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Lean Training: How to Manage Day and Night Shifts Using Touchplan

We’re frequently asked, “What’s the best way to manage multiple shifts in Touchplan?” The simple solution is to use a combination of locations and swim lanes. The locations will allow you to sort reports and the day and night shift work will be separated to show manpower reporting for both shifts (see Figure 4). Swim lanes make it much easier to view both shifts in the plan.

The plan below (Figure 1) is a typical work sequence to rough in two floors of a small building. The team put together this sequence in a pull planning session with all trade foremen creating their work activities.

Figure 1

After creating the pull plan, the team activated the plan and created their three-week look-ahead (Figure 2) for floors one and two.

Figure2edited

Figure 2

Here’s how the same plan would look running two shifts (day and night). The team agreed that all trades would staff so that they would have a day and night shift. The team took the existing single shift plan and broke the work up into two shifts (Figure 3).

Figure3edited

Figure 3

The first major takeaway is that they cut the overall duration in half. Any multi-day activities were spread across both shifts. For example, a two-day task could now be completed in one day using day and night shifts. The task “hang pipe on floor 1” (Figure 2) takes two days in the day-shift-only plan and is scheduled to start on August 8. In the two-shift plan, the same activity begins the morning of August 8 and finishes on the night shift that same day.

Figure4

Figure 4

Figure5

Figure 5

The day and night shifts both have nine workers on Wednesday and Thursday, August 8 and 9. The HVAC contractor is the only subcontractor not working nights. This same day/night shift strategy can be used for three or more shifts, or hourly work when your standard work batches are broken down to that level of detail.

The pull planning process will help the team better understand how to best design the flow of work based on their shared understanding of available skilled workers, material supply chains, equipment logistics, and all the other factors related to the work. This is accomplished by framing the planning discussion in terms of satisfying team member needs instead of executing work because it is available. This need-based approach forces a level of negotiation, small-batch design and work balancing. Once the team has a work sequence they agree on, the team can then discuss and plan for multi-shift work to accelerate delivery of the milestone.

For more Lean learning, register for Touchplan’s webinar at the Lean Construction Institute Congress 2018 here.

Lean Conversations: Q&A with Tom Richert

Tom Richert, a Principal with Lean Project Consulting, dropped by Touchplan last week for a conversation about his new book, Lean Conversations: The Energy of the Creative Ethos in Your Life and Work. The book presents the findings of a workshop Richert designed to introduce a group of professionals from a variety of artistic fields to Lean methodology, and to learn more about their perspective. Our conversation has been condensed and slightly edited.

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10,000 Users: Happy Birthday, Touchplan!

Touchplan had a lot to celebrate on its fifth birthday this week: a milestone of 10,000 users! As of Friday, August 17, the tool has seen over 10,000 construction and design professionals sign up. While it has been five years since Touchplan was first created, the company has been out of beta for only three years, and over that time has seen its user base double each year. The tool has been used on over 600 projects worth $21,999,748,919, and is currently in use on over $13,437,199,144 of active construction. To celebrate (and maintain velocity) the Touchplan team went for a high-speed boat ride around Boston Harbor on Codzilla.

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Your Guide to a Strategic ConTech Investment

Welcome to the second installment of Touchplan’s ConTech series. In this piece, we take stock of current construction technology offerings, discuss how market forces shape the ConTech landscape, and explain how to evaluate return on investment.

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How to Future-Proof Your Company Against Challenging Industry Trends

Welcome to the first installment of Touchplan’s ConTech series. Over the next few weeks, we’ll be exploring how technology is changing the construction industry. In this first piece, we consider the industry trends that are driving the increase in development and funding of construction technology, and what barriers to adoption remain.

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How to Schedule Projects Better with CPM and LPS

Critical path method (CPM) scheduling has been part of the construction industry for decades, and is a widely used form of schedule management. A CPM schedule is created by compiling a list of the activities and milestones necessary to complete a project, determining the durations of individual activities, and tying these together in a network of dependencies to establish schedule dates, a critical path and an overall project duration.

