Project brief
A useful first call starts here.
Print this worksheet, fill it in with your team, and bring it to the first technical conversation.
Project brief
A useful first call starts here.
Print this worksheet, fill it in with your team, and bring it to the first technical conversation.
Before the call
Four sections, one page.
You do not need a finished specification to start. These four sections are enough for a technical conversation that goes somewhere.
01
Building type & stage
What are we looking at, and where is it in the programme?
- Building type
- Location
- Stage
- Approximate floor area
02
Systems in scope
Which systems need to work together?
- HVAC & plant
- Lighting & shading
- Access & CCTV
- Energy & metering
03
Operating model
Who runs the building, and what do they need to see?
- Operating team
- Where they sit
- Key decisions
- Reporting needs
04
Outcome & constraints
What will the project be measured on?
- Primary outcome
- Success measure
- Budget range
- Programme constraints
Subsystem checklist
Tick the systems that are already installed or specified.
This worksheet is a starting point, not a specification. The audit will confirm what is available and what is missing.
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