Aerial view of a solar plant under construction, with a crane between the panel rows

Method

Planning and schedule control

We structure planning around a master plan per technology and country, from which each project's schedule is derived, and an update cycle designed to detect delays while they can still be recovered.

Photo: Vlad Burac, Unsplash License

Most developers we know have good planners and a scheduling standard. Where we usually find room is in schedules across the portfolio sharing one structure, in modelling the dependencies that really drive the date, such as permitting, main supplies and the construction window, and in each update flagging a delay while it can still be recovered. We work with Primavera P6, Microsoft Project or whichever tool the company already has.

Our view

  1. 01

    Each technology and each country has its master plan, with reference durations and dependencies, and every project starts from it. The portfolio becomes comparable and each finished project recalibrates the next.

  2. 02

    The schedule shares its WBS with the budget, so that time and cost are read on the same structure.

  3. 03

    The milestone trend tells management more than the percentage complete. A commissioning date that slips a little in every update is often the first sign of a major delay.

What we deliver

We propose the deliverables in this order, and the company decides how far it wants to go.

  • The master plan by technology and country, built with the team from its past projects.
  • The scheduling standard, with the WBS, level of detail, calendars, codes and update rules.
  • The control cycle and its reports, with the milestone trend, the critical path and the actions.
  • Probabilistic forecasting of milestones, based on the company's own history.
  • Training for the team, and the indicators and meetings the company uses to follow the process, with our support if needed.

Agents and tailored tools

Where there is enough volume, and if the company wishes, an agent checks each schedule update against the company's history and flags the activities that depart from the pattern. It can also read site reports, propose the progress of each activity and prepare the variance analysis for the monthly cycle. The planner validates the update and the Project Manager decides the actions.

What it connects to

The master plan starts from the feasibility schedule assumptions, the standard durations corrected by lessons learned and the owners in the RACI. The schedule spreads the CAPEX control budget over time, takes in the schedule effect of the risks and sets the dates of each readiness checklist and each handover. The schedule takes the data that already exists in other processes instead of asking for it again, and that is what a connected PMO comes down to.

What the diagnostic checks in this area

  • Do projects of the same technology and country start from a common master plan, with reference durations based on previous projects?
  • Can management see, at every update, how the forecast commissioning date is moving and which critical activities are pushing it back?

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The other areas

  1. 00

    Governance and RACI

    We help the company set who decides, who carries out and who is accountable for each task in its projects, with a RACI matrix shared across the portfolio. It is the base on which the other processes rest.

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  2. 01

    Feasibility and gates

    A renewable project goes through several investment decisions before it is built, from the feasibility study that takes it out of prospecting to secured offtake. We help the company take all its projects through the same phases and the same gates, with written gate criteria and a capitalisation policy consistent with them.

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  3. 02

    Risk management

    We implement a risk register common to the whole portfolio, opened at feasibility, that gives each risk an owner and a plan and, where appropriate, a specific share of the contingency.

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  4. 04

    CAPEX control

    We organise CAPEX control around the final cost forecast, updated every month line by line and connected to the financial model, so that every deviation is read in terms of returns and answered with a quantified recovery plan.

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  5. 05

    Contracts and changes

    We put order into the contracting strategy, the interfaces between contractors and the control of changes and claims, so that every variation is valued before it is approved and no contractual deadline expires without anyone noticing.

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  6. 06

    Readiness

    We design the readiness lists for the three gates of a project, into development, construction and operations, so that each step is signed off by the person accountable for it and any gaps the project moves ahead with have an owner and a date.

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  7. 07

    Document management

    Dozens of companies take part in a renewable project and produce thousands of documents, many of which remain necessary for the whole life of the asset. We design the document management system so that this information is reliable from development onwards and arrives complete at every change of phase and every due diligence.

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  8. 08

    Handover

    The three transfers in a renewable project, from development to construction, from construction to operations and from the project to asset management, tend to be the points at which most information is lost. We design each one as a formal acceptance, with a package defined from the start of the phase and minutes signed by both the party handing over and the party receiving.

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  9. 09

    Lessons learned

    We design the lessons learned process so that every significant lesson ends in a change to the company’s standards, such as a procedure, a contract template or a time or cost estimate, before the next project starts.

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