Transcript Document

Project Planning:
Assembling a Mortenson
“Integrated Work Plan”
January 2006
Project Planning
“A plan that is not written down
is only an idea.” Greg Knutson
Mortenson want plans with great
ideas. Not just ideas.
January 2006
Project Planning
• Integrated Work Plan (IWP) – A plan that identifies the
work phase, each activity in the work phase, each task
with in each activity and each sub task within each task.
• An IWP incorporates the safety, quality and efficiency
requirements necessary to complete the work injury free,
to the specification and to the maximum possible human
output.
• The following strategy is for an entire construction
project, however this strategy can be applied to any
work process.
• Keep your mind open to strategic planning components
and how this strategy facilitates plan development.
January 2006
Project Planning
• We must get better at planning.
• Our profession is by nature reactive.
• We spend the bulk of our time dealing with
the past than anticipating the future.
• It is those things that we do not anticipate
that causes confusion.
• As you know Safety and Quality are the
first to be jeopardized in a state of
confusion.
January 2006
Project Planning
Project Planning Steps
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January 2006
Assemble the TOOLS
UNDERSTAND the project
Determine COMMUNICATION requirements
DEVELOP the Plan
COMMUNICATE the Plan
IMPLEMENT & UP-DATE the Plan
EVALUATE the results
Project Planning
Planning Tools
Operations Manual
Contract Documents (Plans & Specs)
Project Schedule
Project Phasing Requirements
Governing Agency Requirements
Mortenson Zero Injury Manual
Mobile Crane, Disruption Avoidance, etc
Mortenson Quality Manual
January 2006
Project Planning
Understand the project
– Talk to the Team
• Business Development, Estimating (lead estimator) Scheduling
(who made the schedule) Construction/Project Executive,
Customer
– What is the Project Strategy?
– Understand the Budget and Estimate
– Review Contract Documents
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January 2006
Plans & Specifications
Safety Goals and High Risk Activities
Quality Expectations
Project Schedule
Project Planning
Communicating the Plan
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Who will you communicate the plan to?
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January 2006
Mortenson Team Members
Customers
Architect/Engineer
Governing Agencies
Subcontractors
Craftworkers
General Public
Project Planning
Communicating the Plan
– Methods of communication
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January 2006
Plans & Drawings
Text
Project Meetings
Posting the Plan
Job Wide Safety Meetings
Distribution
Project Planning
Developing the Plan
– Divide into manageable components
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Phase of the Work
Work Activity
Work Task
Sub Tasks (Daily Pre-Task Planning)
– A plan must be developed for each Phase of
Work
January 2006
Project Planning
Project Components
THE PROJECT
Phase of Work
Work Activity
Work Task
Sub Task
January 2006
Pre-Task Planning
Project Planning
Project Components
Develop IWP
Process
Including procurement (MRPII)
0-100 push-ups
Break IWP Process
Down into manageable components
Into 5 push up increments
Work Activity
Work Task
Sub Task
January 2006
Pre-Task Planning
Example of Project Planning
Project Components
Business Development
Construction Executive
Superintendent
Project Manager
THE PROJECT
STRATEGY
Supt.
PM
Phase of Work
Supt.
PM
Safety
F.E.
Structure
Work Activity
Supt. Review
Asst. Supt.
Safety
F.E.
Foundations
Work Task
Grade Beams
Sub Task
Foreman
January 2006
Form
1. Layout
2. Finish Grade
3. Form
4. Embeds
Reinforce
1. Layout
2. Install
3. Inspect
Pour
1. Schedule concrete delivery
2. Order
3. Place (Test & Inspect)
4. Finish
5. Cure
Pre-Task Planning
Pre-Task Planning
Pre-Task Planning
Project Planning
Phases of Work
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Civil Phase
Structural Phase
Enclosure Phase
Interior Build-out
Building Systems
Start-Up / Close-Out
A Phase of Work can be added to meet project specific
requirements.
January 2006
Project Planning
A Phase of Work has Work Activities
– Structural (Phase of Work)
• Work Activities
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January 2006
Deep Foundations
Foundations
Structural Steel
Slab on Grade
Slab on Metal Deck
Project Planning
A Work Activity has Work Tasks
– Foundations (Work Activity)
• Work Tasks
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January 2006
Layout
Fine grade
Forming (set/strip)
Reinforcing
Concrete Embedment
Place/finish concrete
Project Planning
A Work Task has Sub Tasks
– Fine Grade (Work Task)
• Sub Tasks
– Establish Elevations
– Import/Export Soil Materials
Daily Pre-Task Planning is used to plan
Sub Tasks
January 2006
Project Planning
Integrating Safety
– Review the Phases of Work, Work Activities,
Work Tasks and Sub-Tasks in conjunction with
the Zero Injury Manual.
