Engagement plan
Smart Building Overlay to the RIBA Plan of Work, published by the RIBA in 2024, defines an engagement plan as: ‘A written document outlining engagement scope, purpose, aim(s) and objectives, relevant policies, engagement study area, stakeholder engagement map and register, desktop study, appraisal of impact on protected characteristic groups. This may be developed alongside the project plan and updated throughout the project as necessary.’
Engagement Overlay to the RIBA Plan of Work, published by the RIBA in January 2024, states in relation to engagement plans:
The engagement lead creates a written document in conjunction with the project brief and consistently reviews it throughout the project. The insights extracted from the engagement plan guide the procedural aspects of the project and contribute to the evolution of the design at every stage of the work.
- Preliminary engagement plan: Overall engagement scope, purpose, aim(s) and objectives, relevant policies, engagement study area, stakeholder engagement map and register, desktop study, appraisal of impact on protected characteristic groups. Related to RIBA Work Stage 0.
- Engagement plan: Review the stakeholder engagement map; define the scope of the engagement; review purpose, aim(s) and objectives. Define language and terms of reference for engagement, determine the measurement of success, engagement methods, register of participants, financial aims and limitations and engagement outcomes.
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