Controls Planning Management Plan Short Form v4.

1. L1
&L2
SUMMARY
L3
INTEGRATED
MASTER PROGRAM
L5
EXECUTION PROGRAMS
L4
EXECUTION PROGRAMS
LEVEL 1 – SCHEMATIC SUMMARY PROGRAM
PROGRAM TYPE: Schematic Program
REQUIRED: Tender Final Review; At Project Baseline
Establishment; Updated Monthly in line with L3 IMP.
PROGRAM PURPOSE: Key high level document to
communicate overall project execution strategy and critical /
near critical paths as captured in the L3 IMP
PROGRAM RELATIONSHIP: Dependent on Level 3 program
RESPONSIBILITY: Planner
FORMAT: 1 Page, project specific, schematic with annotations.
P6/Excel/PowerPoint/Visio/Time Chainage.
TYPICALLY DEVELOPED BY: Planner
LEVEL 3 – INTEGRATED MASTER PROGRAM
PROGRAM TYPE: Integrated Master Program
REQUIRED: Tender Final Review; At Project Baseline Establishment; Updated for Monthly Contract Review
PROGRAM PURPOSE: Cross functional strategic program to project completion
PROGRAM RELATIONSHIP: Underpins forecast final cost. Sets framework for Level 4 and Level 5
RESPONSIBILITY: Planner
FORMAT: Bar Charts using Primavera P6 and Key Production Measure S-Curves / Histograms generated using
Primavera P6 / MS Excel
TYPICALLY DEVELOPED BY: Planner in consultation with functional leads (e.g. Design, Procurement,
Construction).
LEVEL 5 – EXECUTION PROGRAMS
PROGRAM TYPE: Functional Execution Program
REQUIRED: Prior to commencement of associated works;
Updated Weekly
PROGRAM PURPOSE: Short term 4 week look-ahead to enable
coordination of construction activities on site.
PROGRAM RELATIONSHIP: Detailed L5 CEP to achieve L4
CEP targets. Planning parameters set by L4 Execution
Programs.
RESPONSIBILITY: SPE / Project Engineer
FORMAT: P6/ MSP/Excel
TYPICALLY DEVELOPED BY: Project Engineer(s), Site
Engineer(s), Design Team Leader(s)
LEVEL 4 – EXECUTION PROGRAMS
PROGRAM TYPE: Functional Execution
Program
REQUIRED: Prior to commencement of
associated works; Updated Monthly
PROGRAM PURPOSE: Package / Area level
planning to support the coordination and
delivery of logistics (e.g. Approvals, design,
procurement, materials, labour, etc) to
enable field execution of construction.
PROGRAM RELATIONSHIP: Planning
parameters set by L3 IMP. May
incorporate more aggressive targets.
RESPONSIBILITY: Execution Teams
FORMAT: Primavera P6 / MSP
TYPICALLY DEVELOPED BY:
Functional leads (e.g. Design,
Procurement, Construction), with
support from Planner as
required.
LEVEL 5 – PROGRAM ANALYSIS
ANALYSIS TYPE: Performance Trending
REQUIRED: Weekly
ANALYSIS PURPOSE: Trends impacting program targets.
PROGRAM RELATIONSHIP: Track achievements of L5
program and Causes of Slippage.
RESPONSIBILITY: Planner
FORMAT: Trend Charts (MS Excel)
TYPICALLY DEVELOPED BY: Planner
LEVEL
4
Construction
Execution
Program
(CEP)
LEVEL
5
Construction
Execution
Program
(CEP)
LEVEL
3
Integrated
Master
Program
(IMP)
LEVEL
1
Schematic
Summary
Program
(SSP)
LEVEL
2
Summary
Reporting
Program
(SRP)
CONTROLS & PLANNING MANAGEMENT PLAN
[INSERT PROJECT NO. – PROJECT NAME] / (TENDER / DELIVERY) PHASE
LEVEL 2 –SUMMARY REPORTING PROGRAM
PROGRAM TYPE: Selective Summary Program
REQUIRED: Tender Final Review; At Project Baseline
Establishment; Updated Monthly
PROGRAM PURPOSE: Reporting planned and actual dates for
project at summary level.
PROGRAM RELATIONSHIP: Dependent on Level 3 program
RESPONSIBILITY: Planner
FORMAT: Primavera P6. Selectively Summarised L3 IMP
TYPICALLY DEVELOPED BY: Planner in consultation with
senior project team.
