© Adept Management Ltd, 2009
An introduction to
Effective Design Planning & Management
John Steele & Paul Waskett
© Adept Management Ltd, 2009
An Introduction to Adept Management
ADePTServices
Design Management
ADePT DesignSoftware Suite
Integrated Design Planning
Process Control
Design Team Performance Reporting
ADePT Design Builder
ADePT Design Manager
Software Training
Design & Bid Management
Interim Design Managers
Strategic Planning & Monitoring
Process & Procedure Development
© Adept Management Ltd, 2009
Design Management Framework
Defining the Design
Process
Consultant Appointment
Collaborative Working
Integrated Design
Planning
CommercialControl
Design Development &
Control
Process Control
Design Team Leadership
®
Customer Engagement
© Adept Management Ltd, 2009
Poorly Managed Engineering - The Effect
o Fact – design / engineering projects overspend
• 36% of design commissions overspend
o Fact - design / engineering projects over-run
• 42% of design commissions are late
o Severe knock on affects in construction
• 51% of construction projects overspend
• 35% of construction work is late
Year 2007 – Construction Performance
Source: DTI construction statistics annual report, 2007
© Adept Management Ltd, 2009
Characteristics of Design
o Design is an iterative process
o Driven by information
o Can be highly complex
o Not always well understood
o Usually broken into sub-problems
o Can involve many people
o Normally undertaken in stages
© Adept Management Ltd, 2009
Why the ADePT approach?
o Establish common set of project objectives
o Generate understanding and knowledge of the project
o Educate:• Designers
• Contractors
• Clients
o Eradicate wasteful / unnecessary periods of rework
o Improve ability to monitor progress
o Make & capture strategic decisions
o Reduce the level of ‘risk’ in the project
© Adept Management Ltd, 2009
Stage 1: Taking a Systems View
Activity or Decision
• What will appear on the programme
• Must be understood by the owner
• Must be at the right level of detail!
© Adept Management Ltd, 2009
A1Architectural
Design
A2Civil
Design
A3Structural
Design
A4Mechanical
Design
A5Electrical Design
A0Facility DetailedDesign
Define and structure the tasks
Each of these ‘functions’ can then be sub-divided further
o Define Work Breakdown Structure (WBS)
o Identify level of detail in which to schedule ‘tasks’
o Assign ownership / responsibility for each task
© Adept Management Ltd, 2009
ArchitecturalDesign
A1
EnvelopeDesign
A.1..2A.1.1 A.1..3
Define and structure the tasks
© Adept Management Ltd, 2009
A completed process flow diagram
3
Produce Lift Shaft Structure Specification
2
Produce Lift Shaft Layout and Sections
1
Establish Size of Lift Shaft
Structure
Cross-disciplinary design info.
Uncheckeddesign
information
Lift shaftstructure spec
Lift shaft structure details
Lift shaft structural member thickness & depths
Manufacturer's info.Sub-contractor's info.
Lift motor room vent reqs
Lift levelling accuracyLift control method
Lift door opening details
Intra-disciplinary design info.
Lifting beam details
Precast floor details
Plant floor details
Ground water levels
Lift shaft pit/head req’s
Lift type
Building sections GAs
Lift plans & elevations
Task name (verb noun)
Cross disciplinary information input
Intra-disciplinary information
input
External information input
information output
© Adept Management Ltd, 2009
Information exchanges
Activity properties
Information requirements
Information outputs
Predecessor activities
Successor activities
© Adept Management Ltd, 2009
A Typical Design Processes
Deliverable
Deliverable
Deliverable.
Deliverable
DeliverableDeliverable
External Constraints
External Constraints
External Constraints
External Constraints
External Constraints
© Adept Management Ltd, 2009
Great!...Now we have the data what do we do with it?
…understand and streamline
© Adept Management Ltd, 2009
A Typical Design Processes
Deliverable
Deliverable
Deliverable.
