2. Manager Technician Entrepreneur

3. JOB MANAGEMENT means starting with planning and comparing it to expected results

4. PLANNING ORGANIZING IMPLEMENTATION EXECUTION EVALUATION

5. 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.

6. 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.

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

8. Processes

9. MAKE A NOTE - Processes once perfected do not fail Its people who fail A good manager gets the people to follow the process

10. 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.

11. Measurable (Standards) Evaluated Repeatable

12. Small Well defined Executable Measurable Evaluated Repeatable

13. Processes once perfected do not fail Its people who fail A good manager gets the people to follow the process

14. Its up to you to set your standards Once in place they should never change STANDARD UPPER LIMIT LOWER LIMIT

15. When we return: STANDARDS

16. 1. Financial Accuracy – Most of the steps happen here 2. Mechanical Accuracy 3. Fabrication Accuracy 4. Customer Preparation

17. 5. Loading the truck 6. Job site arrival 7. Setup 8. Removal (Tear out)

18. 9. Preparation 10. Staging Products and Materials 11. The Actual Installation

19. 12. Cleanup 13. Sign off 14. Departure 15. Completion - When is the job finished? 16. Customer Relations

20. 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

21. 2. Mechanical Accuracy Did you measure the job correctly? Do your dimensions reconcile?

22. 3. Fabrication Accuracy 4. Customer Preparation – Educate the customer on their expectations Set the customers expectation about the people doing the work.

23. 1. Financial Accuracy 2. Mechanical Accuracy 3. Fabrication Accuracy 4. Customer Preparation Most of the mistakes happen here

24. CHECK LISTS They define how you do your work

25. WHY CHECKLISTS? They outline and detail processes They eliminate mistakes They let your employees in on your expectations They will help you make money

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

27. Installers need information The SIX Ws Who What When Where Why How

28. Sales Order Order Sheets *Notes from Sales Meeting Client Survey Form Installation Schedule Job work order Job drawings Production schedules Templates

29. Its better to have it and not need it than to need it and not have it.

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

31. Having all the information and following it All the documents Checklists Standards If you do this you will install the cabinets right the first time You will meet your production schedule

32. will make your customer happy Happy customers write checks

33. Do your installers know what their job is? Is it to install cabinets? No, its to correctly and profitably install the cabinets to the customers expectations.

34. 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

35. 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

36. 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

39. Cabinet Installer? Field Technician Field Superintendent IMAGE Uniforms Trucks Site Sign Subs – Require them to wear your shirt w/ logo

40. Tell the customer you are there – call them Assume Control Commercial Job Site Dont discuss the aesthetics of the job with the customer

41. 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 - Dont forget the pathway to the site

42. 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

43. Turn off and disconnect gas, electric and water Shutoff valves

44. Refer to How to Install Kitchen Cabinets

45. 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

46. 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!!

47. 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 Dont let the caulking roll around the nozzle

48. Countertop touches backsplash – Silicone Backsplash touches wall – Siliconized Latex

49. Never say We will leave it cleaner than we find it Broom Clean Make sure the customer knows what to expect

50. Get finished Job Photo Field Technicians Check List If you have to return, schedule the date NOW Ignorance breeds fear Fear breeds anger The more a customer knows the less fearful they are The less fearful they are the less angry they get

51. 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

52. Let the customer know that you are leaving Drive safely

53. 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

54. 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

55. Step 1 Step 2 Step 3 Step 4 Step 16 80% of the mistakes happen here!

57. Pre-Conference Checklist

58. 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?

59. 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?

60. 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?

61. 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?

62. 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)?

63. 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?

65. 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.

66. 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.plastic sheeting dust barriers zipper closure 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.

67. 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?

68. 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.