Business Session Plan
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johnleeke
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Joined: 20 Aug 2004
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Location: Portland, Maine, USA

PostPosted: Wed Nov 29, 2006 1:43 pm    Post subject: Business Session Plan Reply with quote

(Plan Version: 1.2, Update: 1/26/07)

Windows: Small Shop Business
Thur. 2:30-3:30pm, 3/8/07, one hour conference session

See the TB website announcement (about 3/4 down the webpage):
http://www.traditionalbuildingshow.com/RandR/event/Boston2007/Thurs.shtml

By the end of January we should have the important work of refining our outline for content of the session done. We can begin with the items listed under "Session Content" below. If you have a point to make or story to tell that relates to this content, please post a reply to this message and tell us what it is.

Doing the session itself during the conference will be as simple as all of us showing up for the session, and participating in the discussion I will lead.

Following is the proposal submitted to Judy Hayward, the conference organizer. It has been accepted by her and the conference. As we develop our detailed plan for the session I will revise and update this message. Please give this some study and post your comments and questions.



TRADITIONAL BUILDING CONFERENCE
Entry Proposal Form

Name of Submitting Presenter: John Leeke

Title: American Preservationeer

Organization: Window Restoration Alliance

Address: 26 Higgins St, Portland, ME 04103

Phone: 207 773-2306

Email Address: johnleeke@historichomeworks.com

Proposed Presentation Title: Windows: Small Shop Business

Target Audience:

X Architects
X Conservators
X Contractors/Trades
X Property Owners/Mgrs.
X Other: Homeowners

Level of Understanding Required for Content:

X Intermediate(Some experience; general to specific content)
X Advanced(Narrow focus for seasoned practitioners)
Length of Proposed Session: 60-minute Seminar


Instructional Format (check all that apply):
X Panel Discussion

Audio-Visual Requirements:

-- lavalier mic (with long cord, or cordless) for the panel discussion leader
-- two corded handheld mics for the panelists
-- ditital projector with "analog VGA" input and cable
-- projector screen

I will use my own laptop PC that has an "External Monitor/Projector Analog VGA" port. I will bring my powerpoint file on a CD as backup, so you may want to have a setup that can use a CD --J.Leeke



Session Content


What are the top three (3) to five (5) things the audience should know - be able to do - after attending your session?

1. Recognize the character of effective window specialists, and the quality of their work.

2. Independent tradespeople and small shop owners will hear about the successes, trials and tribulations of their compatriots.

3. Both building professionals and homeowners will learn how to do business with these tradespeople and small shops more effectively.



Brief Description of Proposed Presentation (75-100 words to be used as a basis for promotional copy):

Windows: Small Shop Business

Most of the window preservation work across America is done by the independent tradesperson or small shop operators. Knowing how to repair and maintain windows is important, but operating a business that produces effective results is critical. Learn how a group of independent window specialists right here in the northeast are co-operating to bring their skills and knowledge to this specialized market. Members of the Window Restoration Alliance describe their successes and difficulties in producing some of their best window work to date. Learn insiderís details about a range of projects from the noted Touro Synagogue, a National Historic Site in Newport, Rhode Island, to more typical residential projects. John Leeke, American Preservationeer, leads this panel discussion with audience participation to explore the window preservation market place.

Content & Discussion Points:

- Brief description and slides of how Alliance members worked together on the Touro Project, and a description of a more typical residential window preservation project.

- How can small shops effectively co-operative and share work on big projects?

- What is a typical residential project?

- Are we competing with each other or are we sharing a market where there is plenty for everyone?

- Why is craft work that depends on worker skill and knowledge difficult for professionals to specify?

- How can costs for this work be accurately estimated?

- How do you organize your business to make a profit with window work?

- How can quality be assured on window preservation work?


