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2/26/2016 1 Proactive Project Management: Managing Beyond the Obvious Session R1.45 – Thursday, 24 March 2016, 9:00 am to 9:50 am, Room 345 Presented by David S. Slick, PE Joseph D. Rogers, PE Keith B. Nelson, PE (CA) Simpson Gumpertz & Heger Inc. Proactive project management in the design and construction environment includes diligent control of such basics as schedule and budget. Successful project managers also keep close tabs on internal employee activities, as well as the progress of external team members, while managing the expectations of the Owner. This presentation is an informative study that reviews the basic tenets of project management as applied to several projects, then delves deeper into the less obvious factors that can complicate or even derail project completion. The presenters will discuss their implementation of proactive project management techniques during the design and construction process, will cite specific examples from several challenging projects, and will augment this presentation by intertwining visually interesting subject matter into the discussion. Abstract At the end of this presentation, participants will be able to: 1. Understand the importance of managing project schedule and budget. 2. Recognize the less obvious factors that can complicate or even derail project completion. 3. Identify management techniques to unify team collaboration. 4. Show that there is no substitute for persistence and determination to meet challenging project intricacies while never losing site of the project goal. Learning Objectives

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Page 1: NFM&T - R1.45 Proactive PM - Managing Beyond the Obvious ...Managing Beyond the Obvious Session R1.45 – Thursday, 24 March 2016, 9:00 am to 9:50 am, Room 345 Presented by David S

2/26/2016

1

Proactive Project Management:Managing Beyond the Obvious

Session R1.45 – Thursday, 24 March 2016, 9:00 am to 9:50 am, Room 345

Presented by

David S. Slick, PE

Joseph D. Rogers, PE

Keith B. Nelson, PE (CA)

Simpson Gumpertz & Heger Inc.

Proactive project management in the design and constructionenvironment includes diligent control of such basics as scheduleand budget. Successful project managers also keep close tabs oninternal employee activities, as well as the progress of externalteam members, while managing the expectations of the Owner.This presentation is an informative study that reviews the basictenets of project management as applied to several projects,then delves deeper into the less obvious factors that cancomplicate or even derail project completion. The presenterswill discuss their implementation of proactive projectmanagement techniques during the design and constructionprocess, will cite specific examples from several challengingprojects, and will augment this presentation by intertwiningvisually interesting subject matter into the discussion.

Abstract

At the end of this presentation, participants will be able to:

1. Understand the importance of managing projectschedule and budget.

2. Recognize the less obvious factors that cancomplicate or even derail project completion.

3. Identify management techniques to unify teamcollaboration.

4. Show that there is no substitute for persistence anddetermination to meet challenging project intricacieswhile never losing site of the project goal.

Learning Objectives

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What’s the point ?

• Many construction claim$ result from:

– Conflicting expectations• Client goals and objectives

• Contract documents

– Poor communication• Forum for open dialog

• Accuracy

– Lack of leadership• Responsibility

• Responsiveness

• The Proactive Project Manager

• Monitor Construction Progress – Schedule vs. Budget

• Construction Phase Services – A Few Highlights

• Case Study – Towson United Methodist Church TowerRehabilitation

Presentation Outline

Proactive Project Management

• The Project Manager– Leadership

• Authority and responsibility

• Liaison

• Supervisor

• Mentor

• Resolve conflicts

• Negotiator

– Management• Style

– Positive personality

– Can-do attitude

– Organized

• Risk allocation

• Allocate resources

• Communications– Monitor project information

– Disseminate project information

– Clarity

– Accuracy

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You’ve Heard Some of the Clichés

Nike: “Just do it”

Don Beall: “Get it done!”

• The Project Manager– Leadership

• Authority and responsibility

• Liaison

• Supervisor

• Mentor

• Resolve conflicts

• Negotiator

– Management• Style

– Positive personality

– Can-do attitude

– Organized

• Risk allocation

• Allocate resources

• Communications– Monitor project information

– Disseminate project information

– Clarity

– Accuracy

Proactive Project Management

“Stand in Front”

Gus Hochrein

and the

Roper Diving Cart

Story

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• The Project Manager– Leadership

• Authority and responsibility

• Liaison

• Supervisor

• Mentor

• Resolve conflicts

• Negotiator

– Management• Style

– Positive personality

– Can-do attitude

– Organized

• Risk allocation

• Allocate resources

• Communications– Monitor project information

– Disseminate project information

– Clarity

– Accuracy

Proactive Project Management

The Owner’s Nightmare

The Engineer

versus

The Contractor

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• The Project Manager– Leadership

• Authority and responsibility

• Liaison

• Supervisor

• Mentor

• Resolve conflicts

• Negotiator

– Management• Style

– Positive personality

– Can-do attitude

– Organized

• Risk allocation

• Allocate resources

• Communications– Monitor project information

– Disseminate project information

– Clarity

– Accuracy

Proactive Project Management

Be Positive

• Your personality will be the mood of the job

• Frank Bell: “Management by 2x4 doesn’t work”

• Turn criticism into assistance

– “I need it now!” vs. “When will it be complete?”

