062016 introduction to project management_final tfakner
TRANSCRIPT
Project Construction Management
INTRODUCTION / REFERENCE Inception to Completion
Thomas J Fakner, CCM Senior Project Manager
Swinerton Management & Consulting SMC Co-Learning 2016 June 20
LEARNING OBJECTIVES
The “Basics” of Project Construction
Management – Inception to Completion
Leadership – The impacts on effective
and efficient project deliveries
Risk – The inherent “White Elephant” of
our profession; How do we mitigate?
Relationships - The significance of
building and the consequences of
tarnishing them!
SMC Co-Learning 2016 June 20
BASICS (Definitions)
Program Management;
The principle of professional construction management
practices applied to a capital improvement program of one
or more project types with multiple location sites focused on
key elements of the process that include Governance,
Umbrella Management, Financial Management/Controls,
MIS Global Infrastructure, and Planning on Multiple Levels
and with Competing Goals.
Project Management;
The use of integrated Phases of and procedures applied to
a project site and the multiple construction types associated
with delivering the project from inception to completion.
Construction Management;
The use of defined sub systems within the integrative
delivery process utilizing the SOP’s and technical
competencies to deliver projects.
SMC Co-Learning 2016 June 20
Leadership
Relationships
Risk
Contracts
Scope
Cost
Time
Quality
Sustainability
Safety
STANDARDS OF PRACTICE
(Common Threads)
SMC Co-Learning 2016 June 20
Project Elements (3 Legged Stool Theory)
Contractual (Legal)
Administrative
Technical
The 5 “C” of PPC Management
Communication
Cooperation
Consistency
Completeness
Compatibility
Project Phases
Business Development/Marketing
Program / Planning
Pre-Design / Design
Pre-Construction
Procurement
Execution (Construction)
Activation / Occupancy
Closeout
Post Construction / Warranty
BASICS
SMC Co-Learning 2016 June 20
BASICS
Project Processes
Initiating (Marketing/Programming)
Planning (Acquisitions/Professional Services)
Designing
Executing
Monitoring
Controlling (Guiding)
Closing
Precedence of Documents
1. Code
2. Specifications
3. Submittals
4. Shop Drawings
5. Structural
6. MEP
7. Architectural
Project Schedules
Preliminary
Baseline
Progress
Look Ahead
Recovery
Schedule Maintenance Review
SMC Co-Learning 2016 June 20
Construction Management Plan Project Description / Documents
Project Directory and Organizational Chart
Roles and Responsibilities
Protocol; Policy; Procedure;
MIS
Risk Plan
Design Management Plan
Cost Management Plan
Schedule Management Approach
Procurement Plan
Quality Management Approach
Communications Plan
Site Mobilization and Utilization Plan
Transition Plan
Site Specific Safety Plan
Closeout Approach
Infectious Disease Control Plan
Medical Equipment Plan
Project Controls
RFI Process and Log
Schedule Maintenance Review (SMR)
Submittal Process and Log
Issues Log
Communications Procedures and Log
Conversation Record
Payment Application Process / Log
Invoice Process / Log
Change Modification Process / Log
Inspection Request Procedure / Log
Email management using the practice of
“Inbox Zero” technique
Quality starts day one and involves
information categorizing and document
control
The MIS - aids in Verbal, Written,
Electronic, and Visual (white board)
communications
To Be Successful
Take Ownership
Clarity in your Work Product
Be Consistent
Trust / Verify
Build and Maintain Relationships
BASICS
Closeout Phase Components
Begins when the Project starts
Consolidation of Project files
As-Build” Documents
Beneficial Occupancy
Completion
Testing and Inspection Affidavits
Warranty Management transfer
Final permits
Commissioning
O&M’s
Claims Resolution
Project Audit
Closeout Post Mortems
Occupancy
Final Acceptance
Business Development and Marketing
Reliance on Dependent and Independent
Variables
Client Assessment
Organization – Culture
Type of Organization – top down / bottom
up
Financial Stability
Resource Skill Sets
History
SMC Co-Learning 2016 June 20
Key Characteristics of Leadership
Motivator
Communicator
Ability to build, nurture, manage relationships
Ability to resolve conflict
LEADERSHIP
SMC Co-Learning 2016 June 20
What is Leadership? Varied Translations!
The ability to interpret human behavior for the
purpose of channel the strengths while shoring
the weaknesses of the individual to energize the
Team to successfully deliver the project(s).
The ability to understand a project’s integrating
process nuisances' and the impacting outcomes.
The ability to realize individuals when positioned
to succeed will deliver the metrics of success.
The ability to institute a culture of flexibility as the
delivery process absorbs and adapts to project
change conditions.
The ability to unite the Team with focus toward a
common objective..
The ability to keep purpose, goals, and approach
relevant and meaningful.
Directive Style vs. Delegative Approach
Successful Organizations
Balance Leadership; Training; Equipment;
Communications
Teaming must rely on the ability of the Leader to
create a culture from multiple cultures
Significance
Leaders Care
Leaders Engage
Leaders Initiate
Leaders Collaborate
Leaders Mentor
Leaders Achieve
Lack of Leadership has a profound affect on the
cost, schedule, and quality of the project
Solid Leadership establishes an environment for
success
LEADERSHIP
SMC Co-Learning 2016 June 20
RISK
Definition
Risk Management: Assessing and identifying under all
circumstances the level of exposure and risk to the Owner and
Project throughout the life cycle of the Project.
Key Statements Concerning Risk Allocation
Identify, Quantify, Analysis
Understand your Owners ability to burden the Risk and be
positioned to manage it
All Risk should be allocated to create a better working relationship
Implementation of Risk allocation - CM must assign Risk to the
party most suitable to control and burden that Risk.
The CM is responsible to immediately release written
recommendations to minimize or eliminate the identified Risk.
It is in the Owners best interest to accept the Risk when no other
Party can control the Risk or burden the cost
Mitigation of Risk / Issues by educating followed by facilitation of
the chosen mitigating measure(s)
Consider the use of a Risk Register to facilitate recognition of risk
Dispute Resolution involves mitigating issues using the techniques of
Mediation, Arbitration and Litigation. Typically the Party will Deny, Delay,
then Sue. Establish yourself as an Authoritative Figure. Build trust and
confidence of yourself within those in dispute to better negotiate
settlements avoiding impacts to the project.
SMC Co-Learning 2016 June 20
RELATIONSHIPS
Establish By Espousing
Trust
Confidence
Dependability
Reliability
Responsibility
Respect
Key Statements
Delivering a Project under budget and on time are
still important deciding factors but ground has
been gained by building and maintaining
Relationships.
Relationships are building blocks for all
Community organizing activities.
Be perceived a someone to contributes rather
than takes
Lost relationships is a loss of assets,
opportunities, and allies
Relationship loss can have a market rippling
impact detrimental to growing business and
attracting skilled and experienced resources
SMC Co-Learning 2016 June 20
Why Build and Maintain Relationships
Gives meaning and richness to work and our lives
Grow our Community to increase our connection within the market
Build a circle of Allies
PROJECT EXAMPLE No 01
Project - ESUHSD Santa Teresa High School Building
100 Replacement HVAC Unit A-2:
Description – Building 100 on the campus is home to
the Library and Photography Classroom/Lab. Space
conditioning was poor to non existent. Objective
‘Replace “In Like Kind” a 5ton HVAC Multi Zone Unit.
How long of a process in time do you believe it
took to delivery and closeout this project?
What is your Approach and Methodology to
develop and delivery this project?
Inception to Completion PRACTICAL APPLICATION
SLVHS 2016 April 15