roadmap to world class project controls pp

Career PathTraining

Certifications

Planning Planet Project Controls Zone

“A Roadmap to World Class Project Controls”

By

Chris Carson, PSP, CCM, PMPChris 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 CMAA’s 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

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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

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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

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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

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� 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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construction projects is change orders.”

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� Steve Pinnell, PE, of Pinnell/Busch, Inc. 2004 Survey

� “Risk Assessment and Best Practices in Scheduling”

� Major causes of changes (as surveyed by Contractors)

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� 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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� Owner &/or project delays – total 91% by Contractors


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� Contractor responsible delay – total 9% by Contractors



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� Steve Pinnell, PE, of Pinnell/Busch, Inc. 2004 Survey


� Major causes of changes – (as surveyed by Owners)

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� Major causes of changes – (as surveyed by Owners)








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� Owner &/or project delays – total 82% by Owners


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� Contractor responsible delay – total 18% by Owners



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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

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� 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

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� 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

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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

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� 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

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� 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

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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

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� 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; BP&G 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

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� 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

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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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� Career Path � Focused by discipline

� Contract Administration/Document Control� Cost Estimating� Planning and Scheduling


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� 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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Career PathTraining

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Planning Planet Career Paths

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Career PathTraining

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� Planners Users’ Guide - due out late this year� Planning & Scheduling Best Practices Body of

Knowledge� Other disciplines under development


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� 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/Project 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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� The Accreditation Scheme

� Will provide certification of achievement for steps along the career path

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� 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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� 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

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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

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Valuable for practitioners and employers

� This is truly the roadmap to the world class projects controls we’ve all envisioned!

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roadmap to world class project controls pp

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