PROJECT MANAGEMENT SOP ONBOARDING CHECKLIST
Use this to track your progress over the next 6 weeks. Be sure to SAVE as you go and click SUBMIT when you are completed with all tasks.
Name
*
First Name
Last Name
Office Location
*
Please Select
Jessup
Manassas
Norfolk
HCI
Richmond
Yorktown
WEEK 1
Week One Project Manager Tasks
First Day Arrival & Meet with Manager
New Hire Packet and HR paperwork Completion
Desk / Space Set Up
Computer & Phone Set Up
Office Tour
Get Office Front Door Key
Meet & Greet, Managers
Meet & Greet, Co-Workers
IT & Cyber Security Training
Threat Awareness Training
Hercules Onboarding Website & Sharepoint Review
High Level Overview of Project Management SOPs
High Level Overview of Estimating & Sales SOPs
WEEK 2
Hercules Capabilities / Corporate Overview
Meet and greet - Management
Meet and greet - Area Experts
Tour Jessup
Tour HCI
Project Lifecycle
Review Sign hanging video and SOP with Manager
Shadow PM - 4hrs
Meet crew in field with PM - 4hrs
Introduction to Estimating
Review SOP Documents and/or Videos
Sit with Corey/Mark in conference room
Shadow/assist with digestible bid
Sit in / shadow weekly meetings between Mark & employee (Corey present)
Chain Link Fence Basics
Review SOP Documents and/or Videos
Walk the shop/yard with Brad, Jeff, Ed and focus on learning the parts and pieces
Review and keep CLF sample to get familiar with all parts and pieces
Visit SPS Bladensburg
Ornamental Fence Basics
Review SOP Documents and/or Videos
Walk the shop/yard with Brad, Jeff, Ed
Review and keep ORNA sample to get familiar with parts and pieces
Visit Ironworld MFG
Ameristar Training
Bluebeam
Review SOP Documents and/or Videos
Watch 2hr Bluebeam Training video
Practice session
Shadow 3 Bluebeam take-offs
Assist 3 Bluebeam take-offs
Smartsheet Logging, Tracking & Updating
Review SOP Documents and/or Videos
Watch expert and manager - logging, updating
Display ability to locate Job List, Job tracking, PO, Rental Log, PM Meeting Notes
Meet the expert and manager - follow-ups
WEEK 3
Understanding Plans and Details
Review SOP: Understanding Plans and Details Documents and/or Videos
Manager and estimator meeting to review a digestible take-off already done
Shadow estimator and watch extraction.
Assist estimator with doing a take-off for them
Go back to the 3 ITBs and extract applicable please, specs, details.
Understanding Specifications
Review SOP: Understanding Specifications Documents and/or Videos
Manager and estimator meeting to review a digestible take off already done
Shadow estimator and watch review of specifications
Assist estimator with specification review and question compilation
Go back to the 3 ITBs and extract applicable please specs, details
FenceCloud
Review SOP: FenceCloud Documents and/or Videos
Shadow Manager while they use FenceCloud
Shadow PM as they do Fence Cloud Estimate
Complete Fence Cloud estimate for 3 jobs and review with Manager
Supplier / Vendor Rolodex & Communication
Review SOP: Supplier / Vendor Rolodex & Communication Documents and/or Videos
Site with Manager to review SOP
Use Rolodex to request dummy quotes for Core Drilling, Pump Truck, and private utility locate
ITB's, RFI's, Amendments, Addendums
Review SOP: ITB's, RFI's, Amendments, Addendums Documents and/or Videos
Sit with the estimator to review the initial set of plans, then amendment/addendum changes, and use Bluebeam to cross-reference docs
Received and downloaded initial plans and amendments, and perform take-offs and cross-referenced with amendment drawings/specifications
Go back to 1 ITB and generate RFI's
Pre-Bid Check List
Review SOP: Pre-Bid Check List Documents and/or Videos Review Pre-Bid Checklist and Compile Questions
Review Checklist & Questions with Manager and/or Estimator
Revisit 1 ITB's and Complete Bid Checklist for All ITB's
Labor Costs & Production Rate Sheet
Review SOP: Labor Costs & Production Rate Sheet Documents and/or Videos
Sit down with Director of Operations and Project Manager to Review
Site down with Manager and Estimator to Review.
