A DESIGN MANAGEMENT DOCUMENT
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PROJECT DESIGN GUIDES
PROJECT DESIGN KPI's
PROJECT DESIGN GUIDE PROJECT KPI's
Project Name:
Project No.:
Date:
Name
Number
Date
SPECIFIC NOTES (relating to any particular project specific matters)
Document No.: PDG-PDG-PRO-KPI
Project name: / No. Last edited on: 3 July 2012
Date Created: 23rd April 2013
© Philip D G Yorke 2013
Date Revised:
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PROJECT DESIGN KPI's
QA Revision:
Revision description:
Revision date:
1 2 3
Edited to be project specific / Revised by: Name:
Position:
Signature:
Date:
Checked by: Name:
Position:
Signature:
Date:
Authorised by: Name:
Position:
Signature:
Date:
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PROJECT DESIGN GUIDES
PROJECT DESIGN KPI's
Guide to Project Design KPI's Introduction Contractors have for some time been seeking to create an effective Dashboard measure of design performance. Design in its wider context goes beyond designers performance and should be a measure of the whole design system. That is to say it is effected by a myriad of parties from Client brief, to Designers, to Contractors, to Statutory bodies, etc. This series of linked spreadsheets is one method of collating data to provide information upon which high-level decisions can be made. Decisions about design management, designers performance, the choice of procurement route, or even the system itself. This KPI spreadsheet is a 'working brief'. It can be used in a limited capacity to trial the process. The ideal scenario is for this process to be developed into a Company intranet system, based around database software. Information collated from KPI systems are sensitive and should be treated as confidential. Only scores relating to companies or individuals should be shared with those companies or individuals. Strategy Ensure Board or Division level agreement and authorisation before embarking on this tool. The outputs will need to be recognised by the business. The categories for this KPI spreadsheet are taken directly from Project Design Guide processes, thereby tying together the processes on this website into a whole system. The processes have been categorised into Mandatory, Advisory and Potentially useful (MAP). It is the Mandatory ones that are scored here. For your KPI process you will need to decide which categories to score. Note that this needs to be consistent for all project to gather comparable and meaningful data. You will also need to decide if you are measuring monthly or by stage. This really comes down to the resources available and more importantly the detail of feed-back you wish to analyse. This tool has been set up for stage reviews for simplicity. If you are using this tool as the basis to create your own KPI system, start by thinking about your business, client or sector needs, (or how to bring all 3 together) a smart way to measure them, if there will be a weighting system. Once you have this, create the guides and tools to suit, in a top down fashion. The tabs Title sheet. QA sheet - to record when your tools was created, who authorised it, and amendment made over time. Guide - This explanation to the tool. Weighting system - A universal weighting system is to be applied to ensure an even basis for scoring. Project & Consultant Details - to log the key information KPI Dashboard - Summary data for a series of projects over a chosen time period. Designers Data Input Tabs - for individual projects, by discipline (or company for multi discipline). Record by stage or by month. Project Totals - Individual project totals that feeds into the KPI Dashboard. Repeat 2 tabs above for other projects.
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PROJECT DESIGN GUIDES
PROJECT DESIGN KPI's
KPI-01
Notes: To be undertaken in stages and/or regular periods, amend to suit. When identifying KPI's to measure use the MAP breakdown. Decise what criteria are Manditory, Advisory and Potenially useful. Decide if a weighting should be applied to the more important criteria. Stages to be amended to suit services commissioned. Benchmark developed as database increases.
Project Details Project details Ref. Start Date SoS Date Contract P.C. Date P.C. Date Sector Building type Client Master plan Project Main contract
Consultant details Architect Company name Directors in charge (name) Project Lead (name) Project office Address Project Office Phone number Project Lead Mobile number Project Lead Email Appointment doc
Consultant details Structural Engineer Company name Directors in charge (name) Project Lead (name) Project office Address Project Office Phone number Project Lead Mobile number Project Lead Email Appointment doc
Consultant details MEPh Engineer Company name Directors in charge (name) Project Lead (name) Project office Address Project Office Phone number Project Lead Mobile number Project Lead Email Appointment doc Add in additional staff as required.
