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7/25/2011




    Completing the Project
        InfoComm International




Objectives
• To use a framework for AV project
  planning, execution and closure
   l                     d l
• To be familiar with project planning
  tools and AV standard documentation




                                                1
7/25/2011




On Time – On Budget
• Why don’t our
  projects end?
             d
• Why do we
  keep going
  back?
• I’m losing
  money on this




The End Starts At The Beginning
• What are expectations?
  – What the stakeholder thinks they are
    getting from the designer and integrator
  – What the designer thinks they told the
    customer and integrator
  – What the integrator thinks the designer
    and stakeholder wants and needs




                                                      2
7/25/2011




Project Management Process
Definitions (Lifecycle)
                               Execution/
    Initiation   Preparation                Close
                                Control




So What Did You Agree To Do?
•   Scope of Work
•   Quality of Work
•   Time Line
•   Price
•   Terms and C diti
    T        d Conditions




                                                           3
7/25/2011




    Project Elements / Constraints


       Optimize
                                       Quality is
    project outcome
                                     impacted by all
     by managing
                                        elements
      constraints




                      Cost ≠ Price




    Improving Performance
•   Requires      a repeatable structure
•   Requires      industry standard documents
•   Requires      transparency
•   Requires      a check list




                                                              4
7/25/2011




Project Comparison




Standards Guide




                            5
7/25/2011




Standards Guide for AV Systems
Design and Coordination Processes

• Guide for documenting AV projects
• Guide for coordinating with other
  trades
• Method for setting expectations




What are the Parts?
•   Scope, Purpose, and Application
•   Referenced Publications
•   Definitions
•   Requirements
•   Verification
    V ifi ti
•   Appendix




                                             6
7/25/2011




Scope - Purpose – Application
• Provides a method for documentation
• Provides a recognition and method of
  coordinating with other disciplines
  and trades
• Provides a practical guideline for
  verifying cross trade responsibilities




Method For Documentation
•   Project Planning & Coordination
•   Program Phase
•   Design Phase
•   Construction Phase
•   Verification
    V ifi ti




                                                  7
7/25/2011




Exceptions




Guide Requirements Section
• The largest portion of                     Planning and
                                             Coordination


  the document
   h d
• Describes in detail all   Construction
                                           Requirements
                                                            Program


  aspects of the design
                               Phase                         Phase




  p
  process from p j
                project
  planning to a verified                     Design Phase



  completed project




                                                                             8
7/25/2011




Planning & Coord Meetings
• Schedule of meetings
  – Dates and times
            d
  – Length and location
• Meeting members
  – Who is on the list?
  – Who is not on the list?
• Agenda for meetings




Establishing a Governance Structure
• Who do you need to
  make h
     k happy? ?
• Managing expectations
• Stakeholder
  relationships
• Conflict and Escalation
• How are you doing?




                                             9
7/25/2011




Program Phase
• Needs analysis           Needs

• Program report
                        Applications



                           Tasks



                   Functions and Features




Design Phase
• Architectural
  and interior
    d
  design
• AV System
  Documents




                                                  10
7/25/2011




Program and Design Phases
• Gather Information
• Needs Analysis
• Site Survey
• Recommend Changes & Create
  Scope
• Determine AV Solution
  Components
• Design AV Solution




Construction Phase
•   Construction drawings
•   Facilities drawings
•   System Drawings
•   Reference Documentation
•   Testing and acceptance
    T ti        d      t
•   Project closeout




                                     11
7/25/2011




Verification
• All trades coordination and
  expectations
• Provides responsibility check
  list
• Avoids planning and delivery
  holes
• Creates better understanding
  amongst client, GC, and trade
  partners




Who Will Manage The Project
•   Technician
•   Designer
•   Sales manager
•   Consultant
•   Customer
    C t
•   Project manager




