Introduction to Advanced Work Packaging and taking a look at its structure, principles, metrics and practices

1. Advanced Work Packaging:
An Introduction
By: Olfa Hamdi and Lori Lee
The Advanced Work Packaging Institute

2. AACEInternational’s56thAnnualWesternWinterWorkshop
© The AWP Institute – 2017
Bio – Olfa Hamdi
CEO
Concord Project Technologies Inc.
San Francisco, California
ohamdi@tconglobal.com
EDUCATION
M.S. Construction
Engineering and Project
management, The
University of Texas at
Austin
M.S. Industrial
Engineering &
Management, Ecole
Centrale de Lille
Alternative Dispute
Resolution for
construction, Texas
School of Law
PROFESSIONAL
AFFILIATIONS
The Advanced Work
Packaging Institute
(AWPI)
Association of
International Petroleum
Negotiators
Olfa Hamdi is the Inventor of the Team.Concord™ (T.CON™) platform:
a People-Centered, Big Data-Powered Innovative Platform purposely
built for capital projects.
Olfa Hamdi is an international researcher in the field of project
management, independent consultant, founder of the Advanced Work
Packaging Institute and co-founder of The Institute of Management.
Olfa Hamdi was a member of the research joint venture RT272 on
Advanced Work Packaging between the Construction Industry Institute
(CII) and the Construction Owners Association of Alberta (COAA). She is
a co-author of the 3-volume Industry Research Implementation on
Advanced Work Packaging IR272-2. Her Research Master Thesis,
published by The University of Texas at Austin in 2013, is the first
academic publication to document research on AWP benefits,
implementation challenges and maturity.
She is a fellow of the State Bar of Texas Construction Law
section. Olfa has numerous publications in prestigious academic and
professional journals as well as media outlets. Olfa speaks four
languages and is a firm believer in the role of interdisciplinary research
and the power of human capital in driving capital projects effectiveness
and expanding the project management knowledge sphere.
Core Research
Advanced Work
Packaging
Implementation
and Research
Collaborative
project
management for
capital projects
Harnessing the
power of Big Data
for capital projects
management
Office and field
productivity for
capital projects
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3. AACEInternational’s56thAnnualWesternWinterWorkshop
© The AWP Institute – 2017
Bio – Lori Lee
BRG
Senior Managing Consultant
Construction Practice
Denver, Colorado
303-570-1795
llee@thinkbrg.com
• EDUCATION
• B.S. Business
Administration,
Kansas State
University
• PROFESSIONAL
AFFILIATIONS
• The Advanced
Work Packaging
Institute (AWPI)
• Association for
the Advancement
of Cost
Engineering
International
(AACEI)
• Women’s Energy
Network (WEN)
Ms. Lee has over 30 years of experience as a Project Manager and
Contract Manager in the construction and engineering fields. Her
experience includes owner representation, construction management,
contract management, project controls, audit assistance, site development,
due diligence, claims management, and schedule preparation. In addition,
for 15 of these years, Ms. Lee spent her time in the field managing quality
control, safety, subcontractor and client changes and claims, along with day
to day construction operations. For the 10 of these 30 years, she solely
focused on subcontract management.
• She developed project specific procedures for procurement/
subcontracting processes including material handling. The procedures
strategize the proper commercial terms and cost structure for each
scope of work and required flow downs from the prime agreement.
• She successfully manages Change Management of subcontractors,
suppliers, and clients by estimating proposed changes, auditing
invoices and proposals, and verification of contract compliance making
Ms. Lee a seasoned standard of care expert.
• She successfully settle back charges and claims with subcontractors
mitigating legal action; and to support project claims with client.
Representative
Projects
Vogtle Units 3 and
4, Augusta,
Georgia
Xcel Comanche
Unit 3, Pueblo,
Colorado
AEP J. W. Turk Jr.,
Unit 1, Fulton,
Arkansas
Confidential
Transmission Line,
Nova Scotia
LEPA Combined
Cycle Power Plant,
Morganville, LA
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4. AACEInternational’s56thAnnualWesternWinterWorkshop
© The AWP Institute – 2017
1. Research background on Advanced Work
Packaging (AWP)
2. Where are we? A framework for capital
projects delivery
3. Advanced Work Packaging Office
Implementation
4. Advanced Work Packaging Field
Implementation
5. Path-forward and Resources
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Today’s talking points

