Practice Guide

Types of Meetings

Every recurring meeting across the landscape project lifecycle, from first client consultation through to post-occupancy — with its purpose, goal and typical agenda.

9 project phases 48 meeting types
1

Business Development

4 meeting types
Initial client consultation First meeting with a prospective client to understand their site, ambitions and… +

Purpose

First meeting with a prospective client to understand their site, ambitions and constraints.

Goal

Establish whether the practice and client are a good fit, and gather enough information to scope a fee proposal.

Typical Agenda

  • Introductions and practice overview
  • Client's vision and objectives
  • Site location and known constraints
  • Budget and programme expectations
  • Next steps and information required
Fee proposal meeting Present the scope of services and fee structure for the project. +

Purpose

Present the scope of services and fee structure for the project.

Goal

Secure client agreement to proceed and appointment on clear terms.

Typical Agenda

  • Confirm scope of works
  • Walk through fee structure and stage payments
  • Clarify deliverables per RIBA stage
  • Discuss appointment terms
  • Agree next steps and start date
Project briefing workshop A structured session to capture the client brief in detail before design work b… +

Purpose

A structured session to capture the client brief in detail before design work begins.

Goal

Produce a written brief the design team can work from with minimal ambiguity.

Typical Agenda

  • Review site information and survey data
  • Client priorities and non-negotiables
  • Functional requirements by area
  • Precedents and reference projects
  • Sign-off process for concept design
Site visit with prospective client Walk the site together to ground the brief in the physical reality of the locat… +

Purpose

Walk the site together to ground the brief in the physical reality of the location.

Goal

Build shared understanding of site opportunities and constraints before design starts.

Typical Agenda

  • Site orientation and boundaries
  • Existing vegetation and features
  • Access, views and neighbouring context
  • Client's on-site observations
  • Photograph and note key reference points
2

Design Phase

5 meeting types
Design briefing meeting Internal kick-off translating the client brief into a design team task. +

Purpose

Internal kick-off translating the client brief into a design team task.

Goal

Ensure every team member understands the brief, constraints and success criteria before design starts.

Typical Agenda

  • Review client brief and site analysis
  • Assign design responsibilities
  • Agree design principles and precedents
  • Set concept design programme
  • Identify information gaps
Concept design presentation Present initial design concepts to the client for feedback and direction. +

Purpose

Present initial design concepts to the client for feedback and direction.

Goal

Secure client buy-in on a preferred design direction to take into technical design.

Typical Agenda

  • Recap brief and site analysis
  • Present concept options
  • Talk through masterplan and key views
  • Gather client feedback
  • Agree preferred direction and next steps
Design review workshop Internal quality check on the design before it is issued externally. +

Purpose

Internal quality check on the design before it is issued externally.

Goal

Catch design, coordination and compliance issues while they are still cheap to fix.

Typical Agenda

  • Walk through drawings and models
  • Check against brief and planning policy
  • Identify coordination clashes
  • Assign actions and owners
  • Set date for resolution
Planning strategy meeting Agree the approach to securing planning permission for the scheme. +

Purpose

Agree the approach to securing planning permission for the scheme.

Goal

Align the design and planning consultant on submission strategy and risk areas.

Typical Agenda

  • Review relevant planning policy
  • Identify likely objections or sensitivities
  • Agree pre-application engagement plan
  • Confirm supporting documents required
  • Set submission programme
Public consultation meeting Present proposals to the local community and gather feedback. +

Purpose

Present proposals to the local community and gather feedback.

Goal

Build community support and identify concerns early enough to address them in the design.

Typical Agenda

  • Present proposals in plain, non-technical terms
  • Facilitate questions and discussion
  • Record objections and suggestions
  • Explain next steps in the planning process
  • Follow-up commitments
3

Technical Design

5 meeting types
Multidisciplinary design team meeting Coordinate landscape design with architecture, structural, civil and M&E discip… +

Purpose

Coordinate landscape design with architecture, structural, civil and M&E disciplines.