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PROJECT DESIGN GUIDES
PROJECT DESIGN KPI'S
Project Design KPI Dashboard 5 yr period from - to:
2008
2013
OR LAST 5 PROJECTS
Average stage Scores by Project 9.0 8.0 7.0 KPI-01
6.0
KPI-02
5.0
KPI-03 4.0
KPI-04
3.0
KPI-05 Average
2.0 1.0 0.0 2
3
Tender
n/a 6.5 6.2 4.4 7.7 7.7
Scheme Design 2 4.9 4.7 7.4 6.0 4.9
7 6.5 -0.5
7 5.6 -1.4
Manditory Category Score by Project KPI-01 PDG A00.1 ‘COMPETENCE 7.0 STATEMENT AND ASSESSMENT’
Build
3 7.1 6.2 4.9 7.9 7.1
Coordinated Final Design 4/5 4.2 6.1 6.6 7.6 6.7
7 6.6 -0.4
7 6.2 -0.8
7 4.9 -2.1
6 6.4 3.9 5.1 5.4 3.9
Differecnce +/-
KPI-01 KPI-02 KPI-03 KPI-04 KPI-05 KPI-06 KPI-07 KPI-08 KPI-09 KPI-10 Add as required Target Score Average Differecnce +/-
6
Average
Work winning
4/5
Target Score
n/a
7.0
7.0
7.0
7.0
7
7.0
0.0
KPI-02
KPI-03
KPI-04
KPI-05
PDG A03 ‘DESIGN PROGRAMME & DELIVERABLES’
5.3
6.5
5.3
6.5
6.5
7
6.0
-1.0
PDG A06 ‘CONTRACT SCHEDULES & DESIGN PROCESSES’
5.5
5.5
7.0
5.5
5.5
7
5.8
-1.2
PDG D01 ‘DESIGN DASHBOARD’ appendix A
6.8
8.0
7.0
8.0
8.0
7
7.6
0.6
PDG D01 ‘DESIGN DASHBOARD’ appendix B
5.1
4.0
7.3
5.0
4.0
7
5.1
-1.9
6.5
4.8
6.5
6.8
4.8
7
5.9
-1.2
2.9 4.9 5.4 6.6 6.2
2.8 4.4 4.4 4.0 7.2
4.0 4.0 5.2 5.6 6.4
6.4 6.8 7.4 7.4 7.2
3.6 5.4 6.2 7.4 7.2
7 7 7 7 7
3.9 5.1 5.7 6.2 6.8
-3.1 -1.9 -1.3 -0.8 -0.2
PDG D07 ‘CHANGE CONTROL PROCEDURE’ H&S / CDM compliance Client relationship Contractor relationship Team leading Team working
Project name: / No. Last edited on: 3 July 2012
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PROJECT DESIGN GUIDES
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Project Design KPI Score sheet Project name & Number: KPI-01 This needs to be layered to capture scores for all consultants on a project. Consultant: Architect Notes: To be undertaken in stages and/or regular periods, amend to suit. When identifying KPI's to measure use the MAP breakdown. Decise what criteria are Manditory, Advisory and Potenially useful. Decide if a weighting should be applied to the more important criteria. Stages to be amended to suit services commissioned. Benchmark developed as database increases.
QA (PDG's or similar used? List and score each document) Stages Work winning
Tender
n/a Jan
Scheme Design 2 Feb
Build
3 Mar
Coordinated Final Design 4/5 Apr
6
n/a ?
n/a ?
n/a?
n/a ?
Average 6.0
PDG A00.1 ‘COMPETENCE STATEMENT AND ASSESSMENT’
7
n/a ?
n/a ?
n/a ?
n/a ?
7.0
PDG A01 ‘SCHEDULE OF SERVICES (SOS)’
8
6
6
2
6
5.6
PDG A02 ‘DESIGN RESPONSIBILITY MATRIX (DRM)’
9
7
6
3
4
5.8
PDG A03 ‘DESIGN PROGRAMME & DELIVERABLES’
7
5
8
6
n/a ?
3.0
PDG A04 ‘DESIGN REVIEW & AUTHORITY PLAN’
9
1
10
4
4
5.6
n/a ?
5
n/a ?
6
n/a ?
5.5
PDG D01 ‘DESIGN DASHBOARD’ appendix A
8
7
8
4
n/a ?
6.8
PDG D01 ‘DESIGN DASHBOARD’ appendix B
n/a ?
2
n/a ?
3
9
4.7
PDG D02 ‘COMMUNICATIONS PLAN’
10
7
10
3
9
7.8
PDG D03 ‘DESIGN INFORMATION FLOW MAPPING’
1
5
5
2
n/a ?
