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Transcript of Partnering Magazine November/December 2015
year in reviewTools to take you to the next level of partnering
page 6IPI’s Committees
Advance the Industry
INSIDE:page 14
Sponsors’ Role in a Strategic
Alliance
Issue 6November/December 2015
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W o r l d - C l a s s I n n o v a t o r s . L a n d m a r k B u i l d i n g s .
I n s p i r i n g Pe r f o r m a n c e .
Delivering dynamic projects through innovation and collaboration.
www.partneringinstitute.org November/December 2015 Partnering Magazine 3
IN THIS ISSUE
4Executive Director’s ReportA vision of a consistently collaborative culture
16In the NewsIPI welcomes Assistant Director of Member Development
18CEO’s MessageIPI Members are the key to our success
CONTENTS
FeaturesNovember/December 2015 Partnering Year in Review
Committee HighlightsIPI’s Committees—advancing
Partnering in the industry
6
Facilitator’s CornerPreparing sponsors for their
roles in a Strategic Alliance
14
The Road to Partnering SuccessFollow the path to a collaborative
construction prgram—IPI offers
tools for each step of the way
10
Cover photo courtesy of San Francisco International Airport and Turner Construction Company
INTERNATIONAL PARTNERING INSTITUTEIPI is a non-profit 501(c) 3 charitable organization that is funded by our members and supporters who wish to change the culture of construction from combative to collaborative.
Phone: (925) 447-9100
BOARD OF ADVISORSLarry Anderson, Anderson PartneringPierre Bigras, PG&E Roddy Boggus, Parsons BrinckerhoffPat Crosby, The Crosby GroupPete Davos, DeSilva Gates ConstructionLarry Eisenberg, Ovus Partners 360Steve Francis, C.C. Myers, Inc.Rachel Falsetti, CaltransMichael Ghilotti, Ghilotti Bros, Inc.Richard Grabinski, Flatiron West, Inc.Randy Iwasaki, Contra Costa Trans. AuthorityJeanne Kuttel, CA Dept. of Water ResourcesMark Leja, Mark Leja ConsultingJohn Martin, San Francisco International AirportPete Matheson, Granite Construction Geoff Neumayr, San Francisco International AirportJim Pappas, Hensel Phelps Construction Co.Zigmund Rubel, AditazzIvar Satero, San Francisco International AirportStuart Seiden, County of FresnoThomas Taylor, Webcor BuildersDavid Thorman, CA Div. of the State Architect, Ret.John Thorsson, NCC Construction Sverige ABLen Vetrone, Skanska USA Building
EXECUTIVE DIRECTORRob Reaugh, MDR
ASSISTANT DIRECTOR OF OPERATIONSDana Paz
ASSISTANT DIRECTOR OF MEMBER DEVELOPMENTJoe Hu
FOUNDER & CEOSue Dyer, MBA, MIPI, MDRF
EDITORIAL OFFICE: SUBSCRIPTIONS/INFORMATIONInternational Partnering Institute 291 McLeod StreetLivermore, CA 94559Phone: (925) 447-9100 Email: [email protected]
DESIGN/CREATIVEMichelle Vejby Email: [email protected]
COPYRIGHTPartnering Magazine is published by the International Partnering Institute, 291 McLeod Street, Livermore, CA 94550. Six bi-monthly issues are published annually. Contents copyright 2014 International Partnering Institute, all rights reserved. Subscription rates for non-members, $75 for six electronic issues. Hard copy issues are available only to IPI members. Additional member subscriptions are $75 each for six issues. Postmaster please send address changes to IPI, 291 McLeod Street, Livermore, CA 94550.
www.
hens
elphe
lps.c
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W o r l d - C l a s s I n n o v a t o r s . L a n d m a r k B u i l d i n g s .
I n s p i r i n g Pe r f o r m a n c e .
Delivering dynamic projects through innovation and collaboration.
4 Partnering Magazine November/December 2015 www.partneringinstitute.org
Now that we have begun filling our members’ “Tool Box”
with important Partnering Tools, our vision is to continue to
promote structured Collaborative Partnering in new sectors
and to focus the movement upstream. Since IPI’s launch as
a charitable organization in 2009 we have been largely a
grassroots effort, working with individual owner’s organizations
one-by-one. Moving forward, we’ll deepen our penetration in
specific sectors, such as the water and wastewater industry,
education and in the private sector, while also broadening our
reach through strategic partnerships with funders and aligned
organizations.
