Chris Carson

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Project Controls Zone

International Guild of Project Controls Update

ByChris Carson, PSP, CCM, PMP

Corporate Director of Project Controls, Alpha Construction and Engineering Corporation

Guild Senator and Chief U.S. Editor for the Accreditation Scheme

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Chris Carson - Corporate Director of Project Controls, Alpha Corporation

Responsible for standards, processes, and procedures for a team of schedulers, analysts, and project controls managers in multiple locations, as well as analysis, work product, and testimony, marketing, and business development

Developed and manages the in-house project controls training program at Alpha Certifications:

PSP (Planning & Scheduling Professional – AACEi) CCM (Certified Construction Manager - CMAA) PMP (Project Management Professional – PMI)

University: University of Virginia, Mechanical Engineering, 1968 - 1972 Professional Field: 38 years of experience in Construction Management

Services specializing in Project Controls Active in multiple project controls and construction management associations

AACE International (Association for the Advancement of Cost Estimating International)

Active in PMI (Project Management Institute) College of Scheduling/Community of Practice

Active in CMAA (Construction Management Association of America) Active in Planning Planet and the International Guild of Project Controls

Chief Editor for US, writing P&S, Forensic Analysis, CE, and DC/CA Standards of Practice

Member of the Senate – governance for the Guild Chairman of the Professional Resources Committees (Professional Standards,

Educational Development)2

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The Roadmap to World Class Project Controls

The key to successful projects is effective project controls

Effective project controls comes from a structured approach to developing the planning cultureAdoption of industry best practicesRecruiting, training, mentoring personnelMaintaining state of the art competencies at all

levels

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What does a World Class Project Controls effort look

like?

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Project Controls Oriented Corporate Culture

Planning & monitoring are vital steps in processSenior management must actively support cultureCulture requires:

Development of project controls process integrating all disciplines: Planning and scheduling Supported by cost estimating and budgets Strong document control Careful adherence to the contract Claims avoidance Speedy analysis and resolution of all dispute issues All project controls disciplines work together to identify,

analyze, and resolve all issues affecting production or progress

Requires a serious commitment5

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Integration with Project Management

Project management team should be deeply involved with planning for proper buy-in

Project controls can provide useful analysis and recommendations

PM team uses analysis from project controlsPM team involves owner

Requires strong and repetitive interaction between project management and controls

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The Planning EffortEarly master or planning schedule/programme developed Integrated cost and schedule planningCareful contract reviewConstructability review for efficiencySchedule/programme is designed to suit purpose;

components match needsHold formal schedule development/planning session

Includes project management teamIncorporates claims avoidanceIncorporates risk assessment into session

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The Maintenance EffortProvide effective process for maintenance/usage of scheduleTimely regular updates with short interim planningEliminate progress-only reporting; power is in analysisFormal process of schedule analysis & feedback

Includes trending & completion predictions Includes claims avoidance & risk review

Engage with continuous modeling of current means & methodsEarly identification of problems

Interactive implementation of any necessary course corrections

Formal change management process includes Time Impact Analysis

Resolve all time related issues contemporaneously

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Planning Planet Support for GuildThe International Guild of Project Controls

Develop a body to enable recognition within PP community as well as employers/organizations

Align global & industry variations in standards & methods

Develop regional Centres of ExcellenceMaintain a globally recognized suite of best

practicesSupport efforts of professional organisationsSupported by large body of professional

organisations as sponsors

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Career Path Focused by discipline

Contract Administration/Document Control Cost Estimating Planning and Scheduling Forensic Analysis Project Controls encompasses all disciplines

Increasing levels of competence Registered/Member Foundation/Basic Competent/Associate Advanced/Senior Specialty Manager/Fellow in Discipline Industry Master/Fellow in Project Controls or

Forensic Analysis

Planning Planet Support for Guild

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Guild Career Paths

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Guild of Project Controls (GPC)

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1.Phase One overview2.Phase Two Introduction3.Confirmed membership levels4.Career path matrix 5.Knowledge testing and capability6.Recognising Existing Professional Qualifications7.How to join 8.Corporate sponsors9.Internal management10.Standards of Practice11.Introduction to Constitution12.Organisation chart13.What’s next? - Phase 3

