Top-down view of occupation by duty Top: 1
Base: 32
Height: 5
Size: 47
Scope tree contents
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Crane Drivers1. interpret the given operating information relating to the use of plant and/or machinery and confirm its relevance comply with the relevant, current legislation, special legal status documents, official guidance and organisational procedures to maintain safe work practices comply with the given contract information to carry out the work efficiently to the required specification2. interpret the given operating information relating to the use of plant or machinery and confirm its relevance3. organise with others the sequence in which the work is to be carried out4. comply with the relevant, current legislation, special legal status documents, official guidance and organisational procedures to maintain safe and healthy work practices5. request resources to sustain plant or machinery operations to complete the programme of work6. select plant or machinery resources for the methods of work and operations to be carried out7. comply with organisational procedures to minimise the risk of damage to the work and surrounding area8. comply with the given contract information to carry out the work efficiently to the required specification9. complete the work within the allocated time, in accordance with the programme of work
Construction Manager1. Confirm work requirements• confirm the work requirements to determine how the lifting activity should be carried out by producing records from the following information sources:‐ survey reports‐ designs‐ contractual documentation‐ statuary consents‐ risk assessments‐ method statements‐ rigging studies‐ drawings‐ programmes‐ records regarding competence of lifting team‐ sub-contractor arrangements‐ health, safety and environmental plans‐ utilities‐ work permits‐ local authorities‐ highways authorities‐ manufacturers data2. Identify and review the influencing factors• identify and review the influencing factors and relevant guidance material relating to the work environment and resources required for the lifting activity• produce records for the following influencing factors:‐ customer requirements‐ organisational requirements‐ contractual requirements‐ statutory requirements‐ resource allocation‐ working requirements‐ environmental considerations‐ weather conditions‐ safety, health and welfare requirements• produce records of identification and review of the following guidance and information sources:‐ lifting equipment, other equipment and accessories, manuals and data‐ maintenance or examination schedules and manuals‐ good practice guides and specifications‐ current legislation and official guidance‐ organisational procedures3. Methods of work• plan, arrange, assessing and account for influencing factors including the relevant lifting equipment, lifting accessories, lifting categories and lifting activities• produce records of all influencing factors including the relevant lifting equipment, lifting accessories, lifting categories and lifting activities4. Amend work methods• amend work methods to take account of changing circumstances whilst maintaining the requirements of the lifting activity in relation to:‐ customer requirements‐ organisational requirements‐ contractual requirements‐ statutory requirements‐ resource allocation‐ working requirements‐ environmental considerations‐ weather conditions‐ safety, health and welfare requirements• create or complete records of amended working methods taking into account the following circumstances:‐ susceptibility to damage‐ safety requirements‐ compromised operational effectiveness‐ weather conditions‐ use, or change of use of equipment‐ current legislation‐ resources‐ lifting equipment, other equipment and accessories data‐ workforce and lifting team‐ security threats‐ external factors‐ project alterations‐ ground conditions5. Communicate work methods• communicate work methods to people involved in the lifting operation including any amendments required due to changing circumstances by producing records of communication6. Prepare plans and record work methods and schedules• prepare plans, create or complete records of work methods in written and visual formats. Negotiate and agree them with decision-makers• negotiate and agree them plans and work methods with decision-makers7. Planning calculations• apply a range of engineering-based calculations that support the planning process based on mathematical formulas that apply tolerances, factors of safety, variations and ranges to determine:‐ height‐ length‐ density‐ mass‐ capacity‐ volume‐ area‐ angles‐ stress or strain‐ loadings‐ pressure‐ stability‐ velocity‐ temperature‐ ratios‐ deflection‐ time‐ shape‐ centre of gravity8. Identify and assess faults and problems• determine the requirements of the lift plan• identify and relay any faults or problems, potential solutions, corrective actions and record recommendations• communicate all lifting activity faults and problems or recommendations and any lift plan amendments to the relevant persons9. Identify, assess and maintain resources• identify, assess, coordinate and maintain the necessary resources for the lifting activity• ensure the identification of, suitability for, coordinating and maintenance of the following resources, applicable to the lifting activity:‐ people‐ lifting equipment and accessories‐ materials and components‐ work area and facilities10. Conduct pre-work checks• conduct and communicate lift plan pre-work checks so that statutory requirements and official guidance are met in relation to the following:‐ testing‐ examination‐ inspection‐ certification• maintain safe working methods and practices for lifting activities by undertaking pre-work and ongoing checks. Communicate actions to the workforce and lifting team for the following:‐ condition‐ fit for purpose‐ health and safety‐ environmental‐ people‐ working area‐ ground conditions11. Carry out the supervision of lifting activities• carry out the supervision of lifting activities following given data and information which will minimise disruption and maintain optimum performance in relation to the following:‐ freely suspended loads‐ above ground operations‐ below ground operations‐ lifting of persons‐ dismantling operations‐ excess height lifts‐ multiple lifting‐ pick-and-carry‐ where the operator does not have clear sight of the load‐ loading and unloading12. Observe legislation and guidelines• observe current legislation and official guidance appropriate to the work environment to ensure the protection of the workforce, lifting team, the general public, visitors and the environment by the application of sources of given information13. Keep accurate records of work progress• check the progress and quality of the work, stopping when required due to issues encountered• create or complete records of work progress checks which detail completed work, quantities involved and any faults or problems encountered14. Conduct post-work checks• ensure completion of the work method documentation by undertaking post-work checks to confirm that the working area and equipment are left in a safe state and all resources are removed15. Conduct post work feedback• conduct post-work feedback activities with the lifting team and workforce on completion of the lifting activities, to determine the efficiency of working methods and how improvements can be made to optimise future performance
Engineering Technicians1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work
Joiners1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work7. 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 work8. comply with the given, relevant legislation and official guidance to carry9. out your work and maintain safe work practices10. select the required quantity and quality of resources for the methods of11. Work12. comply with organisational procedures to minimise the risk of damage to13. the work and surrounding area14. comply with the given contract instructions to carry out the work15. efficiently to the required specification16. complete the work within the allocated time, in accordance with the17. programme of work18. interpret the given information relating to the work and resources to19. confirm its relevance20. comply with the given contract information to carry out the work21. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe work practices22. Manufacture routine products 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 work23. 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 carry out pre-start preparation inspections on power tools and equipment in accordance with approved procedures comply with organisational procedures to minimise the risk of damage to the work and surrounding area carry out operations using power tools and equipment in accordance with safe working practices to achieve the work outcome complete the work within the allocated time, in accordance with the programme of work
Construction Engineer1. Operational improvements• identify and recommend actions for improving the safety, health and welfare of people during the lifting operation by producing records of recommendations2. Encourage awareness• promote a culture of safety, health, welfare and environmental awareness during the lifting operation by producing records of the initiatives taken during the lifting operation3. Workforce and visitors• establish procedures that ensure lifting team responsibilities and competencies are fully applied to the lifting operation by:‐ producing records of allocating the required safety, health and welfare responsibilities and identifying the competency of the workforce‐ producing records of planning site inductions and activity briefings prior to the lifting operation4. Protection equipment and resources• ensure the safety, health, welfare and environmental protection equipment and resources comply with current legislation• produce records for identification of the following safety, health, welfare and environmental protection equipment or resources:‐ protective clothing‐ protective equipment‐ first aid facilities and arrangements‐ welfare facilities‐ storage and security of materials and equipment‐ accident and incident reporting system‐ fire-fighting equipment‐ health, safety and welfare training‐ environmental protection arrangements5. Implementing systems• establish and implement systems, which meet organisational and statutory requirements to identify hazards, reduce risks, report incidents or near misses, analyse causes and lessons learned to prevent recurrence6. Reviewing lifting activities• in accordance with organisational and statutory requirements, create or complete records of reviews of safety, health, welfare and environmental protection systems on completed lifting activities7. Environmental factors• identify and assess the significance of the relevant following environmental factors and take appropriate action‐ ecological‐ nature conservation‐ noise or nuisance‐ emissions and contamination to land, air and water‐ economic and social‐ traffic and people management‐ waste management and recycling‐ weather‐ wind effects, vortices and building shielding8. Confirm work requirements• confirm the work requirements to determine how the lifting activity should be carried out by producing records from the following information sources:‐ survey reports‐ designs‐ contractual documentation‐ statuary consents‐ risk assessments‐ method statements‐ rigging studies‐ drawings‐ programmes‐ records regarding competence of lifting team‐ sub-contractor arrangements‐ health, safety and environmental plans‐ utilities‐ work permits‐ local authorities‐ highways authorities‐ manufacturers data9. Identify and review the influencing factors• identify and review the influencing factors and relevant guidance material relating to the work environment and resources required for the lifting activity• produce records for the following influencing factors:‐ customer requirements‐ organisational requirements‐ contractual requirements‐ statutory requirements‐ resource allocation‐ working requirements‐ environmental considerations‐ weather conditions‐ safety, health and welfare requirements• produce records of identification and review of the following guidance and information sources:‐ lifting equipment, other equipment and accessories, manuals and data‐ maintenance or examination schedules and manuals‐ good practice guides and specifications‐ current legislation and official guidance‐ organisational procedures10. Methods of work• plan, arrange, assessing and account for influencing factors including the relevant lifting equipment, lifting accessories, lifting categories and lifting activities• produce records of all influencing factors including the relevant lifting equipment, lifting accessories, lifting categories and lifting activities11. Amend work methods• amend work methods to take account of changing circumstances whilst maintaining the requirements of the lifting activity in relation to:‐ customer requirements‐ organisational requirements‐ contractual requirements‐ statutory requirements‐ resource allocation‐ working requirements‐ environmental considerations‐ weather conditions‐ safety, health and welfare requirements• create or complete records of amended working methods taking into account the following circumstances:‐ susceptibility to damage‐ safety requirements‐ compromised operational effectiveness‐ weather conditions‐ use, or change of use of equipment‐ current legislation‐ resources‐ lifting equipment, other equipment and accessories data‐ workforce and lifting team‐ security threats‐ external factors‐ project alterations‐ ground conditions12. Communicate work methods• communicate work methods to people involved in the lifting operation including any amendments required due to changing circumstances by producing records of communication13. Prepare plans and record work methods and schedules• prepare plans, create or complete records of work methods in written and visual formats. Negotiate and agree them with decision-makers• negotiate and agree them plans and work methods with decision-makers14. Planning calculations• apply a range of engineering-based calculations that support the planning process based on mathematical formulas that apply tolerances, factors of safety, variations and ranges to determine:‐ height‐ length‐ density‐ mass‐ capacity‐ volume‐ area‐ angles‐ stress or strain‐ loadings‐ pressure‐ stability‐ velocity‐ temperature‐ ratios‐ deflection‐ time‐ shape‐ centre of gravity15. Identify and assess faults and problems• determine the requirements of the lift plan• identify and relay any faults or problems, potential solutions, corrective actions and record recommendations• communicate all lifting activity faults and problems or recommendations and any lift plan amendments to the relevant persons16. Identify, assess and maintain resources• identify, assess, coordinate and maintain the necessary resources for the lifting activity• ensure the identification of, suitability for, coordinating and maintenance of the following resources, applicable to the lifting activity:‐ people‐ lifting equipment and accessories‐ materials and components‐ work area and facilities17. Conduct pre-work checks• conduct and communicate lift plan pre-work checks so that statutory requirements and official guidance are met in relation to the following:‐ testing‐ examination‐ inspection‐ certification• maintain safe working methods and practices for lifting activities by undertaking pre-work and ongoing checks. Communicate actions to the workforce and lifting team for the following:‐ condition‐ fit for purpose‐ health and safety‐ environmental‐ people‐ working area‐ ground conditions18. Carry out the supervision of lifting activities• carry out the supervision of lifting activities following given data and information which will minimise disruption and maintain optimum performance in relation to the following:‐ freely suspended loads‐ above ground operations‐ below ground operations‐ lifting of persons‐ dismantling operations‐ excess height lifts‐ multiple lifting‐ pick-and-carry‐ where the operator does not have clear sight of the load‐ loading and unloading19. Observe legislation and guidelines• observe current legislation and official guidance appropriate to the work environment to ensure the protection of the workforce, lifting team, the general public, visitors and the environment by the application of sources of given information20. Keep accurate records of work progress• check the progress and quality of the work, stopping when required due to issues encountered• create or complete records of work progress checks which detail completed work, quantities involved and any faults or problems encountered21. Conduct post-work checks• ensure completion of the work method documentation by undertaking post-work checks to confirm that the working area and equipment are left in a safe state and all resources are removed22. Conduct post work feedback• conduct post-work feedback activities with the lifting team and workforce on completion of the lifting activities, to determine the efficiency of working methods and how improvements can be made to optimise future performance
Drivers NEC1. interpret the given operating information relating to the work, resources and the use of plant or machinery and confirm its relevance2. organise with others the sequence in which the work is to be carried out3. comply with the relevant, current legislation, special legal status documents, official guidance and organisational procedures to maintain safe and healthy work practices4. select plant or machinery resources for the methods of work and operations to be carried out5. comply with organisational procedures to minimise the risk of damage to the work and surrounding area6. comply with the given contract information to carry out the work efficiently to the required specification7. complete the work within the allocated time, in accordance with the programme of work
Construction Project Manager1. 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 impact2. 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 requirements3. 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 stakeholders4. 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 budgets5. 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 purposes6. 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 specifications7. 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 time8. 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 stakeholders9. 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 team10. 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 circumstances11. 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 achievements12. 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 process13. 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 making14. 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 standards15. 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 contract16. 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 signed17. 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 procedures18. 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 objectives19. 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 effect20. 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 conditions21. 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 alternative22. 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 options23. 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 manner24. 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 partnerships25. 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 advantages26. 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 tender27. 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 process28. 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 competition29. 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 policy30. 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 penetration31. 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 makers32. 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 circumstances33. 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 regulations34. 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 views35. 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 compliance36. 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 databases37. 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 resources38. 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 proposals39. 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 it40. 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 requirements41. 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 it42. 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 project43. 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 stakeholders44. 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 agreement45. 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 them46. 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 policy47. 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
Riggers1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work7. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe work practices
Construction Superintendent1. Operational improvements• identify and recommend actions for improving the safety, health and welfare of people during the lifting operation by producing records of recommendations2. Encourage awareness• promote a culture of safety, health, welfare and environmental awareness during the lifting operation by producing records of the initiatives taken during the lifting operation3. Workforce and visitors• establish procedures that ensure lifting team responsibilities and competencies are fully applied to the lifting operation by:‐ producing records of allocating the required safety, health and welfare responsibilities and identifying the competency of the workforce‐ producing records of planning site inductions and activity briefings prior to the lifting operation4. Protection equipment and resources• ensure the safety, health, welfare and environmental protection equipment and resources comply with current legislation• produce records for identification of the following safety, health, welfare and environmental protection equipment or resources:‐ protective clothing‐ protective equipment‐ first aid facilities and arrangements‐ welfare facilities‐ storage and security of materials and equipment‐ accident and incident reporting system‐ fire-fighting equipment‐ health, safety and welfare training‐ environmental protection arrangements5. Implementing systems• establish and implement systems, which meet organisational and statutory requirements to identify hazards, reduce risks, report incidents or near misses, analyse causes and lessons learned to prevent recurrence6. Reviewing lifting activities• in accordance with organisational and statutory requirements, create or complete records of reviews of safety, health, welfare and environmental protection systems on completed lifting activities7. Environmental factors• identify and assess the significance of the relevant following environmental factors and take appropriate action‐ ecological‐ nature conservation‐ noise or nuisance‐ emissions and contamination to land, air and water‐ economic and social‐ traffic and people management‐ waste management and recycling‐ weather‐ wind effects, vortices and building shielding8. Identify and assess faults and problems• determine the requirements of the lift plan• identify and relay any faults or problems, potential solutions, corrective actions and record recommendations• communicate all lifting activity faults and problems or recommendations and any lift plan amendments to the relevant persons9. Identify, assess and maintain resources• identify, assess, coordinate and maintain the necessary resources for the lifting activity• ensure the identification of, suitability for, coordinating and maintenance of the following resources, applicable to the lifting activity:‐ people‐ lifting equipment and accessories‐ materials and components‐ work area and facilities10. Conduct pre-work checks• conduct and communicate lift plan pre-work checks so that statutory requirements and official guidance are met in relation to the following:‐ testing‐ examination‐ inspection‐ certification• maintain safe working methods and practices for lifting activities by undertaking pre-work and ongoing checks. Communicate actions to the workforce and lifting team for the following:‐ condition‐ fit for purpose‐ health and safety‐ environmental‐ people‐ working area‐ ground conditions11. Carry out the supervision of lifting activities• carry out the supervision of lifting activities following given data and information which will minimise disruption and maintain optimum performance in relation to the following:‐ freely suspended loads‐ above ground operations‐ below ground operations‐ lifting of persons‐ dismantling operations‐ excess height lifts‐ multiple lifting‐ pick-and-carry‐ where the operator does not have clear sight of the load‐ loading and unloading12. Observe legislation and guidelines• observe current legislation and official guidance appropriate to the work environment to ensure the protection of the workforce, lifting team, the general public, visitors and the environment by the application of sources of given information13. Keep accurate records of work progress• check the progress and quality of the work, stopping when required due to issues encountered• create or complete records of work progress checks which detail completed work, quantities involved and any faults or problems encountered14. Conduct post-work checks• ensure completion of the work method documentation by undertaking post-work checks to confirm that the working area and equipment are left in a safe state and all resources are removed15. Conduct post work feedback• conduct post-work feedback activities with the lifting team and workforce on completion of the lifting activities, to determine the efficiency of working methods and how improvements can be made to optimise future performance
Roofers1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work7. complete the work within the allocated time, in accordance with the programme
Construction Technician1. Operational improvements• identify and recommend actions for improving the safety, health and welfare of people during the lifting operation by producing records of recommendations2. Encourage awareness• promote a culture of safety, health, welfare and environmental awareness during the lifting operation by producing records of the initiatives taken during the lifting operation3. Workforce and visitors• establish procedures that ensure lifting team responsibilities and competencies are fully applied to the lifting operation by:‐ producing records of allocating the required safety, health and welfare responsibilities and identifying the competency of the workforce‐ producing records of planning site inductions and activity briefings prior to the lifting operation4. Protection equipment and resources• ensure the safety, health, welfare and environmental protection equipment and resources comply with current legislation• produce records for identification of the following safety, health, welfare and environmental protection equipment or resources:‐ protective clothing‐ protective equipment‐ first aid facilities and arrangements‐ welfare facilities‐ storage and security of materials and equipment‐ accident and incident reporting system‐ fire-fighting equipment‐ health, safety and welfare training‐ environmental protection arrangements5. Implementing systems• establish and implement systems, which meet organisational and statutory requirements to identify hazards, reduce risks, report incidents or near misses, analyse causes and lessons learned to prevent recurrence6. Reviewing lifting activities• in accordance with organisational and statutory requirements, create or complete records of reviews of safety, health, welfare and environmental protection systems on completed lifting activities7. Environmental factors• identify and assess the significance of the relevant following environmental factors and take appropriate action‐ ecological‐ nature conservation‐ noise or nuisance‐ emissions and contamination to land, air and water‐ economic and social‐ traffic and people management‐ waste management and recycling‐ weather‐ wind effects, vortices and building shielding8. Identify and assess faults and problems• determine the requirements of the lift plan• identify and relay any faults or problems, potential solutions, corrective actions and record recommendations• communicate all lifting activity faults and problems or recommendations and any lift plan amendments to the relevant persons9. Identify, assess and maintain resources• identify, assess, coordinate and maintain the necessary resources for the lifting activity• ensure the identification of, suitability for, coordinating and maintenance of the following resources, applicable to the lifting activity:‐ people‐ lifting equipment and accessories‐ materials and components‐ work area and facilities10. Conduct pre-work checks• conduct and communicate lift plan pre-work checks so that statutory requirements and official guidance are met in relation to the following:‐ testing‐ examination‐ inspection‐ certification• maintain safe working methods and practices for lifting activities by undertaking pre-work and ongoing checks. Communicate actions to the workforce and lifting team for the following:‐ condition‐ fit for purpose‐ health and safety‐ environmental‐ people‐ working area‐ ground conditions11. Carry out the supervision of lifting activities• carry out the supervision of lifting activities following given data and information which will minimise disruption and maintain optimum performance in relation to the following:‐ freely suspended loads‐ above ground operations‐ below ground operations‐ lifting of persons‐ dismantling operations‐ excess height lifts‐ multiple lifting‐ pick-and-carry‐ where the operator does not have clear sight of the load‐ loading and unloading12. Observe legislation and guidelines• observe current legislation and official guidance appropriate to the work environment to ensure the protection of the workforce, lifting team, the general public, visitors and the environment by the application of sources of given information13. Keep accurate records of work progress• check the progress and quality of the work, stopping when required due to issues encountered• create or complete records of work progress checks which detail completed work, quantities involved and any faults or problems encountered14. Conduct post-work checks• ensure completion of the work method documentation by undertaking post-work checks to confirm that the working area and equipment are left in a safe state and all resources are removed15. Conduct post work feedback• conduct post-work feedback activities with the lifting team and workforce on completion of the lifting activities, to determine the efficiency of working methods and how improvements can be made to optimise future performance
Roof Slaters1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work7. complete the work within the allocated time, in accordance with the programme8. 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
Decorators1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work7. 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
Plasterers1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work7. select the required quantity and q uality of resources for the methods of work8. 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
Senior Officials in Construction1. engage colleagues and stakeholders in obtaining contracts to supply products and services2. maintain systems to identify opportunities to bid to supply products and services3. carry out targeted research amongst existing and potential customers to identify opportunities to tender to supply products and services4. evaluate your organisation's capacity and capability to respond to opportunities to tender to supply products and services credibly and competitively5. collaborate on tenders with other organisations with complementary capabilities, where appropriate6. 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 services7. prepare financial quotations that take account of your organisations' financial objectives, the customer's ability to pay and your estimates of competitors' quotations8. present your bids to potential customers, anticipating or pre-empting any queries and objections9. evaluate potential trade-offs which will be beneficial both to the customer and to your organisation10. respond to any queries or objections from potential customers11. check the potential customers understand and accept your responses to objections and queries12. negotiate contracts that meet both the new customer's and your organisation's requirements13. ensure formal agreements are drawn up and signed which meet legal requirements14. obtain feedback from customers identify how you can improve, in cases where you fail to obtain contracts15. review the tendering process with colleagues and use the lessons learned to improve future bids16. follow the legal, organisational, codes of practice and policies relevant to bidding for contracts17. specify the purpose of teams and what they must achieve18. define the expertise, knowledge, skills and attitudes required to achieve team purpose19. identify team members' knowledge, skills and competences to determine their roles within the teams20. plan and develop any knowledge, skills and competences lacking in the teams21. develop and implement succession and knowledge and skills transfer plans, where required22. confirm the work required of teams with your manager and seek clarification on any outstanding points and issues23. plan how teams will undertake the work, identifying any priorities or critical activities and making effective use of the available resources24. allocate work to team members by taking account of their skills, knowledge, competence, backgrounds and experience25. analyse team members existing workloads, and opportunities for their development26. brief team members on the work they have been allocated and the standard of performance expected27. encourage team members to ask questions, make suggestions and seek clarification in relation to the work they have been allocated28. respond to any concerns team members may have about their work29. demonstrate behaviours that show and inspires team members to show, respect, helpfulness and cooperation30. agree the behaviours that will help achieve team purpose and those likely to hinder progress with team members31. support team members to understand their unique contribution to teams, the contributions of fellow team members, and how these complement each other32. provide opportunities for team members to get to know each other's strengths and weaknesses and build mutual respect and trust33. allow time for teams to develop through their stages of growth34. support the team to seize opportunities presented by team member changes and the introduction of new members35. encourage team members to share problems with each other and solve these creatively together36. encourage open communication between team members, including providing constructive feedback to enhance the performance of individual members and the whole team37. monitor the performance of teams to evaluate how well its purpose is being achieved38. celebrate team and individual successes together39. identify conflicts, acknowledge the feelings and views of all parties, and redirect energy towards a common goal40. dissolve teams once their purpose has been achieved and they are no longer required41. follow the industry legal, organisational, codes of practice and policies relevant to building teams and allocating work42. 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 audits43. 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 dates44. help employees identify their needs and expectations for coaching or mentoring45. ensure that employees' coaching or mentoring needs and expectations are in accordance with your organisation's objectives46. define your own expectations of the coaching or mentoring process47. agree coaching or mentoring contracts covering the specific area(s) for performance development, the gaps between current and required performance, and employees' motivations48. outline the support that employees can expect from you, and the commitment you expect from them49. provide opportunities for employees to approach you, as a mentor or a coach, with problems affecting their performance50. identify performance issues and bring these to the attention of the employees concerned51. identify obstacles to performance and support employees to overcome them52. agree revisions to planned actions when required53. maintain confidential records of your discussions with employees about problems affecting their performance54. agree coaching or mentoring arrangements with employees including what you will provide, timescales, the location, frequency and duration of meetings55. agree points when progress will be reviewed and how this will be measured and assessed56. explore the skills employees need to develop and the behaviours for change to meet the desired standard of performance during coaching conversations57. explore obstacles which could hinder employees' progress and how to remove these obstacles58. plan with employees how they can develop new skills and behaviours in a logical step-by-step sequence59. provide opportunities for employees to develop new skills and experiment with alternative behaviours60. encourage employees to identify and seize opportunities to apply their newly developed skills and behaviours to their work61. explore with employees any risks involved in applying their newly developed skills and behaviours to their work62. plan how to reduce any risks to levels acceptable to employees and the organisation63. identify and facilitate employees' access to the resources, information and advice they require for their development64. provide advice to employees based on your own knowledge and experience during mentoring conversations65. encourage and empower employees to take responsibility for developing and maintaining their own self-awareness, performance and impact66. encourage employees to reflect on their progress and clarify their thoughts and feelings about it67. monitor employees' progress in a systematic way, keeping records as required by your organisation68. provide specific feedback designed to improve employees' skills, reinforce effective behaviours and enhance their motivation to achieve the desired standard of performance69. agree with employees when they have achieved the desired standard of performance, or when they no longer require coaching or mentoring70. follow the legal, organisational, codes of practice and policies relevant to coaching or mentoring employees71. specify your organisation's customer-focused values72. engage colleagues and stakeholders in delivering products and services to customers73. establish customers' expectations in terms of products, services and the ways to deliver these74. design organisational processes to deliver products and services to customers' expectations75. manage organisational processes to deliver products and services to customers' expectations76. check that colleagues are briefed on processes and customers' expectations77. communicate colleagues' roles and responsibilities in meeting customer expectations, including any agreed standards of customer service78. empower colleagues to meet or beat customers' expectations79. provide training, support, supervision and other resources when required80. establish sustainable processes to support customers and resolve any problems81. monitor that the day-to-day behaviour of colleagues against your organisation's customer-focused values82. develop a culture which nurtures, respects, values, recognises and rewards employees who work in the 'front-line' directly with customers83. identify processes for monitoring levels of customer satisfaction with products, services and the ways these are delivered84. operate processes for monitoring levels of customer satisfaction85. evaluate the delivery of products and services to make recommendations for improvements86. demonstrate increasing levels of customer satisfaction with the organisation's products, services and processes87. follow the legal, organisational, codes of practice and policies relevant to delivering products and services to customers88. develop business continuity plans and arrangements by collaborating with colleagues, team members and stakeholders89. confirm the required aim, scope and objectives of business continuity plans and arrangements90. identify key products or services and the critical activities and resources that support them91. evaluate the resilience of the structures and processes of the organisation and external organisations92. identify and assess alternative strategies to mitigate the effects of business disruption or emergencies93. develop business continuity plans and arrangements that can mitigate the effects of business disruption or emergencies94. produce a framework for business continuity management, co-ordination and control95. develop procedures for determining when the business continuity plan must be invoked96. define roles and responsibilities of colleagues and team members involved in business continuity management, co-ordination and control97. outline prioritisation of organisational processes or services98. develop procedures for activating response arrangements99. agree provision of resources to support business continuity plans100. provide resilient information and communications systems101. check that the resources committed to business continuity management are proportionate to the potential impact of business disruption or emergencies102. present business continuity plans and arrangements to colleagues, team members and stakeholders to promote understanding103. establish the ownership of business continuity plans and arrangements within different business units104. communicate business continuity plans and arrangements to colleagues, team members and other stakeholders105. arrange training for colleagues and team members106. provide exercises to validate and practice business continuity plans and arrangements107. 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 exercises108. define customer-focused organisational values and beliefs109. assess the level of customer service your organisation is currently providing110. produce plans to put customers at the heart of achieving your organisation's vision and strategic objectives111. communicate your plans to key stakeholders and decision-makers to secure their agreement to your approach112. review processes and systems throughout the organisation to ensure they are customer-focused113. communicate your plans for embedding customer-focused approaches to colleagues to gain their commitment114. develop employee skills, behaviours and attitudes to build a culture that puts customers first115. implement processes and systems that reinforce staff commitment to providing service that meets or beats customers' expectations116. establish collaborations with other organisations to maintain and improve services to customers, where appropriate117. undertake joint activities with customers to identify improvements to the level of customer service provided by your organisation118. model behaviour that shows, and inspires employees to show, respect, helpfulness and cooperation119. analyse the level of customer service your organisation is providing at specified intervals, in accordance with your plan120. make improvements to the level of customer service provided by your organisation based on analysis and feedback121. follow the legal, organisational, codes of practice and policies relevant to developing a customer-focused organisation122. engage colleagues and stakeholders in developing and implementing marketing plans123. identify and prioritise marketing objectives for your area of responsibility124. check that marketing objectives are consistent with your organisation's overall business plan, culture, vision and values125. consider the needs of other areas of your organisation when developing marketing objectives126. obtain advice and support from marketing specialists and those providing marketing services, as required127. engage colleagues within your organisation and stakeholders in developing understanding of your markets and customers128. review the available customer data and information129. review the available data and information about your markets130. carry out research to develop understanding of your organisation's markets and customers131. evaluate information on current and potential markets for your products and services to identify the characteristics that distinguish market segments132. evaluate current and potential customers to identify their behaviour, needs and expectations133. evaluate the extent to which current and potential customers' needs and expectations are being met by your organisation's or competitor's products and services134. evaluate current and potential developments in your sector, including competitors' activities135. evaluate opportunities to enter new markets136. assess the opportunities to introduce innovations that meet customers' needs137. 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 services139. provide data and information about markets and customers to help managers take decisions140. develop marketing plans and budgets for the achievement of the strategies, setting out clear actions, risks, contingencies, responsibilities and milestones141. discuss marketing plans and budgets with senior management and stakeholders142. confirm the commitment of senior management and stakeholders to your marketing plans and providing the necessary employees and resources143. identify and access the employees and other resources required for your marketing plans144. communicate your marketing plans to ensure the understanding and commitment of colleagues and the support of stakeholders145. ensure that those involved in implementing marketing plans understand their individual responsibilities and are committed to achieving objectives146. provide training, support and supervision to enable colleagues to carry out their responsibilities147. implement marketing plans as agreed, whilst responding flexibly to responses from customers and changes in the markets, including competitor activity148. monitor the implementation and performance of your marketing plan against milestones and budgets149. take action to address any significant variances in performance against the plan150. report on the performance of your marketing plans to senior management and stakeholders151. seek authority to make any significant changes to marketing plans, where required152. evaluate the implementation of your marketing plans and use the information to improve future marketing planning153. follow the legal, organisational, codes of practice and policies relevant to your role and the activities being carried out to develop and implement marketing plans154. define your objectives for collaboration with relevant professionals and stakeholders155. identify contacts and organisations that support your current work and provide future opportunities156. create professional networks of contacts which meet your current needs for information and resources157. compare your own and your colleagues' expectations of professional relationships158. identify preferred ways of communication with your networks of contacts159. develop your professional connections to meet your current and future needs for information and resources160. outline your knowledge, skills and competence with your professional connections161. provide information about the benefits of collaboration with you162. assess opportunities presented by your networks of contacts163. maintain boundaries of confidentiality between yourself and your networks of contacts164. agree guidelines for exchanging information and resources following your organisational policies165. encourage your colleagues and team members to share information and knowledge in accordance with confidentiality166. develop your professional connections in conjunction with your priorities and needs167. select communication media channels and styles to suit different contacts and professional sectors168. deliver your position and views where there are differing opinions169. use the range of digital technologies for engagement, communication and maintaining your professional connections170. use the information and resources gained through your professional networks to enhance your work171. comply with legal requirements, industry regulations, organisational policies and professional codes of practice172. evaluate opportunities to work collaboratively with other departments to improve overall organisational efficiency and effectiveness173. identify departments and organisations that share common or complementary objectives to determine the feasibility of collaboration174. 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 involved175. create a climate of trust and mutual respect where you have no authority, or shared authority, over those you are working with176. agree the aims and objectives of collaboration with other departments and organisations and the benefits for each collaborator177. outline the resources each department and organisation will commit to collaborations178. plan the actions each department and organisation will complete and when179. define the expected outcomes and levels of service when collaborating180. identify the risks involved in collaborations and how these will be managed181. set up arrangements for communicating and reporting on progress182. plan how and when you will review the effectiveness of your collaborations183. complete actions within the agreed time and to the agreed quality184. inform the other departments and organisations if you are unable to complete actions and the reasons for this185. explore difficult situations and issues from other departmental and organisational perspectives and provide support to move things forward186. provide reports, and receive reports from, the other departments and organisations according to arrangements agreed187. provide feedback to the other departments and organisations to help them to perform effectively and reinforce their commitment and enthusiasm for collaboration188. process information supplied by the other departments and organisations in accordance with arrangements and relevant legislation189. review the effectiveness of your collaboration at agreed times and the extent to which the aims and objectives have been achieved190. evaluate the actions carried out by each department and organisation, any deviations from the actions agreed and reasons for these191. identify any failures or mistakes, the reasons for these and ways of avoiding these failures or mistakes in the future192. assess the collaboration costs and identify ways that costs may be reduced in the future193. compare the benefits to each department and organisation, the value of these benefits and how mutual benefits may be increased in the future194. agree the extent that expectations of each department and organisation have been met195. recommend changes to make your collaboration more effective in the future196. follow the legal, organisational, codes of practice and policies relevant to collaborative working197. establish working relationships with relevant colleagues within your organisation198. use relevant tools and technologies for managing different teams, including office-based, dispersed, remote or hybrid199. recognise and respect the roles, responsibilities, interests and concerns of colleagues200. create a climate of trust and mutual respect where you have no authority, or shared authority over your colleagues201. explore difficult situations and issues from colleagues' perspectives and provide support to move things forward202. provide colleagues with appropriate information to enable them to perform effectively203. consult colleagues about key decisions and activities, taking account of their views204. fulfil the agreements made with colleagues205. advise colleagues of difficulties, or where it will be impossible to fulfil agreements206. identify and resolve conflicts of interest and disagreements with colleagues in ways that minimise damage to work activities and to the individuals involved207. monitor and review the effectiveness of working relationships with colleagues to identify areas for improvement208. provide feedback to improve your colleagues performance209. analyse the feedback you have received to improve your own performance210. identify external stakeholders and the nature of their interest in the activities and performance of your organisation211. establish working relationships with internal and external stakeholders212. recognise and respect the roles, responsibilities, interests and concerns of stakeholders and, particularly in situations of matrix management, their managers requirements213. evaluate difficult situations and issues from stakeholders' perspectives214. provide support, where necessary, to move difficult situations forward215. provide stakeholders with appropriate information to enable them to perform effectively216. consult stakeholders about key decisions and activities and take account of their views, including their priorities, expectations and attitudes to potential risks217. fulfil agreements made with internal and external stakeholders218. advise stakeholders promptly of any difficulties or where it is not possible to fulfil the agreements made219. identify and resolve conflicts of interest and disagreements with stakeholders in ways that minimise damage to work activities and to the stakeholders involved220. monitor and review the effectiveness of working relationships with stakeholders to identify areas for improvement221. gather feedback to improve your own and stakeholders' performance222. monitor wider developments to identify issues of potential interest or concern to stakeholders in the future223. identify new stakeholders to build working relationships with224. follow the legal, organisational, codes of practice and policies relevant to developing and sustaining productive working relationships with colleagues and stakeholders225. engage employees in your area of responsibility in developing their knowledge226. identify where key knowledge is created, developed and shared in your area of responsibility227. specify how information is made available to other departments or organisations228. identify and access networks, communities and other sources of knowledge relevant to your area of responsibility229. implement agreed standards and processes that support knowledge creation, development, sharing and capture to ensure that valuable knowledge is recorded230. provide systems and tools to support the development, recording and sharing of knowledge231. provide training, support and guidance to allow employees to use knowledge management systems and tools effectively232. identify where work practices and behaviours hinder effective knowledge development and sharing233. implement changes to improve knowledge development and sharing, when required234. encourage employees to share knowledge and use knowledge management standards, systems, tools and processes235. evaluate knowledge management risks and take action to manage them236. protect intellectual property from unauthorised use237. identify the information and knowledge employees require238. communicate information and knowledge to those who require it, in accordance with policies239. identify how employees prefer to receive information and knowledge and what media, languages, styles, timing and pace are most appropriate240. check that the information and knowledge you are communicating are current, accurate and complete in line with your organisation's requirements241. take action to minimise any interference or disruption to your communication242. communicate in ways that help employees to understand the information and knowledge you are communicating and their relevance243. use a variety of techniques to gain and maintain employees' attention and interest and help them retain information and knowledge244. adjust and fine-tune your communication in response to both verbal and non-verbal feedback245. state the level of confidence that can be placed in the information and knowledge you are communicating246. explain jargon, technical terms or abbreviations247. confirm that employees have received and understood the information and knowledge you have communicated248. 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 it249. implement improvements to knowledge management standards, systems, tools and processes250. follow the legal, organisational, codes of practice and policies relevant to developing knowledge and communicating information251. develop operational plans in collaboration with colleagues from your area of responsibility and other key stakeholders252. develop operational plans that are consistent with organisational values and strategy and the specific objectives of your area of responsibility253. identify synergies with other areas within the organisation when developing operational plans254. compare innovative approaches and tried-and-tested solutions when developing plans255. identify resource requirements and their availability both now and in the future256. define indicators and methods for monitoring and evaluating the plans257. communicate operational plans to secure colleague commitment and the support of other key stakeholders258. review operational plans, in the light of changes to organisational strategy and the operating environment259. specify risk management activities that take account of the size and nature of your organisation260. develop your organisation's written risk management policy, including a statement of risk appetite and responsibilities for risk management261. confirm that your organisation's risk management policy has management support and is clearly communicated across the organisation and to other stakeholders262. define, and periodically review, risk criteria for your organisation, considering the views of relevant people across the organisation and stakeholders263. evaluate current and planned organisational activities to identify potential risks, the nature of the risks, the probability of occurrence and consequences264. produce a risk profile for your organisation and, taking account of your organisation's risk criteria and other relevant information265. prioritise identified risks following your organisation's procedures266. communicate risk information to colleagues and stakeholders to enable decisions and actions to be taken in terms of accepting or treating the risks267. allocate resources to enable effective risk management268. provide support for colleagues to integrate risk management into strategic and operational plans and activities269. collect information about how identified risks have been or are being dealt with, including contingency plans which have been put in place270. develop an organisational culture in which people are risk aware but are prepared to take acceptable risks and to make and learn from mistakes271. seek specialist support on risk management issues, where necessary272. maintain the risk management process in your organisation, identifying potential improvements and making changes where necessary273. follow the legal, organisational, codes of practice and policies relevant to your role in developing operational plans and managing risks274. monitor trends and developments in your professional sector and area of expertise275. evaluate the impact of trends and developments on your work role276. assess the current and future requirements of your work role in accordance with the vision and objectives of your organisation277. 