We are also looking to install Partnering requirements
upstream where the funders sit. From projects and programs,
we all understand that collaboration and structured partnering
leads to money better spent by owners. We believe that
guidance and a set of requirements for projects seeking federal
funding could help us penetrate more key markets, improve
the delivery of projects across the United States and provide a
model for publicly funded projects worldwide.
Remember, together we are able to do more. Give IPI a call
at (925) 447-9100. We are here to support your Partnering
efforts—whether you would like to introduce a new owner or
team member to Partnering, improve internal alignment with
your strategic partners, or you need to promote collaboration
in your sector. And, when you are choosing the organizations
you work with on a daily basis, remember to pick IPI First!
This 2015 year has been one of incredible growth and
Partnership for the International Partnering Institute!
We had a record-setting year in terms of IPI Award
Ceremony applications, sponsorships, and attendance, and
honored 6 agencies for launching Partnering Programs. Our
Membership has grown by 25%. We have focused on growing
partnering in aviation, water, education and other sectors of
the construction industry and have begun collaborating with
other Construction Associations to improve the exposure and
footprint of structured Collaborative Partnering worldwide.
Our organization’s metric for success is the adoption of
partnering by new owners and we have been successful in this
pursuit as well. In 2015, IPI Members supported the adoption
of the IPI Partnering Model by more than 10 new owner
organizations.
This year is also marked by more Owner’s Tools in
the Toolbox produced by IPI’s Committees (p. 6-7). IPI
published Michigan State University’s Meta-Analysis of 30
years of Partnering research, funded research focused on
communication by high functioning teams; published a new
White Paper focused on how to adopt Partnering for public
entities; and published a 30-page Owner’s Guide on how
to launch a Partnering Steering Committee. Our Vertical
Committee developed sample Partnering legislation and our
Aviation Committee published sample specifications and a
Matrix for delivering Airport Projects.
EXECUTIVE DIRECTOR’S
REPORT
Rob Reaugh, MDR, IPI Executive Director
A Vision ofCollaboration
usa.skanska.com
Collaboration. Innovation. Sustainability.Partnering to build a better future for our customers and communities.
James B. Hunt Library, North Carolina State University
George Bush Intercontinental Airport, Terminal B Redevelopment, Houston TX
2013 NAIOP Community Enhancement Day, Seattle, WA
Gold Line Bridge, Arcadia, CA
6 Partnering Magazine November/December 2015 www.partneringinstitute.org
Committee Highlights from 2015
In its first year the Horizontal Committee developed Horizontal
Construction Partnering Specifications and designed a 4-level
Matrix. In 2013, the Committee launched the IPI Owner
Mentor’s Program, where facility owners can connect with
leaders from other agencies to seek guidance on launching
and sustaining a Collaborative Partnering Program. In 2014,
the committee launched the IPI Success Stories program,
which helps share best practices from outstanding projects in
the transportation sector. In 2015, the Committee has helped
develop a Guide for Facilitator Standards.
Aviation Committee
Launched: October, 2014
Chairs: Geoff Neumayr, Deputy Director, D&C
San Francisco International Airport
Roddy Boggus, Senior Vice President Aviation
Leader, Parsons Brinckerhoff
Composition: Owner representatives from airports
throughout the U.S.; and contractors, CM’s,
consultants and designers involved in airport
construction projects.
The Aviation Committee has facilitated opportunities for
IPI to speak at national conferences and events to promote
Partnering, achieving a great degree of penetration within the
industry in a short amount of time. The Aviation Committee
has produced a Partnering Matrix for the Aviation industry,
and an All in One Partnering Specification. The committee is
currently working on Strategic Partnerships with key funders
in the industry and making Partnering the norm for aviation
projects.
Vertical Committee
Launched: November, 2011
Chair: Larry Eisenberg of Ovus Partners 360
Composition: Private and public sector owner agencies;
and designers, contractors, and construction
managers from industry leading
organizations that build schools, high-rises
and other facilities.
This group conceived and developed the first set of IPI
Partnering Specifications; the IPI Vertical Matrix, which
outlines how Partnering should be scaled; and has developed
sample legislative language for public entities to adopt
Partnering. In January of 2015, this committee completed the
White Paper, “Are You Paying Too Much for Your Construction?
Four Methods for Adopting Collaborative Partnering for Public
Entities”, focused on how a variety of public agencies have
adopted construction partnering in order to improve project
outcomes.
