space strategies 2016 - tradeline, inc.€¦ · space strategies 2016 ... genentech’s...

Space Strategies 2016 New Models and Metrics • Workspace • Utilization Collaboration • Strategic Plans • Financial Impacts

May 5-6, 2016The Renaissance Boston Waterfront

PLUS! Pre-conference course May 4th!• The Fundamentals of Space Planning and

Space Management

PLUS! Facility Site Tour May 4th!• EF Education First Building

Courtesy Ballinger; Hochlander Davis PhotographyCo

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his conference details the new space planning, management, and utilization strategies (metrics, processes, cost models, technologies, tools, and facility planning concepts) that are delivering big gains in the financial performance, productivity, and work cultures of

academic institutions, corporations, and government agencies.

This is the opportunity to benchmark your plans and network with industry peers to learn how the new space strategies and workspace models are being implemented and what results are being achieved in:

• Lower occupancy costs

• Accommodating growth without the need for physical expansion

• Transition to new workstyles: Activity-based workspace, unassigned workspace, and distributed work

• Balanced solutions for collaboration/personal work environments

• Improved change management for smooth transition to new workstyles

• Increased worker mobility and connectivity

• Highly effective collaborative and interactive environments

• Increased workplace productivity and employee engagement

• Improved space utilization, functionality, and flexibility

• More accurate utilization studies, metrics and analytical techniques

• Improved processes for space planning, allocation, and governance

• Higher quality and accessibility of space and occupancy data

PLUS! Tour the new 300,000-sf EF Education First building which is considered the largest entirely open-plan office in Massachusetts. It is an outstanding example of today’s modern, collaborative and connected workplace, designed to boost connectivity and collaboration among nearly 1,000 employees, and impress potential talent, with flexible workspace and no individual offices.

We look forward to seeing you in Boston in May.

Derek Westfall President Tradeline, Inc.

Steven L. Westfall, Ph.D. Founder and CEO Tradeline, Inc.

Who Should Attend? This conference is the annual industry meeting for:

• Facility Planners and Designers

• Operations Management

• Space Planners

• Facility Managers

• Resource and Space Analysis Management

• Financial Planners

• Real Estate Portfolio/Campus Management

• Architects, Engineers, and Interior Designers

• Consultants

• Software Providers

• Furniture and Casework Vendors

to benchmark best-in-class plans and programs, build on successes and lessons learned from others, and shape actionable new plans for their institutions.

“Thank you for the opportunity to participate in Tradeline. It was by all measures the best organized, managed and content rich conference I have ever attended.”Gregory A. Howell, P.E.Co-founder and Managing DirectorLean Construction Institute

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7:30 a.m.; Registration/Continental Breakfast 8:00 a.m. – 4:30 p.m. (a total of 6 hours of instruction)

Leaders:HKS, Inc. Kenneth DeBoer, AIA - Vice President/Science + Technology Dave McGlashan, RA - Vice President/Science + Technology

University of Texas Medical Branch Health Kim T. McKay, AIA - Assistant Vice President, Facilities Portfolio Management

Space is limited and enrollment is subject to approval.

What you will learn: This course provides an introductory-level primer on planning and management of physical space. The course includes basic space planning and management vocabulary and concepts, and details the fundamental policies, processes, practices, analytical tools, and database management concepts involved in developing and implementing a space management plan. The course concludes with case studies to illustrate the challenges and successes of space management.

Who should attend: This course is open to all facility planners and designers, operations management, space planners, facility managers, resource and space analysis management, financial planners, real estate portfolio/campus management, architects and engineers, consultants, and software, furniture and casework providers.

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Pre-Conference Course

Six (6) AIA Continuing Education Hours (CEHs) are available for this course. AIA

Cost for each course: $1,140 Fundamentals Course only

$1,000 with registration to the two-day conference May 5-6

(Fees include course materials, continental breakfast, refreshment breaks, and lunch)

Wednesday, May 4

The Fundamentals of Space Planning and Space Management

Courtesy of FM: Systems

Facility Site Tour

Wednesday, May 4th Site Tour: EF Education First Building Check-in at hotel tour desk at 1:15 p.m.; Departs hotel at 1:30 p.m.; Returns to hotel by 4:30 p.m.

