Project management

“My experience is the sum of my mistakes.”  Joe Lstiburek

Project management education and training offerings are based on owning and operating foam insulation-related businesses for over thirty years.  Programs include how-to classes, industry resources, templates, forms, and operating procedures.  Following are some of the topics typically included, but custom programs can be assembled from these and other selected topics.

The PM Master checklist

  1. Procedures
  2. Building science
  3. Applications


  1. Take-offs
  2. Understanding the Arch. docs
  3. Specifications
  4. RFIs
  5. Errors and Omissions

Bidding the project successfully

  1. Using the bid package
  2. Selling to cost reduction opportunities at bid time to get you into the negotiation phase.
  3. Qualifications in your bid
  4. Clear scope description
  5. Alternates
  6. Offered discounts
  7. Using offered guarantees

Contract negotiation

  1. Risk management
    1. Avoiding design liability
    2. Contract liabilities (small and large projects)
    3. Confined spaces training and cert for crawl spaces
    4. See Risk Assessment Program
  2. Agreeing on the scope
  3. Contract boiler plate – use it and when to drop out

Setting up the Work with the Owner, GC, and related trades

  1. Sequencing
  2. Kick-off meeting strategy
  3. Avoiding delays
  4. Punch list system
  5. Subcontractors

Managing the Work – Avoiding delays (strategies)

  1. Documentation
  2. Give two prices (always make it their choice)
    1. Offer high production and low production prices
    2. Low price requires minimum sq. ft. per mobilization and total mobs
    3. Give cost of each added mob
    4. Define a mobilization
  3. Use punch list approach
    1. Sell this all as ways to reduce cost and improve coordination
    2. Use BES forms for this
  4. Start at the top and work down (reduce masking finishes installed below areas you haven’t finished)

Planning and managing the Work

  1. Scheduling
  2. Purchasing
  3. Crew travel
  4. Communicating the work to the crews
  5. Todo and preparation system
  6. SOPs
  7. Productivity tools
  8. QA testing
  9. Safety
  10. Change orders
  11. Punch lists


  1. Billing
  2. Recording
  3. Data collection

Customer service – disputes