January 2006 Project Planning: Assembling a Mortenson Integrated Work Plan.
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Transcript of January 2006 Project Planning: Assembling a Mortenson Integrated Work Plan.
January 2006
Project Planning: Assembling a Mortenson “Integrated Work Plan”
January 2006
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 PlanningProject Planning Steps
1. Assemble the TOOLS
2. UNDERSTAND the project
3. Determine COMMUNICATION requirements
4. DEVELOP the Plan
5. COMMUNICATE the Plan
6. IMPLEMENT & UP-DATE the Plan
7. EVALUATE the results
January 2006
Project Planning
Planning Tools Operations ManualContract Documents (Plans & Specs)Project Schedule Project Phasing RequirementsGoverning Agency RequirementsMortenson Zero Injury Manual
Mobile Crane, Disruption Avoidance, etc
Mortenson Quality Manual
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
THE PROJECT
Phase of Work
Work Activity
Work Task
Sub Task Pre-Task Planning
Project Components
January 2006
Project Planning
Develop IWPProcess
Break IWP Process Down into manageable components
Work Activity
Work Task
Sub Task Pre-Task Planning
Project Components
Including procurement (MRPII) 0-100 push-ups
Into 5 push up increments
January 2006
Example of Project Planning
THE PROJECTSTRATEGY
Phase of Work
Work Activity
Work Task
Sub Task
Pre-Task Planning
Foundations
Grade Beams
Form1. Layout2. Finish Grade 3. Form 4. Embeds
Reinforce1. Layout2. Install 3. Inspect
Pour 1. Schedule concrete delivery2. Order3. Place (Test & Inspect)4. Finish5. Cure
Supt. ReviewAsst. Supt.SafetyF.E.
Supt.PM
Supt.PMSafetyF.E.
Pre-Task Planning Pre-Task Planning
Project Components
Structure
Business DevelopmentConstruction ExecutiveSuperintendent Project Manager
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
CIVIL
UTILITIES EARTHWORK PAVING SITE CONCRETE LANDSCAPE
Layout
Relocate Utilities
Layout
Utility Tie-ins
Dewatering
Unsuitable Soil
Layout
Fine Grade
Paving
Layout
Soil Conditions
Fine Grade
Soil Preparation
Irrigation
Hardscape
Planting
Place & Finish ConcreteStripping Maintenance
Soil ConditionsEarth RetentionNew Utilities
ExcavationInstallation
TestingBackfill
Phase of Work
Work Activity
Work Task
Sub Tasks
Integration of Safety, Quality, & Efficiency starts at this point of the process
Form & Reinforce
January 2006
Project Planning
Structural (Phase of Work)
– Foundations (Work Activity)
• Layout ( Work Task)
• Fine grade
• Forming (set/strip)
• Reinforcing
• Concrete Embedment
• Place/finish concrete
• Backfill
Safety– 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
January 2006
Project PlanningAssemble 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
Foundations Utilities Backfill
Safety– 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
January 2006
Project PlanningAssembling the Plan
The plan will consist of several components1. Site Utilization Plan2. Phase of Work Plans 3. A Project Schedule 4. A list of High Risk Activities and their mitigation5. A list of Quality Activities (inspections & submittals)6. Budget Estimate7. List of Best Practices8. Lessons Learned
January 2006
Project PlanningAssembling 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 PlanningCommunicating 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 PlanningImplement 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 PlanningEvaluate 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