Planning Planet Project Controls Zone

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Planning Planet Project Controls Zone

• A Roadmap to World Class Project Controls
• By
• Chris Carson, PSP, CCM, PMP
• Corporate Director of Project Controls, Alpha
  Construction and Engineering Corporation
• Planning Planet Senator and Chief U.S. Editor
  for the Accreditation Scheme

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• Chris Carson - Corporate Director of Project
  Controls, Alpha Corporation
• Responsible for standards, processes, and
  procedures for a team of schedulers, analysts,
  and project controls managers in multiple
  locations, as well as analysis, work product, and
  testimony, marketing, and business development
• Developed and manages the in-house project
  controls training program at Alpha
• Certifications
• PSP (Planning Scheduling Professional AACEi)
• CCM (Certified Construction Manager - CMAA)
• PMP (Project Management Professional PMI)
• University University of Virginia, Mechanical
  Engineering, 1968 - 1972
• Professional Field 38 years of experience in
  Construction Management Services specializing in
  Planning and Scheduling, Schedule Analysis,
  Estimating, Claims
• Active in AACEi (Association for the Advancement
  of Cost Estimating International)
• Author of Recommended Practices in Scheduling
  Forensic Schedule Analysis
• Active in PMI (Project Management Institute)
  College of Scheduling
• Vice President of Scheduling Excellence
• Managing Director for SEI (Scheduling Excellence
  Initiative) writing Best Practices and Guidelines
  for Scheduling and Schedule Impact Analysis
• Serving on team writing Best Practices for
  Scheduling for U.S. Department of GAO
• Active in CMAA (Construction Management
  Association of America)
• Served on committee revising Time Management
  Chapter of CMAAs CM Standards of Practice
• Active in Planning Planet (global planning
  association)
• Chief Editor for US, writing Planner Users
  Guide, developing accreditation Guild for planners

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The Roadmap to World Class Project Controls

• The key to successful projects is effective
  project controls
• Effective project controls comes from a
  structured approach to developing the planning
  culture
• Adoption of industry best practices
• Recruiting, training, mentoring personnel
• Maintaining state of the art competencies at all
  levels

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The Roadmap to World Class Project Controls

• There has been no well defined career path for
  project controls disciplines in the industry
• Project controls cannot be easily learned on the
  job
• Few companies offer training or mentoring
• Nowhere is this more obvious than Forums, Groups,
  and Associations
• Practitioners are crying out for help at all
  levels
• International companies have recognized this
  industry shortcoming

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• Definition from Wikipedia
• Project control begins early in the project with
  planning and ends late in the project with
  post-implementation review, having a thorough
  involvement of each step in the process. Each
  project should be assessed for the appropriate
  level of control needed too much control is too
  time consuming ( too costly in implementation),
  too little control is too costly (in results). If
  control is not implemented correctly, the cost to
  the business should be clarified in terms of
  errors, fixes, and additional audit fees.
• Control systems are needed for cost, risk,
  quality, communication, time, change,
  procurement, and human resources.
• All of these together make up project controls.
  Individually even the most proficient specialist
  will not be effective.

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• Project control is that element of a project that
  keeps it on-track, on-time, and within budget.
  (Wikipedia)
• Project Control Needs (From Wikipedia)
• Cost Estimating
• Risk Management Schedule Cost
• Quality Control
• Communication Document Control
• Time Control (Planning ) Scheduling
• Change Management Schedule Cost
• Procurement Schedule Cost
• Human Resources Organization
• Missing Needs
• Forensic Analysis Claims Dispute Resolution

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Importance of Project Controls in CM

• Texas State Highway 130 Toll Road study, Asia
  Alvord, PMP, HDR Project Controls Manager
• One of the largest sources of cost growth on
  construction projects is change orders.

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Importance of Project Controls in CM

• Steve Pinnell, PE, of Pinnell/Busch, Inc. 2004
  Survey
• Risk Assessment and Best Practices in
  Scheduling
• Major causes of changes (as surveyed by
  Contractors)
• Scope changes average 39
• Design errors average 25
• Differing site conditions average 13
• Owner delays and impacts average 9
• Contractor estimate mistakes average 4
• Contractor other errors average 5
• Weather other average 5

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Importance of Project Controls in CM

• Risk Assessment and Best Practices in
  Scheduling
• Owner /or project delays total 91 by
  Contractors
• Scope changes average 39
• Design errors average 25
• Differing site conditions average 13
• Owner delays and impacts average 9
• Weather other average 5
• Contractor responsible delay total 9 by
  Contractors
• Contractor estimate mistakes average 4
• Contractor other errors average 5

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Importance of Project Controls in CM

• Steve Pinnell, PE, of Pinnell/Busch, Inc. 2004
  Survey
• Risk Assessment and Best Practices in
  Scheduling
• Major causes of changes (as surveyed by Owners)
• Scope changes average 32
• Differing site conditions average 19
• Design errors average 18
• Contractor estimate mistakes average 12
• Owner delays and impacts average 7
• Contractor other errors average 6
• Weather other average 6

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Importance of Project Controls in CM

• Risk Assessment and Best Practices in
  Scheduling
• Owner /or project delays total 82 by Owners
• Scope changes average 32
• Design errors average 18
• Differing site conditions average 19
• Owner delays and impacts average 7
• Weather other average 6
• Contractor responsible delay total 18 by
  Owners
• Contractor estimate mistakes average 12
• Contractor other errors average 6

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• Contractors perceptions of Owner responsible
  change 91
• Owners perceptions of Owner responsible change
  82
• Less than 20 of the problems identified are the
  responsibility of the Contractor!
• Changes must be identified, analyzed, and
  negotiated contemporaneously to provide
  appropriate time extensions to avoid claims
• And, every project has change!

