12/15/2008

Planning the BIM Execution Process

John I.
I Messner,
Messner Ph.D.
Ph D
Associate Professor of Architectural Engineering
Director, Computer Integrated Construction Research Program
The Pennsylvania State University

© John Messner 2008

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The Challenge

Develop a BIM project execution plan for a project

which defines the appropriate
pp p uses for BIM on a
project and the information exchanges between
the various uses.

BIM Project Execution Planning Process

Structural
Engineer Operator
Typical Methods

Architect
Typical Methods
BIM Use
Process
Structural BIM Use BIM Use
Eng.
Typical Methods
Process Process
BIM Use BIM Use CM Operator Contractor
Process Process
Electrical
Architect
Eng.
g
Mechanical Typical Methods
Engineer BIM Use

Process
Mechanical

Typical Methods

© John Messner 2008

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Project Execution Planning for

Building Information Modeling

A buildingSMART Alliance project sponsored by:

• The Charles Pankow Foundation
• Construction Industry Institute (CII)
• Penn State Office of Physical Plant (OPP)
• PACE

Project Goal

Develop a guide that will focus on the decisions

required
q to implement
p Buildingg Information
Modeling throughout the stages of a building
project:
ƒ Planning
ƒ Design
ƒ Construction
ƒ Operations
O

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Project Deliverables

ƒ BIM Execution Planning Guide

Includes decision matrix and guidelines for BIM implementation at
various project phases.
phases

ƒ BIM Execution Planning Application

Easy to use application for guiding a team through the decisions
required for BIM implementation.

© John Messner 2008

Project Overview

• Identify BIM methods and implementation strategies

organized by project phase
• Planning, Design, Construction, Operations
• Develop implementation guidelines and best practice methods
• Disseminate the results
• BIM Execution Planning Guide
• Interactive execution planning computer tool
• Presentations at national conferences e.g. buildingSMART, AIA, AGC
BIMForum, etc.
• Articles in industryy and academic publications
p

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Team Members

•Board of Advisory
•Deke Smith – Executive Director of buildingSMART Alliance (Industry Champion)
•Victor Sanvido – Ph.D., Senior Vice President, Southland Industries
•Francois Grobler – Ph.D., US Army CERL and IAI ‐ North America
•Steve Hagan – Project Knowledge Center, U.S. General Services Administration
•Soad Kousheshi – President, AEC Strategy
•Ed Gannon – Manager of Design Services, Penn State Office of Physical Plant
•Mark Falzarano – Barton Malow Company
•Mark Butler – HDR
•Derek Cunz – Director of Project Development, Mortenson Construction
• Mark Konchar‐ Vice President – Balfour Beatty Construction
• CIC Research Program Team Members
• John Messner – Director of the CIC Research Program
Chimay Anumba – Professor and Head of Architectural Engineering
•Chimay
•Sam Hunter – Assist. Professor of Psychology
•Craig Dubler – PhD Student, Architectural Engineering (Construction)
•Colleen Kasprzak – MS Student, Architectural Engineering (Operations)
•Chitwan Saluja – MS Student, Architectural Engineering (Planning)
•Nevena Zikic – MS Student, Architectural Engineering (Design)
•Shane Goodman – BAE/MAE Student, Architectural Engineering
• Sponsor Represenatives
•Bob Tener – Director, The Charles Pankow Foundation
•Steve Thomas – Director of Research, The Construction Industry Institute

Design
System Analysis Estimation Scheduling
Communication
ƒ Existing Conditions
ƒ Preliminary Cost
Plan Modeling ƒ Site Selection ƒ Phase Planning
Estimation
ƒ Programming

ƒ Site Analysis
ƒ Engineering Analysis
(Structural Energy,
(Structural, Energy
ƒ Design Authoring
Lighting , CFD, IAQ
ƒ Design Reviews
Evaluation, Thermal ƒ Phase Planning
Design (Constructability, 3D ƒ Cost Estimation
Performance) (Tenant Fit‐out)
Design Coordination,
ƒ Code Validation
Virtual Mock‐ups)
(Emergency Evacuation,
Security Analysis)
ƒ LEED Evaluation

