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PMP SQUAD Building a Dream Home

PROJECT OVERVIEWProject DefinitionThe PMP SQUAD will design and build a 2200 sq. ft. single family homeThe home should meet the familys need and address concerns regarding space, layout & design, budgetThis project will follow a two phased approach of Design and BuildThe house will be built in a period of 12 months and cost during the overall span of the project is estimated to be $1.5 millions

Vision/Scope Statement

The vision is to design & build a 3 bedroom house for Smiths family in a period of 12 months on a plot of land they have already purchased

The house will suffice all the requirements elicited by the homeowner and address all the concerns with regards to their living comfort and amenities

Scope

Phase-1 (Design)Project PlanFeasibilityArchitectural drawings including coordination of engineersInterior design services

Phase-2 (Build)Construction ScheduleGeneral contracting service including coordination of subcontractorsSubmission & Procurement of all permitsAward a certificate of occupancy to the homeowner

Scope Assessment

Out of Scope

Finding plot of land

Purchasing plot of land

Mortgage or Financing services

Outdoor Landscaping work (driveways, plants, pool, etc.)

In Scope

All aspects of design including feasibility study, architectural drawings, interior design plans

All aspects of procurement of materials and permits

All scheduling related issues relative to obtaining permissions and materials and scheduling work on site

Objectives & Success Criteria

Criteria for Evaluation

Execution of milestones on time and budget

Finalized plans for approval

Construction within quality standards defined by the stakeholders

Objective

Successful completion of architectural drawings and interior design of home to satisfy homeowners needs delivered on time and within budget

Successful completion of construction execution of design on time and within budget

Compliance with all code requirements Project Charter

Project Sponsor: Kimi Ziemski

Project Manager: The Jones Design and Build Firm

Project Stakeholders:Kimis familyThe Happy Town community where the house will be builtThe city/municipal government, etcKey Team Members-The Jones Design and Build FirmPeeyush (Construction Manager)Ella (Business Communication Manager)Zephyr (Architect)Allison (Interior Designer)Project Charter contd

Project Deliverables

Project planFeasibility drawings and concept designConstruction cost and schedule estimatesInterior Design servicesArchitectural drawings Procurement of long-lead itemsPermitsBid &/or negotiationsSubstantial completion of construction and turnover

Assumptions

It is assumed that the homeowner has already selected and purchased a site for their home and that the site is in suitable condition for construction.

It is assumed that the homeowner has secured financing for their land and for the costs of the design-build portion of the project.

We are insured and properly licensed to do the work.

We assume that there is no delays related to sponsors willingness and availability to make decisions in accordance with the milestone schedule provided

ConstraintsTime- Project will follow a schedule from May 2010 to April 2011 (design and build)

Cost Budget for entire project, including both design and build phases is estimated to be $1.5M

Scope Design and construction services including interior design

Project Lifecycle Approach

We will use an overall linear lifecycle approach because the nature of a construction project is based on goals that are clearly defined and concrete.

Incremental, adaptive &/or iterative lifecycle approach will be used within discrete design phases to accommodate the changing requirements and desires of the stakeholders

STAKEHOLDER ANALYSIS

Stakeholder Analysis

KimiKimis FamilyJones Design FirmCity OfficeNeighborhood AssnRole: Project Sponsor (Approves funding for the project, changes affecting cost and changes to requirements)Role: Homeowner (Approves: design decision and changes affecting schedule)Role: Manage and coordinate all activities during the project life cycle (Architectural drawings, interior design, execution of construction, submission and procurement of all permits, communication between stakeholders)

Role: Approves initial designRole: Represents city regulations or laws affecting this project