Horizontal Committee
Launched: April, 2012
Chairs: Pete Davos, Vice President, DeSilva Gates
Construction
Mark Leja, Mark Leja Consulting
Composition: Owner agencies and heavy civil and
transportation contractors, CM’s and
designers that are involved primarily in
horizontal construction.
COMMITTEESPOTLIGHT
IPI Committees are the heart of IPI. They take our members’
collective Partnering experience and wisdom and transform
lessons learned and best practices into tools and resources that
can be shared throughout the Partnering movement. IPI Committees
are made up of representatives from owner agencies, contractors,
CM’s, designers, facilitators, and other construction organizations, who
share insights into Partnering.
IPI is grateful to have the thought-leaders of the Partnering movement
so actively engaged in our mission to change the culture of construction
from combative to collaborative! Thank you IPI Committee Members for
your generous contributions of time and effort!
www.partneringinstitute.org November/December 2015 Partnering Magazine 7
Awards CommitteeLaunched: April, 2010
Chairs: Larry Eisenberg, Ovus Partners 360
David Thorman, CA Division of the State
Architect (Ret.)
Composition: IPI members across various subsets of the
industry with objective insights into what
makes a truly successful Partnered Project.
Every year, IPI receives many applications for the IPI Partnered
Project of the Year Awards, and our volunteer judges do an
outstanding job judging, ranking, and providing feedback on
every single project. The Committee developed two Categories
of Awards—Industry Level Awards (focused on Organizations
and Individuals who are making a difference for Collaborative
Partnering) and the John L. Martin Partnered Projects of the Year,
for teams that have used Collaborative Partnering on a project
completed in the preceding year.
Facilitator Professional Emphasis Group (PEG)
Launched: October, 2012
Chairs: Sue Dyer, MIPI, President of OrgMetrics LLC
Jim Eisenhart, MIPI, President of Ventura
Consulting Group
Composition: Professional partnering facilitators from
across the U.S., Canada and Sweden
The PEG has made essential contributions to IPI and to
the Partnering movement with the development of the IPI
Facilitator Code of Ethics and the three-tiered (IPI, SIPI and
MIPI) Professional Partnering Facilitator Certification. This year
the PEG has helped draft the IPI Owners’ Guide to Facilitator
Standards and IPI Facilitator Evaluations, which Owners and
project teams can use to ensure that their partnered projects
see maximum benefits and continuous improvement in their
Partnering Program.
Research Committee
Launched: January, 2012
Academic
Sponsor: Sinem Mollaoglu (Korkmaz), Michigan State
University
This committee is focused on designing original research,
identifying existing research, and seeking new data related to
Partnering. In 2012, the Committee started a library of research
papers and has collected more than 40 academic papers and
DOT studies related to Partnering into an FTP site. In 2013, IPI
commissioned its first series of Partnering Research studies
to be conducted by Michigan State University. The first study,
published in June 2014 was “An Inquiry to Move Under-Utilized
Best Practice Forward: Barriers to Partnering in the AEC
Sector.” In 2015, the Committee produced “A Meta-Analytic
Synthesis of Partnering Literature in the AEC Industry.”
International Committee
Launched: December, 2015
Chairs: John Thorsson, Partnering Manager,
NCC Construction, Sweden
Zigmund Rubel, Chief of Building
Sciences, Aditazz
Composition: IPI Members with insights on International
Partnering models and efforts.
The International Committee will explore ways to bridge
Partnering efforts in the US with those in other countries,
learning from other models and aligning the IPI model
with the worldwide Partnering movement. There will be
great opportunities for research, product development and
international alliances, all of which will be instrumental in our
efforts to further IPI’s mission.
8 Partnering Magazine November/December 2015 www.partneringinstitute.org
The Path toPARTNERING
PARTNERING–YEAR IN REVIEW
SUCCESS
IN 2015, IPI’S
PRIMARY OBJECTIVE
HAS BEEN TO SUPPORT
MORE OWNERS IN THE
ADOPTION OF COLLABORATIVE
PARTNERING ON PROJECTS. AS PART OF
THE PROCESS, WE HELP MEMBERS IDENTIFY
WHERE THEY ARE ON THE PARTNERING PATH AND
PROVIDE THEM WITH THE TOOLS NECESSARY TO TAKE
THE NEXT STEP. FOR OWNER’S, THESE TOOLS DEMYSTIFY THE
PARTNERING PROCESS AND ALLOW PROGRAMS TO BORROW FROM
OTHERS, RATHER THAN REINVENT THE WHEEL.
