Webinars

TitleDateStart TimeDurationRegister
Business Process Outsourcing CPM26 There is significant value to be captured through Business Processing Outsourcing (BPO) contracts. The key to successful BPO agreements and relationships is how the parties braid their strategies, contracts, automation, and relationships. This session addresses how to ensure BPO is treated as a project, and instill effective governance into the contract and the relationship.

Make/buy considerations
Value points
Engagement/relationship risks
Contract elements
Key Performance Indicators
Measures and metrics of success

Increase the value captured, and mitigate the risks, in your BPO agreements. In addition, tips will be provided for both short-term and long-term success. 
5/31/20239:00am +081 hour
Register
Business Process Outsourcing CPM26 There is significant value to be captured through Business Processing Outsourcing (BPO) contracts. The key to successful BPO agreements and relationships is how the parties braid their strategies, contracts, automation, and relationships. This session addresses how to ensure BPO is treated as a project, and instill effective governance into the contract and the relationship.

Make/buy considerations
Value points
Engagement/relationship risks
Contract elements
Key Performance Indicators
Measures and metrics of success

Increase the value captured, and mitigate the risks, in your BPO agreements. In addition, tips will be provided for both short-term and long-term success. 
5/31/20239:00am CDT1 hour
Register
Seven Keys to Drafting Tight Scopes of Work and Clear SLAs for Inclusion in Your Tender This session is part of a seven-part series which Commercial Officers Group is delivering in conjunction with PASA of Australia.

This session will address:

• The differences between SOWs and SLAs, as well as their common risks
• How to differentiate the SOW and SLA in an outcomes- and performance-based contract
• How to modify the SOW and SLA as one transfers from a resource deal to a result deal
• The Five Cs of drafting
• Is completeness a cure or curse?
• And more…
6/7/202311:00am AEST1 hour
Register
Project Management Services CPM27 There is significant value to be captured through outsourcing Project Management Services. But with those benefits come risks. The key to successful Project Management Service contracts and relationships is how the parties have braided together their broader strategies, contracts, automation, and relationships. This session will address how to ensure Project Management Services are also treated as a project and instill effective governance into the Project Management Services contract and relationship.

Make/buy considerations
Key value points
Key engagement/relationship risks
Key contract elements
Key Performance Indicators
Measures and metrics of success

This session will help you increase the value captured, and well as mitigate the risks, in your Project Management Services outsourcing initiatives. In addition, tips will be provided for both short-term and long-term success.
6/7/20239:00pm +081 hour
Register
Project Management Services CPM27 There is significant value to be captured through outsourcing Project Management Services. But with those benefits come risks. The key to successful Project Management Service contracts and relationships is how the parties have braided together their broader strategies, contracts, automation, and relationships. This session will address how to ensure Project Management Services are also treated as a project and instill effective governance into the Project Management Services contract and relationship.

Make/buy considerations
Key value points
Key engagement/relationship risks
Key contract elements
Key Performance Indicators
Measures and metrics of success

This session will help you increase the value captured, and well as mitigate the risks, in your Project Management Services outsourcing initiatives. In addition, tips will be provided for both short-term and long-term success.
6/8/20239:00pm CDT1 hour
Register
Warranties and Representations CPM28 Contracts are an aggregation of promises and expectations. Unfortunately, many of those points are unclear, inferred, and implied – leading to risk for both parties. The solution? Clearly and explicitly state the promises and expectations, allowing the risks to be managed. Plus, enable the cost analysis to be accurate. This session will address how to ensure promises and expectations are addressed in warranties and representations, as well as how to address instances when such statements fall short.

• Express warranties
• Implied warranties
• Warranties versus representations
• Guarantees
• Disclaimers
• The impact of warranties on the project

This session will help you better understand warranties, representations, and other similar elements contained in contracts and commercial relationships. In addition, tips will be provided for both short-term and long-term success.
6/14/20238:00am +081 hour
Register
Eight Pitfalls to Avoid When Deploying Flawed RFxs This session is part of a seven-part series which Commercial Officers Group is delivering in conjunction with PASA of Australia.

This session will address:

• How to successfully deploy an RFx
• The differences between RFIs/EOIs and RFPs/RFQs - which format to choose and why
• Gaining or losing leverage with the RFx
• Is your RFx an enabler or disabler?
• What is the optimal level of transparency – is it discretionary?
• And more…
6/14/202311:00am AEST1 hour
Register
Warranties and Representations CPM28 Contracts are an aggregation of promises and expectations. Unfortunately, many of those points are unclear, inferred, and implied – leading to risk for both parties. The solution? Clearly and explicitly state the promises and expectations, allowing the risks to be managed. Plus, enable the cost analysis to be accurate. This session will address how to ensure promises and expectations are addressed in warranties and representations, as well as how to address instances when such statements fall short.

• Express warranties
• Implied warranties
• Warranties versus representations
• Guarantees
• Disclaimers
• The impact of warranties on the project

This session will help you better understand warranties, representations, and other similar elements contained in contracts and commercial relationships. In addition, tips will be provided for both short-term and long-term success.
6/14/20239:00am CDT1 hour
Register
Major Trends in Talent Engagement For those of us in contracting, project management, sourcing, sales, and other commercial management disciplines, the world is quickly changing. We are expected to have answers before our stakeholders ask their questions. In many cases, the answers are not certain.

This session provides insight on the questions being raised, and the answers being provided - on how to Engage Talent. This covers a number of topics, ranging from recruiting the talent, retaining it, and finally to engaging those who possess the talent. We will focus on the engagement aspect, as recruiting and retaining tend to be less challenging. Many of us assume our team is engaged, but are they? Are they motivated to deliver superior outcomes, or merely deliver the results prescribed? How do we ensure our team is focused on the task at hand, but maintain healthy work/life balance. Are we leading others by mandate, or by examples of being fully engaged?
This session will provide answers to these key questions and show how to Engage Talent throughout our commercial practices.

