LCI Event Documents
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Table of Contents
LCI Annual Congresses
- 13th Annual Lean Construction Congress - October 4-7, 2011 - Pasadena,
CA
- 12th Annual Lean Construction Congress - October
19-22, 2010 - Boulder, CO
- 11th Annual Lean Construction Congress - October
21-23, 2009 - Boulder, CO
- 10th Annual Lean Construction Congress - October
29-31, 2008, Boulder, CO
- 9th Annual Lean Construction Congress - November
8-9, 2007
- 8th Annual Lean Construction Congress - November 8,
2006
- 7th Annual Lean Construction Congress - September
20-23, 2005 - San Francisco, CA
- 6th Annual Lean Construction Congress - September
14-17, 2004 - Park City, UT
- 5th Annual Lean Construction Congress - July 21,
2003 - Blacksburg, VA
- 4th Annual Lean Construction Congress - August 2,
2002 - Berkeley, CA
- 3rd Annual Lean Construction Congress - August 1-3,
2001 - Berkeley, CA
Design Fora
- 10th P2SL-LCI Lean Design Forum - January 12-13,
2011 - Berkeley, CA
- 9th P2SL-LCI Design Forum - June 18-19, 2009 - St.
Louis, MO
- 8th P2SL-LCI Design Forum - June 12-13, 2008
- 7th Design Forum - January 10-11, 2008
- 6th Design Forum - June 12, 2007
- 5th Design Forum - November 30 - December 1, 2006
- 4th Design Forum - June 1, 2006
- 3rd Design Forum - December 9, 2005
- 2nd Design Forum - June 16, 2005
- 1st Design Forum - December 10, 2004
Other Events
Introductions to Lean Construction and Lean Design
Relational Contracting
Content from 2002 and earlier
Limited-Access Readings
Limited-access readings
open to all who join LCI's general mail list
Readings
Readings are available to all
visitors to LCI.

13th Annual Lean Construction Congress - October 4-7, 2011 - Pasadena, CA
Wednesday, October 5th
Thursday, October 6th

12th Annual Lean Construction Congress - October
19-22, 2010 - Boulder, CO
Congress Meeting Notes:
2010-10-LCI-Congress-Meeting-Notes.pdf
Seattle Children’s Clinic and Surgery Center
"Case Study: Lean
Methodology from Concept to Go Live"
"Sutter Health / CPMC - Van Ness Medical Office Building
AA Lean Journey:
Applying Lean & Last Planner to Design"
"Design and Construction - Solyndra Fab 2"
CCH2M Hill - Terry Wheeler and
Ken Hyland
"Contracting for Integrated Project Delivery: Principles, Elements, and
Experiences"
"How an Integrated Form of Agreement (IFOA) Works on Small Projects
Mills
Peninsula Health Services"
"Orlando Utility Commission (OUC)
Chilled Water Plant Revisited"
"Transforming Grunau Company"
"Graña y Montero´s Experience: 11 Years In: Update on GyM'S Lean Journey"
"The Logistics and Safety Journey at Skanska"
"What is Going On in Germany?"
"Sutter Medical Center Castro Valley: Progress & Possibilities"
"Production Planning and Innovation: Applying Target Value Design to
Production Operations"
"Using Prefabrication to Drive Innovation in Buildings"
"Roof Structure Prefabrication and Value Stream Mapping in Preconstruction"
"Choosing by Advantages"
"Target Value Design"
"Lean Leadership"

11th Annual Lean Construction Congress - October
21-23, 2009 - Boulder, CO
Opening Remarks
"Learning at the Leading Edge of Lean"
California Pacific Medical Center
California Prison Receivership Team
Organized by Will Lichtig, McDonough Holland & Allen, PC
"Lean Construction Transforming Companies"
Michael Gnazzo, Joseph Gnazzo Company
David MacNeel, Baker Concrete Construction
Chris Dierks, The Weitz Company
John Scianna, Mission Bell
Manufacturing, Inc, Architectural Millwork, Woodwork, and Casework
"Changing an Industry Segment: Lean Construction in Health Care Projects"
William Seed, Universal Health Service
Digby Christian, Sutter Health
"Lean Construction Institute"
"Update on Phase Planning"
Dean Reed, DPR Construction
James Choo, Strategic
Project Solutions
Peter Gwynn, Lean Implementation Services
"Lean Learning on the Tough Ones"
"SSM St. Clare Health Center"
Tim Gunn, Alberici
Constructors
Kevin Kerschbaum, HGA Architects and Engineers
"Half a loaf is better than no bread at all"
Jay Davison, Capital Program Management
Jim Kordakis,
Roebbelen Construction
"Plus Deltas"
“Choosing By Advantages (CBA)”

