Leveraging Contracts, Culture & Workflows

to Enhance Collaboration & Improve

Project Delivery Outcomes

November 27-29, San Francisco

Day One
Tuesday, November 28

Day Two
Wednesday, November 29

Benchmarking Contracts & Delivery Methods to Enhance Project Outcomes

Chair’s Opening Remarks: Proving the Value of Collaboration

  • Sue Klawans Senior Vice President, Director of Operational Excellence & Planning, Gilbane Building Company


  • Standardizing definitions for the conference: What do we mean by collaboration or integration? What is IPD or IPD Light?
  • Outlining the measurable impact of collaboration across multiple projects: what metrics are important and how can they be tracked?
  • Setting out the objectives of the conference: identifying the barriers to collaboration and tackling them together

Keynote: Outlining How Collaboration Has Improved Key Metrics on a Mega Project

  • Patrick Casey Executive Director – Office of Planning, Design & Construction, University of Mississippi Medical Center
  • James Caston Sr. Project Controls Manager Mega Projects, Jacobs
  • Mary Ann Derr Senior Operations Manager, Walsh Group


  • Hearing how a large number of project partners were able to integrate and work efficiently together to deliver a $1Bn+ project on time and on budget
  • Exploring the contractual methods used, how the team was established and the level of responsibility and risk that was shared
  • Revealing lessons learned and top successes that can be applied to other projects: what worked and what didn’t?

Morning Refreshments & Speed Networking

Introduction to Collaboration Barriers & Working Group Discussions

Collaboration Troubleshooting: Step One – Identifying the Barriers


The audience will sit with members of their ‘community’ – e.g. alongside other owners, general contractors, designers or trade contractors.

Each community will discuss the aspects of project delivery they feel need to be more collaborative, and propose ways in which other project partners could help support this change. Each community will have a designated leader who will summarize ideas and represent the community later in the conference.

Hearing How Collaborative Principals Can Deliver Better Results on Small & Medium Sized Projects

  • Boris Letuchy Director Project Management, MUFG Union Bank
  • Dan Polito Senior Project Manager, Skender Construction


  • Understanding how a collaborative culture can be established quickly and easily, to ensure that the time and effort spent on team building is representative of the value of the project
  • Assessing the ease of integrating small contractors and trades into a collaborative project: gaining buy-in and establishing a shared understanding of the plan
  • Highlighting common mistakes and issues that arise when driving collaboration on small projects and exploring ways to overcome them

Demonstrating the Value Collaboration Brings to a Project: What Can We Measure?


  • Improving the visualization of collaboration: What is collaborative project delivery? How do you know if you’re doing it?
  • Measuring the impact of improved collaboration on a project: Leading and lagging indicators for measuring improvements in cost, quality & delivery, including project team member pain
  • Leveraging experience for continuous improvement: Can we create sustainable processes that can applied to every project and team?

Networking Lunch

Collaboration Troubleshooting: Step Two – Brainstorming Solutions to Barriers


Community leaders from ‘Step One’ will outline the top barriers to collaboration and will create a working group to focus on each barrier. Attendees will have the freedom to join the working group that they feel they can offer the best support to.

Each working group will brainstorm potential solutions to each barrier and create a list of actions they believe should be taken by the industry – i.e. actions for owners, actions for designers, actions for contractors. Each working group will have a leader who will take notes and report back later in the conference.

Benchmarking Contractual Options

Collaboration on a CM at Risk Case Study


  • Hear how a six teams of project partners were able to integrate and work efficiently together to deliver a six-phase, $500M project on time and on budget
  • Implementing the Collaborative and Lean principals with an Owner where this was not their normal practice
  • Exploring the contractual methods used, how the team was established, how collaborative behaviors were implemented, and the oversight provided, and the level of responsibility and risk that was shared
  • Revealing lessons learned and top successes that can be applied to other projects: what worked and what didn’t?

Afternoon Refreshments

Design-Bid-Build Case Study: A Collaborative Approach to Design Changes & Value Engineering


  • Exploring the contract methods considered for the project and the reasons for choosing design-bid-build: was it the best option or would you choose a different method next time?
  • Understanding how the project schedule forced considerable design modifications and value engineering and how this was performed collaboratively to keep the project on schedule and under budget
  • Identifying the decisions on the project that led to a successful outcome and lessons learned that can be applied to future design-bid-build projects

Collaboration on a Design-Build Project


  • Why was this contractual method selected for the project? Explaining the makeup of the team and how risks and responsibilities were shared or divided
  • Exploring how the collaborative approach improved project delivery: what examples do you have in terms of metrics that were measurably improved?
  • What was the biggest lesson learned and what would you change next time in terms of project setup and collaboration culture?

Relationships Matter: An IPD Case Study


  • Exploring the collaboration among a large hospital project team during the structural phase of the project
  • Hearing how investment was placed in culture and fostering of relationships that can last entire careers
  • Outlining successes, lessons learned and visual tools to help facilitate coordination and collaboration

Chair’s Closing Remarks

End of Day One