Connection
Entity
Profile
From
  1. Production Directors in Construction

    Production Directors in Construction

    1. Assess the environmental impact of development proposals 1 investigate the requirements for assessing the environmental impact of proposals by examining policy documents, consulting stakeholders and experts 2 select the factors which will be included in the assessment and the criteria to be used for assessing the impact 3 collate relevant data and examine the proposal in its context 4 identify and review alternative solutions which will improve environmental quality and increase sustainability 5 analyse and forecast the environmental impact of the selected factors, both individually and in combination 6 assess, quantify and report on the significance of each factor and suggest measures which will reduce the environmental impact
    2. Evaluate and present sustainable requirements 7 identify goals and priorities for potential development, both currently and in the future 8 investigate and identify the design, function and performance requirements of the potential project 9 investigate economic factors and resources, environmental and ecological factors, and social views that affect the future asset value and sustainability of potential development and consider alternatives 10 evaluate the best balance between the potential asset value and sustainability and project design, function, performance and return on investment 11 present development strategies in a suitable format and justify them to decision makers 12 decide whether and how to implement potential sustainable development projects so as to achieve key requirements
    3. Identify and evaluate sustainable resources 13 investigate, from appropriate information sources, the factors which impact on the utilisation and sustainability of renewable resources 14 assess accurately the costs and implications of the management and replacement of renewable resources 15 identify and summarise appropriate and valid information sources and identify potential alternative resources 16 compare the technical performance and environmental implications of alternative resources with the performance of existing finite resources with a similar function and calculate any variances 17 investigate, assess and recommend suitable strategies for developing alternative resources, which indicate positive technical and environmental advantages 18 present strategies in a suitable format and justify them to stakeholders
    4. Allocate budgets 1 identify responsibilities for budgetary control and allocations under the budget headings of financial plans 2 identify an appropriate method of maintaining overall control of the budget, produce guidance documents and circulate the information to those responsible 3 identify appropriate methods for presenting financial information to responsible personnel 4 issue allocations under budget headings and cash flow calculations and report requirements to those with financial responsibilities 5 authorise expenditure and changes to budgets and issue the information to those responsible 6 identify and agree appropriate methods and timescales for reporting contingencies and variances 7 resolve queries and discrepancies over allocated budgets
    5. Prepare and agree entitlement for reimbursement for loss and expense 8 assess the basis of entitlement and criteria for recovery against the contract and relevant expert opinion, and progress and structure valid entitlement which can be substantiated 9 calculate entitlement accurately from relevant and verified information sources 10 identify the liability for the cost and inform the parties involved in the contract 11 analyse the opposing grounds for the entitlement, structure the entitlement clearly and present them 12 conduct negotiations with the parties involved in the contract in a professional manner 13 negotiate, agree and finalise amendments to the entitlement with the parties involved in the contract 14 record and store documents, back-up information and calculations so that they can be easily accessed for reference and auditing purposes
    6. Control projects against quality standards 1 identify and interpret quality standards from available information and pass them to the project team for their implementation, before they start work 2 set up systems for inspecting, controlling and recording the quality of work against specified quality standards 3 require the non-compliance of quality standards to be addressed and notify the project team if this is not done within a reasonable time 4 inform the project team regularly about significant variations in complying with quality standards, programme and safety and suggest the decisions which they need to make and actions they need to take 5 identify improvements from feedback received and recommend them to the project team 6 agree and record amendments to the contract quality requirements and specifications
    7. Ensure project compliance with legal and contractual requirements 7 identify and interpret legal, contractual and industry standards requirements from available information and clarify them where there is uncertainty 8 ensure that required legal, contractual and industry standards requirements consents are obtained 9 brief the project team about their legal, contractual and industry standards requirements responsibilities to those responsible for implementing them before they start work on the contract 10 develop and implement monitoring systems, collect information regularly and summarise it 11 identify situations which do not comply with legal, contractual and industry standards requirements, investigate the circumstances thoroughly and take responsibility for corrective action 12 identify any changes in legal, contractual and industry standards requirements which may have an impact on the project, summarise the important details and pass this on to the project team 13 complete statutory submissions accurately and on time
    8. Control project progress against agreed programme 14 develop and implement systems to monitor and record information on the progress of the project against the agreed programme 15 collect and analyse information regularly and summarise it 16 identify inadequately and inappropriately specified resources, inform project team and specify and obtain alternative resources 17 ensure that any progress deviations are identified and quantified 18 investigate the circumstances of any deviations thoroughly and agree and implement corrective action 19 recommend options which are most likely to minimise increases in time and help the project progress, and pass these on to the project team 20 regularly inform the project team and stakeholders about progress, changes to the programme, resource needs, and suggest the decisions and actions that need to be taken 21 identify improvements from feedback received and recommend them to project team and stakeholders
    9. Control project value and cost 22 ensure that appropriate project cost control systems are developed and implemented which are able to provide early warning of problems 23 ensure that value and cost data is collected regularly, recorded correctly and passed on to the people who need it in time for them to be able to use it 24 ensure that the correct work value and cost data are calculated from measurement of work quantity and payment rates 25 ensure that accurate value and cost data is prepared and presented in a format which will help people to make decisions 26 ensure that variations and trends in value and cost data are identified and quantify and cost them 27 ensure that any variations are investigated thoroughly and appropriate corrective action or amendment is agreed and implemented with the project team which will restore costs and expenditure to budget 28 ensure that systems and processes are developed and implemented for identifying opportunities for cost savings and recommend them to the project team 29 ensure that realistic opportunities for cost savings are identified and costed correctly and recommend them to the project team
    10. Manage your own resources and undertake continuing personal development in the occupational practice area 1 develop and maintain personal networks of contacts, which are appropriate to meet your current and future needs for information and resources 2 check, on a regular basis, how you are using your time at work and identify possible improvements 3 ensure that your performance consistently meets or goes beyond agreed requirements 4 get regular and useful feedback on your performance from those who are in a good position to judge it and provide you with objective and valid feedback 5 discuss and agree, with those you report to, any changes to your personal work objectives and development plan in the light of performance, feedback received, any development activities undertaken and any wider changes 6 define the personal aims and objectives for undertaking personal development 7 identify and contact sources of support and guidance for undertaking personal development 8 identify and select relevant standards of competence against which personal development can be measured 9 analyse the current personal level of performance against the identified standards of competence and record a profile of present competence and personal development needs 10 prepare a development plan for achieving identified development needs 11 undertake development activities aimed at achieving identified development needs, review and record progress and the effectiveness of the activities 12 measure the achievement of identified development needs and record evidence of competence gained against the identified standards of competence 13 review the cycle of personal development aims and objectives and revise and update aims and objectives to suit changing circumstances
    11. Enable people and yourself to learn and benefit from practice experience 14 identify, through discussion with people, areas where they need help to achieve their agreed competence levels and use the information to produce an agreed personal development plan 15 identify and offer adequate and appropriate opportunities and resources for people to learn 16 select and summarise relevant and up to date information about knowledge and practice in a format which is suitable for distribution and for developing learning materials 17 acknowledge appropriate opportunities to learn from other people 18 advise and coach people so that they can identify their current level of competence, their learning needs and targets 19 select and use appropriate learning techniques and methods which are suitable for the topic and the needs of the individual 20 present information to people using a pace, style and form which is appropriate to their needs 21 encourage people to ask questions, seek clarification and advice when they need help and during learning activities 22 review peoples' progress towards agreed objectives and give realistic and positive feedback on achievements
    12. Identify and assess hazards, and identify risks 1 check that clients are made aware of the relevant health, safety and welfare regulations and legal framework and their obligations in relation to them 2 collaborate with stakeholders to ensure the compliance of designs with relevant health, safety and welfare regulations and legal framework 3 ensure that hazards and their consequences arising from operations and individual activities are identified and prioritised 4 ensure that hazards are assessed to identify the significance of risks on an iterative basis throughout the development process
    13. Make design choices to reduce health and safety risks 5 ensure that identified hazards are eliminated and reduced whilst developing and modifying designs and conflicting demands are taken into account 6 ensure that community measures are given equal priority over project measures when reducing risks 7 take responsibility for ensuring that the risk reduction measures comply with relevant health and safety regulations and guidelines 8 ensure that the information needed by other people involved is recorded in any design documentation so that they can comply with their duties under relevant health and safety regulations 9 promote the implementation of the risk reduction measures with other people involved 10 encourage a responsible culture of health, safety and welfare in design processes and decision making
    14. Manage the design process 11 agree with the stakeholders the purposes which will be served by production and installation design information appropriate to the project stage 12 choose a format for presenting the production and installation design information which meets the requirements of the stakeholders 13 identify which parts of the overall project require production and installation design information 14 ensure that the parts of the project design which interact with each other are identified and suitable ways to maintain coherence and consistency between all aspects of the production and installation design information are agreed 15 ensure that procedures are set up which will maintain coherence and consistency between the production and installation design solutions and the overall development concept 16 ensure that techniques are confirmed which are suitable for investigating, calculating, testing, developing and specifying the production and installation design which are consistent with best practice and conform to relevant codes and standards
    15. Ensure that forms of contract are prepared 1 select forms of contract, contract clauses and documents for the form of procurement proposed 2 ensure that standard forms of contract are amended so that the clauses and documents are suitable for the form of procurement proposed 3 ensure that particulars and preliminaries are drafted which accurately describe the needs of all the stakeholders in the form of contract 4 ensure that contract clauses are checked and that appendices and amendments meet statutory requirements 5 ensure that non-standard forms of contract, clauses and documents are drafted, which have legal precedent, where standard or modified standard forms are not suitable 6 obtain legal advice on the implications of drafting non-standard clauses and forms of contract and explain why this is necessary to the stakeholders in the contract 7 obtain necessary checks and approvals for the draft forms of contract
    16. Ensure that the contract is negotiated and agreed 8 ensure that the obligations of the parties to the contract are identified and obtain valid, written proof that they are able to meet the obligations 9 negotiate contracts using a style and manner which maintains good long term relationships with all the stakeholders 10 negotiate and agree optimum contract terms, conditions and amendments 11 record the results of negotiations accurately and pass the information on, promptly and in accordance with legal requirements, to all the stakeholders 12 ensure that accurate copies of the final contract documents are prepared and checked to meet legal requirements and arrange for them to be signed
    17. Select and agree procurement strategies 1 identify and agree feasible and realistic procurement objectives and criteria 2 identify procurement methods which are capable of meeting the procurement objectives and evaluate them against selected criteria 3 select and recommend the most effective procurement methods which meet stakeholders' constraints and relevant legal and industry requirements 4 agree and record the selected procurement method and appropriate implementation procedures
    18. Establish project team arrangements 5 identify and confirm with the stakeholders, the type of project work and objectives for project team collaboration 6 form a selection panel of stakeholders to assess potential suppliers and services and identify selection criteria 7 provide information to potential suppliers and services and invite them to submit a statement of their capabilities 8 evaluate the potential suppliers and services using the selection criteria and agree a short-list 9 interview and hold discussions with the short-listed potential suppliers and services to assess their suitability, capability and commitment to the project and compliance with selection criteria 10 select and confirm the project suppliers and services with the stakeholders 11 negotiate agreements and contracts with project suppliers and services 12 conduct project team meetings to facilitate collaborative working and agree individual and mutual project objectives
    19. Recommend and agree a form of contract 13 identify clearly the stakeholders and the purpose of the contract 14 identify with the stakeholders significant criteria for selecting the form of contract 15 select and recommend a form of contract which is appropriate to the type of project work 16 give clear and accurate information and advice and provide stakeholders with the opportunities to comment and ask for clarification 17 agree a form of contract which is capable of being put into effect
    20. Evaluate potential implications for the resolution of disputes 1 evaluate all the information which is relevant to the dispute, identify information which will support the case and summarise and justify it in a reasoned argument 2 assess the strengths and weaknesses of the case and make a judgement about the potential outcomes 3 identify what expertise and support will be needed at different stages of the dispute 4 consult with experts, and provide them with a clear, valid and accurate summary, in cases where expert interpretation and judgement is required 5 assess the arguments and the advice received from experts, produce justifiable conclusions and recommendations for further action and pass these to the parties involved in the dispute 6 assess the implications of proceeding with the case 7 identify potential options for settling the dispute which are based on relevant information and accurate assessments 8 identify potential responses to the options for settling the dispute and assess the risk involved 9 recommend a process for settling the dispute which is likely to be most acceptable to all the parties involved and which meets legal requirements 10 specify, clearly, the process for settling the dispute which has been agreed and prepare written terms and conditions
    21. Negotiate and progress the resolution of disputes 11 prepare documents about the dispute which have a clear rationale, and which include valid supporting information 12 keep regular contact with the parties involved in the dispute and investigate and propose options and processes for settling the dispute, which are likely to be acceptable to them 13 review reactions and proposals from opposite parties and recommend a response 14 ask questions to test the consistency and resilience of the opposite parties' position and to probe for possible movement 15 summarise and record points of agreement and disagreement 16 recommend acceptance of offers which are judged to be the best available 17 draft formal acceptance letters accurately and in a suitable style, and send them promptly to all parties 18 suggest realistic options and processes for settling the dispute when offers are not acceptable and assess the advantages and disadvantages of each alternative
    22. Evaluate project whole life and low carbon costs 1 confirm energy goals and priorities for the project, both currently and in the future 2 confirm assumptions about cost elements, alternative designs, construction, services, financing and use options for the project stage with stakeholders 3 review and present the potential whole life costs and low carbon cost of the project from available design and development information 4 assess and quantify the whole life costs and low carbon cost implications for the project taking into account the views of experts and project stakeholders 5 review the whole life costs and low carbon costs against the project criteria and energy goals and priorities 6 summarise and present clearly and accurately the whole life costs and low carbon costs 7 discuss the whole life costs and low carbon costs with stakeholders and select and agree the most viable options
    23. Assess and provide for the conservation of energy use 8 review legislative requirements in order to identify the energy use and control criteria relevant to the type of property and systems 9 ensure that the information on the property and systems necessary to assess energy use is gathered and recorded 10 ensure that solutions which meet the criteria for the type of property and systems are reviewed, calculated and specified 11 prescribe commissioning procedures and certification necessary for property and systems 12 identify and define any consequent improvements that may be required to meet energy use and control criteria relevant to the type of property and systems 13 provide operating and maintenance instructions to users to enable property and systems to be operated in an energy efficient manner
    24. Agree and implement systems with suppliers and services 1 specify and agree the ways in which systems will be managed and aligned with suppliers and services 2 identify and agree, with stakeholders, the changes to systems which are necessary to meet technical and quality requirements 3 develop and implement systems, identify any problems and make appropriate modifications before moving to full implementation 4 check that the alignment of systems conforms to the requirements of data protection legislation 5 negotiate and agree formal contractual arrangements that set out the requirements for the implementation and operation of strategic sourcing partnerships
    25. Monitor and control arrangements for strategic sourcing 6 review the terms of contract regularly with suppliers and services and assess whether there are continued benefits 7 monitor the performance of suppliers and services against agreed standards and quantify any variations in performance 8 inform suppliers and services about variations in performance from contract terms, and provide them with advice and information about the changes needed and the time allowed to make the changes 9 investigate variations and problems, identify likely causes and inform all those who are affected 10 assess existing sourcing arrangements against alternative supply options regularly and estimate the relative benefits and advantages
    26. Evaluate pre-qualification of tenderers 1 implement an appropriate type of procurement strategy which aligns with legal and statutory requirements and decide which potential tenderers could meet the contract conditions 2 decide which potential tenderers could meet the contract specification to fulfil the selected type of procurement process 3 decide how many tenderers to invite, taking into account the value and size of the contract 4 send enquiries to potential tenderers, in accordance with regulatory requirements, requiring them to provide evidence about their experience and capability 5 choose selection criteria which are suitable to weight and rate performance for the type of work described in the tender 6 evaluate potential tenderers who respond to the invitation against the selection criteria, place them in rank order and choose the number needed 7 offer advice and information to decision makers about potential tenderers and the selection criteria and modify the tender list to reflect any agreed changes 8 confirm that the selected tenderers are willing to tender 9 add more potential tenderers from the evaluation list which meet the selection criteria if those contacted are not willing to tender
    27. Obtain bids and tenders 10 ensure that procurement information and documents are drafted which meet statutory regulations, codes of practice and the organisation's policies 11 ensure that procurement information and documents are issued to all the tenderers on the agreed list, following the agreed procedures 12 respond to queries from tenderers promptly and pass on any additional information which they need 13 pass on to all the tenderers the information given to individual tenderers, and amendments to procurement information and documents 14 ensure that accurate records are kept of procurement information and documents issued, feedback, queries and information from tenderers 15 ensure that required action is implemented when tenderers withdraw from the process
    28. Analyse and select successful bids and tenders and negotiate changes 16 ensure that the tenders received are stored in a secure place and opened on the closing date in line with the organisation's procedures and regulatory requirements 17 select for evaluation those tenders which meet the criteria and reject those that do not 18 check with tenderers if any discrepancies, omissions and errors are found in the tenders, and agree and make any amendments with tenderers 19 analyse the tenders which are selected against the agreed criteria and choose the tender which best meets the criteria 20 check that the successful tenderer and the client can meet the obligations of the contract and recommend a preferred tender to the client 21 negotiate and agree any variations, adjustments and corrections with the successful tenderer and confirm them in writing, subject to contract 22 accept the successful tender formally and notify tenderers who have been unsuccessful, about the result 23 modify and repeat the procurement process if too few tenders are received to show that there has been adequate competition
    29. Identify and resource the development of new products and services to meet market needs 1 review the organisation's operations and evaluate its strengths and weaknesses to compete in potential markets 2 identify appropriate and realistic market areas for the organisation and summarise the information accurately 3 analyse the demand for and type of new products and services within the identified market areas 4 identify opportunities to use new marketing technologies, materials and techniques to meet identified market needs 5 ensure that the resources needed are calculated accurately and that sufficient resources are allocated for the development of new products and services 6 negotiate additional resources in cases where existing resources are insufficient to meet development costs 7 select new and innovative products and services for development which are based on an accurate evaluation of the organisation's business policy
    30. Develop and implement a marketing strategy 8 evaluate the present image and reputation of the organisation with the target audience and identify the potential client base 9 develop an information gathering system to support the development of marketing and promotion strategies 10 identify and agree potential new business opportunities 11 evaluate marketing and promotion options and develop a clear and relevant strategy which is capable of making a significant impact on the target audience 12 choose methods, media and techniques for the marketing and promotion of the organisation which are consistent with the corporate image 13 negotiate, agree and implement a programme and budget to deliver the agreed marketing and promotion strategy 14 monitor the marketing and promotion strategy regularly, review the impact and make modifications which will improve market presence and penetration
    31. Develop and maintain a policy to maximise client and customer satisfaction 15 analyse market research to determine realistically the type and quality of services clients and customers will need 16 develop a clear and realistic client and customer service policy and agree it with decision makers 17 develop a policy for client and customer service which summarises the organisation's agreed policy and circulate it to all the workforce 18 develop and introduce an appropriate client and customer service system, which will meet the service needs 19 develop and introduce systems for obtaining client and customer feedback and monitor them regularly for both positive and negative feedback 20 summarise positive client and customer feedback and circulate it to decision makers 21 investigate and respond to negative client and customer feedback and individual complaints promptly and resolve cases 22 produce regular summaries of client and customer complaints and compliments, the action taken and recommendations for future action and circulate the summaries to decision makers
    32. Assess and manage project risks and opportunities 1 identify and review project information and processes relating to risks and opportunities 2 identify and assess the significance and ownership of the risks and opportunities 3 select the most effective risk management methods and procedures to manage residual risks that comply with all relevant regulations and guidelines 4 identify the activities and resources required to implement the risk management methods 5 specify clearly the procedures for implementing the risk management methods and procedures 6 implement and maintain the risk management methods and procedures and modify them to meet changed circumstances
    33. Develop and maintain systems for managing health, safety and welfare 7 encourage a culture of health, safety and welfare on the project and identify and recommend opportunities for improving the work environment 8 develop and maintain adequate health, safety and welfare policies and systems which meet organisational and statutory requirements 9 allocate health, safety and welfare responsibilities, equipment and resources to people which are consistent with organisational and statutory requirements, and the specific project requirements 10 develop and implement systems which meet statutory requirements for identifying and reducing hazards and reporting accidents and emergencies and preventing recurrence 11 ensure that health, safety and welfare systems are checked regularly, in accordance with organisational and statutory requirements, and identify and record any special site conditions and situations which do not comply with regulations
    34. Establish and manage project team activities 12 prepare a strategy for the project which makes the best use of the capabilities of all project team members 13 examine stakeholder needs and intentions from the brief, discuss and clarify them with stakeholders and resolve any issues 14 develop clear parameters which will enable the project to meet the requirements of the brief and schedules 15 set up arrangements to achieve communication and trust between stakeholders 16 set up and agree, with the project team members, appropriate and realistic methods for project development, evaluation, modification, monitoring and updating 17 identify potential areas needing investigation and agree a realistic timescale and costs with the project team 18 motivate, coach and involve project team members to maximise and integrate their contributions to the project development 19 monitor the progress of the project team and provide members with feedback on timing, task completion and team processes 20 coordinate feedback sessions in a manner which is suitable for the needs and capabilities of the project team and which allows each team member enough time to express their views
    35. Implement project organisation and communication systems 21 identify the organisational and communication needs for the project 22 implement systems which are compatible with those used by the client and supply chain and which enable clear and effective management, and administrative and operational controls 23 produce information about people's roles and responsibilities, the project, and the organisational structure, and circulate the information to stakeholders 24 introduce methods of communicating, reporting, recording and retrieving information between stakeholders which are appropriate to the needs of the project and monitor the methods regularly for effectiveness 25 set up systems for recording and providing feedback on the ways in which resources are allocated and used 26 audit health, safety and welfare systems regularly, in accordance with organisational and statutory requirements, and identify and record any special site conditions and situations which do not comply with regulations and if necessary take responsibility restoring compliance
    36. Obtain and evaluate project feedback information and make improvements 27 promote the value of making improvements from feedback throughout the project and encourage stakeholders to collaborate and deliver feedback information to collaborate and deliver feedback information 28 identify and agree the areas to focus on for making improvements from feedback 29 identify and agree valid and reliable methods and sources for obtaining feedback information on projects and for assessing and recommending improvements from feedback 30 obtain, investigate and review the feedback information, match it against the original requirements and objectives and summarise both positive and negative factors 31 recommend improvements from feedback received and justify the recommendations to decision makers 32 classify improvements from feedback which have been agreed and incorporate them accurately into updated procedures and databases
    37. Select and form a project team 1 identify the team resources that are needed and where they can be obtained, and select those that meet agreed timescales and budget limits 2 identify any significant factors which will affect the number, type and availability of team resources 3 evaluate the quality and potential reliability of team resources and circulate the results to decision makers 4 negotiate and agree proposals of contractual arrangements for team resources which are likely to produce an effective team and follow necessary rules and formalities 5 follow the rules and formalities for obtaining team resources
    38. Develop and maintain working relationships 6 develop, maintain and encourage working relationships with people which promote goodwill, trust and respect 7 inform people about work activities in an appropriate level of detail and with an appropriate degree of urgency 8 offer advice and help to people about work activities with sensitivity and encourage questions, requests for clarification and comments 9 present proposals for action clearly to people at an appropriate time and with the right level of detail for the degree of change, expenditure and risk involved 10 clarify with people objections to proposals and suggest alternative proposals
    39. Evaluate estimate, bid and tender enquiry documentation 1 check the tender details and tender requirements and confirm them with decision makers 2 summarise the tender requirements accurately and pass them on for comment to decision makers 3 identify any points of concern in the tender documents and refer them to decision makers for them to clarify and resolve 4 evaluate the tender documents against the agreed criteria and assess whether the organisation is capable of meeting the tender requirements 5 identify and assess any contractual and legal issues which might affect the project 6 investigate the tender documents within budgets and tender time limits 7 draw accurate conclusions about tender requirements within the limits of the tender information which is available, and which provide an objective basis for making a decision on whether to make a bid 8 keep information about tender enquiries in confidence and only pass it on to people who have the authority to receive it
    40. Assess the resource requirements and costs within an estimate, bid and tender 9 develop a proposed method statement and draft programme which meet the tender requirements 10 ensure that the resources needed are calculated accurately from available sources, resource availability is investigated and the information is presented so that the requirements can be costed and planned 11 ensure that resource costs are estimated by calculating an accurate cost for each item which is required 12 ensure that the cost is modified to take into account any external factors which may affect the cost projections 13 produce the overall estimate of costs and check that it is complete, accurate and in a form which is suitable for a judgement to be made 14 explain and clarify the projected costs to support the calculations 15 recommend payment schedules which will meet known cash flow requirements
    41. Finalise and submit an estimate, bid and tender offer 16 identify and evaluate, realistically, the risks and opportunities involved in a successful tender offer 17 identify and specify any alternatives and qualifications to the original tender requirements which may improve the organisation's ability to carry out the work 18 apply a profit margin and payment schedule which meets the objectives and strategy of the organisation 19 check that the tender offer is complete and accurate and conforms to house style and make any necessary modifications 20 present and support the tender offer in a manner which maximises its acceptability 21 collate, arrange and submit the tender offer information in accordance with procurement requirements 22 collect together all the tender offer information, record it, store it securely and only pass it on to people who have the authority to receive it
    42. Prepare proposal for a project brief 1 identify and agree the stakeholders' requirements, opinions and aspirations and prepare a project proposal 2 select data which is relevant and valid, analyse it and qualify its status 3 estimate and confirm the cost and timescale of the project 4 review the cost implications of adopting alternative design, construction, services, financing and use strategies and agree them with stakeholders 5 prepare a draft brief clearly, accurately, unambiguously and within the time agreed, and present the brief to stakeholders 6 explain and discuss any significant constraints, opportunities and areas of uncertainty relating to the project 7 modify the draft to reflect the discussion and relevant points which have been raised 8 negotiate a clear and mutually acceptable agreement on the brief which is in sufficient detail to allow work to start on the next stage of the project
    43. Develop a project outline programme which meets the requirements of the brief 9 review the requirements of the brief and check and clarify initial assumptions about the project outline programme with stakeholders 10 develop a realistic outline programme for the project stages which takes account of identified constraints 11 discuss the outline programme with stakeholders and agree any necessary modifications to the brief, outline programme and constraints 12 prepare, present and agree an outline programme which meets the requirements of the brief and the expectations of stakeholders
    44. Identify, assess and agree project requirements and stakeholder preferences 13 clarify the project stakeholders' understanding of project processes and procedures and the roles of those who need to be involved 14 identify and agree with project stakeholders what their goals and priorities are both now and for the future 15 clarify the project stakeholders' circumstances and requirements, the options available and the constraints and risks which might apply to the project 16 advise and guide project stakeholders about new regulatory or technological requirements and innovations to enable them to make informed decisions 17 summarise and present the project requirements and stakeholders' preferences 18 evaluate project requirements and stakeholders' preferences which do not appear to be realistic and recommend valid options and record agreement
    45. Exchange information and present advice on technical issues 1 obtain and evaluate information which is sufficiently detailed for the purpose 2 present technical information and advice which is complete, summarised accurately and relevant to technical issues 3 present technical recommendations and judgements which are clear, accurate and valid, and which represent the best advice possible, given the information and resources available 4 give technical instructions and guidance which are likely to be understood by the people who will follow them 5 present technical recommendations and judgements using a style of communication which is appropriate to the people receiving information and advice 6 adapt and modify the presentation of technical recommendations and judgements where people have difficulties understanding them
    46. Resolve complex indeterminate situations 7 identify where complex indeterminate situations exist, estimate their effects realistically and summarise the issues for the organisation 8 assess the validity and completeness of the information available and identify any significant gaps 9 specify and obtain sufficient additional information to cover any gaps and to provide a valid starting point for the analysis of the situation 10 analyse information and draw valid and justifiable conclusions 11 apply decision making techniques which increase the reliability of the conclusions 12 reflect on the conclusions and interpret them into detailed issues that enable known opportunities and solutions to be identified and utilised for establishing policy