Go back to 3 ITBs and develop your own Daily Rate and Production Rates
WEEK 4
Bid Spreadsheet
Review SOP: Bid Spreadsheet Documents and/or Videos
Site with Manager and review the Bid Spreadsheet
Shadow PM while they compile the Bid Spreadsheet
Go back to 3 ITB's and create a Bid Spreadsheet
Permanent & Temporary Fence Proposal Template
Review SOP: Permanent & Temporary Fence Proposal Documents and/or Videos
Sit with Manager and Review Proposal Structure
Assist PM by Typing information into Proposal Template
Go back to 3 ITBs and Generate Proposals
Qualifications and Exclusions
Review SOP: Qualifications and Exclusions on Proposal & Generate Questions
Review Qualifications and Exclusions on Proposal & Generate Questions
Sit with Manager to Review Qualifications, Exclusions, and Questions
Go back to 3 ITBs and Determine what Qualifications and Exclusions are Applicable
OCIP / CCIP / Insurance Coverage
Review SOP: OCIP / CCIP / Insurance Coverage Documents and/or Videos
Sit with, or Virtually Meet with Compliance Admin & Office Admin to Review ALL things Insurance.
Sit with Manager to Discuss Responsibilities & Expectations Regarding Insurance During Bid Phase vs. Management Phase
Go back to 3 ITBs and Determine Insurance Requirements
Wage Scale & Certified Payroll
Review SOP: Wage Scale & Certified Payroll Documents and/or Videos
Sit with, or Virtually Meet with Compliance Admin and Director of Operations to Discuss Wage Scale & Certified Payroll
Sit with Manager and Estimator to Review an Existing Job with Wage Scale Requirements
Review Davis Bacon and Maryland Stadium Authority Wage Scale Classifications and Determine which are Applicable to the 10x ITB's
Compiling Dead Costs, Documents, and Manager Review
Review SOP: Compiling Dead Costs, Documents, and Manager Review Documents and/or Videos
Sit with Sales Manager to review SOP
Shadow Estimator compiling documents for review
Go back to 10 ITB's and Compile Documents for Review
Bid Bond, P&P Bond, Bond Rate Calculator
Review SOP: Bid Bond, P&P Bond, Bond Rate Calculator Documents and/or Videos
Sit with Manager and Admin to Review and Discuss
Get with Manager to Conduct Bond Rate Calculator for a Project & Discuss Standard Proposed Bond Rates
Discuss When to look for Bid Bonds
Defining Scope with no Plans or Specs
Review SOP: Defining Scope with no Plans or Specs Documents and/or Videos
Ride from job to job with Light Commercial Specialist
Assist with the Compilation of Pricing one Job for Each.
Shadow Estimator/PM in Field Handling Maintenance Contracts & Assist with Backend work
WEEK 5
Inner Company Quoting
Review SOP: Inner Company Quoting Documents and/or Videos
Visit HCI
Shadow Estimator to Loop You in on Comms with HCI for a Price
Shadow Estimator to Loop You in on Comms with HHS
Contract Review & Contract Information Summary Sheet
Review SOP: Contract Review & Contract Information Summary Sheet Documents and/or Videos
Review with Manager SOP
Sit in with VP for Contract review on a project
Create 3 CIS sheets after contract review
Project Handoff to Production / Project Management
Review SOP: Project Handoff to Production / Project Management Documents and/or Videos
Sit with Manager to review SOP
Shadow PM during hand off
Fully conduct hand off with director of operations
Job Folder Generation
Review SOP: Job Folder Generation Documents and/or Videos
Sit with Manager to review SOP
Shadow Project Manager: Generating a Folder
Put Together One Folder for Temp and One Folder for Perm for PM
T & M Tickets
Review SOP: T & M Tickets Documents and/or Videos
Sit with Director of Ops and Review T&M Tickets
Compile One T&M Tickets
Schedule of Values
Review SOP: Schedule of Values Documents and/or Videos
Sit with Manager & Accounts Recievable Manager to Review Billing Procedures and Schedule of Values (SOV)
Revisit 3 ITB's and Complete SOV for Each.
