Schedule Assessment 001

• Audit Title

• Client / Site

• Author

• Date

  Date
• Location
  Address

• Attendees

Project Staff and Responsibilities

• List Project Staff

• Who created the master schedule?

• Who creates look ahead schedules?

• Who handles the submittal process from our office?

• Who approves the monthly payment applications?

• How many of the aforementioned individuals are involved in the regular schedule updates?

Project Requirements

• Is this a BIM, LEED, or a LEAN project?

• Does the project specification or our contract have any special schedule requirements?

  Yes

  No

  N/A

• Will our schedule be subject to reviews by a scheduling consultant?

  Yes

  No

  N/A

• How often are we required to present schedule to the owner? Have we met this obligation?

  Yes

  No

  N/A

• Is the schedule included in CM reports? How often?

  Yes

  No

  N/A

• Is the schedule report included in all OAC meetings?

  Yes

  No

  N/A

• Does the team present the same schedule to all entities (owner, subcontractors, designer, etc)?

  Yes

  No

  N/A

Schedule Assessment - Office Management

Schedule Awareness "Planning The Work"

• Schedule milestones are posted in office and/or conference room?

  Yes

  No

  N/A

• Does a CPM schedule exist?

  Yes

  No

  N/A

• Is project design complete?

  Yes

  No

  N/A

• Was a CPM schedule included in Bid Packages?

  Yes

  No

  N/A

• Has all work scope been bid and awarded?

  Yes

  No

  N/A

• Which schedule software is the team using?

  SureTrak

  P3

  P6

  Microsoft Projects

  other

• Are we responsible for owner directs and FF&E items?

  Yes

  No

  N/A

• Will the systems be commissioned on this project? Who is Cx Authority?

  Yes

  No

  N/A

CPM Schedule Content

• Is the design process included in CPM schedule as a critical path activity?

  Yes

  No

  N/A

• Is the bidding process included in the CPM schedule as a critical path activity?

  Yes

  No

  N/A

• Is the schedule resource and/or cost loaded?

  Yes

  No

  N/A

• Is the CPM schedule well organized?

  Yes

  No

  N/A

• Is schedule sortable by individual trades?

  Yes

  No

  N/A

• Does schedule include pre-construction activities? (design, BIM, mat'l procurement, etc)

  Yes

  No

  N/A

• Does the CPM schedule include owner directs and FF&E?

  Yes

  No

  N/A

• Does the schedule include activities for all entities that could affect completion?

  Yes

  No

  N/A

• Does the schedule include Cx Authorities activities and our subcontractors start ups, functional tests, etc?

  Yes

  No

  N/A

CPM Schedule Updates

• How often is the CPM schedule updated?

  Select Weekly Bi-weekly Monthly >Monthly

  • Weekly
  • Bi-weekly
  • Monthly
  • >Monthly

• Is the schedule up-to-date?

  Yes

  No

  N/A

• Does the data date on the current schedule reflect the last update?

  Yes

  No

  N/A

• Is final completion date evident in the CPM schedule?

  Yes

  No

  N/A

• Does cash flow align with work in place? How is this tracked?

  Yes

  No

  N/A

Scheduling Meetings - Office Staff

• Does our project team to do internal schedule audits.

  Yes

  No

  N/A

• Does team use look ahead schedules?

  Yes

  No

  N/A

• Is the schedule presented in weekly meetings? Which schedule (CPM or look ahead)?

  Yes

  No

  N/A

• Does the look ahead schedule align with CPM schedule?

  Yes

  No

  N/A

Schedule Assessment - Site Management

Schedule Awareness "Working The Plan"

• Does construction progress align with look ahead schedule?

  Yes

  No

  N/A

• Does construction progress align with CPM schedule?

  Yes

  No

  N/A

• What are the major milestones for this week?

• How many subcontractors will be onsite this week?

• How many tradesmen will be onsite this week?

• How are we tracking material delivery dates?

• How are we tracking the RFI process and timing of responses?

Schedule Updates

• Have we encountered or do we anticipate any significant delays?

  Yes

  No

  N/A

• Do we anticipate any weather delays in the coming weeks?

  Yes

  No

  N/A

• Do we have a plan to mitigate weather delays?

  Yes

  No

  N/A

• Has material procurement been a problem or caused delays?

  Yes

  No

  N/A

• Have RFI's and/or field supported delayed progress?

  Yes

  No

  N/A

• Have we encountered any issues recently that have caused a change in schedule logic?

  Yes

  No

  N/A

• Has the CPM schedule been adjusted to reflect delays or logic changes?

  Yes

  No

  N/A

Scheduling Meetings - Field Staff

• How do you and your foreman coordinate outside of our weekly coordination meeting?

  Yes

  No

  N/A

• Do your foreman use our schedules to plan their work?

  Yes

  No

  N/A

Review Best Practices and Score Card

• Did the team fill out the schedule score card prior to this visit?

  Yes

  No

  N/A

• Does the team have a copy of TCC Planning and Scheduling Best Practices on site?

  Yes

  No

  N/A

• Is the team familiar with standard schedule formats located in the P:drive?

  Yes

  No

  N/A

Recommendations

Corrective Actions

Summary and Follow-up

• Tentatively Schedule Next Visit

  Select Return in 1 Month Return in 2 Months Return in 3 Months

  • Return in 1 Month
  • Return in 2 Months
  • Return in 3 Months

• Signature

  Sign

• Add media

  Media