Thank you SPONSORS of the Lean Design Forum!
P2SL-LCI-AIA LEAN DESIGN FORUM 2017
UC Berkeley’s Project Production Systems Laboratory (P2SL), the Lean Construction Institute (LCI), and the American Institute of Architects (AIA) have been co-hosting the Lean Design Forum twice a year, in Berkeley early in the year and in the Midwest mid-year. 
This year’s 1.5-day Forum took place on Thursday and Friday, January 26 and 27, 2017, at HS Lordships at the Berkeley Marina. As in previous years, AIA members were able to earn continuing education credit for participating in this event.
AGENDA
THURSDAY – 26 JANUARY 2017
7:30 – 8:00 Registration and Breakfast
8:10 – 9:45 Session I: Meredith Hargreaves (Haley & Aldrich, Inc.) moderated the panel comprising Robert Williamson (Taylor Design), Stan Chiu (HGA), and Todd Henderson (Boulder Associates)
LEAN TRANSFORMATION OF DESIGN ENTERPRISES
Panelists responded to questions exploring how each of their design firms decided to move toward becoming lean enterprises, what they have done, and the results they have achieved.
9:45 – 10:15 Coffee Break
10:15 – 12:00 Session II: Tom Rundall and Steve Shortell (UC Berkeley School of Public Health)
CENTER FOR LEAN ENGAGEMENT AND RESEARCH IN HEALTHCARE
In October 2016, the UC Berkeley School of Public Health announced its new Center for Lean Engagement and Research (CLEAR) in Healthcare. The center will identify new ways to transform healthcare delivery through continuous improvement strategies that enhance patient outcomes and reduce the growth in the cost of care.
“The Center for Lean Engagement and Research in Healthcare will help achieve the triple aim of better healthcare quality and patient experience, improved population health and reduced growth of healthcare costs,” said Stephen M. Shortell, PhD, professor and dean emeritus at the UC Berkeley School of Public Health. “Our research will focus on lean methods designed to improve the healthcare system. We will examine new payment models that reward value, identify new ways to lead and manage healthcare organizations, and discover how care providers and health systems can create greater value for patients.”
12:00 – 12:45 Lunch
12:45 – 2:30 Session III: Jeff Loeb and John Strickland (CH2M Hill)
COLLABORATIVE DESIGN & SCOPING PROCESS
CH2M shared their approach to Target Value Design as they have been practicing it for nearly twenty years on a variety of process-industry capital projects. CH2M’s Collaborative Design and Scoping Process (CDS) has the following objectives:
- Uncover customer value and align on constraints of time and money.
- Rapidly build a unified, high performance, integrated delivery team.
- Draw upon the expertise of the entire project community to best meet the owner’s objectives.
- Develop effective solutions very early in the project through collaboration among design, constructors, trade partners, and the customer.
- Determine rapidly whether or not the project can be built within allowable cost.
- Very early in the project create a scope-cost-decision model providing high cost certainty and enabling flow-based production management of detailed design and construction.
Participants will learn:
- What it means to design to a target cost.
- How collaborative scoping of the project enables effective design decisionmaking.
- How it is possible to make important design decisions early without needing to produce detailed designs.
- How the CDS process flows.
- What is the ‘scope list’ and what purposes does it serve.
- How substantial cost, schedule, and quality gains are made possible.
- How the CDS process evolved over time, through many partnerships and contributions.
2:30-3:00 Coffee Break
3:00 – 3:45 Session IV: Todd Henderson (Boulder Associates) moderated the panel comprising Bruce Cousins (Sword Integrated Building Solutions), Ralf-Uwe Modrich (WebCor), and Kevin Kriner (Slalom Consulting)
AGILE METHODS
Agile is to the software world what Lean is to construction: An implementation of the Toyota Production System to a non-manufacturing context. Software production and building design have common traits that they don’t share with construction, so it’s worth studying Agile for ideas to support Lean building design that have been overlooked in the somewhat construction-centric Lean canon. A panel that spans many dichotomies (design & construction; Lean & Agile; owner & consultant; buildings & software) will share explorations in Scrum, Planning Poker, Kanban and other topics.
Session IV attendees will:
- Understand what Agile is; what it holds as core philosophies, tools and techniques; and key differences & similarities to Lean
- Learn about recent efforts to implement Agile techniques on architectural design projects, including successes and challenges;
- Hear lessons learned about implementing Agile in design, along with ideas for how they can begin using Agile in their practice.
3:45 – 4:00 Plus/Delta
4:00 Adjourn
FRIDAY – 27 JANUARY 2017
7:30 – 8:00 Plated Breakfast
8:00 – 9:45 Session V: Markku Allison (Scan Consulting), Renee Cheng (University of Minnesota), and Sheryl Shtaub-Lynch (University of British Columbia)
MOTIVATION AND MEANS: HOW AND WHY IPD AND LEAN LEAD TO SUCCESS
The presenters detailed their study of ten recent successful building projects in the US and Canada that used an integrated form of agreement. The yearlong, in-depth study focused on the questions of how and why are integrated project delivery (IPD) and Lean effective. The conclusion of the study is that IPD sets the terms and provides the motivation for collaboration; Lean provides the means for teams to optimize their performance and achieve project goals.
Download the research report by Cheng_EtAl 2016 MotivationMeans_IPDA_LCI_Report 
9:45 – 10:15 Coffee Break
10:15 – Noon
Session VI: David Mar (Mar Structural Design) moderated the panel comprising Bill Andrews (Walter P. Moore), Greg Luth (GPLA) and Corrie Messinger (McCarthy)
DESIGN STRATEGIES IN A COMPLEX ENVIRONMENT
Structural engineers /designers shared three distinct strategies for implementing innovative design in complex environments, then responded to questions from the audience.
William Andrews, SE – “Responsive Design Tactics Driving Value into the Design Process” P2SL LDF2017 6 – Andrews
12:00 – 12: 15 Plus/Delta
12:15 Adjourn
QUESTIONS about this or other P2SL Initiatives? Please contact Glenn Ballard, Director of P2SL, cell: 415-710-5531, or email: gballard@berkeley.edu.
