Page 36 - BD Playbook

INTRODUCTION ◆ STRATEGY & PROCESS ◆ SOCIAL SELLING ◆ COMPETITIVE ANALYSIS
As soon as you have a chance to get in front of your prospect,
reach out to the Marketing team for a professional presentation.
presentations & leavebehinds
Delivering innovative facility solutions
that transform your potential.
WE MAKE IT CERTAIN.
PRESENTATIONS
Provided with a client name and meeting
date, Marketing can tailor the Haskell
introductory deck with photos and logos
from the target customer.
The deck gives a general overview of
Haskell’s background and capabilities as well
as a hand-picked selection of project profiles
relevant to the client’s industry and needs.
36 CPG Marketing & Business Development | Training Guide 2018
◆ MARKETING COLLABORATION
PRESENTED TO
LEAVEBEHINDS
For face-to-face meetings with potential
clients, Marketing can prepare a
bound, printed version of the custom
presentation for Business Development to
leave behind with the client. Leavebehinds
are printed on high quality paper and wire
bound with heavy covers and tabs, creating
a substantive, professional product to
provide to the client.
◆ WRAP-UP
RFIs/RFQs
When a customer requests information
via an RFI or RFQ, Marketing and Business
Development work together to assemble
the necessary documents and details .
Project information can be found in the
Cosential database while others are held in
the resource documents library including
insurance certificates, licenses, references,
and other frequently requested details.
MARKETING COLLABORATION
When a client is ready to move forward with an RFP,
Marketing steps in to deliver a sharp, branded Haskell response.
proposals
about haskell
proposal response SAFETY PROGRAM PROJECT ORGANIZATION CHART PROJECT CONTROLS/COMMUNICATION, COORDINATION & CONTROL START-UP, COMMISSIONING AND TRAINING
Contact:
Dave Bartels, Director of Food & Beverage Safety Program project. Also incorporated are the safety requirements Project Controls Control Our team of seasoned professionals has extensive
Start-up, Commissioning and
2591 North Dallas Parkway, Frisco, TX 75034 of the client and the facility in which the work is being knowledge and experience in equipment start-up and
Training Overview
dave.bartels@haskell.com | O 972.731.6363 | C 214.558.4241 Maintaining a safe and healthy work environment is of performed. These safety policies and procedures are Client Logo At Haskell, our construction execution process utilizes Our resources, experience, procedures and commitment systems commissioning and will work diligently to
ensure that our projects are tightly controlled from
prime importance to Haskell. Our safety policies and considered the minimum required for the project. important and proven tools, skills and processes to In accordance with good design-build practice, the assure guaranteed product value.
procedures are developed for the protection of our Upon completion, each participant will receive hard Executive Summary provide day-to-day management and control of our Executive Summary conception through completion with regard to quality, Executive Summary Executive Summary
Haskell team will conduct start-up, commissioning
employees, contract partners, client personnel, and the hat identification indicating their completion of this projects. This umbrella of management controls includes cost and schedule. Your team will play a vital role in delivering a successful
and performance testing that will reflect the normal
public. Safety on the project will not be subverted in the orientation. PROJECT EXECUTIVE all needed facets of project monitoring, information The incorporation of these concepts has consistently led project. The Owner’s commissioning agent will assist
mode of operation of the facility. This will assure that a
Delivering innovative solutions that interests of time or profit. Name Goes Here sharing and reporting. to total facility solutions that add value on every project, with the following project-related activities:
guaranteed product output within specification can be
achieved safely and reliably.
move your enterprises forward. Our safety program relies upon a commitment by the These practices ensure your team will receive complete, help to develop long-term customer relationships and ◆ Developing equipment and system performance
provide for completed projects of lasting credit to both
management of Haskell and contract partner companies
up-to-date facts throughout all phases of each project
criteria
The start-up and commissioning process begins at the
to continuously improve our safety process through PROJECT DIRECTOR and a seamless flow of all communications between Haskell and our customers. ◆ Equipment layout and process validation
onset of the project, continues throughout the design
training and accident prevention programs unequaled in Name Goes Here your team and Haskell. XX Project Web Sites XX ◆ Construction document and submittal/shop XX
and construction phases and concludes with Owner
the construction industry. drawing review
XX
Acceptance, issuance of the Final Commissioning Report
Communication, Coordination & Among the most valuable communication tools that
and Owner Training.
Ultimate responsibility for the safety and health of Control will be used on each of your projects is the Project Review of start-up and commissioning plan, schedule
we make it certain. the employees working on these projects lies with Web Site, provided by Newforma. The Project Web Site review, review of completion certificates and punchlist.