10th Annual Lean Construction Congress - October
29-31, 2008
October 29-31, 2008
Boulder, CO
Summary
Files
Open Mike Session

9th LCI Ninth Annual Lean Construction Congress -
November 7-9, 2007
Business Plan Validation@ Sutter Health
Moderated by Glenn Ballard, Lean Construction Institute and Project
Production System Laboratory
1. Cathedral Hill Hospital – David Long, Sutter Health
2. Palo Alto Medical Foundation – David Swain NBBJ
3. Eden Medical Center – Dean Reed, DPR
4. Validation Panel
Lessons Learned from Projects:
Herrero Contractors, Inc – Cavallo Pt
SSM Healthcare and Alberici Construction - Lean Consruction at SSM
Healthcare; How we got there, how we view the outcomes.
Virtual Design & Construction Panel
Moderated by Dean Reed, DPR
ConXtech - TJ Simons, Vice President, Design and Integration
Southland Industries - John Mack, BIM Operations Manager
Synergy Mechanical Contractors - David Howard, President
DPR Construction / CIFE- Sangwoo Cho, BIM Engineer / PhD Research Assistant
Panel Discussion
Traditional Lean Tools moderated by John Draper, Lean Project Consulting
Baker Concete – David MacNeel
Waste Busters – Dennis Sowards
Cathedral Hill Hospital – Paul Reiser
International Reports
Note that the sound is included in all AVI and MOV files as well as in the
MP3 recorded by the LCI during the meeting.
1 Chile – Prof. Luis Alarcon
2 LCI - Germany – Prof. Fritz Gehbauer
3 LCI-UK – Alan Mossman
4 LCI-DK – Rolf Simonson
5 Brazil – Carlos Formoso (Presented by Glenn Ballard)
6 LCI-Norway –
7 USA Report - Glenn Ballard and Will Lichtig
(We know this isn’t international but here it is. There was no PPT.)
8 LCI-Sweden – Anna Akeson
Lean and Quality
High Purity Piping – Chuck Nussel, iPurity
Manufactured Housing - Leo Marmol, Marmol-Radziner Prefab
iPurity Reprise – Kurt Gilson, iPurity
Lean Research Frontiers: Safety and Culture
Safety-Takis Mitropolous, Arizona State
Culture – Cliff Moser, Cadforce
Folder of TWI Documents
Relational Contracting Panel: Moderated by Will Lichtig:

8th LCI Annual Conference - November 8, 2006
Welcome
- Audio: Welcome.mp3

Sutter Report
- Dave Pixley, Sutter Health FPD
- Dave Long, Sutter Health, PM - CPMC
- John Holm - Senior PM Sutter Health, Camino Project.
- Ken Howard - PM CPMC Davies Campus, Hospital Renovation.
- George Zettel, Project Executive/Lean Champion, Turner Construction
- Presentation:
1. SutterHeatlh.pdf

- Audio: 1. Sutter.mp3

Integrated Project Delivery – Will Lichtig Moderator
- “Cardinal Glennon Children's Medical Center: Integrated Project
Delivery”
- Martin Hague, SSM Cardinal Glennon – "The Owner"
- Tom VanLandingham, Christner Inc. – "The Architect"
- David Bonsall, McGrath Inc. – "The Engineer"
- Tim Gunn, Alberici Constructors Inc. – "The Contractor"
- Presentation:
2. CGCMCThisChanges Everything.pdf

- Audio: 2. SSM.mp3

Lessons Learned Applying Lean in Building and Housing
- Fred Freidl, Sundt Construction
- The Apollo Project: Pilot Implementation
- Presentation:
3. SundtApollo.pdf

- Audio: 3. Sundt.mp3

Implementing Lean Construction in Peru
- Alvaro Valdivia & Marcos Ledesma
- BarronConstructores Interamericanos SA
- Presentation:
4. CoinsaPeru.pdf

- Audio: 4. Coinsa.mp3

A technological Leap for Lean House Production
- Sverker Andreasson, NCC Komponent AB
- Presentation:
5. NCC_Komplett.pdf

- Audio: (not available) 5. NCC.mp3
Lean Construction Institute International Reports
- Audio:
6. All International Reports.mp3

Lean Construction in Brasil – Prof. Carlos Formoso
- Presentation:
6. LCI-Brasil.pdf