For many years, CPM has offered the most logical way to generate a high-level view of a project’s key milestones and sequence. But for more granular scheduling, such as a weekly work plan, Lean methods like the Last Planner® System (LPS) are better suited. Below we’ll explain how to combine CPM and LPS to maximize the effectiveness of your scheduling process.

The Pros and Cons of CPM Scheduling

CPM is an effective way to map out the key activities and major milestones of a project, as well as to determine the expected duration of each activity and the estimated duration of the project as a whole. CPM schedules offer a useful visual representation of the dependencies between activities and can highlight logic errors in the plan.

But as with any task in construction, success depends on having the right tool for the job. CPM scheduling is most effective when kept to a level 1 or level 2 work breakdown structure (WBS). When broken down further, to a level 3 or 4 WBS, the schedule becomes too detailed to be a practical planning tool. The additional level of detail doesn’t correspond to greater adherence to the plan or faster project completion, and can instead create a false sense of certainty in the schedule.

Another factor to note is that CPM schedules overemphasize the activities designated as critical, with non-critical activities able to become critical if their schedule slips, sometimes even by just one day. CPM scheduling is also prone to user error and can be manipulated to generate a desired result, which opens the door to other issues. Additionally, CPM schedules generally are not the product of team planning and are often generated with only minimal input from those doing the planned work.

These pitfalls combine to make it very difficult to actually adhere to a CPM schedule. Repeated experiences with CPM schedules that weren’t followed can make participants skeptical of the planning process itself, which creates problems with buy-in and accountability down the road.

Enter LPS

These are the issues that LPS is designed to address. Instead of getting bogged down creating thousands of activities in a CPM schedule, it’s more workable to use CPM as an outline of the project, and to use LPS as your tool for more collaborative, detailed planning. This can be done very efficiently with a digital LPS tool like Touchplan that integrates with CPM schedules.

Teams can build on the logic and dependencies from the CPM schedule to plan at a more granular “task” level through look-ahead planning and weekly work planning. The closer the team gets to doing the work, the more detailed the plan should become, and teams should commit to specific task completion dates at this level. Touchplan can be used to track how everyone is doing against their commitments. If deadlines are missed, figure out why and update the remainder of the plan accordingly. This way, the team gets the benefits of CPM without the downsides.

A key advantage of using Touchplan in addition to CPM is that unlike CPM, Touchplan can be easily updated by the team in real time. As soon as something changes on the job, the project schedule can incorporate that change and adjust the rest of the plan to reflect it. Because the plan is updated continually by the team, everyone is more invested in it and intent on putting their best effort forward to make their commitments and achieve the plan.

Touchplan also serves as a system of record; the schedule is stored permanently and all delays and changes need to be justified, making it easy to identify the causes and preempt disputes. Trying to figure out where a project went wrong using a CPM schedule requires painstaking comparisons of multiple versions of the schedule to find changes that were made, typically without any documented explanation.

Frustrated planner

A Better Path

A good way to understand how these two scheduling methods work together is to think of a bookcase. The CPM schedule is the bookcase, and the bookends are project milestones that divide it into phases. All of the detailed information resides within the books on the shelf, much like the weekly work plans that are created using LPS. The pages of each book make up the tasks within each weekly work plan.

Introducing new technology doesn’t mean introducing complexity. Watch a demo to learn how Touchplan enables you to simplify your project scheduling, collaborate productively and work more efficiently.

 

Touchplan Vlog: The New Solution for Project Planning

The Last Planner® System is a uniquely effective way to plan your project and organize your team, but the pull planning process itself can be time-consuming and inefficient. Typically, participants have to wait while one person at a time places their sticky notes on the wall. “You’re getting up, you’re getting down. Up and down constantly, that’s taking a lot of time when you’re trying to schedule things,” says David Stenzel, a project manager at Cianbro.

