Project Processes and Procedures Flashcards

1
Q

What are the RIBA Stages?

A

0 – Strategic definition – business case, core requirements, programme
1 – Preparation and brief – programme, budget, feasibility
2 – Concept design – test fit, prelim costs, finalise brief
3 – Developed design – costs, outline tech specs, design programme
4 – Technical design – architectural, structural, M&E, subcontractor design
5 – Construction
6 – Handover
7 – In use

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2
Q

Who created the RIBA plan of work, when were they created and Why?

A

Created by the Royal Institute of British Architects

Last updated in 2013

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3
Q

What is a PEP?

A

Project Execution Plan

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4
Q

What is included in a PEP?

A
A document produced at the start of a project that outlines how a project is to be managed, so it is clear for all stakeholders:
Can include:
-	Outline of strategic brief
-	Programme
-	Procurement strategy
-	Risk register
-	Communication strategy
-	Risk assessment
-	Health and safety
-	Change control process
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5
Q

What is the main purpose of a PEP?

A

Set out the project management strategy for a project

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6
Q

What would you include in project summary reports?

A

A summary of:

  • Cashflow/spend
  • Variations/changes
  • Programme update
  • Key risks
  • Key actions
  • Next steps
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7
Q

Can you give an example on how you report on project performance?

A
  • Dashboard reports
  • Minutes
  • Action trackers
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8
Q

Where have you recommended an action to improve project performance?

A

To be answered.

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9
Q

What should you do to ensure a PEP is updated?

A
  • circulate at the beginning of a project.

- If there is a change to the processes of an update in status, the PEP should be updated and recirculated.

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10
Q

What is a project manager?

A
  • Responsible for day-to-day management
  • competent in managing scope, programmes, finance, risk, quality and resources
  • manage a project to programme, quality and cost constraints.
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11
Q

What are the typical tasks of a PM?

A
  • Planning what works needs to be done
  • Implementing plans
  • Risk management
  • ensuring the right standards are met
  • Motivating
  • Monitoring and coordinating work and the team
  • Time and budget
  • Change management
  • working on expected stakeholder outcomes
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12
Q

What project processes are there?

A
  • Risk management
  • Change control
  • Monitoring
  • Control
  • Communication
  • People Management
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13
Q

What is stage 0 of RIBA?

A

0 – Strategic definition

  • Identify client’s business case and project requirements
  • Initial considerations for assembling the project team
  • Establish project programme
  • Pre-application discussions
  • Sustainability review
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14
Q

What is Stage 1 of RIBA?

A

1 – Preparation and brief

  • Develop project objectives (Quality and project outcomes, sustainability, budget)
  • Review project programme
  • Pre-App discussions
  • Risk assessments
  • Initial project brief
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15
Q

What is Stage 2 in RIBA?

A

2 – Concept design

  • Prepare concept design, outline proposals for structural design and services system.
  • Cost information
  • Final project brief
  • Project programme review and update
  • Update PEP
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16
Q

What is Stage 3 of RIBA?

A

3 – Developed design

  • Develop the design
  • Develop cost information
  • Develop procurement strategy
  • Review and develop programme
  • Planning application
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17
Q

What is Stage 4 of RIBA?

A

4 – Technical design

  • Prepare technical design to include all architectural, structural and building services information.
  • Develop procurement strategy
  • Update programme
18
Q

What is Stage 5 of RIBA?

A

5 – Construction

  • Follow construction programme
  • Resolve design queries
  • Administration of the building contract
  • Hit sustainability targets
  • Valuations
  • Contract administration
  • Change control
19
Q

What is Stage 6 of RIBA?

A

6 – Handover and close out

  • Handover of the building in line with the contract
  • Conclude administration of the contract
  • Handover activities
  • Any planning conditions to be completed
  • Final sustainability certification
  • O&Ms and health and safety file
20
Q

What is Stage 7 of RIBA?

A

7 – In use

- Operation of the building

21
Q

What is the Role of the PM at Stage 0?

A

0 – Strategic definition
Set up project file
Risk Management
Programme

22
Q

What is the role of the PM at Stage 1?

A
1 – Preparation and brief
Project reporting
Value management 
PEP
Risk Management
Programme
Project board
23
Q

What is the role of the PM at Stage 2?

A
2 – Concept design 
Project reporting 
PEP
Value Management 
Handover strategy 
Scope of services review meeting 
Project change
Risk management
Programme
24
Q

What is the role of the PM at Stage 3?

A
3 – Developed design
Project reporting 
PEP
Value Management 
Handover strategy 
Scope of services review meeting 
Project change
Risk management
Programme
25
What is the role of the PM at Stage 4?
``` 4 – Technical design Project reporting PEP Value Management Handover strategy Scope of services review meeting Project change Risk management Programme Produce project factsheet Client site handover Valuation ```
26
What is the role of the PM at Stage 5?
``` 5 – Construction Project reporting PEP Value Management Handover strategy Scope of services review meeting Project change Risk management Programme Produce project factsheet Client site handover Valuation ```
27
What is the role of the PM at Stage 6?
6 – Handover and close out Project close out handover
28
Why do you have design sign off at different stages?
- Useful milestones - Keep the project on track and moving forwards. - Chance to review the development and confirm satisfied with progress - chance to learn lessons for the next stage
29
What is a feasibility study?
- Undertaken early in project - Establish viability - Help identify feasible options
30
What is project viability?
Establishing whether the economic benefits exceed the economic costs
31
What is a development appraisal?
- Involves research into constraints and opportunities. - Need independent client advisors - Working out the IRR to understand viability.
32
Whats the benefit of managing a project through different phases?
- Lesson learnt, - Reflection - Decision making - Changes - Manage the project in an orderly way.
33
What are the key actions during the handover phase?
- Handover all the deliverable after checking that they fulfill the specification. - Create operating procedures and 'as built drawings' and hand them over. - Ensure a final acceptance takes place once the product is finally in use. - Hand over formal ownership and make sure the user has everything it needs to cope with any issues.
34
What is commissioning?
The process of bringing an item into operation and ensuring that it is in good working order.
35
What are the benefits of having a project life cycle?
- Easy way to demonstrate the logical progression through the time frame of a project with clearly defined activities and outputs for each phase. - Provides an obvious point in which to stop the project to review the business case, plans and risks and then develop plans for the next phase. - Understanding resources required. - Carry out detailed planning. - Undertake key project reviews. - Putting attention to the right stages. - Review project viability. - learn lessons
36
What is a KPI
Key performance indicator. | a quantifiable measure used to evaluate the success of a project in meeting objectives.
37
What can a KPI be used for?
- Monitor costs - Track progress - Assess client satisfaction - identify strengths and weaknesses - Compare performance
38
What type of reviews will you undertake throughout a project?
- Design reviews at different design stage sign offs (RIBA), - Post Project Reviews. - Peer Reviews.
39
What are the main components of a development appraisal?
A Dev App is a quantification of future costs and values. This includes: - Construction costs - Section 106 - Tax - Land acquisition - Stamp duty - Profession costs - Planning and finance costs - Agency fees - Profit
40
How would you carry out a development appraisal?
- Establish where the land is and how big it is. - find out as much information about the land. - Understand the budget for the project. - Find out roughly construction costs - work out the costs of professionals required. - Account for every cost then work out potential revenue. - convert to Net Present Value (using a discount rate). - Establish the IRR and check this against the client investment criteria.