Project Engineering Management - Ed Muzio Report.pdf · Project Engineering Management Deborah J....

Published/Compiled by Dr. Deborah Fisher. All rights reserved by Dr. Fisher and original contributors. 1

Project Engineering Project Engineering ManagementManagement

Deborah J. Fisher, PhD, PEDeborah J. Fisher, PhD, PENMSPE Albuquerque ChapterNMSPE Albuquerque Chapter

2/25/052/25/05

Three Kinds of PMThree Kinds of PM’’ss

•• Those who Those who makemake things happenthings happen•• Those who Those who watchwatch things happenthings happen•• Those who Those who wonderedwondered what happenedwhat happened


Based on SNL Study:Based on SNL Study:

Project Engineering Project Engineering Management Management Education/Training Standards Education/Training Standards for Career Development for Career Development –– July July 20032003

ObjectivesObjectives

Advance SNL’s Current State of PM to World-class StandardsMeasure SNL Against These Standards for Accountability


Overall StepsOverall Steps

•• Benchmark Industry to DetermineBenchmark Industry to DetermineBest PracticesBest Practices

•• Investigate Current PM CompetenciesInvestigate Current PM Competencies•• Determine Existing Gaps (both Determine Existing Gaps (both

individual & departmental)individual & departmental)•• Develop Qualifications Matrix / ModelDevelop Qualifications Matrix / Model•• Recommend PM Education / TrainingRecommend PM Education / Training

& Develop Plan& Develop Plan

Two Benchmark Studies Two Benchmark Studies –– DOE DOE & UNM& UNM•• Eight public sectorEight public sector•• Seven private sectorSeven private sector•• Five institutesFive institutes•• Four associationsFour associations•• TwentyTwenty--four total organizationsfour total organizations


DOE & UNM PopulationsDOE & UNM Populations

3131ConstructionConstructionInstitutesInstitutes

2525ProfessionalProfessionalAssociationsAssociations

67671919Private SectorPrivate Sector

33332525Public SectorPublic Sector

DOEDOE% Participants% Participants

UNMUNM% Participants% Participants

OrganizationOrganization

DOE Benchmarking StudyDOE Benchmarking StudyProgram CriteriaProgram Criteria•• 78% Had Mgmt Support 78% Had Mgmt Support •• 56% Had Competency Models56% Had Competency Models•• 56% Granted Equivalency 56% Granted Equivalency •• 56% Integrated Model Into HR Processes56% Integrated Model Into HR Processes•• 56% Used A Systems Approach 56% Used A Systems Approach •• 44% Had External Resources 44% Had External Resources •• 11% Had Tools / Techniques11% Had Tools / Techniques


UNM Benchmarking QuestionsUNM Benchmarking Questions

•• Knowledge Areas / CompetenciesKnowledge Areas / Competencies•• Training Hours & $Training Hours & $’’s per Years per Year•• Delivery ModesDelivery Modes•• Certification? Mentoring?Certification? Mentoring?•• Knowledge ManagementKnowledge Management•• Impacts from 9/11 & Enron FraudImpacts from 9/11 & Enron Fraud

UNM Benchmarking UNM Benchmarking ComparisonsComparisons•• Total of 21 Knowledge AreasTotal of 21 Knowledge Areas•• 8 Avg. Knowledge Areas (Vs 18 for SNL)8 Avg. Knowledge Areas (Vs 18 for SNL)•• 30 Avg. Hours/Yr/Person (Vs 52 for SNL)30 Avg. Hours/Yr/Person (Vs 52 for SNL)•• All Conventional Delivery ModeAll Conventional Delivery Mode•• Half WebHalf Web--Based Delivery ModeBased Delivery Mode


UNM Benchmarking UNM Benchmarking Comparisons (ContComparisons (Cont’’d)d)•• 80% Reported 9/11 Impact80% Reported 9/11 Impact•• 75% Reported Enron Impact 75% Reported Enron Impact •• 67% Have Some Certification67% Have Some Certification

