Tat2 - Instructor Guide v1

CG
Instructor Guide
CM1002 Home Improvement Job Management
Christopher Graham

Instructor Guide - CM1002 Home Improvement Job Management

Table of Contents
COURSE OVERVIEW .............................................................................................................................. 4

CONTENT AREA ............................................................................................................................................ 4
INSTRUCTIONAL GOAL ................................................................................................................................... 4
INSTRUCTIONAL OBJECTIVES ........................................................................................................................... 4
AUDIENCE ................................................................................................................................................... 6
INSTRUCTIONAL SEQUENCE ............................................................................................................................ 7
INSTRUCTIONAL THEORIES AND DESIGNS .......................................................................................................... 8
INSTRUCTIONAL STRATEGIES ........................................................................................................................... 8
MATERIALS ................................................................................................................................................. 8
RESOURCES ................................................................................................................................................. 9
ASSESSMENTS ............................................................................................................................................ 11
INSTRUCTIONAL UNIT ......................................................................................................................... 12
MODULE 1: OVERVIEW AND GATHERING / DOCUMENTING CUSTOMER REQUIREMENTS .......................................... 12
Lesson 1: Home Improvement Management Overview ..................................................................... 12
Lesson 2: Gather job requirements .................................................................................................... 14
Lesson 3: Determine Products Needed for Job ................................................................................... 16
Lesson 4: Diagram notate job sheet .................................................................................................. 17
MODULE 2: DEVELOP COSTS AND SCHEDULE ESTIMATES .................................................................................. 18
Lesson 1: Develop materials list and costs estimates ........................................................................ 18
Lesson 2: Determine labor needs and estimate costs ........................................................................ 19
Lesson 3: Determine profit margins and job price to customer ......................................................... 20
Lesson 4: Develop Job Schedule ......................................................................................................... 21
MODULE 3: DEVELOP SOW ......................................................................................................................... 23
Lesson 1: Develop Statement of Work (SOW) Customer Contract .................................................. 23
APPENDIX A- MODULE 1 - LESSON 1 ................................................................................................... 24
APPENDIX B- MODULE 1-LESSON 2 ..................................................................................................... 25
REQUIREMENTS WORKSHEET ....................................................................................................................... 25
ASSESSMENT - REQUIREMENTS WORKSHEET ANSWERS .................................................................................. 26
APPENDIX C- MODULE 1-LESSON 3 ..................................................................................................... 27
PRODUCT WORKSHEET ................................................................................................................................ 27
PRODUCT CATALOGUE ................................................................................................................................ 27
ASSESSMENT PRODUCT WORKSHEET RUBRIC ............................................................................................... 28
APPENDIX D- MODULE 1-LESSON 4 ..................................................................................................... 29
SKETCH MODEL COMPARE STUDENT SKETCH TO THE ONE BELOW ..................................................................... 29
ASSESSMENT: SKETCH RUBRIC ...................................................................................................................... 30
APPENDIX E- MODULE 2-LESSON 1 ..................................................................................................... 31
MATERIALS LIST WORKSHEET ....................................................................................................................... 31
ASSESSMENT - MATERIALS LIST WORKSHEET ................................................................................................... 32
APPENDIX F- MODULE 2-LESSON 2 ..................................................................................................... 33
LABOR WORKSHEET .................................................................................................................................... 33
ASSESSMENT - LABOR RUBRIC ...................................................................................................................... 34
APPENDIX G- MODULE 2-LESSON 3 ..................................................................................................... 35

ESTIMATING & PROFIT MARGIN WORKSHEET ................................................................................................. 35

