Course Outline – Best practices in implementing the Project Definition Rating Index (PDRI) using Carve (VAL-201)

Best practices in implementing the Project Definition Rating Index (PDRI) using Carve (VAL-201)

Summary

This course provides participants with a roadmap for implementation of PDRI in their project organization. Lessons learned and case studies are used to introduce PDRI implementation planning considerations.  Topics covered include:

  • Conducting needs analysis and building your business case for PDRI
  • Preparing for change and recognizing common organizational impacts
  • Initiating a successful limited-use pilot of PDRI
  • Planning for growth of your PDRI implementation, including
    • Process integration with stage gate deliverables, cost, schedule and risk practices
    • Identifying fit-for-purpose changes to PDRI elements with the rollout to new groups or divisions
    • Developing your education plan
    • Maintaining consistency in PDRI practices using Carve
    • Measuring performance impact of PDRI and monitoring by portfolio/group/division in Carve
    • Incorporating PDRI into your lessons learned program
A prerequisite for this course is either our VAL-102 PDRI Principles & Practices course, or a thorough understanding of the Project Definition Rating Index (PDRI).

Learning Objectives

At the end of this course participants will be able to:

  • Apply the CII Implementation planning model to their implementation of PDRI
  • Conduct a self-audit of their organization’s level of implementation of front end planning best practices
  • Prepare a business case for the adoption of PDRI
  • Conduct a change audit of how PDRI will impact their organization, and identify change priorities
  • Develop an “initiating phase” implementation plan for a limited-use pilot of PDRI
  • Develop a “growth phase” implementation plan rollout of PDRI to new groups or divisions

Who should attend

This course targets those responsible for implementing PDRI for their organization.  Past attendees include: Business unit leaders, Program Managers, Portfolio Managers, Project Managers, Site Supervisors and Foremen, Materials Supervisors, Contracts Managers, Risk Managers, Project Finance, Project Estimators and Schedulers, Quality specialists, Continuous Improvement and Center of Excellence professionals

In What Industries

Government, Engineering and Construction, Manufacturing and Industrial, Oil, Gas and Petrochemical, Power, Water Utility Plants, Pharmaceuticals, Environmental Management, Shipbuilding and Repair Yards, Real Estate Development, Defense and Aerospace.

Course Outline

Introduction

  • Overview of course objectives and agenda
  • Introduction to the Implementation planning model from the Construction Industry Institute (CII) and how it is applied to implement PDRI

Needs analysis & management buy-In

  • Key inputs into needs analysis including a self-audit
  • Individual Exercise – participants will complete a self-audit of their organization’s level of implementation of front end planning best practices
  • Developing a business case for implementation of PDRI

Preparing step – focus on change

  • Lessons learned on the organizational impact of PDRI
  • The essential roll of the champion
  • Identifying change preparation areas using CII’s Change Audit tool
  • Interactive exercise – using a case study, small groups will complete a Change Audit, interpret the current state of preparation, and identify change priorities.

Initiating step – PDRI Limited-use pilot

  • Lessons learned on initiating a limited-use pilot
  • Developing pilot success criteria
  • Criteria for selecting pilot projects
  • Building the communications plan
  • Selecting PDRI facilitators, providing training and pilot support
  • Best practices in preparing and communicating your success story
  • Pilot close-out steps

Growing step – expanding your PDRI implementation

  • Defining your expansion requirements for the PDRI practice
  • Process integration considerations including stage gate deliverables, cost, schedule and risk practices
  • Identifying fit-for-purpose changes to PDRI elements with the rollout to new groups or divisions
  • Managing fit-for-purpose changes to project templates using Carve
  • Developing your education plan
  • Maintaining consistency in PDRI practices using Carve
  • Measuring performance impact of PDRI and monitoring by portfolio/group/division in Carve
  • Incorporating PDRI into your lessons learned program
  • Interactive Exercise – using a case study, small groups will complete the Growing Step Evaluation to benchmark where a PDRI implementation currently stands, and identify critical tasks that still need to be addressed.

Summary

  • Revisit the Implementation planning model for PDRI
  • Review the software, tools and techniques introduced to assist in implementation planning
  • Discuss important “take-aways”
  • Conduct course evaluation

Course Instructor

Sandra MacGillivray, MBA, PMP

Sandra is the Managing Director for Valency Inc., a provider of project readiness solutions that reduce risk for organizations that manage a large portfolio of capital projects.  She is a Certified PDRI Facilitator, Registered Education Provider (REP) with the Construction Industry Institute (CII), a Project Management Professional (PMP), and a PMI Risk Management Professional (PMI-RMP) with over 15 years of project management experience.  Sandra is a past research team member with the Construction Industry Institute on front end planning, risk management and portfolio management. She holds a Bachelor of Science from the University of Waterloo and a Master in Business Administration from Wilfred Laurier University.

Certificate

A certificate of completion will be issued to those who attend and complete the course. The course is conducted by Valency, a Registered Education Provider for the Construction Industry Institute (CII).  Those who complete the course will earn 8 Professional Development Hour (PDH) credits.