Manager

Technician

Entrepreneur

“JOB MANAGEMENT” means starting with planning and comparing it to expected results

PLANNING ORGANIZING IMPLEMENTATION EXECUTION EVALUATION

PLANNING is looking at the big picture and then breaking it down into small steps

ORGANIZING breaking down what you have planned into little parts.

IMPLEMENTATION - bring the right products, people and things together on the job site at the right time in the right order.

EXECUTION is doing it right the first time

Critical Factor Check lists

EVALUATION – is studying what happened – did it go as planning or do you need to adjust, reorganize and redo.

If you follow these 5 rules of management you will succeed!

Processes

MAKE A NOTE -Processes once perfected do not

fail

It’s people who fail

A good manager gets the people to follow the process

Breaking the job into STEPS is the key to success

The steps must be: Small Steps- what kind of screws, what

kind of caulking

Well Defined –Executable “doable”

Tell them , then you show them, then they do it, then you evaluate it.

Measurable (Standards)

Evaluated

Repeatable

Small

Well defined

Executable

Measurable

Evaluated

Repeatable

Processes once perfected do not fail

It’s people who fail

A good manager gets the people to follow the process

It’s up to you to set your standards Once in place they should never change

STANDARD

UPPER LIMIT

LOWER LIMIT

When we return:STANDARDS

1. Financial Accuracy – Most of the steps happen here

2. Mechanical Accuracy

3. Fabrication Accuracy

4. Customer Preparation

5. Loading the truck

6. Job site arrival

7. Setup

8. Removal (Tear out)

9. Preparation

10. Staging Products and Materials

11. The Actual Installation

12. Cleanup

13. Sign off

14. Departure

15. Completion - When is the job finished?

16. Customer Relations

1. Financial Accuracy –

A Job Should Be Priced Right On The Front End!!!

The Estimate Must Be Accurate

Take A Historical Look At Your Work

2. Mechanical Accuracy

Did you measure the job correctly?

Do your dimensions reconcile?

3. Fabrication Accuracy

4. Customer Preparation – Educate the customer on their expectations

Set the customers expectation about the people doing the work.

1. Financial Accuracy

2. Mechanical Accuracy

3. Fabrication Accuracy

4. Customer Preparation Most of the mistakes happen here

CHECK LISTS

They define how you do your work

WHY CHECKLISTS? They outline and detail processes They eliminate mistakes They let your employees in on your

expectations They will help you make money

Appliance Checklist Cabinet Order Checklist Fixtures and Fittings Checklist Jobsite Checklist Loading the truck checklist Final inspection check list Driving away checklist

Installers need informationThe SIX W’sWhoWhat When WhereWhyHow

Sales OrderOrder Sheets*Notes from Sales MeetingClient Survey FormInstallation ScheduleJob work orderJob drawingsProduction schedulesTemplates

It’s better to have it and not need it

than to need it and not have it.

It is the responsibility of the field technician to have the information on the job

Having all the information and following itAll the documents ChecklistsStandards

If you do this you will install the cabinets right the first time

You will meet your production schedule

will make your customer happy

Happy customers write checks

Do your installers know what their job is?

Is it to install cabinets?

No, it’s to correctly and profitably install the cabinets to the customers expectations.

Load the Truck the Day Before the Job not the Day of the Job Checklist #1 Materials common to

every job Job site protection Safety Materials Tools Work support structures If you have multiple vehicles set them up

identically

Checklist #2 Job Materials All the paperwork All the templates The customers materials

(use color coding)

Check the cabinets for accuracy If you are delivering countertops check them

against the templates

Make Sure the Vehicle and the load are secure and protected

Drive Safely to the Job Site

When you get to the job site you transition from the person who loaded the truck to a Field Technician

Show your professionalism

Show respect for the customer

Cabinet Installer?Field TechnicianField Superintendent

IMAGEUniformsTrucksSite SignSubs – Require them to wear your shirt w/ logo

Tell the customer you are there – call them

Assume Control

Commercial Job Site

Don’t discuss the aesthetics of the job with the customer

Check Paperwork Look over the jobsite Talk to the customer – has anything

changed? Are we parked correctly Protect the outside work area Protect vehicles – Everything we do

makes dust Flooring protection - Don’t forget the

pathway to the site

Is your truck dripping oil? Dust control – Doorways, Isolate the room,

shut down HVAC vents and returns. Use V-32 Laminate against tall cabinets

when installing countertops Protect the customers valuables

HAVE THE CUSTOMER MOVE THEM

Turn off and disconnect gas, electric and water

Shutoff valves

Refer to “How to Install Kitchen Cabinets”

Verify all dimensions Find a place to stage the cabinets in the

order you will install them Think about how you will maneuver

cabinets and countertops into the design space

After cabinets are installed place the countertop template on the cabinets for fit

Refer to “How to Install Kitchen Cabinets” Install the cabinets Install the splashes Install the countertops Install the appliances Caulk (Silicone) Inspect for problems – Stand back and

look at things!!