3.3
PDG D04 ‘DOCUMENT PROTOCOLS’
7
8
9
4
8
7.2
PDG D05 spare / BIM
n/a ?
n/a ?
n/a ?
n/a ?
n/a ?
n/a
PDG D06 ‘RFI PROCEDURES’ PDG D07 ‘CHANGE CONTROL PROCEDURE’
8 n/a ?
6 5
6 9
9 3
9 9
7.6 6.5
PDG D08 ‘QUALITY CONFORMANCE’ PDG L01 ‘AUDIT’ PDG L02 ‘CONSULTANT COST TREND’
n/a ? n/a ? 9
n/a ? n/a ? 2
n/a ? n/a ? 2
4 n/a ? 2
9 n/a ? 9
6.5 n/a 4.8
H&S / CDM compliance Client relationship Clients feed-back (if any) Contractor relationship Team leading Team working
8 10 10 6 8 7
1 5 1 5 8 7
1 6 10 9 8 7
4 1 3 5 5 3
4 5 4 2 4 7
3.6 5.4 5.6 5.4 6.6 6.2
Average score (excl. n/a)
7.7
4.9
7.1
3.8
6.4
6.0
RIBA Stages Monthly Catagories PDG A00 ‘CONSULTANT APPOINTMENT STRATEGY AND CAM’
PDG A06 ‘CONTRACT SCHEDULES & DESIGN PROCESSES’
Project name: / No. Last edited on: 3 July 2012
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Bonuses achieved (if any) Warning letters / emails written Put on Notice! Monthly / stage comment:
www.projectdesignguides.com
Yes / NO Yes / NO Yes / NO Value added, Problem solving, Exemplary documentation,
Yes/No Yes/No Yes/No
Yes/No Yes/No Yes/No
Key: Manditory Advsiable Potentially useful
Project name: / No. Last edited on: 3 July 2012
Yes/No Yes/No Yes/No
Yes/No Yes/No Yes/No
Key: 1-4 5-7 8-10 n/a?
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PROJECT DESIGN GUIDES
PROJECT DESIGN KPI's
Project Design KPI Score sheet Project name & Number: KPI-01 Consultant: Structural Engineer Notes: To be undertaken in stages and/or regular periods, amend to suit. When identifying KPI's to measure use the MAP breakdown. Decise what criteria are Manditory, Advisory and Potenially useful. Decide if a weighting should be applied to the more important criteria. Stages to be amended to suit services commissioned. Benchmark developed as database increases.
QA (PDG's or similar used? List and score each document) Stages Work winning
Tender
n/a Jan
Scheme Design 2 Feb
Build
3 Mar
Coordinated Final Design 4/5 Apr
6
n/a ?
n/a ?
n/a?
n/a ?
Average 6.0
PDG A00.1 ‘COMPETENCE STATEMENT AND ASSESSMENT’
7
n/a ?
n/a ?
n/a ?
n/a ?
7.0
PDG A01 ‘SCHEDULE OF SERVICES (SOS)’
7
6
6
2
6
5.4
PDG A02 ‘DESIGN RESPONSIBILITY MATRIX (DRM)’
6
7
6
3
4
5.2
PDG A03 ‘DESIGN PROGRAMME & DELIVERABLES’
7
5
8
6
n/a ?
6.5
PDG A04 ‘DESIGN REVIEW & AUTHORITY PLAN’
6
1
10
4
4
5.0
n/a ?
5
n/a ?
6
n/a ?
5.5
PDG D01 ‘DESIGN DASHBOARD’ appendix A
8
7
8
4
n/a ?
6.8
PDG D01 ‘DESIGN DASHBOARD’ appendix B
n/a ?
2
n/a ?
3
9
4.7
PDG D02 ‘COMMUNICATIONS PLAN’
10
7
10
3
9
7.8
PDG D03 ‘DESIGN INFORMATION FLOW MAPPING’
1
5
5
2
n/a ?
3.3
PDG D04 ‘DOCUMENT PROTOCOLS’
7
8
9
4
8
7.2
PDG D05 spare / BIM
n/a ?
n/a ?
n/a ?
n/a ?
n/a ?
n/a
PDG D06 ‘RFI PROCEDURES’ PDG D07 ‘CHANGE CONTROL PROCEDURE’
8 n/a ?
