Client Management Documents for Contractors (Build Your Own) from Udemy

What's inside

Learning objectives

Understand and use the five client management documents to control and document interactions with homebuyers.

Also, these five documents can help to control client transaction risk, one of the largest risks we face as home builders.

Understand and use the five client management documents to control and document interactions with homebuyers.
Also, these five documents can help to control client transaction risk, one of the largest risks we face as home builders.

Syllabus

Introduction to the Client Management Documents

This course will focus on five of the most important documents your construction business can use to manage Client Transaction Risk, one of the biggest risks you face as a Builder. Not getting the communication right between you and your client can cost you....money, reputation, maybe even your business.

Everyone has to play together nicely in the homebuilding sandbox. Learn how to train your buyer about his responsibilities.

Learn the names and the functions of the Client Management Documents. A 30,000-foot view.

The title says it all…Why a home builder needs a Client Management System.

Here is a summary and quick refresher on the Excel skills you will need if you decide to try building your own Client Management Documents.

After this section, you will understand the "WHY" of the design of all five of the Client Management Documents.

Why the Client Management Documents are designed the way they are. The important information that each form will gather.

A look at the Dashboard of the system and why the information is gathered there.

An in-depth look at the features and applications of the Confirmation of Instructions.

An in-depth look at the features and applications of the Notice of Acceptance.

An in-depth look at the features and applications of the Draw Request.

An in-depth look at the features and applications of the Delay Notice.

An in-depth look at the features and applications of the Restart Notice.

It’s all about managing the transaction risk. The Client Management Documents can help you do that.

Check to make sure you have retained the highlights of the DESIGN portion of this course.

Using the Client Management Documents In Your Construction Business

An introduction to the actual use of the Client Management Documents.

How the DASHBOARD is used in an actual homebuyer case. Contains suggestions for personalizing the documents to your construction business.

Shows how the CONFIRMATION OF INSTRUCTIONS would be used in an actual case. Demonstrates the importance of providing accurate information and tracking the financial impact of changes to construction specifications.

Shows how the NOTICE OF ACCEPTANCE would be used in an actual case. Contains comments regarding the necessity of building a record of approvals by using this document.

Discusses the importance of the DRAW REQUEST form to keep clients and their lenders apprised of the financial status of the project.

Discusses why and how to use the DELAY NOTICE, and provides commentary on the effect of its use on your client relationship.

Illustrates the importance of completing the information on the RESTART NOTICE to document what actually happened on a project. Contains commentary on how to use the DELAY NOTICE and RESTART NOTICE to protect your construction company if the project becomes contentious.

Some final thoughts and a distillation of the entire course to one final statement. What to remember if you forget everything else.

Check to see that you got the highlights of this Section.

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Comprehensive study of managing client transaction risk in homebuilding

Teaches builders about using five documents to control client transaction risk

Helps builders understand client motivations

Based on years of actual construction experience

Taught by a university-level instructor with over 30 years of construction management experience

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Client Management Documents for Contractors (Build Your Own) with these activities:

Review financial management principles

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Refreshing your knowledge of financial management principles will strengthen your ability to manage client finances, prepare draw requests, and keep clients and lenders informed of the financial status of projects.

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Review textbooks or online resources on financial management
Analyze financial statements from construction projects
Create a financial management plan for a hypothetical construction project

Engage in discussions with other construction professionals

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Engaging with other construction professionals will provide you with valuable insights, best practices, and support, which can enhance your client management skills and knowledge.

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Join online forums or discussion groups for construction professionals
Attend industry events and conferences
Connect with construction professionals on social media platforms

Create and manage client change orders

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Practicing the creation and management of client change orders will enhance your ability to control changes to construction specifications and get paid for the additional work.

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Develop a template for client change orders
Use the template to create change orders for various project scenarios
Negotiate and approve change orders with clients
Track and manage the implementation of change orders

Six other activities

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Practice Estimating Construction Costs

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Estimating construction costs is a critical skill for construction managers. Completing these drills will help you master this skill.

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Find a construction project and gather information about materials and labor costs.
Use a construction cost estimating software or online tool to estimate the cost of the project.
Compare your estimate to actual construction costs and adjust your methodology as needed.

Analyze construction contracts

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Analyzing construction contracts will help you understand the legal obligations and responsibilities involved in construction projects, which is crucial for managing client relationships and transaction risks effectively.

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Obtain construction contracts from various projects
Review the different clauses and provisions in the contracts
Identify the key legal obligations and responsibilities of each party
Summarize your findings in a report or spreadsheet

Utilize construction project management software

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Using construction project management software can streamline communication, track progress, and manage documentation, improving your ability to control client interactions and project finances.

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Research and select a construction project management software
Set up and configure the software for your projects
Utilize the software to track project progress, manage tasks, and communicate with clients

Develop a Client Management Plan

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Creating a Client Management Plan will help you stay organized and ensure that you are meeting the needs of your clients.

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Identify your client's needs and expectations.
Develop a communication plan.
Establish a system for tracking client interactions.
Create a process for resolving conflicts.

