A six-module workbook-led learning path
Contract & Claims Management Training
A practical learning path for project managers, contract administrators, procurement teams, and business leaders. The six modules move from understanding contract language to preparing, drafting, and responding to claims.
The outline is available now. Module One includes Lessons 1–8 followed by a Module Recap; Module Two includes Lessons 1–6 followed by a Module Recap; Module Three includes Lessons 1–8 followed by a Module Recap; Module Four includes Lessons 1–8 followed by a Module Recap; Module Five includes Lessons 1–10 followed by a Module Recap. These video playlists are available in the protected learning area. Videos for Module Six are coming soon. Companion Workbook owners will register once through an automatic workbook registration, then sign in with a protected personal email link. No Amazon order review is involved. Automatic registration is being prepared and may not be open yet.
Explore the six modulesPractice, review, apply.
The curriculum follows the Companion Workbook & Study Guide’s six modules. Each module includes learning objectives, key terms, eight review questions with an answer key, and two practical exercises. Module 6 also contains four case studies. The complete questions, answer key, exercise instructions, and workbook pages remain in the companion book.
The five-part series provides background and deeper reference. Its book chapters are supporting reading, not separate course lessons.
This page is a curriculum outline. It does not provide the workbook’s questions, answer key, exercise pages, or downloadable files.
Six modules from contract language to claims response.
Module 01 videos available
MODULE 01
Fundamentals of Contract Language and Risk Reduction
Read and interpret contract language, understand agreement structure, and recognize how contract types and clauses allocate risk.
Topics
- Formation
- Interpretation
- Contract structure
- Risk allocation
Practical exercises
- Contract Type and Formation Audit
- Structure and Clause Risk Checklist
Review and reinforce
Eight review questions and an answer key are in the workbook. Contract formation, contract types, interpretation principles, ambiguity, and the role of common terms.
Module 02 videos available
MODULE 02
Mastering Notices, Waivers, and Change Orders
Use timely written notice, understand waiver effects, and manage contract changes through a documented approval process.
Topics
- Notice requirements
- Waivers
- Change orders
- Written records
Practical exercises
- Notice Letter Build
- Change Order Checklist
Review and reinforce
Eight review questions and an answer key are in the workbook. Notice timing and delivery, notice-letter elements, waiver risks, and systematic change control.
Module 03 videos available
MODULE 03
Documentation Best Practices for Claims Prevention and Defense
Create reliable project records, control documents and revisions, document events, manage RFIs, and support a clear claim narrative.
Topics
- Document control
- Project events
- RFIs
- Claim letters
Practical exercises
- Document Control Audit
- Claim Letter Draft
Review and reinforce
Eight review questions and an answer key are in the workbook. Useful project records, document control, event documentation, RFI handling, and claim-letter support.
Module 04 videos available
MODULE 04
Managing Subcontractor Claims and Disputes
Review subcontract obligations, manage performance, prevent avoidable disputes, and use the contract’s escalation and resolution process.
Topics
- Subcontract terms
- Performance
- Flow-downs
- Dispute resolution
Practical exercises
- Subcontract Provision Audit
- Claims-Prevention Checklist
Review and reinforce
Eight review questions and an answer key are in the workbook. Subcontract terms, flow-down obligations, performance management, escalation, and dispute-resolution choices.
Module 05 videos available
MODULE 05
Effective Communication and Relationship Management for Subcontract and Procurement Success
Improve subcontract and procurement coordination through clear roles, useful meetings, open communication, and prompt issue resolution.
Topics
- Team communication
- Meetings
- Roles and responsibilities
- Early resolution
Practical exercises
- Build a Responsibility Matrix
- Draft a Project Kickoff Meeting Agenda
Review and reinforce
Eight review questions and an answer key are in the workbook. Relationship practices, meeting design, role clarity, communication barriers, and issue escalation.
Module 06 video placeholder
Recording not published. Placeholder only; this panel does not play a video.
MODULE 06
Preparing, Drafting, and Defending Claims
Prepare for claims, connect contract requirements to evidence and impact, draft claim documents, and develop a reasoned response.
Topics
- Claim readiness
- Evidence
- Claim documents
- Response strategy
Practical exercises
- Claim Readiness Audit
- Draft a Notice and Claim Letter
Review and reinforce
Eight review questions and an answer key are in the workbook. Claim types and causes, preparation, effective claim drafting, response strategy, and case analysis.
Four case studies
- Delay Claim
- Defective Equipment Claim
- Nonconforming Work and Delay Notice
- Damage to Underground Utilities Due to Subcontractor Negligence
Take the next step.
The Companion Workbook & Study Guide is the source for the six-module exercises and review questions. The facilitator guide and workshop materials in the resource library are separate products.
- Companion Workbook on Amazon
- Explore the five-part series
- View facilitator and workshop materials
- Request an introductory conversation about team training
Educational content only, not legal advice or a substitute for advice from qualified counsel. No certification or continuing-education credit is represented.