Course description
High quality specifications are of paramount importance in achieving the right technical performance and value for money. This long-established training programme has been developed to help those involved in producing specifications to create high quality documents in an organised and effective way. It provides a sound foundation for those new to the topic whilst at the same time offering new insights to those with more experience.
The programme emphasises the need for a clear definition of requirements combined with the ability to communicate those requirements effectively to third parties. A structured method of preparing specifications is provided, and a range of practical techniques is presented, to enable participants to put the principles into practice. The commercial and contractual role of specifications is also addressed.
Upcoming start dates
Suitability - Who should attend?
Outcome / Qualification etc.
- Provide a clear understanding of the role and purpose of specifications
- Present a framework for organising and producing specifications
- Define the key steps involved in creating effective specifications
- Demonstrate methods for assisting in defining requirements
- Provide tools and techniques for scoping and structuring specifications
- Show the role of specifications in managing variations and changes to scope
- Present methods to assist the writing and editing of specifications
- Review how specifications should be issued and controlled
Training Course Content
1 Introduction
- Review of course objectives
- Review of participants’ needs and objectives
2 Creating effective specifications
- The role of specifications in communicating requirements
- The costs, benefits and qualities of effective specifications
- Understanding the differences between verbal and written communication
- The five key steps of ‘POWER’ writing: prepare-organise-write-edit-release
- Exercise: qualities of an effective specification
3 Step 1: Preparing to write – defining readership and purpose; the specification and the contract
- Designing the specifications required; applying BS 7373
- Defining the purpose, readership and title of each document
- Effective procedures for writing, issuing and controlling specifications
- The roles and responsibilities of the key players
- Understanding contracts; the contractual role of the specification
- Integrating and balancing the technical and commercial requirements
- Writing specifications to achieve the appropriate contract risk strategy
- Deciding how to specify: when to use functional and technical specifications
- The role of specifications in managing variations and changes to scope
4 Case study 1
- Teams review a typical project scenario and identify the implications for the specification
- Feedback and discussion
5 Step 2: Organising the specification content
- Defining the need and establishing user requirements
- Deciding what issues the specification should cover
- Scoping techniques: scope maps, check lists, structured brainstorming
- Clarifying priorities: separating needs and desires
- Dealing with requirements that are difficult to quantify
- Useful techniques: cost benefit analysis, QFD, Pareto analysis
6 Case study 2
- Teams apply the scoping techniques to develop the outline contents for a specification
- Feedback and discussion
7 Step 2: Organising the specification content (cont)
- Deciding what goes where; typical contents and layout for a specification
- The three main segments: introductory, key and supporting
- Creating and using model forms: the sections and sub-sections
- Detailed contents of each sub-section
- Tools and techniques for outlining and structuring specifications
8 Case study 3
- Teams develop the detailed specification contents using a model form
- Feedback and discussion
9 Step 3: Writing the specification
- The challenges of written communication
- Identifying and understanding the readers needs
- Choosing and using the right words; dealing with jargon
- Problem words; will, shall, must, etc; building a glossary
- Using sentence structure and punctuation to best effect
- Understanding the impact of style, format and appearance
- Avoiding common causes of ambiguity
- Being concise and ensuring clarity
- Choosing and using graphics to best effect
- Exercises and examples
10 Step 4: Editing the specification
- Why editing is difficult; how to develop a personal editing strategy
- Key areas to review: structure, content, accuracy, clarity, style and grammar
- Editing tools and techniques
11 Step 5: Releasing and controlling the specification
- Key requirements for document issue and control
- Final formatting and publication issues; document approval
- Requirements management: managing revisions and changes
12 Course review and action planning
- What actions should be implemented to improve specifications?
- Conclusion
Course delivery details
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