How a project starts is critical to set it on the right path to producing a positive customer experience and a profitable conclusion. A contract forms the legal agreement between a willing buyer (the customer) and a willing seller (the contractor). The contract is built upon the foundation laid from a clearly defined agreed-upon scope of work. What is and, as importantly, what is not included in that scope of work is outlined in the contractor’s estimate. Let’s discuss three guiding principles for better project outcomes. Element 1 - The Claims StandardThe Claims Standard is a guiding principle for all members of your team, and it crystallizes the responsibilities of all parties in the insurance claims relationship. Restoring the property to resemble pre-loss conditions, with materials of like kind and quality; no more and no less. Your initial site inspection identifies the affected areas related to the source and extent of the damages.
If everyone on your team understands and continues to frame the project in accordance with The Standard, all parties will have a clearer understanding of the parameters for success. I believe that when you properly implement this simple narrative into your process, from the outset, you can help steer the project lifecycle more consistently to a successful outcome (habit). Setting the expectations at this point in the project sets the team up to execute realistic expectations during production. Element 2- A Simple Estimating FormulaEstimating is the process of establishing the agreed-upon scope and cost for a given project. As contractors, we utilize a simple estimating formula to guide our process: Thorough Data Capture (TDC) + Accurate Data Input (ADI) = A Defensible Estimate (ADE) If you are struggling to produce consistently positive project outcomes, you should review whether your data inputs (estimate) are accurate as well as whether your data capture (documentation) is thorough. You must take accountability for this truth: The quality of the data inputs (composed estimate) is in direct correlation to the quality of the data captured. Everyone on the team should understand the importance of gathering and sharing quality documentation from the worksite. To tie these two elements together, the estimator will do everyone a favor by making the previously mentioned Standard clear at the outset of every claim. Your introduction could be something to the effect of, “My job is to perform thorough data capture of the site conditions so that I can accurately data input to generate an estimate for an agreed-upon scope (most likely through Xactimate) to restore your property to resemble pre-loss conditions.” Many customers choose to upgrade materials or use the damage scenario as a time to finally make those remodeling changes that they have been contemplating for months. Before a restoration contractor can bid the changes to the client, everyone needs to be clear on what is part of the insurance scope so the proper charges are going to the correct parties. Element 3 - The Restoration TriangleThroughout his career, Pete Consigli, The Global Restoration Watchdog, trained restorers to value the Restoration Triangle. Each party brings something unique to the table that should be heard and referenced as the agreed-upon scope is established:
Pete reminds stakeholders, “If one of these parties is left out of the process of determining and agreeing on the extent of damage, scope of repair, cost of restoration to a pre-loss condition, timelines, and criteria for satisfactory completion, then there will be problems.” A claim should not follow the narrative of a T.V. drama or a strategy for Survivor, whereby two members of the triangle team up to push their narrative through. For example, the contractor and client should not be in cahoots to figure out a way to “maximize the claim” without justification. This is fraud. Neither should the contractor and the carrier be working together to dwindle the scope. This is short-changing (and likely grounds for bad faith). Developing Your Estimating ProcessBetter project outcomes start with better project initiation. As an owner or manager, if you want accountability within your systems, you need to ensure your processes are clear and consisstenlty followed. As an estimator, you need to acknowledge your role in setting up your team for success. As a team, everyone has to work together if the process is going to improve. We know there are two primary goals,1) produce a happy customer, hopefully resulting in repeat and referral business (the best kind), and 2) a profitable project so that we can invest in people and growth. My soon-to-be-released fourth book, How Not To Such At Estimating, will also be a course delivered through Restoration Technical Institutes' learning platform. The content is designed to help restoration professionals develop Habits for Better Project Outcomes. I will share at least 3 more elements to add to your estimating toolbag. If you are interested in peer-reviewing a chapter or would like to be considered to win one of 12 FREE copies for aspiring intentional estimators, please contact The DYOJO through the book's landing page.
