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Introduction to BS 11000
- and the Link to PPC 2000
Paul R Greenwood
Managing Director
Greenwood Consultants Limited
ACA P...
June 2013GCT52-05 BS11000 & PPC2000 Page 2 © Greenwood Consultants Limited 2013
Agenda
• What is BS 11000?
• Who Uses It?
...
June 2013GCT52-05 BS11000 & PPC2000 Page 3 © Greenwood Consultants Limited 2013
What is BS 11000?
“ a strategic framework
...
June 2013GCT52-05 BS11000 & PPC2000 Page 4 © Greenwood Consultants Limited 2013
What is BS 11000?
• Part 1
- Framework Spe...
June 2013GCT52-05 BS11000 & PPC2000 Page 5 © Greenwood Consultants Limited 2013
Relationship Types
• Single project or pro...
June 2013GCT52-05 BS11000 & PPC2000 Page 6 © Greenwood Consultants Limited 2013
Timeline
90 91 92 93 94 95 96 97 98 99 00 ...
June 2013GCT52-05 BS11000 & PPC2000 Page 7 © Greenwood Consultants Limited 2013
Early Adopters
• PAS 11000
• Aerospace
• B...
June 2013GCT52-05 BS11000 & PPC2000 Page 8 © Greenwood Consultants Limited 2013
Failure of
Collaborative
Relationships
June 2013GCT52-05 BS11000 & PPC2000 Page 9 © Greenwood Consultants Limited 2013
Political
influences
Economic
influences
T...
June 2013GCT52-05 BS11000 & PPC2000 Page 10 © Greenwood Consultants Limited 2013
The BS 11000 Model
Phase 1
Strategic
Stag...
June 2013GCT52-05 BS11000 & PPC2000 Page 11 © Greenwood Consultants Limited 2013
Phase 1 Strategic
Phase 1
Strategic
Stage...
June 2013GCT52-05 BS11000 & PPC2000 Page 12 © Greenwood Consultants Limited 2013
Stage 1 Awareness
1. Senior executive
2. ...
June 2013GCT52-05 BS11000 & PPC2000 Page 13 © Greenwood Consultants Limited 2013
Stage 2 Knowledge
1. Developing a specifi...
June 2013GCT52-05 BS11000 & PPC2000 Page 14 © Greenwood Consultants Limited 2013
Stage 3 Internal Assessment
1. Self asses...
June 2013GCT52-05 BS11000 & PPC2000 Page 15 © Greenwood Consultants Limited 2013
Phase 2 Engagement
Phase 1
Strategic
Stag...
June 2013GCT52-05 BS11000 & PPC2000 Page 16 © Greenwood Consultants Limited 2013
Stage 4 Partner Selection
1. Nominate pot...
June 2013GCT52-05 BS11000 & PPC2000 Page 17 © Greenwood Consultants Limited 2013
Stage 4 Partner Selection
1. Nominate pot...
June 2013GCT52-05 BS11000 & PPC2000 Page 18 © Greenwood Consultants Limited 2013
Stage 5 Working Together
1. Governance
2....
June 2013GCT52-05 BS11000 & PPC2000 Page 19 © Greenwood Consultants Limited 2013
Stage 5 Working Together
1. Governance
2....
June 2013GCT52-05 BS11000 & PPC2000 Page 20 © Greenwood Consultants Limited 2013
Stage 6 [Additional] Value Creation
1. Es...
June 2013GCT52-05 BS11000 & PPC2000 Page 21 © Greenwood Consultants Limited 2013
Stage 6 [Additional] Value Creation
1. Es...
June 2013GCT52-05 BS11000 & PPC2000 Page 22 © Greenwood Consultants Limited 2013
Phase 3 Management
Phase 1
Strategic
Stag...
June 2013GCT52-05 BS11000 & PPC2000 Page 23 © Greenwood Consultants Limited 2013
Stage 7 Staying Together
1. Monitoring an...
June 2013GCT52-05 BS11000 & PPC2000 Page 24 © Greenwood Consultants Limited 2013
Stage 7 Staying Together
1. Monitoring an...
June 2013GCT52-05 BS11000 & PPC2000 Page 25 © Greenwood Consultants Limited 2013
Stage 8 Exit strategy
1. Establishing and...
June 2013GCT52-05 BS11000 & PPC2000 Page 26 © Greenwood Consultants Limited 2013
Pre-Qualification
BS 11000 and PPC 2000 C...
