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101c/12014 Page 1 of 1
Project Management
Introduction In Class Exercise
Instructor Credentials Groups of 3 or 4 How do we Manage?
Graduate of University of Windsor
Formerly empl0yed by City of Windsor
Briefly describe a project and how you managed the
Currently employed by County of Essex
work
25 years experience
Peter Bziuk, P. Eng. Sessional Instructor, 2013
Manager Construction Services Identify Common Themes in the group?
County of Essex
pbziuk@countyofessex.on.ca Student Introduction
519 796 7827 Who are you? Are you employed?
Electrical, Mechanical, Civil, Other Faculty .
A program is long term and may consist of multiple E.g. A research project may verify an expectation How do we Manage? Use tools
projects Software
E.g. A building expansion will add floor space
E.g. Safety Improvement Program is ongoing. Each Charts and graphs
Multiple disciplines, electrical, HVAC, masonry Apply Knowledge and Experience Investigate and research
year safety projects are completed to achieve the long
Require Approvals such as building permit
term organizational goal and objective Apply methods and techniques
End result is a product, conclusion, device or service Engage other People
A program may integrate projects from multiple Delegate
Stakeholders (Client or Public) Forecast and look ahead
departments and stakeholder groups
Fellow employees Communicate
E.g. Energy Reduction Program involves multiple Assess risk and success
Consultants, Specialists, Product Experts
departments from multiple building locations
Program and Project Program and Project Project Management Who is Your Audience
A project is intended to be short term or temporary or Could be complex or simple
non-routine Is this example complex?
Promote change through demolition or construction How do we Manage? Misunderstandings occur when expectations differ !!
Promote manufacturing or production
Defined start and completion dates Document
Defined scope of work Meeting minutes
Budget limit Daily journals
Could be complex or simple Emails, memos
Is this example complex? Field notes, work orders
Change orders
Image Interpretation
Visual Communication Success Criteria Success Criteria
What do you see? Accidents and mishaps are difficult to envision The success of the project may be defined by a single How do we measure Quality?
because of the irrational and random nature of the criteria or a combination of multiple criteria Standard performance (OPSS, ISO 9000)
event Quantitative measurement
Iron Triangle defined by Atkinson, 1999 Benchmark data
Engineers, manufacturers, constructors and builders Cost, time and quality Past Performance
are trained to envision the end product Allowable tolerances
Cost and time can be well defined
Certificate of approval (TSS, Air emissions)
Proceed in a logical and sequential order
Policy conformance
How do we measure Quality? Spending limits
Success Criteria Success Criteria Success Factors Success Factors
How do we measure Quality? Kerzner suggests criteria from the owners The Project Itself The Organization
Benefit after project completion perspective for a project to be successful
E.g. Puce bridge on County Road 22 Hostile environment
Owner perspective vs stakeholder perspective Minimal or mutually agreed scope change Public resistance Learn to get along
Do not disturb the main work flow. The project is Archaeological site
E.g. plant expansion improves performance. The plant intended to assist everyday operations Complex utility relocation Poison work environment
expansion may also cause traffic congestion in the Completed without changing the corporate culture Transport Canada deadline Social issues
neighbourhood.
Potential ice and water issues 1 person can sink the ship
Plant expansion also creates additional tax $$. Good for
the Municipality
Project Manager
Main Roles Project Manager Learning from Other Failures Learning from Other Failures
Primary Responsibilities Case Study 1 Case Study 1
Single point of responsibility & coordination to plan Understand & Manage the Prime Contract Denver Airport Baggage System Denver Airport Baggage System Why Did it Fail
and execute all Project activities Mobilize / Establish the Project Team
Extension of a Firms Management to represent the Establish Project Operating Procedures In August 2005 automated system was demolished Underestimation of complexity
Firm with the Owner / User
Establish / Maintain Stakeholder interfaces Changes in requirements
Point of Owner / User interface & trust to meet overall
Achieve Budget, Schedule, and Quality Implemented manual baggage system and cut costs Underestimation of schedule
Project delivery objectives
Identify / Manage Change (scope & other) Underestimation of budget
Interface w/ 3rd Parties on Project issues
Achieve Safety Program Objectives Failure to build in backup system
Automated system damaged peoples baggage
Project Manager
21st Century Needs Characteristics for Success Learning from Other Failures Learning from Other Failures
Project Managers Providing leadership, vision and direction, rather Case Study 2 Case Study 2
than following the landscape AVON Product Sales and Ordering System AVON Product Sales and Ordering System
Develop and lead integrated teams
Creating results, rather than providing reasons why
Represent both design and construction they cant be achieved.
