CONTROLS & PLANNING MANAGEMENT PLAN

Page 1 of 2

Revision No. XX____________

[INSERT PROJECT NO. – PROJECT NAME] / (TENDER / DELIVERY) PHASE Issue Date XX____________
<Projects can modify standard C&P
Prepared By XX____________
Instructions: The red text identifies the areas for completion. <Using roles from Management Plan (areas in red Approved By XX____________
Also see prompts in callouts. Simplified Org Chart on P2, text) for each Level to suit project
assign R/A/C/I> intentions>
LEVEL 1 Schematic Summary Program (SSP)
LEVEL 2 Summary Reporting Program (SRP)

LEVEL 1 – SCHEMATIC SUMMARY PROGRAM LEVEL 2 –SUMMARY REPORTING PROGRAM

PROGRAM TYPE: Schematic Program PROGRAM TYPE: Selective Summary Program

R [insert Position from Org Chart] REQUIRED: Tender Final Review; At Project Baseline R [insert Position from Org Chart]
REQUIRED: Tender Final Review; At Project Baseline
Establishment; Updated Monthly in line with L3 IMP. Establishment; Updated Monthly
PROGRAM PURPOSE: Key high level document to PROGRAM PURPOSE: Reporting planned and actual dates for
A [insert Position from Org Chart] project at summary level. A [insert Position from Org Chart]
communicate overall project execution strategy and critical /
near critical paths as captured in the L3 IMP PROGRAM RELATIONSHIP: Dependent on Level 3 program
PROGRAM RELATIONSHIP: Dependent on Level 3 program RESPONSIBILITY: Planner
L1 RESPONSIBILITY: Planner
FORMAT: 1 Page, project specific, schematic with annotations.
C [insert Position(s) from Org Chart] FORMAT: Primavera P6. Selectively Summarised L3 IMP
TYPICALLY DEVELOPED BY: Planner in consultation with
C [insert Position(s) from Org Chart]

&L2 P6/Excel/PowerPoint/Visio/Time Chainage.

TYPICALLY DEVELOPED BY: Planner
I [insert Position(s) from Org Chart]
senior project team.
I [insert Position(s) from Org Chart]
SUMMARY

LEVEL 3 – INTEGRATED MASTER PROGRAM

Integrated Master Program (IMP)

PROGRAM TYPE: Integrated Master Program

REQUIRED: Tender Final Review; At Project Baseline Establishment; Updated for Monthly Contract Review R [insert Position Title from Org Chart on P2]
PROGRAM PURPOSE: Cross functional strategic program to project completion
PROGRAM RELATIONSHIP: Underpins forecast final cost. Sets framework for Level 4 and Level 5 A [insert Position Title from Org Chart on P2]
RESPONSIBILITY: Planner

L3 FORMAT: Bar Charts using Primavera P6 and Key Production Measure S-Curves / Histograms generated using
Primavera P6 / MS Excel C [insert Position Title(s) from Org Chart on P2]
LEVEL 3

TYPICALLY DEVELOPED BY: Planner in consultation with functional leads (e.g. Design, Procurement,
INTEGRATED Construction). I [insert Position Title (s) from Org Chart on P2]
MASTER PROGRAM

LEVEL 4 – EXECUTION PROGRAMS LEVEL 5 – EXECUTION PROGRAMS

PROGRAM TYPE: Functional Execution
Program
REQUIRED: Prior to commencement of
associated works; Updated Monthly
PROGRAM PURPOSE: Package / Area level
planning to support the coordination and
delivery of logistics (e.g. Approvals, design,
LEVEL 5 Construction Execution Program (CEP)
PROGRAM TYPE: Functional Execution Program
REQUIRED: Prior to commencement of associated works; R [insert Position from Org Chart]
[insert Position from
R Updated Weekly
Org Chart]
PROGRAM PURPOSE: Short term 4 week look-ahead to enable
coordination of construction activities on site. A [insert Position from Org Chart]
PROGRAM RELATIONSHIP: Detailed L5 CEP to achieve L4
CEP targets. Planning parameters set by L4 Execution

