make appointments, and to prepare a preliminary business case and strategic brief. However, many clients will not have the full range of skills required and may wish to appoint independent client advisers to assist them. These advisers are separate from the consultant team which will undertake the actual design of the project. Go to the work stage: Traditional contract: appointment.		Very experienced clients may have in-house expertise allowing them to make appointments, and to prepare a preliminary business case and strategic brief. However, many clients will not have the full range of skills required and may wish to appoint independent client advisers to assist them. These advisers are separate from the consultant team which will undertake the actual design of the project. Go to the work stage: Traditional contract: appointment.
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	The client assesses the preliminary business case and decides whether it merits investigating in more detail and whether procedures should be established for appointing a consultant team.		The client assesses the preliminary business case and decides whether it merits investigating in more detail and whether procedures should be established for appointing a consultant team.

−	= ~~'''~~Establishing an internal organisation.~~'''~~ =	+	= Establishing an internal organisation. =

	The organisational structure for the project will have been defined and approved in the client's preliminary business case and may include:		The organisational structure for the project will have been defined and approved in the client's preliminary business case and may include:
−	*A project director.
−	*A project board to advise the project director on technical and user matters.
−	*A project sponsor responsible for day to day liaisons with the consultant team and independent client advisers.
−	*Champions (perhaps heads of departments) to take responsibility for the quality of the project.
−	*User panels to bring experience to briefing and design workshops.
−	*Project stakeholders to be consulted during the early stages of the project.

−	~~= Preparing an initial strategic brief~~. ~~<br/> =~~	+	* A project director.
		+	* A project board to advise the project director on technical and user matters.
		+	* A project sponsor responsible for day to day liaisons with the consultant team and independent client advisers.
		+	* Champions (perhaps heads of departments) to take responsibility for the quality of the project.
		+	* User panels to bring experience to briefing and design workshops.
		+	* Project stakeholders to be consulted during the early stages of the project.

−	The client develops the statement of need into an initial strategic brief which provides sufficient information about the project to allow the appointment of a consultant team who will carry out feasibility studies and options appraisals, prepare a project brief and design the development.~~<br/>~~	+	= Preparing an initial strategic brief. =
		+
		+	The client develops the statement of need into an initial strategic brief which provides sufficient information about the project to allow the appointment of a consultant team who will carry out feasibility studies and options appraisals, prepare a project brief and design the development.

	The initial strategic brief may include the identification of potential sites for the development. It should be noted that for particularly large projects, an environmental impact assessment may be required by the local planning authority and that this may include an assessment of alternative sites for the development. It is important to consider this when assessing potential sites. Identifying possible sites, and considering their impacts (such as the possibility of moving staff) can be a complicated process and may require the appointment of independent client advisers (such as surveyors).		The initial strategic brief may include the identification of potential sites for the development. It should be noted that for particularly large projects, an environmental impact assessment may be required by the local planning authority and that this may include an assessment of alternative sites for the development. It is important to consider this when assessing potential sites. Identifying possible sites, and considering their impacts (such as the possibility of moving staff) can be a complicated process and may require the appointment of independent client advisers (such as surveyors).
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	The client undertakes risk assessment and value management exercises, sets an initial budget for the project and considers funding options for the project. They may then revise the preliminary business case and strategic brief.		The client undertakes risk assessment and value management exercises, sets an initial budget for the project and considers funding options for the project. They may then revise the preliminary business case and strategic brief.

−	= ~~'''~~Assessing whether there is sufficient justification to progress to the next stage.~~'''~~ =	+	= Assessing whether there is sufficient justification to progress to the next stage. =

	The client considers the preliminary business case and strategic brief and decides whether to proceed to the next stage where the consultant team will be appointed, feasibility studies undertaken, and options assessments carried out.		The client considers the preliminary business case and strategic brief and decides whether to proceed to the next stage where the consultant team will be appointed, feasibility studies undertaken, and options assessments carried out.

