Course Outline – Developing & Managing a Partnering Relationship (VAL-110)

Developing & Managing a Partnering Relationship (VAL-110)

Summary

PartneringPartnering provides companies with opportunities to greatly increase project performance and payback. However, the partnering process must be properly planned and managed to achieve the desired results.

This course is designed for those focused on using partnering as a viable strategy for managing engineering and construction projects. The focus is on how to apply the Construction Industry Institute’s Partnering Model to specific project opportunities. The course introduces a proven model for evaluating partnering, preparing for partnering, selecting a partner, implementing, and maintaining a partnering relationship.

Learning Objectives

At the end of this course participants will be able to:

  • Understand the benefits, risks and cost associated with partnering.
  • Apply the five-phase partnering process model.
  • Determine if partnering is the best approach for your project.
  • Develop a process for selecting the appropriate partner.
  • Plan and manage the alignment process for a partnering relationship.

Who Should Attend

This course targets project leaders responsible for building project teams. Past attendees include business unit leaders, procurement managers, engineering and construction managers, project managers and planning groups (process, business and financial).

Course Outline

Introduction

  • Overview of course objectives and agenda
  • Introduction to the partnering process for capital projects
  • Interactive exercise – participants will complete a poll on their prior experience with partnering

Costs & Benefits of Partnering

  • Partnering results (cost, schedule, safety and quality impacts) based on Construction Industry Institute (CII) research efforts
  • Benefits to owners, contractors and shared benefits
  • Cost of partnering
  • Key success factors in all partnering relationships

The Partnering Model

  • Introduction of the five-phase partnering model
    • Owner internal alignment
    • Partner selection
    • Strategic relationship alignment
    • Project alignment process
    • Work process alignment

Phase 1 – Owner Internal Alignment

  • Objectives
  • Key success factors
    • Identify business drivers
    • Assess internal capabilities
    • Define core competencies
    • Making the decision to partner (or not)
  • Roles & responsibilities
  • Barriers
  • Interactive exercise – using a case study participants will work in small groups and assess whether to partner or not

Phase 2 – Partner Selection

  • Objectives
  • Key success factors
    • Form an empowered selection team
    • Establish selection criteria
    • Develop a list of potential partners
    • Screen potential partners
  • Roles & responsibilities
  • Barriers
  • Assessment
  • Interactive exercise – using a case study participants will work in small groups and conduct a partner selection process

Phase 3 – Strategic Relationship Alignment

  • Objectives
  • Key success factors
    • Establish trust between partners
    • Integrate partnering into strategic plans
    • Align relationship objectives
    • Develop measures and incentives
  • Roles & responsibilities
  • Barriers
  • Interactive exercise – using a case study, participants will work in small groups and apply the steps in strategic relationship alignment

Phase 4 – Project Alignment

  • Objectives
  • Key success factors
    • Determine owner and contractor success criteria
    • Conduct partnering alignment session
    • Develop measures and incentives
    • Tools, resources and communication methods
  • Roles & responsibilities
  • Barriers
  • Interactive exercise – using a case study, participants will work in small groups and apply the steps in project alignment

Phase 5 – Work Process Alignment

  • Objectives
  • Key success factors
    • Communicate project objectives
    • Analyze work processes and allocation of resources
    • Implement innovative ideas and processes
    • Empowerment and resolving disputes
  • Roles & responsibilities
  • Barriers

Summary

  • Review the benefits, risks and cost associated with partnering
  • Review the partnering model and five phases
  • Discuss important “take-aways”
  • Conduct course evaluation

Course Instructor

Sandra MacGillivray, MBA, PMP

Sandra is the Managing Director for Valency Inc., a provider of project readiness solutions that reduce risk for organizations that manage a large portfolio of capital projects.  She is a Registered Education Provider (REP) with the Construction Industry Institute (CII), a Project Management Professional (PMP), and a PMI Risk Management Professional (PMI-RMP) with over 15 years of project management experience.  Sandra is a past research team member with the Construction Industry Institute on front end planning, risk management and portfolio management. She holds a Bachelor of Science from the University of Waterloo and a Master in Business Administration from Wilfrid Laurier University.

Certificate

A certificate of completion will be issued to those who attend and complete the course. The course is conducted by Valency, a Registered Education Provider for the Construction Industry Institute (CII).  Those who complete the course will earn 8 Professional Development Hour (PDH) credits.