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Presented by: Kreg McCall. Baseline Management & Control Define Baseline Baseline Types How to Generate a Baseline Baseline Setup for Success Baseline.

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Presentation on theme: "Presented by: Kreg McCall. Baseline Management & Control Define Baseline Baseline Types How to Generate a Baseline Baseline Setup for Success Baseline."— Presentation transcript:

1 Presented by: Kreg McCall

2 Baseline Management & Control Define Baseline Baseline Types How to Generate a Baseline Baseline Setup for Success Baseline Scenarios Questions

3 Presenter: Kreg McCall Managing Partner / Trainer / Consultant at Tepco LLC I’ve scheduled on many different platforms Upstream – Midstream – Downstream in the Petrochemical Industry a.Turnarounds b.Daily Maintenance c.Small Capital Projects d.Large Capital Projects – up to 7.5 billion across 4 countries in a single Enterprise environment With over 18 years experience and the opportunity to see many different philosophies and processes in the scheduling arena – I continue to share the knowledge I’ve gathered through all my experiences. I’ve been training for 7 years and thrive on the collaboration and learning's from every class I teach. On average I train 30 weeks out of the year and see so many tips, tricks and common threads in the Project Controls world. Presenter Overview

4 Baseline: (Also referred to as “Target” or “Plan”) A baseline is a measurement tool that can either be time based or data based with capabilities to compare and control status or performance against. Each measurement is time phased when comparing information. Time Based:Data Based: Current: Baseline: (0 Variance) (-9 Variance) Current: Baseline: (100 hrs) (150 hrs) (0 Variance)(50 hr Variance) Define Baseline

5 There are many different baseline types, here are a few: Milestone Baselines Sign Off Baselines Check Estimate or Mid Project Baselines Execution Baselines “What – if “Baselines Baseline Types No matter what baseline type you are using – understand it, analyze it, and use it to make good business decisions. In order to do this you must develop your company baseline process: Set your baseline Management against your baseline “Work” the baseline Trust your baseline

6 High Level Look at Baseline Types Legend - Current Milestone - Current Task - Baseline Milestone - Baseline Task - Current Task

7 How to Generate A Baseline The “Execution Baseline” is most difficult to manage, and one we will focus on first: Some Common Terms & Must Do’s: Freeze Scope – Very lightly used term, hardly ever set, and tend to slip! Logic - must be viewed, reviewed and agreed upon by everyone that “This is the way we will execute!” Change – Build a baseline process susceptible to change, “It’s going to happen!” Document & Follow – don’t deviate during execution The use of a baseline, and how we track against it ….. A snapshot or picture in time Generally “S” Curves are produced to track or follow as visual references Generally monitored by % Planned vs. Current %

8 Jan Feb Mar AprMay Jun Jul Aug Sep Oct Nov Dec Manhours - 20,800 Dollars - $2,500,0000 $125,000$275,000$510,000$750,000$1,500,000$1,650,000$1,850,000$1,975,000$2,100,000$2,450,000$45,000$2,500, ,20012,85014,10015,75017,01018,50019, , = 12% = 25% = 36% = 46% = 49% = 62% = 68% = 76% = 82 % = 89% = 95% = 100% % 25% 36% 46% 49% 62% 68% 76% 82 % 89% 95% 100% Legend - Current Task

9 Legend - Current Milestone - Current Task - Org Baseline MS - Org Baseline Task Jan Feb Mar AprMay Jun Jul Aug Sep Oct Nov Dec Current Data Date Original Data Date

10 - Current Milestone - Current Task - Org Baseline MS - Org Baseline Task - Wrkng Baseline MS - Wrkng Baseline Task Legend Jan Feb Mar AprMay Jun Jul Aug Sep Oct Nov Dec Current Data Date Original Data Date Working Data Date

11 Three Objects to Control, Work, & Report Against 1. Current Project – Update every day, week or month 2. Original Baseline – Never updated, changed, nor adjusted 3. Working Baseline – Updated as “Approved” changes occur The major contributor of accuracy when reporting variance …..  The Data Date – Defined as the starting point (date / time) for calculating Generally referred to as - Anything behind the data date is complete Generally referred to as - Anything in front of the data date is in progress Current project – data date is moved daily, weekly or monthly Original Baseline – data date is never moved (remains the same when baseline is set) Working Baseline - data date is “never moved” (remains the same when baseline is set, but time analyzed or recalculated)

12 Re-baseline – Understanding the term Using a working baseline: Behind Schedule and Adding Work Ahead of Schedule and Adding Work On Schedule and Adding Work Removing Work Change Order Process and How it Affects the Schedule Baseline Scenarios

13 Jan Feb Mar AprMay Jun Jul Aug Sep Oct Nov Dec 36% 24% - Current Milestone - Current Task - Wrking Baseline MS - Wrking Baseline Tsk - Earn Task Legend - Forecast - Earn Progress - Wrking BL Progress

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15 - Current Milestone - Current Task - Org Baseline MS - Org Baseline Task - Wrkng Baseline MS - Wrkng Baseline Task Legend - Added Work Logic Tied & Calculated Working Baseline Doesn’t make logical sense RETAIN ORIGINAL BASELINE DATA DATE

16 - Current Milestone - Current Task - Org Baseline MS - Org Baseline Task - Wrkng Baseline MS - Wrkng Baseline Task Legend - Added Work - Earn Task Current Data Date Working Data Date

17 - Current Milestone - Current Task - Org Baseline MS - Org Baseline Task - Wrkng Baseline MS - Wrkng Baseline Task Legend - Added Work

18 - Current Milestone - Current Task - Org Baseline MS - Org Baseline Task - Wrkng Baseline MS - Wrkng Baseline Task Legend

19 In order to complete any of these processes, it “MUST” be an approved change order Key terms on most change order forms Is the change a schedule impact? If so, what in the proposed schedule completion date? Time analyze or Calculate the working baseline only when working with critical path activities Change not only affects the schedule, but cost as well Change Orders & Baselines

20 Set (2) approved “execution” baselines 1.Original 2.Working Have a well defined baseline update process Know the Change Order Process and when to add or remove work from the baseline Understand what baselines you're tracking against, and what the term “variance” really means to your team. Key Points for Review

21 Questions Thank You from Tepco LLC Kreg McCall – Contact us at: Visit us at:


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