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 emotions279. identify your own strengths and limitations280. identify your learning and development needs281. agree a development plan which addresses identified gaps in your knowledge, skills and competence282. agree a development plan which supports your own career and personal goals283. undertake the activities agreed in your development plan using preferred learning methods284. seek new sources of support, when necessary285. access available learning and development resources to support development activities286. evaluate how learning and development activities have contributed to your performance287. request objective, specific and valid feedback on your performance from colleagues, team members and customers288. collate and analyse the feedback and take appropriate actions, where required289. update your development plan in the light of your performance, development activities undertaken and any wider changes290. reflect on your learning and work experiences in your continuing professional development (CPD) records291. engage colleagues, team members and other stakeholders in developing your organisation's values and culture in line with the organisation's vision and strategy292. agree values consistent with your organisation's overall vision and strategy and the needs and interests of stakeholders293. identify the behaviours expected of colleagues and team members aligned with its culture and values294. communicate the agreed values to colleagues and team members across your organisation295. encourage colleagues and team members to act in ways consistent both with organisational values and with their culture of origin296. formulate policies, programmes and systems to support the agreed values297. support colleagues and team members to demonstrate the values in their work298. demonstrate awareness of your own values, motivations and emotions299. identify colleagues' and team members' needs, feelings and motivations and take an active interest in their opinions300. role-model organisational behaviours and values to inspires colleagues and team members to show respect, helpfulness and cooperation301. monitor the way values are applied at work302. challenge behaviour and counter messages that conflict with the agreed values303. review your organisation's culture and redefine or reinforce values304. follow, and ensure others follow, legal requirements, industry regulations, organisational policies and professional codes305. develop your organisation's vision and strategies by engaging with the governing bodies, colleagues, strategic partners, shareholders, suppliers, customers and your community306. challenge opinions to encourage, generate and recognise innovative solutions307. formulate a vision based on an evaluation of the operating environment, the values of your organisation and the expectations of key stakeholders308. check that the vision aligns with your organisation's longer-term strategic goals309. communicate the vision to inspire stakeholders to commit to achieving it310. develop strategic business plans by engaging colleagues and key stakeholders311. establish and prioritise strategic objectives that are consistent with your organisation's vision and values312. identify programmes of activity capable of achieving the strategic objectives313. create a business plan to implement your organisation's strategic objectives314. evaluate potential risks and develop realistic plans to manage risks315. identify resource requirements and evaluate their availability both now and in the future316. develop policies that will guide the work of colleagues towards the achievement of the organisation's vision317. identify reliable measures and methods for monitoring and evaluating the plan318. communicate the strategic business plan to win the support and commitment of key stakeholders319. present ideas and arguments convincingly to engage people and create a common sense of purpose320. identify stakeholders' needs and interests and manage these effectively321. provide strategic direction and clear parameters that empower stakeholders to apply their energies and expertise creatively to achieve the vision322. monitor organisational performance against strategic business plans323. evaluate organisational performance against strategic business plans324. seek opportunities to improve your own performance325. balance risks against the benefits that may arise from taking risks326. review and redefine the vision, strategies and business plan to reflect changes in the operating environment327. follow the legal, organisational, codes of practice and policies relevant to your role when developing your organisation's vision, strategies and business plans328. monitor national and international legal, regulatory, ethical and social requirements and the effect they have on your organisation329. evaluate what will happen if you do not meet national and international legal, regulatory, ethical and social requirements330. develop policies and procedures to make sure your organisation meets all requirements331. check that colleagues understand organisational policies and procedures and the importance of putting them into practice332. monitor the way policies and procedures are put into practice and provide support333. support colleagues or team members to report any concerns about not meeting the requirements334. identify potential risks and hazards335. identify and raise ethical concerns with colleagues and decision-makers336. identify and correct failures to meet the requirements337. identify reasons for not meeting requirements338. encourage others to share information and knowledge within the constraints of confidentiality339. adjust policies and procedures to reduce the likelihood of failures in the future340. implement difficult or unpopular decisions when necessary to ensure compliance341. provide full reports about any failures to meet the requirements to key stakeholders342. provide information and knowledge to support compliance with legal, regulatory, ethical and social requirements343. engage your colleagues and team members to support evaluation of your organisation's operating environment344. engage stakeholders to support evaluation of your organisation's operating environment345. monitor political, economic, social, technological, legal and environmental trends and developments and evaluate their impact on your organisation346. monitor needs, behaviours and expectations of existing and potential customers and evaluate their impact on your organisation347. monitor the activities of existing and potential competitors and collaborators and evaluate their impact on your organisation348. monitor and evaluate the impact of trends and developments within your organisation349. benchmark your organisation's performance and practices with comparable organisations nationally and internationally, where appropriate350. compare the strengths and weaknesses of your organisation to respond to opportunities and threats in existing and future work351. assess the implications or consequences of future scenarios352. specify the assumptions made and risks involved to understand future scenarios353. organise information and knowledge in a way that supports the strategic planning and decision-making354. structure information to facilitate organisational knowledge management355. develop systems to gather information and knowledge within agreed timescales and ethics356. maintain systems to manage information and knowledge357. identify the internal and external political factors that impact on your organisation's operating environment358. identify systemic issues and mitigate their impact on organisational performance359. assess future scenarios based on the analysis of trends and developments360. explore and assess the range of future scenarios within the environment in which your organisation operates361. follow the legal, organisational, codes of practice and policies relevant to your role when evaluating your organisation's operating environment362. inform employees about the standards of conduct and performance expected of them363. identify your organisation's procedures for dealing with misconduct or unsatisfactory performance364. seek support from colleagues, human resources or legal specialists on implementing disciplinary and grievance procedures when required365. investigate and establish the facts relating to team members misconduct or unsatisfactory performance366. resolve cases of minor misconduct or unsatisfactory performance informally367. follow your organisation's formal disciplinary procedure in serious cases of misconduct or unsatisfactory performance368. share your organisation's procedure for raising grievances with your team369. identify potential grievances and take preventative measures to resolve issues where possible370. recognise the role of employee representatives such as trade unions and ensure that they are included in the process371. use an informal approach to resolve employee concerns, problems and complaints where possible372. follow your organisation's formal grievance procedures if an employee raises a grievance in writing373. maintain records related to disciplinary and the grievance processes and store these confidentially in line with organisational procedures374. evaluate your organisation's disciplinary and grievance procedures to identify improvements375. follow the legal, organisational, codes of practice and policies relevant to your role and the activities being carried out376. identify opportunities for innovation and improvement through collaboration with colleagues and team members377. identify potential new ideas in collaboration with external experts and other organisations378. monitor trends and developments in your organisation's operating environment379. monitor the performance of your organisation's products, services and processes380. benchmark your organisation's products and services with comparable organisations381. develop potential new products, services, markets, or processes382. manage improvements to existing products, services and processes383. encourage, generate and recognise imaginative and innovative solutions from colleagues and team members384. agree clear criteria for evaluating potential innovations and improvements with key stakeholders385. gather sufficient, valid information to allow potential innovations and improvements to be evaluated386. gather, store and retrieve information within the budget and timescales agreed387. evaluate potential innovations and improvements against agreed criteria388. present your evaluation findings to key stakeholders to help them appreciate the potential value of innovations and improvements389. communicate your evaluation to colleagues and team members to reinforce their commitment to seek opportunities for innovation and improvement390. defend the intellectual property rights of innovations by acting, where required391. follow the legal, organisational, codes of practice and policies relevant to your role when identifying and evaluating opportunities for innovation and improvement392. confirm the organisational objectives to be achieved393. identify and justify requirements for financial resources by engaging with stakeholders394. identify methods of achieving objectives395. evaluate the effectiveness and efficiency of methods to select the optimal method396. estimate the costs of the activities and overheads required to achieve objectives by the optimal method397. prepare the business case for your requirements for financial resources, specifying objectives and the benefits of achieving these objectives398. outline the proposed method, timescales for activities and costs involved in your business case399. perform cost benefit analysis400. specify the assumptions made, the risks and how these will be managed in your business case401. outline evaluation arrangements402. provide any alternative options considered but rejected as sub-optimal to stakeholders403. prepare alternative options for achieving objectives, in case your budget requirements are not approved404. present your business case to budget decision-makers, providing any further information or rationale required405. defend your business case, engaging the support of stakeholders and decision-makers406. seek approval for alternative options when your original business case for budget requirements is not accepted407. obtain feedback on your presentation of the business case from decision-makers to help improve future proposals408. communicate the decision on your budget requirements to stakeholders, explaining the reasons for any changes or alternative options adopted409. follow the legal, organisational, codes of practice and policies relevant to your role when identifying and justify requirements for financial resources410. engage employees and other stakeholders in implementing changes411. initiate your organisation's plans for change in line with agreed timescales and available resources412. delegate responsibilities to colleagues in line with your plans413. provide support and encouragement to colleagues implementing changes414. arrange training and support for colleagues impacted by changes415. implement your organisation's agreed contingency plans when required416. take contingency actions in the event of risks or situations of crisis417. identify, evaluate and resolve any problems or obstacles that arise418. maintain the continuity of business activities during periods of change419. monitor progress against your plans and take action in response to any significant variances420. communicate progress and provide opportunities for people to give feedback421. provide recognition for colleagues and teams who achieve results422. check that change management meets the requirements of your organisation423. engage employees and other stakeholders in evaluating changes424. evaluate the change process against the success criteria agreed with stakeholders425. establish the reasons for any failure to meet the success criteria in full426. assess the impact on those involved in the changes427. identify any unanticipated benefits or disadvantages arising from the change and the reasons for these428. review the change process, including any deviations from original plans429. identify the lessons to be learned for future changes430. calculate the net value of the change and determine whether it meets the expectations of stakeholders431. communicate the findings of your evaluation to stakeholders with recommendations for any further changes required432. the legal, organisational, codes of practice and policies relevant to your role and implementing and evaluating changes433. communicate your strategic business plan to colleagues and key stakeholders to engage their understanding and support434. delegate responsibilities for achieving strategic objectives to individuals and gain their commitment to achieving them435. evaluate risks to the achievement of strategic objectives and take action to mitigate risks436. demonstrate your personal commitment by leading the achievement of key strategic objectives437. 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 timescales438. communicate operational plans to gain the understanding and support of colleagues and key stakeholders439. delegate responsibilities for achieving operational objectives to individuals and gain their commitment to achieving them440. provide the resources required to achieve the objectives in your strategic and operational plans441. hold employees to account for the achievement of the strategic and operational objectives delegated to them442. use agreed methods and measures to monitor implementation of your business plans443. provide advice, guidance and support towards achieving strategic and operational objectives, when required444. apply indicators and methods for monitoring progress against your business plans at agreed intervals445. evaluate variances from your business plans and the reasons for significant variances446. ask colleagues to explain variances and propose action to address significant variances447. 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 environment448. inform colleagues of adjustments to your plans and help them make changes to their own plans449. evaluate the implementation of your business plans to make recommendations that identify good practice and areas for improvement450. evaluate and agree with colleagues and key stakeholders the extent to which the objectives in your strategic and operational business plans have been achieved451. celebrate the achievement of strategic and operational objectives and recognise the contributions of those involved452. analyse the reasons for any shortfalls in the achievement of strategic and operational objectives to inform the development and implementation of future business plans453. follow the legal, organisational, codes of practice and policies relevant to implementing and evaluating business plans454. establish the purpose and objectives of meetings455. prepare to lead meetings and identify who needs to participate456. use the relevant tools and technologies for conducting the meeting face-to-face or remotely457. invite participants, giving them sufficient notice to enable them to attend458. state the importance of the meeting, the role participants will be expected to play459. circulate information in advance to enable participants to review and prepare460. consult with relevant colleagues and prepare to represent their interests and opinions461. brief participants on the content and purpose of meetings and their roles, when required462. set time for meetings to begin and end and allocate time for each agenda item463. check that all participants understand why they are present and what is expected of them464. clarify specific objectives at the beginning of each agenda item465. present information at meetings to develop the understanding of other participants466. present your opinions and the interests of those you are representing persuasively, providing evidence to support your case, where required467. encourage all participants to make contributions from their perspectives, whilst acknowledging and building on their contributions468. re-focus attention on the objectives of the meetings when unhelpful comments and digressions occur469. identify any issues emerging from discussions which impact on your area of responsibility470. propose and evaluate possible solutions which meet the needs of your area of responsibility, other teams and your organisation471. acknowledge and constructively discuss information and opinions provided by your colleagues472. clarify decisions taken on the various agenda items, where necessary473. manage time flexibly, giving more time to agenda items, if necessary, whilst ensuring key objectives are met474. inform participants of changes in meeting agendas when these happen475. summarise discussions at key points during meetings476. allocate action points to participants at the end of each agenda item477. take decisions within the meeting's authority, remit or terms of reference478. observe any formal procedures or standing orders that apply to the meeting in accordance with your organisation's requirements479. check that decisions and action points are recorded and communicated to participants480. evaluate whether the purpose and objectives of the meetings have been achieved481. identify how future meetings could be improved482. follow the legal, organisational, codes of practice and policies relevant to your role when leading meetings to achieve objectives483. define your organisation's direction by engaging with colleagues, team members and other stakeholders484. assess and analyse current trends, opportunities and risks to your organisation485. present the outcomes of your analysis to senior management representatives486. facilitate discussions with senior management to secure commitment and expertise to achieving results487. communicate and reinforce your organisation's purpose, values and vision across the organisation488. communicate your organisation's purpose, values and vision to external stakeholders489. evaluate the impact of your organisation on the environment, the local community and society490. identify the benefits of your organisation's impact on the environment, local community and society491. develop organisational plans that support your organisation's purpose, values and vision492. identify specific details that are critical to achieving the results493. develop methods of managing organisational difficulties and challenges494. develop a range of leadership styles and apply them when leading and managing different stakeholders and situations495. identify and evaluate colleagues' and stakeholder's needs and motivations496. provide support to help colleagues achieve their objectives497. protect your colleagues and team members from negative impacts498. recognise individual and team successes and achievements499. encourage colleagues to take responsibility for decision making and their own development needs500. provide individual and team support, advice and guidance when required, especially during periods of setback and change501. motivate colleagues, team members and stakeholders to present their own ideas502. empower colleagues and team members to develop their own ways of working within agreed boundaries503. encourage colleagues to take the lead when they have the relevant knowledge and expertise504. follow other peer leaders and learn from their professional expertise and leadership styles505. develop and maintain trust and support across the organisation and stakeholders506. create your organisation's culture that encourages creativity and innovation through role-modelling507. request regular feedback on your performance508. analyse feedback to plan and implement personal performance improvements509. monitor activity progress in different areas or departments of your organisation510. communicate the standards of work and behaviours expected from team members511. help team members understand how the roles of different team members interface, complement and support each other512. plan how overall objectives can be achieved, identifying any priorities or priority activities513. review employees' existing workloads to make the best use of the available resources514. delegate responsibilities to employees on a fair basis taking account of their skills, knowledge and competence, backgrounds and experience515. identify opportunities for employees' development516. agree smart (specific, measurable, agreed, realistic and time-bound) objectives with employees, including the standard of performance expected517. agree with employees how and when progress towards, and achievement of, objectives will be monitored, reviewed and evaluated518. check that employees are committed to achieving their objectives and understand their unique contribution to team and organisational objectives519. discuss and agree effective methods for achieving individual objectives and the resources, support and supervision required520. provide employees with the resources, support and supervision agreed521. monitor progress against objectives and evaluate performance against the standard expected at agreed times522. provide employees with constructive feedback to maintain and improve their performance523. identify any unsatisfactory performance, discuss the causes and agree ways of improving performance with the employees concerned524. recognise successful achievement of objectives in line with your organisation's policy525. review plans, responsibilities and objectives as agreed and following any significant changes to organisational plans and objectives526. communicate plans, responsibilities and objectives and any changes to those affected527. check the quality of team members work outputs against the standard of performance expected528. motivate team members to complete their allocated work on time and to the quality standard required529. provide additional support and resources team members require to complete their work on time and to the quality standard required530. motivate team members to maintain and continuously improve their performance531. use information collected on the performance of team members in formal appraisals of performance532. identify potential conflicts between team members and take preventative action to avoid these533. encourage team members to resolve their own problems and conflicts amongst themselves534. manage conflicts when the team members concerned are not able to resolve the conflicts themselves535. acknowledge and show respect for team members' emotions regarding the conflict and manage any negative emotions536. investigate the causes of the conflict, giving all parties opportunities to present the facts and their perceptions about the conflict537. agree with team members how to resolve the conflict, without apportioning blame538. accept help from colleagues or specialists, where necessary539. maintain complete, accurate and confidential records of conflicts and their outcomes, in line with organisational policy540. follow the industry legal, organisational, codes of practice and policies relevant to your role in managing and quality assuring the work of your team541. engage colleagues and stakeholders to provide information related to budget planning and management542. gather information to plan budgets for your area of responsibility, activities or projects543. identify organisational key performance indicators (KPIs)544. evaluate information to prepare forecasts for your area of responsibility, activities or projects545. produce budget proposals based on your evaluation of the information gathered546. submit your proposed budgets for decision-makers approval clearly specifying assumptions made, risks involved and how these will be managed547. negotiate the proposed budgets with decision-makers to agree final budgets548. use the agreed budgets to monitor and control performance for your area of responsibility, activities or projects549. identify the causes of any significant variances between what was budgeted and what happened550. take corrective action when required to manage budgets551. obtain agreement for corrective actions from decision-makers, if required552. track the budgets in response to variances, significant or unforeseen developments and propose revisions to them553. discuss and agree revisions with decision-makers554. provide reports on performance against the budgets to decision-makers555. identify and report evidence of potentially fraudulent activities in line with legal and organisational procedures, if required556. gather information from implementation of the budget to assist in the preparation of future budgets557. evaluate your budget management to identify and recommend improvements558. follow the legal, organisational, codes of practice and policies relevant to managing budgets559. identify your organisation's outputs to meet customer and stakeholder needs560. engage employees and stakeholders in managing business processes561. design business processes that deliver outcomes in line with organisational strategy562. identify the resources required for business processes563. secure the resources required for business processes564. assess business processes to ensure they make effective, efficient and sustainable use of resources565. identify and take account of factors that may affect how business processes work566. link business processes so that they interact across the organisation to form a complete system567. define employees' roles and responsibilities within business processes568. identify the training, support and supervision requirements for teams and employees569. provide training, support and supervision to enable employees to carry out their defined roles and responsibilities570. develop measures to manage business processes effectively571. implement measures to manage business processes effectively572. review business processes at regular intervals, and in light of changes in customer needs or organisational strategy573. identify how the processes can be improved574. plan improvements to business processes575. implement improvements to business processes576. follow the legal, organisational, codes of practice and policies relevant to your role and the activities being carried out to manage business processes577. communicate the different types of conflict management and dispute resolution processes available to your organisation578. identify differences in expectations and working methods of employees from different backgrounds579. promote ways of managing differences that take account of different expectations580. create a climate of trust and mutual respect581. compare difficult situations from different employees' perspectives to understand the conflicts582. identify any issues with organisational structures, systems or procedures that are likely to give rise to conflict583. resolve any issues with organisational structures, systems or procedures creating conflict584. identify potential conflicts across the wider organisation or with other organisations and take preventative action to avoid these585. encourage the employees concerned to resolve their own problems and conflicts amongst themselves586. take action to act as a third-party mediator to deal with conflicts when the employees concerned are not able to resolve the conflicts themselves587. demonstrate respect for employees' emotions regarding the conflict588. manage any negative emotions in yourself and the parties involved589. agree how to resolve the conflict with all parties, without apportioning blame590. comply with organisational and legal requirements when resolving conflicts591. follow the legal, organisational, codes of practice and policies relevant to managing conflict in the broader working environment592. engage colleagues and key stakeholders in managing continuous improvement593. specify valid and reliable measures for evaluating the performance of your organisation594. set up systems for collecting and assessing information on the overall performance of the organisation595. identify the cause and effects of problems and changes596. identify opportunities where performance could be improved using information on the overall performance of the organisation597. establish an organisational culture where people freely make suggestions for improvements598. encourage customers, suppliers and other key stakeholders to provide feedback on your organisation's performance and suggest improvements599. benchmark the performance of your organisation against other comparable organisations600. identify improvements that are beneficial to your organisation, its customers and other key stakeholders601. create action plans based on feedback and the benchmarking findings602. agree continuous improvement actions with decision makers603. implement actions to improve organisational performance604. share knowledge and understanding of how improvements have, or can be made, across your organisation605. check that any improvements made are aligned to the organisation's vision and objectives606. 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 deliver607. follow the legal, organisational, codes of practice and policies relevant to your role and the activities being carried out to manage continuous improvement608. review your organisation's CSR policy and objectives by engaging with colleagues and stakeholders609. develop your organisation's CSR policy and objectives by collaborating with colleagues610. evaluate the impact of your organisation on the environment, sustainability, the local community and society as a whole611. identify ways in which your organisation's impact can be more beneficial612. check that your CSR policy and objectives reflect your organisation's vision and values and its legal, ethical, social and environmental responsibilities613. communicate your CSR policy and its benefits to colleagues and stakeholders614. 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 environment616. monitor compliance with your CSR policy and progress towards its objectives617. define actions to ensure that objectives are met618. provide advice, guidance and support towards achieving CSR objectives, when required619. report progress towards your CSR objectives to stakeholders and ask for feedback620. communicate the achievement of your CSR objectives to stakeholders621. revise your organisation's CSR policy and objectives, using results, feedback from stakeholders and changes in the operating environment622. engage colleagues and stakeholders in managing customer service623. establish measurable standards of customer service, considering customers' expectations and your organisation's resources624. organise colleagues and resources to meet customer service standards, taking account of varying levels of demand and likely contingencies625. measure colleagues competence to ensure they can deliver the required level of customer service626. provide training, support and supervision to colleagues when required627. communicate the standards of customer service that colleagues are expected to deliver628. outline colleagues' level of autonomy for responding to customers' requests and problems629. respond to customers' requests and problems referred to you630. seek advice from specialists and/or more senior managers, where necessary631. keep customers informed about the actions you are taking to deal with their requests and problems632. obtain feedback on staff and customer perceptions of the standards of customer service your organisation delivers633. monitor the customer service delivered, customers' requests, problems and feedback against your organisation's standards for customer service634. analyse your organisation's customer service data to identify the causes of problems635. identify opportunities for improving customer service based on feedback and monitoring636. recommend changes to processes, systems or standards to improve customer service637. follow the legal, organisational, codes of practice and policies relevant to managing customer service638. confirm your financial responsibilities, including the limits of your authority, with colleagues you report to639. engage key stakeholders in managing finance to achieve objectives for your organisation or area of responsibility640. evaluate financial information, your organisation's objectives and plans to identify priorities, potential problems and risks641. identify the finance required to achieve your organisation's objectives and plans642. access specialist financial expertise, where required643. evaluate the costs, benefits and risks of different types of finance644. select the types of finance which meet the needs of your organisation, taking account of levels of acceptable risk and views of stakeholders645. identify and evaluate potential providers of finance646. submit clear, evidenced and convincing proposals, bids or applications to potential providers of finance647. request updates on progress to secure finance from providers648. make formal agreements with providers of finance, specifying amounts, timing, costs and repayment schedules649. discuss and negotiate delegated budgets with colleagues and agree provisional budgets650. 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 managed651. discuss and negotiate the proposed master budget with decision-makers652. communicate the final budget to colleagues in your area or senior managers653. delegate responsibility for budgets for clearly defined activities to colleagues, providing ongoing support and resources as required654. identify any shortfall in the level of finance obtained and take appropriate action655. put contingency plans in place to deal with any problems in finance being made available and any changes to the level of finance required656. establish systems to monitor and evaluate performance against delegated budgets and the master budget and put contingency plans in place657. identify the causes of any significant variances between proposed versus actual budget658. take corrective action, obtaining agreement from decision-makers, if required659. propose revisions to the master budget, if necessary, in response to variances and/or significant or unforeseen developments660. agree master budget revisions with decision-makers661. report on the financial performance of your area to decision-makers662. link operational targets with financial results663. monitor the financial agreements with providers, identifying and making changes where necessary664. advise relevant employees promptly if you have identified evidence of any potentially fraudulent activities665. review the financial performance of your organisation or area and identify improvements to be implemented in the future666. follow the legal, organisational, codes of practice and policies relevant to managing financial resources and obtaining finance667. consult staff, their representatives and other stakeholders in developing and managing flexible and remote working arrangements668. 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 values669. evaluate opportunities to introduce flexible and remote working arrangements to support business processes and the achievement of objectives670. consider the impact of flexible and remote working arrangements on your own work activities, the management of your area and other parts of your organisation671. introduce flexible and remote working arrangements in consultation with staff, their representatives and other key stakeholders672. confirm that flexible and remote working arrangements are compatible with the workload of the team and the achievement of objectives673. provide your organisation's flexible and remote working policy to staff674. confirm that staff understand their rights under flexible and remote working legislation and the flexible working arrangements675. consider requests for flexible and remote working from staff and seek to accommodate these, where possible676. agree to trial and review flexible and remote working arrangements, when required677. 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 requirements678. manage appeals to decisions to refuse a flexible and remote working request in line with your organisation's policy and legal requirements679. arrange support from specialists, where necessary680. review flexible and remote working arrangements to recommend improvements681. follow the industry legal, organisational, codes of practice and policies relevant to your role in managing flexible and remote working682. engage colleagues and stakeholders in developing, implementing and maintaining information, knowledge management and communication systems683. establish the current and likely future information, knowledge and communication needs of employees within your organisation or area of responsibility and other stakeholders684. establish the levels of security required for information, knowledge and communication systems685. evaluate the capability and capacity of existing information, knowledge and communication systems to meet current needs686. evaluate the capability and capacity of existing information, knowledge and communication systems to meet likely future needs, and identify changes and enhancements687. evaluate the capability of technologies and suppliers to meet current and likely future information, knowledge and communication needs688. select technologies and suppliers capable of meeting current and likely future information, knowledge and communication needs to the level of security required within resource constraints689. implement any new or modified protocols to allow information, knowledge and communication systems to be used effectively and securely690. evaluate the training and on-going support required to enable employees to use information, knowledge and communication systems effectively, efficiently and securely691. develop and implement plans to introduce changes and enhancements to information, knowledge and communication systems that minimise adverse impacts on business activities692. enable employees to benefit from the changes and enhancements693. provide user training and on-going support required694. ensure maintenance and updating of information, knowledge and communication systems is carried out as required by your organisation695. monitor the security of systems and their effectiveness in meeting employees' information, knowledge and communication needs, and take effective action to address any problems696. identify where key knowledge is created, developed, shared and transferred and how it adds value to your organisation or area of responsibility697. define and gain support for strategies to facilitate the creation, maintenance and sharing of organisational knowledge698. specify standards and processes that support knowledge creation, development, sharing and capture to ensure that valuable knowledge is recorded699. provide systems and tools to support knowledge management and sharing700. ensure employees have the necessary guidance and competence to use systems and tools effectively701. identify where organisational culture, values, work practices and behaviours hinder effective knowledge management and sharing, and any changes required702. implement changes in organisational culture, values, work practices and behaviours to enable effective knowledge management and sharing703. encourage senior managers and key influencers within your organisation to act as role models in using knowledge management standards, systems, tools and processes704. implement effective systems and procedures to protect intellectual property from unauthorised use705. identify and implement processes that promote effective knowledge management and sharing and communicate the benefits of doing so706. monitor and review progress in embedding a culture of knowledge management and sharing in your organisation and plan any essential changes707. evaluate and record the value of knowledge management and sharing to the organisation708. follow the legal, organisational, codes of practice and policies relevant to managing information, knowledge and communication systems709. engage resource users to identify and obtain the physical resources required710. evaluate past patterns of resource use and trends711. identify developments likely to affect future demand for resources712. prepare specifications for the resources required713. identify the range and quantity of resources required for the planned activities in your area of responsibility, including contingencies714. identify sustainable resources and ensure their effectiveness and efficiency to meet specified needs715. produce a business case for the resources required, showing the costs and expected benefits716. agree adjustments to your planned activities, where the required resources cannot be obtained in full717. negotiate with suppliers to ensure they deliver resources of the required quality on time718. agree the use of shared resources with other teams, considering the needs of the different parties and the objectives of your organisation719. engage resource users to plan how they can be used most efficiently720. plan to use resources in ways that are effective, efficient and minimise any adverse impact on the environment721. maintain the security of resources and monitor that they are used safely722. ensure that resources no longer required are disposed of with minimal adverse environmental impact723. monitor the quality of resources and patterns of resource use in line with your organisation's requirements724. identify and deal with any significant variances between actual and planned resource use725. follow the legal, organisational, codes of practice and policies relevant to managing physical resources726. establish overall programme or project objectives and link these to strategic goals727. discuss and agree the objectives and scope of programme or project with sponsors and stakeholders728. confirm the available resources with the sponsors and stakeholders729. identify how the proposed programme or the project fit with the overall vision, objectives and plans of your organisation730. develop a programme or a project plan in consultation with project team members731. agree the programme or the project plan with sponsors and stakeholders, making changes, where necessary732. brief project team members on the final programme or project plan and their roles and responsibilities733. provide ongoing support, encouragement and information to project team members734. deploy resources in line with the requirements and priorities of the programme or a project735. implement processes and resources to manage potential risks arising from the project and deal with contingencies736. implement the programme or project plan, selecting and applying project management tools and techniques to monitor, control and review progress737. establish the contribution different stages of the programme or the project to achieve the overall objectives738. assess and manage risks for different milestones of the programme or the project739. ensure your colleagues fulfil their responsibilities for the achievement of different stages of the programme or the project740. monitor the programme or the project to ensure it achieves its objectives on time and within budget741. communicate progress and results of the programme or the project and its different stages to colleagues and stakeholders742. change the programme or project plan to respond to problems encountered or changes to organisational objectives743. obtain agreement to programme or project plan changes from project sponsors and other stakeholders, where necessary744. deliver programme or project objectives on time and within budget745. confirm satisfactory completion of the project with the project sponsor and any key stakeholders746. make recommendations which identify good practice and areas for improvement747. evaluate the success of the project, identifying what lessons can be learned and shared748. celebrate the completion of the project, recognising the contributions of project team members749. follow the legal, organisational, codes of practice and policies relevant to your role and the activities being carried out to manage programmes or projects750. ensure that your organisation's quality standards can deliver the quality of products and services your customers expect751. check that quality standards allow you to obtain any expected quality marks, awards or accreditation752. confirm that quality standards are in line with your organisation's values, aims and objectives753. establish systems, plans and resources to ensure quality standards are met and maintained754. specify staff roles and responsibilities in meeting quality standards755. check that staff are competent to fulfil their specified roles756. identify and assess risks of shortfalls in the quality of processes, products and services757. mitigate risks by taking preventative action in line with organisational procedures758. encourage colleagues to take personal responsibility for achieving quality standards and to address or report any actual or potential shortfalls759. 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 standards760. provide feedback to motivate colleagues to maintain quality standards and improve performance761. detect and record any shortfall in the quality of processes, products and services762. investigate the causes of shortfalls and take corrective action within the required timescales763. report quality performance, including shortfalls and corrective actions taken, to stakeholders within agreed timescales764. encourage customers and colleagues to identify and recommend improvements to your quality assurance system765. develop plans to implement quality improvements which deliver significant benefits at reasonable cost and acceptable level of risk766. agree quality action plans with decision makers767. follow the legal, organisational, codes of practice and policies relevant to managing quality assurance systems768. seek support from colleagues or human resources specialists to manage redundancies when required769. provide accurate information on your organisation's redundancy policy and the appeals procedure to staff in your area of responsibility770. justify the reasons for the redundancies771. outline the consultation process for the redundancies with staff and their representatives772. confirm the number of employees being dismissed for reasons of redundancy773. outline the methods and criteria used to select employees for redundancy774. provide information about the alternative employment opportunities775. specify the learning opportunities, counselling or support available776. confirm the process and timescale for the redundancies777. confirm the method of calculating any redundancy payments778. inform employees selected for dismissal for reasons of redundancy clearly, considerately and confidentially779. interview employees being dismissed for reasons of redundancy to understand their experience of working in the organisation and of the redundancy process itself780. demonstrate empathy with staff needs, feelings and motivations and take an active interest in their concerns781. maintain the confidence and morale of remaining staff by sharing information about the process, in line with your organisation's confidentiality requirements782. comply with your organisation's redundancy policy and current legislation throughout the process783. maintain accurate records of the redundancy process and store these confidentially following organisational procedures784. evaluate the redundancy process with colleagues or human resources specialists785. identify areas for improvements in the redundancy process786. confirm the information your team requires from you, other team members and other teams, and when they need it787. discuss the preferred communication media and styles for different employees and situations in your team788. agree the information your team need to provide to you, other team members and other teams, and when they need to provide it789. outline when your team should discuss their work and issues with you, other team members and other teams790. select the media and styles of communication that will be used791. agree team communication methods which meet their needs and match organisational targets, resources, and available technology792. agree the individual team contacts for specific work activities793. agree the communication methods to be used in urgent or exceptional circumstances794. provide information to your team as and when they need it795. monitor that your team provide you, other team members and other teams with the information they need, when they need it796. provide opportunities for team members to discuss their work and issues arising with you797. identify the key communication challenges for remote, virtual workers with stakeholders798. review the resource requirements for providing communication tools and processes for remote, virtual working with stakeholders799. identify, develop and maintain effective tools and processes to support remote, virtual teams800. identify networks, processes and systems that allow employees to connect to information and knowledge remotely801. provide guidelines, training, coaching and support to facilitate and encourage effective use of communication tools and processes802. provide guidelines to facilitate interactive collaboration between internal and external stakeholders803. check that team members understand and adhere to regulatory, professional and commercial requirements804. resolve records management issues arising from communication and remote/virtual working805. evaluate the effectiveness of communication methods with team members and other teams to identify improvements806. plan actions to sustain or improve effective communication807. follow the industry legal, organisational, codes of practice and policies relevant to your role in managing team communications808. identify opportunities for improving the environmental and social impacts by engaging your team and stakeholders809. contribute to improving the environmental and social impacts by working with your team and stakeholders810. organise work activities and safe and sustainable use of resources811. assess work activities to ensure they comply with legal requirements, environmental and social impact policies812. agree actions to minimise negative and maximise positive impacts on the environment and society813. identify the environmental and social impacts of work activities814. identify the environmental and social impacts of the use of resources815. report any identified risks to the environment which you do not have the ability to control816. identify and implement changes to work activities and the use of resources that will reduce negative and increase positive impacts on the environment and society817. communicate the environmental and social benefits resulting from changes to work activities and the use of resources818. obtain specialist advice, where necessary, to help you identify and manage the environmental and social impacts of your work activities and use of resources819. follow the legal, organisational, codes of practice and policies relevant to managing the environmental and social impacts of your work820. engage colleagues and other stakeholders in developing plans for redeploying employees821. comply with your organisation's redeployment policies and procedures822. use internal and external specialist resources, where required823. identify the business need to redeploy employees to different roles, areas of the organisation or locations824. define specific, fair criteria for selecting individuals for redeployment825. apply the selection criteria objectively to identify those individuals to be redeployed826. communicate the reasons for redeployment to those affected making the decision-making criteria transparent827. make redeployment offers to individuals, specifying the new job specification, levels of responsibility, location and reporting arrangements828. justify any changes in salary, benefits or other terms and conditions including any relocation allowances or remote working arrangements829. confirm the date by which the offer must be accepted or rejected, and the alternatives if the offer is not accepted830. identify colleagues' needs, feelings and motivations related to redeployment of themselves and their colleagues831. provide support to individuals being deployed showing interest in their concerns832. protect the confidentiality and security of information following organisational procedures833. arrange induction, support, supervision and feedback to enable individuals to perform in their new roles834. evaluate the redeployment process with those involved835. identify any areas for improvement to the redeployment process and make recommendations836. follow the legal, organisational, codes of practice and policies relevant to your role and managing the redeployment of employees837. define the key purpose of your work role838. identify how your role contributes to achieving your organisation's vision and objectives839. identify how your role relates to other roles in the organisation and where there are opportunities for joint working and mutual support840. develop personal objectives which are compatible with the vision, objectives and values of your organisation841. prioritise objectives and plan work to make best use of available time and resources842. assess your own values, motivations and aspirations843. evaluate your organisation's vision, objectives and values against your own values, motivations and aspirations to identify alignment and conflicts844. plan methods to maximise alignment and resolve the personal or organisational conflicts845. agree and prioritise your objectives with members of staff you report to846. monitor your progress and achievements against objectives and deadlines847. manage your time to achieve objectives within agreed deadlines848. delegate responsibilities to colleagues to ensure that deadlines are met849. use the relevant technologies to help you achieve your objectives850. identify and remove distractions and activities that do not help achieve your objectives851. monitor changes to your organisation's objectives, processes, systems and structures852. identify how changes to the organisation's objectives, processes, systems and structures impact on your role853. identify new work opportunities as they arise854. respond quickly and positively to new opportunities and revise your objectives and priorities855. identify urgent situations that arise during work activities856. respond quickly and positively to urgent situations when they arise, revising your objectives and priorities as necessary857. maintain your wellbeing through self-reflection when working towards achievement of your objectives858. use emotional intelligence to recognise and evaluate your own and your colleagues' strengths and weaknesses, feelings, opinions and judgements859. manage your relationships with colleagues and customers to achieve your objectives860. request regular objective, specific and valid feedback on your performance from colleagues and customers861. monitor progress towards your objectives862. seek new sources of support and feedback, when necessary863. evaluate the achievement of your objectives with members of staff you report to864. agree changes to your objectives with those you report to, based on your performance, feedback received or changes in organisational priorities865. take actions to maintain balance between your professional and personal life, when required866. develop effective approaches to the use of technologies by engaging relevant colleagues867. identify and secure sources of internal and external specialist support868. identify the current approaches to the use of technologies within your organisation or area of responsibility869. identify any plans to discard or introduce technologies or to use existing technologies for different purposes within your organisation or work area870. carry out benchmarking to identify good practice in relation to the use of technologies871. identify lessons learnt and apply these to your organisation872. identify opportunities for introducing new technologies, adapting existing technologies or using existing technologies for different purposes873. develop your strategy for using technologies and monitoring performance, using specialist expertise when required874. implement your strategy for using technologies and monitoring performance, using specialist expertise when required875. review your strategy for using technologies and monitoring their performance876. ensure that your strategy for using technologies is aligned to the overall vision, values, objectives and plans of your organisation877. communicate the technology strategy to colleagues and key stakeholders878. check that new technologies are compatible with current technologies879. monitor the introduction of any technology, or adaptation of existing technology880. resolve technological problems within agreed organisational service levels881. provide resources and support to enable colleagues to make effective use of technologies882. ensure that contingency plans are in place in case technology fails883. maintain systems to monitor implementation of technologies884. report on technology performance for your organisation or area of responsibility885. follow the legal, organisational, codes of practice and policies relevant to optimising the effective use of technology886. engage colleagues and other stakeholders in outsourcing decisions and managing outsourcing arrangements887. analyse your organisation's core competences and identify business processes which are non-core888. assess the potential benefits, costs, disadvantages, risks and legal and ethical implications of outsourcing non-core processes889. produce business cases for outsourcing non-core processes890. present business cases to decision-makers and confirm actions if they agree that outsourcing is worth pursuing891. manage the human resource implications of outsourcing, including any redundancy, redeployment, training and development, and cultural issues892. identify and evaluate potential vendors to outsource the processes to893. develop a specification of your outsourcing requirements894. invite potential vendors to tender for outsourced work895. assess tenders received against the specifications896. select the vendor which best meets your criteria897. negotiate an outsourcing contract with the vendor which specifies the volume and level of service to be provided, payment terms898. monitor the vendor's performance in partnership with work with legal specialists899. communicate outsourcing plans, both internally and externally as required900. monitor staff reactions to outsourcing plans and address their concerns901. develop a plan to transfer the business processes to the vendor including contingency plans to manage risks902. transfer the business processes to the vendor, addressing any emerging issues903. monitor the vendor's ongoing performance in line with the contract, addressing any anomalies that occur904. review the outsourcing arrangement at agreed points and in the event of significant changes in the operating environment905. evaluate the business outsourcing processes to identify areas for improvement906. follow the legal, organisational, codes of practice and policies relevant to outsourcing business processes907. identify factors affecting sales trends for your organisation908. measure the impact of trends on the existing sales structure and resources available909. analyse the implications of trends for existing and future sales structures910. evaluate the criteria your key customers use to choose suppliers, and how these impact your customers' buying practices911. analyse sales resource requirements, based on information about the number, size and location of customers912. identify potential gaps that need to be fulfilled to achieve sales targets913. select an approach for structuring your sales team activities including territories, customer types and industry sectors914. 