Maximizing Collaboration & Integration
Across the Entire Preconstruction Lifecycle

May 20-22 2019 | Dallas, Texas

Workshop Day
Monday, May 20

09.00 - 12.00
AM Workshop 1: Leading & Disrupting Traditional Preconstruction Workflows
Workshop Leader: Stewart Carroll, President, Beck Technology Workshop Leader: Martin Fischer, Professor, Stanford University

 

Leading and disruptive preconstruction technology is here. Gone are the days waiting on someone else to figure out how new innovations
fit into construction projects – this information is at your fingertips.

With this intention, this workshop will review current trends in the construction industry and discover gaps that may hinder your company
from getting ahead of the competition. Beginning with an overview of the wave of technology advancements that have changed the
construction industry in recent years, you will be able to discuss and explore the tools and syst

Stewart Carroll, President, Beck Technology

Martin Fischer, Professor, Stanford University

09.00 - 12.00
AM Workshop 2: Modern Enterprise Estimating: The Future of Estimating Is Available Now
Workshop Leader: Tolis Chatzisymeon, President, Nomitech Ltd. Workshop Leader: Maciej Kindler, BIM Lead, Skanska Infrastructure Workshop Leader: Jon Wells, Director of Training & Implementation, Cost-OS Workshop Leader: Carlos Vasquez, Preconstruction Technology Manager, Spawglass

 

BIM technology is now enabling more ultra-performing, next generation tools for BIM takeoff, model correction algorithms and quantification. This workshop will therefore explore how your BIM engine performance effects your productivity and how parametric analysis and data-driven benchmarking can now further optimize rates to outbid your competitors.

 

Building on examples and case studies of how Skanska and Spawglass are transitioning to new tools and applying web-based data driven benchmarking, you will discuss best practices in selecting new estimating software and explore how you can create a fail-safe implementation for enterprise level organizations.

Tolis Chatzisymeon, President, Nomitech Ltd.

Maciej Kindler, BIM Lead, Skanska Infrastructure

Jon Wells, Director of Training & Implementation, Cost-OS

Carlos Vasquez, Preconstruction Technology Manager, Spawglass

12.00 - 13.00
Lunch Break

Room 1: Conceptual Estimating

13.00 - 14.30
Leveraging Historical Data to Improve Conceptual Estimating
Workshop Leader: Ellis Landreth, VP Cost Analysis & Forecasting, Wood Partners

 

Conceptual estimating is a skill that is perfected with experience. However, there are some key tenets that can be kept in mind to ensure accuracy. Whether a refresher course, or initial training in the skill, this workshop will improve your approach by:

 

  • Underlining the fundamentals of conceptual estimating and common pitfalls made by experienced estimators: How can these be identified and dealt with?
  • Demonstrating tools developed to help assess accuracy of historical information and establish uniformity
  • Tackling imperfections of historical data and finding ways to use the raw data to fill in unknown areas of project scope
  • Outlining the process of extracting and tempering relevant historical data that can inform current projects

Ellis Landreth, VP Cost Analysis & Forecasting, Wood Partners

14.30 - 15.30
Refreshment Break

15.00 - 15.10
I need a number and I won’t hold you to it (wink)
Workshop Leader: Nick Papadopoulos, CEO, Eos Group

Requests for budget estimates come in fast and furious. You would rather not but you HAVE to respond. How can you respond quickly with a credible answer?

Nick Papadopoulos, CEO, Eos Group

15.10 - 17.00
Estimating Unfamiliar Project Types: What Do You Do When You Lack Internal Historical Data to Inform Costs?
Workshop Leader: Greg Williamson, VP Preconstruction Services, Bond Brothers

 

  • Outlining approaches to analyzing and breaking down project scope to identify unfamiliar additional costs and create a benchmark order of magnitude
  • Comparing resources that can faster and more easily inform gaps in historical data sets
  • Benchmarking ways of sanity checking and qualifying final estimates to ensure quality of bids when lacking internal expertise

