Project Planning : Assembling a Mortenson “Integrated Work Plan”

1. Project Planning: Assembling a Mortenson “Integrated Work Plan”

2. Project Planning “A plan that is not written down is only an idea.” Greg Knutson Mortenson want plans with great ideas. Not just ideas.

3. 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.

4. 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.

5. Project Planning Project Planning Steps • Assemble the TOOLS • UNDERSTAND the project • Determine COMMUNICATION requirements • DEVELOP the Plan • COMMUNICATE the Plan • IMPLEMENT & UP-DATE the Plan • EVALUATE the results

6. Project Planning Planning Tools • Operations Manual • Contract Documents (Plans & Specs) • Project Schedule • Project Phasing Requirements • Governing Agency Requirements • Mortenson Zero Injury Manual Mobile Crane, Disruption Avoidance, etc • Mortenson Quality Manual

7. 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

8. Project Planning Communicating the Plan • Who will you communicate the plan to? • Mortenson Team Members • Customers • Architect/Engineer • Governing Agencies • Subcontractors • Craftworkers • General Public

9. Project Planning Communicating the Plan • Methods of communication • Plans & Drawings • Text • Project Meetings • Posting the Plan • Job Wide Safety Meetings • Distribution

10. 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

11. Project Planning Project Components

12. Project Planning Project Components Including procurement (MRPII)0-100 push-ups Into 5 push up increments

13. Example of Project Planning Project Components Business Development Construction Executive Superintendent Project Manager Structure Foreman

14. 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.

15. 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

16. 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

17. 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

18. 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

19. 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)

20. 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

21. Project Planning Phase of Work Work Activity Work Task Form & Reinforce Sub Tasks Integration of Safety, Quality, & Efficiency starts at this point of the process

22. 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 Project Planning

23. Project Planning Assemble 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.

24. 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 Project Planning

25. Project Planning Assembling the Plan The plan will consist of several components • Site Utilization Plan • Phase of Work Plans • A Project Schedule • A list of High Risk Activities and their mitigation • A list of Quality Activities (inspections & submittals) • Budget Estimate • List of Best Practices • Lessons Learned

26. Project Planning Assembling 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.

27. Project Planning Communicating 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

28. Project Planning Implement 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.

29. Project Planning Evaluate 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?

30. Project Planning Questions