DESIGN COORDINATOR TRAINING/BOARDING

Responsibility:

  • The HR department is responsible for initial approval and coordination.

  • The Lead Designer and Training Coordinator are responsible for overseeing the onboarding process.

  • The Design Coordinator is responsible for completing the onboarding tasks and training sessions.

Timing:

  • The onboarding process should commence immediately after HR approval and should be completed within the first two weeks of employment.

Procedures

Software Setup:

  1. Set up a User Account on BuilderTrend:

    • Create a new user account in BuilderTrend and provide login details.

  2. Set up with CAD Software (AutoCAD, Canva, Illustrator):

    • Install and configure CAD software on the new coordinator's workstation.

  3. Set up Time Tracking (BuilderTrend, Time Doctor):

    • Register the new coordinator in time tracking systems and provide training on usage.

  4. Share CAD Blocks, Templates Files, and Checklists:

    • Distribute essential files and checklists to the new coordinator.

  5. Take BuilderTrend Training on Basic Site Navigation:

    • Enroll the new coordinator in BuilderTrend's basic navigation training module.

Company Setup:

  1. Set up Email and Signature:

    • Create a company email account and standardize the email signature.

  2. Login Information for Permitting Websites:

    • Provide login credentials for relevant permitting websites.

  3. Time Off Request Instructions:

    • Explain the process for requesting time off.

  4. Point of Contact Index and Org Chart:

    • Share the company's point of contact index and organizational chart.

  5. Assign First 1-3 Projects for Training:

    • Allocate initial projects for the new coordinator to work on for training purposes.

Orientation:

  1. Cover Company Values, Mission, Overall Customer Experience Goal, and Company Goals in the Next 1-3-5 Years:

    • Present the company's core values, mission, customer experience goals, and future objectives.

  2. Motivation and Mindset:

    • Discuss the importance of motivation and a positive mindset.

  3. Team Introduction:

    • Introduce the new coordinator to the team.

  4. Full Design Build Process Overview:

    • Explain the complete design-build process.

  5. Cover Day-to-Day Tasks:

    • Provide detailed information on daily responsibilities, including:

    • Drafting.

    • Finish Material Coordination and Change Orders.

    • Client Communication.

    • On-Site Measuring.

    • Permitting.

  6. Cover Active and Upcoming Projects and Role in Project and Next Stages:

    • Review current and upcoming projects, detailing the new coordinator's role and the next stages.

  7. Assign First Project for Training:

    • Allocate the first project for the new coordinator to manage, providing guidance and support.