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Unlocking Success with PTAG’s CII Hidden Gems Series: Episode 1 – The Implementation Journey

November 27, 2024/in Webinars/by Jess Beltran

The inaugural episode of PTAG’s CII Hidden Gems Series webinar, “The Implementation Journey,” led by Mike Davidson and Deborah DeGezelle, provided an enlightening roadmap for organizations seeking to harness the Construction Industry Institute’s (CII) best practices. If you missed the live session, here’s a recap of the key takeaways and insights that can transform your organization’s approach to project implementation and governance.

Exploring the “Hidden Gems” of CII?

CII has amassed a treasure trove of over 400 publications, 100+ tools, and 17 validated best practices. Yet, as Deborah aptly pointed out, some of these invaluable resources often go unnoticed amidst the hustle of day-to-day operations. The Hidden Gems series seeks to spotlight these underutilized tools, ensuring companies extract maximum value from their CII membership.

Why the Implementation Journey Matters

The central focus of the webinar was on embedding best practices within an organization’s DNA. Drawing on real-world examples, the session delved into the challenges and triumphs of implementation, emphasizing:

The critical role of a Project Management Office (PMO) in promoting consistency and driving project excellence.

The value of tailoring tools like the Project Definition Rating Index (PDRI) to fit organizational needs while maintaining their integrity.

How structured governance models, supported by top-tier training and facilitation, create a sustainable framework for success.

Case Study Spotlight: Ontario Power Generation (OPG)

OPG’s journey served as a centerpiece of the discussion. Under Mike Davidson’s leadership, the organization implemented a PMO from the ground up, evolving it into an enterprise-wide entity recognized as a benchmark for excellence. Key steps included:

Building the PMO: Starting small with a clear vision, OPG scaled its PMO to support diverse teams with tools for front-end planning, risk management, and project alignment.

Championing Best Practices: Embedding CII tools, such as PDRI, into their governance processes ensured buy-in at all levels.

Continuous Improvement: Regular benchmarking and feedback loops enabled OPG to refine its practices, securing their position as a finalist for PMO of the Year.

Insights For Discussion

Leadership Buy-In is Non-Negotiable
Change begins at the top. A committed leadership team ensures alignment, secures resources, and fosters a culture open to adopting industry best practices.

Customization for Impact
While CII tools are robust, tailoring them to an organization’s terminology, processes, and governance enhances adoption and effectiveness.

Start Small, Scale Smart
By focusing on a single, high-impact tool like PDRI, organizations can prove value quickly, building momentum for broader adoption.

Training & Facilitation Drive Success
Well-trained facilitators ensure that tools are applied correctly, fostering alignment among diverse stakeholders and producing actionable results.

Looking Ahead: The Hidden Gems Series

This episode is just the beginning. The series will explore various aspects of implementation, such as leveraging CII’s data warehouse for benchmarking, advancing collaborative contracting techniques, and more.

Register here for our next Hidden Gems session:

Your Next Steps

Revisit your organization’s approach to project management. Are there untapped opportunities to address pain points with proven methodologies and tools? PTAG can help you identify and implement solutions that deliver measurable results.

Engage your teams in professional development and awareness training. PTAG ensures the effective application of industry-leading tools, unlocking the full potential of best practices.

Whether or not your organization is a CII member, PTAG provides access to the value of CII resources. If you’re not a member and are considering joining, reach out to us—we can help you assess whether membership is the right fit for your organization.

Join PTAG in the next episode of the Hidden Gems Series to uncover additional strategies for transforming your project delivery approach.

PTAG’s Hidden Gems Series emphasizes that success in capital project execution doesn’t come from just following best practices but from embedding them as a way of doing business. Begin your implementation journey today and unlock the full potential of CII’s resources.

Want To Learn More

Visit our webinar series page or contact PTAG to discover how we can support your organization’s project success journey.

Free Webinar on Next Gen AWP: How Does Contracting Impact Project Performance?

January 30, 2024/in Power & Utilities, Project Management, Webinars/by Elnaz Khaleghi

CII’s NextGen (formerly AWP+Lean) series of webinars has addressed many best practices leveraged across the different industries that contribute to improvements in Project Delivery. Consistently, the degree to which they drive success is partially shaped by the contracting strategy, type of contracts selected, and the underlying relationships.

Join PTAG’s Mark Guy, along with CII colleagues Gary Fischer and Will Lichtig, as they share insights on addressing the growing interest in adopting contracts aimed at enhancing collaboration, driving deeper integration, reducing shared risk across the collective project enterprise, and improving overall performance. This session will feature three highly regarded professionals with diverse and distinctive perspectives to discuss important, but often overlooked, impacts of contracting.

