CAREER MAPPING 2025 CATALOG
DEVELOPMENT AT WOHLSEN CONSTRUCTION
CAREER MAPPING CHECKLISTS
Table of Contents Program Overview
Page(s)
2
Field Engineer to Assistant Superintendent
3-6
Assistant Superintendent to Superintendent 1
7-10
Superintendent 1 to Superintendent 2
11-14
Superintendent 2 to Superintendent 3
15-19
Project Engineer to Assistant Project Manager
20-23
Assistant Project Manager to Project Manager 1
24-27
Project Manager 1 to Project Manager 2
28-31
Project Manager 2 to Senior Project Manager
32-35
Senior Project Manager to Project Executive
36-39
Page | 1
CAREER MAPPING CHECKLISTS
PROGRAM OVERVIEW
At Wohlsen, we are committed to helping all our team members professionally develop and we have created a tool to help guide the process.
The “career map checklist” was created to define the skills and knowledge necessary to move to the next role in your career or to “get better every day” and continuously improve your skills.
The career paths include the role of the Project Engineer, Project Manager, Field Engineer, Superintendent and MEP Field Coordinators.
How to Use the Career Map
Team Member
▪ Meet with your manager 1-1, and review the checklist to determine what training, skills, or knowledge you need to acquire for your development. ▪ Check back regularly to communicate with your manager and ask for support in any areas of development. ▪ Reach out to the Director of Learning and Development if you need guidance on where/when trainings are available internally or outside of Wohlsen.
Manager
▪ Give constructive feedback to your team member during your 1-1’s and in their annual review about what areas of development you think they need. ▪ Review the checklist for their role and highlight the areas of focus. ▪ Determine the steps necessary for the team member to achieve their goals and provide support continuously as they develop new skills. ▪ Reach out to the Director of Learning and Development if you need suggestions on how you can support this process.
▪ Celebrate and acknowledge their successes along the way!
Page | 2
CAREER MAPPING CHECKLISTS
Field Engineer to Assistant Superintendent
Page | 3
CAREER MAPPING CHECKLISTS
Field Engineer to Assistant Superintendent
Team Member Name
Manager Name
Date:
General Criteria
3-4 years of Experience in Construction Management
2-3 Full-Lifecycle Projects (Ranging $5M-$10MM) Performance Review Rating is Often ( Effectively fulfills the assigned job description and provides positive contribution to Wohlen’s Vision/Tracker Organizer (VTO )) Embodies all Wohlsen Construction Company’s Core Values - Safety, Integrity, Continuous Improvement, Accountability, Collaboration & Development
Training Checklist/Corporate Support: TECHNOLOGY/FINANCIALS
SAFETY/RISK MANAGEMENT Wohlsen Safety Vision/Values
PROFESSIONAL DEVELOPMENT
CPM Schedule Creation and Updates Drawing & Specification Management (Bluebeam Studio)
Introduction to Emotional Intelligence Creating Raving Fans
Safety Inspections
Project Site Documentation RFI Management (Procore)
Project Safety Requirements
I am “Wohlsen”
Safety Policy Training
1-day Continuous Improvement for Superintendents
Submittal Management (Procore) Client Closeout Documentation - Warranties, O&M, Manuals, As- Builts, Storage (Procore) Punchlists - Prepare, Review, Distribute (Procore) Drawing & Document Management (Procore) Capturing Project Progress Photos (Procore) Creating 360 Tours/Photos (StructionSite) Meeting Minutes (Procore) Introduction to 3-Week Interval Schedule (Procore) Intro to Pull Planning (Excel) Introduction to Daily Journals/Manpower-Field & Subcontractors (Procore) Project Team L10 Meetings (Traction Tools) Introduction to Document Field & Subcontractor Quality of Work (QA/QC) in Procore Subcontractor Change order Creation (CMiC)
Toolbox Talks
Daily Huddles
Safety Resources/Project Start Up Materials/Safety Responsibilities
OSHA 30
CPR
First Aid
Infectious Disease Plan Safety Supply Ordering
Site-Specific Safety Plan Training
Defensive driver training (orientation but separating out as refresher)
Introduction to Prequalification
Safety Data Sheets (SDS), Certification Documents and Manuals
Accident Reporting Process Training (orientation but separating out as refresher)
Fall Protection Equipment
Subcontractor Selection
Enforcing Safe Work Practices for High-Risk Activities
Site Safety Management (Orientation, Inspection, Enforcement)
Page | 4
CAREER MAPPING CHECKLISTS
Field Engineer to Assistant Superintendent
Training Checklist/Management and/or Mentor Topic Construction Division Knowledge (1-33)
Manage & Run BOE Reports
Phase Listing and Various Categories Knowledge (S, M, L, E, O, etc.)
