Controlling Scope Creep With Sales Change Orders with Will Giesey – [Best of The Tim Faller Show]

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Will Giesey and his team are changing that situation through careful communication, new processes, and using change orders negotiated by Sales during the design process to set client expectations and streamline the Production process.

In this episode, Will brings along his Production Manager Ryan Stiffney to explain the process to Tim and Steve.

Will founded Bellweather Construction in 2002 in Philadelphia, PA. He earned his MBA from Temple University’s Fox School of Business and studied fine art at Lawrence College, including concentrations in design and architecture. He holds multiple certifications with the National Association for the Remodeling Industry and other related credentials.

Ryan worked in the trades through high school and college. Ryan became Bellweather’s production manager in 2017 and handles internal sales-to-production project hand-offs, client communication, and trade partner relationships.

By introducing the idea of a core scope of work, with change orders occurring during the design process, Bellweather has been able to cushion the blow of escalating prices on their clients while maintaining margins. Get the details on how they make it work, including:

The importance of communication
Who should sign off on the contracts and why
How to explain it to clients
Why it works to vet good clients
The three phases of change orders
Why talk isn’t cheap — or free
And so much more…

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#Business #MBA #Remodelers Advantage #Podcasting Education #Self-Improvement

Controlling Scope Creep With Sales Change Orders with Will Giesey – [Best of The Tim Faller Show]

The Tim Faller Show

0-10 subscribers

published לפני שנה

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MP3•בית הפרקים

In this episode, Will brings along his Production Manager Ryan Stiffney to explain the process to Tim and Steve.

The importance of communication
Who should sign off on the contracts and why
How to explain it to clients
Why it works to vet good clients
The three phases of change orders
Why talk isn’t cheap — or free
And so much more…

296 פרקים

#Business #MBA #Remodelers Advantage #Podcasting Education #Self-Improvement

כל הפרקים

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Live From Summit! The Final Episode of The Tim Faller Show – [The Tim Faller Show] S5 E27 35:15

לפני 29 weeks35:15

35:15

Today’s episode of The Tim Faller Show is a special one—it’s our annual live recording at Summit and, poignantly, the final episode of the podcast. In this memorable send-off, host Tim Faller is joined by Greg and returning co-host Steve Wheeler for a heartfelt conversation. Together, they reflect on Tim’s remarkable career, the journey of launching The Tim Faller Show , and his plans for retirement. Tim, Greg, Steve, and the entire team at Remodelers Advantage want to extend a heartfelt thank you to our listeners. Your support has made this journey possible, and we hope you’ve enjoyed every moment of The Tim Faller Show . While there won’t be any new episodes, you can still access the full archive at thetimfallershow.com. Thank you for listening! And stay tuned for the upcoming Why We Build Podcast with Greg Woleck and Steve Wheeler! Whether you’re part of the production team, design team, or managing the whole operation, you can look forward to expert insights, tips, and inspiring stories. Season 1 begins soon!…

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30:29

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לפני 32 weeks36:02

36:02

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לפני 34 weeks44:24

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40:51

Restoring a home after a catastrophe like a fire or flood is fairly specialized, not something most remodeling companies do. There are different challenges, like dealing with insurance companies and payouts, so these companies have different perspectives on production. Mike Carey has worked in insurance restoration for 25 years, as well as doing residential remodeling and commercial contracting, giving him a unique viewpoint. In this episode, Mike talks to Tim and Steve about the differences — and similarities — in production when restoring a client’s home versus standard remodeling, and what to do to get started in this part of the industry. Mike’s company, Carey Contracting , is located in Michigan’s Upper Peninsula. In business for 35 years, Carey Contracting has 15 employees. Carey has been involved in insurance restoration work for 25 years, and there are years where insurance restoration produces more than 50 percent of the company’s volume. Mike went to school to learn what an insurance adjuster knows when he started out in the restoration business. Since then, the company has made a name for itself in the insurance restoration business. He says the restoration can be wonderfully rewarding work. Mike talks about the process of working with insurers and clients, and getting your team up to speed, including: Working with adjusters Project time frames Working through the clients’ stresses Demolition and discovery Billing for restoration work The critical need for proper documentation Insurance vs. “as built” Remaining objective Creating a buffer between the insurer and the homeowner Dealing with code improvements and policies And more ……

