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1 George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOL Hardhat BIZGROUP Presentations www.HardhatBIZSCHOOL.com [email protected] How To Lead, Manage, Supervise & Coach A Winning Team! - For Owners, Managers, Supervisors & Foremen Presented By: George Hedley CSP CPBC Certified Speaking Professional Certified Professional Business Coach George Hedley founded & built his commercial construction company from $0 to $50 million dollars in 7 years! As recognition, Venture magazine and Ernst & Young named George the construction “Entrepreneur of the Year.” Mr. Hedley’s expertise is based on his experience owning, leading and managing a profitable construction & real estate development company. He has served as President of 3 industry trade associations and is the author of “The BIZ-Builder Blueprint Action Plan”; “On-Purpose…On-Target!”; Get Your Business To Work!” and his latest book Get Your Construction Business To Always Make A Profit!” George owns HARDHAT Presentations and presents speeches, seminars and workshops to companies and associations. He is available to speak at your organization. His BIZ-Building Programs include topics on: Building Sales, Profits, Leaders, Field Productivity, Estimating and Getting Your Business To Work! George was recently named “Coach Of The Year” by the Professional Business Coaches Alliance. George’s Hardhat BIZCOACH program is a step by step system to help you and your company get organized, achieve results, grow and profit. You are invited to attend his 2 day BIZ-BUILDER Boot Camp or become a member of an ongoing executive mastermind peer BIZGROUP that meets regularly with other construction BIZ owners. He is also available to facilitate your management team Strategic Planning retreat or serve on your Board. George’s business is built on referrals from people like you. To receive more information, give a referral, learn how he can help your company, or sign up for his free monthly management e-newsletter, email or visit his website. Workbook For All 9 Modules
Transcript
Page 1: Workbook For All 9 Modules - Hardhat BIZSCHOOLhardhatbizschool.com/wp-content/uploads/2019/04/LeadManageSup… · His BIZ-Building Programs include topics on: Building Sales, Profits,

1

George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

Presented By:

George Hedley CSP CPBCCertified Speaking ProfessionalCertified Professional Business Coach

George Hedley founded & built his commercial construction company from $0 to $50 million dollars in 7 years! As recognition, Venture magazine and Ernst & Young named George the construction “Entrepreneur of the Year.”

Mr. Hedley’s expertise is based on his experience owning, leading and managing a profitable construction & real estate development company. He has served as President of 3 industry trade associations and is theauthor of “The BIZ-Builder Blueprint Action Plan”; “On-Purpose…On-Target!”;“Get Your Business To Work!” and his latest book“Get Your Construction Business To Always Make A Profit!”

George owns HARDHAT Presentations and presents speeches, seminars and workshops to companies and associations. He is available to speak at your organization. His BIZ-Building Programs include topics on: Building Sales, Profits, Leaders, Field Productivity, Estimating and Getting Your Business To Work!

George was recently named “Coach Of The Year” by the Professional Business Coaches Alliance. George’s Hardhat BIZCOACH program is a step by step system to help you and your company get organized, achieve results, grow and profit. You are invited to attend his 2 day BIZ-BUILDER Boot Camp or become a member of an ongoing executive mastermind peer BIZGROUP that meets regularly with other construction BIZ owners. He is also available to facilitate your management team Strategic Planning retreat or serve on your Board.

George’s business is built on referrals from people like you. To receive more information, give a referral, learn how he can help your company, or sign up for his free monthly management e-newsletter, email or visit his website.

Workbook For All 9 Modules

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2

George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

9 Modules:

1. Lead A Winning Team!

2. Influence Players To Win!

3. People Are Different!

4. Develop Winning Players!

5. Winning Team Structure!

6. Winning Management!

7. Delegate & Manage Monkeys!

8. Set Winning Targets & Goals!

9. Bonus - Winning Construction BIZ Strategies!

10. Bonus Reference Materials

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3

George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

You have lots of money invested in people, systems, equipment, facilities and customers. Are you getting the maximum return you should? Without an experienced mentor,professional advisor and winning business coach, decisions are nearly impossible to makealone. Working harder and doing more of what you’ve always done won’t get you movingtowards achieving your goals. George can help you build a ‘BEST IN CLASS BIZ!’

GEORGE HEDLEY CPBC CSPCertified Professional Business CoachCertified Speaking Professional

Construction BIZCOACH

Construction BIZ Owner Mastermind Peer BIZGROUP

o BIZ-BUILDER BOOT CAMP - 2 ½ Day Action Plan Workshops Held 3 Times Per Year

o BIZ-BUILDER BOLD MENTORSHIP Program - Annual Program

o BIZCOACH Phone Sessions with George Hedley - 6 To 12 Month Commitment

o BIZ-BUILDER BLUEPRINT Action Plan Sessions - 1 to 3 Day Meetings With George

BIZ-Owner Strategy Sessions

Management Team Builder Annual Program

BIZ-SYSTEMS, BIZ-ORG STRUCTURE & BIZ-PROFIT Plans

Strategic BIZ-Planning Retreat Facilitator

o Construction Business Owner Hardhat BIZGROUP Mastermind

o Professional Speaker & Workshops - Company Meetings & Association Conventions

George Hedley CPBC CSP- Certified Professional Business Coach- Certified Speaking Professional- USA Business Coach Of The Year - Founder of $50 Million Construction Co.- Top Construction Professional Speaker- Construction Business Building Expert- Strategic Planning Facilitator- Author of “Get Your Construction BIZ

To Always Make A Profit!”

You Can’t Build A Winning BIZ Without A Winning COACH!

For a small investment versus the big financial risk you take everyday, you can get ongoing personal coaching, advice, consulting and mentorship from the top construction BIZCOACH in the USA. George will help you make winning BOLDmanagement decisions, make more money, build an accountable management team, focus customer sales efforts, price work properly, improve field productivity, draft a winning strategic BIZ-BUILDER BLUEPRINT Action Plan and build wealth.

What Winning Plays Do You Need To Call?1. How Can I Get My Company To Work For Me?2. What Systems, Standards & Structure Do We Need?3. What Customers & Projects Should We Go After?4. Do We Have The Right Structure & People?5. How Can We STOP Profit Margin Fade On Jobs?6. What Can We Do To Hit Our Overhead & Profit Goals?7. What Critical Changes & Decisions Should We Make?

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

Downloadable Courses Each 5 Hour Course Includes Detailed Workbook

Get Your Construction Business To Work!- The BIZ-Success Blueprint For Contractors

1. Seek BIZ-Opportunities To Grow & Make A Profit

2. Make Tough Decisions To Get Your BIZ To Work

3. Draft Your BIZ-BUILDER BLUEPRINT

4. Targets, Goals, Tasks, Accountabilities & Responsibilities

5. BIZ-Systems: Profitability, Numbers, Sales & Progress

9 Numbers Every Contractor Needs To Know To Always Make A Profit!1. How To Calculate Accurate Job Costs

2. Construction Accounting Made Simple

3. Determine Overhead, Contracts & Profit Goals

4. The 12 Step Formula To Always Make A Profit

5. Financials, Collections , Controls & Bonding

Grow Your Construction Business!- How To Find New Customers & Win More Contracts

1. Find Profitable Customers, Markets, Projects & Opportunities

2. Develop A Winning Estimating, Bid & Proposal Strategy

3. Presentation Strategies To Overcome The Low Bid Process

4. Draft Your BIZ-DEV Strategic Growth Plan & Target Profitable Customers

5. Implement A Pro-Active Marketing & Sales BIZ-Development Action Plan

Construction Field, Project Management and Productivity Systems That Work!

1. Install Written Construction BIZ-Systems That Work

2. Set, Track & Achieve Written Project Targets & Goals

3. Pro-Active Project Management, Budgeting & Contracts

4. Pro-Active Field Scheduling, Meetings & Change-Orders

5. Documentation, Pay, Procurement & Scorecards

Hardhat BIZSCHOOLOnline University For Contractorswww.HardhatBIZSCHOOL.com

To Order & Download Courses Visit

www.HardhatBIZSCHOOL.com

By George Hedley Hardhat BIZCOACH

George Hedley, construction business expert, professional speaker and author of Get Your Construction Business To Always Make A Profit! and the BIZ-Builder Blueprint For Contractors, has created a series of online learning opportunities for you.

In these downloadablecourses with detailed workbooks, George will personally teach you his proven business systems to get your business to work, make more money, generate more sales, get organized & in-control, sell more than low price, improve project management, maximize fieldproductivity & make a profit.

Learn How To Get Your Construction BIZ To Grow & Profit!These online courses are designed to help you manage, build & grow your construction BIZ, make more money, get organized and make a profit. Courses are professionally recorded and can be downloaded to your computer so you can learn at your own pace.

Each Course Includes:- Five 1 Hour Classes

- George Hedley Presenting

- PowerPoint Slides

- Downloadable Workbooks

Download CoursesTo Your Computer

To Get 33% Off Enter DISCOUNT Code:

hardhatspecial33%offin promo code area @ checkout.

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5

George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

BIZ-BUILDER TEST - Does My BIZ Work The Way I Want It To Work? Answer TRUE Or FALSE To The Following Statements:1. ______ Our company runs smoothly without my constant supervision, scheduling, decision making & involvement.

2. ______ I am good at holding people accountable, delegating, trusting others, letting go & staying on a set schedule.

3. ______ I am a good coach who plans ahead, stays off the field, motivates, recognizes, praises & encourages people.

4. ______ We have a written business plan with a clear vision, mission, core values, strategy, targets & goals.

5. ______ We have written operational, project management & field production systems and procedures for all to follow.

6. ______ We have a strong management team & managers who run our company, and handle projects and customers.

7. ______ We have an organizational chart with the right people and positions to allow for profitable growth.

8. ______ We have clear detailed written job descriptions & everyone knows their responsibilities & chain of command.

9. ______ We have employee compensation, benefit and incentive plan to attract & retain the best people available.

10. ______ Our managers handle job scheduling, ordering, supervising crews & working with customers.

11. ______ Supervisors, foreman and crews have scorecards and know specific targets & production results to hit.

12. ______ We hold regular weekly or monthly meetings - management, estimating, manager, supervisor & crews.

13. ______ I know our numbers and have a handle the financials, P & L, revenue, overhead, mark-up, profit & job costs.

14. ______ We have a detailed written marketing and sales plan with a customer target list and attack plan.

15. ______ We regularly spend quality time with customers to build trust, develop loyal relationships and earn referrals.

16. ______ We negotiate versus bid most of our jobs and don’t have to sell low price against cheap competitors.

17. ______ My business allows me to have lots of freedom, personal time, a balanced life & my investments are growing.

