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Managing the Emotional Homeowner JANUARY 21, 2015 || 10 – 11:00 AM Presenter(s): David Lupberger || David Lupberger & Associates, Boulder, CO

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Page 1: Managing the Emotional Homeowner€¦ · Drywall Sanding “Last Door Knob ... 1-6 Months. TIMELINE. MOOD LEVEL % Heating . Plumbing. Electrical. Rough-ins. Bills for Extras. Insulation

Managing the Emotional HomeownerJANUARY 21, 2015 || 10 – 11:00 AM

Presenter(s): David Lupberger || David Lupberger & Associates, Boulder, CO

Page 2: Managing the Emotional Homeowner€¦ · Drywall Sanding “Last Door Knob ... 1-6 Months. TIMELINE. MOOD LEVEL % Heating . Plumbing. Electrical. Rough-ins. Bills for Extras. Insulation

THE FAR SIDEBy GARY LARSON

© UNIVERSAL PRESS SYNDICATE.Reprinted with permission.All rights reserved.

Suddenly, a heated exchange took place between the king and the moat contractor.

Page 3: Managing the Emotional Homeowner€¦ · Drywall Sanding “Last Door Knob ... 1-6 Months. TIMELINE. MOOD LEVEL % Heating . Plumbing. Electrical. Rough-ins. Bills for Extras. Insulation
Page 4: Managing the Emotional Homeowner€¦ · Drywall Sanding “Last Door Knob ... 1-6 Months. TIMELINE. MOOD LEVEL % Heating . Plumbing. Electrical. Rough-ins. Bills for Extras. Insulation

The Homeowner’s Financialand Emotional Investment:

1. Their home is usually their biggest investment.

2. Their home is a reflection of “who they are.”

Page 5: Managing the Emotional Homeowner€¦ · Drywall Sanding “Last Door Knob ... 1-6 Months. TIMELINE. MOOD LEVEL % Heating . Plumbing. Electrical. Rough-ins. Bills for Extras. Insulation

Homeowners are scared of custom building:1. Crooks2. Money3. Disappointment4. Disruption5. Loss of Control

Page 6: Managing the Emotional Homeowner€¦ · Drywall Sanding “Last Door Knob ... 1-6 Months. TIMELINE. MOOD LEVEL % Heating . Plumbing. Electrical. Rough-ins. Bills for Extras. Insulation

A Time of High AnxietyFinancial StressEmotional Stress

DependencyMarital Stress

Page 7: Managing the Emotional Homeowner€¦ · Drywall Sanding “Last Door Knob ... 1-6 Months. TIMELINE. MOOD LEVEL % Heating . Plumbing. Electrical. Rough-ins. Bills for Extras. Insulation

You must put yourself in the homeowner’s shoes.

-Their thoughtsTheir feelings

Page 8: Managing the Emotional Homeowner€¦ · Drywall Sanding “Last Door Knob ... 1-6 Months. TIMELINE. MOOD LEVEL % Heating . Plumbing. Electrical. Rough-ins. Bills for Extras. Insulation

0

25

50

75

100

125

1st

2nd

3rd 4th

5th

6th

The Homeowner’s Emotional Roller Coaster

Months of ConstructionPre-Construction

Des

ign

Dem

oliti

on

Foot

ings

Rou

gh

Fram

ing

Roo

f Dec

k

Win

dow

s

Working Drawings

Bids

Contract Siding

Drywall Sanding

“Last Door Knob”

Flooring

Finished Electrical

Plumbing Fixtures

Painting

Tile

Trim & Cabinets

PARTY

FINAL HIGH

& MOVE IN!

1-6 Months

TIMELINE

MO

OD

LE

VE

L % Heating

Plumbing

Electrical

Bills for ExtrasRough-ins

Insulation

Drywall Hung

David Lupberger

Page 9: Managing the Emotional Homeowner€¦ · Drywall Sanding “Last Door Knob ... 1-6 Months. TIMELINE. MOOD LEVEL % Heating . Plumbing. Electrical. Rough-ins. Bills for Extras. Insulation

The 4 Elements of Trust:

ConsistencyHonesty

Promise KeepingReassurance

Page 10: Managing the Emotional Homeowner€¦ · Drywall Sanding “Last Door Knob ... 1-6 Months. TIMELINE. MOOD LEVEL % Heating . Plumbing. Electrical. Rough-ins. Bills for Extras. Insulation

$1,000 TipsSimple

Documentation

Page 11: Managing the Emotional Homeowner€¦ · Drywall Sanding “Last Door Knob ... 1-6 Months. TIMELINE. MOOD LEVEL % Heating . Plumbing. Electrical. Rough-ins. Bills for Extras. Insulation

Manage the Process

- The Carbonless Memo Form- Weekly Progress Meetings- The Homeowner Notebook- Onsite Job Book- A Documented Schedule- Trade contractor meetings

Page 12: Managing the Emotional Homeowner€¦ · Drywall Sanding “Last Door Knob ... 1-6 Months. TIMELINE. MOOD LEVEL % Heating . Plumbing. Electrical. Rough-ins. Bills for Extras. Insulation