For those attendees who are in the Commercial Project Management (CPM) certification program, this session is being offered in addition to the interactive Zoom group call to which you have been invited. If you are not in the CPM certification program, and are interested in attaining CPM status, please let us know at admin@commecialofficers.com.
6/14/202311:00am CDT1 hour
Register
Indemnities CPM29 Along with fulfilling other purposes, contracts are governance documents regarding risk. Unless the parties understand who will manage and take liability for the risks, additional levels of risk arise. The parties cannot anticipate and define every potential risk, nor the magnitude of those risks, but they can agree upon who will bear the burdens of those risks. The solution? The indemnity clause. Along with other risk-allocation elements, the indemnity clause is one of the most pivotal and negotiated provisions in a contract. This session will address what an indemnity clause is and why it is vital to get it right.

• What is indemnification?
• Types of indemnification
• Hold harmless
• The ability to indemnify
• Backed by insurance
• The impact of indemnification on the project
This session will address the impact of indemnification on the contract, the relationship, and the project. You will better understand how greater value can be created by mitigating the underlying risk rather than pursuing the tired approach of simply allocating the risk.
6/21/20238:00am +081 hour
Register
Ten Things about Contracting with Suppliers which They Do Not Teach You in School This session is part of a seven-part series which Commercial Officers Group is delivering in conjunction with PASA of Australia.

This session will address:

• Are you really expected to read and understand the fine print?
• How does leverage shift with the contract signature?
• How confidential is confidentiality?
• The imbalance of inbound and outbound risk
• How do budgets impact more than the purchase price?
• And more…
6/21/202311:00am AEST1 hour
Register
Indemnities CPM29 Along with fulfilling other purposes, contracts are governance documents regarding risk. Unless the parties understand who will manage and take liability for the risks, additional levels of risk arise. The parties cannot anticipate and define every potential risk, nor the magnitude of those risks, but they can agree upon who will bear the burdens of those risks. The solution? The indemnity clause. Along with other risk-allocation elements, the indemnity clause is one of the most pivotal and negotiated provisions in a contract. This session will address what an indemnity clause is and why it is vital to get it right.

• What is indemnification?
• Types of indemnification
• Hold harmless
• The ability to indemnify
• Backed by insurance
• The impact of indemnification on the project
This session will address the impact of indemnification on the contract, the relationship, and the project. You will better understand how greater value can be created by mitigating the underlying risk rather than pursuing the tired approach of simply allocating the risk.
6/21/20239:00am CDT1 hour
Register
Remedies and Liquidated Damages CPM30 Contracts are designed to define and satisfy expectations. Unfortunately, sometimes one of the parties falls short and when they do, the other party’s expectations must still be fulfilled. The primary means of fulfilling expectations when actual performance falls short is the mechanism known as remedies, which may include liquidated damages.
• Why use remedies?
• Financial versus non-financial
• Penalties versus liquidated damages
• The pre-requisites to liquidated damages
• The impact of remedies on prices
• The impact of remedies on the project
We will define the key elements of a remedy, what to include, and what to avoid. The remedies must avoid being punitive, and you will learn how to ensure your remedy and liquidated damage clauses align with best practices.
6/28/20238:00am +081 hour
Register
Contract Management #102 – Upgrading from Beginner to Insightful Practitioner This session is part of a seven-part series which Commercial Officers Group is delivering in conjunction with PASA of Australia.

This session will address:

• Using scorecards and dashboards to measure and motivate performance
• Fostering contracting flexibility and agility in a VUCA World
• Automating the tendering and contracting process
• Addressing the increased need for governance and compliance
• Developing the cross-functional practitioner – category manager, contract manager, supplier relationship manager, and project manager all blended into one person
• And more…
6/28/202311:00am AEST1 hour
Register
Remedies and Liquidated Damages CPM30 Contracts are designed to define and satisfy expectations. Unfortunately, sometimes one of the parties falls short and when they do, the other party’s expectations must still be fulfilled. The primary means of fulfilling expectations when actual performance falls short is the mechanism known as remedies, which may include liquidated damages.
• Why use remedies?
• Financial versus non-financial
• Penalties versus liquidated damages
• The pre-requisites to liquidated damages
• The impact of remedies on prices
• The impact of remedies on the project
We will define the key elements of a remedy, what to include, and what to avoid. The remedies must avoid being punitive, and you will learn how to ensure your remedy and liquidated damage clauses align with best practices.
6/28/20239:00am CDT1 hour
Register
Standards of Performance CPM31 Jim Bergman will cover the following topics:
Reasonable efforts
Best efforts
Empirical efforts
What if the standard is not met?
The impact of the standard on prices
The impact of the standard on the project
7/5/20239:00am +081 hour
Register
Standards of Performance CPM31 Jim Bergman will cover the following topics:
Reasonable efforts
Best efforts
Empirical efforts
What if the standard is not met?
The impact of the standard on prices
The impact of the standard on the project
7/5/20239:00am CDT1 hour
Register
Intellectual Property and Works for Hire CPM32 One of the greatest sources of value, as well as risk, created between commercial partners is Intellectual Property. If a good is delivered, or a service rendered, ownership and the related rights are transferred. But with the creation of intellectual property, as well as with works for hire, some rights are retained by the licensee or developer. The ideal method of defining these rights is through the contract. If the license, project, and relationship proceed without a clear understanding between the parties, trouble often arises. This session will address:
• Types of intellectual property and works for hire
• Short-term considerations
• Long-term considerations
• Key value points
• Key project/relationship risks
• Contract elements
You will receive valuable points to add to your contracting checklist. In addition, you will receive insight on how to structure the deal and the supporting documentation to ensure the parties clearly understand and agree upon the rights and liabilities arising from intellectual property and works for hire.
7/12/20238:00am +081 hour
Register
Building Trust, Collaboration, and Innovation into Your Supplier Relationships This session is part of a seven-part series which Commercial Officers Group is delivering in conjunction with PASA of Australia.