The new 10-story, 300,000-sf EF Education First building is considered to be the largest entirely open-plan office in Massachusetts. It is an outstanding example of today’s modern, collaborative and connected workplace, designed to boost connectivity and collaboration among nearly 1,000 employees, and impress potential talent, with flexible workspace and no individual offices. The workplace is a shared community space and unique solutions were applied for storage, social gathering, lighting, environmental control, acoustics, transparency and daylighting, conference space, 250-seat bar and restaurant, gym, and a salon. AIA

IMPORTANT SITE TOUR NOTES:• YOU MUST SIGN UP IN ADVANCE (SEE REGISTRATION FORM) AND

HAVE WRITTEN CONFIRMATION FROM TRADELINE IN ORDER TO ATTEND THE TOUR.

• Site tour attendance is limited. Space on the site tours will be filled on a first-registered, first-served basis.

• No more than 5 people per organization will be confirmed on a tour.

• Failure to check-in at the tour desk in the lobby 15 mins. prior to departure time may result in your seat being forfeited to those on the stand-by list.

• All tour participants must arrive at the site on the tour bus with the tour group. For security reasons, no one may meet the group at the tour site.

• A $25 bus transportation fee will be charged to your registration fee. This fee is non-refundable for cancellations made within two weeks of the tour date.

Courtesy of Perkins+Will UK; © David Churchill

© Wilson Architects; Anton Grassl Esto Photography

Facility Site Tour

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Conference Participants

Conference Speakers• AFG Group, Inc.

• Ballinger

• brightspot strategy

• CFI

• Children’s Hospital of Philadelphia

• EYP Architecture & Engineering

• Flad Architects

• Francis Cauffman

• Genentech

• Harvard Center for Health and the

Global Environment

• Harvard School of Public Health

• HKS, Inc.

• HOK Consulting Group

• New York-Presbyterian Hospital

• NIH/NIAID

• PLASTARC

• Scott Blackwell Page Architects

• SP5 Programs

• Stantec

• SUNY Stony Brook Medical Center

• TD Bank

• The Children’s Hospital of Philadelphia

• University of Connecticut

• University of Minnesota

• University of Texas Medical

Branch Health

• Wilson Architects

• ZGF Architects LLP

Exhibitor • Waldner, Inc.

© Payette; Photo by Rachellynn Schoen

Wednesday, May 4Registration Sign-in/Continental Breakfast for Fundamentals Course 7:30 a.m. – 8:00 a.m.

* Fundamentals of Space Planning and Space Management 8:00 a.m. – 4:30 p.m.

* Facility Site Tour (must be pre-registered to attend) 1:30 p.m. – 4:30 p.m.

Hosted Dessert Reception; Registration Sign-In 7:00 p.m. – 8:30 p.m.

Thursday, May 5

Registration Sign-in/Continental Breakfast 8:00 a.m. – 8:30 a.m.

General Session 8:30 a.m. – 10:55 a.m.

Conference Overview

Speakers: HOK Consulting Group; Genentech, Inc.; Wilson Architects; NIAID/NIH

Concurrent Forum Sessions 11:10 a.m. – 12:05 p.m.

A. Workplace innovation process gets results: The right design for your organization’s work style

B. Getting all-stakeholder buy-in for space efficiency and improved resource utilization: It really is doable!

C. “Yes” to both: Balancing workspace solutions for focused and collaborative work

Hosted Luncheon 12:05 p.m.

Concurrent Forum Sessions 1:10 p.m. – 2:05 p.m.

D. Follow the money: Funding, space allocations, and the “where and why” of capital investment

E. IWMS integration with building information models pays dividends for space planning, safety, and customer satisfaction

F. + The “human age” for science missions: Collaborative research office strategies


G. The Health and Human Performance Index (HaPI): Correlating employee well-being with workplace performance

H. The business case for collaborative and connective environments

I. + Post-occupancy analysis of five science projects: What determines successful workspace “fit” or “fail”?

General Session 3:30 p.m. – 4:30 p.m.

Speakers: University of Minnesota; TD Bank

Hosted Reception (Guests Welcome) 4:30 p.m. – 5:30 p.m.

* Additional cost to attend + Presented at this time only.

Register Now! TradelineInc.com/Space2016

Register with payment by

April 1 and Save $200

Special Events and Features:

Hosted Pre-Conference ReceptionWednesday; May 4, 7:00 p.m. Irish Coffees and dessert. Attendees may sign in and pick up their conference materials at this time. Guests welcome.

Hosted ReceptionThursday; May 5, 4:30 p.m. – 5:30 p.m. Guests welcome.

