Project Management, Planning and Control: Managing Engineering, Construction and Manufacturing Projects to PMI, APM and BSI Standards

Front Cover
Project Management, Planning and Control
Dedication
Project Management, Planning and Control: Managing Engineering, Construction and Manufacturing Projects to PMI, APM and BSI Standards
Copyright
Contents
Foreword to the 1st edition
Foreword to the 8th edition
Preface to the 8th edition
Acknowledgements
1 - Project definition
	Project definition
	Time-bound project
	Cost-bound project
	Performance (quality)-bound project
	Safety-bound project
2 - Project management
	Project manager
	Project manager's charter
	Project office
	Further reading
3 - Programme and portfolio management
	Portfolio management
	Further reading
4 - Project context (project environment)
	Political
	Economic
	Social (or sociological)
	Technical
	Legal
	Environmental
	Further reading
5 - Business case
	The project sponsor
	Requirements management
	Further reading
6 - Investment appraisal
	Project viability
		Return on investment
		Net present value
		Payback
		Internal rate of return
		Cost/benefit analysis
	Further reading
7 - Stakeholder management
	Direct stakeholders
	Indirect stakeholders
8 - Project-success criteria
	Key performance indicators
9 - Organization structures
	Functional organization
	Matrix organization
	Project organization (taskforce)
10 - Organization roles
11 - Project life cycles
12 - Work breakdown structures
	Responsibility matrix
	Further reading
13 - Estimating
	Subjective
	Parametric
	Comparative (by analogy)
	Analytical
	Further reading
14 - Project management plan
	General
	The Why
	The What
	The When
	The Who
	The Where
	The How
	Methods and procedures
15 - Risk management
	Stage 1: risk awareness
	Stage 2: risk identification
	Stage 3: risk assessment
	Stage 4: risk evaluation
	Stage 5: risk management
	Monitoring
	Example of effective risk management
	Positive risk or opportunity
	Further reading
16 - Quality management
	History
	Quality management definitions
		Quality
		Quality policy
		Quality management
		Quality assurance (QA)
		Quality systems (quality management systems or QMS)
		Quality control (QC)
		Quality manual
		Quality programme
		Quality plan
		Quality audit
		Quality reviews
		Total quality management (TQM)
	Explanation of the definitions
		Quality policy
		Quality management
		Quality assurance
		Quality systems
		Quality control
		Quality manual
		Quality programme
		Quality plan
		Quality audit
		Quality reviews
		Failure mode analysis (cause and effect analysis)
		Pareto analysis
		Trend analysis
	Further reading
17 - Change management
	Document-control
	Issue management
		Baseline
		Baseline review
		Pre-IBR
		Preparation
		Execution
		Post-review
	Further reading
18 - Configuration management
19 - Basic network principles
	Network analysis
	The network
		Basic rules
	Durations
	Numbering
		Random
		Topological
		Sequential
		Coordinates
	Hammocks
		Ladders
	Precedence or activity on node diagrams
		Constraints
	Bar (Gantt) charts
	Time-scale networks and linked bar charts
	Further reading
20 - Planning blocks and subdivision of blocks
	Pharmaceutical factory
	New housing estate
	Portland cement factory
	Oil terminal
	Multi-storey block of offices
	Colliery surface reconstruction
	Bitumen refinery
	Typical manufacturing unit
	Subdivision of blocks
		Similar items of equipment
		Trades and disciplines
		Geographical proximity
		Operational systems
		Stages of completion
		Banding
21 - Arithmetical analysis and floats
	Arithmetical analysis
		Slack
		Float
		Total float
		Calculation of float
		Free float
		The concept of free float
		Interfering float
		Independent float
			Notation
			Definitions
	Critical path
	Critical chain project management
22 - The case for manual analysis
	The planner
	The role of the computer
	Preparation of the network
	Typical site problems
	The National Economic Development Office report
23 - Lester diagram
	Basic advantages
24 - Graphical and computer analysis
	Graphical analysis
		Limitations
		Time for analysis
	Computer analysis
	History
		The PC
		Programs
25 - Milestones and line of balance
	Milestones
	Line of balance
26 - Simple examples
	Example 1
	Example 2
	Example 3
	Summary of operation
	Example 4 (using manual techniques)
27 - Progress reporting
	Feedback
28 - Project management and network planning
	Responsibilities of the project managers
	Information from network
	Site-preparation contract
	Confidence in plan
	Network and method statements
	Integrated systems
	Networks and claims
		Examples of claims for delays
			Example 1
			Example 2
		Force majeure claims
			Example 3
			Example 4
29 - Network applications outside the construction industry
	Bringing a new product onto the market
	Moving a factory
	Centrifugal pump manufacture
	Planning a mail order campaign
	Manufacture of a package boiler
	Manufacture of a cast machined part
30 - Resource loading
	The alternative approach
	Further reading
31 - Cash flow forecasting
	Example of cash flow forecasting
32 - Cost control and EVA
	SMAC – man-hour control
	Summary of advantages
	EVA for civil engineering projects
		Planned costs
		Site overheads
		Example
		Alternative payment schedule
	Further reading
33 - Control graphs and reports
	Overall project completion
	Earned Schedule
	Integrated computer systems