1.Aims & Objectives Established

2.Governance, Controls and Initial Management Team in Place

3.Baseline Standards Underway

4.Career Path Identified

5.Corporate Support in Place

6.Regional Activities Emerging

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Phase 1 Recap

1.Standards of Practice

1. Planning & Scheduling draft out for public review April 1

2. Forensic Analysis draft in development, 80% complete, targeting June 1 release

3. Cost Management table of contents in development, planned start of content development May 1

4. Contract Admin/Document Control table of contents in development, planned start of content development May 1

2.Goal for all Standards; out for public review August 1

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Briefing on Phase 2

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Membership Levels

Following a selective poll of the corporate supporters and Planning Planet community we can confirm the proposed membership levels:

Industry “Fellow” - to be granted upon application and review, Forensic Analysis and Project Controls

“Master” or “Specialty Fellow” - able to manage teams and provide project and corporate strategy – expert level in a specific discipline

“Advanced” - to be able to provide guidance and manage teams

“Competent” - a proven level, able to generally operate under own initiative

“Foundation”- a basic level of understanding a capability

“Registered” – pending skill and capability testing / student level

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Testing follows educational standards established by experts such as Bloom

Based on the Cognitive Categories of

Requirements for Certification Levels

Knowledge & Capability Validation

http://upload.wikimedia.org/wikipedia/commons/9/9e/BloomsCognitiveDomain.svg

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The Guild recognises other industry related professional qualifications issued by the CIOB, PMI, APM, ACostE or AACE International

What does this mean for a member? - You could be eligible for a higher level of membership pre accreditation process.

What do I need to do? - Apply and Guild experts will benchmark the certifications against the career matrix and membership levels.

You will be awarded this level and career path, along with being flagged in the system as “cross-accredited”. Once the Guild’s accreditation process is up and running you will be required to validate your stated level of competence and career path by carrying out the Guild Accreditation process. This must be within 6 months of it being launched.

You will be eligible for a major discount on the cost of certification.

Recognising existing Professional Qualifications

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How do I Join…Step 1

Become a member of Planning Planet.

Go to www.planningplanet.c

om Step 2 Complete your

“online experience

profile” Step 3 Complete the “online self assessment” Step 4

Request to Join. Contact

[email protected] concerning

your request

Planning Planet is currently hosting the Guild’s establishment and have provided this service free of charge to you

This will help both us and you understand your background and experience as well as your future interests

The self assessment is an honour- process to help you identify your strengths and weaknesses and to help identify were you may wish to improve.

It is NOT part of the accreditation demonstrating competence.

A Guild Officer will liaise with you in this step to welcome you to the Guild and identify contacts

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1.The above will register the applicant as a “Registered Member” which is a non-certified position unless of course the applicant has an existing industry related professional qualification. 2.New independent web presence www.theGuild.net developed.

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The Guild is in discussion with 70 other employers. The initial 20 will be given ‘Founder Status’ with unique benefits.

Corporate Support

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Standards of Practice (SoP)

The Guild is setting “Standards of Practice”, through the Professional Standards Committee, that will set the expectations that employers will have of Guild Members. These standards form the bedrock of our capabilities and are one of the fundamental changes the Guild will introduce into the working environment. Remember these standards are set by your peers so you can influence them.

The Guild and its members will classify and adhere to defined Standards of Practice:

Discipline / Career Path

Status of Standards of Practice

Project Controls - Elements defined

Contract Admin / Doc Control

- Elements defined, standards commencing

Planning & Scheduling- Elements defined, standards under draft review

Cost Estimating - Elements defined

Forensic Analysis- Elements defined, standards under draft review

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Governance & Control

GUILD PRESIDENT

SENATE

GOVERNANCE COUNCIL

GOVERNANCE OF GUILD OPERATIONS

MISSIONProtect the image and public profile of the Guild and ensure that deployed policy is in the interests of the stakeholders

MISSIONEnsure that the activities of the Guild are conducted in accordance with the constitution and aligned with the Guild approved objectives

REGIONAL MANAGEMENT

COUNCILS

MISSIONEnsure that activities within the region are conducted in accordance with the constitution and aligned with the Guild approved objectives

EXECUTIVE GOVERNANCE OF GUILD

Operations Management

MEBERSHIP REVIEW COMMITTEE

MANAGEMENT SUPPORT

COMMITTEE

STRATEGIC DEVELOPMENT

COMMITTEE

EDUCATION DEVELOPMENT

COMMITTEE

COLLABORATION AND PROMOTION

COMMITTEE

PROFESSIONAL STANDARDS COMMITTEE

INFRASTRUCTURE SUPPORT

COMMITTEE

FOUNDATION

PROFESSIONAL DEVELOPMENT

INFRASTRUCTURE SUPPORTCOLLABORATION & PROMOTION

MISSIONPromotion of image through events and establishing collaborative relationships with external bodies