Food and BeverageRegistered attendees will be provided with lunch and refreshment breaks on both meeting days.

A continental breakfast will be served on the first meeting day and a full breakfast will be served on the second meeting day.

Please Note The FollowingDress for this conference is business casual. It is our goal to maintain the temperature of the meeting rooms at an acceptable level for all attendees. However, for your maximum comfort we suggest that you plan to dress in layers.

Audio or video recording devices are not permitted at this conference.

Agenda at a Glance

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Agenda at a Glance

+ Presented at this time only.

Tradeline is a Registered Provider with The American Institute of Architects Continuing Education Systems. Credit earned on completion of this event will be reported to CES Records for AIA members by Tradeline. Certificates of Completion for non-AIA members are available upon request.

There are a maximum of 13 Continuing Education Hours (CEHs) available at this conference. Sessions marked with the AIA CES logo AIA have been registered with the AIA/CES Record.

Friday, May 6Hosted Breakfast 7:15 a.m. – 8:00 a.m.

Concurrent Sessions 8:05 a.m. – 9:00 a.m.

J. + Occupancy data shapes the new workspace: Leveraging location-based social media for space efficiency and productivity

K. + Prototypes, pop-ups, and pilots: Risk mitigation for space initiatives

General Session 9:15 a.m. – 10:10 a.m.

Speakers: SUNY Stony Brook Medical Center; Children’s Hospital of Philadelphia

Concurrent Forum Sessions 10:35 a.m. – 11:30 a.m.

B. Getting all-stakeholder buy-in for space efficiency and improved resource utilization: It really is doable!

G. The Health and Human Performance Index (HaPI): Correlating employee wellbeing with workplace performance

D. Follow the money: Funding, space allocations, and the “where and why” of capital investment

Concurrent Forum Sessions 11:45 a.m. – 12:40 p.m.

A. Workplace innovation process gets results: The right design for your organization’s work style

E. IWMS integration with building information models pays dividends for space planning, safety, and customer satisfaction

Hosted Luncheon 12:40 p.m.


C. “Yes” to both: Balancing workspace solutions for focused and collaborative work

H. The business case for collaborative and connective environments

General Session 2:55 p.m. – 3:40 p.m.

Town Hall Knowledge Roundup

Adjourn 3:40 p.m.

“You guys have set the bar very high. The quality of your speakers and the organization of your conferences are far superior to most other conferences I have attended.”Bob Cowan Director of FacilitiesFred Hutchinson Cancer Research Center

Courtesy of HKS

Thursday, May 5

The new era of work: Earmarks of successful workplace change initiativesHOK Consulting Group

Islay Civan, MSc, Ph.D.s, LEED AP O+M – Senior Associate, Research & Strategic Innovation Specialist

Today’s workplace innovators have experienced the highs and lows of pioneering change: Workforce productivity and efficiency improvements, capital and operating cost savings, improved flexibility, and failed implementations, workforce resistance, and publicity nightmares. What has been learned from these ventures that should chart the course for other organizations? Isilay Civan examines five must-have elements for successful workplace change initiatives, and the organizational resources, physical environment details, and expertise required to meet multiple stakeholder goals and avoid disaster. She profiles recent case studies from leading organizations and identifies valuable lessons learned and emerging best practices.

Genentech’s data-driven, human-based workplaceGenentech, Inc.

Katelin Haver – Planning Manager

An energized workforce, maximum use of technology, and better use of real estate resources: These are the drivers behind Genentech’s New Work Environment (NWE) program, an initiative scaled up in the company’s recently-opened 250,000-sf office building in the San Francisco Bay Area. Katelin Haver illustrates the work arrangement choices that NWE provides, improvements to work practices, and where the millions of dollars in operating cost savings are coming from. She delivers data and findings on space allocations, information technology, acoustics, focus and collaborative features, and more.

Post-occupancy findings on a 100% open work environment for 1,000+ employeesWilson Architects

Mark Allen, AIA, LEED AP – Principal

Findings from EF Education First’s 300,000-sf open-office work environment should inform decisions on new workspace configurations, collaboration and productivity features. In this post-occupancy report, Mark Allen examines the project goals, assumptions, and design solutions, including employee engagement processes and workspace etiquette policies. And he reveals findings on light, acoustics, visual connectivity, storage, workstation configurations and furniture decisions, group and individual work spaces, and accommodations for privacy. He examines unexpected positive and negative outcomes, and corrective measures taken to deliver on the high-productivity, high employee satisfaction promise.

