1. Complex Project Management Project Management Strategies for Complex Projects Jennifer S. Shane, Ph.D. Iowa State University

2. Complex Project Management Outline Research Project 5DPM Project Outcomes 2

3. Complex Project Management Research Objectives The objective of this research is to determine the specific requirements for successfully managing complex rapid renewal projects. The ultimate goal of this research is to develop a comprehensive training and development program to enable project partners to work more cooperatively on such projects.

4. Complex Project Management Research Team Objectives 4 Develop tools that help DOTs get in, get out, and stay out Project management practices to deliver complex projects using innovative strategies Development and deployment of tools Facilitate fundamental change in rehabilitating the transportation infrastructure

5. Complex Project Management SHRP 2 R10 Team Jennifer S. Shane, Ph.D., Iowa State University/InTrans, Principal Investigator Kelly Strong, Ph.D., Colorado State University, Co-Principal Investigator Douglas D. Gransberg, Ph.D., PE, CCE, Iowa State University/InTrans, Co-Principal Investigator Academic Partners Ali Touran, Ph.D., Northeastern University Industrial Partners Debra Brisk, PE, Kimley-Horn Sid Scott, PE, Trauner Consulting Services, Inc. Jim Hunt, PE, CCM, PBS&J Corp. International Partners Eric Scheepbouwer, Ph.D. (ABD), Australia/New Zealand Susan Tighe, Ph.D., PEng, Canada Carla Lopez del Puerto, Ph.D., CCC, LEED AP, Mexico Neil Allan, United Kingdom Junyong Ahn, Ph.D., Post Doctorate, Iowa State University John Owens, Kiewit, California Shaun Heath, MS Student, University of Oklahoma Ye Zhang, MS Student, Northeastern University

6. Complex Project Management 6 AK HI Washington D.C. ` Comprehensive Case Study Projects

7. Complex Project Management Definition Traditional Standard practices can be used – Design – Funding – Contracting Static interactions High level of similarity to prior projects creates certainty Complex Standard practices cannot be used – Design – Funding – Contracting Dynamic interactions High level of uncertainty regarding objectives and/or implementation 7

8. Complex Project Management Possible Causes of Complexity Inexperience Technical challenges Non-technical challenges Changes in funding sources Multiple external parties ? 8

9. Complex Project Management Three-Dimensional Project Management 9

10. Complex Project Management Five-Dimensional Project Management 10

11. Complex Project Management Cost vs. Finance Cost Estimate Cash Flow Finance Funding 11

12. Complex Project Management Cost Dimension Factors Project estimates Uncertainty Contingency Project costs—i.e., road user costs, ROW Design to a budget 12

13. Complex Project Management Case Study Examples for Cost Uncertainty related to new unproven recycling technologies Unknown site conditions Baseline cost of $0.834 billion, current estimated cost $1.94 billion, increase due to delays, stakeholder issues, inflation 13

14. Complex Project Management Financing Dimension Factors Sources of funding ̶Federal vs. state vs. other ̶Bond-funding ̶Revenue generation/sharing ̶International funding Public Private Partnerships Variations in material inflation rates 14

15. Complex Project Management Case Study Examples for Financing Unsolicited Public Private Partnership (P3) First tollway Multi-jurisdictional P3 Waiting for transportation bill to be finalized Bond market collapse during proposal phase so funding cannot be secured 15

16. Complex Project Management Schedule Dimension Factors Time Schedule risk Prescribed milestones Availability of resources 16

17. Complex Project Management Case Study Examples for Schedule The timing of financing appropriations have dictated the schedule Interdependence of one project on another Special appropriations set to expire 17

18. Complex Project Management Technical Dimension Factors Design Scope of work Quality Need for integrated delivery 18

19. Complex Project Management Case Study Examples for Technical First extradosed bridge in the nation Contaminated soil and water Different methods of design, DOT last chance to get in vs. turnpike based on traffic 19

20. Complex Project Management Context Dimension Factors Political/procurement constraints Environmental issues Public perceptions Right-of-way acquisition Sustainability requirements Owner preferences/biases Utilities 20

21. Complex Project Management Case Study Examples for Context Taking of an elementary school delayed project because of school year calendar Bridge closure, and local hospital is on the other side and detour is hours 21

22. Complex Project Management Complexity Mapping 22

23. Complex Project Management Project Complexity Capital BeltwayI-40 Crosstown 23

24. Complex Project Management Project Complexity Lewis and Clark BridgeT-REX 24

25. Complex Project Management Guidebook Focused on practical tools, and techniques designed to be immediately beneficial to transportation professionals Oriented toward problem solving The most efficient use – Determine if a project is indeed complex – Utilize the five Critical Development Methods – Determine which of the 13 Project Execution Tools are applicable

26. Complex Project Management Guidebook 26

27. Complex Project Management Training 27 R10 Training Presentation (live or recorded) (1.5 days) Introduction & 5DPM (~3 hrs) Project Development Tools (~1.5 hr/tool) Webinar (recorded) (optional and only after Presentation attendence) Project Execution Tools (~1 hr/tool)

28. Complex Project Management Training Schedule DateLocation August 16-17Ames, IA September 8-9Austin, TX September 21-22Los Angeles, CA September 28-29Columbus, OH October 17-18Orlando, FL Late October/Early November Albany, NY 28

29. Complex Project Management Training Registration Participants must register prior to the event since space is limited. http://www.intrans.iastate.edu/events/shrp2c omplexprojects/ http://www.intrans.iastate.edu/events/shrp2c omplexprojects/ Handout 29

30. Complex Project Management Thank You Jennifer S. Shane, Ph.D. Iowa State University 515-294-1703 jsshane@iastate.edu 30