6 5
6 9
9 3
9 9
7.6 6.5
PDG D08 ‘QUALITY CONFORMANCE’ PDG L01 ‘AUDIT’ PDG L02 ‘CONSULTANT COST TREND’
n/a ? n/a ? 4
n/a ? n/a ? 2
n/a ? n/a ? 2
4 n/a ? 2
9 n/a ? 9
6.5 n/a 3.8
3 6 6 6 8 7
1 5 1 5 8 7
1 6 10 9 8 7
4 1 3 5 5 3
4 5 4 2 4 7
2.6 4.6 4.8 5.4 6.6 6.2
5.9
4.9
7.1
3.8
6.4
5.6
RIBA Stages Monthly Catagories PDG A00 ‘CONSULTANT APPOINTMENT STRATEGY AND CAM’
PDG A06 ‘CONTRACT SCHEDULES & DESIGN PROCESSES’
H&S / CDM compliance Client relationship Clients feed-back (if any) Contractor relationship Team leading Team working Average score (excl. n/a)
Project name: / No. Last edited on: 3 July 2012
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A DESIGN MANAGEMENT DOCUMENT
Bonuses achieved (if any) Warning letters / emails written Put on Notice! Monthly / stage comment:
www.projectdesignguides.com
Yes / NO Yes / NO Yes / NO Value added, Problem solving, Exemplary documentation,
Yes/No Yes/No Yes/No
Yes/No Yes/No Yes/No
Key: Manditory Advsiable Potentially useful
Project name: / No. Last edited on: 3 July 2012
Yes/No Yes/No Yes/No
Yes/No Yes/No Yes/No
Key: 1-4 5-7 8-10 n/a?
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poor average good n/a
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PROJECT DESIGN GUIDES
PROJECT DESIGN KPI's
Project Design KPI Score sheet Project name & Number: KPI-01 Consultant: MEPh Engineer Notes: To be undertaken in stages and/or regular periods, amend to suit. When identifying KPI's to measure use the MAP breakdown. Decise what criteria are Manditory, Advisory and Potenially useful. Decide if a weighting should be applied to the more important criteria. Stages to be amended to suit services commissioned. Benchmark developed as database increases.
QA (PDG's or similar used? List and score each document) Stages Work winning
Tender
n/a Jan
Scheme Design 2 Feb
Build
3 Mar
Coordinated Final Design 4/5 Apr
6
n/a ?
n/a ?
n/a?
n/a ?
Average 6.0
PDG A00.1 ‘COMPETENCE STATEMENT AND ASSESSMENT’
7
n/a ?
n/a ?
n/a ?
n/a ?
7.0
PDG A01 ‘SCHEDULE OF SERVICES (SOS)’
7
6
6
5
6
6.0
PDG A02 ‘DESIGN RESPONSIBILITY MATRIX (DRM)’
6
7
6
5
4
5.6
PDG A03 ‘DESIGN PROGRAMME & DELIVERABLES’
7
5
8
6
n/a ?
6.5
PDG A04 ‘DESIGN REVIEW & AUTHORITY PLAN’
6
1
10
4
4
5.0
n/a ?
5
n/a ?
6
n/a ?
5.5
PDG D01 ‘DESIGN DASHBOARD’ appendix A
8
7
8
4
n/a ?
6.8
PDG D01 ‘DESIGN DASHBOARD’ appendix B
n/a ?
2
n/a ?
7
9
6.0
PDG D02 ‘COMMUNICATIONS PLAN’
10
7
10
7
9
8.6
PDG D03 ‘DESIGN INFORMATION FLOW MAPPING’
1
5
5
7
n/a ?
4.5
PDG D04 ‘DOCUMENT PROTOCOLS’
7
8
9
4
8
7.2
PDG D05 spare / BIM
n/a ?
n/a ?
n/a ?
n/a ?
n/a ?
n/a
PDG D06 ‘RFI PROCEDURES’ PDG D07 ‘CHANGE CONTROL PROCEDURE’
8 n/a ?