Deliverable
DeliverableDeliverable
External Constraints
External Constraints
External Constraints
External Constraints
External Constraints
© Adept Management Ltd, 2009
A dependency structure matrixO
rder
of
acti
vity
Dependency classificationA = vital; B = important; C = nice to have
© Adept Management Ltd, 2009
Declassification is...
o Identifying Critical Decision Points & then• making assumptions; or
• adding fixity; or
• managing expectation & impact with the aim of
• reducing risk,
• reducing rework;
• minimising iteration.
o A STRUCTURED & EXPLICIT WAY TO STREAMLINE YOUR PROCESS
© Adept Management Ltd, 2009
Detailed Locker Room Co-ordination
Envelope / Structure Interface
Ceiling Voids & RCP Co-ordination
Sub-structure Co-ordination
In practice: clusters represent systems
© Adept Management Ltd, 2009
Co-ordination loops identified in ADePT and shown in the
design programme
© Adept Management Ltd, 2009
Integration with linear construction schedule
WP1 date - construction drivenWP2 date - construction driven
WP1 date - design driven
WP2 date - design driven+ve variance (late)
-ve variance (early)
…finding the pinch-points
© Adept Management Ltd, 2009
-100 -80 -60 -40 -20 0 20 40 60 80 100Procurement Packages Target Tender
Date
Bicycle Enclosures 13/07/2009Vehicle Barriers 13/07/2009Soft Landscaping 19/01/2009Internal Signage 06/04/2009Floor Screed 09/02/2009External Signage 23/03/2009Decorations 06/04/2009External Render 05/01/2009Floor & Wall Tiling 23/03/2009Soft Flooring 23/03/2009Lifts 09/02/2009Internal Glazed Screening 10/11/2008FF&E inc. White Goods 02/03/2009Catering / Kitchen Equipment 15/12/2008Small Kitchen Fitout 16/02/2009Fixed Furniture inc. Reception Desk 03/11/2008Security Fencing 06/10/2008Floor Painting / Epoxy Flooring 19/01/2009Hard Landscaping 04/08/2008Internal Joinery 15/12/2008Plumberwork / Sanitary / Toilet Fitout 17/10/2008BWIC 24/11/2008Toilet & Kitchen Pods 17/10/2008Internal Doors & Ironmongery 17/11/2008Roof Mansafe 18/08/2008Brick & Blockwork inc. Windposts 28/07/2008RainWater System 11/08/2008Dry Lining / Plasterboard / Fire Stopping 25/08/2008Flat Roof Coverings 23/06/2008Raised Flooring 04/08/2008Roof Cladding / Finishes 26/05/2008Roller Shutter Doors 02/06/2008Suspended Ceilings 22/09/2008Sports Pitches 07/04/2008Architectural & General Metalwork 18/08/2008Sliding / Folding Partitions 10/11/2008Curtain Walling 28/04/2008Insitu Concrete Frames 30/06/2008External Windows / Doors / Glazing 19/05/2008M&E Building Services 11/02/2008Retaining walls / Structures 05/11/2007Precast Cladding 17/03/2008Site enabling / Ground works 05/11/2007Drainage SW / FW 02/11/2007Substructures inc. Ground Slabs 14/04/2008Structural Steelwork / Decking / Purlings 31/03/2008Precast Concrete: Slabs, Stairs, Column 28/04/2008External Crib Walling 05/11/2007External Services 21/10/2007External CIS Pit & Ducting 02/11/2007
Variance: construction vs. design dates
© Adept Management Ltd, 2009
Understanding the impact
Impact understood and a managed decision can be made to resolve
this issue
© Adept Management Ltd, 2009
-100 -80 -60 -40 -20 0 20 40 60 80 100 -100 -80 -60 -40 -20 0 20Procurement Packages Target Tender
Date
Bicycle Enclosures 13/07/2009Vehicle Barriers 13/07/2009Soft Landscaping 19/01/2009Internal Signage 06/04/2009Floor Screed 09/02/2009External Signage 23/03/2009Decorations 06/04/2009External Render 05/01/2009Floor & Wall Tiling 23/03/2009Soft Flooring 23/03/2009Lifts 09/02/2009Internal Glazed Screening 10/11/2008FF&E inc. White Goods 02/03/2009Catering / Kitchen Equipment 15/12/2008Small Kitchen Fitout 16/02/2009Fixed Furniture inc. Reception Desk 03/11/2008Security Fencing 06/10/2008Floor Painting / Epoxy Flooring 19/01/2009Hard Landscaping 04/08/2008Internal Joinery 15/12/2008Plumberwork / Sanitary / Toilet Fitout 17/10/2008BWIC 24/11/2008Toilet & Kitchen Pods 17/10/2008Internal Doors & Ironmongery 17/11/2008Roof Mansafe 18/08/2008Brick & Blockwork inc. Windposts 28/07/2008RainWater System 11/08/2008Dry Lining / Plasterboard / Fire Stopping 25/08/2008Flat Roof Coverings 23/06/2008Raised Flooring 04/08/2008Roof Cladding / Finishes 