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Prepare room data sheets for each spaceRoom Data Sheets record the function, content and characteristics of each room or space, and can either be produced by the project team, to inform the detailed design, or by the designers, to confirm that they have understood the space requirements correctly.

Establish a list of design standards and principles that are to be followedThe project team should draw up a list of design principles to be followed in developing the project. The principles should reflect local priorities and site conditions. The list should be organised in a structured way to produce a useful tool for designers (when engaged) and a checklist when designs are evaluated.

Prepare schedules of accommodationThe number of generic, specialist and public spaces to be included in a primary and social care building will be determined by discussions during the briefing process and will be recorded on an accommodation schedule. This should be seen as an evolving tool that helps to:

Collate and update operational briefing informationInformation about each of the services to be delivered from the new building should be collected and processed by each of the service leads. This work is usually undertaken in a staff workshop. It should cover issues such as scope and scale of services, staffing numbers, key activities and patient pathways.

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