June 2013GCT52-05 BS11000 & PPC2000 Page 27 © Greenwood Consultants Limited 2013
Stage 8
Exit
Strategy
1
Awareness
7
Stayi...
June 2013GCT52-05 BS11000 & PPC2000 Page 28 © Greenwood Consultants Limited 2013
BS 11000 Themes
Stage 8
Exit
Strategy
1
A...
June 2013GCT52-05 BS11000 & PPC2000 Page 29 © Greenwood Consultants Limited 2013
Relationship Management Plan
Corporate
Re...
June 2013GCT52-05 BS11000 & PPC2000 Page 30 © Greenwood Consultants Limited 2013
Relationship Management Plan
Project
Rela...
June 2013GCT52-05 BS11000 & PPC2000 Page 31 © Greenwood Consultants Limited 2013
Certification
• Assessment
• 186 requirem...
June 2013GCT52-05 BS11000 & PPC2000 Page 32 © Greenwood Consultants Limited 2013
Summary
• Detailed change and management ...
Thank you
pgreenwood@greenwoodconsultants.com
GreenwoodConsultants.com
@GreenwoodCLtd
June 2013GCT52-05 BS11000 & PPC2000 Page 34 © Greenwood Consultants Limited 2013
Major
Projects
Our Services
Process Revie...
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BS 11000 and the Link to PPC 2000

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Presentation to the Association of Consultant Architects PPC/TPC Steering Group, 17 July 2013.
Paul R Greenwood, Managing Director, Greenwood Consultants Limited

Published in: Business, Education
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BS 11000 and the Link to PPC 2000

  1. 1. Introduction to BS 11000 - and the Link to PPC 2000 Paul R Greenwood Managing Director Greenwood Consultants Limited ACA PPC/TPC Steering Group 17 July 2013
  2. 2. June 2013GCT52-05 BS11000 & PPC2000 Page 2 © Greenwood Consultants Limited 2013 Agenda • What is BS 11000? • Who Uses It? • Relationships • The Standard • Phases • Stages • Links to PPC 2000 • Certification • Summary
  3. 3. June 2013GCT52-05 BS11000 & PPC2000 Page 3 © Greenwood Consultants Limited 2013 What is BS 11000? “ a strategic framework to establish and improve collaborative relationships in organisations of all sizes.” • From concept to disengagement • Developed by DTI/CBI • First national standard of its type
  4. 4. June 2013GCT52-05 BS11000 & PPC2000 Page 4 © Greenwood Consultants Limited 2013 What is BS 11000? • Part 1 - Framework Specification • What • Part 2 - Guide to Part 1 • Why • How
  5. 5. June 2013GCT52-05 BS11000 & PPC2000 Page 5 © Greenwood Consultants Limited 2013 Relationship Types • Single project or programme • Individual relationship • Multiple identified relationships • Full application for all identified relationship types “... where collaboration can open new strategic opportunities” “ potential for improvement through the adoption of a collaborative relationship” Collaborative Relationship Management Supply -Chain Internal Partners External Partners Clients/ Customers Based upon ‘Multi-Dimensional Relationships’ (aka North-South Diagram), BS 11000-1:2010 Collaborative Business Relationships - Part 1: A framework specification.
  6. 6. June 2013GCT52-05 BS11000 & PPC2000 Page 6 © Greenwood Consultants Limited 2013 Timeline 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 ‘Constructing the Team’ Latham ‘Rethinking Construction’ Egan ‘Accelerating Change’ Strategic Forum PPC 2000 Contract ACA TPC 2005 Contract ACA NEC Partnering Option X12 New Engineering Contract ICE Formation of Partnership Sourcing Ltd by DTI & CBI Launch of the CRAFT Programme ‘Guide to Partnering’ MOD BSI PAS 11000 BS 11000-1 (Standard) BS 11000-2 (Guide) ISO 11000 Committee First Certifications by BSI ‘Building Down Barriers’ MOD
  7. 7. June 2013GCT52-05 BS11000 & PPC2000 Page 7 © Greenwood Consultants Limited 2013 Early Adopters • PAS 11000 • Aerospace • BS 11000 • Defence • Rail • Facilities • • EMCOR, Lockheed Martin, NATS , Raytheon Systems • MOD, Boeing, Fujitsu, HP • Network Rail, Babcock Rail, Balfour Beatty, Colas, Costain, Hochtief, Rail Tech • Babcock, Capita, Mouchel •
  8. 8. June 2013GCT52-05 BS11000 & PPC2000 Page 8 © Greenwood Consultants Limited 2013 Failure of Collaborative Relationships
  9. 9. June 2013GCT52-05 BS11000 & PPC2000 Page 9 © Greenwood Consultants Limited 2013 Political influences Economic influences Technological influences Ecological influences Legal influences Socio-cultural influences The Organisation as an Open System Informal Sub-System Leadership Culture Politics Formal Sub-System Objectives Structure Strategy Systems Influence Conflict Cooperation EXTERNAL ENVIRONMENT INTERNAL ENVIRONMENT TEMPORAL ENVIRONMENT ‘The Organisation as an Open System’, Dr B Senior, Organisational Change, Sasin GIBA Chulalongkorn University,1997.
