PMINAC Dinner Meeting February 12th, PDU Claim C

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2 PMINAC Dinner Meeting February 12th, 2014 PDU Claim C

3 Dinner Meeting Agenda 5:00PM - 6:00PM - Round Table 5:00PM 6:00PM - Networking 6:00 PM - 6:15PM - Business Portion: Annual General Meeting 6:15PM - 7:15PM - Dinner 7:15 PM - 8:15 PM - Presentation: Interactive Panel Discussion 8:15 PM - 8:30PM -Questions and Closing 3

4 Dinner Meeting Housekeeping Items Electronic Transactions Available at the bar Please fill out your Survey! SURVEY NOW ONLINE! Hover on Events Tab, then Select Dinner Meeting Survey Or have a chat with one of our team members Please silence your phones and limit talking during the presentation. 4

5 Upcoming Dinner Meeting Presentations March Dinner Meeting: Project of the Year Edmonton Remand Centre April Dinner Meeting: Creating People Power Building Dynamic Teams in a Project Environment 5

6 Business Agenda Golf Tournament Update Conference Update PMP Certification Update 6

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8 VENUE The Ranch Golf & Country Club, Edmonton Only 5 minutes west of Edmonton on Highway 16A. The Ranch is located on the south side of the highway on Range Road

9 SALIENT DETAILS Shot Gun start planned for 8:00 AM Registration Starts at 7:00 AM To be played in teams of 4. Players can choose their own teams. We aim to have 144 players on a first come first serve basis. Fees: $ 120 for members / $ 130 for non-members 9

10 WHAT THE FEE INCLUDES Golfing fees Automated GPS enabled Power carts Complimentary Prizes Banquet Buffet Lunch 10

11 WHAT THE FEE INCLUDES Welcome bag with goodies Full Driving Range Privileges $ 10 credit at Pro Shop $ 2500 Hole-in-one insurance Prizes for every golfer! 11

12 TAKEAWAYS A day of fun & frolic! Great networking opportunity. Worth 3 PDUs Plenty of prizes to be won Golfers can enjoy a warm & sunny day of Golf at a fine Golf Course 12

13 SPONSORSHIP / MARKETING Efforts are in hand to get maximum sponsorship Aim is to get plenty of prizes sponsored at each hole 13

14 SUMMARY ONLY 144 GOLFERS CAN PLAY. REGISTER EARLY!!! REGISTRATIONS OPEN SOON Watch for the Blast!! 14

15 Business Agenda Golf Tournament Update Conference Update PMP Certification Update 15

16 May 5 and 6, 2014 Edmonton Marriott at River Cree Resort

17 Make Time for Alberta s Premier Conference Experience Website and Registration Launched World Class Keynotes Chris Hadfield Register Early to Save and Win! Great PDU Value - $795 Member Pricing Pre-registration for concurrent sessions Early Bird Deadline April 7 th Monthly Early Bird Prizes Microsoft Surface Pro 2 Register on or before February 12 th Apple ipad Air - Register on or before March 12 th Samsung Galaxy Tablet Register on or before April 7 th Earn up to 15 PDUs Networking Opportunities

18 Business Agenda Golf Tournament Update Conference Update PMP Certification Update

19 CERTIFICATION UPDATE February 12th,

20 Business Agenda - Certifications New PMINAC PMP 11 New PMINAC PMPs 8 we get to recognize here today 3 of whom participated in our study group 20

21 Business Agenda - New PMPs New PMINAC PMPs Mira Premji John Yaraee Michael Kan Lorna Lowery Darryl Humphrey Lina Maingi Ryan Lister C G Lee 21

22 PMINAC Dinner Dinner! February 12th, 2014 PDU Claim - C

23 Presentation February 12th,

24 ADVANCED WORK PACKAGING WORKFACE PLANNING PRESENTATION TO PMI EDMONTON FEBRUARY 12, 2014 Presenters Glen Warren & Yogesh Srivastava COAA WFP Committee Co-chairs

25 Agenda 1. What is WorkFace Planning (WFP)? 2. Why did COAA develop WFP? 3. Definitions 4. Best Practice COAA & CII 5. Advanced Work Packaging & WFP Joint Initiative with CII RT What s New and Available to Use? 7. Project Management Perspectives 8. What s Next? 9. Summary 10. Q & A

26 1. WHAT IS WORKFACE PLANNING?

27 What is WorkFace Planning? Workface planning is the process of organizing and delivering all the elements necessary for an installation work package, before the work is started.

28 WorkFace Planning Method PLAN THE WORK Dedicated planners Material & equipment coordinators RELEASE THE WORK (4 weeks in advance) WORK THE PLAN Foremen PREREQUISITES Field Installation Work Package Materials Tools Equipment Trades / Specialists Detailed Plan Drawings Vendor Information Ready Team Tools Scope Safety Requirements Supervisor Review 1 to 2 weeks of defined scope September 2012 Ascension Systems, Inc

29 2. WHY COAA DEVELOPED WORKFACE PLANNING?

30 WorkFace Planning: Overview HOW CREWS SPEND THEIR TIME TRADITIONAL PROJECTS (COAA DATA)

31 Prior to WFP! HOW CREWS SPEND THEIR TIME TRADITIONAL PROJECTS (COAA DATA)

32 Post WFP Implementation HOW CREWS SPEND THEIR TIME: SUMMARY (COAA DATA) TRADITIONAL PROJECTS PROJECTS USING WFP +25% increase in tool-time with WorkFace Planning

33 3. DEFINITIONS

34 Overall Project: ISBL

35 Construction Work Area (CWA)

36 CWP 104 Construction Work Package (CWP)

37 Engineering Work Package (EWP) EWP302-M006 EWP104-M003

38 IWP104-P001 Installation Work Package (IWP)

39 4. BEST PRACTICES: COAA & CII

40 Works Done RULES OF WFP TOOLS DEVELOPED & AVAILABLE ON COAA WEBSITE Checklists Templates Flowcharts c/w Narratives PATH OF CONSTRUCTION PROCESS

41 IWP PRINTED CWP ISSUED IFC COMMENCE IWP PREPARATION IWP TO 3/4-WEEK LOOK AHEAD SCHEDULE IWP RELEASED EWP RELEASED IFC

42 What were the results? OVER 900 PEOPLE WENT THROUGH SOME WFP TRAINING OWNERS SUPPORTIVE & WFP IN PROJECT STRATEGY (CONTRACTS) CONTRACTORS IMPLEMENTING STRATEGY SOME PROJECTS WERE OBTAINING PRODUCTIVITY IMPROVEMENTS RESULTS WERE NOT CONSISTANT

43 What were the results? SAFETY PERFORMANCE IMPROVED SOME SUCCESSES ARE BEING PUBLISHED LESSONS LEARNED Considerable Effort but worth it

44 WFP: Overview A FOREMAN S DAY: TRADITIONAL PROJECTS (COAA DATA)

45 WFP: Change in Foreman s Day THE FOREMAN S DAY: SUMMARY (COAA DATA) TRADITIONAL PROJECTS PROJECTS USING WFP +400% increase in Direct Supervision with WorkFace Planning

46 WHAT WENT WRONG? PLAN THE WORK Dedicated planners Material & equipment coordinators RELEASE THE WORK (4 weeks in advance) WORK THE PLAN Foremen PREREQUISITES Field Installation Work Package Materials Tools Equipment Trades / Specialists Detailed Plan Drawings Vendor Information Safety Requirements Supervisor Review 1 to 2 weeks of defined scope Ready Team Tools FRONT END DELIVERABLES LATE OR INCOMPLETE Scope

47 What went wrong? PLANNED PATH OF CONSTRUCTION PROCESS Issued IFC Work commences ENGINEERING WORK PACKAGE (EWP) Recommended 120 day lag CONSTRUCTION WORK PACKAGE EXECUTED (CWP) Engineering Produces Bill of Material PROCUREMENT PACKAGE (PP) Purchase Order to Supplier Eqpt / Mat l arrives Prior to work starting SUPPLIER EQPT &/OR MATERIAL

48 What went wrong? ACTUAL PATH OF CONSTRUCTION Issued IFC Work commences ENGINEERING WORK PACKAGE (EWP) This lag gets squeezed and usually CWP starts late CONSTRUCTION WORK PACKAGE EXECUTED (CWP) PROCUREMENT PACKAGE (PP) Vendor Data needed To complete EWP delivered late or incomplete SUPPLIER EQPT &/OR MATERIAL

49 5. ADVANCED WORK PACKAGING & WORKFACE PLANNING COAA-CII Joint Initiative Works

50 Integrated Advanced Work Packaging Key Terms: CWP- Construction Work Packages EWP- Engineering Work Packages IWP- Installation Work Packages

51 What are we doing about it? COAA & CII COAA

52 Advanced Work Packaging Advanced Work Packaging is the overall process flow of all the work packages (CWPs, EWPs, and IWPs) beginning with initial planning continuing through detailed design and construction execution.

