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 do the steps. The client issues the tender and accepts your work. The building services engineers feed in.
You getYou send
You
Practice Principal
Confirm the BIM rules apply, read the client's requirements, decide to bid.
Compare software, hardware and staff skills with ISO 19650. List the gaps.
Agree file naming, checks and who does what. Make a reusable BEP template.
Price training, software and the extra information work. Partners approve.
Answer each client requirement in a pre-appointment BEP, then submit it.
Lead the design team. Check every file and clash before you share it.
Compare planned and actual hours. Update templates, fees and future bids.
Project Coordinator
Client side: the ETB
Design Engineer
Building services firm
No single right answer. The Report compares the options in detail.
Yes, in-house, with a fair fee
Good: you keep the whole information fee
Watch: needs trained staff and dedicated hours
Yes, bringing in a specialist
Good: adds specialist skills to your team
Watch: their costs must stay within your fee
No, the client provides the role
Good: no information role to staff
Watch: you give up the extra fee and some control
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
Within 12 months
Four short learning briefs that match the steps. Suggestions to practise, not certificates.
Judge the mandate and plan the bid
Check if a tender triggers the BIM rules, weigh the client's needs and price the information work.
240 minutes · Seminar or workshop · Steps 1 and 4
Audit your practice and set office rules
Audit software, hardware and skills, then set lean naming and checking rules for a small practice.
300 minutes · Hands-on workshop · Steps 2 and 3
Build the team and write the BEP
Write a pre-appointment BEP that answers the tender, and set clear BIM scopes for sub-consultants.
360 minutes · Practical workshop · Steps 4 and 5
Check designs and learn from each project
Check models and drawings before each release, and turn lessons into better templates and fees.
300 minutes · Hands-on simulation · Steps 6 and 7
Build Digital materials to keep open while you work.
Tells you whether a public tender triggers the BIM rules.
Useful at step 1
A phased plan to build skills, processes and tools in line with the CWMF.
Useful at steps 1, 3 and 4
Templates for structuring the tender response and pre-appointment BEP.
Useful at step 5
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 how to design a school. Public tenders with BIM rules? That part is new to me.
The principal of a small architectural practice bids to lead the design team on a public school extension, building only the BIM capability the work demands.
Does this sound like your job?
Good. Start with the seven 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 do the steps. The client issues the tender and accepts your work. The engineers feed in.
Lines marked You get and You send are what passes between you and the others.
Confirm the BIM rules apply, read the client's requirements, decide to bid.
Compare software, hardware and staff skills with ISO 19650. List the gaps.
Agree file naming, checks and who does what. Make a reusable BEP template.
Price training, software and the extra information work. Partners approve.
Yes, in-house, with a fair fee
Good: keep the fee. Watch: needs trained staff.
Yes, bringing in a specialist
Good: specialist skills. Watch: costs must fit.
No, the client provides the role
Good: nothing to staff. Watch: no extra fee.
Answer each client requirement in a pre-appointment BEP, then submit it.
You get the invitation to tender from the client
You send your tender response and BEP to the client
Lead the design team. Check every file and clash before you share it.
You get your appointment from the client
You get the engineers' input and delivery plan
You send the design model to the client to accept
Compare planned and actual hours. Update templates, fees and future bids.
You get work sent back to amend, from the client
You get the tender result and feedback from the client
Rejected work comes back to step 6
Requirements flow down from the client; records flow back up.
Within 12 months
Four short learning briefs. Suggestions to practise, not certificates.
Judge the mandate and plan the bid
240 minutes · Seminar or workshop · Steps 1 and 4
Audit your practice and set office rules
300 minutes · Hands-on workshop · Steps 2 and 3
Build the team and write the BEP
360 minutes · Practical workshop · Steps 4 and 5
Check designs and learn from each project
300 minutes · Hands-on simulation · Steps 6 and 7
Build Digital materials to keep open while you work.
Does a tender trigger the BIM rules?
Useful at step 1
Build skills, processes and tools in phases.
Useful at steps 1, 3 and 4
Templates for the tender response and BEP.
Useful at step 5
Courses
Picked by Build Digital; they open on the provider's website.
Capital Works Management Framework: the rules for Irish public building projects.
The international standards for managing building project information.
Exchange Information Requirements: what information the client wants, and when.
BIM Execution Plan: how your team will produce, check and share information.
The formal name for your practice here, as leader of the design team.
Common Data Environment: the project's shared online filing system.
Full Scenario Record
A checklist for every step, the sources and evidence, and the full learning briefs.
Open the Full Record