CHAPTER-1: Basic of construction planning and management
 Key Players in Construction
 The Client: Who is the initiator and owner of the project (public or private)
 The Consultant: transfers the wish of the owner into realizable form and
makes the study, design and possibly the supervision.
 The Contractor: is the one who performs the work.
 Insurance Companies: they Provides bonds such as Bid bond, Performance
bond, Payment bonds…
 Banks: provide the working capital for contractors
 Suppliers: Provide equipment, materials or machineries.
 Permitting agency: Check the construction project with respect to the law.
 Introduction to PMBOK (Project Management Body of Knowledge)
 The Project Management Body of Knowledge is the sum of knowledge
within the profession of project management.
 The complete PMBOK includes proven traditional practices as well as
innovative practices that are emerging in the profession.
 The PMBOK has three distinct sections.
 Section I: The Project Management Framework
 It provides a basic structure for understanding project management
by defining key terms and describing the project life cycle and
organization.
 Section II: The Standard for Project management
 It specifies all the project management processes that are used by the
project team to manage a project and;
 It describes the five required Project Management Process Groups for
any project which are:
o Initiating, Planning, Executing, Monitoring + controlling and
Closing processes group.
 Section III: The Project Management Knowledge Areas (9)
1. Project Integration Management
 Describes the processes and activities that integrate the various elements of
project management
2. Project Scope Management
 Describes the processes involved in ascertaining that the project includes all
the work required, and only the work required, to complete the project
successfully
3. Project Time Management
 Describes the processes concerning the timely completion of the project.
 It consists of the Activity Resource and Duration Estimating, Schedule
Development, and Schedule Control project management processes
4. Project Cost Management
 Describes the processes involved in planning, estimating, budgeting, and
controlling costs so that the project is completed within the approved
budget
5. Project Quality Management
 Describes processes involved in assuring the project will satisfy the
objectives it was undertaken.
6. Project Human Resource Management
 Describes the processes that organize and manage the project team
7. Project Communications Management
 Describes the processes concerning the timely and appropriate generation,
collection, dissemination, storage and ultimate disposition of project
information
8. Project Risk Management
 Describes the processes concerned with conducting risk management on a
project.
9. Project Procurement Management
 Describes the processes that purchase or acquire products, services or
results, as well as contract management processes
 Effective Project Management (EPM)
 EPM requires that the project management team understand and use
knowledge and skills from at least five areas of expertise.
1. The Project Management Body of Knowledge
 Describes knowledge unique to the project management field and
that overlaps other management disciplines
2. Application area knowledge, Standards, and Regulations
 Application areas: categories having common elements significant in
projects, but are not needed or present in all projects.
 A standard: is a “document established by consensus and approved
by a recognized body.
 A regulation: is a government-imposed requirement, which specifies
product, process or service characteristics
3. Understanding the project Environment
 The project team should consider the project in its cultural, social,
international, political, and physical environmental contexts
4. General management knowledge and skills
 General management encompasses planning, organizing, staffing,
executing, and controlling the operations of an ongoing enterprise.
5. Interpersonal Skills
a. Effective communication: The exchange of information
b. Influencing the organization: Ability to “get things done”
c. Leadership: Developing a vision and strategy, and motivating people
to achieve that vision and strategy
d. Motivation: Energizing people to achieve high levels of performance
and to overcome barriers to change.
e. Negotiation and conflict management: Consulting with others and
reaching 0n mutual agreement.
f. Problem solving: The combination of problem definition, alternatives
identification and analysis, and decision making
 Construction Project Phases
1. Pre-Project Phase
 At this stage the owner will decide:
 What sort of project delivery system will be used?
 How will the various parties be related?
 Will the owner engage a design professional to prepare plans and
specifications and then contract separately with a construction
contractor? Or, will a single entity be responsible for the entire
project?
 The type of contract to be used with the contractor.
2. Planning and Design Phase
 At this stage:
 Feasibility study of the project will be conducted.
 Complete design for the construction will be made.
 Contract documents necessary for the project will be prepared.
3. Project Mobilization Phase
 At this stage:
 Bonds, licenses and insurances must be secured and a detailed
program/schedule must be prepared.
 The worksite must be organized, with provisions for access and
delivery, storage areas and site security.
 The process of obtaining materials and equipment to be incorporated
into the project must be initiated and arrangements for labor, the
other essential resource, must be organized.
4. Project Operation Phase
 At this stage:
 Monitoring and control, Resource management and Documentation
and communication will take place.
 Assigning and supervising personnel and assuring that the labor effort
is sufficiently productive to meet schedule, cost and quality goals.
 In addition, materials and plant must be managed so that these same
goals are met.
5. Project Closeout and Termination Phase
 At this stage:
 Testing and startup tasks,
 Various inspections and remedial work,
 Closing the construction office and terminating temporary staff’s
employment.
 Approvals and certifications that allow the contractor to receive final
payment, a set of as built drawings that include all changes made to
the original design, operating manuals, warranties and a final report.
 Transferring and archiving project records and conducting some sort
of project critique and evaluation.
 Operator training may also be part of the contractor’s contractual
responsibilities if needed.