| Title | Date | Start Time | Duration | 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. | 5/31/2023 | 9:00am +08 | 1 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. | 5/31/2023 | 9:00am CDT | 1 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… | 6/7/2023 | 11:00am AEST | 1 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. | 6/7/2023 | 9:00pm +08 | 1 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. | 6/8/2023 | 9:00pm CDT | 1 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. | 6/14/2023 | 8:00am +08 | 1 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… | 6/14/2023 | 11:00am AEST | 1 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. | 6/14/2023 | 9:00am CDT | 1 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. | 6/14/2023 | 11:00am CDT | 1 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. | 6/21/2023 | 8:00am +08 | 1 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… | 6/21/2023 | 11:00am AEST | 1 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. | 6/21/2023 | 9:00am CDT | 1 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. | 6/28/2023 | 8:00am +08 | 1 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… | 6/28/2023 | 11:00am AEST | 1 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. | 6/28/2023 | 9:00am CDT | 1 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 | 7/5/2023 | 9:00am +08 | 1 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 | 7/5/2023 | 9:00am CDT | 1 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. | 7/12/2023 | 8:00am +08 | 1 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… | 7/12/2023 | 11:00am AEST | 1 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. | 7/12/2023 | 9:00am CDT | 1 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. | 7/12/2023 | 11:00am CDT | 1 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 | 7/19/2023 | 8:00am +08 | 1 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… | 7/19/2023 | 11:00am AEST | 1 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 | 7/19/2023 | 9:00am CDT | 1 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. | 7/26/2023 | 8:00am +08 | 1 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… | 7/26/2023 | 11:00am AEST | 1 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. | 7/26/2023 | 9:00am CDT | 1 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. | 8/2/2023 | 9:00am +08 | 1 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. | 8/2/2023 | 9:00am CDT | 1 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. | 8/9/2023 | 9:00am +08 | 1 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. | 8/9/2023 | 9:00am CDT | 1 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. | 8/9/2023 | 11:00am CDT | 1 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. | 8/16/2023 | 9:00am +08 | 1 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. | 8/16/2023 | 9:00am CDT | 1 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. | 8/23/2023 | 9:00am +08 | 1 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. | 8/23/2023 | 9:00am CDT | 1 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. | 8/30/2023 | 9:00am +08 | 1 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. | 8/30/2023 | 9:00am CDT | 1 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 | 9/6/2023 | 9:00am +08 | 1 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 | 9/6/2023 | 9:00am CDT | 1 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 | 9/13/2023 | 9:00am +08 | 1 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 | 9/13/2023 | 9:00am CDT | 1 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 | 9/20/2023 | 9:00am +08 | 1 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 | 9/20/2023 | 9:00am CDT | 1 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 | 9/27/2023 | 9:00am +08 | 1 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 | 9/27/2023 | 9:00am CDT | 1 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 | 10/4/2023 | 9:00am +08 | 1 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 | 10/4/2023 | 9:00am CDT | 1 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 | 10/11/2023 | 9:00am +08 | 1 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 | 10/11/2023 | 9:00am CDT | 1 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 | 10/18/2023 | 9:00am +08 | 1 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 | 10/18/2023 | 9:00am CDT | 1 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 | 10/25/2023 | 9:00am +08 | 1 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 | 10/25/2023 | 9:00am CDT | 1 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 | 11/1/2023 | 9:00am +08 | 1 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 | 11/1/2023 | 9:00am CDT | 1 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 | 11/8/2023 | 9:00am +08 | 1 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 | 11/8/2023 | 9:00am CST | 1 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 | 11/15/2023 | 9:00am +08 | 1 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 | 11/15/2023 | 9:00am CST | 1 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 | 11/22/2023 | 9:00am +08 | 1 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 | 11/22/2023 | 9:00am CST | 1 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 | 11/29/2023 | 9:00am +08 | 1 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 | 11/29/2023 | 9:00am CST | 1 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 | 12/6/2023 | 9:00am +08 | 1 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 | 12/6/2023 | 9:00am CST | 1 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 | 12/13/2023 | 9:00am +08 | 1 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 | 12/13/2023 | 9:00am CST | 1 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 | 12/20/2023 | 9:00am +08 | 1 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 | 12/20/2023 | 9:00am CST | 1 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 | 12/27/2023 | 9:00am +08 | 1 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 | 12/27/2023 | 9:00am CST | 1 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 | 1/10/2024 | 9:00am +08 | 1 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 | 1/10/2024 | 9:00am CST | 1 hour | Register |
| Why do we need Project Plans? CPM02 | 1/17/2024 | 9:00am +08 | 1 hour | Register |
| Why do we need Project Plans? CPM02 | 1/17/2024 | 9:00am CST | 1 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 | 1/24/2024 | 9:00am +08 | 1 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 | 1/24/2024 | 9:00am CST | 1 hour | Register |
| Why do we need Contracts? CPM04 | 1/31/2024 | 9:00am +08 | 1 hour | Register |
| Why do we need Contracts? CPM04 | 1/31/2024 | 9:00am CST | 1 hour | Register |
| Best Practices in ESG Integration - Session 2 | 2/1/2024 | 8:00pm CST | 1 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 | 2/7/2024 | 9:00am +08 | 1 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 | 2/7/2024 | 9:00am +08 | 1 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 | 2/7/2024 | 9:00am CST | 1 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 | 2/14/2024 | 9:00am +08 | 1 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 | 2/14/2024 | 9:00am CST | 1 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 | 2/21/2024 | 9:00am +08 | 1 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 | 2/21/2024 | 9:00am CST | 1 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 | 2/28/2024 | 9:00am +08 | 1 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 | 2/28/2024 | 9:00am CST | 1 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 | 3/6/2024 | 9:00am +08 | 1 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 | 3/6/2024 | 9:00am CST | 1 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.