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Home
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Management Excellence
The latest book in the Advantage Contractor™ Business
Success group
Table of Exhibits
Helps you find all the sample forms as well as various charts and diagrams.
Introduction: Your Business Advantage
Excellent management practices produces a business advantage. Your company can perform
business routines as well as your excellent trade work.
- The Functions of the Business Determine its Organization
- Plans Produce Success
- Flow of Work In a Contracting Company
- Performance Units In Your Contracting Company
Click here
to download
chapter 1
of this book.
(Requires Adobe Acrobat Reader)

Chapter 1: Excellent Management in Your Construction Company
The Excellence Model is your guide to excellent management. Included are the
nine elements of your contracting business product, the flow of work within your company,
and performance units you set up to do the company's business.
- The Excellence Model
- Performance Units in the Company
- Managing the Business
- A Written Business Plan
- A Blueprint for Building a Business
- Accounts and Records
- Systems
- Finish
- Long Term Use
Chapter 2: Owner/Leader
As Owner/Leader you set the vision and direction of the company. Learn how to use the
Excellence Model components to design a smoothly functioning operation.
- Leading Defines the Owner of the Business
- Job Description
- Flow of Work
- Performance Units
- Avoiding the Most Common Failure Ideas
- Managing Your Business
- Managing Yourself
- Business Structure
- Administration of Company
- Operations
- Your Business Plan
- Sample Plan
- Implementing Your Business Plan
- Management by Crisis
- Making the Business Plan Yours
- The Planning Cycle
Chapter 3: Sales
Never stop selling! Learn a basic sales process and how to set up routines that help
customers buy.
- Trades Person and "People" Person
- Selling the Customer
- Service To the Customer
- Selling Your Services
- Sales Person Job Description
- Four Reasons to Buy
- Selling and the Contract Form
- Selling the Company
- Building Trust
- The Sales Process
- The Sales Process Line
- The Sales Lead Form
Chapter 4: Marketing
Marketing produces leads for sales. Design a marketing process that fits your company
goals and brings in solid and interested new prospects.
- Marketing
- The Marketing Position
- Market Research
- Marketing Strategy
- Your Business's Market Plan
- Marketing Budget
- Detailed Plan of Action
- Niche Market
- Alliance Marketing
- Educating the Public
- How To Do It
- Your Business Identity
- Positioning Your Business
- Marketing Budget
- Promote the Business on a Regular Basis
- Marketing Reminders:
Chapter 5: Financial
Learn to solve financial issues before they become deadly problems. Take charge of the
financial health of your company and keep it strong.
- Job Description
- Financial Problems
- Income and Expenses
- "Schedule C" , 150
- Accurate Records
- Files and Ledgers
- Files and "Schedule C"
- Cost of Goods Sold Ledger
- Draws for Sole Proprietors
- Developing Financial Statements
- Tax Statements (Filling out the Forms)
- Three Types of Financial Statements
- Goal
- Managing Cash in Your Business
- Your Best Advantage
- Know By Doing It Yourself
- Cash Statement
- Use of Records To Show Cash Position
- Cash Statement Calculation
- Anticipating Your Cash Needs
- "Schedule C"
- Personal Financial Goals
- Income and Profit Forecasts
- Build Success with Financing
- Accurate Information-Critical for Success in Business
- Creative Financing
Chapter 6: Legal
Construction contracting is a highly regulated business. Learn to deal with legal
issues and keep them out of your way.
- Job Description
- Flow of Work
- Performance Units
- Contract Characteristics
- Valid Contract Elements
- Your Construction Contract
- Standardized Contract Forms
- Customized Contract Forms
- Construction Contract Components
- Subcontracts
- Subcontract Issues
- Dispute Resolution
- Estimates
- Pricing
- Payment
- Scheduling
- Safety
- Environment
- Punch List
- Safety Laws (An Overview of the Law and Information Sources)
- Lien Laws
- Definition of Construction Lien
- Lien Statutes or Laws
- Construction Liens
- Lienable Performance in Construction
- Business Organization Laws
- Form of Your Business
- The Environment and Construction
- Contracting and Environmental Issues
- Consumer Interest in the Environment
- Licensing or Registering Your Contracting Business
- Local Laws
- Statutes, Laws and Rules
- Functions of the Regulating Agency
- Separate Business Identity
- Other Licensing or Registration Requirements
- Independent Contractor Status
- Categories of Contractors
- Laws Affecting Contractors
- Building Codes
- Structural Code
- Dwelling Code
- Insurance and Bonds
Chapter 7: Estimate
Conquer inconsistency in your estimating. Get all of the money that every project
needs to support your business.
