CONTROLS & PLANNING MANAGEMENT

Page 1 of 2

Revision No. XX____________

PLAN Instructions: The red text identifies the areas for completion.
<Projects can modify standard C&P
Issue Date XX____________
Prepared By XX____________

[INSERT PROJECT NO. – PROJECT NAME] / (TENDER / DELIVERY)

<Using roles from Management Plan (areas in red text) Approved By XX____________
Also see prompts in callouts. Simplified Org Chart on P2, for each Level to suit project

PHASE
assign R/A/C/I> intentions>
LEVEL 1 Schematic Summary Program (SSP)
LEVEL 2 Summary Reporting Program (SRP)

EXE

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

CUT

PROGRAM TYPE: Schematic Program PROGRAM TYPE: Selective Summary Program

IVE

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
REP

Establishment; Updated Monthly in line with L3 IMP. Establishment; Updated Monthly

OR

PROGRAM PURPOSE: Key high level document to PROGRAM PURPOSE: Reporting planned and actual dates for
TIN

A [insert Position from Org Chart] project at summary level.

A [insert Position from Org Chart]
communicate overall project execution strategy and critical /
G LE

near critical paths as captured in the L3 IMP PROGRAM RELATIONSHIP: Dependent on Level 3 program
RESPONSIBILITY: Planner
VEL

PROGRAM RELATIONSHIP: Dependent on Level 3 program

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

STR
Integrated Master Program (IMP)

ATE

PROGRAM TYPE: Integrated Master Program

GIC

REQUIRED: Tender Final Review; At Project Baseline Establishment; Updated for Monthly Contract Review R [insert Position Title from Org Chart on P2]
M

PROGRAM PURPOSE: Cross functional strategic program to project completion

ANA

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
GEM

FORMAT: Bar Charts using Primavera P6 and Key Production Measure S-Curves / Histograms generated using
L3
ENT

Primavera P6 / MS Excel
C [insert Position Title(s) from Org Chart on P2]
TYPICALLY DEVELOPED BY: Planner in consultation with functional leads (e.g. Design, Procurement,
LEVEL 3

LEV

INTEGRATED Construction). I [insert Position Title (s) from Org Chart on P2]
EL

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
WO
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]

planning to support the coordination and PROGRAM RELATIONSHIP: Detailed L5 CEP to achieve L4 CEP
RK

delivery of logistics (e.g. Approvals, design, targets. Planning parameters set by L4 Execution Programs.
LEVEL 5 Construction Execution Program (CEP)

FRO

L4
LEVEL 4 Construction Execution Program (CEP)

procurement, materials, labour, etc) to RESPONSIBILITY: SPE / Project Engineer C [insert Position(s) from Org Chart]
[insert Position from
NT

enable field execution of construction. A FORMAT: P6/ MSP/Excel

Org Chart]
M

EXECUTION PROGRAMS PROGRAM RELATIONSHIP: Planning TYPICALLY DEVELOPED BY: Project Engineer(s), Site
ANA

parameters set by L3 IMP. May Engineer(s), Design Team Leader(s) I [insert Position(s) from Org Chart]
GEM

incorporate more aggressive targets.

RESPONSIBILITY: Execution Teams
ENT

FORMAT: Primavera P6 / MSP [insert Position(s) LEVEL 5 – PROGRAM ANALYSIS

LEV

TYPICALLY DEVELOPED BY: C

from Org Chart]
EL

Functional leads (e.g. Design,

Procurement, Construction), with ANALYSIS TYPE: Performance Trending R [insert Position from Org Chart]
support from Planner as REQUIRED: Weekly
required. ANALYSIS PURPOSE: Trends impacting program targets.
[insert Position(s) PROGRAM RELATIONSHIP: Track achievements of L5 A [insert Position from Org Chart]
L5 I
from Org Chart] program and Causes of Slippage.
RESPONSIBILITY: Planner
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

Report Title
adequate performance management coverage

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 PHASE
[INSERT
PLAN
table. Note which Level it relates to and who

REQUIREMENTS
has the responsibility using the position title
Level

Level 5
Level 3
Level 4
Level 3

Weekly
Level 3
Level 3

Monthly
Monthly
Program
from the simplified org chart>

Level and
Frequency
INTERNAL REPORTING
in callouts.

BCM
Beds
KEY PERFORMANCE MEASURES
KEY PERFORMANCE MEASURES

Responsible

Area Planner
Area Planner

Lead Planner
Lead Planner
Also see promptsPROJECT

Design Planner
(Cut/Fill/Import)

Logistics Planner
Unit of Measure

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
CRA/PCA Ref

Requirements and list major /

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

REQUIREMENTS
REQUIREMENTS
XXXXX

Damages (LD’s)

XXXXX
Program
•Part E – Section 2 – LCPL Business Standard

Level and
Frequency
C&P CONTRACTUAL

Risk Issues
•(1/15 Delay; 1/24 Design .2 Client Review .5
EXTERNAL REPORTING 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

Section 7 Liability
CRA/PCR Comment

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

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

Scheduler
Scheduler
Lead Planner
Planner
Area
3
3

<Insert a ‘simplified’ partial org chart that shows

Project
Project

all C&P roles and all functional roles that have a

Area SPE’s

Engineers
Engineers

Direct
Direct
x
SPE’s x

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

Supervision
Supervision

‘Responsibility columns of tables on this page

Manager
Manager

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

Area

for C&P, noting when each Program Level is

taken through the ‘Execute’ and ‘Control’ stages
SHOWS ALL POSITIONS THAT HAVE A C&P R.A.C.I

of the C&P Process>

Area Planner
Planner
Project
Project
Manager
Manager

Area

x
x33
CONTROLS & PLANNING MANAGEMENT

NO. – PROJECT NAME] / (TENDER / DELIVERY)

Area Design
Design

Leads
Leads
Coordinator’s
Coordinator’s

Design
Design
Design
Design
Manager
Manager

C&P MONTHLY TIMETABLE

Design
Design
Planner
Planner
Planner
Planner
Logistics
Logistics
and
FUNCTIONAL ORGANISATION CHART
C&P FTE
C&P % IND

Manager
Manager
Procurement
Procurement
Logistics
and Logistics

Expediters
Expediters
XX
XX

Procurement
Procurement

<Enter the number of Full Time Equivalent C&P

Suppliers
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>