−	----	+	-----
−		+	⇒ [[Traditional_contract:_outline_work_plan\|outline plan]] \| [[Traditional_contract:_feasibility_studies\|next stage]]
−	⇒ [[~~Traditional%20contract%3A%20outline%20work%20plan~~\|outline plan]] \| [[~~Traditional%20contract%3A%20feasibility%20studies~~\|next stage]]	+

−	[[Category:Traditional_contract]]	+	[[Category:DCN_Collection]] [[Category:DCN_Guidance]] [[Category:Traditional_contract]]

Designing Buildings at 12:37, 24 June 2015

2015-06-24T12:37:09Z

← Older revision		Revision as of 12:37, 24 June 2015
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−	[[File:Project plan traditional contract.jpg\|800x106px\|alt=Project plan traditional contract.jpg\|link=Traditional contract: outline work plan]]The business justification stage is the first stage, taking place once a business need has been identified which might result in a building project. This stage involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project. The business justification stage takes place before the appointment of the main consultant team that will deliver the project, so the client may wish to appoint independent client advisers to help them.	+	[[File:Project plan traditional contract.jpg\|800x106px\|alt=Project plan traditional contract.jpg\|link=Traditional contract: outline work plan]]

−	~~----~~	+	The business justification stage is the first stage. It takes place once a business need has been identified which might result in a building project. The stage involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project. The business justification stage takes place before the appointment of the main consultant team, so the client may wish to appoint independent client advisers to help them.

−	~~⇒ [[Traditional%20contract%3A%20outline%20work%20plan\|outline plan]] \| [[Traditional%20contract%3A%20feasibility%20studies\|next stage]]~~	+	= '''Defining the business need.''' =

−	~~----~~	+	The client identifies a business need which might result in a building project and selects a preliminary internal team to assess whether there is justification for the project.

−	~~'''A. Defining the business need.'''~~	+	The client prepares a statement of need, which is a first attempt to describe the possible requirements of the project. This may or may not result in the need for a project, and even if a project is necessary, it may not require a new building.
−	~~#The client identifies a business need which might result in a building project.~~	+
−	~~#The client selects a preliminary internal team to assess whether there is justification for the project.~~	+
−	#The client prepares a statement of need, which is a first attempt to describe the possible requirements of the project. This may or may not result in the need for a project, and even if a project is necessary, it may not require a new building.	+

−	~~----~~	+	= '''Preparing a preliminary business case.''' =

−	~~'''B. Preparing a preliminary business case.'''~~	+	Very experienced clients may have in-house expertise allowing them to make appointments, and to prepare a preliminary business case and strategic brief. However, many clients will not have the full range of skills required and may wish to appoint independent client advisers to assist them. These advisers are separate from the consultant team which will undertake the actual design of the project. Go to the work stage: Traditional contract: appointment.
−	#Very experienced clients may have in-house expertise allowing them to make appointments, and to prepare a preliminary business case and strategic brief. However, many clients will not have the full range of skills required and may wish to appoint independent client advisers to assist them. These advisers are separate from the consultant team ~~that~~ will ~~deliver~~ the project. Go to the work stage: Traditional contract: appointment.	+
−	~~#The client explores high level options for meeting the requirements set out in the statement of need. This may include an assessment of comparable projects.~~	+
−	~~#The client undertakes risk assessment and value management exercises.~~	+
−	#The client prepares a preliminary business case, which is a first attempt to justify the investment required by the potential project. It should include a management structure, draft legal agreements and funding options.	+

−	~~----~~	+	The client explores high level options for meeting the requirements set out in the statement of need. This may include an assessment of comparable projects. They then prepare a preliminary business case, which is a first attempt to justify the investment required by the potential project and should include a management structure, draft legal agreements and funding options.

