“Build successful estimating habits with good upfront planning.”
Do you have an estimating playbook?
- Estimating schedule
- Overall schedule for estimating team
- Individual project estimate schedule
- Staffing schedule – who does what and when
- Estimating playbook
- We need a playbook on how we will handle out estimates that includes
- Sub/Supplier pricing
- Document scrub
- Kick-off meeting
- Site visits
- Overhead and general conditions
- Bid-day plan
- Organization strategy – how will things remain organized ands transferred to project team
- Tactics to win – how are we going to win this bid
- We need a playbook on how we will handle out estimates that includes
- Bid day and beyond
- Plan ahead for bid day
- Cover all bases – make sure people are available
- What happens the next day – organize and follow-up
Get the processes in place that will make for successful estimate that lead to successful projects.
Take-Action Items:
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Schedule your estimating properly
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Develop and adjust playbooks
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Organize the madness