The Carbonless Memo Form- Name- Date- Meeting type- Present- Action item- Person responsible- Deadline

Page 13: Managing the Emotional Homeowner€¦ · Drywall Sanding “Last Door Knob ... 1-6 Months. TIMELINE. MOOD LEVEL % Heating . Plumbing. Electrical. Rough-ins. Bills for Extras. Insulation

David Lupberger

Page 14: Managing the Emotional Homeowner€¦ · Drywall Sanding “Last Door Knob ... 1-6 Months. TIMELINE. MOOD LEVEL % Heating . Plumbing. Electrical. Rough-ins. Bills for Extras. Insulation

Weekly Progress Meetings

- Always start off with the past week review - Do you have any questions or concerns? - This is what we have planned for the next week - We need final paint selections in two weeks- The “Drywall taped” draw will be due next week- Are you sure you don’t have any questions or

concerns?Everyone initials the weekly meeting notes and

gets a copy

Page 15: Managing the Emotional Homeowner€¦ · Drywall Sanding “Last Door Knob ... 1-6 Months. TIMELINE. MOOD LEVEL % Heating . Plumbing. Electrical. Rough-ins. Bills for Extras. Insulation

The Homeowner Notebook

Sections– Project agreement and specifications– Weekly meeting notes– Change orders– Warranty materials– Project pictures– More?

Page 16: Managing the Emotional Homeowner€¦ · Drywall Sanding “Last Door Knob ... 1-6 Months. TIMELINE. MOOD LEVEL % Heating . Plumbing. Electrical. Rough-ins. Bills for Extras. Insulation

Onsite Job Book/White BoardPlace a job book/whiteboard onsite

– After hours, tell homeowners to leave notes/comments in the book/board

– With your construction weekly homeowner meetings, let them know that the job book/whiteboard is to report issues/concerns

– Only call you in case of emergencies;FloodFireSmoke

Page 17: Managing the Emotional Homeowner€¦ · Drywall Sanding “Last Door Knob ... 1-6 Months. TIMELINE. MOOD LEVEL % Heating . Plumbing. Electrical. Rough-ins. Bills for Extras. Insulation

A Documented Schedule

Page 18: Managing the Emotional Homeowner€¦ · Drywall Sanding “Last Door Knob ... 1-6 Months. TIMELINE. MOOD LEVEL % Heating . Plumbing. Electrical. Rough-ins. Bills for Extras. Insulation

A Documented Schedule

Page 19: Managing the Emotional Homeowner€¦ · Drywall Sanding “Last Door Knob ... 1-6 Months. TIMELINE. MOOD LEVEL % Heating . Plumbing. Electrical. Rough-ins. Bills for Extras. Insulation

Trade Day Coordination

Clients attendOwners and architect (if necessary)

– The Superintendent assigned to the project and the PM

– Each of the tradespeople that will work on their project

– Each tradesperson sits with the clients for 5 to 20 minutes

Page 20: Managing the Emotional Homeowner€¦ · Drywall Sanding “Last Door Knob ... 1-6 Months. TIMELINE. MOOD LEVEL % Heating . Plumbing. Electrical. Rough-ins. Bills for Extras. Insulation

Trade Day Results

- They understand the project better- Builder gets a more accurate price- The clients are more comfortable with

the builder and subcontractors- The project runs more smoothlyYou

make more money- You get more referrals

Page 21: Managing the Emotional Homeowner€¦ · Drywall Sanding “Last Door Knob ... 1-6 Months. TIMELINE. MOOD LEVEL % Heating . Plumbing. Electrical. Rough-ins. Bills for Extras. Insulation

Sometimes, the best project is one you

don’t get…

Page 22: Managing the Emotional Homeowner€¦ · Drywall Sanding “Last Door Knob ... 1-6 Months. TIMELINE. MOOD LEVEL % Heating . Plumbing. Electrical. Rough-ins. Bills for Extras. Insulation

The Homeowner from

HELLWhen did you know?

Page 23: Managing the Emotional Homeowner€¦ · Drywall Sanding “Last Door Knob ... 1-6 Months. TIMELINE. MOOD LEVEL % Heating . Plumbing. Electrical. Rough-ins. Bills for Extras. Insulation

Agree to job proceduresbefore the job starts.

You are the expert.You know best!

Page 24: Managing the Emotional Homeowner€¦ · Drywall Sanding “Last Door Knob ... 1-6 Months. TIMELINE. MOOD LEVEL % Heating . Plumbing. Electrical. Rough-ins. Bills for Extras. Insulation

How do you Successfully Manage the Job?

By Managing the Emotional

Homeowner!

Page 25: Managing the Emotional Homeowner€¦ · Drywall Sanding “Last Door Knob ... 1-6 Months. TIMELINE. MOOD LEVEL % Heating . Plumbing. Electrical. Rough-ins. Bills for Extras. Insulation

David LupbergerDavid Lupberger & Associates

[email protected]

Speaker Contact: