An inadequate and unclear brief is believed to be one of the main causes of cost overrun in a project.
The inability of clients to provide the required information during the briefing and design processes
has been found to be the main cause of change orders resulting in cost overruns. This paper proposes a
client-led initiative for managing the briefing process that will keep a project within its contract sum
while achieving the desired quality. The paper focuses on the role of the quantity surveyor, either as an
in-house representative or consultant, in managing the briefing to manage the construction cost. It will
highlight the findings of a questionnaire survey obtained from 104 respondents on the performances of
quantity surveyors and clients during the briefing process. The paper concludes with a summary of
significant attributes of clients that influenced the success of budget achievement, and
recommendations for improving cost management through appropriate client involvement during the
briefing process.
Keywords: client attributes, briefing process, clients brief, cost management, quantity surveyor
1. INTRODUCTION
Project time and cost overruns are among the major problems in the Malaysian Construction Industry.
Samsudin (2005), in his study on cost overruns of construction projects, found that more than 50% of
projects suffered from cost overruns, and 14% of them experienced cost overruns of between 60% to 70%
of the project costs. Ahmad et al., (2005) study showed that two thirds (70%) of projects incurred cost
overruns and more than two thirds (75%) faced time overruns.
Many researchers (Pinto & Sleven, 1988; Clarke, 1999; Bacarrini, 1999; Turner, 2004; Nguyen et al.,
2004; Fortune & White, 2006, Ahmad, 2008) have agreed that an inadequate and unclear brief is among
the main causes of time and cost overruns of projects. An inadequate and unclear brief at the inception
stage will result in a design that does not meet the clients expectation. The client will only realize the
shortfall during the construction stage and will therefore request changes. Change orders during the
construction stage are very costly and disruptive to the work schedule (Ahmad et al., 2009).
2. PROBLEM STATEMENTS
During the briefing process, the key tasks of the clients are to deliver information on client requirements
and to ensure those requirements are understood by the design team in order to translate that into the
concept and a detailed design of the proposed building. In other words, clients need to prepare a strategic
brief and monitor that until the approval of detailed design and specification. In delivering these tasks an
executive representative is responsible for formulating the policy of the project that includes decisions on
ISSN 1675-5022
2009 Faculty of Architecture, Planning and Surveying, Universiti Teknologi MARA (UiTM), Malaysia
13
Strategic Management Of Clients Brief: A Focus On The Role Of Malaysian Quantity Surveyors
The involvement of other stakeholders, particularly in public organizations would prolong the duration
of briefing due to difficulties in identifying them and reaching a consensus (Chan et al., 2004). Brown
(2001) suggested that an appropriate team structure needs to be established within the clients organization
in order to ensure the client is well represented for identification of requirements. Strategic programming
of briefing is particularly important for a multi-faceted client to allow representatives of focus groups to
present their requirements at an appropriate time.
Drawing from the main references of Latham (1994), Yusuf (1997), Hudson and Clift (1998), Barret
and Stanley (1999), Kamara et.al. (1999), Smith (2000), (Blyth and Worthington (2001), Austin et al
(2002), Kelly et al. (2005), Othman et al (2005), it can be concluded that there are two main problems
with briefing. These are inadequate brief and changes of brief at a later design stage, which are caused by
five main factors. The following are the five main factors that cause problems with briefing:
i)
Lack of identification of client requirements
ii)
Inadequate communications between parties involved in briefing
iii)
Insufficient time allocation for the briefing process
iv)
Inadequate involvement of all relevant parties of a project
v)
Lack of strategic framework for a decision-making process
These factors are caused by many factors attributed by clients and the design team who are the key
project participants during the briefing process.
3. CLIENT ATTRIBUTES
The clients project manager needs to possess leadership skills and be knowledgeable in the construction
process and the organizations mission in order to effectively manage the whole process of the briefing.
These are the key qualities required for a clients project manager to positively contribute to a successful
briefing as well as to project success. Leadership skill needs to couple with authority for efficiency and
effective management effort. The present study will include and measure the attributes of both executive
and technical representative as clients attributes.