53 COAA / CII JOINT INITIATIVE DELIVERABLES Research Team (RT 272) Volume I: Recommended Process Volume II: Implementation Guidance Volume III: Case Studies and Expert Interviews

54 6. WHAT S NEW & AVAILABLE TO USE?

55 Project Integration Flow Charts Stages I, II, and III Contracts Tools Example

56 Flow Charts Stage I Preliminary Planning

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58 Flow Charts Stage II Detailed Engineering

59 Flow Charts Stage III Construction Execution

60 IWP Flow Charts

61 IWP Flow Charts

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67 RT 272 Deliverables A Model for Advanced Work Packaging Contracts Requirements & Deliverables AWP Practice Model Flowcharts & Job Descriptions Tools Assessments & Templates Example Support Contracts Practice Model Tools Example

68 Contracts Requirements & Deliverables Contracts team: two main focus areas 1 AWP Contracting Considerations contract structure compensation selection 2 Major Contractual Deliverables by Stage summary table responsibility by contract structure Contracts Practice Model Tools Example

69 Project Integration Flow Charts Stages I, II, and III Contracts Practice Model Tools Example

70 Resources Position Legend Job Descriptions Flow Chart Narrative

71 Tools & Templates AWP Audit tool, Project Definition Assessment, EWP CWP Templates Contracts Practice Model Tools Example

72 Tools & Templates Two Pages Maturity Model Maturity Stages Subjective self evaluation Three Levels AWP Early Stages AWP Effectiveness AWP Business Transformation Maturity Assessment, Contractor Prequalification Contracts Practice Model Tools Example

73 Example IWP104-P001 Contracts Practice Model Tools Example

74 7. PROJECT MANAGEMENT PERSPECTIVES

75 The WFP Methodology The drivers behind WorkFace Planning: Design certainty Material certainty Planned resources Results expected: Productivity Cost certainty Schedule certainty Improved Safety AWP/ WFP Planned Resources

76 Productivity was the start.the follow-on effects

77 Origins of COAA WFP model COAA model was set to address WFP during Construction Phase of Projects Problem faced then LOW PRODUCTIVITY : How to streamline the design deliverables and corresponding materials so that craft at the work front spends minimum time looking for: - information on how to build, - where is the material and - when is it to be done; especially when the workforce is mobilized at site!

78 Safety A better planned job is a safer job!

79 Safety Instruments Construction Hazard Analysis (CHA) Job Hazard Analysis (JHA) Field Level Hazard Assessment (FLHA) Metrics at crew levels

80 Commission and Start-up / Operations End in Mind!

81 Area and System based definition Need for EWP/CWP (area based) and TCP (system driven) attributes in deliverables Process: Design by System System 1 System 2 System 3 System 4 System 5 System 6 Engineering: by Area Area 1 Area 2 Area 3 Area 4 Commissioning: by System Construction: by Area

82 Making time for WorkFace Planning

83 Giving time for Planning Engineering Construction plan Package execution EWP issued from engineering tied to schedule logic EWP formal issue milestone WorkFace plan approved and construction commences 6 weeks float (default) 12 weeks (formal trend for change in milestone date) Time for planning Ownership / Custody transfer of EWP > CWP Bill of Material Constructor - Check the EWP BOM!

84 If it s so good - what about works at module yards?

85 Collaborative effort Can t be practiced in isolation!

86 Engineering to SCM The Material Take Off Associating Engineering Work Package to the tag/component/item Associating Systems sub package information to the tag/component/item RAS date consideration The Purchase Order Tag (default) Need SCM to ensure that they get the above information in the MTO exports from design systems Ensure that the Material Management systems have the appropriate place holders for such information

87 Supply Chain Management A discipline that came to existence since the early days of civilization

88 Vendor data to SCM Vendor data for EWP completion The problem of EWP releases with holds Change management issues The dependencies of CWP, IWPs on the EWP information The EWP Release Plan Need SCM to come up with ways so that vendor data comes in timely, required format, progressive turnover of information