Goal

Resolve cross-discipline conflicts before they reach technical drawings.

Typical Agenda

  • Review federated model or overlay
  • Walk through each discipline's updates
  • Flag and log clashes
  • Agree resolution owners and dates
  • Confirm next coordination milestone
Coordination meeting Focused session resolving a specific interface issue between disciplines. +

Purpose

Focused session resolving a specific interface issue between disciplines.

Goal

Close out a defined coordination problem with an agreed solution.

Typical Agenda

  • Restate the issue and its impact
  • Review options from each party
  • Agree preferred solution
  • Confirm who updates which drawings
  • Set verification date
Specification review Check technical specifications for accuracy, buildability and compliance. +

Purpose

Check technical specifications for accuracy, buildability and compliance.

Goal

Issue a specification the contractor can price and build from without ambiguity.

Typical Agenda

  • Review specification clause by clause
  • Check against current standards and regulations
  • Confirm material and product choices
  • Identify any performance gaps
  • Sign off for issue
Value engineering meeting Review the design against budget to find savings without compromising quality. +

Purpose

Review the design against budget to find savings without compromising quality.

Goal

Agree a set of cost-saving changes the client and design team are both comfortable with.

Typical Agenda

  • Review current cost plan against budget
  • Identify candidate items for value engineering
  • Assess design and quality impact of each option
  • Agree changes to proceed
  • Update cost plan and drawings
H&S (CDM) design risk review Review the design for health and safety risks during construction, maintenance … +

Purpose

Review the design for health and safety risks during construction, maintenance and use.

Goal

Discharge principal designer duties under CDM 2015 and reduce risk to a reasonably practicable level.

Typical Agenda

  • Review design risk register
  • Identify residual risks not designed out
  • Agree mitigation or information to pass to contractor
  • Update health and safety file
  • Confirm actions and owners
4

Planning & Approvals

4 meeting types
Pre-application meeting (LPA) Informal discussion with the local planning authority before formal submission. +

Purpose

Informal discussion with the local planning authority before formal submission.

Goal

Identify the planning officer's key concerns early, while the design can still change cheaply.

Typical Agenda

  • Present emerging proposals
  • Discuss relevant policy and precedent
  • Raise known sensitivities (e.g. trees, heritage, ecology)
  • Clarify validation requirements
  • Agree next steps
Planning consultant coordination Align the landscape and planning consultant teams ahead of submission. +

Purpose

Align the landscape and planning consultant teams ahead of submission.

Goal

Ensure planning strategy and landscape evidence tell a consistent story to the authority.

Typical Agenda

  • Review draft planning statement
  • Confirm landscape evidence supports key arguments
  • Check submission document list is complete
  • Agree response strategy for anticipated objections
  • Confirm submission date
Planning committee presentation Present the scheme directly to elected planning committee members. +

Purpose

Present the scheme directly to elected planning committee members.

Goal

Secure committee approval, or at minimum a clear steer on what would secure it.

Typical Agenda

  • Prepare concise presentation of key points
  • Anticipate committee questions
  • Present design and landscape rationale
  • Respond to member questions
  • Note any conditions discussed
Planning condition discharge Agree the information needed to discharge landscape-related planning conditions. +

Purpose

Agree the information needed to discharge landscape-related planning conditions.

Goal

Get conditions formally discharged so construction is not held up.

Typical Agenda

  • Review condition wording precisely
  • Confirm information already available
  • Identify gaps and assign preparation
  • Agree submission format and date
  • Track LPA response
5

Construction Phase

8 meeting types
Pre-start meeting Final coordination meeting before the contractor mobilises on site. +

Purpose

Final coordination meeting before the contractor mobilises on site.

Goal

Ensure everyone is aligned on programme, information and responsibilities before site work begins.

