Project Management
Course goal
Our goal in this course is to teach you the best residential construction Project Management 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 in the industry.
Session 1
Welcome and Overview
Agenda
Welcome/Intro to HELM
Goals of Course
Land Acknowledgement
Participant Introductions
Handoff from Pre-Con to Construction
Project Management Checklist
Start / Stop / Change
Supplemental Learning
tbd
Resources
Session 1 Slides
Session 1 Video
Pre-Con, PM & Lead, Tasks Checklist (Google Sheet shared as “view only”. Make a copy to edit)
Session 2
Tracking a Project's Costs & Change Orders
Agenda
Budget Responsibilities
At Regular Meetings w/Owner Review:
Overall Job Cost Analysis
Invoices
Change Orders When
When & How to Issue Change Orders
Start, Stop, Change
Supplemental Learning
tbd
Resources
Session 2 Slides
Session 2 Video
Session 3
Scheduling Changes, Communications with the Site Supervisor
Agenda
Scheduling, Tips and Tricks
What goes into a schedule? 3 categories
Scheduling best practices (using predecessors & adding flexibility).
When schedules need to change
PMs tasks with schedule
Types of Schedules
Start / Stop / Change
Supplemental Learning
tbd
Resources
Session 3 Slides
Session 3 Video
Reap the Bottom-Line Benefits of Active Job Costing by Doug Phelps
Session 4
Keeping Your Projects on Track Through Close Out
Agenda
Close out process w/Client
Punchlist
Warranty
Owner's manual
Photos/gift/eval. meeting
Close out process w/Team
Evaluation
Post-Mortem
Start / Stop / Change
2026 Course Lineup
Training Feedback Survey
Supplemental Learning
tbd
Resources
Session 4 Slides
Session 4 Video