How to make a good project management planning book, this template is worthy of reference!

Engineering project planning

Engineering project planning is a detailed work plan to achieve project objectives, that is, how to complete the engineering project (building, building bridges, repairing high-speed rail, etc.), formulate plans, prepare plans, and achieve the expected goals.

Precautions for engineering project planning

Project planning is generally from shallow to deep, from coarse to fine, from outline to objective, and is a gradual improvement process. Project planning cannot be fixed: project planning should pay attention to the difference between the main and the secondary, and the main place should be deep, detailed, accurate, and secondary. It is only necessary to take into account local considerations; project planning has many assumptions, but it is assumed to be scientific and not too ridiculous, otherwise the prepared project plan may be insignificant, and the truth is wrong: the project plan should be concise, smooth text, and concise Use multi-charts to speak and multi-processes. Do not emphasize form but content. Planning plans must be highly enforceable.

There must be comparison of multiple options in project planning, especially construction options, planned costs, etc .; only through comparison of multiple options, can we choose the best. Be careful not to compile engineering project planning into construction organization design. Construction organization design is essentially to solve the problem of how to do it, and project planning is essentially to solve the problem of how to do well. Project planning should be a programmatic document for construction organization design. Project planning is much broader than the construction organization design.

Engineering project management planning template

table of Contents

Chapter 1: Project Overview

1.1 Project Overview

1. 1.1 Related units

1.1.2 Project Introduction

1.1.3 Major labor

1.1.4 Project status

1.2 Construction conditions

1.2.1 Owner formalities

1.2.2 Drawings in place

1.2.3 Selection of labor service team and subcontracting mode

1.2.4 Material supply

1.3 Features and difficulties of project engineering management

Chapter 2: Construction Preparation

2.1 Technical preparation

2.2 Site preparation

2.2.1 Land acquisition and demolition

2.2.2 Site layout

2.2.3 Design of construction roads, temporary water supply and temporary electricity consumption

2.2.4 Vertical transportation equipment configuration

2.2.5 Layout and quantity of temporary facilities

2.2.6 Material site layout

2.2.7 Other

2.3 Element preparation

2.3.1 Labor Organization

2.3.2 Material organization

2.3.3 Mechanical equipment organization

2.3.4 Capital reserve

Chapter 3: Project management objectives

3.1 Project progress target

3.2 Engineering quality standard

3.3 Safety management standard

3.4 Civilized construction management objectives

3.5 Cost management objectives

3.6 Reputation goal

3.7 Other management objectives

Chapter 4: Project Department Organizational Structure and Management Staffing

4.1 Organizational Structure of the Project Department

4.2 Staffing and division of responsibilities of the project department

Chapter 5: Main construction plan

5.1 Division of construction flow section and general idea

5.2 Construction plan of major sub-projects

Chapter 6: Project schedule management

6.1 Overall schedule

6.2 Project construction progress node plan

6.3 Engineering progress control measures

Chapter VII: Engineering Quality and Safe and Civilized Management

7.1 Engineering quality management measures

7.2 Safe and civilized construction management

7.2.1 Control points for safe and civilized construction

7.2.2 Safe and civilized construction inspection system

Chapter 8: Engineering Cost Management Measures

8.1 Preparation of construction drawing budget, responsibility budget and completion time of secondary decomposition

8.2 Combining the bidding quotation, making major changes to the claim direction and claim points of the owner ’s construction contract and the actual site

8.3 Propose the key points and difficulties of cost management

8.4 The system and system construction to be completed in accordance with the provisions of responsibility cost management

8.5 Planning to establish responsibility cost management and change the basic work account for claims (details)

8.6 External labor services and materials to be tendered

8.7 Strictly implement the monthly analysis and assessment system

8.8 Change claims and settlement plan and update quarterly

Chapter 9: Technology Management Plan

Chapter 10: Difficulties in the project department and problems that need to be solved by the company

Chapter 1: Project Overview

1.1 Project Overview

1.1.1 Related units

Fill in the name of the construction unit, design unit, supervision unit, supervision unit and other relevant units of the project.

1.1.2 Project Introduction

Explain the geographical location, building scale, building function, geological and hydrological conditions, structural form of the project; special engineering requirements, etc.

1.1.3 Major Works

List the specifications, models and quantities of main engineering materials in a table format.

1.2 Project status

1.2.1 Owner formalities

Explain the handling of planning permits, construction permits, etc.

1.2.2 Drawings in place

Indicate the number of drawings in place, and the drawings will be reviewed.

1.2.3 Contract signing

Indicate whether the contract with the owner is signed, and briefly describe the main contents. The content should include engineering cost and contract price type.

1.2.4 Other situations

Detailed description of the surrounding environment of the project such as road conditions, whether it is a residential area, requisition and demolition, etc. The content is simple and precise.