Drawing from the main literature of OReilly (1987), BSI (1995), Green (1996), Salisbury (1998),
Barret and Stanley (1999), Blyth and Worthington (2001), CABE (2003) and London et al. (2005) reveals
that there are five key issues related to client attributes during the briefing process. These are:
i)
Knowledge of the client
ii)
Leadership skill of the client
iii)
Communication skill of the client
iv)
Commitment of the client
v)
Decision-making skill of the client
4. THE RESEARCH
The research was aimed at improving the clients brief for better cost management of construction
projects. Three main objectives were set out:
i)
To identify client-related attributes during the briefing process
ii)
To identify the levels of client attributes during briefing
iii)
To establish the relationship between client attributes during the briefing process and budget
achievement
Two sets of questionnaire surveys were designed to investigate clients current performances during
the briefing process, and the influences on project success. The questionnaires on the attributes of clients
were directed to the project architect, while the questionnaires on the perceived level of project success
were directed to the client. Pairs of respondents, an architect and a representative of the client, were
obtained from the same project.
15
More than half (54%) of the architect responded were principals of the firm, 37 % were senior architects
and 9% were project architects. Two thirds (65%) of the respondents had more than 15 years of working
experiences in the construction industry, while 25% had between 11 to 15 years of working experiences,
and only 10% had working experience of between 5 and 10 years. Thus responses were based on
reasonably experienced respondents.
On the clients side, more than half (55%) were represented by project managers, 28% were middle
managers and 13% were consultant project managers. Senior managers (4%) were the respondents from
small organisations. Two thirds (70%) of the respondents had worked for between 6 and 15 years, while
30% had only 5 years experience with the company at the time of the interview. This indicates that these
respondents, too, had sufficient knowledge of the organisations business needs.
ii) Profile of the projects
A total of 104 projects were investigated. All projects were categorised as complex projects based on the
Malaysian Architects Act 1967, Architects (scale of minimum fees) Rules 1986. In this scheme, category
one project is very complex building, and category two project is complex building. Of the projects
investigated, more then half (61%) were in category two and 39% were in category one.
iii) Clients Representatives
The personnel that represent the client during briefing process were divided into two categories, i.e.
executive representatives and technical representatives. Executive representatives were the senior and
middle managers who were the key administrative personnel or the top management of the clients
organisation. Technical representatives were the in-house technical team or appointed consultant project
manager (PMC).
iv) Executive Representatives
The senior managers were more frequently (84%) involved during the briefing process compared to the
middle managers (74%). In many cases, both types of managers were involved during the briefing process
of the project (63%). However, the extent of involvement of the executive representatives differed
depending on whether their client was a public or a private entity.
Middle managers were the lead for executive representatives for both public-owned and public
developer clients; the mean values of their involvement were, 3.63 and 4.00 respectively (on a 5-point
Likert scale). As for senior managers, the mean values of their involvement were 3.00 and 3.67
respectively (refer to Figure 1). One can observe that the involvement of middle managers was higher
than for senior managers under both types of public clients.
In contrast, the involvement of senior managers was higher than that of middle managers for private
clients. The mean values of the involvement for senior manager were 4.06 for private-owned and 4.11 for
16
Strategic Management Of Clients Brief: A Focus On The Role Of Malaysian Quantity Surveyors
Mean value
private developer client. The middle managers involvement was lower with mean values of 3.60 for
private-owned and 3.75 for private developer client.
Due to their size, public organisations are structured into several divisions which are led by middle
managers. Thus, project implementation will normally be handled by middle managers, while approvals
will have to be
sought from the
approval
committees
which are headed
by
senior
6
managers.