LCI Denmark - Rolf Simonsen
- Presentation:
7. LCI-Denmark.pdf

LCI Germany – Prof. Fritz Gehbauer
- Presentation: not yet available
LCI Sweden - Bengt Toolanen
- Presentation:
9. LCI-Sweden.pdf

LCI UK - Alan Mossman
- Presentation:
10. LCI-UK.pdf

Last Planner Implementation – An Experience
- Zakir Hussain, Hindustan Construction
- “Implementing Last Planner® - Experience on Irrigation Project.”
- Presentation:
11. HCCIndiaLastPlanner.pdf

- Audio: 11.
Hindustan CC.mp3

Pedro Periera, Minformatica
- “Takt Time and Autonomation: Keys to success."
- Presentation:
12. PereiraTaktTime&Autonomation.pdf

- Audio: 12.
Periera.mp3

Implementation Experience Applying Lean in Health Care
- Herrero Contractors – Mark Herrero & Tom Guadino
- Presentation:
13. LPSPanelHerrero.pdf

- Messer Construction - Bill Krausen & Mark Ketterer
- Presentation:
13.1 LPSPanelMesser.pdf

- Audio for Herrero & Messer:
13. HerreroMesserHealthPanel.mp3

Turner Construction – Jennifer Sudbrink
- Presentations:
14. LPSPanelTurner.pdf

- Audio:
14. TurnerHealthPanel.mp3

Wrap up Panel Discussion and Conference Close
- Audio:
15. DiscussionHealthPanel.mp3


7th Annual Lean Construction Congress - September
20-23, 2005 - San Francisco, CA
This is a guide to the materials from the “Introduction to Lean
Construction” and the “7th Annual Lean Construction Congress” held September
21-23, 2005, in San Francisco California. Slides used in the “Introduction
to Lean Construction” are in the file with that name. More detailed notes
for each of Annual Congress presentations follow the agenda below. Folders
for each presentation include the PowerPoint slides in PDF format, MP3
records of the presentation and ensuing discussion, and supporting
documents. Notes from the discussions listing folder and file names, key
points and take-aways, and questions to presenters as identified by the
audience are included in this file following the agenda.
Session Notes

Brief Introduction to Lean Construction
Brief Introduction to Lean Construction

Glenn Ballard and Greg Howell
LCI Annual Congress: Reports from practitioners
Session 1: Owners and the Lean Construction Revolution
The Sutter Initiative

Dave Pixley - Project Manager Director
Audio files:
1 Pixley_SutterInitiative.mp3, 1.1
Pixley SutterInitiative Notes.mp3
Integrated Agreement

Will Lichtig, McDonald Holland & Allen, PC.
Audio file:
2 Lichtig_Integrated_Agreement.mp3

BAA’s Lean Construction Initiative
Doug Black, BAA, London, UK.
Audio files:
3 Black-BAA.mp3,
3.1 Black-BAA-Notes.mp3,
3.2 Pixley Black discussion.mp3

Session 2: Lean Project Reports
Channel Tunnel Rail Link Project-London
Andre Koerckel, Strategic Project Solutions.
Audio files:
4-Koerckel_Chunnel.mp3,
4.1-Koerckel_Chunnel_Notes-Discussion.mp3

Assessing the Impact of Lean Construction

Prof. Luis Fernando, Alarcon, Catholic University, Santiago Chile
Audio files:
5 Alarcon_AssessingLean.mp3,
5.1 Alarcon_AssessingLean-Notes.mp3
Pull Planning and Production Control

Steve Keckeis, Messer Construction
Audio files:
6 Keckeis_MesserPullProduction.mp3,
6.1 Keckeis_MesserPullProduction Notes.mp3

Lessons from Lean Projects

David Long, Sutter Health with Dan Conwell, Sutter Health, Bonnie Walker, HGA;
Mike Mencarini, Unger Construction; Romano Nickerson, Boulder Associates;
George Zettel, Turner Construction.
Audio file:
7 Long-TeamprojectLessons.mp3
Session 3: Last Planner in Ultra-Fast Projects
How We Used Lean Techniques to Automate a Chemical Plant in 21 Days

Paul Wood, Air Products & Chemicals.
Audio files:
8 WoodAPCISHutdown.mp3,
8.1 WoodAPCISHutdown Notes.mp3

Lessons Learned in Pull Scheduling on a Paper Machine Rebuild

Paul Reiser, Boldt Construction
Audio Files:
9 Rieser_BoldtShutdown.mp3,
9 Rieser_BoldtShutdown Notes.mp3

