Project management : achieving project bottom-line succe

Copyright......Page 5
CONTENTS......Page 7
FOREWORD......Page 15
PREFACE......Page 19
ACKNOWLEDGMENTS......Page 27
THE CONCEPT......Page 35
THE DEVELOPMENT......Page 36
THE ASSET IN USE......Page 37
PROJECTS......Page 38
THE GLOBAL VIEW......Page 39
THE Project Bottom-Line Success! PHILOSOPHY......Page 40
THE PROJECT ELEMENTS......Page 41
CASE STUDY 1 The Financial Impact of Project Decisions......Page 42
PROJECT ORIGINS—DETERMINING NEED......Page 61
STRATEGIC PLAN LINKAGE......Page 63
LIVING IN THE FUTURE......Page 66
PLANNING BEFORE APPROPRIATING......Page 68
REALITY CHECK......Page 70
IF IT ISN’T NEEDED......Page 71
CASE STUDY 2 Exit-Shear Installation: “Pay Me Now—or Pay Me Later ”......Page 73
PRO-FORMA AUTHORIZATION......Page 81
PREAUTHORIZATION ENGINEERING......Page 83
SCOPE DEFINITION AND DEVELOPMENT......Page 85
IDENTIFY SCOPE EARLY, AND IN DETAIL!......Page 86
CLARIFY OBJECTIVES; AVOID AMBIGUITY!......Page 87
DEFINING THE DEGREE OF SCOPE DEVELOPMENT......Page 88
RISK ALLEVIATION......Page 90
CASE STUDY 3 New Coating Line—“One-Stop Shop”......Page 95
QUESTIONS......Page 103
TO DO, OR NOT TO DO—THAT IS THE QUESTION!......Page 105
A CASE IN POINT......Page 106
IS THE MARKET ASSESSMENT VALID?IS THE TIMING RIGHT?......Page 109
BETTING THE FARM......Page 111
THE STRATEGIES......Page 112
THE REAL OPTION VALUATION......Page 114
OTHER FACTORS......Page 115
IS THERE A SUFFICIENT RETURN?......Page 116
IS THERE SOME OTHER WAY?......Page 117
FINDING ALTERNATIVES: AN EXAMPLE......Page 118
WHICH OPTION TO CHOOSE?......Page 120
THE ORGANIZED APPROACH......Page 123
APPOINTMENT OF A PREPROJECT PLANNING TEAM LEADER......Page 125
IDENTIFICATION OF THE NEED; ECONOMIC FEASIBILITY......Page 126
THE PLANNING PLAN......Page 127
GATHER INFORMATION; OBTAIN PRO-FORMA AUTHORIZATION TO PROCEED......Page 128
ANALYZING AVAILABLE TECHNOLOGY......Page 130
THE FINAL REPORT......Page 131
CASE STUDY 4 Granular Coal Handling System —Unchained Melody......Page 132
DEVELOP AND COMPARE ALTERNATIVES......Page 139
INITIAL INSTALLATION COSTS......Page 141
OPERATING COSTS......Page 142
COSTS OF LOST PRODUCTION......Page 143
DECOMMISSIONING COSTS......Page 144
DEFINING THE PRELIMINARY SCOPE......Page 145
FIRST ENGINEERING SUBMITTAL......Page 146
ANALYZE, PRIORITIZE PROJECT RISKS......Page 147
PRIORITIZING THE RISK LIST......Page 149
COMPATIBILITY......Page 150
PROJECT PARTNERING......Page 152
ISSUANCE OF INQUIRIES; SELECTION OF VENDORS......Page 153
SECOND ENGINEERING SUBMITTAL......Page 155
VALUE ENGINEERING AND SCOPE REFINEMENT......Page 156
INPUT FROM STAKEHOLDERS......Page 157
BUDGET DEVELOPMENT......Page 158
PROJECT COSTS......Page 159
COLLATERAL COSTS......Page 161
ALLEVIATING RISK......Page 163