ASSESSMENT - ESTIMATING & PROFIT MARGIN RUBRIC .................................................................................... 36
APPENDIX H- MODULE 2-LESSON 4 ..................................................................................................... 37
GANTT PROJECT PLANNER ........................................................................................................................... 37
JOB SCHEDULE WORKSHEET ......................................................................................................................... 37
ASSESSMENT - JOB SCHEDULING ................................................................................................................... 38
APPENDIX I- MODULE 3-LESSON 1 ...................................................................................................... 39
SAMPLE SOW SIMPLE .............................................................................................................................. 39
SAMPLE CONSTRUCTION CONTRACT COMPLEX ............................................................................................. 39
ASSESSMENT SOW DEVELOPMENT ............................................................................................................. 40
APPENDIX J- POWERPOINT DECK ........................................................................................................ 41
POWERPOINT SLIDE DECK ............................................................................................................................ 41
Course Overview
Content Area
This Home Improvement Job Management course contains a series of increasingly
advancing content in the domain of Home Improvement Management. The content of the first
unit is designed for the widest audience spectrum, as it requires no prior knowledge in
construction management or other disciplines. Learners are introduced to basics of Home
Improvement Management, including the job lifecycle, and what are the responsibilities of the
Customer Engagement Manager, Sales, and Customer Service personnel throughout the job
lifecycle.
Instructional Goal
The goal of instruction is to accelerate the learning necessary to enable Inside Sales /
Customer Service and CEM resources to utilize the companys standard procedures to perform
all processes of their role independently and produce customer satisfaction ratings of five (5)
stars on a 1 to 5 scale in quality, customer service, and value for money, with a minimum 95%
success rate.
Instructional Objectives
The following is a list of instructional objectives used in this unit plan:
Given a scripted recording of a customer job scenario, the learner will be able to
document five key requirements gained from customers description of what is
needed to complete the job to their satisfaction and budget

Given the customer requirements, the learner will identify three appropriate
products with the desired quality and quantity needed to complete job to
customer satisfaction and budget
Given customer description, the learner will demonstrate the ability to translate
customer requirements into one rough sketch rendering to scale, using freehand
or drawing app, with at least 80 % accuracy.
Given the information from the previous lesson, the learners will develop a
comprehensive materials list spreadsheet, with at least ten materials, and estimate
quantities of each material needed to complete the job to customers satisfaction.
Given the materials list from the previous lesson, along with vendor price lists the
learner will demonstrate the ability to estimate the materials costs needed to meet
customer satisfaction and budget, by creating a materials estimate sheet with
totals within 10% of customers materials budget.
Given customer requirements, sketch rendering, and vendor labor price list, along
with video review of how to estimate labor, the learner will demonstrate the
ability to estimate labor type and costs needed to meet customer satisfaction and
budget, by creating a labor estimate sheet with totals within 10% of customers
labor budget.
Given customer requirements, materials cost estimates, labor cost estimates, and
company guidelines on contingency and profit margins, the learner will
demonstrate the ability to estimate total job price to meet customer satisfaction
and budget, by creating two estimates that can be presented to the customer.

Given customer requirements, job cost estimates, materials list and instructions
on company guidelines for schedule development, the learner will demonstrate
the ability to develop a job schedule with milestones and job completion date no
more than three weeks from start date.
Taking all artifacts developed from previous lessons, along with company
guidelines and templates for development of statement of work (SOW), the
learner will demonstrate the ability to develop the SOW to company specification
and customer satisfaction.
Given four customer change request scenarios, and company guidelines, the
learner will create four change request forms with estimates and schedule
adjustments.
Given two customer and personnel conflict scenarios, and company guidelines,
the learner will write explanation of the resolution process for each scenario, to
company specifications outlined in Human Resource Plan.
Given job status report, adjustments for change, and company billing template,
the learner will create one customer bill for work already completed, to the
specifications outlined in the SOW.
Audience
This instructional unit, is designed for Inside Sales / Customer Service and Customer
Engagement Managers (CEM) resources. Most of the Inside Sales / Customer Service and CEM
resources have some prior knowledge and skills in home improvement, where, based on
Gardners Theory of Multiple Intelligence (Roblyer 2004), they used more of their spatial and
bodily kinesthetic intelligence in their daily work. This instructional unit will target the


