Confirm the agreed scope
Before any planned work, refer to the proposal and clarify what is included, what remains outstanding and how changes would be discussed. A general checklist cannot replace project-specific instructions.
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FIELD GUIDE / 05 / PROJECT PREPARATION
Before the
next chapter.
Get clear.
Scope. Access. Responsibilities. Bring the important conversations together before work begins.
Open the preparation notes ↓
A shared understanding.
01Scope
What is included?
What remains open?
02Access
Who needs entry?
What stays in use?
03Coordination
Who decides?
What depends on what?
04Handover
What information?
Which contact?
Topics to settle together
Mark what you have to hand. Unchecked items remain useful questions.
Nothing marked yet.
Begin with the agreed scope
Before any installation arrangements are made, make sure the proposed work is understandable. Read the scope and note anything that is unclear about equipment, associated works or the areas involved. A website guide is not a substitute for the documents agreed for your particular project.
Separate included work from matters still to be confirmed. If you are considering a later phase, check how it is described so that it is not mistaken for part of the present arrangement. Keep a copy of the version being discussed.
Discuss access in practical terms
Explain how the property is normally used and which routes need to remain available. For a home, that may include shared entrances or household routines. For a workplace, it may involve deliveries, occupied areas or access managed by another organisation.
Ask what access will be needed and who is responsible for arranging it. Do not move equipment, open enclosures or prepare technical work yourself based on this checklist. Any preparation requested for the actual project should be explained by the responsible people.
Clarify timing and changes
Confirm timing directly rather than inferring it from a general process page. Ask which arrangements are settled, which depend on further information and how updates will be communicated. Mention other building works that could affect access or sequence.
If the project changes, ask how the revised scope and any effects will be recorded. Keeping the current agreement clear helps everyone distinguish an initial discussion from the work that has actually been authorised. Note who can make decisions if a question arises.
Identify responsibilities
Make a short list of the people involved and what needs their input. An owner, occupier, landlord or premises manager may each have a different role. Use existing contact arrangements and avoid assuming that the person on site can approve every change.
Ask who to contact with a practical question before, during or after the work. If another contractor or organisation is involved, clarify how responsibilities meet. This guide does not assign duties or promise a BRH delivery process; it helps you ask for the project-specific explanation.
Ask about completion information
Before work begins, ask what information is expected at completion and how the proposed equipment or changes will be explained. Request clarity about relevant documentation, ongoing care and where to direct later questions. The details should relate to the actual agreed scope.
Keep the completed project information together with the proposal and any recorded changes. Use the checklist to mark topics you have discussed, then print it if useful. Ticking a box is a reminder for your conversation, not certification that a project is ready or complete.
KEEP THIS IN YOUR PROJECT NOTES
Prepare for a clear handover of information
Discuss access and continuity
Ask which spaces need to be available and what the agreed arrangements mean for daily use of the property. Mention equipment, occupants and access needs that require consideration.
Know what comes afterwards
Ask about operating information, relevant documentation and the point of contact for questions. Keep the agreed scope and handover material together where the responsible people can find them.