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 sectors915. identify customers and prospects to contact by telephone, email, or in person916. estimate the time required to deal with your prospective or existing customers to sell effectively917. set financial and sales activity targets for the sales team918. review the selling procedures of the sales team to ensure that they can meet sales targets919. monitor the effectiveness of sales call plans, identifying any significant variances from agreed targets920. encourage members of sales teams to discuss new ideas for improvement and offer criticisms921. make agreed tactical adjustments to call plans, where necessary, to achieve targets922. follow the legal, organisational, codes of practice and policies relevant to planning and monitoring the work of sales teams923. engage employees and other stakeholders in planning changes924. outline the processes, systems, structures, roles or cultures that need to be changed with stakeholders925. assess the gap between the current state and the required future state926. identify obstacles to changes927. develop a plan to achieve the required changes agreed928. agree evaluation criteria to measure the success of change processes with stakeholders929. identify the roles and responsibilities of colleagues involved in or affected by the changes930. plan for the continuity of business activities during the period of changes931. evaluate the risks associated with plans and develop contingency arrangements932. identify how and when progress will be monitored against the plans933. develop communication strategies to keep colleagues and stakeholders informed about the progress934. present plans for change using appropriate tools to evaluate its impact935. ask employees and stakeholders to give feedback on changes936. ask employees and stakeholders to suggest innovations and improvements to products, services, processes, systems, structures, roles and cultures937. communicate the business case for changes, specifying both the benefits, costs and risks938. provide opportunities for employees and other stakeholders to discuss business cases for change, provide feedback, express any concerns and make suggestions939. plan changes, identifying roles and responsibilities940. evaluate how the changes will affect employees and other stakeholders941. mitigate for change and understand the differences between change and crisis management942. identify training or support that employees and stakeholders need and how and when these will be provided943. communicate with employees and other stakeholders about change processes, specifying how it affects them and any actions required of them944. discuss planning progress, overcoming difficulties and inviting suggestions for improvements945. monitor engagement with and responses to the change planning processes946. provide training, support and encouragement to colleagues947. recognise the contributions and cooperation of those involved and affected by the change948. evaluate employees experience of the change planning process and use the lessons learned to improve future change processes949. follow the legal, organisational, codes of practice and policies relevant to your role and the activities being carried out to plan organisational change950. engage colleagues and key stakeholders in planning workforce requirements951. confirm specialist resources to assist in workforce planning activities, where necessary952. evaluate your organisation's strategic objectives and plans to obtain information needed for workforce planning purposes and identify any key issues for further consideration953. identify the knowledge, skills and competence required to deliver your organisation's strategic objectives and plans954. review the capacity and capability of the current workforce to meet identified knowledge, skills and competence requirements955. identify any learning or development needs of the current workforce to meet requirements956. check that the diversity of the workforce provides a suitable mix of people to achieve its objectives957. interpret the range of needs of your workforce958. develop workforce plans that meet the organisation's long, medium, and short-term requirements, making effective use of internal and external specialists959. check that employment contracts meet the needs of the organisation960. confirm that resources needed to recruit, develop, retain and redeploy people are available961. develop contingency plans to deal with unforeseen circumstances and maintain business continuity962. identify any recurring issues that cause people to leave your organisation and seek to address these963. communicate workforce plans to colleagues964. review your workforce plans when required by your organisation, or in the light of changes to your organisation's strategic objectives and plans965. engage colleagues and key stakeholders in deciding whether to produce or buy in products and services966. establish your organisation's requirements for products and services967. establish whether your organisation has the capability and capacity to produce required products and services, or could develop capability and capacity in the timescale required968. identify potential suppliers and evaluate their capability and capacity to supply required products and services in the timescale required969. analyse the costs of producing products and services in-house, including the benefits of developing new capability and expertise970. analyse the costs of buying in products and services, including procurement processes and the benefits of collaborative arrangements971. evaluate the risks involved in producing products and services compared to buying them in972. review ethical and sustainability considerations and the interests of key stakeholders973. 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 stakeholders974. record and communicate your decision, explaining your rationale and the assumptions made975. seek support from colleagues, procurement or legal specialists when required976. create specifications for products and services to meet your organisation's requirements977. identify a diverse range of products and services suppliers to compare options978. select products and services suppliers which offer the optimal mix of quality, cost, timeliness and reliability979. negotiate with selected suppliers to reach an agreement which offers value for money and is acceptable to both parties980. 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 contract981. monitor the performance of suppliers in terms of the quality, timeliness and reliability of products and services982. resolve any supplier problems, in accordance with the terms of the contract983. 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 environment984. follow the legal, organisational, codes of practice and policies relevant to procuring products and services985. engage staff, their representatives and other stakeholders in promoting staff wellbeing986. review key indicators to identify patterns and trends987. analyse the available quantitative and qualitative data to determine levels of staff wellbeing988. review current research and ideas related to staff wellbeing989. create plans to improve staff wellbeing based on your analysis990. identify areas of your organisation that create support to develop a wellbeing culture991. implement specific initiatives to enhance staff wellbeing in identified areas992. check that objectives and workloads of staff are achievable within the working hours available993. 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 wellbeing995. discuss problems affecting wellbeing with individual staff996. respect individual confidentiality in relation to information sharing or addressing the issues and problems997. identify when staff have problems affecting their wellbeing and take action to alleviate the problems, where possible998. consult with specialists, where their problems are outside your area of competence or authority999. refer staff to specialists, when required1000. follow the industry legal, organisational, codes of practice and policies relevant to your role in promoting and managing staff wellbeing1001. identify your organisation's and your own responsibilities and liabilities under equality, diversity and inclusion legislation and any relevant codes of practice1002. identify your own responsibilities and liabilities under equality, diversity and inclusion legislation and any relevant codes of practice1003. check that your organisation's written equality, diversity and inclusion policy and action plan enables you to carry out your own responsibilities1004. agree revisions to your organisation's written equality, diversity and inclusion policy and action plan with decision makers, if required1005. check that the equality, diversity and inclusion policy and action plan has been communicated to all colleagues and other relevant stakeholders1006. challenge the status quo and seek better alternatives when required1007. promote equality of opportunity, diversity and inclusion by engaging colleagues and other key stakeholders1008. agree management commitment to promoting equality of opportunity, diversity and inclusion1009. check that commitment to promoting equality of opportunity, diversity and inclusion underpins your organisation's vision, values, objectives and plans1010. use language and behaviours that role-models your organisation's commitment to equality of opportunity, diversity and inclusion1011. monitor the language and behaviours used by colleagues to ensure it supports your organisation's commitment to equality of opportunity, diversity and inclusion1012. review the diversity and needs of your organisation's current and potential customers1013. select communication media and styles that meet the needs of different colleagues, customers and situations1014. identify areas where needs are not being satisfied or where the diversity of customers should be improved1015. review the diversity of the workforce, at all levels, in comparison to the population and your organisation's current and potential customers and1016. consider the views and actions of colleagues, team members and other stakeholders when making decisions1017. support colleagues, team members and other stakeholders to encourage use of their knowledge, skills and expertise1018. take action to uphold individuals' rights following your organisation's guidelines for decision-making and building allyship1019. identify areas for improvement in the diversity of the workforce1020. seek specialist expertise in relation to equality, diversity and inclusion issues, where required1021. maintain systems to monitor, review and report on progress in relation to equality of opportunity, diversity and inclusion within your organisation1022. use the findings of your reviews to identify required actions and changes to practice1023. comply with, and ensure others comply with, legal requirements, industry regulations, organisational policies and professional codes1024. identify your personal responsibilities and liabilities under health and safety legislation1025. communicate your organisation's health and safety policy statement to employees in your area of responsibility and other colleagues1026. 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 required1027. check compliance with your organisation's health and safety policy statement following any significant changes to the environment, practices or legislation1028. consult employees in your area of responsibility or their representatives on health and safety issues, in line with organisational requirements1029. set up a system for identifying health and safety hazards in your area of responsibility1030. implement a risk assessment system in your area of responsibility1031. ensure that a system is in place for identifying and assessing risks to the security of resources in your area of responsibility1032. agree actions to eliminate or control identified hazards and manage identified risks1033. refer identified hazards and risks outside your level/area of authority to colleagues responsible for health and safety1034. 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 practices1035. allocate sufficient resources across your area of responsibility to deal with health, safety and security issues1036. seek and make use of specialist expertise, where required1037. set up systems for monitoring, measuring and reporting of health, safety, security and productivity performance in your area of responsibility1038. demonstrate your personal commitment to health, safety, security and productivity through your actions1039. review the application of health and safety policy statement in your area of responsibility and make recommendations to inform future developments1040. follow the legal, organisational, codes of practice and policies relevant to providing healthy, safe, secure and productive working environments and practices1041. communicate the purpose and objectives of the team to all members1042. define direction within your area of responsibility by engaging your team1043. plan how the team will achieve its objectives by consulting with them1044. agree individual work objectives with all team members1045. explain how individual objectives help to achieve the objectives of the team and the organisation1046. persuade your team to commit their efforts and expertise to achieving results1047. communicate a vision and shared values of where your organisation is going1048. check that your team understand how the operational plans align with your organisation's vision, values and objectives1049. manage your area successfully through challenges1050. develop a range of leadership styles and apply them to different roles and situations1051. communicate regularly and effectively with your team1052. demonstrate that you listen to what your team say and act on it1053. encourage team members to take responsibility for their own development needs1054. support team members' resilience1055. provide support and advice face-to-face or while working remotely1056. encourage and recognise creativity and innovation within the team1057. motivate team members to achieve their work and development objectives, providing recognition when they are successful1058. empower team members to work autonomously and take their own decisions within agreed boundaries1059. encourage team members to take the lead in their own areas of expertise, following their lead1060. model behaviours that reflect your organisation's values and expected behaviours to build trust and support in your team1061. make decisions that meet your organisation's requirements for fairness and integrity1062. protect your own and your team's work against negative impacts1063. request feedback from others and act on this to improve your leadership practice1064. follow the legal, organisational, codes of practice and policies relevant to your role when providing leadership to your team1065. engage colleagues and other stakeholders in recruiting, inducting and retaining staff1066. seek specialist resources, where required1067. review the work required in your area of responsibility1068. identify any shortfalls in number of employees, their knowledge, skills and competence1069. evaluate the options for addressing shortfalls and decide on the best options1070. develop up-to-date job descriptions and person specifications for recruitment1071. plan the recruitment and selection process for identified vacancies, the methods that will be used, the associated timings and who is going to be involved1072. specify and agree criteria for assessing and selecting applicants1073. inform applicants about the progress of their applications, in accordance with organisational policy1074. carry out recruitment in accordance with your plan, using the agreed selection criteria1075. offer positions to applicants who meet the selection criteria1076. provide constructive feedback to unsuccessful applicants, in accordance with organisational policy1077. welcome new staff and explain their roles in achieving the objectives of the organisation and their work area1078. establish employees' needs for information about your organisation, organisational policies and practices, their work roles and people they will work with1079. identify the learning and development needs to enable employees to perform their duties1080. provide an induction programme to meet new staff information, learning and development needs1081. consider employees' needs when designing their induction programmes1082. introduce employees to their colleagues, explaining respective roles and how they will interface1083. encourage employees to take responsibility for monitoring their progress and completing their induction programmes1084. provide support, supervision and feedback to enable employees to perform their roles to your organisation's requirements1085. provide work opportunities that challenge employees to make effective use of their knowledge, skills and competences to develop their potential1086. review employees' performance and development systematically and provide constructive feedback1087. recognise employees' performance and their achievements in line with your organisation's policy1088. support employees to access the career and professional development opportunities within your organisation1089. provide opportunities for employees to discuss issues about their work or development with you1090. identify when employees are dissatisfied and agree solutions that meet the individual and organisational needs1091. identify when employees' values, motivations and aspirations are incompatible with your organisation's vision, objectives and values and seek alternative solutions with the employees concerned1092. meet with employees planning to leave your organisation and resolve any issues or misunderstandings1093. evaluate the recruitment, induction and retention process to identify any areas for improvements1094. follow the legal, organisational, codes of practice and policies relevant to recruiting, inducting and retaining staff1095. seek support from colleagues or procurement or legal specialists on any aspects of tendering about which you are unsure1096. produce a specification which describes the products and services required, including information on quality, time and cost constraints1097. invite a number and range of suitably qualified prospective suppliers to tender, proportionate to the value of the contract and the diversity of suppliers available1098. provide full information about the tendering process1099. confirm deadlines for receipt of tenders1100. outline contract details1101. specify how pre-tender queries will be dealt with1102. respond to pre-tender queries so that all prospective suppliers have the same information available to them1103. 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 selected1104. receive, record and open tenders in line with your organisation's procedures1105. evaluate tenders, by yourself or with others as required, applying your criteria1106. seek clarification from prospective suppliers where necessary1107. offer a contract to supply the products and services to the supplier whose tender was evaluated most highly1108. inform unsuccessful prospective suppliers of the outcome of the evaluation and provide them with feedback where appropriate1109. resolve any post-tender queries with unsuccessful suppliers1110. follow the legal, organisational, codes of practice and policies relevant to selecting suppliers through a tendering process1111. contact customers identified as sales leads, accessing those who can make buying decisions1112. identify customer requirements through questioning and checking for understanding1113. summarise customer motivations, buying needs and interests1114. identify the key features and benefits of your relevant products and services, matching these to the needs identified1115. assess which products and services are suitable for customer needs1116. evaluate potential trade-offs which may be beneficial both to the customer and to your organisation1117. provide accurate information about products, services and prices1118. make proposals to match the customer's requirements1119. explore any queries or objections raised by the customer and identify any reasons holding the customer back from agreeing the sale1120. identify and prioritise any customer concerns1121. provide evidence of the strengths of your organisation and its products and services to address any concerns the customer may have1122. check that the customer agrees how any concerns can be overcome1123. interpret verbal and non-verbal buying signals given by the customer and act upon them to progress towards closing the sale1124. close the sale by gaining the commitment of the customer1125. agree future contact arrangements, including post-sales calls to confirm customer satisfaction where relevant1126. record all required details in line with organisation processes and procedures1127. follow the legal, organisational, codes of practice and policies relevant to selling products and services1128. promote the benefits of learning to employees in your area of responsibility1129. encourage employees to seek feedback on their performance from colleagues who can provide objective, specific and valid feedback1130. give employees objective, specific and valid feedback on their work performance, discussing and agreeing how they can improve1131. agree the knowledge, skills and competence required to meet the demands of their current and potential future work roles with employees1132. provide opportunities and tools for employees to make an accurate assessment of their current levels of knowledge, skills and competence and of their potential1133. 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 aspirations1134. engage employees in identifying and obtaining information on the learning activities available to address identified learning needs1135. agree personal development plans which include learning activities to be undertaken, the learning objectives to be achieved, the required resources and timescales1136. identify and evaluate any learning difficulties or specific needs employees may have1137. provide opportunities and tools for employees to identify the types of learning they find most effective1138. provide learning and development activities that match their learning preferences1139. identify the range of learning methods, platforms and technologies to suit individual needs or preferences1140. encourage employees to focus on their prioritised learning needs when selecting learning activities and planning their development1141. arrange advice and support from learning and development specialists, when required1142. support employees in undertaking learning activities, making required resources available1143. remove any obstacles to learning, if required1144. provide opportunities for employees to apply their developing competences in the workplace1145. identify and make use of unplanned learning opportunities1146. discuss progress towards the achievement of learning objectives1147. discuss readiness to take on new roles and responsibilities with employees1148. agree the support and supervision employees will require to take on new roles and responsibilities1149. appoint employees to roles and responsibilities that are compatible with their competences and potential1150. provide employees with the support and supervision they require1151. provide specific feedback to enable employees to improve their performance1152. discuss and agree revisions to personal development plans based on performance, learning activities undertaken and any wider changes1153. encourage people to take responsibility for their own learning and development, including practising and reflecting on what they have learned1154. evaluate learning and development activities to identify improvements for future support1155. follow the legal, organisational, codes of practice and policies relevant to supporting employees' learning and development1156. identify colleagues who may be affected by decisions and their interests1157. engage colleagues who can contribute to decision-making processes or will be affected by the decisions1158. establish the objectives of the decisions to be taken and what you are trying to achieve1159. check that all parties involved agree with the objectives1160. identify the information you need to take decisions and where this can be sourced1161. obtain information to enable you to take decisions1162. verify the accuracy and reliability of the information obtained1163. resolve issues with inadequate, unreliable, contradictory or ambiguous information1164. analyse the information to identify facts, patterns and trends that may impact on your decisions1165. identify and evaluate the range of options open to you1166. draw conclusions supported by reasoned arguments and evidence, clearly stating any assumptions you have made and risks that may be involved1167. take decisions in line with your objectives, within the scope of your authority1168. make decisions that are consistent with your organisation's values, policies, guidelines, and timelines1169. obtain help and advice if you do not have adequate information1170. analyse the data to inform the decision making1171. refer decisions that are outside your area of responsibility or scope of authority1172. discuss your decisions with key stakeholders if they are likely to conflict with current values, policies, guidelines and timelines1173. communicate your decisions and rationale to colleagues who are affected1174. follow the legal, organisational, codes of practice and policies relevant to using information for decision making
Tilers1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work7. complete the work within the allocated time, in accordance with the programme8. 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
Painters1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work7. 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
Production Technicians1. 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 work2. interpret the given information relating to the work and resources to confirm its relevance3. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices4. select the required quantity and quality of resources for the methods of work5. comply with organisational procedures to minimise the risk of damage to the work and surrounding area6. comply with the given contract information to carry out the work efficiently to the required specification7. complete the work within the allocated time, in accordance with the programme of work
Roof Tilers1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work7. complete the work within the allocated time, in accordance with the programme8. 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
Draughtspersonsinterpret 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 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
Slaters1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work7. complete the work within the allocated time, in accordance with the programme8. 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
Floorers1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work7. 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 work8. interpret the given information relating to the work and resources to9. confirm its relevance10. comply with the given, relevant legislation and official guidance to carry11. out your work and maintain safe work practices12. select the required quantity and quality of resources for the methods of13. Work14. comply with organisational procedures to minimise the risk of damage to15. the work and surrounding area16. comply with the given contract information to carry out the work17. efficiently to the required specification18. complete the work within the allocated time, in accordance with the19. programme of work20. 1 interpret the given information relating to the work and resources to confirm its relevance
Stagers1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work7. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe work practices
Wall Tilers1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work7. 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 work8. interpret the given information relating to the work and resources to9. confirm its relevance10. comply with the given, relevant legislation and official guidance to carry11. out your work and maintain safe work practices12. select the required quantity and quality of resources for the methods of13. Work14. comply with organisational procedures to minimise the risk of damage to15. the work and surrounding area16. comply with the given contract information to carry out the work17. efficiently to the required specification18. complete the work within the allocated time, in accordance with the19. programme of work20. 1 interpret the given information relating to the work and resources to confirm its relevance
Carpenters1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work7. 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 work8. comply with the given, relevant legislation and official guidance to carry9. out your work and maintain safe work practices10. select the required quantity and quality of resources for the methods of11. Work12. comply with organisational procedures to minimise the risk of damage to13. the work and surrounding area14. comply with the given contract instructions to carry out the work15. efficiently to the required specification16. complete the work within the allocated time, in accordance with the17. programme of work18. interpret the given information relating to the work and resources to19. confirm its relevance20. comply with the given contract information to carry out the work21. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe work practices22. Manufacture routine products 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 work23. 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 carry out pre-start preparation inspections on power tools and equipment in accordance with approved procedures comply with organisational procedures to minimise the risk of damage to the work and surrounding area carry out operations using power tools and equipment in accordance with safe working practices to achieve the work outcome complete the work within the allocated time, in accordance with the programme of work
Transport Operatives NEC1. interpret the given operating information relating to the work, resources and the use of plant or machinery and confirm its relevance2. organise with others the sequence in which the work is to be carried out3. comply with the relevant, current legislation, special legal status documents, official guidance and organisational procedures to maintain safe and healthy work practices4. select plant or machinery resources for the methods of work and operations to be carried out5. comply with organisational procedures to minimise the risk of damage to the work and surrounding area6. comply with the given contract information to carry out the work efficiently to the required specification7. complete the work within the allocated time, in accordance with the programme of work
Planning Process Technicians1. 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 work2. interpret the given information relating to the work and resources to confirm its relevance3. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices4. select the required quantity and quality of resources for the methods of work5. comply with organisational procedures to minimise the risk of damage to the work and surrounding area6. comply with the given contract information to carry out the work efficiently to the required specification7. complete the work within the allocated time, in accordance with the programme of work
Machine Operatives1. interpret the given operating information relating to the use of plant or machinery and confirm its relevance2. organise with others the sequence in which the work is to be carried out3. comply with the relevant, current legislation, special legal status documents, official guidance and organisational procedures to maintain safe and healthy work practices4. request resources to sustain plant or machinery operations to complete the programme of work5. select plant or machinery resources for the methods of work and operations to be carried out6. comply with organisational procedures to minimise the risk of damage to the work and surrounding area7. comply with the given contract information to carry out the work efficiently to the required specification8. complete the work within the allocated time, in accordance with the programme of work
Scaffolders1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work7. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe work practices
Building Trades NEC1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work7. Prepare background surfaces for plastering, tiling, panelling or painting/decorating8. Operational improvements• identify and recommend actions for improving the safety, health and welfare of people during the lifting operation by producing records of recommendations9. Encourage awareness• promote a culture of safety, health, welfare and environmental awareness during the lifting operation by producing records of the initiatives taken during the lifting operation10. Workforce and visitors• establish procedures that ensure lifting team responsibilities and competencies are fully applied to the lifting operation by:‐ producing records of allocating the required safety, health and welfare responsibilities and identifying the competency of the workforce‐ producing records of planning site inductions and activity briefings prior to the lifting operation11. Protection equipment and resources• ensure the safety, health, welfare and environmental protection equipment and resources comply with current legislation• produce records for identification of the following safety, health, welfare and environmental protection equipment or resources:‐ protective clothing‐ protective equipment‐ first aid facilities and arrangements‐ welfare facilities‐ storage and security of materials and equipment‐ accident and incident reporting system‐ fire-fighting equipment‐ health, safety and welfare training‐ environmental protection arrangements12. Implementing systems• establish and implement systems, which meet organisational and statutory requirements to identify hazards, reduce risks, report incidents or near misses, analyse causes and lessons learned to prevent recurrence13. Reviewing lifting activities• in accordance with organisational and statutory requirements, create or complete records of reviews of safety, health, welfare and environmental protection systems on completed lifting activities14. Environmental factors• identify and assess the significance of the relevant following environmental factors and take appropriate action‐ ecological‐ nature conservation‐ noise or nuisance‐ emissions and contamination to land, air and water‐ economic and social‐ traffic and people management‐ waste management and recycling‐ weather‐ wind effects, vortices and building shielding15. Confirm work requirements• confirm the work requirements to determine how the lifting activity should be carried out by producing records from the following information sources:‐ survey reports‐ designs‐ contractual documentation‐ statuary consents‐ risk assessments‐ method statements‐ rigging studies‐ drawings‐ programmes‐ records regarding competence of lifting team‐ sub-contractor arrangements‐ health, safety and environmental plans‐ utilities‐ work permits‐ local authorities‐ highways authorities‐ manufacturers data16. Identify and review the influencing factors• identify and review the influencing factors and relevant guidance material relating to the work environment and resources required for the lifting activity• produce records for the following influencing factors:‐ customer requirements‐ organisational requirements‐ contractual requirements‐ statutory requirements‐ resource allocation‐ working requirements‐ environmental considerations‐ weather conditions‐ safety, health and welfare requirements• produce records of identification and review of the following guidance and information sources:‐ lifting equipment, other equipment and accessories, manuals and data‐ maintenance or examination schedules and manuals‐ good practice guides and specifications‐ current legislation and official guidance‐ organisational procedures17. Methods of work• plan, arrange, assessing and account for influencing factors including the relevant lifting equipment, lifting accessories, lifting categories and lifting activities• produce records of all influencing factors including the relevant lifting equipment, lifting accessories, lifting categories and lifting activities18. Amend work methods• amend work methods to take account of changing circumstances whilst maintaining the requirements of the lifting activity in relation to:‐ customer requirements‐ organisational requirements‐ contractual requirements‐ statutory requirements‐ resource allocation‐ working requirements‐ environmental considerations‐ weather conditions‐ safety, health and welfare requirements• create or complete records of amended working methods taking into account the following circumstances:‐ susceptibility to damage‐ safety requirements‐ compromised operational effectiveness‐ weather conditions‐ use, or change of use of equipment‐ current legislation‐ resources‐ lifting equipment, other equipment and accessories data‐ workforce and lifting team‐ security threats‐ external factors‐ project alterations‐ ground conditions19. Communicate work methods• communicate work methods to people involved in the lifting operation including any amendments required due to changing circumstances by producing records of communication20. Prepare plans and record work methods and schedules• prepare plans, create or complete records of work methods in written and visual formats. Negotiate and agree them with decision-makers• negotiate and agree them plans and work methods with decision-makers21. Planning calculations• apply a range of engineering-based calculations that support the planning process based on mathematical formulas that apply tolerances, factors of safety, variations and ranges to determine:‐ height‐ length‐ density‐ mass‐ capacity‐ volume‐ area‐ angles‐ stress or strain‐ loadings‐ pressure‐ stability‐ velocity‐ temperature‐ ratios‐ deflection‐ time‐ shape‐ centre of gravity22. Interpretation of information• interpret the information relating to the lifting operation, lifting accessories, equipment and loads from the following sources:‐ drawings‐ specifications‐ schedules‐ risk assessments‐ method statements‐ lift plans‐ verbal briefings‐ manufacturers' information• check the information for the lifting operation is appropriate with regard to the available resources, lifting accessories, load data and calculations in relation to:‐ weight‐ quantity‐ length• communicate with the relevant people when problems are identified with information provided23. Organise and work with others• organise and work with others, to check and establish how the task is to be conducted• communicate using discussions, sketches, electronic data, briefings, signalling and radio communications with the following lifting team members:‐ lift planner or appointed person‐ lifting operations supervisor‐ other signallers‐ lifting equipment operators‐ ancillary workers‐ other occupations associated with the lifting operation24. Safe working practices• comply with organisational procedures and official guidance• comply with the information provided to avoid risk in relation to the following:‐ methods of work‐ safe use of health, safety and environmental control measures‐ safe use and storage of tools and equipment‐ safe use, storage and handling of lifting accessories‐ safe use of any access equipment‐ specific risks to safety, health and welfare‐ specific risks to the work area and local environment25. Selection of resources associated with the activity• select required resources for the lifting operations including:‐ lifting accessories‐ lifting aids‐ hand tools and ancillary equipment‐ signalling and communication equipment26. Minimise the risk of damage• comply with organisational procedures to minimise risk and prevent damage in relation to the following:‐ protecting the loads, work and surrounding area from damage‐ maintaining a clear and tidy work space‐ disposing of waste in accordance with organisational procedures, regulations and official guidance27. Meet the specification• comply with the lifting information to carry out the work efficiently and safely to the required specification in relation to the following;‐ demonstrate work skills to: measure, gauge, judge, calculate, fit, fix, test, balance, interpret, assess, explain, prepare, indicate, inform, instruct, sign, position, adjust, configure, move, secure, signal and relay‐ select, assess, maintain and use lifting accessories, lifting aids, signalling and communication equipment‐ prepare lifting accessories prior to slinging‐ sling and signal for the lifting and movement of suspended loads to given instructions for the following:-balanced loads -unbalanced loads -loose loads-bundled loads -containerised loads -where the operator does not have clear sight of the load‐ guide, move, control and place suspended loads to agreed destinations to given working instructions using signals and verbal instructions to lifting equipment operators and other signallers where relevant‐ detach lifting accessories from loads and leave in a safe state‐ reconfigure lifting accessories after detachment following placing of a load so that any component part does not foul structures or objects‐ carry out post lifting checks and storage requirements of lifting accessories28. Allocated time• complete the work in accordance with the programme of work activities and provide post-operation feedback to team members in relation to the following:‐ completion of own work that conforms to safe working practices and required timescales to meet the needs of other occupations, customers and employers‐ relay problems encountered during the lifting operation back to relevant team members29. Identify and assess faults and problems• determine the requirements of the lift plan• identify and relay any faults or problems, potential solutions, corrective actions and record recommendations• communicate all lifting activity faults and problems or recommendations and any lift plan amendments to the relevant persons30. Identify, assess and maintain resources• identify, assess, coordinate and maintain the necessary resources for the lifting activity• ensure the identification of, suitability for, coordinating and maintenance of the following resources, applicable to the lifting activity:‐ people‐ lifting equipment and accessories‐ materials and components‐ work area and facilities31. Conduct pre-work checks• conduct and communicate lift plan pre-work checks so that statutory requirements and official guidance are met in relation to the following:‐ testing‐ examination‐ inspection‐ certification• maintain safe working methods and practices for lifting activities by undertaking pre-work and ongoing checks. Communicate actions to the workforce and lifting team for the following:‐ condition‐ fit for purpose‐ health and safety‐ environmental‐ people‐ working area‐ ground conditions32. Carry out the supervision of lifting activities• carry out the supervision of lifting activities following given data and information which will minimise disruption and maintain optimum performance in relation to the following:‐ freely suspended loads‐ above ground operations‐ below ground operations‐ lifting of persons‐ dismantling operations‐ excess height lifts‐ multiple lifting‐ pick-and-carry‐ where the operator does not have clear sight of the load‐ loading and unloading33. Observe legislation and guidelines• observe current legislation and official guidance appropriate to the work environment to ensure the protection of the workforce, lifting team, the general public, visitors and the environment by the application of sources of given information34. Keep accurate records of work progress• check the progress and quality of the work, stopping when required due to issues encountered• create or complete records of work progress checks which detail completed work, quantities involved and any faults or problems encountered35. Conduct post-work checks• ensure completion of the work method documentation by undertaking post-work checks to confirm that the working area and equipment are left in a safe state and all resources are removed36. Conduct post work feedback• conduct post-work feedback activities with the lifting team and workforce on completion of the lifting activities, to determine the efficiency of working methods and how improvements can be made to optimise future performance37. comply with all workplace health, safety and welfare legislation requirements at all times38. recognise hazards, associated with the workplace, that have not been previously controlled, and report them in accordance with organisational procedures39. accept responsibility for, and comply with, organisational policies and procedures in order to contribute to health, safety and welfare40. comply with and support all organisational security arrangements and approved procedures41. communicate with others42. follow organisational procedures to plan the sequence of work in order to conform to productive work practices and maintain records43. maintain good work relationships44. comply with the given information to move, handle or store resources45. comply with the given relevant legislation and official guidance to move, handle or store occupational resources and maintain safe work practices46. select the required quantity and quality of resources for the method of moving, handling or storing occupational resources47. prevent damage to the occupational resources and surrounding environment48. comply with the given occupational resource information to carry out the work efficiently to the required guidance
Paper Machine Operativesinterpret 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
Wood Machine Operativesinterpret 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
Elementary Construction Occupations1. 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 instructions to carry out the work efficiently to the required specification complete the work within the allocated time, in accordance with the programme of work2. interpret the given information relating to the work and resources to confirm its relevance3. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices4. select the required quantity and quality of resources for the methods of work5. comply with organisational procedures to minimise the risk of damage to the work and surrounding area6. comply with the given contract information to carry out the work efficiently to the required specification7. complete the work within the allocated time, in accordance with the programme of work
Mobile Machine Operatives1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work7. interpret the given information relating to the work and confirm its relevance8. organise with others the sequence in which the work is to be carried out9. comply with the given, relevant, current legislation, special legal status documents, official guidance and organisational procedures to maintain safe and healthy work practices10. request resources to sustain plant or machinery operations to complete the programme of work11. select resources for the methods of work and operations to be carried out12. Contribute to the planning and organisation of plant installation activities13. Contribute to effective working relationships for plant installation activities14. work safely at all times, complying with health and safety and other relevant regulations and guidelines establish and where appropriate mark component for re-assembly ensure that any stored energy or substances are released safely and correctly make all isolations and disconnections to the equipment in line with approved procedures carry out the dismantling to the agreed level using correct tools and techniques store components for reuse in approved locations dispose of unwanted components and substances in accordance with approved procedures deal promptly and effectively with problems within your control and report those that cannot be solved15. work safely at all times, complying with health and safety and other relevant regulations and guidelines follow the relevant maintenance schedules to carry out the required work carry out the maintenance activities within the limits of your personal authority carry out the maintenance activities in the specified sequence and in an agreed timescale report any instances where the maintenance activities cannot be fully met or where there are identified defects outside the planned schedule complete relevant maintenance records accurately and pass them on to the appropriate person dispose of waste materials in accordance with safe working practices and approved procedures16. interpret the given operating information relating to the work and resources and confirm its relevance17. comply with the relevant, current legislation, special legal status documents, official guidance and organisational procedures to maintain safe and healthy work practices18. select plant or machinery resources for the methods of work and operations to be carried out19. interpret the given operating information relating to the use of plant or machinery and confirm its relevance20. interpret the given operating information relating to the use of plant or machinery and confirm its relevance organise with others the sequence in which the work is to be carried out comply with the relevant, current legislation, special legal status documents, official guidance and organisational procedures to maintain safe work practices request resources to sustain plant or machinery operations to complete the programme of work select plant or machinery resources for the methods of work and operations to be carried out 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
Building Trades Supervisors1. confirm the plant, machinery, equipment or vehicles for the workplace and allocate it to the operations2. ensure compliance with current health and safety information and implement working practices and other safeguards to minimise risks3. report when plant, machinery, equipment, vehicles or their operators are unsuitable for use in the workplace4. ensure information for the use of plant, machinery, equipment or vehicles is supplied to operators and supervise safe use5. monitor and ensure all checks on plant, machinery, equipment or vehicles are carried out in accordance with organisational requirements6. monitor completion dates and report when plant, machinery, equipment or vehicles have completed working activities and are no longer required7. co-ordinate and communicate with work colleagues, the information to position, line and level the work being carried out8. confirm and measure the dimensional controls, setting out points, lines and profiles, and maintain them to the specified work requirements9. check and ensure measuring and recording equipment meets the specified tolerances10. record and report circumstances and conditions which result in deviations to the dimensional controls and ensure they are corrected in accordance with the work requirements11. provide information, as authorised and as required, to all the people who will be affected by the work12. agree a planned timescale and methods of work with the workforce13. implement the organisational and communication needs that are required for the project14. identify any breakdowns in communication, and take action to restore effective communication15. communicate and organise the work being done with other operations as required of the agreed work programme within predetermined levels of authorisation16. organise and ensure sufficient resources of the appropriate type which will meet the project requirements and timescales17. organise and control the work and resources so that conditions are safe and the workplace is tidy18. identify and record any unplanned circumstances, and pass them on to people who may be affected19. organise the designated work area for operational purposes and communicate to workforce20. organise the storage and use of materials and components so that material handling and movement is safe and efficient, and wastage is minimised21. implement contractual, industry and manufacturers' standards from available information and allocate responsibilities22. regularly check that work conforms to the design requirements and the specified contractual, industry and manufacturers' standards23. identify work that fails to meet the requirements and specified contractual, industry and manufacturers' standards and implement corrective action24. identify and inform managers about any variations between contractual, industry and manufacturers' standards25. allocate and maintain health, safety, environmental and welfare equipment and resources which meet the project and statutory requirements26. encourage a positive culture of health, safety, environmental and welfare practices and identify opportunities for improving the health and safety of the work environment through engagement with the workforce27. ensure your team are inducted and check that they are suitably competent and monitored whilst at the workplace28. monitor and review health, safety, environmental and welfare practices and safe systems of work in accordance with current organisational and statutory requirements29. identify and record performance and bring to the attention of the team member concerned30. provide the team member with the opportunity to discuss actual or potential issues and concerns affecting their performance31. agree with the team member a course of action which is appropriate, timely and effective32. ensure your team members are aware of information regarding disciplinary and grievance procedures33. monitor progress of planned programme against the work schedules34. identify inappropriate specified resources, record and report and suggest suitable alternative resources35. identify and quantify any deviations from planned progress which have occurred, or may occur, and which could alter the programme36. confirm the circumstances of any deviations, seek advice and implement appropriate corrective action37. identify and report options which are likely to help the contract progress38. report progress, changes to the operational programme and resource needs39. identify, interpret and provide information relating to the work and resources work with other people to identify and offer adequate and appropriate opportunities and resources to learn work with other people to identify and prioritise learning needs demonstrate the correct application of working techniques relevant to the work outcome identify where people require help to achieve their agreed targets evaluate people's progress towards agreed targets40. identify the requirements to carry out the property condition inspection confirm permissions by those affected, prior to commencement of the property condition inspection take accurate observations and measurements for the property condition inspection carry out further investigations when observations are inconsistent with existing data and expected findings, and accurately identify the cause of inconsistencies identify and examine actual and potential causes of failure and deterioration and record accurately41. assemble and collate information on the property condition survey select evaluation methods and techniques select evidence for the assessment of property condition analyse all relevant evidence and information prepare the information to produce a property condition survey report identify and make recommendations based upon the property condition survey report42. identify the objectives and purpose of the property condition inspection select methods and techniques for the property condition inspection process interpret and evaluate relevant information and significant factors which may influence the property condition inspection recommend a property condition inspection process confirm the arrangements for the property condition inspection43. interpret the given information relating to the work and resources to confirm its relevance44. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices45. select the required quantity and quality of resources for the methods of work46. comply with organisational procedures to minimise the risk of damage to the work and surrounding area47. comply with the given contract information to carry out the work efficiently to the required specification48. complete the work within the allocated time, in accordance with the programme of work
Offshore Scaffolders1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work
Mason1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work
Bricklayers1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work
Construction Trades Supervisors1. confirm the plant, machinery, equipment or vehicles for the workplace and allocate it to the operations2. ensure compliance with current health and safety information and implement working practices and other safeguards to minimise risks3. report when plant, machinery, equipment, vehicles or their operators are unsuitable for use in the workplace4. ensure information for the use of plant, machinery, equipment or vehicles is supplied to operators and supervise safe use5. monitor and ensure all checks on plant, machinery, equipment or vehicles are carried out in accordance with organisational requirements6. monitor completion dates and report when plant, machinery, equipment or vehicles have completed working activities and are no longer required7. co-ordinate and communicate with work colleagues, the information to position, line and level the work being carried out8. confirm and measure the dimensional controls, setting out points, lines and profiles, and maintain them to the specified work requirements9. check and ensure measuring and recording equipment meets the specified tolerances10. record and report circumstances and conditions which result in deviations to the dimensional controls and ensure they are corrected in accordance with the work requirements11. provide information, as authorised and as required, to all the people who will be affected by the work12. agree a planned timescale and methods of work with the workforce13. implement the organisational and communication needs that are required for the project14. identify any breakdowns in communication, and take action to restore effective communication15. communicate and organise the work being done with other operations as required of the agreed work programme within predetermined levels of authorisation16. organise and ensure sufficient resources of the appropriate type which will meet the project requirements and timescales17. organise and control the work and resources so that conditions are safe and the workplace is tidy18. identify and record any unplanned circumstances, and pass them on to people who may be affected19. organise the designated work area for operational purposes and communicate to workforce20. organise the storage and use of materials and components so that material handling and movement is safe and efficient, and wastage is minimised21. implement contractual, industry and manufacturers' standards from available information and allocate responsibilities22. regularly check that work conforms to the design requirements and the specified contractual, industry and manufacturers' standards23. identify work that fails to meet the requirements and specified contractual, industry and manufacturers' standards and implement corrective action24. identify and inform managers about any variations between contractual, industry and manufacturers' standards25. allocate and maintain health, safety, environmental and welfare equipment and resources which meet the project and statutory requirements26. encourage a positive culture of health, safety, environmental and welfare practices and identify opportunities for improving the health and safety of the work environment through engagement with the workforce27. ensure your team are inducted and check that they are suitably competent and monitored whilst at the workplace28. monitor and review health, safety, environmental and welfare practices and safe systems of work in accordance with current organisational and statutory requirements29. identify and record performance and bring to the attention of the team member concerned30. provide the team member with the opportunity to discuss actual or potential issues and concerns affecting their performance31. agree with the team member a course of action which is appropriate, timely and effective32. ensure your team members are aware of information regarding disciplinary and grievance procedures33. monitor progress of planned programme against the work schedules34. identify inappropriate specified resources, record and report and suggest suitable alternative resources35. identify and quantify any deviations from planned progress which have occurred, or may occur, and which could alter the programme36. confirm the circumstances of any deviations, seek advice and implement appropriate corrective action37. identify and report options which are likely to help the contract progress38. report progress, changes to the operational programme and resource needs39. identify, interpret and provide information relating to the work and resources work with other people to identify and offer adequate and appropriate opportunities and resources to learn work with other people to identify and prioritise learning needs demonstrate the correct application of working techniques relevant to the work outcome identify where people require help to achieve their agreed targets evaluate people's progress towards agreed targets40. identify the requirements to carry out the property condition inspection confirm permissions by those affected, prior to commencement of the property condition inspection take accurate observations and measurements for the property condition inspection carry out further investigations when observations are inconsistent with existing data and expected findings, and accurately identify the cause of inconsistencies identify and examine actual and potential causes of failure and deterioration and record accurately41. assemble and collate information on the property condition survey select evaluation methods and techniques select evidence for the assessment of property condition analyse all relevant evidence and information prepare the information to produce a property condition survey report identify and make recommendations based upon the property condition survey report42. identify the objectives and purpose of the property condition inspection select methods and techniques for the property condition inspection process interpret and evaluate relevant information and significant factors which may influence the property condition inspection recommend a property condition inspection process confirm the arrangements for the property condition inspection43. interpret the given information relating to the work and resources to confirm its relevance44. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices45. select the required quantity and quality of resources for the methods of work46. comply with organisational procedures to minimise the risk of damage to the work and surrounding area47. comply with the given contract information to carry out the work efficiently to the required specification48. complete the work within the allocated time, in accordance with the programme of work
Industrial Cleaning Process Occupations1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work
Installation Engineer1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work