– “How can I help you do your job better?”

– “What tools do you need to do your job better?”

• The Project Manager– Leadership

• Authority and responsibility

• Liaison

• Supervisor

• Mentor

• Resolve conflicts

• Negotiator

– Management• Style

– Positive personality

– Can-do attitude

– Organized

• Risk allocation

• Allocate resources

• Communications– Monitor project information

– Disseminate project information

– Clarity

– Accuracy

Proactive Project Management

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Calvert vs. Ronald Reagan

The

Indiana Limestone

Story

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• The Project Manager– Leadership

• Authority and responsibility

• Liaison

• Supervisor

• Mentor

• Resolve conflicts

• Negotiator

– Management• Style

– Positive personality

– Can-do attitude

– Organized

• Risk allocation

• Allocate resources

• Communications– Monitor project information

– Disseminate project information

– Clarity

– Accuracy

Proactive Project Management

Be Organized

• Contract

• Change orders

• Requests for information

• Correspondence

• Meeting minutes

• Schedule

• Field notes/trip reports

• Photos

• Payment requisitions

• Budget

• The Project Manager– Leadership

• Authority and responsibility

• Liaison

• Supervisor

• Mentor

• Resolve conflicts

• Negotiator

– Management• Style

– Positive personality

– Can-do attitude

– Organized

• Risk allocation

• Allocate resources

• Communications– Monitor project information

– Disseminate project information

– Clarity

– Accuracy

Proactive Project Management

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Deal With It Now !

Joe Russell:

“Manage the downside risk”

• The Project Manager– Leadership

• Authority and responsibility

• Liaison

• Supervisor

• Mentor

• Resolve conflicts

• Negotiator

– Management• Style

– Positive personality

– Can-do attitude

– Organized

• Risk allocation

• Allocate resources

• Communications– Monitor project information

– Disseminate project information

– Clarity

– Accuracy

Proactive Project Management

Be Clear When Communicating

“We discussed the orientation of the jamb flashingat punched window openings. A flashing is desiredat the jambs to provide a back-up waterproofingsystem behind the exterior sealant joint. Aftermuch discussion, we decided on the jamb flashingdetail.”

VERSUS

“We decided on the orientation of the punchedwindow jamb flashing. The flashing at sill/jambintersections is discontinuous, because the sillflashing extends to the back of the window, and thejamb flashing stops at the window attachmentangle.”

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“The vapor barrier has been laid out in theareas of the mock-up where pours will takeplace tomorrow, and in a few of the officeareas.”

VERSUS

“The vapor barrier was installed in the mock-up area at the east side of the warehouse, andin some of the office areas. The mock-upconcrete pour is scheduled for tomorrow.”

Be Clear When Communicating

• The Project Manager– Leadership

• Authority and responsibility

• Liaison

• Supervisor

• Mentor

• Resolve conflicts

• Negotiator

– Management• Style

– Positive personality

– Can-do attitude

– Organized

• Risk allocation

• Allocate resources

• Communications– Monitor project information

– Disseminate project information

– Clarity

– Accuracy

Proactive Project Management

Be Accurate !You May Have to Defend Yourself

• What occurred:Control joints were cut in a concrete slab several hours after it was poured. Some of

the edges of the control joints raveled during the cutting process (were not perfectlysquare).

• What was asked:“Do the contract specifications address raveling?”

• The answer that was given:“Control joint raveling is addressed by the application of flexible joint sealer in the

control joints prior to the installation of the floor coating system.”

• What was reported in the meeting minutes:“The control joints will have to be repaired prior to the installation of the floor coating.”

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Monitor Construction Progress

• Construction Schedule– Identifies logical sequence of work

– Identifies responsibilities and client requirements

– Identifies critical activities

– Provides means to coordinate subcontractors

– Tracks project progress

– Provides means to track payments vs. resources

– Provides means to manage cash flow

– Provides means to manage and allocate risk

– Documents delays• Compensable (Time, Cost, Time and cost)

• Non-compensable

– Demonstrates impact

– General contractor’s schedule vs. project schedule

• Project Budget

– Estimate to complete

• Assigns a value to risk

• Three aspects

– Actual to date (ATD)

– Estimate to complete (ETC)

– Estimate at completion (EAC)

Monitor Construction Progress

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The Pat Knapp Story

Patrick Knapp:

Former Head Coach

of

Georgetown University’s

Women’s Basketball Team

• Mock-ups– Product selection validation

– Performance testing

– Allows Contractor the opportunity perform the work

– Gives manufacturers opportunity to assist Contractor

– Allows Engineer/Architect to assess work performance

– Allows Owner to assess visual impact of work

Construction Phase Services

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• Observation of the work– Familiarity with contract documents

– Thoroughness

– Correction of work

– Safety

Construction Phase Services

Check and Check Again !

