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THE GREEN ROUNDTABLE



  Sustainable Performance Institute:
Transforming Practice, Recognizing Leadership


                   Boot Camp Workshop



            Barbra Batshalom, Executive Director
PURPOSE & GOALS FOR TODAY



Understand how to connect sustainability to their business objectives

Use industry metrics to evaluate your company’s true (current) capability

Understand and identify where your company’s ‘gaps’ are

Formulate goals and strategies to achieve excellence & improve performance

Begin to lay the basis of a workplan and approach to address issues, systems,
process gaps

Improve effectiveness to increase buy-in within your company
1. Introductions and Purpose

2. Defining Green Practice:
       What does it really mean to be a sustainability practice?

3. Challenges and Barriers

4. Organizational Assessment:

5. Goal Setting

6. Implementation Planning

7. Discussion
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?
“END	
  OF	
  PIPE”	
  SOLUTIONS	
  AREN’T	
  ENOUGH	
  




Building	
  codes	
  and	
  ra/ng	
  systems	
  are	
  “end	
  of	
  pipe”	
  solu/ons.	
  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	
  prac/ce.	
  
WE	
  NEED	
  TO	
  ADDRESS	
  “THE	
  ROOT”	
  OF	
  THE	
  PROBLEM	
  




The	
  “root	
  of	
  the	
  problem”	
  is	
  that	
  we	
  are	
  s/ll	
  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	
  percep/ons,	
  
expecta/ons	
  and	
  increase	
  collabora/on	
  to	
  succeed.	
  	
  
Design	
  and	
  construc/on	
  companies	
  who	
  have	
  done	
  this	
  have	
  realized	
  success	
  and	
  
delivered	
  performance!	
  
THE	
  CLASSIC	
  CHALLENGE	
  

    We	
  are	
  a	
  “leJ	
  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,	
                                                                func/ons	
  needed	
  to	
  
ra/onal	
  and	
  analy/cal.	
                                                         implement	
  sustainability	
  
The	
  “leJ	
  brain”	
  is	
  where	
                                                 ini/a/ves:	
  holis/c	
  
we	
  thrive,	
  solving	
                                                             synthesizing,	
  subjec/ve	
  
problems,	
  delivering	
                                                              judgments,	
  emo/ons	
  and	
  
solu/ons.	
                                                                            crea/vity.	
  	
  


So	
  we	
  need	
  a	
  logical,	
  methodological	
  and	
  ra/onal	
  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.	
  
Why	
  Is	
  “LEED	
  AP”	
  Not	
  Enough?   	
  
                                Necessary,	
  But	
  Not	
  Sufficient    	
  




                    PEOPLE                                                 COMPANIES
                 (LEED AP)                                                       (SPI)

It	
  is	
  cri/cal	
  for	
  individual	
  prac//oners	
  to	
  be	
  skilled	
  and	
  knowledgeable.	
  
                                                              IF	
  
Sustainable	
  capability	
  stops	
  with	
  the	
  individual,	
  a	
  company	
  will	
  never	
  be	
  able	
  to	
  
deliver	
  consistent,	
  high	
  quality	
  sustainability	
  services!	
  

Gaps	
  will	
  exist	
  in	
  policy,	
  systems,	
  processes	
  –	
  that	
  lead	
  to	
  ins/tu/onalized	
  
expecta/ons	
  and	
  high	
  performance.	
  
Avoid	
  the	
  Paradigm        	
  
            OF	
  RELYING	
  ON	
  A	
  FEW	
  KEY	
  CHAMPIONS	
  

      THAT	
  IS	
  NOT	
  “INSTITUTIONALIZING”	
  SYSTEMS:	
  PROCESSES	
  




INDIVIDUAL EXPERTS                                   COMPANY CAPABILITY
    CHAMPIONS                                           LEADERSHIP
What makes the difference. . .




Between
GREEN design and
BROWN design?



There are 4 elements. . .
Transformative Elements - Order of Importance

  MINDSET
  How we think, the assumptions we make, our perceptions of
  role and expectations of interaction


  PROCESS
  Collaborative decision making, clarity and transparency in
  decision making and clear performance targets


  TOOLS
  Analysis, strategies, life cycle costing, specifications


  PRODUCTS AND TECHNOLOGIES
  Technologies, strategies, things you buy (“green bling”)
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	
  
    informa/on	
  and	
  sta/s/cs	
  can	
  be	
  found	
  at	
  the	
  links	
  below:	
  

Links	
  to	
  blog	
  with	
  survey	
  details:	
  
Part	
  1:	
  hcp://bit.ly/cuIrMa	
             	
          	
  Part	
  2:	
  hcp://bit.ly/dhwZvc	
  
Of	
  the	
  hundreds	
  who	
  par/cipated	
  in	
  the	
  survey,	
  there	
  was	
  an	
  even	
  
distribu/on	
  between	
  execu/ve	
  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)	
  
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
expecta/on	
  to	
  staff.	
              levels make clear
                                         to staff that
Goals	
  are	
  not	
  usually	
  
                                         sustainability is
SMART	
  (specific,	
  
measurable,	
  acainable,	
              part of the job?
/me-­‐bound)	
  and	
  there	
  is	
  
ojen	
  a	
  lack	
  of	
  clear	
  
accountability	
  structure	
             “SMART” goals
for	
  sustainability.	
                  are consistently
                                          set for projects &
                                          organization?
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	
  
                                    Every project
not).	
  
                                    manager
Integra/ve	
  design	
              incorporates life
not	
  yet	
  consistently	
        cycle costing into
used	
  as	
  the	
                 projects?
founda/on	
  for	
  
managing	
  projects.	
  
                                          All project
Inconsistent	
                            achieve clear
applica/on	
  of	
  life-­‐               performance
cycle	
  cos/ng	
  to	
  
                                          goals?
evaluate	
  key	
  
systems	
  decisions.	
  
Green design and
Green	
  specifica/ons	
  not	
            spec standards
always	
  maintained	
  or	
  
                                          are maintained &
used	
  consistently.	
  