This session will address:

• Assessing trust levels in organization’s culture
• Harnessing trust to foster collaboration
• Taking collaboration to the next level - innovation
• Integrating Relational Contracting into your skill set and tool box
• Ensuring relational tenets and social norms fill the contractual gaps
• And more…
7/12/202311:00am AEST1 hour
Register
Intellectual Property and Works for Hire CPM32 One of the greatest sources of value, as well as risk, created between commercial partners is Intellectual Property. If a good is delivered, or a service rendered, ownership and the related rights are transferred. But with the creation of intellectual property, as well as with works for hire, some rights are retained by the licensee or developer. The ideal method of defining these rights is through the contract. If the license, project, and relationship proceed without a clear understanding between the parties, trouble often arises. This session will address:
• Types of intellectual property and works for hire
• Short-term considerations
• Long-term considerations
• Key value points
• Key project/relationship risks
• Contract elements
You will receive valuable points to add to your contracting checklist. In addition, you will receive insight on how to structure the deal and the supporting documentation to ensure the parties clearly understand and agree upon the rights and liabilities arising from intellectual property and works for hire.
7/12/20239:00am CDT1 hour
Register
Major Trends in Change Sustainment For those of us in contracting, project management, sourcing, sales, and other commercial management disciplines, the world is quickly changing. We are expected to have answers before our stakeholders ask their questions. In many cases, the answers are not certain.

This session provides insight on the questions being raised, and the answers being provided - on how to not only Manage Change, but Sustain it as well. Change Management has evolved into a structured approach with high levels of governance. The Change Management process has become standardized and increasingly measurable. Change is more than a momentary adjustment. It is a structured approach which, if done well, will effectuate additional value and mitigate risk. Thus, we need to treat Change Management as a process and discipline that becomes integrate into our contracts, relationships, and projects. While the Change Management discipline has established standards, it is flexible and enables our commercial pursuits. But how do we get started? And more importantly, how do we sustain the change once it has started? This session will provide answers to these key questions and show how to Sustain Change with our commercial practices.

For those attendees who are in the Commercial Project Management (CPM) certification program, this session is being offered in addition to the interactive Zoom group call to which you have been invited. If you are not in the CPM certification program, and are interested in attaining CPM status, please let us know at admin@commecialofficers.com.
7/12/202311:00am CDT1 hour
Register
Payment CPM33 Jim Bergman will cover the following topics:
Single payment on a stated date
Multiple payments at milestones
Tactical and operational aspects
Offsets and deductions
Key project/relationship considerations
Contract elements
7/19/20238:00am +081 hour
Register
Mitigating Risk through Effective Risk Registers and Other Risk Management Tools This session is part of a seven-part series which Commercial Officers Group is delivering in conjunction with PASA of Australia.

This session will address:

• The difference between risk allocation and risk mitigation
• Basing risk decisions on whether the deal is for results or resources
• The value of a shared risk register – sharing the register but not the risks
• Drawing the risk tower and integrating insurance solutions
• Risk Registers, Project Plans, Gantt Charts and other tools
• And more…
7/19/202311:00am AEST1 hour
Register
Payment CPM33 Jim Bergman will cover the following topics:
Single payment on a stated date
Multiple payments at milestones
Tactical and operational aspects
Offsets and deductions
Key project/relationship considerations
Contract elements
7/19/20239:00am CDT1 hour
Register
Scopes of Work and Service Level Agreements CPM34 Unless we describe something well, the odds are strong that we will never get it. Unless we define the job, it will never be performed to our satisfaction. Therefore, developing and drafting the best SOW and SLA is essential. Yet, many commercial practitioners fall short in this pursuit. This session will explore why we too often fall short in this endeavor and will address:

- The SOW versus the SLA
- SOWs in results and resources contracts
- Balancing agility and flexibility against reliability
- The impact on pricing
- Integrating with the contract
- Integrating with the project

You will receive valuable points to add to your contracting checklists and your operational strategy documents. These tips will allow you to develop and manage contracts with greater effect and ensure the intended outcomes – which all lead to increased satisfaction from your key stakeholders.
7/26/20238:00am +081 hour
Register
Avoiding the “Gothcas” that “Getch Ya” – Keys to Surviving Remedies, Warranties, Indemnities, and Liquidated Damages This session is part of a seven-part series which Commercial Officers Group is delivering in conjunction with PASA of Australia.

