Week 05 · Forge Curriculum
OPERATIONS™
The Processes & Procedures Builder
Create a company that runs consistently, efficiently, and profitably by developing documented systems and repeatable procedures. Learn how to reduce mistakes, improve accountability, increase productivity, and build a business that can grow beyond the owner.
Topics Covered
What this week covers
Operations Management
- Building an Operations Framework
- Organizational Structure
- Roles & Responsibilities
- Department Coordination
- Daily Operations Management
- Operational Accountability
Standard Operating Procedures (SOPs)
- SOP Development Methodology
- Documentation Standards
- Workflow Mapping
- Process Improvement
- Procedure Maintenance
- SOP Implementation Strategies
Administrative Operations
- Office Procedures
- Document Management
- Recordkeeping Systems
- Internal Communication Standards
- Meeting Structures
- Reporting Procedures
Project Management
- Project Planning Systems
- Scheduling Procedures
- Milestone Tracking
- Resource Allocation
- Job Progress Monitoring
- Project Completion Procedures
Lead Management
- Lead Intake Procedures
- Lead Qualification Systems
- CRM Management
- Follow-Up Processes
- Proposal Tracking
- Lead Conversion Workflows
Sales Operations
- Sales Process Documentation
- Estimating Procedures
- Proposal Development
- Contract Execution
- Customer Onboarding
- Sales Reporting
Production Management
- Jobsite Preparation Procedures
- Crew Scheduling
- Material Ordering Systems
- Equipment Allocation
- Production Tracking
- Completion Verification
Quality Control
- Quality Assurance Programs
- Inspection Procedures
- Punch List Systems
- Customer Approval Processes
- Workmanship Standards
- Corrective Action Procedures
Communication Systems
- Internal Communication Protocols
- Customer Communication Standards
- Vendor Communication Procedures
- Project Update Processes
- Escalation Procedures
- Documentation Requirements
Vendor & Supplier Management
- Vendor Qualification Standards
- Supplier Evaluation Processes
- Purchasing Procedures
- Inventory Controls
- Material Tracking Systems
- Vendor Performance Reviews
Human Resource Operations
- Hiring Procedures
- Employee Onboarding
- Training Processes
- Performance Reviews
- Accountability Systems
- Employee Documentation
Technology & Automation
- CRM Utilization
- Workflow Automation
- Project Management Software
- Cloud Storage Procedures
- Task Management Systems
- Reporting Dashboards
Performance Measurement
- KPI Development
- Productivity Tracking
- Operational Scorecards
- Department Reporting
- Process Audits
- Continuous Improvement Planning
Scalability Planning
- Delegation Systems
- Management Structures
- Capacity Planning
- Growth Preparation
- Expansion Procedures
- Leadership Development
Homework Assignment
This Week's Homework
Build 5 Core Standard Operating Procedures (SOPs).
Deliverables
What You Walk Away With
- Operations Workbook
- SOP Builder Template
- Workflow Mapping Worksheet
- Organizational Structure Planner
- Project Management Checklist
- Quality Control Checklist
- Communication Standards Guide
- Employee Accountability Template
- Operations Audit Worksheet
- Scalability Planning Framework
Outcome
By The End Of This Module
A contractor business supported by documented systems, repeatable processes, and operational standards that improve consistency, reduce errors, increase efficiency, and create a foundation for sustainable growth.
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