    47. Practice within an ethical framework 13 make judgements and offer advice which balance the needs of the client, the resources available and the needs of people in the community who are directly and indirectly affected 14 take clear and unequivocal personal responsibility for your own decisions and the decisions of others in your organisation 15 behave in an ethical manner and take appropriate action if unethical behaviour is brought to your attention 16 establish a system of communication to report instances of unethical behaviour which encourages responsibility and empowerment at all levels 17 offer judgements and advice which recognise the needs of other people 18 manage criteria that identify offers and contracts which are illegal and which may generate conflicts of interest and reject those that fail the criteria 19 define the limits of your professional expertise and set perimeters to work within them 20 disclose information obtained from clients only to those who have a legitimate right to receive it 21 enter into formal and informal contracts and agreements for advisory and problem-solving services which conform to legal requirements, ethical standards and recognised good practice and that service providers adhere to relevant conditions 22 communicate with clients in a style and manner which maintains professional independence and maximises goodwill and trust 23 define and agree the working practices and the expectations of the people involved in the contract 24 set up and implement systems to protect the individual, and the interests of society and to indemnify clients where the advice given results in loss or damage to the client 25 keep all funds, including interest, held on behalf of clients, separate from personal and organisational funds 26 promote a culture of honesty and equity with people, identify areas of weakness and recommend or implement improvements
    48. implement and monitor at least four of the following systems to record the progress of the project against the agreed programme(s)
    • visual inspection(s)
    • resource records
    • site inspection reports
    • contractor’s report
    • written, graphical and electronic records of the actual work against the programmed work
    • site meetings
    • organisational procedures
    • management reports
    • benchmarks
    • comparison with project requirements
    49. collect and record progress information regularly and summarise it for stakeholders
    50. identify and record inadequate or inappropriate resources, recommend alternative resources and pass the information to stakeholders
    51. identify, quantify and record any identified or predicted deviations from planned progress which have or may occur
    52. identify and record the circumstances of any deviations and identify corrective actions
    53. recommend options to stakeholders that allow the programme to be maintained
    54. inform stakeholders about changes to the operational programme
    55. suggest, implement and record the decisions and actions that need to be taken to maintain progress
    56. identify and record improvements to the programme from feedback received and inform stakeholders
    57. identify and interpret quality standards from available information and ensure their implementation before work commences
    58. specify roles and responsibilities and allocate these to individuals to maintain quality standards, and contribute towards a site quality plan or procedure
    59. establish systems to inspect and control the quality of the work and record the systems adopted
    60. regularly check that inspections are carried out to ensure that work conforms to the specified quality standards
    61. identify and record any work which fails to meet the requirements and specified quality standards, implement corrective action and ensure records are kept
    62. inform stakeholders about variations in quality standards, record and recommend solutions and actions for the following
    • effects of quality on the programme
    • effects of quality on safety
    • effects of quality on finished product
    63. identify conflicts between quality standards and refer them to stakeholders for resolution
    64. identify improvements from analysing feedback received and record and recommend them to stakeholders
    65. implement and monitor one of the following quantities and cost control systems which can provide early warning of problems
    • operational procedures and meetings
    • electronic records
    66. ensure that quantity and cost data is collected, recorded and passed on to the stakeholders in relation to at least four of the following
    • people
    • plant, equipment or machinery
    • materials and components
    • sub-contractors
    • information
    • work area and facilities
    • waste management
    • site overheads
    • records of valuations of work completed
    67. ensure that work values, quantities and cost data are prepared and recorded
    68. ensure that prepared data is presented in a format which will help the people responsible to make decisions
    69. ensure that variations and trends in quantities and cost data are identified, specified, quantified, costed and recorded
    70. ensure that any variations are investigated, agreed and recorded to allow at least one of the following actions to be implemented
    • alter progress in accordance with agreed programme
    • agree new completion dates
    • initiate contract claim
    • secure alternative resources
    • alter planned work schedules
    • alter method of work
    71. identify and record at least four of the following opportunities for cost efficiency and recommend them to stakeholders
    • waste reduction
    • resource management and logistics
    • applications of new technologies and materials
    • energy and utility management
    • recyclable and recoverable materials
    • alternative sources and types of materials
    • variations in quality
    • standardisation
    • revenue generation
    • method of work
    72. identify major activities, determine the resources needed from the information available, prepare draft work programmes and schedules and record all the information
    73. evaluate, assess and record alternative methods, resources and systems and consider the outcomes in order to select the best solution to meet project requirements
    74. obtain clarification and advice from the following information sources where the resources required are not available
    • stakeholders
    • the workforce
    • technical and trade literature
    75. analyse the activities against project requirements giving consideration to at least four of the following external factors and record the outcomes
    • other lead programmes
    • supply lead times
    • contingencies
    • special working conditions
    • weather conditions
    • statutory limitations
    • site conditions
    • environmental considerations
    • customers
    76. determine how long each activity will take, identify and record the activities which influence each other and sequence them logically and realistically into a schedule so that they make the best use of the resources available
    77. ensure the production of detailed programmes and schedules of planned activities, including at least two of the following, which are consistent with the complexity of the project
    • programmes
    • network analysis
    • critical activities
    • action lists
    • resource schedules
    78. develop, record and implement a system to monitor the works programmes and schedules, analyse and record the results and make recommendations to improve production and planning
    79. identify and record circumstances that cause alterations to the works programmes and schedules, calculate cost and time benefits to ensure they will meet changed circumstances and record decision-maker’s endorsement of changes
    80. identify the environmental management considerations
    81. examine project data, and establish and record methods of work that will support sustainability
    82. promote a culture of environmental awareness and support for sustainability in the workforce
    83. examine and record the policies adopted for environmental management and sustainability
    84. delegate and record the assigned duties for environmental management and monitoring of sustainable work methods
    85. monitor project work against at least four of the following environmental factors and take appropriate action to ensure organisational requirements are met
    • appearance
    • ecological
    • natural conservation
    • historical conservation
    • statutory nuisances
    • emissions to air, land and water
    • movement of project people, resources and vehicles
    • waste management
    • responsible contractor
    • contaminated land
    • invasive species
    86. monitor project work against at least four of the following sustainability requirements and take appropriate action to ensure organisational requirements are met in respect of:
    • reuse and recycled materials and resources
    • corporate social responsibility (CSR) and social value
    • wellbeing
    • innovation, legislation, technologies and skills
    • procurement of sustainable materials and resources
    • use and storage of materials and resources
    • energy use, environmental emissions
    87. identify positive performance in environmental management and sustainable methods of work and make recommendations to at least three of the following stakeholders:
    • the client, customer or their representative
    • contractors
    • consultants
    • sub-contractors
    • suppliers
    • workforce
    • internal management
    88. establish a culture of health, safety, welfare and wellbeing on site by carrying out the following
    • communicate with and involve the workforce
    • provide opportunities for development or training
    • lead by example
    • implement a proactive reporting process
    • identify and implement agreed ways to improve health, safety, welfare and wellbeing
    89. delegate specific health, safety, welfare and wellbeing responsibilities
    • assign responsibilities that are defined, documented and communicated and which adhere to current organisational requirements
    • carry out and monitor site inductions to ensure people have been informed of their responsibilities
    90. ensure accurate and appropriate notices and hazard warnings that conform to current organisational requirements are maintained and observed
    • carry out regular inspections to ensure conformity
    • ensure maintenance is carried out regularly and documented
    • check that people have been trained to recognise and understand the different types of notices and warnings
    91. ensure health, safety and welfare equipment and resources are available and sufficient to meet current organisational requirements
    • monitor and allocate health, safety and welfare equipment and resources
    • implement a recording system to confirm that the health and safety control equipment is appropriate for the work being carried out
    • implement maintenance checks on health, safety and welfare equipment and resources
    92. implement systems which meet current organisational requirements to identify hazards, reduce risks and maintain the health, safety, welfare and wellbeing of people including the following
    • identify the hazards and their consequences
    • analyse hazards and identify risks
    • consolidate and prioritise risks
    • implement monitoring systems and regularly evaluate to improve health, safety, welfare and wellbeing
    • implement appropriate measures to manage risks at source
    93. ensure hazards are assessed to identify the residual risks, apply the principles of prevention to reduce the risks and provide information to the appropriate people
    • record identified residual risks and maintain a reporting system to disseminate information
    • identify measures which can control the risks to health and safety
    • implement organisational prevention policy which covers health, safety, welfare and wellbeing relating to the working environment
    94. monitor health, safety, welfare and wellbeing systems regularly for compliance with current organisational requirements
    • ensure health, safety, welfare and wellbeing organisational requirements are current and actioned
    • collect and record workplace health, safety, welfare and wellbeing systems data
    • contribute to reports which demonstrate compliance with the organisational policies
    95. collect, collate and analyse relevant pre-construction information, ensuring that it is up to date and accurate
    96. establish and record the relevant dimensional control information for the project
    97. ensure that variations in dimensional control are identified, recorded and notified to stakeholders
    98. establish a dimensional control monitoring system, which ensures dimensional controls are maintained
    99. ensure that measuring and recording equipment is calibrated and maintained to meet the specified accuracy criteria and the checks are recorded
    100. evaluate and record at least five of the following project data sources in order to identify work methods
    • conditions of contract
    • bills of quantities or methods of measurement
    • specifications and/or schedules of work
    • drawings
    • health, safety and environmental plans
    • organisational requirements
    • instructions and variations
    • information on materials
    • programmes
    • survey reports
    • design data
    • statutory consents
    • sub-contractor arrangements and attendance
    • method statements and/or risk assessments
    • safe systems of work
    101. obtain and record additional information from at least two of the following sources in cases where the available project data is insufficient
    • stakeholders
    • regulatory authorities
    • technical and trade guidance
    102. identify and record the work methods which will make the best use of resources and materials and which meet project and current organisational requirements from at least two of the following information sources:
    • current organisational requirements, codes of practice and official guidance
    • investigative research
    • technical and trade guidance
    • building regulations and/or standards
    • surveys and reports
    103. evaluate and record identified work methods against at least six of the following technical, environmental and project criteria and select the most suitable
    • materials performance and availability
    • health, safety, welfare and wellbeing
    • fire safety
    • access
    • plant, equipment or machinery performance and availability
    • resources
    • traffic management
    • environmental issues
    • cost benefits
    • current organisational requirements, codes of practice and official guidance
    • stakeholders needs
    • contract requirements in terms of time and quantity
    • waste management
    • sustainability
    104. ensure method statements and risk assessments are current, accurate, agreed and acceptable to all stakeholders
    105. recommend the chosen work method to at least two of the following stakeholders and record the outcomes
    • the client, customer or their representative
    • contractors
    • consultants
    • designers
    • sub-contractors
    • suppliers
    • workforce
    • internal management
    106. implement systems for the collection of feedback from at least six of the following sources
    • general public
    • workforce
    • suppliers
    • customers
    • colleagues
    • social media
    • regulators
    • auditors
    • client appointees
    • designers
    107. ensure feedback from five of the following methods or sources is obtained, investigated, recorded and analysed
    • project correspondence
    • site tests and inspections
    • scientific research and data
    • performance in use
    • meetings
    • questionnaires
    • audits and reports
    • site monitoring
    • consultations
    108. evaluate the feedback received and justify the recommendations to stakeholders
    109. summarise and record recommendations from feedback analysis and promote for adoption and use
    110. evaluate feedback systems to ensure recommendations have been implemented and are effective
    111. ensure and record that the specification of the selected plant, equipment or machinery meets the needs of the project before deployment
    112. confirm and record that pre-use and operative checks have been carried out to ensure that the plant, equipment or machinery to be deployed complies with current legislation and will be set up, operated and maintained by competent people
    113. implement and use a system to update the deployment and allocation of plant, equipment or machinery and operators, as the project progresses or changes occur and make recommendations on the use of alternative types of plant, equipment or machinery to decision-makers
    114. identify hazards, assess, and mitigate risks arising from the use of plant, equipment or machinery to protect the workforce, sub-contractors, suppliers, consultants, occupants, visitors, the general public, and the environment by the application of information relating to at least three of the following
    • methods of work
    • risk assessment
    • safe use and storage of tools
    • safe use and storage of materials
    • traffic management
    115. ensure that plant, equipment or machinery operations are planned, appropriately supervised and conducted in accordance with current legislation by analysing the following
    • safe systems of work written or approved for plant, equipment or machinery operations
    • roles and responsibilities allocated to plant, equipment or machinery supervisors, operators and users
    • information passed to operators, users and supervisors
    116. ensure that the suitable storage, servicing and maintenance of plant, equipment or machinery has been arranged and meets organisational requirements by analysing the following
    • arrangements for the storage of plant, equipment or machinery
    • checks made for serviceability and maintenance of plant, equipment or machinery as appropriate to organisational requirements
    117. identify and record the competency requirements for supervisors, operators and users of plant, equipment or machinery that will or could support the project or future projects in relation to organisational requirements
    118. promote and record opportunities to suggest improvements in plant operations provided to at least four of the following
    • supervisors
    • operators
    • users
    • the workforce
    • members of the public
    • stakeholders
    • clients and other duty holders
    • visitors
    • supply chain
    119. ensure that plant, equipment or machinery which is no longer needed is returned or removed and records are maintained
    120. observe and apply organisational requirements appropriate for the protection of the workforce, sub-contractors, suppliers, consultants, occupants, visitors, the general public, and the environment by the application of information relating to:
    • methods of work
    • risk assessments
    • safe use and storage of tools
    • safe use and storage of materials and components
    • traffic management
    • emergency plans
    • fire safety
    • acoustic and sound insulation
    • thermal insulation
    • workforce competency
    • site constraints
    121. manage the implementation of the retrofit plan ensuring effective and efficient working practices compliant with design and quality standards, for a given occupational area
    122. review and record on works progress against the project programme, resources and planned sequencing of works, and recommend and take corrective action when required
    123. recognise and report defects in installation, with specific reference to six of the following:
    • gaps in installation
    • missing and inappropriate fixings
    • detailing at corners, edges, junctions and openings
    • interaction with building services
    • combustion appliances, flues and ventilation
    • fire safety
    • acoustic and sound insulation
    • thermal bypass and thermal bridges
    • loading
    124. record and report that ventilation is not compromised and complies with all relevant standards for the following:
    • gas and other combustion appliances
    • flues
    • general ventilation
    125. check and record that the retrofit works conform to quality, standards and compliance with the retrofit design and manufacturers’ instructions, throughout the installation process, for at least fourteen of the following:
    • alterations to the structure
    • loadings
    • fixings
    • corners, junctions and edges of building elements
    • interfaces between the building fabric, services and the occupants
    • windows and doors including reveals, sills and soffits
    • thermal bypass
    • thermal bridges
    • air tightness
    • vapour barriers
    • moisture movement
    • moisture ingress
    • condensation risks
    • rainwater goods
    • mechanical, electrical and plumbing (MEP)
    • fire safety
    • acoustic and sound insulation
    126. recommend, record and implement corrective actions when required for at least fourteen of the following:
    • alterations to the structure
    • loadings
    • fixings
    • corners, junctions and edges of building elements
    • interfaces between the building fabric, services and the occupants
    • windows and doors including reveals, sills and soffits
    • thermal bypass
    • thermal bridges
    • air tightness
    • vapour barriers
    • moisture movement
    • moisture ingress
    • condensation risks
    • rainwater goods
    • mechanical, electrical and plumbing (MEP)
    • combustion appliances, flues and ventilation
    • fire safety
    • acoustic and sound insulation
    127. manage the scheduling and coordination of the inspection, testing, and commissioning and record the outcomes for retrofit works
    128. recommend, record and implement any required corrective actions for retrofit works following commissioning including but not limited to two of the following:
    • ventilation
    • combustion appliances
    • heat recovery devices
    • heating systems
    • hot water systems
    • lighting fittings
    • systems and controls
    • insulation
    • draught proofing
    • windows and doors
    • solar blinds, shutter and shading devices
    • renewable energy installations
    • fire safety
    • acoustic and sound insulation
    129. manage the project handover on completion of the installation of retrofit works
    130. confirm project requirements, consult with stakeholders and develop, agree and record a handover programme
    131. check that project requirements have been met, or record outstanding work, including any remedial activities or defects, in order to agree, arrange and record a satisfactory completion
    132. carry out handover inspections, relevant tests and commissioning activities ensuring they are recorded and certificated
    133. record stakeholder concerns during inspection, agree and record any actions required
    134. ensure that at least three of the following stakeholders’ respective responsibilities are recorded, accepted and adopted on handover
    • insurance
    • security
    • operations
    • health, safety and wellbeing
    • utility supply
    • environmental
    • sustainability
    135. assemble, record and hand over relevant documentation for the following in accordance with the project
    • manuals and guidance materials
    • plans
    • operating equipment
    • security information and equipment
    • certificates
    • services
    • systems
    • equipment
    • materials
    • maintenance records
    • structural design
    136. interpret and confirm the relevance of the following information in relation to the supervision of installing, maintaining and removing temporary works:
    • drawings
    • design brief
    • check certificates
    • hold points
    • permits to work
    • risk classification
    • implementation plan
    • inspection and test plan
    • specifications
    • schedules
    • method statements
    • risk assessments
    • manufacturers’ information
    137. observe current legislation and official guidance to the work environment to ensure protection and safety of the workforce, the general public, visitors, and the environment by application of information relating to at least six of the following:
    • methods of work
    • risk assessment
    • safe use and storage of tools
    • safe use of access equipment
    • traffic management
    • emergency plans
    • fire safety/ hot works
    • lifting plans
    • environmental factors
    138. identify, assess and maintain the following resources for temporary works
    • people
    • plant, equipment or machinery
    • materials and components
    • sub-contractors
    • information
    • work and facilities
    • waste management
    • utilities (power, water, lighting)
    139. confirm that all materials, equipment and tooling is correct prior to installation
    140. manage the installation of the temporary works in accordance with the programme of works to meet the needs of organisational and other stakeholder procedures
    141. keep accurate records of work progress checks, faults, problems, corrective actions, quantities involved and maintain safe working methods and practices
    142. handover the temporary works in accordance with organisational procedures
    143. manage the removal of the temporary works in accordance with the programme of works to meet the needs of organisational and other stakeholder requirements
    144. define and record your aims and objectives for undertaking personal development
    145. access at least three of the following sources of support and guidance to identify recognised standards to manage your personal development
    • national organisations
    • industry organisations and associations
    • professional institutions
    • further education organisations
    • training providers
    • in-house resources
    • line manager
    • colleagues
    • trade periodicals and journals
    • social media
    • online resources
    • certification bodies
    146. analyse the current level of your knowledge and performance against selected and recognised standards
    147. develop a profile of your competence and personal development needs and record the outcomes
    148. prepare and record a development plan for achieving identified development needs
    149. undertake development activities aimed at achieving identified development needs, reviewing and recording progress and the effectiveness of the activities
    150. obtain, accept and record feedback from people who can judge your performance and provide objective, valid feedback
    151. review the cycle of personal development aims and objectives to revise and update aims and objectives to suit changing circumstances and record the outcomes
    152. give adequate written notification(s) to all the stakeholders who will be affected about when work will start, how long it will take and when it will finish and confirm all dates in writing
    153. communicate and agree a programme and method with people who will be doing the work that integrates operations and keep records in accordance with organisational requirements
    154. identify, record and obtain information requirements before work starts including but not limited to the following
    • survey reports
    • design
    • contractual
    • statutory consents
    • contractor’s pre-planning information
    • health safety and environmental plan
    • method statements
    • programmes
    • checks carried out to verify the competence of the workforce including but not limited to industry certification schemes, cards, competence schemes, qualifications, certificates and training
    155. organise attendance for sub-contractors including but not limited to the following
    • welfare facilities
    • work specifications
    • security and fencing
    • utilities
    • traffic management
    • access and egress
    • off-loading and loading
    • dimensional control
    • storage
    • records of attendance
    156. organise and keep records of meetings and communications with sub-contractors to discuss project or contract requirements and attendances including but not limited to
    • time
    • quality
    • cost
    • statutory consents and notifications
    • sustainability
    • environment
    157. plan, schedule, obtain and maintain sufficient resources of the appropriate type which will meet the project requirements and timescales for at least three of the following
    • people
    • plant, equipment and machinery¬¬
    • materials and components
    • sub-contractors
    • information
    158. organise and control the site and resources so that conditions are safe and the site is tidy by producing a record of site maintenance activities including but not limited to the following
    • plan of the site showing storage and waste management areas
    • hoardings and security arrangements
    • signage
    • access and egress
    • safety and emergency response
    • welfare facilities
    • personal protective equipment (PPE)
    159. develop contingency plans to meet special requirements and minimise disruption to those likely to be affected by the works programme
    160. maintain records or plans showing how disruption has been minimised for special requirements and contingencies which include records of delegated tasks to other team members including but not limited to the following
    • sequencing
    • archaeology
    • heritage issues
    • stakeholders
    • environmental considerations
    • vehicular and public access
    • health and safety and emergencies
    • hazards and site conditions
    • trespass
    • statutory regulations and limitations
    • political intervention
    161. analyse project requirements in line with operational plans to ensure quantities and supplies of materials meet organisational requirements and develop a delivery schedule
    162. analyse calculations for delivery and lead times and ensure records of delivery schedule and traffic management are maintained
    163. identify and record alternatives to the supply of materials to improve the following
    • economy of usage
    • cost
    • environmental impact
    • sustainability
    164. ensure orders are prepared in line with organisational and/or project requirements to meet the delivery schedule
    165. promote goodwill and trust with suppliers and users to ensure the delivery schedule is maintained through positive negotiation
    166. implement and record the organisational or project systems for the monitoring of the delivery schedule, materials and supplier performance to ensure they meet the project specification
    167. analyse records of the following identified factors used in materials control
    • quality
    • quantity
    • payment to suppliers
    • approval by client, customer or their representative
    • programming
    168. identify and record problems with supply and take action to resolve them
    169. identify and record revisions to the delivery schedule to facilitate change or minimise disruption to the programme
    170. implement and record regular inspections to confirm the project requirements for at least three of the following maintenance activities for the following property, services or systems:
    171. identify, review and record the consideration of at least four of the following influencing factors and three of the following guidance materials about the property, service or system to be maintained
    172. prioritise and record the maintenance activities to take account of identified influencing factors whilst maintaining consistency
    173. identify and record at least four of the following changing circumstances
    • susceptibility to damage
    • safety requirements
    • need to inhibit, and respond to deterioration
    • weather conditions
    • ground or site conditions
    • environmental conditions
    • use or change of use
    • current legislation
    • resources
    • security threats
    • client, customer or their representative
    • reports and surveys
    • historical data
    • planning or statutory consents
    174. ensure maintenance activity records of actions carried out and data collected are current for at least four of the following
    • inspections
    • faults or problems
    • corrective actions
    • costs
    • resources
    • complaints
    • delays
    175. identify, assess and obtain at least two of the following necessary resources for maintenance activities
    • people
    • plant, equipment or machinery
    • materials and components
    • sub-contractors
    • information
    • work area and facilities
    • waste management
    • utility providers
    176. prepare plans and schedules for at least three of the following maintenance activities and negotiate and agree them with stakeholders
    • planned maintenance activities
    • tendered works
    • responsive works
    • preventative maintenance work
    • cost estimated works
    • seasonal maintenance
    • traffic maintenance (signing, lighting and guarding)
    • emergency works
    • contingency plans
    177. evaluate and implement pre-installation checks to identify technical and procedural risks for at least nine of the following:
    • accuracy and completeness of project information
    • building condition
    • health and safety hazards
    • fire safety
    • temporary works
    • protection of existing fabric and services
    • suitability of materials
    • working in and around buildings and their occupants and neighbouring properties
    • environment and ecology including but not limited to safeguarding protected species
    • heritage significance
    • discovery of architectural or archaeological features
    178. implement external and internal pre-installation building inspections, and record and report findings to relevant stakeholders to include:
    • suitable access
    • property suitability
    • adjoining structures
    • structural integrity
    • hazardous materials
    • dampness
    • decay
    • exposure ratings
    • combustion appliances, flues and ventilation
    • services (gas, electric, water, media cables)
    179. implement and record suitable and sufficient control measures to mitigate risks arising from external and internal pre-installation building inspections to include:
    • suitable access
    • property suitability
    • adjoining structures
    • structural integrity
    • hazardous materials
    • dampness
    • decay
    • exposure ratings
    • combustion appliances, flues and ventilation
    • services (gas, electric, water, media cables)
    180. implement and record suitable and sufficient control measures to mitigate technical and procedural risks for at least eight of the following:
    • accuracy and completeness of project information
    • building condition
    • health and safety hazards
    • fire safety
    • temporary works
    • protection of existing fabric and services
    • suitability of materials
    • working in and around buildings and their occupants and neighbouring properties
    • environment and ecology including but not limited to safeguarding protected species
    • heritage significance
    • discovery of architectural or archaeological features
    181. identify, review and confirm information sources against on site conditions to contribute to the retrofit works plan, risk assessments and method statements for at least six of the following:
    • drawings, design and specification information
    • building Pto industry standards
    • manufacturers technical information and product data sheets
    • sub-contractor methods and scope of works
    • surveys
    • tests
    • examinations
    • specialist reports
    • statutory consents
    • current legislation, official and technical guidance
    • written scheme of investigation (WSI) for archaeology
    182. record and report issues with the planned retrofit works and recommend corrective actions for at least seven of the following information sources:
    • risk assessments
    • method statements
    • drawings, design and specification information
    • building Pto industry standards
    • manufacturers technical information and product data sheets
    • sub-contractor methods and scope of works
    • surveys
    • tests
    • examinations
    • specialist reports
    • statutory consents
    • current legislation, official and technical guidance
    • the limitations, defects of the materials and their characteristics
    • written scheme of investigation (WSI) for archaeology
    183. contribute to the project programme and plan the sequence of works for the installation of retrofit works, including but not limited to:
    • repair
    • stabilisation
    • temporary works
    • opening-up and investigations
    • removal of fabric, structure or services, and making good
    • preparing the building for installation of fabric measures
    • installation of fabric, structure or services
    • testing
    • commissioning
    • handover
    184. plan the efficient use of resources required for retrofit works, including but not limited to:
    • materials and components
    • services
    • plant, equipment or machinery
    • workforce
    • information
    • site facilities
    • waste management
    • structures
    • storage of materials within specified parameters
    185. assemble, review and record at least four of the following types of information used in the preparation of the project plan, clarify and verify information which is not clear and update it for production planning purposes
    • survey reports
    • design information
    • contractual information
    • statutory consents
    • contracts pre-planning information
    • health, safety and environmental plans
    • risk assessments and method statements
    • programmes and schedules
    • team competency
    • sub-contractor arrangements and attendance
    186. identify at least four of the following factors for consideration, record them and distribute the information to the people who may be affected
    • occupiers
    • near neighbours
    • public access
    • site conditions
    • environment considerations
    • vehicular access and egress
    • security and trespass
    • public utilities
    • heritage issues
    • archaeological
    • sustainability
    • temporary works
    187. plan for traffic management and identify access and egress points for the site and works which are safe, convenient and minimise disruption
    188. organise and record at least four of the following resources assigned for the preparation of site operations
    • people
    • plant, equipment or machinery
    • materials and components
    • sub-contractors
    • information
    • work area and facilities
    • waste management
    • utility providers
    189. provide and record accurate details about the proposed work, site access and egress, layout, evacuation and hazards to the utility and emergency services
    190. make and record the arrangements identified before work starts and review as work progresses for site safety and welfare
    191. implement and record the procedures and arrangements for environmental protection and security
    192. implement and record the procedures and arrangements for temporary works
    193. plan, record and distribute information about the site layout for operational purposes including plans showing resources and materials delivery, storage and waste collection locations and arrangements for recycling
    194. record the types and locations of notices, which provide information that complies with current organisational requirements
    195. ensure the notices are placed correctly and implement a maintenance schedule
    196. determine and record at least two of the following tunnelling activities against the input of information from at least five of the following information sources
    197. identify and review at least three of the following influencing factors relating to the work environment and record the outcomes
    • organisational requirements
    • contractual requirements
    • statutory requirements
    • resource allocation
    • working requirements
    • environmental considerations
    • weather conditions
    • ground conditions
    198. prioritise activities by assessing and accounting for all the influencing factors
    199. identify and review at least two of the following guidance materials and record the outcomes
    • owner’s manuals
    • log books
    • maintenance schedules and manuals
    • practice guides and specifications
    • current legislation and official guidance
    • organisational procedures
    • historical data
    200. amend priorities to take account of at least four of the following changing circumstances whilst maintaining consistency with the influencing factors
    • susceptibility to damage
    • safety requirements
    • need to inhibit and respond to deterioration
    • compromised operational effectiveness
    • weather conditions
    • unidentified obstructions
    • meeting current legislation
    • resources
    • security threats
    • ground conditions
    • face instability
    201. prepare plans and programmes for at least three of the following activities then negotiate, agree and record them with stakeholders
    • mobile plant and machinery operations
    • back up services installation, operations, maintenance or removal
    • spoil removal
    • access equipment erection, maintenance or removal
    • pipejacking operations
    • micro tunnelling operations
    • excavation and/or installation of supports
    • shaft and tunnel construction
    • tunnel transport
    • spraying concrete lining
    • operating separation plant
    • temporary works
    • lifting loads