  10. 10. June 2013GCT52-05 BS11000 & PPC2000 Page 10 © Greenwood Consultants Limited 2013 The BS 11000 Model Phase 1 Strategic Stage 3 Internal Assessment Stage 1 Awareness Stage 2 Knowledge Phase 3 Management Stage 8 Exit Strategy Stage 7 Staying Together Phase 2 Engagement Stage 6 Value Creation Stage 5 Working Together Stage 4 Partner SelectionPPC Issues
  11. 11. June 2013GCT52-05 BS11000 & PPC2000 Page 11 © Greenwood Consultants Limited 2013 Phase 1 Strategic Phase 1 Strategic Stage 3 Internal Assessment Stage 1 Awareness Stage 2 Knowledge Phase 3 Management Stage 8 Exit Strategy Stage 7 Staying Together Phase 2 Engagement Stage 6 Value Creation Stage 5 Working Together Stage 4 Partner Selection
  12. 12. June 2013GCT52-05 BS11000 & PPC2000 Page 12 © Greenwood Consultants Limited 2013 Stage 1 Awareness 1. Senior executive 2. Policy 3. Objectives 4. Value 5. Identification and segmentation of business relationships 6. Resources, competencies and behaviours 7. Initial risk assessment 8. Implementation plan 9. Documentation 10. Initiating the relationship management plan Development of the strategic approach to collaborative working
  13. 13. June 2013GCT52-05 BS11000 & PPC2000 Page 13 © Greenwood Consultants Limited 2013 Stage 2 Knowledge 1. Developing a specific business strategy 2. Competence and training 3. Knowledge capture, creation and management 4. Knowledge sharing 5. Strategy and business case development 6. Risk management process 7. Implementation plan 8. Relationship management plan Development of a specific implementation strategy for an identified opportunity
  14. 14. June 2013GCT52-05 BS11000 & PPC2000 Page 14 © Greenwood Consultants Limited 2013 Stage 3 Internal Assessment 1. Self assessment 2. Collaborative leadership 3. Partner selection criteria 4. The challenge of alignment 5. Consolidating the next steps through internal action plan 6. SER review 7. Relationship management plan Undertaking a structured assessment of the capability and maturity to successfully engage in a collaborative initiative
  15. 15. June 2013GCT52-05 BS11000 & PPC2000 Page 15 © Greenwood Consultants Limited 2013 Phase 2 Engagement Phase 1 Strategic Stage 3 Internal Assessment Stage 1 Awareness Stage 2 Knowledge Phase 3 Management Stage 8 Exit Strategy Stage 7 Staying Together Phase 2 Engagement Stage 6 Value Creation Stage 5 Working Together Stage 4 Partner Selection
  16. 16. June 2013GCT52-05 BS11000 & PPC2000 Page 16 © Greenwood Consultants Limited 2013 Stage 4 Partner Selection 1. Nominate potential collaborative partners 2. Partner evaluation and selection action plans 3. Creating joint objectives 4. Negotiating for collaboration 5. Partner selection 6. Relationship management plan Undertaking a structured approach to the identification, evaluation and selection of appropriate partners
  17. 17. June 2013GCT52-05 BS11000 & PPC2000 Page 17 © Greenwood Consultants Limited 2013 Stage 4 Partner Selection 1. Nominate potential collaborative partners 2. Partner evaluation and selection action plans 3. Creating joint objectives 4. Negotiating for collaboration 5. Partner selection 6. Relationship management plan Undertaking a structured approach to the identification, evaluation and selection of appropriate partners Pre-qualification Tender selection criteria Tender
  18. 18. June 2013GCT52-05 BS11000 & PPC2000 Page 18 © Greenwood Consultants Limited 2013 Stage 5 Working Together 1. Governance 2. Organizational structure 3. Joint knowledge management 4. Communications management 5. Joint risk management 6. Business process management 7. Contracting arrangements 8. Performance measurement 9. Improvement 10. Relationship management plan Establishing the right platform for collaborative working