−	~~'''C. Assessing whether there is sufficient justification for the project.'''~~	+	The client assesses the preliminary business case and decides whether it merits investigating in more detail and whether procedures should be established for appointing a consultant team.
−	#The client assesses the preliminary business case and decides whether it merits investigating in more detail and whether procedures should be established for appointing a consultant team.	+

−	~~----~~	+	= '''Establishing an internal organisation.''' =

−	'~~''D~~. ~~Creating an internal organisation~~.~~'''~~	+	The organisational structure for the project will have been defined and approved in the client's preliminary business case and may include:
		+	*A project director.
		+	*A project board to advise the project director on technical and user matters.
		+	*A project sponsor responsible for day to day liaisons with the consultant team and independent client advisers.
		+	*Champions (perhaps heads of departments) to take responsibility for the quality of the project.
		+	*User panels to bring experience to briefing and design workshops.
		+	*Project stakeholders to be consulted during the early stages of the project.

−	~~NB The organisational structure for the project will have been defined and approved in the client's preliminary business case.~~	+	= Preparing an initial strategic brief. <br/> =
−	~~#The client appoints a project director.~~	+
−	~~#The client appoints a project board to advise the project director on technical and user matters.~~	+
−	~~#The client appoints a project sponsor who will be responsible for day to day liaisons with the consultant team and independent client advisers.~~	+
−	~~#The client appoints champions (perhaps heads of departments) to take responsibility for the quality of the project.~~	+
−	~~#The client establishes user panels to bring experience to briefing and design workshops.~~	+
−	~~#The client identifies project stakeholders to be consulted during the early stages of the project~~.	+

−	~~----~~	+	The client develops the statement of need into an initial strategic brief which provides sufficient information about the project to allow the appointment of a consultant team who will carry out feasibility studies and options appraisals, prepare a project brief and design the development.<br/>

−	~~'''E. Setting out the client's objectives and needs in sufficient detail to appoint a consultant team.'''~~	+	The initial strategic brief may include the identification of potential sites for the development. It should be noted that for particularly large projects, an environmental impact assessment may be required by the local planning authority and that this may include an assessment of alternative sites for the development. It is important to consider this when assessing potential sites. Identifying possible sites, and considering their impacts (such as the possibility of moving staff) can be a complicated process and may require the appointment of independent client advisers (such as surveyors).
−	#The ~~client assesses the nature of the the consultant team that will be required to carry out feasibility studies and options appraisals, prepare a project brief and design the development.~~	+
−	~~#The client develops the statement of need into an~~ initial strategic brief ~~which provides sufficient information about the project to allow the appointment of a consultant team. This will~~ include the identification of potential sites for the development. It should be noted that for particularly large projects, an environmental impact assessment may be required by the local planning authority and that this may include an assessment of alternative sites for the development. It is important to consider this when assessing potential sites. Identifying possible sites, and considering their impacts (such as the possibility of moving staff) can be a complicated process and may require the appointment of independent client advisers (such as surveyors)~~. Go to the work stage: Traditional contract: appointment.~~	+
−	~~#The client undertakes risk assessment and value management exercises.~~	+
−	~~#The client sets an initial budget for the project.~~	+
−	~~#The client considers funding options for the project.~~	+
−	~~#The client revises the preliminary business case and strategic brief~~.	+

−	~~----~~	+	The client undertakes risk assessment and value management exercises, sets an initial budget for the project and considers funding options for the project. They may then revise the preliminary business case and strategic brief.

−	'''F. Assessing whether there is sufficient justification to progress to the next stage.'''	+	= '''Assessing whether there is sufficient justification to progress to the next stage.''' =
−	#The client considers ~~and comments on~~ the preliminary business case and strategic brief and decides whether to proceed to the next stage where the consultant team will be appointed, feasibility studies undertaken, and options assessments carried out.	+
		+	The client considers the preliminary business case and strategic brief and decides whether to proceed to the next stage where the consultant team will be appointed, feasibility studies undertaken, and options assessments carried out.