The product value of the facility is dependent upon
CORPORATE
the Project Superintendent. However, as with any ARCHITECTURE CONSTRUCTION The concepts of Communication, Coordination and will be used to handle several project management The Owner’s operating personnel will assist during
the performance capability of the equipment and
RESOURCES
MANAGEMENT
& ENGINEERING
effective safety program, every employee involved Control – Haskell’s 3 C’s – distinguishes the way in tasks including submittal processing, RFI processing, equipment start-up and commissioning. Additionally the
systems, the quality of the incoming materials, and
in this project must assume responsibility for their which our team works together with yours to meet your document control, meeting minutes and punch lists. Owner’s operating personnel will participate in process
the competence and experience of the personnel who
safety and health and that of their co-workers. This PROJECT DESIGN PRINCIPAL DIRECTOR OF CONSTRUCTION PRECONSTRUCTION/ Everyone on the project team who needs access to this emulation with our controls integrator. This work
project goals and exceed your expectations. We believe
operate and maintain the systems. The product value
ESTIMATING
joint possession of responsibility will be accomplished Name Goes Here Name Goes Here not only in the delivery of a quality project, but also in XX information will be established as a user and will have XX will provide valuable hands-on training for the future XX
of the facility will be verified by demonstrating actual
Name Goes Here
through communication of the expectations for safety
XX
Haskell is a fully integrated design, engineering and Haskell is devoted to serving the specialized design and On occasion specialized training may be required such the nurturing of a quality design-build process through the appropriate access to the various areas of the site. plant operating staff and improve initial plant start-up
equipment and system performance as outlined per
on the project, Code of Safe Practices and our employee
construction firm headquartered in Jacksonville, construction requirements of our individual market as Respiratory training, Fall Protection, Confined Space, a true partnership with your teams. the project specifications and in accordance with operating efficiency.
orientation/training process.
Florida, with 19 offices located around North America sectors and to providing the highest quality at the best and other similar issues. These areas of exposure are PROJECT MANAGER Communication CORPORATE SAFETY Purchasing Control Production Materials
performance testing criteria. Material quality is the
PROJECT ARCHITECT
DIRECTOR
and the ability to work internationally as your project value. Innovation, world-class customer service, and addressed with affected workers and supervision prior Name Goes Here Clear and prompt communication will be one of the We will manage and track all activities that need to
responsibility of the Owner, who will be accountable
Name Goes Here
Safety Training and Documentation
Name Goes Here
requires. We have 1300+ employees working to create successful long-term relationships are the hallmarks to the start of the work requiring this training. keys to success on these projects. As a single-source, be completed before a bid for the project or before The Owner will provide sufficient quantities of quality
for delivery of materials of sufficient quantity and
Haskell believes that involvement and education
products of the highest quality and annual revenues of our integrated project approach. We have worked The efforts involved in planning, coordination, and integrated design-build firm, we have fostered a culture we actually award a contract to a subcontractor or a raw materials within the agreed upon specifications.
within acceptable tolerances. Operator competence is
contribute directly to the success of a safe project.
vendor. Major activities consist of:
developed through training, technology transfer, and
QUALITY ASSURANCE
approaching $800 million that reflect this effort. The
with customers to develop facilities of wide-ranging
CIVIL ENGINEER
DIRECTOR
company was founded by Preston H. Haskell and type, size and complexity. These facilities range from communication in the preconstruction phase result in PROJECT MANAGER of constant communication between our design and XX experience that develop over time. The commissioning XX Haskell, with input from your team) will develop an XX
Name Goes Here
Name Goes Here
Each employee, contract partner and new hire will
construction staffs and you, our customer.
Name Goes Here
has been in continuous operation since 1965. “green field” projects to large renovation projects. a safer, more efficient effort with a higher degree of Coordination ◆ ◆ Manage pre-bid scopes; track addenda for all bid estimate and schedule of raw materials that will be
process outlined herein serves as a gauge to measure
participate in a Safety Orientation Program from
XX
packages affected.
required for the start-up and commissioning phase of
the capability of the system while recognizing these
quality. As related to safety, Daily Crew Planning (Task
their first day of work. The orientation consists of an
Analyze all bidders through one easy-to-use matrix.
Haskell is a proven leader in all aspects of integrated
As an integrated team, we are able to minimize
aspects of its performance.
We start as an integrated team that encourages
overview of the project, identification of the principal
STRUCTURAL ENGINEER
project delivery (IPD), particularly the design-build the inevitable conflicts that arise during the Analysis) is performed for all major scopes of work ASSISTANT PROJECT MANAGER REGIONAL SAFETY MANAGER ◆ Manage buyout more efficiently by tracking all the project.
and is conducted by the personnel to be involved with
personnel and line of authority, site security and
Name Goes Here
Name Goes Here
Staffing
method. Haskell was instrumental in refining the model delivery of a project. This depth of talent and the task. The foreman (Crew Leader) and his/her crew Name Goes Here participation and collaboration by the designers, scopes of work as bid packages. Test Procedures & Start-up Plan
procedures to be followed, and facility structures.
in its earliest days and has been instrumental in elevating knowledge of the industries we serve consistently contractors, subcontractors and your team throughout ◆ Log and track contract attachments for which
design-build within the industry. We have delivered result in exceptional facilities delivered with a evaluate, plan, and communicate the objectives, goals, the design and construction process of each project. bidders are responsible to acknowledge. No later than 120 days prior to the commencement
This safety orientation is delivered through Haskell’s
The Haskell start-up and commissioning staff will
ClickSafety web portal which assures consistency of the
consist of engineers and managers, field mechanics and
MECHANICAL ENGINEER
REGIONAL QA/QC MANAGER
superior results with this model – featuring single-source high certainty of outcome for our customers. and hazards related with their task prior to beginning The team will work through the project elements and ◆ Increase choice of bidders by searching for of start-up and commissioning, Haskell will submit a
start-up plan and a complete set of procedures for the
work.
trade craftsmen, equipment manufacturer’s start-up
Name Goes Here
accountability and an integrated project approach – for message and communication of the expectations for the Name Goes Here XX their interface. Design will have scheduled team review XX companies that meet qualifications at local, regional XX conduct of start-up, commissioning and performance XX
workforce.
technicians and controls specialist. In addition to our
over 2,000 projects. While we are positioned to work Quick Facts This planning effort is documented utilizing the meetings, A/E peer reviews, safety reviews, quality and national level. testing. The start-up plan will include:
with customers through a number of delivery models, • 100% employee owned Daily Safe Work Plan (SWP) and is then presented assurance reviews and construction reviews. team, [insert owner name] will provide engineering
Also included in the orientation are more extensive
we remain steadfast in our belief of design-build as • 19 offices across North America to the project Superintendent for approval prior to During the construction phase, the coordination will oversight and plant operator personnel to assist in the ◆ Proposed schedule for start-up and commissioning
PLUMBING ENGINEER
DIVERSITY COORDINATOR
focus on safety and its importance. This portion of the
a highly strategic approach that yields quantifiable Name Goes Here Name Goes Here start-up and commissioning process.
• National and Global commencing work. This effort not only produces a rely on weekly meetings and a structured Request for ◆ How operating personnel will be used during start-
program involves viewing of the safety procedures
advantages in the development of capital projects.
• Total Facility Solution: building & process safer and efficient task but also serves as a means of Information (RFI) system via the web-based system The Haskell start-up and commissioning team will be up and commissioning
video, issue of required PPE equipment, review of
accident reporting procedures, emergency response
Our corporate structure offers a unique combination • Annual revenues exceeding $800 million developing these crews into the site management of the provided by Newforma. Schedule updates and Issue led by Haskell’s Industrial Group Lead Process Engineer, ◆ ◆ System checkout procedures
A list of check-out packages.
future.
ELECTRICAL ENGINEER
procedures, and potential hazards associated with the
FACILITY RENOVATION & EXPANSION
of the financial strength and resources of a large • ENR Top 400 Contractor Name Goes Here lists will be posted to the web and emailed to you who will be responsible for the development of the
company coupled with the accessibility and agility of a • ENR #1 Green Industrial & Manufacturing Design XX weekly. Using the required milestone dates, we will plan XX start-up plan, performance testing procedures and XX XX
NEW BERLIN, NY
small firm. To provide our customers with exceptional, and Construction Firm (2008, 2009 & 2010) and schedule the work so that transition, equipment/ commissioning schedule.
focused solutions, we are organized as integrated • Safety, Quality, Best Value DIRECTOR – VIRTUAL systems integration, commissioning and move-in
teams dedicated to specific industry needs. • Certainty of Outcome” for large/complex projects CONSTRUCTION operations are smooth and well-coordinated.
Name Goes Here
Haskell Haskell Company Name - Project Name | 1 Haskell Company Name - Project Name | 1 Haskell Company Name - Project Name | 1 Company Name - Project Name | 1
Haskell Company Name - Project Name | 1
PROPOSALS
Once an RFP is received, the assigned To simplify the proposal process, Marketing Proposals are printed in-house and displayed
Proposal Leader will launch the response has a library of well developed standard in a three-ring binder or, in some cases, can
process with a kick-off meeting to identify documents that are commonly included be spiral bound. Marketing can overnight
which team members are responsible for in proposals, such as: printed copies to any location in the U.S.,
assembling the required information. ◆ Safety Overview & Statistics if needed.
◆ Construction Management Approach Our Marketing team prides itself on working
Marketing can then create a professionally ◆ Company Background & History with all of our stateside and international
designed, digital proposal for submittal ◆ Project Execution Strategy offices to produce high quality proposals
through NewForma or other web-based
software programs, as well as bound, ◆ Start-up, Training & Commissioning that help win projects.
professionally printed pieces. ◆ Environmental & Sustainability
Project Experience
CPG Marketing & Business Development | Training Guide 2018 37