T Or F - We Track & Meet Our BIZ-Goals In These Areas:18. ______ Sales Volume & Profitable Growth

19. ______ Finding, Attracting, Winning, Keeping & Developing High Margin Regular Customers

20. ______ Company Overhead, Gross & Net Profit, and Final Job Cost Mark-Up & Profit

21. ______ Accurate Estimates, On-Budget Production & On-Time Schedules

22. ______ Profit Margin Shrinkage, Quality Work, Call-Backs, Re-Work & Punch-List

23. ______ Finding, Attracting, Hiring, Keeping & Developing Great People

24. ______ Safety & Training

25. _____ Our COMPANY WORKS The Way We Want It To Work & Is Achieving The Bottom-Line Results We Want!

TOTALS_____________ ______________

TRUE FALSE

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

_ T_ _ F_ Answer TRUE Or FALSE To The Following Statements:

1. ______ ______ As A Leader, I Track & Monitor The Specific Results My Teams & Players Are Accountable For.

2. ______ ______ My Job Is To Coach and Build a Winning Team That Achieves Winning Results.

3. ______ ______ I Monitor and Enforce Written Plans, Playbooks, Scorecards, Company Standards & Systems.

4. ______ ______ I Track, Monitor, Enforce, Review & Keep Score Of My Team’s Progress.

5. ______ ______ I Hold Regular Team Meetings To Review Results & Enforce Productivity & Responsibility.

6. ______ ______ I Review Our Company & Project Vision, Targets & Goals With my Team.

7. ______ ______ I Spend More Time Coaching and Mentoring My Players Than Doing The Work.

8. ______ ______ I Influence and Encourage Teams To Want To Achieve Results & Hit Goals.

9. ______ ______ I Motivate & Inspire People Regularly To Do Their Best and Continually Improve.

10. ______ ______ I Regularly Communicate Clear Expectations and Provide Specific Feedback.

11. ______ ______ I Regularly Thank, Appreciate, Recognize Praise Every Team Member Weekly.

12. ______ ______ I Regularly Explain and Share The Big Picture About the Company’s & Project To The Team.

13. ______ ______ I Constantly Tell People I Appreciate & Care About Them & Want to Help Them Reach Their Goals.

14. ______ ______ I Regularly Communicate Progress & Results On Company & Project Targets and Goals.

15. ______ ______ I Involve Others And Let Them Develop Project Goals & Action Plans.

16. ______ ______ I Hold People Accountable & Responsible for Achieving Results & Following Company Systems.

17. ______ ______ I Don’t Solve Other People’s Problems, Micro-Manage Or Constantly Tell Them What To Do.

18. ______ ______ I Let Go Of Control & Delegate Most Important Tasks and Decisions To My Team Members.

19. ______ ______ I Improve the Team’s Performance and Encourage New Ideas & Team Input On Action Plans.

20. ______ ______ I Work Hard To Develop & Mentor Emerging Leaders and Promote From Within.

21. ______ ______ I Have A Personal Development Plan To Continually Improve, Grow & Be A Better Leader.

22. ______ ______ I Constantly Look For & Implement New Ideas and Ways To Innovate, Upgrade & Improve.

23. ______ ______ I Am Patient, I Listen To Others and I’m Never Out Of Control, Demanding Or Intimidating.

24. ______ ______ I Don’t Tolerate Poor Performers Or Give Any Old Timers Give Special Treatment.

25. ______ ______ I Never Publicly Yell, Talk Loud, Criticize Or Reprimand People In Front Of Others.

TOTALS

TRUE FALSE

Am I An Effective Leader & Winning Coach?

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7

George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

Do I Make A Good Manager?_ T__ _ F__ Answer TRUE Or FALSE To The Following Statements:______ ______ 1. I expect managers & employees should know what to do and how to do things right.

______ ______ 2. I have a strong personality & high energy, plus I can be impatient, demanding & intimidating.

______ ______ 3. I don’t like to manage, organize or worry about people, details, numbers or sweat small stuff.

______ ______ 4. I am always coming up with new ideas and often change my mind, strategy or decisions.

______ ______ 5. I don’t always follow the company systems, rules or standards myself.

______ ______ 6. I often overload employees with strong demands which affects their priorities and results.

______ ______ 7. I have a strong need to be in control, micro-manage, do too much myself and have troubledelegating, letting go or trusting others with important assignments.

______ ______ 8. I generally have too much going and have difficulties scheduling regular meetings.

______ ______ 9. When we have meetings, I usually lead the meeting and do most of the talking.

______ ______ 10. I continually have to check everyone’s work to make sure it gets done right.

______ ______ 11. I often take charge, solve other people’s problems and make decisions for them quickly.

______ ______ 12. I generally make quick decisions & often overrule or second guess people’s decisions.

______ ______ 13. Sometimes I publicly criticize, reprimand, yell or talk down to employees.

______ ______ 14. I view myself as the keeper and enforcer of the systems, structure & processes.

______ ______ 15. I have trouble holding people accountable and often tolerate poor performers.

______ ______ 16. I often avoid conflict or addressing issues with employees or customers.

______ ______ 17. I postpone or delay firing or confronting employees when I know they have bad attitudes,aren’t performing and shouldn’t work at our company.

______ ______ 18. I sometimes jump to conclusions without all the facts or making sure people clearly understand.

______ ______ 19. My office is usually messy, unorganized and loaded with piles of papers & projects.

______ ______ 20. I don’t praise, recognize, appreciate or thank employees enough on a regular basis.

______ ______ 21. It is easier to solve problems myself than ask employees to handle the issue.

______ ______ 22. There tends to be a lot of drama, problems, infighting, or negativity at our BIZ.

______ ______ 23. I don’t regularly meet with my direct reports to review their expected results, provide feedback,

coach or train them, give clear directions, and make sure they’re happy.

______ ______ 24. I sometimes make excuses for old timers and allow favored employees to not improve, learn newsystems, follow rules, do paperwork, learn computer skills, be a team player, or produce results.

______ ______ 25. I don’t think I need to change how I manage people, but my managers and employees definitely need to change and improve.

___ _____ TOTALSRESULTS – I Am A: Bad Manager Below Average Manager Average Manager Good Manager Excellent Manager

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

You’re The Head COACH Of Your Team!- To Be A Winning Coach

- You Can’t Call The SAME Plays With The Same Players & Same Strategies

- What New Bold Plays Will You Call?

- Good Players Or Winning Coach?

BIZ Is Changing!- More Demands

- Need Continuous Improvement & Change

- Need Better Players, Systems & Strategies

- Best In Class? - Spinning? Treadmill?

- Comfort Is NOT Your Goal!

LEADER - A Person In Charge Of Others - Who Leads, Directs, Inspires & Influences Others To Achieve Goals & RESULTS.

Winning LEADERS & COACHES: Know What They WANT

Have A Written PLAN

Always Track & Make PROGRESS Towards What They Want

Your BIZ & Team Is Currently Designed To Deliver The Results You’re Currently Achieving

Same Results

Better Results

Module 1 - Lead A Winning Team!

Leadership Gap

Module 1

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

Are You An Effective Leader & Winning Coach?- Achieve Winning Results Thru People!

Winning Coaches Inspiring Exciting Vision

Winning Game Plan & Strategy

Written Playbook

Stay Off The Field

Full Charge Assistant Coaches Call Plays

Put Right Players In Right Positions With Right Talent

Clear Written Position Descriptions

Motivate Players To Follow & Win

Hold Regular Team Meetings

Ongoing Practice & Training

Updated Scorecards & Scoreboards

Hold Players Accountable & Responsible

Win Games

Effective Leaders & Winning Coaches: 1. Have An Inspiring Clear Winning VISION

- Influence Others To Want To Achieve RESULTS

2. Take Charge & Achieve Winning Results- Winning Game Plan & Playbook- Keep Score - Set & Track Goals- Put RIGHT Players In Right Positions With Right Talent

3. Motivate Players To Win!- Build Teamwork- Hold People Accountable & Responsible- Delegate & Trust People To Perform- Don’t Tolerate Poor Performers & Bad Attitudes- Recognize & Praise- Hold Team Meetings & Training

4. Focus On Winning Customers

5. Innovate, Change, Improve & Work Different

Construction Project Leadership1. Planning = _______% = ______ / Hrs / Day

2. Producing = _______% = ______ / Hrs / Day

3. Supporting = _______% = ______ / Hrs / Day

4. Wasting Time = _______% = ______ / Hrs / Day

- Average Crew WASTES ___________ Hrs / Day

- How Can YOU Reduce Wasting Time On Jobs?

- How Can YOU Improve Results?

- How Can YOU More Effectively Plan Ahead?---

Shut-Off Valve

ProfitResults

Productivity

SALES

Leak $$$Hold BIZ Back

Hold People Back

Achieve Your Team’s Potential

What’s Shutting Off Your Team’s Potential?----

Effective Leaders Get Out Of Their Comfort Zone!

1. Are You Too Busy Working To Make Any $$$?

2. Is Your Team Too Dependent On YOU?

3. Can You Get Out Of Your Comfort Zone?

4. Are You Willing To Change ME?

Module 1

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

Effective Leadership Starts With YOU!o #1 Problem In Business Today?

- Lack Of Leaders

o Achieving Results Starts With The Leader

o Key Is Continuous Personal Improvement - Having Courage To:

- Change Yourself First- Make Tough Decisions & Hold People Accountable- Try New Ideas

o You Can’t Get Better Without Doing DIFFERENT!

o Leaders Are Chosen By Those Who Line Up to Follow

What People & Players Want From Leaders?#1. Integrity! = Do What You Say = Trust + Respect

#2. Appreciation! = WIFM = Valued + Recognition- Common Denominator? = ___ ___ ___ ___ ___ (People)

Organizational Structureo Your BIZ Is Currently Designed To Deliver The Results You’re Currently Achieving!

- Are YOU 100% In Charge Of Everything?

- Put Right PLAYERS Players In Right POSITIONS With Right TALENT To Allow Your BIZ To Grow & Profit!

- Are You STUCK @ The Level Of What YOU Can Do & Control?

o You Are What You Do! You Live Your Priorities! - Check Your ROE Gauge

Your #1 Priority Is To Keep Your #1 Priority Your #1 Priority

o Top Leadership Priorities?

- Achieve Results Thru People

- Be A Winning Coach Players Want To Follow

- Win The War For Talent

- Make People A Priority

- Be The Employer & Leader Of Choice

- Build A Great Place To Work!

ROE GAUGE

Module 2 - Influence Players To Win!

Best Leader / Coach Worst Leader / Coach

What You Do What You Must Do

Module 2

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

People Are Different!- They See, Hear & React Differently Than You

- They Require Different Inputs

- They Are NOT You!

Leadership Is About INFLUENCE

- Influencing Others To WANT To Do What You Want Them To Do!

- People Need MONEY & MOTIVATORS

- Money Without Motivation Doesn’t Work!

