Protect margin by managing the client, contract and project

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The Fall 2018 term is underway.

Review the curriculum guide at right or download our brochure to learn more about this unique professional development opportunity for Allsteel, Haworth, Herman Miller, Knoll and Steelcase dealer staff.

Fall enrollment opening soon
A new set of PM Training classes will start in mid-September for Allsteel, Haworth, Herman Miller, Knoll, and Steelcase dealers. Dates and times are posted in our Events section.

Send word through our Contact page to get on the mailing list for announcements about the Fall 2018 term.

Project Management TrainingINSTRUCTORS: SCOTT JAMISON, PAUL HOLLAND

Through a series of 10 interactive webinars, dealer staff members are guided through information, tools and best practices that will help your dealership avoid costly mistakes, reduce margin erosion, and sustain and deepen customer relationships. The class instructors are experts in furniture project management and industry leaders in project management training.

The Solomon Coyle Project Management Training program is a highly cost-effective way to help your entire project management team hone their ability to deliver smart project management solutions with higher quality, better accountability and greater value. Classes are available for staff at Allsteel, Haworth, Herman Miller, Knoll and Steelcase dealerships.

Attendance is easy: Participants log into the webinars from wherever they have Internet access and a phone. We supply session handouts and workbooks plus forms, checklists and other professional tools. Tests along the way plus a final exam provide feedback on the attendee’s understanding of the material. Solomon Coyle issues a certificate of completion to individuals who fulfill the program requirements.

Here’s a session-by-session look at the curriculum. Click topic to see session outlines.

Session 1 - Dealer Economics and Principles of Project Management
Session 1 - Dealer Economics and Principles of Project Management
  • Dealer economics and margin erosion
  • 4 key causes of margin erosion
  • Project manager (PM) roles and responsibilities
  • 7 key concepts
  • Best practices
Session 2 - Quote-to-Invoice Process
Session 2 - Quote-to-Invoice Process
  • Sales order process and the PM's role
  • Best practices to prevent margin erosion
  • Work order process overview
  • Best practices for efficiency
Session 3 - Installation Estimating
Session 3 - Installation Estimating
  • Installation importance and key issues
  • Efficiency and effectiveness factors
  • Solomon Coyle estimating process
  • Estimating rules of thumb
  • Estimating prototypes
Session 4 - Planning the Project
Session 4 - Planning the Project
  • Key elements of the project plan
  • End-to-end view of the project plan
Session 5 - Project Communications and Managing the Client
Session 5 - Project Communications and Managing the Client
  • Communications and documentation
  • Client expectations and decision making
Session 6 - Managing the Contract
Session 6 - Managing the Contract
  • Documenting key decisions
  • Managing the scope of work
  • Terms and conditions
  • Documenting change orders
Session 7 - Managing the Project
Session 7 - Managing the Project
  • 5 key project aspects
  • Leveraging the manufacturer's capabilities
  • Managing job close-out
  • Working effectively with subcontractors
  • Managing corrective actions efficiently
  • Punch list process
Session 8 - Project Management as a Profit Center: Selling Services
Session 8 - Project Management as a Profit Center: Selling Services
  • Project management value proposition
  • Determining project management services cost
  • Marketing project management services
Session 9 - Review and Reinforcement
Session 9 - Review and Reinforcement
  • Review of key concepts
Session 10 - Using What You Learned
Session 10 - Using What You Learned
  • Challenges and opportunities in the day-to-day application of project management concepts and best practices