                                          used
Lack	
  of	
  clear	
  roles	
  and	
     consistently?
accountability	
  for	
  
implementa/on	
  of	
                     HR supports
sustainability.	
                         green practice:
                                          performance
Cri/cal	
  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?
All contracts,
Contracts	
  and	
  team	
                                scopes & fees
structures	
  ojen	
  	
  
                                                          create conditions
create	
  a	
  barriers	
  for	
  
integra/ve	
  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	
  licle	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
proac/ve	
  team	
  	
  	
  	
  	
  
                                                                Consistent
building	
  happens	
  	
  among	
  
                                                                teambuilding
partners,	
  between	
  
project	
  commitments.	
                                       with
                                                                partners?
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	
  pornolio	
            anything –
of	
  work!	
                        either
                                     operations or
                                     portfolio!
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?)	
  
This way to excellence
                                                           in sustainable design!

                          ?
So	
  now	
  the	
  ques/on	
  is…where	
  are	
  you	
  on	
  the	
  path	
  to	
  design	
  excellence?	
  
     If	
  you	
  have	
  organiza/onal	
  “gaps”	
  to	
  close…what	
  path	
  will	
  you	
  take?	
  	
  
                                  Our	
  roadmap	
  can	
  help	
  you.	
  
THE	
  ORIGINS	
  OF	
  SPI	
  GREEN	
  FIRM	
  CERTIFICATION	
  
                             SPI	
  
                     EXCELLENCE	
  IN	
  DESIGN	
  
                    PROFESSIONAL	
  PRACTICE	
  




                          TRIBUTARIES	
  LEADING	
  TO	
  	
  
                       CREATION	
  OF	
  SPI	
  CERTIFICATION	
  
                                       …Building	
  on	
  
                12	
  years	
  of	
  work	
  with	
  A/E/C	
  and	
  Owners	
  
• 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:	
  
2030
                                                                                           Liv. Bld.
                                                                                           Net Zero
                                                                                           LEED



Client	
  targets:	
  LEED,	
  NZ,	
  LBC,	
  2030	
  =	
  “WHAT”	
  

          	
         	
  	
  	
  	
     	
     	
  	
  	
  	
  	
  SPI	
  =	
  “HOW”	
  
Companies	
  are	
  at	
  different	
  places	
  on	
  their	
  journey	
  to	
  achieving	
  excellence	
  in	
  sustainability	
  
prac/ce.	
  No	
  macer	
  where	
  you	
  are	
  –	
  SPI	
  supports	
  you	
  –	
  or	
  recognizes	
  your	
  achievements!	
  
RECOGNITION	
  &	
  TRANSFORMATION	
  
Observa/ons	
  of	
  best	
  prac/ces	
  from	
  SPI	
  	
  companies	
  
Signs	
  of	
  Change…	
  
                Posibve	
  changes	
  that	
  we’re	
  seeing:
                                                             	
  

  Clearer	
  Roles	
  &	
  Accountability:	
  Director	
  of	
  Sustainability,	
  other…	
  
  Ins/tu/onaliza/on	
  of	
  standard	
  prac/ces/processes	
  (IDP)	
  
  Partnering:	
  Proac/ve	
  rela/onship	
  building	
  using	
  BIM	
  workshops	
  
  Investment	
  in	
  green	
  on	
  projects	
  from	
  overhead,	
  even	
  when	
  
   clients	
  don’t	
  ask	
  for	
  it	
  
  Change	
  in	
  workflow	
  –	
  moving	
  integra/on	
  func/on	
  to	
  earlier	
  in	
  
   the	
  project	
  –	
  lowering	
  costs,	
  reducing	
  risk	
  
  Project	
  performance	
  improves	
  !	
  
  Baseline	
  projects	
  meet	
  LEED	
  without	
  extra	
  effort	
  
For	
  each	
  category	
  we	
  will	
  summarize:	
  
• What	
  it	
  is	
  
 	
   	
  and	
  then:	
  
• Issues	
  
• Solubons	
  
• Metrics	
  
Commitment	
  
Vision	
  
Goals	
  &	
  Purpose	
  
Clear	
  accountability	
  at	
  all	
  levels,	
  in	
  all	
  departments	
  

Strategic	
  Plan	
  to	
  achieve	
  goals	
  over	
  bme	
  

Policies	
  that	
  support	
  goals	
  and	
  implementabon	
  
ISSUES	
                    SOLUTIONS	
                          METRICS	
  
Talk	
  doesn’t	
           Ar/culate	
  clear	
  goals	
        Public	
  materials	
  
  match	
  ac/ons	
         Make	
  expecta/ons	
  and	
         Internal	
  
Lack	
  of	
  SMART	
         priori/es	
  clear	
                 communica/ons	
  
  goals	
                   Shij	
  culture	
  to	
  align	
     SURVEYS	
  !!!	
  
Staff	
  don’t	
  feel	
       with	
  goals	
                    Accountability	
  
  empowered	
               Implementa/on	
  /	
                   structure	
  
                              strategic	
  plan	
  
                            Mandate	
  sustainability	
  
                              on	
  all	
  projects	
  
EVIDENCE	
  of	
  CONSISTENT	
  applica/on	
  of	
  sustainable	
  design	
  principles	
  as	
  
  a	
  basis	
  of	
  design	
  excellence	
  –	
  and	
  ‘ins/tu/onaliza/on’	
  of	
  sustainability	
  
  approach	
  

Integra/ve	
  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,	
  specifica/ons	
  and	
  models	
  consistently	
  incorporate	
  green	
  
  design	
  standards.	
  	
  
ISSUES	
                   SOLUTIONS	
                          METRICS	
  
No	
  clear	
  goals	
     Clear	
  project	
  goals	
          Mee/ng	
  notes	
  /	
  
Only	
  ‘on	
              IDP	
  as	
  a	
  founda/on	
          agendas	
  
  demand’	
                  for	
  proj.	
  mngmt.	
           Workplans	
  
Specs/dwgs	
  not	
        Workplans	
                          Analysis	
  
  consistent	
             Life	
  cycle	
  cos/ng	
  and	
     Drawings	
  &	
  Specs	
  