This session will address:

• Warranties and Representations – what can be implied?
• The impact of disclaimers – the give and take of risk allocation
• Indemnities and hold harmless provisions – what do they really mean?
• When are non-financial remedies more impactful than financial ones?
• Penalties versus liquidated damages – is it all in a name?
• And more…
7/26/202311:00am AEST1 hour
Register
Scopes of Work and Service Level Agreements CPM34 Unless we describe something well, the odds are strong that we will never get it. Unless we define the job, it will never be performed to our satisfaction. Therefore, developing and drafting the best SOW and SLA is essential. Yet, many commercial practitioners fall short in this pursuit. This session will explore why we too often fall short in this endeavor and will address:

- The SOW versus the SLA
- SOWs in results and resources contracts
- Balancing agility and flexibility against reliability
- The impact on pricing
- Integrating with the contract
- Integrating with the project

You will receive valuable points to add to your contracting checklists and your operational strategy documents. These tips will allow you to develop and manage contracts with greater effect and ensure the intended outcomes – which all lead to increased satisfaction from your key stakeholders.
7/26/20239:00am CDT1 hour
Register
Drafting and Alignment CPM35 Significant research from the past twenty years repeatedly shows the importance of clarity in contracts, and lack of clarity should not be an acceptable option.
The Commercial Project Manager must strive to continually ensure that one’s contracts are reasonable, fair, clear, and aligned to a broader strategy. These descriptors have a specific meaning, and this webinar will better understand these essential attributes. This session will address:

- Fair contracts are equally acceptable
- Good contracts are clear
- Tips for clarity
- Visualization
- Impact of “FOB Ship’s Flange”
- Impact on the overall project

You will receive valuable points to add to your contract and tender drafting checklists and your strategy documents. These tips will allow you to draft with greater speed, higher quality, and lower cost, leading to increased satisfaction from your key stakeholders.
8/2/20239:00am +081 hour
Register
Drafting and Alignment CPM35 Significant research from the past twenty years repeatedly shows the importance of clarity in contracts, and lack of clarity should not be an acceptable option.
The Commercial Project Manager must strive to continually ensure that one’s contracts are reasonable, fair, clear, and aligned to a broader strategy. These descriptors have a specific meaning, and this webinar will better understand these essential attributes. This session will address:

- Fair contracts are equally acceptable
- Good contracts are clear
- Tips for clarity
- Visualization
- Impact of “FOB Ship’s Flange”
- Impact on the overall project

You will receive valuable points to add to your contract and tender drafting checklists and your strategy documents. These tips will allow you to draft with greater speed, higher quality, and lower cost, leading to increased satisfaction from your key stakeholders.
8/2/20239:00am CDT1 hour
Register
Measuring and Motivating Contract Management Excellence CPM36 Unless we measure something, how will we know whether we are succeeding? Commercial contracts and relationships are not unique and must be assessed and measured to know whether they are working and succeeding. In this session, we will explore how to measure and motivate those in the customer/supplier contract and relationship and drive superior performance across the contract, the related projects, and the overall relationship. Topics include:
• Scorecards and scorekeepers
• Individual recognition and reward
• Team/enterprise recognition and reward
• Ensuring objectivity
• Impact on the contract
• Impact on the project
You will receive valuable points to add to your contract, sourcing checklists, and strategy documents. These tips will allow you to address commercial objectives with greater speed, higher quality, and lower cost, leading to increased satisfaction from your key stakeholders.
8/9/20239:00am +081 hour
Register
Measuring and Motivating Contract Management Excellence CPM36 Unless we measure something, how will we know whether we are succeeding? Commercial contracts and relationships are not unique and must be assessed and measured to know whether they are working and succeeding. In this session, we will explore how to measure and motivate those in the customer/supplier contract and relationship and drive superior performance across the contract, the related projects, and the overall relationship. Topics include:
• Scorecards and scorekeepers
• Individual recognition and reward
• Team/enterprise recognition and reward
• Ensuring objectivity
• Impact on the contract
• Impact on the project
You will receive valuable points to add to your contract, sourcing checklists, and strategy documents. These tips will allow you to address commercial objectives with greater speed, higher quality, and lower cost, leading to increased satisfaction from your key stakeholders.
8/9/20239:00am CDT1 hour
Register
Major Trends in Communication Impact For those of us in contracting, project management, sourcing, sales, and other commercial management disciplines, the world is quickly changing. We are expected to have answers before our stakeholders ask their questions. In many cases, the answers are not certain.

This session provides insight on the questions being raised, and the answers being provided - on how to make an Impact through Communication Management. Everyone communicates, but not everyone makes an impact with their communication. We are trained in technical areas, such as contract and tender drafting, negotiation, contract management, project management, and commercial relationship management. But how can we ensure that our efforts in coupling effective communication with our technical skills will be effective? Are we currently impactful? Can we improve? How? This session will provide answers to these key questions and show how to integrate Impactful Communication into our commercial practices.

