Bring the right information
Gather the drawings, photographs and notes you already have. Mark the areas you would like to discuss and note any work that has been carried out previously.
- Available plans and measurements
- Your list of priorities
- Details of relevant previous work
Arrange access
Identify who can authorise entry, which areas can be visited and any site-specific requirements. On operational or managed properties, coordinate with the responsible manager.
- An on-site contact
- Visitor and access requirements
- Restrictions on working hours or movement
Discuss the practical constraints
Be open about the parts of the property that need to remain in use, timing expectations and other teams involved. These details can materially affect the approach.
- Occupation and business continuity
- Other contractors or consultants
- Delivery and storage arrangements
Agree what happens next
Confirm what further information is needed and who will provide it. Ask when to expect the next discussion or quotation, and keep a written note of agreed actions.
- Outstanding information
- The person responsible for each action
- The next agreed contact point
General project-planning guidance. Site-specific requirements and responsibilities should be discussed with the appropriate professionals before work begins.
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