Construction Estimator Onboarding Checklist

Construction Estimator Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Construction Estimator starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Construction onboarding experience or just need an onboarding checklist for your new Construction Estimator, you’re in the right place. We’ve put together a sample Construction Estimator onboarding checklist below and have created onboarding templates & resources to help.

Construction Estimator Onboarding Checklist

1. Introduction to company culture and values: The task involves providing the new construction estimator with an overview of the company’s culture, values, and mission. This helps them understand the company’s expectations, work environment, and overall goals. Typically, this task is performed by the HR department or a designated company representative.

2. Familiarization with company policies and procedures: The construction estimator needs to be acquainted with the company’s policies and procedures, including safety protocols, project management guidelines, and reporting structures. This task is usually carried out by the HR department or a supervisor within the construction department.

3. Introduction to team members and key stakeholders: It is essential for the construction estimator to meet and interact with their team members, as well as key stakeholders such as project managers, architects, and subcontractors. This task helps establish relationships, facilitates collaboration, and ensures effective communication. The construction department supervisor or project manager typically handles this task.

4. Review of project documentation: The new construction estimator should be provided with access to relevant project documentation, including blueprints, specifications, and contracts. This task allows them to familiarize themselves with ongoing projects, understand client requirements, and assess project feasibility. The project manager or a senior construction estimator may assist in this process.

5. Training on estimating software and tools: Construction estimators heavily rely on specialized software and tools to accurately estimate project costs. Training sessions should be conducted to familiarize the new estimator with these tools, ensuring they can efficiently perform their duties. This task is typically performed by a senior construction estimator or a designated IT specialist.

6. Shadowing experienced estimators: To gain practical knowledge and learn best practices, the new construction estimator should shadow experienced estimators during the initial weeks. This task allows them to observe and learn how to analyze project requirements, conduct site visits, and prepare accurate cost estimates. Senior construction estimators or project managers usually oversee this task.

7. Introduction to bidding and procurement processes: Construction estimators need to understand the company’s bidding and procurement processes, including how to prepare bids, negotiate with suppliers, and evaluate subcontractor proposals. This task is typically performed by the procurement department or a senior construction estimator.

8. Site visits and field experience: To gain a comprehensive understanding of construction projects, the new estimator should participate in site visits and gain field experience. This task allows them to observe construction processes, interact with subcontractors, and identify potential cost factors. The project manager or a senior construction estimator typically supervises this task.

9. Review of past projects and lessons learned: The new construction estimator should review past projects and lessons learned to understand the company’s historical performance, identify areas for improvement, and learn from previous mistakes. This task is usually facilitated by the project management team or a senior construction estimator.

10. Ongoing professional development: Construction estimators should continuously enhance their skills and stay updated with industry trends. The company should provide opportunities for ongoing professional development, such as attending workshops, conferences, or online courses. The HR department or a designated training coordinator typically manages this task

Setting Up Your Employee Onboarding Process

From reading through the items in the example Construction Estimator checklist above, you’ll now have an idea of how you can apply best practices to getting your new Construction Estimator up to speed and working well in your Construction team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.