Integrated Planning: How to enhance project performance

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While project managers have always monitored and facilitated activities across the domains of risk, cost, scheduling, and quality, it is often the case that these functions are siloed in organisations. That is especially true for large industrial projects who have teams of schedulers, cost controllers, risk managers, etc. To manage large and complex projects most effectively, it is important that all areas of Project Controls are integrated into a dynamic environment. Therefore, integrated planning is a crucial technique for managing projects today.

Table of Contents

What is Integrated Planning?

Integrated planning is an approach to project management that consolidates all project-related information into a single plan, ensuring alignment and coordination across all Project Control functions.

This process involves synchronising various project functions, including resource management, deadline adherence (or scheduling), cost control, risk mitigation, and stakeholder engagement. The objective is to guarantee consistency throughout project execution, where each stakeholder group contributes to the shared objective, reducing errors and the duplication of effort.

Furthermore, projects frequently encompass multiple teams, distributed resources, financial limitations and compressed timelines. If each team operates independently without coordination, issues can swiftly emerge, such as resource conflicts, budget overruns and delays caused by poorly managed dependencies. Integrated planning addresses these challenges by offering an overarching perspective, providing project stakeholders with a comprehensive view of the entire project.

What are the advantages of Integrated Planning?

There are many advantages of integrated planning in project management, and they contribute to a project’s success in many ways:

  • Align objectives: Each department or function can be aligned with the overall project objectives, ensuring consistency and collaboration across all initiatives.
  • Improve visibility and control with continuous updates: the project evolves over time and new information emerges, requiring adjustments to be made. Integrated planning allows the project team to monitor progress in real time and make necessary adjustments to the plan. Using visualizations, a single dashboard allows the user to determine immediately whether a team is behind schedule or if a budget is likely to overrun, thus enabling corrective action to be taken.
  • Reduce risks: centralising data reduces risks from the beginning, allowing them to be identified and managed at the earliest stages of the project. By coordinating all project elements together, potential obstacles can be anticipated, and mitigation strategies put in place early-on. To illustrate, consider the context of an IT project: if a crucial feature is delayed, integrated planning allows this issue to be identified promptly. Then the schedule can be adjusted, or resources can be deployed to set the feature development back on track and prevent overall product delays.
  • Centralise information and align teams: All essential information (resources, deadlines, costs, etc.) is collated into a single plan, accessible to all relevant stakeholders. Teams can better communicate and make decisions more effectively when they have a common base and are aligned. For instance, if a schedule delay is foreseen, adjustments can be made in advance, preventing subsequent issues.
  • Optimise resources: integrated planning allows for the optimal management of human, material, and financial resources in line with the actual project requirements. In complex projects involving multiple teams or subcontractors, it allows for the identification and resolution of potential resource conflicts, ensuring a smooth and efficient allocation of resources.

How do you implement Integrated Planning into your project or programme?

The key to implementing integrated planning into a project or programme is using a coherent set of monitoring tools and consistent processes that are centralised into a single system for tracking all the dimensions of a project. In general, the following steps can be followed to implement such a system:

  1. Obtain stakeholder buy-in and ensure your entire team is on-board.
  2. Design your System architecture, identifying the tools and processes to use.
  3. Set up your Integrated Planning System, centralising information and aligning processes across project teams.
  4. Facilitate cross-team communication and collaboration, ensuring every team member has the training and resources needed to contribute.

While these four steps generalise how to implement an “integrated planning system”, the details of each step will depend on your specific organisation and the complexity of your Project Control functions.

Here are some recommended best practices for implementing this approach:

  • Organise kick-off workshops to discuss objectives, deliverables, deadlines, budgets and risks.
  • Gather the requirements of each team from the beginning to ensure that the plan meets the specific needs of all stakeholders, including project teams, managers, customers, subcontractors, and regulators, if applicable.
  • Prepare comprehensive scoping documents that formalise the expectations and contributions of all stakeholders. These documents should include a matrix of responsibilities, interfaces, input/output data and types of deliverables. They should serve as a reference throughout the project.
  • Create a comprehensive project plan that covers all aspects, including structure, phasing, activities, deadlines, costs, risks, and resources. A precise plan allows for more effective monitoring and ensures that project objectives are met.
  • Integrate risk management from the beginning, addressing all aspects of the project (deadlines, costs, quality) and developing a contingency plan for each major risk. This allows for fallback solutions to be developed more proactively.
  • Establish regular checkpoints (weekly, monthly or at the end of each phase) to monitor progress and adjust the plan if necessary.
  • Centralise communication tools to ensure that all teams have access to the same information in real time, thereby fostering ongoing collaboration.
  • Promote transparency by encouraging teams to report problems or risks promptly.

It is important to define an architecture for your “centralised, integrated planning system” at the start of your project. This helps to define what monitoring methods, processes, and deliverables are expected. It also creates a more efficient project organisation, where each stakeholder is aware of their roles and responsibilities, thus ensuring project success even despite complex or changing environments.

Consider the following example to outline the structure of an integrated planning system:

An example outlining the structure of an integrated planning system

*Clayverest is a tool created by PMO Analytics, a subsidiary of MGSO-PCUBED. This tool, designed as a PMO and Project Controls productivity centre, makes it possible to import the various sources of project data (schedule, cost, risks/actions, resources, and changes), consolidate them in a centralised dashboard, and create interdependencies between the various elements, to facilitate optimum management of the project or programme, as well as rapid support for decision-making.