IPI has the tools to take you to the next Partnering level
8 Partnering Magazine November/December 2015 www.partneringinstitute.org
www.partneringinstitute.org November/December 2015 Partnering Magazine 9
IPI also has a list of Owner-Mentors who have been down this path and who are happy to share their experiences with you. This is a great resource for members who are deciding to partner.
GETTING STARTED: Foundational Tools—The Matrix and the Spec
To start Partnering, Owners pick a project or two to pilot the process. When they do, the Partnering Matrix and the Specifications are the first documents they utilize. IPI’s Committees have developed Matrices and Specs for Vertical Construction (high-rises, schools, hospitals, etc.), Horizontal Construction (highways, transit, gas transmission, water), and Aviation Construction (terminals, runways, etc.). Each sector-specific Matrix helps to plan how you will partner each project based on its complexity and requirements, to ensure that EVERY project will be successful.
In the Matrix, each level of Partnering corresponds to a Specification (Spec). For example, the Level 1 Spec is for less risky projects, while Level 4 and 5 Specs are for highly complex projects. The Spec outlines how Partnering will be implemented on projects, including the Issue Resolution Process, how frequently the team will meet and be measured, the required and recommended goals, and how
The Path toPARTNERING
DECIDING TO PARTNER: The IPI Meta-Analysis and IPI Owner Mentors
In partnership with MSU, in 2015 IPI funded a Meta-Analysis that encompasses all construction partnering research over the past 30 years. A Partnered Project Delivery Framework (PPDF) emerged, which diagrams the Collaborative Partnering structure and the elements needed for optimal results, starting with owner readiness. Using the PPDF as a point of reference, you can diagnose whether (as an owner) you are ready to use Partnering or not. Then, you can identify tools you may need to support your partnering program, based on where you are.
These tools are vital, but are not just intended
for Owners. If you are a Contractor or Designer, these tools help you to sell the partnering process to your
clients, and teach you the emerging best practices. All of our tools have been developed based on our members experiences garnered over thousands of projects, and are available on the IPI Owner’s Toolbox Page (http://partneringinstitute.org/owners-toolbox/).
As an Owner, how can you identify where your organization is on the Partnering Path? What tools are available? How can you select the right one for your current needs? And what is IPI working on to complete the Tool Box?
www.partneringinstitute.org November/December 2015 Partnering Magazine 9
Continued on next page
10 Partnering Magazine November/December 2015 www.partneringinstitute.org
PARTNERING–YEAR IN REVIEW
to budget and pay for the Partnering process. In the words of IPI Board of Advisor Member Geoff Neumayr, “The Partnering Spec outlines the commercial terms and the investment required by the designer and construction teams…now the project team can go build the job as it is intended.”
When using the Matrix and adopting the Spec you are implementing 5 key Best Practices: 1. Follow through with Partnering—culture cannot change with
one kick-off meeting, so follow up frequently based on the size and complexity of the project.
2. Scale your Partnering—a $20M highway project has 4-5 subcontractors, while a $20M school project likely has 30 or more. Scale partnering to match the complexity of your project.
3. For Projects larger than $10M (Level 2), hire a professional, neutral partnering facilitator. In construction, our relationships tend to be adversarial and the neutral helps balance the power.
4. Engage your stakeholders—often times our customers, funders, and internal departments do not have a contractual tie to the project, but can make our experience great, or make it miserable. Invite them to Partnering so they become part of your team.
5. The Owner MUST REQUIRE PARTNERING in order for collaboration to become the standard on projects. When Partnering is “OPTIONAL,” teams tend to “OPT OUT.”
EDUCATING YOUR TEAM: Collaborative Partnering Orientation and Project Specific Trainings
IPI members have learned that Training is essential so teams can make Partnering work. The Collaborative Partnering Orientation Training provides attendees with an understanding of the Collaborative Partnering process, which can be applied on any construction project. The course teaches attendees how the Partnering process can help deliver outstanding project outcomes for all parties, and demonstrates what owners implementing Partnering expect out of project participants. Project Teams can also sign up for Advanced Partnering Training to improve negotiation techniques and other methods for getting a better return on investment (ROI) from partnering sessions and project meetings.
LAUNCHING PROGRAM-LEVEL PARTNERING: “Adopting Partnering for Public Entities” and Sample Enabling Legislation
The IPI Vertical Construction Committee develops tools to assist public entities with getting a Partnering Program started. In January, the committee published a White Paper entitled “Are You Paying too Much for Your Construction? Four Methods for Adopting Collaborative Partnering for Public Entities” (2015). The objective of the White Paper is to share the benefits of Collaborative Partnering and outline four ways that public entities have successfully launched a program.