5. AACEInternational’s56thAnnualWesternWinterWorkshop
© The AWP Institute – 2017
How productive is our industry?
A percentage point increase in productivity is worth $7 billion to the
industry as a whole.
The industry is leaving big money on the table!
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6. AACEInternational’s56thAnnualWesternWinterWorkshop
© The AWP Institute – 2017
AWP Field Improvements
Traditional Projects Projects
Using WFP +25% increase in tool-time
with WorkFace Planning
How Crews Spend Their Time
(CII/COAA Data)
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© The AWP Institute – 2017
AWP: Research & Development History
• 4 Year Academia-Industry Research
Collaboration (CII - RT272)
• Industry Implementation Resource –
3 volumes: IR272-2 – Advanced
Work Packaging, Version 3.0
• Academic Publication on AWP from
The University of Texas at Austin
• Implementation case studies &
Validation
• CII RS319-1 – Making the Case for
Advanced Work Packaging as a
Standard (Best) Practice
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The AWP Institute:
www.workpackaging.org

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© The AWP Institute – 2017
What is Advanced Work Packaging
(AWP)?
“Advanced Work Packaging (AWP) is a work process
framework fundamentally based on the idea of thinking
with the end in mind. It is designed to allow engineering
planning be driven by construction sequencing. Simply
put, this is achieved by breaking down the project scope
into Construction Work Packages that are fed with
Engineering Work Packages.
”
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© The AWP Institute – 2017
How is that achieved?
1. Extending PEPs to the front-end planning phase; "bringing the field
to the office"
2. A focus on field work packages/installation work packages as
project information units
3. Work packaging structure becomes the skeleton of the project; a
workface planner is dedicated to the management of these
packages
4. The benefit of a common intuitive project language and tools
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© The AWP Institute – 2017
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Framework for delivering
successful capital projects
Field Labor
Productivity
Engineering Quality &
Timeliness
Procurement
Quality &
Effectiveness
Doing the right project
Alignment of Business Case, Scope and Project Objectives
Contracting Strategies
In Line with
Stakeholders
Capabilities
Strong Project
Management
Capabilities
Reliable
Constructability
Strategy
Cost Schedule Safety Operability
Teams
Project’s
Economic
Output

12. AACEInternational’s56thAnnualWesternWinterWorkshop
© The AWP Institute – 2017
Constructability Reviews: a critical
practice for AWP
 Do you start you CR early in definition? (timing)
 Do you have multiple CR sessions throughout the definition
phase? (frequency)
 Does your primary Construction Manager (CM) participate in the
review? Will you have a new CM at execution? (continuity of
strategy ownership and accountability)
 Do you document your CR? (traceability)
 Do you provide enough information as input to your CR (such as
models, site reviews, technology considerations)? (quality)
 Do you use corporate project knowledge in your CR? (lessons
learned & continuous improvement)
 How involved is your project sponsor in the CR? (alignment
with business)
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© The AWP Institute – 2017
Advanced Work Packaging (AWP)
Lifecycle Framework
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© The AWP Institute – 2017
Inside a CWP...
CWP Content
• Scope description and
constructability strategy
• Safety Requirements
• Various EWPs (at least one)
• Schedule Requirements
• Budget (labor
hours/cost/planned productivity
rate)
• Quality Requirements
• Special Resource Requirements
(tools, equipments etc.)
CWP Features
• In line with the overall
construction plan
• Typically aligned with a bid
package / multiple CWPs
may form one larger bid
package
• In alignment with project
controls
• Measurable
• As independent as possible
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15. AACEInternational’s56thAnnualWesternWinterWorkshop
© The AWP Institute – 2017
Inside an EWP
EWP Content
• Scope of work with equipment
list
• Drawings (e.g. general
arrangement and equipment
installation)
• Installation and material
specifications
• Vendor data
• Bill of materials
• Additional needed information
such as permitting studies,
geotechnical studies etc.
• Connection Points
Considerations
EWP Features
• Release plan should be
aligned with the construction
sequence and priorities
• Content should satisfy various
stakeholders requirements
• Planning of EWPs requires
construction input!!
• EWPs are discipline and area-
driven; connections points
expected
• Interface management should
be accounted for
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© The AWP Institute – 2017
Advanced Work Packaging
Field Implementation
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© The AWP Institute – 2017
Inside an IWP
IWP Content
• Scope of Work
• Safety Requirements
• QA/QC Requirements
• Trade Coordination
• Material Take Offs & Locations
• Model Shots, Drawings and All
Other Necessary Engineering
Information
• Scaffold Requirements
• IWP Constraints
• Any Other Information
Required to Install the Work
IWP Features
• Reviewed and approved by the
supervisory team
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© The AWP Institute – 2017
Installation Work Package &
Project Controls - Input IWS
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IWP
WBS Codes
and Schedule
Dates
Resources
(MH, Installation
quantities, material
take-off quantities)
Cost Codes

