Installer Certification Program · Level 1
Your Certification Journey
A complete 4-week blended learning program. Videos, virtual showroom, field training, and a final exam. Facilitated by Stephanie & Brendon. Done = every employee is Level 1 certified.
🗺 Rock Map Context
Rock
Installer Certification Level 1 — deploy to team
Champion
Stephanie
Quarter
Q2 2026 · Launched Q1 2026
Facilitator
Brendon (field) · Stephanie (program)
Success Metric
100% of installers Level 1 certified by Q4 2026
Standards
AAMA + OSHA aligned · 80% pass threshold
Facilitator Pre-Session Checklist
✓
Share this training hub link with the employee
Send the URL. They can follow along on their own device or you share screen.
✓
Watch Video 1 together — Welcome to Installer Training
Navigate to Video Library → play "Welcome to Installer Training Certification"
✓
Walk through Virtual Showroom · call out all 3 zones
Open Matterport, identify product display areas, training walls, La Cantina.
✓
Complete Week 1–4 modules with AI tutor Q&A
Use the AI assistant in each week's panel. Employee asks questions, you guide discussion.
✓
Watch Case Study video — 712 Golfmore
Video Library → "Installer Certification Overview Case Study 712 Golfmore"
✓
Administer Certification Exam (80% to pass)
Exam panel → employee completes independently → review wrong answers together.
✓
Issue Certificate · Log in Trainer Dashboard · Notify Josh/Becky
Screenshot cert page. Update employee row in Trainer Dashboard.
Module 01 · Video Library
Training Videos
Three edited videos are ready to embed and upload to YouTube. Raw footage from Devon's phone is the next editing priority. Watch in order — they build on each other.
Ready to Publish · Edited Videos
▶
Welcome & Orientation
✓ READY
~5-8 min
VIDEO 01 · START HERE
Welcome to Installer Training Certification
The program kickoff video. Sets expectations, introduces the certification tiers, and explains how this training connects to the MVWD Way. Stephanie introduces the program.
▶
Field Case Study
✓ READY
~7-10 min
VIDEO 02 · CASE STUDY
Installer Certification Overview — Case Study 712 Golfmore
Josh leads a real job walkthrough. Blueprint overlays, team feedback from Brendon and Brian, and the real install process documented live.
▶
Tools & Equipment
✓ READY
~5 min
VIDEO 03 · EQUIPMENT
Know Your Equipment
Required tools, how to use them safely, and MVWD standards for equipment setup on a job site. Essential before any hands-on practice.
Raw Footage · Needs Editing (Devon's Phone)
▶
Raw · IMG_3892
RAW
RAW 01 · 712 GOLFMORE SITE
IMG_3892 — Field Footage
Raw job site footage from Devon's phone at 712 Golfmore. Source material for case study + install sequence clips.
▶
Raw · IMG_3893
RAW
RAW 02 · 712 GOLFMORE SITE
IMG_3893 — Field Footage
Continuation footage from same job site. Tight corners + planning walkthrough referenced in Josh's action item at 3:17.
▶
Raw · IMG_4044
RAW
RAW 03 · CERTIFICATION CLIPS
IMG_4044 — Certification Documentation
Video clips taken throughout the week for certification training use. Referenced in the 712 Golfmore edited case study.
Planned Videos · Not Yet Shot
📷
Not Yet Shot
TO FILM
VIDEO 04 · PLANNED
Sub-Installer Videos — Per Brand
Record with trusted sub-installers (Keith/Nic + Andersen) explaining how they install — one per brand. Devon + Crystal championing (Q2 2026 Rock idea).
📷
Not Yet Shot
TO FILM
VIDEO 05 · PLANNED
Andersen Training Event at Turkey Toe
Capture the Andersen training event planned through Turkey Toe (Devon, Q1 2026 Rock). Film for use as Level 2 training content.
📋 Case Study Action Items — 712 Golfmore
From the plan doc: "Plan for videos centered around Josh tour from week of work"
1:53
Certification Training Documentation — Compile and share video clips taken throughout the week for internal certification training on the Mountain View window and door project.
Josh
3:17
Blueprint & Job Site Plan Overlay — Overlay blueprints from Bluebeam with the actual job site layout to address tight corners and ensure accurate pricing and planning.
Devon, Josh
7:30
Team Feedback for Process Improvement — Gather feedback from Brendon and Brian on what is needed to build a better MVWD process for future projects.
Josh
Module 02 · Virtual Experience
Denver Showroom — 3D Tour
Walk through the Denver Experience Center in Matterport. Every product display, training wall, and install reference zone is here. Use this before the field — and link it from your YouTube descriptions.
MVWD · DENVER EXPERIENCE CENTER · 3D VIRTUAL TOUR
Tour Hotspots · Find These During Your Walkthrough
Weather Shield Displays
Main WS display wall. Note mounting method and trim detail — mirrors Q3 2023 install sequence.
