Project Management PDF

Project Management The Design Effort 2 The Need for Rigor To achieve a high high‐performance performance building, building the design team has to adhere to a strict process of evolution in the design… design If the design process is loose, then the solution will necessarily have to be “run‐of‐the‐m...

Project Management The Design Effort 2 The Need for Rigor To achieve a high high‐performance performance building, building the design team has to adhere to a strict process of evolution in the design… design If the design process is loose, then the solution will necessarily have to be “run‐of‐the‐mill.” 3 The Need for Checklists HVAC systems are complex HVAC systems are becoming even more complex (high performance, sustainable, green, etc…) An experienced designer cannot be expected to remember every detail every time Checklists are needed… for ALL designers 4 What are Checklists? Most engineering firms have checklists… checklists – They are usually designed to catch omissions and errors – They are used at the very end of the design effort… when there is time Good checklists prompt the right behavior at the right time 5 Example of a Bad Checklist 6 Example of a Good Checklist 7 Defining Project Markers For billing purposes To track progress – Keep architect and other designers informed – Keep owner and commissioning authority informed To cover every step of the process 8 Checklists as Markers By using “good” good checklists for each phase and sub‐phase of the project, the % complete can be tracked easily. easily 9 Keeping Track with Checklists 10 30%, 60% or 100%? Project progress billing usually requires submissions at 30%, 60% and 100% of design completion; what does it mean? There is no consensus among engineering firms and their clients/partners Proposals should define deliverables clearly and d specifically ifi ll 11 Guide for 30% There really shouldn shouldn’tt be any mechanical drawings submitted… The deliverables should be: – OPR – ODI or a design brief – Preliminary energy model of the recommended solution – Constructability notes or sketches (pipe or duct shafts and approximate mechanical space dimensions) 12 Guide for 60% Preliminary drawings: – Center line ductwork and pipe – Roof plan of mechanical equipment (including vents vents, chimneys, air intakes, exhausts) – Mechanical room proposed layout – Detailed samples of completed spaces Sensor location Diffuser location (coordinated with lights) Duct location and sizing – Sample l off the h equipment i schedule h d l 13 Guide for 60% Preliminary specifications – List of all specifications sections – Sample of a few completed specification sections Completed sequences of operations for HVAC and line diagrams 14 Guide for 100% Completed drawings – Detailed list of drawings* – Project‐specific Project specific legend – Detailed line diagrams with plain‐language sequences of operations Completed specifications *Tip: you don’t have to use the same scale as architects on drawings Mechanical details often require more space: give drawings… your drawings more room, for clarity’s sake. 15 The Need for Documentation Project management is a LOT about keeping good records of the project steps: Meeting minutes Site visit reports (with photos) D il d design Detailed d i notes Calculations Scope creep notes Up‐to‐date energy models 16 Timely Documents It s easy to get bogged down with paperwork It’s and emails… Treat every request for construction documents with urgency urgency… Approve shop drawings promptly Reply to requests for information quickly Issue meeting minutes one or two days after the meeting took place Write and send site visit reports on the day of the visit 17 Scheduling Scheduling the work of designers is really simplified with proper checklists By breaking b ki down d each h phase h off the h design d i iinto a series of steps, a manager can easily predict how much time an activity will take Designers g should be ggiven a time budget g for their tasks – “Write Write the OPR; it should take you about 16 hours.” hours. 18 Resource Leveling Resource leveling is a project management technique used to examine unbalanced use of resources (usually people or equipment) over time, and for resolving over‐allocations or conflicts. conflicts With each proposal, you should prepare a detailed Work Breakdown Structure (WBS) 19 Sam mple W WBSS 20 Resource Leveling: Budget by Phase, by Task 21 Relationship Between Tasks To To establish the critical path path, the dependency of the tasks must be clearly defined: – Task A must follow Task B – Task C can start at the same time as Task B – Task D is independent but should be completed with Task C… 22 Critical Path Longest sequence of activities in a project plan that must be completed on time for the project to complete on due date. An activity on the critical path cannot be started until its predecessor activity is complete; if it is delayed for a day, the entire project will be delayed for a day unless the activity following the delayed activity is completed a day earlier. li 23 Project Management Software Organize tasks Assign estimated hours for each task Trackk actuall h hours Resource leveling Manage the critical path Graphical reporting … 24 Questions? 25 Evaluation and Certificate Please ease fill out tthee cou course se evaluation e a uat o form o and a d return it to the monitor. You will receive your Certificate of Attendance when you complete the evaluation form. Please include New York, Florida, North Carolina or AIA numbers if applicable. If yyou have anyy questions q about ASHRAE courses,, please contact Martin Kraft, Managing Editor, at [email protected] 26 ASHRAE Professional Certification Do you want to stand out from the crowd? Become ASHRAE certified. ASHRAE certification serves as a springboard for your continued professional development. Assure employers and clients that you have mastered the body of k knowledge l d that th t subject bj t matter tt experts t have h identified id tifi d as reflecting fl ti best b t practices. Please visit the following URL to learn more about our programs: www.ashrae.org/certification – – – – – – Building Energy Assessment Professional Building Energy Modeling Professional Commissioning i i i Process Management Professional f i l Healthcare Facility Design Professional High‐Performance Building Design Professional Operations & Performance Management Professional 27