Integrated planning example: a project to construct an industrial building for producing aircraft parts

Paul, an experienced project manager in the construction sector, already has considerable expertise in managing complex projects. However, the construction of an industrial building to produce aircraft parts represents a significant challenge. This ambitious project involves numerous stakeholders and demands a high level of quality and deadline adherence.

Right from the project’s initial meetings, Paul gathers the key stakeholders: the building’s end client, the architect, the engineers, aircraft manufacturing experts, subcontractors, as well as the PMO team in charge of project controls, human resources, and finance. Aware that success depends on seamless and transparent collaboration, Paul emphasises the importance of integrated planning, where each party has a clear view of the others’ progress and constraints. To achieve and maintain this shared understanding, careful coordination is crucial at every stage of the project.

The first step is for Paul and his project controls team to create an overall plan. The plan includes a comprehensive overview of schedule delays, costs, risks, and resources, while taking into account the design and construction phases as well as the procurement management of material, equipment, and delivery times. Aware that meeting deadlines was contingent upon meticulous resource management, Paul adopts a collaborative approach. The use of cloud-based scheduling software enabled each team to monitor the progress of tasks in real time.

Once the stakeholders are identified, Paul organises a series of collaborative workshops. Each group provides input on their needs, constraints, and expectations. The architect concentrates on optimising the design of the various industrial production workshop spaces, while the engineers focus on the technical aspects to ensure that the structure withstands the demands of continuous production and machine loads. Meanwhile, the scheduler begins to construct the schedule and define the interactions with the various stakeholders.

Paul knows that cost management is pivotal to the success of the project, given the need to adhere to a strict budget. To achieve this, he implements a cost management system integrated with the planning process, enabling each internal team to monitor expenditure in real time. This ensures that each team has access to the most up-to-date information regarding the budget allocated to each phase of the project.

To prevent budgetary deviations, Paul establishes regular touch points with his cost controller, during which they compare actual costs with forecasts. This continuous monitoring system enables the identification of any potential risk of overspend, particularly in building materials, where prices have suddenly risen. As a result of these prompt adjustments, the team is able to identify suitable alternatives without compromising the quality and while meeting their deadlines.

Managing resources is also a significant challenge. Paul is responsible for coordinating the subcontractors and their respective teams. While allocating resources to avoid overload and periods of inactivity, he sets up weekly meetings with the various departments and subcontractors, to adapt the workforce according to real-time progress. Furthermore, this organisational structure helps to identify training requirements for teams using technologies specific to the aeronautical industry, providing valuable foresight at the scheduling stage.

The construction of this industrial building involves a number of significant technical, financial, and operational risks. Aware that effective risk management would be crucial in avoiding delays and cost overruns, Paul initiates a monthly meeting schedule right from the start with a dedicated risk management team, including safety experts, engineers, and a risk manager specialising in complex projects.

A comprehensive review identifies critical issues, including potential supply chain disruptions, challenges with heavy equipment installation, and safety concerns. Mitigation plans are then devised for each risk identified. As an example, an alternative supplier is engaged to provide a contingency for any delays in delivery, and rigorous safety protocols is introduced on site. A quantitative risk analysis was incorporated into the planning process to assess the potential impact on critical activities.

A risk management report is distributed to all teams on a monthly basis, allowing them to update their activities based on identified risks. As a result of this approach, the team is able to respond rapidly to unanticipated occurrences, such as a transportation strike that could potentially cause delays in equipment delivery.

Throughout the project, Paul places great emphasis on communication and transparency. A weekly meeting is held to enable all teams to take stock, identify obstacles, and adjust the schedule if necessary. A shared digital platform enables real-time access to up-to-date information on progress, budget consumption, resource management, and risk monitoring, facilitating efficient collaboration. This global visibility enables more informed decision-making, reducing the risk of misunderstandings and delays.

The technical teams and managers collaborate closely, sharing information and adjusting their scopes of work in the schedule in accordance with the actual circumstances on the ground. For instance, when it is necessary to adjust the building foundation following unexpected discoveries, the decision to make such adjustments is made promptly thanks to smooth communication, enabling all stakeholders to contribute to a solution that was delivered on time and within budget.

Following several months of intensive work, the industrial building is delivered on time and within budget. This success can be attributed to Paul and his team’s meticulous planning, proactive risk management, effective coordination of resources and transparent cost management. Above all, the success of this project can be attributed to the ongoing collaboration between all stakeholders.

Paul concludes that success in such a complex environment hinges on integrating all project dimensions from the start, fostering open communication, and constant cooperation between all stakeholders.

Conclusion

In conclusion, the implementation of integrated planning is a process that must take into account the specificities of project management in each organisation, in order to adapt effectively and optimise operational performance in terms of monitoring and control. In addition, the organisation of regular follow-up meetings and the promotion of a culture of transparency and collective responsibility play a crucial role in the success of integrated planning.

At MIGSO-PCUBED, we draw on our PMO expertise to support our customers in integrating tools and methods within a structured ecosystem, organised around processes and key quality indicators for cost, schedule, risk and resource control activities. This framework encourages interdisciplinary collaboration and simplifies change management. Our aim is to help you create a customised integrated planning system that best suits your organisation.

Thank you to, Roman ACEVEDO DICILLO, Senior PMO Professional and Subject Matter Expert Schedule Management, for contributing to this article.

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