Most companies know their processes exist… but very few have them clearly defined, documented, and operationalized. That lack of clarity leads to un-billable time, miscommunication, and inconsistent results.

In this session, you’ll learn how to quickly capture and design processes using the SIPOC Framework, a proven Lean Six Sigma tool that breaks any process into 5 key components. Then, we’ll show you how you can use the framework as a prompt to leverage AI to instantly create an actionable SOP or checklist your team can use immediately.

You’ll walk away with a repeatable method to:

• Clarify how work actually gets done in your company.
• Break down complex processes into simple, shareable steps.
• Take what’s in the heads of your employees into SOPs and checklists that drive consistency and accountability.

Whether you’re running lighting projects or managing back-office logistics, this session gives you the framework to move from “tribal knowledge” to scalable, documented processes.

Delivering lighting successfully requires more than installing fixtures—it demands a clear framework of responsibilities across designers, integrators, electricians, and contractors. This session highlights why role definition is essential to protecting design intent, avoiding miscommunication, and keeping projects on track. Attendees will learn how to use tools such as Lighting Fixture Responsibility Charts to clarify scope and accountability from project kickoff through closeout.
 

By mastering the art of defining and communicating boundaries, project managers can minimize conflicts, reduce rework, and preserve profitability. The session provides practical strategies for setting expectations with other trades and ensuring the integrator’s role is understood, respected, and valued throughout the project lifecycle.

Missed handoffs, unclear ownership, and “I thought they were handling it” moments derail lighting projects every day. This session introduces a Responsibility Matrix, a modern take on the RACI framework, to clearly define roles, responsibilities, and handoffs across your lighting workflow. After learning how to use the tool, you’ll work through one designed around a standard lighting fixture installation project to helping you quickly identify gaps and overlaps, clarify task delegation, and even see where your next hire should be.

Fixture procurement introduces a host of new responsibilities for integrators—logistics, coordination, and financial risk that extend well beyond traditional AV project scopes. This course walks participants through best practices for ordering, staging, and delivering lighting fixtures in a way that reduces errors and supports smooth installation. Topics include pre-order coordination with electricians, managing millwork dependencies, and implementing staggered delivery for high-value components such as trims.
 

Attendees will gain a repeatable framework for reducing costly mistakes, protecting profit margins, and improving client satisfaction. By adopting documented procurement workflows, project managers can transform fixture delivery from a risky obligation into a strategic advantage for their businesses.

Linear lighting offers incredible design possibilities but presents unique challenges in ordering, staging, and installation. This session equips project managers and engineers with strategies to manage these high-risk components effectively. Topics include early coordination with millwork and general contractors, choosing between factory-assembled, raw, or hybrid approaches, and field-verifying dimensions before releasing orders.
 

Participants will also learn best practices for labeling, kit structuring, and phased delivery to avoid costly errors and reorders. By approaching linear lighting with the same rigor applied to automated shades, integrators can reduce risk, improve installation accuracy, and deliver flawless results on some of the most technically demanding aspects of residential lighting projects.