  2. Production Managers in Construction

    Production Managers in Construction

    1. Assess the environmental impact of development proposals 1 investigate the requirements for assessing the environmental impact of proposals by examining policy documents, consulting stakeholders and experts 2 select the factors which will be included in the assessment and the criteria to be used for assessing the impact 3 collate relevant data and examine the proposal in its context 4 identify and review alternative solutions which will improve environmental quality and increase sustainability 5 analyse and forecast the environmental impact of the selected factors, both individually and in combination 6 assess, quantify and report on the significance of each factor and suggest measures which will reduce the environmental impact
    2. Evaluate and present sustainable requirements 7 identify goals and priorities for potential development, both currently and in the future 8 investigate and identify the design, function and performance requirements of the potential project 9 investigate economic factors and resources, environmental and ecological factors, and social views that affect the future asset value and sustainability of potential development and consider alternatives 10 evaluate the best balance between the potential asset value and sustainability and project design, function, performance and return on investment 11 present development strategies in a suitable format and justify them to decision makers 12 decide whether and how to implement potential sustainable development projects so as to achieve key requirements
    3. Identify and evaluate sustainable resources 13 investigate, from appropriate information sources, the factors which impact on the utilisation and sustainability of renewable resources 14 assess accurately the costs and implications of the management and replacement of renewable resources 15 identify and summarise appropriate and valid information sources and identify potential alternative resources 16 compare the technical performance and environmental implications of alternative resources with the performance of existing finite resources with a similar function and calculate any variances 17 investigate, assess and recommend suitable strategies for developing alternative resources, which indicate positive technical and environmental advantages 18 present strategies in a suitable format and justify them to stakeholders
    4. Allocate budgets 1 identify responsibilities for budgetary control and allocations under the budget headings of financial plans 2 identify an appropriate method of maintaining overall control of the budget, produce guidance documents and circulate the information to those responsible 3 identify appropriate methods for presenting financial information to responsible personnel 4 issue allocations under budget headings and cash flow calculations and report requirements to those with financial responsibilities 5 authorise expenditure and changes to budgets and issue the information to those responsible 6 identify and agree appropriate methods and timescales for reporting contingencies and variances 7 resolve queries and discrepancies over allocated budgets
    5. Prepare and agree entitlement for reimbursement for loss and expense 8 assess the basis of entitlement and criteria for recovery against the contract and relevant expert opinion, and progress and structure valid entitlement which can be substantiated 9 calculate entitlement accurately from relevant and verified information sources 10 identify the liability for the cost and inform the parties involved in the contract 11 analyse the opposing grounds for the entitlement, structure the entitlement clearly and present them 12 conduct negotiations with the parties involved in the contract in a professional manner 13 negotiate, agree and finalise amendments to the entitlement with the parties involved in the contract 14 record and store documents, back-up information and calculations so that they can be easily accessed for reference and auditing purposes
    6. Control projects against quality standards 1 identify and interpret quality standards from available information and pass them to the project team for their implementation, before they start work 2 set up systems for inspecting, controlling and recording the quality of work against specified quality standards 3 require the non-compliance of quality standards to be addressed and notify the project team if this is not done within a reasonable time 4 inform the project team regularly about significant variations in complying with quality standards, programme and safety and suggest the decisions which they need to make and actions they need to take 5 identify improvements from feedback received and recommend them to the project team 6 agree and record amendments to the contract quality requirements and specifications
    7. Ensure project compliance with legal and contractual requirements 7 identify and interpret legal, contractual and industry standards requirements from available information and clarify them where there is uncertainty 8 ensure that required legal, contractual and industry standards requirements consents are obtained 9 brief the project team about their legal, contractual and industry standards requirements responsibilities to those responsible for implementing them before they start work on the contract 10 develop and implement monitoring systems, collect information regularly and summarise it 11 identify situations which do not comply with legal, contractual and industry standards requirements, investigate the circumstances thoroughly and take responsibility for corrective action 12 identify any changes in legal, contractual and industry standards requirements which may have an impact on the project, summarise the important details and pass this on to the project team 13 complete statutory submissions accurately and on time
    8. Control project progress against agreed programme 14 develop and implement systems to monitor and record information on the progress of the project against the agreed programme 15 collect and analyse information regularly and summarise it 16 identify inadequately and inappropriately specified resources, inform project team and specify and obtain alternative resources 17 ensure that any progress deviations are identified and quantified 18 investigate the circumstances of any deviations thoroughly and agree and implement corrective action 19 recommend options which are most likely to minimise increases in time and help the project progress, and pass these on to the project team 20 regularly inform the project team and stakeholders about progress, changes to the programme, resource needs, and suggest the decisions and actions that need to be taken 21 identify improvements from feedback received and recommend them to project team and stakeholders
    9. Control project value and cost 22 ensure that appropriate project cost control systems are developed and implemented which are able to provide early warning of problems 23 ensure that value and cost data is collected regularly, recorded correctly and passed on to the people who need it in time for them to be able to use it 24 ensure that the correct work value and cost data are calculated from measurement of work quantity and payment rates 25 ensure that accurate value and cost data is prepared and presented in a format which will help people to make decisions 26 ensure that variations and trends in value and cost data are identified and quantify and cost them 27 ensure that any variations are investigated thoroughly and appropriate corrective action or amendment is agreed and implemented with the project team which will restore costs and expenditure to budget 28 ensure that systems and processes are developed and implemented for identifying opportunities for cost savings and recommend them to the project team 29 ensure that realistic opportunities for cost savings are identified and costed correctly and recommend them to the project team
    10. Manage your own resources and undertake continuing personal development in the occupational practice area 1 develop and maintain personal networks of contacts, which are appropriate to meet your current and future needs for information and resources 2 check, on a regular basis, how you are using your time at work and identify possible improvements 3 ensure that your performance consistently meets or goes beyond agreed requirements 4 get regular and useful feedback on your performance from those who are in a good position to judge it and provide you with objective and valid feedback 5 discuss and agree, with those you report to, any changes to your personal work objectives and development plan in the light of performance, feedback received, any development activities undertaken and any wider changes 6 define the personal aims and objectives for undertaking personal development 7 identify and contact sources of support and guidance for undertaking personal development 8 identify and select relevant standards of competence against which personal development can be measured 9 analyse the current personal level of performance against the identified standards of competence and record a profile of present competence and personal development needs 10 prepare a development plan for achieving identified development needs 11 undertake development activities aimed at achieving identified development needs, review and record progress and the effectiveness of the activities 12 measure the achievement of identified development needs and record evidence of competence gained against the identified standards of competence 13 review the cycle of personal development aims and objectives and revise and update aims and objectives to suit changing circumstances
    11. Enable people and yourself to learn and benefit from practice experience 14 identify, through discussion with people, areas where they need help to achieve their agreed competence levels and use the information to produce an agreed personal development plan 15 identify and offer adequate and appropriate opportunities and resources for people to learn 16 select and summarise relevant and up to date information about knowledge and practice in a format which is suitable for distribution and for developing learning materials 17 acknowledge appropriate opportunities to learn from other people 18 advise and coach people so that they can identify their current level of competence, their learning needs and targets 19 select and use appropriate learning techniques and methods which are suitable for the topic and the needs of the individual 20 present information to people using a pace, style and form which is appropriate to their needs 21 encourage people to ask questions, seek clarification and advice when they need help and during learning activities 22 review peoples' progress towards agreed objectives and give realistic and positive feedback on achievements
    12. Identify and assess hazards, and identify risks 1 check that clients are made aware of the relevant health, safety and welfare regulations and legal framework and their obligations in relation to them 2 collaborate with stakeholders to ensure the compliance of designs with relevant health, safety and welfare regulations and legal framework 3 ensure that hazards and their consequences arising from operations and individual activities are identified and prioritised 4 ensure that hazards are assessed to identify the significance of risks on an iterative basis throughout the development process
    13. Make design choices to reduce health and safety risks 5 ensure that identified hazards are eliminated and reduced whilst developing and modifying designs and conflicting demands are taken into account 6 ensure that community measures are given equal priority over project measures when reducing risks 7 take responsibility for ensuring that the risk reduction measures comply with relevant health and safety regulations and guidelines 8 ensure that the information needed by other people involved is recorded in any design documentation so that they can comply with their duties under relevant health and safety regulations 9 promote the implementation of the risk reduction measures with other people involved 10 encourage a responsible culture of health, safety and welfare in design processes and decision making
    14. Manage the design process 11 agree with the stakeholders the purposes which will be served by production and installation design information appropriate to the project stage 12 choose a format for presenting the production and installation design information which meets the requirements of the stakeholders 13 identify which parts of the overall project require production and installation design information 14 ensure that the parts of the project design which interact with each other are identified and suitable ways to maintain coherence and consistency between all aspects of the production and installation design information are agreed 15 ensure that procedures are set up which will maintain coherence and consistency between the production and installation design solutions and the overall development concept 16 ensure that techniques are confirmed which are suitable for investigating, calculating, testing, developing and specifying the production and installation design which are consistent with best practice and conform to relevant codes and standards
    15. Ensure that forms of contract are prepared 1 select forms of contract, contract clauses and documents for the form of procurement proposed 2 ensure that standard forms of contract are amended so that the clauses and documents are suitable for the form of procurement proposed 3 ensure that particulars and preliminaries are drafted which accurately describe the needs of all the stakeholders in the form of contract 4 ensure that contract clauses are checked and that appendices and amendments meet statutory requirements 5 ensure that non-standard forms of contract, clauses and documents are drafted, which have legal precedent, where standard or modified standard forms are not suitable 6 obtain legal advice on the implications of drafting non-standard clauses and forms of contract and explain why this is necessary to the stakeholders in the contract 7 obtain necessary checks and approvals for the draft forms of contract
    16. Ensure that the contract is negotiated and agreed 8 ensure that the obligations of the parties to the contract are identified and obtain valid, written proof that they are able to meet the obligations 9 negotiate contracts using a style and manner which maintains good long term relationships with all the stakeholders 10 negotiate and agree optimum contract terms, conditions and amendments 11 record the results of negotiations accurately and pass the information on, promptly and in accordance with legal requirements, to all the stakeholders 12 ensure that accurate copies of the final contract documents are prepared and checked to meet legal requirements and arrange for them to be signed
    17. Select and agree procurement strategies 1 identify and agree feasible and realistic procurement objectives and criteria 2 identify procurement methods which are capable of meeting the procurement objectives and evaluate them against selected criteria 3 select and recommend the most effective procurement methods which meet stakeholders' constraints and relevant legal and industry requirements 4 agree and record the selected procurement method and appropriate implementation procedures
    18. Establish project team arrangements 5 identify and confirm with the stakeholders, the type of project work and objectives for project team collaboration 6 form a selection panel of stakeholders to assess potential suppliers and services and identify selection criteria 7 provide information to potential suppliers and services and invite them to submit a statement of their capabilities 8 evaluate the potential suppliers and services using the selection criteria and agree a short-list 9 interview and hold discussions with the short-listed potential suppliers and services to assess their suitability, capability and commitment to the project and compliance with selection criteria 10 select and confirm the project suppliers and services with the stakeholders 11 negotiate agreements and contracts with project suppliers and services 12 conduct project team meetings to facilitate collaborative working and agree individual and mutual project objectives
    19. Recommend and agree a form of contract 13 identify clearly the stakeholders and the purpose of the contract 14 identify with the stakeholders significant criteria for selecting the form of contract 15 select and recommend a form of contract which is appropriate to the type of project work 16 give clear and accurate information and advice and provide stakeholders with the opportunities to comment and ask for clarification 17 agree a form of contract which is capable of being put into effect
    20. Evaluate potential implications for the resolution of disputes 1 evaluate all the information which is relevant to the dispute, identify information which will support the case and summarise and justify it in a reasoned argument 2 assess the strengths and weaknesses of the case and make a judgement about the potential outcomes 3 identify what expertise and support will be needed at different stages of the dispute 4 consult with experts, and provide them with a clear, valid and accurate summary, in cases where expert interpretation and judgement is required 5 assess the arguments and the advice received from experts, produce justifiable conclusions and recommendations for further action and pass these to the parties involved in the dispute 6 assess the implications of proceeding with the case 7 identify potential options for settling the dispute which are based on relevant information and accurate assessments 8 identify potential responses to the options for settling the dispute and assess the risk involved 9 recommend a process for settling the dispute which is likely to be most acceptable to all the parties involved and which meets legal requirements 10 specify, clearly, the process for settling the dispute which has been agreed and prepare written terms and conditions
    21. Negotiate and progress the resolution of disputes 11 prepare documents about the dispute which have a clear rationale, and which include valid supporting information 12 keep regular contact with the parties involved in the dispute and investigate and propose options and processes for settling the dispute, which are likely to be acceptable to them 13 review reactions and proposals from opposite parties and recommend a response 14 ask questions to test the consistency and resilience of the opposite parties' position and to probe for possible movement 15 summarise and record points of agreement and disagreement 16 recommend acceptance of offers which are judged to be the best available 17 draft formal acceptance letters accurately and in a suitable style, and send them promptly to all parties 18 suggest realistic options and processes for settling the dispute when offers are not acceptable and assess the advantages and disadvantages of each alternative
    22. Evaluate project whole life and low carbon costs 1 confirm energy goals and priorities for the project, both currently and in the future 2 confirm assumptions about cost elements, alternative designs, construction, services, financing and use options for the project stage with stakeholders 3 review and present the potential whole life costs and low carbon cost of the project from available design and development information 4 assess and quantify the whole life costs and low carbon cost implications for the project taking into account the views of experts and project stakeholders 5 review the whole life costs and low carbon costs against the project criteria and energy goals and priorities 6 summarise and present clearly and accurately the whole life costs and low carbon costs 7 discuss the whole life costs and low carbon costs with stakeholders and select and agree the most viable options
    23. Assess and provide for the conservation of energy use 8 review legislative requirements in order to identify the energy use and control criteria relevant to the type of property and systems 9 ensure that the information on the property and systems necessary to assess energy use is gathered and recorded 10 ensure that solutions which meet the criteria for the type of property and systems are reviewed, calculated and specified 11 prescribe commissioning procedures and certification necessary for property and systems 12 identify and define any consequent improvements that may be required to meet energy use and control criteria relevant to the type of property and systems 13 provide operating and maintenance instructions to users to enable property and systems to be operated in an energy efficient manner
    24. Agree and implement systems with suppliers and services 1 specify and agree the ways in which systems will be managed and aligned with suppliers and services 2 identify and agree, with stakeholders, the changes to systems which are necessary to meet technical and quality requirements 3 develop and implement systems, identify any problems and make appropriate modifications before moving to full implementation 4 check that the alignment of systems conforms to the requirements of data protection legislation 5 negotiate and agree formal contractual arrangements that set out the requirements for the implementation and operation of strategic sourcing partnerships
    25. Monitor and control arrangements for strategic sourcing 6 review the terms of contract regularly with suppliers and services and assess whether there are continued benefits 7 monitor the performance of suppliers and services against agreed standards and quantify any variations in performance 8 inform suppliers and services about variations in performance from contract terms, and provide them with advice and information about the changes needed and the time allowed to make the changes 9 investigate variations and problems, identify likely causes and inform all those who are affected 10 assess existing sourcing arrangements against alternative supply options regularly and estimate the relative benefits and advantages
    26. Evaluate pre-qualification of tenderers 1 implement an appropriate type of procurement strategy which aligns with legal and statutory requirements and decide which potential tenderers could meet the contract conditions 2 decide which potential tenderers could meet the contract specification to fulfil the selected type of procurement process 3 decide how many tenderers to invite, taking into account the value and size of the contract 4 send enquiries to potential tenderers, in accordance with regulatory requirements, requiring them to provide evidence about their experience and capability 5 choose selection criteria which are suitable to weight and rate performance for the type of work described in the tender 6 evaluate potential tenderers who respond to the invitation against the selection criteria, place them in rank order and choose the number needed 7 offer advice and information to decision makers about potential tenderers and the selection criteria and modify the tender list to reflect any agreed changes 8 confirm that the selected tenderers are willing to tender 9 add more potential tenderers from the evaluation list which meet the selection criteria if those contacted are not willing to tender
    27. Obtain bids and tenders 10 ensure that procurement information and documents are drafted which meet statutory regulations, codes of practice and the organisation's policies 11 ensure that procurement information and documents are issued to all the tenderers on the agreed list, following the agreed procedures 12 respond to queries from tenderers promptly and pass on any additional information which they need 13 pass on to all the tenderers the information given to individual tenderers, and amendments to procurement information and documents 14 ensure that accurate records are kept of procurement information and documents issued, feedback, queries and information from tenderers 15 ensure that required action is implemented when tenderers withdraw from the process
    28. Analyse and select successful bids and tenders and negotiate changes 16 ensure that the tenders received are stored in a secure place and opened on the closing date in line with the organisation's procedures and regulatory requirements 17 select for evaluation those tenders which meet the criteria and reject those that do not 18 check with tenderers if any discrepancies, omissions and errors are found in the tenders, and agree and make any amendments with tenderers 19 analyse the tenders which are selected against the agreed criteria and choose the tender which best meets the criteria 20 check that the successful tenderer and the client can meet the obligations of the contract and recommend a preferred tender to the client 21 negotiate and agree any variations, adjustments and corrections with the successful tenderer and confirm them in writing, subject to contract 22 accept the successful tender formally and notify tenderers who have been unsuccessful, about the result 23 modify and repeat the procurement process if too few tenders are received to show that there has been adequate competition
    29. Identify and resource the development of new products and services to meet market needs 1 review the organisation's operations and evaluate its strengths and weaknesses to compete in potential markets 2 identify appropriate and realistic market areas for the organisation and summarise the information accurately 3 analyse the demand for and type of new products and services within the identified market areas 4 identify opportunities to use new marketing technologies, materials and techniques to meet identified market needs 5 ensure that the resources needed are calculated accurately and that sufficient resources are allocated for the development of new products and services 6 negotiate additional resources in cases where existing resources are insufficient to meet development costs 7 select new and innovative products and services for development which are based on an accurate evaluation of the organisation's business policy
    30. Develop and implement a marketing strategy 8 evaluate the present image and reputation of the organisation with the target audience and identify the potential client base 9 develop an information gathering system to support the development of marketing and promotion strategies 10 identify and agree potential new business opportunities 11 evaluate marketing and promotion options and develop a clear and relevant strategy which is capable of making a significant impact on the target audience 12 choose methods, media and techniques for the marketing and promotion of the organisation which are consistent with the corporate image 13 negotiate, agree and implement a programme and budget to deliver the agreed marketing and promotion strategy 14 monitor the marketing and promotion strategy regularly, review the impact and make modifications which will improve market presence and penetration
    31. Develop and maintain a policy to maximise client and customer satisfaction 15 analyse market research to determine realistically the type and quality of services clients and customers will need 16 develop a clear and realistic client and customer service policy and agree it with decision makers 17 develop a policy for client and customer service which summarises the organisation's agreed policy and circulate it to all the workforce 18 develop and introduce an appropriate client and customer service system, which will meet the service needs 19 develop and introduce systems for obtaining client and customer feedback and monitor them regularly for both positive and negative feedback 20 summarise positive client and customer feedback and circulate it to decision makers 21 investigate and respond to negative client and customer feedback and individual complaints promptly and resolve cases 22 produce regular summaries of client and customer complaints and compliments, the action taken and recommendations for future action and circulate the summaries to decision makers
    32. Assess and manage project risks and opportunities 1 identify and review project information and processes relating to risks and opportunities 2 identify and assess the significance and ownership of the risks and opportunities 3 select the most effective risk management methods and procedures to manage residual risks that comply with all relevant regulations and guidelines 4 identify the activities and resources required to implement the risk management methods 5 specify clearly the procedures for implementing the risk management methods and procedures 6 implement and maintain the risk management methods and procedures and modify them to meet changed circumstances
    33. Develop and maintain systems for managing health, safety and welfare 7 encourage a culture of health, safety and welfare on the project and identify and recommend opportunities for improving the work environment 8 develop and maintain adequate health, safety and welfare policies and systems which meet organisational and statutory requirements 9 allocate health, safety and welfare responsibilities, equipment and resources to people which are consistent with organisational and statutory requirements, and the specific project requirements 10 develop and implement systems which meet statutory requirements for identifying and reducing hazards and reporting accidents and emergencies and preventing recurrence 11 ensure that health, safety and welfare systems are checked regularly, in accordance with organisational and statutory requirements, and identify and record any special site conditions and situations which do not comply with regulations
    34. Establish and manage project team activities 12 prepare a strategy for the project which makes the best use of the capabilities of all project team members 13 examine stakeholder needs and intentions from the brief, discuss and clarify them with stakeholders and resolve any issues 14 develop clear parameters which will enable the project to meet the requirements of the brief and schedules 15 set up arrangements to achieve communication and trust between stakeholders 16 set up and agree, with the project team members, appropriate and realistic methods for project development, evaluation, modification, monitoring and updating 17 identify potential areas needing investigation and agree a realistic timescale and costs with the project team 18 motivate, coach and involve project team members to maximise and integrate their contributions to the project development 19 monitor the progress of the project team and provide members with feedback on timing, task completion and team processes 20 coordinate feedback sessions in a manner which is suitable for the needs and capabilities of the project team and which allows each team member enough time to express their views
    35. Implement project organisation and communication systems 21 identify the organisational and communication needs for the project 22 implement systems which are compatible with those used by the client and supply chain and which enable clear and effective management, and administrative and operational controls 23 produce information about people's roles and responsibilities, the project, and the organisational structure, and circulate the information to stakeholders 24 introduce methods of communicating, reporting, recording and retrieving information between stakeholders which are appropriate to the needs of the project and monitor the methods regularly for effectiveness 25 set up systems for recording and providing feedback on the ways in which resources are allocated and used 26 audit health, safety and welfare systems regularly, in accordance with organisational and statutory requirements, and identify and record any special site conditions and situations which do not comply with regulations and if necessary take responsibility restoring compliance
    36. Obtain and evaluate project feedback information and make improvements 27 promote the value of making improvements from feedback throughout the project and encourage stakeholders to collaborate and deliver feedback information to collaborate and deliver feedback information 28 identify and agree the areas to focus on for making improvements from feedback 29 identify and agree valid and reliable methods and sources for obtaining feedback information on projects and for assessing and recommending improvements from feedback 30 obtain, investigate and review the feedback information, match it against the original requirements and objectives and summarise both positive and negative factors 31 recommend improvements from feedback received and justify the recommendations to decision makers 32 classify improvements from feedback which have been agreed and incorporate them accurately into updated procedures and databases
    37. Select and form a project team 1 identify the team resources that are needed and where they can be obtained, and select those that meet agreed timescales and budget limits 2 identify any significant factors which will affect the number, type and availability of team resources 3 evaluate the quality and potential reliability of team resources and circulate the results to decision makers 4 negotiate and agree proposals of contractual arrangements for team resources which are likely to produce an effective team and follow necessary rules and formalities 5 follow the rules and formalities for obtaining team resources
    38. Develop and maintain working relationships 6 develop, maintain and encourage working relationships with people which promote goodwill, trust and respect 7 inform people about work activities in an appropriate level of detail and with an appropriate degree of urgency 8 offer advice and help to people about work activities with sensitivity and encourage questions, requests for clarification and comments 9 present proposals for action clearly to people at an appropriate time and with the right level of detail for the degree of change, expenditure and risk involved 10 clarify with people objections to proposals and suggest alternative proposals
    39. Evaluate estimate, bid and tender enquiry documentation 1 check the tender details and tender requirements and confirm them with decision makers 2 summarise the tender requirements accurately and pass them on for comment to decision makers 3 identify any points of concern in the tender documents and refer them to decision makers for them to clarify and resolve 4 evaluate the tender documents against the agreed criteria and assess whether the organisation is capable of meeting the tender requirements 5 identify and assess any contractual and legal issues which might affect the project 6 investigate the tender documents within budgets and tender time limits 7 draw accurate conclusions about tender requirements within the limits of the tender information which is available, and which provide an objective basis for making a decision on whether to make a bid 8 keep information about tender enquiries in confidence and only pass it on to people who have the authority to receive it
    40. Assess the resource requirements and costs within an estimate, bid and tender 9 develop a proposed method statement and draft programme which meet the tender requirements 10 ensure that the resources needed are calculated accurately from available sources, resource availability is investigated and the information is presented so that the requirements can be costed and planned 11 ensure that resource costs are estimated by calculating an accurate cost for each item which is required 12 ensure that the cost is modified to take into account any external factors which may affect the cost projections 13 produce the overall estimate of costs and check that it is complete, accurate and in a form which is suitable for a judgement to be made 14 explain and clarify the projected costs to support the calculations 15 recommend payment schedules which will meet known cash flow requirements
    41. Finalise and submit an estimate, bid and tender offer 16 identify and evaluate, realistically, the risks and opportunities involved in a successful tender offer 17 identify and specify any alternatives and qualifications to the original tender requirements which may improve the organisation's ability to carry out the work 18 apply a profit margin and payment schedule which meets the objectives and strategy of the organisation 19 check that the tender offer is complete and accurate and conforms to house style and make any necessary modifications 20 present and support the tender offer in a manner which maximises its acceptability 21 collate, arrange and submit the tender offer information in accordance with procurement requirements 22 collect together all the tender offer information, record it, store it securely and only pass it on to people who have the authority to receive it
    42. Prepare proposal for a project brief 1 identify and agree the stakeholders' requirements, opinions and aspirations and prepare a project proposal 2 select data which is relevant and valid, analyse it and qualify its status 3 estimate and confirm the cost and timescale of the project 4 review the cost implications of adopting alternative design, construction, services, financing and use strategies and agree them with stakeholders 5 prepare a draft brief clearly, accurately, unambiguously and within the time agreed, and present the brief to stakeholders 6 explain and discuss any significant constraints, opportunities and areas of uncertainty relating to the project 7 modify the draft to reflect the discussion and relevant points which have been raised 8 negotiate a clear and mutually acceptable agreement on the brief which is in sufficient detail to allow work to start on the next stage of the project
    43. Develop a project outline programme which meets the requirements of the brief 9 review the requirements of the brief and check and clarify initial assumptions about the project outline programme with stakeholders 10 develop a realistic outline programme for the project stages which takes account of identified constraints 11 discuss the outline programme with stakeholders and agree any necessary modifications to the brief, outline programme and constraints 12 prepare, present and agree an outline programme which meets the requirements of the brief and the expectations of stakeholders
    44. Identify, assess and agree project requirements and stakeholder preferences 13 clarify the project stakeholders' understanding of project processes and procedures and the roles of those who need to be involved 14 identify and agree with project stakeholders what their goals and priorities are both now and for the future 15 clarify the project stakeholders' circumstances and requirements, the options available and the constraints and risks which might apply to the project 16 advise and guide project stakeholders about new regulatory or technological requirements and innovations to enable them to make informed decisions 17 summarise and present the project requirements and stakeholders' preferences 18 evaluate project requirements and stakeholders' preferences which do not appear to be realistic and recommend valid options and record agreement
    45. Exchange information and present advice on technical issues 1 obtain and evaluate information which is sufficiently detailed for the purpose 2 present technical information and advice which is complete, summarised accurately and relevant to technical issues 3 present technical recommendations and judgements which are clear, accurate and valid, and which represent the best advice possible, given the information and resources available 4 give technical instructions and guidance which are likely to be understood by the people who will follow them 5 present technical recommendations and judgements using a style of communication which is appropriate to the people receiving information and advice 6 adapt and modify the presentation of technical recommendations and judgements where people have difficulties understanding them
    46. Resolve complex indeterminate situations 7 identify where complex indeterminate situations exist, estimate their effects realistically and summarise the issues for the organisation 8 assess the validity and completeness of the information available and identify any significant gaps 9 specify and obtain sufficient additional information to cover any gaps and to provide a valid starting point for the analysis of the situation 10 analyse information and draw valid and justifiable conclusions 11 apply decision making techniques which increase the reliability of the conclusions 12 reflect on the conclusions and interpret them into detailed issues that enable known opportunities and solutions to be identified and utilised for establishing policy
    47. Practice within an ethical framework 13 make judgements and offer advice which balance the needs of the client, the resources available and the needs of people in the community who are directly and indirectly affected 14 take clear and unequivocal personal responsibility for your own decisions and the decisions of others in your organisation 15 behave in an ethical manner and take appropriate action if unethical behaviour is brought to your attention 16 establish a system of communication to report instances of unethical behaviour which encourages responsibility and empowerment at all levels 17 offer judgements and advice which recognise the needs of other people 18 manage criteria that identify offers and contracts which are illegal and which may generate conflicts of interest and reject those that fail the criteria 19 define the limits of your professional expertise and set perimeters to work within them 20 disclose information obtained from clients only to those who have a legitimate right to receive it 21 enter into formal and informal contracts and agreements for advisory and problem-solving services which conform to legal requirements, ethical standards and recognised good practice and that service providers adhere to relevant conditions 22 communicate with clients in a style and manner which maintains professional independence and maximises goodwill and trust 23 define and agree the working practices and the expectations of the people involved in the contract 24 set up and implement systems to protect the individual, and the interests of society and to indemnify clients where the advice given results in loss or damage to the client 25 keep all funds, including interest, held on behalf of clients, separate from personal and organisational funds 26 promote a culture of honesty and equity with people, identify areas of weakness and recommend or implement improvements
    48. implement and monitor at least four of the following systems to record the progress of the project against the agreed programme(s)
    • visual inspection(s)
    • resource records
    • site inspection reports
    • contractor’s report
    • written, graphical and electronic records of the actual work against the programmed work
    • site meetings
    • organisational procedures
    • management reports
    • benchmarks
    • comparison with project requirements
    49. collect and record progress information regularly and summarise it for stakeholders
    50. identify and record inadequate or inappropriate resources, recommend alternative resources and pass the information to stakeholders
    51. identify, quantify and record any identified or predicted deviations from planned progress which have or may occur
    52. identify and record the circumstances of any deviations and identify corrective actions
    53. recommend options to stakeholders that allow the programme to be maintained
    54. inform stakeholders about changes to the operational programme
    55. suggest, implement and record the decisions and actions that need to be taken to maintain progress
    56. identify and record improvements to the programme from feedback received and inform stakeholders
    57. identify and interpret quality standards from available information and ensure their implementation before work commences
    58. specify roles and responsibilities and allocate these to individuals to maintain quality standards, and contribute towards a site quality plan or procedure
    59. establish systems to inspect and control the quality of the work and record the systems adopted
    60. regularly check that inspections are carried out to ensure that work conforms to the specified quality standards
    61. identify and record any work which fails to meet the requirements and specified quality standards, implement corrective action and ensure records are kept
    62. inform stakeholders about variations in quality standards, record and recommend solutions and actions for the following
    • effects of quality on the programme
    • effects of quality on safety
    • effects of quality on finished product
    63. identify conflicts between quality standards and refer them to stakeholders for resolution
    64. identify improvements from analysing feedback received and record and recommend them to stakeholders
    65. implement and monitor one of the following quantities and cost control systems which can provide early warning of problems
    • operational procedures and meetings
    • electronic records
    66. ensure that quantity and cost data is collected, recorded and passed on to the stakeholders in relation to at least four of the following
    • people
    • plant, equipment or machinery
    • materials and components
    • sub-contractors
    • information
    • work area and facilities
    • waste management
    • site overheads
    • records of valuations of work completed
    67. ensure that work values, quantities and cost data are prepared and recorded
    68. ensure that prepared data is presented in a format which will help the people responsible to make decisions
    69. ensure that variations and trends in quantities and cost data are identified, specified, quantified, costed and recorded
    70. ensure that any variations are investigated, agreed and recorded to allow at least one of the following actions to be implemented
    • alter progress in accordance with agreed programme
    • agree new completion dates
    • initiate contract claim
    • secure alternative resources
    • alter planned work schedules
    • alter method of work
    71. identify and record at least four of the following opportunities for cost efficiency and recommend them to stakeholders
    • waste reduction
    • resource management and logistics
    • applications of new technologies and materials
    • energy and utility management
    • recyclable and recoverable materials
    • alternative sources and types of materials
    • variations in quality
    • standardisation
    • revenue generation
    • method of work
    72. identify major activities, determine the resources needed from the information available, prepare draft work programmes and schedules and record all the information
    73. evaluate, assess and record alternative methods, resources and systems and consider the outcomes in order to select the best solution to meet project requirements
    74. obtain clarification and advice from the following information sources where the resources required are not available
    • stakeholders
    • the workforce
    • technical and trade literature
    75. analyse the activities against project requirements giving consideration to at least four of the following external factors and record the outcomes
    • other lead programmes
    • supply lead times
    • contingencies
    • special working conditions
    • weather conditions
    • statutory limitations
    • site conditions
    • environmental considerations
    • customers
    76. determine how long each activity will take, identify and record the activities which influence each other and sequence them logically and realistically into a schedule so that they make the best use of the resources available
    77. ensure the production of detailed programmes and schedules of planned activities, including at least two of the following, which are consistent with the complexity of the project
    • programmes
    • network analysis
    • critical activities
    • action lists
    • resource schedules
    78. develop, record and implement a system to monitor the works programmes and schedules, analyse and record the results and make recommendations to improve production and planning
    79. identify and record circumstances that cause alterations to the works programmes and schedules, calculate cost and time benefits to ensure they will meet changed circumstances and record decision-maker’s endorsement of changes
    80. identify the environmental management considerations
    81. examine project data, and establish and record methods of work that will support sustainability
    82. promote a culture of environmental awareness and support for sustainability in the workforce
    83. examine and record the policies adopted for environmental management and sustainability
    84. delegate and record the assigned duties for environmental management and monitoring of sustainable work methods
    85. monitor project work against at least four of the following environmental factors and take appropriate action to ensure organisational requirements are met
    • appearance
    • ecological
    • natural conservation
    • historical conservation
    • statutory nuisances
    • emissions to air, land and water
    • movement of project people, resources and vehicles
    • waste management
    • responsible contractor
    • contaminated land
    • invasive species
    86. monitor project work against at least four of the following sustainability requirements and take appropriate action to ensure organisational requirements are met in respect of:
    • reuse and recycled materials and resources
    • corporate social responsibility (CSR) and social value
    • wellbeing
    • innovation, legislation, technologies and skills
    • procurement of sustainable materials and resources
    • use and storage of materials and resources
    • energy use, environmental emissions
    87. identify positive performance in environmental management and sustainable methods of work and make recommendations to at least three of the following stakeholders:
    • the client, customer or their representative
    • contractors
    • consultants
    • sub-contractors
    • suppliers
    • workforce
    • internal management
    88. establish a culture of health, safety, welfare and wellbeing on site by carrying out the following
    • communicate with and involve the workforce
    • provide opportunities for development or training
    • lead by example
    • implement a proactive reporting process
    • identify and implement agreed ways to improve health, safety, welfare and wellbeing
    89. delegate specific health, safety, welfare and wellbeing responsibilities
    • assign responsibilities that are defined, documented and communicated and which adhere to current organisational requirements
    • carry out and monitor site inductions to ensure people have been informed of their responsibilities
    90. ensure accurate and appropriate notices and hazard warnings that conform to current organisational requirements are maintained and observed
    • carry out regular inspections to ensure conformity
    • ensure maintenance is carried out regularly and documented
    • check that people have been trained to recognise and understand the different types of notices and warnings
    91. ensure health, safety and welfare equipment and resources are available and sufficient to meet current organisational requirements
    • monitor and allocate health, safety and welfare equipment and resources
    • implement a recording system to confirm that the health and safety control equipment is appropriate for the work being carried out
    • implement maintenance checks on health, safety and welfare equipment and resources
    92. implement systems which meet current organisational requirements to identify hazards, reduce risks and maintain the health, safety, welfare and wellbeing of people including the following
    • identify the hazards and their consequences
    • analyse hazards and identify risks
    • consolidate and prioritise risks
    • implement monitoring systems and regularly evaluate to improve health, safety, welfare and wellbeing
    • implement appropriate measures to manage risks at source
    93. ensure hazards are assessed to identify the residual risks, apply the principles of prevention to reduce the risks and provide information to the appropriate people
    • record identified residual risks and maintain a reporting system to disseminate information
    • identify measures which can control the risks to health and safety
    • implement organisational prevention policy which covers health, safety, welfare and wellbeing relating to the working environment
    94. monitor health, safety, welfare and wellbeing systems regularly for compliance with current organisational requirements
    • ensure health, safety, welfare and wellbeing organisational requirements are current and actioned
    • collect and record workplace health, safety, welfare and wellbeing systems data
    • contribute to reports which demonstrate compliance with the organisational policies
    95. collect, collate and analyse relevant pre-construction information, ensuring that it is up to date and accurate
    96. establish and record the relevant dimensional control information for the project
    97. ensure that variations in dimensional control are identified, recorded and notified to stakeholders
    98. establish a dimensional control monitoring system, which ensures dimensional controls are maintained
    99. ensure that measuring and recording equipment is calibrated and maintained to meet the specified accuracy criteria and the checks are recorded
    100. evaluate and record at least five of the following project data sources in order to identify work methods
    • conditions of contract
    • bills of quantities or methods of measurement
    • specifications and/or schedules of work
    • drawings
    • health, safety and environmental plans
    • organisational requirements
    • instructions and variations
    • information on materials
    • programmes
    • survey reports
    • design data
    • statutory consents
    • sub-contractor arrangements and attendance
    • method statements and/or risk assessments
    • safe systems of work
    101. obtain and record additional information from at least two of the following sources in cases where the available project data is insufficient
    • stakeholders
    • regulatory authorities
    • technical and trade guidance
    102. identify and record the work methods which will make the best use of resources and materials and which meet project and current organisational requirements from at least two of the following information sources:
    • current organisational requirements, codes of practice and official guidance
    • investigative research
    • technical and trade guidance
    • building regulations and/or standards
    • surveys and reports
    103. evaluate and record identified work methods against at least six of the following technical, environmental and project criteria and select the most suitable
    • materials performance and availability
    • health, safety, welfare and wellbeing
    • fire safety
    • access
    • plant, equipment or machinery performance and availability
    • resources
    • traffic management
    • environmental issues
    • cost benefits
    • current organisational requirements, codes of practice and official guidance
    • stakeholders needs
    • contract requirements in terms of time and quantity
    • waste management
    • sustainability
    104. ensure method statements and risk assessments are current, accurate, agreed and acceptable to all stakeholders
    105. recommend the chosen work method to at least two of the following stakeholders and record the outcomes
    • the client, customer or their representative
    • contractors
    • consultants
    • designers
    • sub-contractors
    • suppliers
    • workforce
    • internal management
    106. implement systems for the collection of feedback from at least six of the following sources
    • general public
    • workforce
    • suppliers
    • customers
    • colleagues
    • social media
    • regulators
    • auditors
    • client appointees
    • designers
    107. ensure feedback from five of the following methods or sources is obtained, investigated, recorded and analysed
    • project correspondence
    • site tests and inspections
    • scientific research and data
    • performance in use
    • meetings
    • questionnaires
    • audits and reports
    • site monitoring
    • consultations
    108. evaluate the feedback received and justify the recommendations to stakeholders
    109. summarise and record recommendations from feedback analysis and promote for adoption and use
    110. evaluate feedback systems to ensure recommendations have been implemented and are effective
    111. ensure and record that the specification of the selected plant, equipment or machinery meets the needs of the project before deployment
    112. confirm and record that pre-use and operative checks have been carried out to ensure that the plant, equipment or machinery to be deployed complies with current legislation and will be set up, operated and maintained by competent people
    113. implement and use a system to update the deployment and allocation of plant, equipment or machinery and operators, as the project progresses or changes occur and make recommendations on the use of alternative types of plant, equipment or machinery to decision-makers
    114. identify hazards, assess, and mitigate risks arising from the use of plant, equipment or machinery to protect the workforce, sub-contractors, suppliers, consultants, occupants, visitors, the general public, and the environment by the application of information relating to at least three of the following
    • methods of work
    • risk assessment
    • safe use and storage of tools
    • safe use and storage of materials
    • traffic management
    115. ensure that plant, equipment or machinery operations are planned, appropriately supervised and conducted in accordance with current legislation by analysing the following
    • safe systems of work written or approved for plant, equipment or machinery operations
    • roles and responsibilities allocated to plant, equipment or machinery supervisors, operators and users
    • information passed to operators, users and supervisors
    116. ensure that the suitable storage, servicing and maintenance of plant, equipment or machinery has been arranged and meets organisational requirements by analysing the following
    • arrangements for the storage of plant, equipment or machinery
    • checks made for serviceability and maintenance of plant, equipment or machinery as appropriate to organisational requirements
    117. identify and record the competency requirements for supervisors, operators and users of plant, equipment or machinery that will or could support the project or future projects in relation to organisational requirements
    118. promote and record opportunities to suggest improvements in plant operations provided to at least four of the following
    • supervisors
    • operators
    • users
    • the workforce
    • members of the public
    • stakeholders
    • clients and other duty holders
    • visitors
    • supply chain
    119. ensure that plant, equipment or machinery which is no longer needed is returned or removed and records are maintained
    120. observe and apply organisational requirements appropriate for the protection of the workforce, sub-contractors, suppliers, consultants, occupants, visitors, the general public, and the environment by the application of information relating to:
    • methods of work
    • risk assessments
    • safe use and storage of tools
    • safe use and storage of materials and components
    • traffic management
    • emergency plans
    • fire safety
    • acoustic and sound insulation
    • thermal insulation
    • workforce competency
    • site constraints
    121. manage the implementation of the retrofit plan ensuring effective and efficient working practices compliant with design and quality standards, for a given occupational area
    122. review and record on works progress against the project programme, resources and planned sequencing of works, and recommend and take corrective action when required
    123. recognise and report defects in installation, with specific reference to six of the following:
    • gaps in installation
    • missing and inappropriate fixings
    • detailing at corners, edges, junctions and openings
    • interaction with building services
    • combustion appliances, flues and ventilation
    • fire safety
    • acoustic and sound insulation
    • thermal bypass and thermal bridges
    • loading
    124. record and report that ventilation is not compromised and complies with all relevant standards for the following:
    • gas and other combustion appliances
    • flues
    • general ventilation
    125. check and record that the retrofit works conform to quality, standards and compliance with the retrofit design and manufacturers’ instructions, throughout the installation process, for at least fourteen of the following:
    • alterations to the structure
    • loadings
    • fixings
    • corners, junctions and edges of building elements
    • interfaces between the building fabric, services and the occupants
    • windows and doors including reveals, sills and soffits
    • thermal bypass
    • thermal bridges
    • air tightness
    • vapour barriers
    • moisture movement
    • moisture ingress
    • condensation risks
    • rainwater goods
    • mechanical, electrical and plumbing (MEP)
    • fire safety
    • acoustic and sound insulation
    126. recommend, record and implement corrective actions when required for at least fourteen of the following:
    • alterations to the structure
    • loadings
    • fixings
    • corners, junctions and edges of building elements
    • interfaces between the building fabric, services and the occupants
    • windows and doors including reveals, sills and soffits
    • thermal bypass
    • thermal bridges
    • air tightness
    • vapour barriers
    • moisture movement
    • moisture ingress
    • condensation risks
    • rainwater goods
    • mechanical, electrical and plumbing (MEP)
    • combustion appliances, flues and ventilation
    • fire safety
    • acoustic and sound insulation
    127. manage the scheduling and coordination of the inspection, testing, and commissioning and record the outcomes for retrofit works
    128. recommend, record and implement any required corrective actions for retrofit works following commissioning including but not limited to two of the following:
    • ventilation
    • combustion appliances
    • heat recovery devices
    • heating systems
    • hot water systems
    • lighting fittings
    • systems and controls
    • insulation
    • draught proofing
    • windows and doors
    • solar blinds, shutter and shading devices
    • renewable energy installations
    • fire safety
    • acoustic and sound insulation
    129. manage the project handover on completion of the installation of retrofit works
    130. confirm project requirements, consult with stakeholders and develop, agree and record a handover programme
    131. check that project requirements have been met, or record outstanding work, including any remedial activities or defects, in order to agree, arrange and record a satisfactory completion
    132. carry out handover inspections, relevant tests and commissioning activities ensuring they are recorded and certificated
    133. record stakeholder concerns during inspection, agree and record any actions required
    134. ensure that at least three of the following stakeholders’ respective responsibilities are recorded, accepted and adopted on handover
    • insurance
    • security
    • operations
    • health, safety and wellbeing
    • utility supply
    • environmental
    • sustainability
    135. assemble, record and hand over relevant documentation for the following in accordance with the project
    • manuals and guidance materials
    • plans
    • operating equipment
    • security information and equipment
    • certificates
    • services
    • systems
    • equipment
    • materials
    • maintenance records
    • structural design
    136. interpret and confirm the relevance of the following information in relation to the supervision of installing, maintaining and removing temporary works:
    • drawings
    • design brief
    • check certificates
    • hold points
    • permits to work
    • risk classification
    • implementation plan
    • inspection and test plan
    • specifications
    • schedules
    • method statements
    • risk assessments
    • manufacturers’ information
    137. observe current legislation and official guidance to the work environment to ensure protection and safety of the workforce, the general public, visitors, and the environment by application of information relating to at least six of the following:
    • methods of work
    • risk assessment
    • safe use and storage of tools
    • safe use of access equipment
    • traffic management
    • emergency plans
    • fire safety/ hot works
    • lifting plans
    • environmental factors
    138. identify, assess and maintain the following resources for temporary works
    • people
    • plant, equipment or machinery
    • materials and components
    • sub-contractors
    • information
    • work and facilities
    • waste management
    • utilities (power, water, lighting)
    139. confirm that all materials, equipment and tooling is correct prior to installation
    140. manage the installation of the temporary works in accordance with the programme of works to meet the needs of organisational and other stakeholder procedures
    141. keep accurate records of work progress checks, faults, problems, corrective actions, quantities involved and maintain safe working methods and practices
    142. handover the temporary works in accordance with organisational procedures
    143. manage the removal of the temporary works in accordance with the programme of works to meet the needs of organisational and other stakeholder requirements
    144. define and record your aims and objectives for undertaking personal development
    145. access at least three of the following sources of support and guidance to identify recognised standards to manage your personal development
    • national organisations
    • industry organisations and associations
    • professional institutions
    • further education organisations
    • training providers
    • in-house resources
    • line manager
    • colleagues
    • trade periodicals and journals
    • social media
    • online resources
    • certification bodies
    146. analyse the current level of your knowledge and performance against selected and recognised standards
    147. develop a profile of your competence and personal development needs and record the outcomes
    148. prepare and record a development plan for achieving identified development needs
    149. undertake development activities aimed at achieving identified development needs, reviewing and recording progress and the effectiveness of the activities
    150. obtain, accept and record feedback from people who can judge your performance and provide objective, valid feedback
    151. review the cycle of personal development aims and objectives to revise and update aims and objectives to suit changing circumstances and record the outcomes
    152. give adequate written notification(s) to all the stakeholders who will be affected about when work will start, how long it will take and when it will finish and confirm all dates in writing
    153. communicate and agree a programme and method with people who will be doing the work that integrates operations and keep records in accordance with organisational requirements
    154. identify, record and obtain information requirements before work starts including but not limited to the following
    • survey reports
    • design
    • contractual
    • statutory consents
    • contractor’s pre-planning information
    • health safety and environmental plan
    • method statements
    • programmes
    • checks carried out to verify the competence of the workforce including but not limited to industry certification schemes, cards, competence schemes, qualifications, certificates and training
    155. organise attendance for sub-contractors including but not limited to the following
    • welfare facilities
    • work specifications
    • security and fencing
    • utilities
    • traffic management
    • access and egress
    • off-loading and loading
    • dimensional control
    • storage
    • records of attendance
    156. organise and keep records of meetings and communications with sub-contractors to discuss project or contract requirements and attendances including but not limited to
    • time
    • quality
    • cost
    • statutory consents and notifications
    • sustainability
    • environment
    157. plan, schedule, obtain and maintain sufficient resources of the appropriate type which will meet the project requirements and timescales for at least three of the following
    • people
    • plant, equipment and machinery¬¬
    • materials and components
    • sub-contractors
    • information
    158. organise and control the site and resources so that conditions are safe and the site is tidy by producing a record of site maintenance activities including but not limited to the following
    • plan of the site showing storage and waste management areas
    • hoardings and security arrangements
    • signage
    • access and egress
    • safety and emergency response
    • welfare facilities
    • personal protective equipment (PPE)
    159. develop contingency plans to meet special requirements and minimise disruption to those likely to be affected by the works programme
    160. maintain records or plans showing how disruption has been minimised for special requirements and contingencies which include records of delegated tasks to other team members including but not limited to the following
    • sequencing
    • archaeology
    • heritage issues
    • stakeholders
    • environmental considerations
    • vehicular and public access
    • health and safety and emergencies
    • hazards and site conditions
    • trespass
    • statutory regulations and limitations
    • political intervention
    161. analyse project requirements in line with operational plans to ensure quantities and supplies of materials meet organisational requirements and develop a delivery schedule
    162. analyse calculations for delivery and lead times and ensure records of delivery schedule and traffic management are maintained
    163. identify and record alternatives to the supply of materials to improve the following
    • economy of usage
    • cost
    • environmental impact
    • sustainability
    164. ensure orders are prepared in line with organisational and/or project requirements to meet the delivery schedule
    165. promote goodwill and trust with suppliers and users to ensure the delivery schedule is maintained through positive negotiation
    166. implement and record the organisational or project systems for the monitoring of the delivery schedule, materials and supplier performance to ensure they meet the project specification
    167. analyse records of the following identified factors used in materials control
    • quality
    • quantity
    • payment to suppliers
    • approval by client, customer or their representative
    • programming
    168. identify and record problems with supply and take action to resolve them
    169. identify and record revisions to the delivery schedule to facilitate change or minimise disruption to the programme
    170. implement and record regular inspections to confirm the project requirements for at least three of the following maintenance activities for the following property, services or systems:
    171. identify, review and record the consideration of at least four of the following influencing factors and three of the following guidance materials about the property, service or system to be maintained
    172. prioritise and record the maintenance activities to take account of identified influencing factors whilst maintaining consistency
    173. identify and record at least four of the following changing circumstances
    • susceptibility to damage
    • safety requirements
    • need to inhibit, and respond to deterioration
    • weather conditions
    • ground or site conditions
    • environmental conditions
    • use or change of use
    • current legislation
    • resources
    • security threats
    • client, customer or their representative
    • reports and surveys
    • historical data
    • planning or statutory consents
    174. ensure maintenance activity records of actions carried out and data collected are current for at least four of the following
    • inspections
    • faults or problems
    • corrective actions
    • costs
    • resources
    • complaints
    • delays
    175. identify, assess and obtain at least two of the following necessary resources for maintenance activities
    • people
    • plant, equipment or machinery
    • materials and components
    • sub-contractors
    • information
    • work area and facilities
    • waste management
    • utility providers
    176. prepare plans and schedules for at least three of the following maintenance activities and negotiate and agree them with stakeholders
    • planned maintenance activities
    • tendered works
    • responsive works
    • preventative maintenance work
    • cost estimated works
    • seasonal maintenance
    • traffic maintenance (signing, lighting and guarding)
    • emergency works
    • contingency plans
    177. evaluate and implement pre-installation checks to identify technical and procedural risks for at least nine of the following:
    • accuracy and completeness of project information
    • building condition
    • health and safety hazards
    • fire safety
    • temporary works
    • protection of existing fabric and services
    • suitability of materials
    • working in and around buildings and their occupants and neighbouring properties
    • environment and ecology including but not limited to safeguarding protected species
    • heritage significance
    • discovery of architectural or archaeological features
    178. implement external and internal pre-installation building inspections, and record and report findings to relevant stakeholders to include:
    • suitable access
    • property suitability
    • adjoining structures
    • structural integrity
    • hazardous materials
    • dampness
    • decay
    • exposure ratings
    • combustion appliances, flues and ventilation
    • services (gas, electric, water, media cables)
    179. implement and record suitable and sufficient control measures to mitigate risks arising from external and internal pre-installation building inspections to include:
    • suitable access
    • property suitability
    • adjoining structures
    • structural integrity
    • hazardous materials
    • dampness
    • decay
    • exposure ratings
    • combustion appliances, flues and ventilation
    • services (gas, electric, water, media cables)
    180. implement and record suitable and sufficient control measures to mitigate technical and procedural risks for at least eight of the following:
    • accuracy and completeness of project information
    • building condition
    • health and safety hazards
    • fire safety
    • temporary works
    • protection of existing fabric and services
    • suitability of materials
    • working in and around buildings and their occupants and neighbouring properties
    • environment and ecology including but not limited to safeguarding protected species
    • heritage significance
    • discovery of architectural or archaeological features
    181. identify, review and confirm information sources against on site conditions to contribute to the retrofit works plan, risk assessments and method statements for at least six of the following:
    • drawings, design and specification information
    • building Pto industry standards
    • manufacturers technical information and product data sheets
    • sub-contractor methods and scope of works
    • surveys
    • tests
    • examinations
    • specialist reports
    • statutory consents
    • current legislation, official and technical guidance
    • written scheme of investigation (WSI) for archaeology
    182. record and report issues with the planned retrofit works and recommend corrective actions for at least seven of the following information sources:
    • risk assessments
    • method statements
    • drawings, design and specification information
    • building Pto industry standards
    • manufacturers technical information and product data sheets
    • sub-contractor methods and scope of works
    • surveys
    • tests
    • examinations
    • specialist reports
    • statutory consents
    • current legislation, official and technical guidance
    • the limitations, defects of the materials and their characteristics
    • written scheme of investigation (WSI) for archaeology
    183. contribute to the project programme and plan the sequence of works for the installation of retrofit works, including but not limited to:
    • repair
    • stabilisation
    • temporary works
    • opening-up and investigations
    • removal of fabric, structure or services, and making good
    • preparing the building for installation of fabric measures
    • installation of fabric, structure or services
    • testing
    • commissioning
    • handover
    184. plan the efficient use of resources required for retrofit works, including but not limited to:
    • materials and components
    • services
    • plant, equipment or machinery
    • workforce
    • information
    • site facilities
    • waste management
    • structures
    • storage of materials within specified parameters
    185. assemble, review and record at least four of the following types of information used in the preparation of the project plan, clarify and verify information which is not clear and update it for production planning purposes
    • survey reports
    • design information
    • contractual information
    • statutory consents
    • contracts pre-planning information
    • health, safety and environmental plans
    • risk assessments and method statements
    • programmes and schedules
    • team competency
    • sub-contractor arrangements and attendance
    186. identify at least four of the following factors for consideration, record them and distribute the information to the people who may be affected
    • occupiers
    • near neighbours
    • public access
    • site conditions
    • environment considerations
    • vehicular access and egress
    • security and trespass
    • public utilities
    • heritage issues
    • archaeological
    • sustainability
    • temporary works
    187. plan for traffic management and identify access and egress points for the site and works which are safe, convenient and minimise disruption
    188. organise and record at least four of the following resources assigned for the preparation of site operations
    • people
    • plant, equipment or machinery
    • materials and components
    • sub-contractors
    • information
    • work area and facilities
    • waste management
    • utility providers
    189. provide and record accurate details about the proposed work, site access and egress, layout, evacuation and hazards to the utility and emergency services
    190. make and record the arrangements identified before work starts and review as work progresses for site safety and welfare
    191. implement and record the procedures and arrangements for environmental protection and security
    192. implement and record the procedures and arrangements for temporary works
    193. plan, record and distribute information about the site layout for operational purposes including plans showing resources and materials delivery, storage and waste collection locations and arrangements for recycling
    194. record the types and locations of notices, which provide information that complies with current organisational requirements
    195. ensure the notices are placed correctly and implement a maintenance schedule
    196. determine and record at least two of the following tunnelling activities against the input of information from at least five of the following information sources
    197. identify and review at least three of the following influencing factors relating to the work environment and record the outcomes
    • organisational requirements
    • contractual requirements
    • statutory requirements
    • resource allocation
    • working requirements
    • environmental considerations
    • weather conditions
    • ground conditions
    198. prioritise activities by assessing and accounting for all the influencing factors
    199. identify and review at least two of the following guidance materials and record the outcomes
    • owner’s manuals
    • log books
    • maintenance schedules and manuals
    • practice guides and specifications
    • current legislation and official guidance
    • organisational procedures
    • historical data
    200. amend priorities to take account of at least four of the following changing circumstances whilst maintaining consistency with the influencing factors
    • susceptibility to damage
    • safety requirements
    • need to inhibit and respond to deterioration
    • compromised operational effectiveness
    • weather conditions
    • unidentified obstructions
    • meeting current legislation
    • resources
    • security threats
    • ground conditions
    • face instability
    201. prepare plans and programmes for at least three of the following activities then negotiate, agree and record them with stakeholders
    • mobile plant and machinery operations
    • back up services installation, operations, maintenance or removal
    • spoil removal
    • access equipment erection, maintenance or removal
    • pipejacking operations
    • micro tunnelling operations
    • excavation and/or installation of supports
    • shaft and tunnel construction
    • tunnel transport
    • spraying concrete lining
    • operating separation plant
    • temporary works
    • lifting loads