PUSH CAULKING Rule #1 I can always add more Rule #2 Small hole (paper clip) cut

straight across Rule #3 Hold gun at a 45 angle and

push forward Rule #4 Don’t let the caulking roll

around the nozzle

Countertop touches backsplash – Silicone

Backsplash touches wall – Siliconized Latex

Never say “We will leave it cleaner than we find it”

Broom Clean

Make sure the customer knows what to expect

Get finished Job Photo Field Technicians Check List If you have to return, schedule the date NOW

Ignorance breeds fearFear breeds angerThe more a customer knows the less fearful

they areThe less fearful they are the less angry they

get

Care and Use Education Warranties Care Instructions Colors and Brands Leave behinds – repair pieces, cleaning

products, touchup kit, etc. Leave a sales brochure Get the check

Let the customer know that you are leaving

Drive safely

Go back to the shop, clean out the vehicle, restock it.

Debriefing What went well What could we have done better

Load the vehicle for tomorrow

1. Financial Accuracy – Most of the steps happen here2. Mechanical Accuracy3. Fabrication Accuracy4. Customer Preparation5. Loading the truck6. Job site arrival7. Setup8. Removal (Tear out)9. Preparation10. Staging Products and Materials11. The Actual Installation12. Cleanup13. Sign off14. Departure15. Completion When is the job finished?16. Customer Relations

Step 1 Step 2 Step 3 Step 4 Step 16

80% of the mistakes happen here!

Pre-Conference Checklist

1. What hours can we work?2. What days can we work?3. What areas of the home do we

need special permission to enter?4. Where is your security alarm

system?5. Can we use a lockbox system

during your project?

If the home has wireless connectivity, may we have access to your wireless network? If not, is there a high speed internet line available in the work zone?

Regarding Children: What is their daily schedule, who is responsible for them if they return home when parents are working?

Are there any pet considerations? Are there any neighbor concerns? Where can we drop/store deliveries,

notably the cabinets and/or crated, oversized bathroom fixtures?

Where can we place the trash?

Where can we place the portable toilet? (Or which of your bathrooms can we use?)

Where can we park our vehicles?

Where can we post our company site sign?

Where are your utilities? (gas, electric, septic, communications)?

What furniture or shrubbery needs to be removed? Who is responsible for moving it?

What hours can we call you, and what number should we use (home, work, cell, other)?

How often do you want us to meet with/contact you?

Do you understand our request that no family member or other unauthorized individuals spend time in the work zone, and that all communication is best maintained between the designer or other appointed responsible project manager and you or your representative?

Drop cloths should always be used from the agreed-to entry to the construction site.

Protective floor covering, covers for bathtubs, drapes to cover cabinets and plywood/cardboard coverings for finished countertops should always be in-place so no new or existing material becomes a landing surface for tools, etc.

See through plastic sheeting or specially designed dust barriers for doorways, passageways and room dividers are a must. Door systems specifically designed with zipper closure systems are much better than haphazardly taped sheets of plastic.

The client must move all of the belongings to a temporary storage area that does not interfere with the staging area, the trash collection area, or worksite.

Where and how trash will be collected is an important decision. If a trash container is ordered, where will it be placed? And are there any community regulations about its location on the property?

Who is responsible for moving and storing precious possessions (the grand piano or art collection) adjacent to the kitchen or bath?

Where will the temporary kitchen, or closet, be set up? Successful designers often provide special equipment for their clients, such as:

Rolling hanging racks to create temporary closets in adjacent spaces when master bath suites/closets are worked on.

Portable tables, microwave oven and “on-loan” freestanding refrigerator to assist the client in setting up a temporary kitchen.

Plastic bins (clear preferably) for the client to store their kitchen or laundry/cleaning equipment.