Workshop Program: Effective Management Of Operations For Survey Organizations


Running a survey organization is appears deceptively simple from the outside. On the inside, the complexity of the challenge of managing survey operations is readily visible. In this workshop, we teach you how to identify key operations in your survey organization and show you how to manage them effectively.

Morning Session

The morning session is 3.5 hours long. In the morning session, we show you how to use “cut-across aspects” to identify the common operations in your survey organization. We also teach you how to answer 4 key questions about each operation. We then explain the 3 areas of concern you need to consider when managing operations.

Afternoon Session

The aternoon session is 3.5 hours long. In the afternoon session, we teach you how to use 6 different tools to manage operations effectively. This includes a demonstration of how software tools can be used to handle scheduling, task management, activity tracking and coordination.

What You Will Learn

  1. What You Will LearnHow to identify key operations common to many of your survey projects.
  2. The 4 critical questions to ask about each of your important operations.
  3. The 3 areas of concern for each of your important operations.
  4. How to use 6 tools to manage operations.
  5. How to fix your management meetings.
  6. How to set up activity tracking and pipelines for important operations.

Teacher Bio

Landon has practiced as a licensed land surveyor in Central California and Western Nevada for 15 years. He specializes in providing surveying services to support the design and maintenance of large public works. These public works include dams, levees, canals, pipelines, roads, and railroads. 

Landon has been interested in improving business practices for land surveyors since he first started managing projects over a decade ago. He has spent the last 6 years of his practice overhauling the way 3 different survey organizations handled their operations management.

Landon Blake Business Portrait

Workshop Outline

Part 1: Using Cut-Across Aspects To Identify Operations

  1. What is a “cut-across aspect”?
  2. How do you identify “cut-across aspects”?
  3. What role to guidelines and standards play in operations management?
  4. How is operations management different from project management?
  5. How is operations management different from business strategy?

Part 2: The 4 Key Questions To Ask About Each Of Your Important Operations

  1. What work do we need to get done?
  2. How do we get that work done?
  3. Who performs this work?
  4. Where does this work happen?

Part 3: Carefully Considering Your Key Operations

  1. 3 areas of concern for each operation.
  2. How you can tell if you have major operational problems.
  3. Assessing operational performance in survey organizations.
  4. Dealing with pushback from your team.

Part 4: The 6 Tools For Managing Operations

  1. 6 tools for managing operations.
  2. Running effective meetings in your survey organization.
  3. Setting up and running a messaging system.
  4. Process pipelines and how do they help you manage operations.
  5. How you set-up and use activity tracking for key operations.

Workshop Questions

The workshop will answer these questions:

  1. What is operations management?
  2. How is operations management different from project management?
  3. What role do guidelines and standards play in operations management?
  4. How is business strategy different from operations management, but how are the 2 related?
  5. What is a “cut-across aspect”?
  6. How can you use cut-across aspects to identify key operations?
  7. How do you design operations with to optimize quality, productivity, and coordination?
  8. How can you tell if you have major operational problems?
  9. How do you deal with team pushback when improving operations management?
  10. What role does the project surveyor play in operations management?
  11. How can a department manager delegate a portion of their operational management workload?

Workshop Exercises

The workshop will include the following exercises:

  1. Identifying operations using cut-across aspects.
  2. Setting up a pipeline and activity tracking system for survey operations using Trello.
  3. Managing messaging and coordination for survey operations with Slack.
  4. Implementing a field survey schedule meeting.

Workshop Links

  1. Trello
  2. Slack
  3. Pipefy

Professional Development Hours

You should be able to count 3.5 hours of professional development for the morning session of the workshop and 3.5 hours for the afternoon session of the workshop. This is a total of 7 hours for both sessions. (Please check with your licensing board or certifying authority on the eligibility of this workshop for your specific continuing education requirements.)

Take This Training As An Online Course

This training is offered as an online course for individuals and groups. Certification of course completion is available. If you would like to take this training as an online course, or would like us to offer an online course to your team, please reach out to Landon Blake by e-mail.

Customize This Training For Your Organization

Redefined Horizons can customize this training to meet the specific needs of your organization. We can add or remove topics, craft examples from your practice, and design systems to measure team member learning. If you are interested in customizing this training for your organization, please reach out to Landon Blake by e-mail.

Host This Workshop

Would you like to host this workshop at your organization or in your community? Redefined Horizons teaches workshops across the Western United States. If you are interested in hosting this talk, please contact Landon Blake by e-mail.

We can offer the course at a discount for members of your organization or support a local scholarship of your choice if you host the workshop.