	EVA % complete assessment
34 - Procurement
	Procurement strategy
		Supply chain
		Approved tender list
	Pre-tender survey
	Bidder selection
	Request for quotation
	Tender evaluation
	Purchase order
	Expediting, monitoring and inspection
	Shipping and storage
	Erection and installation
	Commissioning and handover
	Types of contracts
		Lump sum contracts
		Remeasured contracts
		Reimbursable contracts
		Target contracts
		Design, build and operate contracts
			Free standing
			Levies on the public sector
			Joint ventures
		Basic requirements for success
		Bonds
			Bid bond
			Advance payment bond
			Performance bond
			Retention (or maintenance) bond
		Letter of intent
		Bad letter
		Good letter
	Subcontracts
		Definition of subcontracts
	Subcontract documents
		Commercial conditions – general
		Special conditions
		Technical specification
		Description of work
		Liquidated damages (or ascertainable liquidated damages)
	Insurance
	Discounts
		Negotiated and idden discounts
		Bulk purchase discounts
		Annual order discounts
		Prompt payment discount
		Discount for retention bond
	Counter-trade
	Incoterms
		Ex works
		Free carrier (named point)
		FOR/FOT
		FOB airport
		FAS
		FOB
		C&F
		CIF
		Freight carriage – paid to …
		Freight carriage – and insurance paid to …
		Ex ship
		Ex quay
		Delivered at frontier
		Delivered duty paid
	Further reading
35 - Value management
	Further reading
36 - Health, safety and environment
	Construction, design and management regulations
	Health and safety plan
		Pre-tender health and safety plan
		Construction phase health and safety plan
	Health and safety file
	Warning signs
37 - Information management
	Objectives and purpose
		Types of documents
		Authority
		Distribution of information
		Storing information and virus protection
		Retrieving information and acquisition/modification permits
		Acknowledging receipt of information
		Security arrangements
		Disaster recovery systems
		Configuration control
		Distribution schedule
		Standards to be followed
		Legal requirements
		Foreseeable risks
	Data collection
		Qualitative
		Quantitative
	Further reading
38 - Communication
	Cultural differences, language differences, pronunciation, translation and technical jargon
	Geographical separation, location equipment or transmission failure
	Misunderstanding, attitude, perception, selective listening, assumptions and hidden agendas
	Poor leadership, unclear instructions, unclear objectives, unnecessarily long messages and withholding of information
	Meetings
	Further reading
39 - Team building and motivation
	Team development
		Forming
		Storming
		Norming
		Performing
		Mourning
	The Belbin team types
		Plant
		Resource investigator
		Coordinator
		Shaper
		Monitor/evaluator
		Team worker
		Implementer
		Completer/finisher
		Specialist
	Motivation
	Maslow's hierarchy of needs
	Herzberg's motivational hygiene theory
		Hygiene factors
		Motivators
	Further reading
40 - Leadership
	Situational leadership
		Category 1
		Category 2
		Category 3
		Category 4
		High task, low support
		High task, high support
		Low task, high support
		Low task, low support
	Professionalism and ethics
		Responsibilities to clients and employers
		Responsibilities to the project
		Responsibilities to the profession of project management
	Competence
	Further reading
41 - Negotiation
	Phase 1: preparation
	Phase 2: planning
	Phase 3: introductions
	Phase 4: opening proposal
	Phase 5: bargaining
	Phase 6: agreement
	Phase 7: finalizing
42 - Conflict management and dispute resolution
	Conciliation
	Mediation
	Adjudication
43 - Governance of project management
	Introduction
	Principles
	Components and roles
		Portfolio direction and alignment
		Sponsorship
		Project management capability
		Transparency and assurance
		Culture and ethics
		Evidence
	Conclusion
44 - Project close-out and handover
	Close-out
	Handover
45 - Project close-out report and review
	Close-out report
	Close-out review
46 - Stages and sequence
	Summary of project stages and sequence
47 - Worked example 1: Bungalow
	Design and construction philosophy
48 - Worked example 2: Pumping installation
	Design and construction philosophy
	Cash flow
49 - Worked example 3: Motor car
	Summary
		Business case
		Investment appraisal
		Project and product life cycle
		Work- and product-breakdown structures
		AoN network
		Risk register
		Earned value analysis
		Close-out
50 - Worked example 4: Battle tank
	Business case for battle tank top secret
	Subject: new battle tank
	The ‘What’
	The ‘Why’
	Major risks
51 - Primavera P2
	Evolution of project management software
		Early project management software
		The enterprise-level database
		Systems integration
		The scalable integrated system
	Oracle Primavera P6
		Project planning
		Work breakdown structure and other analysis views
		Resource usage
		Baseline and other reference plans
		Progress tracking
		Earned value analysis
		Risk management
		Multi-project system
		Role-based access
		Reporting
52 - Building Information Modelling (BIM)
	Introduction
	History of BIM
	What is BIM
	UK government recommendations
	How BIM is applied in practice
		Tekla Structures
	Linking systems through open .NET interfaces
	Tekla BIMsight and other collaboration tools
	Savings with BIM
	Sample BIM projects
		Alta Bates Summit Medical Centre – by DPR Construction Inc.