The conversation will offer key insights about project risk, culture and reliable performance. Expect to hear some great stories to illustrate key points. Whether your new to AWP, Lean, or Operations Science or a seasoned practitioner, please mark your calendars and join us for an entertaining conversation.

Webinar Overview:

Date: Monday, February 12, 2024

Time: 3:00 PM – 4:00 PM EST

Location: Online Webinar

Key Speakers:

Mark Guy, Senior Advisor of Project Management at PTAG

Mark Guy is a PTAG Senior Advisor, Project Management who brings over 40 years of power generation experience covering project management, engineering, construction, operation, plant rehabilitation and collaborative facilitation. During his career at Ontario Power Generation, Mark managed many major capital projects to install new system equipment at the Pickering and Darlington stations, including the Darlington Nuclear Refurbishment (DNR) project and early planning for the SMR project. Mark has experience negotiating and managing EPC contracts, and attaining results through collaborative facilitation.

Gary Fischer, Executive Director of the Project Production Institute

Gary’s background includes responsibility for Chevron’s project management system as well as his current role as Executive Director of the Project Production Institute (PPI). He will bring a unique perspective shaped by years of energy mega—projects around the world and his new passion for bringing Operations Science to our industry.

Will Lichtig, Executive Vice President Performance & Innovation at The Boldt Company

Will not only has extensive experience in leveraging collaborative forms of agreements and Integrated Project Delivery with Owner and Contractor organizations, but has been a driving force within the Lean Construction Institute (LCI) for many years, including as the developer of the Integrated Form of Agreement (IFOA).

Planning For Startup

January 4, 2024/in Best Practice/by Elnaz Khaleghi

Startup is the transitional phase between plant construction completion and commercial operations, including all the activities that bridge these two phases. Critical steps within Startup include system turnover, checkout of systems, commissioning of systems, introduction of feedstock, and performance testing.

The importance of Startup planning is exemplified by the pressures to increase profits by reducing costs, reductions in owner staff and increases in outsourcing of services, demands for shorter project life-cycle times, and a lack of planning capabilities and supportive tools. These business and project challenges demand increases in organizational efficiency and management effectiveness.

Successful project delivery and commercial operation requires a successful Startup. Research indicates a reasonably strong correlation between Startup success and comprehensive Startup planning.

PTAG provides a Startup Planning Model for Startup activities through all eight project phases:

Requirements Definition and Technology Transfer
Conceptual Development and Feasibility
Front-End Engineering
Detailed Design
Procurement
Construction
Checkout & Commissioning
Initial Operations

Collaborative contracting for Small Modular Reactors Webinar Recap- October 25, 2023

October 26, 2023/in Best Practice, Power & Utilities, Webinars/by Elnaz Khaleghi

In this webinar PTAG’s Michael Dubreuil and Bruce Burwell along their CII colleagues presented an update on how Industrial IPD (I2PD) and CII Best Practices are supporting early first-mover SMR projects in both the United States and Canada with growing international interest.

The following topics were discussed in this webinar:

The projected SMR market demand
Early adopters of Industrial IPD for SMRs
What are the key features and benefits of Industrial IPD
Several CII Best Practices that will help facilitate industry readiness

For those who missed the live event or wished to revisit the valuable discussions, we have uploaded the full webinar recap video.

This is the recap video recording of the webinar, which was originally recorded on October 25, 2023

Free Webinar with a Power Sector Focus: Collaborative Contracting for Small Modular Reactors

October 12, 2023/in Webinars/by Elnaz Khaleghi

The world will increasingly rely on Small Modular Reactors (SMRs) to meet its emission reduction targets as it transitions its sources of energy generation. Compared to other generation alternatives, SMRs provide a safer, more reliable, economical, and environmentally responsible alternative for energy generation to supply industry and society.

With the planned pace of energy transition, realizing the potential of SMRs to help meet global emissions targets will require intense cooperation and collaboration amongst stakeholders, that includes: Governments, Regulators, Local Communities, Financial Community, SMR Technology Providers, Electrical Generation Utilities, Industrial Owners, Supply Chains, Project Managers, Engineers, and Constructors.

CII’s groundbreaking research was developed and published in partnership with industry and academia – “Integrated Project Delivery for Industrial Projects” in August of 2018. Known as Industrial IPD this innovative approach to project delivery for industrial projects has been shown to significantly improve design optimization and reduce construction risks by fostering trust, transparency, and alignment between project key stakeholders. Industrial IPD has been shown to reduce risks, costs, schedules and delays while increasing safety, quality, innovation, and value. Industrial IPD uses many of CII’s Best Practices as part of its Framework approach to setting projects up for success.

Join PTAG’s Michael Dubreuil and Bruce Burwell along their CII colleagues as they present an update on how Industrial IPD and CII Best Practices are supporting early first-mover SMR projects in both the United States and Canada with growing international interest.

