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Field Certification and PM Post Assessment

This training provides hands-on, individualized training on technology and clear the path for supers, foreman, and PEs. It also includes a PM Post Assessment for PMs identified by PXs for discovery and individualized training plans.

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Field Certification and PM Post Assessment

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  1. PM Power Talk – January • At the end of this training, you will understand… • what’s new: • Field Certification • PM Post Assessment • Foreman Training Form • what’s updated • plusONE Customer Feedback • PM Boot Camp • reminders: • Foreman Train the Trainer • Mobile Distribution Units • AP Requirements/Forms • PDR RGA Confidential Information – Property of Power Design

  2. NEW: Field Certification OTD has hired a new Bi-lingual Field Trainer to travel to projects and ensure they are “Training Certified” Who: Supers, Foreman, & PEs What (Training Topics): hands on, individualized training on Technology & Clear the Path When: between IT Certification & QC Evaluation Why: help the project team use their tools & resources in their environment TRAINING WELCOME QC IT Laura Vasquez Confidential Information – Property of Power Design

  3. NEW: PM Post Assessment • In addition to Field Certification, OTD has developed a Post Assessment for PMs • Who: PMs Identified by PXs • When: As needed • What: Discovery followed by individualized training plan • Why: the purpose of two fold • Provide operations- focused training based on need • Identify training and process gaps Confidential Information – Property of Power Design

  4. NEW: PM Post Assessment PM Post Assessment Process: REACH OUT TO TRAINING FOR MORE INFORMATION! Confidential Information – Property of Power Design

  5. NEW: Foreman Training Form • OTD has created a Foreman Training Manual to help Supers: • understand the foreman role (BEFORE) • provide guidance, set expectations and instill excitement (DURING) • reinforce expectations (AFTER) VISIT THE FOREMAN WEBSITE FOR MORE INFORMAITON! Confidential Information – Property of Power Design

  6. Updated: plusONE • The plusONE customer feedback program has been updated! • Program Improvements include: • results grouped by department to identify trends • questions asked about departmental performance to identify opportunities and successes • Feedback Request Form Improvements Include: • flexibility to add team members (SYS PMs, PEs, additional Supers, etc.) as needed • visibility of project payroll (hours team members have coded to the project) Confidential Information – Property of Power Design

  7. Updated: plusONE Confidential Information – Property of Power Design

  8. Updated: PM Boot Camp • PM Boot Camp Celebrated its 3rd Birthday with a makeover! • Updates include: • 3 NEW Modules • 9 NEW Support Department Pages • Streamlined Content • Additional Activities • Live BP Center Tour Confidential Information – Property of Power Design

  9. Reminder: Foreman Train the Trainer • December Quiz • What to Expect in 2017 • Quizzes & Training are for: • NEW Hires • Newly Promoted Foreman • Foreman who didn’t complete training & quizzes in 2016 • Monthly topics begin with PlanGrid! CONTINUE TO SIGN FOREMAN UP FOR BOOT CAMP! ALL TRAINING DATES ARE ON THE SUPER & FOREMAN WEBSITES!! Confidential Information – Property of Power Design

  10. Reminder: Mobile Distribution Units • BEST PRACTICE: Make temporary power mobile using PDI’s MDU (Mobile Distribution Unit) • WHY: The mobile board can be easily transferred to different locations when needed, allowing for an easier temp power installation as the job progresses • Use MDU drawing to have the rack fabricated locally • Order from the PDI approved vendor and have shipped to your job • Drawing is dimensioned for Square D transformer and panels Properly ground MDU NOTE: For more information visit Best Practices > Temp Power > Page 4 Confidential Information – Property of Power Design

  11. Reminder: Support Departments • Accounts Payable (AP) • Tips for AP Holds • AP NEVER needs a Copy of the PO attached to the comments • Keep AP holds comments short and sweet • Credits are identified by the words ‘Credit Memo’ • Don't use quotation marks (“ ”)in AP Hold comments • For ‘Over Billing’ holds, use the Overbilled Report in OBIEE • Holds to Ignore: • Line Variance Hold • Total Of Invoice Lines Does Not Equal The Invoice Amount • AP Forms • AP forms have been updated • Make sure to access the most up-to-date form from the PM Website Resource Index! Confidential Information – Property of Power Design

  12. Reminder: Support Departments • PDR • Return of Goods Authorization (RGAs) • Only send material to PDR that is returnable to the vendor Confidential Information – Property of Power Design

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