What Do People & Players WANT To Perform To Their Highest Level?

Clear Expectations

Recognition & Praise

Understand The Big Picture

Appreciation - Show You Care

To Contribute To A Team

To Be Heard

Trust

Interesting & Challenging Work

Fulfillment & Satisfaction

Fun

Good Pay & Benefits

Job Security

Good Opportunity

Work For Good Company

Delegate & Let Go Of Control!

Module 3 - People Are Different!

Module 3

Leading & Managing Young Workers Are Not Loyal To You Or Company Want High Pay & Full Benefits Want Performance Incentives Don’t Trust You Want Continuous Learning Want Latest Technology Want Growth Potential & Opportunity Want Accountability & Responsibility Want Meaningful & Significant Work Want Teamwork & Participation Want To Be Involved In Decisions Want To Know The Big Picture Want Coaching, Mentoring & Feedback Work To Live, Life Balance & No O.T. Want You To Care About Their Future Respect Diversity & Sustainability Want to Have Fun & Enjoy their Work

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

Module 4 - Develop Winning Players!

Module 4

Pro-Active Coaches & Managers Build Winning Players!1. Provide Players Clear Expectations

- Written Position Descriptions With Clear Accountabilities & Responsibilities

- Results ACCOUNTABLE For - Scorecards, Targets, Goals & Results & Tracking System

- Clear Specific RESPONSIBILITIES - Activities, Tasks, Systems, Rules, Timelines & Deadlines

- Clear Chain Of Command - $$ Levels Of Authority - Approvals Required - Rules

- Scorecards - Targets, Goals, Results, Tracking, Updates & Feedback

- Ongoing Training & Improvement Opportunities

- Head Coach Must ENFORCE - Meet Regularly To Coach, Mentor, Track, Follow-Up & Review

2. Provide Players Ongoing Recognition & Praise

- Motivators - Appreciate, Motivate, Inspire, Encourage, Recognition, Praise, & Reward

- Rapid Rewards - Promote Teamwork, Participation, Competition & Fun

3. Make Sure Players Understand The Big Picture- Hold Regular Team Meetings & State Of The Union Meetings

- Players Participate In Plans & Team Decisions

4. Appreciate & Show You Care About Your Players - Personally- WIFM - What’s In It For Me!

- Know Your Players - Needs - Wants - Desires - Goals - Family - Future

- Additional Opportunities, Responsibilities, Training, Roles & Promotion

- Hold Regular Face To Face Meetings / Crew Lunches / Team Meetings

5. Delegate & Let Go Of Control

Are You Doing Too Much Yourself?Stop Tolerating Poor Performers

- Clean Out The Deadwood

- Stop Losing $$$ Down The Drain

- Implement A Winning Playbook

Common Player Personnel Mistakes

- Afraid To Hire Or Hire Cheap & Inexperienced

- Hiring Family, Relatives Or Friends

- Not Holding People Accountable & Tolerating Poor Performance

Winning Player Personnel Strategy

1. Hire Slow

2. Pay Top $$ - Attract & Retain The Best

3. Train Hard

4. Focus On TOP Players

5. Reward Results

People Follow The Leader - Your Input = Their Output !

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen Module 4

Make Players A Top Priority!Stop Tolerating Poor Performers

- Clean Out The Deadwood

- Stop Losing $$$ Down The Drain

- Implement A Winning Playbook

Common Player Personnel Mistakes

- Afraid To Hire Or Hire Cheap & Inexperienced

- Hiring Family, Relatives Or Friends

- Not Holding People Accountable

- Tolerating Poor Performance

Winning Coaches & Effective Leaders 1. Make Players Their Top Priority

2. Spend Time With Their Players

3. COACH & Mentor

4. Give Players What They Want - Clear Expectations, Motivation, Recognition & Praise

5. Eliminate De-Motivators

6. Provide Rewards For Results

How Much Time Do You COACH & Mentor Players?

Training Involves DOING!1. Tell - Tell Them What To Do & Make Sure They Understand

2. Show - Show Them How To Do It

3. Let - Let Them Do It

4. Watch - Watch Them Do It

5. Coach - Coach & Mentor Them Thru It

6. Follow-Up - Follow-Up Often

7. Recognize - Recognize Good Progress

Who Should You Invest The Most Time In?

Players Who Don’t Live Your Core Values

Players With Bad Attitude Or Trouble Makers

Players Who Make Excuses Or Don’t Get It

Players Who Don’t Follow Systems & Rules

Players With Poor Results & Problems

Players With Good Skills & Not Team Players

Your BEST Players- Who Are Accountable & Responsible

& Achieve Excellent Results

Top Incentives:

1. Personal F2F Thanks

2. Mentoring Program

3. Written Thanks

4. Promotion for Performance

5. Clear Targets & Feedback

6. Public Praise & Recognition

7. Team Information Meetings

Top Words: # 3. “I Appreciate ……..”

# 2. “Thank You”

# 1. “(Their Name)”

Worst Letter: “ I”

Worst Questions: “Can You Work Harder?”

“Will You Try To Go Faster?”

“Think You Can Do Better?”

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

Module 5 - Winning Team Structure!

Module 5

Leaders Trust People To Be Accountable & Responsible For Results!- Why Aren’t People Accountable & Responsible?

They Don’t Know What You Want!- The Expected Strategy, System, Process & Result!

Boss Doesn’t Trust Them!

Everyone Has A Clear Understanding Of What’s Expected

Winning Leaders Trust Players To Accountable & Responsible!

Do You Trust Others With Information, Decisions & Authority?

Do You Set & Track Clear Scorecards, Targets & Goals?

What Can I Make People 100% Accountable & Responsible For?

Provide Clear Written GEARG Guidelines - Clear Visual Written Picture Of How To Achieve Expected Results

E Expectations - Minimum Expected Results & Deadlines

A Accountabilities - Obligated To Achieve Results - Liable & Answerable For Results

R Responsibilities - Accepts The Obligation To Perform Assignments, Duties & Tasks

- Per Standards, Systems, Procedures, Timelines & Deadlines

People WANT To Be Responsible To Perform, Contribute & Achieve Results

People Responsible For Nothing Are Responsible For Nothing!

ORG STRUCTURE THAT WORKS!

Your CompanyIs Currently Designed

To Achieve The Results You’re Currently Getting!

STUCK BIZ ORG CHART

- Controlling- Micro-Managing- Helper Vs. Responsible

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

Draft A Winning Player Personnel Structure- Your Company Is Currently Designed To Achieve Results You’re Currently Getting!

- Put the Right Players In the Right Positions With the Right Talent

- For the Current Needs Plus Allow the BIZ To Move To the Next Level

Do We Have the Right Players In The Right Positions?

Would We Re-Hire All Of Our Players?

What Needs To Get Done That’s Not Getting Done?

What New Players Or Positions Do We Need To Add?

- What Player Positions Do We Need To Fill, Assign, Train Or Replace?

Do We Have A Strong Accountable & Responsible Management Team?

Is My Name In Too Many Boxes?

What Should I Delegate Or Leverage To Maximize Effectiveness?

Assign Someone To Every Function / Position

Module 5

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

Develop Clear Written Team-Designed Position Descriptionso Clear Accountabilities For Results

o Specific Responsibilities - Tasks, Activities & Deadlines

o Clear Chain Of Command & Level Of Authority

o Head Coach’s Job Is To Monitor, Enforce & Police

Position Accountabilities ResponsibilitiesRESULTS Accountable For Tasks - Activities & Deadlines

President Company Makes Great Net Profit & ROE Loyal Customer Relationships & Retain Managers

Get Work - Sales Generate $10 million Revenue @ 15% GP 10 Face To Face Meetings Weekly With Customers

Price Work - Estimator Accurate Estimates & 33% Bid-Hit Ratio Update Cost History Monthly & Good Sub-Bids

Project Manager On-Time & On-Budget Projects Update Job Cost Weekly & Review With Foreman

General Superintendent Overall Workload Handled With Team Visit All Jobs Every Day, Review Job Costs Weekly

Job Superintendent Jobs On-Time, Safe & Quality Work Hold Sub Job Meetings & Look-Ahead Sch Weekly

Foreman Jobs Hit Crew Hour Budget & Safe Review Crew Hr Tracking & Material List Weekly

Project Administrator All Paperwork Complete & On-Time Submit All Shop Drawings Within 3 Weeks Of Start

Controller - Bookkeeper Excellent On-Time Financials & Payments WIP Schedule, Financials & P & L Complete By 15th

Office Manager Well Trained Staff & Organized Systems Keep Systems Manual Updated, Quarterly Reviews

HR & Hiring Coordinator Proper Workers To Handle All Projects Recruit Enough Workers Required

Common Player Personnel Mistakeso Hire Cheap, Relatives, Friends Or Inexperienced Vs. Pros

o Special Deals With Old Timers

o No Scorecards - Targets, Goals Or Feedback For Players

o Not Holding Players Accountable To Achieve Results

o Allowing Players To Not Follow Systems & Technology

o Tolerating Poor Performers & Non-Team Players

o Not Maximizing Or Leveraging Players With Assistants

Head Coach Action Plan

1. What Should I Focus On More?

2. What Should I Stop Doing & Delegate?

3. What Positions Have The Wrong Players?

4. What Positions Do We Need To Leverage?

5. What Players To Build A Management Team?

6. What Positions Do We Need To Hire?

7. What Positions Need Job Descriptions?

Module 5

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

Leaders TRUST Others To BE & DO Their Best!- The Old Leadership Style Doesn’t Work!

- Are You 100 % Responsible For Everything?

- When YOU Own the Problem - Only YOU Can Solve It!

- Are You A Problem Solver?- When I Solve Other People’s Problems - They Bring Me More Problems!

- People Responsible For Nothing Are Responsible For Nothing!

- 99% Responsibility = 0% Responsibility!

- The MORE You Do For Them - The LESS They Do For You!

Let Go To Grow! - Get Off The Field, Delegate & Let Go Of Control

- Leading, Coaching & Managing A Winning Team Is NOT About Control!- You Can’t Control Others

- You Tell People What To Do & They Decide IF They’ll Do It.

High Control = ________ Performance

Low Control = ________ Performance

Head Coach’s Job Is NOT To Do The Work!o Stay Off The Field & Coach!

o Motivate Others To Perform

o Manage The Managers

o Focus On Building A Winning Team

o Find, Build & Retain Talented Playerso

o Improve Results With Systems & Structure

o Develop & Build High Margin Loyal Fans

- Delegation Is All About – T R U S T !Winning Coaches

- Don’t Control - Empower

- Don’t Do - Strategy & Goals

- Don’t Tell - Train

- Don’t Bark - Motivate & Inspire

Please Handle ThisAnd Don’t Tell Me

What You Did!

