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Effective specification writing  Dr J Gordon Murray
Your challenge ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
 
 
 
 
 
 
 
Which one was being specified? A B C G D E F
What do you consider to be the purpose of a specification?
A specification is a document describing the buyer’s needs, which enables providers to propose an appropriately costed solution to meet those needs.  In parallel it provides a means to tender evaluation.
Procurement Cycle  8. Closure / Review  Need 1. Identify Need 2. Develop Business  Case 3. Define Procurement  Approach 4. Supplier Appraisal 5. Tender Evaluation 6. Award Contract 7. Manage Implementation of Contract
What do you consider to be the minimum requirements of an effective specification?
Minimum requirements of a specification ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Why are specifications important?
Why specifications matter ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
A specification … ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
EU principles ,[object Object],[object Object],[object Object],[object Object],[object Object],(Traffic Signs and Equipment Ltd and  DPRD & DFI, High Court NI, WEA8075)
What would be a good specification writing process?
The specification process Define  scope Identify  info  sources Gather info Agree  Contract manager Decide Spec  type Draft  KPIs Draft Evaluation criteria Draft spec Reflect  on  consultation Amend spec Consult on draft QA Writing an effective specification requires good project management and time The market Current position Industry Stds. alts Respond  to  Clarification requests Despatch  NB EU rules
Who should be involved in writing the specification?
The buying decision making unit ,[object Object],[object Object],[object Object],[object Object],[object Object],(Wilson, Gilligan and Pearson, 1992)
Stakeholder Analysis Matrix   Potential Strategies  Assessment of Impact Stakeholder Interests Stakeholder
Pick a contract you are familiar with and conduct a stakeholder analysis
Stakeholder Analysis SUBJECTS Low power High interest +/- Management could encourage conditions to increase power of + ive and encourage to become  Players or neutralise  - ive Power Level of interest PLAYERS High  power High interest +/- Significant stakeholders  who deserve sustained management attention CROWD Low power Low Interest Potential rather than actual stakeholders Interest an/or power could be raised, but unlikely to be worth management time/effort CONTEXT SETTERS High power Low Interest Can influence overall future context Management should seek to raise awareness and develop + ive interest and convert to Players (Ackermann & Eden, 2011)
What could go wrong with a specification?
Managing risk ,[object Object],[object Object],[object Object]
Risk threat responses ,[object Object],[object Object],[object Object],[object Object],[object Object]
Risk assessment Mitigation Proximity Impact Probability Risk
Thinking of your spool of thread, carry out a procurement risk assessment
Outcomes, outputs and inputs: what’s the difference?
Outcomes, outputs and inputs ,[object Object],[object Object],[object Object]
Using the thread example you worked on earlier: Define: outcome, output, input
What are the relative pros and cons of outcome, output and input specifications?
[object Object],[object Object],[object Object],[object Object],Mix of above ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Input ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Output ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Outcome When to use Possible disadvantages Advantages
What’s the difference between a mandatory and desirable feature?
Evaluation criteria EU rules apply
Evaluation criteria: EU position ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Using the thread example you worked on earlier: Draft performance measures and evaluation criteria
What should be in the specification?
Specification content ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Using the thread example you worked on earlier: Draft a specification
How can you ensuring the spec is fit for purpose?
Market sounding
Market sounding ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Pass your draft specification to a different team for QA
QA for specifications ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Recommended reading:  CIPS Contract Management Guide  by R.D. Elsey, 2007.
Effective specification writing Dr J Gordon Murray [email_address] www.Twitter.com/DrGordy www.slideshare.net/drgordonmurray
How can you use the specification to achieve cost reduction and policy through procurement objectives?
Outcome based specifications ,[object Object],[object Object],[object Object],[object Object],[object Object]

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Effective Specification Writing

  • 1. Effective specification writing Dr J Gordon Murray
  • 2.
  • 3.  
  • 4.  
  • 5.  
  • 6.  
  • 7.  
  • 8.  
  • 9.  
  • 10. Which one was being specified? A B C G D E F
  • 11. What do you consider to be the purpose of a specification?
  • 12. A specification is a document describing the buyer’s needs, which enables providers to propose an appropriately costed solution to meet those needs. In parallel it provides a means to tender evaluation.
  • 13. Procurement Cycle 8. Closure / Review Need 1. Identify Need 2. Develop Business Case 3. Define Procurement Approach 4. Supplier Appraisal 5. Tender Evaluation 6. Award Contract 7. Manage Implementation of Contract
  • 14. What do you consider to be the minimum requirements of an effective specification?
  • 15.
  • 17.
  • 18.
  • 19.
  • 20. What would be a good specification writing process?
  • 21. The specification process Define scope Identify info sources Gather info Agree Contract manager Decide Spec type Draft KPIs Draft Evaluation criteria Draft spec Reflect on consultation Amend spec Consult on draft QA Writing an effective specification requires good project management and time The market Current position Industry Stds. alts Respond to Clarification requests Despatch NB EU rules
  • 22. Who should be involved in writing the specification?
  • 23.
  • 24. Stakeholder Analysis Matrix Potential Strategies Assessment of Impact Stakeholder Interests Stakeholder
  • 25. Pick a contract you are familiar with and conduct a stakeholder analysis
  • 26. Stakeholder Analysis SUBJECTS Low power High interest +/- Management could encourage conditions to increase power of + ive and encourage to become Players or neutralise - ive Power Level of interest PLAYERS High power High interest +/- Significant stakeholders who deserve sustained management attention CROWD Low power Low Interest Potential rather than actual stakeholders Interest an/or power could be raised, but unlikely to be worth management time/effort CONTEXT SETTERS High power Low Interest Can influence overall future context Management should seek to raise awareness and develop + ive interest and convert to Players (Ackermann & Eden, 2011)
  • 27. What could go wrong with a specification?
  • 28.
  • 29.
  • 30. Risk assessment Mitigation Proximity Impact Probability Risk
  • 31. Thinking of your spool of thread, carry out a procurement risk assessment
  • 32. Outcomes, outputs and inputs: what’s the difference?
  • 33.
  • 34. Using the thread example you worked on earlier: Define: outcome, output, input
  • 35. What are the relative pros and cons of outcome, output and input specifications?
  • 36.
  • 37. What’s the difference between a mandatory and desirable feature?
  • 38. Evaluation criteria EU rules apply
  • 39.
  • 40. Using the thread example you worked on earlier: Draft performance measures and evaluation criteria
  • 41. What should be in the specification?
  • 42.
  • 43. Using the thread example you worked on earlier: Draft a specification
  • 44. How can you ensuring the spec is fit for purpose?
  • 46.
  • 47. Pass your draft specification to a different team for QA
  • 48.
  • 49. Recommended reading: CIPS Contract Management Guide by R.D. Elsey, 2007.
  • 50. Effective specification writing Dr J Gordon Murray [email_address] www.Twitter.com/DrGordy www.slideshare.net/drgordonmurray
  • 51. How can you use the specification to achieve cost reduction and policy through procurement objectives?
  • 52.