Change Orders: Managing Expectations & Measuring Production and Profitability

Learn expert strategies for managing change orders and help optimize project management and protect profitability.

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Instructor: Troy Guevara
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1 hour

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2,054 students

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Last reviewed 9/2024

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Video Content

Course Description

Are you looking for strategies to better manage change orders on your construction projects? Welcome to "Change Orders - Managing Expectations & Measuring Production and Profitability," a course guided by Troy Guevara, a seasoned expert with decades of experience in construction and technology consulting. Whether you are a General Contractor or Specialty Contractor, this course provides insights into the process, documentation and productivity challenges associated with Change Order Work.

In this course, you'll explore key topics related to change orders in construction, starting with understanding what constitutes a change order and different change types, including hidden ones. You'll learn strategies for measuring production and profitability and how to handle potential risks and expectations related to change orders. The course also provides practical advice on documenting in a way that protects all parties involved, without holding up job progress.

By the end of the course, you'll be equipped with practical skills to manage change orders confidently. You’ll learn how to communicate effectively with clients, contractors, and architects, and document your processes to avoid liability issues. This course will help you to keep your projects moving smoothly, so you can achieve timely completion and client satisfaction.

Learning Objectives

  • Describe how to track change orders and profitability simultaneously.

  • Explain the impact of clear communication and a detailed scope of work on managing change orders.

  • Define best practices for managing change orders and what to avoid.

  • Identify strategies for finalizing contracts during the bid stages.

Prerequisites

  • Learning Level: Intermediate

  • Prerequisite Knowledge: Familiarity with basic construction project management principles including construction contracts and general terms associated with change orders

  • Recommended Knowledge: Awareness of project scheduling, construction law and cost estimation is beneficial

Continuing Education Course Credits

Course Title: Change Orders: Managing Expectations & Measuring Production and Profitability

Course Number: GB19-44-092024

Session Number: 1

Curriculum Group Name: AIA Providers

Credit: 1 AIA LU

Course Expiration Date: 09/24/2027

Procore's Continuing Education courses may qualify for continuing education credits with other professional organizations or fulfill state licensing requirements. If you are a member of a different organization, you can download your course completion certificate from your learning profile and report your completion yourself to the organization for potential credit. Please refer to the organization's continuing education requirements for course eligibility information.


AIA CES Provider statement

Procore Technologies is a registered provider of AIA-approved continuing education under Provider Number 40108059. All registered AIA CES Providers must comply with the AIA Standards for Continuing Education Programs. Any questions or concerns about this provider or this learning program may be sent to AIA CES (cessupport@aia.org or (800) AIA 3837, Option 3).

This learning program is registered with AIA CES for continuing professional education. As such, it does not include content that may be deemed or construed to be an approval or endorsement by the AIA of any material of construction or any method or manner of handling, using, distributing, or dealing in any material or product. AIA continuing education credit has been reviewed and approved by AIA CES. Learners must complete the entire learning program to receive continuing education credit. AIA continuing education Learning Units earned upon completion of this course will be reported to AIA CES for AIA members. Certificates of Completion for both AIA members and non-AIA members are available upon request.

AIA continuing education credit has been reviewed and approved by AIA CES. Learners must complete the entire learning program to receive continuing education credit. AIA continuing education Learning Units earned upon completion of this course will be reported to AIA CES for AIA members. Certificates of Completion for both AIA members and non-AIA members are available upon request.

Frequently Asked Questions

What specific skills will I gain related to managing change orders?faq-icon

You will learn how to effectively handle change orders by establishing clear communication and a detailed scope of work, managing customer expectations, and understanding the legal processes involved in executing and documenting change orders efficiently.

What type of documentation techniques are covered in the course?faq-icon

The course covers a range of documentation techniques to help manage change orders effectively. You will learn how detailed daily reports, photo documentation, and organized records are important to change order documentation and communication. These techniques help in providing clear evidence and support for any adjustments made, minimizing the risk of disputes so that all changes are well-documented and agreed upon by all parties involved.

How does the course help in tracking profitability related to change orders?faq-icon

The course provides strategies for measuring productivity and profitability, teaching you how to track change order work from the original contract, ensure production stays on pace, and maintain or increase profitability throughout your projects.

What's Next

Instructors

Troy Guevara

Troy Guevara is a seasoned expert in the construction industry with a career that began in 1995 when he founded his own specialty subcontracting business. His company built multi-million dollar commercial buildings, military infrastructure, industrial buildings, and educational facilities throughout the Intermountain West. As a third-generation contractor, Troy has a deep understanding of marrying construction practices with software solutions to boost productivity and profitability. Since 2011, he has focused on consulting, helping companies streamline processes and achieve profit gains. Currently, Troy helps the industry as a Construction Technologist for Digitek Solutions LLC, Troy is dedicated to advancing construction IT for thousands of companies across North America. Known for his practical insights and strategic approach, Troy is a trusted authority, dedicated to helping construction companies streamline their systems and processes to drive productivity and minimize inefficiencies.

