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Project Execution Plan

The document outlines the key components that should be included in a project execution plan (PEP), including a project schedule, design plan, contracting plan, permitting and regulatory compliance plan, materials management/procurement plan, safety process, cost/schedule controls, and an owner's staffing and team building plan. An effective PEP ensures all tasks are identified and carried out in a timely manner and provides overall direction for the project team.

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135 views2 pages

Project Execution Plan

The document outlines the key components that should be included in a project execution plan (PEP), including a project schedule, design plan, contracting plan, permitting and regulatory compliance plan, materials management/procurement plan, safety process, cost/schedule controls, and an owner's staffing and team building plan. An effective PEP ensures all tasks are identified and carried out in a timely manner and provides overall direction for the project team.

Uploaded by

sergio
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Project Execution Plan (PEP)

A formal execution approach, often called a project execution plan or project execution strategy,
is required to ensure that all tasks are identified and carried out in a timely manner, even in the
early stages of project development. The plan provides overall direction for the project team,
which must make numerous decisions throughout the course of a project. The strategy serves as a
road map for that decision-making process. The plan should be as detailed as possible and
include specific roles and responsibilities. The level of detail inherent in the execution approach
should be consistent with the accuracy of the estimate and firmness of the project scope. The
project execution approach must recognize that plans, assumptions and details of the design basis
developed during the front end planning activities will undergo review and possible change
during the execution phase. Therefore, written plan(s) and staff allocations to implement the
execution phase must be flexible. Note that the three versions of the PDRI tool, industrial,
building, or infrastructure, focus on the PEP in Section III, Execution Approach. By assessing
the project using the PDRI, you will be assessing the efficacy of the PEP; it is very important to
ensure that the PEP is in writing and shared with key stakeholders.

Resources Required. In the early stages of project strategy development, the owner must
determine whether to perform certain tasks and duties or to assign them through a contract to
other specialists.

A typical PEP would consist of the following:

Project Schedule --An integrated engineering, procurement, and construction milestone


schedule for the project includes: permitting, training, commissioning, and start-up of the
facilities. Key milestones include:
• Authorization to proceed
• Start engineering
• Permit application and permit approval
• Long lead time equipment
• Right of way procurement and utility adjustments
• Award period
• Start construction
• Construction inspections
• Construction complete
• Punch out
• Start-up
• Acceptance

Design Plan - This section defines the resources and methods to be used to provide cost effective
design execution for the project. It also includes plans for utilization of both internal and external
resources. Items that should be addressed include:
• Necessity for, and availability of; experts or specialists
• Necessary qualifications of outside design firm
• The need for comprehensive site investigations
• The level of design documentation required
• Special requirements for Computer Aided Design and Drafting (CADD) and/or physical
models, etc.

Contracting Plan-This section addresses all aspects of contracting strategies such as fixed price
versus reimbursable contracts, union versus open shop labor, and modularization versus field-
built components. The contracting plan should provide analysis and recommendations for the
most efficient and cost-effective approach to building the project within the stipulations of
governing regulation.

Permitting and Regulatory Compliance-This section includes a detailed assessment of all


permits required for the project and preparation, submittal, and tracking of permit applications.
Many of the responsibilities will require coordination with outside agencies to answer all
environmental questions.

Materials Management/Procurement Plan - This section details the materials management


plan and includes: materials selection philosophy, purchasing guidelines and procedures,
acceptable supplier list, bid versus single source philosophy, domestic versus foreign supplier
guidelines, QA/QC inspection plans, start-up and maintenance spare parts guidelines, and
transportation.

Safety Process-This section includes the safety processes to be followed by the project and
safety requirements plan for engineering/design, procurement and construction; process safety
information; and process hazards management preparation and review procedures. Interface with
the public and traffic control planning should be addressed. Target safety metrics should be
established.

Cost/Schedule Controls - This section contains the overall project cost and schedule philosophy
including: reporting; frequency and form; level of detail; and scheduling and cost
control/reporting procedures.

Owner's Staffing and Team Building Plan -This section summarizes the philosophy for the
organization structure, roles and responsibilities, staffing and de-staffing planning, assignment
duration, training, and maintenance of continuity into next phase. It summarizes the extent of
team building, recognition and awards, incentives, amount of quality training for team members,
and use of the quality process in project activities.

Conclusions -Project Execution Plan. As with documenting project scope and design, the
project execution approach will vary depending on the type of owner and project. It should
address every key element relative to “how” the project will be executed, as well as what
procedures, methods, and resources will be required to accomplish the execution. Note also that
the execution approach is a formal document and must represent the consensus of the project
team and the decision maker(s). It forms the basis for the detailed project execution plan after
authorization.

(Source: CII Special Publication 39-2, Pre-Project Planning Handbook, pp. 80-83)

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