Touchplan gives you time back by enabling the team to work collaboratively on a real-time, digital version of the plan that keeps everyone connected and up to date. Because everyone can see the plan, teams can keep each other accountable and work around any constraints that arise.

 

An Intro to the Last Planner® System: Part II

This post originally appeared on PlanGrid’s Construction Productivity Blog

It is exciting to discover a new process that will take your company to new heights, but also daunting to get buy-in and widespread implementation. Here are a few ways to get the idea of the Last Planner® accepted within your organization and spreading to every project team.

How to Spread the Last Planner® System in Your Organization

Getting LPS to spread like wildfire takes five steps:

  1. Convince decision makers about the benefits
  2. Pick a project or a team to use Last Planner®
  3. Find a tool that will make Last Planner® easy to learn and quick to apply
  4. Commit to consistent implementation
  5. Measure and report results to validate the benefits and garner interest from others

1. Convince decision makers of the benefits.

Before you address the possibility of adoption, it’s important to answer the question, why do we want to do this?Start by clearly announcing problems—productivity, labor shortage, confrontational nature of the industry or lack of industry advancement—and then propose a solution and its benefits to overcome them. If you’re ready to get started, here are some tips to help your organization adopt a new idea:

Become an expert on Last Planner® and the Lean theories behind it: The better you know the practice of LPS and why it was established, the more you and others will become invested in its potential. Understand how LPS works for individual projects as well as the whole company and use this guide to get the process started. Also, educating yourself as an expert will give you confidence and lead to others having confidence in you (and could land you in the driver’s seat of the LPS application).

Discuss the idea and tools to implement the change early and enlist others in the process: Remember, Rome wasn’t built in a day. Keep that expression in mind when you’re pushing for acceptance of a new idea and tool to support it. Start using your expert-level knowledge on Last Planner® and Lean by being vocal in your professional circles. Talk the idea up to other influencers and encourage forward thinking. When the organization starts to hear about a more productive way to operate from several people, accepting it—even for a trial—will be inevitable.

Articulate how LPS will positively affect project outcomes, teams and individuals: A huge part of becoming an expert is learning the benefits of properly applying the Last Planner®. Allowing teams to be as efficient as possible and advancing projects faster than others in the industry is a monumental promise that LPS has seen work time and time again. In addition, sharing the worst-case scenarios if the company chooses not to adopt will also spark conversation.

Understand your audience and their communication style to get, then confirm support: An effective concept to remember—know your audience! Are they better in casual conversations or formal meetings? Does data or emotion drive them? Do they need the support of others to make a decision, or is it their decision alone? Using these relatively simple tactics can make all the difference. Once you’ve distributed the information, get key decision makers to affirm that they’re ready to put LPS in place.

Follow up with any comments, questions or challenges: It’s so important to offer time for additional remarks so everyone’s voice is heard. Use your LPS expertise to wrap up the conversation by addressing any fears or objections and in the future, be sure to use those points as key measurements to show that LPS is working.

2. Pick a project or a team to use Last Planner®.

If you sense that applying LPS across all projects is a monumental challenge for your organization to undergo, select a project or two to test it out with. Look at tapping projects that have project managers and superintendents that are looking to improve their process immediately.

3. Find a tool that will make Last Planner® easy to learn and quick to apply.

There are manual ways you can apply LPS, but they yield inconsistent execution and results and mass confusion—negating the benefits you carefully explained and committed to. Manual or analog execution is also unreliable and very time-consuming, not to mention easily abandoned. To get the most out of your adoption of LPS, seek out a technology option that allows project teams to be connected to measure, validate and continuously improve their building process in real time. Be sure to check out ease of use, as you want all project team members—from trade partners to owners—to be able to access and operate the tool.

