Partnering: A Plus for Safety

March 2000

Whether called a partnership, strategic alliance, strategic team-building, or any other buzzwords, the partnering concept is the current rage in the construction industry. Partnership can deliver superior results. However, as with all things of value, there is a price to be paid. Partnering is not a cure-all, but it is another mechanism used by firms to improve the construction delivery system, and as a plus for safety.

by Ron Prichard
Aon Worldwide Resources

The concept of partnering as a new mechanism for producing project success has been getting a lot of interest lately from all segments of the construction industry. The Corps of Engineers has successfully utilized partnering for many years to deliver high-quality projects, with no litigation. The American General Contractors of America (AGC) has conducted an extensive outreach program to explain partnering to its members. The Building and Construction Trades Department of the AFL-CIO claims to have invented the concept. The consulting industry has latched onto partnering as a new venue for revenue generation.

Whether called a partnership, strategic alliance, strategic team-building, or any other buzzwords, the partnering concept is the current rage in the construction industry. Perhaps this widespread acceptance best illustrates both the opportunities for and misunderstandings of partnering. This article helps explain partnering---the concept, the rewards, and how to structure it. Throughout, the value of partnering for improving construction safety is addressed.

The Concept

Partnering is not a new concept. The idea behind partnering is to build a trust-based, cooperative environment where the many parties involved in a construction project collaborate to build the project instead of confronting each other. Partnering can be used as a one-time, one-project approach for a finite period of time, or to create an ongoing, long-term arrangement that covers many projects over an extended period of time.

The principle goal of partnering is to reduce the effort and expense of construction disputes. The focus is to get the job built. A project that finishes on time, within budget, and without the pain, frustration, and cost of litigation (or its alternatives) benefits participants. Partnering entails a more rational approach to problem-solving on a project. Rather than view every problem as an obstacle or an issue to fight over, the participants work to resolve the problem, at the lowest level, as quickly as possible.

Owners and contractors have reached out to partnering as a way to increase the cost effectiveness of the construction delivery system. When it is successful, partnering results in on-time, cost-efficient performance. When partnering fails, projects are no better than average-meaning late and with cost overruns. Partnering is not easily achieved, nor is it always a success. The caveat that sometimes appears on TV shows: "These are professionals, do not attempt this at home!", applies to partnering. It is not a panacea for all construction woes. Extensive and intensive work goes into creating success.

The most difficult aspect of partnering is to gain the commitment of all parties to the process. If their commitment is half-hearted or on the basis of "wait and see," then the probability for success is low. Most partnering arrangements gradually fall apart as the levels of enthusiasm and involvement of senior management diminishes with the passage of time since the chartering meeting. It is up to the participants to dedicate themselves to making it work.

When partnering fails, it usually flounders due to selfish interests-where one party seeks to advance only its own interests at the expense of others rather than advancing some of its interests along with some of those of the others. Partnering is for the mutual gain of all parties to the process. Where one party seeks favors or to gain significant advantage over the others, the process quickly deteriorates back into adversarial confrontation. All parties must work together as a team, or partnering does not succeed.

Basic Partnering Premises

  • Partnering is hard work
  • The benefits outweigh the costs
  • Real trust is essential at all levels
  • Old attitudes must change
  • Cooperation is more productive than confrontation
  • Management must set the example through both word and deed
  • Differences must be dealt with openly
  • Commitment to partnering begins at the top

The Rewards

Partnering is a process. It revolves around creating equity of risks and rewards among the various parties to the contract. The aim is to establish a structure for resolving problems that leads to continual win-win situations. Partnering takes a commitment of time, energy, and resources in order to create the right working relationship among the principle parties to the project. It is not a "one and done" activity, but a chore that requires continual effort throughout the course of the project.

The primary basis for the success of partnering comes from the core around which the partnering charter is built-alignment of project goals. This is the equivalent of making sure, in writing, that every party to the process is in the same boat and all rowing together. Goal alignment also leads to other benefits of partnering: trust, open communications, and early problem resolution.

