Estimating Competency Assessment and Training Recommendations

Publication No

IR253-2

Type

Excel spreadsheet

Publication Date

Sep 01, 2011

Pages

Research Team

RT-253

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DOCUMENT DETAILS

Abstract

Key Findings

Filters & Tags

Abstract

CII Research Team 253 developed the Estimating Competency Assessment and Training Recommendations (EsCATR) tool to enable companies to identify gaps between the current and ideal performance levels of their estimating workforce. Once this Microsoft Excel™-based tool assesses each estimator’s performance and isolates the most critical gaps in his or her skills and knowledge, organizations can use these results to design cost-effective customized training programs. By identifying the estimating competencies that require immediate attention, the tool enables companies to minimize and even close these gaps, without resorting to costly off-the-shelf, one-size-fits-all training packages that may or may not address the areas in need of improvement. This guide takes the user through each step of the EsCATR process, then provides an instance of its use.

Key Findings

IR253-2, Estimating Competency Assessment and Training Recommendations (EsCATR)

Is composed of a software tool and a guide for using the tool. The tool is a program for evaluating estimators on the basis of the 23 competencies identified in the research. The tool first rates the competencies and then shows critical gaps in the competencies of estimators. The tool produces 3 key reports:

Competency Assessment Report – shows the summary of competency ratings
Competency Assessment Results – shows the rating score, along with the gap for each competency
Competency Assessment Chart – shows the total performance assessment score and gap based on the competency categories

Filters & Tags

Knowledge Area

Professional Development, Project Controls

Project Phase

Feasibility, Concept, Detailed Scope, Detailed Design (Engineering), Procurement, Construction, Commissioning & Startup, Handover & Closeout

Project Function

Project Management, Architects & Engineering, Project Controls, Construction, Quality Management

Industry Group

Light Industrial, Heavy Industrial, Buildings, Infrastructure

Research Topic

Estimating as a Competency in Capital Projects

Keywords

Estimator Training, Estimator Evaluation, Estimator Skills, Estimator retention, Estimator Career Path, Estimator Compentency, Estimator Attrition, rt253