Typical Agenda

  • Confirm construction information is issued and current
  • Review programme and key milestones
  • Confirm site access, welfare and logistics
  • Clarify communication and RFI protocol
  • Confirm CDM roles and documentation
Contractor handover meeting Formally hand over design information and site knowledge to the contractor. +

Purpose

Formally hand over design information and site knowledge to the contractor.

Goal

Give the contractor everything they need to price and build the scheme without repeated queries.

Typical Agenda

  • Walk through drawing register and specification
  • Explain key design intent and details
  • Flag known site constraints
  • Confirm sample and approval process
  • Agree RFI submission format
Site progress meeting Regular review of construction progress against programme. +

Purpose

Regular review of construction progress against programme.

Goal

Catch programme slippage and quality issues early enough to act on them.

Typical Agenda

  • Review progress against programme
  • Discuss any delays and recovery options
  • Review outstanding RFIs and approvals
  • Confirm upcoming inspection points
  • Agree actions for next period
Clerk of Works / site inspection Independent inspection of workmanship and compliance with specification. +

Purpose

Independent inspection of workmanship and compliance with specification.

Goal

Verify that what's being built on site matches what was designed and specified.

Typical Agenda

  • Inspect completed and in-progress works
  • Check against specification and details
  • Record non-conformances
  • Agree remedial actions and timescale
  • Update inspection log
Contractor coordination meeting Resolve day-to-day construction issues between the contractor and design team. +

Purpose

Resolve day-to-day construction issues between the contractor and design team.

Goal

Keep small issues small by resolving them quickly rather than letting them become disputes.

Typical Agenda

  • Review open queries and their status
  • Discuss any design clarifications needed
  • Confirm material and sample approvals
  • Agree priorities for the coming week
  • Log actions and owners
Design clarification meeting Respond to a specific contractor query about design intent or buildability. +

Purpose

Respond to a specific contractor query about design intent or buildability.

Goal

Give the contractor a clear, timely answer that doesn't stall the programme.

Typical Agenda

  • Restate the query precisely
  • Review relevant drawings and specification
  • Agree the clarification or revised detail
  • Confirm how the answer will be issued
  • Note any cost or programme impact
Practical completion inspection Joint inspection to confirm the landscape works are complete to specification. +

Purpose

Joint inspection to confirm the landscape works are complete to specification.

Goal

Agree whether practical completion can be certified, and capture any outstanding items.

Typical Agenda

  • Walk the full site against the drawings
  • Compile a snagging list
  • Agree timescale for remedial works
  • Confirm certification date
  • Discuss maintenance handover
Defects inspection Inspect the completed landscape during the defects liability period. +

Purpose

Inspect the completed landscape during the defects liability period.

Goal

Identify and agree remedy for any defects before the maintenance period ends.

Typical Agenda

  • Walk the site systematically
  • Record defects with photographs
  • Distinguish defects from maintenance issues
  • Agree contractor's remedial programme
  • Set date for re-inspection
6

Environmental & Ecology

5 meeting types
Arboricultural coordination Coordinate tree protection and arboricultural method statements with the wider … +

Purpose

Coordinate tree protection and arboricultural method statements with the wider design and construction team.

Goal

Ensure retained trees are genuinely protected through design and construction, not just on paper.

Typical Agenda

  • Review BS5837 survey and constraints plan
  • Confirm root protection areas on current layout
  • Agree arboricultural method statement requirements
  • Coordinate with construction phasing
  • Assign monitoring responsibility
Ecology coordination meeting Align design, construction and ecological consultants on protected species and … +

Purpose

Align design, construction and ecological consultants on protected species and habitat requirements.

Goal

Avoid ecological delays or offences by keeping the design consistent with ecological survey findings.

Typical Agenda

  • Review current ecological survey findings
  • Confirm any seasonal working constraints
  • Coordinate habitat creation with landscape design
  • Agree licensing or mitigation requirements
  • Assign actions and dates
Biodiversity Net Gain (BNG) review Review progress of the biodiversity metric calculation and habitat strategy. +

Purpose

Review progress of the biodiversity metric calculation and habitat strategy.