DEFINING THE SCHEDULE......Page 165
FAST-TRACK SCHEDULES......Page 167
PROJECT PLANNING......Page 168
MANAGEMENT PLANNING......Page 169
IDENTIFYING BASIC START-UP OBJECTIVES......Page 174
IDENTIFYING OUTAGE DATES......Page 175
ESTABLISHING PROJECT CONTROLS......Page 176
LINES OF COMMUNICATION AND AUTHORITY......Page 177
PROJECT FUNDING APPROVAL......Page 179
PROJECT TEAM ORGANIZATION......Page 181
THE PROJECT MANAGER......Page 182
LEADERSHIP ISSUES......Page 186
ESTABLISHING THE TEAM......Page 187
WORKING GROUPS VERSUS PROJECT TEAMS......Page 188
SUPPLIER/VENDOR QUALIFICATION......Page 189
FISCAL STATUS AND TECHNOLOGICAL EXPERTISE......Page 190
THIRD-PARTY MANAGEMENT......Page 191
PROJECT PARTNERING......Page 193
SELECTION OF VENDORS......Page 194
IN GENERAL......Page 195
THE DESIGN ELEMENT......Page 196
OPERATIONS AND MAINTENANCE......Page 197
SYSTEMS/PROCESS CONTROL/COMMUNICATIONS......Page 198
PROCUREMENT/LOGISTICS......Page 199
PROJECT TEAM INVOLVEMENT......Page 200
SELECTION CONSIDERATIONS......Page 201
ENLISTING OPERATIONS SUPPORT—AN EXAMPLE......Page 203
INITIATION OF TRAINING PROGRAM DEVELOPMENT......Page 205
PROCUREMENT ON A QUALITY BASIS......Page 206
KEY CONSIDERATIONS FOR PROCUREMENT......Page 207
BID CONDITIONING......Page 208
AWARD OF PURCHASE ORDER......Page 209
SHIPMENT TO JOB SITE......Page 210
RECEIPT AT SITE......Page 211
PRIMARY AND SECONDARY CONTRACTORS......Page 212
PLANNING FOR PROCUREMENT......Page 213
CASE STUDY 5 The Case of the Troublesome Roll Grinders......Page 216
OFF-SITE INTEGRATED TESTS AND INSPECTIONS......Page 220
KEY CONSIDERATIONS FOR PRESHIPMENT TESTING......Page 221
START-UP PLAN REVISION AND REFINEMENT......Page 224
RESPONSIBILITY......Page 227
REPEATING PAST MISTAKES—AN EXAMPLE......Page 228
DEVELOPMENT OF A DETAILED CONSTRUCTION PLAN......Page 229
INVESTIGATION OF  “CONSTRUCTABILITY”......Page 234
SUBCONTRACTOR COORDINATION......Page 235
FIELD CHANGES......Page 236
START OUTAGE ONLY WHEN READY......Page 237
FIELD COST CONTROL......Page 238
INSPECTION OF WORK......Page 239
PROGRESS MEASUREMENT......Page 240
DRAWING REVIEWS......Page 241
CASE STUDY 6 Modernization of the Continuous Annealing Line......Page 242
IN GENERAL......Page 249
TESTING AND START-UP MANUAL (TABLE OF CONTENTS)......Page 254
DEVELOPMENT OF PREOPERATIONAL TESTING PROCEDURES......Page 256
TESTING DEFINITIONS......Page 257
CASE STUDY 7 Cooling the Achilles’ Cone......Page 262
CHAPTER TEN COMMISSIONING!......Page 267
KEY CONSIDERATIONS FOR COMMISSIONING......Page 268
DEVELOPMENT OF A COMMISSIONING PLAN......Page 269
START-UP OF ANCILLARY AND SUPPORT SYSTEMS......Page 271
COMMISSIONING: THE INTRODUCTION OF FEEDSTOCK......Page 273
GAUGING THE SUCCESS OF THE START-UP......Page 276
CASE STUDY 8 PLTCM and CA Line— "Where Did We Go So Wrong?”......Page 277
