Illustrative owner reporting

The decision, in context.

An owner report should explain what has changed, what needs attention and who makes the next decision. The fictional study below shows how a construction choice can be explained.

A window selection reaches its decision point.

The design team is reviewing a revised window package. Before the owner decides, the project team connects the proposed scope with the drawing response, supplier information and installation sequence.

Illustrative study04 stages

  1. Stage 01

    Proposed

    The revised package is recorded as a question for review. It has not been authorized.

  2. Stage 02

    Reviewed

    Scope, lead-time and construction implications are brought together for the owner.

  3. Stage 03

    Owner decision

    The owner decides through the agreed written process. A recommendation does not commit funds.

  4. Stage 04

    Recorded

    The project record identifies the decision and the current information for affected work.

A report that can be used.

Agree the reporting format and cadence in the appointment. Each issue should connect the current position with the source records and the people responsible for the next action.

  1. Progress

    The reporting date, observed work and relevant next milestone.

  2. Cost & changes

    Commitments, approved changes, pending exposure and assumptions kept distinct.

  3. Decisions

    The issue, available information, owner response and required timing.

  4. Closeout

    Outstanding items, responsible people and agreed handover records.

Agree the reporting scope.

Reporting deliverables, communication channels, document access and privacy arrangements are agreed for each project.

Continue

Next step

Discuss owner representation