Education Offerings – Best Practices for Capital Projects

CII Registered Education ProviderPMI R.E.P.
Implementation of new practices in project management is a complex undertaking. Valency offers courses specifically designed to support your implementation of Construction Industry Institute (CII) best practices including front end planning, alignment, change management and partnering.  We are a Registered Education Provider (REP) for the Construction Industry Institute and the Project Management Institute (PMI).

Popular Courses

Course Delivery

Our courses are offered for delivery:

  • at your facility,
  • at our Waterloo, Ontario, Canada location, or
  • through one of our upcoming scheduled courses.

Course List

Front End Planning Principles & Practices (VAL-101)

As a project leader you know first hand the importance of proper scope definition. Industry research shows that projects with intensive front end planning and well-defined scope perform markedly better in terms of cost, schedule, change orders and delivery against operational business objectives.

This course offers participants the opportunity to learn how to apply the principles of front end planning using the Construction Industry Institute’s front end planning phase-gate process. Each phase in the front end planning process is explained along with the key objectives, inputs, specific tasks, and deliverables.

Built around an interactive case study, this course offers participants a practical opportunity to apply the principles of front end planning. Participants will work collaboratively in small groups to conduct analysis at each phase of front end planning for the project. The course concludes with each group presenting their recommendation (and rationale) on whether the project should be authorized to proceed to detailed design.
Course Outline »

Project Definition Rating Index (PDRI) Principles & Practices (VAL-102)

This one-day course offers participants the opportunity to learn how to use the PDRI methodology in front end planning to achieve substantially improved performance in capital project cost, schedule and delivery against operational asset business objectives.

The course provides lessons learned on how to achieve increased team alignment, identify gaps and risks, and objectively measure progress in scope definition.  Each of the PDRI templates (industrial, infrastructure and buildings) is introduced, along with guidelines on how to select the best template for each project.  Recommended facilitation techniques are explained, as well as roles, responsibilities and logistics of conducting a PDRI session. This course satisfies the educational requirement for Valency’s Certified PDRI Facilitator Program.
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Scope Control & Change Management in Capital Projects (VAL-104)

Planning, designing and executing a capital project is a complex undertaking. Change is inevitable throughout the process, but must be controlled to ensure the project parameters (cost, schedule, quality and safety) remain in control. Changes have many impacts, including interrupting the sequence of planned work, rework, delays, schedule slippage and cost escalation. Any of these impacts have the potential to generate claims and result in litigation.

Managing change is essential for a successful project outcome. This course introduces the Construction Industry Institute’s (CII) best practice for managing project change.
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Project Definition Rating Index (PDRI) for Small Industrial Projects (VAL-105)

This one-day course addresses the scope definition needs of project leaders responsible for small, plant-based projects (less than US$10 million) that account for more than 70% of completed projects. Participants will learn how to effectively use CII’s newest Project Definition Rating Index (PDRI) for Small Industrial Projects (2015) and dramatically improve project scope definition.
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Project Risk Management Principles & Practices (VAL-107)

This course offers participants the opportunity to learn how to effectively implement best practices in project risk management from the Construction Industry Institute (CII). Using an interactive case study, participants will see first hand how to apply practical and easy-to-use strategies for risk identification, qualitative risk assessment, developing risk responses, and monitoring risk throughout the project lifecycle.
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Developing & Managing a Partnering Relationship (VAL-110)

Partnering provides companies with opportunities to greatly increase project performance and payback. However, the partnering process must be properly planned and managed to achieve the desired results.

This course is designed for those focused on using partnering as a viable strategy for managing engineering and construction projects. The focus is on how to apply the Construction Industry Institute’s Partnering Model to specific project opportunities. The course introduces a proven model for evaluating partnering, preparing for partnering, selecting a partner, implementing, and maintaining a partnering relationship.
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Best practices in implementing the Project Definition Rating Index (PDRI) using Carve (VAL-201)

This one-day course provides participants with a roadmap for implementation of PDRI in their project organization. A case study format is 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, cost, schedule and risk practices
    • Developing your education plan
    • Maintaining consistency in PDRI practices during the growth step
    • Defining key metrics to measure performance impact of PDRI by portfolio/group/division
    • Identifying fit-for-purpose changes to PDRI elements with the rollout to new groups or divisions
    • Incorporating PDRI into your lessons learned program

Course Outline »