Expectations

KimiKimis FamilyJones Design FirmCity OfficeNeighborhood AssnExpects that the project will be completed within given time and budget. She sees this project as a long term investment and agreed to pay $1.5M toward this project. Kimi expects that Smith Family will be satisfied with their new houseThe house will be designed based on their needs and expectations. Wants to be involved in interior design to make a chose on product selection. Expects 3bedrom + den/ 3bathroom house, big kitchen with marble counter, bamboo heated floor, movie theater room and a custom made a wine cellarExpects that the project will be completed within given time and budget. The house will be designed based on the familys needs and expectations

The house will be built within aesthetic guidelines set forth by the neighborhood association Expects that the house will be designed and built according to city codes and regulationsCommunication Plan

The purpose of Communication Plan is to define the communication mechanisms and methods that will be required during the project life cycle to successfully build a Dream Home for Kimis family currently targeted to complete on April 2011

The plan covers the project communication between Kimi, Kimis family and Jones Design and Build Firm onlyBiweekly project status meetingWeekly Planning and risk/issue meetingDaily Construction update meeting

Biweekly Project Status Meeting

Meeting ObjectivesTo review project statusTo be an escalation point for project issue resolutionTo be an opportunity for the Building a Dream Home Project management team members to gettogether to plan, communicate essential information, discuss issues, and make decisionsAttendeesKimi Project SponsorKimis family StakeholderThe Jones Design and Build Firm StakeholderElla Furman- PM/Business Communication ManagerZephyr DeGrote- PM/ ArchitectAli McMahon- PM/Interior Designer Peeyush Sharma- PM/Construction Manager FrequencyBiweekly on Thursday with daily checkpoint meetingsLocationPMP Squad OfficeDuration1 hourInputsBiweekly Project Status report, including status, risks & issues, dependencies and leadership actionsAgendaPlanning UpdatesMilestones AchievedMilestones MissedFuture MilestonesDependenciesIssuesRisksProject CommunicationsLeadership Actions ReviewWeekly Planning and Risk /Issue Meeting

Meeting ObjectivesUpdate project plan with actuals

To validate all the High priority Risks/Issues and take appropriate actions accordingly.AttendeesThe Jones Design and Build Firm StakeholderElla Furman- PM/Business Communication ManagerZephyr- DeGrote PM/ ArchitectAli McMahon - PM/Interior Designer Peeyush Sharma -PM/Construction Manager FrequencyWeeklyLocationPMP Squad OfficeDuration1 hourInputsProject Plan, Risks / Issues, Status, DependenciesAgendaReview progress on existing risks /issues /assumptionsUpdate trackingIdentify new Risks /Issues and assign resolution ownershipReview progress against project planImplement plan updatesElaborate future sections of the planReview dependency status

Daily Construction Update Meeting

Meeting ObjectivesReview construction progress, risk and schedule.AttendeesThe Jones Design and Build Firm StakeholderElla Furman- PM/Business Communication ManagerZephyr DeGrote- PM/ ArchitectPeeyush Sharma -PM/Construction Manager FrequencyDaily LocationOn siteDuration2 hourInputsProject Plan, Construction Status report, including risks & issues, dependencies AgendaReview progress against project planCheck for risks/issuesMONITORING & CONTROLLING

Project Execution and Change Control

PROJECT BUDGETPhase 1 - Design

PhaseItemAmountPhase 1 Design DocumentsItemized Below$90,000 in totalDesign Brief$1200Project Plan Development$800 Concept Design and Feasibility Drawings$15,000Construction Documents$42,000Interior Design$31,000TOTAL moving into Phase 2$90,000Phase 2 - Build

PhaseItemAmountPhase 2 Pre-Construction ActivitiesItemized Below$910,000 in totalBid$4250Permitting$5000Build Detailed Construction Schedule$750Procurement of Long Lead Items$900,000Phase 2 ConstructionItemized Below$500,000Construction$450,000Project Closeout$3000Contingency$47,000Project Budget- Total