Greg Williamson, VP Preconstruction Services, Bond Brothers

17.00 - 17.30
End of Workshop Day

Room 2: Building & Managing High Quality Departments

13.00 - 14.30
Panel: Structuring High Performing Preconstruction Teams & Services
Workshop Leader: Jim McCarthy, Director of Preconstruction, VDC & Solutions Engineering, M&W Group Workshop Leader: Steve Watkins, Director of Preconstruction, The Walsh Group Workshop Leader: Edward Kurowski, VP Preconstruction, The Pike Company Workshop Leader: Chris Krueger, VP Preconstruction, Owen Steel Company Inc

 

This panel will spotlight how different companies structure their preconstruction teams and manage workloads. You will be able to compare and contrast the various approaches, seeing how each:

 

  • Establish and maintain a collaborative culture across functions
  • Manage departmental workloads to ensure maximum value to every customer despite high demand
  • Approach management of each project: Who leads the preconstruction efforts and ensures consistency from early planning through operations?

Jim McCarthy, Director of Preconstruction, VDC & Solutions Engineering, M&W Group

Steve Watkins, Director of Preconstruction, The Walsh Group

Edward Kurowski, VP Preconstruction, The Pike Company

Chris Krueger, VP Preconstruction, Owen Steel Company Inc

14.30 - 15.00
Refreshment Break

15.00 - 16.30
Fostering the Next Generation of Preconstruction Professionals: Finding, Training & Integrating New Staff
Workshop Leader: Philip Macey, National Director of Collaborative Project Delivery, JE Dunn Construction Workshop Leader: Jason Hickam, Design Phase Services Director, JE Dunn Construction

 

The first half of this session will focus on optimizing staff recruitment and integration into existing teams, exploring challenges such as:

  • Considering all of the key functions of preconstruction and estimating personnel, what are the core competencies to now look for and how can you find them?
  • How can a career in preconstruction be better promoted to the next generation?

Drawing conclusions from initial conversations, the second portion of the workshop will explore more deeply how to effectively train some of the key skills and intuitions of established staff, such as conducting effective design reviews and conceptual estimating.

What are the best approaches to mentoring, improving existing skills and retaining top talent?

Philip Macey, National Director of Collaborative Project Delivery, JE Dunn Construction

Jason Hickam, Design Phase Services Director, JE Dunn Construction

16.30 - 17.00
Developing People Management Skills & Getting the Most Out of People
Workshop Leader: Bryan Niles, Senior Preconstruction Manager, Warfel Construction

 

This half an hour will ensure that you, as a manager of teams and departments, can better understand the needs of your staff and effectively motivate everyone to
consistently deliver their best.

How can you identify, manage, and positively direct various personality types within your team?

Bryan Niles, Senior Preconstruction Manager, Warfel Construction

17.00 - 17.30
End of Workshop Day

Room 3: Alternative Contract & Project Types

13.00 - 14.00
Case Study: Optimizing Design Build & Progressive Design Build Workflows
Workshop Leader: Kyle Caudell, Contract Manager & Assistant PM, D-Mar Construction

 

  • Let’s not waste time: Streamlining communications between stakeholders to maintain transparency and manage documentation from initial project meetings
  • Breaking down the key stages of a design build workflow and setting up teams to action contract requirements: Who is in control and maintaining accountability?
  • Reviewing the different considerations for estimating under design build contracts and how design managers can help to fill in gaps of soft costs

Kyle Caudell, Contract Manager & Assistant PM, D-Mar Construction

14.00 - 14.45
Case Study: Achieving Success with P3 Contracts
Workshop Leader: Caleigh Raymer, Director of Preconstruction, Lendlease

 

  • Understanding how the change in project financing impacts client behavior and relationships
  • Reviewing how negotiated contracts can be improved to align and motivate all construction parties
  • Integrating life cycle cost considerations into bids and estimates to increase success

