Course Curriculum

  • 1

    WEEK 1: Preparation for to 6 Weeks to STREAMLINED

    • Week 1 Introduction Video

    • Inefficiency Quantification Worksheet

    • Introduce Yourself

  • 2

    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

  • 3

    Week 3: Fundamental Operating Systems and Tools

    • Master Projects Timeline

    • Design Project Scheduling Worksheet

    • New Construction Project Scheduling

    • Project Workflow

    • Design Process Checklist

    • Site Survey Checklist

    • New Client Checklist

    • Installation Checklist

    • Master Task List

    • Team Sync Meetings

    • Design Development Time Block

  • 4

    Week 4: Process Workflows and Tools

    • Design Team Bootcamp

    • CEO Task Worksheet

    • New Client Checklist

    • Skeleton Method

    • Project Purchasing Workflow

    • Expediting Process

  • 5

    Week 5: Office Organization

    • Overview

    • Purchase Orders

    • Design Review Binders

    • Client Bins

    • Admin Files

    • Desk Trays

    • Time Billing Client Contract

    • A/R Binder

    • A/P Clipboard

    • Vendor Files

    • VIP Binder

    • Vendor License and Insurance Binder