Step 2: Scope & Methodology
Before building the schedule, you must understand the full scope of work and the delivery methodology. This step ensures the schedule reflects reality — not just a generic template applied to the project.
Determining the Scope of Work
The project's scope of work can be determined by:
- Reviewing relevant documents — drawings and plans, technical requirements, functional specifications, etc.
- Discussing the extent of work with the project team.
- Comparing the project to similar projects and benchmark data.
Project Phases & Stages
Project stages for infrastructure projects typically include:
- Project management and Client's activities.
- Interfaces, agreements, and approvals with external parties.
- Design development, reviews, and approvals.
- Procurement of subcontractors, long lead-time materials, and equipment.
- Off-site fabrication, storage, and delivery.
- Construction and installation.
- Testing, commissioning, systems integration, operational readiness, and handover.
Unique & Unusual Project Characteristics
Check if there is anything unusual or unique about the project that could affect the program, including:
- Unique design.
- Restricted operating environment — e.g. maintaining existing operations in and around new construction.
- Restriction on working hours — e.g. night shifts, shutdowns.
- Restricted access to work site — e.g. rail corridor, motorways.
- Interfaces with external parties — e.g. utility providers.
- High degree of complexity.
- Contract-defined constraints — e.g. separable portions and sequential handovers.
Type of Delivery Contract
The contract type shapes the planning approach, responsibilities, and risk allocation. Common types include:
- Supply only
- Design & Construct (D&C)
- PPP — Public Private Partnership
- Alliance
- Incentivised Target
Key principle:
A thorough scope and methodology review upfront prevents costly re-work and re-sequencing later. The more you understand before entering data, the more accurate and credible the schedule will be.