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Briefing and evaluation: how to give clients what they want by learning from projects
Talks and lectures

Briefing and evaluation: how to give clients what they want by learning from projects

​Evidence shows that many buildings are not performing as intended, leading to a ‘performance gap’. Working towards agreed outcomes and avoiding common pitfalls can increase client satisfaction and reduce this gap. This seminar will explain how better briefing, delivery and evaluation can help give clients what they want, and how you can learn from projects after handover.

This seminar will show how briefing, design and procurement influence building performance and the common pitfalls to avoid. It will explain how to better influence project outcomes and client satisfaction, and how you can learn from projects after handover.

Presenting evidence of the ‘performance gap’ showing many buildings don’t meet their intended design expectations and the main causes, this seminar will explain how good briefing and stakeholder engagement can help give better outcomes, as well as the key roles that method of procurement and project implementation strategy play.

Subject matter includes:

  • Context and background: brief description of UK government construction objectives, feedback from performance gap studies and lessons learnt from post occupancy reviews
  • Performance regulations: having an eye on which regulations set at EU level might change
  • Better briefing and setting performance targets: the importance of adequate briefing to understand client objectives, expectations for comfort and building performance.
  • What do we know about the factors that influence occupancy satisfaction? Evidence from research on building performance assessments and the implications for design and construction. Consulting with project stakeholders including end-users and maintenance issues
  • How the focus on outcomes will affect procurement and delivery: overview of soft landings and aftercare. Importance of construction management, testing and commissioning.
  • Understanding how user behaviour affects outcomes: how we can ensure that users can get the best use of their buildings
  • Avoiding pitfalls: knowing the common strategic issues in design and construction that can jeopardise successful outcomes
  • Post occupancy evaluation: interviews, surveys and monitoring
  • Case studies: practical examples and lessons learnt
  • Interactive session: reviewing objectives and measuring outcomes

Speaker: Ashley Bateson, Hoare Lea
Ashley has over 20 years’ experience in the construction industry, specialising in low energy building design and sustainable development. He has gained broad experience working on a wide range of masterplanning, educational, commercial, industrial and residential projects. Ashley is Chair of the CIBSE Homes for the Future Group, Chair the ACE Sustainability Group and a Board Member of the Association for Consultancy and Engineering (ACE). He is a member of the RIBA Sustainable Futures Group, BSRIA Soft Landings User Group and advises the Design Commission for Wales, and also sits on the design review panel for the Cambridge Quality Panel.

Core Curriculum topics
1. Designing and building it
2. Climate

Non-member - £106.80 (£89 + VAT)
Student member - £18 (£15 + VAT)
Member - £74.40 (£62 + VAT)

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