WIFI

Courtyard_Guest

Password: Spring2023

Study Hall Login

U/N: estimating@innergy.com​

Password: ClassroomTraining1

COFFEE/BEVERAGES

Please help yourself

BREAKS/LUNCH

Lunch will be served both Monday and Tuesday

Monday, 8/28

Agenda

• 8:00-9:00 Introductions, Overview
  
• Introduction of presenters, go around room for attendee intro and background. PPT needed for housekeeping items and overview info
  
• 9:00-10:00 Custom Product Workshop
  
• Provide an example drawing. Get the group to provide how they would approach. One of us driving
  
• 10:00-10:15 Break
  
• Coffee, Water, Fruit
  
• 10:15-11:15 Alternates Workshop
  
• Provide examples of situations where Typical Groups can be used. Discuss how to edit the product details, apply alternates, unwinding.
  
• 11:15-12:00 Typical Group Workshop
  
• Provide examples of situations where Typical Groups can be used. Discuss how to edit the product details, apply alternates, unwinding.
  
• 12:00-1:00 Lunch
  
• Columbus Park Italian, Iced Tea
  
• 1:00-2:00 Takeoff Setup for Proposals
  
• Explain the areas that need attention to impact the Proposal. Provide tips on how to construct the Takeoff for a desirable Proposal.
  
• 2:00-3:00 Proposal Deep Dive
  
• Tips and tricks for both the base Proposal in the system and the Proposal Builder. Sneak peek at the custom report builder in INNERGY.
  
• 3:00-3:15 Break
  
• Coffee, Water, Chefs dessert from Lunch
  
• 3:15-4:15 Takeoff Setup for Projects
  
• Explain the areas that need attention to impact the Project. Go through the trade off between set up for Proposals and Project.
  
• 4:15-5:00 Handoff SOP Workshop
  
• Open workshop to develop an SOP document to take back to each company.
  

Tuesday, 8/29

Agenda

• 8:00-9:15 Warm Up
  
• Go around room and have people reveal their biggest takeaways so far. Answering any questions from day before.
  
• 8:15-9:30
  
• Provide cost info of a potential bid. Have the room break up into "companies" to provide a sales price based on the cost info and company info.
  
• 9:30-9:45 Takeaways
  
• Who won? Why?
  
• 9:45-10:00 Break
  
• Coffee, Water, Granola Bars
  
• 10:00-11:00 Max Throughput
  
• Helping determine what REVENUE your company should target based on your labor capacity. Tying this into CM needs to help evaluate Opportunities.
  
• 11:00-12:00 CM/Hour
  
• Understanding this important metric to analyze Opportunities and help determine the right price.
  
• 12:00-1:00 Lunch
  
• Truman Taco Bar and Ice Tea
  
• 1:00-2:00 Improving your Hit Rate
  
• Using sales strategies to better utilize your finite estimating resources
  
• 2:00-3:00 Customer Analysis
  
• Develop tools using INNERGY data to objectively determine your best customers
  
• 3:00-3:15 Break
  
• Coffee, Water, Chefs Dessert from Lunch
  
• 3:15-4:15 Sales Forecaster
  
• Using the Sales Forecaster to understand how to read the information and use it for sales decisions
  
• 4:15-5:00 Estimating Meeting SOP workshop
  
• Using the concepts learned so far, develop an SOP for an estimating meeting at your company you can take back and implement
  

Wednesday, 8/30

Agenda

• 8:00-8:15 Warm Up
  
• Go around room and have people reveal their biggest takeaways so far. Answering any questions from day before.
  
• 8:15-9:30 What if..... Sales Forecaster
  
• To bid or not… Using a scenario provided let the Sales Forecaster tell you what to do!
  
• 9:30-10:30 What if..... Scope Breakdown (CM/Hr)
  
• To submit or not, using some examples of bid breakdowns examine the CM / Hr to determine which bid is worth pursuing
  
• 10: 30-10:45 Break
  
• Coffee, Water, Granola Bars
  
• 10:45-12:00 Pricing Game 2
  
• Using bid data provided, perform a takeoff, use all tools that have been discussed at this workshop to determine what price you should apply and compete with other groups.
  
• 12:00-12:15 Now What?
  
• Review of the content, and actionable items to take back.