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Are you the Expert your Company Relies on for Contractor Management Leadership?


Do you want industry-leading contractor management systems?
Do you want your own stakeholders to do more?
Can your contractors up their game?
Are you ready for world-class?

 

Here is the Bedrock to Build Now

 
 

Start Leading Now!

 

Are you the Expert your Company Relies on for Contractor Management Leadership?

 

Do you want industry-leading contractor management systems?
Do you want your own stakeholders to do more?
Can your contractors up their game?
Are you ready for world-class? 

 

Here is the Bedrock to Build Now

 

Start Leading Now!

Lead Your Organization with Best Practices

 

If you’re an HSE professional or a manager who's working hard to get the best from your contractors and your organization, you need a contractor operating system.

 

This course teaches you proven contractor management best practices.

 

Discover the knowledge and tools that pave the way to contractor management excellence. 

 

 

Poor contractor performance brings multiple problems


Do these things sound familiar?

 

You are frustrated with contractor safety incidents, quality issues, lack of productivity, getting people, and keeping them on the job.

 

There is a big drop-off in commitment and compliance from your organization to your contractors? You are not alone.

 

There's no secret to world-class contractor management. It's the steady implementation of the right things in the right amounts at the right time of the contracting cycle. 

 

Contractor management systems shorten the learning curve and move your organization ahead in the short and long term.

  

Don't give up without even starting...


"But we spend a lot of time and money on   prequalification."

 

Prequalification is an important piece of the puzzle. But it's only one piece. The truth is there are many more impactful contractor management activities that many companies don't do well or do at all. 

 

Things like measurable standards, known deliverables, common stakeholder knowledge, and accountability systems all contribute to long-term success. You'll learn about the highest-value activities that will work for your company. 

If you're doing this, you're churning your wheels...


If your company doesn't have a baseline of contractor management knowledge in all of its stakeholders, you are destined to have middle-of-the-road results.

 

Organizations that consistently get excellent contractor performance establish a knowledge base and corporate standards for all stakeholders. That means your executives, your line managers, your support staff, and your contractors. 

 

Take action to learn the tools and controls that make a real difference in the field. Educate your staff and lead your contractors with confidence that your systems are effective and value-added. 

 

 

Stop Wondering...


about the next contractor incident or uncomfortable client meeting.

 

Take the first steps on the road to steady improvement.  

 

You may think you're struggling because...

 
management and field supervision aren't supporting the right things. The truth is, they need a road map just like everyone else.
Great contractor management doesn't just happen, even with great people and great intentions.
The conditions for success must be cultivated. And that means preparing your company and your contractors with the right tools to succeed.

Here's what is possible.

 
Let a program that draws on 40 years of industry and contractor management experience distilled into best practices improve and expand your company's core competencies. 

 

Start with why contractor management is important to the company and its stakeholders. Ground the entire organization in your contractor management framework and the standards that support it.

 

Educate the key players in the mechanics and tools of prequalification, assessment, risk management, mobilization, monitoring, and performance review. 

 

You won't have to reinvent your contractor management process on each project, retrain every project manager on expectations and deliverables, or restate requirements to your contractors after every incident. 

 

Instead, your standards will be set. Your expectations will be communicated. The tools that guide day-to-day activities will be known and familiar. And your team will execute at a consistently high level. 

Introducing...

ContractorOS

Best Practices for High-Risk Industries

 

All successful elements of a business have one thing in common - a system. A way that works best to achieve a business goal. If the goal is great contractor outcomes, you need an operating system. An operating system that brings value for the effort invested. A system that builds consistency and steady improvement. 

 

ContractorOS distills 40 years of industry and contractor management experience and know-how into a single, self-paced, online program. Nine units and 40+ lessons full of practical tools and methods for high-risk industries.  

 

There is valuable content, no matter if you're starting out with few contractor controls or your organization has lots of programs but still isn't getting acceptable outcomes. 

 

Start Leading Now!