PhaseAmountNotesPhase 1$90,000Phase 2 Pre-Construction Activities$910,000Phase 2 Construction$500,000TOTAL $1,453,000Without ContingencyTOTAL $1,500,000With ContingencyMethodology Used: Bottoms-up EstimatingWe broke down the cost estimates in the WBS and rolled it up into the project total The Project budget is within +/- 5% as it is based on well defined estimates, vendor quotes, unit prices, etcBudget Breakdown

Budget Graph

RISK ANALYSISRisk Register

RankingEventP/IRoot CauseTrigger (s)Mitigation StrategiesContingency PlanOwner1Scope ChangeH/HChange in requirementsCall from clientOpen communicationRecommend optionsChange controlAccept OR Reject proposalPeeyush 2.Materials AvailabilityM/HSupplier availabilityTransportation

Supplier communicationTracking Check with multiple suppliersAccommodating in schedule Alternate materialAccommodate change in scheduleAlison3Community FactorsM/HDisapprove of designExecution

Communication to clientAddress issues early in the process/Communicate early Gifts ?Peeyush4Weather H/LUnexpected weather conditions Empirical evidenceExpected in ScheduleWork in some other areasOvertime Ella 5Recommendations for other workH/LReputation and QualityCall from new clientHave resources in the wingsGrow business Peeyush6Loss of Key Team Member (Zephyr)L/HIf Zephyr gets better job offer Calls from headhunters or competitorsThe Zephyr Retention Plan make sure shes happy in job and has key satisfaction factorsHave 3 names of people who can step in and do jobAlisonOther Risks

RisksPriority/ImpactLabor constraintsL/HPermittingL/HCode ViolationsL/HInspection failureL/HChanges in regulationsL/HSecurity/Theft/VandalismL/MLack of signoff from clientL/HNatural CalamityL/HRisk Analysis/Quantification

PROBABILITYLow + HighHigh + HighMed + High Low + MedMed + MedHigh + MedLow + LowMed + LowHigh + LowIMPACTPROBABILITYIMPACTWORK BREAKDOWN STRUCTURE (WBS)Project Lifecycle

Iterative design process used for the following phases: Design Brief, Feasibility, Interior DesignApproveWBS Phase 1 (Design)

1.0Design / Documents1.1 Design Brief1.1.1 Determine style and basic requirements1.1.2 Design Brief documents1.2 Project Plan1.2.1 High level project schedule1.2.2 High level estimate1.2.3 Develop WBS1.3 Feasibility1.3.1 Site Survey1.3.2 Refine stakeholder requirements1.3.3 Code check1.3.4 Schematic drawings1.4 Construction Documents1.4.1 Architectural drawings1.4.2 Coordination of consulting engineers drawings1.4.3 Custom design details1.5Interior Design1.5.1 Develop concept1.5.2 Custom design development1.5.3 Source interior finish materials1.5.4 Source furnishingsWBS Phase-2 (Build)

2.0Build2.1 Permitting

2.1.1 Compile packages for submission2.1.2 Monitor and expedite permits2.2Preconstruction Activities

2.2.1Bid2.2.1.1 Develop bid list2.2.1.2 Solicit bids and answer RFIS2.2.1.3 Qualify and award bids2.2.2Mobilization2.2.2.1 Organize labor2.2.2.2 Organize material2.2.2.3 Build detailed construction schedule2.2.3 Procurement of materials2.3Construction2.3.1 Execute construction activities2.3.2 Monitor and report on construction activities2.4Project Closeout2.4.1 Compile closeout documents2.4.2 Receive/send final payments and execute all final lien releasesResponsibility Matrix

