About this episode
In this short business-oriented podcast, Bryan breaks down the differences between three commonly confused positions/roles: analyst vs. PM (project management) vs. operations. When you own or work in a small business, you might wear a lot of hats: estimating, writing proposals, troubleshooting, being a customer or coworker's therapist, etc. This work can be organized, and problem-solving roles include analysts, project managers (PMs), and directly responsible individuals (DRIs). Sometimes, the same person might do more than one of these (or all of them), but separate people can do these as long as you know what success looks like for each of these. Analysts gather data (such as costs, labor hours, inventory, and SME interviews) and ask big questions. They don't try to fix the problem right away; their job is to seek ideas, pay attention, document, and organize. They think in terms of stories and problem statements, and technicians can benefit from this type of mindset on service calls. Project managers translate the data, goals, and even the plans, and these people organize those items so that they can be executed in real life: creating checklists, gathering manuals, scheduling, and implementing basic SOP. PMs set a plan, but they have to maintain flexibility and drive execution (but may not be responsible for the outcome). The DRI owns the outcome; this person may or may not be the project manager. If there's a new program, software, or procedure, this person drives those. They are the operator and may not be involved in the analysis or planning, but they own the execution and are responsible for those results. Have a question that you want us to answer on the podcast? Submit your questions at https://www.speakpipe.com/hvacschool . Purchase your tickets or learn more about the 7th Annual HVACR Training Symposium at https://hvacrschool.com/symposium . Subscribe to our podcast on your iPhone or Android . Subscribe to our YouTube channel. Check out our handy calculators here or on the HVAC School Mobile App for Apple and Android