For those attendees who are in the Commercial Project Management (CPM) certification program, this session is being offered in addition to the interactive Zoom group call to which you have been invited. If you are not in the CPM certification program, and are interested in attaining CPM status, please let us know at admin@commecialofficers.com.
8/9/202311:00am CDT1 hour
Register
SMART and SMARTER Performance Measures in Contracts CPM37 Internal performance governance models continually embrace SMART elements. This technique enables employees to align their performance to an organization's business goals. Suppliers and contractors have become an extension of that same organization. But the use of SMART in defining supplier/contractor performance has not found the same level of integration. There are reasons to avoid this approach, such as co-employment risk. But the lost benefits exceed the manageable risks. In this session, we will explore the SMART model, and the extended SMARTER model, in commercial relationships. Topics include:
• Specific, Measurable, Attainable, Relevant, Time-bound
• Evaluated
• Recognized/Rewarded/Revisited
• Impact on the contract
• Impact on the project
• Impact on the individual and team
You will receive valuable points to add to your commercial project management checklists and your commercial strategy documents. These tips will allow you to drive performance to higher levels, creating high yields from your commercial contracts and relationships.
8/16/20239:00am +081 hour
Register
SMART and SMARTER Performance Measures in Contracts CPM37 Internal performance governance models continually embrace SMART elements. This technique enables employees to align their performance to an organization's business goals. Suppliers and contractors have become an extension of that same organization. But the use of SMART in defining supplier/contractor performance has not found the same level of integration. There are reasons to avoid this approach, such as co-employment risk. But the lost benefits exceed the manageable risks. In this session, we will explore the SMART model, and the extended SMARTER model, in commercial relationships. Topics include:
• Specific, Measurable, Attainable, Relevant, Time-bound
• Evaluated
• Recognized/Rewarded/Revisited
• Impact on the contract
• Impact on the project
• Impact on the individual and team
You will receive valuable points to add to your commercial project management checklists and your commercial strategy documents. These tips will allow you to drive performance to higher levels, creating high yields from your commercial contracts and relationships.
8/16/20239:00am CDT1 hour
Register
Traditional Contract Models CPM38 As in other walks of life, there is no “one size fits all.” Contract models are no different; we must determine and use the right contract model that best fits the circumstance. We should not use a purchase order to license software; we should use bilateral provisions in some instances but unilateral provisions in others. To make the right decision regarding the optimal contract model, we must first understand the traditional contract models available. This session will provide an overview of the traditional contract models, some key provisions, and when to use them. Topics include:
- Purchase Orders, Service Orders, Master Agreements
- The Contract Cube
- Licenses
- Leases and Rental Agreements
- Confidentiality Agreements and Memos of Understanding
- Contracts need to be fit for the purpose
You will receive valuable points to add to your commercial contracting and project management checklists and your commercial strategy documents. These tips will allow you to drive performance to higher levels, creating high yields from your commercial contracts and relationships.
8/23/20239:00am +081 hour
Register
Traditional Contract Models CPM38 As in other walks of life, there is no “one size fits all.” Contract models are no different; we must determine and use the right contract model that best fits the circumstance. We should not use a purchase order to license software; we should use bilateral provisions in some instances but unilateral provisions in others. To make the right decision regarding the optimal contract model, we must first understand the traditional contract models available. This session will provide an overview of the traditional contract models, some key provisions, and when to use them. Topics include:
- Purchase Orders, Service Orders, Master Agreements
- The Contract Cube
- Licenses
- Leases and Rental Agreements
- Confidentiality Agreements and Memos of Understanding
- Contracts need to be fit for the purpose
You will receive valuable points to add to your commercial contracting and project management checklists and your commercial strategy documents. These tips will allow you to drive performance to higher levels, creating high yields from your commercial contracts and relationships.
8/23/20239:00am CDT1 hour
Register
FIDIC CPM39 Commercial practitioners frequently face tension between two contract development options – should they use their standard contract or a third-party provider’s version? There are many third-party options available in the market, with advantages and disadvantages to each. And the analysis must be conducted while assessing whether one of the primary parties’ contract templates should be used. Unless the commercial project manager understands the features and nuances associated with all of the options, there is risk that a lesser option will be used. This session will provide insight into one of the more popular third-party options, the FIDIC contract template portfolio.

Topics include:
• A global set of templates for an array of contracting scenarios
• Highly relevant to Engineering and Construction
• Broadly used and viewed as a global standard
• The “but, we are different” challenge
• The “but, everyone agrees to it” challenge
• Impact on the overall project

You will receive valuable points to add to your commercial contracting and project management checklists, as well as your commercial strategy documents. These tips will allow you to drive performance to higher levels, creating high yields from your commercial contracts and relationships.
8/30/20239:00am +081 hour
Register
FIDIC CPM39 Commercial practitioners frequently face tension between two contract development options – should they use their standard contract or a third-party provider’s version? There are many third-party options available in the market, with advantages and disadvantages to each. And the analysis must be conducted while assessing whether one of the primary parties’ contract templates should be used. Unless the commercial project manager understands the features and nuances associated with all of the options, there is risk that a lesser option will be used. This session will provide insight into one of the more popular third-party options, the FIDIC contract template portfolio.

Topics include:
• A global set of templates for an array of contracting scenarios
• Highly relevant to Engineering and Construction
• Broadly used and viewed as a global standard
• The “but, we are different” challenge
• The “but, everyone agrees to it” challenge
• Impact on the overall project