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You don’t need a crystal ball to look into the future for your Production Department. A master schedule can give you a predictable look at what’s to come, backed up by solid data. Tim and Steve get insight from Aaron Enfinger, Chief Operations Officer of The Cleary Company. Aaron joined the Columbus, Ohio, design/build remodeling company as a Project Manager four years ago. It became evident in early 2017 that the company needed additional oversight and management in the other areas of the organization, and Aaron was promoted to General Manager. He has now worked his way up to becoming the COO of The Cleary Company. Some of the evident success of the Production Department during that time was due to the master schedule Aaron developed with the help of Jennifer Wood, the Director of Finance at The Cleary Company. Having a solid grasp of big-picture scheduling and forecasting aided in creating a sense of stability and predictability in the Production Department. With buy-in from the Sales and Design Departments, the master schedule creates that same predictability across the company. Aaron details the benefits of creating your own master schedule, including how it: Acts as an early-warning system, red-flagging upcoming shortfalls or bottlenecks Increases communication between Sales and Production More accurately forecasts labor needs Gives you solid information to make informed decisions Allows for flexibility in scheduling across the company Find out more about what a master schedule can do for you, your team and your bottom line in this episode — and see more about The Cleary Company .…

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35:47

There’s a traditional divide between Sales and Production. It’s always a challenge — they have different goals, processes, and personalities. Typically, Production is left out of the conversation when it comes to scope creep, leading to delays and change orders during construction — and disgruntled clients. Will Giesey and his team are changing that situation through careful communication, new processes, and using change orders negotiated by Sales during the design process to set client expectations and streamline the Production process. In this episode, Will brings along his Production Manager Ryan Stiffney to explain the process to Tim and Steve. Will founded Bellweather Construction in 2002 in Philadelphia, PA. He earned his MBA from Temple University’s Fox School of Business and studied fine art at Lawrence College, including concentrations in design and architecture. He holds multiple certifications with the National Association for the Remodeling Industry and other related credentials. Ryan worked in the trades through high school and college. Ryan became Bellweather’s production manager in 2017 and handles internal sales-to-production project hand-offs, client communication, and trade partner relationships. By introducing the idea of a core scope of work, with change orders occurring during the design process, Bellweather has been able to cushion the blow of escalating prices on their clients while maintaining margins. Get the details on how they make it work, including: The importance of communication Who should sign off on the contracts and why How to explain it to clients Why it works to vet good clients The three phases of change orders Why talk isn’t cheap — or free And so much more……

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Estimating accurately is critical to the success of any remodeling business. As you grow your business or hand off estimating to an employee, having the right system in place is paramount. It can feel like an overwhelming decision — there’s so much software available. The wrong decision will cost you lost revenue, but even worse — lost time. Fortunately, there’s a simple strategy to help you navigate this very important decision. In this episode, Jef Forward talks about estimating software with Tim and Steve. He’s worked with several estimating software packages and systems over the years, and shares what he’s learned. Jef Forward is the founder of Forward Design Build Remodel in Ann Arbor, MI. For more than 20 years, Jef has performed every role within the company, including designer, laborer, carpenter, bookkeeper and estimator — you name it, he’s done it. Now with 24 employees, Jef has two full-time estimators. Start your decision-making by looking at two factors — getting the estimate itself right and how the program’s output will be presented to someone other than the estimator — especially your clients. The first step is to not look at any software, Jef says. You can get distracted by all the bells and whistles of new programs and miss whether it will really work for you. He talks about the vetting process, what it can do for your estimating, and some of his favorite software choices, including: How to create a Process & Needs document Integrations with other programs Deciding on must-haves and nice-to-haves Mixing and matching vs. all-inclusive systems Not looking for quick fixes Evaluating and testing Who to involve in making choices The fine art of guessing What to do by hand vs. what’s automatic Slicing and dicing information Client presentations and reports And more … Choosing the right estimating software for your company depends on many factors, but the work done up front will ensure you’re not saddled with a system that doesn’t fit. Taking the time and involving the team will help you make the right pick.…

