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Workshop Description
Effective project
management is the key to successful installations and profitable
installation businesses. This boot camp will get you on the road to project
management mastery. You will learn how to define the role of project
management within an organization, what the phases of project management
are, how to plan, implement and close projects. You will understand how to
create a project binder, breakdown project management into procedures and
tasks, what forms and documents to use to control your projects, how to
manage the project budget and purchasing, and more.
Workshop Objectives:
-
Project Manager’s
Role
-
Project Lifecycle
-
Project Setup
-
Project Documentation
-
Sales Process Impacts
Project Management
-
Tools of Project
Management
-
Project Financial
Management
-
Contract Terms and Invoicing
-
Purchasing and Inventory
-
Job
Costing and Labor Reconciliation
-
Project Completion
Who Should Attend
Individuals responsible for managing installation projects of
all sizes looking to streamline operations, organize aspects of
the job more efficiently, and become masters at project
management. Company owners and managers will also benefit from
understanding the critical role project management plays in a
company and how it contributes to profitability.
Instructor
This workshop is designed by well-known industry veteran and
business expert, Helen Heneveld. With an MBA from the University of Michigan
and over 20 years of business ownership experience, she knows business. As a
successful founder of a nationally recognized custom installation company
and actively consulting with companies in the industry across the United
States, she understands what will make an installation company successful.
The workshop is led by a dynamic Bedrock Learning trainer and subject matter
expert, making this workshop a must for any installation business
owner/manager.
Workshop Outline
A. Project
Management Overview
●
Why
Project Documentation
●
Project
Documentation
●
Project
Manager’s Role
●
Benefits of Project Management
●
Problems in Project Management
B. Phases of
Residential Installation
●
Project
Overview
●
Project
Initiation
C. Project Set Up
●
Project
Installation Stages
●
Project
Flow
●
Project
Completion
●
Client
Follow-Up and Support
●
Project
Set Up
●
Project
Folders
●
Project
Information
●
Industry Symbols for Plans
●
Wire
Chart
●
Work
Order
●
Block
Diagram
●
Schematic
●
Floor
Plan
●
Cabinet
Layout
D. Installation
Stages
●
Stage
Work Flow
●
Change
Orders
●
Control
Checklists
●
Pre-Wire
●
Trim-Out
●
Installation
●
Final
Installation
●
Completion Tasks and Documentation
E. Sales Process
Impacts Project Management
●
Sales
Lays the Foundation
●
Establish Estimating Procedures
●
Worksheets
●
Proposals
F. Tools of Project
Management
●
Tools
Make Doing the Job Easy
●
Work In
Process Report
●
Scheduling Board
●
Products Source Matrix
●
Paperwork
●
The
Installer / Technician
G. Project
Financial Management
●
Purchasing
●
Inventory Management
●
Labor
Reconciliation
●
Job
Costing
●
Project
Audit
●
Successful Project Management
●
Communications Management
●
PM
Documentation
●
The
Last 2%
●
Handoff
Points
●
20
Secrets to Successful Project Management
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