Corporate Training By Zack Academy - Marathon Training Week: Owner's Retreat, Perfect File, and Project Management

This 5-day Marathon Training Week: Owner's Retreat, Perfect File, and Project Management course combines three restoration industry training courses into one convenient event. Students will be able to attend the following events:

• The Perfect File: Mitigation First
• Project Management & Estimating
• 2022 Restoration Firm Owners and Managers Retreat

This 5-day event explores operational and financial topics geared toward the restoration industry. Students will learn about leadership, employer and employee relations, business development, and more. Upon successful completion of this course, students will eligible to earn 36.0 IICRC CEUs.

Topics to be Covered:

Day 1 - Day 2: The Perfect File - Mitigation First

• Providing Accurate File Documentation
  
• Creating a Platform to Ensure Mitigation First
• Structuring estimates for easiest pay
• Ten Components of The Perfect File
• The Estimate Matrix
• Maintaining Profitability While Meeting Insurer Requirements
• Creating Consistency on Each and Every File
• Five Key Techniques to Close your File in 7-12 Days

Day 3: Project Management and Estimating

• Role and expectations of a Project Manager
• Using a Project Manager Assistant Successfully
• Setting the Tone for the Customer
• Managing Expectations
• Mitigation First – To Dry or Not To Dry
• Mitigation Cost and Drying Analysis
• Project milestones and process of Residential and Commercial Claims
• Building an Estimate (Macros, Billable Items, Top 25)
• Building Code Use and Cheat Sheet Presentation
• 10-Step Claims Process
• Insurance Specifics, Use, and Application
• Differences Between Residential and Commercial Claims
• Defending your File
• Working with Third Parties
• Application of the Standard of Care
• Components of a Perfect File

Day 4 - Day 5: 2022 Restoration Firm Owners and Managers Retreat

• Financial Reporting Intro & Assessment
• Anatomy of Your Financial Statements
• Accrual Accounting
• Debits & Credits
• Profit & Loss
•  Balance Sheet - Statement of Financial Position
• Operational Tour
• Job Costing in Your Operation
• Managing Conflict in Claims
• Serving & Growing Commercial Business
• Disaster | Business Continuity Planning
• Tips to Grow
• Executing & Serving
• RAPP:  Responsibility, Accountability, Productivity, Profitability
• Preparing Your Future Leadership
• Identifying Your Future Leaders
• How & When to Develop Them
• How to Harness Motivation
• Maintaining Your Culture as You Grow
• Collaborations and Workshops From Various Industry Leaders

Who Should Take This Course?

• Restoration Company Owners
• Restoration Company Managers
• Prospective Team Leaders

Note: Students must attend all five days and complete all modules and exams to earn credit for this course. Students must earn an 80% or higher on exams. 

Syllabus