Completion of Safety Inspection Reports
Update & Markup Drawings, Confirm Dimensions
Creation of new RFI’s & Change Items in CMiC
Project Closeout Process (Create & Maintain Closeout Logs)
Schedule Theory and Management Introductory Knowledge
3-Week Interval Schedule Strategy & Management Introductory Knowledge & Exposure
Quality Assurance/Quality Control Checks Introductory Knowledge & Exposure
Trailer Location & Signage Logistics
Utilities & Equipment Coordination Logistics
Site Logistics for Mail, Supplies, Cleaning & First Aid
Site Logistics for Technology
Pre-Installation Meetings Introductory Experience
Superintendent/Foreman Daily Huddle Experience
De-Scope Meetings Introductory Knowledge & Exposure (Scope/Schedule)
Progress Meetings Introductory Knowledge & Exposure (Client/AE/WCC)
Job Conferences Meetings Introductory Knowledge & Exposure (Subcontractors/Suppliers)
Managing Subcontractors- Schedule, Performance, Verification of Additional Work, Management of incomplete or Deficient Work
Subcontractor Preinstallation Meetings Experience
Purchasing Theory & Management Introductory Knowledge & Exposure
T&M for Extra Work (WCC Tickets) Introductory Knowledge & Exposure
Expedite/Coordinate Deliveries-Material Tracking Log
Weekly Reports (Prepare/Review/Distribute) Introductory Knowledge & Exposure
Inspection Coordination Introductory Experience
Submittal Review & Markups Introductory Experience
Project Setup Introductory Knowledge & Experience
Page | 5
CAREER MAPPING CHECKLISTS
Field Engineer to Assistant Superintendent
Qualifications Must have intermediate experience in the following areas: Experience with Primavera, Microsoft Office Software Systems, & CMiC
Working Knowledge of Wohlsen’s & subcontractors Scope of Work
Drawing markup & confirmation of dimensions experience
Preparation & execution of Daily Reports
Maintenance of contract documents
Activation & Maintenance of field files (logos for change orders, pending change orders, permits & schedules) Punch List preparation, distribution, & execution
Interpretation of drawings, specifications, & maintenance of as-built documents
Preparation, activation, & maintenance of Submittal & RFI process
Preparation, distribution, & monitoring of project billings
Preparation, distribution, & monitoring closeout documents
Activation & maintenance of accurate project files including logs for AIA change orders, pending change orders, permits, submittals, RFI’s, etc. Preparation, maintenance & distribution of meeting minutes, interoffice memos, & correspondence to clients, vendors, subcontractors, government agencies, & other partners
External Training: Approved Training (outside of WC)
Page | 6
CAREER MAPPING CHECKLISTS
Assistant Superintendent to Superintendent 1
Page | 7
CAREER MAPPING CHECKLISTS
Assistant Superintendent to Superintendent 1
Team Member Name
Manager Name
Date:
General Criteria
5-6 years of Experience in Construction Management
4-5 Full-Lifecycle Projects (Ranging $5M-$15M+) in Assistant Supervisory Capacity Performance Review Rating is Often (Effectively fulfills the assigned job description and provides positive contribution to Wohlen’s Vision/Tracker Organizer (VTO)) Embodies all Wohlsen Construction Company’s Core Values - Safety, Integrity, Continuous Improvement, Accountability, Collaboration & Development
Training Checklist/Corporate Support:
TECHNICAL
SAFETY/RISK MANAGEMENT
PROFESSIONAL DEVELOPMENT
Introduction to Emotional Intelligence
Software
Wohlsen Safety Vision/Values
CMiC
Project Safety Requirements
Creating Raving Fans
Bluebeam
Safety Policy Training
I am “Wohlsen”
1 Day Continuous Improvement for Supers Subcontractor Relationships
Microsoft Word
Toolbox Talks
Microsoft Excel
Daily Huddles
Accident Reporting Process Training (orientation but separating out as refresher)
StructionSite
Effective Communication
Navigate One Drive
Safety Inspections
Peer Group Membership
Negotiations
Safety Resources/Safety Responsibilities
Navigate BOE Reports
Procore
OSHA 10/30
Drawing & Document Management (Procore)
CPR
Punchlists (Prepare, Review, Distribute) in Procore
Defensive Driver Training (orientation but separating out as refresher)
Closeout Documentation for Client- Warranties, O&M, Manuals, As-Builts, Storage (Procore). CPM Schedule Updates with central Scheduler
First Aid
Infectious Disease Plan
Create 360 Tours/Photos (Procore)
Safety Supply Ordering
Submittal Navigation (Procore)
Site-Specific Safety Plan Training
Safety Data Sheets (SDS), Certification Documents and Manuals Excavations (awareness)
3-Week Interval Schedule (Procore)
Quality Management Plan (QMP) in Procore
Page | 8
CAREER MAPPING CHECKLISTS
Assistant Superintendent to Superintendent 1
Training Checklist/Corporate Support Continued TECHNICAL
SAFETY/RISK MANAGEMENT
PROFESSIONAL DEVELOPMENT
Daily Journals/Manpower-Field and Subcontractors (Procore)
Scaffolding (awareness)
RFI Process in Procore
Fall Protection Equipment
Site Logistics (Signage, Trailer, Technology) Project Team L10 Meeting
Ariel Training
Forklift Training
Recognizing Hazardous Materials (Lead, Silica, Asbestos) Safety Immediate Requirements (Silica Awareness, GHS, Fall Protection, Trenching & Excavation)
Anti-Harassment
Training Checklist/Management and/or Mentor Topic Construction Division Knowledge (1-33)
Conducting Weekly Coordination Meetings Knowledge and Exposure
Managing and Running BOE Reports
Managing Site Logistics Plans
Phase Listing and Various Categories Advanced Knowledge (S, M, L, E, O, etc.)
