2.1 - Step 1: Structuring workbooks

A PSL Workbook corresponds to a logbook for a particular project (usually a built asset comprising works, plant or a development) or a programme. Many combinations are possible since a Workbook can be set up for a group of projects or even programmes provided the envisaged combinations are coherent.

Whoever is responsible for planning a project or programme or a collection of projects and/or programmes must define which project or programme will each have a Workbook and how the various projects or programmes will be structured if the Workbooks are to be consolidated. A PSL therfore provides considerable flexibility.

Making such decisions obviously means that:

  • the requirements are compatible;
  • whoever is responsible for the various Workbooks has the the authority to act.

Step 1 - match a PSL to a unique project or programme and each project or programme to a single PSL.

2.2 - Step 2: Identification unique

Once a specific project or programme has been identified for which a PSL Workbok is required it is necessary to:

  • make a characterisation for the Workbook's Summary Table;
  • assign a unique identifier, generally a short name, to the Workbook.
The characterisation for the Summary Workbook:
  • Must be succinct but precise enough to ensure that all stakeholders will be confident that they are all speaking about the same project or programme - the subject of the PSL Workbook.
  • The Summary Worksheet does not include a full description of the project or programme at this stage because the information can be expanded as the Workbook develops.
  • The owner or the owner's representative must formalise the information in the Summary Worksheet in an appropriate format, and then make sure that the information is referenced in a way that makes the information accessible and easily shared.
The Summary Worksheet is not included in the PSL Workbook because it is envisaged that it will comprise several documents.

Step 2 - succinctly characterise and assign a unique identifier (a short name) for the project or programme to which the PSL Workbook applies.

2.3 - Step 3: Save Workbook

The PSL Excel Workbook is now opened. The Workbook's eight worksheets are indicated by tabs along the bottom. It should be saved with the short name for the project or programme.

Step 3 - set up a PSL Workbook based on the model workbook by saving the Workbook using the short name for the project ot programme.

2.4 - Step 4: Relevant themes

It is now necessary:

  • to make an initial list of the relevant issues and objectivefor sustainable development;
  • organise the issues and objectives using the PSL Workbook's structure as the basis (63 themes under the four dimensions of sustainable development).
The inital list:
  • presents the main objectives and issues for sustainable development in the specific context of a particular project or programme;
  • mainly involves extracting the essentials of preliminary studies of a project or programme (planning, feasibility, impact assessment, risk, legal, and socio-economic assessment) whatever its type (urban area, building, civil works, industrial facility, etc.), either new or derived from existing built assets.

Two alternative approaches are envisaged. The owner:

  • has an adequate understanding of what is to be achieved so works through the Overall Monitoring Table worksheet in order to check the eventual relevance of the envisaged issues and objectives;
  • works through each of the dimensions and themes of sustainable development given in the Overall Monitoring Table worksheet in order to make an initial choice and to start to understand the potential consequences of the choices made.

Step 4 - make up, in a Summary Worksheet, an initial list of the relevant issues and objectives, according to the PSL structure.