1.3 Features and difficulties of project engineering management

The project characteristics and difficulties are considered from the following aspects:

1. Fully consider the construction characteristics and difficulties from the project's geographic location, site conditions and surrounding environment.

2. Consider the construction characteristics and difficulties from the design drawings.

3. Consider the construction characteristics and difficulties in terms of quality requirements and schedule requirements.

4. Fully consider the construction characteristics and difficulties from the construction organization design.

5 From the construction units, the characteristics and difficulties of organization and management.

6. Consider the construction characteristics and difficulties in terms of construction time, season, climate, etc.

Chapter 2: Construction Preparation

2.1 Technical preparation

1. Familiar with drawings. Organize professional and technical personnel to be familiar with the drawings, conduct self-examination on the drawings, and be familiar with and master all the contents and design intentions of the construction drawings. The civil engineering and installation professions cross-check each other and find problems; combine the bid documents, sort out the changes, claims, and make up for the difference, optimize the design of the changes, and strive to include them in the minutes of the drawing meeting.

2. Calculate the engineering quantity. Led by the chief engineer of the project, the technical personnel are organized to be fully familiar with the construction drawings, and the division of labor calculates the amount of major materials, so as to make schedules and supply plans, to better control costs and reduce consumption.

3. Compile the implementation construction design. The project manager is responsible, the project chief engineer compiles the construction organization design, and conducts audits, and organizes the relevant personnel to learn the construction organization design, so that the construction organization design truly becomes a programmatic document to guide construction.

4. Do a good job in the control network measurement of the construction site. First, according to the pile control point provided by the owner, conduct a closed retest, and report the retest results to the supervisor or the owner for review; second, after the check request of the pile control point, then set the encryption point; finally, according to the general plan of the building Requirements, lead to the site, set up a measurement control network in the construction area of ​​the project, and do a good job of measuring and checking the axis control.

5. Clarify the test method. According to the project situation, combined with the owner's requirements, clarify the material inspection and test methods. If you entrust an external laboratory, you should conduct market research in advance, choose the best use, and set up a maintenance room standard on site; if you build your own laboratory, you should report it to the company's testing center in time, and send someone to the site to assist the project to complete the laboratory construction.

6. Determine the technical data compilation standards. Communicate with the owners, supervisors, and local quality supervision agencies in advance to determine the standards and number of copies for technical data collation, and timely purchase relevant standards, atlases, forms, electronic software, etc.

2.2 Site preparation

2.2.1 Land acquisition and demolition

Identify the person in charge of land acquisition and house demolition, communicate with the owner and local government agencies at all levels in time, go through the red line land transfer procedures, and start construction as soon as possible.

2.2.2 Site layout

Briefly explain the layout layout ideas of the construction site to meet the site standards of the company and local relevant departments. Arrange the layout reasonably according to the conditions of different construction stages. The drawings are detailed.

2.2.3 Design of construction roads, temporary water supply and temporary electricity consumption

Briefly explain the temporary road layout on site, as well as the construction water solution and construction electricity solution.

2.2.4 Vertical transportation equipment configuration

Clarify the selection, quantity and solution of vertical transportation equipment. If the method of outsourcing is used, the survey of the equipment rental market needs to be explained.

2.2.5 Layout and quantity of temporary facilities

Explain the layout of temporary facilities on site, summarize the design standards and quantities of various temporary facilities on site in a form, and initially calculate the input costs. On-site temporary facilities include various facilities in living areas and office areas.

2.2.6 Material site layout

Explain on-site material stacking, processing site layout, and setting standards.

2.2.7 Other

Explain other unfinished matters.

2.3 Element preparation

2.3.1 Labor Organization

Explain the selection of labor service team and subcontracting mode. In principle, public bidding is adopted to determine the labor construction unit, clarify the subcontracting mode, whether the labor contract is signed, and simply express the contract content.

2.3.2 Material organization

On the basis of full market investigation, the on-site main materials and revolving equipment shall be procured by sunlight, and the material suppliers, supply methods, material unit prices, etc. shall be determined by means of public bidding. Among them, the types, specifications, quantities, time period of use, and solution methods (both rented, purchased, internally allocated, etc.) of the various revolving equipment required by the project are explained in a table format.

2.3.3 Mechanical equipment organization

On-site construction machinery and equipment combined with the company's existing equipment, based on a full market survey, determine the way to solve, mainly including internal allocation of enterprises, local purchase, leasing, and labor service units to solve their own methods. The project department needs to communicate with the company's equipment and materials department in a timely manner, and priority is given to internal settlement. For local purchases or leases, it is necessary to organize public bidding to determine suppliers, supply methods, and unit prices of equipment (purchase or lease).