Success Takes Vision (and Hard Work)

 

You may be a safety professional who sees how contractor performance could be improved with the right systems and management support.

 

You may be an owner or COO of a small or medium-sized general contractor who is genuinely weary of repeated mistakes and lack of systems in both her own project teams and her subcontractors. 

 

You may be a client that wants to up the performance of your prime and general contractors.

 

In all cases, Contractor OS is the bridge to better systems, compliance, and outcomes. 

 

One can choose the status quo, accept middle-of-the-road outcomes, and fight fires when they sprout.

 

Or, one can get ahead of the curve through planning, knowledge transfer, and consistent implementation of the right systems. 

 

You have a team of contractor management rock stars waiting to take the stage. The time to perform is now. 

Testimonials

Rob K.

Project Health and Safety Director

'This course is excellent! I liked the continued references to management involvement in each module. Also, Lessons Learned was perfect at it's the continuous improvement cycle to become more effective and efficient when benchmarking past performance.' 

Pat L.

Health and Safety Consultant

'It is very well put together and shows me what I don't know. This is a nice mix of entry-level and more advanced content - things a prime contractor should already be doing and stretch goals for down the road. 

Steve J.

Loss Management Specialist

'The Contractor Training Package is very articulate and makes sense to me.' The units are laid out to follow the contracting cycle SOP, which makes sense as a step-by-step approach. The resource documents attached to most of the lessons are a pleasant bonus. 

Here's What You'll Get

 

A road map for implementing contractor management best practices.

 

Nine units and 40+ lessons of proven management standards that optimize your team's time and effort.

 

Each unit is supported with resource documents, templates, and checklists that guide your implementation.  

This course includes:

A customizable safe work permit system for high-risk activities.

Customize our permit management system and permit templates for confined space entry, LOTO, cranes and heavy lifting, open holes and excavations.

There's more

Customizable weighted category scorecard with an interactive dashboard.

Choose your own criteria and weightings.

Assess with confidence and rigor. 

Bonus Articles

 Each unit includes bonus articles that support learning with  deep dives on a range of topics.

Information that deepens your stakeholders knowledge base. 

 

Unit 1: Why? 

Eight video lessons that cover the many areas of risk exposure that hiring organizations must identify and manage.

Entry-level topics include"

  • Legislated requirements for prime and general contractors
  • Introduction to contract law
  • Insurance, bonding, and risk transference

Advanced topics include:

  • The social costs of workplace events
  • Corporate Social Responsibility
  • Incidents, media, and brand exposure

Unit 2: Fundamentals

This foundational unit teaches systematic contractor management through two lessons.

Lesson 1 introduces the seven-stage Contractor Management Framework covering prequalification through requalification, emphasizing risk management and sustainability considerations.

Lesson 2 focuses on developing written Contractor Management Standards, including:

  • the four key elements
  • the seven-step development process, and
  • critical organizational roles.

Students learn to implement structured processes that balance compliance, productivity, and risk while managing third-party relationships effectively.

Unit 3: Prequalification

 

Unit three is a deep dive into the contractor prequalification process.

The process evaluates "the three C's": capability, capacity, and competence.

Key components include questionnaire best practices, as well as document submittals for insurance, licenses, and procedures.

Technology solutions range from custom applications and databases (most effective) to spreadsheets and electronic documents.

Pre-bid site visits enable accurate bidding through direct site assessment, risk identification, and stakeholder relationship building via structured tours and Q&A sessions.

Unit 4: Assessment

This unit teaches systematic contractor evaluation in high-risk industries, moving beyond cost-based selection to comprehensive risk assessment.

Students learn to balance leading indicators with lagging indicators for effective evaluation.

The unit covers two assessment approaches and includes key tools, including weighted category scorecards for systematic decision-making and risk rankings that guide mobilization requirements.

Special emphasis addresses small contractor assessment challenges, advocating alternative measures for companies with ≤10 employees.

Students develop approval categories, letter-grade scales, and approved contractor lists while learning to match assessment rigor to actual project risks and contractor capabilities.