  3. Production Technicians

    Production Technicians

    1. interpret the given information relating to the work and resources to confirm its relevance comply with the given, relevant legislation and official guidance to carry out your work and maintain safe work practices select the required quantity and quality of resources for the methods of work comply with organisational procedures to minimise the risk of damage to the work and surrounding area comply with the given contract information to carry out the work efficiently to the required specification complete the work within the allocated time, in accordance with the programme of work
    2. interpret the given information relating to the work and resources to confirm its relevance
    3. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices
    4. select the required quantity and quality of resources for the methods of work
    5. comply with organisational procedures to minimise the risk of damage to the work and surrounding area
    6. comply with the given contract information to carry out the work efficiently to the required specification
    7. complete the work within the allocated time, in accordance with the programme of work

  4. Riggers

    Riggers

    1. interpret the given information relating to the work and resources to confirm its relevance
    2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices
    3. select the required quantity and quality of resources for the methods of work
    4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area
    5. comply with the given contract information to carry out the work efficiently to the required specification
    6. complete the work within the allocated time, in accordance with the programme of work
    7. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe work practices

  5. Road Construction Operatives

    Road Construction Operatives

    1. interpret the given information relating to the work and resources to confirm its relevance
    2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices
    3. select the required quantity and quality of resources for the methods of work
    4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area
    5. comply with the given contract information to carry out the work efficiently to the required specification
    6. complete the work within the allocated time, in accordance with the programme of work
    7. interpret the given operating information relating to the use of plant or machinery and confirm its relevance
    8. organise with others the sequence in which the work is to be carried out
    9. comply with the relevant, current legislation, special legal status documents, official guidance and organisational procedures to maintain safe and healthy work practices
    10. request resources to sustain plant or machinery operations to complete the programme of work
    11. select plant or machinery resources for the methods of work and operations to be carried out
    12. organise with others the sequence in which the work is to be carried out P3 comply with the relevant, current legislation, special legal status documents, official guidance and organisational procedures to maintain safe and healthy work practices
    13. Implement, monitor and remove mobile traffic management on motorways and dual carriageways
    14. Install, maintain and remove static temporary traffic management on motorways and high speed dual carriageways
    15. Install, maintain and remove temporary traffic management on urban and rural roads
    16. interpret the given operating information relating to the use of plant or machinery, equipment or vehicle and confirm its relevance
    17. request resources to sustain plant or machinery, equipment or vehicle operations to complete the programme of work
    18. select plant, machinery, equipment or vehicle resources for the methods of work and operations to be carried out

  6. Roof Slaters

    Roof Slaters

    1. interpret the given information relating to the work and resources to confirm its relevance
    2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices
    3. select the required quantity and quality of resources for the methods of work
    4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area
    5. comply with the given contract information to carry out the work efficiently to the required specification
    6. complete the work within the allocated time, in accordance with the programme of work
    7. complete the work within the allocated time, in accordance with the programme
    8. interpret the given information relating to the work and resources to confirm its relevance comply with the given, relevant legislation and official guidance to carry out your work and maintain safe work practices select the required quantity and quality of resources for the methods of work comply with organisational procedures to minimise the risk of damage to the work and surrounding area comply with the given contract information to carry out the work efficiently to the required specification complete the work within the allocated time, in accordance with the programme of work

  7. Roof Tilers

    Roof Tilers

    1. interpret the given information relating to the work and resources to confirm its relevance
    2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices
    3. select the required quantity and quality of resources for the methods of work
    4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area
    5. comply with the given contract information to carry out the work efficiently to the required specification
    6. complete the work within the allocated time, in accordance with the programme of work
    7. complete the work within the allocated time, in accordance with the programme
    8. interpret the given information relating to the work and resources to confirm its relevance comply with the given, relevant legislation and official guidance to carry out your work and maintain safe work practices select the required quantity and quality of resources for the methods of work comply with organisational procedures to minimise the risk of damage to the work and surrounding area comply with the given contract information to carry out the work efficiently to the required specification complete the work within the allocated time, in accordance with the programme of work

  8. Roofers

    Roofers

    1. interpret the given information relating to the work and resources to confirm its relevance
    2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices
    3. select the required quantity and quality of resources for the methods of work
    4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area
    5. comply with the given contract information to carry out the work efficiently to the required specification
    6. complete the work within the allocated time, in accordance with the programme of work
    7. complete the work within the allocated time, in accordance with the programme

  9. Scaffolders

    Scaffolders

    1. interpret the given information relating to the work and resources to confirm its relevance
    2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices
    3. select the required quantity and quality of resources for the methods of work
    4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area
    5. comply with the given contract information to carry out the work efficiently to the required specification
    6. complete the work within the allocated time, in accordance with the programme of work
    7. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe work practices

