Fundamentals of

Pre-Construction & Project Management

Course goal

Our goal in this course is to teach you the best residential construction Project Management and Estimating practices we know. With a new (or renewed) foundation of these skills we hope you end the course with more confidence in your work, access to new tools, and a network of other emerging project managers and estimators in the industry.

To do before Session 1:

  • Come prepared to discuss your biggest challenges when it comes to Project Management and/or the Pre-Construction Phase.

Session 1

Welcome and Orientation

Slides

Recording

Agenda

  • Welcome/Intro to HELM

  • Goals of Course

  • Land Acknowledgement

  • Participant Introductions

  • Pre-Construction, and what a Project Manager Does During Pre-Construction

Related Documents

Homework for Session 2

  • Complete this Pre-Construction Survey

  • Review the sample project (bathroom) Design Development (DD) plans. Imagine that your job is to estimate this project. Come to Session 2 prepared to share how you would approach this estimate and your first few steps.

Session 2

Estimating Basics and Cost Codes

Slides

Recording

Agenda

  • Review Homework

  • Approach to Sample

  • HELM’s Approach to Estimating

  • Sample Estimate HELM’s Version of the Bathroom Estimate

  • Questions

Related Documents

Homework for Session 3

Determine three tools/methodologies to implement in your next estimate or discuss with your team.

Session 3

Cost Interventions and Presenting Estimates to a Client

Slides

Recording

Agenda

  • Homework review and questions

  • Timeline

  • Budgeting and Estimating Your Pre-Con Time

  • SD Estimate Ranges.

    • Need for historic data

    • Preliminary budgets for renovations/no historical data

  • Markup and Pay Rates with taxes

  • Presenting Deliverables to Clients

Homework for Session 4

Create a Schematic Design (SD) budget using the HELM Estimating Sheets tab (“SD Budget”) for any project from your company (current, future or past).

  • Make a new copy of the template we shared with you & rename it.

  • Create a link to the project plans on the SD Budget tab.

  • “Share” (via Google Drive) with tia@buildhelm.com, tj@buildhelm.com and kath@buildhelm.com

Session 4

Contracts, Kickoffs & Pre-Mortems

Slides

Recording

Agenda

  • Review Homework

  • Contract Essentials

  • Project Pre-mortem

  • Project Kick Off

Related Documents