Green Firm Certification: Is Your Firm Green?

2,463 views

Published on

Every architect, engineer and contractor claims to deliver sustainability services, but there is a lot of "professional greenwash". This presentation shares industry survey information showing how far we still have to go, and the content of the new SPI Green Firm Certification program which provides metrics to the industry, for the first time, to measure organizational capability to deliver consistent, high quality sustainability services, and integrative design.

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
2,463
On SlideShare
0
From Embeds
0
Number of Embeds
24
Actions
Shares
0
Downloads
10
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Green Firm Certification: Is Your Firm Green?

  1. 1. THE GREEN ROUNDTABLE SUSTAINABLE PERFORMANCE INSTITUTE Green Firm Certification Program Is Your Firm Ready? BARBRA BATSHALOM Executive Director
  2. 2. Agenda 1. Purpose of program 2. OVERVIEW: STATE OF THE INDUSTRY: What’s not working and why? 3. WHERE THE COMMUNITY REALLY IS: Industry Survey Results 4. DEFINING THE PATH TO EXCELLENCE: Framework, Strategies, Metrics 5. DISCUSSION: Questions & Answers
  3. 3. ARE WE “THERE” YET? With all the progress we’ve made to ‘green’ our built environment, we have a long way to go. We face crises of climate change, public health, habitat devastation and economic implosion – so the question remains: What will it take to get “there” – to be on a path towards sustainability?
  4. 4. “END OF PIPE” SOLUTIONS AREN’T ENOUGH Building codes and rating systems are “end of pipe” solutions. They help us determine a target and allow us to measure what we’ve done. That’s important, but not enough. USGBC and LEED have dragged us (kicking & screaming) to a place where we finally base our work on performance, using metrics and accountability – but that has not been enough to go ‘up the pipe’ and transform professional practice.
  5. 5. WE NEED TO ADDRESS “THE ROOT” OF THE PROBLEM The “root of the problem” is that we are still trying to use the same processes, behavior and mindset to deliver a new product. Green building, LEED, net zero – whatever the project’s goal is – we can’t succeed without addressing our way of doing business. We need to reset our perceptions, expectations and increase collaboration to succeed. Design and construction companies who have done this have realized success and delivered performance!
  6. 6. THE CLASSIC CHALLENGE We are a “left brain” community struggling to address “right brain” problems! As engineers, architects We’re less comfortable and builders, we are dealing with “right brain” generally logical, functions needed to rational and analytical. implement sustainability The “left brain” is initiatives: holistic where we thrive, solving synthesizing, subjective problems, delivering judgments, emotions and solutions. creativity. So we need a logical, methodological and rational approach to these issues. The SPI green firm program has done that - and provided a framework to translate behavior and culture to metrics and performance criteria.
  7. 7. HOW GREEN IS YOUR FIRM? …INDUSTRY SURVEY RESULTS Before we share our framework and metrics, we’d like to share some context… Our framework has evolved from over 10 years of working in the industry and seeing the challenges companies face. This industry-wide survey we conducted illustrates why our program is needed and what we need to change to succeed . Following are some summary excerpts of the survey. Complete information and statistics can be found at the links below: Links to blog with survey details: Part 1: http://bit.ly/cuIrMa Part 2: http://bit.ly/dhwZvc
  8. 8. INDUSTRY SURVEY PARTICIPANTS DESIGN & CONSTRUCTION COMPANIES Of the hundreds who participated in the survey, there was an even distribution between executive and senior company leaders and company or project managers. Firms varied in size from 10 employees to 45,000 (with the majority being in the mid to large size companies)
  9. 9. LEADERSHIP & STRATEGY Commitment to Although public sustainability is in statements are public mission consistently focused on statement, website, commitment to marketing materials? sustainability, leadership does not consistently communicate that Leaders at all expectation to staff. levels make clear to staff that Goals are not usually SMART (specific, sustainability is measurable, attainable, part of the job? time-bound) and there is often a lack of clear accountability structure “SMART” goals for sustainability. are consistently set for projects & organization?