You will receive valuable points to add to your commercial contracting and project management checklists, as well as your commercial strategy documents. These tips will allow you to drive performance to higher levels, creating high yields from your commercial contracts and relationships.
8/30/20239:00am CDT1 hour
Register
NEC and NEC3 CPM40 Jim Bergman will cover the following topics:
New Engineering Contract, viewed as a collaborative option
NEC4 reflects project management best practices
Emphasizes flexibility, clarity and ease use
Stimulates relationship management between the parties
Guidance notes and flowcharts are available
Impact on the overall project
9/6/20239:00am +081 hour
Register
NEC and NEC3 CPM40 Jim Bergman will cover the following topics:
New Engineering Contract, viewed as a collaborative option
NEC4 reflects project management best practices
Emphasizes flexibility, clarity and ease use
Stimulates relationship management between the parties
Guidance notes and flowcharts are available
Impact on the overall project
9/6/20239:00am CDT1 hour
Register
Lump Sum CPM41 Jim Bergman will cover the following topics:
Involves a total fixed price
Can include incentives or liquidated damages
Preferred when scope is clear and schedule is agreed
Useful when risk is transferred to the contractor and/or the client wants to avoid change orders
Contractor must integrate the cost of carrying added risk
Impact on the overall project
9/13/20239:00am +081 hour
Register
Lump Sum CPM41 Jim Bergman will cover the following topics:
Involves a total fixed price
Can include incentives or liquidated damages
Preferred when scope is clear and schedule is agreed
Useful when risk is transferred to the contractor and/or the client wants to avoid change orders
Contractor must integrate the cost of carrying added risk
Impact on the overall project
9/13/20239:00am CDT1 hour
Register
Time and Materials Reimbursable CPM42 Jim Bergman will cover the following topics:
Involves a price based upon hourly/daily rate, and certain additional expenses
Preferred when scope is unclear and schedule is not agreed
Used when risk is to be retained by the customer
Relevant if there is a cap to the amount or project duration
Common with small projects, or if forecast of time is viable
Impact on the overall project
9/20/20239:00am +081 hour
Register
Time and Materials Reimbursable CPM42 Jim Bergman will cover the following topics:
Involves a price based upon hourly/daily rate, and certain additional expenses
Preferred when scope is unclear and schedule is not agreed
Used when risk is to be retained by the customer
Relevant if there is a cap to the amount or project duration
Common with small projects, or if forecast of time is viable
Impact on the overall project
9/20/20239:00am CDT1 hour
Register
Target Price / Target Cost CPM43 Jim Bergman will cover the following topics:
Solid adoption in some markets, e.g., 15% of construction projects in Japan
Can improve project performance with cost reduction of 15%
Final project cost is a design parameter, like capacity and aesthetics
The project team should develop the target cost at the outset
The cost can increase but team must commit to decrease
Impact on the overall project
9/27/20239:00am +081 hour
Register
Target Price / Target Cost CPM43 Jim Bergman will cover the following topics:
Solid adoption in some markets, e.g., 15% of construction projects in Japan
Can improve project performance with cost reduction of 15%
Final project cost is a design parameter, like capacity and aesthetics
The project team should develop the target cost at the outset
The cost can increase but team must commit to decrease
Impact on the overall project
9/27/20239:00am CDT1 hour
Register
Guaranteed Maximum Price CPM44 Jim Bergman will cover the following topics:
A guaranteed maximum price, with not-to-exceed price, pays the contractor for actual costs plus a fixed fee, subject to a ceiling
Contractor bears cost overrun risk, unless due to a change order
Savings from cost underruns are given to the client
Differs from a fixed-price contract where savings are typically retained by the contractor
Some contractors avoid, as every hour beyond the maximum erodes their margin
Impact on the overall project
10/4/20239:00am +081 hour
Register
Guaranteed Maximum Price CPM44 Jim Bergman will cover the following topics:
A guaranteed maximum price, with not-to-exceed price, pays the contractor for actual costs plus a fixed fee, subject to a ceiling
Contractor bears cost overrun risk, unless due to a change order
Savings from cost underruns are given to the client
Differs from a fixed-price contract where savings are typically retained by the contractor
Some contractors avoid, as every hour beyond the maximum erodes their margin
Impact on the overall project
10/4/20239:00am CDT1 hour
Register
Incentives and Retention CPM45 Jim Bergman will cover the following topics:
Can incentives eventually become disincentives?
Financial versus non-financial incentives
Retention without contractual foundation
Impact on the contract
Impact on the project
Impact on the individual and team
10/11/20239:00am +081 hour
Register
Incentives and Retention CPM45 Jim Bergman will cover the following topics:
Can incentives eventually become disincentives?
Financial versus non-financial incentives
Retention without contractual foundation
Impact on the contract
Impact on the project
Impact on the individual and team
10/11/20239:00am CDT1 hour
Register
Tax Implications CPM46 Jim Bergman will cover the following topics:
Strategy allows mitigation in most instances
Jurisdictions, goods/services, timing are all factors
Does tax strategy ever overshadow pragmatism?
Consider taxes of the whole versus taxes on the pieces
Impact on the contract
Impact on the project
10/18/20239:00am +081 hour
Register
Tax Implications CPM46 Jim Bergman will cover the following topics:
Strategy allows mitigation in most instances
Jurisdictions, goods/services, timing are all factors
Does tax strategy ever overshadow pragmatism?
Consider taxes of the whole versus taxes on the pieces
Impact on the contract
Impact on the project
10/18/20239:00am CDT1 hour
Register
Project Risks CPM47 Jim Bergman will cover the following topics:
Scope risk
Schedule risk
Resource risk
Technology risk
Project reputation risk is emerging as a factor, e.g., “Big Dig”
Impact on the contract
10/25/20239:00am +081 hour
Register
Project Risks CPM47 Jim Bergman will cover the following topics:
Scope risk
Schedule risk
Resource risk
Technology risk
Project reputation risk is emerging as a factor, e.g., “Big Dig”
Impact on the contract
10/25/20239:00am CDT1 hour
Register
Party Risks – from Financial to Reputation CPM48 Jim Bergman will cover the following topics:
Financial stability
Deficient talent and poor management
Sub-standard tools and processes
Reputation
Impact on the contract
Impact on the project
11/1/20239:00am +081 hour
Register
Party Risks – from Financial to Reputation CPM48 Jim Bergman will cover the following topics:
Financial stability
Deficient talent and poor management
Sub-standard tools and processes
Reputation
Impact on the contract
Impact on the project
11/1/20239:00am CDT1 hour
Register
External and Market Risks CPM49 Jim Bergman will cover the following topics:
Fiscal, currency, economic risk
Political risk, social risk
Environmental damage risk
Force majeure risk
Impact on the contract
Impact on the project
11/8/20239:00am +081 hour
Register
External and Market Risks CPM49 Jim Bergman will cover the following topics:
Fiscal, currency, economic risk
Political risk, social risk
Environmental damage risk
Force majeure risk
Impact on the contract
Impact on the project
11/8/20239:00am CST1 hour
Register
Risk Allocation Techniques CPM50 Jim Bergman will cover the following topics:
Limitation of liability
Warranties and indemnification
Insurance
Shared risk registers
Impact on the contract
Impact on the project
Risk Mitigation and Prevention
Parallel to Total Quality Management and zero defects?
Mitigating the probability and the impact
Who is best positioned to mitigate/prevent the risk?
Measuring value of the non-event
Impact on the contract
Impact on the project
11/15/20239:00am +081 hour
Register
Risk Allocation Techniques CPM50 Jim Bergman will cover the following topics:
Limitation of liability
Warranties and indemnification
Insurance
Shared risk registers
Impact on the contract
Impact on the project
Risk Mitigation and Prevention
Parallel to Total Quality Management and zero defects?
Mitigating the probability and the impact
Who is best positioned to mitigate/prevent the risk?
Measuring value of the non-event
Impact on the contract
Impact on the project
11/15/20239:00am CST1 hour
Register
Risk Mitigation and Prevention CPM51 Jim Bergman will cover the following topics:
Risk Registers and Gantt Charts
Project Plans
Shared folders
Dashboards
Software
Integrating the project tools into the contract and relationship
11/22/20239:00am +081 hour
Register
Risk Mitigation and Prevention CPM51 Jim Bergman will cover the following topics:
Risk Registers and Gantt Charts
Project Plans
Shared folders
Dashboards
Software
Integrating the project tools into the contract and relationship
11/22/20239:00am CST1 hour
Register
Risk Registers, Gantt Charts and other Tools CPM52 Jim Bergman will cover the following topics:
Risk Registers and Gantt Charts
Project Plans
Shared folders
Dashboards
Software
Integrating the project tools into the contract and relationship
11/29/20239:00am +081 hour
Register
Risk Registers, Gantt Charts and other Tools CPM52 Jim Bergman will cover the following topics:
Risk Registers and Gantt Charts
Project Plans
Shared folders
Dashboards
Software
Integrating the project tools into the contract and relationship
11/29/20239:00am CST1 hour
Register
Communication Management CPM53 Jim Bergman will cover the following topics:
Communication strategies
Communication tactics
The four M’s – Message, Meaningful, Medium, Messenger
The communication rainbow
Impact on the contract
Impact on the project
Change Management
Change management strategies
Change management tactics
Engage, engage, engage at all levels
Practice what you preach
Impact on the contract
Impact on the project
12/6/20239:00am +081 hour
Register
Communication Management CPM53 Jim Bergman will cover the following topics:
Communication strategies
Communication tactics
The four M’s – Message, Meaningful, Medium, Messenger
The communication rainbow
Impact on the contract
Impact on the project
Change Management
Change management strategies
Change management tactics
Engage, engage, engage at all levels
Practice what you preach
Impact on the contract
Impact on the project
12/6/20239:00am CST1 hour
Register
Change Management CPM54 Jim Bergman will cover the following topics:
Change Management
Change management strategies
Change management tactics
Engage, engage, engage at all levels
Practice what you preach
Impact on the contract
Impact on the project
12/13/20239:00am +081 hour
Register
Change Management CPM54 Jim Bergman will cover the following topics:
Change Management
Change management strategies
Change management tactics
Engage, engage, engage at all levels
Practice what you preach
Impact on the contract
Impact on the project
12/13/20239:00am CST1 hour
Register
Flexibility and Agile in a VUCA World CPM55 Jim Bergman will cover the following topics:
The need to be flexible and agile
The need for governance and compliance
Balancing the two competing interests
Aligning approaches between the commercial partners
Impact on the contract
Impact on the project
12/20/20239:00am +081 hour
Register
Flexibility and Agile in a VUCA World CPM55 Jim Bergman will cover the following topics:
The need to be flexible and agile
The need for governance and compliance
Balancing the two competing interests
Aligning approaches between the commercial partners
Impact on the contract
Impact on the project
12/20/20239:00am CST1 hour
Register
Strategic Value Management Factors CPM56 Jim Bergman will cover the following topics:
Solidifying the enterprise in a de-verticalized economy
Maximizing value for money
Managing risk
Fostering innovation
Becoming the commercial partner of choice
Contracting as a strategic competitive differentiator
12/27/20239:00am +081 hour
Register
Strategic Value Management Factors CPM56 Jim Bergman will cover the following topics:
Solidifying the enterprise in a de-verticalized economy
Maximizing value for money
Managing risk
Fostering innovation
Becoming the commercial partner of choice
Contracting as a strategic competitive differentiator
12/27/20239:00am CST1 hour
Register
What is a Project Plan? CPM01 Jim Bergman will cover the following topics:
Guides project execution
Guides project control
Outlines who is responsible and/or accountable
Manages risk and optimizes benefits
Requires flexibility
Why do we need them?
To ensure our projects are successful
To maximize value
To minimize risk
To comply with time, money and quality requirements
To answer the why, what, who and when questions
To aid compliance, governance and knowledge management
1/10/20249:00am +081 hour
Register
What is a Project Plan? CPM01 Jim Bergman will cover the following topics:
Guides project execution
Guides project control
Outlines who is responsible and/or accountable
Manages risk and optimizes benefits
Requires flexibility
Why do we need them?
To ensure our projects are successful
To maximize value
To minimize risk
To comply with time, money and quality requirements