Both technical and commercial skills Anticipating and avoiding problems, rather than just Intended to streamline the ordering process In December 2013 the project was abandoned
Organization and communication skills reacting to problems
Risk management strategies & techniques Creating solutions, with the Project Team rather Intended to improve customer needs and expectations The project caused significant business disruption
Management processes and systems knowledge than just reporting problems
Both design and field construction experience, w/startup- Promoting a sense of urgency (Push the Schedule)
commissioning Intended to allow sales agents to use tablets to
showcase products and complete online orders
Learning from Other Failures Learning from Other Failures Delegation Delegation
Case Study 2 Case Study 2 Benefits for Employees Benefits for Managers
AVON Product Sales and Ordering System AVON Product Sales and Ordering System Increase skill level Increased effectiveness
Why Did it Fail Failure Impact
Job enrichment Improved time management
Tablet functions did not work properly (quality flaws)
Net effect was drastic
Log in, saving orders, checking inventory Broaden knowledge and experience Use budget efficiently
Reports of a sales executive lost over 300 agents which
Complaints about usability (lack stakeholder analysis)
represents 33% of the sales team
User interface was poorly structured and did not meet Develop initiative
the users expectations fail to understand agents AVON stopped the project before going global which
needs) may have saved AVON overall
Groups of 2 people
Tasks to others who are better than you Tasks that are politically sensitive
Tasks offer a challenge to the employee Tasks that are beyond the employees skill level
Introduction
Instructor Credentials
Graduate of University of Windsor
Formerly empl0yed by City of Windsor
Currently employed by County of Essex
25 years experience
Peter Bziuk, P. Eng. Sessional Instructor, 2013
Manager Construction Services
County of Essex
pbziuk@countyofessex.on.ca Student Introduction
519 796 7827 Who are you? Are you employed?
Electrical, Mechanical, Civil, Other Faculty .
Program and Project
Program and Project A project consists of tasks and/or activities that are
completed in sequence to achieve a purpose
A program is long term and may consist of multiple E.g. A research project may verify an expectation
projects
E.g. A building expansion will add floor space
E.g. Safety Improvement Program is ongoing. Each
Multiple disciplines, electrical, HVAC, masonry
year safety projects are completed to achieve the long
Require Approvals such as building permit
term organizational goal and objective
End result is a product, conclusion, device or service
A program may integrate projects from multiple
departments and stakeholder groups
E.g. Energy Reduction Program involves multiple
departments from multiple building locations
Document
Meeting minutes
Daily journals
Emails, memos
Field notes, work orders
Change orders
Identify expectations
Problem definition leads to solution
Customer satisfaction
Who is Your Audience Who is Your Audience
Why do you need to know your audience? Does the CEO have the same expectations as the front
line employee?
Minimize resistance to the process or outcome
People seem to resist change
My way or NO WAY
Image Interpretation
Visual Communication
What do you see? Accidents and mishaps are difficult to envision
because of the irrational and random nature of the
event
Project Success
The definition of success is subjective depending on
your perspective
Policy conformance
How do we measure Quality? Spending limits
1. User involvement 2. Top management support 1. Unable to plan and estimate correctly
3. Clear statement of 4. Proper planning
requirements
As information becomes available the initial cost
5. Realistic expectations 6. Smaller project milestones
estimates and schedules are not updated
7. Competent staff 8. Ownership
9. Clear vision and objectives 10. Hard working and focused staff
Plans are not used correctly to guide the project
Caused by project scope changes Project managers not trained to acquire necessary
Failure to communicate management skills
Major changes in requirements
Testing and/or inspections are done poorly
e.g. WEP girder repplacement
Project Manager
Main Roles Project Manager
Primary Responsibilities
Single point of responsibility & coordination to plan Understand & Manage the Prime Contract
and execute all Project activities Mobilize / Establish the Project Team
Extension of a Firms Management to represent the Establish Project Operating Procedures
Firm with the Owner / User
Establish / Maintain Stakeholder interfaces
Point of Owner / User interface & trust to meet overall
Achieve Budget, Schedule, and Quality
Project delivery objectives
Identify / Manage Change (scope & other)
Interface w/ 3rd Parties on Project issues
Achieve Safety Program Objectives
Project Manager
21st Century Needs Characteristics for Success
Project Managers Providing leadership, vision and direction, rather
than following the landscape
Develop and lead integrated teams
Creating results, rather than providing reasons why
Represent both design and construction they cant be achieved.
