1. LogiKal Projects – Performance Management Specialist The ‘I’ Word Integration of Management for Projects and Programme What does Integration mean and why should we worry about it? Andrew Hill – LogiKal Projects

2. LogiKal Projects – Performance Management Specialist LogiKal Projects We will make your Project Controls work LogiKal Projects – Perth 8th Floor, 41-43 St Georges Tce, Perth 6000 +61 8 6140 2577 Email: info@logikal.co.uk Web: www.logikalprojects.co.uk Twitter: @LogikalLtd LogiKal Projects – Brisbane 320 Adelaide St, Brisbane 4000, QLD +61 7 3182 1179 Email: info@logikal.co.uk Web: www.logikalprojects.co.uk Twitter: @LogikalLtd LogiKal Projects – Hong Kong 9th Floor, CRE 303 Hennessy Rd, Wan Chai +852 8197 8088 Email: info@logikal.co.uk Web: www.logikalprojects.co.uk Twitter: @LogikalLtd LogiKal Projects - London 27-29 Cursitor Street, London, EC4A 1LT +44 207 404 4826 Email: info@logikal.co.uk Web: www.logikalprojects.co.uk Twitter: @LogikalLtd

3. LogiKal Projects – Performance Management Specialist Who we are Specialist project management organisation Focus exclusively on Delivering, integrating and operating Project Controls Helping organisations to use Project Controls to achieve better outcomes through Performance Management Working both client and contractor side Believe in solutions focusing on 3 dimensions – People / Process / System Balancing solution investment to risk / opportunity

4. LogiKal Projects – Performance Management Specialist What do we mean by it? Is integration a good thing? Integration management is a collection of processes required to ensure that the various elements of the projects are properly coordinated. Management integration is how individuals and teams work together in order to secure the outcomes from the project.

5. LogiKal Projects – Performance Management Specialist Questions – Your view Question 1 Does integration between clients and contractors generally work well to secure good project outcomes? Question 2 In your experience are the disciplines of Scope Management, Schedule Management, Cost Management and Risk Management generally set up to work well together? Question 3 How much waste to you believe exists on projects which could be addressed by better management capability A) 0% B) 5% C)10% D) 20% E) 30% F) >30%

6. LogiKal Projects – Performance Management Specialist Complexity Uncertainty Complex Interfaces Many dependencies Multiple partiesPolitical influence Lack experience Non-aligned parties Changing parameters Inherent uncertainty When to invest in Management Integration

7. LogiKal Projects – Performance Management Specialist

8. Client Organisation Contracting Organisation Tier 1 Funders PM Organisation Design / Engineering Client Organisation Stakeholders Tier 2 Supplier Specialist Tier 3 Supplier Overall Project Structure Why Projects are never easy !

9. LogiKal Projects – Performance Management Specialist What does Management Integration Mean Shared Objectives for the Project Shared understanding of how objectives are to achieved Shared method of measuring and reviewing performance Shared tools and information Shared resources Increasing Integration maturity

10. LogiKal Projects – Performance Management Specialist Integration 1 – Total solution

11. LogiKal Projects – Performance Management Specialist So how do we achieve Management Integration?

12. LogiKal Projects – Performance Management Specialist FIRST – Align the people!! Open culture Shared objectives for the project Shared incentives Identifying with the project Shared communications platform Intranet Newsletters Project portal Trust Fear of exposing issues Contract / commercial focus Objectives not aligned No skin in the game for project outcome Islands and silos Mistrust

13. LogiKal Projects – Performance Management Specialist Getting people alignment Tuckman’s model applies Client organisations generally need to lead Needs time investment – and committed leadership Being ‘cool’ to be in the team Reinforcing team behaviours Explicit – get it out there – everyone needs to know Beware of LIP SERVICE Deal with negative people When your have it – RECOGNISE THE VALUE OF KEEPING IT FormingStorming Norming Performing

14. LogiKal Projects – Performance Management Specialist Questions Question 1 Are you proud of the organisation you work for? Are you proud to be working on the project(s) you are working on? Question 2 Where interests conflict between your organisation and the project(s) you work on do you: A) Push to maximise the position for your organisation? B) Favour the best outcome from the project? C) Try to achieve compromise?

