Toolkit Committee

Currently Available Tools for the RMP 10 Foundations of Risk Management

Non-members can purchase these tools by clicking here

Not a member of CASE? Click here.

• Tool 1-1: Create a Culture for Managing Risks and Preventing Claims — This tool includes a story board and role playing guide to involve your staff in the risk management discussion. Also includes sample commitment statements for your firm to buy into the process.

• Tool 2-1: A Risk Evaluation Checklist — Don’t overlook anything! A sample itemized list of things you should look for when evaluating a prospective project.

• Tool 3-1: A Risk Management Program Planning Structure — This tool is designed to help a Firm Principal design a Risk Management Program for his or her firm. The tool consists of a grid template that will help focus one's thoughts on where risk may arise in various aspects of their engineering practice and how to mitigate those risks. Once the risk factor is identified, then a policy and procedure for how to respond to that risk is developed. This tool contains 10 sample risk factors with accompanying policies and procedures to illustrate how one might get started. The tool is designed to insert custom risks and policies to tailor it to individual firms.

• Tool 4-1: Status Report Template — An organized plan for keeping your clients informed and happy. This project status report is intended to be sent to your Client, the Owner and any other stakeholder whom you would like to keep informed about the project status. The template is designed in Word format so it can be edited according to the requirements of each individual company.

• Tool 5-1: A Guide to the Practice of Structural Engineering — Intended to teach structural engineers the business of being a consulting structural engineer and things they may not have learned in college. While the target audience for this tool is the young engineer with 0-3 years of experience, it also serves as a useful reminder for engineers of any age or experience. The Guide also contains a test at the end of the document to measure how much was learned and retained. Other sections deal with getting and starting projects, schematic design, design development, construction documents, third party review, contractor selection/project pricing/delivery methods, construction administration, project accounting and billing, and professional ethics.

• Tool 6-1: (coming soon!)

• Tool 7-1: Client Evaluation — Do you know who your best clients are? Do you know where you should be focusing your marketing and sales efforts to maximize financial performance of your firm? You may be surprised. This spreadsheet will help you decide which clients are your best clients, which are your good clients, and which are your bad and ugly clients.

Toolkit Committee Members

Cory Matsuoka, Committee Chair
cmatsuoka@ssfm.com

Stacy Bartoletti
sbartoletti@degenkolb.com

Nils Ericson
nils@tdeg.com

Arthur Johnson
art.johnson@kpff.com

John Mercer
mercer@minot.com

Brent White
BrentW@ARWengineers.com