- Job Description
- Flow of Work
- Performance Units
- Accuracy of Information
- Complete Information
- Recording the Information Accurately and Completely
- Measurement
- Unit of Measure
- Experience in the Business of Estimating
- The Principles of Estimating
- Plans: Preliminary, Designer or Architect, and Approved
- Materials Specifications
- Site Inspection Checklist
- Project Analysis of Special Items
- Customer Analysis - Special Cases
- Company Ability to do the Project
- Overall Checklists
- Cost Records
- Construction Estimate File
- Estimate from Cost History
- Direct Costs
- True Cost for Each Hour of Labor
- Payroll Summaries , 326
- Subcontractors
- Published Cost Manuals
- Just in Time Purchasing
- Hidden Cost Records
- Limited and Open-Ended Prices
- Change Orders in Estimating
- Pricing and Cost Accounting
- Pricing
- Markup for Indirect Costs and Profit
- Total Annual Gross Receipts
- Pricing Strategies
- Retail Pricing by the Item Ordered
- Change Order Pricing
- Cost Accounting
- Basics of Cost Accounting
- Financial Strategy in Cost Accounting
- Project Cycle Analysis
- Using a Computer to Estimate
- Know the Basics First
- The Computer as a Tool
- Comparing Costs, Setup Time, and Project Results
- Using a Computer for Simple and Routine Estimating
Chapter 8: Projects
Completing some kind of a construction project is the business of every contractor.
Learn how to get your projects done on time, on budget, and with satisfied customers.
- Project Management
- Job Description
- Flow of Work
- Performance Units
- Focus on a Project
- Coordinating People at the Site
- Production Management and Control
- The Team Idea
- General Scheduling
- Master Coordinator
- Project Scheduling
- Setting a Realistic Schedule
- Scheduling Basics
- Residential Construction Outline
- Scheduling Systems
- Evaluation
- Methods of Estimating Activity Time
- Benefit From Past Successes
- Give Scheduling a Chance
- Critical Path Method
- CPM Scheduling
- Bar Chart Scheduling
- Calendar Scheduling
- Which is the Best Scheduling System?
- Scheduling Software
- Project and Safety
- Job Hazard Analysis is a Four Step Process
- Communication of Safety Issues
- Safety Committees
- Accident Investigation
Chapter 9: Employees and Subcontractors
These people produce your income! Find out how to keep your workers the most
productive while lowering the costs of employee overhead.
- Employee Training
- Subcontractor Compliance
- Job Description
- Flow of Work
- Performance Units
- The Construction Employee
- The Employee Situation
- Federal Taxes and Payments
- State Tax Returns and Payments
- Workers' Compensation Insurance
- Wage Laws Affecting Construction Employees
- Minimum Standards
- Government Owned Projects and Davis-Bacon
- Fair Labor Standards Act of 1938
- Prevailing Wage Laws
- Site of Work Issue
- Fair Labor Standards Act
- Construction Contracting, a Personal Service
- The Business of Contracting
- Construction Contracting Means Providing Services
- The Independent Contractor Difference
- Employee/Independent Contractor Laws
- Laws Seek to Correct Problems
- The Internal Revenue Service Test
- The Licensing or Registering Agency Test
- Direction and Control
- The Contract and Direction and Control
- The Direction and Control Test
Chapter 10: Administration
Bring your management skills to a sharp focus with a successful administration
operation. Manage your people and your money for greatest profit.
- Strategy
- Job Description
- Flow of Work
- Performance Units
- Starting Your Business Verses Growing Your Business
- Managing Those Outside the Company
- Customer Service Contracting, A Service Business
- Who is Your Customer?
- What Does the Customer Want You to Do?
- The Customer's Dream
- Asking for Leads
- Punch List Checklist
- Satisfied Customer and Business Relationships
- Putting It Together
- Long Term View
- The Construction Contracting Office
- A Learned Process
- Office Administration
- Using Your Office to Enhance Your Business
- Five Business Functions
- Customer Service and Office Support
- Answering the Phone
- Warranty Work Response
- New Leads
- Costs and Records
- Employment Acts
- Self-Inspection Checklist
- Constructability
- Hazards on the Project site
- Four Most Common Injuries
- Preventing Injuries from Electrical Operations
- How to Keep OSHA Happy and Your Work Site Safe
- Project Liability and Loss
- Attractive Nuisance
- Security of Project Materials
- Securing Owner's Property Interests
- Insurance on the Project
- Purchasing Insurance
- Dealing with Others on the Project
- Establish a Communication Process
- Pre-project Meeting
- Preliminary Schedule
- Working with Owners
- Making Decisions
- The Construction Contract
- Laws of Nature
- Overstepping Authority
- "Talk to Me"
- Supervisors
- Workers
- Long Range Planning and Scheduling
- Subcontractors
- Architects, Designers, and Engineers
- Reviewing The Plans
- Inspections by the Architect or Designer
- Suppliers
- "Just in Time" (JIT) Deliveries
- Inspectors
- Dealing With Local Government Building Agencies
Quick Reference Tool
Check out business terms that are not familiar to you. What do they mean?
Resources
Associations, trade groups and manufacturers offer generous information on many
business topics. Go to groups that are familiar to you in some way and ask for help.
Bibliography
Here is a list of books that expand on various topics covered in the book, as well as
other subjects you may find interesting.
Index
Find all the places where a word is used or a topic is covered.
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