Construction Trades NEC1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work7. Prepare background surfaces for plastering, tiling, panelling or painting/decorating8. Operational improvements• identify and recommend actions for improving the safety, health and welfare of people during the lifting operation by producing records of recommendations9. Encourage awareness• promote a culture of safety, health, welfare and environmental awareness during the lifting operation by producing records of the initiatives taken during the lifting operation10. Workforce and visitors• establish procedures that ensure lifting team responsibilities and competencies are fully applied to the lifting operation by:‐ producing records of allocating the required safety, health and welfare responsibilities and identifying the competency of the workforce‐ producing records of planning site inductions and activity briefings prior to the lifting operation11. Protection equipment and resources• ensure the safety, health, welfare and environmental protection equipment and resources comply with current legislation• produce records for identification of the following safety, health, welfare and environmental protection equipment or resources:‐ protective clothing‐ protective equipment‐ first aid facilities and arrangements‐ welfare facilities‐ storage and security of materials and equipment‐ accident and incident reporting system‐ fire-fighting equipment‐ health, safety and welfare training‐ environmental protection arrangements12. Implementing systems• establish and implement systems, which meet organisational and statutory requirements to identify hazards, reduce risks, report incidents or near misses, analyse causes and lessons learned to prevent recurrence13. Reviewing lifting activities• in accordance with organisational and statutory requirements, create or complete records of reviews of safety, health, welfare and environmental protection systems on completed lifting activities14. Environmental factors• identify and assess the significance of the relevant following environmental factors and take appropriate action‐ ecological‐ nature conservation‐ noise or nuisance‐ emissions and contamination to land, air and water‐ economic and social‐ traffic and people management‐ waste management and recycling‐ weather‐ wind effects, vortices and building shielding15. Confirm work requirements• confirm the work requirements to determine how the lifting activity should be carried out by producing records from the following information sources:‐ survey reports‐ designs‐ contractual documentation‐ statuary consents‐ risk assessments‐ method statements‐ rigging studies‐ drawings‐ programmes‐ records regarding competence of lifting team‐ sub-contractor arrangements‐ health, safety and environmental plans‐ utilities‐ work permits‐ local authorities‐ highways authorities‐ manufacturers data16. Identify and review the influencing factors• identify and review the influencing factors and relevant guidance material relating to the work environment and resources required for the lifting activity• produce records for the following influencing factors:‐ customer requirements‐ organisational requirements‐ contractual requirements‐ statutory requirements‐ resource allocation‐ working requirements‐ environmental considerations‐ weather conditions‐ safety, health and welfare requirements• produce records of identification and review of the following guidance and information sources:‐ lifting equipment, other equipment and accessories, manuals and data‐ maintenance or examination schedules and manuals‐ good practice guides and specifications‐ current legislation and official guidance‐ organisational procedures17. Methods of work• plan, arrange, assessing and account for influencing factors including the relevant lifting equipment, lifting accessories, lifting categories and lifting activities• produce records of all influencing factors including the relevant lifting equipment, lifting accessories, lifting categories and lifting activities18. Amend work methods• amend work methods to take account of changing circumstances whilst maintaining the requirements of the lifting activity in relation to:‐ customer requirements‐ organisational requirements‐ contractual requirements‐ statutory requirements‐ resource allocation‐ working requirements‐ environmental considerations‐ weather conditions‐ safety, health and welfare requirements• create or complete records of amended working methods taking into account the following circumstances:‐ susceptibility to damage‐ safety requirements‐ compromised operational effectiveness‐ weather conditions‐ use, or change of use of equipment‐ current legislation‐ resources‐ lifting equipment, other equipment and accessories data‐ workforce and lifting team‐ security threats‐ external factors‐ project alterations‐ ground conditions19. Communicate work methods• communicate work methods to people involved in the lifting operation including any amendments required due to changing circumstances by producing records of communication20. Prepare plans and record work methods and schedules• prepare plans, create or complete records of work methods in written and visual formats. Negotiate and agree them with decision-makers• negotiate and agree them plans and work methods with decision-makers21. Planning calculations• apply a range of engineering-based calculations that support the planning process based on mathematical formulas that apply tolerances, factors of safety, variations and ranges to determine:‐ height‐ length‐ density‐ mass‐ capacity‐ volume‐ area‐ angles‐ stress or strain‐ loadings‐ pressure‐ stability‐ velocity‐ temperature‐ ratios‐ deflection‐ time‐ shape‐ centre of gravity22. Interpretation of information• interpret the information relating to the lifting operation, lifting accessories, equipment and loads from the following sources:‐ drawings‐ specifications‐ schedules‐ risk assessments‐ method statements‐ lift plans‐ verbal briefings‐ manufacturers' information• check the information for the lifting operation is appropriate with regard to the available resources, lifting accessories, load data and calculations in relation to:‐ weight‐ quantity‐ length• communicate with the relevant people when problems are identified with information provided23. Organise and work with others• organise and work with others, to check and establish how the task is to be conducted• communicate using discussions, sketches, electronic data, briefings, signalling and radio communications with the following lifting team members:‐ lift planner or appointed person‐ lifting operations supervisor‐ other signallers‐ lifting equipment operators‐ ancillary workers‐ other occupations associated with the lifting operation24. Safe working practices• comply with organisational procedures and official guidance• comply with the information provided to avoid risk in relation to the following:‐ methods of work‐ safe use of health, safety and environmental control measures‐ safe use and storage of tools and equipment‐ safe use, storage and handling of lifting accessories‐ safe use of any access equipment‐ specific risks to safety, health and welfare‐ specific risks to the work area and local environment25. Selection of resources associated with the activity• select required resources for the lifting operations including:‐ lifting accessories‐ lifting aids‐ hand tools and ancillary equipment‐ signalling and communication equipment26. Minimise the risk of damage• comply with organisational procedures to minimise risk and prevent damage in relation to the following:‐ protecting the loads, work and surrounding area from damage‐ maintaining a clear and tidy work space‐ disposing of waste in accordance with organisational procedures, regulations and official guidance27. Meet the specification• comply with the lifting information to carry out the work efficiently and safely to the required specification in relation to the following;‐ demonstrate work skills to: measure, gauge, judge, calculate, fit, fix, test, balance, interpret, assess, explain, prepare, indicate, inform, instruct, sign, position, adjust, configure, move, secure, signal and relay‐ select, assess, maintain and use lifting accessories, lifting aids, signalling and communication equipment‐ prepare lifting accessories prior to slinging‐ sling and signal for the lifting and movement of suspended loads to given instructions for the following:-balanced loads -unbalanced loads -loose loads-bundled loads -containerised loads -where the operator does not have clear sight of the load‐ guide, move, control and place suspended loads to agreed destinations to given working instructions using signals and verbal instructions to lifting equipment operators and other signallers where relevant‐ detach lifting accessories from loads and leave in a safe state‐ reconfigure lifting accessories after detachment following placing of a load so that any component part does not foul structures or objects‐ carry out post lifting checks and storage requirements of lifting accessories28. Allocated time• complete the work in accordance with the programme of work activities and provide post-operation feedback to team members in relation to the following:‐ completion of own work that conforms to safe working practices and required timescales to meet the needs of other occupations, customers and employers‐ relay problems encountered during the lifting operation back to relevant team members29. Identify and assess faults and problems• determine the requirements of the lift plan• identify and relay any faults or problems, potential solutions, corrective actions and record recommendations• communicate all lifting activity faults and problems or recommendations and any lift plan amendments to the relevant persons30. Identify, assess and maintain resources• identify, assess, coordinate and maintain the necessary resources for the lifting activity• ensure the identification of, suitability for, coordinating and maintenance of the following resources, applicable to the lifting activity:‐ people‐ lifting equipment and accessories‐ materials and components‐ work area and facilities31. Conduct pre-work checks• conduct and communicate lift plan pre-work checks so that statutory requirements and official guidance are met in relation to the following:‐ testing‐ examination‐ inspection‐ certification• maintain safe working methods and practices for lifting activities by undertaking pre-work and ongoing checks. Communicate actions to the workforce and lifting team for the following:‐ condition‐ fit for purpose‐ health and safety‐ environmental‐ people‐ working area‐ ground conditions32. Carry out the supervision of lifting activities• carry out the supervision of lifting activities following given data and information which will minimise disruption and maintain optimum performance in relation to the following:‐ freely suspended loads‐ above ground operations‐ below ground operations‐ lifting of persons‐ dismantling operations‐ excess height lifts‐ multiple lifting‐ pick-and-carry‐ where the operator does not have clear sight of the load‐ loading and unloading33. Observe legislation and guidelines• observe current legislation and official guidance appropriate to the work environment to ensure the protection of the workforce, lifting team, the general public, visitors and the environment by the application of sources of given information34. Keep accurate records of work progress• check the progress and quality of the work, stopping when required due to issues encountered• create or complete records of work progress checks which detail completed work, quantities involved and any faults or problems encountered35. Conduct post-work checks• ensure completion of the work method documentation by undertaking post-work checks to confirm that the working area and equipment are left in a safe state and all resources are removed36. Conduct post work feedback• conduct post-work feedback activities with the lifting team and workforce on completion of the lifting activities, to determine the efficiency of working methods and how improvements can be made to optimise future performance37. comply with all workplace health, safety and welfare legislation requirements at all times38. recognise hazards, associated with the workplace, that have not been previously controlled, and report them in accordance with organisational procedures39. accept responsibility for, and comply with, organisational policies and procedures in order to contribute to health, safety and welfare40. comply with and support all organisational security arrangements and approved procedures41. communicate with others42. follow organisational procedures to plan the sequence of work in order to conform to productive work practices and maintain records43. maintain good work relationships44. comply with the given information to move, handle or store resources45. comply with the given relevant legislation and official guidance to move, handle or store occupational resources and maintain safe work practices46. select the required quantity and quality of resources for the method of moving, handling or storing occupational resources47. prevent damage to the occupational resources and surrounding environment48. comply with the given occupational resource information to carry out the work efficiently to the required guidance
Metal Decker1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work
Construction Trades1. organise work activities which make the most efficient use of at least four of the following resources and record outcomes:• people• plant• equipment or machinery• materials and components• sub-contractors• information• work area and facilities• waste management• utility providers2. recommend alternative methods, resources and systems to meet programmes and schedules3. obtain advice from the following sources when required resources are not available:• stakeholders• trade and technical guidance4. examine the work activities against project data and the requirements of at least three of the following external factors and record the findings:• other related programmes• supply lead times• contingencies• special working conditions• weather conditions• statutory limitations• site conditions• availability of resources5. update at least two of the following programmes and schedules of planned activities and inform stakeholders:• programmes and schedules• critical analysis• action lists• method statements• risk assessments6. implement a system to monitor and record the works against programmes and schedules7. Operational improvements• identify and recommend actions for improving the safety, health and welfare of people during the lifting operation by producing records of recommendations8. Encourage awareness• promote a culture of safety, health, welfare and environmental awareness during the lifting operation by producing records of the initiatives taken during the lifting operation9. Workforce and visitors• establish procedures that ensure lifting team responsibilities and competencies are fully applied to the lifting operation by:‐ producing records of allocating the required safety, health and welfare responsibilities and identifying the competency of the workforce‐ producing records of planning site inductions and activity briefings prior to the lifting operation10. Protection equipment and resources• ensure the safety, health, welfare and environmental protection equipment and resources comply with current legislation• produce records for identification of the following safety, health, welfare and environmental protection equipment or resources:‐ protective clothing‐ protective equipment‐ first aid facilities and arrangements‐ welfare facilities‐ storage and security of materials and equipment‐ accident and incident reporting system‐ fire-fighting equipment‐ health, safety and welfare training‐ environmental protection arrangements11. Implementing systems• establish and implement systems, which meet organisational and statutory requirements to identify hazards, reduce risks, report incidents or near misses, analyse causes and lessons learned to prevent recurrence12. Reviewing lifting activities• in accordance with organisational and statutory requirements, create or complete records of reviews of safety, health, welfare and environmental protection systems on completed lifting activities13. Environmental factors• identify and assess the significance of the relevant following environmental factors and take appropriate action‐ ecological‐ nature conservation‐ noise or nuisance‐ emissions and contamination to land, air and water‐ economic and social‐ traffic and people management‐ waste management and recycling‐ weather‐ wind effects, vortices and building shielding14. Interpretation of information• interpret the information relating to the lifting operation, lifting accessories, equipment and loads from the following sources:‐ drawings‐ specifications‐ schedules‐ risk assessments‐ method statements‐ lift plans‐ verbal briefings‐ manufacturers' information• check the information for the lifting operation is appropriate with regard to the available resources, lifting accessories, load data and calculations in relation to:‐ weight‐ quantity‐ length• communicate with the relevant people when problems are identified with information provided15. Organise and work with others• organise and work with others, to check and establish how the task is to be conducted• communicate using discussions, sketches, electronic data, briefings, signalling and radio communications with the following lifting team members:‐ lift planner or appointed person‐ lifting operations supervisor‐ other signallers‐ lifting equipment operators‐ ancillary workers‐ other occupations associated with the lifting operation16. Safe working practices• comply with organisational procedures and official guidance• comply with the information provided to avoid risk in relation to the following:‐ methods of work‐ safe use of health, safety and environmental control measures‐ safe use and storage of tools and equipment‐ safe use, storage and handling of lifting accessories‐ safe use of any access equipment‐ specific risks to safety, health and welfare‐ specific risks to the work area and local environment17. Selection of resources associated with the activity• select required resources for the lifting operations including:‐ lifting accessories‐ lifting aids‐ hand tools and ancillary equipment‐ signalling and communication equipment18. Minimise the risk of damage• comply with organisational procedures to minimise risk and prevent damage in relation to the following:‐ protecting the loads, work and surrounding area from damage‐ maintaining a clear and tidy work space‐ disposing of waste in accordance with organisational procedures, regulations and official guidance19. Meet the specification• comply with the lifting information to carry out the work efficiently and safely to the required specification in relation to the following;‐ demonstrate work skills to: measure, gauge, judge, calculate, fit, fix, test, balance, interpret, assess, explain, prepare, indicate, inform, instruct, sign, position, adjust, configure, move, secure, signal and relay‐ select, assess, maintain and use lifting accessories, lifting aids, signalling and communication equipment‐ prepare lifting accessories prior to slinging‐ sling and signal for the lifting and movement of suspended loads to given instructions for the following:-balanced loads -unbalanced loads -loose loads-bundled loads -containerised loads -where the operator does not have clear sight of the load‐ guide, move, control and place suspended loads to agreed destinations to given working instructions using signals and verbal instructions to lifting equipment operators and other signallers where relevant‐ detach lifting accessories from loads and leave in a safe state‐ reconfigure lifting accessories after detachment following placing of a load so that any component part does not foul structures or objects‐ carry out post lifting checks and storage requirements of lifting accessories20. Allocated time• complete the work in accordance with the programme of work activities and provide post-operation feedback to team members in relation to the following:‐ completion of own work that conforms to safe working practices and required timescales to meet the needs of other occupations, customers and employers‐ relay problems encountered during the lifting operation back to relevant team members21. Identify and assess faults and problems• determine the requirements of the lift plan• identify and relay any faults or problems, potential solutions, corrective actions and record recommendations• communicate all lifting activity faults and problems or recommendations and any lift plan amendments to the relevant persons22. Identify, assess and maintain resources• identify, assess, coordinate and maintain the necessary resources for the lifting activity• ensure the identification of, suitability for, coordinating and maintenance of the following resources, applicable to the lifting activity:‐ people‐ lifting equipment and accessories‐ materials and components‐ work area and facilities23. Conduct pre-work checks• conduct and communicate lift plan pre-work checks so that statutory requirements and official guidance are met in relation to the following:‐ testing‐ examination‐ inspection‐ certification• maintain safe working methods and practices for lifting activities by undertaking pre-work and ongoing checks. Communicate actions to the workforce and lifting team for the following:‐ condition‐ fit for purpose‐ health and safety‐ environmental‐ people‐ working area‐ ground conditions24. Carry out the supervision of lifting activities• carry out the supervision of lifting activities following given data and information which will minimise disruption and maintain optimum performance in relation to the following:‐ freely suspended loads‐ above ground operations‐ below ground operations‐ lifting of persons‐ dismantling operations‐ excess height lifts‐ multiple lifting‐ pick-and-carry‐ where the operator does not have clear sight of the load‐ loading and unloading25. Observe legislation and guidelines• observe current legislation and official guidance appropriate to the work environment to ensure the protection of the workforce, lifting team, the general public, visitors and the environment by the application of sources of given information26. Keep accurate records of work progress• check the progress and quality of the work, stopping when required due to issues encountered• create or complete records of work progress checks which detail completed work, quantities involved and any faults or problems encountered27. Conduct post-work checks• ensure completion of the work method documentation by undertaking post-work checks to confirm that the working area and equipment are left in a safe state and all resources are removed28. Conduct post work feedback• conduct post-work feedback activities with the lifting team and workforce on completion of the lifting activities, to determine the efficiency of working methods and how improvements can be made to optimise future performance
Managers in construction1. 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 circumstances2. 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 achievements3. 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 process4. 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 making5. 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 standards6. 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 resources7. 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 proposals8. 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 project9. 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 stakeholders10. 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 agreement11. 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 them12. 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 policy13. 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
Construction Supervisor1. identify and request plant, equipment or machinery to meet the needs of organisational requirements2. confirm and record that checks are undertaken to ensure that plant, equipment or machinery meets organisational requirements prior to use on site3. identify hazards and assess risks arising from the use of plant, equipment or machinery and record and implement measures that protect people and the environment using at least three of the following measures:• methods of work• risk assessments• safe use and storage of tools, equipment and materials• traffic control• emergency plans4. maintain records on how and when the plant, equipment or machinery was utilised during the project5. recommend alternative types of plant, equipment or machinery to decision-makers when existing plant, equipment or machinery is less suitable for use on site and record outcomes6. issue and record the instructions provided to operators using the plant, equipment or machinery7. check, record and confirm that operators of plant, equipment or machinery have the correct training and certification and monitor that they are working safely8. arrange and record appropriate storage, servicing and maintenance of plant, equipment or machinery to meet at least three of the following organisational requirements:• health, safety and welfare of the workforce and others• operational efficiency• security of resources• obligations to third parties• regulatory authorities• contractual requirements9. inform decision-makers promptly when plant, equipment or machinery is no longer required and maintain records10. confirm the programmes and schedules, identify and record the priorities and critical activities, and plan how the work will be undertaken11. allocate work to team members, taking account of their skills, knowledge, experience and workload and record the outcomes12. check the validity of team members' industry certification cards, competence schemes, qualifications, certificates and training13. brief team members on the quality standards or outcomes expected14. monitor and record both the progress and quality of the work15. provide prompt and constructive feedback16. motivate team members to complete the work they have been allocated and provide additional support17. identify and record any unacceptable or poor performance, discuss the cause(s), agree and record ways of improving performance with team members18. recognise exceptional performance by individuals and the team, record the praise and recognition provided and advise stakeholders19. identify and assess at least four of the following elements of project data and record how the findings will inform the work methods:• conditions of contract• bills of quantities or methods of measurement• specifications or schedule of works• drawings• health, safety and environmental plans• programmes• organisational requirements• instructions and variations20. examine and assess at least three of the following types of project data to enable decisions to be made:• sequencing and integration of work operations• organisation of resources• established construction techniques• temporary works• modern methods of construction and standardisation• working conditions21. consult with at least two of the following sources to obtain additional information where the available project data is insufficient and record findings:• client, customer or their representative• contractors• sub-contractors• suppliers• regulatory authorities• technical and trade literature22. evaluate the chosen work methods against time, cost and resources for at least seven of the following technical and project criteria and record results:• materials performance and availability• structural forms• client, customer or their representative• health, safety and welfare• fire protection• access• plant, equipment and people availability• transport logistics• environmental factors• waste management• seasonal weather conditions• sustainability• innovative materials, technologies and processes• site conditions23. agree the recommended work methods and inform stakeholders24. ensure the method statement has been approved prior to the commencement of work25. identify, record and use relevant information, from at least four of the following sources, clarify any information which is not clear and update it for production planning purposes:• survey reports• design information• contractual documents• statutory consents• planning information• health, safety and environmental plans• risk assessments and method statements• programmes• records about the competence of people• sub-contractor arrangements and attendance• safe systems of work26. identify and record at least four of the following factors which might affect the proposed works, describe, summarise and inform the people who may be affected:• occupiers• near neighbours• public access• site conditions• environmental considerations• vehicular access and egress• security and trespass• public utilities• heritage issues• archaeological• temporary works27. carry out consultations to identify and confirm safe access points for the site and works which minimise disruption including works traffic and pedestrian segregation28. confirm and record the arrangements for site safety, welfare and security before work starts and throughout the construction programme29. confirm and record at least four of the following available resources:• people• plant, equipment or machinery• materials and components• sub-contractors• information• work area and facilities• waste management• utility providers30. implement the considerations given to at least four of the following in relation to the site layout for operational purposes, inform people who will be working on site and record the relevant information provided about the site layout plans:• storage• temporary accommodation• work areas• plant• temporary services• access and egress• security• continuing use by occupiers• waste management• environmental control• provision for prefabricated components and systems• existing fabric31. implement and record the arrangements for the storage and use of materials, equipment, components and consumables so that material handling and movement is efficient and wastage is minimised32. ensure notices are placed and maintained which provide accurate information and which conform to organisational requirements33. provide and record information about when the work will start, how long it will take and when it will finish and distribute to all those affected34. collate and review relevant information from at least four of the following sources and record the findings to contribute to the project plan:• surveys and reports• design• contractual documents• statutory consents• contractor's pre-planning information• health, safety and environmental plans• risk assessments and method statements• programmes and schedules• resources and materials• sub-contractor arrangements and attendance35. clarify any information which is not clear36. communicate and record the agreed programme, methods and attendance that will coordinate construction operations37. develop and implement plans detailing the requirements and timescales used to obtain at least six of the following resources which will meet the project requirements and timescales:• people• plant, machinery or equipment• materials and components• sub-contractors• trade and technical literature• work area and facilities• environmental considerations• health and safety control equipment• utility providers38. organise work activities, record and implement measures that take into account at least four of the following factors:• occupiers• near neighbours• public access• site conditions• environmental considerations• vehicular access and egress• security and trespass• public utilities• archaeology• heritage issues39. contribute to your organisational requirements in relation to controlling work quantities and costs40. collect, evaluate and report work quantities and cost data in relation to at least three of the following:• materials• plant, machinery and equipment• workforce• sub-contractors• recorded works• programmes and schedules41. identify and report at least two of the following opportunities for cost savings to the people responsible:• waste reduction• resource management and logistics• applications of new technologies and materials• energy and utility management• receipt and use of materials• alternative sources and types of materials• alternative suppliers of labour, materials and equipment• document control and record keeping• alternative methods of work42. investigate any variations to work cost or quantities, record the outcomes and implement the appropriate corrective action with the people responsible in relation to one of the following:• restore progress in accordance with agreed programme• agree new completion dates• identify potential variation• secure additional resources• alter planned work43. identify and record any significant factors which will affect the number, type and availability of people and services including but not limited to:• location• cost• time• skills, experience and knowledge• availability• compatibility• training and development requirements44. evaluate and record the quality and reliability of the following people or services, and notify relevant stakeholders:• technical staff• sub-contractors• specialist services• operatives45. negotiate and agree proposals which are likely to produce an effective team membership46. ensure the following organisational procedures for obtaining people and services are followed:• contractual• right to work• codes of practice• industry certification cards, competence schemes, qualifications, certificates and training• insurance47. confirm quality standards before the work starts and record the information sourced from at least three of the following:• organisational requirements• project specifications• British Standards• International Standards• Codes of Practice• sustainability requirements• trade advisory guidance and best practice• benchmarks or key performance indicators48. clearly record and communicate the areas of responsibility individuals have for maintaining quality standards for the work or task49. implement systems to inspect and control the quality of work and record the outcomes for at least six of the following:• visual inspections• checks with design requirements• checks with standard documentation• checks with manufacturers' documentation• checks with delivery notes• sampling and mock-ups• testing• site inspection reports• contractors' reports• site meetings• dimensional checks• handover checks50. implement specified checks and record that work conforms to the agreed quality standards51. identify and report work and materials which do not conform to the specified quality standards and implement corrective action if required52. identify and report variations in quality and their programme and safety implications53. implement and record outcomes from feedback received and recommend them to stakeholders54. implement at least five of the following systems to monitor and record the progress of the work against the agreed programme:• visual checks• resource records• site tests and inspections• third party endorsement• contractors' reports• written, graphical and electronic records of actual work against the programmed work• site meetings• organisational procedures• management reports• benchmarks and milestones• measurements55. identify and record at least five of the following deviations from planned progress which have occurred, or which may occur, which could disrupt the programme and schedule:• resource shortages• design problems and constraints• industrial disputes• lack of essential construction information• construction errors and non-conformance• environmental conditions• site constraints• social disputes or issues• health, safety and environmental issues• discovery of archaeological and/or historical finds• regulatory enforcement56. review the circumstances of any deviations thoroughly, record findings, agree and implement at least one of the following corrective actions in order to restore progress in accordance with agreed programme:• additional resources• alter planned work hours• resequencing of work activities57. identify and record measures which could reduce cost and time to help the work progress and communicate with at least two of the following:• the client, customer or their representative• contractors• consultants• sub-contractors• suppliers• workforce• own organisation• designers58. inform people responsible about the following:• progress• any changes to the operational programme• resource needs59. identify improvements from feedback received, record and recommend them to the people responsible60. communicate the benefits of accessing learning by giving regular positive and constructive feedback on work performance including keeping records of the feedback provided and promoting the benefits of self-development61. work with the team to identify, prioritise and record learning needs, then identify and obtain information on a range of possible learning activities for at least two of the following:• formal• coached• mentored• continuous professional development62. communicate effectively and plan the development needs with team members, including but not limited to all of the following key points:• current skills and knowledge• learning activities undertaken• learning objectives to be achieved• resource requirements for development• timescales63. demonstrate the various forms of support on offer to team members in undertaking learning activities, and the actions taken to overcome barriers to learning64. communicate the outcomes of the learning activity undertaken with team members to ensure organisational standards are maintained, outcomes have been achieved and recorded and a thorough evaluation of the learning activity, post completion, is formally assessed and fed back by team members65. contribute toward development plans with team members and ensure records of the plans are kept updated and communicated with team members66. record and confirm procedures and time for implementing the handing over of the property67. analyse completed work against property specifications, identify and record any discrepancies68. take appropriate action to resolve any problems that emerge from an inspection of the property and record the outcomes69. ensure the property is clean and tidy, ensure any redundant materials are removed and record all the preparation activities undertaken prior to the hand over70. observe organisational procedures appropriate to the work environment and ensure protection of the workforce, the general public, visitors 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 and equipment• safe use and storage of materials• traffic control• emergency plans71. provide the recipient with all relevant documents, materials, information and keys or access media and record all the details relating to the property provided to the recipient72. advise and record the information provided to the recipient of the procedure for contacting the appropriate people in the event of problems arising after the handover73. implement, maintain and record the organisational initiatives in relation to health, safety, welfare, wellbeing and environmental awareness74. promote a culture of health, safety, welfare, wellbeing and environmental awareness through leadership, communication and personal example75. identify and implement improvements to health, safety, welfare, wellbeing and the environment on site76. implement and record the checks carried out to verify the competence of those under your control77. maintain statutory notices and hazard warnings to ensure they are accurate and current78. implement and record the checks carried out on the mandatory wearing of protective clothing, protective equipment and statutory notices for the following to confirm compliance:• first aid facilities and arrangements• welfare facilities• storage and security of equipment and materials• accident and incident reporting system• fire-fighting equipment• storage and security of fuel and chemicals• the environment• sustainability79. implement current organisational requirements, for the identification of hazards and reduction of risks80. implement systems which meet current organisational requirements for reporting accidents and emergencies and preventing reoccurrence81. monitor the health, safety, welfare and environmental protection systems to ensure compliance with current organisational requirements82. identify, record and report any site conditions which do not comply with organisational requirements83. implement and record the organisational and communication systems for the project for four of the following:• site management• site or head office team• contract administration• health, safety, welfare, wellbeing and environment• project team• sharing of project data• contractors and sub-contractors• the client, customer or their representative84. maintain communication systems by confirming the methods of communication, reporting, recording and retrieving information with at least three of the following stakeholders:• the client, customer or their representatives• consultants• contractors• sub-contractors• third parties• public utilities• emergency services• visitors• statutory authorities85. identify, investigate and record evidence of procedural change in at least two of the following methods of communication and implement and record the action taken:• oral• written• graphic• electronic86. implement organisational systems to record and provide feedback87. supervise the storage and use of at least one of the following materials and components so that material handling and movement is recorded, efficient and wastage is minimised:• raw materials• manufactured materials• components• prefabricated systems88. calculate and keep accurate records of deliveries and stock position, using at least one the following, and pass the information to decision-makers:• manual• electronic89. identify and record problems with supply of at least four of the following, discuss the information with suppliers of materials and pass it on to decision-makers:• price• quantity• quality• availability• schedule of delivery• life expectancy• storage and handling facilities• environmental issues• sustainability• health, safety and welfare issues• transportation• deterioration or damage• loss and theft• payment terms• cash flow• contract variations90. check stock records regularly and calculate what replacement stock will be needed and record the outcomes91. identify opportunities for improving the use of stock and stock turnover, record and recommend improvements to decision- makers92. ensure the workforce is provided with clear and accurate dimensional information to enable them to position, align or level the work from at least four of the following:• lines• levels• angles• distances• curves• position• setting out points• loads• centres of gravity93. confirm organisational checks have been carried out on the dimensional controls and are recorded to meet the quality standards of the project94. confirm any deviations in position, alignment or level and the corrective action taken for at least one of the following:• transfer of lines and levels• position• calculations• given information95. implement and record revised work procedures and practices to minimise deviations and to allow for at least one of the following circumstances and conditions:• working environment• unforeseen events• planned events96. confirm and record the project requirements for at least two of the following activities for traditional and heritage buildings against at least five of the following information sources:97. identify, review and record the impacts on the planning of work activities from at least three of the following factors:• current organisational requirements• contractual requirements• statutory requirements• resource allocation• working requirements• working in and around occupied or tenanted buildings• environmental considerations• weather conditions• sustainability• sequencing of trades• temporary works98. identify, review and record the impacts on the planning of work activities from at least three of the following heritage issues:• fire safety• hot works• archaeology• legislation and official guidance relating to built heritage• wildlife and ecology• condition of existing buildings and structures• specialist investigations• performance of traditional materials and construction methods• protection of heritage features99. identify, review and record information sourced from at least two of the following guidance materials:• owner's manuals• log books• maintenance schedules and manuals• practice guides and specifications• current legislation and official guidance• health and safety file100. prioritise and plan activities by assessing and accounting for a range of heritage issues and record the outcomes101. review priorities, make recommendations and record the decisions made to take account of at least four of the following changing circumstances:• susceptibility to damage• safety requirements• condition of existing buildings and structures• compromised operational effectiveness• environmental conditions• use or change of use• meeting current legislation• resources• security threats• discovery of architectural or archaeological features during the works• wildlife and ecology• temporary works102. prepare and record the plans or programmes for traditional and heritage buildings and negotiate and agree them with stakeholders for at least two of the following activities:• repair• maintenance• conservation• alteration• adaption• energy efficiency retrofit• installation or replacement of building services103. confirm and record the work requirements for at least two of the following demolition activities against five of the following information sources:104. identify, review and record the findings from at least three of the following influencing factors and two of the following guidance materials in relation to the work environment:105. prioritise demolition activities by assessing, recording and accounting for all the influencing factors106. amend and record the priorities to take account of the following changing circumstances:• susceptibility to damage• safety requirements• compromised operational effectiveness• environmental considerations• meeting current legislation• resources• security threats• temporary works107. prepare and record the plans or schedules for at least three of the following demolition activities and negotiate and agree them with decision makers:• soft strip• mechanical demolition• remote mechanical demolition• explosive demolition• selective demolition• diamond drilling and sawing• temporary works installation or removal108. confirm and record the work requirements for at least two of the following maintenance activities and at least five repair activities on controlled roads:109. identify, record and review at least three of the following influencing factors relating to the work environment:• organisational requirements• contractual requirements• statutory requirements• resource allocation• stakeholder requirements• working requirements• environmental considerations110. consult and record the outcomes from at least two of the following guidance materials:• manufacturer's instructions under the Construction111. prioritise and record the maintenance activities by assessing and accounting for all the following influencing factors:• organisational requirements• contractual requirements• statutory requirements• resource allocation• working requirements• environmental considerations• weather conditions112. amend priorities to take account 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• use or change of use• current legislation• resources• security threats113. prepare plans or schedules for two of the following maintenance activities and negotiate and agree them with decision makers:• regular programmes• tendered works• responsive works• cost estimated works• winter maintenance• traffic maintenance (signing, lighting and guarding)• temporary traffic management (on motorways and high-speed dual carriageways)• risk assessments and method statements114. prepare risk assessments and method statements for three of the following:• structure• surface• materials• markings• fittings• power and light• drainage• telecommunications• special services and equipment• landscaping• temporary traffic management• fencing• vehicle restraint systems• signs• lighting columns and traffic control equipment115. prepare plans or schedules for two of the following maintenance activities:• winter maintenance• traffic maintenance (signing, lighting and guarding)• temporary traffic management (on motorways and high-speed dual carriageways)116. organise work activities which make the most efficient use of at least four of the following resources and record outcomes:• people• plant• equipment or machinery• materials and components• sub-contractors• information• work area and facilities• waste management• utility providers117. recommend alternative methods, resources and systems to meet programmes and schedules118. obtain advice from the following sources when required resources are not available:• stakeholders• trade and technical guidance119. examine the work activities against project data and the requirements of at least three of the following external factors and record the findings:• other related programmes• supply lead times• contingencies• special working conditions• weather conditions• statutory limitations• site conditions• availability of resources120. update at least two of the following programmes and schedules of planned activities and inform stakeholders:• programmes and schedules• critical analysis• action lists• method statements• risk assessments121. implement a system to monitor and record the works against programmes and schedules122. identify, record and use organisational procedures to implement systems or processes that will deliver and improve customer service for at least two of the following:• specifications• drawings• instructions and variations• feedback processes123. give a consistent and reliable service and maintain records of how the provision of customer service promoted customers' confidence124. work with others to resolve customer service problems using at least two of the following forms of communication:• electronic• verbal• via a second person• feedback documents• group meetings125. communicate with customers to provide information, and check and record satisfaction for at least two of the following actions:• corrective• referral• investigative• reactive• proactive126. solve problems within existing systems or procedures that may affect customers before the customer becomes aware of them127. confirm and record that the service given meets the customers' needs and expectations128. inform and record any changes to customer service systems or procedures that will reduce the chance of problems being repeated to at least two of the following people responsible:• client, customer or their representative• contractors• consultants• sub-contractors• suppliers• workforce129. share and record information to maintain and improve standards of service delivery with people responsible130. supervise and record the work activities for at least two of the following:• repair• maintenance• conservation• alteration• adaption• energy efficiency retrofit• installation or replacement of building services131. observe organisational requirements appropriate for the protection of the workforce, visitors and the environment by 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• emergency plans• fire safety• hot works• environmental factors132. check validity of team members' industry certification cards, competence schemes, qualifications, certificates and training133. identify and assess any defective works, faults or other issues and recommend and implement corrective action which conforms to safe working methods and practices for at least three of the following:• construction errors• identification of further utilities• non-compliance with legislation and official guidance relating to built heritage• environmental concerns• previous incorrect maintenance• previous selection of inappropriate materials and construction methods• identification of hazardous materials• breaches of security• poor workmanship• faults caused by incorrect sequencing of trades• discovery of architectural or archaeological features during the works• condition of existing buildings and structures• limitations of design choices134. keep accurate records of work progress checks, defects, problems, decisions, corrective action and quantities involved135. identify, assess, record the acquisition and maintain at least four of the following resources for work activities for traditional and heritage buildings and structures• people• plant• equipment or machinery• materials and component• sub-contractors• information• work area and facilities• waste management• utility providers136. carry out and record the supervision of at least two of the following programmed demolition activities which will minimise disruption and maintain optimum performance:• soft strip• mechanical demolition• remote mechanical demolition• explosive demolition• selective demolition• diamond drilling and sawing137. observe organisational requirements appropriate to the work environment for the protection of the workforce, the general public, visitors and the environment by the application of information sourced from at least three of the following:• methods of work• risk assessment• safe use and storage of tools and equipment• safe use and storage of materials• traffic management• emergency plans138. identify and assess at least three of the following faults and problems and recommend and implement corrective action which conforms to safe working methods and practices:• limitations of design choices• construction errors• identification of further utilities• archaeological and heritage concerns• environmental concerns• incorrect maintenance• identification of hazardous materials• breaches of security139. conduct and record the following pre-work demolition checks to meet organisational requirements and maintain safe working methods and practices:• condition• fit for purpose• health, safety, wellbeing and welfare140. keep accurate records of work progress checks, faults, problems, corrective actions and quantities involved141. identify and assess at least three of the following resources for at least two of the following demolition activities:142. supervise, confirm and record at least two programmed maintenance activities and five repair activities on controlled roads which will minimise disruption and maintain optimum performance using the following:143. observe organisational requirements appropriate to the work environment in relation to protecting the workforce, the general public, visitors and the environment by the application of information relating to at least three of the following:• methods of work• risk assessments• safe use and storage of tools and materials• temporary traffic management• emergency plans• health, safety and welfare144. identify and assess three of the following faults and problems:• limitations of design choices• manufacturing and construction errors• installation errors• incorrect use• incorrect maintenance145. recommend, record and implement corrective action taken which conforms to safe working methods and practices146. update maintenance recording systems, implement them and monitor their use, for regular programmes, tendered works, lump sum or fixed price, and for at least one of the following activities:• responsive works• winter maintenance• temporary traffic management (including but not limited to signing, lighting, guarding)• (vehicle restraint systems and noise reducing systems, lighting columns and traffic control equipment, road marking including road studs and fixed vertical road traffic signs• environmental (landscape maintenance and upkeep of waterways including drainage)• inspections (structures and environmental activities, including circulation fixtures and carriageways)147. conduct and record the pre-work inspections to meet organisational requirements and maintain performance using safe working methods and practices for at least two of the following:• condition• performance• health and safety148. maintain accurate records of work progress checks, faults, problems, corrective action and quantities involved149. identify, assess, record and maintain three of the following resources for two of the following maintenance activities:150. 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 constraints151. supervise implementation of the retrofit plan ensuring effective and efficient working practices compliant with design and quality standards, for a given occupational area152. review and record works progress against the project programme, resources and planned sequencing of works, and recommend and take corrective action when required153. recognise and report defects in installation with specific reference to five 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• loading154. check, record and report that ventilation is not compromised and complies with all relevant standards for the following:• gas and other combustion appliances• flues• general ventilation155. Carry out specified checks of the retrofit works and record that the works conform to quality, standards and compliance with the retrofit design, and manufacturers' instructions, throughout the installation process, for at least eight 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 insulation156. identify, record and implement agreed corrective actions when required for at least nine 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 insulation157. schedule and coordinate the inspection testing and commissioning, and communicate the outcomes for retrofit works158. identify, implement and record agreed 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 insulation159. contribute to the project handover on completion of the installation of retrofit works160. interpret and confirm the relevance of the following information in relation to the supervision of installing, maintaining and removing temporary works:• drawings• check certificates• hold points• permits to work• specifications• schedules• method statements• risk assessments• manufacturers' information161. 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 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 of access materials• traffic management• emergency plans• fire safety• hot works• environmental factors162. identify, assess and maintain the following resources for temporary works• people• plant• equipment or machinery• materials and components• sub-contractors• information• waste management• utilities (power, water, lighting)163. confirm that all materials, equipment and tooling is correct prior to installation164. supervise the installation of the temporary works in accordance with the programme of works to meet the needs of organisational and other stakeholder procedures165. keep accurate records of work progress checks, faults, problems, corrective actions, quantities involved and maintain safe working methods and practices166. handover the temporary works in accordance with organisational procedures167. supervise the removal of the temporary works in accordance with the programme of works to meet the needs of organisational and other stakeholder requirements168. supervise the workforce to conduct pre-installation checks in accordance with organisational requirements for at least six 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 architectural and archaeological features169. supervise the workforce to conduct external and internal pre-installation building inspections, and report findings to the person responsible for at least eight of the following:• 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)170. supervise control measures against identified risks arising from external and internal pre-installation building inspections for at least eight of the following:• 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)171. supervise control measures against identified 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 features172. interpret and utilise information sources against on-site conditions to contribute to the retrofit works plan, risk assessments and method statements for at least four 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 archaeology173. report issues with the planned retrofit works and suggest corrective actions for at least six 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 archaeology174. assess the project programme and contribute to the planning and sequencing of works for the installation of retrofit works for at least five of the following:• 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• handover175. contribute to the planning for the efficient use of the resources required for retrofit works, for at least four of the following:• materials and components• services• plant, equipment or machinery• workforce• information• site facilities• waste management• structures• storage of materials within specified parameters176. carry out supervision and provide input into the programmes, plans or schedules which will minimise disruption and maintain optimum performance for at least two of the following tunnelling activities:• 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 installation of supports• shaft and tunnel construction• tunnel transport• spraying concrete lining• operating separation plant• temporary works• lifting loads177. ensure compliance to current legislation, regulations and official guidance appropriate to the work environment to ensure protection and safety of the workforce, the general public, visitors and the environment by the application of information relating to at least three of the following:• methods of work• tunnel access arrangements• risk assessments• safe use and storage of tools• safe use and storage of materials• traffic management• emergency plans• fire safety• hot works• environmental factors178. identify and assess common tunnelling defects and problems, recommend and implement corrective actions to be taken which conform to safe working methods and practices for at least three of the following:• limitations of design choices• construction errors• identification of further utilities• archaeological and heritage concerns• environmental concerns• incorrect maintenance• identification of hazardous materials• breaches of security• changes in ground conditions179. ensure accurate records are kept of work progress checks, detailing tunnelling defects, problems, corrective actions taken and quantities involved of the following resources:• people• plant, equipment and machinery• materials and components• sub-contractors• information• work area and facilities• waste management• utilities180. identify, assess and record the acquisition and maintenance of at least four of the following resources for at least three of the following tunnelling activities:181. comply with the given contract information and supervise the activities to form tunnels ensuring the work is carried out efficiently to the required specification in at least one of the following occupational areas:• hand miner• shaft miner• tunnelling machine operator• machine tunnelling operative• spoil removal equipment operative• tunnel services operative• tunnel transport operator• tunnel fitter's mate• tunnel electrician's mate• sprayed concrete lining tunnelling operative• pipejacking operative• micro-tunnelling operative• separation plant operative• specialist tunnelling occupations
