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Qualification & Training ofQualification & Training ofWork PlannersWork Planners
Steven K. LittleWork Control Department Manager
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Topics if Discussion• Typical Planner “Myths”
• NNSA Approach to Training & Qualification
• Y-12 Improvements
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What is a Planner?• Computer expert• Craft – generally an expert in all trades• Industrial hygienist• Occupational safety specialist• System and design engineer• Quality assurance expert• Health physicist• Nuclear safety engineer• Procurement specialist• Procedure writer• Rocket scientist• Babysitter• Project/Task manager & supervisor• Juggler
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Why do we need Planners?• Requirements & Drivers• Best practice• Improve scope definitions• Create work instructions• Improve field work efficiency• Increased demand for rigor and formality• Mentor process change• Single point of contact• Analyze and report information
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Work Control Process
Submit Work Request
REQUESTOR
Authorized PLAN
· Planning· Engineering· ES&H· QA· Materials/
Supplies· Walkdowns· JHA· Coordination· Estimating· Scheduling· Lessons-
Learned· Nuclear Safety/
DSAs· et al
LESSONSLEARNEDANALYSIS
PLANNER
Schedule
Perform Work
Work Release & Authorization
SCHEDULER SHIFT MGR
WORKER
Post Job Review
SUPERVISOR
NO
YES
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PLANNING ≠ PLANNER
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What is a Planner? - Really• An expert on the Work Control Process• Someone with craft or engineering/technical
background• A skilled facilitator• A non-exempt hourly or junior exempt
employee
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Why Do We Need Planners – Really?• Develop the “safety envelope” for the specified
scope focused on the worker performing the work safely.
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Why Do We Need Planners – Really?• Develop the “safety envelope” for the specified
scope focused on the worker performing the work safely.
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NNSA Commitment #23 Path Forward• Initial workshop in October, 2004 identified
issue of concern.• T&Q of Planners a major subject in July 2005
workshop• NNSA working group drafted criteria in
November 2005• Criteria validated by EFCOG Work
Management subgroup• NNSA issued criteria as an expectation for
Commitment #23 closure.
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NNSA Planner Definition• A work planner is anyone who, as a part of planning
activity level work, performs the following functions:– ensures that the scope of work being performed is adequately
defined;– confirms that hazards associated with the work and the work
environment have been identified and analyzed to determine the controls that must be implemented to ensure worker safety;
– determines applicable work process requirements (i.e., applies the appropriate graded approach for the work being planned);
– breaks down work activities into discrete steps/tasks;– establishes acceptance criteria for work performed;– develops technical work documents;– and provides input to the scheduling process (sequencing and
timing, and resources such as personnel, tools, materials, support, training, etc.).
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NNSA Planner T&Q Expectations• Work planners are expected to be trained and qualified
in the following areas:– Integrated Safety Management (ISM) Core Functions and
Guiding Principles, and Quality Assurance Criteria;– The roles, responsibilities, authorities, and accountabilities of
interfacing organizations;– Applicable work management system(s) - i.e., types of work
performed, processes used, tools, software, work package content, how to apply lessons learned, etc.;
– Hazard Identification and Analysis, and how to incorporate controls into work instructions;
– How to apply applicable requirements, standards, permits, regulations, etc. to work planning (includes use of subject matter experts and system engineers);
– How and When to Conduct Walk-downs; and– Effective Communications and Technical Writing.
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Planner RestructuringPROJECT PLANNINGTASK PLANNINGDISPATCHED WORKPLANNING SUPVWMC
§Validate Scope§Material (if
needed)
ProjectPlanning?
Plan Work Order§Scope§AJHA§Detailed Work
Steps§Estimate§Material§Permit(s) Plan Work Order
§Scope§AJHA§Detailed Work
Steps§Estimate§Material§Permit(s)§Project Task
Assembly§Project Oversight
NO
YES
Work Coordinator Technical Experience Degreed Engineer
Weekly Employee Monthly Employee
Generate Work Order
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Developmental Goals
Expectations &Drivers Planner
Acad
emic
Appr
oach
Tech
nica
lAp
proa
ch
DOE Site Industry Roles Responsibilitie
sTrain to: Process Requirements Rules & regulations Career path
Technical & Administrative
Train to: Process Requirements Rules & regulations Career path
Hands-on / Field Experience
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Planner ProgressionLEVEL 1 LEVEL 2 MANAGEMENT TECHNICAL OTHER MGT. OTHER TECH.
TaskPlanner
Project Planner
Work Coordinator
Planning Supervisor
Maintenance Supervisor
Other FI&S Supervisor
Maintenance Engineer
Work Window Manager
Design Engineer
Systems Engineer
Construction Engineer
Planning Section
Manager
Work Control
Dept. Mgr.
WMC Section
Manager
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Formal Qualification Process
Project Planner Training / Qualification
Portfolio
Candidate's Name:
Badge #:
All requirements are complete and the candidate is qualified to perform all functions as: PROJECT PLANNER
Planning Manager Signature Date
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Qualification Focus Areas• ISM functions and principles• Facilitation techniques• Hazard identification and analysis• Technical writing• Procurement of material and services• Work Control process, including R2A2 of all personnel
involved• Technical training, including interfaces with
maintenance crafts• Verification of performance through:
– Classroom training– Field Training, including OJT– Oral boards– Completion of practical exercises
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QUESTIONS?