CHAPTER ELEVEN PROJECT-RELATED TRAINING......Page 283
KEY CONSIDERATIONS IN THE DEVELOPMENT OF EFFECTIVE TRAINING......Page 284
THE TRAINING-NEEDS ASSESSMENT......Page 285
IN-HOUSE TRAINING PROGRAM DEVELOPMENT......Page 288
VENDOR TRAINING......Page 289
TRAINING CONTRACTORS......Page 290
PUBLIC TRAINING FACILITIES......Page 291
TRAINING OBJECTIVES......Page 292
IMPLEMENT AND COORDINATE THE TRAINING PROGRAM......Page 294
EVALUATE AND ADJUST AS REQUIRED......Page 295
CASE STUDY 9 Operator Training: Are They Ready?......Page 296
PROVIDE FOR ONGOING TRAINING......Page 297
SOLUTION TO BLAST FURNACE TRAINING PROBLEM......Page 298
CHAPTER TWELVE THE SMALLER PROJECTS......Page 301
JUSTIFICATION......Page 302
SCOPE DEFINITION......Page 303
CASE STUDY 10 On the Links: Birdie or Bogey?......Page 304
RISK ASSESSMENT AND ALLEVIATION......Page 307
CASE STUDY 11 The Autoweld System—Upgrade or Masquerade?......Page 308
DESIGN AND PROCUREMENT......Page 311
KEY CONSIDERATIONS FOR CONSTRUCTION/INSTALLATION ON THE SMALL PROJECT......Page 312
IN SUMMARY......Page 313
IT’S A “DIFFERENT" PROJECT......Page 315
THE FORCES AT WORK......Page 316
THE ORIGIN OF THE PROJECT......Page 318
IDENTIFY THE STRATEGY......Page 319
INTERIM WORK......Page 320
MEET WITH AGENCY; OBTAIN CONSENT ORDER......Page 321
DESIGN, PREPARE WORK PLANS......Page 323
AGENCY REVIEWS AND APPROVALS......Page 325
PUBLIC RELATIONS AND PUBLIC AWARENESS PROGRAMS......Page 326
SAMPLE ANALYSIS AND QA/QC......Page 329
PUTTING IT ALL TOGETHER......Page 330
A TIME OF CHANGE......Page 333
TREAT IT AS A PROJECT!......Page 335
IDENTIFY THE GOALS......Page 336
THE MISSION STATEMENT......Page 337
CASE STUDY 12 Reapplying Material to Maximize Profits—or Emotionally Yours......Page 340
PROJECT ORGANIZATION......Page 345
THE STEERING COMMITTEE......Page 346
THE STEERING COMMITTEE ROLE......Page 347
THE PROJECT DIRECTOR......Page 349
THE PROJECT TEAM......Page 350
PLANNING......Page 351
EXECUTION......Page 353
WHAT IT FINALLY TAKES......Page 357
CASE STUDY 13 Before the Concrete Sets......Page 358
OBSERVATIONS......Page 362
IN GENERAL......Page 363
MAKE-GOOD ANALYSIS—CLOSING THE PBLS LOOP......Page 366
PROJECT STATUS AT TIME OF CLOSEOUT......Page 367
SOURCE OF BENEFITS EXPECTED FROM PROJECT......Page 368
SUMMARY......Page 369
TRADITIONAL CRITERIA FOR MEASURING PROJECT SUCCESS......Page 371
PROJECT AND VENTURE SUCCESS......Page 372
PBLS PRINCIPLE 1......Page 373
PBLS PRINCIPLE 3......Page 374
PBLS PRINCIPLE 5......Page 375
PBLS PRINCIPLE 7......Page 376
PBLS PRINCIPLE 9......Page 377
PBLS PRINCIPLE 10......Page 378
A PBLS GUARANTEE......Page 379
DEFINITIONS......Page 381
APPENDIX A FORMS......Page 387
APPENDIX B PROCEDURES......Page 449
INDEX......Page 521
ABOUT THE AUTHOR......Page 529