Mobile Machine Drivers1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work7. interpret the given information relating to the work and confirm its relevance8. organise with others the sequence in which the work is to be carried out9. comply with the given, relevant, current legislation, special legal status documents, official guidance and organisational procedures to maintain safe and healthy work practices10. request resources to sustain plant or machinery operations to complete the programme of work11. select resources for the methods of work and operations to be carried out12. Contribute to the planning and organisation of plant installation activities13. Contribute to effective working relationships for plant installation activities14. work safely at all times, complying with health and safety and other relevant regulations and guidelines establish and where appropriate mark component for re-assembly ensure that any stored energy or substances are released safely and correctly make all isolations and disconnections to the equipment in line with approved procedures carry out the dismantling to the agreed level using correct tools and techniques store components for reuse in approved locations dispose of unwanted components and substances in accordance with approved procedures deal promptly and effectively with problems within your control and report those that cannot be solved15. work safely at all times, complying with health and safety and other relevant regulations and guidelines follow the relevant maintenance schedules to carry out the required work carry out the maintenance activities within the limits of your personal authority carry out the maintenance activities in the specified sequence and in an agreed timescale report any instances where the maintenance activities cannot be fully met or where there are identified defects outside the planned schedule complete relevant maintenance records accurately and pass them on to the appropriate person dispose of waste materials in accordance with safe working practices and approved procedures16. interpret the given operating information relating to the work and resources and confirm its relevance17. comply with the relevant, current legislation, special legal status documents, official guidance and organisational procedures to maintain safe and healthy work practices18. select plant or machinery resources for the methods of work and operations to be carried out19. interpret the given operating information relating to the use of plant or machinery and confirm its relevance20. interpret the given operating information relating to the use of plant or machinery and confirm its relevance organise with others the sequence in which the work is to be carried out comply with the relevant, current legislation, special legal status documents, official guidance and organisational procedures to maintain safe work practices request resources to sustain plant or machinery operations to complete the programme of work select plant or machinery resources for the methods of work and operations to be carried out 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
Construction Operatives1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work7. Operational improvements• identify and recommend actions for improving the safety, health and welfare of people during the lifting operation by producing records of recommendations8. Encourage awareness• promote a culture of safety, health, welfare and environmental awareness during the lifting operation by producing records of the initiatives taken during the lifting operation9. Workforce and visitors• establish procedures that ensure lifting team responsibilities and competencies are fully applied to the lifting operation by:‐ producing records of allocating the required safety, health and welfare responsibilities and identifying the competency of the workforce‐ producing records of planning site inductions and activity briefings prior to the lifting operation10. Protection equipment and resources• ensure the safety, health, welfare and environmental protection equipment and resources comply with current legislation• produce records for identification of the following safety, health, welfare and environmental protection equipment or resources:‐ protective clothing‐ protective equipment‐ first aid facilities and arrangements‐ welfare facilities‐ storage and security of materials and equipment‐ accident and incident reporting system‐ fire-fighting equipment‐ health, safety and welfare training‐ environmental protection arrangements11. Implementing systems• establish and implement systems, which meet organisational and statutory requirements to identify hazards, reduce risks, report incidents or near misses, analyse causes and lessons learned to prevent recurrence12. Reviewing lifting activities• in accordance with organisational and statutory requirements, create or complete records of reviews of safety, health, welfare and environmental protection systems on completed lifting activities13. Environmental factors• identify and assess the significance of the relevant following environmental factors and take appropriate action‐ ecological‐ nature conservation‐ noise or nuisance‐ emissions and contamination to land, air and water‐ economic and social‐ traffic and people management‐ waste management and recycling‐ weather‐ wind effects, vortices and building shielding14. Confirm work requirements• confirm the work requirements to determine how the lifting activity should be carried out by producing records from the following information sources:‐ survey reports‐ designs‐ contractual documentation‐ statuary consents‐ risk assessments‐ method statements‐ rigging studies‐ drawings‐ programmes‐ records regarding competence of lifting team‐ sub-contractor arrangements‐ health, safety and environmental plans‐ utilities‐ work permits‐ local authorities‐ highways authorities‐ manufacturers data15. Identify and review the influencing factors• identify and review the influencing factors and relevant guidance material relating to the work environment and resources required for the lifting activity• produce records for the following influencing factors:‐ customer requirements‐ organisational requirements‐ contractual requirements‐ statutory requirements‐ resource allocation‐ working requirements‐ environmental considerations‐ weather conditions‐ safety, health and welfare requirements• produce records of identification and review of the following guidance and information sources:‐ lifting equipment, other equipment and accessories, manuals and data‐ maintenance or examination schedules and manuals‐ good practice guides and specifications‐ current legislation and official guidance‐ organisational procedures16. Methods of work• plan, arrange, assessing and account for influencing factors including the relevant lifting equipment, lifting accessories, lifting categories and lifting activities• produce records of all influencing factors including the relevant lifting equipment, lifting accessories, lifting categories and lifting activities17. Amend work methods• amend work methods to take account of changing circumstances whilst maintaining the requirements of the lifting activity in relation to:‐ customer requirements‐ organisational requirements‐ contractual requirements‐ statutory requirements‐ resource allocation‐ working requirements‐ environmental considerations‐ weather conditions‐ safety, health and welfare requirements• create or complete records of amended working methods taking into account the following circumstances:‐ susceptibility to damage‐ safety requirements‐ compromised operational effectiveness‐ weather conditions‐ use, or change of use of equipment‐ current legislation‐ resources‐ lifting equipment, other equipment and accessories data‐ workforce and lifting team‐ security threats‐ external factors‐ project alterations‐ ground conditions18. Communicate work methods• communicate work methods to people involved in the lifting operation including any amendments required due to changing circumstances by producing records of communication19. Prepare plans and record work methods and schedules• prepare plans, create or complete records of work methods in written and visual formats. Negotiate and agree them with decision-makers• negotiate and agree them plans and work methods with decision-makers20. Planning calculations• apply a range of engineering-based calculations that support the planning process based on mathematical formulas that apply tolerances, factors of safety, variations and ranges to determine:‐ height‐ length‐ density‐ mass‐ capacity‐ volume‐ area‐ angles‐ stress or strain‐ loadings‐ pressure‐ stability‐ velocity‐ temperature‐ ratios‐ deflection‐ time‐ shape‐ centre of gravity21. Interpretation of information• interpret the information relating to the lifting operation, lifting accessories, equipment and loads from the following sources:‐ drawings‐ specifications‐ schedules‐ risk assessments‐ method statements‐ lift plans‐ verbal briefings‐ manufacturers' information• check the information for the lifting operation is appropriate with regard to the available resources, lifting accessories, load data and calculations in relation to:‐ weight‐ quantity‐ length• communicate with the relevant people when problems are identified with information provided22. Organise and work with others• organise and work with others, to check and establish how the task is to be conducted• communicate using discussions, sketches, electronic data, briefings, signalling and radio communications with the following lifting team members:‐ lift planner or appointed person‐ lifting operations supervisor‐ other signallers‐ lifting equipment operators‐ ancillary workers‐ other occupations associated with the lifting operation23. Safe working practices• comply with organisational procedures and official guidance• comply with the information provided to avoid risk in relation to the following:‐ methods of work‐ safe use of health, safety and environmental control measures‐ safe use and storage of tools and equipment‐ safe use, storage and handling of lifting accessories‐ safe use of any access equipment‐ specific risks to safety, health and welfare‐ specific risks to the work area and local environment24. Selection of resources associated with the activity• select required resources for the lifting operations including:‐ lifting accessories‐ lifting aids‐ hand tools and ancillary equipment‐ signalling and communication equipment25. Minimise the risk of damage• comply with organisational procedures to minimise risk and prevent damage in relation to the following:‐ protecting the loads, work and surrounding area from damage‐ maintaining a clear and tidy work space‐ disposing of waste in accordance with organisational procedures, regulations and official guidance26. Meet the specification• comply with the lifting information to carry out the work efficiently and safely to the required specification in relation to the following;‐ demonstrate work skills to: measure, gauge, judge, calculate, fit, fix, test, balance, interpret, assess, explain, prepare, indicate, inform, instruct, sign, position, adjust, configure, move, secure, signal and relay‐ select, assess, maintain and use lifting accessories, lifting aids, signalling and communication equipment‐ prepare lifting accessories prior to slinging‐ sling and signal for the lifting and movement of suspended loads to given instructions for the following:-balanced loads -unbalanced loads -loose loads-bundled loads -containerised loads -where the operator does not have clear sight of the load‐ guide, move, control and place suspended loads to agreed destinations to given working instructions using signals and verbal instructions to lifting equipment operators and other signallers where relevant‐ detach lifting accessories from loads and leave in a safe state‐ reconfigure lifting accessories after detachment following placing of a load so that any component part does not foul structures or objects‐ carry out post lifting checks and storage requirements of lifting accessories27. Allocated time• complete the work in accordance with the programme of work activities and provide post-operation feedback to team members in relation to the following:‐ completion of own work that conforms to safe working practices and required timescales to meet the needs of other occupations, customers and employers‐ relay problems encountered during the lifting operation back to relevant team members28. Identify and assess faults and problems• determine the requirements of the lift plan• identify and relay any faults or problems, potential solutions, corrective actions and record recommendations• communicate all lifting activity faults and problems or recommendations and any lift plan amendments to the relevant persons29. Identify, assess and maintain resources• identify, assess, coordinate and maintain the necessary resources for the lifting activity• ensure the identification of, suitability for, coordinating and maintenance of the following resources, applicable to the lifting activity:‐ people‐ lifting equipment and accessories‐ materials and components‐ work area and facilities30. Conduct pre-work checks• conduct and communicate lift plan pre-work checks so that statutory requirements and official guidance are met in relation to the following:‐ testing‐ examination‐ inspection‐ certification• maintain safe working methods and practices for lifting activities by undertaking pre-work and ongoing checks. Communicate actions to the workforce and lifting team for the following:‐ condition‐ fit for purpose‐ health and safety‐ environmental‐ people‐ working area‐ ground conditions31. Carry out the supervision of lifting activities• carry out the supervision of lifting activities following given data and information which will minimise disruption and maintain optimum performance in relation to the following:‐ freely suspended loads‐ above ground operations‐ below ground operations‐ lifting of persons‐ dismantling operations‐ excess height lifts‐ multiple lifting‐ pick-and-carry‐ where the operator does not have clear sight of the load‐ loading and unloading32. Observe legislation and guidelines• observe current legislation and official guidance appropriate to the work environment to ensure the protection of the workforce, lifting team, the general public, visitors and the environment by the application of sources of given information33. Keep accurate records of work progress• check the progress and quality of the work, stopping when required due to issues encountered• create or complete records of work progress checks which detail completed work, quantities involved and any faults or problems encountered34. Conduct post-work checks• ensure completion of the work method documentation by undertaking post-work checks to confirm that the working area and equipment are left in a safe state and all resources are removed35. Conduct post work feedback• conduct post-work feedback activities with the lifting team and workforce on completion of the lifting activities, to determine the efficiency of working methods and how improvements can be made to optimise future performance36. interpret the given operating information relating to the use of plant or machinery and confirm its relevance37. organise with others the sequence in which the work is to be carried out38. comply with the relevant, current legislation, special legal status documents, official guidance and organisational procedures to maintain safe and healthy work practices39. request resources to sustain plant or machinery operations to complete the programme of work40. select plant or machinery resources for the methods of work and operations to be carried out41. interpret the given design information relating to the work and resources to confirm its accuracy, completeness and relevance to the building type, fabric and condition for the following:• drawings• specifications• schedules• method statements• risk assessments• suppliers and manufacturers’ information• data sheets42. comply with the given, relevant legislation, standards and official guidance to carry out your work and maintain safe and healthy work practices relating to the following:• methods of work• safe use of health and safety control equipment• safe use of access equipment and harness systems• safe use, storage and handling of materials, tools and equipment• operative maintenance of installation equipment• specific risks to health including mental health• specific risks associated with ventilation and combustion appliances43. select the required quantity and quality of resources for the methods of work• check the suitability, compatibility and characteristics of the materials, components, fixings and finishes and determine if they are moisture open or moisture closed and their impact on the building• record and report issues or defects• select tools and equipment44. comply with organisational procedures to minimise the risk of damage to the work and surrounding area by:• protecting the work and its surrounding area from damage• maintaining a safe, clear and tidy work area• disposing of waste in accordance with current legislation45. comply with the given contract information to carry out the work efficiently to the required specification for the following:• demonstrate work skills to measure, mark out, mix, apply and fit make good including any defects• carry out external and internal pre-installation check, assessing, recording and reporting issues to include: - suitable access - property suitability - structural integrity - architectural features - vegetation - rainwater goods - cracking - position of damp proof course - dampness - decay - vents and ventilation - services (gas, electric, water, media cables)• use and maintain all work tools and equipment• apply base coats, reinforcing mesh and stress patches in accordance with the design• apply corner and surface beads and trims• apply sealant tapes, strips and mastics• prepare and apply external wall insulation (EWI) surface finishes to given system designer specification, method statement and the required standard for at least three of the following: - dash finishes - synthetic or non-synthetic renders - proprietary pre-cast finishes - paint finishes - brick slips - brick effect render• fit weather seals• carry out post installation repairs• handover and sign off to the customers satisfaction• carry out post installation checks46. complete your work within the estimated, allocated time and performance requirements of the system design, method statement and the required standard47. interpret the given design information relating to the work and resources to confirm its accuracy, completeness and relevance to the building type, fabric and condition for the following:• drawings• specifications• schedules• method statements• risk assessments• manufacturers’ information• data sheets48. select the required quantity and quality of resources for the methods of work• check the suitability, compatibility and characteristics of the materials, components and finishes and determine if they are moisture open or moisture closed and their impact on the building• record and report issues or defects• select tools and equipment49. comply with the given contract information to carry out the work efficiently to the required specification for the following:• demonstrate work skills to, measure, mark out, calculate, make good• carry out pre-installation checks, assessing, recording and reporting issues to include: - suitable access - property suitability - structural integrity - dampness - decay - exposure ratings - vents and ventilation - services (gas, electric, water, media cables)• use and maintain all work tools and installation equipment in line with manufacturers and system specifications• recognise, record and report the key issues that may inhibit commencement of the work including but not limited to: - condition of building fabric - identification of any areas of potential water penetration - condition of roof• create and protect platforms and walkways for access and storage• remove and secure building occupants stored items• identify and remove infested, damaged and contaminated insulation from roof area• identify and install passive ventilation as required by the design and report any identified ventilation limitations• identify and report the potential risk of uninsulated omitted areas in relation to increased condensation following installation relating to roof coverings (pitched and flat) and roof structures (timber, metal, concrete)• check for and protect hidden utilities• identify insulation materials and their characteristics for cold roofs, pipes, storage tanks, cylinders and access hatches• confirm pre-installation material checks are within specified parameters to include checking and recording batch number and reporting defects• assemble and operate installation processing equipment in line with manufacturers and system manuals• calibrate equipment to measure density, flow and quality tests to ensure they are in line with manufacturers specifications and material requirements• install passive ventilation and safeguard existing ventilation• prepare and install blown insulation to cold roofs• prepare and fix pipe, tank and cylinder insulation• ensure the insulation is contained within the prescribed areas• protect downlighters by installation of fire rated caps to the required specification• ensure insulation around electrical apparatus will not create fire hazards (light fittings, electrical units and cables)• minimise the effects of thermal bridging through compliance with design detail and ensuring a consistent level of insulation to area being insulated• install and maintain fire resistant barriers• clean and disassemble installation processing equipment and pack away for transportation• complete post installation checks in accordance with the system designer installations operations manual and report issues to include but not limited to safeguarding the combustion ventilation and report defects• provide post installation advice and guidance to building occupants including homeowner packs, warning labels and data sheets• work at height using access equipment and harness systems• handover and sign off to the customers satisfaction50. comply with the given contract information to carry out the work efficiently to the required specification by the following:• demonstrate work skills to measure, mark out, fix and finish, position, seal and secure• carry out external and internal pre-installation check, assessing, recording and reporting issues to include: - suitable access - property suitability - structural integrity - dampness - decay - vents and ventilation - services (gas, electric, water, media cables)• use and maintain all work tools and equipment• check, record and report issues with construction ventilation, flues, chimneys and combustion air ventilators pre and post installation• fit breather membrane and vapour control layers• assemble and operate installation processing equipment in line with manufacturers and system manuals• prepare and install Internal wall insulation system to given system designer specification, method statement and the required standard using at least two of the following methods to given working instructions - injected - blown - sprayed• calibrate equipment to measure density, flow and quality tests to ensure they are in line with manufacturers specifications and material requirements• protect and reinstate, access routes, existing fixtures and fittings (carpets)• remove, replace and reinstate skirting, coving and cornices, radiators and electrical sockets• carry out repairs after installation• clean and disassemble installation processing equipment and pack away for transportation• handover and sign off to the customers satisfaction• carry out post installation checks51. comply with the given contract information to carry out the work efficiently to the required specification by the following:• demonstrate work skills to, remove, measure, calibrate, mark out, cut, line, level, drill, fit, fix, fill, finish, position and secure• carry out external and internal pre-installation check, assessing, recording and reporting issues to include: - suitable access - property suitability - structural integrity - dampness - decay - vents and ventilation - services (gas, electric, water, media cables)• use and maintain all work tools and installation equipment• remove existing defective insulation, boarding, breather membranes and vapour control layers• assemble and operate installation processing equipment in line with manufacturers and system manuals• prepare for and install insulation to framed sections of roof, floor, wall or ceiling structures, contained frame or open frame, to given working instructions, using at least one of the following methods - injected - blown - sprayed• calibrate equipment to measure density, flow and quality tests to ensure they are in line with manufacturers specifications and material requirements• remove defective timber, localised plaster and render• fix finishing board, sheathing board and plasterboard• make good any marks or screw and nail holes• fit insulation between and/or to timber and metal studwork• clean and disassemble installation processing equipment and pack away for transportation• carry out post installation checks to ensure insulation complies with the design• hand over and sign off to the customers satisfaction52. comply with the given, relevant legislation, standards and official guidance to carry out your work and maintain safe and healthy work practices relating to the following:• methods of work• safe use of health and safety control equipment• safe use of access equipment and harness systems• safe use, storage and handling of materials, tools and equipment• operative maintenance of installation equipment• specific risks to health including mental health• specific risks associated with ventilation (roof space, inside the property and under floor) and combustion appliances53. comply with the given contract information to carry out the work efficiently to the required specification by the following:• demonstrate work skills to measure, mark out, calibrate, monitor, fit and fill, make good• carry out external and internal pre-installation check, assessing, recording and reporting issues to include: - suitable access - property suitability - structural integrity - dampness - decay - exposure ratings - vents and ventilation - services (gas, electric, water, media cables)• check, record and report issues with construction ventilation, flues, chimneys and combustion air ventilators pre and post installation• use and maintain all work tools and installation equipment• drill holes to specified patterns using depth gauges and right angled drilling only, selecting the correct masonry drill bit, speed and setting, and taking effective steps to minimise the impact to the building fabric and preventing rubble falling into the cavity• fit cavity barriers• assemble and operate installation equipment, measuring density, flow and quality tests• prepare for and install cavity wall insulation to given system designer specification, method statement and the required standard• fill holes with matching and suitable materials• clean, disassemble and prepare installation processing equipment for transportation• handover and sign off to the customers satisfaction• carry out post installation checks54. comply with the given contract information to carry out the work efficiently to the required specification by the following:• demonstrate work skills to remove, measure, mark out, cut, line, level, drill, fit, fix, fill, finish, position and secure• to carry out external and internal pre-installation checks, assessing, recording and reporting issues to include: - suitable access - property suitability - structural integrity - dampness - decay - vents and adequate ventilation - services (gas, electric, water, media cables) - architectural features - vegetation - rainwater goods - loose surface finishes - external cracking - water ingress - damp proof course• use and maintain all work tools and equipment• cut and fix pre-formed trims and mounting blocks• install pattresses for fixtures and fittings• apply treatments to existing walls• prepare and install insulated external wall system in accordance with the specification, design, drawings and method statements to given working instructions• embed mesh and stress patches in accordance with specification• carry out mid-install checks to boarding and basecoat stage• apply mastic aesthetic sealant to all interface, joints and penetration• install air and vapour control layers• make good any marks and holes following scaffold removal• handover and sign off to the customers satisfaction• carry out post installation checks55. comply with the given, relevant legislation, standards and official guidance to carry out your work and maintain safe and healthy work practices relating to the following:• methods of work• safe use of health and safety control equipment• safe use of access equipment and harness systems• safe use, storage and handling of materials, tools and equipment• specific risks to health including mental health• specific risks associated with ventilation (roof space, inside the property and under floor) and combustion appliances56. comply with the given contract information to carry out the work efficiently to the required specification for the following:• demonstrate work skills to measure, mark out, calculate, cut, fit, fill, position, secure and make good• carry out external and internal pre-installation check, assessing, recording and reporting issues to include: - common infestations - protected species - suitable access - property suitability - structural integrity - dampness - decay - vents and ventilation - services (gas, electric, water, media cables)• use and maintain all work tools and equipment• prepare and install insulation to cold roofs using at least one of the following methods in compliance with current regulations and to given work instructions - placed - mechanically or adhesively fixed• prepare and install insulation to the following in compliance with current regulations and to given working instructions: - pipes - tanks and/or cylinders - access hatches - light wells• protect electrical services, lighting, media, high amperage cables• create and protect platforms and walkways for access and storage• remove and secure building occupants stored items• install passive ventilation and safe guarding existing ventilation• insulate and draught-proof access hatches• insulate light wells• minimise the effects of thermal bridging• carry out post installation checks to ensure insulation complies with the design• provide post installation advice and guidance to building occupants including homeowner packs• hand over and sign off to the customers satisfaction57. comply with the given, relevant legislation, standards and official guidance to carry out your work and maintain safe and healthy work practices relating to the following:• methods of work• safe use of health and safety control equipment• safe use of access equipment and harness systems• safe use, storage and handling of materials, tools and equipment• specific risks to health including mental health• specific risks associated with vents and ventilation and combustion appliances58. comply with the given contract information to carry out the work efficiently to the required specification for the following:• demonstrate work skills to measure, mark out, cut, fit, position, secure and make good• carry out external and internal pre-installation checks, assessing, recording and reporting issues to include: - suitable access - property suitability - structural integrity - dampness - decay - vents and ventilation - services (gas, electric, water, media cables)• use and maintain all work tools and equipment• prepare and install insulation to the roof pitch using at least one of the following methods in compliance with system specification, manufacturers’ instructions, current regulations and to given work instructions: - placed - mechanically or adhesively fixed• prepare and install insulation to pipes, tanks and/or cylinders in compliance with current regulations and to given working instructions• install air and vapour control layers• protect electrical services, lighting, media, high amperage cables• create and protect walkways and platforms for access and storage• remove and secure building occupants stored items• install passive ventilation and safeguard existing ventilation in accordance with the system design• carry out post installation checks to ensure adequate ventilation above and below insulation• maintain fire resistant barriers• seal joints, perimeters and penetrations• minimise the effects of thermal bridging• complete post installation checks in accordance with the system designer installations operations manual and report issues to include but not limited to safeguarding the combustion ventilation and report defects• provide post installation advice and guidance to building occupants including homeowner packs• hand over and sign off to the customers satisfaction59. comply with the given, relevant legislation, standards and official guidance to carry out your work and maintain safe and healthy work practices relating to the following:• methods of work• safe use of health and safety control equipment• safe use of access equipment and harness systems• safe use, storage and handling of materials, tools and equipment• specific risks to health including mental health• specific risks associated with ventilation and combustion appliances60. comply with the given contract information to carry out the work efficiently to the required specification by the following:• demonstration of work skills to, remove, measure, mark out, cut, line, level, drill, fit, fix, fill, finish, position and secure• carry out external and internal pre-installation check, assessing, recording and reporting issues to include: - suitable access - property suitability - structural integrity - dampness - decay - vents and ventilation - services (gas, electric, water, media cables)• use and maintain all work tools and equipment• prepare and remove existing defective insulation, boarding, breather membranes and vapour control layers• remove defective timber, localised plaster and render• fix finishing board, sheathing board and plasterboard• make good any marks or screw and nail holes• fit insulation between and/or to timber and metal studwork• carry out post installation checks to ensure insulation complies with the design• provide post installation advice and guidance to building occupants including homeowner packs• hand over and sign off to the customers satisfaction61. comply with the given, relevant legislation, standards and official guidance to carry out your work and maintain safe and healthy work practices relating to the following:• methods of work• safe use of health and safety control equipment• safe use of access equipment• safe use, storage and handling of materials, tools and equipment• specific risks to health including mental health• specific risks associated with ventilation and combustion appliances• specific risks associated with working in confined spaces62. select the required quantity and quality of resources for the methods of work• check the suitability, compatibility and characteristics of the materials and components and determine if they are moisture open or moisture closed and their impact on the building• record and report issues or defects• select tools and equipment63. comply with the given contract information to carry out the work efficiently to the required specification by the following:• demonstrate work skills to carry out internal pre-installation checks, measure, mark out, calculate, cut, fit, fill, position and secure, make good• check, record and report issues with construction ventilation, flues, chimneys and combustion air ventilators pre and post installation• recognise, record and report the key issues that may inhibit commencement of the work including but not limited to: - condition of building fabric - identification of any areas of potential water penetration - visibility and completeness of damp proof course and membranes - condition of window and door seals - height of internal floors in relation to external floor height - drainage and down pipes - protection of existing ventilation in line with design• identify the potential risk of increased condensation following installation relating to solid floors and how to prevent it• prepare floor for insulation to includethe following but not limited to: - safe systems of work - minimising damage - checking existing services - building construction and heritage significance - working surface, solid, free from defect, level and dry - customer safety• check for hidden utilities• maintain integrity of membranes• remove and minimise damage to floorcoverings• clear and safeguard existing and install additional ventilation if required in accordance with the design and installation checks and report back issues which impact the ventilation assessment• protect the building occupants and their property• confirm pre-installation material checks are within specified parameters to include checking and reporting defects• rectify defects in preparation of insulation measures• prepare and place insulation to solid floors using the following methods to given working instructions: - insulation under a screed - insulation on top of a solid floor - cut, place and tape insulation to manufacturers’ specification - apply damp proof membrane as required - restrict or reduce unwanted heat loss - ensure maintenance of adequate ventilation - minimise the effects of thermal bridging through compliance with design detail and ensuring a consistent level of insulation to the area being insulated• complete post installation checks in accordance with the design, method statement and installations operations manual and report issues to include but not limited to safeguarding the combustion ventilation and report defects• provide post installation advice and guidance to building occupants including homeowner packs• handover and sign off to the customers satisfaction• use and maintain all work tools and equipment64. comply with the given, relevant legislation, standards and official guidance to carry out your work and maintain safe and healthy work practices relating to the following:• methods of work• safe use of health and safety control equipment• safe use of access equipment and harness systems• safe use, storage and handling of materials, tools and equipment• specific risks to health including mental health• specific risks associated with ventilation (roof space, inside the property and under floor) and combustion appliances• specific risks associated with working in confined spaces65. comply with the given contract information to carry out the work efficiently to the required specification by the following:• demonstrate work skills to measure, mark out, cut, fit, position, secure and make good• carry out external and internal pre-installation check, assessing, recording and reporting issues to include: - suitable access - property suitability - structural integrity - dampness - decay - vents and ventilation - services (gas, electric, water, media cables)• recognise, record and report the key issues that may inhibit commencement of the work including but not limited to: - condition of building fabric - identification of any areas of potential water penetration - visibility and completeness of damp proof course - condition of window and door seals - height of internal floors in relation to finished ground level - drainage and down pipes - protection and existence of sub floor ventilation• identify the potential risk of increased condensation following installation relating to suspended floors and how to prevent it• check, record and report issues with under floor (cross flow) ventilation, flues, chimneys and combustion air ventilators pre and post installation• prepare floor for insulation creating access points taking into consideration the following but not limited to: - safe systems of work - minimising damage - checking existing services - building construction and heritage significance - customer safety• check for hidden utilities• maintain integrity of membranes• remove and minimise damage to floorcoverings• ensure the minimum void area air space is maintained by removing debris• clear and safeguard existing and install additional ventilation in accordance with the design and installation checks and report back issues which impact the ventilation assessment• protect the building occupants and their property• confirm pre-installation material checks are within specified parameters to include checking and reporting defects• rectify defects in preparation of insulation measures• install placed, mechanically or adhesively fixed insulation to suspended floors• maintain existing sound-proofing• install and maintain fire resistant barriers• complete carry out post installation checks in accordance with the design, method statement and installations operations manual and report issues to include but not limited to safeguarding the combustion ventilation and report defects• provide post installation advice and guidance to building occupants including homeowner packs• handover and sign off to the customers satisfaction• use and maintain all work tools and equipment• work at height using access equipment66. comply with the given contract information to carry out the work efficiently to the required specification by the following:• demonstrate work skills to measure, mark out, fix, finish, position, seal and secure• carry out external and internal pre-installation check, assessing, recording and reporting issues to include: - suitable access - property suitability - structural integrity - dampness - decay - vents and ventilation - services (gas, electric, water, media cables)• use and maintain all work tools and equipment• check, record and report issues with construction ventilation, flues, chimneys and combustion air ventilators pre and post installation• fit breather membrane and vapour control layers• prepare and install internal wall insulation system to given system designer specification, method statement and the required standard using the following methods to given working instructions - placed - mechanically or adhesively fixed including thermal boards• protect and reinstate, access routes, existing fixtures and fittings (carpets)• remove, replace and reinstate skirting, coving and cornices, radiators and electrical sockets• carry out repairs after installation• handover and sign off to the customers satisfaction• carry out post installation checks67. interpret the given design information relating to the work and resources and identify its suitability taking into consideration building type, defects and detailing and recording and reporting issues in regard to interfaces for the following:• drawings• specifications• schedules• method statements• risk assessments• manufacturers’ information• data sheets68. comply with the given, relevant legislation, standards and official guidance to carry out your work and maintain safe and healthy work practices as stated for each measure to be installed69. select the required quantity and quality of resources for the methods of work• check the suitability, compatibility and characteristics of the materials, components and finishes, and determine if they are moisture open or moisture closed and their impact on the building• record and report issues or defects70. comply with organisational procedures to avoid the risk of damage to the work and surrounding area by the following:• protecting the work and its surrounding area from damage• maintaining a safe, clear and tidy work area• disposing of waste in accordance with current legislation71. comply with the given contract information to carry out the work efficiently to the required specification by the following:• demonstrate work skills to carry out pre-installation checks (external and internal) in regard to building construction, defects and material interfaces• identify common building defects including but not limited to: - salt contamination - causes of dampness - rain penetration - rising damp - internal moisture vapour - damaged services - structural defects72. interpret the given design information relating to the work and resources to confirm its accuracy, completeness and relevance to the building type, fabric and condition for the following:• drawings• specifications• schedules• method statements• risk assessments• manufacturers’ information• data sheets• surveys• Park Homes site rules and restrictions73. comply with the given, relevant legislation, standards and official guidance to carry out your work and maintain safe and healthy work practices relating to the following:• methods of work• safe use of health and safety control equipment• safe use of access equipment• safe use, storage and handling of materials, tools and equipment• operative maintenance of installation equipment• specific risks to health including mental health• specific risks associated with ventilation (roof space, inside the property, working below suspended supported floor structure) and also including combustion appliances74. select the required quantity and quality of resources as per the designs for the methods of work• check the suitability, compatibility and characteristics of the materials, components and finishes and determine if they are moisture open or moisture closed and their impact on the building• record and report issues or defects• select tools and equipment75. comply with the given contract information to carry out the work efficiently to the required specification by the following:• demonstrate work skills to carry out external and internal pre-installation checks, to cover the following: - moisture content of frame at all corners - integrity of Park Home fabric and suspension system - any signs of board warping, bubbling, dry rot - the distance between Park Homes will meet fire regulations following installation - gas pipes, bottles and electrical cables are secure and safe - insect infestation, vermin, animals and protected species• measure, mark out, calibrate and complete remedial and preparatory work• use and maintain all work tools• carry out post installation checks76. comply with the given, relevant legislation, standards and official guidance to carry out your work and maintain safe and healthy work practices relating to the following:• methods of work• safe use of health and safety control equipment• safe use of access equipment and harness systems• safe use, storage and handling of materials, tools and equipment• operative maintenance of installation equipment• specific risks to health including mental health• specific risks associated with vents and ventilation and combustion appliances77. comply with the given contract information to carry out the work efficiently to the required specification for the following:• demonstrate work skills to measure, mark out, calculate, make good• carry out external and internal pre-installation checks, assessing, recording and reporting issues to include: - suitable access - property suitability - structural integrity - dampness - decay - exposure ratings - vents and ventilation - services (gas, electric, water, media cables)• use and maintain all work tools and installation equipment• avoid damage to the building, recognise, record and report the key issues that may inhibit commencement of the work including but not limited to: - condition of building fabric - identification of any areas of potential water penetration - condition of roof• create and protect walkways and platforms for access and storage• remove and secure building occupants stored items• identify and install passive ventilation as required by the design and report any identified ventilation limitations• identify and report the potential risk of omitted areas in relation to increased condensation following installation relating to roof coverings (pitched and flat) and roof structures (timber, metal, concrete)• check for and protect hidden utilities• protect electrical services, lighting, media, high amperage cables• confirm pre-installation material checks are within specified parameters to include checking and recording batch number and reporting defects• assemble and operate installation processing equipment in line with manufacturers and system manuals• calibrate equipment to measure density, flow and quality tests to ensure they are in line with manufacturers specifications and material requirements• install passive ventilation and safeguard existing ventilation• prepare and fix pipe, tank and cylinder insulation• prepare and install sprayed insulation to create a warm roof• ensure the insulation is contained within the prescribed areas• ensure insulation around electrical apparatus will not create fire hazards (light fittings, electrical units and cables)• install and maintain fire resistant barriers where appropriate• minimise the effects of thermal bridging through compliance with design detail and ensuring a consistent level of insulation to the area being insulated• clean and disassemble installation processing equipment and pack away for transportation• provide post installation advice and guidance to building occupants including homeowner packs and data sheets• complete post installation checks in accordance with the system designer installations operations manual and report issues to include but not limited to safeguarding the combustion ventilation and report defects• work at height using access equipment and harness systems• carry out post installation checks78. comply with the given, relevant legislation, standards and official guidance to carry out your work and maintain safe and healthy work practices relating to the following:• methods of work• safe use of health and safety control equipment• safe use of access equipment and harness systems• safe use, storage and handling of materials, tools and equipment• operative maintenance of installation equipment• specific risks to health including mental health• specific risks associated with ventilation (inside the property and under floor) and also including combustion appliances• specific risks associated with working in confined spaces79. comply with the given contract information to carry out the work efficiently to the required specification by the following:• demonstrate work skills to measure, mark out, calculate, cut, fit, fill, position, secure and make good• carry out external and internal pre-installation check, assessing, recording and reporting issues to include: - suitable access - property suitability - structural integrity - dampness - decay - vents and ventilation - services (gas, electric, water, media cables)• recognise, record and report the key issues that may inhibit commencement of the work including but not limited to: - condition of building fabric - identification of any areas of potential water penetration - visibility and completeness of damp proof course - condition of window and door seals - height of internal floors in relation to external floor height - drainage and down pipes - protection and existence of sub floor ventilation• identify the potential risk of increased condensation following installation relating to suspended floors and how to prevent it• check, record and report issues with under floor (cross flow) ventilation, flues, chimneys and combustion air ventilators pre and post installation• prepare floor for insulation creating access points taking into consideration the following but not limited to: - safe systems of work - minimising damage - checking existing services - building construction and heritage significance - customer safety• check for hidden utilities• maintain integrity of membranes• remove and minimise damage to floorcoverings• ensure the minimum void area air space is maintained by removing debris• clear and safeguard existing and install additional in accordance with the design and installation checks and report back issues which impact the ventilation assessment• protect the building occupants and their property• confirm pre-installation material checks are within specified parameters to include checking and reporting defects• rectify defects in preparation of insulation measures• assemble, operate, clean and disassemble installation processing equipment• calibrate equipment to measure density, flow and quality tests• spray insulation to suspended floors• maintain existing sound-proofing• install and maintain fire resistant barriers• complete post installation checks in accordance with the design, method statement and installations operations manual and report issues to include but not limited to safeguarding the combustion ventilation and report defects• provide post installation advice and guidance to building occupants including homeowner packs• handover and sign off to the customers satisfaction• clean and disassemble installation processing equipment and pack away for transportation• use all work tools and installation equipment in line with manufacturers and system specifications• work at height using access equipment80. interpret the given information relating to the work and resources to confirm its relevanceP2 comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practicesP3 select the required quantity and quality of resources for the methods of workP4 comply with organisational procedures to minimise the risk of damage to the work and surrounding areaP5 comply with the given contract information to carry out the work efficiently to the required specificationP6 complete the work within the allocated time, in accordance with the programme of work81. interpret the given information relating to the work and confirm its relevance82. comply with the given, relevant, current legislation, special legal status documents, official guidance and organisational procedures to maintain safe and healthy work practices83. select resources for the methods of work and operations to be carried out84. interpret the given information relating to the use of plant or machinery and confirm its relevance85. 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 practices86. interpret the given information relating to the work and re sources to confirm its relevance