Specifications for General Conditions Requirements
Completion of Safety Inspections Reports
Creation of new RFI’s in Procore
Project Closeout Process (Create and Maintain Closeout Logs)
Schedule Theory and Management Knowledge
3- Week Interval Schedule Strategy and Management Intermediate Knowledge and Exposure
Conducting Quality Control Inspections Process Intermediate Knowledge and Exposure
Scheduling of Equipment and Materials Delivery Intermediate Knowledge and Exposure
Trailer Location & Signage Logistics and leadership
Utilities and Equipment Coordination Logistics
Site Logistics for Mail, Supplies, Cleaning & First Aid
Site Logistics for Technology Leadership
Pre-Installation Meetings Intermediate Experience
De-Scope Meetings Intermediate Knowledge and Exposure (Scope& Schedule)
Page | 9
CAREER MAPPING CHECKLISTS
Assistant Superintendent to Superintendent 1
Training Checklist/Management and/or Mentor Progress Meetings Intermediate Knowledge and Exposures (Scope & Schedule) Job Conferences Meetings Intermediate Knowledge and Exposure (Subs/Suppliers) Subcontractor Preinstallation Meetings Intermediate Knowledge and Exposure T &M for Extra Work (WCC Tickets) Intermediate Knowledge and Exposure Expedite/Coordinate Deliveries-Material Tracking Log Intermediate Experience Weekly Reports (Prepare/Review/Distribute) Advanced Knowledge and Exposure
Inspection Coordination Intermediate Experience Submittal Review and Markups Intermediate Experience Project Setup Intermediate Knowledge and Experience
Qualifications Must be advanced in the following areas:
Elevated Experience with Procore & CMiC
Preparation, activation, & maintenance of Submittal & RFI process
Mentoring, training, and coaching FE1(s)
Enforcement of safe work practices including the planning of all high-risk activities for Wohlsen team members and subcontractors
Preparation and execution of daily reports
Maintenance of contract documents
Activation & maintenance of field files (logos for change order, pending change orders, permits and schedules)
Punch list preparation, distribution, and execution
Interpretation of drawings, specifications, and maintenance of as-built documents
Preparation, maintenance and distribution of meeting minutes, interoffice memos and correspondence to clients, vendors and subcontractors, government agencies and other partners
Acting as the Liaison between Architect, Owner, & Field Personnel
External Training: Approved Training (outside of WC)
Page | 10
CAREER MAPPING CHECKLISTS
Superintendent 1 to Superintendent 2
Page | 11
CAREER MAPPING CHECKLISTS
Superintendent 1 to Superintendent 2
Team Member Name
Manager Name
Date:
General Criteria
6-8 years of Experience in Construction Management
5-6 Full-Lifecycle Projects (Ranging $5M-$15M+) in Supervisory Capacity Performance Review Rating is Often (Effectively fulfills the assigned job description and provides positive contribution to Wohlen’s Vision/Tracker Organizer (VTO)) Embodies all Wohlsen Construction Company’s Core Values - Safety, Integrity, Continuous Improvement, Accountability, Collaboration & Development
Training Checklist/Corporate Support TECHNICAL
SAFETY/RISK MANAGEMENT
PROFESSIONAL DEVELOPMENT
Software
Wohlsen Safety Vision/Values
Introduction to Emotional Intelligence
CMiC
Prequalification Process
Creating Raving Fans
Bluebeam
Project Safety Requirements
I am “Wohlsen”
Microsoft Word
Safety Policy Training
Leadership in the Field 12-mo program Lead, Manage Accountability
Microsoft Excel
Toolbox Talks
StructionSite
Daily Huddles
Interviewing, Hiring, & Onboarding for Success
Navigate One Drive
Accident Reporting Process Training (orientation but separating out as refresher)
Subcontractor Relationships
Navigate BOE Reports
Safety Inspections
Client Relationships
Procore
Safety Resources/Safety Responsibilities
Presentation Skills / Effective Communication Trade Affiliation or Membership
Drawing & Document Management (Procore)
OSHA 30
Punchlists (Prepare, Review, Distribute) in Procore
CPR
Peer Group Membership Construction Leadership
Closeout Documentation for Client- Warranties, O&M, Manuals, As-Builts, Storage (Procore). CPM Schedule Creation & Updates with central Scheduler
Defensive Driver Training (orientation but separating out as refresher)
First Aid
Negotiations
Create 360 Tours/Photos (Procore)
Infectious Disease Plan
Submittal Management (Procore)
Safety Supply Ordering
Page | 12
CAREER MAPPING CHECKLISTS
Superintendent 1 to Superintendent 2
Training Checklist/Corporate Support (Continued) TECHNICAL
SAFETY/RISK MANAGEMENT
PROFESSIONAL DEVELOPMENT
3-Week Interval Schedule (Procore)
Site-Specific Safety Plan Training
Quality Management Plan (QMP) in Procore
Safety Data Sheets (SDS), Certification Documents and Manuals
Daily Journals/Manpower-Field and Subcontractors (Procore)
Excavations
RFI Process in Procore
Scaffolding
Change Order Management (PCI, Subcontractor, etc.) Site Logistics (Signage, Trailer, Technology)
Fall Protection Equipment
Ariel Training
Operations Management
Forklift Training
Project Team L10 Meetings
Safety Standards (Above OSHA, Zero Tolerance Actions, Disciplinary Actions) Recognizing Hazardous Materials (Lead, Silica, Asbestos) Safety Immediate Requirements (Silica Awareness, GHS, Fall Protection, Trenching & Excavation
Building Envelope
Lean Initiative Training (Weekly Work Plans, Pull Planning, Choosing by Advantages)
Firestopping Design
Anti-Harassment
Training Checklist/Management and/or Mentor Topic Construction Division Advanced Knowledge (1-33)
Safety Standards (Above OSHA Standards, Zero Tolerance Actions, Disciplinary Actions)
Conducting Weekly Coordination Meetings Knowledge and Exposure
Managing and Running BOE Reports
Managing Site Logistics Plans
Phase Listing and Various Categories Advanced Knowledge (S, M, L, E, O, etc.)