4
senior manager
middle manager
0
public
private
senior manager
3.34
3.67
4.06
4.11
middle manager
3.63
3.6
3.75
Type of client
44
41
40
35
32
18
Q
S
Ci
vi
lE
ng
M
&
E
En
g
O
th
er
s
t
Pl
an
ne
r
rc
hi
te
c
Pr
o
je
ct
m
an
16
PM
41
ag
er
percentage
50
45
40
35
30
25
20
15
10
5
0
Type of representatives
4.21
4
3.93
Q
iv S
il
M Eng
&
E
En
g
O
th
er
s
PM
C
3.6
Pr
oj
ec
tm
3.78
3.75
3.85
an
a
A ge
rc
r
hi
te
c
Pl
an t
ne
r
mean value
4.3
4.2
4.1
4
3.9
3.8
3.7
3.6
3.5
3.4
3.3
3.2
18
Type of representativ es
Strategic Management Of Clients Brief: A Focus On The Role Of Malaysian Quantity Surveyors
Table 1: Mean value of technical personnels involvement during the briefing process, by client
type.
Technical
personnel
Project Manager
Architect
Planner
QS
Civil Engineer
M&E Engineer
Others
PMC
Public owned
3.83
4.00
3.40
3.55
3.71
3.75
4.13
4.19
Type of client
Public
Private owned
developer
3.67
4.50
3.00
4.33
2.50
0.00
2.50
4.75
3.00
4.50
3.00
4.50
3.00
3.00
1.00
4.67
Private developer
4.17
3.50
2.00
3.00
3.00
0.00
4.12
4.75
From the analysis above, the frequency of the QS involvement is high, but in terms of extent of
involvement the mean value for QSs is the lowest. It appears that the QSs potentially expansive roles are
not fully exploited in either sector; the QSs tasks or services are not much different from previously
compared to those offered by the other professionals.
vi) Clients performance during briefing process
From a thorough review of the literatures, 31 variables of attributes related to the client during briefing
process were identified. The variables were grouped into three main categories:(a) quality of clients
representatives, (b) management of clients brief, and (c) commitment to clients organisation (refer to
Table 2). These variables were tested against budget achievement. Budget achievement was ascertained
from a comparison of the percentage difference between awarded contract sum and actual final account.
The respondents were asked to rate the clients attributes on a five-point Likert scale where 1
represented very low level and 5 represented very high level; in the case of budget achievement, 1
represented very unsuccessful and 5 represented very successful. Table 2 shows the clients
performance in terms of their attributes during the briefing process measured against project budget
achievement.
Comparisons were made between the ranking of a clients mean score of their related attributes, and
the significant attributes against budget achievement. Significant attributes were denoted by the value of
the correlation coefficient, in which the higher the value of the correlation coefficient, the stronger the
relationship between the two variables.
Table 2: Clients attributes and association with budget achievement
Clients Attributes:
(a) Quality of Clients Representatives
Mean
19
Rank
Budget
Spearman
4.25
4.16
4.11
4.11
4.04
3.95
3.92
3.83
3.55
3.52
3.44
3.43
1
2
3
4
5
6
7
8
9
10
11
12
13
3.41
corr. coeff.
0.28*
0.16
0.07
0.39**
0.27*
0.23*
0.09
0.12
0.34**
0.30*
0.29**
0.40**
0.42**
Mean
Rank
3.74
3.66
1
2
3
Budget
Spearman
corr. coeff.
0.24*
0.28**
0.32**
4
5
6
7
8
9
10
11
0.22**
0.43**
0.43**
0.30*
0.44**
0.50**
0.42**
0.41**
3.18
12
0.41**
Clients Attributes:
(c) Clients commitment
Mean
Rank
1.
2.
3.
4.
5.
6.
4.21
4.03
3.90
3.88
3.63
3.49
1
2
3
4
5
6
Budget
Spearman
Sig.P
0.29**
0.15*
0.35**
0.40**
0.30**
0.30**
1.
2.
3.
Providing finance
Support from top management
Maintaining active participation in the project
Providing full time representative
Effectiveness of communication
Promptness of decision making
3.62
3.57
3.46
3.38
3.38
3.37
3.29
3.24
3.22
** Correlation is significant at the 0.01 level (2-tailed).;* Correlation is significant at the 0.05 level (2-tailed).
Strategic Management Of Clients Brief: A Focus On The Role Of Malaysian Quantity Surveyors
5.