In this webinar, you will learn the following:

The projected SMR market demand
Early adopters of Industrial IPD for SMRs
What are the key features and benefits of Industrial IPD
Several CII Best Practices that will help facilitate industry readiness

15th Annual Advanced Work Packaging (AWP) North American Conference

September 19, 2023/in Conference, Events, Project Controls/by Elnaz Khaleghi

Advanced Work Packaging with the emphasis on the “A”

PTAG is proud to be a Platinum Sponsor for the 15^th Annual Advanced Work Packaging (AWP) North American Conference in Houston, Texas, on October 10 and 11, 2023.

This Conference is supported by the Construction Industry Institute (CII) and promises to be an insightful gathering of industry leaders and experts.

Come network with industry leaders. Historically owners, EPC, and contractors have constituted approximately 70% of the total attendees.

Some of the biggest global constructors, engineers and technology providers attend this conference.

This Year’s Program

This year’s conference promises to be bigger than ever with the following categories being covered:

AWP with the Emphasis on “A”
Breaking Research
Case Study
Data, Data, Data
Leveraging Technologies
Next Gen Project Delivery
People, People, People
Reducing Waste & Decarbonization

Big Names, Outstanding Network

PTAG’s Michael Dubreuil, Bruce Burwell, Keith Henson and Michael Mcbean are honored to be presenting in the following sessions:

Tuesday, October 10th, 11:30 am

Using the Big Room as a Tactical Command Centre for Field-based Planning Collaboration on Brownfield Projects

Speakers: Keith Henson & Michael McBean

Keith Henson

Michael McBean

Tuesday, October 10th , 3 pm

Next Gen Project Delivery

Speaker: Michael Dubreuil

Wednesday, October 11th , 10:30 am

Culture Change Through Adoption of Collaborative Behaviour

Speakers: Bruce Burwell – PTAG & Amy Cameron – OPG

Wednesday, October 11th , 11:30 am

Next Gen Project Delivery – A Deeper Dive

Speakers: Michael Dubreuil – PTAG, Fernando Espana – Construct-X, Mark Childerson – Garner, John Strickland – Collaborative Flow, LLC & James Choo – PPI

Who Should Attend?

Reach out to us ahead of time and let us know if you will be there. Hope to see many of you there!

Improving Capital Effectiveness and Efficiency to Deliver Excellent Business Results

August 22, 2023/in Conference, Project Management/by Elnaz Khaleghi

In case you missed it, watch Michael Dubreuil’s panel discussion along with his RT 394 colleagues about Improving Capital Effectiveness and Efficiency to Deliver Excellent Business Results from the 2023 Construction Industry Institute‘s Annual Conference in San Antonio, Texas.

CII Local Connect Houston – Lightning Talks – 27 April 2023

April 13, 2023/in Events/by Elnaz Khaleghi

High-Impact Lightning Talk Sessions Led by Experts from CII and Industry.

Join PTAG Houston’s Mike McBean at the CII NextGen event on Thursday, April 27th, 2023, hosted at the Shell- Woodcreek Campus!

PTAG is proud to support the CII Local Connect program, which provides individuals from member and non-member companies opportunities to learn more about CII research and best practices. The event format includes an overview of resources and more importantly, an opportunity to engage in-person with current and future leaders.

It’s a great opportunity to network, learn new concepts, and hear unique perspectives on relevant workplace topics.

Industrial Integrated Project Delivery Implementation (I2PD)

October 18, 2022/in Conference, Events, I2PD/by Elnaz Khaleghi

In case you missed it, watch Michael Dubreuil and Bruce Burwell ’s panel discussion about Industrial Integrated Project Delivery Implementation (I2PD) from the 2022 Construction Industry Institute‘s Annual Conference in Cleveland, Ohio.

To learn more about Industrial Integrated Project Delivery Implementation (I2PD), please reach out to either Bruce or Michael:

_{Michael Dubreuil
Managing Partner, PTAG Inc.}

_{Bruce Burwell
Partner, Capital Projects, PTAG Inc.}

2022 CII Annual Conference

July 20, 2022/in Conference, Events/by Elnaz Khaleghi

PTAG is proud to be the Silver Sponsor for this years CII Annual Conference in Cleveland

Visit PTAG in the Exhibitor Showcase

Take in Michael Dubreuil’s panel on Collaborative Contracting

All relevant collaborative contracting strategies (I2PD, IPD, and Alliancing to name a few) have adopted early supplier engagement as one of their fundamental methods to improve project performance. You won’t want to miss this expert panel discussion on the importance of early supplier engagement and the adoption of innovative technical improvements. Experience a conversation between the industry’s leading service and solutions providers about how to be successful at proactive engagement with your supply chain.