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There are many things that can destroy a company. Recession, pandemics, and yes, even growth; especially, if the growth occurs with no planning or control. In the past few years, our economy, and our industry, have grown significantly, and many companies have struggled to keep up. Growth is usually controlled by the amount that a company can sell and subsequently produce. Sometimes it is planned, and sometimes it just happens. If planned, the team can prepare for it and make the necessary adjustments. If it “accidental” or spontaneous, often the production team gets caught with too much work and not enough time or personnel. So, what is the key to effectively manage growth? Kevin Shultz, Vice President of Revision LLC outside of Minneapolis, joins Tim and Steve in this episode to talk about how he and his team have managed tremendous growth at Revision. As a 28-year veteran of construction and residential remodeling, Kevin brings an immense amount of knowledge to the team at Revision, where they have recently celebrated their 10th year in business. Tim, Steve and Kevin talk more about: Background on Revision LLC (number of employees, average project size, etc.) The growth Revision has experienced over the past 5-10 years. Was growth planned or accidental, or spontaneous? Managing and controlling Sales out-selling the Production team’s capacity to produce. Forecasting tools for jobs coming through sales. Changes made in production to anticipate and prepare for growth. And More……

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לפני 43 weeks44:21

44:21

The Tim Faller Show aims to shine a spotlight on the diverse efforts within the remodeling industry. Today, we are joined by two accomplished production managers, Peyton Atchison and Solveig Haugland, as they share their inspiring journeys to becoming project managers. Peyton is a project manager at Adams Company, a women-owned and operated remodeling firm in Austin, TX. She began her career in construction with Adams Company just two years ago. In her role, she oversees everything from estimating and ordering to scheduling and client relations. Despite entering the industry with no prior construction knowledge, Peyton has embraced the challenge and thoroughly enjoys learning every aspect of her job. She believes that anyone can succeed in real estate with the right mindset and dedication. Passionate about making the construction industry appealing to other women, Peyton emphasizes the importance of representation in the field. Solveig Haugland is a Project manager at Adams Company located in Austin, Texas. She works hard at using her design background in her role as Project Manager bringing a new perspective to the work. Peyton, Solveig, Tim, and Greg talk more about Biggest challenges when starting in the construction industry? What could an owner do better to really help a new person flush in this role/ And more……

לפני 1 year41:23

41:23

Determining the right amount of work for a company can be a challenging task. The industry has tried to define it, but each company has different budgets and employees who may not work at the same pace. Additionally, the completeness of job packets or job information provided by sales/designers can vary greatly in any company. One employee may be more thorough than another. So, what’s the solution? In today’s discussion, Chris Peterson will talk about how Schloegel Design Remodel measures its capacity. Chris Peterson, MCR, CRPM, CLC, is a Co-Owner of Schloegel Design Remodel. The award-winning Kansas City-based design-build firm focuses on creating the ultimate client experience during every project. Chris started his career as a craftsman and continued to climb the ranks with his attention to detail, management skills, and love of the industry. Chris has served as president of NARI Kansas City, actively participates in Remodelers Advantage, and persistently advocates for industry growth through NARI’s Future Fund program. Another of Chris’s greatest passions is BBQ! He actively competes in Kansas City competitions and has brought several awards home. He loves to spend time with his wife and two daughters, as well as his 16-month-old granddaughter. Chris, Tim, and Greg talk more about: What is VPW Any pushback from the team How to track the information And more……

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The Tim Faller Show « » Controlling Scope Creep With Sales Change Orders with Will Giesey – [Best of The Tim Faller Show]

Controlling Scope Creep With Sales Change Orders with Will Giesey – [Best of The Tim Faller Show]

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Controlling Scope Creep With Sales Change Orders with Will Giesey – [Best of The Tim Faller Show]