Hey everyone I'm Clive and I'm Louie hello
I'm Akos and today we are going to be talking about the ISO 19650 templates in our industry
BIM (Building Information Modeling) is a bit of a challenge and lots of teams have lots of
different ideas about how much BIM they should do when they should do it and why the purpose
and with all of those differences of opinion we end up sometimes with duplicate effort here in
the example where we've got four different teams modeling the same thing potentially at different
times and a lot of challenges many many challenges ranging from not really understanding what the
requirements are to sequencing work that maybe causes clashes that ends up in really work
and lots of difficulties in communication so along comes the ISO 19650 standard to
really really help our industry we have been super excited about this and it's all about
aligning expectations and providing this framework to manage information and have a unified approach
it's so so important that everyone talks about the same same requirements in the same way so
that's what the ISO 19650 series is all about and there's some fantastic explanations
about the process steps and the different things that need to occur at different stages
throughout the project so there are these eight steps that are unpacked in diagrams with lots and
lots of detailed requirements and as a result of that there are a lot of documents that might need
to be created and they are created by different teams at different stages throughout the project
they range from the Organizational (OIR), the Project (PIR) the Exchange (EIR), the Asset (AIR),
Execution Planning (BEP), Responsibility Matrix and Task (TIDP) and Master Information Delivery
Plans (MIDP), RACI charts and also many others so there's lots and lots of outputs that are required
as a result of these steps in the workflow if if you feel overwhelmed by that you're not
the only one there are many many teams out there that are experiencing the same thing so don't
worry you're in the right place we're here to help as well as all of the great guidance and
other documentation that's out there already so how can we help let's take a look maybe at the
workflow that we can unpack inside of Plannerly the first thing is that you'll notice when you
start a project in Plannerly you get options to choose which of those documents you would like
to start in the plan and be able to then start completing them or create your own and then in the
scope we provide many libraries of whether it's abstract geometry or detail elements and all of
the information requirements for even that Asset Information Model (AIM) and the Master Information
Delivery Plan (MIDP) items and then also the third part not only creating all of those requirements
but being able to filter them and print them so that they are dedicated appointment contracts
at the end of the day that's really a very quick preview of what we're going to unpack and show
but we would love to hear who we have on the call so let me launch a poll that i'll keep open
for just a little bit i can see lots of votes coming in already where are you on this journey
are you just starting to learn are you boosting your knowledge you've known about the ISO standard
for a bit and now you're boosting your knowledge or are you on the other end of the spectrum where
you're implementing it on most of your projects and you're potentially a (BIM) Jedi so
let me end the poll in three two one we can see with the results there oh let me
share results we can see with the results there that there are many people that are just
starting to learn and and many people that are boosting their knowledge actually we got there
88% so nearly 90% of people so we're here to help the two main items that we're going to be going
through are the templates what they are why they are important and then how they're included in a
workflow that makes it simple for teams to adopt the ISO standards we'll also talk about how
to get involved and if you are one of those end up being 15 (BIM) Jedi on the call then
we would love to get your involvement as well the first one is Organizational Information
Requirements (OIR) every company is different and organizational requirements are
the owner or the appointing parties requirements when it comes to their strategy and
really why they get out of bed in the morning those requirements are going to be different
between a technology company and a casino operator a technology company might be very interested in
portraying a very green and forward-looking and leading approach whereas the casino operator is
going to be focused on opening the building maybe the client experience and paths through the
building understanding that in a lot more detail so we have some templates to help teams to
unpack what their organization requirements are to get started when it comes to the project
information then we might have to approach different projects and realization of different
assets and facilities then we have different circumstances so in an example a renovation and a
new build might have to be approached differently so that's something that recorded a Project
Information Requirement (PIR) yep and do we have a template for that oh yeah we
happen to have a template for that and then the Asset Information Requirements (AIR)
again depend on the type of asset or type of building the asset could be anything it could be a
specific object or element inside maybe a pump or it could be the asset as at large for the whole
building and when it comes to a medical office building versus a hospital you're going to have
many different assets and being able to coordinate those information requirements and understand
what those are for maintenance and for ongoing life cycle costing for example for that project
they're going to be very very different and do we have templates for that yes we do we have a list
of potential assets and a never-ending list of all of the elements that we might have inside of a
building so when it comes to Exchange Information Requirements (EIR) so that's just the combination
of the previously mentioned Organizational, Asset and Project Information Requirements (OIR, AIR,
PIR) and this is really a contractual document when the owner client or using the right terms