  10. Senior Officials in Construction

    Senior Officials in Construction

    1. engage colleagues and stakeholders in obtaining contracts to supply products and services
    2. maintain systems to identify opportunities to bid to supply products and services
    3. carry out targeted research amongst existing and potential customers to identify opportunities to tender to supply products and services
    4. evaluate your organisation's capacity and capability to respond to opportunities to tender to supply products and services credibly and competitively
    5. collaborate on tenders with other organisations with complementary capabilities, where appropriate
    6. prepare tenders in line with customers' requirements, emphasising your organisation's capacity and capability and the unique features and potential benefits of your products and services
    7. prepare financial quotations that take account of your organisations' financial objectives, the customer's ability to pay and your estimates of competitors' quotations
    8. present your bids to potential customers, anticipating or pre-empting any queries and objections
    9. evaluate potential trade-offs which will be beneficial both to the customer and to your organisation
    10. respond to any queries or objections from potential customers
    11. check the potential customers understand and accept your responses to objections and queries
    12. negotiate contracts that meet both the new customer's and your organisation's requirements
    13. ensure formal agreements are drawn up and signed which meet legal requirements
    14. obtain feedback from customers identify how you can improve, in cases where you fail to obtain contracts
    15. review the tendering process with colleagues and use the lessons learned to improve future bids
    16. follow the legal, organisational, codes of practice and policies relevant to bidding for contracts
    17. specify the purpose of teams and what they must achieve
    18. define the expertise, knowledge, skills and attitudes required to achieve team purpose
    19. identify team members' knowledge, skills and competences to determine their roles within the teams
    20. plan and develop any knowledge, skills and competences lacking in the teams
    21. develop and implement succession and knowledge and skills transfer plans, where required
    22. confirm the work required of teams with your manager and seek clarification on any outstanding points and issues
    23. plan how teams will undertake the work, identifying any priorities or critical activities and making effective use of the available resources
    24. allocate work to team members by taking account of their skills, knowledge, competence, backgrounds and experience
    25. analyse team members existing workloads, and opportunities for their development
    26. brief team members on the work they have been allocated and the standard of performance expected
    27. encourage team members to ask questions, make suggestions and seek clarification in relation to the work they have been allocated
    28. respond to any concerns team members may have about their work
    29. demonstrate behaviours that show and inspires team members to show, respect, helpfulness and cooperation
    30. agree the behaviours that will help achieve team purpose and those likely to hinder progress with team members
    31. support team members to understand their unique contribution to teams, the contributions of fellow team members, and how these complement each other
    32. provide opportunities for team members to get to know each other's strengths and weaknesses and build mutual respect and trust
    33. allow time for teams to develop through their stages of growth
    34. support the team to seize opportunities presented by team member changes and the introduction of new members
    35. encourage team members to share problems with each other and solve these creatively together
    36. encourage open communication between team members, including providing constructive feedback to enhance the performance of individual members and the whole team
    37. monitor the performance of teams to evaluate how well its purpose is being achieved
    38. celebrate team and individual successes together
    39. identify conflicts, acknowledge the feelings and views of all parties, and redirect energy towards a common goal
    40. dissolve teams once their purpose has been achieved and they are no longer required
    41. follow the industry legal, organisational, codes of practice and policies relevant to building teams and allocating work
    42. Manage and carry out quality audits
    • engage colleagues and stakeholders in auditing compliance with your organisation's quality systems
    • establish the scope and objectives of quality audits
    • evaluate the risks of organisational processes not complying with quality systems
    • plan programmes of quality audits which prioritises the areas and processes at greatest risk
    • develop, support and supervise people to carry out audit programmes
    • allocate audits to people, based on their expertise and development needs
    • ensure colleagues responsible for organisational processes understand their roles within quality audits, and the requirements of quality systems and procedures
    • monitor progress of quality audits against planned programmes
    • revise audit activities in the event of significant variances or changes in organisational strategy, risk assessment or resource availability
    • evaluate the results of quality audits and report non-compliance and associated risks to senior management according to the level of urgency
    • provide feedback to auditees to enhance their confidence and commitment to quality
    • use audit results to inform risk assessment and future quality audit programmes
    • carry out quality audits according to a plan and schedule agreed, giving auditees the required period of notice
    • carry out quality audits in ways which enhance auditees' confidence in the quality system and their commitment to maintaining quality standards
    • define the scope of audits, the responsibilities of the auditees, the quality procedures and previous audit history
    • clarify the purpose of audits and the roles, responsibilities and expectations of yourself and the auditees
    • carry out an investigation of the auditees' work in sufficient detail to reveal any non-conformances with required quality procedures
    • encourage auditees to co-operate fully to achieve the purpose of audits
    • share the results of audits with auditees
    • agree corrective actions to remedy any non-conformances and the date by which the actions should be carried out
    • check with auditees that corrective actions have been carried out by agreed dates
    • seek advice from your manager or quality specialists if you cannot agree actions with auditees
    • escalate any non-conformances which present serious or immediate risks to your manager or quality specialists
    • identify and analyse any problems with processes and procedures and report your findings and any recommendations
    • keep complete records of quality audits giving access to authorised people
    • follow the legal, organisational, codes of practice and policies relevant to managing and carrying out quality audits
    43. Participate in quality audits
    • establish the quality standards and procedures that apply to your area of responsibility
    • monitor work to ensure it consistently meets quality standards and complies with organisational procedures
    • check that records and documentation are complete, up to date and accessible
    • check that any corrective actions agreed in previous audits have been completed and that recommendations have been acted upon, where appropriate
    • provide the auditor with access to information, records and documentation
    • discuss the results of the audit to agree corrective actions to remedy any non-conformances and the date by which the actions should be carried out
    • discuss any areas where business processes, quality standards or procedures could be improved, with the auditor
    • create and carry out any corrective actions by agreed dates
    44. help employees identify their needs and expectations for coaching or mentoring
    45. ensure that employees' coaching or mentoring needs and expectations are in accordance with your organisation's objectives
    46. define your own expectations of the coaching or mentoring process
    47. agree coaching or mentoring contracts covering the specific area(s) for performance development, the gaps between current and required performance, and employees' motivations
    48. outline the support that employees can expect from you, and the commitment you expect from them
    49. provide opportunities for employees to approach you, as a mentor or a coach, with problems affecting their performance
    50. identify performance issues and bring these to the attention of the employees concerned
    51. identify obstacles to performance and support employees to overcome them
    52. agree revisions to planned actions when required
    53. maintain confidential records of your discussions with employees about problems affecting their performance
    54. agree coaching or mentoring arrangements with employees including what you will provide, timescales, the location, frequency and duration of meetings
    55. agree points when progress will be reviewed and how this will be measured and assessed
    56. explore the skills employees need to develop and the behaviours for change to meet the desired standard of performance during coaching conversations
    57. explore obstacles which could hinder employees' progress and how to remove these obstacles
    58. plan with employees how they can develop new skills and behaviours in a logical step-by-step sequence
    59. provide opportunities for employees to develop new skills and experiment with alternative behaviours
    60. encourage employees to identify and seize opportunities to apply their newly developed skills and behaviours to their work
    61. explore with employees any risks involved in applying their newly developed skills and behaviours to their work
    62. plan how to reduce any risks to levels acceptable to employees and the organisation
    63. identify and facilitate employees' access to the resources, information and advice they require for their development
    64. provide advice to employees based on your own knowledge and experience during mentoring conversations
    65. encourage and empower employees to take responsibility for developing and maintaining their own self-awareness, performance and impact
    66. encourage employees to reflect on their progress and clarify their thoughts and feelings about it
    67. monitor employees' progress in a systematic way, keeping records as required by your organisation
    68. provide specific feedback designed to improve employees' skills, reinforce effective behaviours and enhance their motivation to achieve the desired standard of performance
    69. agree with employees when they have achieved the desired standard of performance, or when they no longer require coaching or mentoring
    70. follow the legal, organisational, codes of practice and policies relevant to coaching or mentoring employees
    71. specify your organisation's customer-focused values
    72. engage colleagues and stakeholders in delivering products and services to customers
    73. establish customers' expectations in terms of products, services and the ways to deliver these
    74. design organisational processes to deliver products and services to customers' expectations
    75. manage organisational processes to deliver products and services to customers' expectations
    76. check that colleagues are briefed on processes and customers' expectations
    77. communicate colleagues' roles and responsibilities in meeting customer expectations, including any agreed standards of customer service
    78. empower colleagues to meet or beat customers' expectations
    79. provide training, support, supervision and other resources when required
    80. establish sustainable processes to support customers and resolve any problems
    81. monitor that the day-to-day behaviour of colleagues against your organisation's customer-focused values
    82. develop a culture which nurtures, respects, values, recognises and rewards employees who work in the 'front-line' directly with customers
    83. identify processes for monitoring levels of customer satisfaction with products, services and the ways these are delivered
    84. operate processes for monitoring levels of customer satisfaction
    85. evaluate the delivery of products and services to make recommendations for improvements
    86. demonstrate increasing levels of customer satisfaction with the organisation's products, services and processes
    87. follow the legal, organisational, codes of practice and policies relevant to delivering products and services to customers
    88. develop business continuity plans and arrangements by collaborating with colleagues, team members and stakeholders
    89. confirm the required aim, scope and objectives of business continuity plans and arrangements
    90. identify key products or services and the critical activities and resources that support them
    91. evaluate the resilience of the structures and processes of the organisation and external organisations
    92. identify and assess alternative strategies to mitigate the effects of business disruption or emergencies
    93. develop business continuity plans and arrangements that can mitigate the effects of business disruption or emergencies
    94. produce a framework for business continuity management, co-ordination and control
    95. develop procedures for determining when the business continuity plan must be invoked
    96. define roles and responsibilities of colleagues and team members involved in business continuity management, co-ordination and control
    97. outline prioritisation of organisational processes or services
    98. develop procedures for activating response arrangements
    99. agree provision of resources to support business continuity plans
    100. provide resilient information and communications systems
    101. check that the resources committed to business continuity management are proportionate to the potential impact of business disruption or emergencies
    102. present business continuity plans and arrangements to colleagues, team members and stakeholders to promote understanding
    103. establish the ownership of business continuity plans and arrangements within different business units
    104. communicate business continuity plans and arrangements to colleagues, team members and other stakeholders
    105. arrange training for colleagues and team members
    106. provide exercises to validate and practice business continuity plans and arrangements
    107. review business continuity plans systematically in response to organisational changes, changes to the potential impact of disruption or emergencies and lessons identified from incidents and exercises
    108. define customer-focused organisational values and beliefs
    109. assess the level of customer service your organisation is currently providing
    110. produce plans to put customers at the heart of achieving your organisation's vision and strategic objectives
    111. communicate your plans to key stakeholders and decision-makers to secure their agreement to your approach
    112. review processes and systems throughout the organisation to ensure they are customer-focused
    113. communicate your plans for embedding customer-focused approaches to colleagues to gain their commitment
    114. develop employee skills, behaviours and attitudes to build a culture that puts customers first
    115. implement processes and systems that reinforce staff commitment to providing service that meets or beats customers' expectations
    116. establish collaborations with other organisations to maintain and improve services to customers, where appropriate
    117. undertake joint activities with customers to identify improvements to the level of customer service provided by your organisation
    118. model behaviour that shows, and inspires employees to show, respect, helpfulness and cooperation
    119. analyse the level of customer service your organisation is providing at specified intervals, in accordance with your plan
    120. make improvements to the level of customer service provided by your organisation based on analysis and feedback
    121. follow the legal, organisational, codes of practice and policies relevant to developing a customer-focused organisation
    122. engage colleagues and stakeholders in developing and implementing marketing plans
    123. identify and prioritise marketing objectives for your area of responsibility
    124. check that marketing objectives are consistent with your organisation's overall business plan, culture, vision and values
    125. consider the needs of other areas of your organisation when developing marketing objectives
    126. obtain advice and support from marketing specialists and those providing marketing services, as required
    127. engage colleagues within your organisation and stakeholders in developing understanding of your markets and customers
    128. review the available customer data and information
    129. review the available data and information about your markets
    130. carry out research to develop understanding of your organisation's markets and customers
    131. evaluate information on current and potential markets for your products and services to identify the characteristics that distinguish market segments
    132. evaluate current and potential customers to identify their behaviour, needs and expectations
    133. evaluate the extent to which current and potential customers' needs and expectations are being met by your organisation's or competitor's products and services
    134. evaluate current and potential developments in your sector, including competitors' activities
    135. evaluate opportunities to enter new markets
    136. assess the opportunities to introduce innovations that meet customers' needs
    137. establish why customers select specific products and services, either your organisation's or your competitors'
    138. identify any threats to, and weaknesses in, your organisation's products and services
    139. provide data and information about markets and customers to help managers take decisions
    140. develop marketing plans and budgets for the achievement of the strategies, setting out clear actions, risks, contingencies, responsibilities and milestones
    141. discuss marketing plans and budgets with senior management and stakeholders
    142. confirm the commitment of senior management and stakeholders to your marketing plans and providing the necessary employees and resources
    143. identify and access the employees and other resources required for your marketing plans
    144. communicate your marketing plans to ensure the understanding and commitment of colleagues and the support of stakeholders
    145. ensure that those involved in implementing marketing plans understand their individual responsibilities and are committed to achieving objectives
    146. provide training, support and supervision to enable colleagues to carry out their responsibilities
    147. implement marketing plans as agreed, whilst responding flexibly to responses from customers and changes in the markets, including competitor activity
    148. monitor the implementation and performance of your marketing plan against milestones and budgets
    149. take action to address any significant variances in performance against the plan
    150. report on the performance of your marketing plans to senior management and stakeholders
    151. seek authority to make any significant changes to marketing plans, where required
    152. evaluate the implementation of your marketing plans and use the information to improve future marketing planning
    153. follow the legal, organisational, codes of practice and policies relevant to your role and the activities being carried out to develop and implement marketing plans
    154. define your objectives for collaboration with relevant professionals and stakeholders
    155. identify contacts and organisations that support your current work and provide future opportunities
    156. create professional networks of contacts which meet your current needs for information and resources
    157. compare your own and your colleagues' expectations of professional relationships
    158. identify preferred ways of communication with your networks of contacts
    159. develop your professional connections to meet your current and future needs for information and resources
    160. outline your knowledge, skills and competence with your professional connections
    161. provide information about the benefits of collaboration with you
    162. assess opportunities presented by your networks of contacts
    163. maintain boundaries of confidentiality between yourself and your networks of contacts
    164. agree guidelines for exchanging information and resources following your organisational policies
    165. encourage your colleagues and team members to share information and knowledge in accordance with confidentiality
    166. develop your professional connections in conjunction with your priorities and needs
    167. select communication media channels and styles to suit different contacts and professional sectors
    168. deliver your position and views where there are differing opinions
    169. use the range of digital technologies for engagement, communication and maintaining your professional connections
    170. use the information and resources gained through your professional networks to enhance your work
    171. comply with legal requirements, industry regulations, organisational policies and professional codes of practice
    172. evaluate opportunities to work collaboratively with other departments to improve overall organisational efficiency and effectiveness
    173. identify departments and organisations that share common or complementary objectives to determine the feasibility of collaboration
    174. judge when to collaborate with other organisations, based on an evaluation of potential benefits, the compatibility of the organisations and your ability to mitigate any risks involved
    175. create a climate of trust and mutual respect where you have no authority, or shared authority, over those you are working with
    176. agree the aims and objectives of collaboration with other departments and organisations and the benefits for each collaborator
    177. outline the resources each department and organisation will commit to collaborations
    178. plan the actions each department and organisation will complete and when
    179. define the expected outcomes and levels of service when collaborating
    180. identify the risks involved in collaborations and how these will be managed
    181. set up arrangements for communicating and reporting on progress
    182. plan how and when you will review the effectiveness of your collaborations
    183. complete actions within the agreed time and to the agreed quality
    184. inform the other departments and organisations if you are unable to complete actions and the reasons for this
    185. explore difficult situations and issues from other departmental and organisational perspectives and provide support to move things forward
    186. provide reports, and receive reports from, the other departments and organisations according to arrangements agreed
    187. provide feedback to the other departments and organisations to help them to perform effectively and reinforce their commitment and enthusiasm for collaboration
    188. process information supplied by the other departments and organisations in accordance with arrangements and relevant legislation
    189. review the effectiveness of your collaboration at agreed times and the extent to which the aims and objectives have been achieved
    190. evaluate the actions carried out by each department and organisation, any deviations from the actions agreed and reasons for these
    191. identify any failures or mistakes, the reasons for these and ways of avoiding these failures or mistakes in the future
    192. assess the collaboration costs and identify ways that costs may be reduced in the future
    193. compare the benefits to each department and organisation, the value of these benefits and how mutual benefits may be increased in the future
    194. agree the extent that expectations of each department and organisation have been met
    195. recommend changes to make your collaboration more effective in the future
    196. follow the legal, organisational, codes of practice and policies relevant to collaborative working
    197. establish working relationships with relevant colleagues within your organisation
    198. use relevant tools and technologies for managing different teams, including office-based, dispersed, remote or hybrid
    199. recognise and respect the roles, responsibilities, interests and concerns of colleagues
    200. create a climate of trust and mutual respect where you have no authority, or shared authority over your colleagues
    201. explore difficult situations and issues from colleagues' perspectives and provide support to move things forward
    202. provide colleagues with appropriate information to enable them to perform effectively
    203. consult colleagues about key decisions and activities, taking account of their views
    204. fulfil the agreements made with colleagues
    205. advise colleagues of difficulties, or where it will be impossible to fulfil agreements
    206. identify and resolve conflicts of interest and disagreements with colleagues in ways that minimise damage to work activities and to the individuals involved
    207. monitor and review the effectiveness of working relationships with colleagues to identify areas for improvement
    208. provide feedback to improve your colleagues performance
    209. analyse the feedback you have received to improve your own performance
    210. identify external stakeholders and the nature of their interest in the activities and performance of your organisation
    211. establish working relationships with internal and external stakeholders
    212. recognise and respect the roles, responsibilities, interests and concerns of stakeholders and, particularly in situations of matrix management, their managers requirements
    213. evaluate difficult situations and issues from stakeholders' perspectives
    214. provide support, where necessary, to move difficult situations forward
    215. provide stakeholders with appropriate information to enable them to perform effectively
    216. consult stakeholders about key decisions and activities and take account of their views, including their priorities, expectations and attitudes to potential risks
    217. fulfil agreements made with internal and external stakeholders
    218. advise stakeholders promptly of any difficulties or where it is not possible to fulfil the agreements made
    219. identify and resolve conflicts of interest and disagreements with stakeholders in ways that minimise damage to work activities and to the stakeholders involved
    220. monitor and review the effectiveness of working relationships with stakeholders to identify areas for improvement
    221. gather feedback to improve your own and stakeholders' performance
    222. monitor wider developments to identify issues of potential interest or concern to stakeholders in the future
    223. identify new stakeholders to build working relationships with
    224. follow the legal, organisational, codes of practice and policies relevant to developing and sustaining productive working relationships with colleagues and stakeholders
    225. engage employees in your area of responsibility in developing their knowledge
    226. identify where key knowledge is created, developed and shared in your area of responsibility
    227. specify how information is made available to other departments or organisations
    228. identify and access networks, communities and other sources of knowledge relevant to your area of responsibility
    229. implement agreed standards and processes that support knowledge creation, development, sharing and capture to ensure that valuable knowledge is recorded
    230. provide systems and tools to support the development, recording and sharing of knowledge
    231. provide training, support and guidance to allow employees to use knowledge management systems and tools effectively
    232. identify where work practices and behaviours hinder effective knowledge development and sharing
    233. implement changes to improve knowledge development and sharing, when required
    234. encourage employees to share knowledge and use knowledge management standards, systems, tools and processes
    235. evaluate knowledge management risks and take action to manage them
    236. protect intellectual property from unauthorised use
    237. identify the information and knowledge employees require
    238. communicate information and knowledge to those who require it, in accordance with policies
    239. identify how employees prefer to receive information and knowledge and what media, languages, styles, timing and pace are most appropriate
    240. check that the information and knowledge you are communicating are current, accurate and complete in line with your organisation's requirements
    241. take action to minimise any interference or disruption to your communication
    242. communicate in ways that help employees to understand the information and knowledge you are communicating and their relevance
    243. use a variety of techniques to gain and maintain employees' attention and interest and help them retain information and knowledge
    244. adjust and fine-tune your communication in response to both verbal and non-verbal feedback
    245. state the level of confidence that can be placed in the information and knowledge you are communicating
    246. explain jargon, technical terms or abbreviations
    247. confirm that employees have received and understood the information and knowledge you have communicated
    248. monitor communication and the use of knowledge management standards, systems, tools and processes in your area of responsibility to ensure that knowledge is effectively captured and made available to those who may benefit from it
    249. implement improvements to knowledge management standards, systems, tools and processes
    250. follow the legal, organisational, codes of practice and policies relevant to developing knowledge and communicating information
    251. develop operational plans in collaboration with colleagues from your area of responsibility and other key stakeholders
    252. develop operational plans that are consistent with organisational values and strategy and the specific objectives of your area of responsibility
    253. identify synergies with other areas within the organisation when developing operational plans
    254. compare innovative approaches and tried-and-tested solutions when developing plans
    255. identify resource requirements and their availability both now and in the future
    256. define indicators and methods for monitoring and evaluating the plans
    257. communicate operational plans to secure colleague commitment and the support of other key stakeholders
    258. review operational plans, in the light of changes to organisational strategy and the operating environment
    259. specify risk management activities that take account of the size and nature of your organisation
    260. develop your organisation's written risk management policy, including a statement of risk appetite and responsibilities for risk management
    261. confirm that your organisation's risk management policy has management support and is clearly communicated across the organisation and to other stakeholders
    262. define, and periodically review, risk criteria for your organisation, considering the views of relevant people across the organisation and stakeholders
    263. evaluate current and planned organisational activities to identify potential risks, the nature of the risks, the probability of occurrence and consequences
    264. produce a risk profile for your organisation and, taking account of your organisation's risk criteria and other relevant information
    265. prioritise identified risks following your organisation's procedures
    266. communicate risk information to colleagues and stakeholders to enable decisions and actions to be taken in terms of accepting or treating the risks
    267. allocate resources to enable effective risk management
    268. provide support for colleagues to integrate risk management into strategic and operational plans and activities
    269. collect information about how identified risks have been or are being dealt with, including contingency plans which have been put in place
    270. develop an organisational culture in which people are risk aware but are prepared to take acceptable risks and to make and learn from mistakes
    271. seek specialist support on risk management issues, where necessary
    272. maintain the risk management process in your organisation, identifying potential improvements and making changes where necessary
    273. follow the legal, organisational, codes of practice and policies relevant to your role in developing operational plans and managing risks
    274. monitor trends and developments in your professional sector and area of expertise
    275. evaluate the impact of trends and developments on your work role
    276. assess the current and future requirements of your work role in accordance with the vision and objectives of your organisation
    277. identify gaps between the current and future requirements of your work role and your current knowledge, skills and competence.
    278. assess your own values, motivations and emotions
    279. identify your own strengths and limitations
    280. identify your learning and development needs
    281. agree a development plan which addresses identified gaps in your knowledge, skills and competence
    282. agree a development plan which supports your own career and personal goals
    283. undertake the activities agreed in your development plan using preferred learning methods
    284. seek new sources of support, when necessary
    285. access available learning and development resources to support development activities
    286. evaluate how learning and development activities have contributed to your performance
    287. request objective, specific and valid feedback on your performance from colleagues, team members and customers
    288. collate and analyse the feedback and take appropriate actions, where required
    289. update your development plan in the light of your performance, development activities undertaken and any wider changes
    290. reflect on your learning and work experiences in your continuing professional development (CPD) records
    291. engage colleagues, team members and other stakeholders in developing your organisation's values and culture in line with the organisation's vision and strategy
    292. agree values consistent with your organisation's overall vision and strategy and the needs and interests of stakeholders
    293. identify the behaviours expected of colleagues and team members aligned with its culture and values
    294. communicate the agreed values to colleagues and team members across your organisation
    295. encourage colleagues and team members to act in ways consistent both with organisational values and with their culture of origin
    296. formulate policies, programmes and systems to support the agreed values
    297. support colleagues and team members to demonstrate the values in their work
    298. demonstrate awareness of your own values, motivations and emotions
    299. identify colleagues' and team members' needs, feelings and motivations and take an active interest in their opinions
    300. role-model organisational behaviours and values to inspires colleagues and team members to show respect, helpfulness and cooperation
    301. monitor the way values are applied at work
    302. challenge behaviour and counter messages that conflict with the agreed values
    303. review your organisation's culture and redefine or reinforce values
    304. follow, and ensure others follow, legal requirements, industry regulations, organisational policies and professional codes
    305. develop your organisation's vision and strategies by engaging with the governing bodies, colleagues, strategic partners, shareholders, suppliers, customers and your community
    306. challenge opinions to encourage, generate and recognise innovative solutions
    307. formulate a vision based on an evaluation of the operating environment, the values of your organisation and the expectations of key stakeholders
    308. check that the vision aligns with your organisation's longer-term strategic goals
    309. communicate the vision to inspire stakeholders to commit to achieving it
    310. develop strategic business plans by engaging colleagues and key stakeholders
    311. establish and prioritise strategic objectives that are consistent with your organisation's vision and values
    312. identify programmes of activity capable of achieving the strategic objectives
    313. create a business plan to implement your organisation's strategic objectives
    314. evaluate potential risks and develop realistic plans to manage risks
    315. identify resource requirements and evaluate their availability both now and in the future
    316. develop policies that will guide the work of colleagues towards the achievement of the organisation's vision
    317. identify reliable measures and methods for monitoring and evaluating the plan
    318. communicate the strategic business plan to win the support and commitment of key stakeholders
    319. present ideas and arguments convincingly to engage people and create a common sense of purpose
    320. identify stakeholders' needs and interests and manage these effectively
    321. provide strategic direction and clear parameters that empower stakeholders to apply their energies and expertise creatively to achieve the vision
    322. monitor organisational performance against strategic business plans
    323. evaluate organisational performance against strategic business plans
    324. seek opportunities to improve your own performance
    325. balance risks against the benefits that may arise from taking risks
    326. review and redefine the vision, strategies and business plan to reflect changes in the operating environment
    327. follow the legal, organisational, codes of practice and policies relevant to your role when developing your organisation's vision, strategies and business plans
    328. monitor national and international legal, regulatory, ethical and social requirements and the effect they have on your organisation
    329. evaluate what will happen if you do not meet national and international legal, regulatory, ethical and social requirements
    330. develop policies and procedures to make sure your organisation meets all requirements
    331. check that colleagues understand organisational policies and procedures and the importance of putting them into practice
    332. monitor the way policies and procedures are put into practice and provide support
    333. support colleagues or team members to report any concerns about not meeting the requirements
    334. identify potential risks and hazards
    335. identify and raise ethical concerns with colleagues and decision-makers
    336. identify and correct failures to meet the requirements
    337. identify reasons for not meeting requirements
    338. encourage others to share information and knowledge within the constraints of confidentiality
    339. adjust policies and procedures to reduce the likelihood of failures in the future
    340. implement difficult or unpopular decisions when necessary to ensure compliance
    341. provide full reports about any failures to meet the requirements to key stakeholders
    342. provide information and knowledge to support compliance with legal, regulatory, ethical and social requirements
    343. engage your colleagues and team members to support evaluation of your organisation's operating environment
    344. engage stakeholders to support evaluation of your organisation's operating environment
    345. monitor political, economic, social, technological, legal and environmental trends and developments and evaluate their impact on your organisation
    346. monitor needs, behaviours and expectations of existing and potential customers and evaluate their impact on your organisation
    347. monitor the activities of existing and potential competitors and collaborators and evaluate their impact on your organisation
    348. monitor and evaluate the impact of trends and developments within your organisation
    349. benchmark your organisation's performance and practices with comparable organisations nationally and internationally, where appropriate
    350. compare the strengths and weaknesses of your organisation to respond to opportunities and threats in existing and future work
    351. assess the implications or consequences of future scenarios
    352. specify the assumptions made and risks involved to understand future scenarios
    353. organise information and knowledge in a way that supports the strategic planning and decision-making
    354. structure information to facilitate organisational knowledge management
    355. develop systems to gather information and knowledge within agreed timescales and ethics
    356. maintain systems to manage information and knowledge
    357. identify the internal and external political factors that impact on your organisation's operating environment
    358. identify systemic issues and mitigate their impact on organisational performance
    359. assess future scenarios based on the analysis of trends and developments
    360. explore and assess the range of future scenarios within the environment in which your organisation operates
    361. follow the legal, organisational, codes of practice and policies relevant to your role when evaluating your organisation's operating environment
    362. inform employees about the standards of conduct and performance expected of them
    363. identify your organisation's procedures for dealing with misconduct or unsatisfactory performance
    364. seek support from colleagues, human resources or legal specialists on implementing disciplinary and grievance procedures when required
    365. investigate and establish the facts relating to team members misconduct or unsatisfactory performance
    366. resolve cases of minor misconduct or unsatisfactory performance informally
    367. follow your organisation's formal disciplinary procedure in serious cases of misconduct or unsatisfactory performance
    368. share your organisation's procedure for raising grievances with your team
    369. identify potential grievances and take preventative measures to resolve issues where possible
    370. recognise the role of employee representatives such as trade unions and ensure that they are included in the process
    371. use an informal approach to resolve employee concerns, problems and complaints where possible
    372. follow your organisation's formal grievance procedures if an employee raises a grievance in writing
    373. maintain records related to disciplinary and the grievance processes and store these confidentially in line with organisational procedures
    374. evaluate your organisation's disciplinary and grievance procedures to identify improvements
    375. follow the legal, organisational, codes of practice and policies relevant to your role and the activities being carried out
    376. identify opportunities for innovation and improvement through collaboration with colleagues and team members
    377. identify potential new ideas in collaboration with external experts and other organisations
    378. monitor trends and developments in your organisation's operating environment
    379. monitor the performance of your organisation's products, services and processes
    380. benchmark your organisation's products and services with comparable organisations
    381. develop potential new products, services, markets, or processes
    382. manage improvements to existing products, services and processes
    383. encourage, generate and recognise imaginative and innovative solutions from colleagues and team members
    384. agree clear criteria for evaluating potential innovations and improvements with key stakeholders
    385. gather sufficient, valid information to allow potential innovations and improvements to be evaluated
    386. gather, store and retrieve information within the budget and timescales agreed
    387. evaluate potential innovations and improvements against agreed criteria
    388. present your evaluation findings to key stakeholders to help them appreciate the potential value of innovations and improvements
    389. communicate your evaluation to colleagues and team members to reinforce their commitment to seek opportunities for innovation and improvement
    390. defend the intellectual property rights of innovations by acting, where required
    391. follow the legal, organisational, codes of practice and policies relevant to your role when identifying and evaluating opportunities for innovation and improvement
    392. confirm the organisational objectives to be achieved
    393. identify and justify requirements for financial resources by engaging with stakeholders
    394. identify methods of achieving objectives
    395. evaluate the effectiveness and efficiency of methods to select the optimal method
    396. estimate the costs of the activities and overheads required to achieve objectives by the optimal method
    397. prepare the business case for your requirements for financial resources, specifying objectives and the benefits of achieving these objectives
    398. outline the proposed method, timescales for activities and costs involved in your business case
    399. perform cost benefit analysis
    400. specify the assumptions made, the risks and how these will be managed in your business case
    401. outline evaluation arrangements
    402. provide any alternative options considered but rejected as sub-optimal to stakeholders
    403. prepare alternative options for achieving objectives, in case your budget requirements are not approved
    404. present your business case to budget decision-makers, providing any further information or rationale required
    405. defend your business case, engaging the support of stakeholders and decision-makers
    406. seek approval for alternative options when your original business case for budget requirements is not accepted
    407. obtain feedback on your presentation of the business case from decision-makers to help improve future proposals
    408. communicate the decision on your budget requirements to stakeholders, explaining the reasons for any changes or alternative options adopted
    409. follow the legal, organisational, codes of practice and policies relevant to your role when identifying and justify requirements for financial resources
    410. engage employees and other stakeholders in implementing changes
    411. initiate your organisation's plans for change in line with agreed timescales and available resources
    412. delegate responsibilities to colleagues in line with your plans
    413. provide support and encouragement to colleagues implementing changes
    414. arrange training and support for colleagues impacted by changes
    415. implement your organisation's agreed contingency plans when required
    416. take contingency actions in the event of risks or situations of crisis
    417. identify, evaluate and resolve any problems or obstacles that arise
    418. maintain the continuity of business activities during periods of change
    419. monitor progress against your plans and take action in response to any significant variances
    420. communicate progress and provide opportunities for people to give feedback
    421. provide recognition for colleagues and teams who achieve results
    422. check that change management meets the requirements of your organisation
    423. engage employees and other stakeholders in evaluating changes
    424. evaluate the change process against the success criteria agreed with stakeholders
    425. establish the reasons for any failure to meet the success criteria in full
    426. assess the impact on those involved in the changes
    427. identify any unanticipated benefits or disadvantages arising from the change and the reasons for these
    428. review the change process, including any deviations from original plans
    429. identify the lessons to be learned for future changes
    430. calculate the net value of the change and determine whether it meets the expectations of stakeholders
    431. communicate the findings of your evaluation to stakeholders with recommendations for any further changes required
    432. the legal, organisational, codes of practice and policies relevant to your role and implementing and evaluating changes
    433. communicate your strategic business plan to colleagues and key stakeholders to engage their understanding and support
    434. delegate responsibilities for achieving strategic objectives to individuals and gain their commitment to achieving them
    435. evaluate risks to the achievement of strategic objectives and take action to mitigate risks
    436. demonstrate your personal commitment by leading the achievement of key strategic objectives
    437. review the strategic business plan at regular intervals, considering significant changes in the operating environment to ensure it can deliver the organisation's objectives within agreed timescales
    438. communicate operational plans to gain the understanding and support of colleagues and key stakeholders
    439. delegate responsibilities for achieving operational objectives to individuals and gain their commitment to achieving them
    440. provide the resources required to achieve the objectives in your strategic and operational plans
    441. hold employees to account for the achievement of the strategic and operational objectives delegated to them
    442. use agreed methods and measures to monitor implementation of your business plans
    443. provide advice, guidance and support towards achieving strategic and operational objectives, when required
    444. apply indicators and methods for monitoring progress against your business plans at agreed intervals
    445. evaluate variances from your business plans and the reasons for significant variances
    446. ask colleagues to explain variances and propose action to address significant variances
    447. adjust your business plans or the deployment of employees and resources to take account of significant variances, availability of employees and resources, or changes in your organisation's operating environment
    448. inform colleagues of adjustments to your plans and help them make changes to their own plans
    449. evaluate the implementation of your business plans to make recommendations that identify good practice and areas for improvement
    450. evaluate and agree with colleagues and key stakeholders the extent to which the objectives in your strategic and operational business plans have been achieved
    451. celebrate the achievement of strategic and operational objectives and recognise the contributions of those involved
    452. analyse the reasons for any shortfalls in the achievement of strategic and operational objectives to inform the development and implementation of future business plans
    453. follow the legal, organisational, codes of practice and policies relevant to implementing and evaluating business plans
    454. establish the purpose and objectives of meetings
    455. prepare to lead meetings and identify who needs to participate
    456. use the relevant tools and technologies for conducting the meeting face-to-face or remotely
    457. invite participants, giving them sufficient notice to enable them to attend
    458. state the importance of the meeting, the role participants will be expected to play
    459. circulate information in advance to enable participants to review and prepare
    460. consult with relevant colleagues and prepare to represent their interests and opinions
    461. brief participants on the content and purpose of meetings and their roles, when required
    462. set time for meetings to begin and end and allocate time for each agenda item
    463. check that all participants understand why they are present and what is expected of them
    464. clarify specific objectives at the beginning of each agenda item
    465. present information at meetings to develop the understanding of other participants
    466. present your opinions and the interests of those you are representing persuasively, providing evidence to support your case, where required
    467. encourage all participants to make contributions from their perspectives, whilst acknowledging and building on their contributions
    468. re-focus attention on the objectives of the meetings when unhelpful comments and digressions occur
    469. identify any issues emerging from discussions which impact on your area of responsibility
    470. propose and evaluate possible solutions which meet the needs of your area of responsibility, other teams and your organisation
    471. acknowledge and constructively discuss information and opinions provided by your colleagues
    472. clarify decisions taken on the various agenda items, where necessary
    473. manage time flexibly, giving more time to agenda items, if necessary, whilst ensuring key objectives are met
    474. inform participants of changes in meeting agendas when these happen
    475. summarise discussions at key points during meetings
    476. allocate action points to participants at the end of each agenda item
    477. take decisions within the meeting's authority, remit or terms of reference
    478. observe any formal procedures or standing orders that apply to the meeting in accordance with your organisation's requirements
    479. check that decisions and action points are recorded and communicated to participants
    480. evaluate whether the purpose and objectives of the meetings have been achieved
    481. identify how future meetings could be improved
    482. follow the legal, organisational, codes of practice and policies relevant to your role when leading meetings to achieve objectives
    483. define your organisation's direction by engaging with colleagues, team members and other stakeholders
    484. assess and analyse current trends, opportunities and risks to your organisation
    485. present the outcomes of your analysis to senior management representatives
    486. facilitate discussions with senior management to secure commitment and expertise to achieving results
    487. communicate and reinforce your organisation's purpose, values and vision across the organisation
    488. communicate your organisation's purpose, values and vision to external stakeholders
    489. evaluate the impact of your organisation on the environment, the local community and society
    490. identify the benefits of your organisation's impact on the environment, local community and society
    491. develop organisational plans that support your organisation's purpose, values and vision
    492. identify specific details that are critical to achieving the results
    493. develop methods of managing organisational difficulties and challenges
    494. develop a range of leadership styles and apply them when leading and managing different stakeholders and situations
    495. identify and evaluate colleagues' and stakeholder's needs and motivations
    496. provide support to help colleagues achieve their objectives
    497. protect your colleagues and team members from negative impacts
    498. recognise individual and team successes and achievements
    499. encourage colleagues to take responsibility for decision making and their own development needs
    500. provide individual and team support, advice and guidance when required, especially during periods of setback and change
    501. motivate colleagues, team members and stakeholders to present their own ideas
    502. empower colleagues and team members to develop their own ways of working within agreed boundaries
    503. encourage colleagues to take the lead when they have the relevant knowledge and expertise
    504. follow other peer leaders and learn from their professional expertise and leadership styles
    505. develop and maintain trust and support across the organisation and stakeholders
    506. create your organisation's culture that encourages creativity and innovation through role-modelling
    507. request regular feedback on your performance
    508. analyse feedback to plan and implement personal performance improvements
    509. monitor activity progress in different areas or departments of your organisation
    510. communicate the standards of work and behaviours expected from team members
    511. help team members understand how the roles of different team members interface, complement and support each other
    512. plan how overall objectives can be achieved, identifying any priorities or priority activities
    513. review employees' existing workloads to make the best use of the available resources
    514. delegate responsibilities to employees on a fair basis taking account of their skills, knowledge and competence, backgrounds and experience
    515. identify opportunities for employees' development
    516. agree smart (specific, measurable, agreed, realistic and time-bound) objectives with employees, including the standard of performance expected
    517. agree with employees how and when progress towards, and achievement of, objectives will be monitored, reviewed and evaluated
    518. check that employees are committed to achieving their objectives and understand their unique contribution to team and organisational objectives
    519. discuss and agree effective methods for achieving individual objectives and the resources, support and supervision required
    520. provide employees with the resources, support and supervision agreed
    521. monitor progress against objectives and evaluate performance against the standard expected at agreed times
    522. provide employees with constructive feedback to maintain and improve their performance
    523. identify any unsatisfactory performance, discuss the causes and agree ways of improving performance with the employees concerned
    524. recognise successful achievement of objectives in line with your organisation's policy
    525. review plans, responsibilities and objectives as agreed and following any significant changes to organisational plans and objectives
    526. communicate plans, responsibilities and objectives and any changes to those affected
    527. check the quality of team members work outputs against the standard of performance expected
    528. motivate team members to complete their allocated work on time and to the quality standard required
    529. provide additional support and resources team members require to complete their work on time and to the quality standard required
    530. motivate team members to maintain and continuously improve their performance
    531. use information collected on the performance of team members in formal appraisals of performance
    532. identify potential conflicts between team members and take preventative action to avoid these
    533. encourage team members to resolve their own problems and conflicts amongst themselves
    534. manage conflicts when the team members concerned are not able to resolve the conflicts themselves
    535. acknowledge and show respect for team members' emotions regarding the conflict and manage any negative emotions
    536. investigate the causes of the conflict, giving all parties opportunities to present the facts and their perceptions about the conflict
    537. agree with team members how to resolve the conflict, without apportioning blame
    538. accept help from colleagues or specialists, where necessary
    539. maintain complete, accurate and confidential records of conflicts and their outcomes, in line with organisational policy
    540. follow the industry legal, organisational, codes of practice and policies relevant to your role in managing and quality assuring the work of your team
    541. engage colleagues and stakeholders to provide information related to budget planning and management
    542. gather information to plan budgets for your area of responsibility, activities or projects
    543. identify organisational key performance indicators (KPIs)
    544. evaluate information to prepare forecasts for your area of responsibility, activities or projects
    545. produce budget proposals based on your evaluation of the information gathered
    546. submit your proposed budgets for decision-makers approval clearly specifying assumptions made, risks involved and how these will be managed
    547. negotiate the proposed budgets with decision-makers to agree final budgets
    548. use the agreed budgets to monitor and control performance for your area of responsibility, activities or projects
    549. identify the causes of any significant variances between what was budgeted and what happened
    550. take corrective action when required to manage budgets
    551. obtain agreement for corrective actions from decision-makers, if required
    552. track the budgets in response to variances, significant or unforeseen developments and propose revisions to them
    553. discuss and agree revisions with decision-makers
    554. provide reports on performance against the budgets to decision-makers
    555. identify and report evidence of potentially fraudulent activities in line with legal and organisational procedures, if required
    556. gather information from implementation of the budget to assist in the preparation of future budgets
    557. evaluate your budget management to identify and recommend improvements
    558. follow the legal, organisational, codes of practice and policies relevant to managing budgets
    559. identify your organisation's outputs to meet customer and stakeholder needs
    560. engage employees and stakeholders in managing business processes
    561. design business processes that deliver outcomes in line with organisational strategy
    562. identify the resources required for business processes
    563. secure the resources required for business processes
    564. assess business processes to ensure they make effective, efficient and sustainable use of resources
    565. identify and take account of factors that may affect how business processes work
    566. link business processes so that they interact across the organisation to form a complete system
    567. define employees' roles and responsibilities within business processes
    568. identify the training, support and supervision requirements for teams and employees
    569. provide training, support and supervision to enable employees to carry out their defined roles and responsibilities
    570. develop measures to manage business processes effectively
    571. implement measures to manage business processes effectively
    572. review business processes at regular intervals, and in light of changes in customer needs or organisational strategy
    573. identify how the processes can be improved
    574. plan improvements to business processes
    575. implement improvements to business processes
    576. follow the legal, organisational, codes of practice and policies relevant to your role and the activities being carried out to manage business processes
    577. communicate the different types of conflict management and dispute resolution processes available to your organisation
    578. identify differences in expectations and working methods of employees from different backgrounds
    579. promote ways of managing differences that take account of different expectations
    580. create a climate of trust and mutual respect
    581. compare difficult situations from different employees' perspectives to understand the conflicts
    582. identify any issues with organisational structures, systems or procedures that are likely to give rise to conflict
    583. resolve any issues with organisational structures, systems or procedures creating conflict
    584. identify potential conflicts across the wider organisation or with other organisations and take preventative action to avoid these
    585. encourage the employees concerned to resolve their own problems and conflicts amongst themselves
    586. take action to act as a third-party mediator to deal with conflicts when the employees concerned are not able to resolve the conflicts themselves
    587. demonstrate respect for employees' emotions regarding the conflict
    588. manage any negative emotions in yourself and the parties involved
    589. agree how to resolve the conflict with all parties, without apportioning blame
    590. comply with organisational and legal requirements when resolving conflicts
    591. follow the legal, organisational, codes of practice and policies relevant to managing conflict in the broader working environment
    592. engage colleagues and key stakeholders in managing continuous improvement
    593. specify valid and reliable measures for evaluating the performance of your organisation
    594. set up systems for collecting and assessing information on the overall performance of the organisation
    595. identify the cause and effects of problems and changes
    596. identify opportunities where performance could be improved using information on the overall performance of the organisation
    597. establish an organisational culture where people freely make suggestions for improvements
    598. encourage customers, suppliers and other key stakeholders to provide feedback on your organisation's performance and suggest improvements
    599. benchmark the performance of your organisation against other comparable organisations
    600. identify improvements that are beneficial to your organisation, its customers and other key stakeholders
    601. create action plans based on feedback and the benchmarking findings
    602. agree continuous improvement actions with decision makers
    603. implement actions to improve organisational performance
    604. share knowledge and understanding of how improvements have, or can be made, across your organisation
    605. check that any improvements made are aligned to the organisation's vision and objectives
    606. show that the improvements made reduce the gap between what your customers and key stakeholders want, and what your organisation's products, services and processes deliver
    607. follow the legal, organisational, codes of practice and policies relevant to your role and the activities being carried out to manage continuous improvement
    608. review your organisation's CSR policy and objectives by engaging with colleagues and stakeholders
    609. develop your organisation's CSR policy and objectives by collaborating with colleagues
    610. evaluate the impact of your organisation on the environment, sustainability, the local community and society as a whole
    611. identify ways in which your organisation's impact can be more beneficial
    612. check that your CSR policy and objectives reflect your organisation's vision and values and its legal, ethical, social and environmental responsibilities
    613. communicate your CSR policy and its benefits to colleagues and stakeholders
    614. check that your organisation's normal business activities comply with your CSR policy (employment, selection of collaborators, suppliers, use of resources, health and safety)
    615. support initiatives which create shared value for your organisation, the community and the wider social and physical environment
    616. monitor compliance with your CSR policy and progress towards its objectives
    617. define actions to ensure that objectives are met
    618. provide advice, guidance and support towards achieving CSR objectives, when required
    619. report progress towards your CSR objectives to stakeholders and ask for feedback
    620. communicate the achievement of your CSR objectives to stakeholders
    621. revise your organisation's CSR policy and objectives, using results, feedback from stakeholders and changes in the operating environment
    622. engage colleagues and stakeholders in managing customer service
    623. establish measurable standards of customer service, considering customers' expectations and your organisation's resources
    624. organise colleagues and resources to meet customer service standards, taking account of varying levels of demand and likely contingencies
    625. measure colleagues competence to ensure they can deliver the required level of customer service
    626. provide training, support and supervision to colleagues when required
    627. communicate the standards of customer service that colleagues are expected to deliver
    628. outline colleagues' level of autonomy for responding to customers' requests and problems
    629. respond to customers' requests and problems referred to you
    630. seek advice from specialists and/or more senior managers, where necessary
    631. keep customers informed about the actions you are taking to deal with their requests and problems
    632. obtain feedback on staff and customer perceptions of the standards of customer service your organisation delivers
    633. monitor the customer service delivered, customers' requests, problems and feedback against your organisation's standards for customer service
    634. analyse your organisation's customer service data to identify the causes of problems
    635. identify opportunities for improving customer service based on feedback and monitoring
    636. recommend changes to processes, systems or standards to improve customer service
    637. follow the legal, organisational, codes of practice and policies relevant to managing customer service
    638. confirm your financial responsibilities, including the limits of your authority, with colleagues you report to
    639. engage key stakeholders in managing finance to achieve objectives for your organisation or area of responsibility
    640. evaluate financial information, your organisation's objectives and plans to identify priorities, potential problems and risks
    641. identify the finance required to achieve your organisation's objectives and plans
    642. access specialist financial expertise, where required
    643. evaluate the costs, benefits and risks of different types of finance
    644. select the types of finance which meet the needs of your organisation, taking account of levels of acceptable risk and views of stakeholders
    645. identify and evaluate potential providers of finance
    646. submit clear, evidenced and convincing proposals, bids or applications to potential providers of finance
    647. request updates on progress to secure finance from providers
    648. make formal agreements with providers of finance, specifying amounts, timing, costs and repayment schedules
    649. discuss and negotiate delegated budgets with colleagues and agree provisional budgets
    650. develop a master budget for your organisation or area and submit it for approval by budget decision-makers, clearly specifying assumptions made, risks involved and how these will be managed
    651. discuss and negotiate the proposed master budget with decision-makers
    652. communicate the final budget to colleagues in your area or senior managers
    653. delegate responsibility for budgets for clearly defined activities to colleagues, providing ongoing support and resources as required
    654. identify any shortfall in the level of finance obtained and take appropriate action
    655. put contingency plans in place to deal with any problems in finance being made available and any changes to the level of finance required
    656. establish systems to monitor and evaluate performance against delegated budgets and the master budget and put contingency plans in place
    657. identify the causes of any significant variances between proposed versus actual budget
    658. take corrective action, obtaining agreement from decision-makers, if required
    659. propose revisions to the master budget, if necessary, in response to variances and/or significant or unforeseen developments
    660. agree master budget revisions with decision-makers
    661. report on the financial performance of your area to decision-makers
    662. link operational targets with financial results
    663. monitor the financial agreements with providers, identifying and making changes where necessary
    664. advise relevant employees promptly if you have identified evidence of any potentially fraudulent activities
    665. review the financial performance of your organisation or area and identify improvements to be implemented in the future
    666. follow the legal, organisational, codes of practice and policies relevant to managing financial resources and obtaining finance
    667. consult staff, their representatives and other stakeholders in developing and managing flexible and remote working arrangements
    668. evaluate the range of flexible and remote working arrangements and identify those which are consistent with the nature of your organisation's business, its strategy and values
    669. evaluate opportunities to introduce flexible and remote working arrangements to support business processes and the achievement of objectives
    670. consider the impact of flexible and remote working arrangements on your own work activities, the management of your area and other parts of your organisation
    671. introduce flexible and remote working arrangements in consultation with staff, their representatives and other key stakeholders
    672. confirm that flexible and remote working arrangements are compatible with the workload of the team and the achievement of objectives
    673. provide your organisation's flexible and remote working policy to staff
    674. confirm that staff understand their rights under flexible and remote working legislation and the flexible working arrangements
    675. consider requests for flexible and remote working from staff and seek to accommodate these, where possible
    676. agree to trial and review flexible and remote working arrangements, when required
    677. state specific reasons if you decide to refuse a flexible and remote working request, ensuring these reasons are consistent with your organisation's policy and legal requirements
    678. manage appeals to decisions to refuse a flexible and remote working request in line with your organisation's policy and legal requirements
    679. arrange support from specialists, where necessary
    680. review flexible and remote working arrangements to recommend improvements
    681. follow the industry legal, organisational, codes of practice and policies relevant to your role in managing flexible and remote working
    682. engage colleagues and stakeholders in developing, implementing and maintaining information, knowledge management and communication systems
    683. establish the current and likely future information, knowledge and communication needs of employees within your organisation or area of responsibility and other stakeholders
    684. establish the levels of security required for information, knowledge and communication systems
    685. evaluate the capability and capacity of existing information, knowledge and communication systems to meet current needs
    686. evaluate the capability and capacity of existing information, knowledge and communication systems to meet likely future needs, and identify changes and enhancements
    687. evaluate the capability of technologies and suppliers to meet current and likely future information, knowledge and communication needs
    688. select technologies and suppliers capable of meeting current and likely future information, knowledge and communication needs to the level of security required within resource constraints
    689. implement any new or modified protocols to allow information, knowledge and communication systems to be used effectively and securely
    690. evaluate the training and on-going support required to enable employees to use information, knowledge and communication systems effectively, efficiently and securely
    691. develop and implement plans to introduce changes and enhancements to information, knowledge and communication systems that minimise adverse impacts on business activities
    692. enable employees to benefit from the changes and enhancements
    693. provide user training and on-going support required
    694. ensure maintenance and updating of information, knowledge and communication systems is carried out as required by your organisation
    695. monitor the security of systems and their effectiveness in meeting employees' information, knowledge and communication needs, and take effective action to address any problems
    696. identify where key knowledge is created, developed, shared and transferred and how it adds value to your organisation or area of responsibility
    697. define and gain support for strategies to facilitate the creation, maintenance and sharing of organisational knowledge
    698. specify standards and processes that support knowledge creation, development, sharing and capture to ensure that valuable knowledge is recorded
    699. provide systems and tools to support knowledge management and sharing
    700. ensure employees have the necessary guidance and competence to use systems and tools effectively
    701. identify where organisational culture, values, work practices and behaviours hinder effective knowledge management and sharing, and any changes required
    702. implement changes in organisational culture, values, work practices and behaviours to enable effective knowledge management and sharing
    703. encourage senior managers and key influencers within your organisation to act as role models in using knowledge management standards, systems, tools and processes
    704. implement effective systems and procedures to protect intellectual property from unauthorised use
    705. identify and implement processes that promote effective knowledge management and sharing and communicate the benefits of doing so
    706. monitor and review progress in embedding a culture of knowledge management and sharing in your organisation and plan any essential changes
    707. evaluate and record the value of knowledge management and sharing to the organisation
    708. follow the legal, organisational, codes of practice and policies relevant to managing information, knowledge and communication systems
    709. engage resource users to identify and obtain the physical resources required
    710. evaluate past patterns of resource use and trends
    711. identify developments likely to affect future demand for resources
    712. prepare specifications for the resources required
    713. identify the range and quantity of resources required for the planned activities in your area of responsibility, including contingencies
    714. identify sustainable resources and ensure their effectiveness and efficiency to meet specified needs
    715. produce a business case for the resources required, showing the costs and expected benefits
    716. agree adjustments to your planned activities, where the required resources cannot be obtained in full
    717. negotiate with suppliers to ensure they deliver resources of the required quality on time
    718. agree the use of shared resources with other teams, considering the needs of the different parties and the objectives of your organisation
    719. engage resource users to plan how they can be used most efficiently
    720. plan to use resources in ways that are effective, efficient and minimise any adverse impact on the environment
    721. maintain the security of resources and monitor that they are used safely
    722. ensure that resources no longer required are disposed of with minimal adverse environmental impact
    723. monitor the quality of resources and patterns of resource use in line with your organisation's requirements
    724. identify and deal with any significant variances between actual and planned resource use
    725. follow the legal, organisational, codes of practice and policies relevant to managing physical resources
    726. establish overall programme or project objectives and link these to strategic goals
    727. discuss and agree the objectives and scope of programme or project with sponsors and stakeholders
    728. confirm the available resources with the sponsors and stakeholders
    729. identify how the proposed programme or the project fit with the overall vision, objectives and plans of your organisation
    730. develop a programme or a project plan in consultation with project team members
    731. agree the programme or the project plan with sponsors and stakeholders, making changes, where necessary
    732. brief project team members on the final programme or project plan and their roles and responsibilities
    733. provide ongoing support, encouragement and information to project team members
    734. deploy resources in line with the requirements and priorities of the programme or a project
    735. implement processes and resources to manage potential risks arising from the project and deal with contingencies
    736. implement the programme or project plan, selecting and applying project management tools and techniques to monitor, control and review progress
    737. establish the contribution different stages of the programme or the project to achieve the overall objectives
    738. assess and manage risks for different milestones of the programme or the project
    739. ensure your colleagues fulfil their responsibilities for the achievement of different stages of the programme or the project
    740. monitor the programme or the project to ensure it achieves its objectives on time and within budget
    741. communicate progress and results of the programme or the project and its different stages to colleagues and stakeholders
    742. change the programme or project plan to respond to problems encountered or changes to organisational objectives
    743. obtain agreement to programme or project plan changes from project sponsors and other stakeholders, where necessary
    744. deliver programme or project objectives on time and within budget
    745. confirm satisfactory completion of the project with the project sponsor and any key stakeholders
    746. make recommendations which identify good practice and areas for improvement
    747. evaluate the success of the project, identifying what lessons can be learned and shared
    748. celebrate the completion of the project, recognising the contributions of project team members
    749. follow the legal, organisational, codes of practice and policies relevant to your role and the activities being carried out to manage programmes or projects
    750. ensure that your organisation's quality standards can deliver the quality of products and services your customers expect
    751. check that quality standards allow you to obtain any expected quality marks, awards or accreditation
    752. confirm that quality standards are in line with your organisation's values, aims and objectives
    753. establish systems, plans and resources to ensure quality standards are met and maintained
    754. specify staff roles and responsibilities in meeting quality standards
    755. check that staff are competent to fulfil their specified roles
    756. identify and assess risks of shortfalls in the quality of processes, products and services
    757. mitigate risks by taking preventative action in line with organisational procedures
    758. encourage colleagues to take personal responsibility for achieving quality standards and to address or report any actual or potential shortfalls
    759. obtain sufficient, valid information from your quality assurance system and other sources, including customers, to evaluate if processes, products and services are meeting the required standards
    760. provide feedback to motivate colleagues to maintain quality standards and improve performance
    761. detect and record any shortfall in the quality of processes, products and services
    762. investigate the causes of shortfalls and take corrective action within the required timescales
    763. report quality performance, including shortfalls and corrective actions taken, to stakeholders within agreed timescales
    764. encourage customers and colleagues to identify and recommend improvements to your quality assurance system
    765. develop plans to implement quality improvements which deliver significant benefits at reasonable cost and acceptable level of risk
    766. agree quality action plans with decision makers
    767. follow the legal, organisational, codes of practice and policies relevant to managing quality assurance systems
    768. seek support from colleagues or human resources specialists to manage redundancies when required
    769. provide accurate information on your organisation's redundancy policy and the appeals procedure to staff in your area of responsibility
    770. justify the reasons for the redundancies
    771. outline the consultation process for the redundancies with staff and their representatives
    772. confirm the number of employees being dismissed for reasons of redundancy
    773. outline the methods and criteria used to select employees for redundancy
    774. provide information about the alternative employment opportunities
    775. specify the learning opportunities, counselling or support available
    776. confirm the process and timescale for the redundancies
    777. confirm the method of calculating any redundancy payments
    778. inform employees selected for dismissal for reasons of redundancy clearly, considerately and confidentially
    779. interview employees being dismissed for reasons of redundancy to understand their experience of working in the organisation and of the redundancy process itself
    780. demonstrate empathy with staff needs, feelings and motivations and take an active interest in their concerns
    781. maintain the confidence and morale of remaining staff by sharing information about the process, in line with your organisation's confidentiality requirements
    782. comply with your organisation's redundancy policy and current legislation throughout the process
    783. maintain accurate records of the redundancy process and store these confidentially following organisational procedures
    784. evaluate the redundancy process with colleagues or human resources specialists
    785. identify areas for improvements in the redundancy process
    786. confirm the information your team requires from you, other team members and other teams, and when they need it
    787. discuss the preferred communication media and styles for different employees and situations in your team
    788. agree the information your team need to provide to you, other team members and other teams, and when they need to provide it
    789. outline when your team should discuss their work and issues with you, other team members and other teams
    790. select the media and styles of communication that will be used
    791. agree team communication methods which meet their needs and match organisational targets, resources, and available technology
    792. agree the individual team contacts for specific work activities
    793. agree the communication methods to be used in urgent or exceptional circumstances
    794. provide information to your team as and when they need it
    795. monitor that your team provide you, other team members and other teams with the information they need, when they need it
    796. provide opportunities for team members to discuss their work and issues arising with you
    797. identify the key communication challenges for remote, virtual workers with stakeholders
    798. review the resource requirements for providing communication tools and processes for remote, virtual working with stakeholders
    799. identify, develop and maintain effective tools and processes to support remote, virtual teams
    800. identify networks, processes and systems that allow employees to connect to information and knowledge remotely
    801. provide guidelines, training, coaching and support to facilitate and encourage effective use of communication tools and processes
    802. provide guidelines to facilitate interactive collaboration between internal and external stakeholders
    803. check that team members understand and adhere to regulatory, professional and commercial requirements
    804. resolve records management issues arising from communication and remote/virtual working
    805. evaluate the effectiveness of communication methods with team members and other teams to identify improvements
    806. plan actions to sustain or improve effective communication
    807. follow the industry legal, organisational, codes of practice and policies relevant to your role in managing team communications
    808. identify opportunities for improving the environmental and social impacts by engaging your team and stakeholders
    809. contribute to improving the environmental and social impacts by working with your team and stakeholders
    810. organise work activities and safe and sustainable use of resources
    811. assess work activities to ensure they comply with legal requirements, environmental and social impact policies
    812. agree actions to minimise negative and maximise positive impacts on the environment and society
    813. identify the environmental and social impacts of work activities
    814. identify the environmental and social impacts of the use of resources
    815. report any identified risks to the environment which you do not have the ability to control
    816. identify and implement changes to work activities and the use of resources that will reduce negative and increase positive impacts on the environment and society
    817. communicate the environmental and social benefits resulting from changes to work activities and the use of resources
    818. obtain specialist advice, where necessary, to help you identify and manage the environmental and social impacts of your work activities and use of resources
    819. follow the legal, organisational, codes of practice and policies relevant to managing the environmental and social impacts of your work
    820. engage colleagues and other stakeholders in developing plans for redeploying employees
    821. comply with your organisation's redeployment policies and procedures
    822. use internal and external specialist resources, where required
    823. identify the business need to redeploy employees to different roles, areas of the organisation or locations
    824. define specific, fair criteria for selecting individuals for redeployment
    825. apply the selection criteria objectively to identify those individuals to be redeployed
    826. communicate the reasons for redeployment to those affected making the decision-making criteria transparent
    827. make redeployment offers to individuals, specifying the new job specification, levels of responsibility, location and reporting arrangements
    828. justify any changes in salary, benefits or other terms and conditions including any relocation allowances or remote working arrangements
    829. confirm the date by which the offer must be accepted or rejected, and the alternatives if the offer is not accepted
    830. identify colleagues' needs, feelings and motivations related to redeployment of themselves and their colleagues
    831. provide support to individuals being deployed showing interest in their concerns
    832. protect the confidentiality and security of information following organisational procedures
    833. arrange induction, support, supervision and feedback to enable individuals to perform in their new roles
    834. evaluate the redeployment process with those involved
    835. identify any areas for improvement to the redeployment process and make recommendations
    836. follow the legal, organisational, codes of practice and policies relevant to your role and managing the redeployment of employees
    837. define the key purpose of your work role
    838. identify how your role contributes to achieving your organisation's vision and objectives
    839. identify how your role relates to other roles in the organisation and where there are opportunities for joint working and mutual support
    840. develop personal objectives which are compatible with the vision, objectives and values of your organisation
    841. prioritise objectives and plan work to make best use of available time and resources
    842. assess your own values, motivations and aspirations
    843. evaluate your organisation's vision, objectives and values against your own values, motivations and aspirations to identify alignment and conflicts
    844. plan methods to maximise alignment and resolve the personal or organisational conflicts
    845. agree and prioritise your objectives with members of staff you report to
    846. monitor your progress and achievements against objectives and deadlines
    847. manage your time to achieve objectives within agreed deadlines
    848. delegate responsibilities to colleagues to ensure that deadlines are met
    849. use the relevant technologies to help you achieve your objectives
    850. identify and remove distractions and activities that do not help achieve your objectives
    851. monitor changes to your organisation's objectives, processes, systems and structures
    852. identify how changes to the organisation's objectives, processes, systems and structures impact on your role
    853. identify new work opportunities as they arise
    854. respond quickly and positively to new opportunities and revise your objectives and priorities
    855. identify urgent situations that arise during work activities
    856. respond quickly and positively to urgent situations when they arise, revising your objectives and priorities as necessary
    857. maintain your wellbeing through self-reflection when working towards achievement of your objectives
    858. use emotional intelligence to recognise and evaluate your own and your colleagues' strengths and weaknesses, feelings, opinions and judgements
    859. manage your relationships with colleagues and customers to achieve your objectives
    860. request regular objective, specific and valid feedback on your performance from colleagues and customers
    861. monitor progress towards your objectives
    862. seek new sources of support and feedback, when necessary
    863. evaluate the achievement of your objectives with members of staff you report to
    864. agree changes to your objectives with those you report to, based on your performance, feedback received or changes in organisational priorities
    865. take actions to maintain balance between your professional and personal life, when required
    866. develop effective approaches to the use of technologies by engaging relevant colleagues
    867. identify and secure sources of internal and external specialist support
    868. identify the current approaches to the use of technologies within your organisation or area of responsibility
    869. identify any plans to discard or introduce technologies or to use existing technologies for different purposes within your organisation or work area
    870. carry out benchmarking to identify good practice in relation to the use of technologies
    871. identify lessons learnt and apply these to your organisation
    872. identify opportunities for introducing new technologies, adapting existing technologies or using existing technologies for different purposes
    873. develop your strategy for using technologies and monitoring performance, using specialist expertise when required
    874. implement your strategy for using technologies and monitoring performance, using specialist expertise when required
    875. review your strategy for using technologies and monitoring their performance
    876. ensure that your strategy for using technologies is aligned to the overall vision, values, objectives and plans of your organisation
    877. communicate the technology strategy to colleagues and key stakeholders
    878. check that new technologies are compatible with current technologies
    879. monitor the introduction of any technology, or adaptation of existing technology
    880. resolve technological problems within agreed organisational service levels
    881. provide resources and support to enable colleagues to make effective use of technologies
    882. ensure that contingency plans are in place in case technology fails
    883. maintain systems to monitor implementation of technologies
    884. report on technology performance for your organisation or area of responsibility
    885. follow the legal, organisational, codes of practice and policies relevant to optimising the effective use of technology
    886. engage colleagues and other stakeholders in outsourcing decisions and managing outsourcing arrangements
    887. analyse your organisation's core competences and identify business processes which are non-core
    888. assess the potential benefits, costs, disadvantages, risks and legal and ethical implications of outsourcing non-core processes
    889. produce business cases for outsourcing non-core processes
    890. present business cases to decision-makers and confirm actions if they agree that outsourcing is worth pursuing
    891. manage the human resource implications of outsourcing, including any redundancy, redeployment, training and development, and cultural issues
    892. identify and evaluate potential vendors to outsource the processes to
    893. develop a specification of your outsourcing requirements
    894. invite potential vendors to tender for outsourced work
    895. assess tenders received against the specifications
    896. select the vendor which best meets your criteria
    897. negotiate an outsourcing contract with the vendor which specifies the volume and level of service to be provided, payment terms
    898. monitor the vendor's performance in partnership with work with legal specialists
    899. communicate outsourcing plans, both internally and externally as required
    900. monitor staff reactions to outsourcing plans and address their concerns
    901. develop a plan to transfer the business processes to the vendor including contingency plans to manage risks
    902. transfer the business processes to the vendor, addressing any emerging issues
    903. monitor the vendor's ongoing performance in line with the contract, addressing any anomalies that occur
    904. review the outsourcing arrangement at agreed points and in the event of significant changes in the operating environment
    905. evaluate the business outsourcing processes to identify areas for improvement
    906. follow the legal, organisational, codes of practice and policies relevant to outsourcing business processes
    907. identify factors affecting sales trends for your organisation
    908. measure the impact of trends on the existing sales structure and resources available
    909. analyse the implications of trends for existing and future sales structures
    910. evaluate the criteria your key customers use to choose suppliers, and how these impact your customers' buying practices
    911. analyse sales resource requirements, based on information about the number, size and location of customers
    912. identify potential gaps that need to be fulfilled to achieve sales targets
    913. select an approach for structuring your sales team activities including territories, customer types and industry sectors
    914. assign sales team members using the approach selected, matching their knowledge, abilities and skills to the requirements of customers within the relevant territories, customer types or sectors
    915. identify customers and prospects to contact by telephone, email, or in person
    916. estimate the time required to deal with your prospective or existing customers to sell effectively
    917. set financial and sales activity targets for the sales team
    918. review the selling procedures of the sales team to ensure that they can meet sales targets
    919. monitor the effectiveness of sales call plans, identifying any significant variances from agreed targets
    920. encourage members of sales teams to discuss new ideas for improvement and offer criticisms
    921. make agreed tactical adjustments to call plans, where necessary, to achieve targets
    922. follow the legal, organisational, codes of practice and policies relevant to planning and monitoring the work of sales teams
    923. engage employees and other stakeholders in planning changes
    924. outline the processes, systems, structures, roles or cultures that need to be changed with stakeholders
    925. assess the gap between the current state and the required future state
    926. identify obstacles to changes
    927. develop a plan to achieve the required changes agreed
    928. agree evaluation criteria to measure the success of change processes with stakeholders
    929. identify the roles and responsibilities of colleagues involved in or affected by the changes
    930. plan for the continuity of business activities during the period of changes
    931. evaluate the risks associated with plans and develop contingency arrangements
    932. identify how and when progress will be monitored against the plans
    933. develop communication strategies to keep colleagues and stakeholders informed about the progress
    934. present plans for change using appropriate tools to evaluate its impact
    935. ask employees and stakeholders to give feedback on changes
    936. ask employees and stakeholders to suggest innovations and improvements to products, services, processes, systems, structures, roles and cultures
    937. communicate the business case for changes, specifying both the benefits, costs and risks
    938. provide opportunities for employees and other stakeholders to discuss business cases for change, provide feedback, express any concerns and make suggestions
    939. plan changes, identifying roles and responsibilities
    940. evaluate how the changes will affect employees and other stakeholders
    941. mitigate for change and understand the differences between change and crisis management
    942. identify training or support that employees and stakeholders need and how and when these will be provided
    943. communicate with employees and other stakeholders about change processes, specifying how it affects them and any actions required of them
    944. discuss planning progress, overcoming difficulties and inviting suggestions for improvements
    945. monitor engagement with and responses to the change planning processes
    946. provide training, support and encouragement to colleagues
    947. recognise the contributions and cooperation of those involved and affected by the change
    948. evaluate employees experience of the change planning process and use the lessons learned to improve future change processes
    949. follow the legal, organisational, codes of practice and policies relevant to your role and the activities being carried out to plan organisational change
    950. engage colleagues and key stakeholders in planning workforce requirements
    951. confirm specialist resources to assist in workforce planning activities, where necessary
    952. evaluate your organisation's strategic objectives and plans to obtain information needed for workforce planning purposes and identify any key issues for further consideration
    953. identify the knowledge, skills and competence required to deliver your organisation's strategic objectives and plans
    954. review the capacity and capability of the current workforce to meet identified knowledge, skills and competence requirements
    955. identify any learning or development needs of the current workforce to meet requirements
    956. check that the diversity of the workforce provides a suitable mix of people to achieve its objectives
    957. interpret the range of needs of your workforce
    958. develop workforce plans that meet the organisation's long, medium, and short-term requirements, making effective use of internal and external specialists
    959. check that employment contracts meet the needs of the organisation
    960. confirm that resources needed to recruit, develop, retain and redeploy people are available
    961. develop contingency plans to deal with unforeseen circumstances and maintain business continuity
    962. identify any recurring issues that cause people to leave your organisation and seek to address these
    963. communicate workforce plans to colleagues
    964. review your workforce plans when required by your organisation, or in the light of changes to your organisation's strategic objectives and plans
    965. engage colleagues and key stakeholders in deciding whether to produce or buy in products and services
    966. establish your organisation's requirements for products and services
    967. establish whether your organisation has the capability and capacity to produce required products and services, or could develop capability and capacity in the timescale required
    968. identify potential suppliers and evaluate their capability and capacity to supply required products and services in the timescale required
    969. analyse the costs of producing products and services in-house, including the benefits of developing new capability and expertise
    970. analyse the costs of buying in products and services, including procurement processes and the benefits of collaborative arrangements
    971. evaluate the risks involved in producing products and services compared to buying them in
    972. review ethical and sustainability considerations and the interests of key stakeholders
    973. decide whether to produce or buy in products and services based on your analysis of costs and benefits, risks, review of ethical and sustainability considerations, and the interests of key stakeholders
    974. record and communicate your decision, explaining your rationale and the assumptions made
    975. seek support from colleagues, procurement or legal specialists when required
    976. create specifications for products and services to meet your organisation's requirements
    977. identify a diverse range of products and services suppliers to compare options
    978. select products and services suppliers which offer the optimal mix of quality, cost, timeliness and reliability
    979. negotiate with selected suppliers to reach an agreement which offers value for money and is acceptable to both parties
    980. agree a contract which states the quality and quantity of products and services to be supplied, timescales, costs, terms and conditions, and the consequences if either party fails to comply with the contract
    981. monitor the performance of suppliers in terms of the quality, timeliness and reliability of products and services
    982. resolve any supplier problems, in accordance with the terms of the contract
    983. review your decisions to produce or buy in products and services at agreed intervals, taking account of the actual costs and benefits and any changes in your organisation's operating environment
    984. follow the legal, organisational, codes of practice and policies relevant to procuring products and services
    985. engage staff, their representatives and other stakeholders in promoting staff wellbeing
    986. review key indicators to identify patterns and trends
    987. analyse the available quantitative and qualitative data to determine levels of staff wellbeing
    988. review current research and ideas related to staff wellbeing
    989. create plans to improve staff wellbeing based on your analysis
    990. identify areas of your organisation that create support to develop a wellbeing culture
    991. implement specific initiatives to enhance staff wellbeing in identified areas
    992. check that objectives and workloads of staff are achievable within the working hours available
    993. provide staff with the training, support and supervision they need to be able to fulfil their responsibilities effectively both now and, in the future,
    994. provide opportunities for teams to talk about their wellbeing
    995. discuss problems affecting wellbeing with individual staff
    996. respect individual confidentiality in relation to information sharing or addressing the issues and problems
    997. identify when staff have problems affecting their wellbeing and take action to alleviate the problems, where possible
    998. consult with specialists, where their problems are outside your area of competence or authority
    999. refer staff to specialists, when required
    1000. follow the industry legal, organisational, codes of practice and policies relevant to your role in promoting and managing staff wellbeing
    1001. identify your organisation's and your own responsibilities and liabilities under equality, diversity and inclusion legislation and any relevant codes of practice
    1002. identify your own responsibilities and liabilities under equality, diversity and inclusion legislation and any relevant codes of practice
    1003. check that your organisation's written equality, diversity and inclusion policy and action plan enables you to carry out your own responsibilities
    1004. agree revisions to your organisation's written equality, diversity and inclusion policy and action plan with decision makers, if required
    1005. check that the equality, diversity and inclusion policy and action plan has been communicated to all colleagues and other relevant stakeholders
    1006. challenge the status quo and seek better alternatives when required
    1007. promote equality of opportunity, diversity and inclusion by engaging colleagues and other key stakeholders
    1008. agree management commitment to promoting equality of opportunity, diversity and inclusion
    1009. check that commitment to promoting equality of opportunity, diversity and inclusion underpins your organisation's vision, values, objectives and plans
    1010. use language and behaviours that role-models your organisation's commitment to equality of opportunity, diversity and inclusion
    1011. monitor the language and behaviours used by colleagues to ensure it supports your organisation's commitment to equality of opportunity, diversity and inclusion
    1012. review the diversity and needs of your organisation's current and potential customers
    1013. select communication media and styles that meet the needs of different colleagues, customers and situations
    1014. identify areas where needs are not being satisfied or where the diversity of customers should be improved
    1015. review the diversity of the workforce, at all levels, in comparison to the population and your organisation's current and potential customers and
    1016. consider the views and actions of colleagues, team members and other stakeholders when making decisions
    1017. support colleagues, team members and other stakeholders to encourage use of their knowledge, skills and expertise
    1018. take action to uphold individuals' rights following your organisation's guidelines for decision-making and building allyship
    1019. identify areas for improvement in the diversity of the workforce
    1020. seek specialist expertise in relation to equality, diversity and inclusion issues, where required
    1021. maintain systems to monitor, review and report on progress in relation to equality of opportunity, diversity and inclusion within your organisation
    1022. use the findings of your reviews to identify required actions and changes to practice
    1023. comply with, and ensure others comply with, legal requirements, industry regulations, organisational policies and professional codes
    1024. identify your personal responsibilities and liabilities under health and safety legislation
    1025. communicate your organisation's health and safety policy statement to employees in your area of responsibility and other colleagues
    1026. ensure the working environments and practices in your area of responsibility comply with your organisation's health and safety policy statement and are reviewed when required
    1027. check compliance with your organisation's health and safety policy statement following any significant changes to the environment, practices or legislation
    1028. consult employees in your area of responsibility or their representatives on health and safety issues, in line with organisational requirements
    1029. set up a system for identifying health and safety hazards in your area of responsibility
    1030. implement a risk assessment system in your area of responsibility
    1031. ensure that a system is in place for identifying and assessing risks to the security of resources in your area of responsibility
    1032. agree actions to eliminate or control identified hazards and manage identified risks
    1033. refer identified hazards and risks outside your level/area of authority to colleagues responsible for health and safety
    1034. ensure that the health and safety of employees and the security of resources and information are prime considerations when designing or reviewing working environments and practices
    1035. allocate sufficient resources across your area of responsibility to deal with health, safety and security issues
    1036. seek and make use of specialist expertise, where required
    1037. set up systems for monitoring, measuring and reporting of health, safety, security and productivity performance in your area of responsibility
    1038. demonstrate your personal commitment to health, safety, security and productivity through your actions
    1039. review the application of health and safety policy statement in your area of responsibility and make recommendations to inform future developments
    1040. follow the legal, organisational, codes of practice and policies relevant to providing healthy, safe, secure and productive working environments and practices
    1041. communicate the purpose and objectives of the team to all members
    1042. define direction within your area of responsibility by engaging your team
    1043. plan how the team will achieve its objectives by consulting with them
    1044. agree individual work objectives with all team members
    1045. explain how individual objectives help to achieve the objectives of the team and the organisation
    1046. persuade your team to commit their efforts and expertise to achieving results
    1047. communicate a vision and shared values of where your organisation is going
    1048. check that your team understand how the operational plans align with your organisation's vision, values and objectives
    1049. manage your area successfully through challenges
    1050. develop a range of leadership styles and apply them to different roles and situations
    1051. communicate regularly and effectively with your team
    1052. demonstrate that you listen to what your team say and act on it
    1053. encourage team members to take responsibility for their own development needs
    1054. support team members' resilience
    1055. provide support and advice face-to-face or while working remotely
    1056. encourage and recognise creativity and innovation within the team
    1057. motivate team members to achieve their work and development objectives, providing recognition when they are successful
    1058. empower team members to work autonomously and take their own decisions within agreed boundaries
    1059. encourage team members to take the lead in their own areas of expertise, following their lead
    1060. model behaviours that reflect your organisation's values and expected behaviours to build trust and support in your team
    1061. make decisions that meet your organisation's requirements for fairness and integrity
    1062. protect your own and your team's work against negative impacts
    1063. request feedback from others and act on this to improve your leadership practice
    1064. follow the legal, organisational, codes of practice and policies relevant to your role when providing leadership to your team
    1065. engage colleagues and other stakeholders in recruiting, inducting and retaining staff
    1066. seek specialist resources, where required
    1067. review the work required in your area of responsibility
    1068. identify any shortfalls in number of employees, their knowledge, skills and competence
    1069. evaluate the options for addressing shortfalls and decide on the best options
    1070. develop up-to-date job descriptions and person specifications for recruitment
    1071. plan the recruitment and selection process for identified vacancies, the methods that will be used, the associated timings and who is going to be involved
    1072. specify and agree criteria for assessing and selecting applicants
    1073. inform applicants about the progress of their applications, in accordance with organisational policy
    1074. carry out recruitment in accordance with your plan, using the agreed selection criteria
    1075. offer positions to applicants who meet the selection criteria
    1076. provide constructive feedback to unsuccessful applicants, in accordance with organisational policy
    1077. welcome new staff and explain their roles in achieving the objectives of the organisation and their work area
    1078. establish employees' needs for information about your organisation, organisational policies and practices, their work roles and people they will work with
    1079. identify the learning and development needs to enable employees to perform their duties
    1080. provide an induction programme to meet new staff information, learning and development needs
    1081. consider employees' needs when designing their induction programmes
    1082. introduce employees to their colleagues, explaining respective roles and how they will interface
    1083. encourage employees to take responsibility for monitoring their progress and completing their induction programmes
    1084. provide support, supervision and feedback to enable employees to perform their roles to your organisation's requirements
    1085. provide work opportunities that challenge employees to make effective use of their knowledge, skills and competences to develop their potential
    1086. review employees' performance and development systematically and provide constructive feedback
    1087. recognise employees' performance and their achievements in line with your organisation's policy
    1088. support employees to access the career and professional development opportunities within your organisation
    1089. provide opportunities for employees to discuss issues about their work or development with you
    1090. identify when employees are dissatisfied and agree solutions that meet the individual and organisational needs
    1091. identify when employees' values, motivations and aspirations are incompatible with your organisation's vision, objectives and values and seek alternative solutions with the employees concerned
    1092. meet with employees planning to leave your organisation and resolve any issues or misunderstandings
    1093. evaluate the recruitment, induction and retention process to identify any areas for improvements
    1094. follow the legal, organisational, codes of practice and policies relevant to recruiting, inducting and retaining staff
    1095. seek support from colleagues or procurement or legal specialists on any aspects of tendering about which you are unsure
    1096. produce a specification which describes the products and services required, including information on quality, time and cost constraints
    1097. invite a number and range of suitably qualified prospective suppliers to tender, proportionate to the value of the contract and the diversity of suppliers available
    1098. provide full information about the tendering process
    1099. confirm deadlines for receipt of tenders
    1100. outline contract details
    1101. specify how pre-tender queries will be dealt with
    1102. respond to pre-tender queries so that all prospective suppliers have the same information available to them
    1103. establish criteria to allow tenders to be evaluated fairly so that the supplier that provides the optimal mix of quality, cost, timeliness and reliability can be selected
    1104. receive, record and open tenders in line with your organisation's procedures
    1105. evaluate tenders, by yourself or with others as required, applying your criteria
    1106. seek clarification from prospective suppliers where necessary
    1107. offer a contract to supply the products and services to the supplier whose tender was evaluated most highly
    1108. inform unsuccessful prospective suppliers of the outcome of the evaluation and provide them with feedback where appropriate
    1109. resolve any post-tender queries with unsuccessful suppliers
    1110. follow the legal, organisational, codes of practice and policies relevant to selecting suppliers through a tendering process
    1111. contact customers identified as sales leads, accessing those who can make buying decisions
    1112. identify customer requirements through questioning and checking for understanding
    1113. summarise customer motivations, buying needs and interests
    1114. identify the key features and benefits of your relevant products and services, matching these to the needs identified
    1115. assess which products and services are suitable for customer needs
    1116. evaluate potential trade-offs which may be beneficial both to the customer and to your organisation
    1117. provide accurate information about products, services and prices
    1118. make proposals to match the customer's requirements
    1119. explore any queries or objections raised by the customer and identify any reasons holding the customer back from agreeing the sale
    1120. identify and prioritise any customer concerns
    1121. provide evidence of the strengths of your organisation and its products and services to address any concerns the customer may have
    1122. check that the customer agrees how any concerns can be overcome
    1123. interpret verbal and non-verbal buying signals given by the customer and act upon them to progress towards closing the sale
    1124. close the sale by gaining the commitment of the customer
    1125. agree future contact arrangements, including post-sales calls to confirm customer satisfaction where relevant
    1126. record all required details in line with organisation processes and procedures
    1127. follow the legal, organisational, codes of practice and policies relevant to selling products and services
    1128. promote the benefits of learning to employees in your area of responsibility
    1129. encourage employees to seek feedback on their performance from colleagues who can provide objective, specific and valid feedback
    1130. give employees objective, specific and valid feedback on their work performance, discussing and agreeing how they can improve
    1131. agree the knowledge, skills and competence required to meet the demands of their current and potential future work roles with employees
    1132. provide opportunities and tools for employees to make an accurate assessment of their current levels of knowledge, skills and competence and of their potential
    1133. evaluate any additional, or higher levels of, knowledge, skills and competence employees need for their current work roles, potential future work roles and their personal aspirations
    1134. engage employees in identifying and obtaining information on the learning activities available to address identified learning needs
    1135. agree personal development plans which include learning activities to be undertaken, the learning objectives to be achieved, the required resources and timescales
    1136. identify and evaluate any learning difficulties or specific needs employees may have
    1137. provide opportunities and tools for employees to identify the types of learning they find most effective
    1138. provide learning and development activities that match their learning preferences
    1139. identify the range of learning methods, platforms and technologies to suit individual needs or preferences
    1140. encourage employees to focus on their prioritised learning needs when selecting learning activities and planning their development
    1141. arrange advice and support from learning and development specialists, when required
    1142. support employees in undertaking learning activities, making required resources available
    1143. remove any obstacles to learning, if required
    1144. provide opportunities for employees to apply their developing competences in the workplace
    1145. identify and make use of unplanned learning opportunities
    1146. discuss progress towards the achievement of learning objectives
    1147. discuss readiness to take on new roles and responsibilities with employees
    1148. agree the support and supervision employees will require to take on new roles and responsibilities
    1149. appoint employees to roles and responsibilities that are compatible with their competences and potential
    1150. provide employees with the support and supervision they require
    1151. provide specific feedback to enable employees to improve their performance
    1152. discuss and agree revisions to personal development plans based on performance, learning activities undertaken and any wider changes
    1153. encourage people to take responsibility for their own learning and development, including practising and reflecting on what they have learned
    1154. evaluate learning and development activities to identify improvements for future support
    1155. follow the legal, organisational, codes of practice and policies relevant to supporting employees' learning and development
    1156. identify colleagues who may be affected by decisions and their interests
    1157. engage colleagues who can contribute to decision-making processes or will be affected by the decisions
    1158. establish the objectives of the decisions to be taken and what you are trying to achieve
    1159. check that all parties involved agree with the objectives
    1160. identify the information you need to take decisions and where this can be sourced
    1161. obtain information to enable you to take decisions
    1162. verify the accuracy and reliability of the information obtained
    1163. resolve issues with inadequate, unreliable, contradictory or ambiguous information
    1164. analyse the information to identify facts, patterns and trends that may impact on your decisions
    1165. identify and evaluate the range of options open to you
    1166. draw conclusions supported by reasoned arguments and evidence, clearly stating any assumptions you have made and risks that may be involved
    1167. take decisions in line with your objectives, within the scope of your authority
    1168. make decisions that are consistent with your organisation's values, policies, guidelines, and timelines
    1169. obtain help and advice if you do not have adequate information
    1170. analyse the data to inform the decision making
    1171. refer decisions that are outside your area of responsibility or scope of authority
    1172. discuss your decisions with key stakeholders if they are likely to conflict with current values, policies, guidelines and timelines
    1173. communicate your decisions and rationale to colleagues who are affected
    1174. follow the legal, organisational, codes of practice and policies relevant to using information for decision making

