Course Curriculum

  • 1

    BEFORE WE BEGIN

    • Preparing for the Course

  • 2

    WEEK 1: Preparation for to 6 Weeks to STREAMLINED

    • Welcome

    • Course Format

    • Inefficiency Quantification Worksheet

    • Join the Facebook Group

  • 3

    WEEK 2: Foundation for your Client Experience

    • Company Identity

    • Key Characteristics

    • Team Values

    • A Message to Your Team

    • New Client Questionnaire

    • What to Expect Document & Welcome Package Guidance

    • Project Status Update

    • Prospective Client Call-In Form

    • Congratulations!

    • Week 2 Complete

  • 4

    Week 3: TEAM STRUCTURE AND ROLES

    • Welcome to Week 3

    • Inward Facing Webinar

    • The Hierarchy Chart

    • Building Your Team

    • Foundations for Building Your Team

    • Accountability Chart

    • CEO Accountability Chart

    • The CEO Worksheet

    • Office Manager/Expeditor Accountability Chart

    • Office Manager/Expeditor Duties

    • Expediting Process

    • The Senior Designer

    • Senior Designer Duties

    • The Junior Designer

    • Junior Designer Duties

    • Project Workflow

  • 5

    Week 4: FUNDAMENTAL OPERATING SYSTEMS AND TOOLS

    • Welcome

    • Master Project's Timeline

    • Design Project Scheduling Worksheet

    • Design Process Checklist

    • Site Survey Checklist

    • New Client Checklist

    • Installation Checklist

    • Master Task List (MTL)

    • Utilizing the MTL

    • Design Development Meeting

    • Office Rhythm Method

    • Team Sync Meetings

    • Week 4 Complete

  • 6

    Week 5: PROCESS WORKFLOWS AND TOOLS

    • Welcome

    • New Client Checklist

    • Purchasing Process Workflow

    • Skeleton Method

    • The Expediting Process

    • Week 5 Complete

  • 7

    Week 6: OFFICE ORGANIZATION METHODS AND TOOLS

    • Overview

    • Purchase Orders

    • Design Review Binders

    • Client Bins

    • Admin Files

    • Desk Trays

    • Time Billing Client Contract

    • Time Billing Worksheet

    • A/R Binder

    • A/P Clipboard

    • Vendor Files

    • VIP Binder

    • Vendor License and Insurance Binder

    • Travel Itinerary Template

    • Loyalty Program Membership Template

  • 8

    Review

    • End of Course Survey