Trust takes a commitment from each party and is not easily achieved. To reach trust, there must be mutual sharing of objectives, expectations, and values, as well as dedication to common objectives. All parties must understand each other and be committed to helping each other achieve their common objectives. They must also all agree to abandon confrontation.

Open communication is perhaps the most important partnering benefit. To attain it, all parties must be willing to communicate honestly with each other. This is what makes partnering difficult. Honest, open communication makes people feel vulnerable because it entails taking risks and openly accepting dependency on others.

Problem resolution is a proactive process where the participants have empathy for the position of the others. This is accomplished when the parties to the contract respect and have confidence in each other, and recognize how disputes pose a danger to the achievement their goal.

Superior cost performance, enhanced safety, and significantly better quality-by-products of a successful partnership-generate improved profitability or cost savings for the project. This is the tangible reward for the effort that is put into a successful partnership. However, trust, open communication, and effective problem resolution require effort and courage-and patience.

Trust builds over an extended period of time and is also a fragile thing. It results from the cumulative testing, by others, of one's commitment. The actions of each party are constantly under scrutiny for verification that actions indeed match words. If there is a disconnect between what is said and done, all bets are off. What we are talking about is effecting cultural change on the job site. This is not a process for the faint of heart.

The Structure

Partnering can be started either before or after the contracts are signed. Generally, for one-project efforts, it is best to begin the partnering process after all the project players have been selected through competitive or negotiated bids. Once everyone is signed up, with a requirement to participate in partnering written into the contract, the process can begin. This methodology eliminates the source of many potentially contentious elements from discussion-namely, the scope of work and the price.

Partnering begins with a joint workshop involving all parties. This sets the tone for the entire project. All parties share in the cost of the workshop, a first gesture toward mutual commitment. The most successful efforts also enlist the aid of an experienced facilitator to lead the team-building process in the workshop.

The workshop includes all the key players on the project. However, there will be many parties to the work who will not arrive on the job site until the project is well underway. These parties may or may not be included as a part of the initial workshop, depending on the significance of their work. If the decision is made to not include them, provisions must be made to educate them, prior to the commencement of their work, regarding the partnering process and the site procedures.

The focus of the workshop is to bring out the expectations of the parties, establish a charter that defines the project mission statement, and then agree on key project goals, objectives, and measures. One of the key areas addressed in the project charter is safety expectations.

A team must also be created to define a proactive dispute resolution process. This helps create a common, project-wide consensus and process for conflict resolution. As a part of the dispute prevention structure, the team should serve as the "keeper of the process." The composition of the team can change over the course of the project, but its key role is to serve as a focal point for resolution of problems that cannot be eliminated at the site management level.

This team, and any others who are key players on the project, should hold regular meetings to evaluate their efforts and critique how they are doing. There should be no "undiscussables" among this group. Everything is open to discussion or there really is no trust within the project team.

The agreement around objectives, and the process to resolve disputes, serves to significantly diminish project risk, a result which manifests itself in improved safety performance on the job site. There must be an equitable sharing of the rewards of the success of partnering-improved profitability or cost savings for project. This is the tangible reward for the effort that is put into a successful partnership.

Conclusion

Partnering leads to a change in attitude about many aspects of the construction process. The most important shift in attitudes is how problems are viewed. If anything is certain about a construction project, it is that unforeseen problems will arise. Problems in partnerships are seen as challenges to be overcome, not obstacles to progress. Once all parties buy into the work and effort entailed by partnering, the process can begin.

Partnership can deliver superior results. However, as with all things of value, there is a price to be paid. The price is a willingness to take a risk and to make the effort over the duration of the project. If there is no investment, there can be no return. Partnering succeeds because people work together to get the job built safely, on time, for the stated budget, and without fighting.

Partnering is not a cure-all, but it is another mechanism used by firms to improve the construction delivery system, and as a plus for safety.


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