4. Commit to consistent implementation.

Once you have a project team and tool selected, it’s time to start using LPS. Recognize that there must be commitment from the entire team to apply and embrace the system and technology. Solutions like Touchplan have excellent training programs to ensure everyone is introduced and ready to use it on their own, while also providing ongoing coaching for any newcomers.

5. Measure and report results to validate the benefits and garner interest from others.

The purpose of rolling out LPS slowly is to prove the benefits to get the rest of the organization excited and on board. It’s important to learn, apply, refine and execute for project teams, but sharing the data is equally important. Be sure the measurements are visual and simple to understand and access. When selecting your tool to apply LPS, take into account its reporting capabilities, too. Ensuring effortless visibility into key metrics will help put company-wide LPS application on the fast track. Showcasing consistent reports of project teams becoming more efficient (and therefore winning more projects), will make widespread interest inevitable. With the entire organization committed, rest assured more projects will be won that lead to company growth and increased profit growth rate.

It’s understandable that learning and then campaigning for a new idea in your organization can be challenging. However, it’s important to realize that there are mounting obstacles that no company in construction can escape, like the lack of labor, rising costs and the increasing complexity of projects. Those that refuse to acknowledge these changes and learn about and implement safeguards, like the Last Planner® System, will watch others in the industry advance and innovate while they are left behind.

 

An Intro to the Last Planner® System

This post originally appeared on PlanGrid’s Construction Productivity Blog

The Last Planner® System (LPS) is a realistic way to collaboratively manage project-based production. It enables issues to be identified and resolved and increases the chances that workflows and projects are completed on time. Simply put, LPS is exactly what its namesake suggests, a system that engages last planners—the people ultimately responsible for getting the work done—in the planning and efficient execution of a project.

Developed by Glenn Ballard and Greg Howell, LPS was designed to produce a predictable workflow with rapid learnings for continuous improvement. A common misconception is that teams need to subscribe to all parts of Lean construction and its principles before using the Last Planner® System. While Lean and other theories like Agile Construction Management are useful to understand the origin of LPS, the only requirement to get started is a team’s commitment to working together and becoming more efficient by adhering to the Last Planner® System.

LPS is useful at any stage, from design through construction, and everyone from owners and project executives to trade partners and superintendents can use and benefit from using LPS. The outcome of enacting the Last Planner® System is a continuously improving project workflow with increased team accountability and commitment.

If you’re looking to get started using LPS, we break down the five stages of the system below and provide tips on how you can implement it today. Please note that all projects are unique and therefore, each of the following steps and recommendations should be customized to the project scope and team.

Breaking Down the Last Planner® System

LPS is made up of five components:

  1. Master Scheduling
  2. Phase Scheduling
  3. Look-Ahead Planning
  4. Commitment Planning
  5. Learning

1. Master Scheduling

What it is: The process of building a schedule covering an entire project start-to-finish. It involves identifying and planning for high-level milestones that end up defining phases of work and their relative overlaps.

When to use it: Master scheduling should start as soon as is practical, with the master schedule being further refined as project details come into more focus. It is not essential to have the entire master schedule complete to the same level of detail from the start. What matters is that the full project is captured and that the earlier phases are better defined.

Why do it: The master schedule is the basis for all other planning during the project. It sets the milestones and phase durations for the project. All future detailed activities will be built out in the following steps.

Who is involved: During the conceptual and design stage, typically the construction manager/owner’s representative and the architect are involved. Once the general contractor is aboard, they take the baton.

How to get started: Teams should get together and identify the project’s milestones first—this is what all other work will be based off of in the master schedule.

2. Phase Scheduling

What it is: The collaborative planning process of defining and sequencing tasks to complete phases of work established in the master schedule. It is often done using a technique known as “pull planning” where teams work backward from a clearly defined milestone, identifying in detail the tasks required to complete the milestone as well as the conditions of satisfaction for the handoffs between the tasks.

When to use it: Typically six to twelve weeks ahead, depending on the lead times required to remove constraints.

