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Project Collaboration Best Practices Guide
AIA-MBA Joint Committee
Collaboration Discussion
Your Logo
Your Logo
Integrated Design Strategies
Benefits of Collaboration / Establishing Culture
Optimizing the Team
Why is Collaboration Important in Construction?
Team Selection Strategies
Enhancing Collaboration through Technology
7
6
5
4
3
2
1
Agenda
The AIA/MBA Joint Committee
Strategies for Owners
7
Resources9
8
The AIA-MBA Joint Committee
Promoting Collaboration
AIA Pittsburgh
Advancing the value of Architects &
Architecture for Over 150 Years!
How does AIA Pittsburgh do it?
The AIA-MBA Joint Committee
Promoting Collaboration
AIA Pittsburgh
• Engage Young & Emerging Professionals
• Constantly Improve Member
Communications
• Promote Value of Architects to Region
• Advocacy
• Educational & Networking Events
The AIA-MBA Joint Committee
Promoting Collaboration
Master Builders’ Association of Western PA
The VOICE of Construction in Western PA:
• 200-plus Members
• 80% of Commercial Construction Marketshare
• 90% of LEED Certified SF
• MBA firms average 41 Years in Business
Master Builders’ Association of Western PA
• Founded in 1886 – Proud Legacy
• Labor Relations
• Safety Management
• Advocacy
• Educational & Networking Events
• Professional Development
The AIA-MBA Joint Committee
Promoting Collaboration
The AIA-MBA Joint Committee
Promoting Collaboration
Chartered in 1965, the AIA-MBA Joint
Committee provides a unique forum for
Architects, General Contractors and Owners
to meet and discuss existing conditions of the
construction industry.
As a result of this forum, a set of guidelines
was created to reflect the best practices for
procedures involving drawings and
specifications, bidding, contract documents
and administrative procedures during
construction.
The AIA-MBA Joint Committee
Promoting Collaboration
AIA-MBA Joint Committee
• Architects – General Contractors - Owners
• MISSION: Maintain Best Practices
• Eight Business Meetings a Year
• Four Construction Owner Roundtables
• James Kling Fellowship Award
The AIA-MBA Joint Committee
Promoting Collaboration
Joint Committee Current Initiatives
• Building Envelope Section
• Design/Assist Recommendation
• Construction Advisor Resource Center
• Project Collaboration Best Practices Guide
The AIA-MBA Joint Committee
Promoting Collaboration
• Fragmentation in traditional delivery
systems causes poor performance
Project Collaboration Best Practices Guide
Why is collaboration important in construction?
‘Ours is the only trillion
dollar industry in the
history of the world in
which misguided
owners demand
processes that
increase cost and
reduce quality.’
The Owner’s Dilemma, 2010
Barbara White Bryson with Canan Yetmen
Project Collaboration Best Practices Guide
Why is collaboration important in construction?
• Complexity of Projects
• Environmental Sustainability
• Information Management
Project Collaboration Best Practices Guide
Why is collaboration important in construction?
• The Traditional Fragmented Process
Project Collaboration Best Practices Guide
Benefits of Collaboration / Establishing Culture
Design Construction
• Boundaries are Beginning to Blur
Project Collaboration Best Practices Guide
Benefits of Collaboration / Establishing Culture
Design Construction
• No “Pure” (or Perfect) Delivery Systems
Project Collaboration Best Practices Guide
Benefits of Collaboration / Establishing Culture
Design Construction
Design/Bid/Build
“IPD”
CM Advisor
CM at Risk
Design/Build
• Key Principles of Integration/Collaboration
Project Collaboration Best Practices Guide
Benefits of Collaboration / Establishing Culture
Behavioral
•Mutual Trust &
Respect
•Open
Communication
•Willingness to
Collaborate
•Collaborative
Innovation
•Collaborative
Decision Making
Organizational
•Strong Leadership
•Jointly Developed
Goals
•Appropriate
Technology (BIM) &
Other Tools
•Intensified Planning
•Co-Location
Contractual
•Mutual Risk and
Reward
•Financial Incentives
Tied to Goals
•Early Key Participant
Involvement
•Multi-Party Contracts
•Liability Waivers
•Fiscal Transparency
• All Else Fails Without Trust
Project Collaboration Best Practices Guide
Benefits of Collaboration / Establishing Culture
Project Collaboration Best Practices Guide
Team Selection Strategies
Setting up the Project for Success: A Good Foundation:
• The key to meeting the program goals and vision on any project is successfully
choosing the right team as early as possible.
• AEC firms have their own expertise, skills, and values – owners need to find
the proper team whose values align with the owner and whose skills match the
project needs.
• AEC individuals need to be identified and they need support from
management.
• Project goals above individual goals.
Project Collaboration Best Practices Guide
Team Selection Strategies
The Selection Process: Weeding through the Options:
• Seek recommendations from business associates, other owners, MBA, AIA, etc. for
firms that have built a similar project.
• Gather as much info as possible on the firms and then request more specific info
through an RFP process.
• Items to consider for RFP:
• Project Philosophy
• Similar Project Resume
• Proposed Team Structure & Resumes
• References
• Unique or Innovative Project Approaches
• DBE Strategies
• Safety Program Overview
Project Collaboration Best Practices Guide
Optimizing the Team
Team Development Process:
• Develop Project Mission
• Define Team Purpose Statement
• Create Performance Statement
• Develop Action Plans
• Gain Commitment & Align Roles
with Team Purpose
• Remain Focused
• Celebrate Success
Project Collaboration Best Practices Guide
Enhancing Collaboration Through Technology
Technology in construction has
led to the improvement of safety,
quality control, and
communication, to name a few
key areas.
The improvement has resulted in
the elimination (or decrease) in
fragmentation, duplication, and
distrust.
A Technology Implementation Plan is a recommended approach
to get all team members to understand the vision and objectives of
the technology to be utilized on a project. To create this plan it is
suggested to begin with the end in mind.
Project Collaboration Best Practices Guide
Integrated Design Strategies
Integrated Design Strategies is
defined by AIA as: “an approach
that integrates people, systems,
business structures, and
practices into a process that
collaboratively harnesses the
talents and insights of all
participants to optimize project
results, increase value to Owner,
reduce waste, and maximize
efficiency through all phases of
design, fabrication &
construction.”
Project Collaboration Best Practices Guide
Integrated Design Strategies
The phases of an Integrated Design Strategy:
Pre Design
• Defines the project and its goals
• Sets the tone for the project
• Helps with Team unity
• Types of meetings: charrettes, programming, facilities management,
partnership
Schematic Design – builds upon the vision created in Pre Design phase. This
phase produces:
• Updated goals & targets matrix
• Preliminary financial estimate
• Schematic design report
• Roles & responsibilities matrix
Design Development
Construction Documentation
Project Collaboration Best Practices Guide
Strategies for Owners
Teamwork on the AGENDA
Confirming RFI’s ONLY
Job Site OFFICE
Team Environment SURVEY
Increased TRANSPARENCY
Teamwork on the
AGENDA
Project Collaboration Best Practices Guide
Strategies for Owners
As discussed, …
Project Collaboration Best Practices Guide
Strategies for Owners
Confirming RFI’s Only
Project Collaboration Best Practices Guide
Strategies for Owners
Job Site OFFICE
Project Collaboration Best Practices Guide
Strategies for Owners
4.36
4.55
4.09
4.27
4.55
4.45
4.55
4.55
0 1 2 3 4 5
Communication
Acknowledgement of Issues
Timely Resolution
Cooperation
Accountability
Teamwork
Trust
Respect
Survey Rating
SH Team Scorecard: March 2012
Bi-monthly team surveys
Team Environment
SURVEY
Project Collaboration Best Practices Guide
Resources
National Associations:
• American Institute of Architects (AIA)
• AIA Center for Integrated Practice:
http://network.aia.org/centerforintegratedpractice/home
• Associated General Contractors of America (AGC)
• The AGC Collaboration Chronicles:
https://www.agc.org/connect/agc-groups/building-
division/collaboration-chronicles
• Design Build Institute of America (DBIA)
• DBIA Best Practices: http://www.dbia.org/resource-
center/Pages/Best-Practices.aspx
• Lean Construction Institute
• Training & Case Studies: http://www.leanconstruction.org/training/
Regional Resources:
• AIA Pittsburgh: www.aiapgh.org
• Master Builders’ Association: www.mbawpa.org
• AIA-MBA Joint Committee: http://www.aiambajointcommittee.org/
Books
• Broken Building Busted Budgets by Barry B. LePatner
• The Owner’s Dilemma by Barbara White Bryson
• The Commercial Real Estate Revolution by Rex Miller
• The Speed of Trust by Stephen Covey
• The Journal of High-Performance Business: A New Era of
Collaboration by Marty Cole
• The 5 Dysfunctions of a Team by Patrick Lencionoi
Project Collaboration Best Practices Guide
Resources
• Collaboration Survey: Defining Success in
Construction
• Owner Roundtable Sessions in 2016 &
Beyond:
– May
– September
– November
Project Collaboration Best Practices Guide
The Next Steps

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KAPPA AIA MBA Collaboration PP

  • 1. Project Collaboration Best Practices Guide AIA-MBA Joint Committee Collaboration Discussion Your Logo
  • 2. Your Logo Integrated Design Strategies Benefits of Collaboration / Establishing Culture Optimizing the Team Why is Collaboration Important in Construction? Team Selection Strategies Enhancing Collaboration through Technology 7 6 5 4 3 2 1 Agenda The AIA/MBA Joint Committee Strategies for Owners 7 Resources9 8
  • 3. The AIA-MBA Joint Committee Promoting Collaboration
  • 4. AIA Pittsburgh Advancing the value of Architects & Architecture for Over 150 Years! How does AIA Pittsburgh do it? The AIA-MBA Joint Committee Promoting Collaboration
  • 5. AIA Pittsburgh • Engage Young & Emerging Professionals • Constantly Improve Member Communications • Promote Value of Architects to Region • Advocacy • Educational & Networking Events The AIA-MBA Joint Committee Promoting Collaboration
  • 6. Master Builders’ Association of Western PA The VOICE of Construction in Western PA: • 200-plus Members • 80% of Commercial Construction Marketshare • 90% of LEED Certified SF • MBA firms average 41 Years in Business
  • 7. Master Builders’ Association of Western PA • Founded in 1886 – Proud Legacy • Labor Relations • Safety Management • Advocacy • Educational & Networking Events • Professional Development The AIA-MBA Joint Committee Promoting Collaboration
  • 8. The AIA-MBA Joint Committee Promoting Collaboration
  • 9. Chartered in 1965, the AIA-MBA Joint Committee provides a unique forum for Architects, General Contractors and Owners to meet and discuss existing conditions of the construction industry. As a result of this forum, a set of guidelines was created to reflect the best practices for procedures involving drawings and specifications, bidding, contract documents and administrative procedures during construction. The AIA-MBA Joint Committee Promoting Collaboration
  • 10. AIA-MBA Joint Committee • Architects – General Contractors - Owners • MISSION: Maintain Best Practices • Eight Business Meetings a Year • Four Construction Owner Roundtables • James Kling Fellowship Award The AIA-MBA Joint Committee Promoting Collaboration
  • 11. Joint Committee Current Initiatives • Building Envelope Section • Design/Assist Recommendation • Construction Advisor Resource Center • Project Collaboration Best Practices Guide The AIA-MBA Joint Committee Promoting Collaboration
  • 12. • Fragmentation in traditional delivery systems causes poor performance Project Collaboration Best Practices Guide Why is collaboration important in construction?
  • 13. ‘Ours is the only trillion dollar industry in the history of the world in which misguided owners demand processes that increase cost and reduce quality.’ The Owner’s Dilemma, 2010 Barbara White Bryson with Canan Yetmen Project Collaboration Best Practices Guide Why is collaboration important in construction?
  • 14. • Complexity of Projects • Environmental Sustainability • Information Management Project Collaboration Best Practices Guide Why is collaboration important in construction?
  • 15. • The Traditional Fragmented Process Project Collaboration Best Practices Guide Benefits of Collaboration / Establishing Culture Design Construction
  • 16. • Boundaries are Beginning to Blur Project Collaboration Best Practices Guide Benefits of Collaboration / Establishing Culture Design Construction
  • 17. • No “Pure” (or Perfect) Delivery Systems Project Collaboration Best Practices Guide Benefits of Collaboration / Establishing Culture Design Construction Design/Bid/Build “IPD” CM Advisor CM at Risk Design/Build
  • 18. • Key Principles of Integration/Collaboration Project Collaboration Best Practices Guide Benefits of Collaboration / Establishing Culture Behavioral •Mutual Trust & Respect •Open Communication •Willingness to Collaborate •Collaborative Innovation •Collaborative Decision Making Organizational •Strong Leadership •Jointly Developed Goals •Appropriate Technology (BIM) & Other Tools •Intensified Planning •Co-Location Contractual •Mutual Risk and Reward •Financial Incentives Tied to Goals •Early Key Participant Involvement •Multi-Party Contracts •Liability Waivers •Fiscal Transparency
  • 19. • All Else Fails Without Trust Project Collaboration Best Practices Guide Benefits of Collaboration / Establishing Culture
  • 20. Project Collaboration Best Practices Guide Team Selection Strategies Setting up the Project for Success: A Good Foundation: • The key to meeting the program goals and vision on any project is successfully choosing the right team as early as possible. • AEC firms have their own expertise, skills, and values – owners need to find the proper team whose values align with the owner and whose skills match the project needs. • AEC individuals need to be identified and they need support from management. • Project goals above individual goals.