Managing Ship Repair with Last Planner

Abdel Azzouzi & Steve Toele, Todd Shipyards
Audio Files:
10 Azzousi&Toele_Todd_Last_Planner.mp3,
10.1 Azzousi-Toele_Todd_Last_Planner notes.mp3

Session 4: Lean in Design
Report on the LCI Design Forum

David Mar, Tipping-Mar Associates
Audio files:
11 Mar_DesignForum.mp3,
11.1 Mar_DesignForum Notes.mp3
Target Costing for Camino Medical Group:

Discussion organized by Dean Reed and Atul Khanzode from DPR

Panelists - John Holm, Sutter Health; George Hurley, DPR; Tracy DeLeuw, DPR;
Kevin Davies, Hawley Peterson & Snyder; Bryan Johnson, Capital Engineering
Consultants;
Jeremy Camper, Cupertino Electric; Mark Napier, Southland Industries
Audio File:
12 Camino Group.mp3

Piloting Lean Techniques in Design

John Brock & Mark Dietrick, Burt Hill
Audio files:
13 Brock&Dietrick_LeanDesign.mp3,
13.1 Brock&Dietrick_LeanDesign-Notes.mp3


6th Annual Lean Construction Congress - September
14-17, 2004 - Park City, UT
-
The Decision to Go Lean

Will Lichtig, Sutter Health
-
Structural
Engineering Discussion: Studies in Collaboration & Integration

David Mar, Tipping Mar & Associates
-
Lean Design in High-speed High-tech Projects

Terry Wheeler, Industrial Design and Construction
-
Integrating Detailing and Engineering: A Mechanical Design Builder’s
Approach

Victor Sanvido, Michael McLaughlin, Scott Muxen, George Benoit,
Southland Industries - Healthcare Business Unit
-
Design Phase Management from a CM Perspective - Lessons From the
Trenches

Blaine Tuchscherer, The Boldt Company
-
Pull
Production Planning and Management

Tusherer, The Boldt Company
-
Lean Manufacturing: Spancrete’s Lean Implementation Plan and Results

Todd Brink, Spancrete
- The
Iowa Events Center: A Mechanical Contractor’s Story

Nathan Slauson, Project Executive, The Waldinger Corporation
-
Boldt’s
Lean Transformation

Jon
Mancheski, The Boldt Company
-
Learnings and Results of the Lean Construction implementation at Graña y
Montero

Renato Rojas, Graña y Montero
-
Just in Time
and Autonomation: Applying TPS in Vertical Housing

Pedro Pereira, Informatica

5th Annual Lean Construction Congress - July 21, 2003
- Blacksburg, VA
The Fifth Annual Lean Construction Congress was held on July 21, 2003 in
Blacksburg, VA. View the
announcement
of the conference.

Eight of the presenters graciously agreed to make the presentations
available to the general public. Their presentations are provided below.
-
Value Control in
the Building Process

by
Anders Kirk Christoffersen, Niras
-
Design
Management - Developing a Lean Approach

by
John Brock, Burt Hill Kosar Rittelmann Associates
-
Digital Prototyping: A Tool for Integrating Product and Process Design

by
Todd Zabelle, Strategic Project Solutions
-
A Trade Union’s
View of the Building Process

by
Gunde Odgaard, Construction-and Woodworkers Cartel in Denmark.
-
Optimizing the
Value Stream Alflex’s Partnership Approach

by
Richard Temblador, Alflex Corporation
-
The Marriage of
CPM and Lean Construction

by
Bob Huber and Paul Reiser, The Boldt Company
-
Lean Construction
Experience in Dragados

by
Carlos Bosch Cantallops, Dragados
Note: this is a 35 MB presentation. Allow time for download.
-
Experience and
Results from Implementing Lean Construction in a Large Danish
Contracting Firm

by
Mikkel Andreas Thomassen, Dag Sander, Kristine Ann Barnes, Anni Nielsen,
MT Højgaard

4th Annual Lean Construction Congress - August 2,
2002 - Berkeley, CA
Refer to the
brochure for more information about the event.

Six of the presenters have graciously agreed to make their presentations
available to the general public. Their presentations are provided below.

3rd Annual Lean Construction Congress - August 1-3,
2001 - Berkeley, CA
Refer to the
brochure for more information about the
event.

