A schedule is aligned when it meets the essential statement and is signed off by the appropriate parties. The essential statement is then expanded upon to offer greater insight into the actual mechanics of the metric. A1, below, is an example of a well thought out, well-defined metric.
| Schedule Deliverable Core Traits |
20-Trait Protocol Essential Statement |
Selected Supporting Best Practices & Indicators of Schedule Reliability |
|
|---|---|---|---|
| A1 | Aligned | The schedule portrays a viable plan that aligns with the,contractor planning basis and the procurement approach, and that takes into,account subcontractors’ schedules; the schedule is supported by a narrative | The contract schedule is signed off. The narrative documents involvement in the development of the schedule by contractor management and supervision personnel and by subcontractors with 2% or more of the contract and/or work on the critical path | |
| A2 | Complete | The entire work, including specified responsibilities of,the owner, owner’s consultants and third parties, is captured by and, discernible from the activities, logic ties, milestones, and benchmarks | Activities are developed using the WBS context inherent in,the drawings and specifications and/or BIM database ▪ Every WBS element has at least one associated activity ▪ Useful codes are provided to organize, filter, and roll up level 3 schedule activities | |
| A3 | Conforming | The schedule substantiates compliance with contract dates, specified sequences and other contract conditions governing schedule,performance; the initial schedule data date is the contract start date | NO progress, delay, or contract changes whatsoever,are reflected or incorporated in an initial schedule ▪ Every contractual finish milestone falls on or before the specified date ▪ The schedule,incorporates contractual constraints and activity/logic sequences | |
| A4 | Formulaic | Physical work activity durations are largely formulaic and, align with the schedule level; duration formulae feature production rates, approach to normal adverse weather, working conditions, and working schedules | At a minimum, critical/near-critical physical work activities have formulaic durations ▪ Delivery activity durations are based on POs to the extent that they exist ▪ Over 80% of level 3 schedule activities generally last 2–6 weeks (6 weeks-6 months for level 2) |
|
| A5 | Resourced | The schedule reflects the resources needed, their availability to support the rate of progress, and known limits; availability of resources to support the rate of progress is confirmed initially and periodically | Crew loading is consistent with the formula used to determine durations ▪ Resource leveling trials are undertaken to confirm that resource histograms can be leveled within headcount limits ▪ Physical work activities are loaded with resources |
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