the appointing party would be sending out to the potential project participants to tender on that
document and return their way of approaching the project and executing the project and realizing
the project we do have a template for that of course but in a perfect world you might want
to use your existing documents or use the the OIR (Organizational Information Requirements),
AIR (Asset Information Requirements) and PIR (Project Information Requirements) documents
that we that we are providing to you and assemble your project specific EIR (Exchange Information
Requirements) in the application absolutely and then when we start a project there's a concept
of testing and being able to make sure that the project is essentially ready for the project team
so we've got checklists and ability there inside of finally to have those requirements checked for
whether the CDE (Common Data Environment) is up and running and whether the workflows are good
if something something can go wrong it will in the Risk Register of course we can be somehow
prepared and just think through and document some of the risks that we might have to encounter
and of course set some mitigation measures so we are actually planning early right ("Plannerly")
and we do have a template for that as well we do have a template for that and it helps teams to
understand which are the important risks and how to mitigate them and assign them to an owner
making sure that it's a complete loop not just a checklist where somebody says yes we've got one it
actually has a workflow in there as well and then when we talk about BIM Execution Plans (BEPs) this
is one of the most talked about documents we yes we do have a template for that but the principle
is that this is broken into two parts one as an answer to the employer to the owner to
the Appointing Party's requirements and then as you start to work on the project you
will build and continue and improve one and this is really how the project team will be
delivering what are the processes how are what are the steps that teams are going to go through this
is the rubber meet the road TIDP and MIDP the Task and Master Information Delivery Plan so to put it
in very wrong and very simple this is a task list so each and every task team that are assigned a
certain activity or certain tasks to be carried out they would put together their to-do list and
they would put together how they are going to execute and and then carry out those those tasks
and that would be the Task Information Delivery Plan (TIDP) but of course the Lead Appointed
Parties (LAP) the ones who are in charge of bringing things together they can assemble
what is called a Master Information Delivery Plan (MIDP) so that's a set of Task Information
Delivery Plans (TIDP) combined and that's going to be the way of carrying out the project in the end
and oh yeah we happen to have a template for that we have a template for that great and then RACI
charts racki charts lots of people pronounce these differently but how do you assign accountability
to a team responsibility to a team member and then have consulted people at the right times and
people that are informed about the ongoing and maybe the results of something so it really is
responsible accountable consultant informed but we really understand it much more as the
team is accountable and being able to assign somebody specifically as a responsible
person that's really really really powerful to not just have a list of tasks but make sure
that they are assigned to the right teams so inside of the RACI charts you see all of those ISO
19650 clauses and then a grid to be able to assign who is responsible who is accountable who's who
needs to be consulted and who needs to be informed and then the Responsibility Matrix so that's
that's actually pretty much happened to be the essence of of plan only the right beam at
the right time by the right people for the right reasons so really who is doing what
for for what purpose in what point in time that's what we can document in mentally
and that's what we are going to visually communicate to other project participants the
last one is the lessons learned so yeah our industry has this achilles heel this problem of
unfortunately every project team is created and does great things on a project learns a lot
but then is disbanded at the end of the project so we have lessons learned templates and workflows
to capture all the way through the entire project and have it accompanying the project so that then
teams can go back to similar projects before they start a next project and understand what they can
maybe avoid by using those lessons learned and it really is a very difficult thing for our industry
because we build teams for every single project okay so there's lots of templates now what so
you've got you've got some templates now what do you do with these templates how do you actually
how do you actually use them in a workflow so the ISO 19650 workflow with those eight main
steps there ranging from assessment and need to closing out a project with the swim
lanes of the teams that are involved the Appointing Party the owner or
the person that is paying the bill the Lead Appointed Party (LAP) the the team that
is responsible for coordinating everybody and then the Appointed Party are different swim
lanes inside of this diagram the first part appointing somebody to be the information
manager so that function needs to be appointed and that is key throughout the workflow
that we know who is responsible for that especially within the appointing party and then
hopefully the Appointing Party has a group of documents that then corresponds to an invitation
to tender so this is the bidding process and those documents combine into the Exchange
Information Requirements (EIR) that we then get responses from from the prospective Lead Appointed
Parties (LAP) multiple responses with multiple pre-appointment BIM Execution Plans (BEPs) with
potential risks and mobilization plans that form a response a tender response with input from
the potential task teams that that lead appointed party has and then the next part is when you
make an appointment so you're actually saying i am contracting for this team to actually
carry out the project and we would start to add the Responsibility Matrix and the Master
Information Delivery Plan (MIDP) which is a combination of all of the teams that are doing the