Goal

Ensure the scheme is on track to meet its BNG obligation and can evidence this to the local authority.

Typical Agenda

  • Review current metric calculation
  • Confirm habitat baseline is up to date
  • Discuss on-site vs off-site gain options
  • Review monitoring and management plan drafting
  • Agree next actions
Sustainable Drainage coordination Coordinate SuDS design between landscape, drainage engineering and the wider te… +

Purpose

Coordinate SuDS design between landscape, drainage engineering and the wider team.

Goal

Resolve drainage strategy conflicts before they affect levels, planting or adoption.

Typical Agenda

  • Review current SuDS strategy and layout
  • Check integration with landscape and levels
  • Confirm adoption and maintenance responsibilities
  • Discuss any capacity or exceedance issues
  • Agree actions and owners
Landscape Management Plan review Review the draft long-term management plan for the completed landscape. +

Purpose

Review the draft long-term management plan for the completed landscape.

Goal

Agree a management plan that is realistic, fundable and meets any planning or BNG obligations.

Typical Agenda

  • Review management objectives and prescriptions
  • Confirm funding and responsible body
  • Check alignment with BNG monitoring requirements
  • Discuss monitoring frequency and reporting
  • Agree sign-off process
7

Client Management

5 meeting types
Monthly project update Regular update to the client on overall project status. +

Purpose

Regular update to the client on overall project status.

Goal

Keep the client informed and confident, and surface any issues before they escalate.

Typical Agenda

  • Progress against programme
  • Budget status
  • Key decisions needed from client
  • Risks and issues
  • Actions and next update date
Budget review meeting Review project costs against the approved budget. +

Purpose

Review project costs against the approved budget.

Goal

Give the client an accurate, current view of cost position and any forecast overrun.

Typical Agenda

  • Review cost plan against latest budget
  • Discuss any variations or changes
  • Identify cost risks ahead
  • Agree any value engineering needed
  • Confirm next cost report date
Change request meeting Discuss and agree a client-requested change to the scope or design. +

Purpose

Discuss and agree a client-requested change to the scope or design.

Goal

Agree whether, how and at what cost a requested change will be implemented.

Typical Agenda

  • Clarify the requested change
  • Assess design, programme and cost impact
  • Present options where relevant
  • Agree decision and next steps
  • Confirm instruction in writing
Programme review Review the overall project programme and any changes to key milestones. +

Purpose

Review the overall project programme and any changes to key milestones.

Goal

Keep the client's expectations aligned with the realistic delivery timeline.

Typical Agenda

  • Review current programme against baseline
  • Discuss causes of any slippage
  • Agree recovery measures if needed
  • Confirm upcoming milestones
  • Update programme document
Risk review Review the project risk register with the client. +

Purpose

Review the project risk register with the client.

Goal

Ensure risks are visible, owned and being actively managed rather than just recorded.

Typical Agenda

  • Review current risk register
  • Discuss any new or escalating risks
  • Confirm mitigation actions and owners
  • Agree any risks needing client decision
  • Update register
8

Post Completion

4 meeting types
Final handover meeting Formally hand over the completed landscape and associated documentation to the … +

Purpose

Formally hand over the completed landscape and associated documentation to the client.

Goal

Give the client everything they need to operate and maintain the landscape from day one.

Typical Agenda

  • Hand over as-built drawings and O&M information
  • Explain maintenance manual and schedule
  • Confirm warranty periods and contacts
  • Answer client questions
  • Confirm defects liability process
Maintenance review Review how the landscape maintenance regime is working in practice. +

Purpose

Review how the landscape maintenance regime is working in practice.

Goal

Catch maintenance issues early and adjust the regime if it isn't delivering the intended design.

Typical Agenda

  • Walk the site against the maintenance manual
  • Review plant establishment and losses
  • Discuss any maintenance regime changes needed
  • Confirm responsibilities going forward
  • Agree next review date
12-month defects inspection Inspect the landscape at the end of the defects liability period. +

Purpose

Inspect the landscape at the end of the defects liability period.