Unit 5: Alignment

Unit 5 addresses the challenges of managing safety across complex contractor networks before work begins. The unit's three lessons work together to prevent incidents through systematic preparation rather than reactive responses.

Harmonizing Safety Standards addresses the disconnects between clients, contractors, and subcontractors.  Eight best practices include embedding requirements in contracts, flow down requirements, site-specific hazard assessments, sharing safety information, and ensuring engaged supervision. 

Site-Specific Safety Plans provide detailed playbooks tailored to each location's unique hazards and conditions. 

Managing the Subcontractor Chain addresses declining safety commitment as contractor hierarchies extend. The solution balances responsibility, accountability, and authority through twelve best practices. 

Unit 6: Mobilization

Unit 6 establishes the foundation for successful contractor management during the critical transition from planning to execution. 

Kick-off meetings align stakeholders around project execution methods by addressing assumptions, constraints, and deliverables.

Training and skills assurance outlines a framework for project-specific training matrices aligned with site risk assessments. 

Permits and authorizations navigate complex regulatory requirements through systematic application, monitoring, and renewal processes.

New worker orientation addresses the heightened risk faced by inexperienced personnel.

Environmental protection establishes responsibility frameworks for contractor-related events.

Unit 7: Monitoring

Unit 7 establishes a comprehensive contractor oversight framework for high-risk worksites. The five lessons cover:

  • Safety inspections
  • Focused observations targeting high-risk tasks
  • Safety systems auditing using established frameworks like NIOSH and ISO standards,
  • Management leadership practices, including incident reviews and behavior modeling.
  • Reports and documentation

The unit emphasizes proactive hazard identification, systematic data collection, and continuous improvement. 

Unit 8: Improvement

Unit 8 establishes a continuous improvement framework for contractor management through three integrated processes.

Performance reviews provide formal assessments of contractor work, creating structured feedback opportunities for all stakeholders.

Upgrade plans transform review insights into actionable improvement strategies with clear ownership and timelines.

Requalification ensures contractor qualifications remain current through systematic evaluation triggers and standardized criteria.

This framework emphasizes technology integration, clear communication, and systematic documentation to build stronger contractor partnerships.

Unit 9: Implementation 

Learn to implement effective contractor safety programs using Kotter's eight-step change management framework.

Examine Sierra Construction's real-world case study application, analyze implementation challenges and successes, and develop essential skills to function as an effective safety change agent within your organization.

Here's What You'll Get

when you enroll in this Course...

 

A road map for implementing contractor management best practices.

 

Seven units and 40+ lessons of proven and tested management standards that optimize your team's time and effort. Shorten the learning curve and avoid wasted time.

 

Each unit is supported with resource documents, templates, and checklists that guide your implementation.  

This Course Includes:

A customizable safe work permit system for high-risk activities.

Management system and permit templates for lock-out/tag-out, confined space entry, leading edge and dangerous holes, excavation and trenches, and hot work. 

There's more

Customizable weighted category scorecard with an interactive dashboard.

Choose your own criteria and weightings.

Assess with confidence and rigor. 

There's Even More

Bonus Articles

Ten articles that support the units and lessons with specific information that deepens your stakeholders knowledge base. 

Factors That Influence Organizations:

  • Legislation
  • Contract requirements
  • Insurance
  • Incidents, Media, and Brand Exposure
  • The Social Costs of Workplace Incidents
  • Corporate Social Responsibility
  • Best Practices

Mastering the Fundamentals:

You will understand the seven steps of the contractor management framework, including key definitions, the phases, and practical advice on sustainability.

A company-specific contractor management standard is a best practice and a critical success factor. Every contractor management activity has its roots in this foundational document.

In lesson two, you will gain a thorough understanding of how to build and implement a standard that fits your organization. 

Purchasing with Confidence:

Eight high-impact lessons that bring you the processes and tools to ensure your organization has asked the right questions and vetted your bidders. 