Participate in construction industry competitions

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Participating in construction industry competitions will test your skills and knowledge, promote innovation, and provide recognition for your achievements in client management and project delivery.

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Identify relevant construction industry competitions
Prepare and submit a project proposal or entry
Present your project or pitch your ideas to a panel of judges

Mentor junior construction professionals

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Mentoring junior construction professionals will not only benefit them but also reinforce your understanding of client management principles and provide opportunities for reflection on your own practices.

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Identify opportunities to mentor junior construction professionals
Provide guidance and support on client management and project delivery
Offer constructive feedback and encouragement
Share your experiences and lessons learned

Career center

Learners who complete Client Management Documents for Contractors (Build Your Own) will develop knowledge and skills that may be useful to these careers:

Project Manager

Project Managers are responsible for planning, executing, and closing projects, ensuring that they are completed successfully and within the agreed-upon scope, budget, and timeline. This course may be useful for Project Managers as it provides insights into managing client relationships and construction finances, which are both critical aspects of successful project management.

See salaries and explore the career path for Project Manager

Construction Manager

Construction Managers oversee the planning, coordination, and execution of construction projects, ensuring that they are completed on time, within budget, and to the required standards. This course may be useful for Construction Managers as it provides insights into managing client relationships and construction finances, which are both critical aspects of successful project management.

See salaries and explore the career path for Construction Manager

Construction Inspector

Construction Inspectors ensure that construction projects comply with building codes and regulations, and that they are completed to the required standards. This course may be useful for Construction Inspectors as it provides insights into managing client relationships and construction finances, which are both critical aspects of ensuring project quality.

See salaries and explore the career path for Construction Inspector

Construction Estimator

Construction Estimators prepare cost estimates for construction projects, taking into account factors such as materials, labor, and equipment. This course may be useful for Construction Estimators as it provides insights into managing client relationships and construction finances, which are both critical aspects of accurate cost estimation.

See salaries and explore the career path for Construction Estimator

Construction Superintendent

Construction Superintendents oversee the day-to-day operations of construction projects, ensuring that they are completed safely, efficiently, and to the required standards. This course may be useful for Construction Superintendents as it provides insights into managing client relationships and construction finances, which are both critical aspects of successful project execution.

See salaries and explore the career path for Construction Superintendent

Construction Consultant

Construction Consultants provide advice and guidance to clients on construction-related matters, such as project planning, design, and execution. This course may be useful for Construction Consultants as it provides insights into managing client relationships and construction finances, which are both critical aspects of providing valuable consulting services.

See salaries and explore the career path for Construction Consultant

Real Estate Developer

Real Estate Developers acquire, finance, and develop land for residential, commercial, or industrial use. This course may be useful for Real Estate Developers as it provides insights into managing client relationships and construction finances, which are both critical aspects of successful real estate development.

See salaries and explore the career path for Real Estate Developer

Civil Engineer

Civil Engineers design and oversee the construction of infrastructure projects, such as roads, bridges, and water systems. This course may be useful for Civil Engineers as it provides insights into managing client relationships and construction finances, which are both critical aspects of successful civil engineering projects.

See salaries and explore the career path for Civil Engineer

Architect

Architects design and oversee the construction of buildings and other structures. This course may be useful for Architects as it provides insights into managing client relationships and construction finances, which are both critical aspects of successful architectural practice.

See salaries and explore the career path for Architect

Electrical Engineer

Electrical Engineers design and oversee the construction of electrical systems in buildings and other structures, such as lighting, power, and communication systems. This course may be useful for Electrical Engineers as it provides insights into managing client relationships and construction finances, which are both critical aspects of successful electrical engineering practice.

See salaries and explore the career path for Electrical Engineer

Structural Engineer

Structural Engineers design and oversee the construction of the structural elements of buildings and other structures. This course may be useful for Structural Engineers as it provides insights into managing client relationships and construction finances, which are both critical aspects of successful structural engineering practice.

See salaries and explore the career path for Structural Engineer

Mechanical Engineer

Mechanical Engineers design and oversee the construction of mechanical systems in buildings and other structures, such as heating, ventilation, and air conditioning systems. This course may be useful for Mechanical Engineers as it provides insights into managing client relationships and construction finances, which are both critical aspects of successful mechanical engineering practice.

See salaries and explore the career path for Mechanical Engineer

Home Inspector

Home Inspectors inspect homes and other buildings to assess their condition and identify any potential problems. This course may be useful for Home Inspectors as it provides insights into managing client relationships and construction finances, which are both critical aspects of successful home inspection practice.

See salaries and explore the career path for Home Inspector

Real Estate Agent

Real Estate Agents help clients buy, sell, or rent homes and other properties. This course may be useful for Real Estate Agents as it provides insights into managing client relationships and construction finances, which are both critical aspects of successful real estate practice.

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Construction Lawyer

Construction Lawyers represent clients in construction-related legal matters, such as contract disputes, insurance claims, and regulatory compliance. This course may be useful for Construction Lawyers as it provides insights into managing client relationships and construction finances, which are both critical aspects of successful construction law practice.

See salaries and explore the career path for Construction Lawyer