CPD

CPD: Design management guidance and governance

In this CPD, Zacharias Fotos explores how the Project Management Professional framework, supported by elements of agile thinking, can give BS 7000-4 operational form.

Image: Dreamstime
Flat design vector illustration concept icons set of business working elements for development and management of computer technologies. Isolated on stylish color background.

The 2024 edition of BS 7000-4: 2024 Managing Design in Construction offers the UK’s most complete framework yet for design management.

The challenge lies in translating the document into practice. BS 7000-4 sets out what good design management should look like, but contractors and developers also require supporting templates, training and integration with project controls.

What you will learn in this CPD

  • How BS 7000-4 aligns with PMP principles such as scope definition, risk control and value management.
  • When and how short agile cycles can stabilise design work during uncertainty.
  • How organisations can embed design management as a repeatable, scalable governance process rather than a reactive support function.

The 2024 edition supersedes the 2013 version, updating terminology, clarifying interfaces with information management standards such as ISO 19650 and expanding its guidance on strategy, assurance and competence. It shifts emphasis from describing best practice to defining governance expectations, establishing design management as a core project-control discipline rather than an administrative layer.

This CPD explores how the Project Management Professional (PMP®) framework, supported by elements of agile thinking, can give BS 7000-4 operational form. Together they turn the standard from a static reference into a living governance system, balancing structure with adaptability to manage complexity, compliance and change.

Although agile frameworks originated in software development, their principles of iteration, transparency and feedback loops are increasingly relevant to construction design management.

From framework to system – translating BS 7000-4 through PMP Thinking

BS 7000-4:2024 organises design management around the themes of strategy, briefing, coordination, change and assurance. The document defines what should be managed but deliberately avoids prescribing how each element is implemented or measured. Here, the PMP methodology provides the connective tissue, translating principle into process.

  • Strategy establishes purpose, authority and roles. PMP applies a Project Charter and Design Management Plan to define responsibilities, interfaces and decision authority.
  • Briefing defines outcomes and success criteria. PMP converts these into a Scope Baseline and Work Breakdown Structure (WBS), turning intent into measurable deliverables.
  • Coordination manages interfaces and communication. A RACI Matrix and Communications Plan manage communication through the Common Data Environment (CDE) and align with the project programme.
  • Change governs how design evolution is assessed and recorded. PMP uses a Change Log and Integrated Risk Register to preserve traceability and manage risk.
  • Assurance provides review, verification and learning. Quality Audits and Lessons-Learned Registers close the loop and embed continuous improvement.

Through this alignment, BS 7000-4 becomes more than a checklist. It functions as an operating framework for managing information, accountability and value. The standard defines the what; PMP defines the how.

Applied consistently, this structure transforms design management from an individual skillset into a trainable, auditable company capability.

When certainty breaks – adaptive design management in practice

Construction projects are by nature predictive systems, progressing through sequential “waterfall” stages. This approach works well when certainty is high, but struggles when disruption enters the picture. New legislation, funding changes or unknown unknowns can quickly destabilise even the best-planned programme.

When that happens, design management needs a response framework, not a full reset. Agile thinking becomes valuable precisely because it introduces short, goal-driven cycles that stabilise momentum while uncertainty is resolved. The “updated baseline” represents a plan formally reviewed through change control once disruption is assessed.

Agile thinking cycle within a predictive plan. Zacharias Fotos
Agile thinking cycle within a predictive plan. Credit: Zacharias Fotos

These adaptive loops replace lengthy design freezes with focused, time-boxed reviews that surface risk early and rebuild alignment quickly.

An agile mindset reflects structured adaptability, maintaining control through transparency while remaining flexible as parameters shift.

Regulation and governance – external drivers

New regulatory expectations demand traceable, reviewable design decisions; BS 7000-4:2024 links design management to accountability and assurance. The standard bridges regulation and information management, turning statutory duties into auditable processes.

These obligations are reinforced by a network of aligned standards:

  • Building Safety Act 2022 formalises dutyholder roles; BS 7000-4 provides the governance model that evidences compliance.
  • BS 8536-1: 2022 defines outcome-based briefing, reinforcing the strategy and briefing themes.
  • ISO 19650 sets out information management processes; BS 7000-4 defines the decision and approval framework that governs them.
  • ISO 9000 & ISO 9001 underpin assurance through quality management principles, documented procedures and continuous improvement.

Together, these form a unified ecosystem: ISO standards manage information and quality; BS 7000-4 manages decisions.

The 2024 update reinforces this link with guidance on competence, record-keeping and assurance, reflecting the shift toward auditable control.

Case study – adaptive design governance at Friary Park

Friary Park Development in Acton, London. Image: CGI by Millerhare, courtesy of Mount Anvil
Friary Park Development in Acton, London. Image: CGI by Millerhare, courtesy of Mount Anvil

Friary Park is a three-phase regeneration transforming a 1980s housing estate in the London Borough of Ealing into 1,345 new homes.