		The National Museum of Qatar (Arup)
			Challenges
		Leeds Arena, UK, Fisher Engineering Limited
		A BIM strategy was essential for efficiency
		Technical detail
	Interoperability and principle industry transfer standards
		DXF, DWG, DWF and DGN formats
		IGES and STEP
		SDNF format
		CIS/2 format
		IFC format
	Further reading
53 - Virtual Design and Construction (VDC)
	Introduction
	VDC + project management
	VDC software
	InEight Model introduction
	VDC + coordination
		VDC + model-based take-off
		VDC + work packaging
		VDC + visual reporting
		VDC + facility management
54 - Sustainability
	Economy
	Society
	Environment
		Carbon Credits
55 - Project assurance
	Purpose of project assurance
	Operation of project assurance
	Procedures to be assessed
	Conformity with legislation and regulations
	Project stakeholders and personnel
1 - Agile project management
	The paradox
	Definitions of success are part of the problem
	What is agile?
	Lean
	Two levels of planning
	Terminology
	How does a generic agile development and project run?
	Stand-up meeting
	Estimation
	Technical debt
	Defining the architecture of the system
	Sharing knowledge and reflection
	Earned value
	Emerging trends for agile project management
	Delivering enterprise agility
	Understanding business value and customer value
	Integration of processes
	Continuous delivery
	Cultural shift
	Data-driven
	Shared vision
	Ensuring everyone contributes
	Agile does not mean an end to planning
	Delivering value not bureaucracy
	Summary
	Bibliography
2 - Artificial Intelligence (AI) and Big Data
	2 Introduction
	AI
		History of AI
		Finding new data sets
		Reducing bias and increasing accountability
		Democratization of AI
		AI can improve how projects are managed
		Security threats
		Advances in AI optimization and simulation
		The societal impact of AI
		Streaming data is critical to detecting anomalies in industrial systems
		AI provides the opportunity for improved efficiency
		AI-enhanced medical imaging systems
	Big Data
		The emergence of the term Big Data
		Empirical evidence is needed
		Increasing the value of data by making it openly available
		Providing an open data resource to protect the planet
		Case Study: Open data and AI solutions
	Bibliography
3 - Case study 1: Cement plant
	Introduction
	Contract
	Process
	Site layout
	Project structure
	Project management plan (co-ordination procedure)
	Project schedule
	Site management
	Piling problem
	Silo and chimney construction
	Safety
	Security
	End of project
	Project statistics, South Ferriby cement works
	Lessons learnt
	Key to process flow diagram cement plant
4 - Case study 2: Teesside oil terminal
	Introduction
	Contract
	Process
	Site layout
	Project structure
	Project management plan (co-ordination procedure)
	Change control
	Project schedule
	Engineering design
	Procurement
	Inspection and expediting
	Site organization
	Handover documents
	Lessons learnt
	Key to process block flow process diagram
	Facility Statistics
5 - Acronyms used in project management
6 - Glossary
7 - Sample examination;questions 1: Questions
8 - Sample examination;questions 2: Bullet point answers
9 - Syllabus summary bullet points
	1 Context
	2 Governance
	3 Project management
	4 Programme management
	5 Portfolio management
	6 Infrastructure
	7 Knowledge management
	8 Life cycle
	9 Success factors
	10 Sponsorship
	11 Environment
	12 Operations management
	13 Strategic management
	14 Communication
	15 Conflict management
	16 Delegation
	17 Influencing
	18 Leadership
	19 Negotiation
	20 Teamwork
	21 Professionalism
	22 Communities of practice (CoP)
	23 Competence
	24 Ethics framework
	25 Learning and development
	26 Business case
	27 Control
	28 Information management
	29 Organization
	30 Planning
	31 Stakeholder management
	32 Scope management (WBS)
	33 Benefits management
	34 Change control
	35 Configuration management (CM)
	36 Change management
	37 Requirements management
	38 Solutions development
	39 Resource scheduling
	40 Time scheduling
	41 Financial and cost management
	42 Budgeting and cost control
	43 Funding
	44 Investment appraisal
	45 Risk management
	46 Risk context
	47 Risk techniques
	48 Quality management
	49 P3 assurance
	50 Reviews
	51 Resource management
	52 Contract
	53 Mobilization
	54 Procurement
	55 Provider selection and management
	56 Accounting
	57 Health and safety
	58 Human resource management (HRM)
	59 Law
	60 Security
	61 Sustainability
10 - Words of Wisdom
11 - Bibliography
Index
	A
	B
	C
	D
	E
	F
	G
	H
	I
	J
	K
	L
	M
	N
	O
	P
	Q
	R
	S
	T
	U
	V
	W
	Z
12 - Notes
13 - Notes
Back Cover