STOP DOING & DELEGATE START DOING

Module 6 - Winning Management!

Module 6

What’s MyTime Worth?

$______ /Hr.

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

Managing Manager M.B.W.A. - Doesn’t Work!

- Management By Wandering Around

- People Avoid Pain At Any Cost!

- Don’t Tell The Truth!

- Tell You What They Think You Want to Hear

Managing Manager Person In Charge Who Manages A Group Of

Managers, Project Managers, Supervisors, Team Leaders, Division Or Department

Person Accountable & Responsible For Performance & ResultsOf Managers Or Supervisors

- Leads, Supervises, Manages & Supports

- Directs, Guides, Coordinates & Monitors

- Enforces, Coaches, Mentors & Motivates

Effective Managers & Winning Coaches Delegate & Let Go

Don’t Control Or Micro-Manage

Very Structured, Organized & Systemized

Hold People Accountable & Responsible

Don’t Tolerate Poor Performers Or Excuses

Don’t Have Problem Discipling Or Firing People

Don’t Avoid Problems Or Addressing Them

Mentor, Coach & Encourage

Help Solve Problems

Face Reality

Don’t Accept Or Make Excuses

Achieve RESULTS!

Managing Manager Is The ENFORCER

Managing Manager’s Role & Responsibility:1. Plan & Organize Managers, Department, Projects & Teams

- Manage Overall Strategy, Budgets & Resources

- Work With Other Managing Managers

2. Ensure Managers Do Their Job & Achieve Results

- Explain Expected Results, Goals, Systems & Policies

- Hold Managers Accountable To Achieve Results

- Keep Statistics, Scorecards, Results & Provide Feedback

3. Winning Coach & Mentor

- Build Winning Teams With Positive ‘Can-Do’ Attitude

- Provide Direction & Help With Decisions & Issues

- Train, Mentor, Support, Motivate & Encourage

- Provide Regular Communication & Updates

4. Enforce & Police Managers

- Make Sure Managers Are Doing Their Jobs Correctly

- Make Sure Everyone Following Company Systems

- Monitor Scorecards - On-Time & On-Budget

- Hold Regular Reviews & Provide Feedback

5. Delegate Effectively & Let Go Of Control

6. Develop & Maintain Right People For Right Positions

- Recruit, Hire, Review & Train Enough People

- Eliminate & Replace Poor Performers

7. Hold Regular Manager, Supervisor & Team Meetings

- Review Team & Individual Results & Scorecards

- Hold People Accountable to Achieve Results

- Build Teamwork, Provide Feedback & Training

Module 6

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

MONKEY = The Task, Problem, Issue Or Decision What To Do With Monkey - The ‘Next Step’ Or ‘Move’

How To Get Monkeys Off Your Back

1. Recognize There’s A MONKEY About To Jump On Your Back

2. Identify Desired SOLUTION For The Monkey - Clear Outcome, Objective & Decision

3. Clarify WHO OWNS the Monkey - The Monkey Handler - Who’s Responsible To Take Care Of Monkey

4. Define & Agree On The ‘Next Step’ Or ‘Move’ For Monkey Handler - Several Solution Options

5. Agree On Level Of Authority, $$$ Limit Without Approval & Who Can Make Final Decision

6. Set Deadline To Handle & Take Care Of Monkey + Set Check-In Times & Follow-Up Appointment

7. Deal With Monkey - Handler Take Care Of Monkey, Situation, Issue, Decision

Issue & Task - Assignment, Delegation, Follow-Up & Track

Who Date Monkey Solution Next Step $$$ Deadline F/U Appt

Monkey Management Tracking System

Module 7 - Delegate & Manage Monkeys!

Module 7

How To Delegate & Get Monkeys Off Your Back!Why Delegate? - People Want To Be Accountable, Responsible, Trusted & In Control

Benefits Of Delegationo More Time For Your Priorities

o People Become The Best They Can Be

o Leverage Yourself To Achieve More

o Get Out Of The DITCH

o Get Monkeys Off Your Back

Delegation - Achieving Results Thru Otherso Get Players To Do Their Job, Be Accountable, Responsible, Make Decisions & Solve Problems

Are You A Compulsive Monkey Picker-Upper?

o Monkeys Always Jump Upwards

o The More Monkeys You Take - The More You Get!

7 Steps To “Get It Done Delegation1. Provide Clear Expectations2. Set Timelines, Deadlines & Check-In3. Define Level Of Authority4. Set The Rules5. Provide The Right Tools6. Encourage, Motivate, Recognize & Praise7. Reward

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

Project RESULTSSCORECARD1. Profit

2. Job Cost Budget - Bid Vs. Final

3. Field Production- Bid Vs. Final- Labor & Equipment

4. Accurate Estimate

5. On-Time Schedule

6. Quality Workmanship- No Re-Work Or Call-Backs- No Punchlist

7. Safety Plan & Conformance

8. People & Team Performance

9. Contract Management- Project Management- Documentation - Meetings & Communication- Procurement- Change Order Management- Submittals & Approvals- Start-Up & Close-Out- Payment

10. Customer Relationships

CEO’s Focus On Winning RESULTS Stock Price = Equity & Value

Quarterly Earnings = Profits

Revenue Growth = Sales

Leadership Is About DECISIONS & FOCUS!

- What Results Do You Want To Hit? - What’s Important?

- Why Golf? - No Score = No Game = No Winner!

SCORECARD = Know & Track Clear Written Measurable Targets & Goals!

- Need Visual Scorecards - Information & Feedback!

GOAL - A Written Measurable Target With A Deadline

S Specific

W Written

A Attainable

T Time Dependent.

C Clear & Challenging

O On-Purpose & On-Target

M MEASURABLE

SCOREBOARD = Communicate Clear Targets & Goals

- Add A Wager - Make It Fun - Make It Competitive

- Team Designed

- Written & Visual

- Measurable, Simple & Clear

- Challenging & Realistic

- Don’t Make Too Many Goals

Module 8 - Set Winning Targets & Goals!

Module 8

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

GOAL Action Plan WorksheetGoal: _____________________________________________________________

Deadline: ____________________________________________________________

Team: ____________________________________________________________

Action Steps: 1. ____________________________________________________________ _____ _____

2. ____________________________________________________________ _____ _____

3. ____________________________________________________________ _____ _____

4. ____________________________________________________________ _____ _____

Module 8

GOAL - A Written Measurable Clear Target With A Deadline

What Bottom-Line Results Am I Accountable & Responsible To Achieve?

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

1. People & Players First Culture- Build A Great Place To Work That Attracts & Retains Great Players

- Develop A People First Culture

- Promote From Within

- Everyone Mentors & Trains Their Replacement

2. Implement & Maintain A Winning Playbook - Draft A Company ‘DO MANUAL’

- Replace Yourself With Written & Enforced Systems

3. Written Clear Position Descriptions For Every Position

Bonus Module 9 - Winning Construction BIZ Strategies!

Module 9

PROJECT MANAGER POSITION DESCRIPTION - ExampleACCOUNTABILITIES - RESULTS RESPONSIBILITIES - TASKS, ACTIVITIES & DEADLINESLead & Manage Project Team To Meet Goals Update Job Cost Budget & Estimated Cost To Complete By 10th MonthlyComplete Projects On-Budget Review Job Cost Production Scorecard With Field Supt & Fore MondaysComplete Projects On-Schedule All Subcontracts & Material Orders Executed Within 2 Weeks Of Job StartComplete Projects Per Contract, Plans & Specs Prepare & Submit Progress Payment By Month-EndManage All Contract Documentation Manage & Attend Turn-Over, Weekly Field & PM Review MeetingsAward All Subcontracts & Material Orders Hold & Lead Customer Meetings Onsite WeeklyManage Submittal & Approval Process Ensure Field Subcontractor & Safety Meetings Held Onsite WeeklySubmit Progress Payment Applications Timely Approve, Code & Process All Invoices & Timecards Accurately WeeklyManage Change Order Process Ensure All Change Orders Are Approved Prior To Starting WorkExcellent Communication With Project Team All Submittals & Shop Drawings Approved Within 4 Weeks Of Job StartManage Customer Communication & Meeting Visit Projects Weekly & Communicate With Supt & Foreman DailyMaintain Quality Control & Safety Program Ensure Job Reports, QC Punchlist & Safety Reports Prepared Weekly-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------CREW FOREMAN POSITION DESCRIPTION - ExampleACCOUNTABILITIES - RESULTS RESPONSIBILITIES – TASKS, ACTIVITIES & DEADLINESSupervise & Manage Crew To Meet Job Goals Prepare Updated 2 Week Look-Ahead Schedules & Reports By FridayMeet Crew Labor Production & Equip. Budget Review Crew Production Hour Scorecard & Schedule Weekly with PMMeet Crew & Job Schedule All Materials, Tools & Equipment On-Site 3 Days Prior To RequiredMaintain Quality Workmanship & No Call-Backs Prepare & Turn-In Weekly Punchlist & Safety Inspection Report FridayMaintain Safe Working Environment Hold Daily Crew Huddle-Up & Weekly Safety Meeting @ 7amNo Lost Time Accidents Enforce Crew Job Rules - Hours, Safety, Attire, Phones, Clean-Up, etc.Maintain Positive Crew Teamwork Review All Material Delivery Tickets & Get Overtime Approved By 2pmHave Right Materials, Tools & Equip Onsite On-Time Never Perform Extra Work Without Prior PM ApprovalInstall Work Per Plans, Specs, Contract & Codes Never Leave Job Unsupervised Or Go To Store For Tools Or MaterialsRepresent Company Professionally Attend Weekly All Foreman Scorecard Review Meeting

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen Module 9

4. Mandatory Regular Team Meetings

Monthly Management Team Strategy Meeting

Weekly Estimating & BIZ-Development - Marketing & Sales

Project Turn-Over Hand-Off Meeting - Estimating to Project Team

Customer Job Start-Up & Weekly Project Meetings

Project Field Start-Up

Weekly Project Field Meetings

Monthly Project Management Review Meeting

Weekly Production Field Scorecard Review Meeting- PM / Supt / Fore

Daily Crew Huddle-Up

Monday Morning Quarterback Meeting

Weekly Safety Meeting

Weekly Manpower Logistics & Crew Planning

All Company Quarterly Meetings & Training See Complete Meeting Agendas In Reference Materials At End Of Workbook

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

WEEKLY JOB Detailed SCOREBOARD - 1 JobJob Name: PM: SUPT: FORE:

WEEK ENDING: CREW LABOR HOURSFOREMAN

TOTAL ESTIMATED TO DATE TO DATE TO DATE

BUDGET ACTUAL BUDGETED CREW + OVER +CREW % CREW HOURS (UNDER )