Format: This session is organized as a panel/audience discussion

Follow Up and Continuing Support: John Leeke will provide ongoing support for this sessionís panelists and audience for a period of three months after the conference. This will be provided online over the internet with a pro-active discussion forum that includes text and digital photos, and a monthly online live video conference. (see examples at www.HistoricHomeWorks.com).


Resources:

Moderator: John Leeke, American Preservationeer

Panelists:
Steve Swiat, Northwood Restoration Shop, Getzville, NY
James M. "Pat" Patrick, Old Town Repair, Marblehead, MA
Dave Bowers, Old Window Restorers, Weare, NH
Jade Mortimer, Heartwood Building & Restoration, Hawley, MA
Andy Roeper, Winn Mountain Restoration, Lyndeborough, NH
Alison Hardy, Window Woman of New England, Topsfield, MA
(at least one more, to be confirmed)

Audience: any number


Last edited by johnleeke on Sun Jan 28, 2007 1:31 pm; edited 4 times in total
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johnleeke
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Joined: 20 Aug 2004
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Location: Portland, Maine, USA

PostPosted: Wed Nov 29, 2006 1:58 pm    Post subject: Jade: Permissions Reply with quote

Jade, could you please touch base with your Synagogue contacts and ask for permission to talk about their project. We want to talk about:

--the importance of their building and preservation project

--the good quality of the work you and Steve did there

--the business side of the relationship you had with the Touro organization, in particular, how the project learned about you and your work, the "give and take" on the technical and business side

--if possible, it would be highly benificial for us to be able to talk about the costs of the window work, but we would understand if you or the Touro organization did not want us to get into the dollars.

_________________
John

by hammer and hand great works do stand
by pen and thought best words are wrought
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johnleeke
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Location: Portland, Maine, USA

PostPosted: Wed Nov 29, 2006 1:59 pm    Post subject: Touro Photos & Drawings Reply with quote

Who has photos and drawings of window work on the Touro project?

Can we show a few of them during the session?

_________________
John

by hammer and hand great works do stand
by pen and thought best words are wrought
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jade



Joined: 11 Feb 2005
Posts: 785
Location: Hawley MA

PostPosted: Wed Nov 29, 2006 7:17 pm    Post subject: Reply with quote

ok, so now i am getting nervous...i may be a loud mouth, but public speaking is not something i am comfortable with...i'm getting stage fright...
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johnleeke
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PostPosted: Wed Nov 29, 2006 10:30 pm    Post subject: Reply with quote

Jade:

OK, don't worry. Let's talk on the phone and get this in line with what you feel comfortable with. You don't have to do any public speaking at all if you don't want to.

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John

by hammer and hand great works do stand
by pen and thought best words are wrought
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sswiat



Joined: 01 Sep 2004
Posts: 231
Location: Cambria, New York

PostPosted: Wed Nov 29, 2006 11:05 pm    Post subject: Reply with quote

Hey John & Jade:

I will be good with doing/assisting with the presentation.

I should have some Touro drawings and photos of work in progress detailing the condition and repairs to the sash. I know I sent a bunch of copies to the CM. As for the pictures I will have to check for kids'n'cages... (inside joke)
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johnleeke
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PostPosted: Thu Nov 30, 2006 9:49 am    Post subject: Touro Photos Reply with quote

Steve:

Touro Photos: That's good. We need no more than just 5 or 10 images. The following would be good, but whatever you have is OK: an overall view of the building, an overall shot of a typical window, a few detail shots of work underway, onsite or in the shop--views of you or Jade doing work would be excellent. A few of project documents, such as a spec drawing, a shop-drawing or work-sketch, etc. If you'll send me the images or copies of documents I can make these into slides.

Presentation during the session: You and/or Jade could show the slides and just say a comment about each one, and make any points you like. Total time might be 5 or 6 minutes. If either of you are nervous about speaking I can do it.

The main point to bring out in the discussion following the presention is how Jade and Steve worked together for a successful completion. I'll ask you each questions that lead to and explore this point. Please let me know how you did work together so I know what questions to ask.

