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Mark Eastman

An Overview of the “Blueprint for Building A Better Proposal”

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An Explanation of How That System Works

 

This is the third post in the Blueprint for Building A Better Proposal series. The first focused on the importance of communication between contractor and customer and the problems that can happen without it. The second listed the foundational pieces of the proposal system. 

In this post we’ll take an overview of the process and how the different pieces fit together.

STEP 1 – Gathering Information

Once you’ve been contacted by a potential customer schedule a meeting to discuss the customer’s dreams and find out what they hope to get from this project. At this initial meeting you will gather information –

  • Measurements and dimensions, existing and new

  • Building materials, existing and new

  • Pictures of pertinent areas and existing construction

  • Customer’s design ideas and finishes

The information gathered in this meeting can be recorded in a variety of ways. The important thing in this step is to gather any and all information needed to prepare an accurate proposal. It can be handwritten on a printed out Bid Sheet. It can be typed in an electronic Bid Sheet on a tablet, smart phone or laptop. The purpose for using the Bid Sheet is that all the areas of a construction project are listed out, this minimizes overlooking things.

STEP 2 – Preparing the Scope of Work

After the preliminary information has been gathered it’s time to clarify the scope of the project by writing out the description of each specific task in terminology that both the customer and the contractor understand. It needs to include enough specifics to be thorough without being too technical. It doesn’t help communication if it’s confusing for the customer. This written description on the Bid Sheet gets transferred to the Proposal and serves as a written scope of work to be performed and materials to be provided.

STEP 3 – Pricing the Project

Next is putting prices to the project. This process involves two different Excel spreadsheets, the Worksheet and the Data Base. Based on the descriptions written on the Bid Sheet, content from the Data Base will be copied and pasted into the correlating cells on the Worksheet. After the pertinent information from the Data Base has been placed on the Worksheet it’s time to fill in the specific quantities.

STEP 4 – Quantities

On the Worksheet you will fill in the quantity needed to do the work on that line item. This may be lineal feet, square feet, square yards, cubic feet, cubic yards or numbers of pieces. Once this is completed you will now have prices for the Proposal. 

STEP 5 – Preparing the Proposal

Now you have everything you need to prepare the Proposal. You will use the description from the Bid Sheet and the prices from the Worksheet and put them both on the Proposal. Now you have a description for each specific task to be provided and the price for each. After filling out the customer’s information, the total project price, how payments are to be made and the duration of time to do the project, the Proposal is ready to present to the customer.

Next week I’ll go into the details of Gathering Information.

If I Scratch in the Dirt with Chickens, Crumbs Is All I’ll Get

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Hanging Out with Eagles Helps Me Soar to Greater Heights

 

Last week I wrote about the importance of a loving church family from Pastor Lee’s message last Sunday. This week’s conclusion of the faith sharing series included sharing of personal stories.

From these stories there were struggles shared, faith expressed and confirmation of the importance of a loving church.

Tears were shed and bonds were strengthened. In the sharing, both last week and this, the one thing that was evident was the importance of being surrounded by the love and support of others.

Those with whom we choose to associate with directly affect who we’ll become, either good or bad. Motivational speaker Jim Rohn said, “You are the average of the five people you spend the most time with.” Your friends are a statement of who you are choosing to become. 

Choose to hang out with eagles.

 

It’s evident that we are influenced by who we choose to associate with, on the other side, we influence others who associate with us. We have been called by Jesus to be salt and light to the world. We need to be lifting others up and helping them to soar higher.

 

Choose to be an eagle to others.

Influence is both powerful and gradual. Everything is always changing, either toward good or bad. What’s important is that we are intentional about the influences in our lives and choose the good.

We can choose to scratch in the dirt with chickens or we can fly with the eagles. It’s up to you which you choose, but you were made to fly.

 

How To Build A Better Proposal

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One of The Foundational Building Blocks of a Successful Company

 

Small and medium size construction companies struggle with preparing detailed and accurate proposals. This problem isn’t restricted only to small companies. It begins there, but only gets worse until they either get big enough to absorb the costs of guessing at project costs or give up trying and quit.


When I started doing construction forty plus years ago, I had no clue how to prepare proposals and like every other small construction company…I guessed. I used a common method called, trial and error. Doing proposals this way is a real crap shoot and doesn’t leave much room for mistakes.


Preparing accurate proposals that communicate clearly doesn’t have to be a roll of the dice.


Early on I began working on a proposal system that worked for me. It has gone through years of experimenting and tweaking to become what it is now. Over the last fifteen or twenty years I’ve been asked multiple times by other contractors who saw my proposals how I did them. I just assumed that everybody else was doing something similar.


Several years ago, it hit me that this wasn’t the case after being hired by other contractors to do proposals for them. This is when it became apparent that there was a real need for a proposal system. I kept pushing this down the road until God hit me upside the head with a board and pointed out that my system could help other contractors.