– List the sections of the Zero Injury Manual that
apply to the work being conducted during each
Phase of Work.
– List all High Risk Activities and mitigation plans
January 2006
Project Planning
Integrating Quality
– Review the Phases of Work, Work Activities, Work
Tasks and Sub-Tasks in conjunction with the Quality
Plan.
– List the sections of the Quality Plan that apply to the
work being conducted during each Phase of Work.
– List will include all required Pre-installation
Meetings, Initial inspections and Follow-up
inspections (Inspection log)
– Identify all submittals (Submittal Register)
January 2006
Project Planning
Integrating Efficiency
Review the Phases of Work, Work Activities, Work Tasks
and Sub-Tasks in conjunction with the Project Schedule.
– List the duration for each Phase of Work.
– List the duration for each Work Activity
– List the duration for each Work Task
– Cross reference all durations with the project
estimate and budget
January 2006
Project Planning
Phase of Work
CIVIL
Work Activity
UTILITIES
EARTHWORK
Layout
Layout
PAVING
SITE CONCRETE
Layout
Layout
Work Task
New Utilities
Excavation
Installation
Testing
Backfill
Relocate Utilities
Utility Tie-ins
Earth Retention
Dewatering
Unsuitable Soil
Sub Tasks
Soil Conditions
Fine Grade
Paving
Stripping
Integration of Safety, Quality, & Efficiency starts at this point of the process
January 2006
Soil Conditions
Fine Grade
Form & Reinforce
Place &
Finish Concrete
LANDSCAPE
Soil Preparation
Irrigation
Hardscape
Planting
Maintenance
Project Planning
Structural (Phase of Work)
– Foundations (Work Activity)
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Layout ( Work Task)
Fine grade
Forming (set/strip)
Reinforcing
Concrete Embedment
Place/finish concrete
Backfill
Safety
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Section-5 Concrete
Section-9 Excavation
Section-12 JHA
Quality
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Soil Testing
Concrete Testing
Reinforcing Insp.
Layout Verification
Efficiency
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January 2006
20 Days Foundations
– Layout – 2 days
– Fine Grade – 5 days
Estimated Cost
Project Planning
Assemble collected information for each Phase of Work
and determine activities that occur concurrently.
Evaluate how these activities will interact and list the
“challenges” associated with Safety, Quality and
Efficiency.
Look for the same safety, quality and efficiency type
activities. Is there an opportunity to consolidate,
simplify, or innovate the process.
January 2006
Project Planning
Safety
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Foundations
Utilities
Backfill
Equipment Access
Personnel working adjacent
to equipment
Equipment Training
– Quality
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Material Staging
Efficiency
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Soil Testing
(required by all activities)
Layout Verification
(required by 2 activities)
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January 2006
Consolidate Safety Training
Project Planning
Assembling the Plan
The plan will consist of several components
1. Site Utilization Plan
2. Phase of Work Plans
3. A Project Schedule
4. A list of High Risk Activities and their mitigation
5. A list of Quality Activities (inspections & submittals)
6. Budget Estimate
7. List of Best Practices
8. Lessons Learned
January 2006
Project Planning
Assembling the Plan
Take the information you have collected and transfer it to
the appropriate contract drawing.
Make references to the project manuals as required.
– Zero Injury Manuals
– Quality Plan
– Specifications
– Submittals
– Project Schedule
– A plan that is communicated visually is
comprehended faster than written text.
January 2006
Project Planning
Communicating the Plan
Forward the plan to ALL subcontractors. Get their
feedback and make adjustments as required.
Remember MORTENSON IS MANAGING THE
PROJECT.
Distribute the final plan to all Project Team Members
Post the plan in a conspicuous location.
Review the plan during all project meetings
January 2006
Project Planning
Implement and Up-Date the Plan
Use the plan to manage the project. Insure
subcontractor/suppliers are following the plan.
Keep the plan Up Dated. As a project changes the plan
must change also. As subcontractors join the project the
plan that we present must be accurate.
January 2006
Project Planning
Evaluate the Plan
Continuous evaluation of the plan is required.
Are Safety goals being reached?
Are Quality expectations being obtained?
Is the project on Schedule?
Is the project on Budget?
What can we do better?
January 2006
Project Planning
Questions
January 2006