development of other intelligence areas, such as linguistic, logical-mathematical, and
interpersonal. This audience has a wide age spectrum, from high school students seeking an
introduction to construction or other project management areas, to senior citizens 75 years and
older seeking personal knowledge development. The learning audience may also have wide mix
of skills and experiences, such as entry level employees with no post-secondary education or
experience in the project management field, skilled workers with no post-secondary education or
formal construction training, but possess some on the job entry level knowledge and experience
in construction, college graduates of all levels and professional backgrounds (accounting,
engineering, finance, sales, manufacturing, etc.), with minimum to no entry level or prior
construction knowledge, and project managers with varying amounts of prior knowledge and
years of experience.
Instructional Sequence
This 8.5-hour instructional set is divided into six (3) modules, delivered in 1 day, with
each module covering specific knowledge competencies in the area of home improvement
management. Each module has a series of lessons designed to develop and assess these
competencies. The modules are sequenced according to the process workflow followed by a
Customer Engagement Manager (CEM) when executing a typical job. Module 1, Overview and
Gathering / Documenting Customer Requirements, has three (4) lessons, Module 2, Develop
Costs and Schedule Estimates, has four (4) lessons, Module 3, Develop Statement of Work
(SOW), has 1 lesson. Each lesson follows five (5) steps: Step 1: Pre-instructional activities, Step
2: Content presentation, Step 3: Learner Participation, Step 4: Assessment, and Step 5: Followthrough activities.
Instructional Theories and Designs

To increase the probability of success of the instructional units, each lesson is designed
using Kellers ARCS Model of Motivational Design, to gain the learners attention, ensure
relevance to their job, build confidence through performance assessments, and giving the feeling
of satisfaction and accomplishment upon completion.
Instructional Strategies
The instructional units were designed using a combination of Cognitivism and
Constructivism learning theories.
Some lessons utilize the Cognitivism, as the learner analysis
revealed that Inside Sales / Customer Service and CEM resources tend to be cognitive learners.
They prefer the use of explanation, demonstration, and examples in meaningful sequences to
stimulate learning and absorb information into short-term memory. Their prior knowledge and
skills helps them to organize and code the information for storage in long term memory, where it
can be used and applied in various scenarios. Some lessons use a Constructivism approach, that
are learner directed, requiring research of products that would best meet the customers
requirements and budget. In the lessons using Constructivism, learning is demonstrated when
the learner solves the problem, by choosing combination of products that bets fit the customers
requirements and budget. This is assessed using predefined rubrics.
Materials
The modules lessons are organized in a sequence that uses YouTube videos, normally
humorous, to gain the learners attention and activate prior knowledge. This is followed by
content presentation via lecture, YouTube videos and demonstration guided by PowerPoint

slides, followed by learner participation using spreadsheets or word processors. The learners are
then assessed via rubrics that ensures key competencies are developed.
Resources
The resources need for learners to successfully participate and complete this course are:
Computer or tablet with:

o Wi-Fi access
o Word processor
o Spreadsheet app
o Note app
o Calculator app
Calculator (if app not available)
CM1002 Home Improvement Job Management - PowerPoint slide deck containing

the complete course of study
YouTube Videos
Description
1. Home Improvement Gone
Wrong!
2. Home Improvement
Management Overview
3. Active Listening
Link
https://www.youtube.com/watch?v
=TtzmVBtqpbY
=Qrs425o8KEM
=4VOubVB4CTU
=l_S3-9DTLw0
=D-eOE3cNiiE
https://youtu.be/p5K6TG-7YFM
https://youtu.be/vEJGSfvM2I8
https://youtu.be/MTRew7AMJd0
4. Kitchen Remodel
5. Materials Estimating
6. Estimating Labor Costs
7. Estimating & Profit Margins
8. Job Scheduling

Downloadable Worksheets and Files
Requirements Worksheet
Product Worksheet
Product Data Catalogue
Materials List Worksheet
Labor Worksheet
Estimating & Profit Margin Worksheet
Gantt Project Planner
SOW Template
Sample Complex SOW Contract
Assessments
o Interactive Matching Assessment file (Module 1 Lesson 1)
o Requirements Worksheet Answers (Module 1 Lesson 2)
o Profit Margin Rubric (Module 1 Lesson 3)
o Sketch Rubric (Module 1 Lesson 4)
o 3 Sample Sketches (Module 1 Lesson 4)
o Material List Rubric (Module 2 Lesson 1)
o Labor Rubric (Module 2 Lesson 2)
o Profit Margin Rubric (Module 2 Lesson 3)
o Job Scheduling Rubric (Module 2 Lesson 4)
o SOW Development Rubric (Module 3 Lesson 1)

10

Assessments
At the end of each lesson, the learners are assessed formatively via written rubric, to determine
competencies mastered, or calculated results graded with an answer key. The course lessons are
designed to progressively build on and utilize skills learned in previous lessons. Assessments are
based on learners participating in simulated real-world customer interactions, documenting key
requirements, and performing calculations on spreadsheets to demonstrate mastery of key
competencies. The rubrics are designed and used to assess the learners documentation and
answer keys are used to assess the calculation results. Summative assessment is accomplished
via the shadowing of experienced employees, on the job, post classroom training.

11
Instructional Unit
Module 1: Overview and Gathering / documenting customer
requirements
Lesson 1: Home Improvement Management Overview
Lesson Overview: This lesson will engage the learner to recall their prior knowledge
of good home improvement job management through the use of a humorous 3minute attention getting video. The learners will then view an overview of
Construction Management video.
Resources or Materials Needed
Computer or tablet with Wi-Fi access
Word processor, note app, or pen and paper to take notes
Lesson Objectives
Demonstrate knowledge of basic construction management by listing at least

three functions of performed by good construction managers.
Time: 30 minutes
Step 1: Pre-instructional activities: To gain the learners attention and reactivate prior
knowledge, the learner will watch the following YouTube clip:
Video
Home
Remodeling
Gone
Wrong

https://www.youtube.com/watch?v=TtzmVBtqpbY
Step 2: Content presentation Learners will receive an overview of the lesson
objectives, instructions on how to complete the lesson. The learner then will view
the construction management overview video.
12

Video
Home
Improvement
Management
Overview
https://www.youtube.com/watch?v=Qrs425o8KEM
Step 3: Learner Participation: While viewing the video, the learner will take notes to
aid in the identification of functions of a construction manager. Once the video
review is complete, the learner will complete a knowledge assessment.
Step 4: Assessment: An interactive assessment will be used to assess the learners
knowledge of basic construction management functions.
Step 5: Follow-through activities: Upon completion of the instructional unit, the
learner will shadow experienced resources on actual customer jobs and perform
the steps and functions as outlined in the lesson as a construction manager.
13

Lesson 2: Gather job requirements

Lesson Overview: This lesson will engage the learner to recall their active listen
prior knowledge through the use of a humorous 3 minute attention getting video.
The learners will then view simulated customer requests videos and document
key requirements needed to fulfill the customers requests.
Calculator app or calculator
Real-world simulated customer scenario videos
Downloadable template to document requirements
Lesson Objectives
Demonstrate active listening skills by documenting key requirements gained

from customers description of what is needed to complete the job to their
satisfaction and budget
Time: 30 minutes
knowledge, the learner will watch the following YouTube clip:
Video
Active
Listening

https://www.youtube.com/watch?v=4VOubVB4CTU
objectives, instructions on how to complete the lesson. The learner then will
select one customer interaction videos to view and document requirements for a
customer engagement job.
14

Video
Kitchen
Remodel

https://www.youtube.com/watch?v=l_S3-9DTLw0
Step 3: Learner Participation: While viewing the video, the learner will take notes to
aid in the extraction of requirements. Once the video review is complete, the
learner will utilize the requirements template to document the customer
requirements
Step 4: Assessment: A rubric will be used to assess the major points requested by
the customer were captured.
Step 5: Follow-through activities: Upon completion of the instructional units, the
the steps as outlined in the lesson.
15

Lesson 3: Determine Products Needed for Job
Lesson Overview: The learner is required to research available products and select
the ones that may meet the customers requirements.
Downloadable product sheets with products from various vendors
and a wide cost range
Downloadable Product Data Sheet template
Lesson Objectives
Demonstrate the use of product knowledge to determine and document products,

desired quality and quantity needed to complete job to customer satisfaction.
Time: 30 minutes
knowledge, the learner will be shown a PowerPoint slide depicting funny project
requirements cartoon that reinforces the importance understanding what the
customer wants.
objectives, instructions on how to complete the lesson, and links to the various
research documents.
Step 3: Learner Participation: Learners will utilize the research tools to identify and
select the products that will satisfy the requirements gathered in the previous
exercise. The learner will use the Product Data Sheet to log possible products
for job.
Step 4: Assessment: A rubric will be used to assess the Product Data Sheet to
determine how the products selected align with the requirements gathered.
16

Lesson 4: Diagram notate job sheet
Lesson Overview: The learner is required to diagram the job area with the scaled
dimensions and notate key data on the diagram that is important to meeting the
customers requirements.
Notes from previous exercises
Real-world simulated customer scenario videos (to review site
data)
Sketch pad or drawing app
Lesson Objectives
Demonstrate design skills by sketching key requirements gained from customers

description of the desired home improvement project
Time: 60 minutes
requirements cartoon that reinforces the importance understanding what the
customer wants.
objectives, instructions on how to complete the lesson, and shown a PowerPoint
slideshow with sample diagrams.
Step 3: Learner Participation: Learners will utilize the sketch pad or drawing app to
diagram and notate the job details.
Step 4: Assessment: A rubric will be used to assess the diagram for key elements,
such as dimensions, key requirements that are important to the customer, areas
that are not part of the job scope, etc.
17
Module 2: Develop Costs and Schedule Estimates

Lesson 1: Develop materials list and costs estimates
Lesson Overview: The learners will view a video on home improvement materials
lists with tips on how to estimate materials quantities, taking into account scrap
allowance and rework percentage. Then using the downloadable materials list
spreadsheet, product data sheets with costs, and diagrams from the Unit 1
lessons, the learner will construct a materials list for the selected customer job.
data)
Downloadable materials list spreadsheet template
Lesson Objectives
Demonstrate the ability to estimate the quantity of each material needed to

complete the job, based on the information obtained in Unit 1lessons.
Then the learners will use the materials lists spreadsheet to estimate costs based
on vendor price list and quantities needed.
Time: 60 minutes
Step 1: Pre-instructional activities:
documents needed to complete the lesson.
Step 3: Learner Participation: Learner will utilize the materials lists spreadsheet
template, quantity estimates, and vendor product sheet with pricing to create
materials costs estimates.
18

Video
Materials
Estimate

https://www.youtube.com/watch?v=7EL7x3k35wg (Excel for Job list and

Estimating)
Step 4: Assessment: A rubric will be used to assess the inclusion of key data items
on the estimates are captured, including scrap and waste estimates.
Lesson 2: Determine labor needs and estimate costs

Lesson Overview: The learners will view a video on home improvement estimating
with tips on how to estimate labor hours, including rework percentage. Then
using the downloadable labor spreadsheet and subcontractor cost sheet the
learner will construct a labor cost sheet for the selected customer job.
data)
Downloadable labor cost spreadsheet template
Lesson Objectives
Demonstrate the ability to estimate the labor type and hours needed to complete
the job, based on the information obtained in Unit 1lessons. Then the learners
will use the labor spreadsheet to estimate costs based on vendor price list and
labor hours needed.
Time: 60 minutes
19

documents needed to complete the lesson. A video on estimating is shown:
Video
Estimating
Labor

https://www.youtube.com/watch?v=p5K6TG-7YFM (Estimating Labor Costs)
Step 3: Learner Participation: Learner will watch the video on estimating, then utilize
the labor spreadsheet template, labor hours estimate estimates, and vendor
labor price sheet to create labor costs estimates.
on the estimates are captured, including prep time and rework estimates.
Lesson 3: Determine profit margins and job price to customer

Lesson Overview: The learners will view a video on profit margin vs. markup. Then
using the labor and materials spreadsheets, calculate the price to the customer
for the job
data)
Labor costs and materials spreadsheets from lessons 1 and 2
Lesson Objectives Calculate the materials and labor price to the customer utilizing the
costs calculated in lessons 1 and 2 of Unit 2, by applying a margin based on company job
margin guidelines.
20

Time: 60 minutes
documents needed to complete the lesson. A video on profit margin is shown:
Video
Estmating
& Profit
Margins

https://www.youtube.com/watch?v=vEJGSfvM2I8 (Estimating and Profits)

Step 3: Learner Participation: Learner will watch the video on profit margin, then
utilize the labor and materials spreadsheets from the previous lessons, calculate
the profit margin and price to customer
Step 4: Assessment: Answer keys will be used to grade the profit margin calculation
of labor and materials.
Lesson 4: Develop Job Schedule

Lesson Overview: The learners will view a video on home improvement schedule
estimating, with tips on accounting for prep time, rework, materials delivery times,
etc. Then using the downloadable schedule spreadsheet, the learner will
construct a schedule for the selected customer job.
data)
Downloadable schedule calculation spreadsheet
21

Lesson Objectives
Demonstrate the ability to develop job schedule using the companys guidelines
Time: 60 minutes
documents needed to complete the lesson. A video on job scheduling is shown:
Video
Job
Scheduling

https://www.youtube.com/watch?v=MTRew7AMJd0
Step 3: Learner Participation: Learner will watch the video on schedule estimating,
then utilize the job schedule spreadsheets to estimate job schedule.
on the estimates are captured, including prep time and rework estimates.
22

Module 3: Develop SOW

Lesson 1: Develop Statement of Work (SOW) Customer Contract
Lesson Overview: This lesson will give the learners the experience of using the
data from the previous units to develop the formal contract statement of work
(SOW) that will be presented to the customer.
Real-world simulated customer scenario videos
Downloadable SOW template
Lesson Objectives
Demonstrate the ability to develop a formal statement of work (SOW) for the
customer.
Time: 120 minutes

requirements cartoon that reinforces the importance understanding and
documenting the scope of a customer job.
Step 3: Learner Participation: Learners will receive an overview of the lesson
documents needed to complete the lesson.
Step 4: Assessment: A rubric will be used to assess the completeness of the SOW.
23
Appendix A- Module 1 - Lesson 1

Interactive Assessment

CM1002- Assessment- M1- L1.htm

http://cg-tat2-task3.weebly.com/m1---lesson-1.html
24
Appendix B- Module 1-Lesson 2

Requirements Worksheet

Job Requirements Template
Budget
Dimensions
Kitchen
Kitchen Dimensions
Ceiling Height
Quantity
Cabinets
Type of cabinets
Desk
Upper Cabinets
Sink
Other
Sink Type
Type of counter top
Dimensions
Dimensions
X
X
X
X
X
X
X
Quantity
X
X
X
Type of back splash

New appliances
Refrigerator
Stove
Oven
Microwave
Hood Fan
Dish Washer
1
1
1
1
1
1
25
Assessment - Requirements Worksheet Answers
Job Requirements Template

Budget
$25,000.00
Dimensions
Kitchen
Kitchen Dimensions
Ceiling Height
Cabinets
Type of cabinets
Desk
Upper Cabinets
Sink
Other
Sink Type
Type of counter top
Dimensions
18
10
X
FT
Oak or Cherry
Dimensions
2
X
4
37 1/2 X
42
30
X
28
24
X
36
36
X
36
24
X
42
24
X
36
Stainless Steel
Granite
36
X
36
36
X
36
36
X
36
Type of back splash
Mosaic Tile
New appliances
Refrigerator
Stove
Oven
Microwave
Hood Fan
Dish Washer
Stainless Steel
Stainless Steel
Stainless Steel
Stainless Steel
Stainless Steel
Stainless Steel
Quantity
12
Quantity
1
1
1
1
1
1
26
Appendix C- Module 1-Lesson 3

Product Worksheet
Home-ConstructionSpecification-Sheet-PDF-Template-Free-Download.docx
Product Catalogue
KC_Full_Line_Brochur
e_May2016.docx
27

Assessment Product Worksheet Rubric

Product Worksheet
A
Complete worksheet based on

customer requirements
Value:0.00
Value:1.00
Value:2.00
The learner did not accurately

complete Product worksheet
The learner completed the

Product Worksheet with
insufficient detail

Product Worksheet with
accuracy and sufficient detail

Product Choices meet customer choose products, based on
B
requirements and budget
customer requirements and
budget
Score
The learner chose some

The learner accurately chose
products based on customer products based on customer
28
Appendix D- Module 1-Lesson 4

Sketch Model Compare student sketch to the one below

29

Assessment: Sketch Rubric

Product Woeksheet
Sketch drawing accurately
A depicts the customer
requirements
Value:0.00
Value:1.00
Value:2.00
The learner's sketch did not

accurately depict customer
requirements
The learner's sketch

insufficient depicts the
details of the customer
requirements
The learner's sketch

accurately depicts the details
of the customer
requirements
Score

30
Appendix E- Module 2-Lesson 1

Materials List
Materials
Price
Quantity
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Total
31

Assessment - Materials List Worksheet

Materials List
A
Complete Materials List based

on customer requirements
Value:0.00
Value:1.00
Value:2.00

complete Materials List
worksheet

with insufficient detail

Materials List Worksheet with

The learner accurately
Materials List estimated to meet
The learner estimated some
estimate materals costs, based
estimated the materials
B customer requirements and
materials based on customer
on customer requirements and
based on customer
budget
budget
32
Score
Appendix F- Module 2-Lesson 2

Labor Worksheet
Labor Needs
Task
# of Hours
Rate
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Total
33

Assessment - Labor Rubric
Labor
Value:0.00
Value:1.00
Value:2.00
Completed labor task List and

A estimates based on customer
requirements

complete labor task List
worksheet

Labor Task List Worksheet
with insufficient detail

Labor Task List Worksheet
with accuracy and sufficient
detail
Labor estimated to meet

B customer requirements and
budget

estimate labor costs, based on
customer requirements and
budget
The learner estimated the

Labor Tasks with insufficient
accuracy, based on customer
The learner estimated the

Labor Tasks accurately, based
on customer requirements
and budget
Score
34

Appendix G- Module 2-Lesson 3

Estimating & Profit Margin Worksheet
Estimates & Profit Margin

Materials
Price
Quantity
Total
Task
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Subtotals
Contingencies
Sales Tax
Mark up
$0.00
9%
$0.00
25%
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
10%
25%
$0.00
$0.00
$0.00
Job Total
$0.00
Total
$0.00
Total Labor
Rate
$0.00
15%
Total Materials
Subtotals
Contingencies
Mark up
Hours
35

Assessment - Estimating & Profit Margin Rubric
Profit Margin
Value:0.00
Completed profit worksheet and The learner did not accurately
complete profit margin
A estimates based on company
worksheet
requirements
B
Profit Margins meet company

requirements

estimated Job Costs to meet
company's minimum profit
margins
Value:1.00
Value:2.00

Profit Margin Worksheet
with insufficient accuracy

Profit Margin Worksheet with
The learner insufficiently

margins
The learner accurately

margins
Score
36

Appendix H- Module 2-Lesson 4

Gantt Project Planner
Project Planner
ACTIVITY
PLAN
PLAN ACTUAL ACTUAL PERCENT
START DURATION START DURATION COMPLETE
Period Highlight:1
10
10
11
11
12
12
12
12
14
14
14
14
14
14
15
15
15
15
15
15
16
28
16
30
Actual
% Complete
Actual (beyond plan)
% Complete (beyond plan)
PERIODS
1
Activity 01
Activity 02
Activity 03
Activity 04
Activity 05
Activity 06
Activity 07
Activity 08
Activity 09
Activity 10
Activity 11
Activity 12
Activity 13
Activity 14
Activity 15
Activity 16
Activity 17
Activity 18
Activity 19
Activity 20
Activity 21
Activity 22
Activity 23
Activity 24
Activity 25
Activity 26
Plan
9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60
25%
100%
35%
10%
85%
85%
50%
60%
75%
100%
60%
0%
50%
0%
1%
80%
0%
0%
0%
0%
44%
0%
12%
5%
0%
50%
Job Schedule Worksheet

Job Schedule
Worksheet
TASK LIST
Job TASKS
START DATE
DUE DATE
[Task]
[Date]
[Date]
% COMPLETE
DONE
[Task]
[Date]
[Date]
50%
[Task]
[Date]
[Date]
100%
NOTES
0%
37

Assessment - Job Scheduling
Job Scheduling
Completed GanttProject Plan
A Worksheet based on customer
requirements
Value:0.00
Value:1.00
Value:2.00

complete Gantt Project
worksheet

Gantt Project Worksheet
with insufficient accuracy

Gantt Project Worksheet
with accuracy and sufficient
detail
Score
38
Appendix I- Module 3-Lesson 1

Sample SOW Simple
Sample Contract
for Construction
Sample Construction Contract Complex
Sample - General
Conditions Contract.doc
39

