Tell us what to do, not how to do it Tuesday 30 April 2024 APM North West Network Conference, Synergies Across Sectors Presented by: Alan Livingstone, Project Delivery Lead, UK&I Water Sector, Stantec Conference overview: https://www.apm.org.uk/community/apm-north-west-branch-conference/ Content description: How the Stantec Project Management Framework provides our PMs with the flexibility to deliver projects of varying complexity, across a variety of different sectors, within a Global Organisation. The main conference objective was to promote the Project Management profession with interaction between project practitioners, APM Corporate members, current project management students, academia and all who have an interest in projects.

1. Synergies Across Sectors
Theme 1: Adaptability and
Frameworks
“Tell Us What To Do,
Not How To Do It”
A
P
M
N
W
B
R
A
N
C
H
C
O
N
F
E
R
E
N
C
E
1

2. Alan Livingstone
A
P
M
N
W
B
R
A
N
C
H
C
O
N
F
E
R
E
N
C
E
2
Project Delivery Lead, UK&I Water
Over 32 years’ experience in the construction, retail fit out, oil & gas and water industries, with around 20 years of
Project Management experience.
Joined Stantec in 2016, initially as a Project Manager, and since then, have held a variety of leadership roles within the
business, including Resource Manager, Project Management Lead and Operations Manager.
In my current role, as Project Delivery Lead for the UK&I Water Sector, I ensure the business is aligned with best
practice, is continuously improving its processes and procedures, and is investing in the right training for its project
leadership community.

3. A
P
M
N
W
B
R
A
N
C
H
C
O
N
F
E
R
E
N
C
E
3
1954
STANTEC FOUNDED
$7.8 billion
MARKET CAP ($CAD)
28,000
EMPLOYEES GLOBALLY
STN
TRADED ON NYSE & TSX
6
CONTINENTS WE OPERATE IN
400
LOCATIONS WORLDWIDE
Global reach.

4. Local presence.
4
32 Regional offices
2400+ UK staff
300+ Based in NW
600 Staff in Pune
supporting UK
projects
A
P
M
N
W
B
R
A
N
C
H
C
O
N
F
E
R
E
N
C
E

5. 5
Buildings
Energy &
Resources
Environmental
Services
Infrastructure
Water
A
P
M
N
W
B
R
A
N
C
H
C
O
N
F
E
R
E
N
C
E

6. Context For Today
For a global organisation, that works across multiple
sectors, it’s important to have a Project Management
Framework that can be applied
• to projects of all sizes
• in all business lines
• in all regions
A
P
M
N
W
B
R
A
N
C
H
C
O
N
F
E
R
E
N
C
E
6

7. Project Management
Ecosystem
Our project teams deliver impactful projects for clients
across many industries around a rapidly shifting
world. Our approach to project delivery reflects our
shared commitment to our people, excellence, and
innovation.
Four project Tiers inform our fit-for-purpose approach
to project management people, processes, and
tools.
Using this framework, we deliver programmes that
balance the competing demands of risk management,
consistency, and flexibility required in this exciting and
challenging business environment.
7
A
P
M
N
W
B
R
A
N
C
H
C
O
N
F
E
R
E
N
C
E

8. Processes
• Project Management Framework
• Project Risk Review Practice
Tools
• PM Tools provide functionality to
facilitate project processes.
People
• Project Management Career
Stream
• Project Management Learning
• Project Management
Prequalification
• Project Independent Reviewers
8
A
P
M
N
W
B
R
A
N
C
H
C
O
N
F
E
R
E
N
C
E

9. 10 Point Project
Management Framework
The Stantec Project Management Framework
identifies the pathway that will help to manage risks
and quality on a typical project.
The PM Framework applies to projects of all sizes, in
all business lines, in all regions.
Although all Project Managers must meet the intent of
each point, how they accomplish this may vary from
project to project.
A
P
M
N
W
B
R
A
N
C
H
C
O
N
F
E
R
E
N
C
E
9

10. PM Framework Across a Typical Project Lifecycle
A
P
M
N
W
B
R
A
N
C
H
C
O
N
F
E
R
E
N
C
E
10
Initiate
• Points 0 – 1
• Prepare a
proposal and
secure
appointment
Plan
• Points 2 – 4
• Detail how
the project
work will be
carried out
Execute,
Monitor, Control
• Points 5 – 8
• Carry out
tasks to
produce
deliverables
Close Out
• Point 9
• Close project
and learn
lessons

11. Key Concepts
Meet the intent – what, not how.
Processes and tools that are fit for purpose – scalable.
Isolate what can be consistent at a high level and invest
in making those things very efficient.
Utilise thresholds and other criteria to achieve
consistent, but situationally adaptable processes.
PM Framework is accessible to everyone in the
organisation – common understanding.
A
P
M
N
W
B
R
A
N
C
H
C
O
N
F
E
R
E
N
C
E
11

12. Example – Project Plan
Our PM Framework requires that every project has a
project plan prepared…..
….to an appropriate level of detail.
UK&I Translation:
• always required but <£5k rebadged proposal
document
• £5k-£15k use template but no independent review
• >£15k use template and have independent
review.​
A
P
M
N
W
B
R
A
N
C
H
C
O
N
F
E
R
E
N
C
E
12

13. Example – Small
Projects
A small project is less than £15,000 contract value
(and does not include a Project Risk Review Practice
trigger)
We must always…..
Minimum requirements
And also, if this applies, we must….
Additional requirements
A
P
M
N
W
B
R
A
N
C
H
C
O
N
F
E
R
E
N
C
E
13

14. Example –
PM Prequalification
Our PM Prequalification Process helps us to manage risk by
ensuring we can assign the right PM with the right
competencies and experience to the right projects.
Status of a PM can be
• Approved
• Conditionally Approved
• In Training
• Unapproved
PM Tier Levels
• Tier 1 <£60k
• Tier 2 <£600k
• Tier 3 <£3m
• Tier 4 >£3m
A
P
M
N
W
B
R
A
N
C
H
C
O
N
F
E
R
E
N
C
E
14

15. Risk Review Process
Process to identify and manage risks associated with
projects having the potential for significant financial
and/or reputational impacts
A series of ‘risk triggers’ related to fee value and work
type, result in projects being discussed by Project
Risk Committe
Concludes with a Go / No-go decision
15
A
P
M
N
W
B
R
A
N
C
H
C
O
N
F
E
R
E
N
C
E

16. Conclusion
We challenge ourselves to provide
processes and tools that are fit for purpose.
We isolate what can be consistent at a
high level and invest in making those
things very efficient.
Where processes and the tools that
support them cannot be consistent and
efficient simultaneously, we make sure
there is flexibility at the level required.
16
A
P
M
N
W
B
R
A
N
C
H
C
O
N
F
E
R
E
N
C
E

17. Questions / Discussion
17
A
P
M
N
W
B
R
A
N
C
H
C
O
N
F
E
R
E
N
C
E

18. Alan
Livingstone
Project Delivery Lead, UK&I Water
alan.livingstone@stantec.com
Stantec
Capital Square
3rd Floor
58 Morrison Street
Edinburgh
EH3 8BP
Thank You!
18
A
P
M
N
W
B
R
A
N
C
H
C
O
N
F
E
R
E
N
C
E