6 5
6 9
9 8
9 9
7.6 7.8
PDG D08 ‘QUALITY CONFORMANCE’ PDG L01 ‘AUDIT’ PDG L02 ‘CONSULTANT COST TREND’
n/a ? n/a ? 4
n/a ? n/a ? 2
n/a ? n/a ? 2
4 n/a ? 5
9 n/a ? 9
6.5 n/a 4.4
3 6 6 6 8 7
1 5 1 5 8 7
1 6 10 9 8 7
4 1 3 5 5 3
4 5 4 2 4 7
2.6 4.6 4.8 5.4 6.6 6.2
5.9
4.9
7.1
5.1
6.4
5.9
RIBA Stages Monthly Catagories PDG A00 ‘CONSULTANT APPOINTMENT STRATEGY AND CAM’
PDG A06 ‘CONTRACT SCHEDULES & DESIGN PROCESSES’
H&S / CDM compliance Client relationship Clients feed-back (if any) Contractor relationship Team leading Team working Average score (excl. n/a)
Project name: / No. Last edited on: 3 July 2012
© Philip D G Yorke 2013
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A DESIGN MANAGEMENT DOCUMENT
Bonuses achieved (if any) Warning letters / emails written Put on Notice! Monthly / stage comment:
www.projectdesignguides.com
Yes / NO Yes / NO Yes / NO Value added, Problem solving, Exemplary documentation,
Yes/No Yes/No Yes/No
Yes/No Yes/No Yes/No
Key: Manditory Advsiable Potentially useful
Project name: / No. Last edited on: 3 July 2012
Yes/No Yes/No Yes/No
Yes/No Yes/No Yes/No
Key: 1-4 5-7 8-10 n/a?
Š Philip D G Yorke 2013
poor average good n/a
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Project Design KPI Totals Project name & Number: KPI-01 Consultant: Totals of Architecture, Structural engineer & MEPh engineers Notes: To be undertaken in stages and/or regular periods, amend to suit. When identifying KPI's to measure use the MAP breakdown. Decise what criteria are Manditory, Advisory and Potenially useful. Decide if a weighting should be applied to the more important criteria. Stages to be amended to suit services commissioned. Benchmark developed as database increases.
QA (PDG's or similar used? List and score each document) Stages Work winning RIBA Stages Monthly
n/a Jan
Scheme Design 2 Feb
Tender 3 Mar
Coordinated Final Design 4/5 Apr
Build 6 May
Catagories PDG A00 ‘CONSULTANT APPOINTMENT STRATEGY AND CAM’
Average 6.0
PDG A00.1 ‘COMPETENCE STATEMENT AND ASSESSMENT’
7.0
PDG A01 ‘SCHEDULE OF SERVICES (SOS)’
5.7
PDG A02 ‘DESIGN RESPONSIBILITY MATRIX (DRM)’
5.5
PDG A03 ‘DESIGN PROGRAMME & DELIVERABLES’
5.3
PDG A04 ‘DESIGN REVIEW & AUTHORITY PLAN’
5.2
PDG A06 ‘CONTRACT SCHEDULES & DESIGN PROCESSES’
5.5
PDG D01 ‘DESIGN DASHBOARD’ appendix A
6.8
PDG D01 ‘DESIGN DASHBOARD’ appendix B
5.1
PDG D02 ‘COMMUNICATIONS PLAN’
This section is not used for project totals.
8.1
PDG D03 ‘DESIGN INFORMATION FLOW MAPPING’
3.7
PDG D04 ‘DOCUMENT PROTOCOLS’
7.2
PDG D05 spare / BIM
#VALUE!
PDG D06 ‘RFI PROCEDURES’ PDG D07 ‘CHANGE CONTROL PROCEDURE’
7.6 6.9
PDG D08 ‘QUALITY CONFORMANCE’ PDG L01 ‘AUDIT’ PDG L02 ‘CONSULTANT COST TREND’
6.5 #VALUE! 4.3
H&S / CDM compliance Client relationship Clients feed-back (if any) Contractor relationship Team leading Team working Average score (excl. n/a)
Project name: / No. Last edited on: 3 July 2012
2.9 4.9 5.1 5.4 6.6 6.2 6.5
4.9
7.1
© Philip D G Yorke 2013
4.2
6.4
5.8
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Bonuses achieved (if any) Warning letters / emails written Put on Notice! Monthly / stage comment:
www.projectdesignguides.com
Yes / NO Yes / NO Yes / NO Value added, Problem solving, Exemplary documentation,
Yes/No Yes/No Yes/No
Yes/No Yes/No Yes/No
Key: Manditory Advsiable Potentially useful
Project name: / No. Last edited on: 3 July 2012
Yes/No Yes/No Yes/No
Yes/No Yes/No Yes/No
Key: 1-4 5-7 8-10 n/a?
Š Philip D G Yorke 2013
poor average good n/a
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