Leading and lagging indicators, single and two-stage assessment, the weighted category scorecard, risk ranking frameworks, and the benefits of approved contractor lists are all covered in detail.

Small contractors present special challenges on many fronts. Lesson eight provides a common sense approach to assessing small contractors. 

Caveat Emptor:

is a legal phrase that means 'Buyer Beware'. Purchasers have an obligation to understand their service providers. Unit 3 walks through all aspects of contractor prequalification so you can lead with confidence.

Four lessons cover why you should prequalify, a detailed description of the process, and how to manage data and documents.

Participants will understand the modes of prequalification, questionnaire design best practices and the technology hierarchy. 

Unit resources include four bonus articles the fill in the legal background of this critical contractor management activity.

Protecting your Organization

Unit five covers the critical work of establishing standards that protect people and the facility from preventable losses. 

Establishing safety standards is essential loss management work.  

Harmonizing safety standards is a key success factor for establishing a safe work site. Lesson one walks through the best practices.

Site-specific Safety Plans set the requirements for contractor activities on the worksite. Learn the required elements and stakeholder inputs for this high-value element.

Breakdowns of authority and responsibility for safety tend to occur the longer the subcontractor chain is. In lesson 4 we cover practical steps that ensure accountability down the line. 

Getting the Best Start

Planned kick-off and managed mobilization are contractor management best practices that pay huge dividends is all aspects of field performance. 

Unit 6 spans seven lessons including kick-off meetings, training plans, permits & authorizations, orientation, facilities and environmental protection. 

This unit includes a free bonus Safe Work Permit System for high-risk tasks like confined space entry, hot work, lock-out/tag-out and dangerous holes and leading edge work. 

Managing 'Due Diligence'

Contractor monitoring is a critical client activity that demonstrates due diligence and control of the workplace. Unit 7 covers five high-value activities that present a comprehensive approach to active-phase contractor monitoring.

Planned and informal inspections, focused observations, safety program auditing, structured meetings and formal reporting all contribute to long term success. 

Unit resources include our Critical Activities Checklist Package that includes ten high-value focused observations with background narratives. Provided in MS-WORD format for easy customization and branding. 

Capturing Lessons Learned

Participants will gain a detailed understanding of post-project performance reviews. 

Included are practical methods for capturing what went well and where there is opportunity for improvement. 

Continuous improvement means identifying and scrubbing out methods that don't deliver the expected results. Unit eight advances that business goal. 

Unit resources include Performance Review and Upgrade Plan templates.

Capturing Lessons Learned

Learn to implement effective contractor safety programs using Kotter's eight-step change management framework.

Examine Sierra Construction's real-world case study application, analyze implementation challenges and successes, and develop essential skills to function as an effective safety change agent within your organization.

Bonuses

when you enroll in this Course...

Free with Contractor OS are three high-value bonuses that you can implement immediately.

 

BONUS 1: Contractor Management Self Assessment

Do you want to know if you are following contractor management best practices? Complete the ten-minute self-assessment and get clear about where you are today and where you could be in the future.

 

BONUS 2: Contractor  Checklist Package

Are focused observations a part of your contractor monitoring plan? Here are ten compliance checklists that will help you handle high-value contractor field activities.

 

BONUS 3: Critical Activities Audit

Here is an audit tool that measures five of the most impactful contractor health and safety systems. It's turn key and ready to implement on download with our premium course. 

BONUS:

CSM Self-Assessment -  Digital Asset

 

Our comprehensive self-assessment evaluates contractor safety management capabilities across 30 critical activities for prime and general contractors.

The assessment framework measures performance in eight key categories:

  • Bedrock
  • Stakeholder Knowledge and Competence
  • Prequalification and Assessment
  • Kick-Off and Mobilization
  • Monitoring and Reporting
  • Post-Contract Phase
  • Process and List Maintenance
  • Tools and Technology.

The evaluation uses a weighted scoring system that categorizes activities by their impact value.

This tool provides contractors with a structured approach to evaluate and enhance their safety management systems against industry best practices.

