Think about a successful project.
The clients are on board, everything is delivered when it is supposed to be, communication is smooth, and progress is tracked. There are no surprises, and the job is completed on time and within budget.
That’s the dream.
But that doesn’t always happen. Projects can go awry, with materials, labor, costs and the client relationship flying out of control. Fortunately, one of the best ways to prevent a project from going off the rails is by practicing great project management.
The most important element to project management is that very first day. That’s where the tone is set for the entire project. By taking the time to look everything over and make sure everything is in place, you can prevent nasty surprises from popping up later and throwing you off course.
Here’s what a typical first day looks like on one of my projects:
Have there been challenges? Of course. Sometimes you run into unforeseen situations that even the best preparation couldn’t have prevented — a new fixture might have a mounting system that doesn’t work with the building’s existing framing, so then you have to figure out how to make it work.
Most obstacles, however, can be prevented with thorough preparation. For example, 99% of the building could be a normal universal voltage, but one section in the warehouse is 480 volts. If you were not thorough in your initial inspection and didn’t account for that, you now have a problem: You have to get transformers and possibly postpone the project.
The less diligent your project management, the greater the odds of running into these situations, and the downstream impact can be considerable: Labor charges increase, time and travel costs increase, and delays happen. And even if you can reassign crews to work on some other part of the project, it’s still an added headache that likely could have been prevented.
Here are the top ways you can help make your project run smoothly, on time, and within budget. They fall into three general categories:
Let’s look at each one.
Know your customer: It’s important to know who the decision-maker is. That person may not always be your main point of contact. Developing relationships beforehand with the key players in the customer relationship sets the stage for success.
Know the site: Get involved in the site audit, do site visits beforehand, make sure you (and key members of your crew) take as many photos as possible from multiple angles. The better you know the site and what the job entails, the more accurate you can be with your quote and with the expectations you set with the customer. Plus, there’s less risk of being blindsided partway through the job and having to course-correct.
Prep your checklist: There are plenty of small steps you can take at the beginning of a project that save you headaches later on, and a good checklist helps you remember those steps. On mine, I typically run through items like:
Be the first and last touch: Establish the relationship with the customer early on, and when the project is finished, make sure to circle back with them to ensure everything is wrapped up well. If the customer’s last touch is the crew leaving, and possibly not cleaning up after themselves, that hurts your reputation. Touch base with the customer at the end to see if there are any lingering problems you can solve before sending your invoice.
Don’t just tell, show: This is where all those photos you took come into play. Generating before and after pictures (or before and after video) is a great way to please the customer and show that expectations were met or even exceeded. For one strip center job we did, we took drone footage at night before we started the job and after we finished it. The difference in the lighting quality was dramatic and really wowed the client.
Explain, listen and trust: Your foreman, your contractor, your crew are all essential members of your team. Make sure that you’re not the only one with the full picture. Give them as much information as you have about the job, listen to their questions, and trust their recommendations. Creating a culture of transparency and fearless communication gets – and keeps – everybody on board and prevents those ugly situations where someone thought they understood the expectations, but in reality, did not.
Learn from your victories – and your mistakes: Having a process in place is only as good as how often you analyze it. After each job, look at what went well, what didn’t, and what steps in your project management processes contributed to (or detracted from) success.
Study up: A strong knowledge base is essential. When you look at a fixture, you should have a good grasp on the electrical behind it, the mounting, how the fixture is designed, what it can and cannot do, and what kind of modifications you can get away with.
Be flexible: A good project management process means controlling what you can and adjusting for what you cannot. No matter how well you prepare, the unexpected may happen. It is important to be able to think on your feet, be flexible about the plans, and focus on solving the problem.
Project managing a lighting retrofit requires you to juggle a thousand different balls at the same time, but by being methodical, communicating well, and making sure you have the knowledge to roll with the punches, you’re well on your way to a successful project that earns you happy clients and increased business opportunities.