Length: 2 Days
Print Friendly, PDF & Email

Contractor Management Training

Contractor Management Training is a 2-day training program that provides participants with practical steps and activities for making decisions about how to decide on work to be outsourced, finding suitable contractors, managing them and then measuring their performance.

The course also covers understanding basic law and contractor management best practices in order to engage and manage contractors effectively.

Contractor management is the process of assessing contractor performance, defining, and setting expectations for quality and delivery, and maintaining relationships. The goal is to ensure that contractors meet or exceed the work expectations in terms of quality, delivery, and cost.

Contractor management is the managing of outsourced work performed for an individual company.

Contractor management implements a system that manages contractors’ health and safety information, insurance information, training programs and specific documents that pertain to the contractor and the owner client.

The importance of effective contractor management cannot be overemphasized.

Contractor management is a process for ensuring an organization that its contracted workers, and any subcontractors, meet their obligations efficiently and effectively while continually delivering on the objectives of the contract.

Often overlooked by organizations, contractor management begins well before the issuance of any service contract. Systems must be established for qualifying candidate firms based upon not only their technical capabilities, but also their safety programs and safety records.

Orientation and training of contractor personnel must be accomplished before they begin work. Responsibilities for this training must be defined, with some training often provided by the contract employer and some by the contracting company.

The boundaries of authority and responsibilities must be clearly set for any contractor that works at the facility. Periodic monitoring of contractor safety performance and auditing of contractor management systems is required.

At the end of each contract period, retrospective evaluation of a contractor’s safety performance should help determine whether the particular contractor is retained or considered for future work.

It’s also important to understand that the scope of contracted services can encompass a broad spectrum, ranging from contracting with an individual to provide a very specialized service to contracting with a large firm (perhaps with many subcontractors) who will provide hundreds of workers with diverse skills for a major construction project or maintenance turnaround.

A contract firm could be on-site for only a few hours, never to return, or could have a continuing presence at a facility for decades.

Contractor Management Training by Tonex

Contractor Management Training by Tonex is essential for everyone who works with outsourced contractors. Attendees will learn about the consequences of failing to manage contractors and how this impacts an organization.

Additionally, participants will receive insights from instructors with real-world experience on actions and behaviors to use – as well as avoid – when working with contractors.

Who Should Attend

Contractor Management Training is designed for anyone currently working with contractors and having to source and manage them and for those who are interested in the field.

This course will enhance your current skill set whether you are managing complex and multiple contractors or just want to improve your day-to-day dealings with contractors.

Contractor Management Training is a 2-day course designed for:

  • Facility managers
  • Foremen
  • Maintenance managers
  • Asset care engineers
  • Business area managers
  • Engineers and technicians
  • Anyone responsible for contract administration
  • Buyers responsible for contract strategy
  • Managers involved in day-to-day supervision
  • Engineering managers (and other role players) involved in the contract management process

Topics Covered

Introducing contractor management – Learn about different contracting types, gain a deeper understanding of what outsourcing entails, become familiar with the relevance and value of contractor management within the wider asset management environment.

Making the selection – Learn how to take a hard look at contractor selection policies, when to apply them, and which contractor to apply them to. Also learn about the importance of contractor development.

The process of contracting the contractors – Learn the steps necessary to contract contractors properly after you make your selections. Here you will garner insights into legal aspects of contracting and the various agreement contracts available.

All about managing your contractors – This part of the course looks at the important factors required to properly manage contractors while at the same time ensuring the correct level of a successful partnership is created and maintained.

Measuring performance – The object is to have competent contractors complete work on time and to the satisfaction of all stakeholders. Knowing how to fairly measure performance helps you decide if your contractor is the right person for future jobs. Learn how to differentiate between a service level agreement (SLA) and key performance indicator (KPI) scorecard while also covering the content and considerations for a proper SLA and KPI scorecard.

Course Agenda/Modules

Fundamentals of Contractor Management

  • What is Contractor Management?
  • What is the Purpose of Contractor Management?
  • Creating a Structured Program to Manage Contractors.
  • Identifying, Selecting, and Managing Appropriate Contractors
  • Tools to Improve Contractor’s Impact on the Business.
  • Evaluating Contractor’s Performance
  • Managing Contractor Deliverables
  • Communication and Collaboration Methods
  • Payment and Invoices
  • Workshop 1: How to Evaluate Contractor Management Benefits, Process, & Best Practices

Key Factors Driving Contractor Management

  • What Are the Keys to Contractor Relationship Management?
  • What Are the Contractor Management Activities?
  • What is a Contractor Strategy?
  • What is the Purpose of Contractor Management?
  • Managing a Growing Contractor Base Effectively
  • Achieving Cost Savings and Quality Control
  • Improving the Organization’s Contractor Transparency
  • Tracking Compliance to Relevant Parameters
  • Evaluating Contractor Performance
  • Building Development Programs to Contractors
  • Leveraging Contractor Relationship Management
  • Assessing and Mitigating Risks

The 5-step Contractor Management Process

  • Identifying the set of business goals and objectives
  • Identifying relevant selection criteria for choosing contractors
  • Evaluating and selecting contractors
  • Negotiating and Contracting with the selected contractor (s)
  • Evaluating supplier performance
  • Building a Contractor Management Process

Strategies to Improve Supplier Management

  • Implement Supplier Information Management (SIM)
  • Create KPIs to Measure Supplier Performance
  • Collaborate with your Suppliers for effective Supplier Relationship Management
  • Evaluate Supplier Risks and Identify Mitigation Measures


Workshop 2: Building a Contractor Management Process

  • The Scope of Contracted Services
  • Implementing Practices to Ensure That Contract Management
  • Implement Contractor Information Management
  • Create KPIs to Measure Contractor Performance
  • Collaborate with your Contractor for effective Supplier Relationship Management
  • Evaluate Contractor Risks and Identify Mitigation Measures
  • Contractor Management and System of Controls
  • Creating Tools to Addresses the Selection, Acquisition, Use, and Monitoring of Contracted


Request More Information

Please enter contact information followed by your questions, comments and/or request(s):
  • Please complete the following form and a Tonex Training Specialist will contact you as soon as is possible.

    * Indicates required fields

  • This field is for validation purposes and should be left unchanged.

Request More Information

  • Please complete the following form and a Tonex Training Specialist will contact you as soon as is possible.

    * Indicates required fields

  • This field is for validation purposes and should be left unchanged.