Five of the presenters have graciously agreed to make their presentations
available to the general public. Their presentations are provided below.
- Two Years In: What
We Have Learned
by Jeff Niesen and Paul Reiser, Boldt Company
- On the Edge in
Mechanical Construction: The Design/Construction Interface
by Robert S. Miles, P.E., CIPE, Vice-President, Gowan Inc., Houston, TX
-
Lean Construction in
Chile: A National Strategy and Local Results
by Luis F.
Alarcon, Ph.D., Director, Production Management, Universidad Católica de
Chile
- Getting It Started,
Keeping It Going
by Mark Kiefer, Neenan Interior Systems
-
Application of Lean
Methods in the Danish Construction Industry
by Anders Kirk
Christoffersen, NIRAS, and Dag Sander and Lars Bojsen Jensen, MTHS

10th P2SL-LCI Lean Design Forum - January 12-13,
2011, Berkeley, CA
Note: Video links have been removed. Members should go to Members Login to
access the videos.
Session 1 – Exploring Creative Potential with Set Based Design
Session 2 - The Lifecycle and Multiple Areas of BIM in Support of
Construction Production
Session 3 - Transforming DB Company to Enterprise Network
Session 4 - The Transformation of a Design Build Company Into An
Enterprise Network
Session 5 – Designing Healthcare Delivery System Prior to Designing the
Facility
Children's Hospital in Seattle
Presentation by Joan
Wellman, JW & A
Session 6 – Structured Group Discussion:
Can Lean Design Improve
Creativity and Innovation (or Any Other Definition of Value)
Early in the
Design Process? If so, how?

9th LCI/P2SL Design Forum - June 18-19, 2009 - St.
Louis
1. Lean and IPD-a panel moderated by Markku Allison, AIA
2. An Update on Target Value Design-Glenn Ballard, P2SL
3. Managing Work Flow in Design-Glenn Ballard, P2SL
4. Learning about Design Management on the California Prison Receivership
Project—Katherine Blume, Southland Industries; Ron Migliori, Buehler & Buehler
5. Virtual Design & Construction-a panel moderated by Dean Reed, DPR
6. Changes in Roles with Integrated Project Delivery-a panel moderated by
Sam Spata, HOK
Supporting Documents
Incentives
Organization and Decisions
Safety

8th LCI/P2SL Design Forum - June 12-13, 2008 - St.
Louis, MO
Start up & Introductions
John Steele, Adept Management, New software tools for design management.
Markku Allison, AIA: Update on Integrated Project Delivery.
Jay Davison, Capital Program Management: Phase Scheduling in Design.
Steve Cockerham, BJC: Lean project delivery on a hospital project.
Philip Sun, Jacobs Carter Burgess, on the perils and pitfalls of integrated
project delivery.
David Mar, Tipping Mar Associates: A case against integrated design.
Dr. Cynthia C.Y. Tsao and Lei Xu, University of Cincinnati: Process Mapping,
BIM and Lean in the classroom.
Scott Morton, Boldt Companies: A quarterback rating method for projects.
Peter Morris, Davis Langdon: The research frontier of risk management.

7th P2SL-LCI Design Forum - January 10-11, 2008,
Berkeley, CA
Start up - January 10
Dianne Davis, AEC Systems
BIM Standards & Workflow
Peter Morris, Davis Langdon
Risk planning & Target Costing
Stan Tuholski & Team, UCB & LLNL
Design Tools - DSM/BIM/Laser
Jay Davison & Michael Flores, Capital Project Management
Update on WCW Science Bldg project
Plan Validation & Target Costing Panel
Jessica Kelley & team
Fairfield Project Report
Day 1 Wrap up
Cathedral Hill team
Mapping the Structural Phase & Ballard-Suzuki's YETs-a Brainstorming
Planning next Forum

6th LCI Design Forum June 12, 2007
Presentations
Audio

5th LCI Design Forum - November 30 - December 1, 2006
Agenda and minutes 
Presentations
Audio

4th LCI Design Forum 4 - June 1, 2006
Documents
Design Voice
Presentations

3rd LCI Design Forum - December 9, 2005
Design Voice
Design PDF

2nd LCI Design Forum - June 16, 2005
Design Voice
Presentations

1st LCI Design Forum - December 10, 2004

LCI-DBIA - January 11, 2011 - Oakland, CA
Greg Howell's speech to the Design Build Institute Western Region Meeting


Lean in Public Sector Construction Conference -
December 9-10, 2010 - Fairfax, VA
Project Alliancing
Case Studies from the USA
Moving Forward in Germany
Opportunities & Obstacles

LCI Transformation Update

Owner Healthcare Conference - February 4-5, 2010 -
Berkeley, CA
Texoma Project-Bill Seed & team, UHS
Mini-workshop on target value design
Paul Klemish & Rob Purcell
Cathedral Hill Hospital Project
Owner Panel
A New Approach to Business Plan Validation
Bill Seed, UHS
Castro Valley Hospital Project
Digby Christian & team, Sutter Health
Mini-workshop on A3 reports and Choosing by Advantages
Arun Kaiwar, Ron
Migliori, & Larry Summerfield
California Prison Receivership Project