  10. 10. PROJECT DELIVERY Clear performance Project management targets not yet is rooted in an being set for every integrative, project (regardless collaborative of whether its process? pursuing LEED, BREEAM, etc. or not) Every project manager Integrative design incorporates life not yet consistently cycle costing into used as the projects? foundation for managing projects. All project Inconsistent achieve clear application of life- performance cycle costing to goals? evaluate key systems decisions.
  11. 11. INFRASTRUCTURE & SUPPORT Green design and Green specifications not spec standards always maintained or used consistently. are maintained & used Lack of clear roles and consistently? accountability for implementation of HR supports sustainability. green practice: performance Critical tools and reviews, prof dev, resources not always etc available and not used consistently on projects. Performance reviews Clear roles are don’t evaluate defined & sustainable design accountable to capability for key roles. support sustainability?
  12. 12. PARTNERING & COLLABORATION All contracts, Contracts and team scopes & fees structures often create a barriers for create conditions integrative project conducive for delivery. success? Teams rarely map their decision Roles, responsibilities, making process and decision making to achieve key performance processes mapped targets. clearly on every project? Very little proactive team Consistent building happens among partners, teambuilding between project with commitments. partners?
  13. 13. METRICS – OUTCOMES - PERFORMANCE Although 25% of Company has a these companies program & are not tracking strategies to reduce anything, more its environmental than 40% have impact over time put some sort of program in place to reduce Company environmental tracks (in any footprint. way) performance of its portfolio Over 30% are beginning to track the performance Not tracking of their portfolio anything – of work! either operations or portfolio!
  14. 14. OBSERVATIONS FROM THE FIELD WE HAVE A LOT OF “GAPS” TO ADDRESS: •LACK OF LEADERSHIP, COMMITMENT •LACK OF ACCOUNTABILITY STRUCTURE •LACK OF CONSISTENCY •LACK OF INTEGRATIVE PROCESS •LACK OF QUALITY CONTROL •LACK OF TOOLS & RESOURCES •LACK OF SHARED LEARNINGS •DEPENDENCE ON LEED AS A CRUTCH HUMAN NATURE DOESN’T HELP…. (DON’T WE JUST LOVE NEW THINGS?)
  15. 15. THE JOURNEY TO EXCELLENCE DEFINING THE PATH This way to excellence ? in sustainable design! So now the question is…where are you on the path to design excellence? If you have organizational “gaps” to close…what path will you take? Our roadmap can help you.
  16. 16. THE ORIGINS OF SPI GREEN FIRM CERTIFICATION SPI EXCELLENCE IN DESIGN PROFESSIONAL PRACTICE A/E/C OWNERS TRAINING HELPING TO CRAFT RFPs CAPACITY BUILDING DESIGN TEAM SELECTION PROJECT COACHING PROCESS FACILITATION TOOLS & RESOURCES PEER REVIEW GREEN FIRM BOOT CAMP STRATEGY TRIBUTARIES LEADING TO CREATION OF SPI CERTIFICATION …Building on 12 years of work with A/E/C and Owners
  17. 17. WHAT IS THE SUSTAINABLE PERFORMANCE INSTITUTE (SPI) •TOOLS •RESOURCES •TRAINING •ORGANIZATOINAL CERTIFICATION SPI CERTIFICATION EVALUATES AND RECOGNIZES ORGANIZATIONAL CAPABILITY TO DELIVER CONSISTENT, HIGH QUALITY SUSTAINABLE DESIGN SERVICES …ACROSS ALL ASPECTS OF THE COMPANY AND AT ALL LEVELS BEING CERTIFIED TELLS PROPERTY OWNERS THAT YOU ARE RELIABLE AND CAPABLE Program Partners Include:
  18. 18. THE JOURNEY TO EXCELLENCE Where are you? CONTINUOUS IMPROVEMENT RELIABLE CAPABILITY CERTIFIABLE “EN ROUTE!” ON YOUR WAY JUST STARTING OUT Companies are at different places on their journey to achieving excellence in sustainability practice. No matter where you are – SPI supports you – or recognizes your achievements!
