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Project Process Road Map

Heather Holdridge

Sustainability Director

Lake|Flato Architects

LEEDuser Basic Member

78 thumbs up

August 15, 2023

Lake|Flato developed a project process road map as an internal project management tool over a decade ago, and we're looking into updating it. It serves as a sort of "checklist" of major design, sustainability, and QA/QC milestones for each project phase. I know we've talked about similar tools at other firms at past SDL summits, so wanted to see if anyone would be willing to share theirs with us as reference. Lake|Flato would be happy to share ours as soon as we finish updating! Thanks

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Brendan Leathem

Director of Construction

Technical Builders

LEEDuser Basic Member

0 thumbs up

Thu, 08/17/2023 - 14:41

Long time listener, first time caller.... We'd love to join in from the GC perspective to see where we can fit into the discussion and take forward to the implemenation phase of the build.

Darrah Jakab

Director of Sustainable Design

MHTN Architects

LEEDuser Premium Member

2 thumbs up

Thu, 08/17/2023 - 16:11

We just had a workshop devoted to developing a process roadmap. Would love to be part of this group as well if there is still room!

James Petersen

Founder and Principal

Petersen Engineering

LEEDuser Basic Member

0 thumbs up

Thu, 08/17/2023 - 16:16

I'm am interested in participating. We are an MEP/FP firm and are reliant on design and construction process efficiency. It is a joy when things go well.

Sarah Cutsforth

ZGF Architects LLP

LEEDuser Premium Member

4 thumbs up

Thu, 08/17/2023 - 16:24

Yes, please.

Lydia Liang

Sustainability Manager

Turner Construction

LEEDuser Premium Member

0 thumbs up

Thu, 08/17/2023 - 17:44

Hi! I'd also love to join in the conversation from the GC perspective. We have our own internal project road map and I'd love to hear how we can align ours together.

Patrick Donnelly

Associate Principal, Director of Sustainable Design

Integrus Architecture

LEEDuser Basic Member

0 thumbs up

Thu, 08/17/2023 - 17:50

I will share one thought about our Roadmap: it isn't an "overlay" or part of a QA/QC process, or a tool that is used at a few particualr points in a design process. It is our DESIGN PROCESS. I'm sure just about everyone on this thread is dealing on a daily basis with the problem of "sustainability" existing in a silo outside the regular design process. I have tried to overcome that problem by making the Roadmap our design process and requiring every team to document their progress along the way. Easier in theory than practice, of course. The ultimate goal is to transform design culture.

Anita Hsieh

Nibbi Brothers

LEEDuser Basic Member

0 thumbs up

Thu, 08/17/2023 - 18:14

Please count me in! From GC & QA/QC perspective.

Misti Nelmes

Project Manager

Sera Design

LEEDuser Basic Member

0 thumbs up

Thu, 08/17/2023 - 18:19

I'm interested in participating in a working group also, if there is still room.

Misha Semënov-Leiva

Senior Architect & Sustainability Coordinator

Centerbrook Architects and Planners

LEEDuser Basic Member

0 thumbs up

Thu, 08/17/2023 - 18:26

please count me in as well--this is something that we started a few years ago and are constantly revisiting to figure out what is realistic.

Jeremy Shiman

Associate, Building Performance Specialist, Project Architect

WRNS Studio

LEEDuser Basic Member

0 thumbs up

Thu, 08/17/2023 - 18:29

Party indeed! Please count me in as well. Jeremy

Terry Phelan

Director, Sustainable Practice

Retired

LEEDuser Basic Member

0 thumbs up

Thu, 08/17/2023 - 18:29

Please add me too - I'm a newbie here and B&V is just working on this now.

Kim Cowman

National Director of Engineering

LEO A DALY Company

LEEDuser Basic Member

0 thumbs up

Thu, 08/17/2023 - 19:06

Would love to be included in future discussions.

Mark Kelly

Associate Principal, Director of Sustainability

BAR Architects

LEEDuser Premium Member

0 thumbs up

Thu, 08/17/2023 - 19:24

Please count me in as well.

Kim Shinn

Executive Principal and Senior Wizard

TLC Engineering Solutions

LEEDuser Premium Member

62 thumbs up

Thu, 08/17/2023 - 19:41

At this point it might be easier to say, "By show of hands, who isn't interested in helping with this effort?" Congratulations, Heather, you Broke the Internet.