I’ve been busy with construction projects and life in general and continued to procrastinate developing a system that other companies could use. Earlier this year I decided I better get to work on this before I get hit in the head again.


I’m happy to announce that we are currently in the final stages of preparing a proposal system that will be made available for other contractors to use. It’s currently being tested by independent contractors. We are rebuilding the Solution Building website to allow for downloading the proposal documents. It’s not just for general contractors either, it will work for any of the construction trades.


This proposal system will include templates for:

 

  • Bid sheet – A Word document with all the construction sections and individual items already listed out with space for filling out the scope of the work to be done, dimensions, materials, locations, etc., as needed for communication.

 

  • Worksheet – An Excel spreadsheet with all the construction sections and individual items already listed out with optional overhead and profit markups inserted in the appropriate cells.

 

  • Estimate – A word document with spaces to fill in the pertinent information, i.e. customer’s information, what will or will not be supplied by the contractor, the scope of work, the estimated price for each specific element and a total estimated price.

 

  • Proposal – A word document with spaces to fill in the pertinent information, i.e. customer’s information, what will or will not be supplied by the contractor, the scope of work, the proposed price for each specific element, a total project price, payment arrangements and project duration.

 

  • Contract – A word document with spaces to fill in the pertinent information, i.e. customer’s information, list of referenced documents, construction funding information, property specifics, project start date and legal terms and conditions.

 

  • Proposal-Contract – A word document that is a combination of a proposal / contract in one.

 

It also will include a data base for material and labor costs:

 

  • Data Base – An Excel spreadsheet with prices for material and labor for a wide variety of specific construction tasks. This information will be copied and pasted to a blank worksheet.

Clear communication between contactor and customer is difficult, especially when there isn’t any. Last week I wrote about the importance of communicating clearly through proposals and reasons contractors avoid doing them. 


Next week I will break down the proposal process even more.

 

 

Life Is Better in A Loving Church

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It’s Like Being Wrapped in A Warm Blanket on A Cold Night

There are way too many people stumbling around out in the darkness in need of a warm blanket. Those of us who have found our blanket need to be sharing blankets with others.

 

This past Sunday our Pastor’s message consisted of members of the congregation sharing what our church (Tisdale UMC) meant to them. This was a combination of long-term and recent members and some who weren’t.

 

Just like everyone of us is different and unique, so were their stories. Even with all the differences each one expressed common feelings of the warmth of the church. (Just like a warm blanket on a cold night.) It didn’t matter what their situation was, they felt wrapped up in warmth.

 

Having grown up in this church I assumed this was how all churches were. As I got older, I had a recurring conversation with people who had moved away and struggled to find a church that had this same warmth. This doesn’t mean that every person is looking for this warmth, but once they’ve experienced it, they want it.

 

This warm feeling is bigger than the people, bigger than the church, it’s God’s loving arms.

 

 

Too many people are cold and don’t even know it. If you find someone that’s cold give them a warm blanket of love and invite them in out of the cold.

The Bulk of The Communication Responsibility Lies on The Contractor

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How To Build A Better Proposal

 

 

Every contractor, at some time, has had an unhappy customer. This is almost always due to poor communication and/or a lack of understanding. It may have been some small misunderstanding or might have been major enough to result in being fired or going to court.


Several years ago, a partner and I were meeting with a customer early in the process of building a new home. The customer pointed out that the distance from the electric meter to the house was more than the 50’ allowance, as per the written proposal.

He asked if this was a problem. My partner told him no, it wasn’t a problem. Guess what…


It was a problem.


The problem didn’t surface until later when the customer was billed for the additional 100’. After some digging, the communication breakdown was uncovered.


The customer asked, “if it was a problem”. What he really was asking was…”is it going to cost more?”.


My partner’s response in reality was, “we can dig the additional 100’, but it will cost you three times as much as the allowance in the proposal”. This isn’t what was said.


Neither individual intended nor expected this to be a problem. It was a simple matter of misunderstanding…a lack of communication.


Communication is, …the exchange of information and the expression of feelings that result in understanding.

 

 

Understanding is the tricky part.

Why is it that contractors don’t communicate clearly through concise written proposals to customers? Here are the four main reasons for this:


First is time – It takes more time to prepare a detailed written proposal. We’re already so busy that we can’t keep up and with the limited time we have, we aren’t going to spend it on preparing a proposal.


Second is comfort – I started this company because I loved to build, plumb, wire, pour concrete, roof, etc., etc. The trade is what I know, and I don’t like doing paperwork, I want to go swing a hammer.


Third is knowledge – It’s hard to know how long something is going to take or how much material is going to cost. If I give the customer an approximate price or even better if I can just get paid for time and material, I know I won’t lose any money.