Critical Path TasksWBS task #TaskPM Const. PeeyushPM Int.Des. AliPM Bus. & Comm. - EllaPM ZephyrSponsorOther Subcont.Other - City1.1Design Brief1.1.1Determine style and basic requirementsII,SSCA, I1.1.2Design Brief documentsI,SSCS, I1.2Project Plan1.2.1High level project scheduleIICIA1.2.2High level estimateI,SI,SCIAI1.2.3Develop WBSI,SICIAI1.3Feasibility1.3.1Site surveyISC1.3.2Refine stakeholder requirementsIIC,SS,IAI1.3.3Code checkISA, C1.3.4Schematic drawingsIISCAII1.4Construction Documents (CDs)1.4.1Architectural drawingsIISCIA1.4.2Coordination of consulting engineers drawingsSCA1.4.3Custom design detailsI,SI,SSCA1.5Interior Design1.5.1Develop conceptIC SIA1.5.2Custom design developmentICSS, IA1.5.3Source interior finish materialsICSS, IA1.5.4Source furnishingsICSS, IAA=Approves; C=Creates; I=informs; R=Reviews; S=SupportsCritical path tasksWBS task #TaskPM Const. PeeyushPM Int.Des. AliPM Bus.&Comm.EllaPM Arch. ZephyrSponsorOther Subcont.Other - City2.1Permitting2.1.1Compile packages for submissionIIS, RA, C2.1.2Monitor and expedite permitsSS, RCI2.2Preconstruction activities2.2.1Bid2.2.1.1Develop bid list and solicit bidsCIS, RI, R2.2.1.2Answer RFIsI, RISA, C2.2.1.3Qualify and award bidsA, CIS, RCR2.2.2Mobilization2.2.2.1Organize laborA, CS, R2.2.2.2Organize materialA, CS, RS2.2.2.3Build detailed construction scheduleA, CIS,RIR2.2.3Procurement of materialsCCS, RII, RC, I2.3Construction2.3.1Execute construction activitiesAI,RS, RRC2.3.2Monitor and report on construction activitiesCIAII2.4Project Closeout2.4.1Compile closeout documentsI, SI, SCI, SAI2.4.2Receive/send final payments and execute all final lien releasesCSAIA=Approves; C=Creates; I=informs; R=Reviews; S=SupportsSchedule

Appendix

Stakeholder Analysis Document

KimiProject Sponsor (Approves: funding for the project, changes affecting cost and changes to requirements)HighHighNot interested in details, just results and how this affects the bottom line. Expects status report at the end of each milestone.Kimi expects that the project will be complete within given budget and on time. She sees this project as a long term investment and agreed to pay $1.5M for this project. Kimi expects that Smith Family will be satisfied with their new house and they will move in to a new house on scheduled date.Make sure that the project objectives are clearly communicated to the project team. Meet with team leads (Architecture, Construction Manager, Sub-contractors and etc.) on a weekly basis to go over the progress status, discuss action items, completion dates and issues (if there are any). Meet with Kimi on monthly basis to report progress from the last month and planned accomplishment for the next 30 days. Show how the project team will also manage project costs and provide a good return on investment.Kimis FamilyHomeowner (Approves: design decision and changes affecting schedule)HighHighLikes to know the details on a project progress. Wants to participate in design phase.Smith Family expects that the house will be designed based on their needs and expectations. Wants to be involved in interior design to make a chose on product selection. Expects 3bedrom + den/ 3bathroom house, big kitchen with marble counter, bamboo heated floor and the movie theater room. Mr. Smith is a wine collector and he wants to have a wine cellar for his collection. Meet with family in a beginning of Design phase to discuss their needs. Provide few design options that would fit their expectations. Be open and creative to any ideas from family. Make sure that the project objectives are clearly tied with the project schedule. Communicate progress status bi-weekly.The Jones FirmManages and coordinate s all activities during the project life cycleHighLowOver the years, built very good reputation to design and build a unique residential homes within given time/ budget and project constraints at high satisfaction rate.Expects that the project will be completed within given time and budget. The house will be designed based on the familys needs and expectations. Spend more time with family during the design phase to understand the family needs and expectations from this house. Manage, coordinate and communicate all activities throughout the project.Neighborhood AssnApproves initial designLowMediumFamily oriented and quite neighborhood. Requires having architecture design approval from Neighborhood Assn board committee.New house should not close the ocean view for other neighbors. Meet with Board Committee to get information on neighborhood regulations and requirements in a beginning of design. City OfficeRepresents city regulations or laws affecting this projectLowMediumThe public office hours are limited. Have to call one week in advance to schedule an appointment. Project Sponsor is required to be during design presentation.Expects that the house will be build according to city codes and regulations.Make sure that the house is design according to the city regulations. Check city requirements at the beginning of design phase.Project Dashboard

