MEGAPROJECTS: Shaping the Research Agenda Symposium Record Location: EURAM 2013, Istanbul Congress Center Date: 27th June 2013 Participants and Guests: Naomi Brookes, University of Leeds, (Chair) Lynn Crawford, Institute for the Study of Coherence and Emergence Therese Eriksson, Chalmers University, Anna Kadefors, Chalmers University, Paul Littau, University of Seigen Stephen de Schepper, University of Brussels Amrik Sohal, Monash University, (Invited Speaker) Candida Vieira Karhausen, Aston University, (Facilitator) Terry Williams, University of Hull, (Invited Speaker) Graham Winch, Manchester Business School Ofer Zwikael, The Australian National University Yaser Hawas, United Arab Emirates University Her Highness Dr. Moza T. Al Nahyan Introduction This document acts as a record for the MEGAPROJECTS: Shaping the Research Agenda Symposium held on 27th June 2013 as part of the EURAM 2013 conference. The aim of the symposium was to highlight the current experience of researchers grappling with the issues of megaprojects design and delivery and to use the expertise of the EURAM attendees to guide future efforts in this highly societally impactive field. This document first captures the main points given in the introduction to the Symposium by Professor Naomi Brookes. It then summarizes the contributions of the invited speakers, Professor Terry Williams and Professor Amrik Sohal. It concludes by delineating the ensuing discussions that were stimulated by the following questions posed to the symposium: Do we need new theory for megaprojects? What would your version of a megaproject research agenda look like? Megaprojects and their relationship to existing project management theory Professor Naomi Brookes drew attention to the wide range of projects that are encompassed by the terminology ‘megaprojects’ including powerplant megaprojects (conventional, nuclear and renewable), transport megaprojects (associated with travel by sea, road train and air) and even cultural megaprojects such as the Olympics. Although, conventionally, megaprojects can be characterised as any project of over $1billion in value, Naomi drew upon Merrows’ definition of a megaproject that described this construct as a project that can, by its size and character, disrupt or change its own project environment. She drew attention to the work of the MEGAPROJECT COST Action in supporting research in this area and its ability to fund short-term scientific missions that further the megaproject research agenda. Naomi illustrated the disparate nature of current theory that has been used to interpret megaproject phenomena and juxtaposed this with the differences as encapsulated by Frick’s 5C’s (colossal, captivating, costly, contested and complex) between projects and megaprojects. Complexity in Megaprojects (Presentation contained in Annex A) Professor Terry Williams provided a review of his work on complexity and its implications for megaproject research. Terry’s premise was rooted in the complex causal chains that are in evidence in complex projects such as megaprojects. He argued that feedback loops in these causal chains leads to emergent, unpredictable and ‘vicious’ cycles of poor megaproject performance. The contributing socio-political complexity in evidence in megaprojects exacerbate these cycles even further. Terry proposed that the emergent phenomenon of poor performance and its relationship to areas that traditionally lie outside concerns of formal project management means that new theory is required to design and deliver megaprojects effectively. Decision Making and Stakeholders of Mega Infrastructure Projects (Presentation contained in Annex B) Professor Amrik Sohal used the experience of the Dubai-Fujairah Highway (a road megaproject in the United Arab Emirates) to explore the utility of a stakeholder perspective when understanding megaproject performance. Using Mitchell’s framework of stakeholder power, legitimacy and urgency, Amrik described how the failure effectively to acknowledge or coordinate the influence of stakeholders led to a budget overrun of over 300% and a completion time of over a decade for the megaproject. He argued that stakeholder theory should play a much greater role in understanding the performance phenomena of megaprojects. The Need for New Theory in Megaproject Research Following the two presentations by the invited speakers, the Symposium attendees discussed the need for new theory in megaproject research. It was the strong feeling of the Symposium that completely new theory was not required but that the use of a wider range of management theories to understand megaprojects would be useful and desirable. The following points were made by attendees: A great deal of ‘old’ organizational theory, especially the work of the Carnegie School and Williamson ideas on Transaction Cost Economics, could still be effectively employed in researching megaprojects. Therefore the task is to collate the most appropriate melange of theories. The willingness to tackle the holistic complexity of megaprojects demanded a deal of theoretic ‘bravery.’ The selection of which theory to use in the context of megaprojects (a form of metatheoretic framework) was a substantive activity in its own right. No specific exemplar of undertaking a similar ‘meta-theoretic’ activity in other areas of management research could be identified by the Symposium attendees. There is a marked tendency for researchers to work with a theoretical ‘silo’ (predicated upon their background and preferences) and a reluctance to pursue cross-theoretic work even though this may be very amenable to understanding the complex nature of megaproject phenomena. A body of empirics needs to be developed in conjunction with and in parallel to theoretical insights to provide a ‘testing ground’ for the latter’s propositions A degree of caution needs to be employed when considering megaproject theory: what is megaproject theory needed for? Developing A Megaproject Research Agenda Having identified an approach to using theory in megaproject research, the Symposium attendees went on to shape their approach to developing a megaproject research agenda. Attendees not only considered ‘what‘ a megaproject research agenda would comprise but also how its outcomes would be articulated. Attendees emphasised the need for megaproject research to deliver understanding that can be used by megaproject decision-makers. Attendees highlighted that a megaproject research agenda should consider the following issues: The longevity of megaprojects belies any characterisation of a megaproject as a temporary phenomenon which sits uneasily with certain current conceptualisations of project management as a temporary endeavour. The difficulty in articulating the benefits of megaprojects (not least because of their emergent, diverse and unpredictable nature) The need to synthesise models of megaprojects without over simplification The acknowledgement of the highly political landscape both within and in the environment of megaprojects. The relationship between megaproject theory and empirical megaproject ‘reality’ Naomi Brookes July 2013 Acknowledgements The Symposium Chair gratefully acknowledges the support of the ESF COST Action MEGAPROJECT TU1003.