Why do it: Phase scheduling often produces better plans because the people involved in actually doing the work are the ones planning it. Phase scheduling also develops a strong sense of ownership for the plan across the entire project team, which leads to improved reliability and accountability.

Who is involved: The last planners. During design, it’s the design team leads or the actual designers. During construction, it’s the general contractor project team and trade contractor foremen. Lean leaders often join to support and discuss as well.

How to get started: Project teams should have an in-person planning meeting to sequence out the phase work. (Each participant should detail out their own work beforehand.) A facilitator, often the lead architect (for design) or the project superintendent (for construction) should lead the planning conversations while team members sequence out their work together. Software like Touchplan offers a virtual planning environment that makes real-time collaborative phase scheduling a breeze.

3. Look-Ahead Planning

What it is: A way to identify and clear constraints preventing upcoming work from being completed as planned before these constraints become a problem.

When to use it: During weekly meetings. Ideally, the team is reviewing work planned four to six weeks out to remove any potential obstacles.

Why do it: To ensure work is ready to start when planned.

Who is involved: The last planners.

How to get started: Have everyone consider their upcoming work and spend time identifying constraints that could hold them up if not addressed. Record these constraints and assign specific people to run each to ground. Follow up weekly to make sure progress is being made. For instance, Touchplan has a tailor-made constraints module that simplifies the process of identifying and tracking constraints.

4. Commitment Planning (or Weekly Work Planning)

What it is: A way for teams to regularly meet, talk about current and future work and collectively commit to getting next week’s work done.

When to use it: The best practice is to have teams meet once a week to discuss their work and make commitments, then to meet briefly in daily huddles to ensure everyone is tracking to the plan.

Why do it: Team members refine their plan for the upcoming week one last time before committing to getting their specific tasks done on specific days, with the goal of ensuring that team members who follow can count on being able to start their work on time.

Who is involved: The last planners.

How to get started: Schedule a mandatory weekly time for project teams to connect in person and be prepared to commit to what they intend to accomplish over the coming week. Solutions like Touchplan enables team members to instantly transform their phase scheduling tasks into detailed weekly tasks, make further refinements as necessary, and then capture and track everyone’s commitments automatically, greatly reducing time spent in these weekly meetings.

5. Learning

What it is: To constantly improve, teams must regularly take inventory of what went well (plusses) and what didn’t (deltas) with the previous week’s plan.

When to use it: Immediately following completion of the prior week’s plan.

Why do it: This crucial step is how teams identify root causes of plan failures and figure out how to prevent them or plan around them for the remainder of the project. The idea is to take lessons learned and immediately adjust the rest of the plan to accommodate the lesson learned.

Who is involved: The last planners.

How to get started: With Touchplan, for instance, the Percent Plan Complete (PPC) is automatically calculated based on the proper execution of the previous steps. Evaluating the PPC and reviewing the associated variance reasons give context to what happened. Teams should then work through a process known as “5 Whys” to get to the root cause of any identified problem, and then, once the root cause is known, develop countermeasures to prevent reoccurrence.

Stay tuned for part II of this post next week, or read more at PlanGrid’s Construction Productivity Blog.

The Changing Project Delivery Landscape

If you follow the construction industry, you’ll have noticed the current buzz around alternative project delivery. This term refers to integrated project delivery (IPD), design-build (DB) and construction-manager-at-risk (CMAR) approaches, which all differ from the traditional design-bid-build process. These three distinct approaches, which we’ll explore in more detail below, have arisen in response to project owners’ desire for a less confrontational and more accountable customer experience.

Types of Alternative Project Delivery

First, it’s important to understand how each of these alternative project delivery methods differ from the design-bid-build approach. Integrated project delivery, sometimes referred to as Lean/IPD, originated out of Lean methodology as a way to involve architects, engineers, contractors and trade partners together in a project as early as possible to build trust and identify issues sooner.