  19. 19. SPI Certification Framework LEADERSHIP STRATEGY & POLICY PROJECT DELIVERY TRULY PARTNERING PROCESSES GREEN FIRM SUPPORT & INFRASTRUCTURE OUTCOMES & METRICS
  20. 20. LEADERSHIP PRODUCTION PARTNERING INFRASTRUCTURE OUTCOMES For each category we will summarize: • What it is and then: • Issues • Solutions • Metrics
  21. 21. LEADERSHIP Commitment Vision Goals & Purpose Clear accountability at all levels, in all departments Strategic Plan to achieve goals over time Policies that support goals and implementation
  22. 22. LEADERSHIP ISSUES SOLUTIONS METRICS Talk doesn’t Articulate clear goals Public materials match actions Make expectations and Internal Lack of SMART priorities clear communications goals Shift culture to align SURVEYS !!! Staff don’t feel with goals Accountability empowered Implementation / structure strategic plan Mandate sustainability on all projects
  23. 23. PROJECTS EVIDENCE of CONSISTENT application of sustainable design principles as a basis of design excellence – and ‘institutionalization’ of sustainability approach Integrative design & project delivery is the basis for project management, on all projects Clear performance goals, decision roadmaps and use of analysis to inform decisions applied to all projects. Clear decision-making mapped out to address key performance targets Drawings, specifications and models consistently incorporate green design standards.
  24. 24. PROJECTS ISSUES SOLUTIONS METRICS No clear goals Clear project goals Meeting notes / Only ‘on IDP as a foundation agendas demand’ for proj. mngmt. Workplans Specs/dwgs not Workplans Analysis consistent Life cycle costing and Drawings & Specs Low other analysis Bldg. Certifications performance Performance tracking
  25. 25. PARTNERING CRITICAL RELATIONSHIPS are highly collaborative Creating “TEAMS” – project based and ongoing proactive team building Intentionally creating conditions conducive to success: contracts, scope, deliverables, expectations Enabling IPD and use of key tools, like BIM, amongst a team
  26. 26. PARTNERING ISSUES SOLUTIONS METRICS Barriers to IPD Proactive team Scope/fee building charrette Lack of intentional Project structure and Contracts TRUST plan Minutes, agendas, building Process Mapping workplans No SURVEYS – collaboration internal, external plan
  27. 27. INFRASTRUCTURE Tools and Resources (green products, analysis, etc) Design/spec standards (institutionalized) Professional Development through many methods (team learning, project based coaching, lecture, etc) HR: Handbook, performance reviews, job descriptions, incentives (non financial) Investment – ongoing – in projects, R&D, etc.
  28. 28. INFRASTRUCTURE ISSUES SOLUTIONS METRICS Lack of critical Clarify perf. Survey to all staff tools expectations Handbook, office Build critical tools manual Lack of internal Tie prof dev to New employee standards orientations institutional Lack of effective performance goals Job Descriptions prof. dev. plans Institute clarity in job Performance reviews HR doesn’t descriptions, perf Templates for agendas, support reviews workplans, sustainability Intentional learning Tools & resources goals and feedback Professional Development plan
  29. 29. OUTCOMES Track metrics and feedback loops for two scales of your business: • Portfolio-wide performance of projects over time • Environmental footprint of your corporation
  30. 30. OUTCOMES ISSUES SOLUTIONS METRICS No feedback Request & track LEED – especially loops! performance data EBOM – Estar, etc No baseline or Start baseline and Standard letter / plan to prioritize strategies communication reduce to reduce footprint institutionalized footprint Client Surveys Environmental Footprint baseline begun, executed and priorities identified.
