Please join us on Thursday, May 26th for this wonderful educational program:

Managing Risk through Effective Communication and Documentation

Good communication can help ensure a project’s success, while poor communication can lead to disputes and claims. Documentation creates the narrative of the project, beginning with contract formation and negotiation, flowing through kick-off meetings and project initiation, and becoming very formal during the construction phase. This program reveals both pitfalls and best practices in communication and documentation throughout a project’s lifecycle. You’ll also gain an understanding of cautionary words, examine a proven change-management model, receive ready-to use project templates, and learn how proactive communication and consistent documentation can help you manage risk and deliver successful projects.

Learning Objectives
1. Learn risk management fundamentals for design professionals and learn, through real-life examples, how poor documentation and breakdowns in communication can lead to disputes and claims
2. Review documentation triggers in key areas throughout a project’s lifecycle and be able to establish a proactive project communication plan that can be tailored for varying projects
3. Examine best practices for establishing a record-retention policy, email communications, sustainability and BIM documentation, implementing a change management model, and CA-phase documentation pitfalls
4. Be able to create a library of project management templates to establish a consistent documentation management program within their practices

Presented by:

Diane Mika
Vice President, Director of Risk Management Education
DMika@BerkleyDP.com | (831) 293-6243

Diane has over 25 years of experience in A/E professional liability insurance, focused on risk management and loss prevention education. She holds a bachelor of science degree in organizational behavior and is also a certified instructional designer. In her career, she has led in-depth claims studies to reveal the breakdowns in business practices that can lead to risk exposure, translating that heightened awareness of the risks that design professionals face into meaningful education programs. Since 2014, Diane has led the development of the award-winning BDP Risk® Learning Management System for Berkley Design Professional, as well as the creation of risk management resources and education programs to help architects and engineers improve project management practices, enhance business performance, and reduce exposure to claims.