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Value Management Study & Workshop Process

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VM BODY OF
KNOWLEDGE:
VM STUDY
PROCESS &
WORKSHOP
PROCESS
Lecture Contents
• VM STUDY PROCESS (JOB PLAN)
• VM WORKSHOP (LAB) PROCESS
(VE STUDY)
Lecture Objectives
•
UNDERSTAND THE VM STRUCTURED
PROCESS
•
UNDERSTAND VM IMPLEMENTATION AND
APPLICATIONS IN MALAYSIAN CONTEXT (VE
STUDY)
Before we start..
What is a process really ?
A process is a handy solution to
tackling the same set of problems
you’ve been encountering on a day
to day basis
Making improvements and
preventing past mistakes, in short
making your job easier
VM Body of Knowledge
?
?
3
1
2
VM Opportunities or
VM Interventions
VM Study Process or
VM Job Plan
VM Workshop or
Lab Process
Process :
a) what to do
b) how to do it
c) who does it
d) who needs to be told about it
Roles of Team
Facilitators
Stakeholder
Local
Authorities
Team
Experts /
Specialists
HOPT
HODT
2
VM Job Plan (SAVE)
PRE VM
WORKSHOP /
STUDY
STAGE 1
VM WORKSHOP /
STUDY
STAGE 2
1. INFORMATION
PHASE
6. PRESENTATION
PHASE
POST VM
WORKSHOP
/STUDY
2. FUNCTION
ANALYSIS PHASE
5. DEVELOPMENT
PHASE
3. CREATIVE PHASE
4. EVALUATION
PHASE
STAGE 3
Source: VM JOB PLAN BY SAVE INTERNATIONAL, VM STANDARD (2007)
2
VM Study Process (UK)
O & D PHASE
WORKSHOP
IMPLEMENTATION
(PRE STUDY)
PHASE
PHASE (POST STUDY)
Identify value
context;
Define study
scope;
Gather data;
Identify & select
team;
Information sharing;
Disseminate report;
Function Analysis;
Support
Implementation;
Create Solutions &
innovations;
Evaluate solutions;
Continuous
Improvement
Present & validate;
Develop agenda;
Action Planning;
Study Logistics
Prepare report;
Finalization & sign off
Source: Enhanced VM Process, Male & Kelly
(2007)
VM Study Process (UK)
2
(1)- O & D (Orientation
& Diagnosis) Phase
(2)-Implementation Phase
Pre Study
Information
Information
Creativity/
Innovation
Evaluation
Option/Idea
Development
Action
Planning
Workshop
Report
Implementation
Information
Gathering
Presentation
and Team
Building
Brain
storming
First level
Sort
Development
Present to
sponsor
Prepare
Report
Feedback
Workshop
Information
Synthesis
Information
Gathering
Refined
Sort
Plan to
implement
Circulate
Report
Prepare Final
Action Plan
Agenda
Production
Information
Synthesis
Select to
Develop
Prepare
Action
Plan
Function
Logic
Diagram
Sign Off
Function
Analysis
Process
Analysis
Target
Functions
(3)-Workshop Phase
Source: Revised Value Management Process, Kelly, Male & Graham (2004)
Sign Off by
Participants
2
VM Study Process (EPU)
VM STUDY PROCESS SET BY EPU JPM (MALAYSIA)
FOR ALL VM STUDIES WHETHER VA / VE / VR
1 – PERINGKAT PRA LAB (PRELAB STAGE)
2 – PERINGKAT LAB (LAB STAGE)
3 – PERINGKAT PASCA LAB (POST LAB STAGE)
(Sumber: Panduan Pelaksanaan Pengurusan Nilai, EPU - 2011)
VM Study Process (EPU)
Value
Assesment
(VA)
Pre
Lab
Post
Lab
Lab
6
Phases
Value
Engineering
(VE)
Pre
Lab
Post
Lab
Value Review
(VR)
Post
Lab
Pre
Lab
Lab
Lab
6
Phases
6
Phases
value
management
VE Work Process JKR
PRE STUDY STAGE
LAB STAGE
1 - 2 WEEKS PRIOR TO LAB
1. INFORMATION PHASE
2. FUNCTION ANALYSIS PHASE
3. CREATIVITY PHASE
4. EVALUATION PHASE
3 - 4 DAYS
LAB
(WORKSHOP)
5. DEVELOPMENT PHASE
6. PRESENTATION PHASE
IMPLEMENTATION
STAGE
1 – 2 WEEKS POST LAB FOR VE REPORT;
AS SCHEDULED FOR VE IMPLEMENTATION
Pre Lab Stage (VE)…
What are the activities ?