Production Managers in Construction1. 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 impact2. 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 requirements3. 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 stakeholders4. 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 budgets5. 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 purposes6. 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 specifications7. 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 time8. 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 stakeholders9. 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 team10. 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 circumstances11. 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 achievements12. 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 process13. 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 making14. 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 standards15. 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 contract16. 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 signed17. 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 procedures18. 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 objectives19. 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 effect20. 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 conditions21. 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 alternative22. 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 options23. 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 manner24. 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 partnerships25. 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 advantages26. 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 tender27. 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 process28. 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 competition29. 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 policy30. 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 penetration31. 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 makers32. 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 circumstances33. 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 regulations34. 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 views35. 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 compliance36. 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 databases37. 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 resources38. 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 proposals39. 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 it40. 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 requirements41. 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 it42. 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 project43. 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 stakeholders44. 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 agreement45. 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 them46. 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 policy47. 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 improvements48. 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 requirements49. collect and record progress information regularly and summarise it for stakeholders50. identify and record inadequate or inappropriate resources, recommend alternative resources and pass the information to stakeholders51. identify, quantify and record any identified or predicted deviations from planned progress which have or may occur52. identify and record the circumstances of any deviations and identify corrective actions53. recommend options to stakeholders that allow the programme to be maintained54. inform stakeholders about changes to the operational programme55. suggest, implement and record the decisions and actions that need to be taken to maintain progress56. identify and record improvements to the programme from feedback received and inform stakeholders57. identify and interpret quality standards from available information and ensure their implementation before work commences58. specify roles and responsibilities and allocate these to individuals to maintain quality standards, and contribute towards a site quality plan or procedure59. establish systems to inspect and control the quality of the work and record the systems adopted60. regularly check that inspections are carried out to ensure that work conforms to the specified quality standards61. identify and record any work which fails to meet the requirements and specified quality standards, implement corrective action and ensure records are kept62. 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 product63. identify conflicts between quality standards and refer them to stakeholders for resolution64. identify improvements from analysing feedback received and record and recommend them to stakeholders65. implement and monitor one of the following quantities and cost control systems which can provide early warning of problems• operational procedures and meetings• electronic records66. 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 completed67. ensure that work values, quantities and cost data are prepared and recorded68. ensure that prepared data is presented in a format which will help the people responsible to make decisions69. ensure that variations and trends in quantities and cost data are identified, specified, quantified, costed and recorded70. 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 work71. 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 work72. identify major activities, determine the resources needed from the information available, prepare draft work programmes and schedules and record all the information73. evaluate, assess and record alternative methods, resources and systems and consider the outcomes in order to select the best solution to meet project requirements74. obtain clarification and advice from the following information sources where the resources required are not available• stakeholders• the workforce• technical and trade literature75. 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• customers76. 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 available77. 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 schedules78. 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 planning79. 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 changes80. identify the environmental management considerations81. examine project data, and establish and record methods of work that will support sustainability82. promote a culture of environmental awareness and support for sustainability in the workforce83. examine and record the policies adopted for environmental management and sustainability84. delegate and record the assigned duties for environmental management and monitoring of sustainable work methods85. 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 species86. 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 emissions87. 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 management88. 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 wellbeing89. 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 responsibilities90. 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 warnings91. 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 resources92. 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 source93. 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 environment94. 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 policies95. collect, collate and analyse relevant pre-construction information, ensuring that it is up to date and accurate96. establish and record the relevant dimensional control information for the project97. ensure that variations in dimensional control are identified, recorded and notified to stakeholders98. establish a dimensional control monitoring system, which ensures dimensional controls are maintained99. ensure that measuring and recording equipment is calibrated and maintained to meet the specified accuracy criteria and the checks are recorded100. 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 work101. 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 guidance102. 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 reports103. 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• sustainability104. ensure method statements and risk assessments are current, accurate, agreed and acceptable to all stakeholders105. 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 management106. 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• designers107. 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• consultations108. evaluate the feedback received and justify the recommendations to stakeholders109. summarise and record recommendations from feedback analysis and promote for adoption and use110. evaluate feedback systems to ensure recommendations have been implemented and are effective111. ensure and record that the specification of the selected plant, equipment or machinery meets the needs of the project before deployment112. 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 people113. 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-makers114. 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 management115. 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 supervisors116. 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 requirements117. 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 requirements118. 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 chain119. ensure that plant, equipment or machinery which is no longer needed is returned or removed and records are maintained120. 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 constraints121. manage the implementation of the retrofit plan ensuring effective and efficient working practices compliant with design and quality standards, for a given occupational area122. review and record on works progress against the project programme, resources and planned sequencing of works, and recommend and take corrective action when required123. 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• loading124. record and report that ventilation is not compromised and complies with all relevant standards for the following:• gas and other combustion appliances• flues• general ventilation125. 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 insulation126. 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 insulation127. manage the scheduling and coordination of the inspection, testing, and commissioning and record the outcomes for retrofit works128. 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 insulation129. manage the project handover on completion of the installation of retrofit works130. confirm project requirements, consult with stakeholders and develop, agree and record a handover programme131. 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 completion132. carry out handover inspections, relevant tests and commissioning activities ensuring they are recorded and certificated133. record stakeholder concerns during inspection, agree and record any actions required134. 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• sustainability135. 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 design136. 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’ information137. 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 factors138. 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 installation140. manage the installation of the temporary works in accordance with the programme of works to meet the needs of organisational and other stakeholder procedures141. keep accurate records of work progress checks, faults, problems, corrective actions, quantities involved and maintain safe working methods and practices142. handover the temporary works in accordance with organisational procedures143. manage the removal of the temporary works in accordance with the programme of works to meet the needs of organisational and other stakeholder requirements144. define and record your aims and objectives for undertaking personal development145. 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 bodies146. analyse the current level of your knowledge and performance against selected and recognised standards147. develop a profile of your competence and personal development needs and record the outcomes148. prepare and record a development plan for achieving identified development needs149. undertake development activities aimed at achieving identified development needs, reviewing and recording progress and the effectiveness of the activities150. obtain, accept and record feedback from people who can judge your performance and provide objective, valid feedback151. review the cycle of personal development aims and objectives to revise and update aims and objectives to suit changing circumstances and record the outcomes152. 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 writing153. 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 requirements154. 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 training155. 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 attendance156. 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• environment157. 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• information158. 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 programme160. 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 intervention161. analyse project requirements in line with operational plans to ensure quantities and supplies of materials meet organisational requirements and develop a delivery schedule162. analyse calculations for delivery and lead times and ensure records of delivery schedule and traffic management are maintained163. identify and record alternatives to the supply of materials to improve the following• economy of usage• cost• environmental impact• sustainability164. ensure orders are prepared in line with organisational and/or project requirements to meet the delivery schedule165. promote goodwill and trust with suppliers and users to ensure the delivery schedule is maintained through positive negotiation166. 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 specification167. analyse records of the following identified factors used in materials control• quality• quantity• payment to suppliers• approval by client, customer or their representative• programming168. identify and record problems with supply and take action to resolve them169. identify and record revisions to the delivery schedule to facilitate change or minimise disruption to the programme170. 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 maintained172. prioritise and record the maintenance activities to take account of identified influencing factors whilst maintaining consistency173. 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 consents174. 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• delays175. 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 providers176. 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 plans177. 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 features178. 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 features181. 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 archaeology182. 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 archaeology183. 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• handover184. 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 parameters185. 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 attendance186. 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 works187. plan for traffic management and identify access and egress points for the site and works which are safe, convenient and minimise disruption188. 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 providers189. provide and record accurate details about the proposed work, site access and egress, layout, evacuation and hazards to the utility and emergency services190. make and record the arrangements identified before work starts and review as work progresses for site safety and welfare191. implement and record the procedures and arrangements for environmental protection and security192. implement and record the procedures and arrangements for temporary works193. 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 recycling194. record the types and locations of notices, which provide information that complies with current organisational requirements195. ensure the notices are placed correctly and implement a maintenance schedule196. determine and record at least two of the following tunnelling activities against the input of information from at least five of the following information sources197. 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 conditions198. prioritise activities by assessing and accounting for all the influencing factors199. 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 data200. 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 instability201. 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
Building Inspectors1. Develop and maintain professional relationships with people2. Inspect condition of property3. Report on condition of property4. monitor tests and recommend modifications to maintain compliance with test requirements5. monitor physical tests and ensure they are conducted accurately6. conform to safe working practices during testing7. ensure accuracy by only using calibrated equipment8. ensure that sample sizes are sufficient to test the required properties and maintain their integrity to meet recognised statistical principles9. ensure that test data is recorded clearly and accurately communicated to those who need to use it and stored securely for later analysis10. keep a clear and accurate record of the time spent on the tests and of any problems that have arisen11. correlate, check and calculate information on construction which is relevant to the setting-out of the project12. identify any differences between the specified and the actual site dimensions, record them accurately and to inform the decision makers13. monitor reference markers which are accurate, identified clearly and protected from movement or removal14. use appropriate observation methods which meet the specified accuracy15. use measuring and recording equipment which meets the specified accuracy criteria at the level required16. observe and measure dimensional controls, setting out points, lines and profiles accurately and record the results to meet quality standards17. identify and record any errors in position, alignment and level and report to the decision makers18. record any setting out information which may be of later use, and store it securely so that it is available when needed19. identify which workplace hazards are relevant to your job20. identify construction practices which could harm you or others when carrying out your role21. identify the persons responsible for health and safety in your workplace22. identify the hazards arising from construction products and processes23. report the hazards which you have identified to the people responsible24. identify and report differences between workplace instructions and suppliers' or manufacturers' instructions25. make sure that your personal conduct at work protects the health and safety of yourself and others, meets any legal responsibilities, and is in accordance with workplace instructions26. encourage a culture of health, safety and welfare on site and identify and recommend possible opportunities for improving the health and safety of the work environment27. review that statutory notices, safety information and hazard warnings are maintained28. review that health, safety and welfare equipment, are in place, correctly used, applied and maintained to meet the project requirements29. review that inductions are being carried out30. monitor that systems are in place which meet project requirements31. notify and report to those responsible where non-compliance has been identified32. Inspect project against agreed quality standards33. Monitor project progress against agreed programmes34. Verify certification for project requirements35. verify the relevant methods and procedures for commissioning the engineering installations36. verify that conditions are suitable to implement the commissioning and that the necessary resources are available37. verify that the commissioning is implemented correctly38. identify any problems with the commissioning and refer them to relevant stakeholders39. verify that the engineering installations meet specifications and comply with relevant regulations and guidelines40. record the results of the commissioning as appropriate and issue to stakeholders41. verify the relevant methods and procedures for commissioning the engineering systems42. verify that the engineering systems meet specifications and comply with all relevant regulations and guidelines43. plan and schedule in accordance with agreed objectives for the maintenance of property44. review influencing factors and guidance material about the maintenance of property45. prioritise maintenance having regard to the influencing factors46. prepare and verify plans and schedules of maintenance for implementation with stakeholders47. monitor the programme and identify any specific resource and performance issues and recommend appropriate action48. verify the compliance of statutory requirements for both planned preventative maintenance and emergency works49. verify that accurate monitoring records are maintained and retained50. Operate within standards51. Undertake personal development in the occupational practice area52. Prepare site inspection information53. Organise site inspection information54. Provide information and guidance on site inspection issues55. Prepare documentation for project handover56. Obtain and communicate project feedback
Production Development Manager1. identify the organisational and communication needs for the project in relation to the following and implement procedures which ensure administrative, management and operational control• roles and responsibilities• site or head office interface• contract or project administration• health, safety, welfare, wellbeing and environmental needs• project team interfaces• integration of data• sharing of project data• team working• stakeholders2. establish and maintain systems which are compatible with those used by the client, customer or their representative, the supply chain and other stakeholders3. ensure project information is produced, accurate and issued to relevant stakeholders for the following• details of roles and responsibilities• details of the organisational structure4. implement inclusive methods of communication for reporting, recording and retrieving information between the project team, organisations and stakeholders5. monitor communication systems and organisational procedures for effectiveness6. identify, investigate and record any breakdowns, conflicts or opportunities for improvement to the communication systems and organisational procedures7. implement and record any action taken to improve or restore effective communication systems and organisational procedures8. prepare for and manage meetings with colleagues and stakeholders that include the following• prepare an agenda, arrange venue and contact attendees in good time• the objectives to be achieved during the meeting• encourage and acknowledge constructive contributions from the attendees during the meeting• encourage a balanced and informed discussion on the agenda items• run the meeting on time• agree whether objectives have been achieved• agree and record actions and responsibilities following the meeting9. ensure post meeting activities are carried out including• minutes of the meeting drafted and circulated• monitoring of the completion of the agreed post meeting actions
Production Directors in Construction1. 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 impact2. 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 requirements3. 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 stakeholders4. 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 budgets5. 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 purposes6. 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 specifications7. 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 time8. 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 stakeholders9. 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 team10. 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 circumstances11. 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 achievements12. 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 process13. 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 making14. 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 standards15. 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 contract16. 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 signed17. 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 procedures18. 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 objectives19. 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 effect20. 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 conditions21. 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 alternative22. 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 options23. 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 manner24. 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 partnerships25. 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 advantages26. 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 tender27. 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 process28. 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 competition29. 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 policy30. 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 penetration31. 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 makers32. 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 circumstances33. 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 regulations34. 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 views35. 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 compliance36. 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 databases37. 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 resources38. 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 proposals39. 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 it40. 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 requirements41. 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 it42. 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 project43. 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 stakeholders44. 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 agreement45. 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 them46. 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 policy47. 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 improvements48. 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 requirements49. collect and record progress information regularly and summarise it for stakeholders50. identify and record inadequate or inappropriate resources, recommend alternative resources and pass the information to stakeholders51. identify, quantify and record any identified or predicted deviations from planned progress which have or may occur52. identify and record the circumstances of any deviations and identify corrective actions53. recommend options to stakeholders that allow the programme to be maintained54. inform stakeholders about changes to the operational programme55. suggest, implement and record the decisions and actions that need to be taken to maintain progress56. identify and record improvements to the programme from feedback received and inform stakeholders57. identify and interpret quality standards from available information and ensure their implementation before work commences58. specify roles and responsibilities and allocate these to individuals to maintain quality standards, and contribute towards a site quality plan or procedure59. establish systems to inspect and control the quality of the work and record the systems adopted60. regularly check that inspections are carried out to ensure that work conforms to the specified quality standards61. identify and record any work which fails to meet the requirements and specified quality standards, implement corrective action and ensure records are kept62. 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 product63. identify conflicts between quality standards and refer them to stakeholders for resolution64. identify improvements from analysing feedback received and record and recommend them to stakeholders65. implement and monitor one of the following quantities and cost control systems which can provide early warning of problems• operational procedures and meetings• electronic records66. 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 completed67. ensure that work values, quantities and cost data are prepared and recorded68. ensure that prepared data is presented in a format which will help the people responsible to make decisions69. ensure that variations and trends in quantities and cost data are identified, specified, quantified, costed and recorded70. 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 work71. 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 work72. identify major activities, determine the resources needed from the information available, prepare draft work programmes and schedules and record all the information73. evaluate, assess and record alternative methods, resources and systems and consider the outcomes in order to select the best solution to meet project requirements74. obtain clarification and advice from the following information sources where the resources required are not available• stakeholders• the workforce• technical and trade literature75. 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• customers76. 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 available77. 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 schedules78. 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 planning79. 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 changes80. identify the environmental management considerations81. examine project data, and establish and record methods of work that will support sustainability82. promote a culture of environmental awareness and support for sustainability in the workforce83. examine and record the policies adopted for environmental management and sustainability84. delegate and record the assigned duties for environmental management and monitoring of sustainable work methods85. 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 species86. 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 emissions87. 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 management88. 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 wellbeing89. 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 responsibilities90. 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 warnings91. 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 resources92. 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 source93. 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 environment94. 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 policies95. collect, collate and analyse relevant pre-construction information, ensuring that it is up to date and accurate96. establish and record the relevant dimensional control information for the project97. ensure that variations in dimensional control are identified, recorded and notified to stakeholders98. establish a dimensional control monitoring system, which ensures dimensional controls are maintained99. ensure that measuring and recording equipment is calibrated and maintained to meet the specified accuracy criteria and the checks are recorded100. 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 work101. 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 guidance102. 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 reports103. 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• sustainability104. ensure method statements and risk assessments are current, accurate, agreed and acceptable to all stakeholders105. 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 management106. 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• designers107. 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• consultations108. evaluate the feedback received and justify the recommendations to stakeholders109. summarise and record recommendations from feedback analysis and promote for adoption and use110. evaluate feedback systems to ensure recommendations have been implemented and are effective111. ensure and record that the specification of the selected plant, equipment or machinery meets the needs of the project before deployment112. 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 people113. 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-makers114. 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 management115. 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 supervisors116. 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 requirements117. 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 requirements118. 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 chain119. ensure that plant, equipment or machinery which is no longer needed is returned or removed and records are maintained120. 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 constraints121. manage the implementation of the retrofit plan ensuring effective and efficient working practices compliant with design and quality standards, for a given occupational area122. review and record on works progress against the project programme, resources and planned sequencing of works, and recommend and take corrective action when required123. 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• loading124. record and report that ventilation is not compromised and complies with all relevant standards for the following:• gas and other combustion appliances• flues• general ventilation125. 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 insulation126. 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 insulation127. manage the scheduling and coordination of the inspection, testing, and commissioning and record the outcomes for retrofit works128. 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 insulation129. manage the project handover on completion of the installation of retrofit works130. confirm project requirements, consult with stakeholders and develop, agree and record a handover programme131. 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 completion132. carry out handover inspections, relevant tests and commissioning activities ensuring they are recorded and certificated133. record stakeholder concerns during inspection, agree and record any actions required134. 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• sustainability135. 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 design136. 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’ information137. 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 factors138. 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 installation140. manage the installation of the temporary works in accordance with the programme of works to meet the needs of organisational and other stakeholder procedures141. keep accurate records of work progress checks, faults, problems, corrective actions, quantities involved and maintain safe working methods and practices142. handover the temporary works in accordance with organisational procedures143. manage the removal of the temporary works in accordance with the programme of works to meet the needs of organisational and other stakeholder requirements144. define and record your aims and objectives for undertaking personal development145. 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 bodies146. analyse the current level of your knowledge and performance against selected and recognised standards147. develop a profile of your competence and personal development needs and record the outcomes148. prepare and record a development plan for achieving identified development needs149. undertake development activities aimed at achieving identified development needs, reviewing and recording progress and the effectiveness of the activities150. obtain, accept and record feedback from people who can judge your performance and provide objective, valid feedback151. review the cycle of personal development aims and objectives to revise and update aims and objectives to suit changing circumstances and record the outcomes152. 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 writing153. 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 requirements154. 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 training155. 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 attendance156. 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• environment157. 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• information158. 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 programme160. 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 intervention161. analyse project requirements in line with operational plans to ensure quantities and supplies of materials meet organisational requirements and develop a delivery schedule162. analyse calculations for delivery and lead times and ensure records of delivery schedule and traffic management are maintained163. identify and record alternatives to the supply of materials to improve the following• economy of usage• cost• environmental impact• sustainability164. ensure orders are prepared in line with organisational and/or project requirements to meet the delivery schedule165. promote goodwill and trust with suppliers and users to ensure the delivery schedule is maintained through positive negotiation166. 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 specification167. analyse records of the following identified factors used in materials control• quality• quantity• payment to suppliers• approval by client, customer or their representative• programming168. identify and record problems with supply and take action to resolve them169. identify and record revisions to the delivery schedule to facilitate change or minimise disruption to the programme170. 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 maintained172. prioritise and record the maintenance activities to take account of identified influencing factors whilst maintaining consistency173. 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 consents174. 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• delays175. 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 providers176. 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 plans177. 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 features178. 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 features181. 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 archaeology182. 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 archaeology183. 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• handover184. 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 parameters185. 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 attendance186. 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 works187. plan for traffic management and identify access and egress points for the site and works which are safe, convenient and minimise disruption188. 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 providers189. provide and record accurate details about the proposed work, site access and egress, layout, evacuation and hazards to the utility and emergency services190. make and record the arrangements identified before work starts and review as work progresses for site safety and welfare191. implement and record the procedures and arrangements for environmental protection and security192. implement and record the procedures and arrangements for temporary works193. 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 recycling194. record the types and locations of notices, which provide information that complies with current organisational requirements195. ensure the notices are placed correctly and implement a maintenance schedule196. determine and record at least two of the following tunnelling activities against the input of information from at least five of the following information sources197. 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 conditions198. prioritise activities by assessing and accounting for all the influencing factors199. 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 data200. 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 instability201. 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
Managers in Construction1. engage colleagues and stakeholders in obtaining contracts to supply products and services2. maintain systems to identify opportunities to bid to supply products and services3. carry out targeted research amongst existing and potential customers to identify opportunities to tender to supply products and services4. evaluate your organisation's capacity and capability to respond to opportunities to tender to supply products and services credibly and competitively5. collaborate on tenders with other organisations with complementary capabilities, where appropriate6. 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 services7. prepare financial quotations that take account of your organisations' financial objectives, the customer's ability to pay and your estimates of competitors' quotations8. present your bids to potential customers, anticipating or pre-empting any queries and objections9. evaluate potential trade-offs which will be beneficial both to the customer and to your organisation10. respond to any queries or objections from potential customers11. check the potential customers understand and accept your responses to objections and queries12. negotiate contracts that meet both the new customer's and your organisation's requirements13. ensure formal agreements are drawn up and signed which meet legal requirements14. obtain feedback from customers identify how you can improve, in cases where you fail to obtain contracts15. review the tendering process with colleagues and use the lessons learned to improve future bids16. follow the legal, organisational, codes of practice and policies relevant to bidding for contracts17. specify the purpose of teams and what they must achieve18. define the expertise, knowledge, skills and attitudes required to achieve team purpose19. identify team members' knowledge, skills and competences to determine their roles within the teams20. plan and develop any knowledge, skills and competences lacking in the teams21. develop and implement succession and knowledge and skills transfer plans, where required22. confirm the work required of teams with your manager and seek clarification on any outstanding points and issues23. plan how teams will undertake the work, identifying any priorities or critical activities and making effective use of the available resources24. allocate work to team members by taking account of their skills, knowledge, competence, backgrounds and experience25. analyse team members existing workloads, and opportunities for their development26. brief team members on the work they have been allocated and the standard of performance expected27. encourage team members to ask questions, make suggestions and seek clarification in relation to the work they have been allocated28. respond to any concerns team members may have about their work29. demonstrate behaviours that show and inspires team members to show, respect, helpfulness and cooperation30. agree the behaviours that will help achieve team purpose and those likely to hinder progress with team members31. support team members to understand their unique contribution to teams, the contributions of fellow team members, and how these complement each other32. provide opportunities for team members to get to know each other's strengths and weaknesses and build mutual respect and trust33. allow time for teams to develop through their stages of growth34. support the team to seize opportunities presented by team member changes and the introduction of new members35. encourage team members to share problems with each other and solve these creatively together36. encourage open communication between team members, including providing constructive feedback to enhance the performance of individual members and the whole team37. monitor the performance of teams to evaluate how well its purpose is being achieved38. celebrate team and individual successes together39. identify conflicts, acknowledge the feelings and views of all parties, and redirect energy towards a common goal40. dissolve teams once their purpose has been achieved and they are no longer required41. follow the industry legal, organisational, codes of practice and policies relevant to building teams and allocating work42. 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 audits43. 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 dates44. help employees identify their needs and expectations for coaching or mentoring45. ensure that employees' coaching or mentoring needs and expectations are in accordance with your organisation's objectives46. define your own expectations of the coaching or mentoring process47. agree coaching or mentoring contracts covering the specific area(s) for performance development, the gaps between current and required performance, and employees' motivations48. outline the support that employees can expect from you, and the commitment you expect from them49. provide opportunities for employees to approach you, as a mentor or a coach, with problems affecting their performance50. identify performance issues and bring these to the attention of the employees concerned51. identify obstacles to performance and support employees to overcome them52. agree revisions to planned actions when required53. maintain confidential records of your discussions with employees about problems affecting their performance54. agree coaching or mentoring arrangements with employees including what you will provide, timescales, the location, frequency and duration of meetings55. agree points when progress will be reviewed and how this will be measured and assessed56. explore the skills employees need to develop and the behaviours for change to meet the desired standard of performance during coaching conversations57. explore obstacles which could hinder employees' progress and how to remove these obstacles58. plan with employees how they can develop new skills and behaviours in a logical step-by-step sequence59. provide opportunities for employees to develop new skills and experiment with alternative behaviours60. encourage employees to identify and seize opportunities to apply their newly developed skills and behaviours to their work61. explore with employees any risks involved in applying their newly developed skills and behaviours to their work62. plan how to reduce any risks to levels acceptable to employees and the organisation63. identify and facilitate employees' access to the resources, information and advice they require for their development64. provide advice to employees based on your own knowledge and experience during mentoring conversations65. encourage and empower employees to take responsibility for developing and maintaining their own self-awareness, performance and impact66. encourage employees to reflect on their progress and clarify their thoughts and feelings about it67. monitor employees' progress in a systematic way, keeping records as required by your organisation68. provide specific feedback designed to improve employees' skills, reinforce effective behaviours and enhance their motivation to achieve the desired standard of performance69. agree with employees when they have achieved the desired standard of performance, or when they no longer require coaching or mentoring70. follow the legal, organisational, codes of practice and policies relevant to coaching or mentoring employees71. specify your organisation's customer-focused values72. engage colleagues and stakeholders in delivering products and services to customers73. establish customers' expectations in terms of products, services and the ways to deliver these74. design organisational processes to deliver products and services to customers' expectations75. manage organisational processes to deliver products and services to customers' expectations76. check that colleagues are briefed on processes and customers' expectations77. communicate colleagues' roles and responsibilities in meeting customer expectations, including any agreed standards of customer service78. empower colleagues to meet or beat customers' expectations79. provide training, support, supervision and other resources when required80. establish sustainable processes to support customers and resolve any problems81. monitor that the day-to-day behaviour of colleagues against your organisation's customer-focused values82. develop a culture which nurtures, respects, values, recognises and rewards employees who work in the 'front-line' directly with customers83. identify processes for monitoring levels of customer satisfaction with products, services and the ways these are delivered84. operate processes for monitoring levels of customer satisfaction85. evaluate the delivery of products and services to make recommendations for improvements86. demonstrate increasing levels of customer satisfaction with the organisation's products, services and processes87. follow the legal, organisational, codes of practice and policies relevant to delivering products and services to customers88. develop business continuity plans and arrangements by collaborating with colleagues, team members and stakeholders89. confirm the required aim, scope and objectives of business continuity plans and arrangements90. identify key products or services and the critical activities and resources that support them91. evaluate the resilience of the structures and processes of the organisation and external organisations92. identify and assess alternative strategies to mitigate the effects of business disruption or emergencies93. develop business continuity plans and arrangements that can mitigate the effects of business disruption or emergencies94. produce a framework for business continuity management, co-ordination and control95. develop procedures for determining when the business continuity plan must be invoked96. define roles and responsibilities of colleagues and team members involved in business continuity management, co-ordination and control97. outline prioritisation of organisational processes or services98. develop procedures for activating response arrangements99. agree provision of resources to support business continuity plans100. provide resilient information and communications systems101. check that the resources committed to business continuity management are proportionate to the potential impact of business disruption or emergencies102. present business continuity plans and arrangements to colleagues, team members and stakeholders to promote understanding103. establish the ownership of business continuity plans and arrangements within different business units104. communicate business continuity plans and arrangements to colleagues, team members and other stakeholders105. arrange training for colleagues and team members106. provide exercises to validate and practice business continuity plans and arrangements107. 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 exercises108. define customer-focused organisational values and beliefs109. assess the level of customer service your organisation is currently providing110. produce plans to put customers at the heart of achieving your organisation's vision and strategic objectives111. communicate your plans to key stakeholders and decision-makers to secure their agreement to your approach112. review processes and systems throughout the organisation to ensure they are customer-focused113. communicate your plans for embedding customer-focused approaches to colleagues to gain their commitment114. develop employee skills, behaviours and attitudes to build a culture that puts customers first115. implement processes and systems that reinforce staff commitment to providing service that meets or beats customers' expectations116. establish collaborations with other organisations to maintain and improve services to customers, where appropriate117. undertake joint activities with customers to identify improvements to the level of customer service provided by your organisation118. model behaviour that shows, and inspires employees to show, respect, helpfulness and cooperation119. analyse the level of customer service your organisation is providing at specified intervals, in accordance with your plan120. make improvements to the level of customer service provided by your organisation based on analysis and feedback121. follow the legal, organisational, codes of practice and policies relevant to developing a customer-focused organisation122. engage colleagues and stakeholders in developing and implementing marketing plans123. identify and prioritise marketing objectives for your area of responsibility124. check that marketing objectives are consistent with your organisation's overall business plan, culture, vision and values125. consider the needs of other areas of your organisation when developing marketing objectives126. obtain advice and support from marketing specialists and those providing marketing services, as required127. engage colleagues within your organisation and stakeholders in developing understanding of your markets and customers128. review the available customer data and information129. review the available data and information about your markets130. carry out research to develop understanding of your organisation's markets and customers131. evaluate information on current and potential markets for your products and services to identify the characteristics that distinguish market segments132. evaluate current and potential customers to identify their behaviour, needs and expectations133. evaluate the extent to which current and potential customers' needs and expectations are being met by your organisation's or competitor's products and services134. evaluate current and potential developments in your sector, including competitors' activities135. evaluate opportunities to enter new markets136. assess the opportunities to introduce innovations that meet customers' needs137. 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 services139. provide data and information about markets and customers to help managers take decisions140. develop marketing plans and budgets for the achievement of the strategies, setting out clear actions, risks, contingencies, responsibilities and milestones141. discuss marketing plans and budgets with senior management and stakeholders142. confirm the commitment of senior management and stakeholders to your marketing plans and providing the necessary employees and resources143. identify and access the employees and other resources required for your marketing plans144. communicate your marketing plans to ensure the understanding and commitment of colleagues and the support of stakeholders145. ensure that those involved in implementing marketing plans understand their individual responsibilities and are committed to achieving objectives146. provide training, support and supervision to enable colleagues to carry out their responsibilities147. implement marketing plans as agreed, whilst responding flexibly to responses from customers and changes in the markets, including competitor activity148. monitor the implementation and performance of your marketing plan against milestones and budgets149. take action to address any significant variances in performance against the plan150. report on the performance of your marketing plans to senior management and stakeholders151. seek authority to make any significant changes to marketing plans, where required152. evaluate the implementation of your marketing plans and use the information to improve future marketing planning153. follow the legal, organisational, codes of practice and policies relevant to your role and the activities being carried out to develop and implement marketing plans154. define your objectives for collaboration with relevant professionals and stakeholders155. identify contacts and organisations that support your current work and provide future opportunities156. create professional networks of contacts which meet your current needs for information and resources157. compare your own and your colleagues' expectations of professional relationships158. identify preferred ways of communication with your networks of contacts159. develop your professional connections to meet your current and future needs for information and resources160. outline your knowledge, skills and competence with your professional connections161. provide information about the benefits of collaboration with you162. assess opportunities presented by your networks of contacts163. maintain boundaries of confidentiality between yourself and your networks of contacts164. agree guidelines for exchanging information and resources following your organisational policies165. encourage your colleagues and team members to share information and knowledge in accordance with confidentiality166. develop your professional connections in conjunction with your priorities and needs167. select communication media channels and styles to suit different contacts and professional sectors168. deliver your position and views where there are differing opinions169. use the range of digital technologies for engagement, communication and maintaining your professional connections170. use the information and resources gained through your professional networks to enhance your work171. comply with legal requirements, industry regulations, organisational policies and professional codes of practice172. evaluate opportunities to work collaboratively with other departments to improve overall organisational efficiency and effectiveness173. identify departments and organisations that share common or complementary objectives to determine the feasibility of collaboration174. 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 involved175. create a climate of trust and mutual respect where you have no authority, or shared authority, over those you are working with176. agree the aims and objectives of collaboration with other departments and organisations and the benefits for each collaborator177. outline the resources each department and organisation will commit to collaborations178. plan the actions each department and organisation will complete and when179. define the expected outcomes and levels of service when collaborating180. identify the risks involved in collaborations and how these will be managed181. set up arrangements for communicating and reporting on progress182. plan how and when you will review the effectiveness of your collaborations183. complete actions within the agreed time and to the agreed quality184. inform the other departments and organisations if you are unable to complete actions and the reasons for this185. explore difficult situations and issues from other departmental and organisational perspectives and provide support to move things forward186. provide reports, and receive reports from, the other departments and organisations according to arrangements agreed187. provide feedback to the other departments and organisations to help them to perform effectively and reinforce their commitment and enthusiasm for collaboration188. process information supplied by the other departments and organisations in accordance with arrangements and relevant legislation189. review the effectiveness of your collaboration at agreed times and the extent to which the aims and objectives have been achieved190. evaluate the actions carried out by each department and organisation, any deviations from the actions agreed and reasons for these191. identify any failures or mistakes, the reasons for these and ways of avoiding these failures or mistakes in the future192. assess the collaboration costs and identify ways that costs may be reduced in the future193. compare the benefits to each department and organisation, the value of these benefits and how mutual benefits may be increased in the future194. agree the extent that expectations of each department and organisation have been met195. recommend changes to make your collaboration more effective in the future196. follow the legal, organisational, codes of practice and policies relevant to collaborative working197. establish working relationships with relevant colleagues within your organisation198. use relevant tools and technologies for managing different teams, including office-based, dispersed, remote or hybrid199. recognise and respect the roles, responsibilities, interests and concerns of colleagues200. create a climate of trust and mutual respect where you have no authority, or shared authority over your colleagues201. explore difficult situations and issues from colleagues' perspectives and provide support to move things forward202. provide colleagues with appropriate information to enable them to perform effectively203. consult colleagues about key decisions and activities, taking account of their views204. fulfil the agreements made with colleagues205. advise colleagues of difficulties, or where it will be impossible to fulfil agreements206. identify and resolve conflicts of interest and disagreements with colleagues in ways that minimise damage to work activities and to the individuals involved207. monitor and review the effectiveness of working relationships with colleagues to identify areas for improvement208. provide feedback to improve your colleagues performance209. analyse the feedback you have received to improve your own performance210. identify external stakeholders and the nature of their interest in the activities and performance of your organisation211. establish working relationships with internal and external stakeholders212. recognise and respect the roles, responsibilities, interests and concerns of stakeholders and, particularly in situations of matrix management, their managers requirements213. evaluate difficult situations and issues from stakeholders' perspectives214. provide support, where necessary, to move difficult situations forward215. provide stakeholders with appropriate information to enable them to perform effectively216. consult stakeholders about key decisions and activities and take account of their views, including their priorities, expectations and attitudes to potential risks217. fulfil agreements made with internal and external stakeholders218. advise stakeholders promptly of any difficulties or where it is not possible to fulfil the agreements made219. identify and resolve conflicts of interest and disagreements with stakeholders in ways that minimise damage to work activities and to the stakeholders involved220. monitor and review the effectiveness of working relationships with stakeholders to identify areas for improvement221. gather feedback to improve your own and stakeholders' performance222. monitor wider developments to identify issues of potential interest or concern to stakeholders in the future223. identify new stakeholders to build working relationships with224. follow the legal, organisational, codes of practice and policies relevant to developing and sustaining productive working relationships with colleagues and stakeholders225. engage employees in your area of responsibility in developing their knowledge226. identify where key knowledge is created, developed and shared in your area of responsibility227. specify how information is made available to other departments or organisations228. identify and access networks, communities and other sources of knowledge relevant to your area of responsibility229. implement agreed standards and processes that support knowledge creation, development, sharing and capture to ensure that valuable knowledge is recorded230. provide systems and tools to support the development, recording and sharing of knowledge231. provide training, support and guidance to allow employees to use knowledge management systems and tools effectively232. identify where work practices and behaviours hinder effective knowledge development and sharing233. implement changes to improve knowledge development and sharing, when required234. encourage employees to share knowledge and use knowledge management standards, systems, tools and processes235. evaluate knowledge management risks and take action to manage them236. protect intellectual property from unauthorised use237. identify the information and knowledge employees require238. communicate information and knowledge to those who require it, in accordance with policies239. identify how employees prefer to receive information and knowledge and what media, languages, styles, timing and pace are most appropriate240. check that the information and knowledge you are communicating are current, accurate and complete in line with your organisation's requirements241. take action to minimise any interference or disruption to your communication242. communicate in ways that help employees to understand the information and knowledge you are communicating and their relevance243. use a variety of techniques to gain and maintain employees' attention and interest and help them retain information and knowledge244. adjust and fine-tune your communication in response to both verbal and non-verbal feedback245. state the level of confidence that can be placed in the information and knowledge you are communicating246. explain jargon, technical terms or abbreviations247. confirm that employees have received and understood the information and knowledge you have communicated248. 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 it249. implement improvements to knowledge management standards, systems, tools and processes250. follow the legal, organisational, codes of practice and policies relevant to developing knowledge and communicating information251. develop operational plans in collaboration with colleagues from your area of responsibility and other key stakeholders252. develop operational plans that are consistent with organisational values and strategy and the specific objectives of your area of responsibility253. identify synergies with other areas within the organisation when developing operational plans254. compare innovative approaches and tried-and-tested solutions when developing plans255. identify resource requirements and their availability both now and in the future256. define indicators and methods for monitoring and evaluating the plans257. communicate operational plans to secure colleague commitment and the support of other key stakeholders258. review operational plans, in the light of changes to organisational strategy and the operating environment259. specify risk management activities that take account of the size and nature of your organisation260. develop your organisation's written risk management policy, including a statement of risk appetite and responsibilities for risk management261. confirm that your organisation's risk management policy has management support and is clearly communicated across the organisation and to other stakeholders262. define, and periodically review, risk criteria for your organisation, considering the views of relevant people across the organisation and stakeholders263. evaluate current and planned organisational activities to identify potential risks, the nature of the risks, the probability of occurrence and consequences264. produce a risk profile for your organisation and, taking account of your organisation's risk criteria and other relevant information265. prioritise identified risks following your organisation's procedures266. communicate risk information to colleagues and stakeholders to enable decisions and actions to be taken in terms of accepting or treating the risks267. allocate resources to enable effective risk management268. provide support for colleagues to integrate risk management into strategic and operational plans and activities269. collect information about how identified risks have been or are being dealt with, including contingency plans which have been put in place270. develop an organisational culture in which people are risk aware but are prepared to take acceptable risks and to make and learn from mistakes271. seek specialist support on risk management issues, where necessary272. maintain the risk management process in your organisation, identifying potential improvements and making changes where necessary273. follow the legal, organisational, codes of practice and policies relevant to your role in developing operational plans and managing risks274. monitor trends and developments in your professional sector and area of expertise275. evaluate the impact of trends and developments on your work role276. assess the current and future requirements of your work role in accordance with the vision and objectives of your organisation277. 