Low	
                        other	
  analysis	
                Bldg.	
  Cer/fica/ons	
  
  performance	
                                                 Performance	
  
                                                                  tracking	
  
CRITICAL	
  RELATIONSHIPS	
  are	
  highly	
  collabora/ve	
  

Crea/ng	
  “ TEAMS”	
  –	
  project	
  based	
  and	
  ongoing	
  
 proac/ve	
  team	
  building	
  

Inten/onally	
  crea/ng	
  condi/ons	
  conducive	
  to	
  success:	
  
  contracts,	
  scope,	
  deliverables,	
  expecta/ons	
  

Enabling	
  IPD	
  and	
  use	
  of	
  key	
  tools,	
  like	
  BIM,	
  amongst	
  a	
  
 team	
  
ISSUES	
                    SOLUTIONS	
                       METRICS	
  
Barriers	
  to	
  IPD	
     Proac/ve	
  team	
                Scope/fee	
  
                              building	
                        charrece	
  
Lack	
  of	
  
  inten/onal	
              Project	
  structure	
  and	
     Contracts	
  
  TRUST	
                     plan	
                          Minutes,	
  agendas,	
  
  building	
                Process	
  Mapping	
                workplans	
  
No	
                                                          SURVEYS	
  –	
  
  collabora/on	
                                                internal,	
  external	
  
  plan	
  
Tools	
  and	
  Resources	
  (green	
  products,	
  analysis,	
  etc)	
  

	
  Design/spec	
  standards	
  (ins/tu/onalized)	
  

Professional	
  Development	
  through	
  many	
  methods	
  	
  
	
  	
  (team	
  learning,	
  project	
  based	
  coaching,	
  lecture,	
  etc)	
  

HR:	
  Handbook,	
  performance	
  reviews,	
  job	
  descrip/ons,	
  
 incen/ves	
  (non	
  financial)	
  

Investment	
  –	
  ongoing	
  –	
  in	
  projects,	
  R&D,	
  etc.	
  
ISSUES	
                       SOLUTIONS	
                            METRICS	
  
Lack	
  of	
  cri/cal	
        Clarify	
  perf.	
                     Survey	
  to	
  all	
  staff	
  
  tools	
                        expecta/ons	
                        Handbook,	
  office	
  
                               Build	
  cri/cal	
  tools	
  	
          manual	
  
Lack	
  of	
  internal	
  
                               Tie	
  prof	
  dev	
  to	
             New	
  employee	
  
  standards	
                                                           orienta/ons	
  
                                 ins/tu/onal	
  
Lack	
  of	
  effec/ve	
          performance	
  goals	
               Job	
  Descrip/ons	
  
  prof.	
  dev.	
  plans	
     Ins/tute	
  clarity	
  in	
  job	
     Performance	
  reviews	
  
HR	
  doesn’t	
                  descrip/ons,	
  perf	
               Templates	
  for	
  agendas,	
  
  support	
                      reviews	
                              workplans,	
  	
  
  sustainability	
             Inten/onal	
  learning	
               Tools	
  &	
  resources	
  
  goals	
                        and	
  feedback	
  
                                                                      Professional	
  
                                                                        Development	
  plan	
  
Track	
  metrics	
  and	
  feedback	
  loops	
  for	
  two	
  	
  
 scales	
  of	
  your	
  business:	
  

•	
  Pornolio-­‐wide	
  performance	
  of	
  projects	
  over	
  /me	
  

•	
  Environmental	
  footprint	
  of	
  your	
  corpora/on	
  
ISSUES	
                   SOLUTIONS	
                       METRICS	
  
No	
  feedback	
           Request	
  &	
  track	
           LEED	
  –	
  especially	
  
 loops!	
                    performance	
  data	
             EBOM	
  –	
  Estar,	
  etc	
  
No	
  baseline	
  or	
     Start	
  baseline	
  and	
        Standard	
  lecer	
  /	
  
 plan	
  to	
                priori/ze	
  strategies	
         communica/on	
  
 reduce	
                    to	
  reduce	
  footprint	
       ins/tu/onalized	
  
 footprint	
                                                 Client	
  Surveys	
  
                                                             Environmental	
  
                                                               Footprint	
  baseline	
  
                                                               begun,	
  executed	
  and	
  
                                                               priori/es	
  iden/fied.	
  
1.0 Leadership, Strategy & Policy



What are the key factors of good leadership?

How do you institutionalize accountability?
1.0 Leadership, Strategy & Policy

1.1 Vision and Goals
Required         1.1.1 Organizational Goals
Required         1.1.2 Project Goals
1.2 Strategy and Implementation Planning
Required         1.2.1 Well Defined Strategies
Required         1.2.2 Implementation Plan
1.3 Policy
Required         1.3.1 Policies Exist
Required         1.3.2 Policies Communicated Effectively
1.4 Leadership & Accountability
Required         1.4.1 Visible Commitment
Required         1.4.2 Accountability Structure
1.5 Feedback Loops
Required         1.5.1 Indicators Defined
Required         1.5.2 Feedback Tracked
1.6 Leadership Support
Required         1.6.1 Internal Capacity Building
Optional         1.6.2 External Support - Consultants
1.7 Innovation
Optional         1.7 Innovation
2.0 Project Delivery
2.1 Pre-Project Assessment
Required 2.1.1 Assessment
Required 2.1.1 Pre-Construction Services
2.2 Building an Integrated Team
Required 2.2.1 Team Structure & Expectations
Required 2.2.2 Team Building
2.3 Goals & Planning
Required 2.3.1 Project Performance Goals
Required 2.3.2 Process Design
2.4 Project Phases
Required 2.4.1 Conceptualization
Required 2.4.2 Criteria Design
Required 2.4.3 Detailed Design
Required 2.4.4 Implementation Documents
Required 2.4.5 Agency Review
Required 2.4.6 Buyout
Required 2.4.7 Construction CA
Required 2.4.8 Closeout
2.5 Operations
Required 2.5.1 Ongoing Performance
Optional 2.5.2 Ongoing Commissioning
Optional 2.5.3 3rd Party Certifications
Required 2.5.4 Ongoing Performance Data Tracking
2.6 Innovation
Optional 2.5.5 Innovation
3.0 Infrastructure and Support Systems
3.1 Tools & Resources
Required     3.1.1 Project Management Tools & Templates
Required     3.1.2 Product Evaluation
Required     3.1.3 Reference & Sample Libraries
Required     3.1.4 Analysis - Bldg Performance
Required     3.1.5 Design Standards
Required     3.1.6 Specification Standards
Required     3.1.7 Templates
Required     3.1.8 IT Processes
Required     3.1.9 Communication
3.2 Human Resources
Required     3.2.1 Performance Management
Required     3.2.2 Employee Manual and Orientation
Required     3.3.4 Tracking Metrics
3.3 Training, Education, Continuous Learning
Required     3.3.1. Education Plan
Required     3.3.2 Interpersonal Skills
Required     3.3.3 Management Skills
Required     3.3.4 Technical Skills
3.4 Marketing
Required     3.4.1 Website
Required     3.4.2 Collatoral
Required     3.4.3 Proposals
Required     3.4.4 Public Presence
3.5 Quality Control Processes
Required     3.5.1 QC systems
Required     3.5.2 QC effectiveness
3.6 R&D
Optional     3.6.0 R&D Activities
3.7 Innovation
Optional     3.7.0 Innovation
4.0 Partnering & Collaboration
4.1 Proactive Team Building
Optional          4.1.1 Ongoing team building activities
Optional          4.1.2 Repetitive Teaming

