Business/Project Management
SMACNA develops publications, surveys and educational programs to keep SMACNA managers abreast of the best business practices that can be used for running a sheet metal and air conditioning contracting business. National and local seminars, publications, and self-study and distance-learning programs are available to SMACNA firm principals, senior managers, supervisors and foremen on financial management, project management, managing a sheet metal contracting business, and issues impacting the changing marketplace. Survey results on financial and computer information and practices in the industry are also available.
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SMACNA 2012 Financial Survey Report
SMACNA’s 2012 Financial Survey Report is now available for SMACNA members. Contractors can use this data to assist with preparing budgets, financial reports and strategic plans. The Report has several benchmarks for members to compare their company – contractor type, regional location and revenue size.
Reflecting SMACNA’s continued commitment to the financial education of our members, the 2012 Financial Survey Report provides the best financial benchmarking tools available in the sheet metal and HVAC industry. SMACNA members can use the information contained in the report to justify financial figures to customers, lenders, and sureties. The report also identifies key financial performance indicators for those in the top quartile.
Participating members received a free copy of the 2012 Financial Survey Report and a free personalized Company Performance Review. SMACNA firms that did not participate may purchase the survey results for $165 through SMACNA’s on-line publications store.
The next Financial Survey will be conducted in 2014.
For more information on the 2012 Financial Survey Report, contact Bridgette Bienacker, director, business management and membership at bbienacker@smacna.org.
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SMACNA Reference Manual for Labor Units for Sheet Metal and HVAC
This newly updated product provides a source of the labor units data required to fabricate and install HVAC materials and equipment. Duct materials of all common types are covered separately for fabrication and installation rates by lbs/hr or hour per piece; fittings and accessories are listed separately, as are reinforcements, tie rods and hangers. Lists the national average amount of man-hours required to fabricate or install a given quantity of each item under typically normal conditions on typically normal projects. An electronic spreadsheet calculates and adjusts the data for specific project types and unique site characteristics that result in projects that are not considered normal. Tables are based on surveys of active sheet metal and air conditioning contractors in the U.S. and Canada, including actual data from numerous projects, along with U.S. government statistics and scholarly reports and journals. The document provides links to a variety of industry reports and studies on site and project conditions.This Excel document was created using Office 2007. Users of Microsoft Office XP and 2003 will need to install the Microsoft Office Compatibility Pack. To check if this compatibility pack is already installed, you can find it listed in Add/Remove Programs in the Control Panel. If it needs to be installed, please click here to be redirected to the Microsoft website.
This file contains macros and a certificate is included from the publisher, SMACNA. When opening, you should check the "always trust macro from this publisher box" and then "enable macros."
To download this product in ZIP format or to order a CD of this product, please click here
- 2013 SMACNA Project Managers Institute -April 22-24, 2013 - This 2½ day program covers the essential skills of effective project management for project managers. The program will incorporate interactive, industry specific exercises. Participants will work together in teams throughout the program. Topics include; management, leadership, project planning, financial management, time management, and more.
- Succession Planning - June 5-6, 2013 – This 2 day program targets the major components of management succession and transferring ownership to the next generation. Topics covered include: Ownership Transfer and Management Succession, Defining Goals, Objectives and Key issues, Developing Your Future Leaders and Managers, Valuation of the Business, Techniques for Transferring Ownership and Contingency Planning. The Succession Planning for the Sheet Metal/HVAC Contractor and Future Leaders program is recommended for contractors transitioning ownership of their company and future leaders transitioning to an ownership role.
- Supervisor Training Academy - June 27-29, 2013 - This 2½ day program will take a new supervisor and put them on the track to success. Seasoned supervisors will fine-tune their skills and adopt core values from the team of A+ professionals who will lead this dynamic educational opportunity. Topics covered include: leadership, communication, and productivity. The Supervisor Training Academy has been developed for HVAC/sheet metal foremen, shop foremen, superintendents and other critical managers.
- SMACNA Business Management University -Future date to be announced- The Business Management University is a 3½ day program designed specifically for future managers and owners of SMACNA member companies. This program gives participants the opportunity to network with peers while learning critical skills such as financial management, strategic planning, contractor survival skills, negotiation, surety and bonding, leadership and productivity.
- SMACNA Contractor Case Study –Future date to be announced– This 2½ day program covers advanced topics in financial analysis, success planning, business planning, financial crisis, joint venture opportunities, marketing, and organizational structure. A key component of the class is an in-depth case study approach where participants work together in groups on a challenging and dynamic case study. This unique program has been developed for graduates of the Business Management University or for those with 10 years of construction management and/or education experience.
- SMACNA Financial Boot Camp -Future date to be announced - This 2½ day program is designed to increase knowledge, skills and ability of those individuals within a firm that are considered "non-financial personnel" but need to have the best understanding of the firm's financial situations to make better decisions AND those new to the construction/contracting environment. The program covers in-depth financial management issues, how to interpret financial statements, how to calculate financial ratios, working with credit, developing cash flow projections, understanding equipment acquisition and leasing, and using financial information for strategic and business planning.
- SMACNA Project Managers Institute II - Future date to be announced - This 2½ day program picks up where SMACNA's Project Managers Institute left off and explores how the PM can develop and exert more influence, both internally and externally, on their projects. With a focus on continuing to develop attendees' impact on their project teams, mentoring the next generation, and managing the various aspects of project performance.
- Business Management
- Webinar: Kick-off Meeting
- Project Management
- Contract Administration
- High-Performing Contractor
- Project and Subcontractor Management Bulletin
- SMACNA Guide to Cost Recovery for Sheet Metal and HVAC Equipment – This guide is a comprehensive, current guide to cost recovery for owned equipment. The rates in this manual are intended as guidelines paralleling amounts an equipment owner should charge during rental or contractual periods to recover equipment-related costs on single-shift basis. The following pdf document will connect you to the SMACNA Guide to Cost Recovery and the excel document will connect you to the Rates Spreadsheet.