Qualification & Training ofQualification & Training ofWork PlannersWork Planners

Steven K. LittleWork Control Department Manager

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Topics if Discussion• Typical Planner “Myths”

• NNSA Approach to Training & Qualification

• Y-12 Improvements

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What is a Planner?• Computer expert• Craft – generally an expert in all trades• Industrial hygienist• Occupational safety specialist• System and design engineer• Quality assurance expert• Health physicist• Nuclear safety engineer• Procurement specialist• Procedure writer• Rocket scientist• Babysitter• Project/Task manager & supervisor• Juggler

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Why do we need Planners?• Requirements & Drivers• Best practice• Improve scope definitions• Create work instructions• Improve field work efficiency• Increased demand for rigor and formality• Mentor process change• Single point of contact• Analyze and report information

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Work Control Process

Submit Work Request

REQUESTOR

Authorized PLAN

· Planning· Engineering· ES&H· QA· Materials/

Supplies· Walkdowns· JHA· Coordination· Estimating· Scheduling· Lessons-

Learned· Nuclear Safety/

DSAs· et al

LESSONSLEARNEDANALYSIS

PLANNER

Schedule

Perform Work

Work Release & Authorization

SCHEDULER SHIFT MGR

WORKER

Post Job Review

SUPERVISOR

NO

YES

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PLANNING ≠ PLANNER

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What is a Planner? - Really• An expert on the Work Control Process• Someone with craft or engineering/technical

background• A skilled facilitator• A non-exempt hourly or junior exempt

employee

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Why Do We Need Planners – Really?• Develop the “safety envelope” for the specified

scope focused on the worker performing the work safely.

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Why Do We Need Planners – Really?• Develop the “safety envelope” for the specified

scope focused on the worker performing the work safely.

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NNSA Commitment #23 Path Forward• Initial workshop in October, 2004 identified

issue of concern.• T&Q of Planners a major subject in July 2005

workshop• NNSA working group drafted criteria in

November 2005• Criteria validated by EFCOG Work

Management subgroup• NNSA issued criteria as an expectation for

Commitment #23 closure.

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NNSA Planner Definition• A work planner is anyone who, as a part of planning

activity level work, performs the following functions:– ensures that the scope of work being performed is adequately

defined;– confirms that hazards associated with the work and the work

environment have been identified and analyzed to determine the controls that must be implemented to ensure worker safety;

– determines applicable work process requirements (i.e., applies the appropriate graded approach for the work being planned);

– breaks down work activities into discrete steps/tasks;– establishes acceptance criteria for work performed;– develops technical work documents;– and provides input to the scheduling process (sequencing and

timing, and resources such as personnel, tools, materials, support, training, etc.).

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NNSA Planner T&Q Expectations• Work planners are expected to be trained and qualified

in the following areas:– Integrated Safety Management (ISM) Core Functions and

Guiding Principles, and Quality Assurance Criteria;– The roles, responsibilities, authorities, and accountabilities of

interfacing organizations;– Applicable work management system(s) - i.e., types of work

performed, processes used, tools, software, work package content, how to apply lessons learned, etc.;

– Hazard Identification and Analysis, and how to incorporate controls into work instructions;

– How to apply applicable requirements, standards, permits, regulations, etc. to work planning (includes use of subject matter experts and system engineers);

– How and When to Conduct Walk-downs; and– Effective Communications and Technical Writing.

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Planner RestructuringPROJECT PLANNINGTASK PLANNINGDISPATCHED WORKPLANNING SUPVWMC

§Validate Scope§Material (if

needed)

ProjectPlanning?

Plan Work Order§Scope§AJHA§Detailed Work

Steps§Estimate§Material§Permit(s) Plan Work Order

§Scope§AJHA§Detailed Work

Steps§Estimate§Material§Permit(s)§Project Task

Assembly§Project Oversight

NO

YES

Work Coordinator Technical Experience Degreed Engineer

Weekly Employee Monthly Employee

Generate Work Order

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Developmental Goals

Expectations &Drivers Planner

Acad

emic

Appr

oach

Tech

nica

lAp

proa

ch

DOE Site Industry Roles Responsibilitie

sTrain to: Process Requirements Rules & regulations Career path

Technical & Administrative

Train to: Process Requirements Rules & regulations Career path

Hands-on / Field Experience

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Planner ProgressionLEVEL 1 LEVEL 2 MANAGEMENT TECHNICAL OTHER MGT. OTHER TECH.

TaskPlanner

Project Planner

Work Coordinator

Planning Supervisor

Maintenance Supervisor

Other FI&S Supervisor

Maintenance Engineer

Work Window Manager

Design Engineer

Systems Engineer

Construction Engineer

Planning Section

Manager

Work Control

Dept. Mgr.

WMC Section

Manager

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Formal Qualification Process

Project Planner Training / Qualification

Portfolio

Candidate's Name:

Badge #:

All requirements are complete and the candidate is qualified to perform all functions as: PROJECT PLANNER

Planning Manager Signature Date

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Qualification Focus Areas• ISM functions and principles• Facilitation techniques• Hazard identification and analysis• Technical writing• Procurement of material and services• Work Control process, including R2A2 of all personnel

involved• Technical training, including interfaces with

maintenance crafts• Verification of performance through:

– Classroom training– Field Training, including OJT– Oral boards– Completion of practical exercises

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QUESTIONS?