Built Environment Interface Management Student Handout PDF

CONSTRUCTION INTERFACE MANAGEMENT EFFECTIVELY MANAGE INTERFACES Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course....

CONSTRUCTION INTERFACE MANAGEMENT EFFECTIVELY MANAGE INTERFACES Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 1 “The secret of change is to focus all of your energy, not on fighting the old, but on building the new.” — Socrates Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 2 Context IM interventions, attributes, IM tools, and interface design processes provide foundation. Effectively managing interfaces and implementing IM at the project level will be the next step. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 3 Introduction Effectively manage interfaces and implement interface management (IM) at an organizational and project level IM processes can be This topic covers IM Roadmaps summarize IM implemented as workflows implementation and its implementation throughout and executed through a particularities. the project life cycle. workflow engine. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 4 Objectives Apply IM processes and Implement IM into a project workflows effectively Leverage a master Recognize implementation interface plan (MIP) correlation to project performance Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 5 Sections List 1 Interface Management Processes 2 Master Interface Plan 3 Interface Management Implementation 4 Relationship Between IM Implementation and Project Performance Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 6 Interface Management Processes Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 7 IM Maturity Model Introducing the maturity model for IM business processes Standard IM processes and workflows that are typical once maturity of implementation has been reached Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 8 Stages of Maturity for Business process IM Business Processes 1 Sustaining Enabling culture tools and systems Interface management 4 implementation 2 maturity model 3 Qualified people and practitioners Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 9 Stages of Maturity for IM Business Processes Stage 0 Stage 1 Stage 2 Stage 3 Stage 4 Implement ad hoc Adopt industry best Develop a best Measure the Integrate IM project-derived practice. practice on several impact of processes with processes to meet pilot initiatives processes on key other dependent coordination and projects. project project processes. requirements. performance indicators. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 10 Let’s Discuss ? In your professional life, are you in the process of implementing IM business processes and, if so, at which stage? ​ Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 11 Standard IM Processes and Workflows IM processes can be implemented as workflows and then executed through a workflow engine. There are processes that are often considered standard for mature implementation.. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 12 Standard IM Processes and Workflows Create and manage status of interface points (IPs). IP workflows support the creation, modification, cancellation, and closure of IPs for a project. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 13 Standard IM Processes and Workflows Issue IPs All IPs for a selected package are updated to reflect the contracting party after award. A user initiates the issue IP workflow based on the selected package, and all IPs are updated. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 14 Standard IM Processes and Workflows Document Interface Agreements (IAs) IAs become part of the interface register and include alerts and notifications to ensure timely responses. Relationships are established and maintained between the “parent” IP and all related IAs. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 15 Standard IM Processes and Workflows Owner Approval IAs can involve requests that may entail significant time and cost. There may be instances when the owner or operator wants to be involved in the direct dealings between the contracting parties. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 16 Let’s Discuss ? Have you worked on a project that required owner approval on IAs? Why was this required? Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 17 Standard IM Processes and Workflows Document Interface Action Items (IAIs) IAIs are sometimes used to document and track simpler tasks and activities to be completed by IM project team members. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 18 Standard IM Processes and Workflows IA change request During the life of an IA, many things can change. Such changes require an IA change request work process. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 19 Let’s Try It Under what circumstances would you need to change the interface agreement with Brian? Work with your group to imagine three situations that would require an interface agreement change request. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 20 Standard IM Processes and Workflows Updating the Interface Register Having a central repository of interface data (available to users worldwide) will ensure access to the most up-to-date information. Authorized users will have the ability to search for IPs, IAs, and IAIs... Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 21 Standard IM Processes and Workflows IM and Work Schedule Integration To establish, maintain, and track dependencies, the project team should use standard scheduling software on any work process that includes an interface. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 22  Standard IM Processes and Workflows Deliverables Integration Much of the interface-related data exchange among contractors will Physical interfaces deliverables provide information critical to include requests for data sheets, drawings, and specifications. making progress on their scopes of work. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 23 Standard IM Processes and Workflows Monitor and Control Reports and dashboards are tools to effectively control the scope, schedule, and execution of work. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 24 Standard IM Processes and Workflows Project handover The requirement for a formal project handover work process is important. At the completion of a project, this process should transfer all required information regarding the IM system to the client. Copyright ©2024 Copyright Project ©2024 Management Project Management Institute, Inc.Inc. Institute, All All rights reserved. rights reserved. This material This is being material provided is being as as provided partpart of aofPMI course. a PMI course. 25 Standard IM Processes and Workflows Project Administration Project administration processes are implemented and tailored to the needs and requirements of IM roles. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 26 Let’s Discuss While it might not be today, someday you’ll be ready to hand over the concessions projects. When that day comes, how will you handle the handover of the interface management components of this project? Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 27 Master Interface Plan Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 28 Master Interface Plan The master interface plan (MIP) represents methods, Used to manage inter-, intra-, Much of the MIP is generic strategies, and processes and exter-nal interfaces and can be a standard developed by the project throughout the project life cycle. corporate tool. management team. Copyright ©2024 Project Management Institute, Inc. All rights reserved. 29 This material is being provided as part of a PMI course. Purpose of the MIP The purpose of the MIP is to establish an IM process to manage key interfaces. MIP is used by interface coordinators and managers. Once established, interface points (IPs) and associated documents are transferred to the awarded parties. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 30 Contents of the MIP Definitions of IM, IPs, and IAs Purpose of IM Maturity level of IM in the project IM process Common types of IPs in the project Roles and responsibilities Sample IP and IA forms Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 31 IM Strategy The IM strategy in the MIP should address these issues: The types of IPs The work processes The roles and associated with the IPs responsibilities of project participants Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 32 Let’s Try It Identify the Components of the MIP Definitions Definitions RACI of IAs of IMs Information Sample IP Feasibility SMART Forms Analysis Goals Quality Control Definitions Time and Plan of WBSs Materials Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 33 Interface Management Implementation Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 34 IM Implementation CII has outlined a roadmap through the project life cycle as an implementation guide. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 35 Organizational Level Implementation Designate personnel These positions are responsible for Begin using common terms and develop as interface managers and interface maintaining and managing a list of shared understanding coordinators. interface issues. of the role and importance of IM. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 36 Project Level Implementation – Project Delivery Method Generally, projects use one of two project delivery methods: Design-Bid-Build Design-Build Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 37 Let’s Discuss ? Is IM more valuable in design- build or in design-bid-build? Why? Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 38 Design-Bid-Build Design-bid-build is a sequential, linear approach with each phase ending before the next phase begins. Detailed Design and Commissioning Feasibility Concept Construction Operation scope procurement and startup Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 39 Design-Build Design-build is a parallel and concurrent approach where multiple phases may overlap. Feasibility Concept Detailed scope Design and procurement Construction Commissioning and startup Operation Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 40 Project Implementation – Project Life Cycle Teams will see diminishing returns and potentially fewer benefits if they do not implement IM until the later stages of a project. Front-end planning phase Execution phase Handover phase Feasibility Concept Detailed scope Commission and Detailed design Procurement Construction (Appraise) (Select) (Define) startup Establish project Develop project viability organization Continue Identify key stakeholder stakeholders identification Update and assess Update and assess Develop IM strategy Begin implementing Conduct formal Develop WBS IM strategy and IM strategy and for the project (MIP) IM strategy lessons learned MIP MIP Align/establish soft Align/establish soft Benchmark IM Implement specific Measure IM Benchmark IM interface interface performance IM procedures performance performance relationships relationships Identify top-level Identify hard IPs Continue identifying Continue identifying Continue identifying IPs between WBS hard and soft IPs hard and soft IPs hard and soft IPs packages 007 Develop the IA Start executing IAs for hard and soft Execute IAs for Close out IAs for scheme hard and soft IPs hard and soft IPs IPs Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 41 Front-End Planning Phase Front-end planning phase Feasibility Concept Detailed scope (Appraise) (Select) (Define) Establish project Develop project viability organization Continue Identify key stakeholder stakeholders identification Develop IM strategy Develop WBS for the project (MIP) Align/establish soft Align/establish soft interface interface relationships relationships Identify top-level IPs between WBS Identify hard IPs packages Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 42 Execution Phase Execution phase Detailed design Procurement Construction Update and assess Update and assess Begin implementing IM strategy and IM strategy and IM strategy MIP MIP Implement specific Measure IM Benchmark IM IM procedures performance performance Continue identifying Continue identifying Continue identifying hard and soft IPs hard and soft IPs hard and soft IPs Start executing IAs Develop the IA Execute IAs for for hard and soft scheme hard and soft IPs IPs Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 43 Handover Phase Handover phase Commission and start up Conduct formal lessons learned Benchmark IM performance Close out IAs for hard and soft IPs Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 44 Let’s Try It If we fail to implement IM early, we are likely to see diminished returns on our efforts. What benefits could we expect to see from any IM implementation at each of the three phases? FEP | Execution | Handover Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 45 Principles of IM Implementation Seven principles based on real cases and research findings Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 46 #1: Tight Control Tight control of dynamic interfaces is essential to achieve project cost, schedule, and scope targets. A major technique is change control. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 47 #2: Clearly Defined Static project interfaces should be clearly defined through the life of the project. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 48 #3: Integrity of Project Integration Organizational factors should not be allowed to inhibit project integration. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 49 #4: Changing Organization Structure Project organization structures generally need to change as the project develops. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 50 #5: Early, Firm Control of Design Early, firm control of design is essential for effective project control. Firm control on finalizing design is fundamental to project success.. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 51 #6: Management of the Design/ Production Interface The design/production interface is the most critical project interface. It is also the most difficult to manage because the differentiation across it is so large. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 52 #7: Effort Key factors that determine the Required Is amount of integration required: a Function of Size, Degree of organizational differentiation Speed, and Basic objectives Complexity Speed Degree of uncertainty Integration required is a function of both degree of difference and type interdependence. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 53 Let’s Discuss The seven principles of IM implementation are based on data from around the globe. Have you ever witnessed one of the seven on a project? Tight control Early, firm control of design Clear definitions Management of the design/ Integrity of project integration production interface Changing organization Effort required is a function of structure size, speed, and complexity Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 54 Relationship Between IM Implementation and Project Performance Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 55 IM Implementation and Project Performance Research identified evidence of a relationship between IM implementation and project performance. Researchers reviewed projects that ranged from low to high levels of IM implementation. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 56 Mapping Project Performance Against the IM Maturity Model Low-level implementation High-level IM implementation Stage 0 Stage 1 Stage 2 Stage 3 Stage 4 No IM practice Least formal IM practice Semiformal IM practice More formal IM practice Very formal IM practice Low-level IM implementation (Stage 0 and Stage 1): Projects at stages 0 and 1 of the maturity model are those which indicate no IM practice (informal) and least-formal IM respectively. High-level IM implementation (Stages 2 through 4): Projects at stages 2, 3, and 4 of the maturity model are those which represent semiformal to very formal IM practices. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 57 Five Criteria Used to Assess the Impact of IM Cost growth on Project Performance Schedule growth Management hours growth Engineering hours growth Construction hours growth 008 Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 58 Cost Benefits of IM Implementation A high level of IM implementation reaps 5x better performance on cost growth compared to low levels. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 59 IM Implementation Impact Scenarios Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 60 Improved Performance Scenario Project cost: US$1-5 billion Details: Identified and managed IPs between interface stakeholders Outcome: Early completion by five months and improved performance represented US$25 million in savings Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 61 Resolved Procurement Issue Scenario Project cost: US$5-10 billion Details: Design subcontracted to several engineering contractors Outcome: Early identification of major IPs between the engineering and procurement contractor resulted in US$10 million of savings. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 62 Lack of Appropriate IM Scenario Project cost: US$5-10 billion Details: Lack of appropriate IM and failure to recognize a supply and quality issue Outcome: Penalty of US$10 million per week Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 63 Meanwhile, on Avocet Island Applying What You’re Learning Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 64 Outlining the MIP Front-end planning phase Concept Detailed scope Feasibility (Appraise) (Define) Knowing what to implement, and when, is (Select) going to be a major factor in your ability to 01 02 pull this off. Use the framework on page 18 of the Activity Workbook to start 03 07 working on your plan. 04 08 05 09 06 10 18 Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 65 65 Return and Report Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 66 Wrapping Up Effectively Manage Interfaces Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 67 Summary Effective management and implementation of IM at the organizational and project levels Various stages associated with implementation using project-level processes and procedures Standard IM processes can be implemented as workflows then executed with a workflow engine. Management can be done with the master interface plan (MIP). IM implementation can happen at any stage but is most beneficial in the early stages, using a roadmap to serve as a guide, and summarizes IM implementation. Research describes the positive relationship between IM implementation and project performance, and the cost and cost benefits of implementation. Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 68 Interface Management in Built Environment Projects Apply IM processes and workflows Implement IM into a project Leverage a master interface plan (MIP) Recognize implementation correlation with project performance Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 69 Up Next: Capabilities Needed for Interface Management Copyright ©2024 Project Management Institute, Inc. All rights reserved. This material is being provided as part of a PMI course. 70