John Kenney, CPRC, CEO, Cotney Consulting Group
Project planning, a cardinal aspect of project management, is an essential component in every phase of a roofing project. Take, for instance, when owners decide to build a new facility. They create a comprehensive plan to obtain what they need. Although the blueprint may seem straightforward, its implementation can be quite intricate.
The process involves identifying the need explicitly, setting a budget and determining a completion date. Subsequently, a proficient team capable of designing and building the facility is assembled. The project is monitored consistently throughout its lifecycle. Key players in the process include designers, contractors, specialty contractors and material suppliers, all of whom execute their part in the project with profound detail.
This article will guide you through the primary elements of project management planning used in the roofing industry. Remember, planning is pivotal to any task, whether it is management-focused or leans towards field execution.
As a project manager, you grapple with a multifaceted and perpetually changing time frame. You need a simple and communicable process to manage and adjust many job activities and sequential project relationships.
This can be achieved using a three-phase procedure comprised of planning, scheduling and time monitoring. During the planning phase, you will outline the work to be done, determine how it will be executed and set the order of completion. The scheduling phase will outline the project components’ start and end dates, while time monitoring involves comparing the actual job progress with the planned schedule.
The planning phase is both the most challenging and significant facet of job management. It demands an intimate understanding of roofing construction methods and an ability to visualize and establish the interdependencies between separate work components. Gathering information from key personnel, such as estimators, superintendents, forepersons and subcontractors, is crucial. This participatory approach to the planning phase development helps detect potential issues early and ensures the steps toward resolution commence ahead of time.
Roofing project planning can be divided into five key steps:
■ Determine the project’s general approach
■ Segment the project into executable “workflows”
■ Identify the subsequent relationships among these activities
■ Create a graphical presentation of this planning information
■ Secure the project team’s buy-in.
Job activities represent individual work steps with a clear beginning and end and a definable time frame for completion. These activities might illustrate large portions of a project or be restricted to smaller steps.
Job logic denotes the order of completion for these activities. Some activities are dependent on others, while many can coincide. Job logic often follows the established standard roofing trade work sequences. However, there can be multiple viable approaches for any project, making it essential for project managers to distinguish the most suitable alternatives.
A realistic job plan must consider practical restrictions that may apply to job activities. These limitations range from physical and resource constraints to time-consuming activities. Acknowledging and considering these constraints is a crucial part of job
planning. Overlooking these limitations can jeopardize an otherwise qualified job plan.
Two planning methods often employed are Beginning-to-End Planning and Top-Down Planning with a work breakdown structure (WBS). Beginning-to-End Planning involves envisioning a project sequentially, from start to finish. This method can sometimes overlook crucial operations, leading to underestimation of project duration. Top-Down Planning on the other hand mitigates this by examining the project holistically before breaking it down into principal components.
Computers and software have emerged as irreplaceable tools for planning, scheduling and controlling projects. In an era where planning is the most challenging yet essential phase of project management, digital solutions have revolutionized the process. The complex web of tasks can be devised, revised and visualized right on the computer screen, eliminating traditional manual drafting’s inefficiencies.
With the advent of software, team planning exercises initially carried out on a whiteboard quickly transitioned into the digital realm. The software-aided development of your schedule provides immense flexibility, promotes better comprehension and facilitates collaborative review by other team members. This pooling of skills aids in developing a dynamic plan in a fraction of the time traditionally required.
Moreover, the dawn of virtual environments allows for planning meetings where participants can collaborate from their individual offices or any other location within the company. This availability and convenience facilitate planning for large and complex projects, enabling you to draw expertise from anywhere within your organization.
In conclusion, effective project management pivots to efficient project planning. Despite the complexity and challenges associated with this process, contemporary project managers can leverage the sophistication of software tools and collaborative
planning strategies. These advancements simplify the process and enhance project outcomes, making planning a transformative stage in the project management lifecycle.
John Kenney, CPRC has over 50 years of experience in the roofing industry. He started his career by working as a roofing apprentice at a family business in the Northeast and worked his way up to operating multiple Top 100 Roofing Contractors. As CEO, John is intimately familiar with all aspects of roofing production, estimating and operations. During his tenure in the industry, John ran business units associated with delivering excellent workmanship and unparalleled customer service while ensuring his company’s strong net profits before joining Cotney Consulting Group. If you would like any further information on
this or another subject, you can contact John at jkenney@cotneyconsulting.com.
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