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Designing Buildings: Removed protection from "Traditional contract: business justification"

2015-06-24T12:26:37Z

Removed protection from "Traditional contract: business justification"

← Older revision

Revision as of 12:26, 24 June 2015

Designing Buildings at 13:56, 19 May 2014

2014-05-19T13:56:45Z

← Older revision		Revision as of 13:56, 19 May 2014
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−	[[File:Project plan traditional contract.jpg\|800x106px\|alt=Project plan traditional contract.jpg\|link=~~Traditional_contract~~:~~_outline_work_plan~~]]The business justification stage is the first stage, taking place once a business need has been identified which might result in a building project. This stage involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project. The business justification stage takes place before the appointment of the main consultant team that will deliver the project, so the client may wish to appoint independent client advisers to help them.	+	[[File:Project plan traditional contract.jpg\|800x106px\|alt=Project plan traditional contract.jpg\|link=Traditional contract: outline work plan]]The business justification stage is the first stage, taking place once a business need has been identified which might result in a building project. This stage involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project. The business justification stage takes place before the appointment of the main consultant team that will deliver the project, so the client may wish to appoint independent client advisers to help them.

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	'''B. Preparing a preliminary business case.'''		'''B. Preparing a preliminary business case.'''
−	#Very experienced clients may have in-house expertise allowing them to make appointments, and to prepare a preliminary business case and strategic brief. However, many clients will not have the full range of skills required and may wish to appoint independent client advisers to assist them. These advisers are separate from the consultant team, that will deliver the project. Go to the work stage: Traditional contract: appointment.	+	#Very experienced clients may have in-house expertise allowing them to make appointments, and to prepare a preliminary business case and strategic brief. However, many clients will not have the full range of skills required and may wish to appoint independent client advisers to assist them. These advisers are separate from the consultant team that will deliver the project. Go to the work stage: Traditional contract: appointment.
	#The client explores high level options for meeting the requirements set out in the statement of need. This may include an assessment of comparable projects.		#The client explores high level options for meeting the requirements set out in the statement of need. This may include an assessment of comparable projects.
	#The client undertakes risk assessment and value management exercises.		#The client undertakes risk assessment and value management exercises.

Designing Buildings at 14:13, 27 February 2014

2014-02-27T14:13:30Z

← Older revision		Revision as of 14:13, 27 February 2014
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−	[[File:Project plan traditional contract.jpg\|800x106px\|alt=Project plan traditional contract.jpg]]The business justification stage is the first stage, taking place once a business need has been identified which might result in a building project. This stage involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project. The business justification stage takes place before the appointment of the main consultant team that will deliver the project, so the client may wish to appoint independent client advisers to help them.	+	[[File:Project plan traditional contract.jpg\|800x106px\|alt=Project plan traditional contract.jpg\|link=Traditional_contract:_outline_work_plan]]The business justification stage is the first stage, taking place once a business need has been identified which might result in a building project. This stage involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project. The business justification stage takes place before the appointment of the main consultant team that will deliver the project, so the client may wish to appoint independent client advisers to help them.

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Designing Buildings at 08:41, 6 January 2014

2014-01-06T08:41:09Z

← Older revision		Revision as of 08:41, 6 January 2014
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	'''B. Preparing a preliminary business case.'''		'''B. Preparing a preliminary business case.'''
−	#Very experienced clients may have in-house expertise allowing them to make appointments, and to prepare a preliminary business case and strategic brief. However, many clients will not have the full range of skills required and may wish to appoint independent client advisers to assist them. These advisers are separate from the consultant team, ~~which~~ will ~~undertake the actual design of~~ the project. Go to the work stage: Traditional contract: appointment.	+	#Very experienced clients may have in-house expertise allowing them to make appointments, and to prepare a preliminary business case and strategic brief. However, many clients will not have the full range of skills required and may wish to appoint independent client advisers to assist them. These advisers are separate from the consultant team, that will deliver the project. Go to the work stage: Traditional contract: appointment.
	#The client explores high level options for meeting the requirements set out in the statement of need. This may include an assessment of comparable projects.		#The client explores high level options for meeting the requirements set out in the statement of need. This may include an assessment of comparable projects.
	#The client undertakes risk assessment and value management exercises.		#The client undertakes risk assessment and value management exercises.
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−	'''D. ~~Establishing~~ an ~~organisational structure~~.'''	+	'''D. Creating an internal organisation.'''

