week 3
DESCRIPTION
L6 Moulton College Integrated Consultancy Practice Deliverables and outputsTRANSCRIPT
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LEM3020 Integrated consultancy
practice
Week 3
Jonathan Hazell
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The rules of engagement . . .• Listen, don’t write anything down
• Argue the toss, constructively!
• These slides and maybe some notes are freely available on-line
• But, if you’re a compulsive scribbler, I’ve flagged the key messages
© Jonathan Hazell Page 2Week 3
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Tell me and I'll forget; show me and I may remember;involve me and I'll understand.
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This week’s topics
• Deliverables or outputs
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Next week
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What’s the brief?
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Manage expectations
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Don’t forget . . .
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“You can’t always get what you want,
© Jonathan Hazell Week 3 Page 9http://www.gigslutz.co.uk/wp-content/uploads/2013/07/Rolling-Stones-Hyde-Park-2.jpg Writer: JAGGER, MICK / RICHARDS, KEITH Lyrics © ABKCO Music Inc.
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© Jonathan Hazell Week 3 Page 10
but if you try sometimes you just
might find you get what you need”
Writer: JAGGER, MICK / RICHARDS, KEITH Lyrics © ABKCO Music Inc.
“You can’t always get what you want,
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Pull all the pieces together . . .
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Define, design, deliver
© Jonathan Hazell Week 3 Page 12http://www.vanleasingquotes.com/van-images/Vauxhall/Astra/Large/Vauxhall-Astravan-Sportive-SE-Silver-Large.jpg
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Take your time
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Avoid obvious traps
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Beware Greeks bearing gifts
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If it looks too good to be true . . .
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. . . it probably is
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Use your antennae . . .
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. . . avoid trouble
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“A verbal contract isn’t worth the paper it’s written on”
© Jonathan Hazell Week 3 Page 20http://teigerfamily.files.wordpress.com/2012/08/goldwyn-samuel-02-g.jpg
Write things down
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“As every lawyer knows, setting out clear Terms for any contract, at the outset, is essential if subsequent problems are to be avoided.”
© Jonathan Hazell Week 3 Page 21https://www.jspubs.com/
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“You do not have to say anything.
But it may harm your defence if you do not mention when questioned something which you later rely on in court.
Anything you do say may be given in evidence.”
© Jonathan Hazell Week 3 Page 22http://www.oronozlawyers.com/wp-content/uploads/handcuffs.jpg
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Be risk averse
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Balance the risks
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It’s your choice
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What’s left for you to do?
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• Exactly what remains for you to do depends upon where you fit in the supply chain, which role are you trying to fulfil?
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• Exactly what remains for you to do depends upon where you fit in the supply chain, which role are you trying to fulfil?• custodian
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• Exactly what remains for you to do depends upon where you fit in the supply chain, which role are you trying to fulfil?• custodian, or
• client
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• Exactly what remains for you to do depends upon where you fit in the supply chain, which role are you trying to fulfil?• custodian, or
• client, or
• contractor
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• Exactly what remains for you to do depends upon where you fit in the supply chain, which role are you trying to fulfil?• custodian, or
• client, or
• contractor, or
• consultant
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Define
• From my experience . . .
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• From my experience . . . for every instruction
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• From my experience . . . for every instruction • what will you do?
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• From my experience . . . for every instruction • what will you do?
• what will you accept responsibility for?
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• From my experience . . . for every instruction • what will you do?
• what will you accept responsibility for?
• what will you charge?
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“. . . I will . . .”
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1. Under this proposal as the consultant I will:1. undertake a tree survey and provide a report against the requirements of
Design Stages A – D as referred to in Figure 1: The design and construction process and tree care of BS 5837:2012 Trees in relation to design, demolition and construction – Recommendations (referred to hereafter as BS 5837) at the site shown on [raw data] as supplied by [name] by [email/post] on [date received].
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• From my experience . . . for every instruction • what will you do?
• what will you accept responsibility for?
• what will you charge?
• what will you not do?
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Define
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• From my experience . . . for every instruction • what will you do?
• what will you accept responsibility for?
• what will you charge?
• what will you not do?
• what will you not accept responsibility or liability for?
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“. . . I will not . . .”
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2. Under this proposal as the consultant I will not:
1. meet or contact the local planning authority’s officers to discuss the project that is the subject of the consultancy service; if required those actions will be considered to be a variation
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2. Under this proposal as the consultant I will not:
1. meet or contact the local planning authority’s officers to discuss the project that is the subject of the consultancy service; if required those actions will be considered to be a variation
2. accept any liability that may arise from third-party post-processing of the data that I have captured or recorded unless I have been given adequate opportunity to confirm the veracity of those outputs before they are forwarded to another party.
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• From my experience . . .
