Winter 2025 Registration Now Open!

Program Overview

Through a series of 10 classes over the course of five weeks, the Project Management Training Program for EDmarket Member Dealer, Installers, and 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

Format

• Ten interactive sessions over five weeks.
• Easy and convenient to attend — log in from wherever there's Internet access — be it the office, home or job site.
• Valuable learning aids and professional tools, such as workbooks, handouts, forms, checklists, and more.
• Exercises and tests to reinforce learning.
• Individualized assistance as needed.

About the Instructors

David Solomon, Paul Holland, and Shelley Rosetta

Course Schedule & Curriculum Sneak Peek

The 10-session class will meet on Mondays and Wednesdays at 1:00 pm EST starting Wednesday, February 5th.

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

→ Session 0 — Feb 5: Welcome & Course Overview

• Welcome
• Course Overview

→ Session 1 — Feb 10: Economics and Principles of Project Management

• An understanding of economics
• 4 key causes of margin erosion
• Principles of project management
• Roles and responsibilities with the dealer
• 7 key project management concepts

→ Session 2 — Feb 12: Quote-to-Invoice Process

• An understanding of the quote-to-invoice process
• Project Manager's role and impact in the Sales Order Process
• Developing a service solution for the sale
• Best practices to prevent margin erosion
• Role of the Work Order Process in the dealership
• Importance and elements of the Work Order Process
• How the Work Order Process contributes to project success
• Best practices for efficiency

→ Session 3 — Feb 19: Installation Estimating

• Importance of installation estimating
• Key problems encountered
• Role of material handling and third parties
• Efficiency and effectiveness factors
• Solomon Coyle estimating process
• How to apply the Solomon Coyle estimating process
• Estimating rules of thumb

→ Session 4 — Feb 24: Planning the Project

• Key elements of a project plan
• Why analysis is the key to planning
• Documenting and communicating the plan to the client, team and third parties
• How a great project plan can result in higher profitability

→ Session 5 — Mar 3: Project Communications and Managing the Client

• Setting client expectations and decision making
• Importance/types of communication and documentation
• Documenting key decisions

→ Session 6 — Mar 5: Managing the Contract

• Managing the scope of work
• Critical elements to include in dealer Terms and Conditions
• Change order compensation

→ Session 7 — Mar 10: Managing the Project

• 5 key project aspects
• How to leverage the manufacturer’s capabilities
• Job close-out issues
• Managing corrective actions efficiently
• Punch list process

→ Session 8 — Mar 17: Project Management as a Profit Center: Selling Services

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

→ Session 9 — Mar 19: Review and Reinforcement

• Review of key concepts

→ Session 10 — Mar 31: Using what You Learned

• Applying principles learned

Certificate of Completion issued by SolomonCoyle, upon successful completion of final exam.

Registration and Onboarding

EDmarket Members Only: $1,500 (per individual)         Nonmembers: N/A

Registered participants will receive reference materials and onboarding instructions at least one to two weeks before class commencement.

Don't delay: Classes start Wednesday, February 5, 2025

Register Now