Specifications for General Conditions Requirements
Completion of Safety Inspections Reports
Creation of new RFI’s in Procore
Project Closeout Process (Create and Maintain Closeout Logs) Schedule Theory and Management Advanced Knowledge
3- Week Interval Schedule Strategy and Management Advanced Knowledge and Exposure Conducting Quality Control Inspections Process Advanced Knowledge and Exposure Scheduling of Equipment and Materials Delivery Advanced Knowledge and Exposure Logistics leadership - Trailer Location, Signage, access routes and technology
Utilities and Equipment Coordination Logistics and Leadership
Page | 13
CAREER MAPPING CHECKLISTS
Superintendent 1 to Superintendent 2
Training Checklist/Management and/or Mentor (continued) Topic Site Logistics for Mail, Supplies, Cleaning & First Aid Leadership
Site Logistics for Technology Leadership
Pre-Installation Meetings Expert-Level Experience
De-Scope Meetings Advanced Knowledge and Exposure (Scope& Schedule) Progress Meetings Expert-Level Knowledge and Exposure (Client/AE/WCC) Job Conferences Meetings Expert-Level Knowledge and Exposure (Subs/Suppliers) Subcontractor Preinstallation Meetings Expert-Level Knowledge and Exposure Purchasing Theory and Management Expert-Level Knowledge and Exposure T &M for Extra Work (WCC Tickets) Expert-Level Knowledge and Exposure Expedite/Coordinate Deliveries-Material Tracking Log Mastery Experience Weekly Reports (Prepare/Review/Distribute) Expert-Level Knowledge and Exposure
Inspection Coordination Advanced Experience Submittal Review and Markups Advanced Experience Project Setup Advanced Knowledge and Experience
Qualifications Must be advanced in the following areas: Elevated Experience with CMiC and Procore Enforcement of safe work practices including the planning of all high-risk activities for Wohlsen Team Members and Subcontractors Preparation and execution of daily reports Monitoring closeout documents Maintenance of contract documents Activation & maintenance of field files (logos for change order, pending change orders, permits and schedules) Punch list preparation, distribution, and execution Interpretation of drawings, specifications, and maintenance of as-built documents Preparation, maintenance and distribution of meeting minutes, interoffice memos and correspondence to clients, vendors and subcontractors, government agencies and other partners Preparation, activation, and maintenance of submittal and RFI process Acting as the Liaison between Architect, Owner, & Field Personnel Mentoring, training, and developing Field Engineers and Superintendents 1 & 2
External Training: Approved Training (outside of WC)
Page | 14
CAREER MAPPING CHECKLISTS
Superintendent 2 to Superintendent 3
Page | 15
CAREER MAPPING CHECKLISTS
Superintendent 2 to Superintendent 3
Team Member Name
Manager Name
Date:
General Criteria
7-10 years of Experience in Construction Management
6-8 Full-Lifecycle Projects (Ranging $15M-$50M+) in Supervisory Capacity Performance Review Rating is Often (Effectively fulfills the assigned job description and provides positive contribution to Wohlen’s Vision/Tracker Organizer (VTO)) Embodies all Wohlsen Construction Company’s Core Values - Safety, Integrity, Continuous Improvement, Accountability, Collaboration & Development
Training Checklist/Corporate Support TECHNICAL
SAFETY/RISK MANAGEMENT
PROFESSIONAL DEVELOPMENT
Software
Wohlsen Safety Vision/Values
Introduction to Emotional Intelligence
CMiC
Prequalification Process
Creating Raving Fans
Bluebeam
Project Safety Requirements
I am “Wohlsen”
Microsoft Word
Safety Policy Training
Leadership in the Field 12-mo program Lead, Manage Accountability
Microsoft Excel
Toolbox Talks
StructionSite
Daily Huddles
Interviewing, Hiring, & Onboarding for Success
Navigate One Drive
Accident Reporting Process Training (orientation but separating out as refresher)
Subcontractor Relationships
Navigate BOE Reports
Safety Inspections
Client Relationships
Procore
Safety Resources/Safety Responsibilities
Presentation Skills / Effective Communication Trade Affiliation or Membership
Drawing & Document Management (Procore)
OSHA 30
Punchlists (Prepare, Review, Distribute) in Procore
CPR
Peer Group Membership Construction Leadership
Closeout Documentation for Client- Warranties, O&M, Manuals, As-Builts, Storage (Procore). CPM Schedule Creation & Updates with central Scheduler
Defensive Driver Training (orientation but separating out as refresher)
First Aid
Negotiations
Create 360 Tours/Photos (Procore)
Infectious Disease Plan
Submittal Management (Procore)
Safety Supply Ordering
3-Week Interval Schedule (Procore)
Site-Specific Safety Plan Training
Page | 16
CAREER MAPPING CHECKLISTS
Superintendent 2 to Superintendent 3
Training Checklist/Corporate Support (continued) TECHNICAL
SAFETY/RISK MANAGEMENT
PROFESSIONAL DEVELOPMENT
Quality Management Plan (QMP) in Procore Daily Journals/Manpower-Field and Subcontractors (Procore)