89 Technology doesn t matter! How organizations exploit it does!

90 Business and Systems Engineering Model What is ready for Construction? What is Constructed? What is ready for Tracing? Construction Planning MATERIAL MANAGEMENT Construction Progress X-Rays/Welds PROJECT PLANNING & CONTROL PRIMAVERA Tracing Database Hydro-test What is Traced? Project Management System DOCUMENT MGMT. & CONTROL INTELLIGENT P&ID / 3D MODEL 3D DATABASE What is Tested? EDMS: DOC MGMT O&M Ex. MAXIMO COMISSIONING DATABASE COMPLETIONS / TURNOVER SYSTEM OPERATION & MAINTENANCE, SAFETY COMMISSIONING What is ready for Turnover What is Restored?

91 All said but need for: Strategy, Plan, Procedures and in the Contract!

92 Contracts The Big Contract Need for the right language to implement WFP Need for the deliverables by stages defined Need for setting the expectations for WFP Financial rewards tied to WFP Contracted Scope of Work Release of scopes of work by CWP or groups of CWP Ensuring that WFP is being done progressively

93 8. WHAT S NEXT?

94 The WFP Committee - Future Works Get Involved Steering Committee or regular Membership New Charter in New COAA website and new WFP Library New methods for connecting as larger group Phase 2 of CII-COAA joint research team More works on Functional and Discipline WFP in Modularization Technology systems supporting WorkFace Planning New event WorkFace Planning Conference in Oct 2014

95 2012/14 Focus Areas Expand the reach of AWP/WFP to Engineering & Procurement domain Increased awareness of AWP and WFP in Contracts Increase participation in WFP Committee and membership Overhaul of WFP Committee content and communications Enhance the Academic involvement with Committee works Bring technology tools to forefront that support WFP

96 Ongoing works RT 310 NEW JOINT INITIATIVE WITH CII Process to Align Engineering & Procurement with Construction WFP CONFERENCES Houston in September 2014 Banff CERTIFICATION PROCESS for WORKFACE PLANNING PROFESSIONAL RULES OF CREDIT FOR PROGRESSING EWP S TO SUPPORT WFP COAA WEBSITE UPDATES

97 NEW TRAINING COURSES APPROVED BY PMI (PDU S AVAILABLE) WFP Essentials WFP Fundamentals Refresher Courses on above PRESENTATIONS AVAILABLE How does Engineering Fit into WFP How does Supply Chain Management Fit into WFP CASE STUDIES continue developing database

98 Future of WorkFace Planning Current Implementation Owner driven Field focussed Construction domain Starts in Construction Planner driven Limited E & P involvement Future of WorkFace Planning AWP leads to better WFP Owner, E, P and C / Increased involvement Field and Module Yard - both Bring it in front line of Project Execution domain Starts in Preliminary Design Functional and Discipline involvement AWP Significant EP involvement Academic and Research elements Technology matters for AWP/ WFP

99 9. SUMMARY

100 Delivering Work Value Classical Environment 60% Data Collection, Re-Keying and Problem Resolution Integration & Collaboration increase the level of value of the work performed Integrated Environment 10% Data Collection 30% Planning & Analysis 30% Planning & Analysis 10% Action 60% Program Development, Cross-Functional Planning & Action

101 WFP Renewed Focus! FRONT END OF PROJECTS NOT ALIGNED YET WITH WFP. PROCESSES FAIRLY WELL DEFINED TO SUPPORT WFP TOOLS TO SUPPORT WFP AVAILABLE GAINING INDUSTRY ACCEPTANCE NOT AN EASY PROCESS TO IMPLEMENT (TRADITIONAL BARRIERS) WELL WORTH THE EFFORT WHEN DONE RIGHT

102 The Aligned Picture: Future Front line beneficiary Owner / Operators Supported by Desired outcome Suppliers & Fabricators Design & Engineering Customers / End Users Constructors Labour Providers Influencers Technology Vendors Financing / International Players Special Interest Groups Professional Associations Research Organizations Government Regulatory Bodies Government Legislative Bodies

103 - Questions - 81

104 Wrap Up Dinner Meeting Survey Please fill out before you leave! PDU Number: Provider ID: C023 Activity Code/Number: Thank you for coming! See you next time! 82