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Level 100
in Leadership Classes
Planning for Successful Outcomes
with Stephane McShane
Session 3 – This session will examine the value and positive impact of a well-planned project and explore the different types of plans that could be developed. Planning does not end when the project starts, and we will discuss how to lead planning from the beginning of the project all the way until the customer accepts the finished project.
Managing the Risk – Project Administration
with Stephane McShane
Session 4 –This is not the glory topic, but it may be the most important aspect of a project managers role when it comes to mitigating risk and protecting the company. We will review the pitfalls and lessons that every PM must be watching on their contract and tell a few stories to illustrate the importance of thorough contract administration.
Managing the Money – Project Financial Management
with Stephane McShane
Session 5 –Project managers need to understand basic financial information and should be able to connect the financial performance of their project to the performance of the business overall. In this session, we will explain the basics of Earned Value Management, job cost accounting and explain key concepts such as cash flow and profit. The project manager will gain deeper appreciation for the importance of actions that impact profitability, reporting and cash flow.
Enabling Success – Creating Alignment Between the Field and the Office
with Stephane McShane
Session 6 – For construction firms to thrive, synergy, teamwork and trust must exist between the office and the field. The proper deployment of defined processes and tools will facilitate this critical alignment. This collaboration must begin before mobilization and continue through project closeout. During this session, we will discuss the workflow that must exist in order to mitigate risk and maximize productivity. During this session, we will discuss why the processes of preconstruction planning, short interval planning, production tracking, daily project reports, exit strategy, and lessons learned are critical to the organization. We will also discuss what the benefits are for each member of the team, and how these processes can be properly implemented. Learning Objectives:
• Describe the information needed to effectively navigate preconstruction planning
• Learn the critical communication required in short interval planning
• Discuss the importance of accurate production tracking
• Identify the needed data transfer of a daily project report
• Outline the data collection required of the project team during closeout and lessons learned
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