PLAN Webinar - Scope & Change Management:  Effective Management of Project Change

with Presenter Patty Huntley

Tuesday, July 25, 2017  1:00 - 2:00 PM Central


One of the biggest issues that all architects, designers and engineers struggle with is change management.  Identifying, communicating and obtaining budget approval for providing additional scopes of work is a key to successful project performance.  This program provides the insight and tools to ensure greater success in obtaining client approval for your additional project work.

Who is this program for?

  • Architects, designers, engineers who manage projects
  • Firm Principals/Owners looking for information to support and train their PMs on scope change management
  • Firms that strive for a consistent, effective approach to their change management process

What does this program include?

  • Defining the scope of work – defining the project, work breakdown structure, having a plan, conducting a kick-off meeting
  • Change Management – defining change, internal vs. external change, recognizing and identifying change, obtaining approval for change
  • Tools – Change Order Request, Change Order Log, Weekly Progress Report, documenting change
  • Examples of templates for the following:  Work Breakdown Structure, Kick-off Meeting  Agenda, Change Order Approval, Change Order Log, Weekly Progress Reports 

PRESENTERPatty Huntley, Risk Manager with XL Catlin’s Design Professional Loss Prevention & Client Education team.  Patty is a certified Project Management Professional (PMP) with a 35-year technical career, including 28 in the Architectural and Engineering (A/E) design and construction industry. Huntley has trained thousands of A/E principals, project managers and their firms on best practices and the tools to complete projects successfully.  

REGISTRATION DEADLINE: Friday, July 21, 2017

Please note that in order to register you will need to log in with your PLAN username and password.  If you do not have a PLAN username and password you will need to create an account.  Once you click the registration button, it will prompt you to sign in or create a new account.

*If you plan to have multiple participants in the same location, you only need to register once.  After registering, you will receive further details for reporting attendance for those participants.


CONTINUING EDUCATION CREDITS: After the program, upon receipt of your Online‐Attendance submission, a group Certificate of Completion will be emailed to you. Architects, Engineers, and other professionals may be able to earn 1.0 continuing education credits for their participation in this program.

ARCHITECTS: PLAN is a registered provider with the AIA Continuing Education System (AIA/CES). This 1.0 hour is pending approval for 1.0 CEH (Continuing Education Hours formally known as Learning Units) hours, which will be reported directly to the AIA/CES for AIA members. For individual states’ licensing boards, it is the Architect’s responsibility to determine whether this activity meets the various guidelines set forth by those state boards where he/she is registered.

ENGINEERS: Contract Solutions Group (CSG) is a national provider of continuing education to design professionals, and will provide engineers with documents for use in meeting engineering CE requirements, including states that require pre‐approval of providers offering PE continuing education credits: Florida, Indiana, Maryland, and North Carolina.