	NB The organisational structure for the project will have been defined and approved in the client's preliminary business case.		NB The organisational structure for the project will have been defined and approved in the client's preliminary business case.
	#The client appoints a project director.		#The client appoints a project director.
	#The client appoints a project board to advise the project director on technical and user matters.		#The client appoints a project board to advise the project director on technical and user matters.
−	#The client appoints a project sponsor responsible for day to day liaisons with the consultant team and independent client advisers.	+	#The client appoints a project sponsor who will be responsible for day to day liaisons with the consultant team and independent client advisers.
	#The client appoints champions (perhaps heads of departments) to take responsibility for the quality of the project.		#The client appoints champions (perhaps heads of departments) to take responsibility for the quality of the project.
	#The client establishes user panels to bring experience to briefing and design workshops.		#The client establishes user panels to bring experience to briefing and design workshops.

Designing Buildings at 08:36, 6 January 2014

2014-01-06T08:36:08Z

← Older revision		Revision as of 08:36, 6 January 2014
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	'''A. Defining the business need.'''		'''A. Defining the business need.'''
	#The client identifies a business need which might result in a building project.		#The client identifies a business need which might result in a building project.
−	#The client ~~appoints~~ a preliminary internal team to assess whether there is justification for the project.	+	#The client selects a preliminary internal team to assess whether there is justification for the project.
	#The client prepares a statement of need, which is a first attempt to describe the possible requirements of the project. This may or may not result in the need for a project, and even if a project is necessary, it may not require a new building.		#The client prepares a statement of need, which is a first attempt to describe the possible requirements of the project. This may or may not result in the need for a project, and even if a project is necessary, it may not require a new building.

Designing Buildings at 08:35, 6 January 2014

2014-01-06T08:35:07Z

← Older revision		Revision as of 08:35, 6 January 2014
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−	[[File:Project plan traditional contract.jpg\|800x106px]]The business justification stage is the first stage, taking place once a business need has been identified which might result in a building project. This stage involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project. The business justification stage takes place before the appointment of the consultant team, so the client may wish to appoint independent client advisers.	+	[[File:Project plan traditional contract.jpg\|800x106px\|alt=Project plan traditional contract.jpg]]The business justification stage is the first stage, taking place once a business need has been identified which might result in a building project. This stage involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project. The business justification stage takes place before the appointment of the main consultant team that will deliver the project, so the client may wish to appoint independent client advisers to help them.

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Designing Buildings at 17:06, 26 June 2013

2013-06-26T17:06:20Z

← Older revision		Revision as of 17:06, 26 June 2013
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−	The business justification stage is the first stage, taking place once a business need has been identified which might result in a building project. This stage involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project. The business justification stage takes place before the appointment of the consultant team, so the client may wish to appoint independent client advisers.	+	[[File:Project plan traditional contract.jpg\|800x106px]]The business justification stage is the first stage, taking place once a business need has been identified which might result in a building project. This stage involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project. The business justification stage takes place before the appointment of the consultant team, so the client may wish to appoint independent client advisers.

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Designing Buildings at 16:21, 26 June 2013

2013-06-26T16:21:27Z

← Older revision		Revision as of 16:21, 26 June 2013
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	The business justification stage is the first stage, taking place once a business need has been identified which might result in a building project. This stage involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project. The business justification stage takes place before the appointment of the consultant team, so the client may wish to appoint independent client advisers.		The business justification stage is the first stage, taking place once a business need has been identified which might result in a building project. This stage involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project. The business justification stage takes place before the appointment of the consultant team, so the client may wish to appoint independent client advisers.
		+
		+	----

	⇒ [[Traditional%20contract%3A%20outline%20work%20plan\|outline plan]] \| [[Traditional%20contract%3A%20feasibility%20studies\|next stage]]		⇒ [[Traditional%20contract%3A%20outline%20work%20plan\|outline plan]] \| [[Traditional%20contract%3A%20feasibility%20studies\|next stage]]