  31. 31. RECOGNITION & TRANSFORMATION Observations of best practices from SPI companies
  32. 32. Signs of Change… positive changes that we’re seeing: Clearer Roles & Accountability: Director of Sustainability, other… Institutionalization of standard practices/processes (IPD) Partnering: Proactive relationship building using BIM workshops Investment in green on projects from overhead, even when clients don’t ask for it Change in workflow – moving integration function to earlier in the project – lowering costs, reducing risk Project performance improves ! Baseline projects meet LEED without extra effort
  33. 33. Importance of Being Intentional ! Successful firms have used a rigorous, strategic and systematic process. Define Your Practice Now •What’s your market? •SWOT (strengths, weaknesses, opps, threats) •What’s your baseline – how green are you now? •What are your biggest challenges as a business? •What are the key systems, processes and practices that you use currently? Set Your Goals & Indicators •What are your BHAGs (big hairy audacious goals) •SMART goals? SMART = (specific, measurable, achievable, realistic & time-bound) •What indicators & metrics will be tracked as feedback? Define Strategies to Achieve Goals •Both long and short term strategies •Create early successes that you can measure •Make sure indicators are tracked to adjust as needed
  34. 34. Set Your Goals & Indicators What’s your vision for the future? What are your goals? Set achievable SMART* goals... …understanding your current capabilities, future vision, and how you might get there. *SMART = specific, measurable, achievable, realistic, Time-bound
  35. 35. Choose Paths to Achieve Goals Create a Strategic Plan to Achieve Goals & Implement …don’t forget: •Identify and prioritize steps in the plan •Assign people to be responsible for implementation •Indicators & Metrics need to be tracked •Reporting should occur regularly •Put a timeline on achieving your goals •Test and adjust the tactics
  36. 36. WHAT DEFINES ANY BUSINESS? HINT: if you base your internal discussions of goal setting in the context of basic business issues, you will have more ‘buy-in’. Start by addressing these fundamental questions and then tie sustainability back to them to understand your baseline: (see the “Sustainability Sample Plan” on our website) Profitability and Financial Management Growth (expansion into different markets) Staff Attraction and Retention (quality) Quality Control - Consistency in design and delivery Exposure/Liability Management - staff and budget, company and project Transfer of Knowledge and Knowledge Mngmt Mentoring Relationships client (repeat and attraction) consultants
  37. 37. SPI Certification Process Dec 10 1. Register on our website Lock in www.greenroundtable.org/certification Price or email tova@greenroundtable.org 2. Intake information: company profile and context 3. Assessment and then one of two paths to certification: 3a. AUDIT ! (If sustainability is truly institutionalized) 3b. GAP identification (if you have “gaps” to close) We can provide support to address gaps in policy, strategy consulting, education & training, coaching 4. Certification 5. Annual, brief, Check-In 6. Every 3 years, re-certification
  38. 38. Owner and Company Endorsements “Knowing a firm is certified tells me they have the leadership & systems in place to Lawrence Healey, back them up. It sets them apart, makes Dir. Real Estate them a leader” Blue Cross/Blue Shield
  39. 39. Its in our hands
  40. 40. FOLLOW UP READING Truth about green firms, “prequel”: http://bit.ly/greentruth Links to blog with survey details Part 1: http://bit.ly/cuIrMa Part 2: http://bit.ly/dhwZvc “The Integrative Design Guide to Green Building: Redefining the Practice of Sustainability” by 7group, Bill Reed “Integrated Project Delivery: A Guide”, AIA Nat’l, AIA CA “Roadmap for the Integrated Design Process”, Stantec ANSI standard for IPD – Whole Systems Integrative Process
  41. 41. Request a workshop in your area Have “gaps”? * Set “SMART” goals and identify strategies to achieve them •Create an implementation plan to institutionalize sustainability in an efficient, cost-effective way. SPI Certification “Boot Camp” workshops can help: ½ day or 1 day format Public, private or ‘team’ workshops possible Working sessions to establish strategies Contact us…
  42. 42. THANK YOU THE GREEN ROUNDTABLE 617-374-3740 www.greenroundtable.org info@greenroundtable.org Linkedin: Linkedin: green roundtable/nexus
  43. 43. Questions? www.nexusboston.org/leed

×