                                        12
7/25/2011




Roles And Perspectives
• Technicians / Engineers            • Project Manager
   –   Seeks optimal solutions          – Seeks pragmatic decisions
   –   Strives for precision            – Strives for accuracy
   –   Deals with things                – Deals with people
   –   Focuses on processes             – Focuses on outcomes
   –   Reactionary problem solving      – Proactive planning
   –   Works with immutable laws        – Works with situational
   –   Succeeds individually              rules
                                        – Succeeds through others




Making A Timeline
• You have what needs to
  be done
  b d
• How long will it take?
• Break it down
• Create milestones
• Assign people




                                                                            13
7/25/2011




Risk Response Planning Strategies
• Threats
• O
  Opportunities
            ii
• Strategies
  •   Avoidance
  •   Transference
  •   Mitigation
  •   Acceptance




                                          14
7/25/2011




Work Breakdown Structure
                                     AV Production System


   Audio
   A di       Lighting
              Li hti       Rigging
                           Ri i             Video
                                            Vid             Display
                                                            Di l      Support
                                                                      S     t       General
                                                                                    G      l
                                                                                    Session
                                                                                     Intro


Microphones       Mixer        Amplifiers    Loudspeakers              P&D       ENG Cam BOH

 Dynamic         Cabling        Cabling             FOH               Scaffold   Talent Mic BOH


Condenser        Power           Power          Monitors


  Stands

                What is the required result?
  Cabling
                  Specific, measurable, verifiable, unambiguous




Logic Network Diagram




                                                                                                        15
7/25/2011




Estimate – Effort & Duration
• Time to complete the task?
• Aggregate time to complete the task?




Mature Display of a Project Schedule
Hiding or Padding
  5 days / 2 days
                    5 days / 2 days
                                         6 days / 2 days
  7 days shown                                                   22 days
                    7 days shown                                 planned
                                         8 days shown                        26 days
                                                                              actual
Mature Use of Uncertainty and Reserves
   5 days
                5 days
                               6 days         2 days
   5 days                                    mitigation
   shown        5 days                                             y
                                                               4 days
                shown          6 days                          reserve       26 days
                               shown               4 days                    planned
                                                 uncertainty
                                                                         24 days
                                                                          actual




                                                                                             16
7/25/2011




Labor
• Jurisdiction
• Work Rules
• Scales within
  scales
• Premium time
• Penalties
       l
• Payroll




                        17
7/25/2011




Event Closure
Take the time to Look Back and Learn
  Preparation         Executing &       Closing
     Phase          Controlling Phase    Phase



                What did we do well?
        What could we have done better?
  What were the key events for each phase?




How Will This Affect Me?
• Project quality will be improved
• Coordination with other trades will be
  improved
• Costs will be reduced
• Expectations will be met
• Stress will be reduced




                                                        18
7/25/2011




Project Completion




When you finished doing all the things
    that you said you would do.




                                               19

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Completing AV Projects On Time and On Budget

