John Messner, Ph.D. Professor of Architectural Engineering Director, CIC Research Program Penn State BIM Planning for Projects and Organizations © 2013

It started with a phone call

BIM Project Execution Planning Procedure

“Begin with the end in mind.” Identifying Goals and Uses

Design BIM Project Execution Process

Develop Information Exchanges

Supporting Infrastructure

Need BIM Champion(s) Owner Involvement is Critical Need team Buy-in and Transparency The Planning Procedure should allow for Adaptations by the Project Team The Project Execution Plan must be considered a Living Document Planning takes Resources and it is Critical that Resources are Available Lessons Learned from Case Studies

And another phone call

The Challenge

From Project to Organization

BIM Planning Guide for Facility Owners T YPICAL O RGANIZATIONAL BIM I NTEGRATION P ROGRESSION R ECOMMENDED O RGANIZATIONAL BIM I NTEGRATION P ROGRESSION

BIM P LANNING E LEMENTS Infrastructure The Information Needed About the Facility Process Strategy Uses The Purpose of BIM Implementation Information The Specific Method of Implementing BIM The Means of BIM Implementation The Infrastructure Needs to Implement BIM Mission – Vision – Goals - Objectives Generating – Processing – Communicating – Executing – Managing Current – Target – Transition Model Element Breakdown – Level of Development – Facility Data Personnel The Affects of BIM on Personnel Roles & Responsibilities – Hierarchy – Education – Training – Change Readiness Software – Hardware – Workspace

BIM P LANNING P ROCEDURES

O RGANIZATIONAL BIM S TRATEGIC P LANNING P ROCEDURE Evaluate the organization to determine areas of focus for future BIM implementation Evaluate the organization to determine areas of focus for future BIM implementation AlignAlign AdvanceAdvance AssessAssess Determine the degree to which the organization will implement BIM Define transition process for the integration of BIM into organizational business practices

Current Target Transition Extensive use of BIM with limited sharing between parties T T No external project BIM Processes Documented Integrated High Level BIM Process Documented Integrated High level organizational Process documented No internal organizational BIM Processes Documented T T T T Record (As- Built) BIM model received by operations Record BIM data imported or referenced for operational uses T T Established Basic Organizational Goals Established Basic BIM Objectives Full Support for BIM Implementatio n with Some Resource Commitment Executive Level BIM Support Champion with limit time commitment Multiple BIM Champions with Each Working Group BIM Committee is formalized but not inclusive of all operating units T T T T T T T T T T Limited Support for feasibility study No BIM Planning Committee established No Organizational Mission or Goals No BIM Vision or Objectives Defined Basic BIM Vision is Establish No Management Support No BIM Champion BIM Champion identified but limited time committed to BIM initiative BIM Champion with Adequate Time Commitment Small Ad-hoc Committee with only those interested in BIM Multi-disciplinary BIM Planning Committee established with members from all operative units BIM Vision address mission, strategy, and culture No BIM Uses for Projects identified Minimal Owner Requirements for BIM Extensive use of BIM with sharing between parties within project phase No BIM Uses for Operations identified BIM data manually maintained for operational uses BIM data is directly integrated with operational systems High-level BIM Process Documented for Each Party Detailed BIM Process Documented for Primary BIM Uses High-Level BIM Process Documented for each operating unit Detailed BIM Process Document for primary organizational Uses C C C C T T T T Organizational BIM Assessment Profile StrategyStrategy Level of Maturity Totals CurrentCurrentTargetTargetPossiblePossible Vision and Objectives Management Support BIM Champion 5 5 UsesUses Project Uses Operational Uses Project Process Operation Processes InformationInformation Information Needs Infrastructure Personnel Hierarchy Responsibilities Education Training Change Readiness Planning Team CurrentCurrentTargetTargetPossiblePossible CurrentCurrentTargetTargetPossiblePossible Current Target Possible BIM Objectives are specific, measurable, attainable, relevant, and timely Full support for BIM Implementation with Appropriate Resource Commitment Vision and Objectives are regularly revisited, maintained and updated (as necessary) Limited support for continuing efforts with a limited budget Full Support of continuing efforts Executive-level BIM Champion working closely with Working Group Champion Planning Committee includes members for all level of the organization including executives BIM Planning Decisions are integrated with organizational Strategic Planning Open sharing of BIM Data across all parties and project phases BIM data maintained with operational systems in Real-time Detailed BIM Process Documented for all BIM Uses Detailed BIM Process Documented and Regularly Maintained and Updated Detailed BIM Process Documented for all BIM Uses Detailed BIM Process Documented and Regularly Maintained and Updated Non-Existent Initial DefinedManaged Quantitatively Optimizing Non-Existent Initial DefinedManaged Quantitatively Optimizing ProcessProcessCurrentCurrentTargetTargetPossiblePossible InitialQuantitatively Optimizing Non-ExistentDefinedManaged Basic Organizational Mission Established Organization Mission address purpose, services, values at minimum Mission and Goals 5 5 Goals are specific, measurable, attainable, relevant, and timely Mission and Goals are regularly revisited, maintained and updated (as necessary) C C C C C C C C C C C C C C C C C C

