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

“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

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 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

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

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

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

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

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

Project Planning Project Components January 2006

Project Planning Project Components Including procurement (MRPII) 0-100 push-ups Into 5 push up increments January 2006

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

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

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

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

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 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

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

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 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

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

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