In September 2015, the Vertical Committee published sample enabling legislation, which provides a brief background on the ROI of Partnering and provides appropriate wording for a City Council, Board of Supervisors, or a Funding Agency to require Partnering. Both the White Paper and sample legislation work well to promote Partnering with outside agencies, and can help motivate your Executive Officers, or your Board, to institute Partnering right away.
DEVELOPING A PARTNERING PROGRAM: The 10-Step Guide “On Time, On Budget” and IPI White Paper, “Collaborative Construction”
To take your Program to the Next Level, read “On Time, On Budget” (2014), a 30-page Owner’s Guide outlining the 10 Steps that top organizations have used to effectively launch a Partnering Program. The steps include: a decision to use the Partnering Matrix and Specs, engaging an IPI Certified Professional Partnering Facilitator to help steer the process, training your employees, developing a recognition program, and more. By following the steps in this guide you can help ensure that your program will be able to predictably deliver projects on time, and on budget.
“Collaborative Construction” (2011), shares critical lessons learned from over 30 years of Partnering and is an important read for owners hoping to maximize the ROI of Partnering. In this 17-page White Paper, the importance of internal organizational alignment, development of an integrated dispute resolution process, and a
Behavior change comes from executive sponsorship,
co-creation, and above all, experience!
commitment to continuous improvement are highlighted as essential elements of high-functioning Partnering Programs. Use it as a checklist to make your Partnering more successful.
ENGAGING THE INDUSTRY TO IMPROVE PROJECT EXECUTION: The 10 Step Guide “Working Together” and White Paper “A Working Model”
IPI’s Member Organizations have found that a successful Steering Committee is the fastest way to tap into the collective wisdom of the construction industry and identify positive changes for your program. 2015’s newest IPI Owner’s Guide teaches programs how to launch a Collaborative Partnering Steering Committee (CPSC). A CPSC is made up of Executive Leaders from the owner, contractors, designers, and other key entities that deliver projects. The role of the group is to identify common “barriers to collaboration on projects” and develop processes and procedures to overcome those barriers.
For specific lessons learned by Caltrans, make sure to read “A Working Model for Collaborative Partnering” (2010). This is a
White Paper outlining the Caltrans Partnering Program Model, which became the IPI Collaborative Partnering Model in 2011. This Model has proven to provide outstanding results within Caltrans, a large and complex organization delivering more than $10 billion of construction per year, and can be scaled for smaller organizations.
LOOKING AHEAD:IPI has several more tools on the horizon to support owners on your path to Partnering success. In 2016 we will publish a Facilitator Standards Guide, as well as an Owners’ Guide to Partnering Specifications. We are also exploring an IPI Owner’s Certification, which would be used to promote your organization’s collaborative achievements and success. IPI is aware that establishing a collaborative culture on projects does not come from reading a book, and a White Paper will not necessarily lead to change. Instead, behavior change comes from executive sponsorship, co-creation, and above all, experience! Please remember that IPI is here to support you on your journey. We hope that you will walk the path of collaboration with us. Call us if you would like some help! (925) 447-9100.
12 Partnering Magazine November/December 2015 www.partneringinstitute.org12 Partnering Magazine November/December 2015 www.partneringinstitute.org
FACILITATOR’S CORNER
A strategic alliance is a formal collaborative process between multiple parties
to ensure alignment related to construction project delivery. It can be used
between a group of organizations who are working together on a program
of projects, or between the internal departments of a single organization. The
construction industry has found that strategic alliances are an excellent technique for
optimizing the value added by each organization (owner, designer, contractor, major
vendor) involved in a major construction program. However, since strategic alliances
involve multiple projects over an extended period of time, and involve an approach
that is significantly different from the normal approach to program delivery, the best
practice is to name a sponsor (champion) from each participating organization.
Often, sponsors have never been involved in a strategic alliance and do not understand
their roles in making the alliance successful. Following is a list of key roles sponsors
should fill (and some questions they need to ask themselves) to best plan and manage a
strategic alliance.
The sponsors, as an aligned team, develop and implement a rollout plan.
Preparing Sponsorsfor their Roles in aStrategic Alliance
www.partneringinstitute.org November/December 2015 Partnering Magazine 13
Clearly define your criteria for success. What must
be accomplished in order for this alliance to be a business
success for your company? Each sponsor should think how to
complete the sentence, “I will consider this alliance a success if
...” The Project Team members will develop their own project
success criteria, but they must clearly understand the alliance
business objectives their projects support. Also, understand
and appreciate your partners’ business objectives.