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 emotions279. identify your own strengths and limitations280. identify your learning and development needs281. agree a development plan which addresses identified gaps in your knowledge, skills and competence282. agree a development plan which supports your own career and personal goals283. undertake the activities agreed in your development plan using preferred learning methods284. seek new sources of support, when necessary285. access available learning and development resources to support development activities286. evaluate how learning and development activities have contributed to your performance287. request objective, specific and valid feedback on your performance from colleagues, team members and customers288. collate and analyse the feedback and take appropriate actions, where required289. update your development plan in the light of your performance, development activities undertaken and any wider changes290. reflect on your learning and work experiences in your continuing professional development (CPD) records291. engage colleagues, team members and other stakeholders in developing your organisation's values and culture in line with the organisation's vision and strategy292. agree values consistent with your organisation's overall vision and strategy and the needs and interests of stakeholders293. identify the behaviours expected of colleagues and team members aligned with its culture and values294. communicate the agreed values to colleagues and team members across your organisation295. encourage colleagues and team members to act in ways consistent both with organisational values and with their culture of origin296. formulate policies, programmes and systems to support the agreed values297. support colleagues and team members to demonstrate the values in their work298. demonstrate awareness of your own values, motivations and emotions299. identify colleagues' and team members' needs, feelings and motivations and take an active interest in their opinions300. role-model organisational behaviours and values to inspires colleagues and team members to show respect, helpfulness and cooperation301. monitor the way values are applied at work302. challenge behaviour and counter messages that conflict with the agreed values303. review your organisation's culture and redefine or reinforce values304. follow, and ensure others follow, legal requirements, industry regulations, organisational policies and professional codes305. develop your organisation's vision and strategies by engaging with the governing bodies, colleagues, strategic partners, shareholders, suppliers, customers and your community306. challenge opinions to encourage, generate and recognise innovative solutions307. formulate a vision based on an evaluation of the operating environment, the values of your organisation and the expectations of key stakeholders308. check that the vision aligns with your organisation's longer-term strategic goals309. communicate the vision to inspire stakeholders to commit to achieving it310. develop strategic business plans by engaging colleagues and key stakeholders311. establish and prioritise strategic objectives that are consistent with your organisation's vision and values312. identify programmes of activity capable of achieving the strategic objectives313. create a business plan to implement your organisation's strategic objectives314. evaluate potential risks and develop realistic plans to manage risks315. identify resource requirements and evaluate their availability both now and in the future316. develop policies that will guide the work of colleagues towards the achievement of the organisation's vision317. identify reliable measures and methods for monitoring and evaluating the plan318. communicate the strategic business plan to win the support and commitment of key stakeholders319. present ideas and arguments convincingly to engage people and create a common sense of purpose320. identify stakeholders' needs and interests and manage these effectively321. provide strategic direction and clear parameters that empower stakeholders to apply their energies and expertise creatively to achieve the vision322. monitor organisational performance against strategic business plans323. evaluate organisational performance against strategic business plans324. seek opportunities to improve your own performance325. balance risks against the benefits that may arise from taking risks326. review and redefine the vision, strategies and business plan to reflect changes in the operating environment327. follow the legal, organisational, codes of practice and policies relevant to your role when developing your organisation's vision, strategies and business plans328. monitor national and international legal, regulatory, ethical and social requirements and the effect they have on your organisation329. evaluate what will happen if you do not meet national and international legal, regulatory, ethical and social requirements330. develop policies and procedures to make sure your organisation meets all requirements331. check that colleagues understand organisational policies and procedures and the importance of putting them into practice332. monitor the way policies and procedures are put into practice and provide support333. support colleagues or team members to report any concerns about not meeting the requirements334. identify potential risks and hazards335. identify and raise ethical concerns with colleagues and decision-makers336. identify and correct failures to meet the requirements337. identify reasons for not meeting requirements338. encourage others to share information and knowledge within the constraints of confidentiality339. adjust policies and procedures to reduce the likelihood of failures in the future340. implement difficult or unpopular decisions when necessary to ensure compliance341. provide full reports about any failures to meet the requirements to key stakeholders342. provide information and knowledge to support compliance with legal, regulatory, ethical and social requirements343. engage your colleagues and team members to support evaluation of your organisation's operating environment344. engage stakeholders to support evaluation of your organisation's operating environment345. monitor political, economic, social, technological, legal and environmental trends and developments and evaluate their impact on your organisation346. monitor needs, behaviours and expectations of existing and potential customers and evaluate their impact on your organisation347. monitor the activities of existing and potential competitors and collaborators and evaluate their impact on your organisation348. monitor and evaluate the impact of trends and developments within your organisation349. benchmark your organisation's performance and practices with comparable organisations nationally and internationally, where appropriate350. compare the strengths and weaknesses of your organisation to respond to opportunities and threats in existing and future work351. assess the implications or consequences of future scenarios352. specify the assumptions made and risks involved to understand future scenarios353. organise information and knowledge in a way that supports the strategic planning and decision-making354. structure information to facilitate organisational knowledge management355. develop systems to gather information and knowledge within agreed timescales and ethics356. maintain systems to manage information and knowledge357. identify the internal and external political factors that impact on your organisation's operating environment358. identify systemic issues and mitigate their impact on organisational performance359. assess future scenarios based on the analysis of trends and developments360. explore and assess the range of future scenarios within the environment in which your organisation operates361. follow the legal, organisational, codes of practice and policies relevant to your role when evaluating your organisation's operating environment362. inform employees about the standards of conduct and performance expected of them363. identify your organisation's procedures for dealing with misconduct or unsatisfactory performance364. seek support from colleagues, human resources or legal specialists on implementing disciplinary and grievance procedures when required365. investigate and establish the facts relating to team members misconduct or unsatisfactory performance366. resolve cases of minor misconduct or unsatisfactory performance informally367. follow your organisation's formal disciplinary procedure in serious cases of misconduct or unsatisfactory performance368. share your organisation's procedure for raising grievances with your team369. identify potential grievances and take preventative measures to resolve issues where possible370. recognise the role of employee representatives such as trade unions and ensure that they are included in the process371. use an informal approach to resolve employee concerns, problems and complaints where possible372. follow your organisation's formal grievance procedures if an employee raises a grievance in writing373. maintain records related to disciplinary and the grievance processes and store these confidentially in line with organisational procedures374. evaluate your organisation's disciplinary and grievance procedures to identify improvements375. follow the legal, organisational, codes of practice and policies relevant to your role and the activities being carried out376. identify opportunities for innovation and improvement through collaboration with colleagues and team members377. identify potential new ideas in collaboration with external experts and other organisations378. monitor trends and developments in your organisation's operating environment379. monitor the performance of your organisation's products, services and processes380. benchmark your organisation's products and services with comparable organisations381. develop potential new products, services, markets, or processes382. manage improvements to existing products, services and processes383. encourage, generate and recognise imaginative and innovative solutions from colleagues and team members384. agree clear criteria for evaluating potential innovations and improvements with key stakeholders385. gather sufficient, valid information to allow potential innovations and improvements to be evaluated386. gather, store and retrieve information within the budget and timescales agreed387. evaluate potential innovations and improvements against agreed criteria388. present your evaluation findings to key stakeholders to help them appreciate the potential value of innovations and improvements389. communicate your evaluation to colleagues and team members to reinforce their commitment to seek opportunities for innovation and improvement390. defend the intellectual property rights of innovations by acting, where required391. follow the legal, organisational, codes of practice and policies relevant to your role when identifying and evaluating opportunities for innovation and improvement392. confirm the organisational objectives to be achieved393. identify and justify requirements for financial resources by engaging with stakeholders394. identify methods of achieving objectives395. evaluate the effectiveness and efficiency of methods to select the optimal method396. estimate the costs of the activities and overheads required to achieve objectives by the optimal method397. prepare the business case for your requirements for financial resources, specifying objectives and the benefits of achieving these objectives398. outline the proposed method, timescales for activities and costs involved in your business case399. perform cost benefit analysis400. specify the assumptions made, the risks and how these will be managed in your business case401. outline evaluation arrangements402. provide any alternative options considered but rejected as sub-optimal to stakeholders403. prepare alternative options for achieving objectives, in case your budget requirements are not approved404. present your business case to budget decision-makers, providing any further information or rationale required405. defend your business case, engaging the support of stakeholders and decision-makers406. seek approval for alternative options when your original business case for budget requirements is not accepted407. obtain feedback on your presentation of the business case from decision-makers to help improve future proposals408. communicate the decision on your budget requirements to stakeholders, explaining the reasons for any changes or alternative options adopted409. follow the legal, organisational, codes of practice and policies relevant to your role when identifying and justify requirements for financial resources410. engage employees and other stakeholders in implementing changes411. initiate your organisation's plans for change in line with agreed timescales and available resources412. delegate responsibilities to colleagues in line with your plans413. provide support and encouragement to colleagues implementing changes414. arrange training and support for colleagues impacted by changes415. implement your organisation's agreed contingency plans when required416. take contingency actions in the event of risks or situations of crisis417. identify, evaluate and resolve any problems or obstacles that arise418. maintain the continuity of business activities during periods of change419. monitor progress against your plans and take action in response to any significant variances420. communicate progress and provide opportunities for people to give feedback421. provide recognition for colleagues and teams who achieve results422. check that change management meets the requirements of your organisation423. engage employees and other stakeholders in evaluating changes424. evaluate the change process against the success criteria agreed with stakeholders425. establish the reasons for any failure to meet the success criteria in full426. assess the impact on those involved in the changes427. identify any unanticipated benefits or disadvantages arising from the change and the reasons for these428. review the change process, including any deviations from original plans429. identify the lessons to be learned for future changes430. calculate the net value of the change and determine whether it meets the expectations of stakeholders431. communicate the findings of your evaluation to stakeholders with recommendations for any further changes required432. the legal, organisational, codes of practice and policies relevant to your role and implementing and evaluating changes433. communicate your strategic business plan to colleagues and key stakeholders to engage their understanding and support434. delegate responsibilities for achieving strategic objectives to individuals and gain their commitment to achieving them435. evaluate risks to the achievement of strategic objectives and take action to mitigate risks436. demonstrate your personal commitment by leading the achievement of key strategic objectives437. 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 timescales438. communicate operational plans to gain the understanding and support of colleagues and key stakeholders439. delegate responsibilities for achieving operational objectives to individuals and gain their commitment to achieving them440. provide the resources required to achieve the objectives in your strategic and operational plans441. hold employees to account for the achievement of the strategic and operational objectives delegated to them442. use agreed methods and measures to monitor implementation of your business plans443. provide advice, guidance and support towards achieving strategic and operational objectives, when required444. apply indicators and methods for monitoring progress against your business plans at agreed intervals445. evaluate variances from your business plans and the reasons for significant variances446. ask colleagues to explain variances and propose action to address significant variances447. 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 environment448. inform colleagues of adjustments to your plans and help them make changes to their own plans449. evaluate the implementation of your business plans to make recommendations that identify good practice and areas for improvement450. evaluate and agree with colleagues and key stakeholders the extent to which the objectives in your strategic and operational business plans have been achieved451. celebrate the achievement of strategic and operational objectives and recognise the contributions of those involved452. analyse the reasons for any shortfalls in the achievement of strategic and operational objectives to inform the development and implementation of future business plans453. follow the legal, organisational, codes of practice and policies relevant to implementing and evaluating business plans454. establish the purpose and objectives of meetings455. prepare to lead meetings and identify who needs to participate456. use the relevant tools and technologies for conducting the meeting face-to-face or remotely457. invite participants, giving them sufficient notice to enable them to attend458. state the importance of the meeting, the role participants will be expected to play459. circulate information in advance to enable participants to review and prepare460. consult with relevant colleagues and prepare to represent their interests and opinions461. brief participants on the content and purpose of meetings and their roles, when required462. set time for meetings to begin and end and allocate time for each agenda item463. check that all participants understand why they are present and what is expected of them464. clarify specific objectives at the beginning of each agenda item465. present information at meetings to develop the understanding of other participants466. present your opinions and the interests of those you are representing persuasively, providing evidence to support your case, where required467. encourage all participants to make contributions from their perspectives, whilst acknowledging and building on their contributions468. re-focus attention on the objectives of the meetings when unhelpful comments and digressions occur469. identify any issues emerging from discussions which impact on your area of responsibility470. propose and evaluate possible solutions which meet the needs of your area of responsibility, other teams and your organisation471. acknowledge and constructively discuss information and opinions provided by your colleagues472. clarify decisions taken on the various agenda items, where necessary473. manage time flexibly, giving more time to agenda items, if necessary, whilst ensuring key objectives are met474. inform participants of changes in meeting agendas when these happen475. summarise discussions at key points during meetings476. allocate action points to participants at the end of each agenda item477. take decisions within the meeting's authority, remit or terms of reference478. observe any formal procedures or standing orders that apply to the meeting in accordance with your organisation's requirements479. check that decisions and action points are recorded and communicated to participants480. evaluate whether the purpose and objectives of the meetings have been achieved481. identify how future meetings could be improved482. follow the legal, organisational, codes of practice and policies relevant to your role when leading meetings to achieve objectives483. define your organisation's direction by engaging with colleagues, team members and other stakeholders484. assess and analyse current trends, opportunities and risks to your organisation485. present the outcomes of your analysis to senior management representatives486. facilitate discussions with senior management to secure commitment and expertise to achieving results487. communicate and reinforce your organisation's purpose, values and vision across the organisation488. communicate your organisation's purpose, values and vision to external stakeholders489. evaluate the impact of your organisation on the environment, the local community and society490. identify the benefits of your organisation's impact on the environment, local community and society491. develop organisational plans that support your organisation's purpose, values and vision492. identify specific details that are critical to achieving the results493. develop methods of managing organisational difficulties and challenges494. develop a range of leadership styles and apply them when leading and managing different stakeholders and situations495. identify and evaluate colleagues' and stakeholder's needs and motivations496. provide support to help colleagues achieve their objectives497. protect your colleagues and team members from negative impacts498. recognise individual and team successes and achievements499. encourage colleagues to take responsibility for decision making and their own development needs500. provide individual and team support, advice and guidance when required, especially during periods of setback and change501. motivate colleagues, team members and stakeholders to present their own ideas502. empower colleagues and team members to develop their own ways of working within agreed boundaries503. encourage colleagues to take the lead when they have the relevant knowledge and expertise504. follow other peer leaders and learn from their professional expertise and leadership styles505. develop and maintain trust and support across the organisation and stakeholders506. create your organisation's culture that encourages creativity and innovation through role-modelling507. request regular feedback on your performance508. analyse feedback to plan and implement personal performance improvements509. monitor activity progress in different areas or departments of your organisation510. communicate the standards of work and behaviours expected from team members511. help team members understand how the roles of different team members interface, complement and support each other512. plan how overall objectives can be achieved, identifying any priorities or priority activities513. review employees' existing workloads to make the best use of the available resources514. delegate responsibilities to employees on a fair basis taking account of their skills, knowledge and competence, backgrounds and experience515. identify opportunities for employees' development516. agree smart (specific, measurable, agreed, realistic and time-bound) objectives with employees, including the standard of performance expected517. agree with employees how and when progress towards, and achievement of, objectives will be monitored, reviewed and evaluated518. check that employees are committed to achieving their objectives and understand their unique contribution to team and organisational objectives519. discuss and agree effective methods for achieving individual objectives and the resources, support and supervision required520. provide employees with the resources, support and supervision agreed521. monitor progress against objectives and evaluate performance against the standard expected at agreed times522. provide employees with constructive feedback to maintain and improve their performance523. identify any unsatisfactory performance, discuss the causes and agree ways of improving performance with the employees concerned524. recognise successful achievement of objectives in line with your organisation's policy525. review plans, responsibilities and objectives as agreed and following any significant changes to organisational plans and objectives526. communicate plans, responsibilities and objectives and any changes to those affected527. check the quality of team members work outputs against the standard of performance expected528. motivate team members to complete their allocated work on time and to the quality standard required529. provide additional support and resources team members require to complete their work on time and to the quality standard required530. motivate team members to maintain and continuously improve their performance531. use information collected on the performance of team members in formal appraisals of performance532. identify potential conflicts between team members and take preventative action to avoid these533. encourage team members to resolve their own problems and conflicts amongst themselves534. manage conflicts when the team members concerned are not able to resolve the conflicts themselves535. acknowledge and show respect for team members' emotions regarding the conflict and manage any negative emotions536. investigate the causes of the conflict, giving all parties opportunities to present the facts and their perceptions about the conflict537. agree with team members how to resolve the conflict, without apportioning blame538. accept help from colleagues or specialists, where necessary539. maintain complete, accurate and confidential records of conflicts and their outcomes, in line with organisational policy540. follow the industry legal, organisational, codes of practice and policies relevant to your role in managing and quality assuring the work of your team541. engage colleagues and stakeholders to provide information related to budget planning and management542. gather information to plan budgets for your area of responsibility, activities or projects543. identify organisational key performance indicators (KPIs)544. evaluate information to prepare forecasts for your area of responsibility, activities or projects545. produce budget proposals based on your evaluation of the information gathered546. submit your proposed budgets for decision-makers approval clearly specifying assumptions made, risks involved and how these will be managed547. negotiate the proposed budgets with decision-makers to agree final budgets548. use the agreed budgets to monitor and control performance for your area of responsibility, activities or projects549. identify the causes of any significant variances between what was budgeted and what happened550. take corrective action when required to manage budgets551. obtain agreement for corrective actions from decision-makers, if required552. track the budgets in response to variances, significant or unforeseen developments and propose revisions to them553. discuss and agree revisions with decision-makers554. provide reports on performance against the budgets to decision-makers555. identify and report evidence of potentially fraudulent activities in line with legal and organisational procedures, if required556. gather information from implementation of the budget to assist in the preparation of future budgets557. evaluate your budget management to identify and recommend improvements558. follow the legal, organisational, codes of practice and policies relevant to managing budgets559. identify your organisation's outputs to meet customer and stakeholder needs560. engage employees and stakeholders in managing business processes561. design business processes that deliver outcomes in line with organisational strategy562. identify the resources required for business processes563. secure the resources required for business processes564. assess business processes to ensure they make effective, efficient and sustainable use of resources565. identify and take account of factors that may affect how business processes work566. link business processes so that they interact across the organisation to form a complete system567. define employees' roles and responsibilities within business processes568. identify the training, support and supervision requirements for teams and employees569. provide training, support and supervision to enable employees to carry out their defined roles and responsibilities570. develop measures to manage business processes effectively571. implement measures to manage business processes effectively572. review business processes at regular intervals, and in light of changes in customer needs or organisational strategy573. identify how the processes can be improved574. plan improvements to business processes575. implement improvements to business processes576. follow the legal, organisational, codes of practice and policies relevant to your role and the activities being carried out to manage business processes577. communicate the different types of conflict management and dispute resolution processes available to your organisation578. identify differences in expectations and working methods of employees from different backgrounds579. promote ways of managing differences that take account of different expectations580. create a climate of trust and mutual respect581. compare difficult situations from different employees' perspectives to understand the conflicts582. identify any issues with organisational structures, systems or procedures that are likely to give rise to conflict583. resolve any issues with organisational structures, systems or procedures creating conflict584. identify potential conflicts across the wider organisation or with other organisations and take preventative action to avoid these585. encourage the employees concerned to resolve their own problems and conflicts amongst themselves586. take action to act as a third-party mediator to deal with conflicts when the employees concerned are not able to resolve the conflicts themselves587. demonstrate respect for employees' emotions regarding the conflict588. manage any negative emotions in yourself and the parties involved589. agree how to resolve the conflict with all parties, without apportioning blame590. comply with organisational and legal requirements when resolving conflicts591. follow the legal, organisational, codes of practice and policies relevant to managing conflict in the broader working environment592. engage colleagues and key stakeholders in managing continuous improvement593. specify valid and reliable measures for evaluating the performance of your organisation594. set up systems for collecting and assessing information on the overall performance of the organisation595. identify the cause and effects of problems and changes596. identify opportunities where performance could be improved using information on the overall performance of the organisation597. establish an organisational culture where people freely make suggestions for improvements598. encourage customers, suppliers and other key stakeholders to provide feedback on your organisation's performance and suggest improvements599. benchmark the performance of your organisation against other comparable organisations600. identify improvements that are beneficial to your organisation, its customers and other key stakeholders601. create action plans based on feedback and the benchmarking findings602. agree continuous improvement actions with decision makers603. implement actions to improve organisational performance604. share knowledge and understanding of how improvements have, or can be made, across your organisation605. check that any improvements made are aligned to the organisation's vision and objectives606. 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 deliver607. follow the legal, organisational, codes of practice and policies relevant to your role and the activities being carried out to manage continuous improvement608. review your organisation's CSR policy and objectives by engaging with colleagues and stakeholders609. develop your organisation's CSR policy and objectives by collaborating with colleagues610. evaluate the impact of your organisation on the environment, sustainability, the local community and society as a whole611. identify ways in which your organisation's impact can be more beneficial612. check that your CSR policy and objectives reflect your organisation's vision and values and its legal, ethical, social and environmental responsibilities613. communicate your CSR policy and its benefits to colleagues and stakeholders614. 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 environment616. monitor compliance with your CSR policy and progress towards its objectives617. define actions to ensure that objectives are met618. provide advice, guidance and support towards achieving CSR objectives, when required619. report progress towards your CSR objectives to stakeholders and ask for feedback620. communicate the achievement of your CSR objectives to stakeholders621. revise your organisation's CSR policy and objectives, using results, feedback from stakeholders and changes in the operating environment622. engage colleagues and stakeholders in managing customer service623. establish measurable standards of customer service, considering customers' expectations and your organisation's resources624. organise colleagues and resources to meet customer service standards, taking account of varying levels of demand and likely contingencies625. measure colleagues competence to ensure they can deliver the required level of customer service626. provide training, support and supervision to colleagues when required627. communicate the standards of customer service that colleagues are expected to deliver628. outline colleagues' level of autonomy for responding to customers' requests and problems629. respond to customers' requests and problems referred to you630. seek advice from specialists and/or more senior managers, where necessary631. keep customers informed about the actions you are taking to deal with their requests and problems632. obtain feedback on staff and customer perceptions of the standards of customer service your organisation delivers633. monitor the customer service delivered, customers' requests, problems and feedback against your organisation's standards for customer service634. analyse your organisation's customer service data to identify the causes of problems635. identify opportunities for improving customer service based on feedback and monitoring636. recommend changes to processes, systems or standards to improve customer service637. follow the legal, organisational, codes of practice and policies relevant to managing customer service638. confirm your financial responsibilities, including the limits of your authority, with colleagues you report to639. engage key stakeholders in managing finance to achieve objectives for your organisation or area of responsibility640. evaluate financial information, your organisation's objectives and plans to identify priorities, potential problems and risks641. identify the finance required to achieve your organisation's objectives and plans642. access specialist financial expertise, where required643. evaluate the costs, benefits and risks of different types of finance644. select the types of finance which meet the needs of your organisation, taking account of levels of acceptable risk and views of stakeholders645. identify and evaluate potential providers of finance646. submit clear, evidenced and convincing proposals, bids or applications to potential providers of finance647. request updates on progress to secure finance from providers648. make formal agreements with providers of finance, specifying amounts, timing, costs and repayment schedules649. discuss and negotiate delegated budgets with colleagues and agree provisional budgets650. 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 managed651. discuss and negotiate the proposed master budget with decision-makers652. communicate the final budget to colleagues in your area or senior managers653. delegate responsibility for budgets for clearly defined activities to colleagues, providing ongoing support and resources as required654. identify any shortfall in the level of finance obtained and take appropriate action655. put contingency plans in place to deal with any problems in finance being made available and any changes to the level of finance required656. establish systems to monitor and evaluate performance against delegated budgets and the master budget and put contingency plans in place657. identify the causes of any significant variances between proposed versus actual budget658. take corrective action, obtaining agreement from decision-makers, if required659. propose revisions to the master budget, if necessary, in response to variances and/or significant or unforeseen developments660. agree master budget revisions with decision-makers661. report on the financial performance of your area to decision-makers662. link operational targets with financial results663. monitor the financial agreements with providers, identifying and making changes where necessary664. advise relevant employees promptly if you have identified evidence of any potentially fraudulent activities665. review the financial performance of your organisation or area and identify improvements to be implemented in the future666. follow the legal, organisational, codes of practice and policies relevant to managing financial resources and obtaining finance667. consult staff, their representatives and other stakeholders in developing and managing flexible and remote working arrangements668. 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 values669. evaluate opportunities to introduce flexible and remote working arrangements to support business processes and the achievement of objectives670. consider the impact of flexible and remote working arrangements on your own work activities, the management of your area and other parts of your organisation671. introduce flexible and remote working arrangements in consultation with staff, their representatives and other key stakeholders672. confirm that flexible and remote working arrangements are compatible with the workload of the team and the achievement of objectives673. provide your organisation's flexible and remote working policy to staff674. confirm that staff understand their rights under flexible and remote working legislation and the flexible working arrangements675. consider requests for flexible and remote working from staff and seek to accommodate these, where possible676. agree to trial and review flexible and remote working arrangements, when required677. 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 requirements678. manage appeals to decisions to refuse a flexible and remote working request in line with your organisation's policy and legal requirements679. arrange support from specialists, where necessary680. review flexible and remote working arrangements to recommend improvements681. follow the industry legal, organisational, codes of practice and policies relevant to your role in managing flexible and remote working682. engage colleagues and stakeholders in developing, implementing and maintaining information, knowledge management and communication systems683. establish the current and likely future information, knowledge and communication needs of employees within your organisation or area of responsibility and other stakeholders684. establish the levels of security required for information, knowledge and communication systems685. evaluate the capability and capacity of existing information, knowledge and communication systems to meet current needs686. evaluate the capability and capacity of existing information, knowledge and communication systems to meet likely future needs, and identify changes and enhancements687. evaluate the capability of technologies and suppliers to meet current and likely future information, knowledge and communication needs688. select technologies and suppliers capable of meeting current and likely future information, knowledge and communication needs to the level of security required within resource constraints689. implement any new or modified protocols to allow information, knowledge and communication systems to be used effectively and securely690. evaluate the training and on-going support required to enable employees to use information, knowledge and communication systems effectively, efficiently and securely691. develop and implement plans to introduce changes and enhancements to information, knowledge and communication systems that minimise adverse impacts on business activities692. enable employees to benefit from the changes and enhancements693. provide user training and on-going support required694. ensure maintenance and updating of information, knowledge and communication systems is carried out as required by your organisation695. monitor the security of systems and their effectiveness in meeting employees' information, knowledge and communication needs, and take effective action to address any problems696. identify where key knowledge is created, developed, shared and transferred and how it adds value to your organisation or area of responsibility697. define and gain support for strategies to facilitate the creation, maintenance and sharing of organisational knowledge698. specify standards and processes that support knowledge creation, development, sharing and capture to ensure that valuable knowledge is recorded699. provide systems and tools to support knowledge management and sharing700. ensure employees have the necessary guidance and competence to use systems and tools effectively701. identify where organisational culture, values, work practices and behaviours hinder effective knowledge management and sharing, and any changes required702. implement changes in organisational culture, values, work practices and behaviours to enable effective knowledge management and sharing703. encourage senior managers and key influencers within your organisation to act as role models in using knowledge management standards, systems, tools and processes704. implement effective systems and procedures to protect intellectual property from unauthorised use705. identify and implement processes that promote effective knowledge management and sharing and communicate the benefits of doing so706. monitor and review progress in embedding a culture of knowledge management and sharing in your organisation and plan any essential changes707. evaluate and record the value of knowledge management and sharing to the organisation708. follow the legal, organisational, codes of practice and policies relevant to managing information, knowledge and communication systems709. engage resource users to identify and obtain the physical resources required710. evaluate past patterns of resource use and trends711. identify developments likely to affect future demand for resources712. prepare specifications for the resources required713. identify the range and quantity of resources required for the planned activities in your area of responsibility, including contingencies714. identify sustainable resources and ensure their effectiveness and efficiency to meet specified needs715. produce a business case for the resources required, showing the costs and expected benefits716. agree adjustments to your planned activities, where the required resources cannot be obtained in full717. negotiate with suppliers to ensure they deliver resources of the required quality on time718. agree the use of shared resources with other teams, considering the needs of the different parties and the objectives of your organisation719. engage resource users to plan how they can be used most efficiently720. plan to use resources in ways that are effective, efficient and minimise any adverse impact on the environment721. maintain the security of resources and monitor that they are used safely722. ensure that resources no longer required are disposed of with minimal adverse environmental impact723. monitor the quality of resources and patterns of resource use in line with your organisation's requirements724. identify and deal with any significant variances between actual and planned resource use725. follow the legal, organisational, codes of practice and policies relevant to managing physical resources726. establish overall programme or project objectives and link these to strategic goals727. discuss and agree the objectives and scope of programme or project with sponsors and stakeholders728. confirm the available resources with the sponsors and stakeholders729. identify how the proposed programme or the project fit with the overall vision, objectives and plans of your organisation730. develop a programme or a project plan in consultation with project team members731. agree the programme or the project plan with sponsors and stakeholders, making changes, where necessary732. brief project team members on the final programme or project plan and their roles and responsibilities733. provide ongoing support, encouragement and information to project team members734. deploy resources in line with the requirements and priorities of the programme or a project735. implement processes and resources to manage potential risks arising from the project and deal with contingencies736. implement the programme or project plan, selecting and applying project management tools and techniques to monitor, control and review progress737. establish the contribution different stages of the programme or the project to achieve the overall objectives738. assess and manage risks for different milestones of the programme or the project739. ensure your colleagues fulfil their responsibilities for the achievement of different stages of the programme or the project740. monitor the programme or the project to ensure it achieves its objectives on time and within budget741. communicate progress and results of the programme or the project and its different stages to colleagues and stakeholders742. change the programme or project plan to respond to problems encountered or changes to organisational objectives743. obtain agreement to programme or project plan changes from project sponsors and other stakeholders, where necessary744. deliver programme or project objectives on time and within budget745. confirm satisfactory completion of the project with the project sponsor and any key stakeholders746. make recommendations which identify good practice and areas for improvement747. evaluate the success of the project, identifying what lessons can be learned and shared748. celebrate the completion of the project, recognising the contributions of project team members749. follow the legal, organisational, codes of practice and policies relevant to your role and the activities being carried out to manage programmes or projects750. ensure that your organisation's quality standards can deliver the quality of products and services your customers expect751. check that quality standards allow you to obtain any expected quality marks, awards or accreditation752. confirm that quality standards are in line with your organisation's values, aims and objectives753. establish systems, plans and resources to ensure quality standards are met and maintained754. specify staff roles and responsibilities in meeting quality standards755. check that staff are competent to fulfil their specified roles756. identify and assess risks of shortfalls in the quality of processes, products and services757. mitigate risks by taking preventative action in line with organisational procedures758. encourage colleagues to take personal responsibility for achieving quality standards and to address or report any actual or potential shortfalls759. 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 standards760. provide feedback to motivate colleagues to maintain quality standards and improve performance761. detect and record any shortfall in the quality of processes, products and services762. investigate the causes of shortfalls and take corrective action within the required timescales763. report quality performance, including shortfalls and corrective actions taken, to stakeholders within agreed timescales764. encourage customers and colleagues to identify and recommend improvements to your quality assurance system765. develop plans to implement quality improvements which deliver significant benefits at reasonable cost and acceptable level of risk766. agree quality action plans with decision makers767. follow the legal, organisational, codes of practice and policies relevant to managing quality assurance systems768. seek support from colleagues or human resources specialists to manage redundancies when required769. provide accurate information on your organisation's redundancy policy and the appeals procedure to staff in your area of responsibility770. justify the reasons for the redundancies771. outline the consultation process for the redundancies with staff and their representatives772. confirm the number of employees being dismissed for reasons of redundancy773. outline the methods and criteria used to select employees for redundancy774. provide information about the alternative employment opportunities775. specify the learning opportunities, counselling or support available776. confirm the process and timescale for the redundancies777. confirm the method of calculating any redundancy payments778. inform employees selected for dismissal for reasons of redundancy clearly, considerately and confidentially779. interview employees being dismissed for reasons of redundancy to understand their experience of working in the organisation and of the redundancy process itself780. demonstrate empathy with staff needs, feelings and motivations and take an active interest in their concerns781. maintain the confidence and morale of remaining staff by sharing information about the process, in line with your organisation's confidentiality requirements782. comply with your organisation's redundancy policy and current legislation throughout the process783. maintain accurate records of the redundancy process and store these confidentially following organisational procedures784. evaluate the redundancy process with colleagues or human resources specialists785. identify areas for improvements in the redundancy process786. confirm the information your team requires from you, other team members and other teams, and when they need it787. discuss the preferred communication media and styles for different employees and situations in your team788. agree the information your team need to provide to you, other team members and other teams, and when they need to provide it789. outline when your team should discuss their work and issues with you, other team members and other teams790. select the media and styles of communication that will be used791. agree team communication methods which meet their needs and match organisational targets, resources, and available technology792. agree the individual team contacts for specific work activities793. agree the communication methods to be used in urgent or exceptional circumstances794. provide information to your team as and when they need it795. monitor that your team provide you, other team members and other teams with the information they need, when they need it796. provide opportunities for team members to discuss their work and issues arising with you797. identify the key communication challenges for remote, virtual workers with stakeholders798. review the resource requirements for providing communication tools and processes for remote, virtual working with stakeholders799. identify, develop and maintain effective tools and processes to support remote, virtual teams800. identify networks, processes and systems that allow employees to connect to information and knowledge remotely801. provide guidelines, training, coaching and support to facilitate and encourage effective use of communication tools and processes802. provide guidelines to facilitate interactive collaboration between internal and external stakeholders803. check that team members understand and adhere to regulatory, professional and commercial requirements804. resolve records management issues arising from communication and remote/virtual working805. evaluate the effectiveness of communication methods with team members and other teams to identify improvements806. plan actions to sustain or improve effective communication807. follow the industry legal, organisational, codes of practice and policies relevant to your role in managing team communications808. identify opportunities for improving the environmental and social impacts by engaging your team and stakeholders809. contribute to improving the environmental and social impacts by working with your team and stakeholders810. organise work activities and safe and sustainable use of resources811. assess work activities to ensure they comply with legal requirements, environmental and social impact policies812. agree actions to minimise negative and maximise positive impacts on the environment and society813. identify the environmental and social impacts of work activities814. identify the environmental and social impacts of the use of resources815. report any identified risks to the environment which you do not have the ability to control816. identify and implement changes to work activities and the use of resources that will reduce negative and increase positive impacts on the environment and society817. communicate the environmental and social benefits resulting from changes to work activities and the use of resources818. obtain specialist advice, where necessary, to help you identify and manage the environmental and social impacts of your work activities and use of resources819. follow the legal, organisational, codes of practice and policies relevant to managing the environmental and social impacts of your work820. engage colleagues and other stakeholders in developing plans for redeploying employees821. comply with your organisation's redeployment policies and procedures822. use internal and external specialist resources, where required823. identify the business need to redeploy employees to different roles, areas of the organisation or locations824. define specific, fair criteria for selecting individuals for redeployment825. apply the selection criteria objectively to identify those individuals to be redeployed826. communicate the reasons for redeployment to those affected making the decision-making criteria transparent827. make redeployment offers to individuals, specifying the new job specification, levels of responsibility, location and reporting arrangements828. justify any changes in salary, benefits or other terms and conditions including any relocation allowances or remote working arrangements829. confirm the date by which the offer must be accepted or rejected, and the alternatives if the offer is not accepted830. identify colleagues' needs, feelings and motivations related to redeployment of themselves and their colleagues831. provide support to individuals being deployed showing interest in their concerns832. protect the confidentiality and security of information following organisational procedures833. arrange induction, support, supervision and feedback to enable individuals to perform in their new roles834. evaluate the redeployment process with those involved835. identify any areas for improvement to the redeployment process and make recommendations836. follow the legal, organisational, codes of practice and policies relevant to your role and managing the redeployment of employees837. define the key purpose of your work role838. identify how your role contributes to achieving your organisation's vision and objectives839. identify how your role relates to other roles in the organisation and where there are opportunities for joint working and mutual support840. develop personal objectives which are compatible with the vision, objectives and values of your organisation841. prioritise objectives and plan work to make best use of available time and resources842. assess your own values, motivations and aspirations843. evaluate your organisation's vision, objectives and values against your own values, motivations and aspirations to identify alignment and conflicts844. plan methods to maximise alignment and resolve the personal or organisational conflicts845. agree and prioritise your objectives with members of staff you report to846. monitor your progress and achievements against objectives and deadlines847. manage your time to achieve objectives within agreed deadlines848. delegate responsibilities to colleagues to ensure that deadlines are met849. use the relevant technologies to help you achieve your objectives850. identify and remove distractions and activities that do not help achieve your objectives851. monitor changes to your organisation's objectives, processes, systems and structures852. identify how changes to the organisation's objectives, processes, systems and structures impact on your role853. identify new work opportunities as they arise854. respond quickly and positively to new opportunities and revise your objectives and priorities855. identify urgent situations that arise during work activities856. respond quickly and positively to urgent situations when they arise, revising your objectives and priorities as necessary857. maintain your wellbeing through self-reflection when working towards achievement of your objectives858. use emotional intelligence to recognise and evaluate your own and your colleagues' strengths and weaknesses, feelings, opinions and judgements859. manage your relationships with colleagues and customers to achieve your objectives860. request regular objective, specific and valid feedback on your performance from colleagues and customers861. monitor progress towards your objectives862. seek new sources of support and feedback, when necessary863. evaluate the achievement of your objectives with members of staff you report to864. agree changes to your objectives with those you report to, based on your performance, feedback received or changes in organisational priorities865. take actions to maintain balance between your professional and personal life, when required866. develop effective approaches to the use of technologies by engaging relevant colleagues867. identify and secure sources of internal and external specialist support868. identify the current approaches to the use of technologies within your organisation or area of responsibility869. identify any plans to discard or introduce technologies or to use existing technologies for different purposes within your organisation or work area870. carry out benchmarking to identify good practice in relation to the use of technologies871. identify lessons learnt and apply these to your organisation872. identify opportunities for introducing new technologies, adapting existing technologies or using existing technologies for different purposes873. develop your strategy for using technologies and monitoring performance, using specialist expertise when required874. implement your strategy for using technologies and monitoring performance, using specialist expertise when required875. review your strategy for using technologies and monitoring their performance876. ensure that your strategy for using technologies is aligned to the overall vision, values, objectives and plans of your organisation877. communicate the technology strategy to colleagues and key stakeholders878. check that new technologies are compatible with current technologies879. monitor the introduction of any technology, or adaptation of existing technology880. resolve technological problems within agreed organisational service levels881. provide resources and support to enable colleagues to make effective use of technologies882. ensure that contingency plans are in place in case technology fails883. maintain systems to monitor implementation of technologies884. report on technology performance for your organisation or area of responsibility885. follow the legal, organisational, codes of practice and policies relevant to optimising the effective use of technology886. engage colleagues and other stakeholders in outsourcing decisions and managing outsourcing arrangements887. analyse your organisation's core competences and identify business processes which are non-core888. assess the potential benefits, costs, disadvantages, risks and legal and ethical implications of outsourcing non-core processes889. produce business cases for outsourcing non-core processes890. present business cases to decision-makers and confirm actions if they agree that outsourcing is worth pursuing891. manage the human resource implications of outsourcing, including any redundancy, redeployment, training and development, and cultural issues892. identify and evaluate potential vendors to outsource the processes to893. develop a specification of your outsourcing requirements894. invite potential vendors to tender for outsourced work895. assess tenders received against the specifications896. select the vendor which best meets your criteria897. negotiate an outsourcing contract with the vendor which specifies the volume and level of service to be provided, payment terms898. monitor the vendor's performance in partnership with work with legal specialists899. communicate outsourcing plans, both internally and externally as required900. monitor staff reactions to outsourcing plans and address their concerns901. develop a plan to transfer the business processes to the vendor including contingency plans to manage risks902. transfer the business processes to the vendor, addressing any emerging issues903. monitor the vendor's ongoing performance in line with the contract, addressing any anomalies that occur904. review the outsourcing arrangement at agreed points and in the event of significant changes in the operating environment905. evaluate the business outsourcing processes to identify areas for improvement906. follow the legal, organisational, codes of practice and policies relevant to outsourcing business processes907. identify factors affecting sales trends for your organisation908. measure the impact of trends on the existing sales structure and resources available909. analyse the implications of trends for existing and future sales structures910. evaluate the criteria your key customers use to choose suppliers, and how these impact your customers' buying practices911. analyse sales resource requirements, based on information about the number, size and location of customers912. identify potential gaps that need to be fulfilled to achieve sales targets913. select an approach for structuring your sales team activities including territories, customer types and industry sectors914. 