Case Studies: The Implementation Journey;

Ensuring your organizations success!

PTAG: Mike Davidson

Mike Davidson, Director Global Consulting Capital Projects

• Sr. Leadership roles for past 28 years

• Awarded Outstanding CII BP Implementer 2013

• CII Involvement (10 years): RT 290/314a, ISC, PDC, BOA

• Masters in Project Management (GWU)

• Project Management Professional (PMP)

• Certified Engineering Technologist (CET)

• Business Owner/Operator

• International Experience (SA, Mexico, Asia, USA, Caribbean)

Common Pitfalls to successful Implementation

1. Use of internal staff only during journey

2. No concept of “what good looks like”

3. Use facilitators connected with projects

4. No fully integrated governance model

5. BP Training roll out inadequate or non-existent

6. Poor buy in from organization and/or adopters of process

Implementation Model developed by CII

Case Study #1: Vision & Mission

Background

• A new CII member organization (Oil & Gas) who:

• Recognized the value of CII Best Practices

• Want to gain a ‘quick win’ across the organization

• Needed buy in from senior management and process users

• Wanted to ensure the were using industry ‘Best In Class’

tools

Pain Points

Picked Front End Planning (FEP) as their ‘low hanging fruit’

Why?

Because that’s what ‘kept them up at night’!

What keeps you up at night?

Partnering

Benchmarking & Metrics

Constructability

Disputes Prevention & ResolutionFront-end Planning

Implementation of CII Research

Lessons Learned

Materials Management

Planning for Modularization

Planning for Startup

Project Risk Assessment

Quality Management

Team Building

Change Management

Alignment

Advanced Work Packaging

BP Tool selection and methodology

• Selected the Project Definition Rating Index (PDRI) toolset

as ‘proof of concept’ pilot across the organization.

• Had several of their staff trained as PDRI facilitators

• Hired professional consultant (PTAG) for training,

professional development and Implementation ‘journey’

What is a PDRI?

PDRI Process review: One of over 85 CII Best Practice tools!

If one BP tool can save you 19% on cost and 13% on

schedule…..

End Goal and requirements

“Become proficient in the use of the Front End Planning tools,

and establish a standardized consistent approach across

their entire program”

They Needed:

1. Professional Development

2. Training

3. Implementation of tools at all organizational levels

Process steps followed

Training

• Provide tailored FEP and PDRI training to owner staff

• Ensured training tailored to those requiring ‘awareness’ and staff requiring deeper understanding as ‘users’ of process.

• Demonstrate how the process ‘should work’ by use of ‘mock’ PDRI sessions

Professional Development

• Facilitation of PDRI sessions to establish repeatable and consistent approach

• Co-facilitate PDRI sessions with trained facilitators

• Critique facilitators for continuous improvement

• On-going coaching-mentoring on PDRI process and tools

Implementation

• Perform Governance and PDRI process assessment (project and portfolio levels)

• Identify current/future state requirements in support of BP implementation

• Write and ‘roll out’ key supporting documentation tailoredto organization culture and standards

Key Supporting Documents produced

1. Customized PDRI definition descriptions (Industrial and

Infrastructure templates)

2. PDRI scoring criteria, for more objective scoring

3. Prescriptive PDRI standard for inclusion in organizational

governance

Results of Implementation Journey

1. CII now accepted across organization as key source for

Industry Best Practices

2. BP tools fully integrated into gated process and standards

across all projects at the Project Development level

3. Repository developed for scores so that they can generate

more meaningful graphs for all reports.

4. Data now used to developed Max/Min/Average lines for each

FEP type to compare with the CII max/min lines.

Lessons learned during process

Accelerated learning occurs through collaboration with

Owners and CII Advisors

Standards need to be tailored to and integrated into

organization culture and procedures

BP journey’s start with a single step. Choose your pain

point and meet it head on with a fully integrated approach

Professional Development AND Implementation are key

for success

Holistic approach across organization is required for full

assimilation and adoption

Case Study #2: Power Generation

Process Improvement

Background

Energy Sector: Power Generation

70 Generating Stations

– Hydro Electric

– Thermal (Gas, Coal, Oil)

– Nuclear

– Bio Mass

Who is your Best Practice Champion?

Gate Keeper: Project Management Office

• Front End Planning

• Post Implementation Reviews

• Lessons Learned

• Estimating

• Governance

• Facilitation/training

• Business Support Services

Right Tools for right job?

A quick story…

• Any Job Worth Doing………………an eager 16 year old

construction learner!

• ‘If the job seems overly difficult’…

1. Right tool

2. Used for correct application

3. Correctly used

The Implementation Journey

Remember three things…

1. Assimilate

2. Implement

3. Continuous Improvement

Process improvement is also a journey……

Step One: Assimilation

‘To Absorb and integrate (people, ideas, concepts) into a wider society or

culture’……..ever try at your org?

• Be a Champion……or hire a champion!

• Understand and share Company Culture

• Dive in and be a change agent!

Step Two: Implement

Implementation steps

1. Know your clients & Business needs!

2. Add to Governance (as mandatory requirements)

3. Roll out to branch offices/field staff….not e mail!

4. Support from both Senior Management and ‘users’ Key!

Step Three: Continuous Improvement

• Centre Led model (PMO authority key)

• Facilitation for consistency

• Training:

– Classroom

– On site

– CAL/CBT

– Collaborate

– Qualifications

Facilitation of BP key!

Steps for success:

1. Credibility

2. Facilitation & Technical skills/experience

3. Expertise in use of BP tools

4. Understanding of Organizational & Team dynamics

5. Know Project scope & Organizational processes

Not rocket science but………

Continuous Improvement

• Integration into organizational software

• CII PIW/Executive Leadership programs

• Forums within organization (e.g. Project & Contract Management committees):

– Who attends?

– TOR

– Sponsor

– Engagement key!

• COP support

Another key ingredient…….

Right tool for right job!

Keep it Simple!

• Right tool for the right application!

• Like any tool…

• Optimize tool usage!

• Video on a final note, two additional elements for success!

Case Study on Implementation

• Two additional critical ingredients!

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What keeps you up at night? How can CII help?

Partnering

Benchmarking & Metrics

Constructability

Disputes Prevention & ResolutionFront-end Planning

Implementation of CII Research

Lessons Learned

Materials Management

Planning for Modularization

Planning for Startup

Project Risk Assessment

Quality Management

Team Building

Change Management

Alignment

Advanced Work Packaging

Registered Education Provider Program (REP)

Purpose:

• Provide qualified instructors who are familiar with CII products to

educate CII member and non-member organizations in the application

of CII Best Practices, and other performance improvement techniques.

Critical Success factors:

• Organizations with proven sustainability Implementing CII products

• Quality of instruction

• Currency of the presented materials

Registered Advisory Program (RAP)

Purpose:

• Support global organizations with implementation of CII Practices and

methodologies. The result of the CII RAP is to facilitate a quicker elevation of

industry knowledge regarding the benefits of CII best practices

• Provide members of the Construction Industry Institute (CII) and capital project

industry companies with access to consulting services that align with CII

Practices and other CII publications, methodologies and/or tools.

• Ensure the applicability and currency of advisors on CII Practices, research

findings and other products.

Why Best Practices? What is my ROI??

CEO/CFO Conversation

CFO:

‘What happens if we invest in training our staff on

the correct methods to Implement all these Industry

Best Practices………..and then they leave the

organization to work somewhere else’?

CEO/CFO Conversation

CEO replies…….

‘What happens if we don’t……………and they stay’?

Questions, Comments, and Discussion