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To describe a research project which seeks to establish a value management framework for project briefing to systematically identify and clarify client requirements, and represent these requirements precisely and explicitly to facilitate the design process.

Two research instruments are used: structured questionnaire survey to validate the theoretical framework established; and experiments to test the proposed value management framework with real‐life projects, supported by case studies.

The primary research findings of this project are the identification of 13 variables that have an impact on the briefing process, which form the basis of the theoretical framework. It is revealed that the theoretical foundation of the research supports the use of value management to the briefing process. Further validation will be completed by conducting questionnaire survey and real‐life case studies.

This paper improves comprehension of the nature, characteristics and problems of the briefing process. It also introduces the theoretical foundation of the research project and describes the process for the development of the value management framework for project briefing.

The focus of this work is on the client-designer interface where decisions have significant impact over the lifecycle of the project. Therefore, the briefing stage is examined in the context of clients’ needs which is divided into project-based strategy and broader clients’ strategy. The purpose of this paper is to address the pitfalls in the briefing process which has been attributed to the shortcomings in the client-designer communication interfaces. This will be achieved by developing an automated brief generation framework. The research examines the efficiency of standard approaches to modelling and design, and the benefits that these methodologies have offered to the computer industry. The work reviews the similarities between the two industries and argues in support of the potential benefits in adopting a standard methodology in the construction industry. The structure upon which the framework is developed is based on system analysis and design methodology (SSADM) which has proven to be an effective platform used within the software development industry.

SSADM is an established methodology within the software development industry. The paper will demonstrate that due to fundamental similarities between the construction and software development industries, SSADM is likely to offer a viable platform upon which an automated enhanced brief generation model is developed for use in the construction industry. The construction design and construction process will be mapped on SSADM high-level definition before focusing and honing on the design phase. The methodology for the development of the framework will be based on the rationalist approach of generating knowledge through reasoning leading to model-building.

A model that is based on SSADM is proposed for the design development phase of construction projects. In order to shape the project strategy, the model considers the combined role of clients’ requirements with organisation strategy and environmental factors. The paper has shown that it is feasible to increase the automation of the briefing process and enhanced the briefing output. The model here does not diminish the importance of direct communication between the client and the design team. It provides a more structured way of doing so, while taking advantage of vast array of data and technology in order to improve the brief outcome.

From practical perspective, the proposed framework is in its formative stage, thus requiring incremental refinement through several case studies. This is particularly true about the AI components of the system which typically rely on extensive data representing the real-case scenarios. Therefore, the work invites further research into the examination of various parts as well as the overall system.

There are several ways by which construction projects are procured. There may be fluctuation in their rate of usage, but while there is no indication of any procurement option fading, new ones such as PPP and PFI are periodically introduced. The existence of this diversity is indicative of the fact that the industry tends to respond to problems rather than attempting to instigate a measured solution supported by theoretical underpinning. Subsequently, there have been suggestions of a communication and information discourse between actors and within processes involved in project lifecycle. This project is aimed at addressing the gap in the client-designer communication. The automated approach to brief generation will lead to better briefs while reducing ambiguities as well as the overhead associated with brief generation.

The quality of project brief has a significant impact on decisions at the design stage. In turn, these decisions will influence all phases of construction project lifecycle. The briefing session and requirement analysis of a construction project can be very difficult for inexperienced clients particularly for complex projects. Therefore, there is potential for the process of client-requirement-analysis to be optimised. The work promises to improve the quality of the briefing process, thus helping clients to realise their intended objectives and minimise resource waste.

The work builds on the commonalities of the construction and software development industries and takes advantage of the advancements in the latter. In doing so, project quality is defined quantitatively which is used to develop project strategy in a three-dimensional space. The development of the model was also contingent upon enhancement of artificial neural network structure.

This paper aims to examine briefing practices and whether these are related to the quality of brief documents and client satisfaction in constructed health-care facilities in South Africa. The rational for the examination stems from the view held by scholars that the briefing process is critical to the success of projects, as well as client/user satisfaction in the constructed facility, and also because of undocumented reports of client/end-user dissatisfaction in constructed health-care facilities in South Africa.

The research process consisted of a literature review to identify existing briefing framework and practices in use applicable to facilities. This was supported by an exploratory case study of a recently completed public hospital in East London, South Africa. Data collection for the study was undertaken by means of conducting semi-structured interviews with two groups consisting of client representatives and the technical design team on the project.