  • 21. Project Collaboration Best Practices Guide Team Selection Strategies The Selection Process: Weeding through the Options: • Seek recommendations from business associates, other owners, MBA, AIA, etc. for firms that have built a similar project. • Gather as much info as possible on the firms and then request more specific info through an RFP process. • Items to consider for RFP: • Project Philosophy • Similar Project Resume • Proposed Team Structure & Resumes • References • Unique or Innovative Project Approaches • DBE Strategies • Safety Program Overview
  • 22. Project Collaboration Best Practices Guide Optimizing the Team Team Development Process: • Develop Project Mission • Define Team Purpose Statement • Create Performance Statement • Develop Action Plans • Gain Commitment & Align Roles with Team Purpose • Remain Focused • Celebrate Success
  • 23. Project Collaboration Best Practices Guide Enhancing Collaboration Through Technology Technology in construction has led to the improvement of safety, quality control, and communication, to name a few key areas. The improvement has resulted in the elimination (or decrease) in fragmentation, duplication, and distrust. A Technology Implementation Plan is a recommended approach to get all team members to understand the vision and objectives of the technology to be utilized on a project. To create this plan it is suggested to begin with the end in mind.
  • 24. Project Collaboration Best Practices Guide Integrated Design Strategies Integrated Design Strategies is defined by AIA as: “an approach that integrates people, systems, business structures, and practices into a process that collaboratively harnesses the talents and insights of all participants to optimize project results, increase value to Owner, reduce waste, and maximize efficiency through all phases of design, fabrication & construction.”
  • 25. Project Collaboration Best Practices Guide Integrated Design Strategies The phases of an Integrated Design Strategy: Pre Design • Defines the project and its goals • Sets the tone for the project • Helps with Team unity • Types of meetings: charrettes, programming, facilities management, partnership Schematic Design – builds upon the vision created in Pre Design phase. This phase produces: • Updated goals & targets matrix • Preliminary financial estimate • Schematic design report • Roles & responsibilities matrix Design Development Construction Documentation
  • 26. Project Collaboration Best Practices Guide Strategies for Owners Teamwork on the AGENDA Confirming RFI’s ONLY Job Site OFFICE Team Environment SURVEY Increased TRANSPARENCY
  • 27. Teamwork on the AGENDA Project Collaboration Best Practices Guide Strategies for Owners
  • 28. As discussed, … Project Collaboration Best Practices Guide Strategies for Owners Confirming RFI’s Only
  • 29. Project Collaboration Best Practices Guide Strategies for Owners Job Site OFFICE
  • 30. Project Collaboration Best Practices Guide Strategies for Owners 4.36 4.55 4.09 4.27 4.55 4.45 4.55 4.55 0 1 2 3 4 5 Communication Acknowledgement of Issues Timely Resolution Cooperation Accountability Teamwork Trust Respect Survey Rating SH Team Scorecard: March 2012 Bi-monthly team surveys Team Environment SURVEY
  • 31. Project Collaboration Best Practices Guide Resources National Associations: • American Institute of Architects (AIA) • AIA Center for Integrated Practice: http://network.aia.org/centerforintegratedpractice/home • Associated General Contractors of America (AGC) • The AGC Collaboration Chronicles: https://www.agc.org/connect/agc-groups/building- division/collaboration-chronicles • Design Build Institute of America (DBIA) • DBIA Best Practices: http://www.dbia.org/resource- center/Pages/Best-Practices.aspx • Lean Construction Institute • Training & Case Studies: http://www.leanconstruction.org/training/
  • 32. Regional Resources: • AIA Pittsburgh: www.aiapgh.org • Master Builders’ Association: www.mbawpa.org • AIA-MBA Joint Committee: http://www.aiambajointcommittee.org/ Books • Broken Building Busted Budgets by Barry B. LePatner • The Owner’s Dilemma by Barbara White Bryson • The Commercial Real Estate Revolution by Rex Miller • The Speed of Trust by Stephen Covey • The Journal of High-Performance Business: A New Era of Collaboration by Marty Cole • The 5 Dysfunctions of a Team by Patrick Lencionoi Project Collaboration Best Practices Guide Resources
  • 33. • Collaboration Survey: Defining Success in Construction • Owner Roundtable Sessions in 2016 & Beyond: – May – September – November Project Collaboration Best Practices Guide The Next Steps