DOE & UNM BenchmarkingDOE & UNM Benchmarking

11115050Formal Formal Knowledge Knowledge MgmtMgmt

33331616MandatoryMandatoryCertificationCertification

33336262Formal Formal MentoringMentoring

DOEDOE%%

UNMUNM%%

OrganizationOrganization


UNM BenchmarkingUNM BenchmarkingTop Knowledge Areas / Top Knowledge Areas / CompetenciesCompetencies

•• Cost ManagementCost Management•• Leadership / Team BuildingLeadership / Team Building•• Planning and Time ManagementPlanning and Time Management•• Contract ManagementContract Management•• Construction ManagementConstruction Management

UNM Benchmarking Knowledge UNM Benchmarking Knowledge Area GapsArea Gaps•• EE--Project ManagementProject Management•• Managing Multiple Small ProjectsManaging Multiple Small Projects•• Program ManagementProgram Management•• EthicsEthics•• International Project ManagementInternational Project Management


Certification ComparisonsCertification Comparisons

•• 15 Leading Associations / Institutes15 Leading Associations / Institutes•• Current Choice Current Choice –– PMPPMP•• Future Construction Enhancement Future Construction Enhancement -- CAQ CAQ

from DPCfrom DPC--SIG by 12/02SIG by 12/02•• Current Gap Current Gap -- SNL Specific ProjectsSNL Specific Projects

CompetanciesCompetancies / Gaps/ Gaps

•• Self AssessmentSelf Assessment•• 29 Participants (out of 35)29 Participants (out of 35)•• Validated with Validated with PMAppraisePMAppraise onon--line examline exam


QuestionnaireQuestionnaire

•• 94 questions, 77 knowledge areas94 questions, 77 knowledge areas•• Measured two Measured two deptsdepts (Corporate Projects & (Corporate Projects &

Customer Funded)Customer Funded)•• 500 pages written results, 2,700 500 pages written results, 2,700

responsesresponses

Three Key AreasThree Key Areas

••Technical ManagementTechnical Management•• Controls ManagementControls Management•• Human ManagementHuman Management


Technical ManagementTechnical Management

••GeneralGeneral•• Scope ManagementScope Management•• Quality / Safety Quality / Safety

ManagementManagement

GeneralGeneral

•• ConstructionConstruction–– PrinciplesPrinciples–– TechniquesTechniques

•• Value EngineeringValue Engineering•• Write Acquisition PlanWrite Acquisition Plan•• Prepare PEPPrepare PEP•• NEPA / RegulationsNEPA / Regulations•• Energy Systems Energy Systems AcqAcq..

•• Electronic PMElectronic PM•• Write ORR PlanWrite ORR Plan•• Issue ID / TradeIssue ID / Trade--offoff•• Systems Systems EngrgEngrg•• Manage Multiple Manage Multiple SmSm

ProjsProjs•• Program MgmtProgram Mgmt


Scope ManagementScope Management

•• Scope BaselineScope Baseline•• WBSWBS•• PrePre--planning / Alignmentplanning / Alignment•• Writing SOWWriting SOW•• Feasibility StudyFeasibility Study

Quality / Safety ManagementQuality / Safety Management

•• QM & QA / QCQM & QA / QC•• Design ReviewsDesign Reviews•• O&M OrdersO&M Orders•• InspectionsInspections•• TQMTQM•• Constructability Constructability

ReviewsReviews

•• ISMISM•• ES&HES&H•• Design for SuretyDesign for Surety•• Contractor ValidationContractor Validation•• Compliance ReviewCompliance Review