4.2 Project Solicitation
Required            4.2.1 RFP
Required            4.2.2 Proposals
Required            4.2.3 Design Team Selection Process
4.3 Contractual Agreements
Required           4.3.1 Legal Contracts
Required           4.3.2 Additional Consultants
4.4 Partner Performance & Team Communications
Optional           4.4.1 Formal Partnering
Required           4.4.2 Partnering Methodology
Required           4.4.3 Collaboration Effectiveness
4.5 R&D Partnering
Optional            4.5.0 R&D Partnerships established specifically
to pursue research & development of best practices, tools resources
or technologies.

4.6 Innovation
Optional           Innovation
5.0 Outcomes and Metrics

5.1 Project Portfolio
Optional          5.1.1 Third Party Certifications
Required          5.1.2 Performance Tracking Request
Required          5.1.3 Performance Tracking
Required          5.1.4 Performance Feedback Loop

5.2 Company Sustainability Footprint
Required      5.2.1 Environmental Impact Baseline
Required      5.2.2 Social Impact Baseline
Required      5.2.3 Goals, Priorities and Implementation plan
Required      5.2.4 Tracking Systems
Optional      5.2.5 Corporate Certification
Required      5.2.6 Performance Feedback Loop

5.3 Innovation
Optional         5.3.0 Innovation
Goal setting: charting a course
Define	
  Your	
  Pracbce	
  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	
  prac/ces	
  that	
  	
  	
  
     	
  	
  you	
  use	
  currently?	
  

Set	
  Your	
  Goals	
  &	
  Indicators	
  
     • What	
  are	
  your	
  BHAGs	
  (big	
  hairy	
  audacious	
  goals)	
  
     • SMART	
  goals?	
  SMART	
  =	
  
     	
  	
  (specific,	
  measurable,	
  achievable,	
  realis/c	
  &	
  /me-­‐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      	
  
Define	
  Your	
  Pracbce	
  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	
  prac/ces	
  that	
  	
  	
  
    	
  	
  you	
  use	
  currently?	
  
HINT:	
  if	
  you	
  base	
  your	
  internal	
  discussions	
  of	
  goal	
  seung	
  in	
  the	
  
context	
  of	
  basic	
  business	
  issues,	
  you	
  will	
  have	
  more	
  ‘buy-­‐in’.	
  
Start	
  by	
  addressing	
  these	
  fundamental	
  ques/ons	
  and	
  then	
  /e	
  
sustainability	
  back	
  to	
  them	
  to	
  understand	
  your	
  baseline:	
  
HINT:	
  if	
  you	
  base	
  your	
  internal	
  discussions	
  of	
  goal	
  seung	
  in	
  the	
  
context	
  of	
  basic	
  business	
  issues,	
  you	
  will	
  have	
  more	
  ‘buy-­‐in’.	
  
Start	
  by	
  addressing	
  these	
  fundamental	
  ques/ons	
  and	
  then	
  /e	
  
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	
  Afracbon	
  and	
  Retenbon	
  (quality)	
  
Quality	
  Control	
  -­‐	
  Consistency	
  in	
  design	
  and	
  delivery	
  
Exposure/Liability	
  
Management	
  -­‐	
  staff	
  and	
  budget,	
  company	
  and	
  project	
  
Transfer	
  of	
  Knowledge	
  and	
  Knowledge	
  Mngmt	
  
Mentoring	
  
Relabonships	
  
         	
  client	
  (repeat	
  and	
  acrac/on)	
  
         	
  consultants	
  
What’s	
  your	
  vision	
  for	
  the	
  future?	
  
What	
  are	
  your	
  goals?	
  

Set	
  achievable	
  SMART*	
  goals...	
  


…understanding	
  your	
  current	
  
capabilibes,	
  future	
  vision,	
  and	
  how	
  
you	
  might	
  get	
  there.	
  

     *SMART	
  =	
  specific,	
  measurable,	
  achievable,	
  
     realis/c,	
  Time-­‐bound  	
  
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
Examples	
  –	
  Sekng	
  Indicators,	
  Tracking	
  Metrics	
  
 1. Profitability:
 Collaborative process will improve baseline profitability in project management by X% over _ years.
 (reduced volume of change orders consistent across studios)
 New scope within existing type of contracts will grow by _ in _ projects per year
 New scope for existing clients – proactive proposed work
 New clients

 2. Capacity:
 every studio has its own green evaluator
 office has one coordinator (or committee takes on expanded function)
 every XXX employee has LEED AP and has worked on X projects
 every XXX employee in design has proficiency and comfort level with building sciences
 X staff become Process facilitation leaders for charrette processes
 Internal mechanisms for ongoing training/mentoring are in place
 Infrastructure to share (green) information – existing or new is in place

 3. Quality:
 performance and post occupancy metrics quantified and used in marketing
 change orders (quality of design) and other indicators of management controlled

 4. Enhanced Relationships:
 Consultants
 Existing – higher level of input and quality in deliverables. Satisfaction in working relationships
 New – some new consultants will replace others that did not comply
 Clients, repeat and new, see profitability. Overall XXX’s reputation with existing and new clients
 transforms and considered “go to” firm for green design in their sectors.
 Internal – specific indicators around communication, consistency of project management and finance

 5. Internal Process Efficiency:
 Project management – process maps show changes over time and result in improved profitability
 Company management: transfer of knowledge, mentoring around green issues becomes embedded in
 existing mechanisms
Sample workplan - strategy and action
Parallel activities
SPI	
  –	
  Formal	
  Process	
  to	
  Support	
  You	
  -­‐	
  Cer/fica/on	
  
