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