work their task information delivery plans all of these terminologies i'm sure are potentially
very foreign to those that are just starting this will be something that will be reinforced
as you use the workflow and use the templates and then the last parts to this workflow are
obviously delivering the project mobilizing verifying your meeting as you go through
each stage in the project the requirements and then closing out with the lessons learned this
workflow is supported by Plannerly and we have inside of the PLAN and the SCOPE modules for
this whole section through one two and three the templates to support that and i see a lot of yes
there are editable templates that you can use and put in place and invite others to and we'll take
you through this workflow now invitation to tender putting together the organizational the project
and the Asset Information Requirements (AIR) into an Exchange Information Requirement (EIR)
and that becomes the tender that becomes the set of tender documentation and Louie once we've
created that what's important within the platform you can set up teams to make sure that you can
assign what teams are responsible for certain sections and invite team members with certain
levels of permission so that they can see certain sections that are ready for them to review so
this is an important step in the workflow to get teams invited to the tender and then one
of the other parts of this is being able to control what people see so being able to say which
documents people have access to and being able to share only certain parts of it and following
the ISO (19650) workflow of work in progress shared and published we can control that along
with settings on the document level as well and assigning sections to specific parties as well
yeah a huge thing about that is consolidating all that information in the same area that you're
building it instead of using another platform to communicate and process feedback you're doing that
in the same location absolutely so after we've had an invite we then get a response and the team
that's responding really needs to get involved in that and maybe collaborate and ask questions
unfortunately in a traditional workflow they would have a potentially a PDF sent to them and
it would take a long time to get communication backwards and forwards so one of the really
really cool things about online collaboration now is that those teams that are invited to that
tender workflow can actually ask questions inside of the app and inside of the specific requirements
rather than it being abstract and disconnected and maybe either scribbled on a on a PDF or written
in a completely external system so keeping all of that together is very important and then when we
look at the appointment workflow we're selecting a Lead Appointed Party (LAP) and they will start
to include responsibility all of this is set up inside of the scope with the Responsibility
Matrix the Task Information (TIDP) and the Master Information Delivery Plans (MIDP) and yeah the
importance here yeah teams can visually understand the milestones or the BIM uses within this module
they'll be able to put the list of what items are required whether they're elements or even
documents to accomplish those specific goals what information can is required and who's responsible
so that's one of the most important things to to include also the Level of Information Need being
able to specify how much effort is needed in these elements or documents and what specific
information so if you need to get granular for those very specific owners or needs for those
BIM uses this is where you can do that very easily absolutely the new ISO 17412 (Level of Information
Need) really really powerful way of being very much more prescriptive about what you're asking
for so that you can then check it later on and then the task list so having Task Information
Delivery Plans (TIDP) here we can see the three from the architect the mechanical engineer and
the landscape was that right landscape all of these now summarized and understanding what
they're delivering when they're delivering it how it's going to be classified and coded in that
delivery as well it's great having all of this in one place but what about when you want to appoint
somebody one of the really really key parts of the workflow is not overloading people and being much
more purposeful when you are asking for things so a great way of asking in this regard is to
filter specifically per appointment the example we're seeing we're choosing milestones so an
Information Delivery Milestone (IDM) or purpose and also a team potentially a task team that is
then going to deliver a specific output so we saw in the original intro where you can create these
PDFs these PDFs form the contract the appointment documents and much more targeted for each of those
appointments so we've talked about what happens to get people on board and there are so many more
videos and documented workflows that we will be sharing to unpack all of this okay we know what we
need to deliver let's mobilize a team let's make sure that we're actually getting to do so there's
no blockers in the way make sure that everyone understands and tracks the responsibilities and
the handovers make sure that then we can validate and verify that we are meeting those requirements
and that we are learning at the end of the day so Louie how do we manage the updates and
status at work yeah well each team has a certain permission level so they can filter for their own
Scope of Work (SOW) they can filter for their own teams see tasks that are in within a certain time
frame and make those progress updates themselves typically a modeler or someone who's editing the
model would progress those tasks and get them to a point where a checker can then verify Level
of Information Need (ISO 17412) all connected to the model and we do have an integration
with BIM 360 and it really helps ensure that we meet expectations from the original
document and we provide better quality models yeah linking it to the requirements inside of
the same workflows is extremely powerful to make sure that you're not missing things along
the way teams know exactly what the tasks are and you can understand when they're delivering