Safety Data Sheets (SDS), Certification Documents and Manuals
Excavations
RFI Process in Procore
Safety Data Sheets (SDS), Certification Documents and Manuals
Change Order Management (PCI, Subcontractor, etc.) Site Logistics (Signage, Trailer, Technology)
Excavations
Scaffolding
Operations Management
Fall Protection Equipment
Project Team L10 Meetings
Ariel Training
Building Envelope
Forklift Training
Lean Initiative Training (Weekly Work Plans, Pull Planning, Choosing by Advantages)
Safety Standards (Above OSHA, Zero Tolerance Actions, Disciplinary Actions)
Firestopping Design
Safety Immediate Requirements (Silica Awareness, GHS, Fall Protection, Trenching & Excavation
Anti-Harassment
Page | 17
CAREER MAPPING CHECKLISTS
Superintendent 2 to Superintendent 3
Training Checklist/Management and/or Mentor Topic: Construction Division Advanced Knowledge (1-33)
Safety Standards (Above OSHA Standards, Zero Tolerance Actions, Disciplinary Actions)
Conducting Weekly Coordination Meetings Knowledge and Exposure
Managing and Running BOE Reports
Managing Site Logistics Plans
Phase Listing and Various Categories Advanced Knowledge (S, M, L, E, O, etc.)
Specifications for General Conditions Requirements
Completion of Safety Inspections Reports
Creation of new RFI’s in Procore
Project Closeout Process (Create and Maintain Closeout Logs) Schedule Theory and Management Advanced Knowledge
3- Week Interval Schedule Strategy and Management Advanced Knowledge and Exposure Conducting Quality Control Inspections Process Advanced Knowledge and Exposure Scheduling of Equipment and Materials Delivery Advanced Knowledge and Exposure Logistics leadership - Trailer Location, Signage, access routes and technology
Utilities and Equipment Coordination Logistics and Leadership Site Logistics for Mail, Supplies, Cleaning & First Aid Leadership
Site Logistics for Technology Leadership
Pre-Installation Meetings Expert-Level Experience
De-Scope Meetings Advanced Knowledge and Exposure (Scope& Schedule) Progress Meetings Expert-Level Knowledge and Exposure (Client/AE/WCC) Job Conferences Meetings Expert-Level Knowledge and Exposure (Subs/Suppliers)
Subcontractor Preinstallation Meetings Expert-Level Knowledge and Exposure
Purchasing Theory and Management Expert-Level Knowledge and Exposure T &M for Extra Work (WCC Tickets) Expert-Level Knowledge and Exposure Expedite/Coordinate Deliveries-Material Tracking Log Mastery Experience Weekly Reports (Prepare/Review/Distribute) Expert-Level Knowledge and Exposure
Inspection Coordination Advanced Experience Submittal Review and Markups Advanced Experience
Project Setup Advanced Knowledge and Experience
Page | 18
CAREER MAPPING CHECKLISTS
Superintendent 2 to Superintendent 3
Qualifications: Must be advanced in the following areas: Elevated Experience with CMiC and Procore
Enforcement of safe work practices including the planning of all high-risk activities for Wohlsen Team Members and Subcontractors Preparation and execution of daily reports Monitoring closeout documents
Maintenance of contract documents
Activation & maintenance of field files (logos for change order, pending change orders, permits and schedules) Punch list preparation, distribution, and execution Interpretation of drawings, specifications, and maintenance of as-built documents Preparation, maintenance and distribution of meeting minutes, interoffice memos and correspondence to clients, vendors and subcontractors, government agencies and other partners
Preparation, activation, and maintenance of submittal and RFI process
Acting as the Liaison between Architect, Owner, & Field Personnel
Mentoring, training, and developing Field Engineers and Superintendents 1 & 2
External Training: Approved Training (outside of WC)
Page | 19
CAREER MAPPING CHECKLISTS
Project Engineer to Assistant Project Manager
Page | 20
CAREER MAPPING CHECKLISTS
Project Engineer to Assistant Project Manager
Team Member Name
Manager Name
Date:
General Criteria 3-4 years of Experience in Construction Management (Total Experience) 2-3 Full-Lifecycle Projects (Ranging $5M-$10MM)
Performance Review Rating is Often (Effectively fulfills the assigned job description and provides positive contribution to Wohlen’s Vision/Tracker Organizer (VTO)) Embodies all Wohlsen Construction Company’s Core Values - Safety, Integrity, Continuous Improvement, Accountability, Collaboration & Development
Training Checklist/Corporate Support: TECHNOLOGY/FINANCIALS
SAFETY/RISK MANAGEMENT
PROFESSIONAL DEVELOPMENT
CPM Schedule Creation and Updates, Oracle Primavera Cloud
Wohlsen Safety Vision/Values
Introduction to Emotional Intelligence
Project Site Documentation RFI Management (Procore)
Project Safety Requirements
I am “Wohlsen”
Safety Policy Training
Project Engineer Summit/1day Continuous Improvement Event
Submittal Management (Procore)
Toolbox Talks Daily Huddles
