Fall 2023 — Project Management Training


David founded SolomonCoyle in 2004 to help dealers and manufacturers while improving dealer operational performance. He addresses those challenges with a unique industry-wide perspective, business vision, extensive knowledge of best practices, and leadership in technology and process innovation.

The skill set he has honed during 42 years in the industry includes strategic planning, business process analysis, project management, change management, design, operations management, sales management, dealer economics, and technology implementation.

Prior to founding SolomonCoyle, David served in executive capacities for a national dealer association, several large contract furniture dealerships, and a manufacturer's project management organization. Earlier, he was a corporate facilities planner and an architectural interior designer.

David is a frequent guest speaker at industry events. He holds a B.S. in Business Administration and is a member of the Project Management Institute.

Through a series of 10 classes over the course of five weeks, the Project Management Training Program for EDmarket Member Dealer & Manufacturer Staff illustrates how costly mistakes can be avoided, margin erosion can be reduced, and client relationships can be sustained and deepened by applying a best-practice PM mindset.

Course content consists of interactive classes, including a wealth of support materials, and is a highly cost-effective way for Project Managers to better understand their role and learn practical ways to improve the dealership's processes and profitability, from project inception to completion.

Key Learning Objectives
  • Understand team roles and responsibilities
  • Create sound project plans and effectively manage the project, the client and the contract
  • Perform accurate installation estimating using the SolomonCoyle methodology
  • Reduce margin erosion throughout the project
  • Incorporate best practices for managing each aspect of the project effectively, from quote to invoice
  • Minimize cost overruns and improve on-time delivery through better project tracking
  • Maximize efficiency through better processes and technology usage
  • Communicate effectively with team members, subcontractors and clients
  • Increase client satisfaction and retention
  • Manage jobs to safeguard and even improve profitability
Curriculum Sneak Peek

Here's a session-by-session quick peek at the curriculum. Click topic to see session outlines.

  • Economics and margin erosion
  • 4 key causes of margin erosion
  • Project manager (PM) roles and responsibilities
  • 7 key concepts
  • Best practices

  • Sales order process and the PM's role
  • Best practices to prevent margin erosion
  • Work order process overview
  • Best practices for efficiency

  • Installation importance and key issues
  • Efficiency and effectiveness factors
  • SolomonCoyle estimating process
  • Estimating rules of thumb
  • Estimating prototypes

  • Key elements of the project plan
  • End-to-end view of the project plan

  • Communications and documentation
  • Client expectations and decision making

  • Documenting key decisions
  • Managing the scope of work
  • Terms and conditions
  • Documenting change orders

  • 5 key project aspects
  • Leveraging the manufacturer's capabilities
  • Managing job close-out
  • Working effectively with subcontractors
  • Managing corrective actions efficiently
  • Punch list process

  • Project management value proposition
  • Determining project management services cost
  • Marketing project management services

  • Review of key concepts

  • Challenges and opportunities in the day-to-day application of project management concepts and best practices
Course Schedule

This is a 5-week course that runs Tuesdays and Thursdays at 1:30 PM (ET) with orienation starting October 12th. Click full schedule to access class dates & times.

Class Capacity: Limited seats.

Registration Fee
EDmarket Member: $1,500 (per individual)         Nonmembers: N/A

This special PM training is exclusively for EDmarket members.

Course Enrollment

Grow your business sustainably. Protect the bottom line.

EDmarket has partnered with SolomonCoyle to offer a special education program developed just dealers and manufacturers who serve education markets or who manage business lines that include education customers.

Project Management Training
Course Includes
  • Synchronous and asynchronous learning delivered via Microsoft Teams for easy access.
  • 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.
  • Certificate of Completion issued by EDmarket to individuals who fulfill the program requirements.
Course Schedule
This is a 5-week course that runs Tuesdays and Thursdays at 1:30 PM (ET) starting October 12th. Click full schedule to access class dates & times.

Class Capacity: Limited seats.

Not Yet a Member?

Join today and register today for this course (exclusively for EDmarket members) before the class is filled.


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