NIAID’s workplace consolidation reflects changing mission requirements and space metricsNational Institute of Allergy and Infectious Diseases, National Institutes of Health

Judy Quasney, R.A. – Director, Office of Workplace Solutions

The way that NIAID’s workforce accomplishes their mission – and the space required to do it– is changing due to advances in scientific computing technology, paving the way for a work environment that is more consolidated, integrated, more collaborative than it has been in past generations. Judy Quasney illustrates how and why computational science is stratifying space types into open, modular, flexible-collaborative spaces, and centralized, highly specialized, multi-function shared resources; and how that benefits interdisciplinary missions. She charts the change in space planning metrics, sets out key details for success of each space type, and profiles the culture change process.

Alternative workspace strategy brings corporate space efficiency to academiaUniversity of Minnesota

Anika Carlsted – Space Planner Patricia Franklin – Director and Chief of Staff, Office of Human Resources

University of Minnesota’s Work+ pilot project illustrates what it takes to launch modern alternative-workspace initiatives in an academic setting, and reap the benefits of productivity, collaboration, flexibility, and space efficiency. Anika Carlsted and Patty Franklin set out the big changes in culture, technology, space, and support staff required to deliver improved employee efficiency, productivity, satisfaction, and collaboration in diverse, flexible, and adaptable space configurations. They identify key tools and training processes for transitioning people to the new way of working, and report findings on shared and quiet spaces, storage, furniture, and space/task alignment.

Three workplace transformation models, one common element for successTD Bank

Nelson X. Morales – Vice President, Workplace Strategy

With three workplace transformations under his belt at Novartis, GSK, and TD Bank, Nelson Morales reports on the common denominator for success: The “intangibles” of the workplace – why it’s so difficult to keep them in projects in the face of management and financial pressures, and how to surmount the obstacles. He examines project dynamics of each transformation and captures worker testimony on what makes spaces special, and how work environments facilitate community and empowerment. He ties the intangible factors back to the hard numbers project stakeholders and decision makers want, and highlights critical change management process steps.

Thursday and Friday, May 5-6

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Friday, May 6

Space utilization initiatives: Changing to an efficiency-based cultureSUNY Stony Brook Medical Center

Glen N. Itzkowitz, MA, MBA – Associate Dean, Research Facilities & Operations

If an analytical system for predictable, evidence-based space decisions seems culturally unattainable, track recent successes at Stony Brook Medicine to see how it can be done. Glen Itzkowitz sets out what it has taken to change course, marshall faculty and departmental resources, and launch a reliable data-driven space model with high ROI; and the data to collect, data capture methods, and findings to-date that will assist organizations undertaking similar initiatives. He outlines project team composition, occupancy data management, project prioritization, infrastructure investments, and the financial advantages of evidence-based space decision making.

Campus expansion: A catalyst for culture reinforcement and workspace reinventionChildren’s Hospital of Philadelphia

Doug E. Carney, AIA, LEED AP, MBA – Senior Vice President for Facilities, Real Estate and Capital Program

Elevating space use efficiency requires changing the way an organization thinks, talks about, and plans space and real estate – a conceptual shift involving both the strengthening of institutional culture and adapting to new workspace paradigms. Doug Carney illustrates how Children’s Hospital of Philadelphia is using a new expansion project as a catalyst for steering the organization’s space use practices toward a more inventive and flexible model that enables creative thinking and research-based work. He illustrates time, staff, and capital investments in a comprehensive Test of Change workspace mock-up and transition process to ensure success.

Town Hall Knowledge RoundupFacilitator: Tradeline, Inc.

Derek Westfall – President

This closing session is where key ideas, new developments, and findings that have been revealed over the course of the entire two-day conference (including sessions you may have missed) get clarified, expanded upon, and affirmed or debated. This is also the opportunity to get answers from industry leaders and the entire audience to specific questions on key and challenging issues.

Attend all of the General Sessions below.

