Stay Out Of Trouble

Develops a process, mindset and comfort level with project financial management that enables participants to better meet the needs of clients.  Addresses needs of project people, clients and company profitability.  Begins at the very start of the project and continues through to successful completion.  Concentrates on the what, when, where, who, why and how of performing on time and on budget.  This training program will arm participants with skills to assess and win work, improve pricing, communicate with client and peers, positively start projects, track and report project progress, timely bill and collect, complete changes while building relationships with clients and successfully manage all size projects.

Numerous real-life experiences and case studies are used to teach and bring to light the principles taught.  Sessions are highly interactive with active learning occurring throughout.


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10 Ways to Stay Out of Trouble Flyer


 

 

TRAINING PROGRAM COMPONENTS FOR STAYING OUT OF TROUBLE

COMMUNICATIONS
Studies, facts & findings, improving, perception gaps, ways to differentiate, exercises

GO/NO-GO DECISIONS
Where to obtain data, rewards & consequences, tools for better decisions, aligning with business strategy, case study

PRICING YOUR SERVICES
Alternative methods, answering objections, negotiating, differentiating, project profitability, case study

CONTRACTING & INSURANCE
Setting the stage for success, scope of work, deposits, retainers, addressing “pay when paid” & retainage clauses, case study

PROJECT SET-UP
The importance of properly setting up projects, tracking systems, schedules & other tools to properly manage the project

KICK-OFF MEETINGS
Key to a successful project & understanding client, address the who, what, when, where, why & how, case study

PROJECT FINANCIAL MANAGEMENT SYSTEMS
Successfully using your system, revenue & cost recognition triggers, reading & understanding financial reports, role of computer systems, software alternatives, exercise

BILLING & COLLECTING
Importance of cash, ways to accomplish painlessly, methods to maximize cash flow, issues affecting payment, case study

Link to A/R White Pages (from Billing & Collecting page)

CONTRACT CHANGES
Proactively managing, alleviating negative reactions, documenting, case study

PROJECT APPROPRIATE MANAGEMENT
How to manage small projects vs. large projects, exercise

CUSTOMIZING OPTIONS

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relating to this training program