New here? A persona is a short, realistic story about one person at work. Not a real person, but built from real jobs, projects and rules.
What the job looked like, what changed, and where they need to get to.
You lead most steps, with the Information Manager. Design teams and the contractor send you their work.
You getYou send
You
Project Coordinator
Confirm the BIM rules cover both appointments, and record it in the plan.
List the questions each decision needs answered, and what the school needs.
Approve the standard, naming, protocol and CDE rules for every appointment.
Put the EIR and the information scoring criteria into the tender.
You receive each design team's BIM plan, capability and mobilisation plan.
Score the responses, report at the Project Review, appoint the teams.
At each stage and at handover, the design team lead submits its model.
Accept or send it back, and report its status at each Project Review.
Information Manager
Drafts and advises
Design team lead
Tenders and delivers
Sanctioning Authority
Approves each gate
Main contractor
Tenders and hands over
No single right answer. The Report compares the options in detail.
An in-house information manager
Good: direct control, independent of the teams
Watch: staff need the skills and the time
An independent consultant
Good: specialist skills without straining staff
Watch: extra procurement, cost and briefing
Hand it to the design team lead
Good: less day-to-day work for your staff
Watch: they would check their own work
In-house owner, bought-in support
Good: you keep control, experts fill the gaps
Watch: split the duties clearly between them
Six personas share one made-up school project. Requirements flow down from the client; records flow back up.
The client
The design team
The main contractor
The supply chain
Requirements flow this way
Records flow back this way
At each stage, to handover
Five short learning briefs that match the steps. Suggestions to practise, not certificates.
Confirm the mandate and set requirements
Check whether the mandate applies, and write down what the project and the school need.
240 minutes · Blended seminar · Steps 1 and 2
Set the information standard and CDE rules
Specify file naming, CDE workflows and the information protocol for public tenders.
180 minutes · Hands-on · Step 3
Write the tender EIR and judge BIM plans
Put the EIR into the tender, set scoring criteria and assess tenderers' BIM plans.
300 minutes · Case studies · Steps 4 to 6
Check and accept stage information
Check models and data against the EIR, then formally accept or reject them.
210 minutes · Demonstrations · Steps 7 and 8
Choose who manages information
Compare the four ways to resource it, and keep acceptance with the client.
180 minutes · Workshop · Step 1 decision
Build Digital materials to keep open while you work.
Lines up the information management steps with the usual CWMF stages.
Useful at steps 1, 3 and 8
Workbooks for the client's requirements, PIR, AIR and delivery planning.
Useful at steps 2 and 4
Response formats and benchmarks for judging tenderers' BIM plans.
Useful at steps 4 to 6
Courses
Picked by Build Digital; they open on the provider's website.
The jargon on this project, in plain words.
This overview is the first look. Open the detail when you are ready.
Full Scenario Record
A checklist for every step, the sources and evidence, and the full learning briefs.
Open the Full RecordI know public projects and tendering. What BIM asks of me as the client? That part is new.
A project coordinator at an Education and Training Board, managing a €14m school extension, learns to build the BIM Mandate into tenders and reviews.
Does this sound like your job?
Good. Start with the eight steps.
Use it as a starting point, or meet the others on this project.
Browse all personas to find a closer fit.
A short, realistic story about one person at work. Not a real person, but built from real jobs, projects and rules.
A roleA situationThe steps they takeWhat to learn and read
Swipe to see what changed.
You lead most steps. The Information Manager helps; the design team and contractor deliver.
Lines marked You get and You send are what passes between you and the others.
Confirm the BIM rules cover both appointments, and record it in the plan.
An in-house information manager
Good: direct control. Watch: needs skills, time.
An independent consultant
Good: ready expertise. Watch: extra cost.
Hand it to the design team lead
Good: less work for you. Watch: checks its own work.
In-house owner, bought-in support
Good: control plus skills. Watch: clear split needed.
List the questions each decision needs answered, and what the school needs.
Approve the standard, naming, protocol and CDE rules for every appointment.
You get the draft rules from the Information Manager
Put the EIR and the information scoring criteria into the tender.
You get the draft EIR from the Information Manager
You send the tender and EIR to each design team lead
You receive each design team's BIM plan, capability and mobilisation plan.
You get the BIM and mobilisation plans from design teams
Score the responses, report at the Project Review, appoint the teams.
You get the scores from the Information Manager
You send the report to the Sanctioning Authority to approve
You get the BIM plan from the main contractor
At each stage and at handover, the design team lead submits its model.
You get the information model from the design team lead
Accept or send it back, and report its status at each Project Review.
You get a recommendation from the Information Manager
You send any rejection to the design team lead
You get handover information from the contractor
Rejected work comes back to step 7
Requirements flow down from the client; records flow back up.
At each stage, to handover
Five short learning briefs. Suggestions to practise, not certificates.
Confirm the mandate and set requirements
240 minutes · Blended seminar · Steps 1 and 2
Set the information standard and CDE rules
180 minutes · Hands-on · Step 3
Write the tender EIR and judge BIM plans
300 minutes · Case studies · Steps 4 to 6
Check and accept stage information
210 minutes · Demonstrations · Steps 7 and 8
Choose who manages information
180 minutes · Workshop · Step 1 decision
Build Digital materials to keep open while you work.
Match information steps to the CWMF stages.
Useful at steps 1, 3 and 8
Workbooks for the client's requirements.
Useful at steps 2 and 4
Benchmarks for judging tenderers' BIM plans.
Useful at steps 4 to 6
Courses
Picked by Build Digital; they open on the provider's website.
Capital Works Management Framework: stages and contracts for public projects.
What you need for project decisions, and to run the school.
Exchange Information Requirements: what each team must deliver, and when.
A team's plan for delivering the information you require (BEP).
Common Data Environment: the project's shared online filing system.
The formal name for the client: here, the ETB you work for.
Full Scenario Record
A checklist for every step, the sources and evidence, and the full learning briefs.
Open the Full Record