Structural Engineering New Client Onboarding

---
name: structural-engineering-new-client-onboarding
description: |
  Onboard architects, builders and building owners smoothly into a structural engineer's service in design offices and construction sites.
  TRIGGERS - Use when a structural engineer needs a new client onboarding pack for architects, builders and building owners in design offices and construction sites.
category: Structural Engineering
license: MIT
version: 1.0
---
# New Client Onboarding Pack — Structural Engineering

Onboard architects, builders and building owners smoothly into a structural engineer's service in design offices and construction sites. The deliverable is an onboarding pack: welcome information, expectations, first steps and contacts.
This skill is written for a structural engineer working with architects, builders and building owners in design offices and construction sites.

## When to use
- You are a structural engineer preparing, delivering or reviewing this part of your work in design offices and construction sites.
- You need a defensible, repeatable approach that produces an onboarding pack: welcome information, expectations, first steps and contacts.
- A colleague, auditor or client asks how this was done and what evidence supports it.

## Key Concepts
| Term | Meaning |
|------|---------|
| Deflection | the bending or sagging of a structure under load |
| Foundation | the part of a structure transferring loads to the ground |
| Moment | a rotational force acting on a structure |

## Workflow
1. **Step 1** - Send a welcome pack before the first appointment: what the service does, what happens first, what to bring from structural calculations
2. **Step 2** - Set expectations honestly — timescales, costs where relevant, and how progress on calculation check completion will be shared
3. **Step 3** - Cover rights and responsibilities on both sides, including confidentiality limits and how to raise concerns
4. **Step 4** - Make the first contact easy: named contact, directions to design offices and construction sites, and what to do if plans change
5. **Step 5** - Check in after the first session or milestone and fix friction early, before it becomes disengagement or calculation errors

## Profession-Specific Components
| Component | Details for Structural Engineering |
|-----------|-------------------------------|
| Core documentation | structural calculations; drawings; site reports; inspection reports |
| Core tools & equipment | structural analysis software; CAD tools; testing equipment; survey tools |
| People involved | architects, builders and building owners; the structural engineer; colleagues and other services in design offices and construction sites |
| Primary record | structural calculations — keep it current, dated and attributable |

## Output Format
**Context:** [Situation in design offices and construction sites] | **Objective:** [What this must achieve] | **Audience:** [architects, builders and building owners and other stakeholders]

The finished output is an onboarding pack: welcome information, expectations, first steps and contacts, structured as:
1. Summary of position and evidence
2. Detail, following the workflow above
3. Decisions, actions, owners and dates
4. Review point and escalation route

### Action Plan
1. **Immediate:** Confirm scope, consent and the evidence available in structural calculations.
2. **Short-term:** Complete the workflow steps and record outcomes against calculation check completion.
3. **Medium-term:** Review results, close actions, and update local procedures in design offices and construction sites.

## Success Metrics
| Metric | Target | Method |
|--------|--------|--------|
| calculation check completion | Agree a local target and track the trend | Measured from structural calculations and reviewed on a set cycle |
| defects at inspection | Agree a local target and track the trend | Measured from structural calculations and reviewed on a set cycle |
| design query turnaround | Agree a local target and track the trend | Measured from structural calculations and reviewed on a set cycle |
| project delivery | Agree a local target and track the trend | Measured from structural calculations and reviewed on a set cycle |

## Guardrails & Quality Checks
- Never let this happen: calculation errors.
- Never let this happen: construction deviations unnoticed.
- Never let this happen: building movement.
- Work only within the competence and authority of a structural engineer; escalate or refer anything beyond it.
- Record facts and observations, not speculation, and keep records confidential to design offices and construction sites's rules.
- Verify names, dates, figures and measurements twice before anything is issued or signed off.
- Use only real, verified information from the case in hand — never invent results, credentials or evidence.

## Example (illustrative)
A structural engineer in design offices and construction sites applies this workflow for architects, builders and building owners: they open
structural calculations, work through the five steps using structural analysis software, and close by recording
the outcome against calculation check completion and agreeing the next review date. (Illustrative example only —
replace with the real details of the case in hand.)