Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a...

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Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life, FSAVE, CPF 2012 CSVA Annual Conference October 2012 Calgary, AB

Transcript of Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a...

Page 1: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Using Value Planning as a

Project Consultation Tool

Exploring the VM Toolkit

David Wilson, P.Eng., CVS-Life, FSAVE, CPF 2012 CSVA Annual Conference – October 2012 Calgary, AB

Page 2: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Today’s Presentation…

Three Aspects:

managing approval

risks

empowering

constituents

doing the right project!

Improve the Value of Your Planning Dollar!

Page 3: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Typical Planning Process

Public

Meeting

Public

Meeting

Initial Public

Notice

Data Collection

and Assessment

Problem

Identification

Develop

Alternatives

Evaluate Alt./

Select Alternative

Finalize

Concept

Approve

Project

Submit Report for

Approval Public

Review

Investigative Studies/Reports

Page 4: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Planning Process

Planning process is based on

scientific method

Environmental Assessment

– Public

– Agencies

Page 5: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Confidence:

The feeling you have

the moment before you realize

the situation you’re really in.

Hanks Lees, Burlington Northern 1993

Page 6: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Planning Needs

Highway 8

Bullock’sCorners

Page 7: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

The Right Planning Solution!

Bullock’s Corners

Hwy. 8 Cemetery

Heritage Features

H

H H

H

H

H

Trees & Fences

Page 8: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

There goes the neighbourhood.

“And they’re turning

Bullock’s Corners into

a mini-cloverleaf.”

Save Our Bullock’s -

SOB for short!

Page 9: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

What Happened?

Right project solving right problem?

Recognize stakeholder needs for

acceptance?

Failed to learn from previous studies?

Page 10: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Value Planning Overview

Value Planning

– applying VM very early in

project development

Powerful

communications tool

Working directly

– Public

– Stakeholders

Page 11: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Influencing the Outcome

Opport

unity for

Change

Project Phase (Life Cycle)

Planning

& Design

Standards

and Policy

Mtce. and Ops.

Construction

Page 12: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Benefits and Challenges

Involves real decisionmakers

before commitments made

– proactive versus reactive role

– non-technical participants

Interactive exchange

– listening

– expectations/sensitivities

Begins buy-in process

– part of the solution

Page 13: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Value Planning

Four objectives:

– share/obtain

information

– finalize problem or

opportunity statement

– project sensitivities

and expectations

– project opportunities

Page 14: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Examples

Infrastructure Master Plan

Land Use Secondary Plan

Bridge Project

Building Project

Roadway Project

Page 15: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Underground Infrastructure Master Plan

City of

Lethbridge

+2,000

+2,000

+6,000

+10,000

Growth:

– 70,000 (Existing) – Adding 20,000

$91M Master Plan

– Water

– Storm

– Sanitary

Page 16: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Underground Infrastructure Master Plan

Excess

Infrastructure

– water tower

– $1M to remove

Page 17: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Milton Master Plan/Secondary Plan

Need &

Justification

Problem

Statement Safety Review

Operations Review

Infrastructure Review

Value Planning

Workshop

We are here

Page 18: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Milton Master Plan/Secondary Plan

Balanced Response

Maximum Response

Goods Movement

Schedule

Capital Cost

Environmental Impacts Flexibility

for the Future

Economic Development

Community Expectations

Safety

Transit

Minimum Response

Level of Service

O&M Cost

Urban

Design

Alternate Modes

DESIRABLE

BASELINE

Page 19: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Case Study - Interprovincial Bridge

Page 20: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Case Study - Interprovincial Bridge

VP Sessions

– 3 corridors

– 2 team leaders

– 6 sessions

Techniques

– functional

confirmation

– sandbox sessions

– engagement survey

Page 21: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Case Study – Vauxhall Schools

Schools in need

– 50% utilized

– deteriorating

– unique learning needs

Expectations

– two new schools

– at least same size

Provincial policy

– one new K-12 school

– 6,300 m2

Page 22: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Case Study – Vauxhall Schools

Elementary School

High School

Page 23: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Case Study - Kennedy Road

Page 24: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Case Study - Kennedy Road

Page 25: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Case Study - Kennedy Road

Page 26: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Case Study - Kennedy Road

Page 27: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Case Study - Kennedy Road

Page 28: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Case Study - Kennedy Road

Satisfy

Users

Ensure

Safe Access

Accommodate

Pedestrians

Reduce

Delay

Limit

Prop. Impacts

Protect

Cemeteries

Satisfy

Stakeholders

Enhance

Safety

Accommodate

Growth

Move

People/Goods

Convey

Drainage

Page 29: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Case Study - Kennedy Road

Page 30: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Case Study - Kennedy Road

Page 31: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Case Study – Kennedy Road

Page 32: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Tips, Tricks, and Traps

Early as possible

Public sessions – manage access

Create listening time

Avoid over-presenting; process overload

Page 33: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Tips, Tricks, and Traps

Plan for delays

High-level functionality

Recognize their expertise

Page 34: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Today’s Presentation…

Three Aspects:

managing approval

risks

empowering

constituents

doing the right project!

Improve the Value of Your Planning Dollar!

Page 35: Using Value Planning as a Project Consultation Tool · 2012-11-01 · Using Value Planning as a Project Consultation Tool Exploring the VM Toolkit David Wilson, P.Eng., CVS-Life,

Contact

David C. Wilson, P.Eng., CVS-Life, FSAVE, CPF

President NCE Value Engineers Inc.

2800 Fourteenth Avenue, Suite 406

Markham, ON, L3R 0E4

T 905.943.4443

F 905.943.4449

[email protected]