COST CODE WORK TASK Quantity Installed HOURS UNIT COMPLETE HOURS ACTUAL BUDGET

32002 LAYOUT 200 HOURS 100% 200 180 (20) 32005 EXCAVATE 400 HOURS 75% 300 275 (25) 32010 FORM 1,000 HOURS 50% 500 550 50 32015 SET EMBEDS 250 HOURS 20% 50 60 10 32020 POUR 300 HOURS 0% - - 32050 CLEANUP 200 HOURS 0% - -

TOTAL 2,350 HOURS 45% 1,050 1,065 15

WEEKLY ALL JOB SUMMARY SCOREBOARD

WEEK ENDING: CREW LABOR HOURSFOREMAN

TOTAL ESTIMATED TO DATE TO DATE TO DATE

BUDGETED ACTUAL BUDGETED CREW + OVER +CREW % CREW HOURS (UNDER )

Job Name: PM/SUPT / FORE Quantity Installed HOURS UNIT COMPLETE HOURS ACTUAL BUDGET

Mission Dan/Bill / Dave 2,000 HOURS 50% 1,000 900 (100) Main Street Dan/Joe/Jose 4,000 HOURS 60% 2,400 2,600 200 ABC Job Dan/Ace/Will 3,000 HOURS 30% 900 850 (50) Acme Job Bob/Bill/Arnie 800 HOURS 70% 560 600 40 Jones Job Bob/Dan/Cal 3,500 HOURS 20% 700 1,000 300 Smith Job Bob/Fred/Harry 6,000 HOURS 25% 1,500 1,400 (100)

TOTAL 19,300 HOURS 7,060 7,350 290

5. Job Cost Production Scorecards - Track & Update

Module 9

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

6. Leverage Yourself Executive Assistant / Office Manager

Construction Administrator

Estimating Coordinator

7. Planning Tools

Module 9

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

7. Planning Tools

Module 9

2 - 4 Week“Think-Ahead” Schedule

ACTIVITY M T W T F S S

LABOR

-

EQUIPMENT

- Co. Equipment

- Co. Tools

- Rental Equip

MATERIALS

- Lumber / Trim

- Supplies

SUBCONTRACTS

-

Project Approval Tracking Log - Submittals & Shop DrawingDescription Subcontractor Date Date Date Date Date Approval

# Approval Item Supplier Req’d Rec’d Submit Return Req’d Status

1 Schedule Of Value Hardhat Builder 1/20 1/15 1/15 2/15 2/20 Approved2 Concrete Design Acme Concrete 1/20 1/21 1/21 2/10 2/20 Appr As Noted3 Roof Trusses Key Steel 1/20 1/22 1/22 3/1 3/1 Appr As Noted4 Door Frames Smith Doors 1/20 1/22 1/22 2/10 2/20 Rejected5 Storefront Center Glass 2/15 3/106 Light Fixtures Jones Electric 2/15 3/10

Weekly Quality Punch-List, Clean-Up & Safety Inspection ReportProject: ________________ Name: ________________ Date: ______ ________

Work Observed Trade / Subcontractor Comments Action Required Complete By

Project Close-Out Checklist---

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

Bonus Reference Materials

The Following Pages IncludeWorksheets, Meeting Agendas & Bonus Reference Materials

Most All Of George Hedley’s BIZ-BUILDER TemplatesAre Available As A Download To His Book:

Bonus Materials

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

1. BIZ-BUILDER BLUEPRINT Action Plan - Review Progress

BIZ-Strategy & Top BIZ-Priorities - Review Progress

Action Plans Commitments - Review Team Progress

- Short Term - Targets, Projects & Action Items

- 1 Year Plan - Targets, Projects & Action Items

- ORG Chart - Player & Position Plans

- FIX-IT List - Update & New Items

2. Monthly FINANCIAL SCOREBOARD - Review Results

P & L - Income Statement- Sales / OH / Mark-Up / Gross Profit / Net Profit

Work In Progress - WIP Schedule

Completed Contracts Schedule

Balance Sheet - Financial Statement

Equipment - P & L

Accounts Receivables - Aging

Bonding Or Cash-Flow Issues

3. CONSTRUCTION Performance - Review Results

Overall Project Performance Review

Overall Project Schedule & Manpower Tracking

Project Challenges & Issues

Customer Challenges & Issues

4. BIZ-DEVELOPMENT - Estimating, Marketing & Sales - Review Results

Estimating & Sales Award Tracking - New & Potential Contracts & Gross Profit Awards

Bid & Proposal Schedule

Proposed Bids - Yes/No Decision List

Bid-Hit Win Ratio Review

Customer Target & Sales Tracking

Marketing Activity Calendar

5. NEW Strategic Items

FIX-IT LISTPriority Issue Deadline Responsible

Jobs Under Construction Amount Odds PM PA SUPT FORE JAN FEB MAR APR MAY JUNE JULY AUG SEPT OCT NOV DEC

1 City Hall Addition 1,000,000$ 100% Joe Sally Jack Chewy

2 Bill's Barn 500,000$ 100% Joe Judy Smitty Chumy

3 Joe's Garage 2,000,000$ 100% Bill Sally Juan Channy

4 Dave's Donuts 700,000$ 100% Bill Judy Marcos Chundy

5 ABCDEF Warehouse 200,000$ 100% Sue Sally Will Charmy

6 ACME Explosives 600,000$ 100% Sue Judy Chuck Chewy

7 Frank's Franks 450,000$ 100% Joe Ann ??? Chumy

8 Dewey's Trash Service 100,000$ 100% Bill Ann ??? Channy

9 GM Building 5,000,000$ 100% Sue Sally Jack Chundy

10 Empire State Building 7,000,000$ 100% ??? ??? Will Charmy

Potential Jobs Amount Odds PM PA SUPT FORE JAN FEB MAR APR MAY JUNE JULY AUG SEPT OCT NOV DEC

1 Big Factory 1,500,000$ 75%

2 Small Center 500,000$ 75%

3 Large Office 2,500,000$ 50%

4 Tiny Tank 300,000$ 50%

5

Project Manpower Schedule Tracking

MONTHLY MANAGEMENT TEAM MEETING AGENDA

SALES AWARD TRACKING Annual SALES Goal Annual GROSS PROFIT GoalCompany FILL-IN 12,000,000$ FILL-IN 1,500,000$

Monthly Contract Sales GOALS GOALS Monthly Gross Profit GOALS GOALSFILL-IN FILL-IN FILL-IN Contract SALES Actual AWARDS Contract SALES Contract SALES GROSS PROFIT AWARDS GROSS PROFIT GROSS PROFIT

MONTH BID VOLUME # BIDS # AWARDSBID-HIT RATIO AWARDS Cumulative Cumulative Over / <Under> AWARDS Cumulative Cumulative Over / <Under>

Jan 5,000,000$ 6 2 33% 1,000,000$ 1,000,000$ 1,000,000$ -$ 80,000$ 80,000$ 125,000$ (45,000)$ Feb 6,000,000$ 4 1 25% 700,000$ 1,700,000$ 2,000,000$ (300,000)$ 130,000$ 210,000$ 250,000$ (40,000)$ Mar 4,000,000$ 6 1 17% 1,500,000$ 3,200,000$ 3,000,000$ 200,000$ 160,000$ 370,000$ 375,000$ (5,000)$

April 3,000,000$ 3 1 33% 800,000$ 4,000,000$ 4,000,000$ -$ 100,000$ 470,000$ 500,000$ (30,000)$ May 10,000,000$ 8 0 0% -$ 4,000,000$ 5,000,000$ (1,000,000)$ -$ 470,000$ 625,000$ (155,000)$

June 4,000,000$ 3 2 67% 1,800,000$ 5,800,000$ 6,000,000$ (200,000)$ 170,000$ 640,000$ 750,000$ (110,000)$ July 5,000,000$ 4 1 25% 200,000$ 6,000,000$ 7,000,000$ (1,000,000)$ 15,000$ 655,000$ 875,000$ (220,000)$ Aug 3,000,000$ 3 1 33% 900,000$ 6,900,000$ 8,000,000$ (1,100,000)$ 140,000$ 795,000$ 1,000,000$ (205,000)$ Sept 7,000,000$ 4 1 25% 500,000$ 7,400,000$ 9,000,000$ (1,600,000)$ 60,000$ 855,000$ 1,125,000$ (270,000)$ Oct 5,000,000$ 5 2 40% 2,200,000$ 9,600,000$ 10,000,000$ (400,000)$ 240,000$ 1,095,000$ 1,250,000$ (155,000)$ Nov 3,000,000$ 7 1 14% 1,200,000$ 10,800,000$ 11,000,000$ (200,000)$ 130,000$ 1,225,000$ 1,375,000$ (150,000)$ Dec 5,000,000$ 7 2 29% 900,000$ 11,700,000$ 12,000,000$ (300,000)$ 105,000$ 1,330,000$ 1,500,000$ (170,000)$

TOTAL 60,000,000$ 60 15 25% 11,700,000$ 11,700,000$ 12,000,000$ (300,000)$ 1,330,000$ 1,330,000$ 1,500,000$ (170,000)$

WORK IN PROGRESS - WIP Schedule ENTIRE COMPANY MONTH ENDING: OVER BILLED UNDER BILLED

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15

CURRENT 1-2 4 / 2 5 X 3 6 + 4 TOTAL AMOUNT 8 - 7 7 - 8 2 - 4 1 - 8 ORIGINAL 3 / 1 3 - 6ORIGINAL EXECUTED TOTAL ESTIMATED ESTIMATED JOB COSTS TOTAL EARNED BILLED BILLED UN-BILLED ESTIMATED CONTRACT BID CURRENT GROSS

JOB NAME CONTRACT CHANGE CONTRACT FINAL FINAL TO % OH & P REVENUE INCLUDING IN WORK IN JOB COST TO BACKLOG GROSS GROSS MARGINAMOUNT ORDERS AMOUNT JOB COST OH & P DATE COMPLETE TO DATE TO DATE RETENTION ADVANCE PROGRESS COMPLETE BALANCE MARGIN % MARGIN % BACKLOG

PERFECT PROJECT 686,000 25,412 711,412 636,825 74,587 576,010 90.45% 67,464 643,474 675,000 31,526 60,815 36,412 8.89% 10.48% 7,123

PROJECT # 2 400,000 50,000 450,000 420,000 30,000 210,000 50.00% 15,000 225,000 240,000 15,000 210,000 210,000 7.50% 6.67% 15,000

PROJECT #3 575,000 25,000 600,000 510,000 90,000 400,000 78.43% 70,588 470,588 450,000 20,588 110,000 150,000 15.00% 15.00% 19,412

PROJECT #4 725,000 75,000 800,000 750,000 50,000 200,000 26.67% 13,333 213,333 175,000 38,333 550,000 625,000 7.00% 6.25% 36,667

TOTALS 2,386,000$ 175,412$ 2,561,412$ 2,316,825$ 244,587$ 1,386,010$ 59.82% 166,386$ 1,552,396$ 1,540,000$ 46,526$ 58,922$ 930,815$ 1,021,412$ 9.60% 9.55% 78,201$

OVER BILLED UNDER BILLED

Bonus Materials

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

Monthly Project Management Review Meeting (Or Bi-Monthly)

PROJECT MANAGEMENT REVIEW MEETING

Who: Company President or Division Manager / VPProject Manager, Superintendent & ForemanProject Accountant & Project Administrator

When: Monthly - Mandatory ‘ACCOUNTABILITY” - 1 Hour

Where: Office Or Jobsite for Out of Town Jobs

AGENDA - Review Project Results, Progress & Activities:Verify all required Contract Tasks are Completed.

