Project Overview and Master Planning
- Establishes project scope
- Reviews product mix
- Confirms dates and scheduling objectives
- Review plans
Establish Critical Path and Schedule
- Confirm occupancy date requirements, construction and carpet schedules.
- Review product lead times
- Establish a target date for commencement of installation
- Confirm shipping dates
- Publish a schedule and notify all parties concerned.Order Structuring and Management
- Review routing requirements
- Request ship dates with factory
- Review order tagging against the plan
- Break down product mix in a logical sequence of orders that coincide with phasing plans.
Preinstallation Planning
- Identify any potential oversized items
- Check loading dock / building access
- Verify elevator availability and size
- Reserve Elevators
- Verify critical dimensions
- Notify shippers with directions to the job site on direct shipments
- Supply insurance certificates
Order Expediting
- Verify acknowledgements
- Establish and confirm ship dates
- Fine tune ship dates to coincide with project schedule.
- Establish a project dialogue with manufacturers traffic department
Project Coordination and Site Work
- Verify access routes
- Check loading dock sizes
- Plan staging areas
- Observe construction progress
- Coordinate with electrical and telecommunications
- Attend construction meetings
Delivery and Installation Supervision
- Verify product counts against shipping documents and order
- Monitor labor and manpower levels
- Coordinate activities between trades
- Check for adherence to schedule and plans
- Inspect installation for quality control
Installation Trouble Shooting
- Identify and resolve shortages and back orders.
- Expedite any change orders
- Expedite and resolve scheduling conflicts
- File claims for damages
Punch List and Resolution
- Establish punch list
- Supervise and expedite installers for completion of punch list items
- Coordinate resolutions to shortages and damage replacements.
- Coordinate resolution of warranty and manufacturers quality control issues.
Fine Tune, Clean Up and Final Inspection
- Check that all furniture is level and operational
- Inspect all items for damages
- Check all keys and locks for proper operation
- Wipe down and check all furniture for proper alignment
Change Order Management
- Identify any field changes required as a result of variations in construction build out or end user preferences.
- Obtain proper approvals
- Revise specifications and obtain additional parts as necessary
- Modify installation
See Also:
Project Management Solutions
PM Features and Benefits

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