1.	
  Registra/on	
  and	
  company	
  profile	
  
2.	
  Assessment,	
  which	
  creates	
  a	
  baseline	
  and	
  shared	
  
understanding	
  of	
  your	
  current	
  situa/on.	
  Then	
  one	
  of	
  two	
  
things	
  happen	
  next:	
  
          	
  3a.	
  AUDIT	
  !	
  (If	
  sustainability	
  is	
  truly	
  ins/tu/onalized)	
  

          	
  3b.	
  GAP	
  iden/fica/on,	
  strategy	
  and	
  support	
  
          	
  	
  (if	
  you	
  have	
  “gaps”	
  to	
  close)	
  
          	
  We	
  can	
  provide	
  support	
  to	
  address	
  gaps	
  in	
  policy,	
  strategy	
  consul/ng,	
  
           	
  educa/on	
  &	
  training,	
  coaching	
  

3.	
  Cer/fica/on!	
  
4.	
  Annual,	
  brief,	
  Check-­‐In	
  
5.	
  Every	
  3	
  years,	
  re-­‐cer/fica/on	
  
SPI	
  Cerbficabon	
  Process	
  
 Registration




                A                                 Boot Camp
 Assessment
                B             Audit


                                                      Audit




                                      CERTIFICATION


                                   Continuous improvement
Owner and Company Endorsements




                                   “Knowing	
  a	
  firm	
  is	
  cerbfied	
  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	
  
Lawrence Healey
      SPI          Director of Real Estate, Design and Planning,
Certification is   Blue Cross/Blue Shield
a great tool for
   owners!         Douglas W. Noonan, PE
                   Head of Group Corporate Real Estate Adidas Group
                   CORENET Global, New England Chapter

                   John Ziegler, AIA
                   Director - Off-Campus Development
                   Princeton University
Lawrence Healey
Director of Real Estate, Design and Planning, Blue Cross/Blue Shield



We will use this as a factor in selecting service provider firms. It
makes more of a statement than just knowing that a firm has
completed some LEED projects or had LEED trained staff…

Knowing the firm is certified tells me they has leadership and
systems in place to back them up.

If a firm is willing to go through the audit, it tells me something
useful about them, that they really take sustainable seriously. It’s
something that sets them apart, it makes them a leader.
Douglas W. Noonan, PE
Head of Group Corporate Real Estate Adidas Group & CORENET
Global, NE Chapter


SPI certification will absolutely be a factor in my selecting an
architect, engineer and contractor.

You’re covering something that needs to be covered, moving beyond
individual LEED and project LEED.

Every service provider that comes to us tells us they’re experts in
sustainable design and construction. In truth, there’s no way for them
to back that claim up (until now).

If the firm has been certified, then I can be comfortable that sustainability
is something organic to the way they operate, not something they’ve
just added on.
John Ziegler, AIA
Director - Off-Campus Development, Princeton University



The certification puts some real teeth in sustainable design.
Showing that sustainable design is really integrated into a firm’s culture
over time means much more to me than knowing that the firm has
built some LEED buildings or has some LEED accredited staff.

It’s also significant to me that your certification process tracks
firms over time. Firms getting their buildings LEED certified doesn’t
tell me much, it’s just a comment on a point in time. Your certification
process is helpful to us because it tracks firms over time.
Its in our hands
Truth	
  about	
  green	
  firms,	
  “prequel”:	
  hcp://bit.ly/greentruth	
  	
  
Links	
  to	
  blog	
  with	
  survey	
  details	
  
Part	
  1:	
  hcp://bit.ly/cuIrMa	
  	
  

Part	
  2:	
  hcp://bit.ly/dhwZvc	
  
“The	
  Integra/ve	
  Design	
  Guide	
  to	
  Green	
  Building:	
  Redefining	
  the	
  
Prac/ce	
  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	
  Integra/ve	
  Process	
  
THANK YOU




      617-374-3740
www.greenroundtable.org
info@greenroundtable.org

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Greening Your Firm Boot Camp

