Quantitative Holistic Assessment of Implementing Collaborative Planning Practices

Abstract

Practices of collaborative planning—as related to novel project delivery methods, information technologies, lean construction, and supply chain practices—can impact the cost and schedule performance of projects in the architectural, engineering, and construction (AEC) industry. However, there is a lack of research providing a quantitative holistic assessment of implementing collaborative planning practices. This paper fills this knowledge gap. Using an interdependent multistep research methodology, the authors (1) analyzed a holistic literature-based list of collaborative planning risks using 46 responses from industry expert surveys; (2) calculated the criticality of these risks and compared the obtained results using Spearman rank correlation; (3) statistically analyzed the impact of these risks—based on a project-based survey that collected data from 65 different projects—using distribution fitting analysis and weighted average calculations; (4) developed a framework for predicting the cost and schedule performance impacts in relation to utilizing collaborative planning in the AEC industry; and (5) mathematically verified the research steps using an extreme condition test and sensitivity analysis, and practically validated the research output utilizing a case study example and the insights of 25 industry experts. Within the context of collaborative planning, this paper highlighted and discussed the top six risks that affect cost and schedule project performance: resistance to change, no early involvement of key project participants, lack of construction coordination, late and ineffective communication, lack of leadership, and absence of flexibility and coordination of design. Ultimately, this study provides a necessary and highly customizable metric for industry practitioners to manage their collaborative planning practices efficiently and improve their project performance.