Caleigh Raymer, Director of Preconstruction, Lendlease

14.45 - 15.15
Refreshment Break

15.15 - 15.45
Case Study: Establishing Collaborative Workflows & Rethinking Cost Development Under IPD Contracts
Workshop Leader: Alex Gregory, Senior Estimator, GH Phipps Construction Company

 

  • Underlining the fundamental principles of IPD and how this alters expectations of all parties through preconstruction
  • Reviewing how to better lead, educate and motivate teams under a new project delivery type to knock down misconceptions and hesitations
  • Optimizing the input of subcontractors when brought onto projects earlier to optimize cost forecasting

Alex Gregory, Senior Estimator, GH Phipps Construction Company

15.45 - 16.00
At the Intersection of Lean & IPD: An Action Guide for Leaders
Workshop Leader: Sue Klawans, Principal, SK Lean

 

Lean, IPD, Collaboration – we hear these terms and strive to continuously improve by applying new approaches and techniques. But what really works?

In this session, we’ll give a practical overview with examples from a unique assembly of over 40 practitioners who provided insights and examples from their experiences to create a guide with principle funding from the Pankow Foundation.

All attendees will have access to the online guide.

Sue Klawans, Principal, SK Lean

16.00 - 16.30
Case Study: Increasing Accuracy of Bids & Estimates When Leveraging Prefab & Modular
Workshop Leader: Nick Masci, VP Construction Services, Triumph Modular Workshop Leader: William Lavoie, Senior Estimator & Project Manager, Triumph Modular

 

  • Building the business case for prefabrication: How have teams been successful in evidencing the benefits and increasing buy-in from all project partners?
  • Improving communication between stakeholders to optimize plans and designs that will truly facilitate success
  • Understanding a changed cost matrix for offsite work to improve the structure of estimates and tracking of project costs

Nick Masci, VP Construction Services, Triumph Modular

William Lavoie, Senior Estimator & Project Manager, Triumph Modular

16.30 - 17.00
Panel: Applying Knowledge from Past Projects in Similar Markets to New Delivery Types

 

Drawing together the experience of all the speakers from the day, this panel will explore how experience and lessons learned in past projects can really help inform developing new workflows when approaching unchartered territory.

17.00 - 17.30
End of Workshop Day

Room 4: Applying Lean Principles in Preconstruction

13.00 - 15.00
Lean Target Value Delivery
Workshop Leader: Sean Williams, Design Phase Manager, GE Johnson Workshop Leader: Greg Morgan, Preconstruction Director, GE Johnson

 

In this workshop, participants will review the principles of Target Value Design and Delivery to ensure you provide maximum value to clients with minimal waste throughout the preconstruction phase. You’ll learn how to:

 

  • Establish the right culture and ‘team approach’ to ensure all keep customerdefined value front of mind
  • Improve team alignment and eliminate waste in workflows
  • Scale best practices for Target Value Design practices regardless of contract type
  • Optimize entire project delivery through effective planning and coordination earlier in precon meetings

Sean Williams, Design Phase Manager, GE Johnson

Greg Morgan, Preconstruction Director, GE Johnson

15.00 - 15.30
Refreshment Break

15.30 - 16.30
Succeeding with Design Input Planning
Workshop Leader: Sean Williams, Design Phase Manager, GE Johnson Workshop Leader: Katie Page, Integrated Services Manager, GE Johnson

 

Typically harnessed by operations teams as a production planning tool, the Last Planner® System is beginning to be leveraged earlier in preconstruction to great success. From this session you’ll understand:

 

  • Benefits of a more collaborative approach to production planning that sets realistic milestones and encourages accountability of all parties
  • How pull planning techniques and principles can be applied in early precon planning meetings between owners, architects and construction teams
  • Common issues that arise in using this system, and tried and tested approaches to overcome these

Sean Williams, Design Phase Manager, GE Johnson

Katie Page, Integrated Services Manager, GE Johnson

16.30 - 17.00
Audience Discussion: Lessons Learned & Actions for the Office

 

This is an opportunity to reflect on the lessons learned from the day and ensure that actions are executed back in the office

17.00 - 17.30
End of Focus Day