Full Course Package Includes the following: $299 USD Online Course Course Guide Project Management Forms CD

Course Description

This course teaches the skills necessary for any installation company to implement a successful project management system; from the sales process through design, installation and follow-up visits. Procedures, forms and documents to get organized and in control of projects and processes are shared and a Case Study demonstrates the use of these forms throughout all phases of a project. Designed for company owners, project managers and individuals involved in installation projects of all sizes, students learn how to streamline operations, increase efficiency and master project management. Sold only as a package, this course includes the online course, full-color printed Course Guide and the Project Management Standardized Forms CD with 70+ customizable Microsoft Word™, Excel™ and Visio™ files.

Informative text, detailed color flowcharts and diagrams make learning project management skills efficient and enjoyable. An engaging case study demonstrates the principle taught in the course with actual floor plans, worksheets, and project documentation. Special In-Depth articles provide deeper background and technical information on critical topics. Forms presented throughout the course help to set up a working project management process. An online glossary provides ready access to definitions of key terms.

The course is divided into sixteen training modules – each module ends with a quiz, and a comprehensive test at the end of the course allows students to demonstrate their new found knowledge of project management. After completion of this course students are prepared for hands-on practical application of the processes, procedures and forms explained in the course.

After completion of this course, students are prepared for hands on, product specific training in a training center or on a job site.

No previous project management experience is required, though an understanding of the industry is recommended (see the Introduction to Residential Technologies Online Course for more information). This course is for company owners, project managers and individuals involved in installation projects of all sizes and want to streamline operations, increase efficiency, and become masters at project management.

– Be able to explain an overview and benefits of project management and identify the phases, work flow, and tasks of a project

– Describe the processes and procedures of project management and be able to use forms and documents to control projects

– Implement tools to help manage and control a project from start to finish, including the budget, purchasing, change orders, and documentation

– Printed Course Guide – detailed, visual reference with all course content you’ll use for years to come

– Project Management Forms CD – Over 75 industry-proven and adaptable Project Management forms and other documents help you save time and money. ($149 value)

– Course Completion Certificate (upon successful completion of final test)

User ID/Password - Upon registration, students are emailed (within 24 hours) a unique user ID and password along with instructions for accessing the course. The Course Guide will be shipped on the first business day after an order is received.

Note: 6% sales tax added for Michigan residents

• Content
• Glossary
• Form

Course Outline -

1. Course Information

• System Requirements
• Navigating the Course
• Course Learning Objectives

2. Overview of Project Management

• The Digital Home
• Project Cycle
• Project Management Goals
• Project Managers Role

3. Benefits of a Project Management System

• Performance and Quality
• Deliver Project On Budget
• Deliver Project On Time

4. Tools of Project Management

• Accounting Folder Set-Up
• Project Folder Set-Up and Contents
• Scheduling
• Types of Documentation

5. Flow Charts

• Construction Process
• Sales and Project Set-Up Processes
• Project Work: Pre-Wire, Trim-Out and Final Installation
• Client Support

6. Administration Forms

• Project Management Meetings
• RMA Transmittals and Logs
• Client Concerns

7. Design Worksheets

• Design Worksheets
• Equipment Worksheets
• Lighting Control Worksheets
• Cable Schedule

8. Documentation Drawings

• Block Diagrams
• Schematics
• Cabinet and Design Layouts

9. Installation Support Documents

• Work and Change Orders
• Recommended Tools List
• Wire Use Chart
• Common RF Problems

10. Installation Work Organization

• Procedures
• Schedule board
• Project Recordkeeping
• Shop and Truck Organization

11. Sales Process

• Estimating Procedures
• Sales Process Worksheets
• Benefits and Challenges of Proposal Software

12. Case Study: Project Set-Up

• Steps in project Set-Up Phase
• Case Study Family Introduction
• Sample Accounting Folder
• Sample Project Folder
• Sample Documentation Forms

13. Case Study: Pre-Wire

• Pre-Wire Installation Documentation
• Site Walkthrough
• Pre-Wire Tasks

14. Case Study: Trim-Out

• Trim-Out Installation Documentation
• Trim-Out Tasks

15. Case Study: Final Installation

• Final Installation Documentation
• Completion Tasks

16. Client Support and Documentation

• Client Follow-Up and Review
• Project Closeout Checklist
• Maintenance Agreements

17. Financial Management

• Purchasing Procedures
• Labor Reconciliation and Job Costing
• Project Audit and Cost Analysis

18. Course Summary