6.
7.
8.
9.
The results suggest that strong leadership is important for a project to succeed in achieving the budget.
This is in line with CABEs (2003) guideline that the first key to a successful client is to have a strong
individual who provides leadership and is supported by a good team. Strong leadership provides clear
vision, through good communication and good management of information. Experience and knowledge
are the fundamental ingredients to lead and manage a project efficiently (Barret & Stanley, 1999, Fortune
& White, 2006 Ahmad, 2008). The organisations mission and project objective is the ultimate measure
against which the success of the project is compared. The building which is ultimately produced must
reflect and support the clients organisation (CABE, 2003; Beck, 2009).
A comparison between the ranking of the mean scores obtained by the clients and the attributes that are
significantly correlated shows that only three significant attributes are ranked high (1, 4 and 5) which
represent understanding of project objectives, knowledge of their organisations mission and
commitment. The remaining six attributes are ranked low (6, 9, 10, 11, 12 and 13). This indicates that
there is mismatch between clients emphasis and the client attributes that are significant in achieving
budget success.
(b) Brief Management Effort
Brief management effort refers to the effort made by the clients before and during the briefing process.
There were 12 variables identified under this category (refer to Table 2). All attributes were significantly
correlated to the budget achievement. The following were the attributes found to be significant in
descending order:
1. Allocation of adequate time for the briefing process
2. Coordinating and monitoring of the brief
3. Allocation of adequate time for the project
4. Communication within the clients organisation
5. Coordinating a user group for brief development
6. Planning for brief development
7. Developing, documenting and communicating a clear brief
8. Review of brief and sign-off complete brief and specification that full meets requirement
9. Reducing level of bureaucracy
10. Ensuring changes are evaluated and taken into account
11. Communication with project team
12. Organizing of client's project team
These findings indicate that complete information on client requirements is very important.
Information leads to understanding and reduces uncertainty. The more information received at the initial
stage, the more accurate is the prediction of the outcome and the least likely variation will occur
(Kashiwagi, et. al., 2006). This is achieved by organised strategies to involve user groups intended for the
building. Users will provide full information on the work process in the building, (Barret and Stanley,
1999).
Sufficient allocation of time is required to allow the required information to be retrieved. Full
consideration at the early stage provides opportunities to increase value at the lowest cost (CABE, 2003;
Beck, 2009). Monitoring and reviewing the brief will help the designer to confirm that the requirements
are accurately captured and translated. It is then very important for client to approve and show
commitment by signing-off the proposal for the designer to proceed.
21
Percentage
(N=104)
13.2
2.1
7.7
77.7
100.0
Table 4 shows the types of buildings that used the monitoring tools during the briefing process. They
were: offices, educational building, residential buildings, hospital, public amenities, gallery and
institutional buildings. The variety of types of buildings indicates that the application of the monitoring
22
Strategic Management Of Clients Brief: A Focus On The Role Of Malaysian Quantity Surveyors
tools was not limited only to very complex or specific types of building, but was also employed for more
straightforward buildings.
A t-test was conducted to determine whether there was any significant difference in the degree of
budget achievement between projects with and without monitoring tools. A significant difference in the
level of the budget achievement was found between the two conditions.
Although there were still some cost and time overruns on the projects, t- tests indicated that there was a
significant difference in the percentage of overruns for both factors between projects with monitoring
tools and those without monitoring tools. Table 5 shows that the percentage of budget overruns was 2%
and time overruns were 17% for projects with monitoring tools, compared to 6% and 27% for budget and
time overruns respectively for projects without monitoring tools.
Frequency
N=24
8
7
3
2
2
2
24
Percentage
33.3
29.2
12.5
8.3
8.3
8.3
100.0
Table 5: Result of t-tests for projects with and without monitoring tools measured against
project success criteria
Project success
Levenes
test (P)
Budget
achievement
Time
achievement
0.56
0.10
Normality
With
Without
0.62
0.60
0.74
0.11
0.024
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