Update Small Projects Group Facilities Division Capital Projects Team Meeting 14 July 2011 Glen...
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Transcript of Update Small Projects Group Facilities Division Capital Projects Team Meeting 14 July 2011 Glen...
Update
Small Projects Group
Facilities Division
Capital Projects Team Meeting14 July 2011
Glen Langstaff
Overview
Strategy
Vision – The Goals
The Project Process – The “How”
Current Trajectory
Summary
Strategy
• Re-engineer structure and processes to support LBNL & Fac Division goals
• Develop synergy with MRO, Engineering and our good friends in Capital Projects
• Integrated into Portfolio Management, supporting the UniCall process
• Smartly execute project decisions flowed down by senior LBNL leadership
Vision – The Goals
• Emphasis on up front planning
• Focus on requirements & risks
Threshold & Objective
• Predictability of project outcomes
• Consistency in project management
• Customer satisfaction
Vision (con’t)
• Need based estimating: ROM (see next slide) & Detailed
• Tin plated ($) vs. gold plated ($$$)
• Years in months, months in weeks, weeks in days, days in hours
• Lower cost of doing business with improved quality of delivered service
Vision - ROMs• $ range ROM within 1-2 days at no cost
• Concept provided:
The Project Process – The “How”
Customer Opportunity
Identified-UniCall
-Customer Request-Discovery
-Lab Initiative-Self Initiated
Register Project with Portfolio Mgr & Open Project ID
PM / Initial SME’s
Identified in Resource Pool
Create GO / NO GO ROM Estimate If Requested
Initial Clarification of Project,
Customer, Scope
Initial Research to Prepare for Customer Meeting
Initial Project Definition Meeting w/Customer
-Define Project-Draft Requirements
-ID Risks-Draft Schedule-ID Stakeholders
-Customer Priority
Create ProjectSchedule w/
Initial Resource Loading
Resource Pool Collaboration with Master Planning & Project Prioritized
Create Project
Workbook
Final Project Definition Meeting w/Customer
-SOW & Budget-Sys Reqmts Review-Risks/Contingencies
-Schedule-Resource Alloc.
Release of Resources from Resource Pool
Prepare Class 3 Estimate,
Depending on Customer /
Mgmt Needs
Enter Risks into SPG&E
Risk Register
Create Project Requirements Register and
Annotate Owners of Each
Update Project Workbook w/Forecast and
Metrics
Project Kick Off Meeting w/Customer & Stakeholders
Project Funding
Requested & Received
Project Management-Monitoring
-Control-Reporting
Release of Contingency
Funds
Project Kick Off Meeting w/
Subcontractors
Portf
olio
Man
agem
ent -
Wor
k Fo
r Oth
ers F
low
Design Approach Vetting & Early
A&E If Req’d(Sys Requirements Review Checklist)
Management Areas· Formal Design· Budget· Requirements; scope increases require approval· Risks; coordinated by Risk Mgmt Board· Contingency funds, tying to Risks· Schedule· Resources· Verification of adherence to safety requirements· Customer satisfaction in weekly coordination meetings· Project metrics· Weekly internal report out of high / medium risks· Monthly internal budget reviews· Monthly external report out of project status to Customers
and Stakeholders
Confirmation That All Risks are Closed to
Permit Project Closure
Confirmation of Completion of All
Threshold Requirements to
Permit Project Closure
Project Close Out, Release of Liens,
Release of Remaining Contingency Funds
Customer & Stakeholder
Sign Off
Review Estimate & Revise / Re-
categorize Requirements
Opportunity Identified Project Definition / Planning
Design Estimating Project Launch
Project CloseoutA&E / Construction
June 2, 2011 C = Collaboration Opportunity
C C C C
C CCCC
C C C C
I -1/ 3I -2/ 3
I -1/ 3
I -1/ 3 I -1/ 2
I III -1/ 3
I
I -1/ 3 = Initiative – Current Phase/Total Phases
I II
= Completion Speedometer V4
Current Trajectory
• Collaboration engineered into the process
• Requirements management: In Phase 2/3
• Risk management: In Phase 1/3
• Financial management: In Phase 1/2
• Cost estimating – (2) Types: In Phase 1/3
• Design vetting and reviews
• Portfolio management
SummaryDefine the customer’s need < the solution and
detailed estimate
Plan, plan and then plan = predictability, consistency, and meeting the customer’s needs
Tools for successful project management
Request early collaboration with DBC to identify future projects
Questions?