Key Project Stages: Commencement, Pre/post-inspection/report And Completion

Question 1

What are the key elements of the project lead role?

Answer 1

1. Taking the brief.
2. Contract set up on D365
3. Conflict checking
4. Appointing resources
5. Carrying out inspection
6. Writing the report
7. Business management (raise invoice, controlling WIP, managing the budget)
8. Client care
9. Managing the team
10. Updating the client
11. QA final product
12. Follow up with client
13. Close and follow up on unpaid invoices

Question 2

Capabilities of an effective project lead

Answer 2

• Strong technical ability.
• Teamwork by managing and delegating.
• Organisational and time management skills.
• Strong communication skills (written and verbal).
• Takes Ownership
• Produce high quality work
• Self-motivated
• Highly productive
• Manage KPIs
• Propose solutions
• Seek repeat work and cross-sell

Question 3

What is the commencement stage?

Answer 3

Client Brief:
* take time to understand what is needed of our resource/time/budget.
* if new client, set up on CRM by BD
* cross sell

Conflict checking:
* don’t solely rely on the system
* know the owners/occupiers (are they existing clients)

Quote set up
* set up ASAP
* resolve conflicts early

Confirm instructions
* T&Cs
* Limitations
* Scope of service

Resource allocation
* ensure correct staff for the job and brief.

Reporting timescales
* stick to our deadlines
* book QA early

Question 4

What are some fee quote considerations?

Answer 4

• cross selling or other services required?
• bid team involvement?
• interim or staged billing
• high value project sign off
• T&Cs and appointments

Question 5

What is are the terms and conditions and what is included?

Answer 5

T&Cs form the basis of agreement for appointment of Hollis.

They include:
* payment terms
* complaints
* copyright
* professional indemnity insurance

T&Cs need to be specific to each Hollis entity.

Should be issued with all fee quotes unless fee agreement or specific T&Cs in place.

Question 6

What is legal check?

Answer 6

Purpose:
* manage risk
* ensure consistency
* check for standard clauses

Client appointments:
* check any appointments on clients terms (not our own).
* checks NDAs, reliance letters etc

Sub-consultant appointments

Question 7

What are our limitations?

Answer 7

• service specific limitations
• sets out expectations to the client what the service includes and any exclusions

Question 8

What is our scope of service?

Answer 8

Details the technical aspect of the project.

Confirms what we are and are not going to do.

Needs to be clear to ensure scope creep can be recovered.