BONUS:

Focused Observations Package 

Contractor Critical Activities

This comprehensive safety management toolkit delivers 10 field-tested checklists that empower organizations to evaluate and strengthen their contractor oversight programs systematically. 

What Sets This Apart

Each checklist combines immediate field application with strategic context, featuring detailed background sections that explain the "why" behind safety requirements. This dual approach ensures your team understands both the technical compliance aspects and the broader business impact of effective safety management.

Leadership-Focused Benefits

Executive Accountability: Transform safety from a compliance burden into a competitive advantage by providing clear metrics that demonstrate leadership commitment and program effectiveness.

Supervisor Empowerment: The Supervisor HSE Leadership checklist specifically addresses front-line leadership behaviors, recognizing that sustainable safety culture starts with daily management actions, not just policies.

Cultural Development: Each assessment creates opportunities for meaningful dialogue between management and workers, fostering the collaborative relationships essential for long-term safety success.

 

 

BONUS:

Contractor Audit Tool

The Critical Activities Audit evaluates contractor safety programs vital to gaining and maintaining management control of a worksite.

The audit is designed for use by line managers and safety professionals of both owners and contractors on high-risk worksites.

Unlock Contractor Management Excellence

 

Your Accelerated Path to Peak Performance

Contractor OS has distilled 40 years of industry expertise into a comprehensive 9-unit course, offering you over 40 hours of contractor management best practices.


Elevate Your Contractor Management by Fast-Tracking the Knowledge Curve 

In today's competitive landscape, prime and general contractors face unprecedented challenges in managing contractors effectively. Our course is your compass to navigate these challenges, providing you with:

1️⃣ Rapid Skill Acquisition: Save valuable time and resources by bypassing the steep learning curve. Gain immediate access to decades of industry knowledge condensed into actionable insights.

2️⃣ World-Class Expertise: Invest in your organization's growth with dollars well spent. Benefit from the wisdom of seasoned professionals who've mastered the art of contractor management.

3️⃣ Consistently Improving Contractor Outcomes: Maximize the potential of your projects. Implement best practices and proven strategies to consistently improve contractor management systems.

 

Join us on this transformative journey and harness the power of Contractor Operating Systems to propel your organization to new heights.

It's not just a course -  it's an investment in your future success.

 

Payment Plan

$347

3 Monthly Payments

  • Complete course
  • Lesson quizzes
  • 20+ templates and customizable programs
  • 10 supplemental
    articles
  • 3 Bonus offers
  • Course Certificate
BUY NOW

Full Pay

$997

Best Value - Introductory Price

  • Complete course
  • Lesson quizzes
  • 20+ customizable templates and programs
  • Covers U.S and Canadian OHS Legislation
  • 3 Bonus offers
  • Course Certificate
BUY NOW

You're Probably Thinking...

 

 

I don't have the budget or the time for this course.

 

You may also think that your organization is not ready.

 

You might further think that YOU are not ready.

 

But look at it this way: what is the cost of waiting? 

 

Your company needs your leadership  -  someone to step up and make a positive change. 

 

There is no better time to learn the processes and to kick-start your company to the next level. 

 

The cost of this course and the time invested will be paid back many times with better systems and contractor performance.  

 

START HERE!
Frequently Asked Questions

Payment Plan

$347

3 Monthly Payments

  • 9 Contractor OS Units
  • 40+ Lessons
  • 20+ templates and customizable programs
  • 3 Bonus offers
  • Course Certificate
BUY NOW

Full Pay

$997

Best Value - Introductory Price

  • 9 Contractor OS Units
  • 40+ Lessons
  • 20+ customizable templates and programs
  • 3 Bonus offers
  • Course Certificate
BUY NOW

30-Day Worry-Free Guarantee

 

 

We are personally committed to providing extraordinary training that makes a positive impact on you and your business. 

 

If you're not satisfied with the content and experience of your education inside the course, send me an email for a full refund, no questions asked."