01 / Define the brief
Record the building, project stage, energy recipient and decision-maker. Output: a brief with the objective, project boundary and information still needed.
Project pathway
Define the opportunity.
Resolve the delivery.
Each stage needs a clear output and an agreed scope. Appointment, design responsibility and delivery arrangements are confirmed for the project—not implied by a concept.
Four stages
A clear next decision.
02 / Assess the opportunity
Compare candidate surfaces with shading, energy demand and site constraints. Output: a shortlist of options, their assumptions and the studies needed to choose between them.
03 / Coordinate the design
Bring product evidence, building interfaces and electrical design together. Output: a coordinated scope and a register of documents, responsibilities and unresolved items.
04 / Plan delivery & operation
Agree staging, commissioning, handover and replacement access. Output: a delivery and support plan with named responsibilities, exclusions and outstanding approvals.
Before committing
Agree the responsibilities.
Scope & exclusions
Record what is supplied, designed, installed and supported—and by whom.
Evidence & approvals
Confirm product documents, design checks, approvals and responsibilities appropriate to the project.
Handover & support
Agree testing, records, monitoring access, warranty contacts and maintenance obligations.