Labor Symposium - May 10, 2005
LaborSymposiumMinutes.pdf

Labor presentations
- Why Danish Trade
Unions Promote the Ideas of Lean Construction

Gunde Odgaard, Head of secretariat in the Danish Building-, Construction-
and Woodworkers Cartel.
- The Skilled Workforce
Shortage Crisis & NCCER Overview

National Center for Construction Education and Research, affiliated with the
University of Florida M.E. Rinker, Sr. School of Building Construction
Gainesville, Florida
- The Two-Tier Construction
Workforce Strategy Theory and Implementation

Michael P. Pappas, Ph.D., P.E.
- The Workforce Crisis in
the United States

Sean Graystone
- A Strategic Model to Improve
Contractor Performance and Reduce Cost

J. W. Toups Inc., 1422 Tiger Drive, Thibodaux, LA 70301
- LCI Labor Symposium

The Boldt Company
Labor voice

Introduction to Lean Construction - October 18, 2008
- Irvine, CA

Introduction to Lean Design - September 15-16, 2008 -
Seattle, WA
Conference
Plus Deta.mp3 
3 Big Opportunities of Lean Construction - Dean Reed
BIM & Value Stream Mapping - Robert Mauck
BIM Big Room - John Mack and Robert Mauck
Relational Contracting - Will Lichtig
Reverse Phase Scheduling - George Zettel
Target Value Design - Glenn Ballard and Patrick Vasicek
UW - P2SL

Introduction to Lean Construction - September 27,
2007

Introduction to Lean Construction - April 20-21, 2006

Relational Contracting Meeting - June 14, 2007
Relational_7-14-15NotesandTakeaway.pdf 
Presentations
Audio

Relational Contracting - November 18-19, 2004 -
Atlanta, GA
Relationalnotes.pdf 
Relational Presentations
-
Traditional Business Structures and the Lean Ideal

Glenn Ballard
-
Presentiation and the Lawyer's Role in Contract Planning

David Campbell, BSc(Econ BSc(Econ), LLM, ), LLM, PhD, PhD, FCI(Arb
FCI(Arb) Professor of Law, University of Professor of Law, University of
Durham, Durham, UK
-
PPC2000 - The KeyTo Successful Partnering and Alliancing

Katie Saunders, Trowers & Hamlins
-
Integrated Project Delivery - An Example of Relational Contracting

Owen Matthews, Westbrook Air Conditioning
-
Relational Contracts - NEC in Perspective

Robert Gerrard, Chairman, NEC Users’ Group
-
Relational Contracting and the Application of Lean Principles - an
Aerospace, Construction Industry Comparison

Dr Penny-Anne: Cullen,School of Law, University of Warwick, England
Bob Butcher, Richard Hickman, John Keast: Warwick Manufacturing Group
-
Relational Contracting - Creating Value Beyond the Project

Barbara Colledge, Leeds Metropolitan University, UK
-
Project Alliancing

Matthew W. Sakal, Captain, USAF
-
Developing a Contracting Model to Support Lean Project Delivery

Will Lichtig, Sutter Health
Relational Materials
-
Desired Outcomes and Agenda

-
The
Many Futures of Contracts

Ian R. Macneil, Professor of Law and Member, Center for Advanced
Studies, University of Virginia
-
Relational Contracting – Creating Value Beyond the Project

Barbara Colledge, Deputy Dean, Innovation North, Faculty of Information
and Technology, Leeds Metropolitan University, Leeds, England
-
The
Economics of Organization - The Transaction Cost Approach

Oliver E. Williamson, University of Pennsylvania
-
Integrated Project Delivery - An Example of Relational Contracting

Working copy of talk by Owen Matthews, Westbrook Air Conditioning
-
Integrated
Project Delivery - An Example of Relational Contracting

Paper by Owen Matthews, Gregory A. Howell
-
Constructing Projects in a Dynamic Environment: A Focus on Relational
Contracting

Matthew W. Sakal, Master of Engineering Report, University of California
Berkeley
-
Searching
Questions from Participants