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My friend, the global restoration watchdog, Pete Consigli, didn’t lie. The AEML Winter Break in January 2022 was FABULOUS. He said, “Be there or be square," and the team delivered on a value packed event. We had three days of information that was pertinent to mold assessors and remediator‘s, and so much more. Topics included:
A testament to the value that AEML brought to the microbial remediation industry was that the speakers were excited and engaged in the presentations from the other speakers. They often were the ones asking probing questions of each other to get a better understanding of the area of focus being discussed. If you want to know more about this event, and whet your appetite for 2024 when THE Florida Mold Conference returns:
We resume our series, The Xactimate Sessions. We are discussing the mindset and habits that have helped your peers in the insurance claims industry to elevate their scoping, estimating, and project management game. File 006 introduces the audience to Joyce Gabriel, a talented general manager for a full-service restoration company based in Tacoma, WA. Listeners will remember when Joyce joined us for podcast episode 52 to discuss some of the powerful tools she has learned for connecting with and interacting with your team. Joyce rejoins the podcast and helps us explore the mindset and habits for effectively training your employees to understand and utilize the Xactimate estimating software. Xactimate Podcast DiscussionThe Xactimate Sessions from The DYOJO Podcast File 006: Training Others In Xactimate Season 3, Episode 75 Guest: Joyce Gabriel, General Manager (Tacoma, WA) Our discussion includes appearances by these guests:
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The DYOJO Podcast New episodes of The DYOJO Podcast are released on Thursdays 9am PST via video through YouTube and/or audio is distributed through platforms such as Apple, Spotify, Google, etc. Learn more by visiting our website - YouTube.com/thedyojo We sat down with Ben Cushman of Deschutes Law Group to discuss a few quick perspectives on the importance of Mechanics Liens in the construction and property restoration process. Ben has been practicing construction law for over 25 years, the last 5 of which have been with his own firm based in Olympia, Washington. What is a Mechanics LienA mechanic’s lien is a guarantee of payment to builders, contractors, and construction firms that build or repair structures. Mechanic's liens also extend to suppliers of materials and subcontractors and cover building repairs as well. The lien ensures that the workmen are paid before anyone else in the event of a liquidation. Liens are the best security a contractor hasMany general and restoration contractors have expressed some reservations regarding using or enforcing Mechanics Liens. According to contracts lawyer Ben Cushman, of Deschutes Law Group, Liens are the best security a contractor has for non-payment, and it provides all kinds of strong remedies. Mr. Cushman will be joining us for our January meeting of the Fellowship of Construction Knowledge and Entrepreneurial Development. He will help educate our peers on the proper use and execution of liens and attendees of the meeting will benefit from discussing the experiences of other contractors as well. This group is for Pacific Northwest, specifically Washington, based professionals who work in the insurance claims industry (i.e. contractors, adjusters, providers, etc.). MEETING 004
Mechanics Liens resources for contractors
DYOJO NATION ALERT! Seasonings Greetings "Nation" from the Intentional Restorer. Santa put a note under the DYOJO Holiday Tree and asked that I share it with you. He asked if you have been naughty or nice in 2021? He said you should reward yourself and your key associates with a trip to the USA's #1 Snowbird destination next January 27th to 29th, 2022 America's Sunshine State! If you are an IEP, Remediator, Restorer and/or engaged in the Mold and Water Damage Restoration industry then Deerfield Beach Florida is where you'll want to be the last week of January in 2022 to get educated and network with fellow Mold Assessors and Remediators! A couple of weeks ago I posted a trailer video of the Restoration Global Watchdog telling the DYOJO Nation that THE Florida Mold Conference known as AEML Winter Break was going to be Fabulous and to Be There or Be Square! That video clip was taken from raw footage shot by me and Pete Consigli last 4th of July weekend in South Florida on a road trip after the RIA 75th Anniversary Diamond Convention. Today DYOJO Nation will be the first to preview the full-length movie of the Intentional Restorer and the Restoration Global Watchdog walking and narrating the Winter Break venue at the Deerfield Double Tree Hotel.
IF you are not convinced that being at Winter Break next January is the place to be, then you must like shoveling snow, scraping icy windshields, and bundling up to keep warm from the bone-chilling cold! I'll be there with the Global Watchdog doing a live stream DYOJO podcast from Winter Break, as will Cliff "Z-man" Zlotnik one of the OG's of IAQradio+ and even ISSA Media Director Jeff Cross of Straight Talk fame! Come enjoy the education, networking, and the weather in the Sunshine State the last week of January, like the Restoration Global Watchdog says, "It will be Fabulous, Be there or be Square!". Winter Break Agenda & Speakers
AEML Winter Break 2022-The Florida Technical Conference on Mold - Promo Video from The DYOJO To all our friends and peers in the restoration industry who deal with mold assessment and/or remediation, what better excuse is there to get your butt to Florida in January than to network with some of the leading minds in this area of expertise?
As the OG Intentional Restorer, aka The Restoration Global Watchdog, Pete Consigli says, "Be there or be square." Receive all 14 Florida MRSA/MRSR CEU’s in one weekend while enjoying leading industry speakers, sponsors, and so much more!
Subject Matter Experts and Nationally Recognized Leading Authority Speakers addressing the 2022 Winter Break Conference theme of the 4 M’s, “Moisture, Materials, Mold & Methodologies" January 27th-29th 2022 Schedule & Ticket options
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