Fall 2023 — Project Management Training

Instructor: David Solomon

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.

Session 1 - Economics and Principles of Project Management

• 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

• 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

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

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

• Communications and documentation
• Client expectations and decision making

Session 6 - Managing the Contract

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

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

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

Session 9 - Review and Reinforcement

• Review of key concepts

Session 10 - Using what You Learned

• 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.

View full schedule

Registration Fee

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

This special PM training is exclusively for EDmarket members.

Course Enrollment

Course Registration