Several significant and parallel activities need to be carried out during Stage 1 Preparation and Brief to ensure that Stage 2 Concept Design is as productive as possible. These split broadly into two categories:
A - assembling the project team and de ning each party’s roles and responsibilities and the Information Exchanges.
B - The preparation of the Initial Project Brief is the most important task undertaken during Stage 1. The time required to prepare it will depend on the complexity of the project.
When preparing the Initial Project Brief, it is necessary to consider:
- developing the Initial Project Brief and any related Feasibility Studies
- the project’s spatial requirements
- the desired Project Outcomes, which may be derived following Feedback from earlier and similar projects
- the site or context, by undertaking site appraisals and collating Site Information, including building surveys
- the budget.
- A project Risk Assessment is required to determine the risks to each party. The development of the procurement strategy, Project Programme and, in some instances, a (town) planning strategy are all part of this early risk analysis.
The importance of properly establishing the project team cannot be underestimated, given the increasing use of technology that enables remote communication and project development using BIM. For Stage 2 to commence in earnest, it is essential that the team is properly assembled. The main tasks are:
- Develop Project Objectives, including Quality Objectives and Project Outcomes, Sustainability Aspirations, Project Budget, other parameters or constraints and develop Initial Project Brief. Undertake Feasibility Studies and review of Site Information.Prepare Project Roles Table and Contractual Tree and continue assembling the project team.
- Review Project Programme.
- Pre-application discussions may be required during this stage to discuss and determine the suitability of Feasibility Studies.
- Prepare Handover Strategy and Risk Assessments.
- Agree Schedule of Services, Design Responsibility Matrix and Information Exchanges and prepare Project Execution Plan including Technologyand Communication Strategies and consideration of Common Standards to be used.
The support tasks during this stage are focused on ensuring that the project team is properly assembled and that consideration is given to the handover of the project and the post-occupancy services that are required.
The 'output' of this Stage is the Initial Project Brief.