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© The AWP Institute – 2017
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Doing the right project
Alignment of Business Case, Scope and Project Objectives
Contracting Strategies
In Line with
Stakeholders
Capabilities
Strong Project
Management
Capabilities
Reliable
Constructability
Strategy
Cost Schedule Safety Operability
Teams
Project’s
Economic
Output
Monitoring AWP driven project execution:
Project Execution Success Indicators
Field Labor
Productivity
Engineering Quality &
Timeliness
Procurement
Quality &
Effectiveness

20. AACEInternational’s56thAnnualWesternWinterWorkshop
© The AWP Institute – 2017
Reporting back through IWPs
IWP
WBS Codes and
Schedule Dates
Resources
(MH, Installation
quantities, material
take-off quantities)
Cost Codes
Field Labor
Productivity
Engineering Quality &
Timeliness
Procurement
Quality &
Effectiveness
Each Week - Field Progress Reports
Manhours via timecards
Installed Quantities via Reports from
Foreman/Superintendents
Monthly Cost Reports
Labor $ actuals
Material $ actuals
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21. AACEInternational’s56thAnnualWesternWinterWorkshop
© The AWP Institute – 2017
Field
Engineering
• Builds Technical
Package
• Document
Control
Project
Controls
• Schedule Dates
• Cost Codes
• Units for
Reporting
Material
Management
• Requisition from
Warehouse
• Traceability
Quality
• Hold Points
• NQA-1
IWP in Nuclear
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Compliance

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Process Map for AWP Driven Project Control
High Level Integrated AWP Process for Total Project Control
• Develop AWP
based Scope &
Execution
Strategy
• Define CWPs
• Define EWP Release
Plan & IWP Release
Plan
• Plan Project Schedule
• Develop Cost
Estimate
• Plan Human and
Procurement
Resource
• Develop AWP
Control Plan
• Define Productivity
and Predictability
goals
• Define Contractual
Incentives /
Change Procedure
• Measure and report
progress by IWP,
EWP and CWP
• Change Management
• Identify Risks per CWP
• Track risks and mitigation
plans
Adapted from Total Cost Management Framework, AACE International, 2007
CWP
Release
Plan &
WBS &
Execution
Strategy
CWP,
EWP and
IWP
Baseline
Updates
• Evaluate Project
Productivity and
Predictability
• Evaluate AWP
System Performance
Baseline
for Project
ControlsUpdates
Updates
© The AWP Institute

23. AACEInternational’s56thAnnualWesternWinterWorkshop
© The AWP Institute – 2017
PDSS©
Gating System
Financial/Contracting
Decisions
Assurance Process
PIFP©
Information flow
Structure
Deliverables
Metrics/ Indicators
Time
Building AWP through the Mortar
Concept™
Project Community
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24. AACEInternational’s56thAnnualWesternWinterWorkshop
© The AWP Institute – 2017
AWPI Strategic Vision
1. Building
a Global
Momentum
2. Ensuring
Global
Continuous
Applied
Education
3. CP-IT
Strategic
Global
Partnership
4. CP-
Legal
Strategic
Global
Partnership
“Building A Global Capital Projects Investment &
Execution Framework That Works For Everybody”
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25. AACEInternational’s56thAnnualWesternWinterWorkshop
© The AWP Institute – 2017
The AWP Institute’s
2017 IR Research Agenda
1. Published AWP Glossary: Call for Feedback
2. AWP Contractual Recommendations by the AWP Institute’s
Contracts Committee
3. A study on potential synergies between Lean Design concepts,
Agile concepts and the AWP concepts
4. A study on Project Governance through AWP
5. A study on Project Execution Indicators for AWP project controls
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26. AACEInternational’s56thAnnualWesternWinterWorkshop
© The AWP Institute – 2017
Contact:
info@workpackaging.org
www.workpackaging.org
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Follow us:

27. AACEInternational’s56thAnnualWesternWinterWorkshop
© The AWP Institute – 2017
Sources – Useful Links
• www.workpackaging.org
• http://www.workpackaging.org/knowledge
• http://www.workpackaging.org/awp-glossary
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28. Back up slides
By: Olfa Hamdi and Lori Lee
The Advanced Work Packaging Institute

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© The AWP Institute – 2017
Productivity
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• The relationship between AWP and field productivity is a result of the
execution of IWPs that are constraint-free. Consequently, frontline
personnel can focus exclusively on construction execution without
wasting time on the retrieval of materials, engineering, and
documentation.
• AWP brings high consciousness about space management. Movements
around the field are minimized as crews are able to complete IWPs
without interruptions.
• Higher involvement of superintendent and foremen in project execution,
empowering crews to deliver IWPs scope with enhanced productivity.
• Reported 15% productivity increase
• Reported rework rate below company average

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© The AWP Institute – 2017
Safety
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• AWP and WFP formalize identification and mitigation of safety
issues during planning and development of IWPs
• Early identification of potential construction risks during the initial
planning stage, where all key project participants are involved
• Unnecessary movements around the site were minimized
• IWPs close-out includes feedback and continuous improvement
on safety as a requirement.
• Projects implementing AWP achieved 0
DARTs

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© The AWP Institute – 2017
AWP Implementation Roadmap - Level 1
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Update corporate program
Implement AWP
Plan AWP implementation
Obtain AWP capabilities
Establish corporate AWP program
Assess current project delivery system effectiveness
Commit to implementing AWP
© Olfa Hamdi, 2015

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Field Labor ProductivityEngineering Quality & Timeliness
Procurement Quality &
Effectiveness
Doing the right project
Alignment of Business Case, Scope and Project Objectives
Contracting Strategies In Line with
Stakeholders Capabilities
Strong Project Management
Capabilities
Reliable Constructability
Strategy
Cost Schedule Safety Operability
Project’s Economic
Output
Timeliness Quality
Project engineering and management
information need to satisfy:

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© The AWP Institute – 2017
What is the Mortar Concept™?
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A focus on Information and Decisions

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© The AWP Institute – 2017
Linking Together Project Delivery
Components: " The Mortar Concept™"
• To enable the holistic effectiveness of all
these project delivery components, a project
needs to operate within a framework
capable of ensuring both the right timing and
the optimum quality of information used
• This framework is defined based on two
structural features:
1. It needs to support timeliness of decisions
through a Project Decision Support
System (PDSS)
2. It needs to ensure accurate project
information flow through a workable
Project Information Flow Protocol (PIFP)
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© Hamdi, The Mortar Concept in Project Management, 2015

35. AACEInternational’s56thAnnualWesternWinterWorkshop
© The AWP Institute – 2017
PDSS©
Gating System
Financial/Contracting
Decisions
Assurance Process
PIFP©
Information Flow
Structure
Deliverables
Metrics/ Indicators
Time
Linking Project Delivery Components
" The Mortar Concept™"
Project Community
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36. AACEInternational’s56thAnnualWesternWinterWorkshop
© The AWP Institute – 2017
Building Smart Work Packaging Capabilities:
Interoperability Built With The End In Mind
IWP Development
and Management
• Performance monitoring
• Interface management
• Construction Phase work
packaging
mapping/history
EWP Development
and Management
• Performance monitoring
• Interface management
• Engineering phase work
packaging
mapping/history
CWP/CWA
Development and
Management
• Work packaging plan
development
• Auto-generation of
work packaging
scenarios
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