Marisa Allen

Architect | Sustainability Team Manager

Quinn Evans Architects

LEEDuser Basic Member

0 thumbs up

Thu, 08/17/2023 - 19:57

I'm interested as well. Thanks!

Stephanie Gowing

Sustainability Director

Absher Construction

LEEDuser Basic Member

1 thumbs up

Thu, 08/17/2023 - 21:05

[celebrate] Stephanie Gowing reacted to your message:

Susan Ryder

Associate, Vice-chair of RAMSA Sustainable Design Committee

Robert A.M. Stern Architects, LLP

LEEDuser Basic Member

0 thumbs up

Thu, 08/17/2023 - 21:33

Hi Everyone, I’m interested in being part of the discussion, in whatever capacity I can. This topic is very timely right now for my office as well. Susan Ryder Senior Associate Robert A.M. Stern Architects, LLP One Park Avenue, New York, New York 10016 Phone: 212 967 5100 s.ryder@RAMSA.COM www.ramsa.com The information contained in this communication and any enclosures or attachments may be confidential and/or proprietary. It is intended only for the recipient or recipients named above. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication or its contents or attachments is strictly prohibited. If you have received this communication in error, please immediately advise the sender and delete the original and any copies from your computer system. F

Ray Wallin

Vice President - Estimating & Sustainability

Torcon, Inc.

LEEDuser Basic Member

0 thumbs up

Thu, 08/17/2023 - 22:29

I would love to join as well... coming from the contractor's perspective it would be great to know what additional questions we should ask design teams, expect, and how we can best support the process as well. I'd also like to see how this could be developed into full project delivery so us on the GC/CM side can integrate that into our construction QA/QC process.

Peter Nobile

Senior Architect

Bergmeyer

LEEDuser Basic Member

0 thumbs up

Thu, 08/17/2023 - 22:40

New to this mode of discussion and as Kim points out I don't want to help break the internet by piling on with my enthusiasm here, but...NOW what happens?

Jerelyn Wilson

Former CEO/Outreach Ambassador

Jerelyn Wilson

LEEDuser Premium Member

0 thumbs up

Fri, 08/18/2023 - 01:46

I’m writing to say that Nadav is on vacation this week or he would have chimed in by now! I’m sure he will weigh in next week and offer options for next steps.

Jennifer Kruse

Owner

Strategy 17

LEEDuser Premium Member

2 thumbs up

Fri, 08/18/2023 - 11:28

I would like to join the party!!

Keihly Moore

Architect | Sustainable Design Coordinator

Studio G Architects

LEEDuser Basic Member

0 thumbs up

Fri, 08/18/2023 - 12:55

Hi all! I would also like to be apart of this group. We are working on a "Project Management" checklist that folds sustainability in for a few different project types. Happy to share and eager to learn from others! Thank you!

Julianne Laue

Director of Building Performance

JE Dunn

LEEDuser Premium Member

0 thumbs up

Fri, 08/18/2023 - 14:46

This could be a great overlap with the sustainable construction leaders as we have design phase sustainability road maps as well. While we don't all design - we support designers and owners throught the process to meet scope and budget.

Nancy Malone

Principal

Siegel & Strain Architects

LEEDuser Basic Member

0 thumbs up

Fri, 08/18/2023 - 17:14

We've started re-writing our scope of services template with an eye to it being the ideal process from which we start all projects. From there, we hope to develop other workflow-related overlays. Would greatly value the wisdom of others who are a few steps ahead of us. thank you for starting this thread!

Kimberly Reddin

Director of Sustainability

Flad

LEEDuser Premium Member

0 thumbs up

Mon, 08/21/2023 - 13:45

I've been on vacation so I'm late to the party, but Flad has also been going through a similar exercise for our design process. Glad to know we're not alone. I'd love to be part of this conversation.

Jackie Mignone

Bruner/Cott Architects

LEEDuser Basic Member

0 thumbs up

Mon, 08/21/2023 - 15:18

I have also been out and am just catching up on this thread - I would love to join in on the conversation on behalf of BCA as we are currently going through the process of updating our action plan. Thanks!