C C

Timeline with Key Phases Phase 1Phase 2Phase 3 Organizational BIM Roadmap Each Phase with an Execution Plan Strategy Uses Process Information Infrastructure Personnel Organizational BIM Planning Elements

Penn State Office of Physical Plant Roadmap

BIM P LANNING P ROCEDURES

O RGANIZATIONAL BIM E XECUTION P LANNING P ROCEDURE Personnel Uses Process Information Infrastructure Vision and Objectives Determine the BIM Vision and Objectives for the duration of the Execution Plan Determine how the organization will use BIM during the operations phase Map the Organizational Processes including future BIM Processes Determine and Document operational information needs including attributes Determine operational infrastructure including hardware, software, and spaces Determine Personnel Needs to support the implementation of BIM O RGANIZATIONAL BIM E XECUTION P LANNING P ROCEDURE P RIORITY O BJECTIVE

BIM Uses XBIM UseDescription Current Maturity Target Maturity X Data Commissioning Facility data from a BIM Model is used to populate an organization’s CMMS Non- Existent Managed X Performance Monitoring Monitoring the preformation of the facilities including items such as energy, air quality, and security Non- Existent Defined Systems Control Controlling elements or systems of the facility such as lighting, electrical, HVAC, and conveying Initial Space TrackingMonitoring the usage of spaces within the facility.Initial XAsset Management management of facility assets to ensure optimal value over its life cycle InitialDefined X Maintenance Management Actions intended to retain facility elements, or restore facility elements to, a state in which the facility element can perform its intended function Non- Existent Defined Condition Documentation Recording the state of the facility.Initial Scenario Forecasting Predicting possible situations within the facility such as crowd flow, evacuation procedures and other disasters Non- Existent

Develop Core Processes

C

BIM P LANNING P ROCEDURES

Owners BIM Procurement Planning Concepts Contract Requirements Standard BIM Execution Plan Template Definitions Definitions Team Responsibilities Team Responsibilities Collaboration Collaboration Deliverables Deliverables Quality Control/ Assurance Plan Definitions Definitions Team Responsibilities Team Responsibilities Collaboration Collaboration Deliverables Deliverables Quality Control/ Assurance Plan Document Hierarchy Document Hierarchy Use of BIM Project Execution Plan Use of BIM Project Execution Plan Data / Model Ownership Data / Model Ownership Minimum Requirements Minimum Requirements 2D Requirements 2D Requirements Security Security Insurance Insurance Document Hierarchy Document Hierarchy Use of BIM Project Execution Plan Use of BIM Project Execution Plan Data / Model Ownership Data / Model Ownership Minimum Requirements Minimum Requirements 2D Requirements 2D Requirements Security Security Insurance Insurance Goals Goals Uses Uses Process Process Model Details Model Details Data Details Data Details Meeting Schedule Meeting Schedule Goals Goals Uses Uses Process Process Model Details Model Details Data Details Data Details Meeting Schedule Meeting Schedule

Team Evaluation Score 1234 BIM Project Execution Plan Experience Team Has No BIM Experience Team Has Completed Discrete BIM Uses but has Not Composed a Plan Team Has Assisted in BIM Planning Team Has Led BIM Execution Planning on Projects Electronic Collaboration Experience Team Has Limited Electronic Collaboration Experience Team Utilizes Electronic Methods for Communication such as (RFI’s, Submittals, Change Orders, Etc.) Team Utilizes Internet Based Communication Tools but Does not Share Model Team Shares BIM Model and Utilizes Real Time Communication Tools BIM Uses Team Has No BIM Experience Team Has Used BIM for Discrete Uses During One Phase of the Project Team Has Used BIM on Multiple Stages of the Project Team Uses BIM Uses Throughout All Stages of the Project Technical Capabilities Team Hires 3 rd Party to Perform BIM Uses Team Has Internal Staff to Perform Some BIM Uses Team Has Internal Staff to Perform All BIM Uses Team Has Internal Staff to Develop New BIM Uses

BIM P LANNING P ROCEDURES

BIM Project Execution Planning Procedure

THANK YOU The Charles Pankow Foundation The Partnership for Achieving Construction Excellence Penn State Office of Physical Plant US Department of Veterans Affairs US Department of Defense Kaiser Permanente The buildingSMART Alliance

OUR ADVISORY David Jordani BOARD Xiajun Lin Chuck Meis Ed Gannon Victor Sanvido Dana "Deke" Smith Kerry Joels Maureen McDonough Kurt Maldovan Kimberly Hurtado Renée Tietjen Grace Wang Steve Hutsell Dianne Davis Robert Braunagel Craig Dubler Elton Murakami Patrick Suermann Russell Manning Steve Devitto Greg Gidez Steve Kundich

THE AUTHORS John Messner Craig Dubler Robert Leicht Chimay Anumba Ralph Kreider Ashwin Ramesh Colleen Kasprzak Shane Goodman Eric Nulton Chitwan Saluja

We’re not done yet.

BIM Use Structure Process Information Exchanges

Reflecting upon the past five years

Additional Information at bim.psu.edu Send Feedback to John Messner