  19. 19. June 2013GCT52-05 BS11000 & PPC2000 Page 19 © Greenwood Consultants Limited 2013 Stage 5 Working Together 1. Governance 2. Organizational structure 3. Joint knowledge management 4. Communications management 5. Joint risk management 6. Business process management 7. Contracting arrangements 8. Performance measurement 9. Improvement 10. Relationship management plan Establishing the right platform for collaborative working PPC 2000 or TPC 2005 Joining Agreements a/r Partnering Timetable Project Partnering Agreement
  20. 20. June 2013GCT52-05 BS11000 & PPC2000 Page 20 © Greenwood Consultants Limited 2013 Stage 6 [Additional] Value Creation 1. Establishing a value creation programme 2. Improvement team 3. Improvement target setting 4. Value drivers 5. Learning from experience 6. Initiating the innovation process 7. Relationship management plan Establishing approaches that seek to build additional value out of the joint relationship
  21. 21. June 2013GCT52-05 BS11000 & PPC2000 Page 21 © Greenwood Consultants Limited 2013 Stage 6 [Additional] Value Creation 1. Establishing a value creation programme 2. Improvement team 3. Improvement target setting 4. Value drivers 5. Learning from experience 6. Initiating the innovation process 7. Relationship management plan Establishing approaches that seek to build additional value out of the joint relationship Pre-Construction Agreement a/r
  22. 22. June 2013GCT52-05 BS11000 & PPC2000 Page 22 © Greenwood Consultants Limited 2013 Phase 3 Management Phase 1 Strategic Stage 3 Internal Assessment Stage 1 Awareness Stage 2 Knowledge Phase 3 Management Stage 8 Exit Strategy Stage 7 Staying Together Phase 2 Engagement Stage 6 Value Creation Stage 5 Working Together Stage 4 Partner Selection
  23. 23. June 2013GCT52-05 BS11000 & PPC2000 Page 23 © Greenwood Consultants Limited 2013 Stage 7 Staying Together 1. Monitoring and measuring the relationship 2. Ongoing management 3. Continual innovation 4. Maintaining behaviours and trust 5. Delivering performance 6. Analysis of results 7. Issue resolution 8. Joint exit strategy 9. Relationship management plan Ongoing joint management of collaborative initiatives
  24. 24. June 2013GCT52-05 BS11000 & PPC2000 Page 24 © Greenwood Consultants Limited 2013 Stage 7 Staying Together 1. Monitoring and measuring the relationship 2. Ongoing management 3. Continual innovation 4. Maintaining behaviours and trust 5. Delivering performance 6. Analysis of results 7. Issue resolution 8. Joint exit strategy 9. Relationship management plan Ongoing joint management of collaborative initiativesCommencement Agreement
  25. 25. June 2013GCT52-05 BS11000 & PPC2000 Page 25 © Greenwood Consultants Limited 2013 Stage 8 Exit strategy 1. Establishing and maintaining a joint exit strategy 2. Analysis of exit strategy 3. Evaluating changes 4. Initiating the process 5. Business continuity and transition 6. Future opportunities 7. Relationship management plan Developing and maintaining an effective strategy for disengagement
  26. 26. June 2013GCT52-05 BS11000 & PPC2000 Page 26 © Greenwood Consultants Limited 2013 Pre-Qualification BS 11000 and PPC 2000 Coordination Phase 1 Strategic Stage 3 Int’ Assessment Stage 1 Awareness Stage 2 Knowledge Phase 3 Management Stage 8 Exit Strategy Stage 7 Staying Together Phase 2 Engagement Stage 6 Value Creation Stage 5 Working Together Stage 4 Partner Selection Joining Agreement Pre-Construction Agree’t Commencement Agree’t Project Completion Project Partnering Agree’t Tender Partnering Timetable
  27. 27. June 2013GCT52-05 BS11000 & PPC2000 Page 27 © Greenwood Consultants Limited 2013 Stage 8 Exit Strategy 1 Awareness 7 Staying Together 6 Value Creation 5 Working Together 4 Partner Selection 3 Internal Assessment 2 Knowledge BS 11000 Themes Phase 1 STRATEGIC 3 MANAGEMENT 2 ENGAGEMENT