ƒ 3D MEP Coordination
ƒ 4D Planning
ƒ Digital Fabrication
Construct ƒ 3D System Design ƒ Unit Price Estimating ƒ Site Utilization
ƒ 3D Control and
Planning Planning

ƒ Record Model
ƒ Asset Management ƒ Building
ƒ Space Management/ ƒ Building Performance ƒ Maintenance Cost Maintenance
Operate Tracking Analysis Estimation ƒ Renovation
ƒ Disaster/Emergency Coordination
Planning
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BIM USE
from WIKI
bimex.wikispaces.com

Execution Planning Process Concept:

“Begin with the End in Mind”

Operation Construction Design Planning

D S E S D S E S D S E S D S E S

First Pass = Use

Operation Construction Design Planning

D S E S D S E S D S E S D S E S

Second Pass = Who creates it? What Platform?

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Execution Planning Process

• Identify the tasks that will

BIM Use include some authoring or
use of information from a
Id tifi ti
Identification BIM on the project

• Develop a process tailored

to the project which
BIM Process includes tasks supported by
Planning BIM along with information
exchange requirements

Project X
• Development of a detailed
BIM Execution plan and procedure for each BIM
Plan use and the information Execution
flow between the uses
Development Plan

© John Messner 2008

Execution Planning Process

• Identify the tasks that will

BIM Use include some authoring or
use of information from a
Id tifi ti
Identification BIM on the project

• Develop a process tailored

to the project which
BIM Process includes tasks supported by
Planning BIM along with information
exchange requirements

Project X
• Development of a detailed
BIM Execution plan and procedure for each BIM
Plan use and the information Execution
flow between the uses
Development Plan

© John Messner 2008

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Execution Planning Categories

• Critical project overview information, contractual requirements related to

Project Reference Information BIM, and key project contacts

Project Goals / • Document the underlying purpose for BIM implementation on the project
BIM Objectives
Obj ti and why key BIM use decisions where made

• Develop process maps for project activities related to BIM

BIM Process Design
• Define information exchanges
Delivery Strategy /
• Definition of the delivery structure, selection, and contracting
Contract
• Include model elements by discipline, level of detail, and specific
BIM Scope Definitions attributes

Organizational Roles and • Define the roles of each organization along with responsibilities
Responsibilities • Define contracting strategies for organizations
• Electronic communication procedures
Communication Procedures
• Meeting communication procedures
Technology Infrastructure • Hardware, software, space, and networking
Needs requirements
• Identify the methods to ensure model accuracy and
Model Quality Control Procedures comprehensiveness

© John Messner 2008

Execution Planning Categories

• Critical project overview information, contractual requirements related to

Project Reference Information BIM, and key project contacts

Project Goals / • Document the underlying purpose for BIM implementation on the project
BIM Objectives
Obj ti and why key BIM use decisions where made

• Develop process maps for project activities related to BIM

BIM Process Design
• Define information exchanges
Delivery Strategy / • Definition of the delivery structure, selection, and contracting
Contract
• Include model elements by discipline, level of detail, and specific
BIM Scope Definitions attributes

Organizational Roles and • Define the roles of each organization along with responsibilities
Responsibilities • Define contracting strategies for organizations
• Electronic communication procedures
Communication Procedures
• Meeting communication procedures
Technology Infrastructure • Hardware, software, space, and networking
Needs requirements
• Identify the methods to ensure model accuracy and
Model Quality Control Procedures comprehensiveness

© John Messner 2008

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Making an Argument for a

Project Specific Process Plan for
BIM Implementation

Premise 1

Generic process models (maps) for the

facility delivery process can be
developed to aid in the project planning
process for BIM.

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Integrated Building Process Model (IBPM)

Integrated Building Process Model (IBPM)

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Example Process: Construct Facility

Process Protocol

Includes 10 phases of the project lifecycle, the main

participants enacting the process, the deliverables of the
process and the way in which the process is managed through
the phase review process.

