Capital Projects Training:Project Initiation

Rick Larson06/11/2010

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CPPM, Chapter A1: Project Initiation

A. Project Initiation Form (PIF)

B. Project Initiation Folder

C. Team Assignments

D. Project Files

E. Work Breakdown Structure (WBS)

F. Client Communication Plan

Project Initiation Checklist

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A. Project Initiation Form (PIF) Highlights

Projects initiated from different directions

Required for all projects Used to assess/assign

project Workflow on bottom of form

Project Mgr PM Supervisor Resource Analyst Department Head Resource Analyst Distribution/File

Provide support documents Comments (How is it

working?)

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PIF – Budget Estimate Cover Sheet

Highlights Supports PIF Budget Provides summary

breakdown Calculates costs ratios Provide supporting

documents Use burden calculation

worksheet

Comments (How is it working?)

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PIF – Burden Calculation Worksheet

Highlights Assists with burden

calculation Need to know fund source Not currently in forms

directory Update Estimate Cover

Sheet file Coordinate with Mary

Linton

Comments (How is it working?)

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B. Project Initiation (Orange) Folder Highlights

Used to initiate project through groups that provide support

Route to: LBNL Design Support EH&S Facilities Environmental

Planner Project Administrator

responsible for: Preparing Circulating Expediting

Comments (How is it working?)

• Project Routing Form• EH&S Team

Assignments

• Signed PIF• Funding Approvals• Scope Statement

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B/C. Team Assignments

Highlights Assignment Form

Project Mgr EH&S Design Support Fac. Environmental Planner

Comments (How is it working?)

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C. Project Team Directory

Highlights Generated after routing of

assignment sheet Project Administrator

responsible for: Developing Maintaining Distributing

Comments (How is it working?)

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D. Project Files Highlights

Required for all projects Official project record Setup & maintained by

Project Administrator Forward all relevant project

documents to Project Administrator

Use standard file directory Directory can be tailored Hard Copy file located in

76-213 or “project office” Reminder to use place-

holder/sign-out sheet

Comments (How is it working?)

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E. Work Breakdown Structure (WBS) Highlights

Small Projects WBS = IRIS Project Tree Use template

Large Projects PED ~ IRIS Project Tree

A/E Other Project Support Project Mgmt

Construction ~ IRIS Proj. Tree Construction Contractor Other Project Support Project Mgmt

PM distributes to Project Team Project Team verifies they are

using correct Project ID PM verifies PO costs are correct

Comments (How is it working?)

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F. Client Communications Plan Highlights

Required for all projects Starts when PM is assigned Completes at end of project Plan should be tailored to project Focus – Client/User/Sponsor, Project Team and support staff Plan/schedule meetings with key project personnel to discuss:

Scope, schedule, budget Critical decisions Risks Changes Review project progress (weekly/monthly?) Other project information

No standardized format

Comments (How is it working?)

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Project Initiation Checklist

Highlights Provided to assist PM and

PA with process

Comments (How is it working?)