2002 Meetings & Minutes
January '02
- Presentation: “What is Lean Construction,” University of Texas at
Austin, Civil Engineering Graduate Students, January 15, 2002.
- Public seminar: “Introduction to Lean Construction,” Dallas TX,
January 16/17, 2002.
- Owners Forum Meeting, Dallas TX, January 18, 2002.
- Research Visit, Southland Industries, Long Beach, CA. January 22-23,
2002.
February '02
- Presentation: “Reforming Construction Education,” Associated Schools
of Construction Faculty, Region 6. Reno NV, February 6, 2002.
- Research Visit, Southland Industries, San Leandro, CA. February 12,
2002.
- Presentation: “Lean Project Management,” NASA Advanced Project
Management Leadership Conference, February 13, 2002.
- Research Visit, Southland Industries, Long Beach, CA. February
19-20, 2002.
- Presentation: “What is Lean Construction,” Pacific Rim Construction
Conference, Anchorage, AK. February 19-22, 2002.
- Research Visit, Southland Industries, Las Vegas, NV. February 22,
2002.
- Research Visit, Boldt Construction, Appleton, WI. February 26, 2002.
- Research Visit, Gowan and Linbeck, Houston, TX. February 26-27,
2002.
- FIATECH workshop: “Restructuring the Project Process.,” Houston, TX.
February 28-March 1, 2002.
March '02
- Presentation: “What is Lean Construction,” Project Management
Associates, Madison Wi, March 1, 2002.
- Presentation: “Lean Project Management,” on project management,
Stanford University, Professor Martin Fischer’s graduate class, March 5,
2002.
- Hosted representatives of the Danish Institute of Technology, March
5-8, 2002.
- Research Workshop on Safety. Chicago, IL.
March 14-15, 2002.
- Research collaboration with Lauri Koskela @ VTT, Espoo, Finland.
March 18-19, 2002.
- Presentation: “What is Lean Construction,” Tekes (national
technology development agency), Helsinki, Finland.March 20, 2002.
- Visits to agencies, associations, and participants in the Finnish
construction industry, Helsinki, Finland. March 21-22, 2002.
- Public Seminar: “What is Lean Construction,” Las Vegas NV. March 25,
2002.
- Public seminar: Introduction to Lean Construction, Michigan State
University, March 27, 2002.
- LCI Academic
Forum, Michigan State University, March 28-29, 2002.
April '02
- FIATECH members meeting, Houston, TX. April 2-3, 2002.
- Presentation: “What is Lean Construction,” Construction Innovation
Consortium, Houston TX, April 4, 2002.
- Research Visit, Southland Industries, Long Beach, CA. April 4, 2002.
- Presentation: “What is Lean Construction,” General Services
Administration, Washington, D.C, April 17, 2002.
- Public Seminar: “Introduction to Lean Construction,” Washington,
D.C. April 18-19, 2002.
- Presentation: “Sophisticated Supply Chain Management,” FAECOM
Conference, Washington D.C. April 18, 2002.
- Public Seminar: “Introduction to Lean Construction,” Construction
Employer’s Association, Cleveland, OH. April 26, 2002.
May '02
2001 Meetings & Minutes
January '01 - Dallas, Texas
- Public seminar: “Introduction to Lean Construction,” Dallas TX,
January 18/19, 2001.
- Founding meeting: LCI Academic Forum, University of Colorado,
Boulder, CO. January 25/26, 2001.
Lean Construction Research