MISSION Oversee and manage infrastructure -created to support the operations of members in the field

MISSIONSetting and maintenance of standards and ongoing support of Guild Members in the field

MISSION Provision of educational, career path and support services to Guild Members in the field

MISSION Oversee and manage the Guild’s internal operation

MISSION Deployment and operation of Guild professional standards

MISSIONIdentification of opportunity & direction, for promotion of Guild interests

OFFICERS ROLEAct as the Regional Operational Officers by leading local development and deployment of Guild aims & objectives.

Demonstrate 10 years relevant experience

•To represent the Guild•To chair regional meetings•To interview candidates•To appraise senior applicants•To mentor where required•To appraise professional documents

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Regional Management & Officers

MISSIONEnsure that Guild activities within Regions conducted in accordance with constitution and aligned with objectives

REGIONAL CHAIRPERSON Elected from the Regional Officers by the Regional membership

REGIONAL GUILD OFFICERS Representative of the regional memberships and elected through formal elections.

Regions can replicate elements of the Guilds Management Structure if that assists local activity

Duration of appointment – 2 years

REGIONAL MANAGEMENT

COUNCILS

GUILD HEADQUARTERS

HEADQUARTERSThe membership will elect where the Guild’s Headquarters is to be based. Anticipation is that it will relocate every 2 years.

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Internal Management System

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WHERE ARE WE NOW?

•Aims & objectives in place•Foundation & processes in place•Governance and controls in place•Initial management team in place•Baseline standards underway•Career Path identified•Corporate support in place•Regional groups emerging

HOW CAN YOU BE INVOLVED?

•Apply to join a Committee•Help with Good Practice Standards•Become an Industry Expert•Run or support a Regional Meeting•Run or support a Special Interest Group•Become a Guild Officer•Commence on the Membership Route•All timescales are dependant on your level of input and involvement, so get involved!

Our Plan

Phase Two

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Planning & Scheduling Standards of Practice – in final reviewPlanning & Scheduling Best Practices Body of

KnowledgeProvides the knowledge basis for certification

Level 0 – Why Plan? Level 1 – Planning Methods Level 2 – Designing the Schedule/Programme/Project

Plan Level 3 – Developing the Schedule/Programme/Project

Plan Level 4 – Maintaining the Schedule/Programme/Proj. Plan Level 5 – Using the Schedule/Programme/Project Plan Level 6 – Forensic Analysis from a Scheduling Perspective

Guild Standards of Practice

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Planning & Scheduling Standards of Practice


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Contract Administration/Document Control Standards of Practice – Table of Contents DevelopedProvides the knowledge basis for certification


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Contract Administration/Document Control Standards of Practice – Table of Contents Developed


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Cost Management Standards of Practice – Table of Contents DevelopedProvides the knowledge basis for certification


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Forensic Analysis Standards of Practice – Table of Contents DevelopedProvides the knowledge basis for certification


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The Guild SoP TrainingTraining for Best Practices

Will follow the Standards of Practice and other guides

Training to be developed to facilitate progressive study to reach levels for each discipline

Training will include testing/feedback loopDevelopment will be online for ease of

participationTraining will provide real-world skills that can be

immediately implementedTraining materials under development by known

experts in the various disciplines36

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Industry Project Controls Associations Collaboration Efforts

AACE internationalTrue project controls associationTotal Cost Management Framework with

Recommended Practices supplying piecemeal bodies of knowledge

High level of quality, great productsLarge amount of knowledge still to be capturedWorking on collaboration agreement

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PMI College of Scheduling/Scheduling Community of PracticePlanning and scheduling only associationWorking on Best Practices and Guidelines for

Scheduling, due out late this yearFuture efforts; BP&G for Schedule Impact

AnalysisPMI has several high-level Standards: WBS,

Scheduling, Earned ValueWorking on collaboration effort

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Plans to collaborate with all project controls industry associations

International centre aligning and correlating certifications

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Phase ThreeRelease Standards of Practice for public peer

reviewRelease first version of certification examsDevelop training aligned with certificationsIssue certifications

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Roadmap to World Class Project Controls

Planning Planet and the Guild are developing the first comprehensive package of career path guidance

Valuable for practitioners and employersThis is truly the roadmap to the world class

projects controls we’ve all envisioned!

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Documents

Chris Carson