Courtesy of Perkins + Will; © Tim Griffith

A. Workplace innovation process gets results: The right design for your organization’s work styleBallinger

Keith Mock, AIA – Principal Katherine Ahrens, LEED AP – Senior Associate, Interior Designer

The Children’s Hospital of Philadelphia

Doug E. Carney, AIA, LEED AP, MBA – Senior Vice President for Facilities, Real Estate and Capital Program

Missions, workforces and work practices are rapidly growing in sophistication and complexity. Before launching a new expansion, renovation, or workplace change initiative, take a fresh look at the how, when, and why of your organization’s work style and how leading institutions are realigning their space strategies. Session leaders profile implementation of a workplace innovation process at Children’s Hospital of Philadelphia to gather data, assess current work styles, engage users, launch a more progressive work environment for administrative and research groups, and transition them into it. They detail critical steps, and illustrate quantitative and qualitative improvements. AIA

Thursday 11:10 a.m. – 12:05 p.m. | Friday 11:45 a.m. – 12:40 p.m.

B. Getting all-stakeholder buy-in for space efficiency and improved resource utilization: It really is doable!ZGF Architects LLP

Karina Moya, AIA, LEED AP – Associate Tony Alfieri, AIA, LEED BD+C – Associate Partner

Scott Blackwell Page

Scott Blackwell Page – Academic Programming Consultant

University of Connecticut

Beverly D. Wood – Director of University Planning

To support program growth in the face of rising space costs, departmental battles for space are no longer compatible with the mission. Shared space and resources are the way forward, but all stakeholders must buy in – and that’s never going to happen, right? Wrong! Here you’ll see what University of Connecticut has done to reduce project complexity and scope by engaging all departments and benefactors, and reframing decisions on the basis of “needs vs. wants,” “enoughness,” and “real vs. imagined future needs.” Results: All departments benefit, collaboration is up, barriers are down, shared spaces increase, space efficiency improves, and costs reduced. AIA

Thursday 11:10 a.m. – 12:05 p.m. | Friday 10:35 a.m. – 11:30 a.m.

C. “Yes” to both: Balancing workspace solutions for focused and collaborative workFrancis Cauffman

John Campbell, AIA, RIBA, LEED AP – Principal Ann Hoffman, IIDA LEED AP – Director of Interior Design Services

The perceived collaboration and cost advantages of wide-open work environments are causing many C-Suite leaders to ask, “Is a 100% open office environment right for us?” As open-office early adopters can attest, some combination of focused and collaborative work environments is often the best answer for productivity, but navigating the matrix of physical, virtual, audible, and visual elements is the big challenge. Ann Hoffman and John Campbell illustrate how to factor work processes, physical and etiquette ramifications, and distraction mitigation into facility plans to ensure a match of space types with organizational processes, and what well-balanced, productive work environments look like. AIA

Thursday 11:10 a.m. – 12:05 p.m. | Friday 1:45 p.m. – 2:40 p.m.

D. Follow the money: Funding, space allocations, and the “where and why” of capital investmentStantec

Michael Reagan – Vice President Alex Wing – Principal

Population-based vs. funding-based space allocation metrics: What’s changing with regard to space allocation policies in response to today’s financial pressures and funding opportunities? Michael Reagan and Alex Wing examine how big funding changes like the American Recovery and Reinvestment Act (ARRA) and volatility in grant and benefactor support have affected space allocation policies, and the dangers of tilting policies too heavily in favor of funded activities. They combine data from national surveys with case study findings from research organizations, and set out a model for optimizing space use without inhibiting funded activities or undermining governance of institutional resources. AIA

Thursday 1:10 p.m. – 2:05 p.m. | Friday 10:35 a.m. – 11:30 a.m.

Thursday and Friday, May 5-6

AIA Sessions qualify for AIA credit.

Courtesy of Archibus

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E. IWMS integration with building information models pays dividends for space planning, safety, and customer satisfactionCFI

Mayu Roy – Managing Director, Strategic Consulting

New York-Presbyterian Hospital

Matthias Ebinger – Director

A pilot program at New York-Presbyterian Hospital to connect Integrated Workplace Management Systems (IWMS) with building information models (BIM) is improving space utilization, data precision, standardization, and boosting return on investment for capital investments, with additional payoffs in reduced risk and increased patient satisfaction. In this session, Mayu Roy and Matthias Ebinger scope out the impact of mobile technology for managing all life safety assets, and they detail a fully-automated closed-loop system for reliable asset inventory, and an open-to-close deficiency tracking process. They examine pilot program lessons learned and successes, reveal business drivers and decision making, and profile target outcomes. AIA

Thursday 1:10 p.m. – 2:05 p.m. | Friday 11:45 a.m. – 12:40 p.m.