Katie Ackerly

Associate / Sustainability Lead

David Baker Architects

LEEDuser Basic Member

0 thumbs up

Mon, 08/21/2023 - 16:25

count me in too! i thought i responded initially but don't see it - we have also been reintegrating into our PM and QA/QC tools, so it would be so great to be a part of the convo.... On Mon, Aug 21, 2023 at 8:24 AM Jackie Mignone wrote:

Pauline Souza

Partner, Sustainability Director

WRNS Studio

LEEDuser Basic Member

0 thumbs up

Mon, 08/21/2023 - 16:39

Me too please Pauline

Amy Latva-Kokko

Sustainability Leader | Senior Project Manager

Dewing Schmid Kearns

LEEDuser Basic Member

0 thumbs up

Mon, 08/21/2023 - 16:45

Late to the party, but thanks for starting the conversation Heather! Would love to participate. We have a high level process posted with our Sustainability Action Plan on page 8: https://www.dskap.com/about/sustainability/#image-0

Kristian Kicinski

Associate Principal / Director of Sustainability

Bassetti Architects

LEEDuser Premium Member

7 thumbs up

Mon, 08/21/2023 - 17:08

Late to the party, but I’m also interested to see what others are developing, and happy to share what we’ve been using. Kristian Kicinski AIA, LFA, LEED AP BD+C (he, him) Associate Principal / Director of Sustainability direct: 206.536.1370 Send me files Fro

Nadav Malin

CEO

Green Commons, LLC

LEEDuser Expert

586 thumbs up

Mon, 08/21/2023 - 17:19

Wow—what an amazing outpouring. Seems that this is something EVERYONE wants/needs to be part of. I’ll circle up with Heather and Aley and see what kind of a process/structure we can come up with for this. If anyone else would really like to be part of organizing this effort, please email me separately. > Otherwise, stay tuned and we’ll be in touch! Nadav

Jana Silsby

Principal

DLR Group

LEEDuser Premium Member

0 thumbs up

Mon, 08/21/2023 - 17:27

I went on vacation and my inbox exploded. Seems like this is the topic of the year! If you are keeping track of names, put mine on it as well.

Patricia Heye

EHDD

LEEDuser Basic Member

0 thumbs up

Mon, 08/21/2023 - 18:39

EHDD is also going through this process. We would love to be included on the discussion. Thanks!

Dustin Davis

Project Manager

WDD Architects

LEEDuser Premium Member

0 thumbs up

Mon, 08/21/2023 - 18:41

I would love to take part in an inperson discussion to get things started. I am part of the Greenbuild Adversy Board and reach out to Informa this morning. We could use the space set aside for the roundtable on 9/27/23 from 1:00-1:30. We can use that space before or after the roundtable if anyone once to get together to discuss this topic inperson. Let me know if interested, if so I will work with the Greenbuild staff to make sure we ahve a spcae for a 30-60 minute discussion on 9/27/23.

Stephanie Gowing

Sustainability Director

Absher Construction

LEEDuser Basic Member

1 thumbs up

Mon, 08/21/2023 - 18:48

[like] Stephanie Gowing reacted to your message:

Juan Guarin

Perkins Eastman

LEEDuser Premium Member

0 thumbs up

Mon, 08/21/2023 - 19:27

Perkins Eastman would also like to participate in the conversation, feel free to add us to the list! Happy to share what we've done around this topic and learn more what other firms are doing!

Mona Lemoine

Associate | Senior Sustainability Consultant

DIALOG

LEEDuser Premium Member

0 thumbs up

Mon, 08/21/2023 - 20:51

DIALOG would also like to participate in the conversation - so, yes please!

Seonhee Kim

Director of Sustainability

Design Collective

LEEDuser Basic Member

19 thumbs up

Mon, 08/21/2023 - 21:07

I'm in. We have several we've been using for phase checklist, QA/QC checklist, analysis process map etc.. that I can share, but would like to join the conversation..

Pauline Souza

Partner, Sustainability Director

WRNS Studio

LEEDuser Basic Member

0 thumbs up

Tue, 08/22/2023 - 02:48

Aweome!

Eric Corey Freed

Principal, Director of Sustainability

CannonDesign

LEEDuser Expert

0 thumbs up

Tue, 08/22/2023 - 05:48

We'd love to participate and share too. At CannonDesign we have one just for how sustainability intersects with our process, and updating it with a push for regenerative design.

Zach Hansen

Architect, Sustainability Lead

INVISION Architecture

LEEDuser Basic Member

0 thumbs up

Tue, 08/22/2023 - 12:40

I'd also like to be included if there is still room. Thanks!

