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Turnarounds & Capital projects · SMI Your schedule is in place. Will it hold?

A plan can add up mathematically and still not hold – if logic, float and constraints do not fit together. We check the technical quality of the schedule – in a plant shutdown as in a capital project.

You hand over the schedule as a native file; we deliver the analysis in two to four days.

35
Analysis points
14
DCMA criteria as the basis
2–4 days
through to the result
TAR & project
for shutdowns and capital projects
The methodical basis

14 recognised criteria. 35 analysis points.

The 14 criteria of the Defense Contract Management Agency are an internationally used benchmark for schedule quality. The SMI builds on them and extends them to 35 analysis points, each assessed individually. You see how many activities are affected, and we explain each deviation: what it means for your project and how it can be fixed.

The 14 DCMA criteria in detail

  1. 01Logic
  2. 02Leads (negative offsets)
  3. 03Lags (positive offsets)
  4. 04Relationship types
  5. 05Hard constraints
  6. 06High float
  7. 07Negative float
  8. 08High duration
  9. 09Invalid dates
  10. 10Resources
  11. 11Missed activities
  12. 12Critical Path Test
  13. 13Critical Path Length Index (CPLI)
  14. 14Baseline Execution Index (BEI)

We check the technical quality of the schedule – not whether the planned work is right in substance. That is the job of Scope Management and Technical Planning.

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  1. 1Activity without a successorDCMA 1 · LogicAn activity is left hanging. If it slips, the schedule does not notice – the critical path is calculated incorrectly.
  2. 2Hard constraintDCMA 5 · ConstraintsA fixed date overrides the logic. The schedule then looks calm because it cannot pass the delay on at all.
  3. 3Negative floatDCMA 7 · Negative floatThe activity finishes after the milestone it is supposed to meet. The delay is already in the schedule before work begins.
  4. 4Excessive durationDCMA 8 · High durationA summary activity spanning weeks cannot be controlled: progress cannot be measured, and deviations are noticed too late.
Example deviations.
What the result looks like

Three levels per criterion – with explanation

Each of the 35 analysis points is assessed. At a glance you see how cleanly your schedule is built technically; in the detail, each point has its description, an explanation of the deviations and a recommendation.

  • OKThe criterion is met; no action is needed.
  • NoteConspicuous, but acceptable. We explain the deviation and what it may mean as the project continues.
  • Action requiredThe criterion is not met. You receive the description, an explanation of the deviation and a concrete recommendation for resolving it.

In the SMI report itself, these levels are shown as traffic-light indicators – together with the number of affected activities per criterion.

How the SMI works

You send the schedule. We deliver the analysis.

  1. 01

    Hand over the schedule

    You provide the schedule as a native file – in the original format of your planning software, whichever you use. That is all it takes to start. The schedule is used solely for the analysis and treated confidentially.

  2. 02

    Analysis against 35 criteria

    Every criterion is assessed – at a glance or in detail, with a description and explanation of the deviations. Plus an assessment of the consequences they can lead to.

  3. 03

    Implement the recommendations

    Detailed recommendations for improving quality and reducing risk – easy to analyse and concrete to implement. We help with implementation straight away, advising and hands-on – together with your planning team.

If the question is not a single schedule but how well your organisation as a whole is prepared for the next shutdown, the TAR-Check is the right tool: 16 analysis elements, results in two weeks.

Context

The fact check, before it counts

A schedule becomes binding whenever others rely on it: at internal approval, at contract award, when it is presented to stakeholders, and in external reviews such as an IPA review. Each time, decisions are made on the basis of a document that hardly anyone can check in full – it is too large for that. This applies to a shutdown schedule just as much as to the schedule of a capital project: the technique of a schedule is the same, regardless of what is planned in it.

This is exactly where the SMI comes in: in two to four days, it makes measurable what otherwise remains a matter of experience. The results help you identify weaknesses quickly and eliminate them – an objective basis for discussion, both in-house and with contractors and partners. Ideally, commission it eight to ten weeks before such a milestone.

  • 01Before approvalThe schedule is about to become binding – know beforehand what you are committing to.
  • 02Before contract awardThe schedule becomes part of the contract. Flaws in it can later turn into claims.
  • 03Before external reviewsAn IPA review, an external audit, a presentation to stakeholders – ideally eight to ten weeks beforehand, so there is time to fix things.
  • 04For schedules from contractors and partnersAn objective basis instead of gut feeling in discussions with the contractor.
Book an initial call
TAR-Check · SMI · DICTUM

Which tool do you need?

Three tools developed in-house, each with a different focus: the TAR-Check assesses the entire turnaround organisation, the SMI the quality of a specific schedule, and DICTUM forecasts cost, time and resources in the early phase of a project. Available individually or in combination.

Best practiceYour organisation

TAR-Check

What is assessed?
The entire turnaround organisation
Basis of assessment
16 analysis elements, benchmarking against industry & best practice
Result in
2 weeks (3 days on site)
Answers the question
“How well set up is our TAR organisation?”
Ideal for
Assessment of the TAR organisation – at any time; before a turnaround, ahead of the readiness gates
TAR-Check in detail
lowhigh

SMIthis page

Schedule Mechanics & Integrity Review

What is assessed?
The technical quality & integrity of a schedule
Basis of assessment
35 criteria based on the 14 DCMA checks
Result in
2–4 days
Answers the question
“How reliable is this schedule – including that of our contractors and partners?”
Ideal for
Quality assurance of schedules before approval or award
Early phasetoday

DICTUM

AI benchmarking & forecasting

What is assessed?
Cost, time & resources of a capital project (forecast)
Basis of assessment
Three industry benchmark databases + AI algorithms
Result in
Reliable forecast from FEL 2 (±10%)
Answers the question
“What will the project really cost – and how long will it take?”
Ideal for
Investment decisions in the early phase (FEL)
DICTUM in detail

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Related services

Once the analysis is in

The SMI tells you how reliable a schedule is – and we help with the corrections straight away. These three services make sure it stays reliable, in a shutdown as in a capital project.

Frequently asked questions

Questions answered

Which schedule formats can you analyse?

The SMI works with the common planning programs. What matters is the native file, i.e. the schedule in the program’s original format – from P6, for example, as an XER export, from MS Project as an MPP file. A PDF or an Excel list is not enough, because the logic links are missing.

How long does an SMI take?

Two to four days from handover of the schedule – even for highly complex schedules. You need no preparation and no workshop: the schedule itself is the data basis.

What are the 14 DCMA criteria?

The Defense Contract Management Agency has defined 14 checks that are recognised internationally as the standard for schedule quality – such as missing logic links, hard constraints, negative float or the critical path test. The SMI builds on these 14 criteria and extends them to 35 analysis points, each of which is assessed individually.

Can we also have our contractors’ and partners’ schedules reviewed?

Yes. The SMI assesses the technique of a schedule regardless of who created it. That is exactly what it is often used for: as an objective basis for discussions with contractors and partners, before a schedule is approved or before contract award.

What distinguishes the SMI from the TAR-Check?

The TAR-Check assesses your entire turnaround organisation across 16 analysis elements and benchmarks it against the industry and best practice. The SMI checks the technique and integrity of a specific schedule. Both can be booked individually or combined – the SMI also outside shutdowns, for example in capital projects.

What does an SMI cost?

The SMI is a clearly defined package with a defined result. Billing is by the hour, by day rate or at a fixed price – we work out together which model fits. The price depends on the size and complexity of the schedule; after the free initial call, you receive a binding quote.

Terms such as IPA review and DCMA criteria are explained in our glossary – along with 57 other terms from the shutdown and project business.