Code of Practice for Project Management for Construction and Development, 5th Edition

3 Strategy

Stage checklist

Key processes:	Project governance parametersProject strategyProject organisation and controlAccountability and responsibilitySelection and appointment of project teamProcurement strategyTender proceduresBIM strategyProject execution plan
Key objective:	‘How will the need be realised?’
Key deliverables:	Project execution plan
Key resources:	Client teamProject managerSpecialist consultants

Stage process and outcomes

This project manager–led stage takes the client’s preferred project option which received approval at the completion of the feasibility stage and develops firm proposals defining how the development will be implemented. Determining how the project will be implemented and managed is a fundamental element of the project management role.

This process involves establishing the project infrastructure in terms of defining the mechanisms for managing and controlling the project, assembling the team who will execute the project, and collating all information to clarify the client’s detailed requirements as a precursor to the design process.

Essential to this stage is the production of a project execution plan (or project management plan) which confirms the project strategy and the manner in which the project will be implemented.

Outcomes:

• project implementation strategy
• project definitions and procedures
• selection and appointment of project team
• employer’s requirement document
• facility management strategy
• project time schedule ...