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Process Protocol Phases

• Portfolio requirements • Coordinated design (and

• Conception of Need procurement)
• Outline Feasibility • Production Information
• Substantive Feasibility • Construction
• Outline conceptual • Operation and
design maintenance
• Full conceptual design • Disposal

Phase 0: Demonstrating the need

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Phase 8: Construction

We need to continue to build the generic

process maps
p p to support
pp the level of detail
needed for BIM project execution planning.

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Premise 2

Project teams can create a project specific

process map which defines the activities
and information exchanges for their
project.

Planning the Information Requirements

for an Activity

What Information Activity What Information

What Format(s) What Format(s)

Who is responsible
What application(s)

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Process Planning Concept Example

From Generic To Project Specific

Innovaya Takeoff
METHOD 1

Revit Takeoff
METHOD 2

Quantity
QTO Takeoff
Takeoff METHOD 3

Generic Process Vico Estimator Takeoff

METHOD 4

Tocoman Takeoff
METHOD 5

Project Specific Process

© John Messner 2008

Process Planning Concept

Node B: Develop Assembly Cost Estimate

Option 1

Option 2

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BIM Use Example: From Generic to Specific

Method

Method 1: Innovaya Takeoff

Method 2: Revit Takeoff

© John Messner 2008

BIM Use Example: Develop Assembly Cost Estimate

© John Messner 2008

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Business Process Modeling Notation

(BPMN)
BPMN is a graphical representation for specifying business processes in a workflow.

Element Description Notation

Event There are three types of Events, based on when
they affect the flow: Start, Intermediate, and End.

Activity An activity is a generic term for work that company

performs
Sequence Flow A Sequence Flow is used to show the order that
activities will be performed in a Process

Association An Association is used to associate information with

j
Flow Objects.
Data Object Data Objects are considered Artifacts because they
do not have any direct effect on the Sequence Flow
or Message Flow of the Process, but they do
provide information about what activities require to
be performed and/or what they produce

© John Messner 2008

BIM Use Example: Develop Assembly Cost Estimate

© John Messner 2008

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BIM Use Example: Develop Assembly Cost Estimate

Information Delivery
Manual (IDM)

Exchange
Requirements
R i t

Source: AIA E202

© John Messner 2008

From planning software to planning project

execution

Process Mapping for Process Mapping for

Software Project Planning
Implementation

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Premise 3

Enterprises can develop template

process maps for activities that they
perform within the delivery process.

BIM Project Execution Planning Process

Structural
Engineer Operator
Typical Methods

Architect
Typical Methods
BIM Use
Process
Structural BIM Use BIM Use
Eng.
Typical Methods
Process Process
BIM Use BIM Use CM Operator Contractor
Process Process
Electrical
Architect
Eng.
g
Mechanical Typical Methods
Engineer BIM Use

Process
Mechanical

Typical Methods

© John Messner 2008

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Conclusions

If:
– We start with a generic process map of the delivery process
with potential activities which use BIM
– We develop a project specific map from enterprise template
maps
Then:
– We can develop a well designed project process model for
BIM implementation and gain the benefits of the planning
process:
• Dependable workflow
• Well defined information exchanges
• Better communication of requirement
• Predictable outcome

Acknowledgements

• buildingSMART Alliance Project Sponsors

• The Charles Pankow Foundation
• The Construction Industry Institute (CII)
• Penn State Office of Physical Plant
• Partnership for Achieving Construction Excellence (PACE)
• BIM Execution Planning Team
• Advisory Board
• Research Team

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If:
– We start with a generic process map of the delivery process with potential
activities which use BIM
– We develop a project specific map from enterprise template maps
Then:
– We can develop a well designed project process model for BIM
implementation and gain the benefits of the planning process:
• Dependable workflow
• Well defined information exchanges
• Better communication of requirement
• Predictable outcome

For More Information Contact:

John I. Messner
[email protected]

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