_________________
John

by hammer and hand great works do stand
by pen and thought best words are wrought


Last edited by johnleeke on Thu Nov 30, 2006 10:50 am; edited 2 times in total
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johnleeke
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PostPosted: Thu Nov 30, 2006 10:30 am    Post subject: Additional Presentations Reply with quote

Additional Presentations:

Now, we could also use a couple of similar brief presentions for residential projects.

One that shows a limited project, perhaps refurbishing one window, or a round of light maintenance on a few or several windows;

and one that shows a major project, involving many or all the windows in a house.

Detail photos should show why our work has higher quality than that offered by the main-stream construction industry.

Keep in mind that it is polite (and necessary) to get permission from customers to show photos of their homes in a public venue like this conference. A customer might think its OK, but would not want their name and town mention. Another customer, like an historic house museum open to the public, might want their name prominently displayed. Also, since our main topic is the "business side" of window work your customer should expect some comments on that, such as:

- how your customers find you

- what kind of contract you use (provided by you or by the customer, verbal, written, standard AIA, ???)

- how you keep track of the business side of things during a project (work progress, payments, completion)

It also occurs to me that you could show a brief presentation on a couple of our workshops. (this would be good for alliance members who do not have a suitable project to show) Be sure to include overall view, details of work under way, photo of you at the workbench, at your desk or in your office, or at a worksite on the phone with a clipboard in your hand "doing business."

If you want to show your project or shop, post a message describing your presentation by clicking "Post Reply" below.

_________________
John

by hammer and hand great works do stand
by pen and thought best words are wrought


Last edited by johnleeke on Wed Jan 03, 2007 5:20 pm; edited 1 time in total
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sswiat



Joined: 01 Sep 2004
Posts: 231
Location: Cambria, New York

PostPosted: Mon Dec 04, 2006 1:59 am    Post subject: Reply with quote

John:

The only photos I have are documentation of the sash repairs on the 240 year old sash. They were taken for historical record of the condition and how they were repaired. There are no photos of Jade or I working on them.

There will be no photos of any site work as the windows were removed and installed by the construction crews. We only did the sash repairs.
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johnleeke
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PostPosted: Mon Dec 04, 2006 10:01 am    Post subject: Reply with quote

Steve:

OK, that sounds good, I'm just fishing here. Up to 5 or 6 shots showing the work, before, during & after, if that's what you have. It's all part of the story of your work on the project: sash only, documentation for historical record, etc--all good. See if you can upload a couple of them here (click on "Add an Attachement" below) so we can see what they are like.

I'll check my photos too. I've been to Jade's shop twice, and I must have taken photos. I think the first time she may have even been working on Touro windows, now that I think if it.

_________________
John

by hammer and hand great works do stand
by pen and thought best words are wrought
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johnleeke
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PostPosted: Tue Jan 16, 2007 10:22 am    Post subject: Presentation Example Reply with quote

Our compatriot, Amy McAuley, is busy saving windows in Oregon:

http://archives.seattletimes.nwsource.com/cgi-bin/texis.cgi/web/vortex/display?slug=restoration14&date=20070114&query=niche

a fascinating article about a knowledgeable window specialist and the business side of her small shop.

This is exactly the type of shop/business description we need for at a least a couple of us in this session's presentation.

We can use this article as an example, model and outline. Simply substitute in your name, facts, photo, descriptions etc. Of course, don't copy it word-for-word, just use it to get ideas on what to say about yourself.

Write up yours and post it here so we can discuss it and use it for the session. Two or three photos of you in your shop, or working on a project would be good. (we can show these as slides during the session)

Remember, this is your chance to tell a very actively interested audience about what you do, who you are, and how you like to do business. Many of these people are your future customers and colleagues--step up and introduce yourself!

We need at least two, three would fit.

_________________
John

by hammer and hand great works do stand
by pen and thought best words are wrought
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