Helen's journey · Lesson 3

What did we sign?

Before you start

In the story

Nobody read Schedule 7. Now there's a Defect.

Back to the story

The right way: One page, before the pen

Before signing

Sam gives Helen one page: what information the contract promises, by when, and who's delivering it. The same promises go down into every subcontract.

Contract award

The plans went into the appointment before signing. Once we've won, they're issued formally at C01. When the client's reviews run late, that's recorded against the plan.

Month six

Things wobble. Both sides open the plan, see who's late, and fix it. No lawyers.

Signed, unreadNo plan, no evidence, and the Defect lands on us alone.
One page, before the penPromises known, passed down, and a plan that shows who was late.
The right way, explained

The right way, explained

A contract is the town's deal with its neighbours. If the Town Hall signs a deal it hasn't read, the town keeps it by accident or not at all. And a written plan cuts both ways: it's also how you show the neighbours were late.

If you're the information manager

If you're the information manager

Read what was signed before you plan anything. If the information promises never made it into the subcontracts, tell Helen while it's still cheap to fix.

In the town See it in the town: one signature at the top. How far down does the promise go?

Helen's view: our firm signs with the client, then passes the same promises down to every firm we appoint.

Who works for whom The project team as a town. Client Town sits in the middle. Around it are lead firms: your firm, the Tier 1 leading the work, another lead firm, and space for more. Each lead firm has its own firms working for it, such as Designer Town, a groundworks subcontractor and a supplier, and each of those has small task teams. Your firm and its firms are shaded together as your delivery team. Solid lines show requirements and information exchange; dotted lines between the lead firms show coordination. Rex, Sam and Dave are in your firm, Alex is in Designer Town, and the Clerk of Works is in Client Town. THE WHOLE PROJECT TEAMYOUR DELIVERY TEAMCLIENT TOWNwho the work is forYOUR FIRMthe Tier 1 leading the workANOTHER LEAD FIRMits own appointment…as many more as the job needsDESIGNER TOWNAlex's firmGROUNDWORKSa subcontractorSUPPLIERDESIGNERSUBCONTRACTORa task team DaveSamRexAlexClerk of Works
Solid lines. What's needed, and the information that comes back.
Dotted lines. Lead firms coordinating with each other.
Pick a groupWho works for whom

The client

In the picture
ISO 19650 calls it
Watch out for

This is the Appointment!

The contract that carries the information promises, all the way down.

The briefing Four lines for the board
The point

The contract makes information promises. Know what they are before you sign, and have the plans in place from day one.

Why it matters

The plan is your evidence. Without one, you can't show the client was late too, and you carry the blame alone.

What the standard expects

Under ISO 19650, the information requirements, the plan, the delivery schedule and the information protocol go into the appointment before it's signed, and down to every subcontractor.

Your decision

Don't sign until someone can tell you, on one page, what information you're promising.

From the standard
For directors What goes into the contract

Under ISO 19650, the information side of the job isn't a nice-to-have. It's written into the appointment, the contract between the client and the lead firm, and the same again in every appointment below it.

In the contractWhat it means for you
The client's information requirementsWhat they need from us, and when
Their information standard and methodsHow files must be named, checked and shared
Our plan for managing informationWhat we promised in the bid, now binding
The delivery planWhich drawing, report or model is due when, and who makes it

For you: the delivery plan is also your defence. If the client's reviews run late, the plan is how you show it.

Based on the ISO 19650 series: the ideas come from the standard; the plain-English wording, examples and advice are InfoTown's. ISO 19650 is © 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.