Goal

Ensure all defects are identified and resolved before the contractor's liability ends.

Typical Agenda

  • Walk the full site systematically
  • Compare against practical completion snagging list
  • Record any new or outstanding defects
  • Agree final remedial works and timescale
  • Confirm final account implications
Post-occupancy evaluation Assess how the completed landscape is actually performing and being used. +

Purpose

Assess how the completed landscape is actually performing and being used.

Goal

Capture lessons learned to improve future projects and inform any adjustments to this one.

Typical Agenda

  • Observe how spaces are being used
  • Gather feedback from client and users
  • Compare outcomes against original design intent
  • Identify lessons for future projects
  • Document findings
9

Internal Practice

8 meeting types
Weekly team meeting Regular internal check-in across live projects. +

Purpose

Regular internal check-in across live projects.

Goal

Keep the whole team aware of project status, workload and upcoming deadlines.

Typical Agenda

  • Round-robin project updates
  • Flag resourcing conflicts
  • Highlight upcoming deadlines
  • Share any practice-wide announcements
  • Confirm actions for the week
Resource planning meeting Plan staff allocation across current and upcoming projects. +

Purpose

Plan staff allocation across current and upcoming projects.

Goal

Balance workload across the team and identify resourcing gaps before they bite.

Typical Agenda

  • Review current project workload
  • Forecast upcoming project starts
  • Identify over/under-resourced staff
  • Agree reallocation or recruitment needs
  • Update resource plan
Design critique (pin-up) session Peer review of design work in an open, critical studio format. +

Purpose

Peer review of design work in an open, critical studio format.

Goal

Improve design quality through honest peer feedback before work goes to the client.

Typical Agenda

  • Present work in progress
  • Open floor for critique and questions
  • Note strongest and weakest aspects
  • Agree changes to take forward
  • Set date for follow-up if needed
CPD (Continuing Professional Development) Structured learning session to build skills and keep the practice current. +

Purpose

Structured learning session to build skills and keep the practice current.

Goal

Ensure the whole team maintains and develops professional competence.

Typical Agenda

  • Present or attend the CPD topic
  • Discuss application to current projects
  • Log CPD hours and topic
  • Identify further learning needs
  • Agree next CPD topic
Quality assurance review Review a project's outputs against the practice's quality standards before issu… +

Purpose

Review a project's outputs against the practice's quality standards before issue.

Goal

Catch errors and inconsistencies before they reach the client or site.

Typical Agenda

  • Review drawings and documents against QA checklist
  • Check consistency across the package
  • Identify errors or omissions
  • Assign corrections and deadline
  • Sign off for issue
Business development meeting Review the pipeline of prospective new work. +

Purpose

Review the pipeline of prospective new work.

Goal

Keep a healthy pipeline of future projects and decide where to focus effort.

Typical Agenda

  • Review current pipeline and leads
  • Discuss recent enquiries
  • Agree priority pursuits
  • Assign proposal writing responsibilities
  • Review win/loss from recent bids
Marketing and bid meeting Plan marketing activity and prepare bids for specific opportunities. +

Purpose

Plan marketing activity and prepare bids for specific opportunities.

Goal

Produce competitive, on-brand bids and maintain visibility in the market.

Typical Agenda

  • Review upcoming bid deadlines
  • Assign bid writing responsibilities
  • Discuss marketing content and case studies
  • Review bid strategy and win themes
  • Confirm submission logistics
Financial / profitability review Review the practice's financial performance and project profitability. +

Purpose

Review the practice's financial performance and project profitability.

Goal

Identify which projects and services are profitable, and where costs are running ahead of fee.

Typical Agenda

  • Review overall practice financial performance
  • Review profitability by project
  • Discuss any projects running over budget internally
  • Agree corrective actions
  • Confirm next review date

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