Nadav Malin

CEO

Green Commons, LLC

LEEDuser Expert

586 thumbs up

Thu, 08/24/2023 - 16:29

Hi folks, Thanks for bearing with us as we explore how best to support this amazing outpouring of interest. Here's where we stand: A small ad hoc steering group has convened (Heather Holdridge, Aley Wilson, Dustin Davis, Steven Burke, Dave Hubka, Nadav Malin) and developed the start of a plan. Aley has graciously set up a Zoom meeting for this coming Wednesday morning at 10am eastern time (sorry for the early start, westerners). Early respondants on this thread already got a calendar invitation from her. For anyone who didn't get that: here's the link to join: https://ayerssaintgross.zoom.us/j/92961361129?pwd=NU5qN284bFJheFFpSjIvMFdxRUN5Zz09
Meeting ID: 929 6136 1129
Passcode: 721628 Given the large size of the group, we've planned a tight agenda for this hour:

Convening (5 minutes)
Why did you raise your hand to be here? (chat waterfall)
Breakout by discipline (15 min)
Reconvening / Sharing out (10 minutes)
Show and Tell from Heather and Aley (20 minutes)
Initial Proposed Next Steps (more to come) (10 minutes)
1. Add interested people to BG Working Group (admin task)
2. Architects Process:
  1. Those who have them, share files via Working Group page
  2. Those who have shared, meet to collaborate on key take-aways
  3. Present to whole group, collect more input
3. Contractors Process? Engineers process? TBD
4. Connect at Show and Tell during Greenbuild 9/26
5. In-person working session at Greenbuild 9/27
6. July 2024 workshop in Seattle (Pre-SDL Summit?)

If you can't make that time, no worries--we'll be sure to keep everyone who expressed interest (either on this forum or to one of us separately) in the loop on next steps.

Indu Chakravarthy

RMW Architecture and Interiors

LEEDuser Basic Member

0 thumbs up

Tue, 08/29/2023 - 07:32

Very late to this thread, and sorry to have missed the zoom. Was it recorded or key take-aways shared?
Yes, we at RMW too are developing internal resources for process roadmap :) Thanks!

Kim Shinn

Executive Principal and Senior Wizard

TLC Engineering Solutions

LEEDuser Premium Member

62 thumbs up

Tue, 08/29/2023 - 13:08

Indu, if I'm not mistaken, the meeting is tomorrow (8/30) morning

Lisa Goodwin Robbins

Architect/Specifier

Kalin Associates

LEEDuser Basic Member

0 thumbs up

Tue, 08/29/2023 - 17:07

I'm interested in how my client firms manage this process and how I can be an effective collaborator. As part of the CLF Boston/Northeast Hub, we developed a project timeline for embodied carbon. I'm sure it was out of date the day we finished it, but here's the link: https://www.clfboston.com/design-project-timeline Credit to Amelia Thrall, Melanie Silver, and Becca Sturgeon.

Indu Chakravarthy

RMW Architecture and Interiors

LEEDuser Basic Member

0 thumbs up

Wed, 10/04/2023 - 02:37

At the Project process meeting that happened on Wednesday 9/27 at Greenbuild, Nadav mentioned a working group with files and materials shared. I missed the initial call - could someone please add me to the group. Thanks, Indu

Lale Ceylan

Associate

Hacker Architects

LEEDuser Basic Member

0 thumbs up

Tue, 12/12/2023 - 04:55

Oh wow, I am very late to this discussion. I am recently tasked with updating our project phase checklists to incorporate our latest sustainability efforts to be distriburted at the end of 2024 Q1. Is this working group still active? If yes, could I contribute and learn? If no, would anyone be willing to share any outcomes or lessons learned going thru this process. Thanks!

Nadav Malin

CEO

Green Commons, LLC

LEEDuser Expert

586 thumbs up

Tue, 12/12/2023 - 18:22

Hi all, I've just updated the Working Group page with this information: Over the last few weeks a group of 8-10 of those who had shared documents met a couple of times to compare notes and develop some lessons and take-aways to share back with the larger group. The 2nd of those meetings was yesterday. That share-out will be scheduled for early 2024. Given the huge amount of interest in this topic, it will also be a key theme in the All-Networks Workshop: "Integrated Design + Delivery from the Inside Out" that's scheduled for July 15, 2024 in Seattle. So far the focus has been project process within architecture firms, but in Seattle we'll broaden that to include engineers and contractors and integrative process across a whole team.

Hilary Noll

Associate Principal & Sustainability Integration Leader

Mithun

LEEDuser Basic Member

0 thumbs up

Tue, 12/12/2023 - 23:59

Late to the game here (back from leave) and I'd love to join this working group. Please add me. I'll upload Mithun's *draft* project workflow diagram to the mix.

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