1. Infrastructure Delivery Management Toolkit: 2010 Edition
Delivery Process 1: Portfolio Management
Programme Management
Sonny Schmidt
development through partnership

2. The IDMS DP1: Portfolio Management DP2: Project Management
Prov Infr Strat
DP1: Portfolio Management
DP1-1 Infrastructure Planning
DP1-2 Programme Management
Develop U-AMP (including prioritised MTEF works list)
Develop C-AMP (including work plans)
Dev Proc Strat
Develop/review IPMP
Manage Implementation
G1(a)
G1(b) G2
PC1
PF1.4
PF1.3
PF2.1
PF2.2
PF2.3
PF3
PF4
PF5
DP2: Project Management
DP2-1 Planning (Develop IPIP)
DP2-2 Design
DP2-3 Works
DP2-4 Close Out
Package prep
Package definition
Works planning
Design developt.
MFC Info
Con/Del works
Handovr works
Project Close Out
Update Asset Register G3 G4 G5
G6(a)
G6(b) G7 G8
PC2
PC3
PC4a
PC5
PC4b T1 T2
Delivery Gates:
G1a – Approved U-AMP (incl MTEF list)
G1b – Approved C-AMP (incl Works list
G2 – Accepted Procurement Strategy
G3 – Accepted Strategic Brief
G4 – Accepted Concept Report
G5 – Accepted Design Development Report
G6 a – Accepted Production Information
G6b - Accepted Manufacture, Fabrication & Construction information
G6c ?? – Sonny to confirm if required
G7 – Accepted works in accordance with requirements
G8 – Works taken over by User, complete with record information
Procurement Milestones:
PC1 – Procure PSP for Programme Management, incl strategic procurement services
PC2 – Management Contractor / Framework Contract
PC3 – Design and Construct
PC4a – Design by Employer (Consultant procurement)
PC4b – Design by Employer (Contractor procurement)
PC5 – Develop and Construct
Performance Management Processes:
PF1.1 – Develop Indicators from Strategic Plan objectives
PF1.2 - Develop Indicators from Programme Implementation Plans and Budgets
PF1.3 – Develop Indicators from Project / Operational & Maintenance Plans
PF1.4 – Link Indicators and RACI to individual Performance Agreements
PF2.1 – Monitor & Evaluate Inputs, Activities and Outputs against plan
PF2.2 – Monitor & Evaluate Outcomes against plan
PF2.3 – Monitor & Evaluate Impacts against plan
PF3 – Publish Performance Information
PF4 – Review / Appraise individual performance
PF5 – Take management action
Triggers:
T1 – Trigger – To O&M on requirements for works that will be delivered
T2 – Trigger – To other Dep’s on requirements for other services (staff, books (Edu), pharmaceuticals (Health), etc)
PF1.4
PF1.3
PF2.1
PF2.2
PF2.3
PF3
PF4
PF5
DP3: Operations & Maintenance
DP3-1 Recognise & accept assets
DP3-2 Mobilisation for Facilities Mgt
DP3-3 Operations
DP3-4 Maintenance
DP3-5 Demobilise Facilities Mgt G8
PF1.4
PF1.3
PF2.1
PF2.2
PF2.3
PF3
PF4
PF5

3. User and Custodian Portfolio Management Outputs
organisations
Custodian
U-AMP
Construction procurement strategy
IPMP
Organisation and Support plan
Monitoring reports
Recommended actions
C-AMP
Work Plans
Portfolio Management outputs by responsible organisation
The Implementing Agent is managed by the User on the basis of the SDA between the organisations and the IPIP it submits

5. Programme Management (1)
Definition:
“a group of related projects managed in a coordinated way to obtain benefits and control not available from managing them individually”.
The PMI’s Standard for Program Management definition
Shared resources: Documentation, Resources, Lessons, Budget
Effective PMO required to achieve these benefits.
Outputs include 2nd gate in Gateway Process
CPS and IPMP are User responsibilities – may procure PSP to assist (Procurement Milestone PC1 in IDMS)

6. “Programme View” of Budget
Summary budget for previous 3 asset organisation
Can be re-ordered to show “Asset View” – costs per asset in single line
Different views required for different reporting requirements

7. Portfolio Structure Portfolios, Programmes and Projects
Highest level Portfolio
Lower level Portfolios
Projects
Higher level Programmes
Lower level Programmes
Other work
Portfolios, Programmes and Projects

8. Programme Management Roleplayers
Programme Structure
Corporate Structure

9. Construction Procurement Strategy
User is responsible for developing and managing the CPS and IPMP
Refer to PG2: Construction Procurement Strategy
Key portion of IPMP

10. Infrastructure Programme Management Plan
The “IPMP”
The Client Department’s:
MTEF Infrastructure Projects, and
Management Requirements
See as an “Instruction” to the Implementing Department/Agent
(part of Service Delivery Agreement)

11. PMI Project Management Plan
Communications Management Plan
HR Management Plan
Risk Management Plan
Procurement Management Plan
Time Management Plan
Cost Management Plan
Quality Management Plan
Scope Management Plan
Project Management Plan

12. Multi Project Environment
Communications Management Plan
HR Management Plan
Risk Management Plan
Procurement Management Plan
Time Management Plan
Cost Management Plan
Quality Management Plan
Scope Management Plan
Project Management Plan

13. Part 1: Management Requirements applicable to all Programmes/Projects
IPMP: Three parts
Part 1: Management Requirements applicable to all Programmes/Projects
Communications Management Plan
HR Management Plan
Risk Management Plan
Procurement Management Plan
Time Management Plan
Cost Management Plan
Quality Management Plan
Scope Management Plan
Programme Management Plan

14. Part 2: Management Requirements applicable to specific Programmes
IPMP: Three parts
Part 2: Management Requirements applicable to specific Programmes
Communications Management Plan
HR Management Plan
Risk Management Plan
Procurement Management Plan
Time Management Plan
Cost Management Plan
Quality Management Plan
Scope Management Plan
Programme 1
Communications Management Plan
HR Management Plan
Risk Management Plan
Procurement Management Plan
Time Management Plan
Cost Management Plan
Quality Management Plan
Scope Management Plan
Programme 2
Communications Management Plan
HR Management Plan
Risk Management Plan
Procurement Management Plan
Time Management Plan
Cost Management Plan
Quality Management Plan
Scope Management Plan
Programme 3
Communications Management Plan
HR Management Plan
Risk Management Plan
Procurement Management Plan
Time Management Plan
Cost Management Plan
Quality Management Plan
Scope Management Plan
Programme 4

15. Part 3: Programme MTEF Project List
IPMP: Three parts
Part 3: Programme MTEF Project List
Separate list for each programme:
Active Projects: Budgets based on Committed Cost
Approved Projects: Budgets (preferably) based on Tender Estimates
Proposed Projects: Budgets based on Preliminary or Conceptual Estimates
Prog 1 Project List
Prog 2
Project List
Prog 3
Project List
Prog 4 Project List

16. Thank you 2006 Ver planning philosophy remains the same
GIAMA requirements added – essentially a combination of the outputs of each of the steps in the roadmaps
Good working relationship between Custodian and User essential
Flows now linear – easier for people to use