(I) Pre Lab Stage (VE)
Organize
orientation
session prior
to lab (if
necessary)
Develop lab
programme
and arrange
logistics
Agree context
of VE study
with client
Activities
Collate initial
project
information
Commence
initial study
(I) Pre Lab Stage (VE)
ACTIVITY
TECHNIQUE
• Agree
context of
VE study
with client
• Hold initial
meeting /
discussion
with client
OUTPUT
• Record of
discussion
and decisions
made
• VE Study
Objectives
(I) Pre Lab Stage (VE)
ACTIVITY
TECHNIQUE
• Collate
initial
project
information
• Collect and
analyze
documents
OUTPUT
• Compilation
of basic
project
information
and
documents
(I) Pre Lab Stage (VE)
ACTIVITY
TECHNIQUE
• Commence
initial study
• Identify
Client Value
Systems
• Synthesize
VA Report
OUTPUT
• Client Value
Systems
• VA Report
Synthesis
(I) Pre Lab Stage (VE)
ACTIVITY
TECHNIQUE
• Develop lab
programme
and arrange
logistics
• Develop lab
agenda
• Arrange lab
venue and
logistics
OUTPUT
• Lab Agenda
• Lab venue
and logistics
(I) Pre Lab Stage (VE)
ACTIVITY
TECHNIQUE
• Organize
orientation
session
prior to lab
(if
necessary)
• Conduct pre
lab meeting
or briefing to
lab
participants
OUTPUT
• Briefing to
participants
(I) Pre Lab Stage (VE)
ACTIVITY
• Context of VE study
agreed by stakeholders
 Relevant information on
project, cost, drawings
obtained & site visited
 Commence initial study (eg
- functions, value criteria,
value mismatches)
 Preparation – participants
list, agenda, logistics,
venue, documents, etc
OUTPUT
•
•
•
•
•
•
•
•
VE Study Objectives
Scope (Level of Study)
Basic project information
Updated Project Estimate
(as VE Cost Model)
Space Model (SOA /
GFA) for “Space” study
Draft of F.A.S.T. Diagram
Draft of Client Value
Systems or quality criteria
Lab Agenda, invitation
letters, lab kit etc
Lessons Learnt
Insufficient
Information
Technical
Problems
Not Ready
Inefficient
Management
of
Stakeholder
Pre
Lab
Get Clear
Direction
Not At The
Right Time
(II) Lab Stage (VE)
Recommenda
tions with
consensus
from lab
participants
gained
Activities
Suitable tools and
techniques applied
for decision making
aid
Lab
(Workshop)
conducted
in six (6)
structured
phases
Post Lab Stage…
What are the activities ?
(III) Post Lab Stage (VE)
Follow up
agreed
Action Plan
Activities
Assess VE
Study
implementati
on
Monitor and assess
implementation of
recommended
solutions
(III) Post Lab Stage (VE)
ACTIVITY
TECHNIQUE
• Follow up
agreed
Action Plan
• Follow up
status with
HOPT and
others as
agreed in the
Action Plan
OUTPUT
• Action Plan
status report
to client and
HOPT
(III) Post Lab Stage (VE)
ACTIVITY
TECHNIQUE
• Monitor and
assess
implementat
ion of
recommend
ed solutions
• Develop
monitoring
plan and
monitor
implementati
on
OUTPUT
• Monitoring
Report to
client and
relevant
parties
(III) Post Lab Stage (VE)
ACTIVITY
TECHNIQUE
• Assess VE
Study
implementat
ion
• Assess overall
implementati
on of VE
Study and
report to
client and
relevant
parties
OUTPUT
• VE Study
implementation
(close-out)
report
(III) Post Lab Stage (VE)
ACTIVITY
OUTPUT
• VE report finalized,
presented, signed-off and
disseminated
• Status of the post-lab
Action Plan followed up
• Implementation on VE
recommendations are
monitored
• Outcomes and lessons
learned realized
• Signed-off VE Report
(including reviewed
Project Cost)
• Review meeting or
follow-up feedback
• Post Lab Implementation
Report (involves info on
Tendered Project Cost)
• Close-out report
Lessons Learnt
Review
The
Ideas
Continuous
Monitoring
Post
Lab
Improvement
Use
Recommendation
Designs/ Ideas
VM Body of Knowledge
1

?