  11. Slaters

    Slaters

    1. interpret the given information relating to the work and resources to confirm its relevance
    2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices
    3. select the required quantity and quality of resources for the methods of work
    4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area
    5. comply with the given contract information to carry out the work efficiently to the required specification
    6. complete the work within the allocated time, in accordance with the programme of work
    7. complete the work within the allocated time, in accordance with the programme
    8. interpret the given information relating to the work and resources to confirm its relevance comply with the given, relevant legislation and official guidance to carry out your work and maintain safe work practices select the required quantity and quality of resources for the methods of work comply with organisational procedures to minimise the risk of damage to the work and surrounding area comply with the given contract information to carry out the work efficiently to the required specification complete the work within the allocated time, in accordance with the programme of work

  12. Stagers

    Stagers

    1. interpret the given information relating to the work and resources to confirm its relevance
    2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices
    3. select the required quantity and quality of resources for the methods of work
    4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area
    5. comply with the given contract information to carry out the work efficiently to the required specification
    6. complete the work within the allocated time, in accordance with the programme of work
    7. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe work practices

  13. Tilers

    Tilers

    1. interpret the given information relating to the work and resources to confirm its relevance
    2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices
    3. select the required quantity and quality of resources for the methods of work
    4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area
    5. comply with the given contract information to carry out the work efficiently to the required specification
    6. complete the work within the allocated time, in accordance with the programme of work
    7. complete the work within the allocated time, in accordance with the programme
    8. interpret the given information relating to the work and resources to confirm its relevance comply with the given, relevant legislation and official guidance to carry out your work and maintain safe work practices select the required quantity and quality of resources for the methods of work comply with organisational procedures to minimise the risk of damage to the work and surrounding area comply with the given contract information to carry out the work efficiently to the required specification complete the work within the allocated time, in accordance with the programme of work

  14. Transport Operatives NEC

    Transport Operatives NEC

    1. interpret the given operating information relating to the work, resources and the use of plant or machinery and confirm its relevance
    2. organise with others the sequence in which the work is to be carried out
    3. comply with the relevant, current legislation, special legal status documents, official guidance and organisational procedures to maintain safe and healthy work practices
    4. select plant or machinery resources for the methods of work and operations to be carried out
    5. comply with organisational procedures to minimise the risk of damage to the work and surrounding area
    6. comply with the given contract information to carry out the work efficiently to the required specification
    7. complete the work within the allocated time, in accordance with the programme of work

  15. Wall Tilers

    Wall Tilers

    1. interpret the given information relating to the work and resources to confirm its relevance
    2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices
    3. select the required quantity and quality of resources for the methods of work
    4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area
    5. comply with the given contract information to carry out the work efficiently to the required specification
    6. complete the work within the allocated time, in accordance with the programme of work
    7. interpret the given information relating to the work and resources to confirm its relevance comply with the given, relevant legislation and official guidance to carry out your work and maintain safe work practices select the required quantity and quality of resources for the methods of work comply with organisational procedures to minimise the risk of damage to the work and surrounding area comply with the given contract information to carry out the work efficiently to the required specification complete the work within the allocated time, in accordance with the programme of work
    8. interpret the given information relating to the work and resources to
    9. confirm its relevance
    10. comply with the given, relevant legislation and official guidance to carry
    11. out your work and maintain safe work practices
    12. select the required quantity and quality of resources for the methods of
    13. Work
    14. comply with organisational procedures to minimise the risk of damage to
    15. the work and surrounding area
    16. comply with the given contract information to carry out the work
    17. efficiently to the required specification
    18. complete the work within the allocated time, in accordance with the
    19. programme of work
    20. 1 interpret the given information relating to the work and resources to confirm its relevance

  16. Wood Machine Operatives

    Wood Machine Operatives

    interpret the given information relating to the work and resources to confirm its relevance comply with the given, relevant legislation and official guidance to carry out your work and maintain safe work practices select the required quantity and quality of resources for the methods of work comply with organisational procedures to minimise the risk of damage to the work and surrounding area comply with the given contract information to carry out the work efficiently to the required specification complete the work within the allocated time, in accordance with the programme of work



In terms of
knowledge
Relevance
ABCDEFGH
Relevance
Dimension
© 2025 Intelartes Ltd
An error has occurred. This application may no longer respond until reloaded. Reload 🗙