  • 1. THE GREEN ROUNDTABLE Sustainable Performance Institute: Transforming Practice, Recognizing Leadership Boot Camp Workshop Barbra Batshalom, Executive Director
  • 2. PURPOSE & GOALS FOR TODAY Understand how to connect sustainability to their business objectives Use industry metrics to evaluate your company’s true (current) capability Understand and identify where your company’s ‘gaps’ are Formulate goals and strategies to achieve excellence & improve performance Begin to lay the basis of a workplan and approach to address issues, systems, process gaps Improve effectiveness to increase buy-in within your company
  • 3. 1. Introductions and Purpose 2. Defining Green Practice: What does it really mean to be a sustainability practice? 3. Challenges and Barriers 4. Organizational Assessment: 5. Goal Setting 6. Implementation Planning 7. Discussion
  • 4. 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?
  • 5. “END  OF  PIPE”  SOLUTIONS  AREN’T  ENOUGH   Building  codes  and  ra/ng  systems  are  “end  of  pipe”  solu/ons.  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  prac/ce.  
  • 6. WE  NEED  TO  ADDRESS  “THE  ROOT”  OF  THE  PROBLEM   The  “root  of  the  problem”  is  that  we  are  s/ll  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  percep/ons,   expecta/ons  and  increase  collabora/on  to  succeed.     Design  and  construc/on  companies  who  have  done  this  have  realized  success  and   delivered  performance!  
  • 7. THE  CLASSIC  CHALLENGE   We  are  a  “leJ  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,   func/ons  needed  to   ra/onal  and  analy/cal.   implement  sustainability   The  “leJ  brain”  is  where   ini/a/ves:  holis/c   we  thrive,  solving   synthesizing,  subjec/ve   problems,  delivering   judgments,  emo/ons  and   solu/ons.   crea/vity.     So  we  need  a  logical,  methodological  and  ra/onal  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.  
  • 8. Why  Is  “LEED  AP”  Not  Enough?   Necessary,  But  Not  Sufficient   PEOPLE COMPANIES (LEED AP) (SPI) It  is  cri/cal  for  individual  prac//oners  to  be  skilled  and  knowledgeable.   IF   Sustainable  capability  stops  with  the  individual,  a  company  will  never  be  able  to   deliver  consistent,  high  quality  sustainability  services!   Gaps  will  exist  in  policy,  systems,  processes  –  that  lead  to  ins/tu/onalized   expecta/ons  and  high  performance.  
  • 9. Avoid  the  Paradigm   OF  RELYING  ON  A  FEW  KEY  CHAMPIONS   THAT  IS  NOT  “INSTITUTIONALIZING”  SYSTEMS:  PROCESSES   INDIVIDUAL EXPERTS COMPANY CAPABILITY CHAMPIONS LEADERSHIP
  • 10. What makes the difference. . . Between GREEN design and BROWN design? There are 4 elements. . .
  • 11. Transformative Elements - Order of Importance MINDSET How we think, the assumptions we make, our perceptions of role and expectations of interaction PROCESS Collaborative decision making, clarity and transparency in decision making and clear performance targets TOOLS Analysis, strategies, life cycle costing, specifications PRODUCTS AND TECHNOLOGIES Technologies, strategies, things you buy (“green bling”)
  • 12.
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  • 20. 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   informa/on  and  sta/s/cs  can  be  found  at  the  links  below:   Links  to  blog  with  survey  details:   Part  1:  hcp://bit.ly/cuIrMa      Part  2:  hcp://bit.ly/dhwZvc  
  • 21. Of  the  hundreds  who  par/cipated  in  the  survey,  there  was  an  even   distribu/on  between  execu/ve  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)  
  • 22. 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 expecta/on  to  staff.   levels make clear to staff that Goals  are  not  usually   sustainability is SMART  (specific,   measurable,  acainable,   part of the job? /me-­‐bound)  and  there  is   ojen  a  lack  of  clear   accountability  structure   “SMART” goals for  sustainability.   are consistently set for projects & organization?
  • 23. 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   Every project not).   manager Integra/ve  design   incorporates life not  yet  consistently   cycle costing into used  as  the   projects? founda/on  for   managing  projects.   All project Inconsistent   achieve clear applica/on  of  life-­‐ performance cycle  cos/ng  to   goals? evaluate  key   systems  decisions.  
  • 24. Green design and Green  specifica/ons  not   spec standards always  maintained  or   are maintained & used  consistently.   used Lack  of  clear  roles  and   consistently? accountability  for   implementa/on  of   HR supports sustainability.   green practice: performance Cri/cal  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?
  • 25. All contracts, Contracts  and  team   scopes & fees structures  ojen     create conditions create  a  barriers  for   integra/ve  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  licle                         proac/ve  team           Consistent building  happens    among   teambuilding partners,  between   project  commitments.   with partners?
  • 26. 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  pornolio   anything – of  work!   either operations or portfolio!
  • 27. 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?)  
  • 28.
  • 29. This way to excellence in sustainable design! ? So  now  the  ques/on  is…where  are  you  on  the  path  to  design  excellence?   If  you  have  organiza/onal  “gaps”  to  close…what  path  will  you  take?     Our  roadmap  can  help  you.  
  • 30. THE  ORIGINS  OF  SPI  GREEN  FIRM  CERTIFICATION   SPI   EXCELLENCE  IN  DESIGN   PROFESSIONAL  PRACTICE   TRIBUTARIES  LEADING  TO     CREATION  OF  SPI  CERTIFICATION   …Building  on   12  years  of  work  with  A/E/C  and  Owners  
  • 31. • 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:  
  • 32. 2030 Liv. Bld. Net Zero LEED Client  targets:  LEED,  NZ,  LBC,  2030  =  “WHAT”                        SPI  =  “HOW”  
  • 33. Companies  are  at  different  places  on  their  journey  to  achieving  excellence  in  sustainability   prac/ce.  No  macer  where  you  are  –  SPI  supports  you  –  or  recognizes  your  achievements!  
  • 34.
  • 35. RECOGNITION  &  TRANSFORMATION   Observa/ons  of  best  prac/ces  from  SPI    companies  
  • 36. Signs  of  Change…   Posibve  changes  that  we’re  seeing:     Clearer  Roles  &  Accountability:  Director  of  Sustainability,  other…     Ins/tu/onaliza/on  of  standard  prac/ces/processes  (IDP)     Partnering:  Proac/ve  rela/onship  building  using  BIM  workshops     Investment  in  green  on  projects  from  overhead,  even  when   clients  don’t  ask  for  it     Change  in  workflow  –  moving  integra/on  func/on  to  earlier  in   the  project  –  lowering  costs,  reducing  risk     Project  performance  improves  !     Baseline  projects  meet  LEED  without  extra  effort  
  • 37. For  each  category  we  will  summarize:   • What  it  is      and  then:   • Issues   • Solubons   • Metrics  
  • 38. Commitment   Vision   Goals  &  Purpose   Clear  accountability  at  all  levels,  in  all  departments   Strategic  Plan  to  achieve  goals  over  bme   Policies  that  support  goals  and  implementabon  
