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Lean Methods & Tools - 17 Phase planning (simple case) (EN)
unifiedconsulting
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1 week ago
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00:00
Welcome, everyone, to Unified Consulting Solutions, or UCS.
00:04
Our entire philosophy is about simplifying complexity to amplify performance.
00:09
And today, we are going to tackle one of the biggest challenges in the construction world,
00:13
how to deal with unpredictable projects.
00:16
We're going to dive deep into something called phase planning,
00:19
a really powerful technique from lean construction
00:21
that can transform project chaos into predictable success.
00:26
It's a key part of the last planner system,
00:28
which is all about empowering the people who actually do the work to plan the work.
00:32
So let's see how this can totally revolutionize your projects.
00:36
All right, here's how we're going to break it all down today.
00:39
First, we'll look at why the old-school ways of planning just don't work anymore.
00:43
Then we'll introduce phase planning and its four key steps.
00:47
We'll make it real with a simple case study,
00:50
explore the benefits, especially in the Indian context,
00:52
and then we'll wrap it all up.
00:54
Our goal here is pretty simple, really.
00:57
By the end of this, you'll have a solid grasp on how to take your projects from,
01:01
you know, that chaotic, unpredictable state to a smooth, efficient, and reliable flow.
01:07
Sound good?
01:08
Okay, let's get started.
01:10
So, first things first.
01:12
Why do we even need a new approach?
01:14
Well, to put it bluntly,
01:15
it's because the traditional way of planning projects is fundamentally broken.
01:18
I mean, just look at this number.
01:22
90%.
01:22
A staggering 90% of large projects go over budget.
01:27
And listen, this isn't just a string of bad luck.
01:29
No, it is the direct result of a flawed planning process
01:33
that creates this terrible domino effect
01:35
of delays, rework, and just plain bad coordination.
01:39
The root of the problem?
01:41
It's something called push planning.
01:43
Just imagine a planner sitting in an office,
01:45
creating a master schedule,
01:46
and then just pushing tasks out to the site.
01:49
So, the drywall team shows up on Tuesdays
01:51
simply because the calendar says so, right?
01:54
But what if the electrical work isn't even finished?
01:56
That's push planning in a nutshell.
01:58
And it's a recipe for chaos.
02:00
Now, the alternative,
02:02
that's pull planning.
02:03
And it's a complete mindset shift.
02:05
Work is only pulled to the next stage
02:07
when that stage is actually ready for it.
02:10
And the plan itself, it's built by the people on the ground.
02:13
So, what's the solution?
02:16
Where do we go from here?
02:17
Well, it's a huge shift in how we think about scheduling,
02:21
and it's called phase planning.
02:22
This is where we stop talking about theory,
02:25
and we start getting into a really practical,
02:27
collaborative system.
02:29
The real engine driving phase planning
02:31
is this powerful idea of pull planning.
02:33
Think about it.
02:34
Instead of starting at day one
02:36
and basically guessing our way to the end,
02:37
we flip the whole thing on its head.
02:40
We start at the finish line,
02:41
at a key milestone,
02:43
and we work backward.
02:44
It turns into a real conversation,
02:46
where the plumber can say directly to the electrician,
02:49
hey, for me to even start my work,
02:51
I absolutely need you to be completely finished
02:53
with X, Y, and Z.
02:54
Now, that is where the magic happens.
02:57
You know, this one simple change in perspective
02:59
is just incredibly powerful.
03:01
The whole conversation changes.
03:03
We stop asking,
03:04
okay, what can we do next?
03:05
And we start asking,
03:07
what must be complete right before our big milestone?
03:10
This makes sure that every single piece of work
03:12
directly enables the next critical step.
03:15
And that's how you create a smooth,
03:17
logical, and most importantly,
03:19
a reliable flow of work.
03:21
Okay, so this all sounds great in theory, right?
03:24
But how do you actually do it?
03:27
Well, let's break down a real phase planning session
03:30
into four straightforward steps.
03:31
Step one, define the finish line.
03:35
I mean, what does done really look like for this phase?
03:38
Be specific.
03:39
Step two, everyone does their homework.
03:42
Each trade comes to the meeting
03:43
already knowing their tasks, their durations,
03:45
and any problems they see coming.
03:47
Then comes the fun part.
03:49
Step three, you build the plan together.
03:52
This is where you see those big walls
03:53
covered in colorful sticky notes
03:55
as everyone works backward from the milestone.
03:57
And finally, step four, you validate it.
04:00
You don't just accept the plan.
04:01
You run a forward pass to make sure the logic is solid
04:03
and the timeline actually works.
04:05
Okay, theory is one thing,
04:07
but let's make this absolutely real.
04:09
We're gonna walk through these four steps
04:10
with a simple, everyday construction scenario
04:12
so you can see exactly how it works.
04:15
So picture this.
