PROCEDURES No 15 – Planning Standards

Fed up with adverts from software companies and consultancies that are going to change the world of Planning and solve all your project problems? This series of occasional articles promises nothing but thought provoking questions on how well we understand the basics of our profession from the perspective of a retired planner with 50 years’ experience in the industry whose worked in a variety of UK EPC roles for Clients and Contractors with no axe to grind. We are going to look at PEOPLE, PROCESSES, and PROCEDURES (the old 3P’s – not 4P’s, 5P’s, 6P’s or 7 P’s)that we all have been educated and trained to use in our everyday work (5W’s + 1H) and POKE THEM IN THE EYE / LOOK UNDER THE STONE  (the Inverse Universe) and get into trouble with the planning profession because for loads of reasons were not doing so well. If you want to contribute to this soul searching drop me a line with either POSITIVE or NEGATIVE comments (yes, we are PLANNERS that can hold both views at the same time!)

PROCEDURES  No 15 –  Planning Standards

THERE ARE NONE

(but the recent issue of BS202001 might change that - when we have chance to review it!)

Having written that, I would concede that there are a few publications (ignoring hundreds of books, articles, papers, theses’ etc written on the subject) that are followed and have become, sort of, the basis of our professional work. Here are my list of organisations and my favourite publications. The list just shows what a diverse industry we work in and how many organisations want their say on Project Controls. I have made no attempt to check for the latest versions!

ISO / BS / Standards. 

Numerous ISO’s including  9001, 10006/7, 14000, 19650, 21500/8, 21508, 21512, 22301, 27001, 31000, 37001, 45001, 50001, 

Numerous BS’s including 6079, IEC 62198, 202001. 

Numerous Standards including PAS, PPN, NBS

AACE   

Numerous Standards and RP’s (>150) including 26R-21, 27R-03, 29R-03, 32R-04, 33R-15, 37R-06, 38R-06, 42R-08, 48R-06, 49R-06, 52R-06, 81R-13, 84R-13, 86R-14, 88R-15, 102R-19, 117R-21

DOD/DOE

              ANSI / EIA / CI – EVMS 748 - E

              DCMA - 14 point Schedule Assessment Guide

              UFGS – 01.32.01.00, 01.32.16.00, 01.32.17.00

              IMP – IMS Guide

              DoE G413.3 – 24 Planning and Scheduling

              DoE Order 413.3 Project Control Handbook

              DoE EVMS Gold Card

              DoD EVMSIG, PAP series

USACE

              RMS 3.0 Contractor Manual

ER 1-1-11 Scheduling

              Cost and Schedule Risk Analysis Guidance

GAO

              GAO 16-89 G Schedule Assessment Guide

              GAO 20-195 G Cost Estimating Assessment Guide

CII

              Integrated Project Risk Assessment

              PDRI – Implementation Resource

NASA

              Risk-Informed Decision Making Handbook

              Project Planning and Control Handbook

CMAA

              An Owners Guide to Construction and Program Management

              Construction Management – Standards of Practice

ABA

              Industry Standard for Schedule Analysis Paper

ASCE

              ANSI/ASCE/CI 67-17 SDAS – Schedule Delay Analysis Standard

PMI

              BoK 8th Ed

              Various Publications (Global) including

                             Practice Standard for Scheduling

                             Practice Standard for WBS

                             Practice Standard for EVM/ES

Combined Standards Glossary

APM

              BoK 7th Ed

              Various publications in their Knowledge series, including

                             Introduction to Programme Management

                             Interfacing Risk and Earned Value Management

                             Introduction to Project Control

                             EVM / EVM Guidelines

                             PRAM Guide

Guide to Integrated Assurance

Legal Contract Development 

KCL

                            SCL Delay and Disruption Protocol

              BAILII Reports from TCC

CIOB

              Various papers and reports

ICE

              NEC Contracts series, Guides, CECA Briefing Papers and Bulletins

RICS

              Numerous papers and Guidance Notes, Best Practices and Practice Standards

                             Extensions of Time

                             Cost Analysis and Bench Marking

                             Interim Valuation and Payments

                             Life Cycle Costing

                             Value Management and Value Engineering

Contract development Groups

FIDIC   All those contract type colours and accompanying guidelines

RICS, JCT, I Chem E, RIBA etc

OSHA/NEBOSH/ILO

              Numerous papers

              UK-Cross safety reports

UK Government / HMT / Cabinet Office / Agencies

              HMT – Books of assorted colours on Construction Industry

              Numerous Reports inc.

                             National Risk Register

NISTA Annual Reports on GMPP Projects (succeeds IPA)

Construction Playbook / Private Sector Playbook

10 year Infrastructure Strategy

Dept for BIS. How to organise, plan and control projects

New laws {BSA etc)

NAO – In-depth look at numerous topics (usually after failures)

EU Centre of Excellence in Project Management

                             Project Management Methodology Guide

ECI Value Enhancing Practices Series

              Project Control

              Cost Estimating

              Risk Management

Industry Sectors

              Numerous reports from IAEA, IEA, NDA, MOD etc

Company DEP’s, SOP’s etc. (every company has its own) e.g.

              Shell DEP 82.00.10.11 Cost Control

              Saudi Aramco SAEP 331

Suadi Aramco EPM Contractor Manual

              SABIC Guide to EVS

              UKAEA Cost Control for Capital Construction Projects

IPA PEP Development Checklist for Projects

Union Agreements – too numerous to list

              WRA

Internet Sites

              LinkedIn, Planning Planet, Wikipedia, Mosaic, etc

Software Manuals

              P6, MSP, Ecosoft, Excel, PowerBi, COINS, KBase etc

Methodology Manuals

              Six Sigma, DMAIC, Kaizen, 8D Process, BPR, SWOT, Fishbone etc

Project Management Methodology Manuals – loads – far too many to list.          

Reference here response file -  Peter Holroyd via LinkedIn and Planning Planet blog

Question to you all – 

Which publications do you find most helpful in your work?

For my last blog (No 16)  in PROCEDURES, and in the series, I am going to look at your quality documents. Are they just put on the shelf and forgotten about until the next audit or are they at the heart of driving your department or project,