Factors That Influence Organizations:

• Legislation
• Contract requirements
• Insurance
• Incidents, Media, and Brand Exposure
• The Social Costs of Workplace Incidents
• Corporate Social Responsibility
• Best Practices

Mastering the Fundamentals:

You will understand the seven steps of the contractor management framework, including key definitions, the phases, and practical advice on sustainability.

A company-specific contractor management standard is a best practice and a critical success factor. Every contractor management activity has its roots in this foundational document.

In lesson two, you will gain a thorough understanding of how to build and implement a standard that fits your organization. 

Purchasing with Confidence:

Eight high-impact lessons that bring you the processes and tools to ensure your organization has asked the right questions and vetted your bidders. 

Leading and lagging indicators, single and two-stage assessment, the weighted category scorecard, risk ranking frameworks, and the benefits of approved contractor lists are all covered in detail.

Small contractors present special challenges on many fronts. Lesson eight provides a common sense approach to assessing small contractors. 

Caveat Emptor:

is a legal phrase that means 'Buyer Beware'. Purchasers have an obligation to understand their service providers. Unit 3 walks through all aspects of contractor prequalification so you can lead with confidence.

Four lessons cover why you should prequalify, a detailed description of the process, and how to manage data and documents.

Participants will understand the modes of prequalification, questionnaire design best practices and the technology hierarchy. 

Unit resources include four bonus articles the fill in the legal background of this critical contractor management activity.

Protecting your Organization

Unit five covers the critical work of establishing standards that protect people and the facility from preventable losses. 

Establishing safety standards is essential loss management work.  

Harmonizing safety standards is a key success factor for establishing a safe work site. Lesson one walks through the best practices.

Site-specific Safety Plans set the requirements for contractor activities on the worksite. Learn the required elements and stakeholder inputs for this high-value element.

Breakdowns of authority and responsibility for safety tend to occur the longer the subcontractor chain is. In lesson 4 we cover practical steps that ensure accountability down the line. 

Getting the Best Start

Planned kick-off and managed mobilization are contractor management best practices that pay huge dividends is all aspects of field performance. 

Unit 6 spans seven lessons including kick-off meetings, training plans, permits & authorizations, orientation, facilities and environmental protection. 

This unit includes a free bonus Safe Work Permit System for high-risk tasks like confined space entry, hot work, lock-out/tag-out and dangerous holes and leading edge work. 

Managing 'Due Diligence'

Contractor monitoring is a critical client activity that demonstrates due diligence and control of the workplace. Unit 7 covers five high-value activities that present a comprehensive approach to active-phase contractor monitoring.

Planned and informal inspections, focused observations, safety program auditing, structured meetings and formal reporting all contribute to long term success. 

Unit resources include our Critical Activities Checklist Package that includes ten high-value focused observations with background narratives. Provided in MS-WORD format for easy customization and branding. 

Capturing Lessons Learned

Participants will gain a detailed understanding of post-project performance reviews. 

Included are practical methods for capturing what went well and where there is opportunity for improvement. 

Continuous improvement means identifying and scrubbing out methods that don't deliver the expected results. Unit eight advances that business goal. 

Unit resources include Performance Review and Upgrade Plan templates. 

Bonuses

when you enroll in this Course...

Free with Contractor OS are three high-value bonuses that you can implement immediately.

BONUS 1: Contractor Management Self Assessment

Do you want to know if you are following contractor management best practices? Complete the ten minute self-assessment and get clear about where you are today, and where you could be in the future.

BONUS 2: Contractor Critical Activities Checklists

Are focused observations a part of your contractor monitoring plan? Here are ten compliance checklists that will get a handle on high-value contractor field activities.

BONUS 3: Critical Activities Audit

Here is an audit tool that measures five of the most impactful contractor health and safety systems. It's turn key and ready to implement on download with our premium course. 

BONUS:

Contractor Management Self-Assessment

Measure up against the thirty elements of a top-end contractor management system. 

Our comprehensive self-assessment includes our proprietary scoring table and rankings.

Some activities return more value than others, and organizations need to walk before they run. Find out the most valuable systems and where they fit for your organization. 

BONUS:

Focused Observations

Monitoring of work in progress occurs in a contract's active phase, where actions are taken to verify that contractors have implemented the worksite's safety standards.

This package of ten checklists covers a range of technical safety and leadership elements. 

BONUS:

Critical Activities Audit

Get an immediate handle on how your contractors have implemented orientations, risk assessments, management safety training, and key documentation.