Project Management 101

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Today’s Objectives

Describe the traits of successful project management

Explore how financial considerations impact a project

Examine the impact of technology on project management

Discuss the importance of communication

List common pitfalls to avoid

Answer your questions

Meet Our Panelists

Joe CrowleySr. Project Manager,

Trinity Building + Construction

Management Corp.

Trinity HallVP of

Construction and Finance,Dickey’s Barbecue

Restaurants

Juan Martinez, PhD, PE, FCSI

Principal,PROFITALITY

trimarkusa.com

Project Management Webcast On Demand

These slides are from a free webcast from restaurant development + design magazine on Project Management 101.

You may access the on-demand archive of the full presentation here: http://rddmag.com/pmwebcast

Project Management Essentials

Juan’s four project management pillars:

1. Communication

2. Experience

3. Planning

4. The Ability to React in a Timely Manner

Project Management Essentials

Joe’s project management fundamentals:

Know your goals

Evaluate the drawings to ensure they meet your goal

Have the ability to look beyond the drawings and

execute

Acknowledge everything revolves around the kitchen

The Making of a Good Project Manager

The attributes Trinity looks for in a good project manager:

Someone with great authority that commands respect

Shows the ability to get buy-in from the entire team

Realizes franchises entrust a lot to them and does not

take that lightly

Getting a Project Started

Joe’s three keys to successfully launching a project:

1. Establish and understand the intent of the

project’s goals

2. Develop a plan, complete with drawings

and steps

3. Review the plan to make sure it supports

the project’s goals

Initial Planning Steps

Juan’s best practices to get the most out of the initial planning stage:

Ensure everyone is on the same page in terms of

goals, objectives, design intent and more

Leverage your time together

Make sure everyone on the team you choose adds

value

Commit to the process

Managing an Aggressive Growth Plan

Trinity’s thoughts on managing growth:

The project manager leads the team and focuses on the relationships

Other team members specialize in specific areas

Establish a process outline for each store

Stick to the timeline

Managing an Aggressive Growth Plan

Juan’s keys to expediting a project:

Have a kit of parts to

apply in a site design

Minimize the

adjustments to the core

concept

Fun with Financials

Juan’s keys to managing a project’s finances:

1. Create a budget with

proper contingencies

2. Doing it right is the

most important thing

3. Thoughtfully leverage

the expertise available

Fun with Financials

Joe’s advice for good financial management:

Get the entire team involved

early in the process

Manage the process

holistically

Don’t pinch pennies up

front – do your due

diligence

Joe’s Rules of the Road

1. Understand the local

codes

2. Communicate

3. See the big picture

Driving Toward On-Time Openings

Trinity’s Rules of the Road

1. Get complimentary

inspections

2. Use a certified trainer to

make sure cooking

equipment and other items

function properly

3. Make the most of the new

store opening team

Driving Toward On-Time Openings

Managing Aggressive Timelines

Joe’s tricks of the trade:

Allow extra time at the

beginning to get things

right

Have project management

team properly set up the

subcontractors

Managing Aggressive Timelines

Juan’s tricks of the trade:

Establish realistic timelines

Know your partners’ capabilities

Make sure vendors understand

and can handle timing

Understand the difference

between new builds and remodels

Technology’s Impact on Project Management

Juan’s take on technology:

Playing a greater role

Leverage it to maximize

communication

Still need to have strong

local representation

Technology’s Impact on Project Management

Trinity’s take on technology:

Still looking for a solution

that meets Dickey’s needs

Reporting is key

Need to share information

among project specialists

Technology’s Impact on Project Management

Joe’s take on technology:

Pick a tool that facilitates

clear, consistent

communication

Uses a software package to

track questions, submittals

and other details

Managing Communication

Trinity’s approach to clear, consistent communication:

Morning meetings with project

management teams

Consistent contact with

franchisees

General contractors follow

Dickey’s from market to market

Vendors send photos or videos

every day they are at a job site

Managing Communication

Joe’s comments on communication:

Restaurants require more communication than other projects due to their detailed nature

Track project developments through meeting minutes

Update everyone

How to Avoid Project Management Pitfalls

Joe: Know how you want to operate and pick the right products

Juan: Plan realistically from the beginning and never underestimate the seriousness of any changes.

Trinity’s trio: The project manager is in control and has a list of deal killers; ensure proper financing and make sure manufacturing is in place.

Questions from the Audience

Closing Thoughts

Juan: Correct those issues that can have a long-term

impact.

Joe: Understanding that it’s a balancing act and

everything is interdependent.

Trinity: Invest in a good process and plan and trust

them!

Thanks to Our Sponsor

trimarkusa.com

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