Plan of Work

Download the Whole Project Process Plan of Work and summary CYO-WPPPW here.


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CONSULTANT APPOINTMENT STRATEGY AND CAM

A discussion of factors which may have a bearing on the choice of consultant. Appendix A is a matrix on which to define all the design consultants and to plot which contract & appointment schedules will be required.

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Document code: PDG A00


COMPETENCE STATEMENT AND ASSESSMENT

A mandatory process under the Construction (Design & Management) regulations 2007.

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Document code: PDG A00.1


SCHEDULE OF SERVICES (SOS)

A single document that defines the services to be provided by the whole design team. To be agreed with each consultant and their PI insurers. This is generally considered as one of the key appointment documents.

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Document code: PDG A01


DESIGN RESPONSIBILITY MATRIX (DRM)

A single document that defines the design responsibilities of the whole design team. To be agreed with each consultant and their PI insurers. This is generally considered as one of the key appointment documents.

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Document code: PDG A02


DESIGN PROGRAMME & DELIVERABLES

Defining all design deliverables at each stage and when they are to be issued is a fundamental of managing design. On complex projects the creation and continued management of an integrated and co-ordinated design programme is a specialist discipline.

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Document code: PDG A03


DESIGN REVIEW AND AUTHORITY PLAN

Understanding who has the authority to sign off documentation is of particular importance. This is usually a mandatory QA process on self certification projects, but is a wise idea on any project.

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Document code: PDG A04


DESIGN EXECUTION PLAN (DEP)

The DEP is a fundamental of all projects. The aim is to ensure projects are planned, controlled and auditable.

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Document code: PDG A05


CONTRACT SCHEDULES & DESIGN PROCESS

A guide to the Contract schedules to ensure design issues and processes are tracked and closed out.

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Document code: PDG A06


DESIGN DASHBOARD (APPENDIX A & B)

Design Dashboards are to forward manage, track, and report on a myriad of design related processes; for instance, production information, LA Planning conditions, Building Control conditions, BREEAM points, RFI's, etc.

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Document code: PDG D01


COMMUNICATIONS PLAN

To plan out and explain how the design team will have a unified response. Illustrating team structure through the stages and planning out meetings. Typical agenda & minute proformas are included, as is a monthly/fortnightly design report.

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Document code: PDG D02


DESIGN INFORMATION FLOW MAPPING

Four fundamental generic flow charts that map out a design process, from the project level to the detail. Illustrating approval time scales. To be used to inform project planners.

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Document code: PDG D03


DOCUMENT PROTOCOLS

For defining the coding principles of project document reference numbers. Defining the document formats and the approval process. Depending on the procurement route, it may be best to complete this PDG soon after inception.

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Document code: PDG D04


RFI PROCEDURES

For deciding on the level of controls and number of communications channels to be used in the RFI process. This guide contains a manual process, but recognises it is better undertaken through the use of an Extranet Project Workflow Management System.

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Document code: PDG D06


CHANGE CONTROL PROCEDURE

This guide maps out the process for change management. It is often controlled by the Commercial Manager on large projects but should still be used by the Design Manager to ensure design responsibilities and time scales are adhered to.

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Document code: PDG D07


QUALITY CONFORMANCE

This guide maps out the process for quality conformance items, i.e. samples, benchmarks etc, to be tracked via PDG D01 appendix B

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Document code: PDG D08


AUDIT

A total project audit proforma covering all design aspects for all design stages.

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Document code: PDG L01


DM RESOURCE TRACKER

Track Design Management work load against: project, stage, consultancy and project profit.

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Document code: PDG L02


KPI PROJECT SCORES

A spreadsheet for recording project design KPI's by design discipline, that displays results on graphs. Use this tool to develop your own company project design KPI process along with L03.2 Year End Total Project Scores.

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Document code: PDG L03.1


KPI YEAR END TOTAL PROJECT SCORES

A spreadsheet for totaling project design KPI's scores by design discipline, that displays results on graphs. Use this tool to develop your own company project design KPI process along with L03.1 KPI Project Scores.

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Document code: PDG L03.2


DESIGN CONSULTANT WORKLOAD TRACKER

A simple spreadsheet to track projects consultants have bid for and won/lost, and to total up consultants year fee earnings. To be reviewed alongside the Project Design KPI's.

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Document code: PDG L04


PROJECT SET-UP DASHBOARD

A straightforward RAG based sheet to list and track design elements that need to be set up for specific projects. There are 2 options, one with date fields.

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Document code: PDG L05


DTM AGENDA

Design Team Meeting Agenda template.

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Document code: PDG T01


DTM MINUTES

Design Team Meeting Minutes template.

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Document code: PDG L02


DESIGN TEAM REPORT

Design Team Report template.

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Document code: PDG L03


RESOURCE ALLOCATION

Resource Allocation template.

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Document code: PDG T04


MEETING MATRIX

Meeting Matrix template.

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Document code: PDG T05


DESIGN REVIEW REPORT

Design Review Report template.

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Document code: PDG T06


CONCESSION APPLICATION

Concession Application template.

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Document code: PDG T07


EWN

Early Warning Notice template.

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Document code: PDG T08


NCN

None Conformance Notice template.

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Document code: PDG T09


COC

Certificate of Compliance template.

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Document code: PDG T10


RFI

Request for Information

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Document code: PDG T11


ISSUE RECORD CONTRACTOR

A simple spreadsheet to record incoming and outgoing drawing issues.

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Document code: PDG T12.1


RFI Q&A TRACKER

An RFI Tracker with question and answer columns for ease of use.

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Document code: PDG 13


TENDER CDD TRACKER

A Tender Tracker for Clarifications, Deviations and Derogations.

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Document code: PDG 14


About our guides

Design Management in development and construction, is an established discipline and emerging profession, that has been integrated into the construction industry.  A handfull of university courses (Degree & Masters) now exist, and so there will be a new wave of design managers.

The intent of this organisation is to evolve to become a knowledge centre for Design Management, WITH YOUR HELP.


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Blue Chip

Nearly 400 Registered, some of those work for: BDP, Laing O'Rourke, Atkins Global, EC Harris, AEDAS, Skanska, Nottinghamshire County Council, Interserve, HOK, Wates, Adept Management, Willmott Dixon, Kajima, Bouygues, RIBA Enterprises.

Update

April 2016 updates: The new Design Execution Plan (DEP); a really useful document that is aligned with a filing system. Just what your QA manager wanted! More to come as standards are rising.