week 3

LEM3020 Integrated consultancy

practice

Week 3

Jonathan Hazell

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

Tell me and I'll forget; show me and I may remember;involve me and I'll understand.

This week’s topics

• Deliverables or outputs

Next week

What’s the brief?

Manage expectations

Don’t forget . . .

“You can’t always get what you want,

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,

Pull all the pieces together . . .

Define, design, deliver

Take your time

Avoid obvious traps

Beware Greeks bearing gifts

If it looks too good to be true . . .

. . . it probably is

Use your antennae . . .

. . . avoid trouble

“A verbal contract isn’t worth the paper it’s written on”

Write things down

“As every lawyer knows, setting out clear Terms for any contract, at the outset, is essential if subsequent problems are to be avoided.”

“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.”

Be risk averse

Balance the risks

https://pbs.twimg.com/media/BUt_iUsCQAAG4aN.jpg

It’s your choice

What’s left for you to do?

• Exactly what remains for you to do depends upon where you fit in the supply chain, which role are you trying to fulfil?

• Exactly what remains for you to do depends upon where you fit in the supply chain, which role are you trying to fulfil?• custodian

• 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

• client, or

• contractor

• client, or

• contractor, or

• consultant

Define

• From my experience . . .

• From my experience . . . for every instruction

• From my experience . . . for every instruction • what will you do?

• what will you accept responsibility for?

• what will you charge?

“. . . I will . . .”

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].

• what will you not do?

Define

• what will you not do?

• what will you not accept responsibility or liability for?

“. . . I will not . . .”

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. 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.

Define

• From my experience . . . almost without exception

• From my experience . . . almost without exception• the client or customer may need firm

guidance

• the process flow chart will be tortured

guidance

• the process flow chart will be tortured

• you will learn something to use later

Always edit

When to do it?

Before it’s too late!

Design

• From my experience . . . start by looking the wrong way down the telescope

Week 3http://pukmedia.com/Wenekan_EN/169122162013_moon.jpg

• From my experience . . . agree the deliverables before you start

• From my experience . . . only collect the information you need

http://farm3.staticflickr.com/2540/3771732645_cd3a065f8e_o.jpgWeek 3

Always edit

Design

• 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

• 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

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.

Don’t forget

What are the routine outputs?

• tree surveys• foreseeability

• inventory

• trees on development sites• Arboricultural impact assessment

• Tree protection plan

• Arboricultural method statement

• what else?

What is a typical client?

• All sorts of clients• domestic

• commercial

• publicly funded

• knowledgeable

• know all's

• interested amateurs

• un-knowing professionals

What format will be required?

• narrative report?

• photographs?

• Expert witness statement?

• spreadsheet?

• SHP file?

Client ready data

Your client may know what they want

You will have to decide how to deliver

• tree surveys• foreseeability

• inventory

• trees on development sites• Arboricultural impact assessment

• Tree protection plan

• Arboricultural method statement

. . . but, can you persuade

• your client?

http://images3.wikia.nocookie.net/__cb20120506011827/disney/images/d/d5/TheMuppetsGroupshot2011.jpg

• the architect, or developer, or quantity surveyor?

• the planners?

• the ecologists?

• the bird people?

• the clerk of works?

• the digger driver?

• the ground worker?

• the owner/site manager?

Have you delivered?

What was the brief?

• What are your client’s expectations?

What was the brief?

• Have you answered the question that you framed on behalf of your client?

What was the brief?

• Have you got all the data, quantitative and qualitative, that you need?

What was the brief?

• Have you done all the research that you need to substantiate your position?

What was the brief?

• Do you have, or can you access, all the references that you need to substantiate your position?

What was the brief?

• Are you comfortable with your output, will you be happy to invoice?

• Should it ever come to a dispute can you convince all parties, including yourself, that you have delivered against your brief?

Have you delivered?

The logic test

. . .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?

“. . . 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.”

Somerset Maugham, W. (1946) Then and now. London: Vintage 09 928686 6, p. 100

http://upload.wikimedia.org/wikipedia/commons/3/3e/Niccolo_Machiavelli_uffizi.jpg

Remember your audience

1. Never use a metaphor, simile, or other figure of speech which you are used to seeing in print.

2. Never use a long word where a short one will do.

3. If it is possible to cut a word out, always cut it out.

4. Never use the passive where you can use the active.

5. Never use a foreign phrase, a scientific word, or a jargon word if you can think of an everyday English equivalent.

6. Break any of these rules sooner than say anything outright barbarous.

week 3

james england

mick richards

process flow

conclusions

supply chain

firm guidance

continuous

consultancy

Education

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