L4
LEVEL 4 Construction Execution Program (CEP)

procurement, materials, labour, etc) to
enable field execution of construction.
EXECUTION PROGRAMS
PROGRAM RELATIONSHIP: Planning
parameters set by L3 IMP. May
incorporate more aggressive targets.
RESPONSIBILITY: Execution Teams
FORMAT: Primavera P6 / MSP
TYPICALLY DEVELOPED BY:
Functional leads (e.g. Design,
Procurement, Construction), with
support from Planner as
required.
L5
Programs. C [insert Position(s) from Org Chart]
[insert Position from
A RESPONSIBILITY: SPE / Project Engineer
Org Chart]
FORMAT: P6/ MSP/Excel
TYPICALLY DEVELOPED BY: Project Engineer(s), Site I [insert Position(s) from Org Chart]
Engineer(s), Design Team Leader(s)
[insert Position(s) from LEVEL 5 – PROGRAM ANALYSIS
C
Org Chart]
ANALYSIS TYPE: Performance Trending
R [insert Position from Org Chart]
REQUIRED: Weekly
ANALYSIS PURPOSE: Trends impacting program targets.
PROGRAM RELATIONSHIP: Track achievements of L5
I
[insert Position(s) from
Org Chart] program and Causes of Slippage.
RESPONSIBILITY: Planner
A [insert Position from Org Chart]

EXECUTION PROGRAMS FORMAT: Trend Charts (MS Excel) C [insert Position(s) from Org Chart]
TYPICALLY DEVELOPED BY: Planner
I [insert Position(s) from Org Chart]
 KPM

Analysis
Schedule
Identify all KPMs across all phases to ensure

Production
Earthworks
adequate performance management coverage

Report Title

Performance
KPM S-Curves
KPM S-Curves
over the project life and list in this table>

Accommodation
<Review LCPL and BU Reporting Requirements
and list major / summarised requirements in
this table. Note which Level it relates to and
who has the responsibility using the position
Level

Level 5
Level 3
Level 4
Level 3

Weekly
Level 3
Level 3

Monthly
Monthly
title from the simplified org chart>

Program
Level and
Frequency
Also see prompts in callouts.

KEY PERFORMANCE MEASURES

BCM
Beds

Responsible

Area Planner
Area Planner

Lead Planner
Lead Planner
INTERNAL REPORTING REQUIREMENTS

Design Planner
(Cut/Fill/Import)
Unit of Measure

Logistics Planner
XX
XX

<Review Relevant CRA/PCR sections and note

relevant CRA/PCR comments in this table>
< CRA sections >
<Review Client/External Reporting
•Part B – Section 1 – Contract Type; Date /

Report Title
Requirements and list major /
CRA/PCA Ref

Period for (Practical) Completion

summarised requirements in this table>
•Part D – Section 1 – Time and Cost
Entitlements (EOT’s)
Instructions: The red text identifies the areas for completion.

•Part D – Section 4 – Late Completion

Item

XXXXX

Damages (LD’s)

XXXXX
•Part E – Section 2 – LCPL Business Standard

Program
Level and
Frequency
Risk Issues
•(1/15 Delay; 1/24 Design .2 Client Review .5
Proceed at LCPL Risk 1/33.3 Work Rosters)
XXXXX

< PCR sections >

XXXXX
•Part B – Section 1 – Time and Cost
Entitlements; Section 5 Liquidated Damages;
Responsible
C&P CONTRACTUAL REQUIREMENTS

Section 7 Liability
EXTERNAL REPORTING REQUIREMENTS
CRA/PCR Comment

•Part C – Sections 1-4; Section 10 & 11

•Part E – Sections 3-5; Section 12
Controls
Manager

Scheduler
Lead Planner
3

<Insert a ‘simplified’ partial org chart that

SHOWS ALL POSITIONS THAT HAVE

Project

shows all C&P roles and all functional roles that

Engineers

Direct
Area SPE’s x

have a C&P related R/A/C. Use these roles in

A C&P

Supervision

the ‘Responsibility columns of tables on this

Manager

<Insert a schematic month end progress cycle page and in the R/A/C/I tables on page 1>
R.A.C.I

Construction

for C&P, noting when each Program Level is

taken through the ‘Execute’ and ‘Control’ stages
of the C&P Process>
Area Planner
[INSERT PROJECT NO. – PROJECT NAME] / (TENDER / DELIVERY) PHASE
CONTROLS & PLANNING MANAGEMENT PLAN

Project
Manager

x3

C&P MONTHLY TIMETABLE

Area Design
Coordinator’s

Design Leads
Design
Manager

Design
Planner
FUNCTIONAL ORGANISATION CHART

Planner
Logistics
C&P FTE
C&P % IND

Manager
Procurement
and Logistics

Expediters
XX
XX

Procurement

<Enter the number of Full Time Equivalent C&P

Suppliers

Roles (e.g. Lead Planner, Scheduler, Area Planner,

etc but excluding those with L4 and L5
responsibility). Calculate C&P FTE as % of total
Page 2 of 2

Approved By XX____________
Prepared By XX____________
Issue Date XX____________
Revision No. XX____________

indirect FTE>