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 sectors915. identify customers and prospects to contact by telephone, email, or in person916. estimate the time required to deal with your prospective or existing customers to sell effectively917. set financial and sales activity targets for the sales team918. review the selling procedures of the sales team to ensure that they can meet sales targets919. monitor the effectiveness of sales call plans, identifying any significant variances from agreed targets920. encourage members of sales teams to discuss new ideas for improvement and offer criticisms921. make agreed tactical adjustments to call plans, where necessary, to achieve targets922. follow the legal, organisational, codes of practice and policies relevant to planning and monitoring the work of sales teams923. engage employees and other stakeholders in planning changes924. outline the processes, systems, structures, roles or cultures that need to be changed with stakeholders925. assess the gap between the current state and the required future state926. identify obstacles to changes927. develop a plan to achieve the required changes agreed928. agree evaluation criteria to measure the success of change processes with stakeholders929. identify the roles and responsibilities of colleagues involved in or affected by the changes930. plan for the continuity of business activities during the period of changes931. evaluate the risks associated with plans and develop contingency arrangements932. identify how and when progress will be monitored against the plans933. develop communication strategies to keep colleagues and stakeholders informed about the progress934. present plans for change using appropriate tools to evaluate its impact935. ask employees and stakeholders to give feedback on changes936. ask employees and stakeholders to suggest innovations and improvements to products, services, processes, systems, structures, roles and cultures937. communicate the business case for changes, specifying both the benefits, costs and risks938. provide opportunities for employees and other stakeholders to discuss business cases for change, provide feedback, express any concerns and make suggestions939. plan changes, identifying roles and responsibilities940. evaluate how the changes will affect employees and other stakeholders941. mitigate for change and understand the differences between change and crisis management942. identify training or support that employees and stakeholders need and how and when these will be provided943. communicate with employees and other stakeholders about change processes, specifying how it affects them and any actions required of them944. discuss planning progress, overcoming difficulties and inviting suggestions for improvements945. monitor engagement with and responses to the change planning processes946. provide training, support and encouragement to colleagues947. recognise the contributions and cooperation of those involved and affected by the change948. evaluate employees experience of the change planning process and use the lessons learned to improve future change processes949. follow the legal, organisational, codes of practice and policies relevant to your role and the activities being carried out to plan organisational change950. engage colleagues and key stakeholders in planning workforce requirements951. confirm specialist resources to assist in workforce planning activities, where necessary952. evaluate your organisation's strategic objectives and plans to obtain information needed for workforce planning purposes and identify any key issues for further consideration953. identify the knowledge, skills and competence required to deliver your organisation's strategic objectives and plans954. review the capacity and capability of the current workforce to meet identified knowledge, skills and competence requirements955. identify any learning or development needs of the current workforce to meet requirements956. check that the diversity of the workforce provides a suitable mix of people to achieve its objectives957. interpret the range of needs of your workforce958. develop workforce plans that meet the organisation's long, medium, and short-term requirements, making effective use of internal and external specialists959. check that employment contracts meet the needs of the organisation960. confirm that resources needed to recruit, develop, retain and redeploy people are available961. develop contingency plans to deal with unforeseen circumstances and maintain business continuity962. identify any recurring issues that cause people to leave your organisation and seek to address these963. communicate workforce plans to colleagues964. review your workforce plans when required by your organisation, or in the light of changes to your organisation's strategic objectives and plans965. engage colleagues and key stakeholders in deciding whether to produce or buy in products and services966. establish your organisation's requirements for products and services967. establish whether your organisation has the capability and capacity to produce required products and services, or could develop capability and capacity in the timescale required968. identify potential suppliers and evaluate their capability and capacity to supply required products and services in the timescale required969. analyse the costs of producing products and services in-house, including the benefits of developing new capability and expertise970. analyse the costs of buying in products and services, including procurement processes and the benefits of collaborative arrangements971. evaluate the risks involved in producing products and services compared to buying them in972. review ethical and sustainability considerations and the interests of key stakeholders973. 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 stakeholders974. record and communicate your decision, explaining your rationale and the assumptions made975. seek support from colleagues, procurement or legal specialists when required976. create specifications for products and services to meet your organisation's requirements977. identify a diverse range of products and services suppliers to compare options978. select products and services suppliers which offer the optimal mix of quality, cost, timeliness and reliability979. negotiate with selected suppliers to reach an agreement which offers value for money and is acceptable to both parties980. 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 contract981. monitor the performance of suppliers in terms of the quality, timeliness and reliability of products and services982. resolve any supplier problems, in accordance with the terms of the contract983. 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 environment984. follow the legal, organisational, codes of practice and policies relevant to procuring products and services985. engage staff, their representatives and other stakeholders in promoting staff wellbeing986. review key indicators to identify patterns and trends987. analyse the available quantitative and qualitative data to determine levels of staff wellbeing988. review current research and ideas related to staff wellbeing989. create plans to improve staff wellbeing based on your analysis990. identify areas of your organisation that create support to develop a wellbeing culture991. implement specific initiatives to enhance staff wellbeing in identified areas992. check that objectives and workloads of staff are achievable within the working hours available993. 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 wellbeing995. discuss problems affecting wellbeing with individual staff996. respect individual confidentiality in relation to information sharing or addressing the issues and problems997. identify when staff have problems affecting their wellbeing and take action to alleviate the problems, where possible998. consult with specialists, where their problems are outside your area of competence or authority999. refer staff to specialists, when required1000. follow the industry legal, organisational, codes of practice and policies relevant to your role in promoting and managing staff wellbeing1001. identify your organisation's and your own responsibilities and liabilities under equality, diversity and inclusion legislation and any relevant codes of practice1002. identify your own responsibilities and liabilities under equality, diversity and inclusion legislation and any relevant codes of practice1003. check that your organisation's written equality, diversity and inclusion policy and action plan enables you to carry out your own responsibilities1004. agree revisions to your organisation's written equality, diversity and inclusion policy and action plan with decision makers, if required1005. check that the equality, diversity and inclusion policy and action plan has been communicated to all colleagues and other relevant stakeholders1006. challenge the status quo and seek better alternatives when required1007. promote equality of opportunity, diversity and inclusion by engaging colleagues and other key stakeholders1008. agree management commitment to promoting equality of opportunity, diversity and inclusion1009. check that commitment to promoting equality of opportunity, diversity and inclusion underpins your organisation's vision, values, objectives and plans1010. use language and behaviours that role-models your organisation's commitment to equality of opportunity, diversity and inclusion1011. monitor the language and behaviours used by colleagues to ensure it supports your organisation's commitment to equality of opportunity, diversity and inclusion1012. review the diversity and needs of your organisation's current and potential customers1013. select communication media and styles that meet the needs of different colleagues, customers and situations1014. identify areas where needs are not being satisfied or where the diversity of customers should be improved1015. review the diversity of the workforce, at all levels, in comparison to the population and your organisation's current and potential customers and1016. consider the views and actions of colleagues, team members and other stakeholders when making decisions1017. support colleagues, team members and other stakeholders to encourage use of their knowledge, skills and expertise1018. take action to uphold individuals' rights following your organisation's guidelines for decision-making and building allyship1019. identify areas for improvement in the diversity of the workforce1020. seek specialist expertise in relation to equality, diversity and inclusion issues, where required1021. maintain systems to monitor, review and report on progress in relation to equality of opportunity, diversity and inclusion within your organisation1022. use the findings of your reviews to identify required actions and changes to practice1023. comply with, and ensure others comply with, legal requirements, industry regulations, organisational policies and professional codes1024. identify your personal responsibilities and liabilities under health and safety legislation1025. communicate your organisation's health and safety policy statement to employees in your area of responsibility and other colleagues1026. 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 required1027. check compliance with your organisation's health and safety policy statement following any significant changes to the environment, practices or legislation1028. consult employees in your area of responsibility or their representatives on health and safety issues, in line with organisational requirements1029. set up a system for identifying health and safety hazards in your area of responsibility1030. implement a risk assessment system in your area of responsibility1031. ensure that a system is in place for identifying and assessing risks to the security of resources in your area of responsibility1032. agree actions to eliminate or control identified hazards and manage identified risks1033. refer identified hazards and risks outside your level/area of authority to colleagues responsible for health and safety1034. 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 practices1035. allocate sufficient resources across your area of responsibility to deal with health, safety and security issues1036. seek and make use of specialist expertise, where required1037. set up systems for monitoring, measuring and reporting of health, safety, security and productivity performance in your area of responsibility1038. demonstrate your personal commitment to health, safety, security and productivity through your actions1039. review the application of health and safety policy statement in your area of responsibility and make recommendations to inform future developments1040. follow the legal, organisational, codes of practice and policies relevant to providing healthy, safe, secure and productive working environments and practices1041. communicate the purpose and objectives of the team to all members1042. define direction within your area of responsibility by engaging your team1043. plan how the team will achieve its objectives by consulting with them1044. agree individual work objectives with all team members1045. explain how individual objectives help to achieve the objectives of the team and the organisation1046. persuade your team to commit their efforts and expertise to achieving results1047. communicate a vision and shared values of where your organisation is going1048. check that your team understand how the operational plans align with your organisation's vision, values and objectives1049. manage your area successfully through challenges1050. develop a range of leadership styles and apply them to different roles and situations1051. communicate regularly and effectively with your team1052. demonstrate that you listen to what your team say and act on it1053. encourage team members to take responsibility for their own development needs1054. support team members' resilience1055. provide support and advice face-to-face or while working remotely1056. encourage and recognise creativity and innovation within the team1057. motivate team members to achieve their work and development objectives, providing recognition when they are successful1058. empower team members to work autonomously and take their own decisions within agreed boundaries1059. encourage team members to take the lead in their own areas of expertise, following their lead1060. model behaviours that reflect your organisation's values and expected behaviours to build trust and support in your team1061. make decisions that meet your organisation's requirements for fairness and integrity1062. protect your own and your team's work against negative impacts1063. request feedback from others and act on this to improve your leadership practice1064. follow the legal, organisational, codes of practice and policies relevant to your role when providing leadership to your team1065. engage colleagues and other stakeholders in recruiting, inducting and retaining staff1066. seek specialist resources, where required1067. review the work required in your area of responsibility1068. identify any shortfalls in number of employees, their knowledge, skills and competence1069. evaluate the options for addressing shortfalls and decide on the best options1070. develop up-to-date job descriptions and person specifications for recruitment1071. plan the recruitment and selection process for identified vacancies, the methods that will be used, the associated timings and who is going to be involved1072. specify and agree criteria for assessing and selecting applicants1073. inform applicants about the progress of their applications, in accordance with organisational policy1074. carry out recruitment in accordance with your plan, using the agreed selection criteria1075. offer positions to applicants who meet the selection criteria1076. provide constructive feedback to unsuccessful applicants, in accordance with organisational policy1077. welcome new staff and explain their roles in achieving the objectives of the organisation and their work area1078. establish employees' needs for information about your organisation, organisational policies and practices, their work roles and people they will work with1079. identify the learning and development needs to enable employees to perform their duties1080. provide an induction programme to meet new staff information, learning and development needs1081. consider employees' needs when designing their induction programmes1082. introduce employees to their colleagues, explaining respective roles and how they will interface1083. encourage employees to take responsibility for monitoring their progress and completing their induction programmes1084. provide support, supervision and feedback to enable employees to perform their roles to your organisation's requirements1085. provide work opportunities that challenge employees to make effective use of their knowledge, skills and competences to develop their potential1086. review employees' performance and development systematically and provide constructive feedback1087. recognise employees' performance and their achievements in line with your organisation's policy1088. support employees to access the career and professional development opportunities within your organisation1089. provide opportunities for employees to discuss issues about their work or development with you1090. identify when employees are dissatisfied and agree solutions that meet the individual and organisational needs1091. identify when employees' values, motivations and aspirations are incompatible with your organisation's vision, objectives and values and seek alternative solutions with the employees concerned1092. meet with employees planning to leave your organisation and resolve any issues or misunderstandings1093. evaluate the recruitment, induction and retention process to identify any areas for improvements1094. follow the legal, organisational, codes of practice and policies relevant to recruiting, inducting and retaining staff1095. seek support from colleagues or procurement or legal specialists on any aspects of tendering about which you are unsure1096. produce a specification which describes the products and services required, including information on quality, time and cost constraints1097. invite a number and range of suitably qualified prospective suppliers to tender, proportionate to the value of the contract and the diversity of suppliers available1098. provide full information about the tendering process1099. confirm deadlines for receipt of tenders1100. outline contract details1101. specify how pre-tender queries will be dealt with1102. respond to pre-tender queries so that all prospective suppliers have the same information available to them1103. 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 selected1104. receive, record and open tenders in line with your organisation's procedures1105. evaluate tenders, by yourself or with others as required, applying your criteria1106. seek clarification from prospective suppliers where necessary1107. offer a contract to supply the products and services to the supplier whose tender was evaluated most highly1108. inform unsuccessful prospective suppliers of the outcome of the evaluation and provide them with feedback where appropriate1109. resolve any post-tender queries with unsuccessful suppliers1110. follow the legal, organisational, codes of practice and policies relevant to selecting suppliers through a tendering process1111. contact customers identified as sales leads, accessing those who can make buying decisions1112. identify customer requirements through questioning and checking for understanding1113. summarise customer motivations, buying needs and interests1114. identify the key features and benefits of your relevant products and services, matching these to the needs identified1115. assess which products and services are suitable for customer needs1116. evaluate potential trade-offs which may be beneficial both to the customer and to your organisation1117. provide accurate information about products, services and prices1118. make proposals to match the customer's requirements1119. explore any queries or objections raised by the customer and identify any reasons holding the customer back from agreeing the sale1120. identify and prioritise any customer concerns1121. provide evidence of the strengths of your organisation and its products and services to address any concerns the customer may have1122. check that the customer agrees how any concerns can be overcome1123. interpret verbal and non-verbal buying signals given by the customer and act upon them to progress towards closing the sale1124. close the sale by gaining the commitment of the customer1125. agree future contact arrangements, including post-sales calls to confirm customer satisfaction where relevant1126. record all required details in line with organisation processes and procedures1127. follow the legal, organisational, codes of practice and policies relevant to selling products and services1128. promote the benefits of learning to employees in your area of responsibility1129. encourage employees to seek feedback on their performance from colleagues who can provide objective, specific and valid feedback1130. give employees objective, specific and valid feedback on their work performance, discussing and agreeing how they can improve1131. agree the knowledge, skills and competence required to meet the demands of their current and potential future work roles with employees1132. provide opportunities and tools for employees to make an accurate assessment of their current levels of knowledge, skills and competence and of their potential1133. 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 aspirations1134. engage employees in identifying and obtaining information on the learning activities available to address identified learning needs1135. agree personal development plans which include learning activities to be undertaken, the learning objectives to be achieved, the required resources and timescales1136. identify and evaluate any learning difficulties or specific needs employees may have1137. provide opportunities and tools for employees to identify the types of learning they find most effective1138. provide learning and development activities that match their learning preferences1139. identify the range of learning methods, platforms and technologies to suit individual needs or preferences1140. encourage employees to focus on their prioritised learning needs when selecting learning activities and planning their development1141. arrange advice and support from learning and development specialists, when required1142. support employees in undertaking learning activities, making required resources available1143. remove any obstacles to learning, if required1144. provide opportunities for employees to apply their developing competences in the workplace1145. identify and make use of unplanned learning opportunities1146. discuss progress towards the achievement of learning objectives1147. discuss readiness to take on new roles and responsibilities with employees1148. agree the support and supervision employees will require to take on new roles and responsibilities1149. appoint employees to roles and responsibilities that are compatible with their competences and potential1150. provide employees with the support and supervision they require1151. provide specific feedback to enable employees to improve their performance1152. discuss and agree revisions to personal development plans based on performance, learning activities undertaken and any wider changes1153. encourage people to take responsibility for their own learning and development, including practising and reflecting on what they have learned1154. evaluate learning and development activities to identify improvements for future support1155. follow the legal, organisational, codes of practice and policies relevant to supporting employees' learning and development1156. identify colleagues who may be affected by decisions and their interests1157. engage colleagues who can contribute to decision-making processes or will be affected by the decisions1158. establish the objectives of the decisions to be taken and what you are trying to achieve1159. check that all parties involved agree with the objectives1160. identify the information you need to take decisions and where this can be sourced1161. obtain information to enable you to take decisions1162. verify the accuracy and reliability of the information obtained1163. resolve issues with inadequate, unreliable, contradictory or ambiguous information1164. analyse the information to identify facts, patterns and trends that may impact on your decisions1165. identify and evaluate the range of options open to you1166. draw conclusions supported by reasoned arguments and evidence, clearly stating any assumptions you have made and risks that may be involved1167. take decisions in line with your objectives, within the scope of your authority1168. make decisions that are consistent with your organisation's values, policies, guidelines, and timelines1169. obtain help and advice if you do not have adequate information1170. analyse the data to inform the decision making1171. refer decisions that are outside your area of responsibility or scope of authority1172. discuss your decisions with key stakeholders if they are likely to conflict with current values, policies, guidelines and timelines1173. communicate your decisions and rationale to colleagues who are affected1174. follow the legal, organisational, codes of practice and policies relevant to using information for decision making
Plant Operatives1. interpret the given operating information relating to the use of plant or machinery and confirm its relevance2. organise with others the sequence in which the work is to be carried out3. comply with the relevant, current legislation, special legal status documents, official guidance and organisational procedures to maintain safe and healthy work practices4. request resources to sustain plant or machinery operations to complete the programme of work5. select plant or machinery resources for the methods of work and operations to be carried out6. comply with organisational procedures to minimise the risk of damage to the work and surrounding area7. comply with the given contract information to carry out the work efficiently to the required specification8. complete the work within the allocated time, in accordance with the programme of work
Building Trades1. identify and request plant, equipment or machinery to meet the needs of organisational requirements2. confirm and record that checks are undertaken to ensure that plant, equipment or machinery meets organisational requirements prior to use on site3. identify hazards and assess risks arising from the use of plant, equipment or machinery and record and implement measures that protect people and the environment using at least three of the following measures:• methods of work• risk assessments• safe use and storage of tools, equipment and materials• traffic control• emergency plans4. maintain records on how and when the plant, equipment or machinery was utilised during the project5. recommend alternative types of plant, equipment or machinery to decision-makers when existing plant, equipment or machinery is less suitable for use on site and record outcomes6. issue and record the instructions provided to operators using the plant, equipment or machinery7. check, record and confirm that operators of plant, equipment or machinery have the correct training and certification and monitor that they are working safely8. arrange and record appropriate storage, servicing and maintenance of plant, equipment or machinery to meet at least three of the following organisational requirements:• health, safety and welfare of the workforce and others• operational efficiency• security of resources• obligations to third parties• regulatory authorities• contractual requirements9. inform decision-makers promptly when plant, equipment or machinery is no longer required and maintain records10. confirm the programmes and schedules, identify and record the priorities and critical activities, and plan how the work will be undertaken11. allocate work to team members, taking account of their skills, knowledge, experience and workload and record the outcomes12. check the validity of team members' industry certification cards, competence schemes, qualifications, certificates and training13. brief team members on the quality standards or outcomes expected14. monitor and record both the progress and quality of the work15. provide prompt and constructive feedback16. motivate team members to complete the work they have been allocated and provide additional support17. identify and record any unacceptable or poor performance, discuss the cause(s), agree and record ways of improving performance with team members18. recognise exceptional performance by individuals and the team, record the praise and recognition provided and advise stakeholders19. identify, record and use relevant information, from at least four of the following sources, clarify any information which is not clear and update it for production planning purposes:• survey reports• design information• contractual documents• statutory consents• planning information• health, safety and environmental plans• risk assessments and method statements• programmes• records about the competence of people• sub-contractor arrangements and attendance• safe systems of work20. identify and record at least four of the following factors which might affect the proposed works, describe, summarise and inform the people who may be affected:• occupiers• near neighbours• public access• site conditions• environmental considerations• vehicular access and egress• security and trespass• public utilities• heritage issues• archaeological• temporary works21. carry out consultations to identify and confirm safe access points for the site and works which minimise disruption including works traffic and pedestrian segregation22. confirm and record the arrangements for site safety, welfare and security before work starts and throughout the construction programme23. confirm and record at least four of the following available resources:• people• plant, equipment or machinery• materials and components• sub-contractors• information• work area and facilities• waste management• utility providers24. implement the considerations given to at least four of the following in relation to the site layout for operational purposes, inform people who will be working on site and record the relevant information provided about the site layout plans:• storage• temporary accommodation• work areas• plant• temporary services• access and egress• security• continuing use by occupiers• waste management• environmental control• provision for prefabricated components and systems• existing fabric25. implement and record the arrangements for the storage and use of materials, equipment, components and consumables so that material handling and movement is efficient and wastage is minimised26. ensure notices are placed and maintained which provide accurate information and which conform to organisational requirements27. provide and record information about when the work will start, how long it will take and when it will finish and distribute to all those affected28. collate and review relevant information from at least four of the following sources and record the findings to contribute to the project plan:• surveys and reports• design• contractual documents• statutory consents• contractor's pre-planning information• health, safety and environmental plans• risk assessments and method statements• programmes and schedules• resources and materials• sub-contractor arrangements and attendance29. clarify any information which is not clear30. communicate and record the agreed programme, methods and attendance that will coordinate construction operations31. develop and implement plans detailing the requirements and timescales used to obtain at least six of the following resources which will meet the project requirements and timescales:• people• plant, machinery or equipment• materials and components• sub-contractors• trade and technical literature• work area and facilities• environmental considerations• health and safety control equipment• utility providers32. organise work activities, record and implement measures that take into account at least four of the following factors:• occupiers• near neighbours• public access• site conditions• environmental considerations• vehicular access and egress• security and trespass• public utilities• archaeology• heritage issues33. contribute to your organisational requirements in relation to controlling work quantities and costs34. collect, evaluate and report work quantities and cost data in relation to at least three of the following:• materials• plant, machinery and equipment• workforce• sub-contractors• recorded works• programmes and schedules35. identify and report at least two of the following opportunities for cost savings to the people responsible:• waste reduction• resource management and logistics• applications of new technologies and materials• energy and utility management• receipt and use of materials• alternative sources and types of materials• alternative suppliers of labour, materials and equipment• document control and record keeping• alternative methods of work36. investigate any variations to work cost or quantities, record the outcomes and implement the appropriate corrective action with the people responsible in relation to one of the following:• restore progress in accordance with agreed programme• agree new completion dates• identify potential variation• secure additional resources• alter planned work37. identify and record any significant factors which will affect the number, type and availability of people and services including but not limited to:• location• cost• time• skills, experience and knowledge• availability• compatibility• training and development requirements38. evaluate and record the quality and reliability of the following people or services, and notify relevant stakeholders:• technical staff• sub-contractors• specialist services• operatives39. negotiate and agree proposals which are likely to produce an effective team membership40. ensure the following organisational procedures for obtaining people and services are followed:• contractual• right to work• codes of practice• industry certification cards, competence schemes, qualifications, certificates and training• insurance41. confirm quality standards before the work starts and record the information sourced from at least three of the following:• organisational requirements• project specifications• British Standards• International Standards• Codes of Practice• sustainability requirements• trade advisory guidance and best practice• benchmarks or key performance indicators42. clearly record and communicate the areas of responsibility individuals have for maintaining quality standards for the work or task43. implement systems to inspect and control the quality of work and record the outcomes for at least six of the following:• visual inspections• checks with design requirements• checks with standard documentation• checks with manufacturers' documentation• checks with delivery notes• sampling and mock-ups• testing• site inspection reports• contractors' reports• site meetings• dimensional checks• handover checks44. implement specified checks and record that work conforms to the agreed quality standards45. identify and report work and materials which do not conform to the specified quality standards and implement corrective action if required46. identify and report variations in quality and their programme and safety implications47. implement and record outcomes from feedback received and recommend them to stakeholders48. implement at least five of the following systems to monitor and record the progress of the work against the agreed programme:• visual checks• resource records• site tests and inspections• third party endorsement• contractors' reports• written, graphical and electronic records of actual work against the programmed work• site meetings• organisational procedures• management reports• benchmarks and milestones• measurements49. identify and record at least five of the following deviations from planned progress which have occurred, or which may occur, which could disrupt the programme and schedule:• resource shortages• design problems and constraints• industrial disputes• lack of essential construction information• construction errors and non-conformance• environmental conditions• site constraints• social disputes or issues• health, safety and environmental issues• discovery of archaeological and/or historical finds• regulatory enforcement50. review the circumstances of any deviations thoroughly, record findings, agree and implement at least one of the following corrective actions in order to restore progress in accordance with agreed programme:• additional resources• alter planned work hours• resequencing of work activities51. identify and record measures which could reduce cost and time to help the work progress and communicate with at least two of the following:• the client, customer or their representative• contractors• consultants• sub-contractors• suppliers• workforce• own organisation• designers52. inform people responsible about the following:• progress• any changes to the operational programme• resource needs53. identify improvements from feedback received, record and recommend them to the people responsible54. communicate the benefits of accessing learning by giving regular positive and constructive feedback on work performance including keeping records of the feedback provided and promoting the benefits of self-development55. work with the team to identify, prioritise and record learning needs, then identify and obtain information on a range of possible learning activities for at least two of the following:• formal• coached• mentored• continuous professional development56. communicate effectively and plan the development needs with team members, including but not limited to all of the following key points:• current skills and knowledge• learning activities undertaken• learning objectives to be achieved• resource requirements for development• timescales57. demonstrate the various forms of support on offer to team members in undertaking learning activities, and the actions taken to overcome barriers to learning58. communicate the outcomes of the learning activity undertaken with team members to ensure organisational standards are maintained, outcomes have been achieved and recorded and a thorough evaluation of the learning activity, post completion, is formally assessed and fed back by team members59. contribute toward development plans with team members and ensure records of the plans are kept updated and communicated with team members60. record and confirm procedures and time for implementing the handing over of the property61. analyse completed work against property specifications, identify and record any discrepancies62. take appropriate action to resolve any problems that emerge from an inspection of the property and record the outcomes63. ensure the property is clean and tidy, ensure any redundant materials are removed and record all the preparation activities undertaken prior to the hand over64. observe organisational procedures appropriate to the work environment and ensure protection of the workforce, the general public, visitors 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 and equipment• safe use and storage of materials• traffic control• emergency plans65. provide the recipient with all relevant documents, materials, information and keys or access media and record all the details relating to the property provided to the recipient66. advise and record the information provided to the recipient of the procedure for contacting the appropriate people in the event of problems arising after the handover67. implement and record the organisational and communication systems for the project for four of the following:• site management• site or head office team• contract administration• health, safety, welfare, wellbeing and environment• project team• sharing of project data• contractors and sub-contractors• the client, customer or their representative68. maintain communication systems by confirming the methods of communication, reporting, recording and retrieving information with at least three of the following stakeholders:• the client, customer or their representatives• consultants• contractors• sub-contractors• third parties• public utilities• emergency services• visitors• statutory authorities69. identify, investigate and record evidence of procedural change in at least two of the following methods of communication and implement and record the action taken:• oral• written• graphic• electronic70. implement organisational systems to record and provide feedback71. supervise the storage and use of at least one of the following materials and components so that material handling and movement is recorded, efficient and wastage is minimised:• raw materials• manufactured materials• components• prefabricated systems72. calculate and keep accurate records of deliveries and stock position, using at least one the following, and pass the information to decision-makers:• manual• electronic73. identify and record problems with supply of at least four of the following, discuss the information with suppliers of materials and pass it on to decision-makers:• price• quantity• quality• availability• schedule of delivery• life expectancy• storage and handling facilities• environmental issues• sustainability• health, safety and welfare issues• transportation• deterioration or damage• loss and theft• payment terms• cash flow• contract variations74. check stock records regularly and calculate what replacement stock will be needed and record the outcomes75. identify opportunities for improving the use of stock and stock turnover, record and recommend improvements to decision- makers76. ensure the workforce is provided with clear and accurate dimensional information to enable them to position, align or level the work from at least four of the following:• lines• levels• angles• distances• curves• position• setting out points• loads• centres of gravity77. confirm organisational checks have been carried out on the dimensional controls and are recorded to meet the quality standards of the project78. confirm any deviations in position, alignment or level and the corrective action taken for at least one of the following:• transfer of lines and levels• position• calculations• given information79. implement and record revised work procedures and practices to minimise deviations and to allow for at least one of the following circumstances and conditions:• working environment• unforeseen events• planned events80. confirm and record the project requirements for at least two of the following activities for traditional and heritage buildings against at least five of the following information sources:81. identify, review and record the impacts on the planning of work activities from at least three of the following factors:• current organisational requirements• contractual requirements• statutory requirements• resource allocation• working requirements• working in and around occupied or tenanted buildings• environmental considerations• weather conditions• sustainability• sequencing of trades• temporary works82. identify, review and record the impacts on the planning of work activities from at least three of the following heritage issues:• fire safety• hot works• archaeology• legislation and official guidance relating to built heritage• wildlife and ecology• condition of existing buildings and structures• specialist investigations• performance of traditional materials and construction methods• protection of heritage features83. identify, review and record information sourced from at least two of the following guidance materials:• owner's manuals• log books• maintenance schedules and manuals• practice guides and specifications• current legislation and official guidance• health and safety file84. prioritise and plan activities by assessing and accounting for a range of heritage issues and record the outcomes85. review priorities, make recommendations and record the decisions made to take account of at least four of the following changing circumstances:• susceptibility to damage• safety requirements• condition of existing buildings and structures• compromised operational effectiveness• environmental conditions• use or change of use• meeting current legislation• resources• security threats• discovery of architectural or archaeological features during the works• wildlife and ecology• temporary works86. prepare and record the plans or programmes for traditional and heritage buildings and negotiate and agree them with stakeholders for at least two of the following activities:• repair• maintenance• conservation• alteration• adaption• energy efficiency retrofit• installation or replacement of building services87. confirm and record the work requirements for at least two of the following demolition activities against five of the following information sources:88. identify, review and record the findings from at least three of the following influencing factors and two of the following guidance materials in relation to the work environment:89. prioritise demolition activities by assessing, recording and accounting for all the influencing factors90. amend and record the priorities to take account of the following changing circumstances:• susceptibility to damage• safety requirements• compromised operational effectiveness• environmental considerations• meeting current legislation• resources• security threats• temporary works91. prepare and record the plans or schedules for at least three of the following demolition activities and negotiate and agree them with decision makers:• soft strip• mechanical demolition• remote mechanical demolition• explosive demolition• selective demolition• diamond drilling and sawing• temporary works installation or removal92. confirm and record the work requirements for at least two of the following maintenance activities and at least five repair activities on controlled roads:93. identify, record and review at least three of the following influencing factors relating to the work environment:• organisational requirements• contractual requirements• statutory requirements• resource allocation• stakeholder requirements• working requirements• environmental considerations94. consult and record the outcomes from at least two of the following guidance materials:• manufacturer's instructions under the Construction95. prioritise and record the maintenance activities by assessing and accounting for all the following influencing factors:• organisational requirements• contractual requirements• statutory requirements• resource allocation• working requirements• environmental considerations• weather conditions96. amend priorities to take account 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• use or change of use• current legislation• resources• security threats97. prepare plans or schedules for two of the following maintenance activities and negotiate and agree them with decision makers:• regular programmes• tendered works• responsive works• cost estimated works• winter maintenance• traffic maintenance (signing, lighting and guarding)• temporary traffic management (on motorways and high-speed dual carriageways)• risk assessments and method statements98. prepare risk assessments and method statements for three of the following:• structure• surface• materials• markings• fittings• power and light• drainage• telecommunications• special services and equipment• landscaping• temporary traffic management• fencing• vehicle restraint systems• signs• lighting columns and traffic control equipment99. prepare plans or schedules for two of the following maintenance activities:• winter maintenance• traffic maintenance (signing, lighting and guarding)• temporary traffic management (on motorways and high-speed dual carriageways)100. identify, record and use organisational procedures to implement systems or processes that will deliver and improve customer service for at least two of the following:• specifications• drawings• instructions and variations• feedback processes101. give a consistent and reliable service and maintain records of how the provision of customer service promoted customers' confidence102. work with others to resolve customer service problems using at least two of the following forms of communication:• electronic• verbal• via a second person• feedback documents• group meetings103. communicate with customers to provide information, and check and record satisfaction for at least two of the following actions:• corrective• referral• investigative• reactive• proactive104. solve problems within existing systems or procedures that may affect customers before the customer becomes aware of them105. confirm and record that the service given meets the customers' needs and expectations106. inform and record any changes to customer service systems or procedures that will reduce the chance of problems being repeated to at least two of the following people responsible:• client, customer or their representative• contractors• consultants• sub-contractors• suppliers• workforce107. share and record information to maintain and improve standards of service delivery with people responsible108. supervise and record the work activities for at least two of the following:• repair• maintenance• conservation• alteration• adaption• energy efficiency retrofit• installation or replacement of building services109. observe organisational requirements appropriate for the protection of the workforce, visitors and the environment by 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• emergency plans• fire safety• hot works• environmental factors110. check validity of team members' industry certification cards, competence schemes, qualifications, certificates and training111. identify and assess any defective works, faults or other issues and recommend and implement corrective action which conforms to safe working methods and practices for at least three of the following:• construction errors• identification of further utilities• non-compliance with legislation and official guidance relating to built heritage• environmental concerns• previous incorrect maintenance• previous selection of inappropriate materials and construction methods• identification of hazardous materials• breaches of security• poor workmanship• faults caused by incorrect sequencing of trades• discovery of architectural or archaeological features during the works• condition of existing buildings and structures• limitations of design choices112. keep accurate records of work progress checks, defects, problems, decisions, corrective action and quantities involved113. identify, assess, record the acquisition and maintain at least four of the following resources for work activities for traditional and heritage buildings and structures• people• plant• equipment or machinery• materials and component• sub-contractors• information• work area and facilities• waste management• utility providers114. carry out and record the supervision of at least two of the following programmed demolition activities which will minimise disruption and maintain optimum performance:• soft strip• mechanical demolition• remote mechanical demolition• explosive demolition• selective demolition• diamond drilling and sawing115. observe organisational requirements appropriate to the work environment for the protection of the workforce, the general public, visitors and the environment by the application of information sourced from at least three of the following:• methods of work• risk assessment• safe use and storage of tools and equipment• safe use and storage of materials• traffic management• emergency plans116. identify and assess at least three of the following faults and problems and recommend and implement corrective action which conforms to safe working methods and practices:• limitations of design choices• construction errors• identification of further utilities• archaeological and heritage concerns• environmental concerns• incorrect maintenance• identification of hazardous materials• breaches of security117. conduct and record the following pre-work demolition checks to meet organisational requirements and maintain safe working methods and practices:• condition• fit for purpose• health, safety, wellbeing and welfare118. keep accurate records of work progress checks, faults, problems, corrective actions and quantities involved119. identify and assess at least three of the following resources for at least two of the following demolition activities:120. supervise, confirm and record at least two programmed maintenance activities and five repair activities on controlled roads which will minimise disruption and maintain optimum performance using the following:121. observe organisational requirements appropriate to the work environment in relation to protecting the workforce, the general public, visitors and the environment by the application of information relating to at least three of the following:• methods of work• risk assessments• safe use and storage of tools and materials• temporary traffic management• emergency plans• health, safety and welfare122. identify and assess three of the following faults and problems:• limitations of design choices• manufacturing and construction errors• installation errors• incorrect use• incorrect maintenance123. recommend, record and implement corrective action taken which conforms to safe working methods and practices124. update maintenance recording systems, implement them and monitor their use, for regular programmes, tendered works, lump sum or fixed price, and for at least one of the following activities:• responsive works• winter maintenance• temporary traffic management (including but not limited to signing, lighting, guarding)• (vehicle restraint systems and noise reducing systems, lighting columns and traffic control equipment, road marking including road studs and fixed vertical road traffic signs• environmental (landscape maintenance and upkeep of waterways including drainage)• inspections (structures and environmental activities, including circulation fixtures and carriageways)125. conduct and record the pre-work inspections to meet organisational requirements and maintain performance using safe working methods and practices for at least two of the following:• condition• performance• health and safety126. maintain accurate records of work progress checks, faults, problems, corrective action and quantities involved127. identify, assess, record and maintain three of the following resources for two of the following maintenance activities:128. 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 constraints129. supervise implementation of the retrofit plan ensuring effective and efficient working practices compliant with design and quality standards, for a given occupational area130. review and record works progress against the project programme, resources and planned sequencing of works, and recommend and take corrective action when required131. recognise and report defects in installation with specific reference to five 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• loading132. check, record and report that ventilation is not compromised and complies with all relevant standards for the following:• gas and other combustion appliances• flues• general ventilation133. Carry out specified checks of the retrofit works and record that the works conform to quality, standards and compliance with the retrofit design, and manufacturers' instructions, throughout the installation process, for at least eight 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 insulation134. identify, record and implement agreed corrective actions when required for at least nine 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 insulation135. schedule and coordinate the inspection testing and commissioning, and communicate the outcomes for retrofit works136. identify, implement and record agreed 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 insulation137. contribute to the project handover on completion of the installation of retrofit works138. interpret and confirm the relevance of the following information in relation to the supervision of installing, maintaining and removing temporary works:• drawings• check certificates• hold points• permits to work• specifications• schedules• method statements• risk assessments• manufacturers' information139. 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 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 of access materials• traffic management• emergency plans• fire safety• hot works• environmental factors140. identify, assess and maintain the following resources for temporary works• people• plant• equipment or machinery• materials and components• sub-contractors• information• waste management• utilities (power, water, lighting)141. confirm that all materials, equipment and tooling is correct prior to installation142. supervise the installation of the temporary works in accordance with the programme of works to meet the needs of organisational and other stakeholder procedures143. keep accurate records of work progress checks, faults, problems, corrective actions, quantities involved and maintain safe working methods and practices144. handover the temporary works in accordance with organisational procedures145. supervise the removal of the temporary works in accordance with the programme of works to meet the needs of organisational and other stakeholder requirements146. supervise the workforce to conduct pre-installation checks in accordance with organisational requirements for at least six 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 architectural and archaeological features147. supervise the workforce to conduct external and internal pre-installation building inspections, and report findings to the person responsible for at least eight of the following:• 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)148. supervise control measures against identified risks arising from external and internal pre-installation building inspections for at least eight of the following:• 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)149. supervise control measures against identified 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 features150. interpret and utilise information sources against on-site conditions to contribute to the retrofit works plan, risk assessments and method statements for at least four 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 archaeology151. report issues with the planned retrofit works and suggest corrective actions for at least six 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 archaeology152. assess the project programme and contribute to the planning and sequencing of works for the installation of retrofit works for at least five of the following:• 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• handover153. contribute to the planning for the efficient use of the resources required for retrofit works, for at least four of the following:• materials and components• services• plant, equipment or machinery• workforce• information• site facilities• waste management• structures• storage of materials within specified parameters154. carry out supervision and provide input into the programmes, plans or schedules which will minimise disruption and maintain optimum performance for at least two of the following tunnelling activities:• 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 installation of supports• shaft and tunnel construction• tunnel transport• spraying concrete lining• operating separation plant• temporary works• lifting loads155. ensure compliance to current legislation, regulations and official guidance appropriate to the work environment to ensure protection and safety of the workforce, the general public, visitors and the environment by the application of information relating to at least three of the following:• methods of work• tunnel access arrangements• risk assessments• safe use and storage of tools• safe use and storage of materials• traffic management• emergency plans• fire safety• hot works• environmental factors156. identify and assess common tunnelling defects and problems, recommend and implement corrective actions to be taken which conform to safe working methods and practices for at least three of the following:• limitations of design choices• construction errors• identification of further utilities• archaeological and heritage concerns• environmental concerns• incorrect maintenance• identification of hazardous materials• breaches of security• changes in ground conditions157. ensure accurate records are kept of work progress checks, detailing tunnelling defects, problems, corrective actions taken and quantities involved of the following resources:• people• plant, equipment and machinery• materials and components• sub-contractors• information• work area and facilities• waste management• utilities158. identify, assess and record the acquisition and maintenance of at least four of the following resources for at least three of the following tunnelling activities:159. comply with the given contract information and supervise the activities to form tunnels ensuring the work is carried out efficiently to the required specification in at least one of the following occupational areas:• hand miner• shaft miner• tunnelling machine operator• machine tunnelling operative• spoil removal equipment operative• tunnel services operative• tunnel transport operator• tunnel fitter's mate• tunnel electrician's mate• sprayed concrete lining tunnelling operative• pipejacking operative• micro-tunnelling operative• separation plant operative• specialist tunnelling occupations
Road Construction Operatives1. interpret the given information relating to the work and resources to confirm its relevance2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices3. select the required quantity and quality of resources for the methods of work4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area5. comply with the given contract information to carry out the work efficiently to the required specification6. complete the work within the allocated time, in accordance with the programme of work7. interpret the given operating information relating to the use of plant or machinery and confirm its relevance8. organise with others the sequence in which the work is to be carried out9. comply with the relevant, current legislation, special legal status documents, official guidance and organisational procedures to maintain safe and healthy work practices10. request resources to sustain plant or machinery operations to complete the programme of work11. select plant or machinery resources for the methods of work and operations to be carried out12. 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 practices13. Implement, monitor and remove mobile traffic management on motorways and dual carriageways14. Install, maintain and remove static temporary traffic management on motorways and high speed dual carriageways15. Install, maintain and remove temporary traffic management on urban and rural roads16. interpret the given operating information relating to the use of plant or machinery, equipment or vehicle and confirm its relevance17. request resources to sustain plant or machinery, equipment or vehicle operations to complete the programme of work18. select plant, machinery, equipment or vehicle resources for the methods of work and operations to be carried out
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