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