Client Closeout Documentation - Warranties, O&M, Manuals, As-Builts, Storage (Procore) Punchlists - Prepare, Review, Distribute (Procore) Drawing & Document Management (Procore) Capturing Project Progress Photos (Procore, StructionSite, Drone Deploy)
Safety Resources/Project Start Up Materials/Safety Responsibilities
OSHA 30
CPR
Creating 360 Tours/Photos (StructionSite) Meeting Minutes (Procore) Intro to Milestone setup and administration for scheduling
First Aid
Introduction to Schedule Creation
Site-Specific Safety Plan Training
Introduction to Scheduling Updates
Defensive driver training (orientation but separating out as refresher) Introduction to Prequalification
Project Team L10 Meetings (Bloom Growth) Introduction to Potential Change Items (PCI) in CMiC
Safety Data Sheets (SDS), Certification Documents and Manuals
Subcontractor Change order Creation (CMiC
Accident Reporting Process Training (orientation but separating out as refresher)
Page | 21
CAREER MAPPING CHECKLISTS
Project Engineer to Assistant Project Manager
Training Checklist/Management and/or Mentor Topic Construction Division Knowledge (1-33)
Manage & Run BOE Reports
Phase Listing and Various Categories Knowledge (S, M, L, E, O, etc.)
Creation of Change Items in CMiC
Project Closeout Process (Create & Maintain Closeout Logs)
Schedule Theory and Management Introductory Knowledge
De-Scope Meetings Introductory Knowledge & Exposure (Scope/Schedule)
Progress Meetings Introductory Knowledge & Exposure (Client/AE/WCC)
Job Conferences Meetings Introductory Knowledge & Exposure (Subcontractors/Suppliers)
Purchasing Theory & Management Introductory Knowledge & Exposure
Subcontractor Preinstallation Meetings Experience
Expedite/Coordinate Deliveries-Material Tracking Log
Weekly Reports (Prepare/Review/Distribute) Introductory Knowledge & Exposure
Inspection Coordination Introductory Experience
Submittal Review & Markups Introductory Experience (across all trades)
Project Setup Introductory Knowledge & Experience
Participation in Conducting Safety Inspections
Introduction to Interpreting Drawings & Specifications
Page | 22
CAREER MAPPING CHECKLISTS
Project Engineer to Assistant Project Manager
Qualifications Must have intermediate experience in the following areas:
Experience with Primavera Cloud, Microsoft Office Software Systems, CMiC & Procore
Preparation, activation, & maintenance of Submittal & RFI processes
Preparation, distribution, & monitoring of project billings
Interpretation of drawings & specifications
Procuring building permits
Assisting with the preparation, distribution & monitoring of project billings
Conducting Safety Inspections
Resolving bidding issues
Assisting with developing, monitoring & updating the project schedule
Preparation, distribution, & monitoring of closeout documents
Activation & maintenance of accurate project files including logs for AIA change orders, pending change orders, permits, submittals, RFI’s, etc. Preparation, maintenance & distribution of meeting minutes, interoffice memos, & correspondence to clients, vendors, subcontractors, government agencies, & other partners
External Training: Approved Training by an external group/agency:
Page | 23
CAREER MAPPING CHECKLISTS
Assistant Project Manager to Project Manager 1
Page | 24
CAREER MAPPING CHECKLISTS
Assistant Project Manager to Project Manager 1
Team Member Name
Manager Name
Date:
General Criteria
5-6 years of Experience in Construction Management
4-5 Full-Lifecycle Projects (Ranging $5M-$15M+) in Assistant Supervisory Capacity Performance Review Rating is Often (Effectively fulfills the assigned job description and provides positive contribution to Wohlen’s Vision/Tracker Organizer (VTO)) Embodies all Wohlsen Construction Company’s Core Values - Safety, Integrity, Continuous Improvement, Accountability, & Collaboration
Training Checklist/Corporate Support: TECHNOLOGY/FINANCIALS
SAFETY/RISK MANAGEMENT Wohlsen Safety Vision/Values
PROFESSIONAL DEVELOPMENT
CMP Schedule Creation & Updates
Introduction to Emotional Intelligence
Drawing & Specification Management Project Site Documentation RFI Management (Procore)
Safety Inspections
Creating Raving Fans
Project Safety Requirements
I am “Wohlsen”
Safety Policy Training
Project Engineer Summit/1-day Continuous Improvement
Submittal Management (Procore) Closeout Documentation for Client- Warranties, O&M, Manuals, As- Builts, Storage (Procore)
Toolbox Talks Daily Huddles
Punchlists (Prepare, Review, Distribute) in Procore
Safety Resources/Safety Responsibilities
Drawing & Document Management (Procore) Capturing Project Progress Photos (Procore, StructionSite, Drone Deploy)
OSHA 30
CPR
Creating 360 Tours/Photos (StructionSite) Meeting Minutes (Procore)
Defensive Driver Training (orientation but separating out as refresher)
First Aid
Milestone Setup & Administration for Scheduling
Safety Supply Ordering
Schedule Creation Schedule Updates
Site-Specific Safety Plan Training Safety Data Sheets (SDS), Certification Documents and Manuals
Project Team L10 Meetings (Bloom Growth)
Prequalification Process
Page | 25
