B12 Identify and evaluate stakeholder, user, community and sustainable project requirements
B12.2 Identify, assess and agree project requirements and stakeholder preferences
Performance Criteria - this involves being
able to...
(a) clarify the project stakeholders' understanding of
project processes and the roles of those who need
to be involved
(b) identify and agree with project stakeholders
what their goals and priorities are both now and
for the future
(c) identify the function and performance
requirements for the project
(d) clarify the project stakeholders' circumstances
and requirements, the options available and the
constraints and risks which might apply to the
project
(e) advise project stakeholders about new
regulatory or technological requirements and
innovations to enable them to make informed
decisions
(f) summarise and present the project requirements
and stakeholders preferences
(g) challenge project requirements and stakeholders
preferences which do not appear to be realistic,
decide valid options and agree them in writing
The Range...
[1] Project Stakeholders:
• the client;
• the clients financial advisers;
• design consultants;
• potential contractors;
• potential subcontractors and suppliers;
• potential investors;
• funding agencies;
• independent client advisers;
• user groups;
• community groups
[2] Agree:
• direct with a client;
• by negotiation and agreement with partnering
team;
• facilitation
[3] Goals and priorities:
• quantity;
• design quality;
• cost;
• time;
• development;
• improvement;
• use/adaptability;
• whole life costs;
• health, safety and welfare;
• sustainability;
• environmental benefits;
• economic benefits;
• community benefits;
• security;
• market demands;
• changing circumstances
[4] Clarify the project stakeholders’
circumstances and requirements by:
• reference to standard documentation;
• checklists;
• client consultation;
• questionnaires;
• comparative field research;
• market research;
• identifying options and alternatives;
• use of benchmarking tool(s)
[5] Constraints and risks:
• cost;
• time;
• quality;
• health and safety;
• the environment
• client requirements;
[6] Present:
• orally;
• in writing;
• graphically;
• electronically
B12 Identify and evaluate stakeholder, user, community and sustainable project requirements
B12.2 Identify, assess and agree project requirements and stakeholder preferences
The Evidence - performance and
process
The Evidence - knowledge and
understanding
Product Evidence:
(1) How do you clarify the project stakeholders'
understanding of project processes and the roles of
those who need to be involved? (application) (a) [1]
(1) Summary(ies) of stakeholder goals, priorities and
requirements (a,b,c,d) [all]
(2) Option(s) agreed in writing (f) [2]
(3) Advice given to project stakeholders about new
regulatory or technological requirements and
innovations (e) [1]
(2) What do you identify to be the project stakeholders'
goals and priorities both now and in the future?
(understanding) (b) [1,3]
(3) How and why do you agree with the project
stakeholders what their goals and priorities are both
now and in the future? (evaluation) (b) [1,2,3]
Process Evidence:
(1) Presentation(s) of the summary of requirements and
preferences (f) [1,2,6]
(4) What do you identify as the function and performance
requirements for the project? (understanding) (c)
(5) How do you clarify the project stakeholders'
circumstances and requirements, the options
available and the constraints and risks which might
apply to the project? (application) (d) [1,2,4,5]
(6) How and why do you advise project stakeholders
about new regulatory or technological requirements and
innovations to enable them to make informed
decisions? (synthesis) (e) [1]
(7) How and why do you challenge project requirements
and stakeholders' preferences? (analysis) (g) [1,3]
(8) How and why do you advise project stakeholders
about new regulatory or technological requirements and
innovations to enable them to make informed
decisions? (synthesis) (e) [1]
(9) How and why do you decide which options are valid
and agree them in writing? (evaluation) (g) [1,3]
(10) How do you summarise the project requirements and
stakeholders' preferences? (application) (f) [1,2,4,6]
(11) How do you present the project requirements and
stakeholders' preferences? (application) (f) [1,2,4,6]