F. The “human age” for science missions: Collaborative research office strategiesAFG Group, Inc.

Michael H. O’Connor, PE – President

National Institute of Allergy and Infectious Diseases, National Institutes of Health

Judy Quasney, R.A. – Director, Office of Workplace Solutions

This session illustrates the large-scale impacts that technology innovations have on how and where researchers work, productive space allocations and adjacencies, and new science facility planning requirements. Session leaders profile the newly consolidated research facility for NIH’s National Institute of Allergy and Infectious Diseases – a science facility that’s largely open, collaborative office space reflecting the rise in computational science. They examine what’s changed in research work styles, and the use of scientific “resiliency” features for rapid change including repurposed assets; modular, prefabricated products; and they illustrate new office layout strategies and policies. AIA

Thursday 1:10 p.m. – 2:05 p.m.

G. The Health and Human Performance Index (HaPI): Correlating employee wellbeing with workplace performanceEYP Architecture & Engineering

Leigh Stringer – Workplace Strategy Specialist

Harvard School of Public Health

Eileen McNally, RN,C., MS, Ph.D. – Co-Director, Sustainability and Health Initiative for NetPositive Enterprise (SHINE) Instructor, Environmental and Occupational Med. and Epidemiology

Harvard Center for Health and the Global Environment

Joseph Allen, DSc, MPH, CIH – Asst. Professor of Exposure Assessment Sci. and Dir., Healthy Buildings Program

Health Performance Indicators (HPIs) are now being used to assess negative and positive impacts of the workspace on the health, productivity and wellbeing of occupants, with big implications for the built environment. Session leaders illustrate Harvard’s development of a Health and Human Performance Index (HaPI) which correlates workspace design features with employee wellbeing, performance, and organizational culture. They examine how to more accurately measure workplace performance, ways to harness the data, and how findings can support employee and organizational health. AIA

Thursday 2:20 p.m. – 3:15 p.m. | Friday 10:35 a.m. – 11:30 a.m.

H. The business case for collaborative and connective environmentsFlad Architects

Javier Garay – Principal Randy Schmitgen, IIDA, LEED AP – Director of Interiors Marc Walker, AIA, LEED AP BD+C – Project Architect

The power of collaboration in the workplace is being pursued by most organizations worldwide, yet the associated costs and specific collaboration-enabling features remain unclear. Session leaders distill from case studies of successful collaborative workplace initiatives the real costs of collaborative workplaces, and benchmarking data to support business cases for collaborative environments. They examine alternative spatial solutions, models, and features that maximize collaboration for a variety of work styles and work cultures. They scope out innovative processes and tools to develop interaction plans and improved facility flows within academic research, general office, and advanced manufacturing organizations. AIA

Thursday 2:20 p.m. – 3:15 p.m. | Friday 1:45 p.m. – 2:40 p.m.

Forum Sessions

I. Post-occupancy analysis of five science projects: What determines successful workspace “fit” or “fail”?SP5 Programs

Scott Blackwell Page – Principal

The problems of scarce capital and limited space are at the root of today’s frugal architecture trend – customized solutions promising to serve multiple stakeholders through flexibility, efficiency, and sharing: The bespoke workplace. But still we see repeated failures of the project planning process resulting in space ill-fitted for the mission, and unhappy, unproductive workers. Scott Blackwell Page answers the question, “What went wrong?” as it relates to missteps in organizational data assessment and application, and what needs to happen to avoid negative outcomes in modern educational initiatives. He identifies lessons learned and best practices from five scientific educational projects. AIA

Thursday 2:20 p.m. – 3:25 p.m.

J. Occupancy data shapes the new workspace: Leveraging location-based social media for space efficiency and productivityPLASTARC

Melissa Marsh, Assoc. AIA – Founder & CEO

Real-time occupancy data and user feedback is a game changer for organizations looking to identify workspace utilization patterns, improve efficiency and flexibility, and lower occupancy cost – and the enabling technology has finally arrived. Melissa Marsh illustrates how cutting-edge organizations, operators, and occupiers are tapping location-based social media data and connecting it to the built environment by partnering with CAFM providers, personalizing off-the-shelf solutions, and developing customized social platforms for facilities services. She reports on user experience testing in pilot environments; peer-to-peer best practice sharing; tools for decision-making during times of change; and the resulting workplace design decisions. AIA

Friday 8:05 a.m. – 9:00 a.m.

