Agenda and Slides

Agenda 

• 8:00-8:05am | Safety Moment

• 8:05-8:10am | Symposium Overview and History

• 8:10-8:30am | Introductions

• 8:30-9:00am | Communities of Practice - Stan Garfield

• 9:00-9:30am | Communities of Practice Discussion + Feedback

• 9:30-10:00am | Lessons Learned - Dennis Pearce

• 10:00-10:15am | Lessons Learned - Maureen Montemurri and Gerrit Littrup

• 10:15am-10:45am | Lessons Learned Discussion + Feedback

• 10:45-11:00am | Break

• 11:00-12:00pm | What Have We Learned: 30 Years of KM - Stan Garfield

• 12:00-12:30pm | Lunch

• 12:30-1:00 pm | Generative AI- Lee Romero

• 1:00-1:15pm | AI Agents-Ted Jennings

• 1:15-1:45pm | AI Discussion + Feedback

• 1:45-2:00pm | Break

• 2:00-2:15pm | Organizational Learning- Dennis Pearce

• 2:15-2:45pm | Organizational Learning Discussion + Feedback

• 2:45-3:00pm | Standard Work-Shannon Alexander

• 3:00-3:30pm | Standard Work Discussion + Feedback

• 3:30-4:00pm | Open Discussion

• 4:00-4:15pm | Closing

Speakers and Presentation Descriptions

Stan Garfield

1. Communities of Practice

Learn the foundational elements of successful communities, offering insights into their structure, purpose, and impact. Stan will cover essential principles, including key fundamentals, 10 Principles for Successful Communities, and 10 Tips for Effective Leadership. Attendees will gain practical strategies for fostering engagement, sustaining momentum, and driving meaningful collaboration within their own communities.

• Slides

2. 30 Lessons in 30 Years: Insights from a Knowledge Management Leader

Gain a reflective and practical look at three decades of experience in Knowledge Management. Stan will share his 30 key lessons learned throughout their journey as both a practitioner and a leader in the field. Attendees will gain valuable insights into the evolution of KM, best practices for success, and actionable strategies to enhance organizational learning and knowledge sharing.

• Slides

Dennis Pearce | Start Early

1. Lessons Learned

Explore a "lessons learned life cycle" model developed through the synthesis of various academic research studies. Dennis will highlight examples of approaches taken by different organizations and share practical insights gained from their experiences. Additionally, this session will introduce refinements made to the standard After Action Review process, demonstrating how these modifications have enhanced effectiveness within their own organization.

• Slides

2. Organizational Learning

Gain a fresh perspective on organizational learning, challenging conventional approaches that focus on behavioral changes within individuals. Dennis will introduce a conceptual shift, proposing that all learning entities — whether humans, animals, machines, or even ant colonies — share fundamental characteristics. If organizations are truly capable of learning, they should exhibit these same traits. By identifying and enhancing these features, organizations can cultivate a more effective learning environment. This session will invite discussion and feedback on this innovative framework, encouraging participants to rethink how organizational learning is understood and improved.

• Slides

Maureen Montemurri and Gerrit Littrup | Barton Malow

Lessons Learned

Barton Malow’s Quality team will present a Lessons Learned initiative that has been developed collaboratively with project delivery teams across the organization to drive continuous improvement and elevate performance across projects. The team will share how they systematically captured, analyzed, and shared critical insights from past successes and challenges. Learn about the structured approach to identifying root causes and implementing corrective actions that have led to measurable improvements in quality outcomes. The presentation will also feature real-world examples, tools used for knowledge capture and dissemination, and strategies for embedding lessons learned into future project planning and execution.

Lee Romero | Deloitte Touche Tohmatsu

Generative AI

This session will introduce a generative AI solution implemented by Deloitte based exclusively on helping users get the most out of Deloitte's global knowledge base.  It will provide insight on some of the pros and cons and challenges with implementing this tool.  The discussion will focus on two aspects of the project:  1) Looking for ideas to improve adoption of the tool; and 2) Looking for experience from others to address a hard problem we could have a dramatic improvement on the quality of the experience – How to identify the "best content" at scale in a system that has over a half a million content items?

• Slides

Ted Jennings | Barton Malow

AI Agents

Barton Malow’s Data and Automation team will share two AI agents that they have developed in-house. A Finance agent was developed to provide comprehensive financial insights for construction projects and integrate budget tracking, cost forecasting, and financial risk assessment. The agent aims to deliver actionable intelligence and optimize project performance and profitability. A Market agent provides real-time insights into the construction industry landscape by integrating data from Industrial Info Resources, Engineering News Record, and Cosential CRM. This agent aims to identify market trends, project opportunities, and competitive positioning.

• Slides

Shannon Alexander | Barton Malow

Organizing Standard Work: Centralization & Accessibility
This session explores the importance of establishing a centralized repository for standard work documentation, ensuring seamless access to value stream maps, process maps, and work instructions. The discussion will address common challenges, such as employees struggling to find essential documents on SharePoint and a lack of understanding about the benefits of creating and centralizing standard work. Attendees will be invited to share insights and feedback on strategies to overcome these obstacles, fostering a more efficient and accessible knowledge-sharing environment.

• Slides