04:16
We're on a project,
04:17
working on the interior finishing
04:19
of a commercial building.
04:20
Our big milestone for this phase?
04:22
It's simple.
04:23
Get the area ready for the official drywall inspection.
04:26
We've got four weeks to do it,
04:27
and our key players are the framing,
04:30
electrical, plumbing, and HVAC teams.
04:32
So let's build this plan backward.
04:35
We start at the end in week four
04:37
with our milestone, the drywall inspection.
04:39
Now to pass that inspection,
04:40
what has to happen just before?
04:42
The drywall prep.
04:43
And who does that?
04:44
The framing team.
04:45
But they'll tell you,
04:46
hey, we can't do our prep work
04:47
until two things are done,
04:48
framing adjustments and the plumbing rough-in.
04:50
So that pulls us all the way back to week three.
04:53
Okay, and what needs to be done
04:54
before plumbing can start?
04:55
The electrical rough-in.
04:56
That's week two.
04:57
And before that?
04:58
The very first domino that needs to fall
04:59
is the HVAC rough-in, back in week one.
05:02
See what just happened?
05:03
We've just built a perfectly logical,
05:05
unbreakable chain of work.
05:07
And this is the incredible result of that process.
05:10
On the left, that's the old way,
05:12
the push schedule.
05:13
It's just a recipe for disaster, isn't it?
05:15
The electrician shows up
05:16
while the HVAC team is still in the way.
05:19
It's pure chaos.
05:20
But on the right, with the lean pull schedule,
05:23
that's a whole different story.
05:24
It's not just a to-do list.
05:26
It's a series of promises made between the teams.
05:28
And because they built it together, they own it.
05:31
The outcome?
05:31
A predictable four-week timeline,
05:33
not a four-week prayer.
05:35
Okay, so we see how it works,
05:37
but what are the real, tangible results
05:39
of this shift in thinking?
05:41
What does it actually deliver on the ground?
05:43
And let's bring this home.
05:45
What does this mean for the unique
05:47
and rapidly growing Indian construction landscape?
05:50
Well, the numbers here,
05:52
they really speak for themselves.
05:54
When teams focus on making sure a job
05:56
is truly ready before anyone starts,
05:58
the quality just skyrockets.
06:01
Projects that use phase planning
06:02
see a 40 to 60% drop in costly defects.
06:06
Just think about that.
06:07
That's a massive saving in time and money
06:09
and honestly, in pure frustration.
06:11
Now, let's talk specifically about the Indian context.
06:15
It has its own unique set of challenges
06:17
and frankly, massive opportunities.
06:20
Look, adoption is still in its early days
06:22
and we all know supply chains can be unpredictable,
06:25
but there is a huge push for change
06:27
happening right now.
06:29
You have government bodies
06:30
mandating these kinds of lean practices
06:31
for major infrastructure projects.
06:33
You have new tools
06:34
helping to break down language barriers on site.
06:37
The potential here is just enormous.
06:39
All right, let's bring it all together
06:42
and quickly recap the most important takeaways
06:44
from our look at phase planning.
06:46
If you remember nothing else from today,
06:49
make it these four principles.
06:50
Number one, work backward.
06:52
Always, always start with the end in mind.
06:55
Number two, collaborate.
06:57
Get the people who actually do the work
06:59
involved in planning the work.
07:01
Three, create a reliable flow.
07:03
You need to become obsessed with smooth handoffs
07:05
to get rid of all that waiting and waste.
07:07
And finally, number four, resolve constraints.
07:10
Be a problem hunter.
07:11
Find and fix issues before they can stop the work.
07:15
So, we've covered a lot of ground today.
07:18
We've seen how this one simple shift
07:19
from pushing work to pulling it
07:21
can make an incredible difference.
07:23
It's really about moving from chaos
07:25
to predictable success.
07:27
And now, you have a solid foundation
07:29
to start applying this in your own work.
07:32
And that's what we're all about here
07:33
at Unified Consulting Solutions.
07:35
Under the expert guidance of Dr. Maramuthu Kay,
07:38
our whole mission is to bring you
07:40
these kinds of practical, actionable insights
07:42
that you can use to really enhance
07:44
your project delivery.
07:46
So, I want to leave you with a little challenge.
07:49
This week, on your project,
07:50
find just one problem, big or small,
07:53
and ask yourself,
07:55
how could I apply this work backward principle
07:57
to solve it?
07:58
We would genuinely love to hear
08:00
how it goes for you.
08:01
Come join the conversation
08:02
and connect with other professionals
08:03
just like you in our LinkedIn community.
08:06
You'll find the link for that
08:07
down in the description.
08:07
And finally, for those of you
08:10
who want to dig a little deeper,
08:11
here are some of the excellent sources
08:13
we use to put this explainer together.
08:15
Thank you so much for joining us today,
08:17
and we look forward to seeing you in the next one.
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