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Site Supervision & Operations

Dr Adewale Abimbola, FHEA, GMICE.

www.edulibrary.co.uk

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Aim & Objectives

  1. Explain the purpose and structure of a project execution plan (PEP).
  2. Critically analyse a project execution plan.
  3. Understand how risk is assessed and managed in construction projects.

At the end of the lesson, the students should be able to:�

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Project Execution Plan

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Learning Outcome and Assessment Criteria

P5. Describe the key principles of construction project management.

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Project Execution Plan (PEP)

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Project Execution Plan

Definition

  • It is sometimes referred to as a ‘project management plan’ (PMP). It sets out the approach/plan for managing a project.
  • The project execution plan (PEP) is a comprehensive roadmap detailing the scope, objectives, schedule, resource allocation, communication strategy, and risk management measures for delivering a construction project.
  • The PEP integrates client expectations, contractual requirements, technical standards, and statutory obligations, serving as a single reference for all team members and stakeholders.

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Figure 1. Project execution plan’s table of content (City of Westminster, 2018)

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Project Execution Plan

Core Components of a PEP

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Project Overview: Key facts, roles, and high-level information for context.

Scope and Goals: Detailed description of project deliverables and measurable targets

Quality Specifications: Performance benchmarks, technical standards, and acceptance criteria

Resource Plan: Allocation of personnel, equipment, and materials with role assignments and responsibilities

Project Schedule: Timeline of phases, milestones, and critical tasks, often presented as a table or Gantt chart.

Risk and Issue Management: Identification of potential risks, mitigation strategies, and monitoring plans.

Communication Plan: Defined channels, reporting schedules, and stakeholder updates.

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Project Execution Plan Phases

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Initiate: Confirm requirements, initial risk assessment, outline objectives

Planning: Develop context, sequence activities, allocate resources

Execution: Implement tasks while monitoring quality, safety, and schedule adherence.

Monitor: Track progress, address risks, ensure compliance.

Close: Final review, documentation, handover, and lessons learned.

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Project Execution Plan (PEP) – Case Study

  • The document is structured into several key sections:
  • Introduction:
    • It provides background on the scheme and the purpose of the PEP.
    • The main purpose of this PEP is to capture and record the strategy for the design, procurement, and delivery of each task outlined in the Client Brief.
    • The project is a comprehensive refurbishment of Vale Royal House; a block with 117 units at Vale Royal House, 36 Newport Court, WC2H 7PS built in 1985.
    • Structural repairs, window replacements, balcony door replacement, internal decorations, upgrades of electrical and ventilation systems, etc.

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Project Execution Plan (PEP) – Case Study

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  • Scope of Work and Observation:
    • Details the required work elements and United Living's comments and proposals for each, including condition surveys, access requirements, roofs/walkways, rainwater goods, drainage, external repairs, external decorations, windows, internal areas, access hatches/doors, ductwork cleaning, extract fans (communal and local), in-flat ventilation works, electrical systems (lighting, power, lateral mains), door entry containment, builders work, maintenance, Fire Risk Assessment (FRA) works, asbestos management, and other hazardous circumstances.

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Project Execution Plan (PEP) – Case Study

  • Design Strategy:
    • Outlines United Living's approach to design, including statutory approvals, consultant selection, and specific design requirements for various elements such as decoration, windows, fire doors, roofing, rainwater goods, asphalt works, concrete and timber repairs, extract fans, ductwork, lighting, electrical fittings, and walkways.
    • Design information to be provided include drawings and schematics, materials & workmanship specifications, calculations and equipment selection rationale.
    • General guarantee/warranty and design expectations for all materials and equipment.
    • It also details the design process, quality checking, and monitoring arrangements.

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Project Execution Plan (PEP) – Case Study

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  • Programme:
    • An initial PEP programme.
    • Identifies the project management structure, including United Living's senior management, support team, management team, site delivery team, and subcontractor supply chain.
    • It also discusses a site setup proposal, noting challenges with the client's suggested area and proposing an alternative.

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Project Execution Plan (PEP) – Case Study

  • Cost Plan:
    • Presents a revised budget of £3.864 million, which is higher than the client brief's budget, attributing a large proportion of the difference to access scaffolding and repointing works.
    • Price change after liaising with sub-contractors and carrying out site surveys.
    • Surveys and consultation with stakeholders will take place during the pre-commencement phase and any options to make savings will be highlighted for discussion and agreement.

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Project Execution Plan (PEP) – Case Study

  • Communication Plan:
    • Emphasises effective community engagement and liaison with residents and the local community, outlining strategies for resident involvement, diversity planning, liaison procedures, and a draft consultation plan for pre-commencement, during works, and on completion phases.

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  • Information Required:
    • The Request for Information Schedule (Not available).
    • A Request for Information Schedule is a document, often in two columns, that lists specific information required for a project and the deadlines for its delivery.
    • It provides a timeline for this information exchange to ensure timely delivery and project continuity.

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Group-assessment Task

Scenario:

In the construction and project management industries, a Project Execution Plan (PEP) is a vital document. It outlines the strategy for how a project will be managed, designed, procured, and delivered, ensuring alignment with client requirements, safety standards, environmental considerations, and quality objectives.

Instructions:

Please read the provided excerpts from the "Project Execution Plan (PEP) – Part 1" carefully. Answer the following questions based only on the information contained within these excerpts. For each answer, cite the source number(s) from which you drew the information (e.g., 1,2,3, etc.).

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Part 1: Project Fundamentals and Overview

1. According to the document, who was primarily responsible for its preparation and approval?

2. What is the primary purpose of this PEP, and how does Morgan Sindall ensure it remains relevant throughout the project lifecycle?

Part 2: Contract Specifics and Objectives

3. Identify at least three key project objectives and two Key Performance Indicators (KPIs) that Morgan Sindall aims to achieve for this project.

4. What are the two specific project constraints identified, particularly concerning the interaction with the Baglan Bay Innovation Centre?

5. Briefly describe Morgan Sindall's general procurement strategy for this project.

Part 3: Team, Roles, and Communication

6. Describe at least three primary means of communication that will be used for site communications on this contract.

7. How does Morgan Sindall plan for worker consultation on health and safety matters during the project? Provide at least two methods mentioned.

8. What specific means of stakeholder liaison are identified for this project? [1 mark]

Part 4: Management, Safety, and Risk

9. How does the PEP address compliance with the Construction Design and Management (CDM) Regulations 2015? What specific form must be displayed on site, and what is a key requirement before work can commence?

10. Explain Morgan Sindall's approach to risk management on this contract. What specific plans and registers will be developed? [3 marks]

11. How does Morgan Sindall ensure the quality and competency of its contractors and material suppliers? [2 marks]

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References/Bibliography

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