3
2
VM Opportunities or
VM Interventions
VM Study Process
or VM Job Plan
VM Workshop or
Lab Process
3
VM Workshop Process
International VM
Benchmarking
(UK / EU)
Information
(with Function Analysis)
SAVE International
Job Plan
Information Phase
Function Analysis Phase
Creativity
Creative Phase
Evaluation
Evaluation Phase
Option / Idea Development
Development Phase
Action Planning
Presentation Phase
3
VM Lab Process (EPU)
VM LAB PROCESS SET BY EPU JPM (MALAYSIA)
FOR ALL VM STUDIES WHETHER VA / VE / VR
1 – FASA MAKLUMAT (INFORMATION PHASE)
2 – FASA ANALISIS FUNGSI (FUNCTION ANALYSIS PHASE)
3 – FASA KREATIVITI (CREATIVITY PHASE)
4 – FASA PENILAIAN (EVALUATION PHASE)
5 – FASA PEMBANGUNAN (DEVELOPMENT PHASE)
6 – FASA PEMBENTANGAN (PRESENTATION PHASE)
(Sumber: Panduan Pelaksanaan Pengurusan Nilai, EPU - 2011)
3
VM Lab Process
INFORMATION
& FUNCTION
ANALYSIS
CREATIVE
EVALUATION
DEVELOPMENT
PRESENTATION
What is it ?
What does it do?
How much does it
cost to do it?
What else will
do it ?
Will it work
How will it
work?
Let’s do it
Identify functions
and required
performance and
cost to achieve it.
Identify value
mismatches where
function,
performance and
cost do not align
Brainstorm as
many ideas as
possible to
accomplish each
of the
mismatches.
Screen each
idea for its
technical
feasibility, cost
implications
and customer
acceptance.
Produce
proposals with
sketches,
estimated costs
and strategies to
implement the
surviving ideas.
Present the
proposal to project
decision makers
and ask their
approval.
Incorporate
approved
proposals into the
project.
LAB AGENDA
AGENDA (DAY 1)
EVENING
(1) INFORMATION PHASE
Arrival & Participants Registration
Opening Ceremony
Confirm VE Lab Agenda
Project Briefing by Project Team:
Project Brief (needs; expectations)
Design Requirements
Project Work Programme
Establish Cost Model
Confirm VE Study Objectives
OUTPUTS
VE Lab Agenda
Project Background Information
Cost Model
VE Study Objectives
AGENDA (DAY 2)
MORNING
(1) INFORMATION PHASE
Grouping & Team Building
Validate:
Project Objectives
Project Functions
Client Value Systems
Select elements / items to be studied
Explore parameters and requirements of
each selected space / element
Present (each group)
(2) FUNCTION ANALYSIS PHASE
Analyze functions for each selected
element
Identify value mismatches
OUTPUTS
VE Study Groups
Confirmation on Project Objectives,
Functions & Client Value Systems
VE Study Scope (spaces / elements)
Project Must Have for each selected
space / element)
Presentation & Consensus
Functions Analysis for each selected
element
AGENDA (DAY 2)
OUTPUTS
AFTERNOON
(2) FUNCTION ANALYSIS PHASE
(Cont..)
Analyze functions for each selected space
/ element
Identify value mismatches
EVENING
(3) CREATIVITY PHASE
Generate ideas (options) to accomplish
mismatches
Functions Analysis for each selected space /
element
“Can We” as a broad list of generated ideas
AGENDA (DAY 3)
MORNING
(3) CREATIVITY PHASE (Cont..)
Generate ideas (options) to accomplish
mismatches
(4) EVALUATION PHASE
Categorize generated ideas for further
evaluation (1st stage - Categorization of
“Evaluate” / “Discard” / “Information”)
Present (each group)group)
OUTPUTS
“Can We” as a broad list of generated
ideas
Shortlisted (“Evaluate”) ideas of “Can We”
Presentation & consensus
AFTERNOON
(4) EVALUATION PHASE (Cont..)
Categorize generated ideas for further
evaluation (1st stage - Categorization of
“Evaluate” / “Discard” / “Information”)
Present (each group)
Shortlisted (“Evaluate”) ideas of “Can We”
Presentation & consensus
AGENDA (DAY 3)
OUTPUTS
EVENING
(5) DEVELOPMENT PHASE
Evaluate ideas (2nd stage) on cost
implication; advantages & disadvantages;
value enhancements
Present (each group) to agree on the best
options
Value Implication for each “Evaluate” idea
Presentation & consensus
AGENDA (DAY 4)
MORNING
(5) DEVELOPMENT PHASE(continued)
Consolidate the agreed options and develop
details
Summarize all VE Study findings
Complete all VE Lab templates
Prepare slides & VE Report
Develop Action Plan for Post Lab
Implementation
Initiate Project Risk Management
OUTPUTS
(6) PRESENTATION PHASE
Present VE Report to lab members
Review VE Report (if required)
Closing speech
VE Findings
VM Recommendation of all agreed options
Summarized VE findings
Templates (Appendices to VE Report)
Presentation Slides
VE Report
Action Plan
Project Risk
MFS_VM_Training_MAC 2012
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