  28. 28. June 2013GCT52-05 BS11000 & PPC2000 Page 28 © Greenwood Consultants Limited 2013 BS 11000 Themes Stage 8 Exit Strategy 1 Awareness 7 Staying Together 6 Value Creation 5 Working Together 4 Partner Selection 3 Internal Assessment 2 Knowledge Objectives Strategy Relationship Management Plan Exit Strategy Risk Management Knowledge Management Learning Competence & Behaviour Leadership Resources Planning /Action Value Performance Measurement & Improvement Theme ‘BS 11000-1 Themes’, PR Greenwood, 2013 10.1 Establ' 10.2 Analyse 10.4 Initiate 10.7 Relationship Management Plan 3.2 Policy 3.3 Objectives 8.3 Improvement Target Setting 7.1.2 Estab’ Joint Objectives 7.2.2 Setting Joint Objectives 6.3 Creating Joint Objectives 5.1 Self- Assessment 4.1 Strategy 4.5 S’ & BCase 4.5.2 Objectives 3.6 Resources, Competence & Behaviour 9.4 Maintaining Behaviours & Trust 7.1.3 Operational Leadership 6.2.1 Partner Evaluation 5.1.3 Coll’ Prof’ 5.2 Coll’ Lead 5.4 Alignment 4.2 Competence & Training 8.5 Learning from Experience 7.3 Joint Knowledge Management 4.3 K Capture, Creation & Mgt 4.4 K Sharing 3.7 Initial RA 7.5 Joint RM 4.6 RM Process 9.8 Joint Exit Strategy 4.5.8 Exit Strategy 3.10 Initiating the RMP 9.9 Relationship Management Plan 8.7 Relationship Management Plan 7.10 Relationship Management Plan 5.7 Relationship Management Plan 5.7 Relationship Management Plan 4.8 Relationship Management Plan 3.5.3 for Collaboration 3.8 Implementation 6.2.2 ... Partner Selection Action Plans 5.5 Internal Action Planning 4.7 Implementation Plan 9.1 Mon’/Meas’ 9.3 CI 9.5 Deliv’ Perf’ 9.6 Analysis 8.1 Est’ V Creat’ 8.4 V Drivers 8.6 Innov’ Proc’ 7.8 Perform’ Measurement 7.9 Improvement 4.5.6 Value Analysis Clause PPC 2000
  29. 29. June 2013GCT52-05 BS11000 & PPC2000 Page 29 © Greenwood Consultants Limited 2013 Relationship Management Plan Corporate Relationship Management Plan Business Management System Project Relationship Management Plan Guidelines, Standards Processes & Procedures Project Management Commercial Management Risk Management Training & Development Knowledge Management Objectives Policies
  30. 30. June 2013GCT52-05 BS11000 & PPC2000 Page 30 © Greenwood Consultants Limited 2013 Relationship Management Plan Project Relationship Management Plan Corporate Relationship Management Plan Guidelines, Standards Processes & Procedures Objectives Policies Company A Project Relationship Management Plan Corporate Relationship Management Plan Guidelines, Standards Processes & Procedures Objectives Policies Company B Joint Project Relationship Management Plan Joint Project
  31. 31. June 2013GCT52-05 BS11000 & PPC2000 Page 31 © Greenwood Consultants Limited 2013 Certification • Assessment • 186 requirements • Standard two phase • Certification Bodies BSI • Pilot certifications to PAS 11000-1, 2010 • >50 certifications to BS 11000-1, c24 in pipeline [April 2013] Lloyds • First certification early 2013 [tbc] • Accreditation • Maintains standards across Certification Bodies • Not yet available [following publication of ISO 11001?] a milestone - not an output
  32. 32. June 2013GCT52-05 BS11000 & PPC2000 Page 32 © Greenwood Consultants Limited 2013 Summary • Detailed change and management system model • Addresses competence, behaviour, knowledge, risk, etc - lacking in many contract and systems models • Compatible with standard management system models • Congruent with PPC 2000 • Provides a common language for collaboration • Robust trials and subsequent successful implementation • Traditionally challenging sectors • First application in housing?
  33. 33. Thank you pgreenwood@greenwoodconsultants.com GreenwoodConsultants.com @GreenwoodCLtd
  34. 34. June 2013GCT52-05 BS11000 & PPC2000 Page 34 © Greenwood Consultants Limited 2013 Major Projects Our Services Process Review and Improvement Management Systems Organisation and Process Design and Reengineering Performance Measurement and Improvement Facilitation Collaborative Business and Project Relationships

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