Protect margin by managing the client, contract and project.

Fall Enrollment Now Open!

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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

Course Schedule & Curriculum Sneak Peek

The 10-session course meets on Tuesdays and Thursdays from 3:00-4:30 PM ET. Below is a quick session-by-session preview of the curriculum-click on each topic to view the session outline.

→ Intro & Overview | Sep 11

• Welcome
• Course Overview

→ Session 1 — Economics and Principles of Project Management | Sep 16

• Distributor 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 | Sep 18

• 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 | Sep 23

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

→ Session 4 — Planning the Project | Sep 25

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

→ Session 5 — Project Communications and Managing the Client | Sep 30

• Communications and documentation
• Client expectations and decision making

→ Session 6 — Managing the Contract | Oct 2

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

→ Session 7 — Managing the Project | Oct 7

• 5 key project aspects
• Leverage 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| Oct 9

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

→ Session 9 — Review and Reinforcement| Oct 14

• Review of key concepts

→ Session 10 — Using what You Learned| Oct 28

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

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.

Register Now