The American Institute of Architects defines IPD as “a project delivery approach that integrates people, systems, business structures and practices into a process that collaboratively harnesses the talents and insights of all participants to optimize project results, increase value to the owner, reduce waste, and maximize efficiency through all phases of design, fabrication, and construction.” As with all Lean construction practices, the objective is to tap into a team’s best thinking, build better relationships, maximize efficiency and minimize waste.

However, it’s important to note that the success of an IPD project hinges on solid relationships and communication between everyone involved. It can also be challenging to work with lenders, contractors or designers who are unfamiliar with this approach.

Design-build (DB) is a system of project delivery in which a project owner, instead of entering contracts with a designer and a contractor, contracts with a single entity providing both design and construction services. According to the Design-Build Institute of America, “the designer and contractor work together from the beginning, as a team, providing unified project recommendations to fit the owner’s schedule and budget. Any changes are addressed by the entire team, leading to collaborative problem-solving and innovation, not excuses or blame-shifting.” Proponents of DB project delivery argue that by uniting the designer and contractor, an owner can avoid the often contentious dynamic that emerges as each party blames the other for delays or other problems.

While DB is advantageous for many projects, it isn’t always the answer. This approach can result in less owner control over the design, and the time and money required for contractors to bid on projects can reduce competition and lead to fewer bids overall.

Construction-manager-at-risk (CMAR) is yet another approach to project delivery in which a construction manager (CM) agrees to deliver a project within a guaranteed maximum price (GMP). A CMAR arrangement may entail project management as well as construction services, depending on the situation. This approach limits an owner’s risk of cost overruns through its commitment to a GMP.

On the flip side, this approach can also reduce an owner’s control over construction due to the shifting of responsibility from the owner to the CM. There is also the potential for a conflict of interest in cases where the CM is also a contractor on the project.

Three Answers, One Problem

These alternative project delivery approaches are being driven by a common industry need—to reduce the confrontation and risk that’s become an industry norm, and to increase accountability and efficiency. In a traditional design-bid-build project, a project owner contracts separately with a designer and a contractor. This can create an antagonistic dynamic between the designer and contractor, as each may try to blame the other when delays or cost overruns occur. The owner often ends up caught in the middle of a dispute that they may not have the ability to adjudicate.

So, it comes as no surprise that many customers are looking for more collaborative project delivery approaches. According to a recent article in Engineering News-Record, revenue for domestic CMAR projects has grown by over eighty-nine percent from 2011 to 2017. Domestic DB revenue grew by over fifty-four percent in the same time frame. While international revenue in both these areas declined, this decline was offset by gains in the domestic market.

Facilitating Collaboration

This push for collaboration reflects the depth of the impact that Lean methodology has had on the construction industry. Industry demand for greater accountability and transparency benefits contractors that have implemented Lean practices such as the Last Planner® System (LPS), particularly those that are using a digital LPS tool.

Because IPD, DB and CMAR project delivery approaches all prioritize collaboration and accountability, it’s crucial to have a reliable and easily deployable tool in which teams can schedule tasks and plan work in tandem. Owners are increasingly unwilling to be dragged into the construction blame game, and expect their project teams to be able to demonstrate their progress and justify their expenses on an ongoing basis.

While this is good news for owners, it spells trouble for contractors that have not yet adopted Lean methodology. Until they do, these firms will be at a competitive disadvantage in bidding processes against firms that can demonstrate a history of collaborative engagements that were completed on or near schedule and within budget. CMAR firms that haven’t implemented LPS are at a particular disadvantage, since they assume a significant portion of a project’s financial risk.

Fortunately, a digital implementation of LPS can be rolled out across an organization quickly, enabling faster and greater return on a company’s investment in Lean practices. As industry demand for alternative project delivery grows, contractors that are prepared to deliver the customer experience that owners are looking for will win more business and build better relationships and reputations.