26/05/2008Roller Shutter Doors 02/06/2008Suspended Ceilings 22/09/2008Sports Pitches 07/04/2008Architectural & General Metalwork 18/08/2008Sliding / Folding Partitions 10/11/2008Curtain Walling 28/04/2008Insitu Concrete Frames 30/06/2008External Windows / Doors / Glazing 19/05/2008M&E Building Services 11/02/2008Retaining walls / Structures 05/11/2007Precast Cladding 17/03/2008Site enabling / Ground works 05/11/2007Drainage SW / FW 02/11/2007Substructures inc. Ground Slabs 14/04/2008Structural Steelwork / Decking / Purlings 31/03/2008Precast Concrete: Slabs, Stairs, Column 28/04/2008External Crib Walling 05/11/2007External Services 21/10/2007External CIS Pit & Ducting 02/11/2007
Result: aligned construction & design dates
© Adept Management Ltd, 2009
Select tasks to add to the work plan for this period0%
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© Adept Management Ltd, 2009
Task Priorities
Due to be completed
Due to be progressed
Current Date
End of Focus Period
End of Look-Ahead
Period
Due to be completed in the next period
Due to be progressed in the next period
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© Adept Management Ltd, 2009
Workflow process in practice
1. Generate Workplan
2. Publish Workplan to design team
3. Update Workplan with
team’s progress & constraints
4. Update programme &
archive Workplan
Reschedule programme
Star
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© Adept Management Ltd, 2009
Overall Reporting
o What did we plan to achieve?o What did we complete?o What did we fail?o Why did we fail?o Fix problem and re-plan!
o What do we need to start / complete the activity in the future?
o What could stop us?
o How can we mitigate the risks?
o Ensure that we plan to deliver?
Looking Back
Looking Forward
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© Adept Management Ltd, 2009
Understanding the impact
Impact understood and an evidence-based decision made to resolve this by all parties
© Adept Management Ltd, 2009
Update the programme and report performance 0%
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© Adept Management Ltd, 2009
Report overall progress:activities, information or documents
• Activities completed• Information produced• Documentation issued
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© Adept Management Ltd, 2009
o Establish a work breakdown structure (WBS) for the design
o Identify a clear division of design responsibilities
o Identify all information dependencies and classify them based on their criticality
o Schedule all deliverables to be produced by the design team
o Record key project stages, target dates and durations
o Sequence a design process across all designers to exploit the availability of design information
o Identify key risks and decisions required by the team and client / owner
o Establish coordination requirements based on iteration in the design process
o Integrate the design process with the project procurement strategy
o Publish a target design plan in Asta Powerproject or Primavera 5.0/6.0
© Adept Management Ltd, 2009
o Publish short-term look-ahead plans
o Capture progress and the root-cause of any failures
o Ensure activities and coordination are closed out by the team
o Identify and manage constraints such as resource and informationshortages
o Report design team performance in an objective way
o Identify trends in the project delivery
o Publish clear management reports of progress, performance and trends
o Assess the impacts of major design changes
o Import progress reports to maintain a meaningful plan
© Adept Management Ltd, 2009
ADePT - Benefits Identified
o Identification and removal of “turbulence”
o Greater certainty of design co-ordination
o Ability to better prioritise design work
o Focus on task completion
o Effective integration of sub-contractor design
o Better change management
o Improved team collaboration
o Self-policing design team
o Design fee validation
© Adept Management Ltd, 2009
An introduction to
Effective Design Planning & Management
John Steele & Paul Waskett
024 7623 6929
www.adeptmanagement.com
www.amltechnologies.com