Course Calendar

Project Planning & Closeout | VICA Victoria

Multi-day Course:
Location Title: VICA - Victoria Training Centre
City: Victoria
Cancellation Period: Course Cancellations & Substitutions: 5 Business Days before the Course: Full Refund of Registration Fee. Less than 5 Business Days before the course/Day of the course: Complimentary substitution of another member of your company/team. No refunds or transfers of registration fee.

Exclusive VICA Member Pricing: Pay only $599/registration (SAVE $300!) when you register more than one person! Call us to register and receive this special discount: 1-877-847-6471

This two-day course is designed to take your project management skills to the next level. Successful project management depends on both starting and ending projects well. On the first day, you’ll take a deep dive into the elements of creating an efficient and organized Project Work Plan. On day two, we’ll focus on the basic stages of project closeout and how to reach two of a project’s most difficult milestones: Substantial Performance, and Total Performance. If you’re involved in project management at any level, this is a course you won’t want to miss!

Who should take this course?

Trade Contractors, General Contractors, Project Managers, Superintendents and Foremen – anyone who wants to learn how to better execute project management will benefit from this course.

What will you learn?

Day 1

Using “Milestone Success Planning,” you’ll learn how to develop a plan that clearly communicates the sequence of events required to construct the project and to meet key milestones. This is an important project management tool that can be used to provide information to others about how the project will be managed and constructed, and as a “road map” for the project team.

By the end of day 1 you will create a project plan using “Project Milestone Planning” techniques, and gain an understanding of the elements that create an effective plan. This includes:

  • Identifying Risk and Opportunity
  • Project Scope
  • Contractual Requirements
  • Project Budget
  • Assigning the Best Project Team
  • Site Logistics
  • Sequence of Work
  • Project Schedule
  • Project Resources

Day 2

Day two will focus on the project closeout and how the principles of organizing early, teamwork and communication work together to achieve a successful outcome. You’ll learn the basic phases of closing out a project and the requirements for each phase will be identified and discussed so that you’ll learn how avoid the last 3% of the project becoming 15% of the effort.

Topics covered on Day 2 will include: O&M manual development and tracking, pre-construction meetings, commissioning planning, permits, deficiency, QA/QC management, and more! Participants will be introduced to best practices and “tips and tricks” which will expedite and simplify the takeover of a project by its Owner from the Contractor.

By the end of day 2 you will understand the basic stages of construction close-out:

Phase 1: Pre-Construction Closeout

  • Internal handover
  • Principles of organizing early, teamwork and communication
  • O&M manual development and tracking
  • Closeout requirements and submissions
  • Submittals requirements and submissions
  • Permits

Phase 2: Construction Closeout

  • Substantial Performance requirements both contractually and regulatory

Phase 3: Post Construction Closeout

  • Final Completion requirements both contractually and regulatory

Phase 4: Organizational Closeout

  • Wrapping up and demobilizing from the site

Phase 5: Subcontractor Closeout

  • Financial requirements

Phase 6: Financial Closeout:

  • Internal review and lessons learned


Course fee includes:  Lunch, digital certificate provided upon successful course completion, and course material provided in-class.

Are you a member with one of our partner associations below? Call us directly to access partner pricing on our courses. Make sure to tell us which association you belong to when you call! (1-877-847-6471)

  • ECABC (Electrical Contractors Association of BC)
  • VRBA (Victoria Residential Builders Association)



VICA members, please log in to the website before you register in order to receive your VICA member price on registration OR Call us directly to register (1-877-847-6471).

  • Exclusive VICA member discount: pay only $599/registration (SAVE $300) on this course when you register more than one person! Call us to receive this special pricing.


Course Credits Information
Gold Seal Credits:
2 Gold Seal Credits
Other Credits:
Licensed Residential Builder CPD: Pre-approved for 14 CPD points, Informal
Course Certificates
  • Printable, digital, course certificate will be emailed to students on successful course completion.
  • Gold Seal Certification: 2 Gold Seal Credits
  • Licensed Residential Builder CPD: Mandatory for claiming pre-approved CPD points – full attendance at every course session. Pre-approved for 14 CPD points, Informal
Course Instructor Information

Lee Kelly, M.A.A.T.O., P.GSC, is Founder and President of Constructing Minds Inc., a company dedicated to providing relevant and applicable training to the construction industry.

Lee has boots on the ground experience. With over 30 years of construction management/General Contracting experience under her belt she has gained extensive knowledge and a solid foundation in construction practices, processes and procedures in all contract delivery formats. Lee knows construction because she has built it.

Lee has been a long serving member on the National Gold Seal Committee, has won the Construction Institute of Canada (TCIC) “Chancellor’s Award of Excellence” and has earned certificates in “Teaching and Training Adults” and “Instructional Design”.

Lee’s enthusiasm for training makes her a highly informative, interactive, motivated and sought trainer.

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