To answer the why, what, who and when questions
To aid compliance, governance and knowledge management
1/10/20249:00am CST1 hour
Register
Why do we need Project Plans? CPM021/17/20249:00am +081 hour
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Why do we need Project Plans? CPM021/17/20249:00am CST1 hour
Register
What is a Contract? CPM03 Jim Bergman will cover the following topics:
A formal, executed document which:
Guides transaction/relationship execution
Guides transaction/relationship control
Outlines who is responsible and/or accountable
Manages risk and optimizes benefits
Requires flexibility
Contracts – Why do we need them?
To ensure our transaction/relationships are successful
To maximize value
To minimize risk
To comply with time, money and quality requirements
To answer the why, what, who and when questions
To aid compliance, governance and knowledge management
1/24/20249:00am +081 hour
Register
What is a Contract? CPM03 Jim Bergman will cover the following topics:
A formal, executed document which:
Guides transaction/relationship execution
Guides transaction/relationship control
Outlines who is responsible and/or accountable
Manages risk and optimizes benefits
Requires flexibility
Contracts – Why do we need them?
To ensure our transaction/relationships are successful
To maximize value
To minimize risk
To comply with time, money and quality requirements
To answer the why, what, who and when questions
To aid compliance, governance and knowledge management
1/24/20249:00am CST1 hour
Register
Why do we need Contracts? CPM041/31/20249:00am +081 hour
Register
Why do we need Contracts? CPM041/31/20249:00am CST1 hour
Register
Best Practices in ESG Integration - Session 22/1/20248:00pm CST1 hour
Register
Traditional Mainstream Projects CPM05 Jim Bergman will cover the following topics:
Require planning
Require strong leadership
Must integrate a team from multiple disciplines
Face changing and flexible internal requirements
Endure VUCA (Volatility, Uncertainty, Complexity, Ambiguity)
Depend on effective communications and contracts
2/7/20249:00am +081 hour
Register
Traditional Mainstream Projects CPM05 Jim Bergman will cover the following topics:
Require planning
Require strong leadership
Must integrate a team from multiple disciplines
Face changing and flexible internal requirements
Endure VUCA (Volatility, Uncertainty, Complexity, Ambiguity)
Depend on effective communications and contracts
2/7/20249:00am +081 hour
Register
Traditional Mainstream Projects CPM05 Jim Bergman will cover the following topics:
Require planning
Require strong leadership
Must integrate a team from multiple disciplines
Face changing and flexible internal requirements
Endure VUCA (Volatility, Uncertainty, Complexity, Ambiguity)
Depend on effective communications and contracts
2/7/20249:00am CST1 hour
Register
Major Infrastructure Projects CPM06 Jim Bergman will cover the following topics:
Political factors
Feasibility and environmental impact concerns
Funding uncertainty
Transparency with public/press
Process and policy compliance
Contracting structure is highly complex and complicated
2/14/20249:00am +081 hour
Register
Major Infrastructure Projects CPM06 Jim Bergman will cover the following topics:
Political factors
Feasibility and environmental impact concerns
Funding uncertainty
Transparency with public/press
Process and policy compliance
Contracting structure is highly complex and complicated
2/14/20249:00am CST1 hour
Register
Public Private Partnerships CPM07 Jim Bergman will cover the following topics:
Extremely long term, e.g., thirty years, projects
Financing models and contracts
Optimized risk allocation
Service delivery models
Collaboration has a greater opportunity to occur
Unique contract types, clauses, SLA’s, KPI’s
2/21/20249:00am +081 hour
Register
Public Private Partnerships CPM07 Jim Bergman will cover the following topics:
Extremely long term, e.g., thirty years, projects
Financing models and contracts
Optimized risk allocation
Service delivery models
Collaboration has a greater opportunity to occur
Unique contract types, clauses, SLA’s, KPI’s
2/21/20249:00am CST1 hour
Register
Outsourcing Deals CPM08 Jim Bergman will cover the following topics:
Resource or results?
SOW’s and SLA’s
Key performance indicators
HR and employment impact
Sourcing, transition/implementation and fulfilment phases
Exit plan
2/28/20249:00am +081 hour
Register
Outsourcing Deals CPM08 Jim Bergman will cover the following topics:
Resource or results?
SOW’s and SLA’s
Key performance indicators
HR and employment impact
Sourcing, transition/implementation and fulfilment phases
Exit plan
2/28/20249:00am CST1 hour
Register
Joint Ventures, Alliances and Teaming Relationships CPM09 Jim Bergman will cover the following topics:
Resource or results?
SOW’s and SLA’s
Key performance indicators
HR and employment impact
Sourcing, transition/implementation and fulfilment phases
Exit plan
3/6/20249:00am +081 hour
Register
Joint Ventures, Alliances and Teaming Relationships CPM09 Jim Bergman will cover the following topics:
Resource or results?
SOW’s and SLA’s
Key performance indicators
HR and employment impact
Sourcing, transition/implementation and fulfilment phases
Exit plan
3/6/20249:00am CST1 hour
Register
  • Leadership Licensee Case Study: Huawei and the European 5G Landscape:  How to Manage Your Commercial Risk Strategy When a Link in Your Supply Chain is Strained
  • Leadership Licensee Case Study: Bottled-Up Value – How Outcome-Based Contracts Helped Create Global Brand Recognition for Coca-Cola
  • Leadership Licensee Case Study: Burning Your Reputation – How A Defective Transformer and the California Wildfires May Impact PG&E’s Reputation and Existence
  • Leadership Licensee Case Study: $1280 for Coffee Cups – What is Behind the US Air Force’s Commercial Strategy?
  • Corporate Licensees – these are private sessions, restricted to team members at those corporations, organizations, and government agencies related to specific topics selected by the Corporate Licensee.  For example, the US Federal Government has commissioned Commercial Officers Group to conduct “Avoiding the Pitfalls in Commercial Management in the US Public Sector”.

One of our most effective offerings is our Learning Ladders.  The next Learning Ladder on our schedule is the SOW/SLA Learning Ladder, which will commence in February 2023.  This multi-week program is a series of weekly webinars in which the participants complete weekly team assignments.  The assignments are graded by the instructor.  At the end of the program, the team with the highest cumulative score is deemed the “Learning Ladder Champions”. Click here to receive more information and register for the SOW/SLA Learning Ladder.