•• Technical ManagementTechnical Management

••Controls ManagementControls Management•• Human ManagementHuman Management

Controls ManagementControls Management

••CostCost•• TimeTime•• RiskRisk•• ContractContract•• IntegrationIntegration


Cost ManagementCost Management

•• Budgeting ProcessBudgeting Process–– GlobalGlobal–– LocalLocal

•• EstimatingEstimating–– BasicBasic–– Life CycleLife Cycle

•• Cost Review Cost Review ValidationValidation

•• ContingencyContingency

•• Cost / Benefit Cost / Benefit •• Budget Doc PrepBudget Doc Prep

–– ConstructionConstruction–– Activity Data SheetsActivity Data Sheets

•• Productivity MetricsProductivity Metrics•• Lean ProductionLean Production•• ChangesChanges•• Briefing on IssuesBriefing on Issues


•• CostCost

••TimeTime•• RiskRisk•• ContractContract•• IntegrationIntegration


Time ManagementTime Management

•• Planning / Scheduling TheoryPlanning / Scheduling Theory–– CPMCPM–– CalculationsCalculations–– SoftwareSoftware

•• Schedule AssessmentSchedule Assessment–– StatusStatus–– VarianceVariance

•• Top Level Milestone ScheduleTop Level Milestone Schedule•• Resource Loaded BaselineResource Loaded Baseline

Risk ManagementRisk Management

•• Probability & StatisticsProbability & Statistics•• Project RM / SoftwareProject RM / Software•• RM Plan Involving Technology RM Plan Involving Technology

DevelopmentDevelopment



•• CostCost•• TimeTime•• RiskRisk

••ContractContract•• IntegrationIntegration

Contract ManagementContract Management

•• TypesTypes•• Bid EvaluationBid Evaluation•• Award ProcessAward Process•• Doc DevelopmentDoc Development

–– RFPRFP–– RFQRFQ–– IFBIFB

•• Project AcquisitionProject Acquisition–– StrategiesStrategies–– PlanPlan–– Best ValueBest Value–– PerformancePerformance--BasedBased

•• Designated RepDesignated Rep–– TrainingTraining–– RequirementsRequirements

•• Tech Tech EvalEval of COof CO


Integration ManagementIntegration Management

•• Earned ValueEarned Value•• Status ReportingStatus Reporting•• Configuration ManagementConfiguration Management•• Strategic Comprehensive SiteStrategic Comprehensive Site


•• Technical ManagementTechnical Management•• Controls ManagementControls Management

••Human ManagementHuman Management


Human ManagementHuman Management

•• Leadership / Team Leadership / Team BuildingBuilding

•• CommunicationCommunication

Leadership / Team BuildingLeadership / Team Building

•• Strategic PlanningStrategic Planning•• Writing a PlanWriting a Plan•• Effective Meeting Effective Meeting

FacilitationFacilitation•• SupervisionSupervision

•• Conflict ManagementConflict Management–– Stress DisagreementStress Disagreement–– Resolution Resolution

•• MotivationMotivation•• NegotiationNegotiation

–– StrategiesStrategies–– TechniquesTechniques


Communication ManagementCommunication Management

•• Technical WritingTechnical Writing–– Decision MemoDecision Memo–– Project Project ReptsRepts / Studies/ Studies

•• CommunicationCommunication–– InterpersonalInterpersonal–– Formal PresentationFormal Presentation–– Effective BriefingEffective Briefing

•• Assertiveness Assertiveness TechniquesTechniques

•• Lessons Learned / Lessons Learned / Knowledge MgmtKnowledge Mgmt

•• Implementing ChangeImplementing Change•• Strategic ThinkingStrategic Thinking•• Media RelationsMedia Relations

InterviewInterview

•• 77% participation (Corporate Projects & 77% participation (Corporate Projects & Customer Funded)Customer Funded)

•• 35 hours of oral interview data35 hours of oral interview data•• 125 oral ideas/comments125 oral ideas/comments•• 26% participation, 26% participation, DOEDOE’’ss PM AppraisePM Appraise


ResultsResults

•• 6 Group Gaps 6 Group Gaps IDID’’eded•• 21 Individual Gaps 21 Individual Gaps IDID’’eded•• 11 Additional Knowledge Areas 11 Additional Knowledge Areas IDID’’eded•• 21 Tools 21 Tools IDID’’eded•• 43 Process Comments43 Process Comments