CAREER MAPPING CHECKLISTS
Assistant Project Manager to Project Manager 1
Training Checklist/Corporate Support (continued) TECHNICAL
SAFETY/RISK MANAGEMENT
PROFESSIONAL DEVELOPMENT
Potential Change Items (PCI)
Accident Reporting Process Training (orientation but separating out as refresher)
Subcontractor Change Order Creation (CMiC)
Cost Forecasting (CMiC)
Subcontractor & Vendor Billings (CMiC) Project Performance Agreement (PPA) Project Review Meetings (PRM)
Training Checklist/Management and/or Mentor Topic Construction Division Intermediate Knowledge (1-33)
Manage & Run BOE Reports
Phase Listing and Various Categories Intermediate Knowledge (S, M, L, E, O, etc.)
Specifications for General Conditions Requirements
Creation of Change Items in CMiC
Project Closeout Process (Create & Maintain Closeout Logs) Schedule Theory and Management Intermediate Knowledge
Pre-Installation Meetings Intermediate Experience
De-Scope Meetings Intermediate Knowledge & Exposure (Scope/Schedule) Progress Meetings Intermediate Knowledge & Exposure (Owner/AE/WCC)
Job Conferences Meetings Intermediate Knowledge & Exposure (Subcontractors/Suppliers)
Subcontractor Preinstallation Meetings
Purchasing Theory & Management Intermediate Knowledge & Exposure
Expedite/Coordinate Deliveries-Material Tracking Log
Weekly Reports (Prepare/Review/Distribute) Intermediate Knowledge & Exposure
Inspection Coordination Intermediate Experience Submittal Review & Markups Intermediate Experience
Project Setup Intermediate Knowledge & Experience
Conducting Safety Inspections Intermediate Knowledge & Experience
Interpreting Drawings & Specifications Intermediate Knowledge & Experience
Page | 26
CAREER MAPPING CHECKLISTS
Assistant Project Manager to Project Manager 1
Qualifications Must have proficient experience in the following areas: Elevated Experience with Primavera Cloud, Procore & CMiC Preparation, activation, & maintenance of Submittal & RFI process
Preparation, distribution, & monitoring of project billings
Preparation, maintenance & distribution of meeting minutes, interoffice memos, & correspondence to clients, vendors, subcontractors, government agencies, & other partners
Mentoring, training, &developing Project Engineer(s) 1 (PE1)
Acting as the liaison between Architect, Owner, & field personnel
Procuring building permits & resolving bidding questions
Writing contracts & owner change orders
External Training: Approved Training by an external group/agency:
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CAREER MAPPING CHECKLISTS
Project Manager 1 to Project Manager 2
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CAREER MAPPING CHECKLISTS
Project Manager 1 to Project Manager 2
Team Member Name
Manager Name
Date:
General Criteria 6-8 years of Experience in Construction Management (Total Experience) 5-6 Full-Lifecycle Projects (Ranging $5M-$15M+) in Supervisory Capacity
Performance Review Rating is Often (Effectively fulfills the assigned job description and provides positive contribution to Wohlen’s Vision/Tracker Organizer (VTO)) Embodies all Wohlsen Construction Company’s Core Values - Safety, Integrity, Continuous Improvement, Accountability, Collaboration & Development
Training Checklist/Corporate Support: TECHNOLOGY/FINANCIALS
SAFETY/RISK MANAGEMENT Wohlsen Safety Vision/Values
PROFESSIONAL DEVELOPMENT
CPM Schedule Creation and Updates
Introduction to Emotional Intelligence
Drawing & Specification Management Project Site Documentation RFI Management (Procore)
Safety Inspections
Creating Raving Fans
Project Safety Requirements
I am “Wohlsen”
Safety Policy Training
Lead, Manage Accountability
Submittal Management (Procore)
Toolbox Talks
Interviewing, Hiring, & Onboarding for Success
Client Closeout Documentation - Warranties, O&M, Manuals, As-Builts
Daily Huddles
Project Manager 1-day Continuous Improvement/PM Summit Presentation Skills Training
Punchlists - Prepare, Review, Distribute (Procore)
Safety Resources/Project Start Up Materials/Safety Responsibilities
Drawing & Document Management (Procore) Capturing Project Progress Photos (Procore)
OSHA 30
CPR
Creating 360 Tours/Photos (StructionSite) Meeting Minutes (Procore)
First Aid
Introduction to Prequalification Safety Data Sheets (SDS), Certification Documents and Manuals
Milestone setup and administration for scheduling
Project Team L10 Meetings (Traction Tools) Potential change items (PCI) in CMiC
Prequalification Process
Accident Reporting Process Training
Subcontractor Change Order Creation (CMiC)
Cost Forecasting (CMiC)
Subcontractor & Vendor Billings (CMiC) Project Performance Agreement (PPA) Project Review Meetings (PRM)
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CAREER MAPPING CHECKLISTS
Project Manager 1 to Project Manager 2
Training Checklist/Management and/or Mentor Topic Construction Division Advanced Knowledge (1-33)
Manage & Run BOE Reports
Phase Listing and Various Categories Advanced Knowledge (S, M, L, E, O, etc.)