  • 39. ISSUES   SOLUTIONS   METRICS   Talk  doesn’t   Ar/culate  clear  goals   Public  materials   match  ac/ons   Make  expecta/ons  and   Internal   Lack  of  SMART   priori/es  clear   communica/ons   goals   Shij  culture  to  align   SURVEYS  !!!   Staff  don’t  feel   with  goals   Accountability   empowered   Implementa/on  /   structure   strategic  plan   Mandate  sustainability   on  all  projects  
  • 40. EVIDENCE  of  CONSISTENT  applica/on  of  sustainable  design  principles  as   a  basis  of  design  excellence  –  and  ‘ins/tu/onaliza/on’  of  sustainability   approach   Integra/ve  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,  specifica/ons  and  models  consistently  incorporate  green   design  standards.    
  • 41. ISSUES   SOLUTIONS   METRICS   No  clear  goals   Clear  project  goals   Mee/ng  notes  /   Only  ‘on   IDP  as  a  founda/on   agendas   demand’   for  proj.  mngmt.   Workplans   Specs/dwgs  not   Workplans   Analysis   consistent   Life  cycle  cos/ng  and   Drawings  &  Specs   Low   other  analysis   Bldg.  Cer/fica/ons   performance   Performance   tracking  
  • 42. CRITICAL  RELATIONSHIPS  are  highly  collabora/ve   Crea/ng  “ TEAMS”  –  project  based  and  ongoing   proac/ve  team  building   Inten/onally  crea/ng  condi/ons  conducive  to  success:   contracts,  scope,  deliverables,  expecta/ons   Enabling  IPD  and  use  of  key  tools,  like  BIM,  amongst  a   team  
  • 43. ISSUES   SOLUTIONS   METRICS   Barriers  to  IPD   Proac/ve  team   Scope/fee   building   charrece   Lack  of   inten/onal   Project  structure  and   Contracts   TRUST   plan   Minutes,  agendas,   building   Process  Mapping   workplans   No   SURVEYS  –   collabora/on   internal,  external   plan  
  • 44. Tools  and  Resources  (green  products,  analysis,  etc)    Design/spec  standards  (ins/tu/onalized)   Professional  Development  through  many  methods        (team  learning,  project  based  coaching,  lecture,  etc)   HR:  Handbook,  performance  reviews,  job  descrip/ons,   incen/ves  (non  financial)   Investment  –  ongoing  –  in  projects,  R&D,  etc.  
  • 45. ISSUES   SOLUTIONS   METRICS   Lack  of  cri/cal   Clarify  perf.   Survey  to  all  staff   tools   expecta/ons   Handbook,  office   Build  cri/cal  tools     manual   Lack  of  internal   Tie  prof  dev  to   New  employee   standards   orienta/ons   ins/tu/onal   Lack  of  effec/ve   performance  goals   Job  Descrip/ons   prof.  dev.  plans   Ins/tute  clarity  in  job   Performance  reviews   HR  doesn’t   descrip/ons,  perf   Templates  for  agendas,   support   reviews   workplans,     sustainability   Inten/onal  learning   Tools  &  resources   goals   and  feedback   Professional   Development  plan  
  • 46. Track  metrics  and  feedback  loops  for  two     scales  of  your  business:   •  Pornolio-­‐wide  performance  of  projects  over  /me   •  Environmental  footprint  of  your  corpora/on  
  • 47. ISSUES   SOLUTIONS   METRICS   No  feedback   Request  &  track   LEED  –  especially   loops!   performance  data   EBOM  –  Estar,  etc   No  baseline  or   Start  baseline  and   Standard  lecer  /   plan  to   priori/ze  strategies   communica/on   reduce   to  reduce  footprint   ins/tu/onalized   footprint   Client  Surveys   Environmental   Footprint  baseline   begun,  executed  and   priori/es  iden/fied.  
  • 48.
  • 49. 1.0 Leadership, Strategy & Policy What are the key factors of good leadership? How do you institutionalize accountability?
  • 50. 1.0 Leadership, Strategy & Policy 1.1 Vision and Goals Required 1.1.1 Organizational Goals Required 1.1.2 Project Goals 1.2 Strategy and Implementation Planning Required 1.2.1 Well Defined Strategies Required 1.2.2 Implementation Plan 1.3 Policy Required 1.3.1 Policies Exist Required 1.3.2 Policies Communicated Effectively 1.4 Leadership & Accountability Required 1.4.1 Visible Commitment Required 1.4.2 Accountability Structure 1.5 Feedback Loops Required 1.5.1 Indicators Defined Required 1.5.2 Feedback Tracked 1.6 Leadership Support Required 1.6.1 Internal Capacity Building Optional 1.6.2 External Support - Consultants 1.7 Innovation Optional 1.7 Innovation
  • 51. 2.0 Project Delivery 2.1 Pre-Project Assessment Required 2.1.1 Assessment Required 2.1.1 Pre-Construction Services 2.2 Building an Integrated Team Required 2.2.1 Team Structure & Expectations Required 2.2.2 Team Building 2.3 Goals & Planning Required 2.3.1 Project Performance Goals Required 2.3.2 Process Design 2.4 Project Phases Required 2.4.1 Conceptualization Required 2.4.2 Criteria Design Required 2.4.3 Detailed Design Required 2.4.4 Implementation Documents Required 2.4.5 Agency Review Required 2.4.6 Buyout Required 2.4.7 Construction CA Required 2.4.8 Closeout 2.5 Operations Required 2.5.1 Ongoing Performance Optional 2.5.2 Ongoing Commissioning Optional 2.5.3 3rd Party Certifications Required 2.5.4 Ongoing Performance Data Tracking 2.6 Innovation Optional 2.5.5 Innovation
  • 52. 3.0 Infrastructure and Support Systems 3.1 Tools & Resources Required 3.1.1 Project Management Tools & Templates Required 3.1.2 Product Evaluation Required 3.1.3 Reference & Sample Libraries Required 3.1.4 Analysis - Bldg Performance Required 3.1.5 Design Standards Required 3.1.6 Specification Standards Required 3.1.7 Templates Required 3.1.8 IT Processes Required 3.1.9 Communication 3.2 Human Resources Required 3.2.1 Performance Management Required 3.2.2 Employee Manual and Orientation Required 3.3.4 Tracking Metrics 3.3 Training, Education, Continuous Learning Required 3.3.1. Education Plan Required 3.3.2 Interpersonal Skills Required 3.3.3 Management Skills Required 3.3.4 Technical Skills 3.4 Marketing Required 3.4.1 Website Required 3.4.2 Collatoral Required 3.4.3 Proposals Required 3.4.4 Public Presence 3.5 Quality Control Processes Required 3.5.1 QC systems Required 3.5.2 QC effectiveness 3.6 R&D Optional 3.6.0 R&D Activities 3.7 Innovation Optional 3.7.0 Innovation
  • 53. 4.0 Partnering & Collaboration 4.1 Proactive Team Building Optional 4.1.1 Ongoing team building activities Optional 4.1.2 Repetitive Teaming 4.2 Project Solicitation Required 4.2.1 RFP Required 4.2.2 Proposals Required 4.2.3 Design Team Selection Process 4.3 Contractual Agreements Required 4.3.1 Legal Contracts Required 4.3.2 Additional Consultants 4.4 Partner Performance & Team Communications Optional 4.4.1 Formal Partnering Required 4.4.2 Partnering Methodology Required 4.4.3 Collaboration Effectiveness 4.5 R&D Partnering Optional 4.5.0 R&D Partnerships established specifically to pursue research & development of best practices, tools resources or technologies. 4.6 Innovation Optional Innovation
  • 54. 5.0 Outcomes and Metrics 5.1 Project Portfolio Optional 5.1.1 Third Party Certifications Required 5.1.2 Performance Tracking Request Required 5.1.3 Performance Tracking Required 5.1.4 Performance Feedback Loop 5.2 Company Sustainability Footprint Required 5.2.1 Environmental Impact Baseline Required 5.2.2 Social Impact Baseline Required 5.2.3 Goals, Priorities and Implementation plan Required 5.2.4 Tracking Systems Optional 5.2.5 Corporate Certification Required 5.2.6 Performance Feedback Loop 5.3 Innovation Optional 5.3.0 Innovation