1. Project Job Cost Report (CCR) Review Updated Budget Vs. Actual Cost To Date + Estimated Cost to Complete.

2. Project Field Production ScorecardReview updated weekly production labor & equipment scorecard. Actual labor & equipment hours versus budget. Make sure PM reviewed with field Supt and foreman weekly.

3. Schedule Review Updated Schedule with Milestones & Completion Date. Assure ‘Look-Ahead’ schedules are current and updated weekly with photos and daily report. Confirm schedule has been reviewed with PM, Supt, Foreman and Customer.

4. Change Order Log - Proposed Vs. ExecutedReview change order documentation and process. Confirm PCO / CO log and all proposed and executed change orders are current. Confirm all COs are submitted and approved and no extra work was done without prior written approval of customer or company officer.

5. Subcontracts & POs - Executed Vs. Non-Executed Review Subcontract tracking log to confirm all subcontracts and material orders are written and executed. Make sure all subcontracts and POs are executed within 14 days of job start.

6. Submittals & Shop DrawingsReview Submittal tracking log of all required shop drawings and submittals to confirm submittal process is on-track. Assure all are submitted within 14 days of contract & approved.

7. Documentation - Correspondence, Minutes & RFI LogConfirm project documentation & correspondence are current and updated weekly. Assure updated project plans and specifications are current. Document all project issues, changes, RFIs, delays, notices, etc. within 7 days.

8. Progress Payment & InvoicesReview project payment invoice to confirm it is current, accurate and submitted to customer by month end with all required documentation. Make sure all timecards & job invoices are current with accurate cost codes. Verify payment status, invoices and payables are current.

9. Project MeetingsConfirm all job meetings are being held. - Pre-Con Pre-Project Turn-Over Meeting - Est To Team.- Customer Start-up Meeting. - Customer Job Meetings onsite weekly.- Subcontractor Pre-Job Start-Up Meeting - Weekly Project Team Meetings- Safety Meetings weekly- Crew Meetings – weekly & daily huddle

10. Project ManagementConfirm all bonds, insurance, permits, testing, etc. are handled within 10 days of contract. Confirm PM visited job every week and communicates with Supt / Foreman daily.

11. SafetyReview project safety plan is in place & maintained. Make sure all required safety meetings held & documented for crews & subs.

12. Other Project IssuesReview and discuss any Customer or Contract issues, Disputes, Claims, Or Delays. Review any Manpower Or Management Issues. Review all Production, Labor, Equipment, Subcontractor Or Supplier Issues.

13. Project Close-OutReview project close-out, punch-list, warranty work, procedures & documentation.

WEEKLY PROJECT SUMMARY SCOREBOARDPM

Job Name: SUPTFORE

WEEK ENDING: CREW LABORFOREMAN

ESTIMATED

BUDGETED ACTUAL BUDGETED CREW + OVER +CREW % CREW HOURS (UNDER )

Job Name: PM/SUPT / FORE HOURS UNIT COMPLETE HOURS ACTUAL BUDGET

HOURS - - HOURS - - HOURS - - HOURS - - HOURS - - HOURS - -

TOTAL - HOURS - - -

Bonus Materials

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

Weekly Estimating & BIZ-Development MeetingWho: President, BIZ-Development, Marketing & Sales

Estimating & Pre-Construction Team

When: Weekly Monday AM In Office - 1 Hour

AGENDA - Review Estimating Workload, Bids, Estimates,BIZ-Development, Marketing & Sales Goals, Activities & Results

1. Review Sales, Proposal & Bid Tracking Schedule

- Review Incoming Projects To Bid / Propose / Estimate

- Bid / No Bid Decisions

- Review Current Jobs Estimating & Bidding

- Determine Bid & Proposal Follow-Up Activity

2. Review & Plan Future B-D & Sales Opportunities

3. Weekly Sales Calls & Customer Target Action Plans

4. Weekly Attack Plan For New Customer Targets

5. Review & Plan Upcoming Marketing Activities

6. Schedule Weekly Loyal Customer Activities

file: Hardhat BIZCOACH - BIZ-DEV Sales, Proposal & Bid Tracking

BIZ-DEV - SALES, PROPOSAL & BID TRACKING Follow-Up Action Plan

Customer Contact Phone Email Dates

POTENTIAL & FUTURE PROPOSALS & BIDS Project Location Amount Proposal Date Comments Responsible

PROPOSALS & BIDS IN PROGRESS Project Location Amount Proposal Date Comments Estimator

SUBMITTED PROPOSALS & BIDS FOLLOW-UP Project Location Amount Proposal Date Comments Responsible

ESTIMATING & BIZ-DEVSALES & MARKETING MEETING

Monthly BIZ-DEV Marketing & Sales Strategy MeetingWho: President, BIZ-Development, Marketing & Sales

Estimating & Pre-Construction Team

When: Weekly Monday AM In Office - 1 Hour

AGENDA - Review Marketing & Sales Activities

1. Marketing & Sales Plan

2. Customer Target Contact Activities

3. Marketing Activities Calendar & Planning

4. Attack Plan For New Customer Targets

5. Review & Plan Upcoming Marketing Activities

BIZ-DEV MARKETING & SALES ACTIVITY CALENDARJan Feb Mar April May June July Aug Sept Oct Nov Dec

Track & Improve BID-HIT RatioTrack By Job/Size/Location/Customer/Markup/Competition/LocationLead Generation ProgramReferral Generation Program

Customer Relationship BuildingSporting EventsCommuntiy ActivitiesF2F Relationship Building MeetingsClient Apprecitaion EventsLunch With Customers Take 1 Cust / Week

Customer EducationLunch & Learns Goal 1 / MonthPresentations @ EventsPanel DiscussionsField TripsDemonstrationsPower Point Slide Show - Laptop

NetworkingTradeshows - Display & BoothsAssociationsIndustry MeetingsIndustry EventsSponsorships

Marketing MaterialsImprove ProposalsUpdate PhotosUpdate BrochuresNiche BrochuresTips & GuidesArticlesThank-You'sTestimonialsPromotional ItemsHoliday GreetingsPersonalized GiftsEducational InformationCouponsReferral Program

ImageJob SignsTrucks & EquipmentUniforms

Mailings & Customer ContactsE-Mail Newsletter / BlastsHand Written ?NotesMailingsPostcardsDoor Hangers

Website & OnlineVideoYouTube ChannelUpdate WebsiteSEOTwitterFaceBookLinked-In

Advertising & PRDirectoriesHouzz / Angies List / Yellow Pages

Bonus Materials

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31

George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

Customer Project Start-Up Meeting- Train Your Customers How You Do Business!

- Be Pro-Active - Don’t Be A WIMP!

- Always Communicate The ‘Real Deal’

- Review Project Contract & Deadline Requirements

AGENDA - Review:

1. General Conditions & Project Requirements

2. Scope, Price, Budget. Allowances, Inclusions

3. Schedule Requirements, Notices & Delays

4. Change Orders, Approvals, Rates & Deadlines

5. Documentation & Notice Requirements

6. Claims & Disputes

7. Payment Procedures, Approvals & Deadlines

8. Submittals & Shop Drawings & Deadlines

9. Quality & Safety Requirements

10. Completion & Close-Out Requirements

Project Kick-Off Turn-Over Hand-Off Meeting Hand-Off From Estimating & Sales To Project Team

Who: Estimator, Project Manager & Division ManagerSuperintendent, Foreman & Project Administrator

AGENDA – Review & Discuss:

1. Proposal, Bid, Estimate, Scope, Inclusions & Exclusions

2. Contract Documents, Terms & Conditions: - Plans, Specifications, Addendas, RFIs & Documents

- Special Requirements, Insurance, Payment & Cash-Flow Issues - Permits, Permits, Inspections, Approvals, Tests & Certifications- Liquidated Damages, Contract Clauses, Submittals & As-Builts- Customer, Architect, Engineering, City & Inspector Issues- Schedule, Constructability, Safety & Quality Issues

3. Proposed Crew, Hours, Rates, Sizes, Duration & Production Rates

4. Proposed Equipment, Hours, Rates, Duration & Production Rates

5. Material Take-Off, Quantities, Pricing, Long Lead Items & Delivery

6. Proposed Subcontractors, Suppliers & Buy-Out Potential

7. Project Schedule, Milestone Critical Dates & Work Sequencing

8. Site Conditions, Mobilization, Staging, Logistics & Site Plan

9. Project Safety Plan & Issues

10. Review Opportunities To:- Improve Budget Estimate, Cost, Buy-Out & Completion Dates- Value-Engineering Or Alternatives To Save $$$- Maximize Change Orders & Potential RFIs- Identify Conflicts Or Discrepancies In Plans Or Scope

11. Set-Up Project Budget & Cost Codes For Time Cards- Adjust Bid Estimate To Real Project Budget- Adjust Crew Hours, Equipment Budget & General Conditions- Develop Project Time Card For Job Costing

12. Draft Project Start-Up Plan- General Conditions, Mobilization & Project Logistics Plan

13. Create Project Vision, Mission, Targets & Goals

14. Create First Draft Project Schedule- Review Project Schedule Requirements With Customer- Include Crew Manpower Loading Schedule- Include Equipment & Material Delivery Plan & Schedule

15. Superintendent & Foreman Draft Project Work Plan

16. Set-Up 2 to 4-Week Look-Ahead Schedule Template

17. Proposed Required Project Meetings & Calendar

18. Project Close-Out Requirements

Customer Weekly Project Meeting- Be Pro-Active! - Communicate ‘Real Deal’

- Assign Responsible Party For Agenda Items

- Meeting Led By Project Superintendent & PM

AGENDA:

