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OPERATIONS MANAGEMENT SYSTEM

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Measuring Results
Financial Analysis

My Nine
Numbers™

Short
Form

Long
Form

6-week
Cash Flow

Project
Cash Flow
Requirements

Single Project
Profit Report

Multi-Project
Profit Report

Project Cost
to Complete

Spec Loan
Request
Calculator

The Business
Business Model

Business
Planning

The One-Page
Business Plan

Conduct a
SWOT Analysis

(Course)

Organizing the Business

Ownership
Options

Position
Planning

Who Does
What?

Build the
Role Chart

What Each
Position Does

Hiring Costs

Risk Management

Identify
Business
Risks

Risk Management
Decision
Model

Paperwork

When to
Do What

Year-End
Planning

Sample Annual
Meeting Minutes

The Workforce
Working With Employees

Calculating
Hiring Costs

Employee
Evaluation

Salary
Rationale

Paid
Time Off

Profit-Sharing
Calculator

Working With Subcontractors

Default
Scope
of Work

Custom
Scope
of Work

OSHA
Safety
Guidelines

On Site
Sub Safety
Violations

Inspection Reports

Earthwork

Structural

Trades

Exterior
Finish

Interior
Finish

LEGACY OPERATIONS

Quick Analysis

Quick check on how the
business is doing.

Your Business Model

Think about how the
business is going to work.

Risk Management

Identify and manage
the risks to your
construction business.

Organizing the Business

Build the business structure
that delivers on your promises.

Working With Employees

Help employees understand
your expectations for them.

Paperwork

Staying on top of the paperwork
is a big part of running the business.

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Operations Management Client Management Workforce Management Project Management