Forum Sessions (continued)

AIA Sessions qualify for AIA credit.

Courtesy of Perkins+Will; © David Churchill

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Register at www.TradelineInc.com/Space2016

K. Prototypes, pop-ups, and pilots: Risk mitigation for space initiativesbrightspot strategy

Elliot Felix – Founder

Change is hard, innovation is risky, and space is costly and time-consuming to update or create; your workspace plans can’t afford to miss the mark! Elliot Felix illustrates how to effectively use prototypes, pop-ups, and pilots to take your organization to the next step, and create truly innovative spaces that meet space needs today – not years after you hear about them. He sets out a participatory process structure to enable organizational change, outlines processes for launching and operating experimental initiatives, and demonstrates how to evaluate them to make the case for change and get skeptics on board. AIA

Friday 8:05 a.m. – 9:00 a.m.

“The entire conference way surpassed my expectations. It is very easy to see why veteran attendees rave about the value of Tradeline conferences.”- Nicholas Benson, MD, MBA, Vice Dean, Brody School of Medicine and Medical Director, East Carolina University Physicians

Courtesy of Perkins+Will UK; © David Churchill

Registration and Accommodations

Registration:Conference Registration Fees*Registration fees with payment by 4/1/16 $1,790 for single registration $1,640 each for groups of 2 or more

Registration fees after 4/1/16 $1,990 for single registration $1,840 each for groups of 2 or more

Registration fee includes: All general sessions, selection of forums, a dessert reception, two lunches, one breakfast, a wine and hors d’oeuvres reception, refreshments, and a conference workbook guide. Presentations will be made available for download to attendees.

Team Discounts! For groups of 5 or more, please call Tradeline for additional discounts available.

Pre-Conference TrainingFundamentals of Space Planning and Space Management

$1,140 Stand-alone course $1,000 with full conference participation

Facility Site Tour$25 Transportation Fee

Registration InformationMake checks payable to: TRADELINE, INC. Federal Tax I.D. #95-297-2863

Policy on Cancellations, Changes and Refunds All cancellations and changes to registrations must be received by Tradeline, Inc. in writing.

You may make substitutions at any time; please notify us as soon as possible.

Full refunds will be given for cancellations received in writing 14 days or more prior to the event. A $250 service fee will be charged for cancellations received between 14 and 6 days prior. No refunds will be given for cancellations received within 5 days of the event.

Hotel and Travel Information:Room ReservationsTradeline has reserved a block of sleeping rooms for this event at The Renaissance Boston Waterfront Hotel. For registrations received by April 8, 2016 Tradeline will handle and confirm room reservations [based on availability] according to your instructions on the registration form.

After April 8th please call Tradeline for room availability.

Changes: All room reservations and changes must originate through Tradeline, Inc. to obtain the special rate. If you contact the hotel directly, you may be informed that they are sold out, or you may be charged a higher rate.

Room RateThe discounted room rate for this event is $309/night, single or double occupancy.

A limited number of rooms are available at the government per diem rate for U.S. Federal Government employees.

This is a non-smoking hotel.

Room PaymentTradeline does not accept payment for room reservations. Hotel charges are paid to the hotel directly upon checkout.

Travel InformationAirport-to-Hotel Transportation

The Renaissance Boston Waterfront Hotel is 3 miles from Boston Logan International Airport. City taxis or shuttles are readily available from all airport terminals.

The conference will be held at:

Renaissance Boston Waterfront Hotel606 Congress St. Boston, MA 02210

OnlineTradelineInc.com/Space2016

Fax925.254.1093 From outside the U.S. 1.925.254.1093

MailTradeline, Inc. 115 Orinda Way Orinda, CA 94563, USA

QuestionsCall 925.254.1744 ext. 112 From outside the U.S. 1.925.254.1744 ext. 112

How to Register:

Register Now!



* International Attendee DiscountA $250 discount will be applied to the 2-day full conference registration fee for non-U.S. residents traveling from outside of the U.S.

TradelineInc.com/Space2016

Registration and Accommodations Registration Form

1. Please Type or Print Clearly (or register online at www.TradelineInc.com/Space2016)

• Conference registration is not complete until confirmed by Tradeline, Inc. • Please confirm airline reservations only after confirmation of registration. • Only one registrant per form.