- Research Workshop: Design Management, Chicago, IL. January 25/26,
2001.
February '01
- Research visit: Strategic Project Solutions, London, UK. February
7-23, 2001.
- Presentation: “Reforming Project Management,” The Project Manager
Forum, Department of Energy, Albuquerque, NM. February 22, 2001.
March '01
- Presentation and Research visit: IDC, Portland, OR. March 1/2, 2001.
- Presentation: “What is Lean Construction,” FX Coughlin, Detroit, MI.
March 9, 2001.
- Research Workshop: Project Definition. Denver, CO. March 15/16,
2001.
- Research meeting: Legacy Project, Salt Lake City, UT. March 20,
2001.
- Presentation: “What is Lean Construction,” EMCOR Group, Miami, FL.
March 23, 2001.
- Participated in Research Directions Workshop, Construction Industry
Institute, Houston, TX. March 27, 2001.
April '01
- Presentation: “What is Lean Construction,” Lockheed Martin,
Syracuse, NY. April 3, 2001.
- Presentation: “Introduction to Lean Construction,” Leadership
Development Program, Virginia Tech, Blacksburg, VA. April 4-6, 2001.
- Research visit: Strategic Project Solutions, London, UK. April 9-13,
2001.
- Research visit: Boldt, Appleton, WI. April 17/18, 2001.
- Presentation, “Introduction to Lean Construction,” Intel Fab,
Marlborough, MA. April 17/18, 2001.
- Public seminar: “Introduction to Lean Construction,” Washington DC.
April 19/20, 2001.
- Research visit: Reality Capture Technologies, San Jose, CA, April
25, 2001.
- Academic Forum: “Teaching and Research in Production Management,”
Arizona State University, Tempe, AZ. April 26/27, 2001.
May '01
- Research visit: Burt Hill, Butler, PA. May 1-4, 2001.
- Research visit; MacDonald Miller, Seattle, WA. May 23/24, 2001.
- Research visit: Strategic Project Solutions, London, UK. May 14-18,
2001.
- Research and promotional visit to Denmark, May 21-23, 2001.
June '01
- Research visit: Neenan Construction, Denver, CO. June 6, 2001.
- Research workshop:
Reducing Lead
Time for Engineered-to-Order Products.
,
Denver, CO. June 7/8, 2001.
- Presentation: “Reforming Project Management,” Western Council of
Construction Consumers, Irvine CA. June 13, 2001.
- Research visit: IDC, Portland, OR. June 15, 2001.
- Research meeting: Grana y Montero, Lima, Peru, June 26, 2001.
- Public seminar: “Introduction to Lean Construction” Santiago, Chile.
June 28/29, 2001.
July '01
- Presentation: “What is Lean Construction?,” Frank Messer
Construction, Cincinnati, OH. July 26, 2001.
- Presentation: “Reforming Project Management,” American Institute of
Constructors, Denver, CO. July 26, 2001.
August '01
- Public seminar: “Introduction to Lean Construction” and 3rd Annual
Congress, Berkeley, CA. August 1-4, 2001.
- Meeting: 9th Annual meeting International Group for Lean
Construction, Singapore, August 7-10, 2001.
- Public seminar: “Introduction to Lean Construction,” Singapore,
August 12, 2001.
- Research meetings to discuss joint research with Stanford, Stanford,
CA. August 16 and 24, 2001.
- Research visit: Southland, Long Beach, CA. August 28, 2001.
September '01
- Research visit: Kinetics SW, Phoenix, AZ. September 6/7, 2001.
- Attended Annual Conference of the Center for Integrated Facilities,
Stanford University, Stanford, CA. September 11-13, 2001.
- Participated in special workshop on future research issues at
Stanford University, Stanford, CA. September 14, 2001.
- Presentation: “Introduction to Lean Construction,” Organized by
Kinetics SW for local unions and industry. Phoenix, AZ. September 20/21,
2001.
- Research visit: Fab 11X Intel with Kinetics SW, Albuquerque NM.
September 21, 2001.
- Research meeting: Design Management, Kansas City, MO. September
27/28, 2001. Minutes

October '01
- Presentation: “Introduction to Lean Construction,” The Shaw Group,
Phoenix AZ. Oct 2, 2001.
- Research visit: DPR Last Planner™ pilot project, South San
Francisco, CA. October 2, 2001.
- Public seminar: “Introduction to Lean Construction,” Chicago Ill,
October 1819, 2001.
- Attended FIATECH members meeting, Baltimore, MD, October 22-23,
2001.
- Presentation: “Reforming Project Management,” Sheet Metal
Contractors of North America, Boca Raton, FL. October, 23, 2001.
- Presentation: “Reforming Project Management,” Annual meeting of the
Design/Build Institute, Boston, MA. October 26, 2001.
November '01
- Research visit: Kinetics SW, Phoenix, AZ, November 12, 2001.
- Presentation: “LCI research program” to TEKES (The national research
funding agency for Finland), Berkeley, CA, November 6, 2001.
- Implementation meeting: “The Role of Making and Securing Reliable
Promises,” Denver Co. November 8/9, 2001.
Meeting prep and agenda
,
Minutes
,
Phases
,
Notes

- Presentation: “Reforming Project Management,” Construction User
Round Table, Tampa, FL. Nov. 13, 2001.
- Presentation: “Lean and 3D CAD” Northwest Council of Construction
Consumers, Seattle, WA. November 13, 2001.
- Presentation: “Introduction to Lean Construction – an update,” Boldt
Construction, Appleton WI. Nov 1415, 2001.
- Research visit: Southland, Long Beach, CA. November 15-16, 2001.
December '01
- Presentation: “What is Lean Construction,” Federal Facilities
Council, National Science Foundation, Washington, DC. December, 6, 2001.
- Research visit: Solutia, Inc. St. Louis, Il. December 11, 2001.
- Research and implementation support: Burt Hill, Butler, PA. December
12-14, 2001.