Thursday, July 14, 2011

Major Phases in Planning Capital Projects



How to get started in Planning for a capital project:

Phase I - Hold a Pre-Design and Pre-Planning Forum. - Orientation.

Phase II - Complete a Demand Study, Survey, and Client Population Forecast. Assuming a thorough study of the organization's functions, facilities needs, and client population forecast, we then launch the Focused Strategic Planning Process based on sound research and design principles!

Phase III - Participate in Planning Activities and Complete Concept Design for the Development of Facilities.

Phase IV – Engage an Architect to Translate the Concept design Into a Set of Schematics and Construction Documents That Match the Sustainable Design Stakeholders Want.

Phase V - Acquire Project Cost Estimates.

- Example of a Work Breakdown Schedule For Planning School Facilities 
-You add the time estimates in the CPM!  Allow at least 12 months for Phases I to V.

Responsibility Chart
WBS
Phase
School Planner Architect
I x x
II x

III x x
IV x x x
V
x












Exercise for discussion:  Fit this set of phases into the general planning model presented earlier in this blog.



3 comments:

  1. Community and stakeholder involvement is key for a successful project. It is vital to have buy in and equally vital to have experitise on the side of the non-profit organization to ensure that expectations are being met for the varied stakeholders. Unfortunately, all too often we find that there is very little expertise with regard to facility projects within organizations and as a result we are often ill-prepared to engage in such important endeavors.

    District leaders should be afforded certification in this arena due to the complexities that are involved in such a process. In addition, collaborative educational teams should review such work to ensure that dialogue is occuring and that the project is meeting the expectations of buyer. In addition, this will help the designer/builder understand the needs and expectations of the buyer.

    T. Jones TSU

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  2. How strongly should information such as census data and information of prospective business moving into an area be considered during phase two. Given that the census is taken only every ten years can it be an accurate enough of a predictor to use in a client population forecast?

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  3. The best way to get a project started is to make sure the retirement community is behind the project. They need to understand their taxes will not be effected. Most of the time they do not like change, they like thinks the way they are so retired folks will vote down any change. When we started our building project, the first thing we did was to enlist some strong retire community leaders to get that group on board. With their help we were able to build our new gym and science labs.
    CG(TSU)

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