HandoverHandover: Handover week…
Against the plan
Sam checks the handover against what the client asked for, item by item, using the parts list.
Stage 6 · Hand it over · Stop 5 of 6 · The right way
Signed out, signed for
The back alley's bill so far: 151 weeks · See the bill
The right way
Authorised, then accepted
Callum, the project manager, authorises it for the lead firm. He knows what's in it, because it's on the list. Grace's team accepts it, straight into the client's systems.
In useIn use: The week after…
Rex
Payment follows. Assistant engineer Rex's job is done. His drawings now belong to the centre.
Send everything2,000 files, nine FINALs, nothing accepted, payment held.
Against the planWhat was asked for, authorised, accepted, paid.
Now there is: Handing over: authorised by the lead firm, accepted by the client (authorisation and acceptance), and loaded into the client's own systems.
What's going on here
Handover is the last exchange of the job, and it works like every other one: check it against what was asked for, the lead firm authorises it, the client accepts it. Sending everything isn't generous, it just hands the sorting to the client.
In the town See it in the town: why is "send everything" the least generous thing you can do?
Handover is the last exchange between the Site Office and Client Town, and it works like every other one: check it against what was asked for, the lead firm authorises it, the client accepts it. The parts list is the checklist, built from the order back in the tender pack, so Callum knows what is in the package before he authorises it. Only then does it move into Client Town's own systems. Send 2,000 unchecked files and Grace has to do the sorting herself, so she accepts nothing.
Fix it Handover pile growing? Shrink it to the list.
- Pull the client's handover requirements and the parts list side by side.
- Remove drafts, duplicates and anything not on the list.
- Get the lead firm to authorise the package before it goes.
A note for the information manager: The handover package should be a report from the parts list, not a folder, so the question "is it all there?" has a yes or no answer.
Try it on your job
What does your client actually expect at handover? Find the list, not the folder.
ISO 19650 Handing over against the plan
| ISO 19650 says | Means | In the town |
|---|---|---|
| Master information delivery plan (MIDP) | The lead firm's full plan of what information is due, from whom and when, against which the handover is checked | The parts list |
| Authorisation | The lead firm's check that the information is complete and does what was asked before it goes to the client | Authorise and accept (S4) |
| Acceptance | The client's review of delivered information against its requirements before taking it | Authorise and accept (S5) |
| Project information model (PIM) | All the information built up through the job, the right parts of which are handed over to the owner | Information model |
Based on the ISO 19650 series: the ideas come from the standard; the plain-English wording, examples and advice are InfoTown's. ISO 19650 and its UK National Annex are © ISO and BSI. You'll hear the same language across the industry. Read more for free in the Information Management Initiative (IMI) Framework guidance from BSI and nima. For the full requirements, use the standard itself.