The

Baltimore Metro

Portal Invert Rebar

Story

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Construction Phase Services

• Progress meetings– Attendees

– Review prior meeting minutes

– Record of activities and discussions

– Occupant communication• Notification of work locations

• Occupant issues and feedback

• Public relations– Project information

– Progress

– Review updated schedule

– Identify items with potential budget implications

Progress Meeting Rule #1

Frank Bell:

“You’re invited until you’re un-invited;

lack of attendance is no excuse

for not being aware of something”

4 March 2013 51

Case Study – Towson United MethodistChurch Tower Rehabilitation

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• Introduction

• Background and Investigation

• Rehabilitation

• Summary

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Case Study – Towson United MethodistChurch Tower Rehabilitation

• Needs:– Stop the Leaks

• Primary Options– Option 1 – Reroof; Coat and Seal

• High Risk of Continued Leakage

• Maintenance Nightmare

– Option 2 – Convert to Cavity Wall

• Long Term Fix

• Expensive

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Case Study – Towson United MethodistChurch Tower Rehabilitation

• Shortcomings:– Mass Masonry; No redundancy

– Reliant on mortar/sealant joints

• Leakage at deteriorated precast andfailed metal roofing joints

• Lack of functional watermanagement

• Little to no maintenance performed

54

Case Study – Towson United MethodistChurch Tower Rehabilitation

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• Owner’s Priorities1. “50 year” solution

2. Low maintenance

3. Low tolerance forleakage

4. Long-term investment

55

Case Study – Towson United MethodistChurch Tower Rehabilitation

• Value– Redundancy

56

Tower Remediation

Case Study – Towson United MethodistChurch Tower Rehabilitation

• Takeaways– Investigation Findings

Determined Needs/Wants/ValueOptions

– Tolerance for leakage droveapproach

– Interior redundant roof

57

Case Study – Towson United MethodistChurch Tower Rehabilitation

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• Introduction

• Background and Investigation

• Rehabilitation

• Summary

58

Case Study – Towson United MethodistChurch Tower Rehabilitation

Background

• Completed in 1956

• Precast concretepanels and brick /CMU masonry infillover structural steelat Tower

59

• Series of stepped metalroofs and precast panel walls

– Precast panels arecladding and roof decksover steel framing

• Large wood windows

• Interior roof (“Redundancy”)

60

Background

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Background

61

• Deterioration of finishes atoffice below Tower

Background

62

• Staining at Tower Room

Background

63

• Staining at interior of Tower

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Background

4 March 2013 64

• Leaks at classroom east ofTower

• Staining/Deteriorated roofdeck in attic south of Tower

• Staining on stair ceiling on eastside of Tower

Investigation – Construction

65

Investigation – Construction

66

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Investigation –Survey of Metal Roofing

67

Investigation –Survey of Precast Panels

68

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Investigation –Survey of Precast Panels

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Investigation –Survey of Wood-Framed Windows

70

Investigation –Tower Base to Roof

71

Investigation –Water Testing

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Investigation –Water Testing

74

Investigation –Water Testing

75

Investigation –Water Testing

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Investigation - Summary

• Everything Leaks

• Leakage is deteriorating interior finishes, cast stonepanels and anchorages, and structural steel

• Maintenance and Repairs Necessary:– Painting of windows, repointing of cast stones,

replacement of sealants, and maintenance of metal roofing

– Likely large energy losses through Tower (Chimney Effect)

• Significant work must be done to address leakage

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• Introduction

• Background and Investigation

• Rehabilitation

• Summary

77

Case Study – Towson United MethodistChurch Tower Rehabilitation

Rehabilitation

78

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Rehabilitation

79

Rehabilitation

80

Rehabilitation

81

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Rehabilitation

82

Rehabilitation

83

Rehabilitation

84

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Rehabilitation –Cell Phone Antennas

85

Rehabilitation

86

• Introduction

• Background and Investigation

• Rehabilitation

• Summary

87

Case Study – Towson United MethodistChurch Tower Rehabilitation

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Summary

• Think outside the box

• Bring new technology tosustain vs. replace

• Keep your eyes open

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Proactive Project Management

• Conclusion– Rewarding

– Sense of accomplishment

– Be in control

– Guaranteed business success

1. Proactively managing project schedule and budget areimportant in order to successfully meet overall projectdelivery expectations. True False

2. Even the most apparently minor factor can have adramatic negative effect on project delivery if notproactively managed. True False

3. Team collaboration and communication is a good practice,but should be minimized in order to maximize projectprofitability. True False

4. Proactive coordination of challenging project intricacies isimportant to achieve the project goal. True False

Learning Assessment Questions

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Proactive Project Management:Managing Beyond the Obvious

Session R1.45 – Thursday, 24 March 2016, 9:00 am to 9:50 am, Room 345

Presented by

David S. Slick, PE

Joseph D. Rogers, PE

Keith B. Nelson, PE (CA)

Simpson Gumpertz & Heger Inc.