1. Project Planning: Assembling a Mortenson “Integrated Work Plan”
January 2006

2. “A plan that is not written down is only an idea.” Greg Knutson
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

3. 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

4. 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

5. Project Planning Project Planning Steps Assemble the TOOLS
UNDERSTAND the project
Determine COMMUNICATION requirements
DEVELOP the Plan
COMMUNICATE the Plan
IMPLEMENT & UP-DATE the Plan
EVALUATE the results
January 2006

6. 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
Contract Doc: Design Development, Schematic Design Construction Documents
Schedule Start Date & Finish Date Contractual Milestones CPM Schedule Proposal Schedule (minimal detail) Project Schedule (minimal to very detailed)
Phasing Early Turn-over Areas Phased Occupancy (temporary occupancy) Construction Phasing
Governing Agencies Permit Requirements ( Federal, State & Local ) Inspection requirements
January 2006

7. 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
Plans & Specifications
Safety Goals and High Risk Activities
Quality Expectations
Project Schedule
January 2006

8. Project Planning Communicating the Plan
Who will you communicate the plan to?
Mortenson Team Members
Customers
Architect/Engineer
Governing Agencies
Subcontractors
Craftworkers
General Public
January 2006

9. Project Planning Communicating the Plan Methods of communication
Plans & Drawings
Text
Project Meetings
Posting the Plan
Job Wide Safety Meetings
Distribution
January 2006

10. Project Planning Developing the Plan Divide into manageable components
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

11. Project Planning
Project Components
January 2006

12. Project Planning Project Components
Including procurement (MRPII) push-ups
Into 5 push up increments
January 2006

13. Example of Project Planning
Project Components
Business Development
Construction Executive
Superintendent
Project Manager
Structure
Foreman
January 2006

14. Project Planning Phases of Work
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

15. Project Planning A Phase of Work has Work Activities
Structural (Phase of Work)
Work Activities
Deep Foundations
Foundations
Structural Steel
Slab on Grade
Slab on Metal Deck
January 2006

16. Project Planning A Work Activity has Work Tasks
Foundations (Work Activity)
Work Tasks
Layout
Fine grade
Forming (set/strip)
Reinforcing
Concrete Embedment
Place/finish concrete
January 2006

17. 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

18. 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

19. 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

20. 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

21. Project Planning January 2006 Phase of Work Work Activity Work Task
Form & Reinforce
Sub Tasks
Integration of Safety, Quality, & Efficiency starts at this point of the process
January 2006

22. Project Planning Safety Quality Efficiency Structural (Phase of Work)
Section-5 Concrete
Section-9 Excavation
Section-12 JHA
Quality
Soil Testing
Concrete Testing
Reinforcing Insp.
Layout Verification
Efficiency
20 Days Foundations
Layout – 2 days
Fine Grade – 5 days
Estimated Cost
Structural (Phase of Work)
Foundations (Work Activity)
Layout ( Work Task)
Fine grade
Forming (set/strip)
Reinforcing
Concrete Embedment
Place/finish concrete
Backfill
January 2006

23. 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

24. Project Planning Safety Quality Foundations Utilities Backfill
Equipment Access
Personnel working adjacent to equipment
Equipment Training
Quality
Material Staging
Efficiency
Soil Testing (required by all activities)
Layout Verification (required by 2 activities)
Consolidate Safety Training
Foundations
Utilities
Backfill
January 2006

25. Project Planning Assembling the Plan
The plan will consist of several components
Site Utilization Plan
Phase of Work Plans
A Project Schedule
A list of High Risk Activities and their mitigation
A list of Quality Activities (inspections & submittals)
Budget Estimate
List of Best Practices
Lessons Learned
January 2006

26. 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

27. 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

28. 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

29. 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

30. Project Planning
Questions
January 2006