  • 1. 7/25/2011 Completing the Project InfoComm International Objectives • To use a framework for AV project planning, execution and closure l d l • To be familiar with project planning tools and AV standard documentation 1
  • 2. 7/25/2011 On Time – On Budget • Why don’t our projects end? d • Why do we keep going back? • I’m losing money on this The End Starts At The Beginning • What are expectations? – What the stakeholder thinks they are getting from the designer and integrator – What the designer thinks they told the customer and integrator – What the integrator thinks the designer and stakeholder wants and needs 2
  • 3. 7/25/2011 Project Management Process Definitions (Lifecycle) Execution/ Initiation Preparation Close Control So What Did You Agree To Do? • Scope of Work • Quality of Work • Time Line • Price • Terms and C diti T d Conditions 3
  • 4. 7/25/2011 Project Elements / Constraints Optimize Quality is project outcome impacted by all by managing elements constraints Cost ≠ Price Improving Performance • Requires a repeatable structure • Requires industry standard documents • Requires transparency • Requires a check list 4
  • 6. 7/25/2011 Standards Guide for AV Systems Design and Coordination Processes • Guide for documenting AV projects • Guide for coordinating with other trades • Method for setting expectations What are the Parts? • Scope, Purpose, and Application • Referenced Publications • Definitions • Requirements • Verification V ifi ti • Appendix 6
  • 7. 7/25/2011 Scope - Purpose – Application • Provides a method for documentation • Provides a recognition and method of coordinating with other disciplines and trades • Provides a practical guideline for verifying cross trade responsibilities Method For Documentation • Project Planning & Coordination • Program Phase • Design Phase • Construction Phase • Verification V ifi ti 7
  • 8. 7/25/2011 Exceptions Guide Requirements Section • The largest portion of Planning and Coordination the document h d • Describes in detail all Construction Requirements Program aspects of the design Phase Phase p process from p j project planning to a verified Design Phase completed project 8
  • 9. 7/25/2011 Planning & Coord Meetings • Schedule of meetings – Dates and times d – Length and location • Meeting members – Who is on the list? – Who is not on the list? • Agenda for meetings Establishing a Governance Structure • Who do you need to make h k happy? ? • Managing expectations • Stakeholder relationships • Conflict and Escalation • How are you doing? 9
  • 10. 7/25/2011 Program Phase • Needs analysis Needs • Program report Applications Tasks Functions and Features Design Phase • Architectural and interior d design • AV System Documents 10
  • 11. 7/25/2011 Program and Design Phases • Gather Information • Needs Analysis • Site Survey • Recommend Changes & Create Scope • Determine AV Solution Components • Design AV Solution Construction Phase • Construction drawings • Facilities drawings • System Drawings • Reference Documentation • Testing and acceptance T ti d t • Project closeout 11
  • 12. 7/25/2011 Verification • All trades coordination and expectations • Provides responsibility check list • Avoids planning and delivery holes • Creates better understanding amongst client, GC, and trade partners Who Will Manage The Project • Technician • Designer • Sales manager • Consultant • Customer C t • Project manager 12
  • 13. 7/25/2011 Roles And Perspectives • Technicians / Engineers • Project Manager – Seeks optimal solutions – Seeks pragmatic decisions – Strives for precision – Strives for accuracy – Deals with things – Deals with people – Focuses on processes – Focuses on outcomes – Reactionary problem solving – Proactive planning – Works with immutable laws – Works with situational – Succeeds individually rules – Succeeds through others Making A Timeline • You have what needs to be done b d • How long will it take? • Break it down • Create milestones • Assign people 13
  • 14. 7/25/2011 Risk Response Planning Strategies • Threats • O Opportunities ii • Strategies • Avoidance • Transference • Mitigation • Acceptance 14
  • 15. 7/25/2011 Work Breakdown Structure AV Production System Audio A di Lighting Li hti Rigging Ri i Video Vid Display Di l Support S t General G l Session Intro Microphones Mixer Amplifiers Loudspeakers P&D ENG Cam BOH Dynamic Cabling Cabling FOH Scaffold Talent Mic BOH Condenser Power Power Monitors Stands What is the required result? Cabling Specific, measurable, verifiable, unambiguous Logic Network Diagram 15
  • 16. 7/25/2011 Estimate – Effort & Duration • Time to complete the task? • Aggregate time to complete the task? Mature Display of a Project Schedule Hiding or Padding 5 days / 2 days 5 days / 2 days 6 days / 2 days 7 days shown 22 days 7 days shown planned 8 days shown 26 days actual Mature Use of Uncertainty and Reserves 5 days 5 days 6 days 2 days 5 days mitigation shown 5 days y 4 days shown 6 days reserve 26 days shown 4 days planned uncertainty 24 days actual 16
  • 17. 7/25/2011 Labor • Jurisdiction • Work Rules • Scales within scales • Premium time • Penalties l • Payroll 17
  • 18. 7/25/2011 Event Closure Take the time to Look Back and Learn Preparation Executing & Closing Phase Controlling Phase Phase What did we do well? What could we have done better? What were the key events for each phase? How Will This Affect Me? • Project quality will be improved • Coordination with other trades will be improved • Costs will be reduced • Expectations will be met • Stress will be reduced 18
  • 19. 7/25/2011 Project Completion When you finished doing all the things that you said you would do. 19