Strategy Recommendations: JOA Group - Project Managers to the SoCal Construction Industry

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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.

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  • Network to network partnering, partners offer complementary services
  • Strategy Recommendations: JOA Group - Project Managers to the SoCal Construction Industry

    1. 1. 3ZJOA Group Strategic Plan By: Team 3Z
    2. 2. 3Z Agenda Who We Are Services Business Analysis Strategy ConclusionAgenda • Who we are • Services • Business Analysis • Strategy • Conclusion
    3. 3. 3Z Agenda Who We Are Services Business Analysis Strategy ConclusionJOA 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
    4. 4. 3Z Agenda Who We Are Services Business Analysis Strategy Conclusion Capital Planning and Project Management Services Project Lifecycle Pre-Design Design Phase Bid Phase Construction Phase Post Construction & Concept Phase Project Close Out• Program Needs • Constructability Review • Bid Packaging •Contract Administration • Final InspectionAssessment • Value Engineering • Bid Document • Schedule • Occupancy Permit• Site Analysis • Design Team Oversight Preparation • Contractor Coordination • Punch List Coordination• Budget Assessment • Entitlement Services • Bid Solicitation • Inspection and Quality • Move-in Coordination• Master Schedule • Utility Company • Bid Review and Control • Contract Close-out• Feasibility Studies Coordination Recommendation • Cost Reporting• Risk Assessment • Scheduling/ Estimating • Contract Preparation• Uncertainty Analysis JOA Group Current Services
    5. 5. 3ZAgenda Who We Are Services Business Analysis Strategy Conclusion
    6. 6. 3Z Agenda Who We Are Services Business Analysis Strategy Conclusion In 2012 JOA Group revenue were $1.3M ATTAIN CAGR GOALS OF 15%; Over the next 5 years the firm will extend services and expand operations, AIM TO DOUBLE REVENUES; gaining one new account per annum.CANVAS SWOTVALUE CHAIN SERVICE REVIEW Compe ng for Projects $1M-$50M in Customer Value Price of Services Firms Cost
    7. 7. 3Z Agenda Who We Are Services Business Analysis Strategy Conclusion• Core Competencies • Project and Construction Management • Values/Ethics PM/CM • Functional Execution Services • Personnel and Performance Culture Personnel Values & and and Performance Human Ethics Capital Functional Execution
    8. 8. 3Z Agenda Who We Are Services Business Analysis Strategy Conclusion3 Proposed Strategies Culture and HumanCapital are the Backward GeographicalUnderpinning Integrate ExpansionFoundation of the CultureStrategic Initiatives and Human Capital Marketing and Business Development
    9. 9. 3Z Agenda Who We Are Services Business Analysis Strategy Conclusion Capital Planning and Project Management Services Project Lifecycle Pre-Design Design Phase Bid Phase Construction Phase Post Construction & Concept Phase Project Close Out• Program Needs • Constructability Review • Bid Packaging •Contract Administration • Final InspectionAssessment • Value Engineering • Bid Document • Schedule • Occupancy Permit• Site Analysis • Design Team Oversight Preparation • Contractor Coordination • Punch List Coordination• Budget Assessment • Entitlement Services • Bid Solicitation • Inspection and Quality • Move-in Coordination• Master Schedule • Utility Company • Bid Review and Control • Contract Close-out• Feasibility Studies Coordination Recommendation • Cost Reporting• Risk Assessment • Scheduling/ Estimating • Contract Preparation •• Uncertainty Analysis Backward Integrate JOA Group Future JOA Group Current Services Services
    10. 10. 3Z Agenda Who We Are Services Business Analysis Strategy Conclusion Capital Planning and Project Management Services Project Lifecycle Pre-Design Design Phase Bid Phase Construction Phase Post Construction & Concept Phase Project Close Out• Program Needs • Constructability Review • Bid Packaging •Contract Administration • Final InspectionAssessment • Value Engineering • Bid Document • Schedule • Occupancy Permit• Site Analysis • Design Team Oversight Preparation • Contractor Coordination • Punch List Coordination• Budget Assessment • Entitlement Services • Bid Solicitation • Inspection and Quality • Move-in Coordination• Master Schedule • Utility Company • Bid Review and Control • Contract Close-out• Feasibility Studies Coordination Recommendation • Cost Reporting• Risk Assessment • Scheduling/ Estimating • Contract Preparation •• Uncertainty Analysis Future State - JOA Group Services
    11. 11. 3Z Agenda Who We Are Services Business Analysis Strategy Conclusion Geographical Diversification ç Los Angeles Airport Riverside Transportation Authority ç ç John Wayne Airport ç• Airports San Diego Airport çç• County Public Works ç• County Transportation Authority ç
    12. 12. 3Z Agenda Who We Are Services Business Analysis Strategy ConclusionMarketing and Business Development • Brand and Recognition • Quality, Truth, and Integrity • Knowledgeable Staff • High Customer Service • Relationships • Network to Network - Partnering • Current Client – Referrals
    13. 13. 3Z Agenda Who We Are Services Business Analysis Strategy ConclusionNext 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
    14. 14. 3Z Agenda Who We Are Services Business Analysis Strategy ConclusionConclusion • Red Ocean • Core Business Model • Slight Shift • Leverage Core Competencies • Strategies • Backward Integrate • Geographical Expansion • Marketing and Business Development
    15. 15. 3ZQuestion and Answers

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