R [insert Position from Org Chart]
A [insert Position from Org Chart]
C [insert Position(s) from Org Chart]
I [insert Position(s) from Org Chart]
R [insert Position Title from Org Chart on P2]
A [insert Position Title from Org Chart on P2]
C [insert Position Title(s) from Org Chart on P2]
I [insert Position Title (s) from Org Chart on P2]
R [insert Position from Org Chart]
A [insert Position from Org Chart]
C [insert Position(s) from Org Chart]
I [insert Position(s) from Org Chart]
R
[insert Position from
Org Chart]
A
[insert Position from
Org Chart]
C
[insert Position(s) from
Org Chart]
I
[insert Position(s) from
Org Chart]
R [insert Position from Org Chart]
A [insert Position from Org Chart]
C [insert Position(s) from Org Chart]
I [insert Position(s) from Org Chart]
R [insert Position from Org Chart]
A [insert Position from Org Chart]
C [insert Position(s) from Org Chart]
I [insert Position(s) from Org Chart]
Page 1 of 2
Revision No. XX____________
Issue Date XX____________
Prepared By XX____________
Approved By XX____________
<Using roles from
Simplified Org Chart on P2,
assign R/A/C/I>
<Projects can modify standard C&P
Management Plan (areas in red
text) for each Level to suit project
intentions>
Instructions: The red text identifies the areas for completion.
Also see prompts in callouts.

2. CONTROLS & PLANNING MANAGEMENT PLAN
[INSERT PROJECT NO. – PROJECT NAME] / (TENDER / DELIVERY) PHASE
Page 2 of 2
Revision No. XX____________
Issue Date XX____________
Prepared By XX____________
Approved By XX____________
FUNCTIONAL ORGANISATION CHART
SHOWS ALL POSITIONS THAT HAVE A C&P R.A.C.I
CRA/PCA Ref Item CRA/PCR Comment
XX XXXXX XXXXX
C&P MONTHLY TIMETABLE
Project
Manager
Controls
Manager
Lead Planner
Scheduler
Construction
Manager
Area SPE’s x
3
Project
Engineers
Direct
Supervision
Area Planner
Design
Manager
Area Design
Coordinator’s
x 3
Design Leads
Design
Planner
Procurement
and Logistics
Manager
Logistics
Planner
Procurement
Expediters
Suppliers
KEY PERFORMANCE MEASURES C&P CONTRACTUAL REQUIREMENTS
KPM Level Unit of Measure
Accommodation Level 3 Beds
Earthworks Level 3 BCM
(Cut/Fill/Import)
INTERNAL REPORTING REQUIREMENTS
Report Title Program
Level and
Frequency
Responsible
KPM S-Curves Level 3
Monthly
Lead Planner
KPM S-Curves Level 4
Weekly
Area Planner
Design Planner
Logistics Planner
Schedule
Performance
Level 3
Monthly
Lead Planner
Production
Analysis
Level 5 Area Planner
C&P FTE XX
C&P % IND XX
EXTERNAL REPORTING REQUIREMENTS
Report Title Program
Level and
Frequency
Responsible
XX XXXXX XXXXX
<Review
Relevant
CRA/PCR
sections
and
note
relevant
CRA/PCR
comments
in
this
table>
<
CRA
sections
>
•Part
B
–
Section
1
–
Contract
Type;
Date
/
Period
for
(Practical)
Completion
•Part
D
–
Section
1
–
Time
and
Cost
Entitlements
(EOT’s)
•Part
D
–
Section
4
–
Late
Completion
Damages
(LD’s)
•Part
E
–
Section
2
–
LCPL
Business
Standard
Risk
Issues
•(1/15
Delay;
1/24
Design
.2
Client
Review
.5
Proceed
at
LCPL
Risk
1/33.3
Work
Rosters)
<
PCR
sections
>
•Part
B
–
Section
1
–
Time
and
Cost
Entitlements;
Section
5
Liquidated
Damages;
Section
7
Liability
•Part
C
–
Sections
1-4;
Section
10
&
11
•Part
E
–
Sections
3-5;
Section
12
<Review
Client/External
Reporting
Requirements
and
list
major
/
summarised
requirements
in
this
table>
Identify
all
KPMs
across
all
phases
to
ensure
adequate
performance
management
coverage
over
the
project
life
and
list
in
this
table>
<Insert
a
‘simplified’
partial
org
chart
that
shows
all
C&P
roles
and
all
functional
roles
that
have
a
C&P
related
R/A/C.
Use
these
roles
in
the
‘Responsibility
columns
of
tables
on
this
page
and
in
the
R/A/C/I
tables
on
page
1>
<Review
LCPL
and
BU
Reporting
Requirements
and
list
major
/
summarised
requirements
in
this
table.
Note
which
Level
it
relates
to
and
who
has
the
responsibility
using
the
position
title
from
the
simplified
org
chart>
<Insert
a
schematic
month
end
progress
cycle
for
C&P,
noting
when
each
Program
Level
is
taken
through
the
‘Execute’
and
‘Control’
stages
of
the
C&P
Process>
<Enter
the
number
of
Full
Time
Equivalent
C&P
Roles
(e.g.
Lead
Planner,
Scheduler,
Area
Planner,
etc
but
excluding
those
with
L4
and
L5
responsibility).
Calculate
C&P
FTE
as
%
of
total
indirect
FTE>
Instructions: The red text identifies the areas for completion.
Also see prompts in callouts.