During RIBA Stage 4, the Mayor of London issued a planning fire-safety statement requiring a second staircase in new residential buildings over 30 metres. This mid-stage regulatory change disrupted the design programme and required the re-sequencing of multiple packages, creating significant coordination challenges across the wider design team.

Rather than pausing to rebuild and freeze a new master programme, the technical team adopted an adaptive management plan:

  • A focused scope baseline captured only the design packages affected by the staircase and fire-strategy updates.
  • Each discipline created a short-term work-breakdown structure (WBS) defining responsibilities and coordination milestones within two- to three-week cycles.
  • Weekly design sprints targeted the most critical interfaces, fire, structure and MEPH, concluding with short reviews to confirm progress and realign dependencies.
  • Clear weekly multi-discipline meetingsled by the technical team kept alignment and confidence.

This adaptive approach preserved alignment with the original strategy and briefing objectives, allowing the project to absorb disruption without shifting the planned handover date.

RFIs were integrated within each sprint rather than accumulating as backlog. By communicating the adaptive plan openly, the team reduced uncertainty, restored confidence and maintained programme momentum despite external change.

In high-risk environments, control is sustained not by rigidity but by responsiveness, and by communicating that responsiveness clearly. Structured adaptability preserves certainty of intent while flexing execution.

Organisational application – building a design management system

The greater opportunity lies beyond the project level. To realise the intent of BS 7000-4, firms should treat design management as an organisational system, comparable to quality management.

Leading UK contractors demonstrate that embedding design management company-wide – not project by project – delivers benefits beyond coordination.

At Mount Anvil, design management has been formalised through standardised procedures, integrated digital workflows, competency development and measurable performance metrics that define success criteria across projects. This framework enables rapid mobilisation, measurable risk reduction and accountability at every design stage; reflecting BS 7000-4’s aim to make governance repeatable and auditable.

Key components of a design management system include:

  • Policy – a corporate policy referencing BS 7000-4, BS 8536 and ISO 19650, defining accountability for design governance.
  • Templates – standardised Design-Management Plans, scope registers and coordination matrices for repeatable workflows.
  • Training – integrate design management modules within PMP or project-controls training to align language across disciplines.
  • KPIs – track design-change response time, coordination cycle duration and readiness of compliance evidence.
  • Learning Loop – capture lessons learned and design risk data centrally, for reuse on future projects.

Emerging technology firms are developing AI-enabled design governance tools that automatically cross-check documentation for compliance and coordination. These systems extend BS 7000-4 principles into the digital realm, shifting assurance from a manual exercise to a continuous, data-driven process.

Embedding these elements institutionalises design management as a repeatable governance discipline. Each project then refines the framework, strengthening company-wide learning.

Habits and mindsets

Image: Dreamstime
Image: Dreamstime

Embedding BS 7000-4 depends as much onculture as on process. The following habits express that balance.

  1. Keep the scope living. Reconfirm scope after each material change or client decision. Though counterintuitive in a fixed-baseline culture, revisiting scope intentionally prevents drift and cost through controlled adaptation.
  2. Switch to short cycles when uncertainty hits. When disruption arises, shorten planning horizons. Use brief design cycles targeting critical interfaces, ending each with a review before returning to the predictive plan.
  3. Record rationale, not just results. Much rework stems from lost reasoning. Capture a concise “why” for every key decision, linking it to risk, regulation or value delivered, and feed this back into continuous learning cycles for future stages or projects.

These habits thrive only within a supportive company culture – one that rewards openness, iteration and learning rather than blame. Together they create structured adaptability: discipline to plan, flexibility to adjust.

Conclusion – from guidance to governance

BS 7000-4: 2024 redefines design management as a controllable, value-based discipline. Yet widespread adoption requires cultural readiness as much as methodological clarity.

The transition from guidance to governance depends on both methodology and mindset.

By integrating PMP governance tools – scope control, WBS, change management and assurance – within its framework, organisations can convert BS 7000-4 into a living system of accountability.

When predictive planning meets disruption, adaptive loops maintain progres, provided leadership cultivates transparency, collaboration and learning.

The future of design management lies with organisations that combine clarity, consistency and adaptive intelligence to manage complexity with confidence.

Zacharias Fotos MCIOB PMP® ARB is senior technical coordinator at Mount Anvil.


Glossary

  • Predictive (waterfall) management – sequential delivery providing high certainty but limited flexibility.
  • Agile framework – a collaborative and adaptive approach that manages work through short feedback cycles, transparency and continuous learning to respond effectively to change.
  • Work breakdown structure (WBS) – hierarchical decomposition of deliverables and work into manageable components.
  • Scope baseline – the approved scope statement, WBS and WBS dictionary used to measure performance.
  • RACI matrix – a responsibility-assignment chart that clarifies who is Responsible, Accountable, Consulted and Informed.
  • Project charter – a document that formally authorises a project or phase, defining objectives, key stakeholders, authority and success criteria.

Information in this CPD was correct at the date of publication.