Name ____________________________________ First Name for name badge _______________ Title/Position __________________________________________________________________Institution _____________________________________________________________________Address _________________________________________________M/S __________________City___________________________________ State ___________ Zip Code ______________Country _________________________ Phone _________________ Fax __________________Attendee Contact Email ___________________________________________________________

Alternate Contact Email ___________________________________________________________

2. Register with payment before April 1 and Save $200! Payment by 4/1/16* Full price* Single Registration ❑ $1,790 ❑ $1,990 Team Registration Discount** ❑ $1,640/Attendee ❑ $1,840/Attendee

**Name of other team registrant(s) ___________________________________________________

3. Conference Add-Ons:Wednesday, May 4 Fundamentals of Space Planning and Space Management

❑ $1,140 ❑ $1,000 with registration to the full 2 day conference May 5-6

❑ $25 Site Tour: EF Education First Building

4. Select a Method of PaymentTo receive early discount, payment must accompany registration. Payment or P.O. # must be received by conference date in order to attend.❑ Visa ❑ Mastercard ❑ AmEx Name on Card _________________________________Card # _____________________________________ Exp. Date_________ Security Code _______Billing Address: _________________________________________________(If different from above)❑ CHECK: Make payable to TRADELINE, INC. Check # _____________________________________ ❑ INSTITUTIONAL P.O. number (not eligible for early discount) ________________________________

5. Hotel ReservationsPlease do not call the hotel directly. The special room rate below is available at The Renaissance Boston Waterfront through Tradeline only.

❑ Yes, please reserve a room for me. Arrival Date: ____________Departure Date: _______________❑ Single occupancy ($309/night +14.45% room tax) ❑ Double occupancy ($309/night +14.45% room tax)

❑ Government rate ($247/night at press time) – A limited number of rooms are available for U.S. Federal Government employees.

Special Requests***: _____________________________________________________________

❑ No, I will not require a hotel reservation.

*International Attendee Discount: A $250 discount will be applied to the 2-day full conference registration fee for non-U.S. residents traveling from outside of the U.S.

**Team Discount pricing above applies to groups of 2 or more. For teams of 5 or more please call Tradeline for additional discount availability.

***All requests will be honored based upon availability at hotel upon time of arrival. Tradeline will inform the hotel of your preferences but cannot guarantee any special requests.

All room reservations are guaranteed. For changes or cancellations, please notify Tradeline at least 72 hours prior to your scheduled arrival. No-shows and cancellations within 72 hours of arrival are subject to a charge equal to one night’s stay.

Policy on Cancellations, Changes and Refunds: All cancellations and changes to registrations must be received by Tradeline, Inc. in writing. You may make substitutions at any time; please notify us as soon as possible. Full refunds given for cancellations received 14 days or more prior to the event. A $250 service fee will be charged for cancellations received between 14 and 6 days prior. No refunds will be given within 5 days of the event.

Space Strategies 2016 ~ Renaissance Boston Waterfront Hotel May 5-6, 2016 ~ Boston, MA

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Fax925.254.1093 From outside the U.S. 1.925.254.1093

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College and University Science and Engineering Facilities 2016

SPRING April 4-5 – Scottsdale, Arizona www.TradelineInc.com/CUSEF2016-SPRING

PLUS! special pre-conference course April 3rd!

• Fundamentals of Planning and Design of Modern Labs and Lab MEP Systems

Research Facilities 2016 May 2-3 – Boston, Massachusetts www.TradelineInc.com/Research2016

PLUS! special pre-conference course May 1st!


Space Strategies 2016 May 5-6 – Boston, Massachusetts www.TradelineInc.com/Space2016

PLUS! special pre-conference course May 4th!

• Fundamentals of Space Planning and Space Management

Facility Strategies for Animal Research and BiocontainmentOctober 17-18 – Scottsdale, Arizona www.TradelineInc.com/Animal2016

PLUS! special pre-conference course October 16th!

• Fundamentals of Planning and Design of Animal Research and Biocontainment Labs

Facility Strategies for Academic Medicine and the Health SciencesOctober 20-21 – Scottsdale, Arizona www.TradelineInc.com/AMHSC2016


• Fundamentals of Space Planning and Space Management for Academic Medical and Health Science Centers

College and University Science and Engineering Facilities 2016 FALL

October 27-28 – Boston, Massachusetts www.TradelineInc.com/CUSEF2016-FALL



2016 CONFERENCES




Questions?Call 925.254.1744

Tradeline, Inc. 115 Orinda Way | Orinda, CA 94563

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