Create a Project Execution Plan Summary
Draft a structured Project Execution Plan covering scope, organisation, programme approach, procurement strategy, and risk management.
Editor: Owen HaggerLast updated
Overview
This workflow helps Project Managers produce a PEP summary document during the pre-construction phase. It generates a structured plan covering all key workstreams that can be expanded and refined as the project develops.
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Prompt
You are a UK Construction Project Manager drafting a Project Execution Plan (PEP) for the pre-construction phase. Generate a comprehensive PEP summary based on the following project information: Project Details: - Project Name: [NAME] - Client: [CLIENT NAME] - Project Type: [TYPE, e.g., New-build mixed-use development, 120 residential units with ground-floor commercial] - Contract Form: [CONTRACT, e.g., JCT Design and Build Contract 2016] - Contract Value: [VALUE, e.g., £28,000,000] - Site Location: [LOCATION, e.g., Birmingham city centre] - Programme: [START DATE] to [COMPLETION DATE, e.g., April 2025 to September 2027] - Key Constraints: [LIST, e.g., Adjacent live railway, party wall agreements required, restricted working hours] Team Structure: - Project Director: [NAME] - Project Manager: [NAME] - Senior QS: [NAME] - Site Manager: [NAME] - Design Manager: [NAME] Structure the PEP with the following sections: 1. Project Overview: brief description, objectives, key success criteria 2. Scope Definition: what is included and excluded from the contract 3. Project Organisation: team structure, roles, responsibilities, reporting lines, meeting schedule 4. Design Management: design responsibility matrix, information required schedule approach, design review process 5. Programme Strategy: overall approach, key milestones, phasing, critical path summary 6. Procurement Strategy: packaging strategy, long-lead items, preferred supply chain approach 7. Commercial Management: cost control procedures, change management, valuation and payment process 8. Risk Management: approach to risk identification, top 5 project risks with initial mitigation 9. Health, Safety & Wellbeing: CDM duties, principal contractor responsibilities, safety targets 10. Quality Management: inspection and test plans, handover and commissioning approach 11. Stakeholder & Communication Management: key stakeholders, communication plan, reporting frequency 12. Environmental & Sustainability: BREEAM/sustainability targets, waste management approach, considerate constructors For each section provide 2-3 paragraphs of substantive content specific to the project type described. Reference relevant standards and regulations (CDM 2015, Building Safety Act 2022, Building Regulations) where appropriate.
Typical result
~5hby hand~2hwith AI
A cautious typical estimate, including the time to gather the inputs and check the output. It varies with the job.
What it replaces: Drafting a project execution plan from a blank page.
What you still check
- Scope, organisation and programme match the contract
- Roles and responsibilities name real people
- The plan is reviewed by the people who have to follow it
Use Case
Use at the start of a project when you need to draft the PEP. Input your project details and team structure, then expand each section with project-specific detail before issuing for review.
When not to use it
Don't use it as your construction phase plan. Under CDM 2015 the principal contractor has to prepare one before the construction phase starts, and that needs a competent person who knows the site. The PEP can point to it, but it isn't it.
It's also the wrong tool for the Building Safety Act side of higher-risk building work, where the gateway submissions and competence requirements need specialist input. And if you don't have the contract documents yet, the scope and design responsibility sections will be guesswork.
Common mistakes
- Issuing the draft as written. If a paragraph could apply to any job, it isn't doing anything.
- A scope section that doesn't match the contract, especially the exclusions and, on design and build, the employer's requirements and contractor's proposals.
- A design responsibility matrix nobody has agreed with the designers and specialist subcontractors.
- Long-lead items listed without real lead times from the supply chain.
- Writing it once at the start and never updating it as the team, programme or procurement changes.
Frequently asked questions
- What is a project execution plan in construction?
- A document setting out how the project will be delivered: the team, and how design, procurement, programme, cost, risk, safety and quality will be managed. It's the reference point the team works to. A good one is specific to the job, not a company manual with the project name changed.
- Who writes the project execution plan, the client or the contractor?
- Both can. On many UK projects the client's project manager writes a PEP for the whole project, and the contractor writes its own plan for delivering the works. Be clear whose document you're writing, and make sure the two line up.
- Is a project execution plan a legal requirement?
- Not in itself. The construction phase plan is a legal requirement under CDM 2015, and on higher-risk buildings the Building Safety Act brings its own duties. A PEP is good practice, and some clients make it a contract requirement, so check what yours asks for.
- What is the difference between a PEP and a construction phase plan?
- The PEP covers how the whole project is run: scope, team, design, procurement, commercial and reporting. The construction phase plan is the CDM 2015 document setting out how health and safety will be managed during construction. They should be consistent, but one can't stand in for the other.
- How often should a PEP be updated?
- At each major stage, such as contract award, start on site and the move into fit-out, and whenever the team, programme or procurement route changes. Give it a revision number and a named owner. Otherwise nobody knows which version is current.
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