Be the primary alliance champion and defender within your own company. As a sponsor, you should
handle any selling of the concept and address any second-
guessing about the alliance. In preparation for this, you should
ask yourself the following:
1. Do you have any concerns or reservations about entering
this alliance? Are there any issues or questions that need
to be addressed before you feel comfortable with the
alliance?
2. Are you prepared to champion the alliance within your
company, even when things don’t go as planned?
3. Have you planned how you will respond to any
“naysayers” within your company?
Insulate the teams from outside influences (e.g.,
politics, internal conflicts, power plays) over which they have
no control. This allows Project Teams to focus their efforts on
the tasks at hand instead of worrying about the future of the
alliance or their jobs.
Eliminate external barriers (e.g., out of date policies and
procedures, conflicting management directions, distractors) so
that they have no impact on the Project Teams.
Establish priorities between the alliance and other work in which the company is involved. The Project Teams
should understand what takes priority for time and resources,
and the sponsors must live by that prioritization. If this
alliance is the most important endeavor, then resources
must be allocated on a prioritized basis. If not, sponsors (and
other senior management) must be reasonable with their
expectations for the alliance. It is better to be honest about
the priority level than to communicate that the alliance is
top priority and then constantly shuffle resources to other
endeavors. Prior to launching the initiative, you should also
ask yourself:
1. Have you defined the priority of this alliance in
relationship to other programs or projects in your
company?
As one of North America’s largest transportation and infrastructure contractors, our commitment to building the best is demonstrated in the projects we build and the partnerships we develop. Our success is dependent upon our relationships with owners, partners, designers, subcontractors and community members. Flatiron works closely with our partners to develop innovative solutions that benefi t everyone, and we’re proud of what we’ve created together. The more than 20 partnering awards Flatiron has won in the past decade serve as recognition of these relationships and
the resulting successful projects.
To learn more about Flatiron’s innovation in partnering visit
www.fl atironcorp.com
Interstate 880/State Route 92 Interchange Reconstruction
Hayward, CA
2012 IPI Partnered Project of the Year, Diamond Level
(Continued on page 14)
14 Partnering Magazine November/December 2015 www.partneringinstitute.org
FACILITATOR’S CORNER
2. If this alliance is one of your company’s top priorities, are
you prepared to assign the resources needed to support
that priority?
3. Do you know how this alliance fits in the priorities of your
partners?
Identify any potential empowerment issues (e.g.,
financial, operational, technical, personnel, contractual) and
define the Project Teams’ empowerment and decision making
authority to deal with these issues. Their empowerment level
should match their level of responsibility.
Be aware of the current project status and performance, but not at a detail level. The sponsors should
determine and communicate the level of knowledge they need
for executive level management.
Establish a regularly scheduled meeting to review
relationships, assess the alliance’s performance and address
any sponsor-level issues. You should also establish when and
how the sponsor would become involved in urgent issues.
It is IMPERATIVE that the sponsors, as an aligned team, develop and implement a Rollout Plan to
communicate to the Project Team members from all involved
organizations why a strategic alliance was selected, objectives
for the alliance, their roles in achieving the objectives, and
accountability for fulfilling those roles and responsibilities.
Some key functions of the Rollout Plan are to:
1. Communicate business and alliance objectives, and
alliance metrics.
2. Communicate the priority of this alliance in relation to
other assignments. Be specific about the resources that
are being committed to the alliance (e.g. who they are,
percentage of time).
3. Communicate any constraints the Project Team members
will encounter (e.g., budget, schedule, regulatory, business
environment, contractual) and their potential impacts.
4. Communicate the Project Teams’ empowerment level and
any empowerment issues.
5. Establish communication expectations in both directions
(e.g., when should the teams expect to hear from you,
what information will you pass to them, how often, what
information do you expect to receive from them, how
often, in what format).
Remember, sponsors may not have any experience working in
a strategic relationship and won’t understand their role in its
success. Some sponsors may need coaching, where a facilitator
works with a sponsor one on one and all sponsors as a team,
to educate and train the sponsors about alliance partnering
principles and their roles in ensuring the success of a strategic
alliance. Do not start individual projects until the sponsors
have laid the appropriate foundation at the alliance level.
So, identify the appropriate sponsors (champions) for your
initiative, define what success looks like, identify potential
“empowerment” issues, measure the progress at an executive
level, and develop a solid rollout plan. In my experience,
strategic alliances that implement these practices will vastly
improve project and program-level outcomes.
Steve Sanders, PhD. S2 Construction Management Consultants, LLC
Dr. Sanders has been involved in partnering research,
publication, and facilitation for over 20 years. He was the
lead researcher for the Construction Industry Institute’s
strategic partnering research. Steve has planned and
facilitated partnering sessions for a wide range of project
types, for Naval Facilities and Corps of Engineers, to multiple
year strategic relationships for utility companies valued at over $900 million.
We believe
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INTERNATIONAL PARTNERING INSTITUTEJOHN L. MARTIN 2015 PARTNERED PROJECT OF THE YEAR - DIAMOND LEVEL
SFO RUNWAYS 1-19s RSA IMPROVEMENTS
WINNER OF THE 2014 CALTRANS EXCELLENCE IN PARTNERING AWARD“BEST IN CLASS” FOR PROJECTS GREATER THAN $50 MILLION
Highway 65 Lincoln Bypass Project
16 Partnering Magazine November/December 2015 www.partneringinstitute.org
reinforces why I’m here.
Especially with public
projects: if I can help save
tax-payer dollars, it would
be very satisfying. Any
opportunity to help people,
really, is what’s drives me.
IPI: What do you do when
you’re away from work?
Joe: I love spending time
with my wife and kids. I have
two boys ages 6 and 3, so
we have a lot of fun. I love
the outdoors. So, I think if I
could, I’d spend more time
skiing. I love the thrill of
going fast.
Please join us in giving Joe
a warm welcome to IPI
and to the Collaborative
Partnering movement!
On October 5th, IPI welcomed our new Assistant Director
of Member Development, Joe Hu. Joe’s unique
background in recruiting,
publishing and sales and
his experience and passion
for building long-term,
productive relationships are
valuable additions to our
team. Joe will oversee IPI’s
membership and growth
strategies, including event
planning and organization,
individual member
recruitment and strategic
alliances. We sat down with
Joe to get to know a little
more about him.
IPI: Tell us about yourself.
Joe: I’m San Francisco Bay
Area born and raised. I live
here in Livermore with my
wife and two kids, and we
newspaper where I spent
nearly ten years.
IPI: What excites you about
working with IPI?
Joe: I’m excited about getting
to work in the construction
industry. When I see some
of these great buildings, they
seem almost impossible. Just
looking at the San Francisco
skyline, I think, ‘How did that
even happen?’ If you’re not in
construction, it’s impossible to
really know. I’m excited to be
part of this great industry.
Learning about
collaboration here at IPI,
I’m excited about the
opportunity to improve the
processes of an industry
that can really use it. IPI
has a clear model that is
very adoptable. Seeing
the enthusiasm of people
who’ve embraced Partnering
IN THE NEWS
IPI Hires New Assistant Director of Member Development
have a third on the way.
For the past seven years, I
have been working in Sales
and Management and have
become a sales-leader, team-
builder and motivator. That
brought me to IPI.
I have always had a
genuine passion for creating
art. My grandfather is
a traditional Chinese
Calligraphy painter, and I am
so inspired by his work. So I
studied Art with an emphasis
in Photography and a minor
in graphic design at San Jose
State University.
I also really love people
and getting to know them.
So, I found an opportunity in
recruiting where I thrived,
until the Dot Com bubble
burst in 2001. From there, I
had a chance to get into my
area of study and found a
position as a photojournalist
and designer at a local
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January/February 2016Feature: IPI ProfilesDeadline: December 19, 2015
March/April 2016Feature: Strategic PartneringDeadline: February 16, 2016
May/June 2016Feature: IPI ResearchDeadline: April 15, 2016
July/August 2016Feature: The IPI Awards IssueDeadline: June 12, 2016
September/October 2016Feature: TechnologyDeadline: August 10, 2016
November/December 2016Feature: Year in ReviewDeadline: October 9, 2016
emerging researchIPI’s Meta Analysis: Part IWhy Partnering?
page 8Partnering
Small Urban Projects
INSIDE:page 14
Are You Paying Too Much for Your
Construction?
Issue 2March/April 2015
www.partneringinstitute.org November/December 2015 Partnering Magazine 17
Partnering to Reach #1AUSTIN WEBCOR JV
Austin & Webcor have partnered to build the new SFO Terminal 1, Boarding Area B. Our unique blend of experience, expertise, and talent is in place to bring this grand vision to life.
Rendering shows a possible interior layout of the San Francisco International Airport Terminal 1 project' for internal announcements.
18 Partnering Magazine November/December 2015 www.partneringinstitute.org
It is for, through, and
because of our members
that IPI will succeed
I had eye surgery this summer. I had never before faced having blurred vision. It made me
think about how we just can’t afford to have blurred vision when it comes to IPI and our
mission. We want to change the culture of construction from combative to collaborative. We
need to have 20/20 vision for our success.
What does success look like? Mostly it looks like our
members continuing to develop collaboration as the
norm for how construction projects work! It is for,
through and because of our members that IPI will
succeed. IPI succeeds from both your effort on your
projects and your effort to share with others what is working. IPI members are the key to IPI’s
success. So what can YOU do to help move collaborative partnering forward?
Here are TWENTY things that you (and your team) can do:
1. Display that you are an IPI member on your website and in your signature block
2. Host a networking event for members and potential members
3. Bring a friend to the IPI Awards Ceremony (May 19, 2016!)
4. Join an IPI Committee—we have seven committees
5. Submit an article for Partnering Magazine (our bi-monthly magazine)
6. Send your clients a copy of “On Time On Budget” and “Working Together”
7. Recruit your subs, suppliers, and peers to become members
8. Implement Collaborative Partnering on your projects (The IPI Model)
9. Have your project teams apply for an IPI Partnered Project of the Year Award
10. Sponsor an IPI Orientation Training for an owner who deserves to learn more
11. Forward the electronic newsletter, IPI CollaborNation, to your clients
12. Advertise in IPI Magazine (available now), or the IPI Membership Directory (coming soon!)
13. Start an IPI Regional Circle with 10 Partnering enthusiasts in your local area
14. Send an owner the IPI White Paper, “Are You Paying too Much for Construction?”
15. Share IPI’s White Papers, “Collaborative Construction” and “Collaborative Partnering”
CEO’S MESSAGE
The Key to IPI’s SuccessOUR MEMBERS...
Sue Dyer, MBA, MIPI, MDRF
Founder and CEO,
International Partnering Institute
www.partneringinstitute.org November/December 2015 Partnering Magazine 19
16. Review and then share the extraordinary Partnering
research that IPI has amassed, including “Barriers to
Partnering” and the “Meta-Analysis.”
17. Reinforce Partnering each week with a tailgate meeting
with a tip from “Built on Trust”
18. Use your Public Relations platform to share about IPI
19. Display your IPI member badge on your jobsites (banner
and hard hats)
20. Tell people about IPI. IPI should NOT be the
construction industry’s best kept secret!
For any or all of these ideas, IPI is happy to
help you achieve your spreading the word and
information about all that IPI is working to do.
Wishing won’t make it so. It takes action. Our
members are the heart and soul of IPI and if
we are to succeed—it will be for and because of
YOU. Please let us know what you are doing to
keep pushing partnering forward.
Thank you for your dedication and support of our mission!
If you’d like more information on any of the materials
mentioned above, or to take action, please contact IPI at ed@
partneringinstitute.org; or call us at (925) 447-9100.
For career opportunities and/or more information, please visit
pbwor ld .com
Dream It!We’ve Got You Covered
The challenges facing
today’s airports are endless,
yet so are the opportunities.
Parsons Brinckerhoff
offers a full range of
services to partner with
airport owners to
envision the future …
and then create it.
IT’S TIME FORIPI AWARDS SUBMISSIONS!
The 2016 IPI John L. Martin Partnered Project of the Year Award Applications are now online and ready for download! Gather your project team and be recognized for using Collaborative Partnering on your construction project.
In order to be eligible for an award the project must:• Have at least one active IPI Member• Be submitted by an owner, contractor, designer, CM
firm, or professional facilitator,• Be submitted by Friday Febuary 12th, 2016, COB• And the project must be “substantially complete”
between January 1st and December 31st 2015.
Visit http://partneringinstitute.org/awards/ to download the Application and See you on May 19th, 2016 at the IPI Awards Ceremony in San Francisco, CA!
Making SFO’sPartnering Program FlyFor almost two decades OrgMetrics has been providing Partnering Services for San Francisco International Airport’srenowned Partnering Program
Partnering Program Development/Facilitation • Project Partnering Facilitation • Strategic Partnering Facilitation • Facilitated Dispute Resolution • Project Scorecards
www.orgmet.com | (925) 449-8300