Fourth is no system – When we started the company, no one ever explained the importance of having a business system in place. A business system is the blueprint for building your business. Detailed proposals are one of the foundational pieces needed to keep it from collapsing.


These are four valid reasons for avoiding doing proposals, but…


The cost of not preparing detailed proposals, is far more expensive.


The customer also has some responsibility in preventing construction projects from falling apart and the high cost of poor communication. This whole construction process is overwhelming to most customers and they need to know what should be included in the communication. 


But the customer isn’t an experienced contractor that does this for a living.


If only there was a process for doing proposals that:

  • Saved time.
  • Could be done by office staff.
  • Didn’t require a four-year degree or twenty years of on the job training.
  • Included all the necessary parts and pieces


What if I told you that there is such a system and you could have it? There is and it’s going to become available in the next few months. Over the next several weeks we are going to breakdown the system, go through the different documents and processes in detail and explain how it works.


Remember that we are the professionals and the bulk of the communication responsibility lies on us.

There Are Two Ways to Look at Things

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I Choose to Believe in Miracles

 

 

“There are only two ways to live your life. One is as though nothing is a miracle. The other is as though everything is a miracle.” Albert Einstein


We have become spoiled and forget to be grateful for the miracles that surround us every day. We can be grateful or not, this is a choice. Being grateful requires an intentional decision.


Gratitude is how we show love. Being grateful and acting upon that gratefulness can be as simple as a spoken thank you or as big as how we live our lives every day.


Gratitude is a perspective. It’s how we see things. We can see only the negative or we can see the positive. It sounds cliché but it’s real and it makes a difference on how you treat life and how life treats you.


Gratitude is a choice. We can choose to be grateful or not but being grateful is a much better way to approach life. We have been given so much. Shouldn’t we be thankful for all that we have?


A young man was driven to college in an old car by his dad. Several of the students saw the car and began to tease the young man. The young man looked at them and said, “That old car is the reason I’m Here”. He went on to explain that his father decided to save money for his college education rather than spending it on a new car.


This son was grateful for his father’s love and the choice he made. This changed his perspective. If this son could be grateful for what his father did for him, shouldn’t we be exponentially more grateful to our Heavenly Father for all the miracles He’s given us.

 

Deciding What Should Be First on The List

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It’s Amazing How Things Become Clear with A Limited Amount of Time

 

There are so many things trying to get on the “to do” list and each one competing for the top position. Deciding which one should get that spot is tough. There are so many great and important things that we need or want to do.


It’s easy to say that we have limited time, but hard to actually schedule that way.


My computer’s battery is not lasting as long as it did when it was new. Recently while working out of the office, without the power cord, I had 2-3 things that I wanted to get done before the computer shut down. This limited time forced me to sort and prioritize them.


How do we decide what to say yes to? 


Emergency situations often require triage. This is the process of prioritizing patients’ treatments based on the severity of their condition and the resources available. In these situations, victims are divided into three categories.

 

  • Those who are likely to live, regardless of what care they receive;
  • Those who are unlikely to live, regardless of what care they receive:
  • Those for whom immediate care might make a positive difference in outcome.

 

These choices aren’t easy and often require a quick “gut decision”. A pre-determined system, training and experience aid in the process and provide for the greatest number of survivors.


Another life and death choice is deciding who gets a transplant when there are a limited number of organ donations available. Take for example a set of twins who both need a liver transplant and their father has one liver to give. Which little girl gets it? The early thoughts of a father would be to give half to each. The problem with this, half would help neither. The final decision will be determined by which one needs it most or which one is most likely to survive.

 


Most of the choices that we make in business aren’t this critical…or are they? The decisions we make can mean life or death for our business.

 

In medical life or death situations there is a system and plan in place before hand. This same type of system should be implemented in our business. We should predetermine how we are going to choose the most important thing to the life of our business. This is where things get hard.

 


What makes one thing more important than another?


 

What should be the highest priority? Should it be production or proposals, record keeping or customer service, marketing or staff? We’re faced with tough decisions in business every day.

 


I can’t answer this question for you, but I’m tired of struggling with this dilemma and plan to design and implement a “business triage” system going forward.


What will give my business the highest chance for survival?

Knowing Who You Are and Knowing Who’s You Are

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If You Have to Tell Someone Who You Are…Then You Aren’t

 

 

The famous actor Gregory Peck once was standing in line with a friend, waiting for a table in a crowded Los Angeles restaurant. They had been waiting for some time; the diners seemed to be taking their time eating, and new tables weren’t opening up very fast. They weren’t even that close to the front of the line. Peck’s friend became impatient, and he said to Gregory, “Why don’t you tell the maître d’ who you are?” Gregory Peck responded with great wisdom.


“If you have to tell them who you are, then you aren’t.”


