Sam's journey · Winning the work (tender) · Lesson 3

Who's actually doing this?

Before you start

In the story

"The IM team" turned out to be one person, on five jobs, who found out from the client.

Back to the story

The right way

Tender

The bid names people, not teams: who leads on information, who does document control, and who on the project owns it. Each has the time and the skills.

Before signing

The client sees the names before signing.

Get readyGet ready: Day one…
Day one

A named information lead is assigned to the job, on site or remote, with the time to support it however it needs.

"The IM team"One person, five jobs, who found out from the client.
Names, not boxesNamed people with the time and skills, seen by the client before signing.
Think like Sam

Every information role needs a name, the time and the skills. Does the plan name a person, not a team? Do they know they're named? (Especially if it's you.)

Continue Sam's journey

Story 4: The promise

The plan for managing information is the bid's biggest promise. This one was last job's.

The right way, explained

The right way, explained

Every building in town needs someone with the keys. "The council" is not someone. A name and a phone number is.

If you're the client

If you're the client

Ask for named people and how much of their time they'll give, not an org chart full of boxes. Then check they turn up.

In the town See it in the town: every dotted line needs a name. Whose?

Sam's view: every dotted line needs a name on it. Usually, so far, mine.

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

These are the named Information Management roles!

A person, not a team, for every information job.

For the audit What the auditor will ask
  • Who is responsible for information on this job, and how do you know they're competent?
  • Where is anything you've handed to someone else written down?
For the audit What good evidence looks like
  • Named roles in the plan, with time allocated.
  • Training or competence records for each person.
  • A written record of anything handed to another firm or team.
From the standard
ISO 19650 Who does the information management

ISO 19650 expects the lead firm to say who will carry out its information management, and to name them. Tasks can be given to someone else, like a specialist or another part of the business, but the firm that signed still answers for the result.

CheckIn plain words
Named peopleA person for each role, not a department
CompetenceThey have the skills, and you can show it
TimeThey have the hours, on this job
Anything handed onWritten down: who, what, and who stays responsible

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.