exactly what they're delivering and then being able to show it visually to be able to understand
what is checked what has been procured what is on track what is behind visualizing that status is
is really important so we looked at the workflow from assessment and need and building that tender
that Exchange Information Requirement (EIR) that then gets a response or many responses gets
selected and then gets delivered this is an introduction and we will unpack every single
one of the templates and how to use them how to deploy them how to get better results on
your project let's just have a quick summary we've covered a lot there are lots of tools that
help us to BIM to create models to understand them and to use them but managing those standards and
managing the workflows and managing the process unfortunately sometimes is on business
management tools rather than BIM management tools or information management tools dedicated
to this workflow the unfortunate nature is that it's disconnected usually from each other and and
mostly from the BIM workflow so what we've done is created an integrated and more efficient workflow
that's connected in a cloud-based environment and building all of those templates into it so
that it makes it easier for teams as well lots of templates to get started being able
to create and manage all of those documents online and be able to use these collaboration
tools for commenting and restricting access and providing access when it is actually the right
time and being able to control what's shared and what's published for authorized use having
that in a combined with a tool and a process in the same place being able to filter for those
appointment documents and store all of those appointment documents inside of that same project
so we haven't got a bunch of different documents going everywhere being able to verify against
those contractual requirements when the model or the deliverables whether it's 2D drawings or
documents are delivered for each of the tasks and being able to also provide input for the teams
that are developing the platform and the templates and become part of that review team as well these
are all some of the benefits that we would love to share with you Louie do you want to summarize
how everyone can get involved yeah absolutely so you can Join Free and try out the templates all
the templates are going to be available for you as soon as you sign up one thing we didn't mention
is there are many languages or the interface but the next step is to join the review team on the
current English templates and then another step would be to help us translate some of those into
other languages for your region bookmark for deeper dive on the articles that we'll be sharing
in the next couple weeks and it'll be a deeper dive on each of these templates and how to use
them within the platform and we are also offering a free company plan trial with your branding to
those who request that before the end of 2020. a couple options there for you guys to get started
and what we really want the most is your feedback it's the only way we can improve templates improve
the platform for you guys and make sure that you guys are successful on your next project so
get involved please absolutely the only way we learn and grow is through users and companies that
we partner with and the partners in our Smart Lean BIM partner channel as well it's a privilege to be
able to share the the BIM space with you guys and we wouldn't be here without you wouldn't be able
to get to this this state of having templates and trying to help our industry so thank you and
we're really really pleased that there's a lot more to come as well very very excited if you need
some resources to get started there's the basics course and then if you're looking for a company
to really get rocking and rolling we have a master class which is four sessions that your team can
enroll in it's free with any company plan as well so that's something to get started Akos you've
been answering them yeah do we have it that we should talk about now any highlights from the
questions i think some of the highlights yeah so i was trying to answer together with Louie some of
these but of course there are a lot of questions some that was trending is how can you get access
to the templates are we going to share these templates and of course we are going to so if
you go to www.plannerly.com you can create your free account and you already have access to the
template so you can start using them right away one's a question here is what what is the BIM 360
integration so that's one where you know you can upload your model instead of uploading your model
you're connecting to a model and you're linking those elements and tasks so it just helps you
streamline that QA process towards the end there before this question goes through the list
i see Oscar says free account created! clicked boxes! plan in place! two and a
half seconds! wow! but actually one two three or five five sentences all ending with an
exclamation mark i'll take that as a good thing yeah baby i love the comments very very cool
and we can i mean we can hang out forever but we don't want to to take you guys time so i
know that there are a bunch of questions that we have captured in the chat and in the Q and
A we promise we will get back to all of those if you have any burning questions last questions
then just throw them in the chat or throw them in the Q and A and we will make sure that we
hang out and answer them so yeah it's just it i feel i feel overwhelmed myself from the from
the the interest which is great thank you so much there's another request fun okay so yeah please
bookmark the the page with all of the links on that will go to all of the other documents and
explanations so we'll have for every single one of the templates an unpacking of what's in
there and understanding how to use it how to deploy it on your project the feedback loop is
continuously open so if you would like to join the review team then please just hit on that link
i think it's www.plannerly.com/reviewer excited to hear your feedback you can comment into the
sections and that will be continuously evolving so every time you come in you'll see new updates
to those templates thank you so much everyone take care and we will be online we'll catch
you online bye for now all right see ya bye