The research established that in the context of this case study, inadequate client consultation took place, not all design consultants were adequately involved in the development of the project brief, limited use was made of a specific briefing framework in developing the project brief and that despite these shortcomings in the briefing process followed, a comprehensive good quality briefing document was produced and the client was satisfied with the health-care facility constructed.

The results of this study are generalizable with health-care facilities only. As such, research inferences and projections can only be made within this set and may not necessarily be applicable to the wider construction sector or to all projects within this sector.

The implications of this research are applicable to constructed health-care facilities. Practical inferences include the need to acknowledge that there is a need for a briefing framework, which should outline the involvement of all design consultants and client representatives when developing the project briefs for health-care facilities. The briefing framework is proposed for use in addressing the shortcomings in the briefing processes and practices and will also help the client in the choice of a brief process and practice which will comprehensively capture their requirements, give clear directives/information to the design consultants and will result in higher levels of end-user/patient satisfaction in the constructed health-care facility.

Clients and allied professionals in charge of health-care facilities’ construction are encouraged to consider the implementation of a standard framework for use in the briefing process. This reflection should encourage engagement through formative legislative provision and transparent awareness campaigns.

This work is original insofar, as it directly addresses the alignment of briefing practices to quality of brief documents and client satisfaction in constructed health-care facilities within the context of the South African construction industry. However, similar exercises have been undertaken on briefing practices in the wider construction sector.

Briefing in a project delivery context is one of the most critical factors in the project success. It defines client requirements, translates these needs into design criteria and generates a design concept. A lack of briefing clarity is one of the main causes of design changes and may lead to project cost and time overruns. This research aims to assess the brief clarity and its influence on project cost and duration.

This research created the PDRI-SD technique by utilising a system dynamic (SD) approach and project definition rating index (PDRI) tool to model the complex system of project briefing and associated variables. Stock and flow diagrams of the main subsystems including the briefing, the detailed design and the construction process, were developed to assess the influence of brief clarity on project cost and time. The PDRI was adopted to measure the briefing clarity and apply in the model. PDRI-SD was then tested in Australian building refurbishment projects to assess the model's effectiveness.

The simulation results indicated that a minor reduction of the lack of clarity throughout the initial briefing process could significantly mitigate unpredicted delay and cost overruns during the detailed design and the construction stage.

This research contributed to the existing body of knowledge by developing an effective technique to measure the impact of lack of brief clarity on project cost and time performance. PDRI-SD can also aid project clients to predict the influence of the initial defined brief on the detailed design and construction process using the historical data of similar previous projects. It provides clients with feedback, indicating whether the brief meets project requirements or whether parts of the project brief require more clarification/rectification before the project handover to the builders.

The aim of this paper is to describe the process of the client's operationally determined requirements as they are translated into a strategic brief and how this is then transformed into a number of general briefs (outline briefs – four in total) adapted to various project categories so as to eventually be implemented in approximately 500 projects (through project briefs) distributed throughout Sweden. In addition, there is a description of the procurement procedure, which was directly based on briefs and the collaboration between the construction project's various players during the design phase, with the aim of clarifying how the development business's requirements were tested, developed and gradually implemented in the form of physical solutions.

Two research methods have been applied: a broad (comprehensive) case study based on a workshop, interviews and studies of project documentation; and literature studies with the aim of generalising and analysing the client's brief work on the basis of the case studied.

A number of factors (11 in total) of importance to implementation of the dynamic briefing are described and discussed in relation to the theoretical discussion in the field (theoretical framework). The case study supports the picture of briefing taking place as part of a dynamic process during which all players are responsible for adopting the development operation's overall goals, developing them and realising them in the best possible way in the individual project.

The case study describes how business requirements are translated and developed during a collaborative process involving client and contractor – the brief's importance as procurement data. Experience from this case study may also be of benefit to other client organisations that are to implement national/international projects.

The case study describes new knowledge of how national change processes are realised as well as collaboration between client and contractor. The paper offers insights for the academic community, professionals in the construction industry and clients involved in large‐scale facilities and change processes.

The purpose of this paper is to analyse the factors that drive changes to the construction project brief and the background to those factors. The founding argument, that incorporating these changes is paramount for achieving client satisfaction, introduces the concept of dynamic brief development (DBP), which permits changes throughout the project life cycle. The understanding and attitude of the major construction project stakeholders towards DBP are investigated along with identifying the originators of brief development and the value and risk sources.

