CBBEL
PM Development Program
AEC LEAD / Zweig Group
CBBEL PM Development Program

Onsite 1, Program Launch

Tuesday 15 September 2026 · Rosemont · 10:00 to 16:00
Who
Martin, Bryan, Lee
Projects
4
Questions
13
You leave with
2 phases planned
Access

The code opens the worksheets, the worked example, the project detail and the thirteen questions. The plan for the day is below, and you do not need the code to read it.

One day on one skill: turning a contract into a plan somebody can actually run. We work on your real projects, with your real numbers, and you leave with the first contract phase of both of your projects planned. No slides.

Bring your laptop, your fee workbooks and your calendar. You will open the AVG tab of your own workbook at 11:15, and the weekly slot you commit to goes into your calendar before you leave the room.

Today

One day, six blocks, thirteen questions. Every question runs the same way: we ask it, we discuss it, we write down what was resolved, and we say what happens next. Nothing else.

10:00 to 10:25
Ownership. Who priced each project, who runs it now, and signing that in writing.
All four
10:25 to 10:30
Set up. Laptops, portal, workbooks.
All four
10:30 to 12:00
The four questions. Run once, together, on one real phase of one of your projects. Break at 11:10.
All four
12:00 to 12:40
Lunch. Lee leaves.
12:40 to 13:55
1:1. Finish that phase, then run the four questions on your other project without help.
Martin
13:55 to 14:10
Break.
14:10 to 15:25
1:1. Same sequence.
Bryan
15:25 to 16:00
Resolve and plan. Commitments, the planning standard, the decisions, the dates.
All four
What you leave with

Two contract phases planned. The first phase of each of your two projects, started in the Contract to Plan portal under your own name. One built with the coach, one built on your own.

A signed ownership statement on each project. One line, dated, countersigned by Lee.

A 30 day commitment and a weekly slot. One sentence somebody else can check, and a recurring entry in your own calendar.

What to bring
01Your laptop, charged.
02Your fee workbook for both of your projects. You will open the AVG tab at 11:15.
03Whatever you have already built in Deltek. We refine it rather than starting over.
04Your calendar, open.
Why the planning happens outside Vantagepoint today

Licenses are live but there is no documented house standard yet for how CBBEL structures a plan at phase and task level. Building inside the tool before that standard exists would teach the buttons and lock in a structure nobody agreed to.

So today the plan gets built in the Contract to Plan portal, grouped by contract phase, and keyed into Vantagepoint afterwards once the standard is signed off. Same thinking, no rework.

What stays private

What is said in a 1:1 stays in the 1:1. Your behavior and your progress get reported to leadership. The content of the conversation does not.

Lee leaves at noon and comes back at 15:25. That is what makes the rule true rather than just stated.