Project Planning:

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• Project Planning
• Assembling a Mortenson Integrated Work Plan

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Project Planning

• A plan that is not written down is only an
  idea. Greg Knutson
• Mortenson want plans with great ideas. Not just
  ideas.

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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.

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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.

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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

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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

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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

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Project Planning

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

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Project Planning

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

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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

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Project Planning
Project Components
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Project Planning
Project Components
Including procurement (MRPII) 0-100 push-ups
Into 5 push up increments
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Example of Project Planning
Project Components
Business Development Construction
Executive Superintendent Project Manager
Structure
Foreman
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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.

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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

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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

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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

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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

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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)

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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

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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
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Project Planning

• 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

• Structural (Phase of Work)
• Foundations (Work Activity)
• Layout ( Work Task)
• Fine grade
• Forming (set/strip)
• Reinforcing
• Concrete Embedment
• Place/finish concrete
• Backfill

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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.

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Project Planning

• 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

• Foundations
• Utilities
• Backfill

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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

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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.

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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

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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.

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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?

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Project Planning

• Questions