Linked-In

Plan de estudiosStart Course

  • Course Intro
  • Play Video
  • Quiz
  • We want to hear from you!
  • Course Conclusion

Acerca de este curso

Instructor: Troy Guevara
clock

1 hour

user-outline

2,054 students

check-in-circle

Last reviewed 9/2024

pencil-in-notepad

Video Content

Course Description

Are you looking for strategies to better manage change orders on your construction projects? Welcome to "Change Orders - Managing Expectations & Measuring Production and Profitability," a course guided by Troy Guevara, a seasoned expert with decades of experience in construction and technology consulting. Whether you are a General Contractor or Specialty Contractor, this course provides insights into the process, documentation and productivity challenges associated with Change Order Work.

In this course, you'll explore key topics related to change orders in construction, starting with understanding what constitutes a change order and different change types, including hidden ones. You'll learn strategies for measuring production and profitability and how to handle potential risks and expectations related to change orders. The course also provides practical advice on documenting in a way that protects all parties involved, without holding up job progress.

By the end of the course, you'll be equipped with practical skills to manage change orders confidently. You’ll learn how to communicate effectively with clients, contractors, and architects, and document your processes to avoid liability issues. This course will help you to keep your projects moving smoothly, so you can achieve timely completion and client satisfaction.

Learning Objectives

  • Describe how to track change orders and profitability simultaneously.

  • Explain the impact of clear communication and a detailed scope of work on managing change orders.

  • Define best practices for managing change orders and what to avoid.

  • Identify strategies for finalizing contracts during the bid stages.

Prerequisites

  • Learning Level: Intermediate

  • Prerequisite Knowledge: Familiarity with basic construction project management principles including construction contracts and general terms associated with change orders

  • Recommended Knowledge: Awareness of project scheduling, construction law and cost estimation is beneficial

Continuing Education Course Credits

Course Title: Change Orders: Managing Expectations & Measuring Production and Profitability

Course Number: GB19-44-092024

Session Number: 1

Curriculum Group Name: AIA Providers

Credit: 1 AIA LU

Course Expiration Date: 09/24/2027

Procore's Continuing Education courses may qualify for continuing education credits with other professional organizations or fulfill state licensing requirements. If you are a member of a different organization, you can download your course completion certificate from your learning profile and report your completion yourself to the organization for potential credit. Please refer to the organization's continuing education requirements for course eligibility information.


AIA CES Provider statement

Procore Technologies is a registered provider of AIA-approved continuing education under Provider Number 40108059. All registered AIA CES Providers must comply with the AIA Standards for Continuing Education Programs. Any questions or concerns about this provider or this learning program may be sent to AIA CES (cessupport@aia.org or (800) AIA 3837, Option 3).

This learning program is registered with AIA CES for continuing professional education. As such, it does not include content that may be deemed or construed to be an approval or endorsement by the AIA of any material of construction or any method or manner of handling, using, distributing, or dealing in any material or product. AIA continuing education credit has been reviewed and approved by AIA CES. Learners must complete the entire learning program to receive continuing education credit. AIA continuing education Learning Units earned upon completion of this course will be reported to AIA CES for AIA members. Certificates of Completion for both AIA members and non-AIA members are available upon request.

AIA continuing education credit has been reviewed and approved by AIA CES. Learners must complete the entire learning program to receive continuing education credit. AIA continuing education Learning Units earned upon completion of this course will be reported to AIA CES for AIA members. Certificates of Completion for both AIA members and non-AIA members are available upon request.

Frequently Asked Questions

What specific skills will I gain related to managing change orders?faq-icon

You will learn how to effectively handle change orders by establishing clear communication and a detailed scope of work, managing customer expectations, and understanding the legal processes involved in executing and documenting change orders efficiently.

What type of documentation techniques are covered in the course?faq-icon

The course covers a range of documentation techniques to help manage change orders effectively. You will learn how detailed daily reports, photo documentation, and organized records are important to change order documentation and communication. These techniques help in providing clear evidence and support for any adjustments made, minimizing the risk of disputes so that all changes are well-documented and agreed upon by all parties involved.

How does the course help in tracking profitability related to change orders?faq-icon

The course provides strategies for measuring productivity and profitability, teaching you how to track change order work from the original contract, ensure production stays on pace, and maintain or increase profitability throughout your projects.

What's Next

Instructors

Troy Guevara

Troy Guevara is a seasoned expert in the construction industry with a career that began in 1995 when he founded his own specialty subcontracting business. His company built multi-million dollar commercial buildings, military infrastructure, industrial buildings, and educational facilities throughout the Intermountain West. As a third-generation contractor, Troy has a deep understanding of marrying construction practices with software solutions to boost productivity and profitability. Since 2011, he has focused on consulting, helping companies streamline processes and achieve profit gains. Currently, Troy helps the industry as a Construction Technologist for Digitek Solutions LLC, Troy is dedicated to advancing construction IT for thousands of companies across North America. Known for his practical insights and strategic approach, Troy is a trusted authority, dedicated to helping construction companies streamline their systems and processes to drive productivity and minimize inefficiencies.

Linked-In

Plan de estudiosStart Course

  • Course Intro
  • Play Video
  • Quiz
  • We want to hear from you!
  • Course Conclusion

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