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Define
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• From my experience . . . almost without exception
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• From my experience . . . almost without exception• the client or customer may need firm
guidance
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• From my experience . . . almost without exception• the client or customer may need firm
guidance
• the process flow chart will be tortured
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• From my experience . . . almost without exception• the client or customer may need firm
guidance
• the process flow chart will be tortured
• you will learn something to use later
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Always edit
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When to do it?
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Before it’s too late!
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Design
• From my experience . . .
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• From my experience . . . start by looking the wrong way down the telescope
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Week 3http://pukmedia.com/Wenekan_EN/169122162013_moon.jpg
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• From my experience . . .
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• From my experience . . . agree the deliverables before you start
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© Jonathan Hazell Week 3 Page 57James England – [email protected]
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© Jonathan Hazell Week 3 Page 58James England – [email protected]
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• From my experience . . .
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• From my experience . . . only collect the information you need
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http://farm3.staticflickr.com/2540/3771732645_cd3a065f8e_o.jpgWeek 3
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Always edit
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Design
• Your client has defined what they want
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• Your client has defined what they want
• You have an idea of what it is you can deliver
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• Your client has defined what they want
• You have an idea of what it is you can deliver
• Between you, you have agreed the deliverables or outputs
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• Decide how few outputs will deliver the brief
• Decide which supporting documents will you need
• What pieces of information is it likely that your opinion be based on?
• How will you illustrate what you’re saying?
• Go and get on with it
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You do not have to say anything.
But it may harm your defence if you do not mention when questioned something which you later rely on in court.
Anything you do say may be given in evidence.
© Jonathan Hazell Week 3 Page 71http://www.oronozlawyers.com/wp-content/uploads/handcuffs.jpg
Don’t forget
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What are the routine outputs?
• tree surveys• foreseeability
• inventory
• trees on development sites• Arboricultural impact assessment
• Tree protection plan
• Arboricultural method statement
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• what else?
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What is a typical client?
• All sorts of clients• domestic
• commercial
• publicly funded
• knowledgeable
• know all's
• interested amateurs
• un-knowing professionals
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What format will be required?
• narrative report?
• photographs?
• Expert witness statement?
• spreadsheet?
• SHP file?
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Client ready data
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Client ready data
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Client ready data
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Client ready data
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Your client may know what they want
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You will have to decide how to deliver
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• tree surveys• foreseeability
• inventory
• trees on development sites• Arboricultural impact assessment
• Tree protection plan
• Arboricultural method statement
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. . . but, can you persuade
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. . . but, can you persuade
• your client?
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. . . but, can you persuade
• the architect, or developer, or quantity surveyor?
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. . . but, can you persuade
• the planners?
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. . . but, can you persuade
• the ecologists?
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. . . but, can you persuade
• the bird people?
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. . . but, can you persuade
• the clerk of works?
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. . . but, can you persuade
• the digger driver?
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. . . but, can you persuade
• the ground worker?
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. . . but, can you persuade
• the owner/site manager?
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Have you delivered?
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What was the brief?
• What are your client’s expectations?
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What was the brief?
• Have you answered the question that you framed on behalf of your client?
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What was the brief?
• Have you got all the data, quantitative and qualitative, that you need?
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What was the brief?
• Have you done all the research that you need to substantiate your position?
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What was the brief?
• Do you have, or can you access, all the references that you need to substantiate your position?
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What was the brief?
• Are you comfortable with your output, will you be happy to invoice?
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• Should it ever come to a dispute can you convince all parties, including yourself, that you have delivered against your brief?
Have you delivered?
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The logic test
. . .it may harm your defence if you do not mention when questioned something which you later rely on . . .
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. . .it may harm your defence if you do not mention when questioned something which you later rely on . . .
• Can a continuous thread be seen throughout your work?
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. . .it may harm your defence if you do not mention when questioned something which you later rely on . . .
• Can a continuous thread be seen throughout your work?
• Do your conclusions flow?
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. . .it may harm your defence if you do not mention when questioned something which you later rely on . . .
• Can a continuous thread be seen throughout your work?
• Do your conclusions flow?
• Do your recommendations make sense?
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“. . . when there is in prospect a good that is certain and an evil that is uncertain, it is wrong not to do the good for fear of the evil.”
© Jonathan Hazell Week 3 Page 110
Somerset Maugham, W. (1946) Then and now. London: Vintage 09 928686 6, p. 100
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Remember your audience
1. Never use a metaphor, simile, or other figure of speech which you are used to seeing in print.
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2. Never use a long word where a short one will do.
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3. If it is possible to cut a word out, always cut it out.
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4. Never use the passive where you can use the active.
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5. Never use a foreign phrase, a scientific word, or a jargon word if you can think of an everyday English equivalent.
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6. Break any of these rules sooner than say anything outright barbarous.
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