Specifications for General Conditions Requirements
Completion of Safety Inspection Reports
Creation of change Orders
Creation of RFI’s
Project Closeout Process (Create & Maintain Closeout Logs)
Schedule Management
Pre-Installation Meetings Experience
De-Scope Meetings Advanced Knowledge & Exposure (Scope/Schedule)
Progress Meetings Advanced Knowledge & Exposure (Client/AE/WCC)
Job Conferences Meetings Advanced Knowledge & Exposure (Subcontractors/Suppliers)
Purchasing Exposure
Inspection Coordination
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CAREER MAPPING CHECKLISTS
Project Manager 1 to Project Manager 2
Qualifications Must have advanced experience in the following areas:
Elevated Experience Microsoft Office Software Systems, CMiC & Procore
Preparation, distribution, & monitoring of project billings
Preparation, distribution, & monitoring closeout documents
Preparation, maintenance & distribution of meeting minutes, interoffice memos, and correspondence to clients, vendors, subcontractors, government agencies, & other partners
Coordinating Estimating team on the development of costs & schedules
Assembling estimates & subcontractor quotations
Mentoring, training, & developing Project Assistant(s), Project Engineer(s), levels 1-2
Assisting with the project procurement process (interview preparation, staff planning, scheduling, & interview process)
Assisting with or conducting Site Safety Inspections
Participation in contract negotiations
Acting as the Liaison between Architect, Owner, & Field Personnel
Procuring building permits & resolving bidding questions
Writing contracts & owner change orders
External Training: Approved Training by an external group/agency:
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CAREER MAPPING CHECKLISTS
Project Manager 2 to Senior Project Manager
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CAREER MAPPING CHECKLISTS
Project Manager 2 to Senior Project Manager
Team Member Name
Manager Name
Date:
General Criteria
7-10+ years of Experience in Construction Management 6-8+ Full-Lifecycle Projects (Ranging $15M-$50M+) in a Supervisory Capacity Performance Review Rating is Often (Effectively fulfills the assigned job description and provides positive contribution to Wohlen’s Vision/Tracker Organizer (VTO)) Embodies all Wohlsen Construction Company’s Core Values - Safety, Integrity, Continuous Improvement, Accountability, Collaboration & Development
Training Checklist/Corporate Support: TECHNOLOGY/FINANCIALS
SAFETY/RISK MANAGEMENT
PROFESSIONAL DEVELOPMENT
Wohlsen Safety Vision/Values
CPM Schedule Creation and Updates Drawing & Specification Management (Bluebeam Studio) Project Site Documentation RFI Management (Procore)
Introduction to Emotional Intelligence
Safety Inspections
Creating Raving Fans
Project Safety Requirements
I am “Wohlsen”
Safety Policy Training
Lead, Manage Accountability Interviewing, Hiring, & Onboarding for Success
Daily Huddles
Submittal Management (Procore)
OSHA 30
Client Closeout Documentation - Warranties, O&M, Manuals, As- Built, Storage (Procore) Punch lists - Prepare, Review, Distribute (Procore)
Project Manager 1-day Continuous Improvement/Summit
CPR
First Aid
Drawing & Document Management (Procore) Capturing Project Progress Photos (Procore) Creating 360 Tours/Photos (StructionSite)
Infectious Disease Plan
Wohlsen Standard Purchasing Documents (Subcontract, Service Order, Purchase Order) Safety Data Sheets (SDS), Certification Documents and Manuals
Meeting Minutes (Procore)
Leading Schedule Creation Leading Scheduling Updates
Prequalification Process
Wohlsen Prequalification Policy & Procedures
Project Team L10 Meetings
Potential change items (PCI) in CMiC
Subcontractor Change Order Creation (CMiC)
Cost Forecasting (CMiC) Leadership
Subcontractor & Vendor Billings (CMiC) Project Performance Agreement Leadership (PPA)
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