Both technical and commercial skills Anticipating and avoiding problems, rather than just
Organization and communication skills reacting to problems
Risk management strategies & techniques Creating solutions, with the Project Team rather
Management processes and systems knowledge than just reporting problems
Both design and field construction experience, w/startup- Promoting a sense of urgency (Push the Schedule)
commissioning
Project Manager Qualifications
Experience and industry knowledge relative to level of
Learning from Other Failures
responsibility (breadth & depth) Case Study 1
Skills in planning, organization & team building Denver Airport Baggage System
Skills in communication, motivation, and negotiation
Understand both commercial and technical issues
Expected to automate the handling of baggage in
Understand project control philosophies, techniques, entire airport
and computerized management tools
Understand Project Team responsibilities and roles Complex system that caused the airport to sit idle for
and be an integrator of people and resources 16 months while Engineers work on it
Ability to recognize priorities & act accordingly Added $560 M and never functioned as intended
Required $1 M per month to maintain
Intended to streamline the ordering process In December 2013 the project was abandoned
Intended to improve customer needs and expectations The project caused significant business disruption
Groups of 2 people
Develop initiative
Delegation Delegation
Delegation is most successful when Do not delegate
Tasks are recurring Tasks that are personal
Include an appropriate level of decision making Tasks that require the employee to discipline a colleague
Tasks to others who are better than you Tasks that are politically sensitive
Tasks offer a challenge to the employee Tasks that are beyond the employees skill level
Project Management Tools
1. Needs Assessment
With regards to the engineering and design of the CR 2 bridge at the Pike
Creek, I believe it is important to establish a communication protocol Also used in buildings during
All correspondence must be copied to Richard, me, Karyn and James renovations
No exceptions
Thank you
Technical Jargon
Causes of Communication Failure Dear Resident:
This letter is to inform you that County Road 27 (Belle River
Road) will be rehabilitated from a point 800 m north of County
1. Technical jargon with a non technical audience Road 46, southerly 2.3 km to South Middle Road.
common mistake for engineers
The work includes:
cold in place recycling with expanded asphalt
2. Information overload paving with hot mix asphalt
No priorities
CLIENTS WANT
Shorter schedules
Reduced risk
Performance accountability
Early firm price & schedule
Reduced construction cost
Peter Bziuk, P. Eng. Quality with longevity
Manager Construction Services Reduced administration costs
County of Essex
pbziuk@countyofessex.on.ca
519 796 7827 INNOVATIVE DELIVERY
Proposal Evaluation
Does the Consultant understand the project?
Has the Consultant identified the team members?
Include Sub Consultants
Does the proposal include a bar chart for the schedule?
Is the proposed fee and effort realistic (too high or too
low)
Effort refers to proposed hours
Does the Consultant have experience with other
equivalent projects?
Has the Consultant identified the required approvals?
Where does the Client go to get help
Extensive disputes and litigation How are the Architect and Engineer ACCOUNTABLE ?
Longer or Interrupted schedules By notice in writing to the Engineer, the client may at
Overrun budgets / extensive change orders any time suspend or terminate the services of any
portion thereof at any stage of the undertaking
Questionable quality
Poor coordination and communication w/ 3rd parties
and the public
Project Assessment
SUPER MANager Delivery Threats
Can clearly define scope performance and quality
Effective project managers can mitigate the potential requirements
adverse impacts of traditional delivery approach Potential delay issues - environmental permitting, ROW,
internal owner issues, community requirements
Schedule demands
Many small projects rely on the traditional delivery Funding source and early firm cost requirement
approach Budget restrictions cost growth unacceptable
3rd party involvement - requirements
The result is increased confidence from the Owner Innovative technical solutions available
Complex warranty issues
Available owner staff resources
Owner risk level tolerance
Comparison of Traditional
Design Build Advantages
Delivery to Design - Build
Maximum fast track on schedule
full partnering opportunity Construction Industry Institute study of 350 building
Performance accountability single source projects:
Clearer assignment of risk Unit cost average 6% less with DB
Innovative technical solutions Construction schedule 12% faster w/ DB
Better alignment with owner objectives Project time (design & construction) up
Early firm price & schedule to 33% faster w/ DB
Clearer warranty responsibility Better quality w/ DB using seven
performance measures including warranty
call-backs
Design Build is also a Design Build is also a
Platform for Added Services Platform for Added Services
DB-OM: Operation & Maintenance
United Kingdom wastewater plants DB-O-OM: Bring the Owner, the $$$
DB-M: Maintenance only Investment, & O & M
E.g. hwy 401 and hwy 3 E.g. Wastewater palletization facility
DB-F: Bring the $$$ (Finance) DB-O-OT: Bring the Owner, the $$$
DB-O-F: Bring O&M & $$$ (Finance) Investment, the O&M, leaseback & transfer
Public Private Partnership (P3) E.g. 30 year lease
City Wastewater
ABC Fertilizer
Treatment
Suppliers Suppliers Owner 1 Owner 2 Funding Source(s) Facility
Professional Construction
Engineering Fees Management
Office fees may be flat rate % ( 5% to 8%) Process by which a client engages a Consulting
Line item at end of invoice Engineer to be the agent, referred to as the
Construction Manager (CM) or Project Manager
Short term and long term assignments
Reimbursement expenses
Mileage for vehicles (50 cents per km)
Traditionally CM was separate from Consultant
Travel expenses (hotel room, airfare)
More recently CM is Consultant
Printing and reproduction (docs for client review and tender)
Media charges (newspaper ad for tender) The Consulting Engineer acts as the neutral party
Computer charges (special applications such as modelling) between the Client and the Contractor
Keep in mind the client pays the Consultant
Construction Manager or Project Construction Manager or Project
Manager - Competencies Manager - Roles
Work with client and design engineers from onset to
Engineering knowledge completion
Management skill Provide leadership to consulting team
Decision making Provide leadership and oversight of construction
Responsibility
activities
Recommend course of action