CFOS TOOLKIT · CHAPTER 4 · STEP 04
Estimating alignment meeting agenda
The agenda that gets estimating and accounting using the same cost codes.
WHAT IS IN IT
The template covers
ITEM 01
A one-to-one mapping worksheet, estimate line to cost code
ITEM 02
The agenda, in running order, with who owns each item
ITEM 03
The exceptions list for anything that won't map
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THE CHAPTER BEHIND IT
Step 04: Estimating system
The estimate maps one to one onto the job cost codes, so variance means something the day it appears.
THE OTHER FIVE
More templates
CHAPTER 1
Job cost code template
Two separate cost code structures, one built for a subcontractor and one built for a general contractor, because the two trades sort cost differently.
CHAPTER 2
Equipment cost basis worksheet
Ownership, maintenance and insurance in one sheet, so equipment gets charged to the job that used it.
CHAPTER 3
Overhead calculator
Enter your indirect costs at whatever frequency you pay them, and get the overhead rate your bids have to carry.
CHAPTER 6
PM standards pack
The written standards your project managers follow so billing dates hold without you chasing them.
CHAPTER 7
Cash flow, WIP and the CEO report
Four separate downloads: the 13 week forecast, the WIP schedule a bank will accept, the CEO report skill, and the guide that installs it.