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
Q

What is the role of the PM at Stage 4?

A
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
Q

What is the role of the PM at Stage 5?

A
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
Q

What is the role of the PM at Stage 6?

A

6 – Handover and close out
Project close out
handover

28
Q

Why do you have design sign off at different stages?

A
  • 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
Q

What is a feasibility study?

A
  • Undertaken early in project
  • Establish viability
  • Help identify feasible options
30
Q

What is project viability?

A

Establishing whether the economic benefits exceed the economic costs

31
Q

What is a development appraisal?

A
  • Involves research into constraints and opportunities.
  • Need independent client advisors
  • Working out the IRR to understand viability.
32
Q

Whats the benefit of managing a project through different phases?

A
  • Lesson learnt,
  • Reflection
  • Decision making
  • Changes
  • Manage the project in an orderly way.
33
Q

What are the key actions during the handover phase?

A
  • 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
Q

What is commissioning?

A

The process of bringing an item into operation and ensuring that it is in good working order.

35
Q

What are the benefits of having a project life cycle?

A
  • 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
Q

What is a KPI

A

Key performance indicator.

a quantifiable measure used to evaluate the success of a project in meeting objectives.

37
Q

What can a KPI be used for?

A
  • Monitor costs
  • Track progress
  • Assess client satisfaction
  • identify strengths and weaknesses
  • Compare performance
38
Q

What type of reviews will you undertake throughout a project?

A
  • Design reviews at different design stage sign offs (RIBA),
  • Post Project Reviews.
  • Peer Reviews.
39
Q

What are the main components of a development appraisal?

A

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
Q

How would you carry out a development appraisal?

A
  • 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.