Strategy Recommendations: JOA Group - Project Managers to the SoCal Construction Industry
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3Z JOA Group Strategic Plan By: Team 3Z
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JOA Group is a privately owned construction project management consultancy with revenues of $1.3M per annum. Operating in the highly competitive, highly fragmented construction sector, JOA Group has limited capital and is primarily reliant on one large account. Since forming in 1996 the firm has grown organically from one employee to ten. It has maintained a competitive advantage through its reputation for high integrity, quality personnel and professionalism. The firm’s business model and resources were analyzed in order to formulate three growth strategies. The strategies are to be underpinned by activating existing cultural norms, promoting communication best practice and formalizing HR policies. Strategic initiatives proposed by 3Z Consulting include: backward integration, geographic expansion, and focused marketing and business development. The strategy would focus on growing business in response to an expected increase in smaller public maintenance projects (between $1M to $50M) which are less susceptible to budget constraints as the government phases out spending on large capital projects ($100M - $1Bn). A three-year financial model supporting the proposed strategy and business model is presented. Risks identified to the new business model include limitations in resources (time and capital) and the potential for direct competition from large firms moving down market.
Transcript of Strategy Recommendations: JOA Group - Project Managers to the SoCal Construction Industry
3Z
JOA Group Strategic PlanBy: Team 3Z
Agenda• Who we are• Services• Business Analysis• Strategy• Conclusion
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Agenda Business Analysis Strategy ConclusionWho We Are Services
JOA Group• Established in 1996• Headquartered in Orange County, CA• Project & Construction Management Services• Small Firm >10 employees
• Small Business Certifications from Federal and County Agencies
• Clients Include:• John Wayne Airport• Orange County Public Works• Riverside Transportation Authority
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Agenda Business Analysis Strategy ConclusionWho We Are Services
Pre-DesignConcept Phase
Design Phase Bid Phase Construction Phase Post Construction & Project Close Out
• Program Needs Assessment• Site Analysis• Budget Assessment• Master Schedule• Feasibility Studies • Risk Assessment• Uncertainty Analysis
• Constructability Review• Value Engineering• Design Team Oversight• Entitlement Services• Utility Company Coordination• Scheduling/ Estimating
• Bid Packaging• Bid Document Preparation• Bid Solicitation• Bid Review and Recommendation• Contract Preparation
•Contract Administration• Schedule• Contractor Coordination• Inspection and Quality Control• Cost Reporting
• Final Inspection• Occupancy Permit• Punch List Coordination• Move-in Coordination• Contract Close-out
Capital Planning and Project Management Services
Project LifecycleIniti
ation
Com
pletion
JOA Group Current Services
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Agenda Business Analysis Strategy ConclusionWho We Are Services
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Agenda Business Analysis Strategy ConclusionWho We Are Services
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Business Analysis Strategy ConclusionServicesAgenda Who We Are
• Core Competencies• Project and Construction Management• Values/Ethics• Functional Execution• Personnel and Performance
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Business Analysis Strategy ConclusionServicesAgenda Who We Are
PM/CMServices
Values & Ethics
Functional Execution
Personnel and
Performance
Culture and
Human Capital
Culture and Human
Capital are the
Underpinning
Foundation of the
Strategic Initiatives
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Business Analysis Strategy Conclusion
Geographical Expansion
Marketing and Business
Development
Backward Integrate
3 Proposed Strategies
Culture and Human
Capital
ServicesAgenda Who We Are
Pre-DesignConcept Phase
Design Phase Bid Phase Construction Phase Post Construction & Project Close Out
• Program Needs Assessment• Site Analysis• Budget Assessment• Master Schedule• Feasibility Studies • Risk Assessment• Uncertainty Analysis
• Constructability Review• Value Engineering• Design Team Oversight• Entitlement Services• Utility Company Coordination• Scheduling/ Estimating
• Bid Packaging• Bid Document Preparation• Bid Solicitation• Bid Review and Recommendation• Contract Preparation
•Contract Administration• Schedule• Contractor Coordination• Inspection and Quality Control• Cost Reporting•
• Final Inspection• Occupancy Permit• Punch List Coordination• Move-in Coordination• Contract Close-out
Capital Planning and Project Management Services
Project LifecycleIniti
ation
Com
pletion
JOA Group Current Services
JOA Group Future Services
Backward Integrate
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Business Analysis Strategy ConclusionServicesAgenda Who We Are
Pre-DesignConcept Phase
Design Phase Bid Phase Construction Phase Post Construction & Project Close Out
• Program Needs Assessment• Site Analysis• Budget Assessment• Master Schedule• Feasibility Studies • Risk Assessment• Uncertainty Analysis
• Constructability Review• Value Engineering• Design Team Oversight• Entitlement Services• Utility Company Coordination• Scheduling/ Estimating
• Bid Packaging• Bid Document Preparation• Bid Solicitation• Bid Review and Recommendation• Contract Preparation
•Contract Administration• Schedule• Contractor Coordination• Inspection and Quality Control• Cost Reporting•
• Final Inspection• Occupancy Permit• Punch List Coordination• Move-in Coordination• Contract Close-out
Capital Planning and Project Management Services
Project LifecycleIniti
ation
Com
pletion
Future State - JOA Group Services
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Business Analysis Strategy ConclusionServicesAgenda Who We Are
Los Angeles Airport
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San Diego Airport
John Wayne Airport
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Geographical Diversification
• Airports• County Public Works • County Transportation Authority
ç
ç
ç
ç
ç
çRiverside Transportation Authority
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Business Analysis Strategy ConclusionServicesAgenda Who We Are
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Marketing and Business Development
• Brand and Recognition• Quality, Truth, and Integrity• Knowledgeable Staff• High Customer Service
• Relationships• Network to Network - Partnering• Current Client – Referrals
Business Analysis Strategy ConclusionServicesAgenda Who We Are
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Strategy Conclusion
Next Steps• Develop an Implementation Plan for each Strategic
Initiative• Formalize Company Culture
• Mission and Vision Statement • Continue to Evaluate Value, Price, and Cost (VPC)• Hire for Attitude, Train for Skills
Business AnalysisServicesAgenda Who We Are
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Strategy Conclusion
Conclusion• Red Ocean• Core Business Model
• Slight Shift• Leverage Core Competencies• Strategies
• Backward Integrate• Geographical Expansion• Marketing and Business Development
Business AnalysisServicesAgenda Who We Are
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Question and Answers
