With the rapid changes and developments experienced in capital equipment over the past few decades we have reached the point where the skills and the knowledge of our technicians is the critical difference in developing and maintaining our relationships with our customers. This has included changes in machine design, computerization of componentry, telematics, and the use of exotic materials. Additionally, the technology within dealer management systems continues to progress at a rapid pace with VoIP, AI, and “smart” systems to name just a few.

The Rental Industry Technician comprehensive skills assessment covers the four major areas of equipment; Engine, Drive Train, Hydraulics and Electrical. In creating this assessment, we have into consideration the major manufacturers. The Rental Industry Technician assessment recognizes that it is not necessary for these technicians to be able to have the skills to repair and rebuild major componentry.

We have created thirty multiple-choice questions within each of the four categories above. The results from the CSA, Comprehensive Skills Assessment, categorize the skills and knowledge of the individual being assessed, into one of our four levels of accomplishment: Developing, Beginning, Intermediate, and Advanced.

These assessments can be used, in conjunction with background checks and interviews, to screen applicants before they are hired. They should also be used in the annual performance review with each employee. They can even be used as a foundation piece of information related to the wages and salaries paid to the employees. Finally, and this is the genesis of the creation of the comprehensive skills assessment, these assessments have been developed to be used to create a specific technical training program for each employee in the repair and maintenance business.

Before we can be of any value to anyone else we have to be of value to ourselves. That is an old adage, but it still rings true. Ignorance is not knowing what to do. How can we know what to do if we don’t understand basic finance? This is especially true within the labor business, where the technicians look at their hourly wage and compare it to the labor rate charged to the customer.

We will expose and explain all aspects of the operating statement, the balance sheet and the cash flow forecast. These are the three major documents in the world of finance. We will define and describe all of the terms the accountants use. There will be no mystery to basic finance when we are finished. We will explain cost of sales and what it consists of, as well as all of the various expense elements. Personnel Expenses, Operating Expenses, and Fixed Expenses are discussed so that everyone will be able to understand and accept how and why money is spent and how we make it.

The fundamentals of basic finance have been a mystery for too many people for far too long, especially in the labor business. This program gets past that so that the employees in a parts business will understand the effect of each of their decisions.

The management and supervision in business is in many cases misunderstood. You manage process but you have to lead people. Often, we get consumed by our need to improve our processes. Since the 1980’s with the “Japanese” continuous improvement movement we have been obsessed with eliminating non-value added, tasks and processes. But what have we done to inspire management to improve their ability to lead their employees.?

Leadership is a complicated function. It involves compassion, courage, trust, integrity, commitment, loyalty, inspiration, and communication. A true leader will take people to places that they would not have gone to on their own. This program explores the true meaning of leadership and talks about differing leadership styles and their impact on performance.

Leadership has to ensure that the day to day operations are performing and at the same time they must focus on the future. They also have to understand and accept how important managing change is to improvement. They have to be able to look at their businesses with “fresh eyes” to ensure that they can identify and eliminate their “sacred cows.” This is a critical class for anyone in a leadership position.

Have we completed the transformation of the inventory from being managed by people to being controlled by systems? This program will reintroduce the fundamentals of Inventory Control so that everyone can understand why we have the parts we have, and don’t have the parts we don’t have. In the market today, customers are demanding more service from suppliers, and suppliers are shrinking assets at the same time. That is quite a contradiction and one which is impossible to explain without knowledge of the subject. How do we expect the customer contact personnel to be able to serve customers without understanding Inventory Management? This class solves that problem.

The basics of order point and order quantity theory will be discussed and explained in a style that is simple and clear. Lead times, order costs and carrying charges will be exposed and details given as to their content. The fundamental metrics to employ to maintain control of the performance from the inventory rules in the dealer business system will also be covered.

Finally, the Backorder Analysis function will be described in detail such that the participants can proceed from the webinar to the operation and conduct this analysis to determine what it is that is causing backorders and what they should do about it. The program will provide you with the understanding and tools necessary to manage a parts inventory more effectively.

There are some fundamental truths about people and their work: everyone wants to do a good job, everyone can do more than they think they can, and everyone is fundamentally lazy. In management and leadership we have to deal with the people and the processes. That is the job. You lead people and you manage the process.

The job of the manager or supervisor starts with the basic job function description and moves on to standards of performance. Everyone has to understand what is expected of them, as well as accepting that what is expected of them is both achievable and important. The various aspects of management are exposed in this power program.

In dealing with people, you also will need to be able to communicate with the employees.  In this program we explore two of the main forms of communications: praise and criticism. This part of interpersonal relations can be learned. These are skills that can be learned by following a simple plan. We discuss this plan in detail, which has many common elements with both praise and criticism to provide you with a better ability in working with your employees.

With the rapid changes we have experienced in our industry, we have reached the point where the skills and the knowledge of our employees is a critical difference in developing and maintaining our relationships with our customers. The changes we face include machine design, computerization of componentry, telematics, and the use of exotic materials. Additionally, the technology within dealer management systems continues to progress at a rapid pace with VoIP, AI, and “smart” systems to name just a few.

The comprehensive skills assessment covers all of the topics and subject matter required in the course of performing the Parts Management job function. In assessing a Parts Manager, we have taken the 750 questions that comprise the final assessment from all of the classes offered for Parts Managers and boiled them down to ninety essential questions. Each question has an answer within a multiple-choice selection.

The results from the CSA, Comprehensive Skills Assessment, categorize the skills and knowledge of the individual being assessed, into one of our four levels of accomplishment: Developing, Beginning, Intermediate, and Advanced.

These assessments can be used, in conjunction with background checks and interviews, to screen applicants before they are hired. They should also be used in the annual performance review with each employee. They can even be used as a foundation piece of information related to the wages and salaries paid to the employees. Finally, and this is the genesis of the creation of the CSA, the assessment has been developed to be used to create a specific employee development program for each employee in the parts and service business teams.