1. Schedule, Progress, Milestones, Deadlines & Priorities

2. Manpower, Crew, Equipment & Materials Requirements

3. Field Coordination Issues, Problems & Needs

4. Approvals Required, Shop Drawings & Finishes

5. Permits & Inspections Required

6. Jobsite Management & Cleanup

7. Project Safety & Quality

8. Customer Relationships & Requests

PROJECT KICK-OFF & CUSTOMER MEETINGS

Bonus Materials

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

Weekly Construction Scorecard MeetingAll PM, GS, Supt & Foremen

Who: All PM, GS, Supt & ForemenWhen: Weekly - Office - 1 Hour

AGENDA – Review & Plan All Projects Under Construction:

1. Each Foreman Review RESULTS - Crew /Job SCORECARD:

- Weekly Production Actual Progress VS. Target

- Weekly Safety Goals, Issues & Requirements

- Weekly Production Goals, Targets & Priorities

- Weekly Schedule Goals & Targets - Review ‘Think-Ahead’

- Weekly Quality Goals & Targets

- Weekly TACTICS, Activities & Needs – L M E S Tools

2. Each Foreman Present Next Week Goals & Plans

3. Praise & Recognize Accomplishments

4. Provide Training On Upcoming Activities

5. Discuss Safety Concerns For Next Week

6. Turn In & Review Weekly Paperwork & Timecards

7. Review Any Company Issues

FIELD & CREW MEETINGS

All Field Crew Meeting - Quarterly

Who: All Company PM, GS, Supt, Foremen & Field Crews

When: Monthly In Office For 1 – 2 Hour

Agenda: Review All Field Production Accomplishments, Plans & Activities

1. Review Crew Production, Schedule, Results & Issues2. Praise & Recognize Crew Accomplishments 3. Set Monthly Production Goals & Targets - VISUAL4. Each Crew Leader Discuss Their Job Issues5. Provide Training On Upcoming Activities6. Safety Training

Daily Field Crew - Team Huddle-UpWho: Project Crew or TeamWhen: First Thing Every Morning Where: Jobsite - Stand In Circle For 5 Minutes

Agenda: Foreman / Supt Review With Crew:

1. Daily Safety Goals, Issues & Requirements2. Daily Production Goals, Targets & Priorities - VISUAL3. Daily Schedule Goals & Targets – Review ‘Think-Ahead’4. Daily Quality Goals & Targets5. Activities & Needs

- Labor, Material, Equipment, Tools & Subs (LMETS)6. Production Actual Progress 7. Tomorrow's Goals & Targets

Field Crew Weekly Strategy & SafetyMeeting - Monday Morning Quarterback

Who: Project Crew or TeamWhen: Every Monday Morning Where: Jobsite - Duration: 15 to 20 Minutes

Agenda: Review Plan & Tactics For Upcoming Week:

1. Review Last Week Crew Progress Achievements

2. Discuss Field Issues, Strategy, Logistics, Plans

3. Praise & Recognize Individual Accomplishments

4. Set Current & Next Week Goals & Targets - VISUAL- Safety Goals, Issues & Requirements- Production Goals, Targets & Priorities- Schedule Goals & Targets - Review ‘Think-Ahead’- Quality Goals & Targets

5. Activities & Needs- Labor, Material, Equipment, Tools, Supplies

- Subcontractors & Suppliers- Inspections, Tests

6. Safety Tool Box Talk

All Company Meeting- Quarterly / 6 Month / Annual- State Of The Union Meeting

Field Logistics Scheduling MeetingWho: Project Managers, General Supt & Equipment MgrWhen: Daily Or Weekly As Required

AGENDA - Organize Crews, Labor, Equipment,Materials, Deliveries & Tools & For All Jobs

Bonus Materials

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

PROJECT FIELD& CUSTOMER MEETINGS

Weekly - GC & SubcontractorsProject Field Coordination Meeting

Who: Project Manager, Superintendent & ForemenMandatory Attendance!

- All Subs & Suppliers on Job In Next 4 Weeks When: Weekly (Or Bi-Weekly On Small Projects) Where: Jobsite - Duration: 30 to 45 Minutes

AGENDA - Meeting Led By Project Supt & PM

1. Schedule, Progress, Milestones, Deadlines & Priorities2. Manpower, Crew, Equipment & Materials Required3. Field Coordination Issues, Problems & Needs4. Approvals Required, Shop Drawings & Finishes5. Permits & Inspections Required6. Jobsite Management & Cleanup7. Project Safety & Quality8. Customer Relationships & Requests

Project Field Start-Up Meeting - GC & SubsWho: Project Manager, Superintendent & Foremen

Every Subcontractor & Major SupplierWhen: Before Project Starts Where: Jobsite Duration: 45 to 60 Minutes

Agenda - Led by Project Supt & PM

1. Review Project Goals & Objectives2. Issue ALL Subcontracts Before Start Job3. Issue approved Plans & Specifications4. Issue & Review Project Schedule & Milestones

- Discuss Long Lead Items, Approvals, Anticipated Problems & Coordination Issues

5. Quality Requirements6. Customer Satisfaction Requirements 7. Job Rules, Safety Requirements, Clean-Up, Etc.8. Permits, Licenses & Special Inspections9. Contract Requirements & Procedures:

- Required Notices & Approvals- Shop Drawings & Submittal Deadlines- Payment Procedures- Insurance Requirements- Authorized Personnel- Change Orders, Claims & Disputes

Pro-Active Customer Relationship MeetingsPre- Award Contract Review Meeting With Customer1. Establish Clear Project Expectations2. Review Contract, Price, Terms & Alternates3. Plans, Documents, Scope, Inclusions & Exclusions4. Change Order Rates & Procedures5. Payment, Insurance & Bonding Requirements6. Schedule, Milestones, Phases & Manpower Required7. Completion & Close-Out Requirements

Pre-Project Onsite Customer Meeting To Review:1. Clear Project Expectations & Goals2. Documentation Requirements3. Claims, Disputes, Delays & Back-Charge Process4. Payment Procedures, Requirements & Deadlines5. Communication, Approval Process & Deadlines6. Change Order Process, Terms, Mark-Up & Rates7. Shop Drawings, Approval Process & Deadlines8. Schedule, Milestones, Phases & Manpower Required9. Permits, Inspections, Tests & Certifications10. Punch-List & Clean-Up Requirements11. Close-Out Requirements

Regular Project Team Communication With Customer1. Meet When Arrive On Jobsite2. Weekly Punch-List Walk-Thru3. Job Walk With Customer Prior To Move Off @ Phases4. Punch-List Job Walk With Cust. Prior To Move-Off

Regular Owner Communication With Customer1. Pre-Project Onsite Meeting to Share Goals2. Mid-Project Onsite Meeting To Review Progress3. Pre-Completion Meeting - Review Results & Close-Out

Bonus Materials

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34

George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

Project Team Accountabilities & Responsibilities PM PA GS S F

1. Track & Review Job Cost Production Hour Scorecard Weekly With Supt / Foreman

2. Negotiate, Procure & Execute All Subcontracts & Material Orders Within 2-3 Wks. Of Job Start

3. Notify Customers & Get Change Orders Approved In Writing Prior To Starting Work

4. Submit All Formal Change Order Requests Within 7 Days Of Change Including Time Delays

5. Create List Of Required Submittals & Shop Drawings @ Job Start-Up

6. Coordinate, Submit & Get All Required Submittals & Shop Drawings Approved - First 30 Days

7. Download All Plans & Revisions & Transmit To Project Team, Field & All Subcontractors Weekly

8. Prepare 2 - 4 Week Look-Ahead Schedule & Review With Project Manager Weekly

9. Prepare & Update Project Schedule & Transmit to Customer, Field & Subcontractor Bi-Weekly

10. Hold & Run Or Attend Weekly Onsite Field Coordination Meeting With All Subcontractors

11. Hold & Conduct Weekly Crew Huddle Meeting - Review Job Goals & Crew Production Scorecard

12. Review & Approve Weekly All Field Timecards & Job Invoices & Make Sure Correct Cost Codes

13. Prepare Update Job Cost Report Monthly By 10th With Accurate Cost To Complete & Final Cost

14. Attend Pre-Job Start-Up Turn-Over Hand-Off Meeting Prior To Starting Job

15. Submit Accurate Monthly Project Invoice To Customer By Contract Deadline Or Month End

16. Communicate Daily With Field Foreman & Superintendent

17. Visit All Projects Weekly & Meet With Superintendent & Foreman

18. Prepare Weekly Project Punch-List, Quality Control, Clean-Up & Safety Inspection Report

19. Get Change Order And T & M Rates Approved Prior To Starting Project.

20. Update Overall Project Schedule Every 2 Weeks

21. Meet Project Owner Prior To Job Start, Mid & Post Job To Discuss Goals, Performance & Team

22. Meet With Const VP/GM/Sr.PM Monthly For Project Review Meeting & Job Cost Update

23. Approve All Project Invoices & Time Cards Weekly With Accurate Cost Codes

24. Manage Quality Control To Ensure Zero Call-Backs & Punchlist Items

25.

Bonus Materials

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

PERFORMANCE RATING SCORECARD

Job Name

Contract Compl Date

Completion Date

Schedule Completion

On-Time Paperwork

Punchlist Call-Backs Safety

Manhour Budget

Equipt Budget

Change Orders

Smith Buildings 7/12/19 7/1/2019 Excellent A B A A A AAcme Warehouse 8/1/19 9/5/19 Bad C A C B B CABC Center 8/15/19 8/10/19 Excellent A D B A B BWarner Plaza 9/20/19 10/10/19 Poor C A F C D FCity Center Building 10/15/19 10/16/19 Good B B A B B A

Outstanding

Acceptable

Needs Improvem

CORE VALUES & BIZ-PRINCIPLES + - Notes & Comments

Positive 'Can-Do' 'Get-It-Done' AttitudeHonesty & Integrity - Do What's Right For CompanyWilling To Improve & ChangeTeam PlayerAccountable & Responsible To Achieve Results

RESULTS ACCOUNTABLE FOR + - Notes & Comments

Meet Budget GoalsMeet General Conditions BudgetMeet Schedule GoalsMeet Production Goals - Labor & EquipmentMeet Quality & Workmanship GoalsCustomer SatisfactionMeet Contract Conformance GoalsMeet Safety Goals

RESPONSIBLE TO PERFORM - Tasks & Deadlines + - Notes & Comments

Provide Pro-Active Positive Team Leadership & Motivation Push & Coordinate Schedule To Finish On Or Ahead of SchedulePro-Active Jobsite ManagementManage & Push Subcontractors & Their Workmanship

Update Field Production Quantities WeeklyLook Ahead Schedules - Accurate, Complete & On-Time WeeklyProper Documentation & Complete Required Paperwork Turn In Daily Logs - Complete, Detailed & On-TimeGood Communications With Project Manager / Office / SupervisorPositive Communications With CustomerChange Order Management

Hold Required Project Subcontractor Field Meetings WeeklyHold Daily Crew Huddle-Up MeetingsSafety Management With No AccidentsHold Weekly Crew Safety MeetingsWeekly Jobsite Safety Walk-Thru & ReportTrain Crew & Crew Members To Move Up To LeadershipNo Call Backs Or Extended Punchlist

Follow Company & Project Rules, Policies & Procedures

TOTAL 0 0 0

Additional Comments: + -

Employee Review Scorecard

PROJECT

Bonus Materials

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36

George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

NEW EMPLOYEE ONBOARDING - 1BEFORE EMPLOYEE START DATEo Call employee to confirm - Start date, time, place, parking, vehicle, dress code, etc. o Identify computer needs and requirements. o Provide name of onboarding buddy.o Prepare employee’s calendar for first two weeks. o Plan employee’s first assignment. o Email company of new hire. Include start date, employee’s role and bio. o Set up meetings with critical people for employee’s first few weeks. o Select the buddy. Meet with buddy and provide suggestions and tips.o Arrange for lunch with you &/or buddy for first day and during first week.o Arrange for a tour of office, shop, yard, jobsites.