We all have this natural built in desire to be somebody. It doesn’t matter if your and introvert or extrovert, you want to be known. It may surface in different ways, but we all want to be seen.


The problems arise when we start thinking we’re more than we really are and that we are the source of that greatness. In Luke 18:9-14 Jesus tells about a Pharisee that had fallen into this trap. He sees himself as being better than the tax collector.


It isn’t about who’s better, it’s about WHO’S we are.

 

  • God accepts us for who we are – there’s nothing we can do that God won’t forgive. The important thing to remember is that we must ask for that forgiveness. He knows our ungodliness and loves us anyway.

 

  • God never leaves us as who we are – if we believe and accept His teaching we will be transformed. He doesn’t just rescue us from Hell, He prepares us for Heaven. This transformation doesn’t happen overnight, it’s a lifelong journey.

 

 


We can get caught up in the world around us and think we know who we are, or who we want to be. Be careful that this is the same person that God has designed you to be. You get to decide who’s you’re going to be.


You don’t have to tell others who you are…how you live your life will tell them who’s you are.

The Most Positive Communication Can Be Negative

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An Honest No Is Better Than A Yes That’s Really A Maybe

 

Why is it that we say yes to more than we can possibly do? This trying to spin too many plates is a common problem. It’s a problem that’s thousands of years old. In Exodus 18:13-23 Moses’s father-in-law tells him to stop trying to do everything by himself.


Being too busy is no one’s fault but our own. I do think that overscheduling can push us to accomplish more than we would otherwise, but we take it way too far. There are too many puzzle pieces to fit in our puzzle no matter how hard we push. So many important things that need done, but…

 


We can’t DO everything.


Our natural desire to help others is a big driving force behind too many yes’s. There are so many people with so many needs. A servant’s heart leads us to over promise. This can be controlled, but it requires intentional actions. Especially in business, we don’t want to say no to any potential opportunity. Too many yes’s is not a good way to treat customers. Trying to be everything to everybody isn’t a good business plan.


We can’t BE everything to everybody.


Trying to DO EVERYTHING for EVERYBODY has been something that I have always struggled with. There’s just so many great things to be done and someone needs to do them. It never works any time anybody tries it. We have to learn to say no.

 


The big question is how do I know what to say yes to?


This is definitely a big question and one that’s hard to answer. As we begin to approach the end of 2019, I’m beginning to think about 2020 and all the things I want to do. As I think through the list it becomes clear that clarity is needed.


Focusing on the right yes’s is going to be my goal for 2020. After all, 2020 is perfect vision. It isn’t going to be easy, but it can be done. It will require a clear plan of what the highest priorities are and removing things from the list that don’t qualify.

 


There are a lot of good yes’s but only one best yes.


I’ve been thinking forward through the long list of things that I want to do. All things that are good and important, but there are too many to do them all. With God as the Chairman of my Board of Directors, I’m confident that we can get a clear vision for 2020.


There are some new and exciting things on the horizon for this next year. I’m excited and ready to get started.

 

How To Win The Race Of Business

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You Win by Never Quitting

 

It’s NASCAR race weekend in Kansas City. My brother-in-law and I have already enjoyed Saturday’s race. There were several things that happened late in the race that changed the expected outcome. The winner of the race was not the one who lead most of the race, but he kept racing until the last lap and won.


Currently we are sitting in the hotel lobby, waiting to get back into our room, which we are locked out of and our stuff is inside the room. It appears that the battery on the electronic code reader is dead. Technology’s great…when it works.


I’m writing this on the hotel’s computer in the lobby since my computer is locked in the room.


Most people would say the only way to win a race, is to finish ahead of everyone else. I would argue that there are other ways you can win. For me winning is as much about staying true to values and core principles as it is finishing first. There are races inside of the race. Points accumulated toward the championship, sponsor visibility, etc.


When racing you need to be ready for whatever challenge is around the next corner. (Like being locked out of your hotel room.) There are other drivers, wrecks, breakdowns, all things that are out of your control. Things learned in this race or this season, help me to race better. Winning is how you deal with difficult situations.


This doesn’t mean you should race without passion or a desire to win.

 


In racing there are pit stops and caution flags that give you a chance to catch your breath and regroup. The same is true in business. Take advantage of these opportunities when you get them.


It takes more than a driver to win a race. It takes a good team, a good system and good equipment. Business is no different.


Winning the race is about how you run it.


Galatians 5:7, 2 Timothy 4:7 and 1 Corinthians 9:24


Three hours and we’re back in our room. The hotel was very apologetic, they comped our room, gave us free breakfast coupons and additional points. They had a computer and it served me well.


I’m going to call it a day so that tomorrow we can race another day.

When you win…remember to celebrate.

This video is from the Sunday race, 10/20/19