In the form of table, explain the name, specifications, quantity, time period of use, configuration plan ideas, and solutions of all kinds of mechanical equipment (including main measuring instruments and test equipment) required by the project, as well as solutions (external lease, purchase, internal deployment, etc.) .

2.3.4 Capital reserve

Comprehensive project scale, schedule plan, owner contract terms, etc., analyze the project fund risk situation, and the pre-fund guarantee method.

Chapter 3: Project management objectives

3.1 Project progress target

The bid commitment and contract progress goals (specific description) are met, and the company's overall progress requirements must be met.

3.2 Project quality objectives

Meet the bid commitments, contract quality standards (specific description), and must meet company quality requirements.

3.3 Safety management objectives

It must meet the company's requirements to "prevent deaths and serious injuries due to work, and mechanical equipment and fire accidents".

3.4 Civilized construction management objectives

Refer to the bidding commitment and the contract to stipulate civilized construction standards, and must meet the company's quality and civilized construction requirements. Clearly meet (or ensure, strive for) the requirements of civilized construction and standard chemical sites in the provinces and cities where they are located.

3.5 Cost management objectives

Propose the target value of income in accordance with the rate of return calculated on the bid to ensure that there is no liability loss. Responsible cost basis work to ensure compliance. Ensure that the company's target for changing claims and settlement is reached.

3.6 Reputation goal

For railway projects, highway projects, and projects that have the same competition situation, specific credit evaluation ranking targets need to be specified.

3.7 Other management objectives

Combining specific project conditions and company requirements, describe other management objectives, such as: environmental protection, technology (technology) and other management objectives.

Chapter 4: Project Department Organizational Structure and Staffing

4.1 Organizational Structure of the Project Department

The name of the project department undertaking the construction shall be stated, and the organizational structure shall be expressed in the form of a frame diagram or table, specific to the position and name of the individual employee (must comply with the relevant regulations of the company).

4.2 Staffing and division of responsibilities of the project department

Introduce the number of managers controlled by the project (command) department. Among them, it is necessary to clarify the specific candidates of the project manager (commander), site manager, project chief engineer (technical person in charge), full-time safety officer, survey supervisor, and test supervisor, and briefly explain the division of labor and job responsibilities.

Chapter 5: Main construction plan

5.1 Division of construction flow section and general idea

Reasonably divide the construction flow section, organize balanced and continuous construction. Introduce the overall deployment of the project construction, clarify the construction organization sequence and process interspersed nodes and other ideas.

5.2 Construction plan of major sub-projects

The main sub-project construction plans to be adopted, such as steel, formwork, concrete, internal support, external protection, deep foundation pits, etc., are briefly explained.

Chapter 6: Project schedule management

6.1 Overall schedule

The individual projects of this project, the start and completion time (must meet the company's overall schedule plan requirements), with a horizontal or network diagram description

6.2 Project construction progress node plan

Decompose and refine the target of the total schedule, and clarify the target of the control of the construction period of each construction stage. For example: foundation treatment engineering, structural engineering with ± 0.000 or less, structural capping, joint adjustment and joint testing, etc.

6.3 Engineering progress control measures

Mainly formulate detailed measures from aspects of factor guarantee, organization management, internal and external coordination, etc.

Chapter VII: Engineering Quality and Safe and Civilized Management

7.1 Engineering quality management measures

Outline the construction of quality assurance system and quality assurance measures at various stages.

7.2 Safe and civilized construction management

7.2.1 Control points for safe and civilized construction

7.2.2 Safe and civilized construction inspection system

Chapter 8: Engineering Cost Management Measures

8.1 Preparation of construction drawing budget, responsibility budget and completion time of secondary decomposition.

8.2 Combining the bidding quotation, presenting the main change of the claim direction and the claim point to the owner ’s construction contract and the actual site.

8.3 Propose the key points and difficulties of cost management.

8.4 The system and system construction to be completed in accordance with the provisions of responsibility cost management.

8.5 It is planned to establish responsibility cost management and change the basic work account (details) of claims.

8.6 External labor services and materials to be tendered.

8.7 Strictly implement the monthly analysis and assessment system.

8.8 Change claims and settlement plan and update quarterly

Chapter 9: Technology Plan

The project chief engineer is responsible for the organization and implementation. Based on the in-depth study of the construction drawings, the technical difficulties and characteristics of the project are analyzed, and the scientific and technological innovation and engineering management are organically combined .

The specific contents of the scientific and technological plan include scientific and technological appraisal topics (results organized by provincial and ministerial level science and technology management units), scientific and technological acceptance topics (results organized and accepted by group companies), construction methods, patent results, QC group activity topics, scientific papers, and Tianyou Award, "Four New" technology application, green construction demonstration project project declaration and other plans.

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