ProjectMetricStatusTrendProblem StatementCorrective ActionBuilding a Dream House 02/15/2011ScopeGreenGreenn/aNo scope change.ScheduleRedGreenMissed exterior painting completion deadline by two weeks due the weather condition.Less than 25% probability that it will impact project completion date. Subcontractors spend more time on inside work during this period.CostGreenGreenn/aCompletion within budgetOverall HealthYellowGreenExecutive SummaryResultsSignificant results on Interior Design. 70% of work is complete. Based on today's status report, well be done with construction sooner than planned. Install hardwood floors.Next StepsWorkingFinishing up electrical work.Get City approval upon completion.ChallengesMetric Status Definition ScopeGreenNo scope change.YellowChange within 10% of original scopeRedChange over 10% of original scope. Need re-baseline.ScheduleGreenOn track for scheduled completionYellowWithin 10% of scheduled completionRedOver 10% scheduled completion. Need re-baseline.CostGreenCompletion within budgetYellowCompletion within 10% of budgetRedCompletion over 10% of budget. Need re-baseline.Metric Trend DefinitionColorDefinitionGreenLess than 25% probability that a project risk that impacts a parameter target (scope, time, cost) will occurYellow25% to 50% probability that a project risk that impacts a parameter target (scope, time, cost) will occur.RedGreater than 50% probability that a project risk that impacts a parameter target (scope, time, cost) will occurProject Charter

Team Charter

Vision Statement:Our team vision is to work together to produce a successful project presentation at the end of the course. Our project will be based on a design-build construction scenario, which we picked for its concrete, rather than abstract, nature.

Values:We value participation, open, respectful communication and accountability. Each team member will have an equal voice in the group

Ground Rules:CommunicationEmail is the preferred method of communication. Team members agree to check their email at least once a day, and to respond in a timely manner.The team will meet during the lunch hour on Saturdays during the class.A recap will be sent after each meeting via email to document deliverables and topics agreed on for the next week.Decisions will be made by consensus, and if consensus cannot be reached, Kimi as the project sponsor, will make a decision.Team members make every effort to attend each class and will let the group know in advance if they will be absent.

Project Lifecycle Exercise

Phase NameDesignBuildProject Management DeliverablesDesign Brief Project Plan FeasibilityConstruction DocumentsInterior Design PermittingPreconstruction ActivitiesConstructionProject CloseoutProduct Process Deliverables1.1.1 Determine style and basic requirements1.1.2 Design Brief documents1.2.1 High level project schedule1.2.2 High level estimate1.2.3 Develop WBS 1.3.1 Site Survey1.3.2 Refine stakeholder requirements1.3.3 Code check1.3.4 Schematic drawings 1.4.1 Architectural drawings 1.4.2 Coordination of consulting engineers drawings1.4.3 Custom design details1.5.1 Develop concept 1.5.2 Custom design development 1.5.3 Source interior finish materials 1.5.4 Source furnishings 2.1.1 Compile packages for submission2.1.2 Monitor and expedite permits2.2.1 Bid 2.2.1.1 Develop bid list 2.2.1.2 Solicit bids and answer RFIS 2.2.1.3 Qualify and award bids 2.2.2 Mobilization2.2.2.1 Organize labor 2.2.2.2 Organize material 2.2.2.3 Build detailed construction schedule 2.2.3 Procurement of materials 2.3.1 Execute construction activities2.3.2 Monitor and report on construction activities 2.4.1 Compile closeout documents 2.4.2 Receive/send final payments and execute all final lien releases