As people are the most critical component of a capital project, IPA offers a variety of services to ensure project organizations and teams have a foundation for success.

1. CONFIDENTIAL 1 INDEPENDENT PROJECT ANALYSIS
IPA’s Organizations & Teams Services
Ensuring You Have a Strong Foundation for Project Success
Optimizing the Project
Organization
Strengthening the
Project Team
Organizational Assessments
Work Process Effectiveness
Organizational Dynamics
Staffing Guidance and
Benchmarking
Structure Optimization
Alignment & Functionality

2. CONFIDENTIAL 2 INDEPENDENT PROJECT ANALYSIS
The Problem
• The project organization is the heart of
capital effectiveness – if it isn’t working
properly, teams can not be effective
How IPA
Can Help
• Identify organizational gaps that inhibit
the successful implementation of Best
Practices on projects
Methodology
• Assess elements of organizational
effectiveness relative to Industry best
practice:
‒ Organizational structure
‒ Organization roles & responsibilities
‒ Work process implementation
‒ Staffing of project personnel
Organizational Effectiveness AssessmentOrganization
Organizational
Effectiveness
Work Process
Effectiveness
Organizational
Dynamics

3. CONFIDENTIAL 3 INDEPENDENT PROJECT ANALYSIS
Organizational Effectiveness Example:
Comparison of Organization Responsibilities
Element Organization
Class A Project
Management Organizations
A B C D E
Developing and Maintaining a Common
Work Process
Maintaining Cost Estimating Skills and
Databases
Providing Work Process Assurance
Providing Value Assurance/Endorsement
of Project Readiness at Gates
Providing Functional Leadership for
Project Professionals
Developing Competent Project
Professionals
Monitoring Project Performance
Facilitating Post-Project Reviews/Lessons
Learned Workshops
Maintaining a Portfolio Status
Report/Watch List on a Routine Basis
= Full/Sole Responsibility = Partial/Shared Responsibility = No Responsibility
Example

4. CONFIDENTIAL 4 INDEPENDENT PROJECT ANALYSIS
Organizational Effectiveness Assessment
Process
Organization
1 Orientation & Preparation
2 Interview & Analysis
3 Deliverable Preparation & Delivery
• Align expectations and establish preliminary
understanding of the project organization
• Organization completes workbooks and sends
supporting documentation
• Collect data through interviews with organization
leadership and key personnel
• Compare organization with industry best practices and
prepare staffing benchmarks
• Presentation delivered to organization leadership:
‒ Identifies organizational strengths & opportunities
‒ Assesses organization’s status relative to top project
organizations
‒ Compares staffing to Industry given portfolio characteristics
‒ Provides specific, actionable recommendation
Timing: Approximately 4-6 Weeks
Organizational
Effectiveness
Work Process
Effectiveness
Organizational
Dynamics

5. CONFIDENTIAL 5 INDEPENDENT PROJECT ANALYSIS
The Problem
How IPA
Can Help
• Align work process and procedures with
Best Practice
Methodology
Work Process EffectivenessOrganization
• Assessments are customized based on
client-specific needs, but generally fall
into two categories:
‒ Comparison to Industry Best Practice
‒ Build or optimize the process to align with
Industry best
Organizational
Effectiveness
Work Process
Effectiveness
Organizational
Dynamics
• Even with an established work process,
projects still fail
• An effective project process improves
capital effectiveness by ensuring:
‒ Only the right projects are developed and
executed
‒ Project teams use best practices

6. CONFIDENTIAL 6 INDEPENDENT PROJECT ANALYSIS
Work Process Effectiveness ProcessOrganization
1 Orientation & Preparation
2 Interview & Analysis
3 Deliverable Preparation & Delivery
• Align expectations and establish preliminary
understanding of the project system and work process
• Company provides work process documentation (e.g.
process maps and deliverable guidelines)
• Interview organization leadership and project personnel
• Assess work process (or plans) relative to best practices
• Optional add: Evaluate application of written processes
• Optional add: Refine process to align with best practices
Organizational
Effectiveness
Work Process
Effectiveness
Organizational
Dynamics
• Presentation/report delivered that identifies:
‒ Process strengths and weaknesses
‒ Specific, actionable recommendations
• Optional add: Create or refine of work process documentation
(e.g. process maps and deliverable templates)
Timing: Approximately 6-10 weeks

7. CONFIDENTIAL 7 INDEPENDENT PROJECT ANALYSIS
The Problem
• Project personnel are in the best position
to understand the true status of the
organization but often have no way to
communicate concerns
How IPA
Can Help
• Quantify project personnel perceptions of
the project system’s health
• Identify organizational gaps that impede
capital effectiveness
Methodology
Measuring Organizational DynamicsOrganization
• Online questionnaire completed by
project personnel working in or with the
project organization
• Responses aggregated to identify areas
of strength, opportunity, and
misalignment
Organizational
Effectiveness
Work Process
Effectiveness
Organizational
Dynamics

8. CONFIDENTIAL 8 INDEPENDENT PROJECT ANALYSIS
Project Personnel Perception of
Organizational Dynamics Is Measured
Across Four Elements
Organization
Organizational
Effectiveness
Work Process
Effectiveness
Organizational
Dynamics
Project personnel rate each statement on a Likert scale
ranging from Strongly Agree (1) to Strongly Disagree (7)
Target Setting
Clarity of Business Objectives
Contracting Strategies
Project Procurement
Team Staffing
Work Process Clarity and Support
Decision-Making Effectiveness
Gatekeeping & Governance Process
Organizational Support
Vision
Strategy
Alignment
Involvement
Functional Collaboration
Communication
Satisfaction
Commitment to Continuous
Improvement
Project ProcessProject Leadership
Project Development Culture & Behaviors

9. CONFIDENTIAL 9 INDEPENDENT PROJECT ANALYSIS
Organizational Dynamics ProcessOrganization
1 Orientation & Data Collection
2 Analysis
3 Deliverable Preparation & Delivery
• Align expectations and establish basic
understanding of the project organization
• Project personnel complete online survey
• Analyze personnel responses
• Identify areas project personnel feel are functioning well,
areas of concern, and areas with high variability
• Presentation delivered that identifies:
‒ Areas of strength, opportunity, and misalignment
‒ Trends based on function, experience, and employment
‒ Areas of greatest risk and recommendations to close gaps
Timing: Approximately 2-3 Weeks
Organizational
Effectiveness
Organizational
Design
Work Process
Effectiveness
Organizational
Dynamics

10. CONFIDENTIAL 10 INDEPENDENT PROJECT ANALYSIS
The Problem
• Resource limitations create inefficiencies
and gaps in the information process
• Projects with resource limitations are on
average 25 percent more expensive, have
20 percent more cost growth, and have 5
percent worse schedule slip
How IPA
Can Help
• Determine if a project team has (or plans
to have) enough of the right people
Methodology
• Identify industry team staffing
benchmarks based on the project’s unique
characteristics including size and scope
• Project team’s staffing by phase and
function is compared to benchmarks to
identify areas of staffing strength and risk
Project Team Staffing Assessment
Project
Teams
Staffing
Guidance and
Benchmarking
Structure
Optimization
Alignment and
Functionality

11. CONFIDENTIAL 11 INDEPENDENT PROJECT ANALYSIS
Function Poor Caution Good Revisit
Line Functions
Project Management
Engineering
Construction Management
Operations & Maintenance
Commissioning
Support Functions
Project Services
HSSE
Procurement & Contracting
QA/QC
Stakeholder Relations
Interface Management
IT/IM
Commercial
Finance
Corporate Services
Project Team Staffing Example:
Summary of Results
Example

12. CONFIDENTIAL 12 INDEPENDENT PROJECT ANALYSIS
Team Staffing Process
1 Orientation & Preparation
2 Interview & Analysis
3 Deliverable Preparation & Delivery
• Align expectations and establish preliminary understanding of
the project scope, cost, schedule and team
• Project team provides supporting documentation
• Collect data through interviews with project leadership
• Perform team staffing analysis
• Presentation delivered to the project team:
‒ Identifies team staffing strengths and opportunities
‒ Compares staffing by function to Industry Best
‒ Provides specific recommendations to close staffing gaps
Timing: Approximately 4-5 Weeks
Project
Teams
Staffing
Guidance and
Benchmarking
Structure
Optimization
Alignment and
Functionality

13. CONFIDENTIAL 13 INDEPENDENT PROJECT ANALYSIS
The Problem
• Information is at the core of capital
projects
• The organization of teams directly affects
the production and flow of information
How IPA
Can Help
• Identify or optimize the project team
structure to maximize accurate and timely
information production, flow, and use
Methodology
• Identify comparable industry projects and
perform a detailed study of the team size
and structure
• Produce detailed organization charts and
provide recommendations on structuring
the team during each project phase
Project Team Structure Optimization
Project
Teams
Staffing
Guidance and
Benchmarking
Structure
Optimization
Alignment and
Functionality

14. CONFIDENTIAL 14 INDEPENDENT PROJECT ANALYSIS
Project Team Structure Optimization
Process
1 Orientation & Preparation
2 Interview & Analysis
3 Deliverable Preparation & Delivery
• Align expectations and establish preliminary understanding of
the project scope, cost, schedule and team
• Project team provides supporting documentation
• Collect data through interviews with the project team
• Identify set of comparable projects and analyze
organizational structure
• Create detailed organizational charts containing
alternatives and their associated trade-offs
• Presentation delivered to the project team that provides:
‒ Detailed organizational charts
‒ Research and insights to guide structural decision-making
‒ Guidelines to align current structure with recommendations
Timing: Approximately 2-3 Weeks
Project
Teams
Staffing
Guidance and
Benchmarking
Structure
Optimization
Alignment and
Functionality

15. CONFIDENTIAL 15 INDEPENDENT PROJECT ANALYSIS
The Problem
• Team members are in the best position to
understand the true status of the project but
often have no way to communicate concerns
• A functioning project team delivers projects at
an average of 30 percent lower cost
• A poorly functioning team averages 40 percent
budget overruns
How IPA
Can Help
• Quantify team member’s perceptions of the
project’s health
• Identify underlying issues that jeopardize
project success
Methodology
• Online questionnaire completed by project team
members
• Responses aggregated and compared to
Industry to identify risk areas
Measuring Team Functionality
Project
Teams
Staffing
Guidance and
Benchmarking
Structure
Optimization
Alignment and
Functionality

16. CONFIDENTIAL 16 INDEPENDENT PROJECT ANALYSIS
Project Personnel Perception of
Team Functionality Is Measured
Across Four Elements
Project
Teams
Staffing
Guidance and
Benchmarking
Structure
Optimization
Alignment and
Functionality
Project DevelopmentProject Leadership
Team Behavior Project Success
Project personnel rate each statement on a Likert scale
ranging from Strongly Agree (1) to Strongly Disagree (7)
Communication
Conflict Resolution
Commitment
Clarity of Business &
Project Objectives
Stakeholder Alignment
Project Risks
Competency of Team
Decision-Making Effectiveness
Vision
Strategy
Functional Integration
Team’s Perception of Project
Success

17. CONFIDENTIAL 17 INDEPENDENT PROJECT ANALYSIS
Team Functionality Element Good Fair
IndustryAverage
Cautionary Problematic
Clear Objectives
Stakeholder Support and Alignment
Team Alignment
Effective Decision Making
Technology Understood
Project Risks Understood
Competent Project Team
Realistic Cost and Schedule Targets
Good Basis for Cost/Schedule Control
Roles and Responsibilities Understood
Team Behavior
Project Process
Project Vision
Confidence in Project Success
Team Functionality Example:
Summary of Results
Example

18. CONFIDENTIAL 18 INDEPENDENT PROJECT ANALYSIS
Project Team Functionality Assessment
Process
1 Orientation & Data Collection
2 Analysis
3 Deliverable Preparation & Delivery
• Align expectations and establish an understanding of the
project scope and status
• Team members complete online survey
• Analyze team responses
• Compare with Industry
• Identify team strengths and opportunities
• Presentation delivered:
‒ Compares project team’s perception of key elements
relative to Industry
‒ Highlights areas of concern within project context
‒ Provides specific recommendations to help the project
team address issues
Timing: Approximately 2-3 Weeks
Project
Teams
Staffing
Guidance and
Benchmarking
Structure
Optimization
Alignment and
Functionality

19. CONFIDENTIAL 19 INDEPENDENT PROJECT ANALYSIS
IPA’s Organizations & Teams Services
Optimizing the Project
Organization
Strengthening the
Project Team
Organizational Assessments
Work Process Effectiveness
Organizational Dynamics
Staffing Guidance and Benchmarking
Structure Optimization
Alignment & Functionality
Have a specific question about your project organization or teams?
Ask us!
The knowledge gained from our research and extensive data allow us to
help find solutions to your specific needs

20. United States
Independent Project Analysis, Inc.
44426 Atwater Drive
Ashburn, VA 20147
USA
+1 703 729 8300
United Kingdom
Independent Project Analysis, Ltd.
Wellington House – First Floor
Worton Drive
Reading RG2 0TG
United Kingdom
+44 118 920 7800
Singapore
Independent Project Analysis, Pte Ltd.
No. 1 International Business Park
#10-02 The Synergy
Singapore 609917
Singapore
+65 6567 2201
Australia
Independent Project Analysis, Inc.
Level 1, 56 Burgundy Street
Heidelberg, Victoria 3084
Australia
+61 3 9458 7300
Brazil
Independent Project Analysis Latin America
Pesquisa E Consultoria em Projetos LTDA
Rua Pasteur, 463
Ed. Jatobá – 12o. andar
80250-080 Curitiba, Paraná
Brazil
+55 41 3028 9028
China
Independent Project Analysis, Inc.
#36 Chuangye Middle Road, #502
Haidian District, Beijing 100081
China
+86 10 6530 6170
The Netherlands
Independent Project Analysis, Inc.
WTC The Hague Business Center
Prinses Margrietplantsoen 33
2595 AM The Hague
The Netherlands
+31 70 335 0707
Sarah M. Sparks, PhD
Product Champion, Organizations & Teams
+1 703 726 5487
ssparks@ipaglobal.com
www.ipaglobal.com