Shadow PM Submitting an AIA Billing Internally.
Billing Process
Review SOP: Billing Process
Sit with Manager & Accounts Receivable Manager to Review Billing Procedures and Schedule of Values (SOV)
Shadow PM Submitting a Billing Internally.
Purchase Orders
Review SOP: Purchase Orders Documents and/or Videos
Get with Manager and Review Hercules Smartsheet Purchase Order Log
Shadow PM Processing Purchase Order
Compile One Purchase Order for a Project Manager
Equipment Rental
Review SOP: Equipment Rental Documents and/or Videos
Sit with Manager & review SOP
Shadow PM or Production Co-ordinator on an equipment rental
Estimating Form
Review SOP: Estimating Form Documents and/or Videos
Review Estimating Form with Project Manager
Create Estimating Form with Estimator, for Project Manager, for Project Hand Off
Revisit 10ITBs and Create Estimating Form for Each
Job Handoffs
Review SOP: Job Handoffs Documents and/or Videos
Shadow x3 Estimator / PM Handoffs in Conference Room
Assist PM x1 with Running Point on Handoffs
WEEK 6
AHA Safety Plans
Review SOP: AHA Safety Plans Documents and/or Videos
Meet with Safety Director to review AHA Creation
Create 1 AHA with Safety Director review
Miss Utility
Review SOP: Miss Utility Documents and/or Videos
Sit with Manager & review SOP
Input 3 Miss U tickets with Manager oversight
Job Vetting
Review SOP: Job Vetting Documents and/or Videos
Sit with Manager & review SOP
Shadow PM and Admin on submitting vetting for a project
Submittals
Review SOP: Submittals Documents and/or Videos
Sit with Manager & review SOP
Shadow PM that is creating submittal package
Create 3 submittal packages, 1 for CL, 1 for Ornamental and 1 for CL Double Swing Gate - review with Manager
Work Order Checklist
Review SOP: Work Order Checklist Documents and/or Videos
Sit with Manager & review SOP
Work Orders
Review SOP: Work Order Documents and/or Videos
Sit with Manager & review SOP
Shadow PM creating a Work Order
Create 3 WO's for Manager review - using Work Order Checklist
Pre-construction Meeting
Review SOP: Pre-construction Meeting Documents and/or Videos
Sit with Manager & review SOP
Shadow PM running a Pre-con meeting
Set up and Run 1 Pre-con meeting with Manager
Daily Reports
Review SOP: Daily Reports.Documents and/or Videos
Sit with Manager & review SOP
Review Daily Reports with Production Co-ordinator at end of the week for Payroll
WIP Report
Review SOP: WIP Report Documents and/or Videos
Sit with Manager & review SOP
Review WIP Report with Manager
Computer Ease and Budget Tracking
Review SOP: Computer Ease and Budget Tracking Documents and/or Videos
Sit with Manager & review SOP
Shadow PM going through the review process for their active jobs
Invoice Approval
Review SOP: Invoice Approval Documents and/or Videos
Sit with Manager & review SOP
Review with Admin process for Invoice Approval
Credit Card Use Process
Review SOP: Credit Card Use Process Documents and/or Videos
Sit with Manager & review SOP
Shadow PM on a CC order
Project Close out Documents
Review SOP: Project Close out Documents Documents and/or Videos
Sit with Manager & review SOP
Shadow PM on creating project closeout
Create warranty and O&M packet for a project
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