PROJECT MANAGEMENT Bedrock Learning, Inc Hemlock Drive Holland, MI USA Office: Facsimile:

WHY ? n Communicate ideas n Within the Installation company n Builder n Architect / Designer n Home Owner n Provide a road map and streamline the installation process n Solve problems on paper - not in the field n Increase profits

What Does It Take ? n Time Management n Organization and Commitment n establish clear, consistent processes and storage of information n Attention to Detail n Knowledge n products, processes and solutions n Shared Vision

The Process n Review of the Design / Proposal by Installation n Job Folder - section for each subsystem n Wire Chart n On-site Walk Through n Pre-wire Verification n Change Orders n Trim-Out - trim head ends in advance n Hook-up and test (prior to Installation) n Finish Installation n As-builts n Client Manual

Review of the Design/Proposal by Installation Team n Talk to sales - know what they sold and client’s expectations n Verify the design will work n Confirm all necessary equipment and components are included n Plan for pre-wire and installation

Project Folders contain... n Project Information - contacts and other contractors n Contract of products and systems (no $) n Wire Chart n Sections for structured wiring, communications, audio, video, security, lighting, integration n Schematics, detailed drawings, product specifications n Programming, miscellaneous n Work Orders n Change Orders n Communications Log - memos/letters sent and received

Wire Chart n Prepare wire chart prior to site work n Organize wires but types or location n Identify unique wire for every item to be installed or pre-wired for n Include special or unique instructions n i.e. mounting, wire in multiple purpose box n Plan for the future - include extra wires n Leave space on wire chart for on-site use

On-Site Walk Through with Client n Understand location names used by homeowner n Identify exact locations in each room for all wiring/items n Mark locations - Write on studs or floor - staple up locator cards n Explore options, additions, deletions

Pre-Wire Verification n Label all wires n Use the check lists on wire chart n mark a check for each wired when completed n Verify each wire destination and mark a check n Take photo record n video or still photos n Test wire continuity n identify problems before they occur

Change Orders n Identify deviations from the Original Contract n Outline additions and deletions n Generate additional billings n Must be approved and signed off by customer n Maintain current status of project

Trim Out n Identify specific colors of components per each location in advance n Have all necessary items in stock n Be prepared - arrive with everything you need and extras n Scope entire project prior to starting n Clean up after yourself

Hook-up and Test n Whenever possible, assemble items in shop prior to on-site installation n Plan hook-up and document n Verify accessories needed n cables, power supplies, batteries n Shop test for a minimum of 48 hours of operation n Record serial numbers

Finish Installation n Verify shippers (list of items delivered on site) n Save owner manuals, warranty paperwork - return to office for Client Manual n Label systems on-site n speaker switcher, phone extensions n Document installation hook-up in job folder - As-builts n Test, test, test n every extension, piece of equipment n simulate typical homeowner actions n push it to the limit

Completion Documentation n As-Builts n Have written, accurate documentation of where equipment is located and how it is connected together n Client Manual n Give simple instructions for most common tasks n Include hook-up of components n Include owner manuals and warranty cards

Process n Let’s get organized ! WORK IN PROCESS SCHEDULING BOARD

Work In Process n List all projects n Identify scope of each project n Verify stage of each project n Give status of each project n List responsible parties

Scheduling Board - calendar n Daily schedule shown 3 weeks out n by project or by installer n Scheduled appointments n uniquely mark confirmed times - red/underline n show a time estimate n Tentative work dates n list jobs to be done with a time estimate n Identify specific installers for each job

Standardized Forms n Project Information n Communications Worksheet n Audio Worksheet n Security Worksheet n Lighting Worksheet n Wire Chart n Equipment Dimensions n Work Order n Change Order n Shipper n Client Concern n Time Card n Labor Reconciliation n X-10 Hand Held Remote

Project Information n Gather early in the sales presentation n Get all the information - you never know when you will need it n Keep up to date and share with everyone

Communications Worksheet n Identify items by room and location n Plan for the future n Verify with the homeowner

Audio Worksheet n Review each room - consider placement and control n Plan for the future n Verify with the homeowner

Security Worksheet n Design for the homeowner’s lifestyle n Plan for perimeter, interior and exterior protection n Plan for the future n Verify with the homeowner

Lighting Worksheet n Identify areas to be controlled n Confirm types of loads and number of switches n Plan for scheduled and integrated control n Verify lights to be controlled with the homeowner

Wire Chart n Identify a unique wire/cable for every item on worksheets n Include special instructions n Plan for the future - include extra wires n Leave room for on-site additions

Equipment Dimensions n Confirm correct dimensions for all equipment n Use mock layouts to confirm all equipment will fit n Share information with everyone n Plan for the future

Work Order n Clearly identify all tasks to be completed n Ask and answer any questions PRIOR to executing work order n Record actual work done and time spent

Change Order n Track any additions and deletions n Field and design personnel should complete immediately n Get customer approval immediately

Shipper n Record accurately components and equipment delivered and/or installed on site n Record serial numbers n Record additional stock used

Client Concern n Gather as much information as possible n Identify the next step and follow through n Get back to client within 24 hours of next action step n Follow-up with client to confirm concern has been addressed and resolved

Time Card n Accurately record time spent on each project n At the end of each time break when changing tasks or going from one client to another n Complete daily

Labor Reconciliation n List estimated labor from quote and change orders n Enter all actual labor performed n Calculate often to confirm staying on track n Address immediately when over estimate

X-10 Hand Held Remote n Create custom hand-held labels for your client n Confirm names to use on the label with homeowner

Wire Tag n Write up tags prior to site visit n Organize by floor and then by room n At walk through staple at exact locations for mounting wires or boxes n For ceiling items, staple on door/ window frame

In Summary … Project Management n Supports Good communication n Provides group consensus on projects n Produces efficient use of time n Minimizes problems and challenges

Well-done Project Management EQUALS Profits and Sanity

PROJECT MANAGEMENT Now Just Do It! Bedrock Learning, Inc Hemlock Drive Holland, MI USA Office: Facsimile: