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Level 100
in Leadership Classes
Electrical Estimating Basics
with Stephane McShane

Session 7 – Estimating is the first line of defense in the worry of landing a losing project. During this session, we will focus on the basics of estimating; such as plan reading, review of specifications, quantity takeoffs, labor production units, material pricing, and quantifying of overhead. This is an entry level course to give you the organizational skills and tools necessary to ensure that your bid is comprehensive in order to minimize the risk of landing that “one bad job.” This session will focus on the requirements of preparing a comprehensive Request for Proposal document including typical requirements such as non-collusion affidavits, bonds, subcontractor listings, and bid breakdowns. We will also discuss best practices in submitting private work proposals and the presentation skills needed to increase your opportunity of landing the projectProject Scheduling – The Powerful Tool for Project Management
Project scheduling – the powerful tool for project management
with Stephane McShane

Session 8
The schedule in a project is the cornerstone for planning. The schedule shared from the general contractor to the subcontractor may or may not be accurate. We will discuss the need and detail necessary to analyze the bid schedule, contract schedule, updated schedule, and the look ahead schedule. We will also discuss the powerful usage of an internal project schedule in order to have real time status on any deliverable necessary to drive planning and execution. During this session, we will:
- Discuss the components and accuracy of a bid schedule
- Outline how to evaluate the differences between the different types of schedules used in our industry
- Describe the use of schedule analysis for change order management and management of the general contractor/owner
- List the components of an internal project schedule and its value
Material Procurement Strategies – Creating Alignment from Start to Finish
with Stephane McShane

Session 9 – The second greatest risk for electrical contractors is the ability to positively affect the supply chain for materials. In this session, we will discuss concepts behind effective material planning strategies, enterprise level purchasing methodologies, and managing the service levels of our material vendors. Attendees include field leaders, project administrators, project engineers, project managers, project executives, group/branch executives, financial managers, owners. Learning Objectives:
How to properly leverage preconstruction planning to drive a proactive purchasing strategy
How to align risk management between labor and material in order to produce valuable project insight
Vendor partnership agreement and vendor managed inventory structures and their proper deployment
Creating a Structured Approach to Change Orders
with Stephane McShane

Session 10 – This is the change order management description Effective change order management can dramatically reduce a subcontractor’s risk and increase profitability. This four-hour interactive course explores the change order process from a subcontractor’s viewpoint and provides participants with hands on training in recognizing, scoping, pricing, and negotiating change orders. This course culminates in a mock negotiation where participants can immediately practice the skills that they have learned. Learning Objectives:
• How to properly notify owners and general contractors of changed conditions to reserve your rights
• How to scope, price and sell a change order
• Negotiation strategies to maximize outcomes
Customer Relationship Management for All Levels
with Stephane McShane

Session 11 – Construction is a service industry and how we treat our customers impacts the success of the project and business. This session will drive home the importance of developing great customer relationships and how to navigate dissatisfaction when it occurs. We will explore the one question that needs to be asked to ensure your customers are happy and how to keep them coming back for years.
Review, Goal Setting, Action Planning, and Graduation
with Stephane McShane

Session 12 – At the conclusion of the program, we will provide participants with the opportunity to set goals and develop personalized action plans for their development. The purpose of this session is two-fold. We are seeking to help participants make the learning stick by defining and committing to make changes when they return to the office. Secondly, we strive to encourage goal setting behavior by teaching how to set goals and develop plans to achieve those goals.