Individual GapsIndividual Gaps

•• Decrease as one moves up in levelDecrease as one moves up in level•• Exception is at highest levelException is at highest level


Group GapsGroup Gaps

•• Order 413.3, PEP, Acquisition Plan (Corporate Order 413.3, PEP, Acquisition Plan (Corporate Projects)Projects)

•• Risk Management (all)Risk Management (all)•• PMP Certification (all)PMP Certification (all)•• Conflict/Stress (Corporate Projects)Conflict/Stress (Corporate Projects)•• Estimating/Contingency Mgmt (Customer Estimating/Contingency Mgmt (Customer

Funded)Funded)•• Formal Mentoring (all)Formal Mentoring (all)•• Certification (all)Certification (all)

PMAppraisePMAppraise ResultsResults

•• Corporate ProjectsCorporate Projects–– Lowest Lowest AvgAvg Score in Risk MgmtScore in Risk Mgmt–– Highest Highest AvgAvg Score in Cost MgmtScore in Cost Mgmt

•• Customer FundedCustomer Funded–– Lowest Lowest AvgAvg Score in Risk MgmtScore in Risk Mgmt–– Highest Highest AvgAvg Score in Communication Score in Communication

MgmtMgmt


Develop MatrixDevelop Matrix

•• Sandia Project Sandia Project Management Career Management Career Development Development Academy (SPMCDA)Academy (SPMCDA)

SPMCDASPMCDA

•• Hierarchical Hierarchical –– RoleRole--TaskTask--CompetencyCompetency•• Implementation Tools Linked to Implementation Tools Linked to

CompetenciesCompetencies


UNM BenchmarkingUNM BenchmarkingSPMCDA Model GapsSPMCDA Model Gaps•• EthicsEthics•• International Project ManagementInternational Project Management•• Productivity/Production ManagementProductivity/Production Management


Implementation PlanImplementation Plan

•• Deploy Immediate departmental trainingDeploy Immediate departmental training•• Develop Database to track PMDevelop Database to track PM’’s s •• Implement SPMCDA modelImplement SPMCDA model•• Create LongCreate Long--term alliancesterm alliances

SPMCDA Process for SPMCDA Process for DepartmentDepartment

Immediate Group Training for Departmental Gaps


Education/Training Education/Training Implemented to DateImplemented to Date•• SureTrakSureTrak•• PMP Certification (two sessions for PMP Certification (two sessions for

Corporate Projects)Corporate Projects)•• PM Fundamentals (for Customer Funded)PM Fundamentals (for Customer Funded)•• Started project controls group for Started project controls group for

Corporate ProjectsCorporate Projects

Education/TrainingEducation/TrainingAlliances to DateAlliances to Date•• A/EA/E’’ss•• AGCAGC•• DOEDOE•• GCGC’’ss•• PMIPMI•• SNL HR/IT & TEDS & MentoringSNL HR/IT & TEDS & Mentoring•• SuppliersSuppliers•• UNMUNM


Implementation PlanImplementation Plan

•• CostCost–– $300/day/student in class$300/day/student in class–– $50/half$50/half--day/student onday/student on--lineline

•• ScheduleSchedule–– ASTD recommends 62 hrs/yrASTD recommends 62 hrs/yr–– SNL = 48SNL = 48--52 hrs/yr52 hrs/yr–– CII = 35 hrs/yrCII = 35 hrs/yr–– DOE = 11 hrs/yrDOE = 11 hrs/yr

•• Tracking SystemTracking System

Competency Assessment ProcessCompetency Assessment Process

•• Course InputCourse Input•• Course Competency Assignment / Course Competency Assignment /

AssessmentAssessment•• SPMCDA Database LinkSPMCDA Database Link•• Assessment Score CalculationAssessment Score Calculation

Project Engineering Management - Ed Muzio Report.pdf · Project Engineering Management Deborah J....

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