Assessment SOW Development
SOW Development
Value:0.00
Statement of Work (SOW)
A
details job activities
Statement of Work (SOW)
B details job responsibilities and
assumptions
Statement of Work (SOW) is
priced to meet customer busget
C
requirements and company's
profit margin requirements
Value:1.00
The learner produce a SOW

that is isufficiently reflective
of the work required by
customer
The learner did not produce a
The learner produced a
SOW that details
SOW that insufficiently
responsibilities and
details responsibilities and
assumptions
assumptions
The learner's SOW price did
The learner's SOW price did not
not sufficiently meet
meet customer's budget or
customer's budget or
company's profit margin
company's profit margin
requirements
requirements
The learner did not produce a
SOW that is reflective of the
work required by customer
Value:2.00
Score
The learner produced a SOW

that is reflective of the work
required by customer
The learner produced a SOW
that sufficiently details
responsibilities and
assumptions
The learner's SOW price
accurately meets customer's
budget or company's profit
margin requirements
40
Appendix J- PowerPoint Deck

PowerPoint Slide Deck
CM1002 - Home
Improvement Job Management.pptx

41

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Instructor Guide - CM1002 Home Improvement Job Management

COURSE OVERVIEW .............................................................................................................................. 4

Instructor Guide - CM1002 Home Improvement Job Management

ESTIMATING & PROFIT MARGIN WORKSHEET ................................................................................................. 35

Instructor Guide - CM1002 Home Improvement Job Management

Instructor Guide - CM1002 Home Improvement Job Management

Instructor Guide - CM1002 Home Improvement Job Management

Instructor Guide - CM1002 Home Improvement Job Management

Instructor Guide - CM1002 Home Improvement Job Management

Instructional Theories and Designs

Some lessons utilize the Cognitivism, as the learner analysis

Instructor Guide - CM1002 Home Improvement Job Management

Computer or tablet with:

Calculator (if app not available)

CM1002 Home Improvement Job Management - PowerPoint slide deck containing

Instructor Guide - CM1002 Home Improvement Job Management

Downloadable Worksheets and Files

Product Data Catalogue

Materials List Worksheet

Estimating & Profit Margin Worksheet

Gantt Project Planner

Sample Complex SOW Contract

Instructor Guide - CM1002 Home Improvement Job Management

Instructor Guide - CM1002 Home Improvement Job Management

Demonstrate knowledge of basic construction management by listing at least

Instructor Guide - CM1002 Home Improvement Job Management

Instructor Guide - CM1002 Home Improvement Job Management

Lesson 2: Gather job requirements

Demonstrate active listening skills by documenting key requirements gained

Instructor Guide - CM1002 Home Improvement Job Management

Instructor Guide - CM1002 Home Improvement Job Management

Demonstrate the use of product knowledge to determine and document products,

Instructor Guide - CM1002 Home Improvement Job Management

Demonstrate design skills by sketching key requirements gained from customers

Instructor Guide - CM1002 Home Improvement Job Management

Module 2: Develop Costs and Schedule Estimates

Demonstrate the ability to estimate the quantity of each material needed to

Instructor Guide - CM1002 Home Improvement Job Management

https://www.youtube.com/watch?v=7EL7x3k35wg (Excel for Job list and

Lesson 2: Determine labor needs and estimate costs

Instructor Guide - CM1002 Home Improvement Job Management

Lesson 3: Determine profit margins and job price to customer

Instructor Guide - CM1002 Home Improvement Job Management

https://www.youtube.com/watch?v=vEJGSfvM2I8 (Estimating and Profits)

Lesson 4: Develop Job Schedule

Instructor Guide - CM1002 Home Improvement Job Management

Instructor Guide - CM1002 Home Improvement Job Management

Module 3: Develop SOW

Time: 120 minutes

Instructor Guide - CM1002 Home Improvement Job Management

Appendix A- Module 1 - Lesson 1

CM1002- Assessment- M1- L1.htm

Instructor Guide - CM1002 Home Improvement Job Management

Appendix B- Module 1-Lesson 2

Type of back splash

Instructor Guide - CM1002 Home Improvement Job Management

Assessment - Requirements Worksheet Answers

Job Requirements Template

Type of back splash

Instructor Guide - CM1002 Home Improvement Job Management

Appendix C- Module 1-Lesson 3

Instructor Guide - CM1002 Home Improvement Job Management