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• What does a World Class Project Controls effort
  look like?

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Project Controls Oriented Corporate Culture

• Planning monitoring are vital steps in process
• Senior management must actively support culture
• Culture requires
• Development of project controls process
  integrating all disciplines
• Planning and scheduling
• Supported by cost estimating and budgets
• Strong document control
• Careful adherence to the contract
• Claims avoidance
• Speedy analysis and resolution of all issues
• All project controls disciplines work together to
  identify, analyze, and resolve all issues
  affecting production or progress
• Requires a serious commitment

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Integration with Project Management

• Project management team should be deeply involved
  with planning for proper buy-in
• Project controls can provide useful analysis and
  recommendations
• PM team uses results from project controls
• PM team involves owner
• Requires strong and repetitive interaction
  between project management and controls

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The Planning Effort

• Early master or planning schedule/programme
  developed
• Integrated cost and schedule planning
• Careful contract review
• Constructability review for efficiency
• Schedule/programme is designed to suit purpose
  components match needs
• Hold formal schedule development/planning session
• Includes project management team
• Incorporates claims avoidance
• Incorporates risk assessment into session

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The Maintenance Effort

• Provide effective process for maintenance/usage
  of schedule
• Timely regular updates with short interim
  planning
• Eliminate progress-only reporting power is in
  analysis
• Formal process of schedule analysis feedback
• Includes trending completion predictions
• Includes claims avoidance risk review
• Engage with continuous modeling of current means
  methods
• Early identification of problems
• Interactive implementation of any necessary
  course corrections
• Formal change management process includes Time
  Impact Analysis
• Resolve all time related issues contemporaneously

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Industry Project Controls Associations Efforts

• AACE international
• True project controls association
• Total Cost Management Framework with Recommended
  Practices supplying piecemeal bodies of knowledge
• High level of quality, great products
• Large amount of knowledge still to be captured

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Industry Project Controls Associations Efforts

• PMI College of Scheduling/Scheduling Community of
  Practice
• Planning and scheduling only association
• Time Management Chapter of the PMBOK contains
  some body of knowledge
• Working on Best Practices and Guidelines for
  Scheduling, due out late this year
• Future efforts BPG for Schedule Impact Analysis
• PMI has several high-level Standards WBS,
  Scheduling, Earned Value

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Industry CM Services Efforts

• CMAA Construction Management Assoc. of America
• Time Management Chapter
• DBIA Design-Build Institute of America
• CII Construction Industry Institute
• Collaborated with CMAA now, produces Knowledge
  Structure
• CIOB Chartered Institute of Building
• Provides accreditation of courses
• Published Guide to Good Practice in the
  Management of Time in Complex Construction
  Projects
• RICS Royal Institution of Chartered Surveyors
• Partial CM roles
• Other specialty discipline associations such as
  cost estimating

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Planning Planet Support for Guild

• The International Guild of Project Planning
  Control and Delivery
• Develop a body to enable recognition within PP
  community as well as employers/organizations
• Align global industry variations in standards
  methods
• Develop regional Centres of Excellence
• Maintain a globally recognized suite of best
  practices
• Support efforts of professional organisations
• Supported by large body of professional
  organisations as sponsors

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Planning Planet Support for Guild

• Career Path
• Focused by discipline
• Contract Administration/Document Control
• Cost Estimating
• Planning and Scheduling
• Forensic Analysis
• Project Controls
• Four or five levels of competence
• Entry/Basic
• Competent
• Advanced
• Specialty Manager or Expert
• Industry Expert in Project Controls or Forensic
  Analysis

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Planning Planet Career Paths
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Planning Planet Career Paths
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Planning Planet Support for Guild

• Planners Users Guide - due out late this year
• Planning Scheduling Best Practices Body of
  Knowledge
• Other disciplines under development
• Will provide the knowledge basis for
  certification
• Level 0 Why Plan?
• Level 1 Planning Methods
• Level 2 Designing the Schedule/Programme/Project
  Plan
• Level 3 Developing the Schedule/Programme/Projec
  t Plan
• Level 4 Maintaining the Schedule/Programme/Proj.
  Plan
• Level 5 Using the Schedule/Programme/Project
  Plan
• Level 6 Forensic Analysis from a Scheduling
  Perspective

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Planning Planet Support for Guild

• The Accreditation Scheme
• Will provide certification of achievement for
  steps along the career path
• Will follow the best of the traditional flavor of
  a Guild or Trade Association
• Clear requirements for knowledge and experience
• Opportunity to work with mentors
• Proof of achievement of the levels in various
  disciplines
• Will be aligned with certifications by other
  organizations to help organize all relevant
  certifications

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Planning Planet Support for Guild

• Training for Best Practices
• Will follow the Planners Users Guide and other
  guides
• Training to be developed to facilitate
  progressive study to reach levels for each
  discipline
• Training will include testing/feedback loop
• Development will be online for ease of
  participation
• Training will provide real-world skills that can
  be immediately implemented
• Training materials to be developed by known
  experts in the various disciplines

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Roadmap to World Class Project Controls

• Planning Planet and the Guild are developing the
  first comprehensive package of career path
  guidance
• Valuable for practitioners and employers
• This is truly the roadmap to the world class
  projects controls weve all envisioned!