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RICS Planning And Development 2020 > Development And Project Briefs > Flashcards

Development And Project Briefs Flashcards

1
Q
  1. What would you typically include in a project brief
A

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

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2
Q
  1. What is typically included in a development brief ?
A

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)

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3
Q
  1. What are the stages to developing a brief
A

Statement of need
Strategic brief
Project brief

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4
Q
  1. What is a statement of need ?
A

The statement of need is a concise and coherent statement, supported by evidence, on why the project needs to be undertaken ?

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5
Q
  1. What is a strategic brief ?
A

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

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6
Q
  1. What is a project brief
A

The project brief is the final stage in the process of defining the client’s requirements for the development of a built asset

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7
Q
  1. What are the should be included in a project brief
A

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

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8
Q
  1. How might the criteria for success in the project brief be arrived at ?
A

Review business needs and objectives with the client to see the impact on the project.

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9
Q
  1. When would you typically instruct site surveys ?
A

Preparation of brief

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10
Q
  1. At what point would a project budget typically be agreed with the client ?
A

At RIBA stage 1

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11
Q
  1. What is a preliminary business case ?
A

A report reviewing whether the project is worth further investigation

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12
Q
  1. What is the difference between a development and project brief ?
A

They are formed at different stages

Development brief is formed at strategic brief (Riba Stage 0-2)

Project brief developed at stage 3

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13
Q
  1. What did you include in your project brief in Wembley ?
A 
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
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14
Q
  1. What did you include in your revised brief to you client on Stonebridge ?
A

Revised project description
Revised estimated build budget for quantity surveyor ?
Uplift in professional fees due to change in the requirements ?
Planning constraints ?
Revised programme

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15
Q
  1. What is the aim of producing a brief ?
A

To agree the objectives and KPI

To ensure that the client receives the right project through iterative transformation of needs into building specifications

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16
Q
  1. What is a project execution plan ?
A

A report setting the strategy for managing a project, describing roles and responsibilities and defining policies, procedures and priorities that will be adopted

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17
Q
  1. How would you develop success measurement criteria with you client ?
A

This will be done through a structured briefing process

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18
Q
  1. What are the stages to developing a brief
A

Statement of need
Strategic brief
Project brief

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19
Q
  1. What are the RIBA stages
A 
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
20
Q
  1. What RIBA stage relates to developed brief ?
A

Stage 1

21
Q
  1. What are the steps for managing stakeholders
A

Identify, analyse, plan and engage

22
Q
  1. What RIBA stage deals with you strategic brief ?
A

Stage 0

23
Q
  1. What planning details should be included within a project brief ?
A

Previous planning applications
Planning issues
Site History

24
Q
  1. What would you use to evaluate the key metrics in a project
A

Key performance indicator

25
Q
  1. What is typically included in a KPI ?
A

Key performance indicators are metrics used to evaluate factors that are crucial to the success of a project.

They can be used to:
• Monitor costs.
• Track progress.
• Assess client satisfaction.
• Identify strengths & weaknesses.
• Compare performance across and between projects.
• Assess specific areas of a project such as sustainability, safety, waste management etc.

26
Q
  1. What is a feasibility report
A

Feasibility report - will look at the detail of the design proposal, it’s likelihood to get through planning, the viability of the programme and suitability of budget and contingencies in relation of the perceived risks of the project.

27
Q

What is the importance of the Project Brief?

A

A clear project brief is the starting point for all projects. It gives the team direction and is a benchmark for the success of the development. It is vital to ensure that the team is working in the right direction.

28
Q

What is an outline business case and who develops it?

A

According to the RIBA plan of works there are 3 stages:

  • Strategic brief – might include considering different sites, whether to extend, refurbish or demolish and the key project outcomes.
  • Initial Project Brief – Often in response to feasibility studies, clarifies the business case and the project outcomes.
  • Final Project Brief – Any updates following the concept design stage.
29
Q

How can you make an initial assessment on how to proceed with a project?

A

Feasibility report.

30
Q

What is included in a project brief?

A

It is a formal statement of the objectives and functional and operational requirements of the finished project.

31
Q

How did you go about producing the project brief?

A

Meeting with the client to obtain key information, objectives, target budget and programme, key design requirements and purpose of the development.

32
Q

Are there any other ways to find out this information?

A

Yes, by issuing a questionnaire / briefing document to the client to return.

33
Q

What are the key client requirements?

A

Time, cost & quality

34
Q

How do you define the project requirements

A
  • Expressly stated, e.g. the budget is £2million
  • Broad terms, e.g. the budget is £200 per qs/ft of habitable space
  • Can be a percentage, e.g. the CCTV system must cover 90% of the building
35
Q

How do you identify the key constraints?

A

Assess the site, it’s location, access and history, are there any restrictions in terms of neighborly matters, what is the planning policy, are there any existing structures, what are the terms of the deeds i.e. leasehold or freehold, does the client have a set budget e.g. funding arrangements, is there a particular time constraint, e.g. specific opening or sale / lease date.

36
Q

How do you measure success against the brief?

A

Regular reviews always referring back to the business case / strategic brief. KPI’s and critical success factors.

37
Q

When should a project brief be produced?

A

At RIBA Stage 1.

38
Q

How would you advise the client to ensure that his brief is clear?

A

Engage relevant stakeholders and advisers early, e.g. facilities management and operators. Fully consider the options at feasibility stage and ensure that the proposals are in line with the original business case.

39
Q

What is the diffrence between Development Breif and project breifs

A

A project brief is used to capture the clients requirements and a Development brief is used to ensure compliance with planning policy/ requirements

40
Q

What is a project brief ?

A

This defines the client’s need. It may well be developed in stages.

41
Q

What is a design brief ?

A

This defines the design response to the client’s need. It should be developed in stages,

42
Q

What is typically included in the project brief (Recorded) ?

A

Reference to clients business case

Key Performance Indicators

Risk Management

Time, cost and quality

Identification of stakeholders- decision makers, impacted by project. External and External.

Information collation- Technical, site information, people and legal information.

Key milestones/ programme

43
Q

What is typically included in the project brief (Recorded) ?

A

All the same info as Project brief but has stakeholder consultation and planning requirements/ policy.

44
Q

When will a project brief be used over a development brief ?

A

Project brief- Details clients requirements but will be developed in stages.

Development brief- Instruction to planning consultant and reviewing planning policy and instruct consultants etc. Used to stimulate interest in a site.

45
Q

What is typically included in a business plan ?

A 
Executive summary 
Background
Marketing strategy 
Financial forecasts/ requirements 
Risks and sensitivity analysis
46
Q

What is included in project documentation ?

A 
PEP
Business plan 
Budget 
Communication plan 
Governance strucutre 
Issues log 
Risk register 
Project directory.
47
Q

What is the difference between a project brief and a development brief ?

A

Development brief for compliance with planning legislation.

Project brief is about what the client wants to achieve

RICS Planning And Development 2020 (18 decks)

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