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A value management framework for systematic identification and precise representation of client requirements in the briefing process.

机译:一个价值管理框架,用于在简介过程中系统地识别和精确表示客户需求。

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摘要

The briefing process is a procedure by which client requirements are identified, clarified and articulated during the early design process of a construction project. The briefing process is critical to the successful delivery of construction projects and many limitations inhibit its effectiveness. The importance of effective briefing has been emphasised in many research studies during the past two decades. Although many initiatives have been taken to investigate and improve the briefing process, current briefing practice is still considered "inadequate". This inadequacy is largely attributed to the lack of a comprehensive framework for identifying and clarifying the requirements of clients.; This research project aims to investigate whether a practical framework utilising the Value Management (VM) approach can lead to a systematic identification and clarification of client requirements, and the precise and explicit representation of these requirements in the briefing process. This approach is facilitated workshop based to improve communication amongst stakeholders. The research objectives include the identification of problems and difficulties faced by clients and designers in the briefing process; evaluation of current practices in identifying and clarifying client requirements for building projects, analysis of existing approaches to represent functional requirements at the briefing stage and the development of a new framework using VM to systematically identify/clarify client requirements and explicitly represent these requirements.; The choice and adequacy of a research approach embodies a variety of assumptions regarding the nature of knowledge and the methods through which that knowledge can be obtained, as well as a set of root assumptions about the nature of the phenomena to be investigated. In this study, the qualitative approach was adopted supported by quantitative approaches. The research objectives were achieved by the literature review, questionnaire survey, focus group meetings, experimental study and desktop case studies.; The VM framework for briefing, which contains answers to the questions What, Why, When, Who, Where and How, has been successfully developed in this study. It was incorporated into two briefing guides entitled "A How-To Guide to Value Briefing" and "A Concise Guide to Value Briefing", published in January 2006. The VM framework embraces thirteen briefing variables, 'Projects', 'Stakeholder Management', 'Teams and Team Dynamics', 'Client Representation', 'Change Management', 'Knowledge Management', 'Risk and Conflict Management', 'Post-Occupancy Evaluation and Post-Project Evaluation', 'Critical Success Factors and Key Performance Indicators', 'Types of Business and Organisational Theory', 'Decision Making', 'Communication', and 'Culture and Ethics'. A two stage briefing process, which encompasses Strategic Briefing and Project Briefing Study, is recommended. It was found that the most important critical success factor of briefing was open and effective communication as agreed by the respondents of a questionnaire survey conducted in Hong Kong, the UK and the USA. This supports the contention that VM is a solution to enhance the briefing performance in that it can improve communication of clients and stakeholders.
机译:简报过程是在建筑项目的早期设计过程中确定,阐明和阐明客户需求的过程。简报过程对于建设项目的成功交付至关重要,许多限制因素限制了其有效性。在过去的二十年中,许多研究都强调了有效介绍情况的重要性。尽管已经采取了许多措施来调查和改进简报过程,但是当前的简报实践仍然被认为是“不足的”。这种不足在很大程度上归因于缺乏用于识别和澄清客户需求的综合框架。该研究项目旨在调查利用价值管理(VM)方法的实用框架是否可以导致系统地识别和阐明客户需求,以及在简报过程中准确,明确地表示这些需求。这种方法是基于研讨会的便利,以改善利益相关者之间的沟通。研究目标包括在简报过程中确定客户和设计师面临的问题和困难;评估当前在确定和澄清建筑项目客户需求方面的实践,在简报阶段分析代表功能需求的现有方法,以及使用虚拟机来系统地识别/阐明客户需求并明确代表这些需求的新框架的开发;研究方法的选择和充分性体现了关于知识的性质和获取知识的方法的各种假设,以及关于要研究的现象的性质的一系列基本假设。在这项研究中,定性方法被定量方法支持。通过文献综述,问卷调查,焦点小组会议,实验研究和桌面案例研究来达到研究目的。用于简报的VM框架包含对本研究成功开发的问题,原因,时间,时间,对象,地点和方式的回答。它被合并到2006年1月发布的两个简报指南中,分别是“价值简报操作指南”和“价值简报简明指南”。VM框架包含13个简报变量,“项目”,“利益相关者管理”, “团队和团队动力”,“客户代表”,“变更管理”,“知识管理”,“风险和冲突管理”,“入职后评估和项目后评估”,“关键成功因素和关键绩效指标” ,“业务类型和组织理论”,“决策制定”,“沟通”和“文化与道德”。建议分两个阶段进行简报,其中包括战略简报和项目简报研究。据发现,简报最重要的成功因素是开放,有效的沟通,这是在香港,英国和美国进行的问卷调查的受访者所同意的。这支持以下论点:VM是增强简报性能的解决方案,因为它可以改善客户和利益相关者的沟通。

著录项

  • 作者

    Yu, Tit Wan (Ann).;

  • 作者单位

    Hong Kong Polytechnic University (People's Republic of China).;

  • 授予单位 Hong Kong Polytechnic University (People's Republic of China).;
  • 学科 Engineering Industrial.; Architecture.
  • 学位 Ph.D.
  • 年度 2007
  • 页码 562 p.
  • 总页数 562
  • 原文格式 PDF
  • 正文语种 eng
  • 中图分类 一般工业技术;建筑科学;
  • 关键词

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