A threefold method was used comprising a comprehensive questionnaire survey followed by structured interviews. The results of these were further investigated though a brainstorming session with major construction project stakeholders. A total population of 266,434 units for the survey was identified, reduced to a random stratified sample of 530. The response rate was 49.2 per cent and the responses were analysed using a weighted relative importance index. A total of 88 interviews were carried out and 12 client organisations participated in the brainstorming session.

The findings lead to the conclusion that there is a need to set out a detailed brief development management system that incorporates both value management and risk management. This system should enable the appropriate project participant to make informed decisions at the right time for the benefit of the client. The system must facilitate feedback to both client organisations and construction professionals to enable lessons to be learned. Understanding the relationship between the factors that drive brief development and the various project team members will facilitate managing brief development in a way that increases client satisfaction and enhances the performance of the project.

The paper identifies deficiencies in current practices and techniques and presents a system which overcomes them.

An effective client briefing process and the selection of an appropriate building procurement system both contribute to the attainment of client objectives with respect to time, cost and quality for construction projects. The present paper documents the results of an empirical study into the nature and effectiveness of the project briefing process, and the selection and effectiveness of procurement methods in the attainment of client objectives. A national questionnaire survey was administered to clients, architects, quantity surveyors, engineers, project managers and general contractors in South Africa. The results show that room for improvement exists in the manner in which project briefing is conducted and the manner in which procurement methods are selected.

Confining the development of the project brief to a certain stage hinders the interaction between the client and the designer. In addition, it inhibits the incorporation of the influential internal and external factors that may affect the project. In spite of the frequently adverse impact of change orders on project cost, time and quality, literature review and case studies showed that client organisations continue to use change orders to achieve their expectations and enhance their projects' performance principally because current construction management process instills an expectation that, change after a specified point is somehow outside the project brief rather than part of the ongoing development of that brief. This paper introduces the concept of dynamic brief development (DBD), a process that facilitates client satisfaction, meets the need to adapt to the brief developing factors for the benefit of the project and fulfils the desire to manage project change orders. In this paper, the need, aims and principles of the concept of DBD are explained and the factors driving brief development are identified. In addition, the rationale behind each factor is given and the case study sampling method is described.

To identify the management tools and variables that impact briefing, assess the nature of current briefing practices, review the need for more structured techniques and determine the place of facilities management in briefing.

A detailed literature review to analyse and critique the briefing process was followed by a brainstorming session to explore relevant technical frameworks. A questionnaire survey investigated opinions of structured approaches to briefing.

The facilities manager operating within the strategic framework of the client organisation and having the necessary skills is a natural choice as brief writer. Facilities managers’ involvement is not strongly reflected in this research, indicating perhaps that they do not consider briefing a natural role or that they do not possess the skills for its undertaking. It is concluded that while briefing remains an unstructured investigative process, the skills for which are learned through experience, then architects and project managers will continue to dominate the activity.

Currently, briefing is unstructured, iterative, and uses a variety of media for its exposition. More formalised processes recognising strategic and project briefing are advocated in the literature. Options for improvement include a structured approach to investigative briefing and facilitated value management.

The limited involvement of facilities managers in briefing prompted this research. This paper identifies the structure and variables impacting the briefing process and concludes with options for formalised approaches to briefing.

The aim of the paper is to investigate the architectural firm's role in the briefing process on international projects and to identify the strategies of successful firms to overcome barriers.

A model is developed based on a critique of briefing models and international design management theory. The development of a reflexive capability model borrows cultural theory concepts of capital and reflexivity. The model is based on maximizing reflexive capability through the management of social, cultural and intellectual capital. Two case studies of architectural firms identify barriers during the briefing process and strategies to overcome these barriers. Data collection involved 16 interviews with senior management and design team staff.

There are various barriers and strategies used to achieve success in the briefing process. However, the management of a firm's capital is key to successful briefing on international projects and is a characteristic of reflexive practice. Reflexivity is based in a positive interpretation of change, and a continual responsiveness to change by participants in a system. The study provides useful information on management of the design and briefing stages of international projects.

The study is limited by the number of case studies used and the difficulty of generalisability of findings.

The research is that it provides useful information about how to approach constant change during briefing for the architects and clients who work on international projects.

The model is original and has value as it assists in explaining why some firms are more successful than others. The case studies provide new knowledge on international projects and the briefing process. The value of the paper is for the academic community, professionals in the built environment and clients involved in international projects.