Confidential Information – Property of Power Design 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
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 IT QC TRAINING WELCOME Laura Vasquez Confidential Information – Property of Power Design
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
NEW: PM Post Assessment PM Post Assessment Process: 1 PX Requests Post Assessment & OTD sends feedback form 2 OTD Completes Project Discovery 3 OTD Meets with PX & PM to develop Training Plan 4 OTD delivers Training 5 OTD holds post training meeting with PX 6 OTD surveys the PX at 90 days to determine if more training is needed REACH OUT TO TRAINING FOR MORE INFORMATION! Confidential Information – Property of Power Design
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
Confidential Information – Property of Power Design 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
Confidential Information – Property of Power Design Updated: plusONE Confidential Information – Property of Power Design
Confidential Information – Property of Power Design 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
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
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
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
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