  • 56. Define  Your  Pracbce  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  prac/ces  that          you  use  currently?   Set  Your  Goals  &  Indicators   • What  are  your  BHAGs  (big  hairy  audacious  goals)   • SMART  goals?  SMART  =      (specific,  measurable,  achievable,  realis/c  &  /me-­‐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  
  • 57. Define  Your  Pracbce  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  prac/ces  that          you  use  currently?  
  • 58. HINT:  if  you  base  your  internal  discussions  of  goal  seung  in  the   context  of  basic  business  issues,  you  will  have  more  ‘buy-­‐in’.   Start  by  addressing  these  fundamental  ques/ons  and  then  /e   sustainability  back  to  them  to  understand  your  baseline:  
  • 59. HINT:  if  you  base  your  internal  discussions  of  goal  seung  in  the   context  of  basic  business  issues,  you  will  have  more  ‘buy-­‐in’.   Start  by  addressing  these  fundamental  ques/ons  and  then  /e   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  Afracbon  and  Retenbon  (quality)   Quality  Control  -­‐  Consistency  in  design  and  delivery   Exposure/Liability   Management  -­‐  staff  and  budget,  company  and  project   Transfer  of  Knowledge  and  Knowledge  Mngmt   Mentoring   Relabonships    client  (repeat  and  acrac/on)    consultants  
  • 60. What’s  your  vision  for  the  future?   What  are  your  goals?   Set  achievable  SMART*  goals...   …understanding  your  current   capabilibes,  future  vision,  and  how   you  might  get  there.   *SMART  =  specific,  measurable,  achievable,   realis/c,  Time-­‐bound  
  • 61. 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
  • 62.
  • 63. Examples  –  Sekng  Indicators,  Tracking  Metrics   1. Profitability: Collaborative process will improve baseline profitability in project management by X% over _ years. (reduced volume of change orders consistent across studios) New scope within existing type of contracts will grow by _ in _ projects per year New scope for existing clients – proactive proposed work New clients 2. Capacity: every studio has its own green evaluator office has one coordinator (or committee takes on expanded function) every XXX employee has LEED AP and has worked on X projects every XXX employee in design has proficiency and comfort level with building sciences X staff become Process facilitation leaders for charrette processes Internal mechanisms for ongoing training/mentoring are in place Infrastructure to share (green) information – existing or new is in place 3. Quality: performance and post occupancy metrics quantified and used in marketing change orders (quality of design) and other indicators of management controlled 4. Enhanced Relationships: Consultants Existing – higher level of input and quality in deliverables. Satisfaction in working relationships New – some new consultants will replace others that did not comply Clients, repeat and new, see profitability. Overall XXX’s reputation with existing and new clients transforms and considered “go to” firm for green design in their sectors. Internal – specific indicators around communication, consistency of project management and finance 5. Internal Process Efficiency: Project management – process maps show changes over time and result in improved profitability Company management: transfer of knowledge, mentoring around green issues becomes embedded in existing mechanisms
  • 64. Sample workplan - strategy and action Parallel activities
  • 65. SPI  –  Formal  Process  to  Support  You  -­‐  Cer/fica/on   1.  Registra/on  and  company  profile   2.  Assessment,  which  creates  a  baseline  and  shared   understanding  of  your  current  situa/on.  Then  one  of  two   things  happen  next:    3a.  AUDIT  !  (If  sustainability  is  truly  ins/tu/onalized)    3b.  GAP  iden/fica/on,  strategy  and  support      (if  you  have  “gaps”  to  close)    We  can  provide  support  to  address  gaps  in  policy,  strategy  consul/ng,    educa/on  &  training,  coaching   3.  Cer/fica/on!   4.  Annual,  brief,  Check-­‐In   5.  Every  3  years,  re-­‐cer/fica/on  
  • 66. SPI  Cerbficabon  Process   Registration A Boot Camp Assessment B Audit Audit CERTIFICATION Continuous improvement
  • 67. Owner and Company Endorsements “Knowing  a  firm  is  cerbfied  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  
  • 68. Lawrence Healey SPI Director of Real Estate, Design and Planning, Certification is Blue Cross/Blue Shield a great tool for owners! Douglas W. Noonan, PE Head of Group Corporate Real Estate Adidas Group CORENET Global, New England Chapter John Ziegler, AIA Director - Off-Campus Development Princeton University
  • 69. Lawrence Healey Director of Real Estate, Design and Planning, Blue Cross/Blue Shield We will use this as a factor in selecting service provider firms. It makes more of a statement than just knowing that a firm has completed some LEED projects or had LEED trained staff… Knowing the firm is certified tells me they has leadership and systems in place to back them up. If a firm is willing to go through the audit, it tells me something useful about them, that they really take sustainable seriously. It’s something that sets them apart, it makes them a leader.
  • 70. Douglas W. Noonan, PE Head of Group Corporate Real Estate Adidas Group & CORENET Global, NE Chapter SPI certification will absolutely be a factor in my selecting an architect, engineer and contractor. You’re covering something that needs to be covered, moving beyond individual LEED and project LEED. Every service provider that comes to us tells us they’re experts in sustainable design and construction. In truth, there’s no way for them to back that claim up (until now). If the firm has been certified, then I can be comfortable that sustainability is something organic to the way they operate, not something they’ve just added on.
  • 71. John Ziegler, AIA Director - Off-Campus Development, Princeton University The certification puts some real teeth in sustainable design. Showing that sustainable design is really integrated into a firm’s culture over time means much more to me than knowing that the firm has built some LEED buildings or has some LEED accredited staff. It’s also significant to me that your certification process tracks firms over time. Firms getting their buildings LEED certified doesn’t tell me much, it’s just a comment on a point in time. Your certification process is helpful to us because it tracks firms over time.
  • 72. Its in our hands
  • 73. Truth  about  green  firms,  “prequel”:  hcp://bit.ly/greentruth     Links  to  blog  with  survey  details   Part  1:  hcp://bit.ly/cuIrMa     Part  2:  hcp://bit.ly/dhwZvc   “The  Integra/ve  Design  Guide  to  Green  Building:  Redefining  the   Prac/ce  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  Integra/ve  Process  
  • 74. THANK YOU 617-374-3740 www.greenroundtable.org info@greenroundtable.org