Work Environmento Put together welcome packet - Company vision & core values.

o Job description, welcome letter, contacts, phone listso Clean work area and set up cube/office space with supplies.o Order business cards & uniforms. o Add employee to relevant email lists.o Order technology equipment (computer, printer, iPad) and software.o Contact IT to have the system set up in advance. o Arrange for phone / cell phone / internet installation.

1st DAY - Schedule, Job Duties & Expectationso Greet employee on the first day & introduce everyoneo Introduce employee to buddy. o Clarify first week’s schedule and confirm required training. o Provide overview of company

o Structure, vision, mission, core values, goals & standardso Work type, market, customers, etc.

o Review Employee / Company Manual, Information & Brochureo Review expectations, job description, duties, accountabilities, responsibilities, etc.o Review company systems, guidelines, structure, chain of command, levels of authority. o Explain training ladder requirementso Describe how employee’s job fits into overall company, department, interaction, teamwork, etc. o Review work hours, lunch, holidays, vacation, time off, PTO, approvals, attire, payday, timecard, policies, etc.o Explain policies for overtime, vacation and sick time, holidays, expenses, gas, mileage, etc. o Take employee on tour of office, shop, yard, equipment, jobsites, customers, etc. o Take employee to lunch.

Work Environmento Give employee keys and building access.o Remind employee to complete tasks on New Hire paperwork.o Provide company, job safety and emergency information.o Provide information - set up voicemail, cell phone, tablet, computer, wifi, supplies o Give business cards

Indoctrinate RIGHT!o 50% of All Turn-Over Occur in 1st 30 Days

Crucial Hours - 1st 2- 4 Hours on Job

Crucial Days - 1st 2 - 3 Days

o Assign Buddy

o Logistics, Times, Eat, Attire, Payday, etc

o Tour Office / Jobs / Equipment / Customers

o Introductions

o Uniforms

o Business Cards

o Review Employee / Company Manual

o Company Guidelines & Systems

o Give Company Information & Brochures

o Training & Safety LADDER

Bonus Materials

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

NEW EMPLOYEE ONBOARDING - 2

1st WEEK - Schedule, Job Duties & Expectationso Give employee initial assignment. (Make it something small and doable.)o Debrief employee after attend initial meetings, training, and begins work on initial assignment. o Also touch base each day. o Provide additional information about the company to increase understanding of purpose, goal, and initiatives. o Explain the annual performance review and goal-setting process.o Review the process related to the probationary period. o Ensure employee has fully functioning computer and systems and understands how to use them.

1st MONTH - Schedule, Job Duties & Expectationso Schedule and conduct regular one-on-one meetings. o Continue to provide timely, on-going, meaningful everyday feedback.o Elicit feedback from employee and be available to answer questions. o Explain performance management process and compensation system. o Discuss performance and professional development goals. o Give employee additional assignments. o Continue introducing employee to key people and bring to relevant events, sales & job meetings.o Meet with employee and buddy to review first weeks and answer questions. o Ensure employee is signed up for necessary training.

1st 3 MONTHS - Schedule, Job Duties & Expectationso Continue having regularly occurring one-on-one meetings.o Meet for informal three-month performance check-in. o Continue giving employee assignments that are challenging yet doable.o Create written performance goals and professional development goals. o Have employee “shadow” you at meetings to get exposure to others and learn more about company & customers.o Have a check-in with employee & buddy. o Take employee lunch & have informal conversation about how things are going.o Ask if needed training is completed. o Provide information about continued learning opportunities

1st 6 MONTHSo Conduct six-month performance review. o Review progress on performance goals and professional development goals. o Create an opportunity for employee to attend or be involved in an other company activities. o Meet with employee and buddy to discuss how things went and what else would be helpful for employee.

1st YEAR o Celebrate successes and recognition of employee’s contributions. o Continue providing regular informal feedback; provide formal feedback during the annual review process.o Have a conversation with employee about experience to date:o Begin discussing the year ahead. o Talk about accepting additional responsibilities, roles & promotions

Bonus Materials

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

Winning Strategy To ATTRACT & Hire Great People!1. Define Clear Position Descriptions

- ACCOUNTABILITIES = RESULTS Accountable For

- RESPONSIBILITIES = TASKS Responsible To Do With Deadlines

- Decide Talent, Skills & Competencies

- Define Clear Core Values & BIZ-Principles

2. Decide What POSITIONS You Need To Fill

- Assign Player To Every Position

3. Analyze What PLAYERS You Need To Hire Or Replace

- Rate Existing Talent – A – B – C ? - Are They Team Players With The Right Attitude?

- Are They Willing To Grow, Take On More Responsibility, Change Or Improve?

- Are They Living Our Core Values?

- Are The Right Players In The Right Positions?

- Do We Need To Replace, Add , Leverage Or Find New Players?

- Language Barrier?

4. Pay Top Dollar & Above Market To Attract “A” Players

- Pay & Full Benefits

- Flex-Time / Part Time

5. HIRE & SEEK:

- TALENT , Intelligence & Full Charge Experience

- Potential To Perform , Achieve Results & Win

- Consistent, Responsible, Loyal & Determined

- Competitive, Commitment & Willingness

- Motivated Team Player With A Positive Winning Attitude

- Willingness To Improve, Learn & Implement Technology

6. Make Recruitment A TOP PRIORITY

Position Accountabilities / Results Responsibilities / Tasks

CC4655.jpgBonus

Materials

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39

George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

Develop A Winning Recruiting System To ATTRACT Great Players!1. Assign Hiring Coordinator / Recruiter

- Keep Recruitment File

- Know Competitor’s Pay Scales & Benefits

- Manage Recruitment Program

- Place Ads

- Initial Resume Sorting & Screen Applicants

- Schedule Interview Appointments With Supervisors

2. Place Compelling Ads In All The Right Places- Online

- Job Signs & Truck Signs

- Multi - Language

3. Decide RECRUITING IS a Part of Everyone’s Job - Recruiting Business Cards

- Promote & Reward Recruiting Accomplishments

4. Pay for Referrals- Use Professional Recruiters

- Referral Incentive Program

- Signing Bonus

- New Employee Retention Bonus

- Subcontractor / Supplier / Customer Referral Program

5. Make It EASY To Attract Recruits- Standard Call # & Voice Mail

- Screen Applicants On Phone First

- Convenient Time

- Easy Application

- Photo

6. Develop Talent Outreach Program- Offer Seminars

- Get Involved @ HIGH SCHOOLS & Trade Schools- Summer Jobs- Part Time Jobs - Craft Training

Initial 10 Minute Phone Screening Interview1. What kind of Position are you looking for?

2. What Is the Basic Range of your Salary Package, Benefits & Vehicle Requirements? & Past 3 Years Salary?

3. We Drug Test & Do Background Checks on All Employees – OK?

4. What are your Career Goals? Where do you want to be in 3 to 5 years?

5. Tell me about your Last 3 Jobs, Positions & Companies you worked for. - Did you Like what you were doing? - Didn’t Like?

6. Who were your Last 3 to 5 Bosses? - Name & Phone #? - Did you like them and get along?

7. When I call your previous Bosses - How would they Rate your Performance on a Scale 1 – 10 when I talk to them?

8. What are you very good at Professionally? - Give me some examples.

9. Tell me about your Technical Skills, Computer Skills, Software, Safety Records, etc.

10. What Don’t you Like Doing, Aren’t Good At, Or Not Interested In Doing @ Your Job? - Give Me Examples / Explain

11. Did you ever Play Team Sports in High School? • Tell me about the Experience & your Team. • Were you a Team Player? • Did you Get Along with the Other Players?• Did you Like the Coach? - Did you Get Along?

Now It’s Your Turn – Any Questions?

OK - We Will Review Our Conversation, Check References & Set Up An In-Person Interview @ Office Or Jobsite

ALWAYS Check References! - Google / Face Book / Linked In / etc.

HIRING

Bonus Materials

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40

George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen

BIZ-BUILDER BOOT CAMPYou’re Invited To Attend A2 ½ Day BIZ-BUILDER Boot Camp Action Plan Workshop!

Can you WIN without a great coach?George has a limited number of BIZCOACH spots available for BIZ-Owners who want to get their BIZ to work! Make the right decisions by working closely with George to increase sales, develop a strong management team, make more $$$, get systemized & improve your BIZ-Model.

Strategic BIZ PlanningReady to take your BIZ to the next level?

Let George work with you & your management team to facilitate your Strategic Planning process or retreat. Build your BIZ-PLAN, draft a BIZ-BUILDER BLUEPRINT, set goals and implement action steps to achieve the bottom-line results you want.

Stop trying to run your BIZ alone! Qualified construction BIZ-Owners are invited to join an ongoing BIZGROUP. Meet twice a year with like-minded executives for accountability, to learn from others, solve problems, get input and advice, share best BIZ-Practices, develop relationships and have fun!

“Let’s talk about buildingyour construction BIZ!”

George HedleyProfessional Speaker• Conventions• Keynote Speeches• Workshops• Seminars• Management Retreats• Customer Conferences• Company Meetings• Training

Email GeorgeTo Help Your BIZ Grow, Profit &

Build A Strong Management Team!

Join An Ongoing Mastermind BIZGROUP

Page 41: Workbook For All 9 Modules - Hardhat BIZSCHOOLhardhatbizschool.com/wp-content/uploads/2019/04/LeadManageSup… · His BIZ-Building Programs include topics on: Building Sales, Profits,

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George Hedley CSP CPBC Hardhat BIZCOACH BIZSCHOOLHardhat BIZGROUP [email protected]

How To Lead, Manage, Supervise & Coach A Winning Team!- For Owners, Managers, Supervisors & Foremen


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