15. LogiKal Projects – Performance Management Specialist THEN - Align the Processes Requirements/Scope Mgmt. Schedule Mgmt.Cost Mgmt.Risk Mgmt. Performance Measurement Baseline (PMB) Change Mgmt. Current Plan Performance Measurement Integrated Baseline Review Performance Management Assurance Framework Effective project controls have their foundation in sound, workable and integrated processes

16. LogiKal Projects – Performance Management Specialist Aligning the processes with each other CostRiskSchedule Change CostSchedule Risk Change Bringing the processes together Dealing with issues and changes holistically

17. LogiKal Projects – Performance Management Specialist Aligning processes between organisations Heart and minds Someone has to lead – usually the client Employers requirements (in detail) Require that best practice is adopted Validation and assurance around response Consequence for non-observance Monitor – KPI’s Balance the reporting needs of the client with those of the participating organisations

18. LogiKal Projects – Performance Management Specialist Systems Requirements Mgmt. Estimating Schedule Management Cost ManagementRisk Control Earned Value AnalysisContract Management Change Management Issue Tracking Performance Analysis Management Reporting Forecasting Actual cost capture  Structured links and data flow – process only once  Overall data schema designed to minimise re-keying / manual intervention  Common / aligned data coding  Aligned timetable  Robust data integrity rules  Data owners / guardians Advantages of well integrated systems: Faster processing Allows more time for analysis / action Cheaper to operate

19. LogiKal Projects – Performance Management Specialist Getting the Systems Working Together EVMS BAC ETC/EAC MR Planning Start/End Dates % Complete Low Level Resource Forecasts Financials Client Specific Actual Costs Accruals Reporting/Analytics Qlikview Monthly ReportsData Quality AnalysisPerformance TrendingClient Reporting Risk Pre/Post assessment Actions/Status Change Requests WBS/Activity Link Modifies current schedule activities for mitigation actions WP/Structure/tasks – Initiate assessments or BL change WP/Structure, Rolled Up Resources Time-Phased Forecast WP/Structure, Approved Change IDs Summary approved values for validation WP/Structure, Authorised Cost Accounts Lock/Unlock Charge Codes WP, Cum Actual Cost Risk Information For Reports Activity Details for analytics Official Budget Data/EVM Data Performance Reporting Change Control Multiple Options Change IDs Workflow Tracking

20. LogiKal Projects – Performance Management Specialist Vertical Integration of Data Client / Owner Contractor Low / No Integration Client / Owner Contractor Data Exchange Client / Owner Integrated / Systems Contractor Single Team Increasing Integration No alignment of systems Hard copy / flat file transfer of information Client and contractor may use different tools May work to different timetables Client may have low visibility of data managed by contractor Formally structured data management requirements Information exchanged through file exchange Organisations may align timetables Fully integrated systems with shared data Full visibility from client of contractor information Data ownership managed through security profiles Common structure processes timetables Fully integrated working in a single team All core project management data managed in a single shared systems infrastructure Fed from supporting client systems One version of the truth

21. LogiKal Projects – Performance Management Specialist Influences on level of integration Capability / to manage client side Clients with more mature controls capability tend to be demanding more integration Trust – avoiding own goals Exposing performance issues Impairing commercial position Investment Reluctance to invest in integrated systems IT system restriction

22. LogiKal Projects – Performance Management Specialist What is the right level of integration to aim for? Depends on: Level of risk in prospect Cost benefit analysis Capability of organisations to integrate Length of project Invest properly up front – once ‘in flight’ it is hard to get the focus – and hard to catch up Balance integration with complexity Say L5 vs. L8/9 in WBS Cost capture at a workable level

23. LogiKal Projects – Performance Management Specialist Why invest? Business case for integration investment. Pay off mainly based on more effective management BUT improvements hard to evaluate precisely Evidence is that they are substantial Unlikely to perform well without it Efficiency benefits: Efficient data transfers save time and cost Avoiding ‘man marking’ Reducing rework

24. LogiKal Projects – Performance Management Specialist Questions?