→ Connects to Video 03
Retrofit Training Walls
Built during Q3 2023 rock by Jon's team. Study the build sequence — this is what Week 3 hands-on practice mirrors.
→ Connects to Week 3 Module
La Cantina Bifold Area
Highlighted in Q4 2023 lessons learned AAR. Note reinforced RO and leveling requirements.
→ Connects to Video 02 Case Study
Andersen Display Zone
Current Andersen product display post Q4 2023 install. Used for sales and training demonstrations.
→ Connects to Video 04 (planned)
Security Camera Layout
The Q2 2023 Devon rock — security cameras installed, now documented in the 3D space for reference.
→ Historical reference
Drone Footage Zones
Interior drone footage updated in Q4 2023 (Jon + Matterport). These feed the virtual tour you're watching now.
→ This tour!
🎯 Virtual Tour Objectives (Complete Before Continuing)
✓
Identify 3 product display areas — name the manufacturer for each
✓
Locate the retrofit training wall and describe the install sequence visible
✓
Find the La Cantina bifold — note what makes its RO different from a standard window
✓
Discuss with facilitator: how does seeing this in 3D help before the first field visit?
Week 1 · 3 Hours
MVWD Systems & Basics
Understand the MVWD product ecosystem, core install components, and how certification connects to company goals. Complete the module quiz by end of week.
📚 Week 1 Topics
✓
What is MVWD? — Company overview, the CCW, and where installers fit
2 hrs online · Watch Video 01 (Welcome) · ▶ youtu.be/JiyCRLS1G2k
✓
MVWD product lines — know the brands, their install differences, and who specs what
Expand each brand below to explore resources and links
Andersen
Weather Shield
La Cantina
Fleetwood
Euroline
Links coming soon — add install guides, spec sheets, and training videos here.
✓
Certification tiers overview — Level 1, 2, 3 expectations
Review the MVWD_Installer_6_Month_Tiers_Proposal doc in SharePoint
✓
Live Q&A session with Stephanie or Brendon — 1 hr
Ask anything. No wrong questions in Week 1.
AI Tutor · Week 1 — MVWD Systems
AI
Welcome to Week 1! Ask me anything about MVWD products, the certification tiers, the CCW process, or how your role as an installer connects to the company's goals. What do you want to understand first?
Week 2 · 3 Hours
Safety & Regulatory Standards
OSHA guidelines, PPE requirements, and MVWD's Lead Carpenter (LC) principles. No installer takes the field without passing the safety baseline.
🦺 Week 2 Topics
✓
OSHA standards applicable to MVWD installation — 2 hrs compliance training
Watch Video 03 (Know Your Equipment). Review AAMA guidelines from MVWD_Installer_Training_Industry_Best_Practi doc
✓
PPE demonstration — glasses, gloves, hearing protection, hard hat on active sites
Hands-on demo with Brendon · 1 hr safety simulation
✓
Lead Carpenter (LC) principles — ownership, communication, documentation, cleanliness
✓
Watch: Housekeeping on the Jobsite
✓
Incident reporting protocol — same-day to LC, logged in Method under WO
✓
Pass safety quiz before proceeding to Week 3
📋 Safety Quiz — 30 Questions
▼
AI Tutor · Week 2 — Safety & LC Principles
AI
Week 2 covers the non-negotiables. Ask me about OSHA requirements, PPE specifics, Lead Carpenter responsibilities, glass handling safety, incident reporting, or run through safety scenarios.
Week 3 · 7 Hours
Installation Procedures
The heart of the program. 3 hours of video tutorials (including the 712 Golfmore case study) plus 4+ hours of hands-on practice. Submit a recorded practice installation before the final week.
🔧 Week 3 Topics
✓
Watch Video 02 — Case Study 712 Golfmore with Josh · 3 hrs video tutorials
Blueprint overlay at 3:17 is critical — how do tight corners affect pricing and planning?
✓
Retrofit install sequence — insert, full-frame, sash replacement
✓
New construction sequence — RO verification → sill pan → unit install → air seal → WRB
✓
4+ hours hands-on practice with Brendon on site
✓
Submit recorded practice installation video for review (required for certification)
AI Tutor · Week 3 — Installation Procedures
AI
Week 3 is where installers get their hands dirty. Ask me about retrofit vs. new construction sequences, product-specific install differences (Andersen, WS, La Cantina), flashing details, air sealing, or walk through a scenario from the 712 Golfmore case study.
Week 4 · 4 Hours
QA & Customer Interaction
Post-installation inspection protocols, customer communication standards, and the CCW completion process (Sections 6–7). Then: the final certification exam.
✅ Week 4 Topics
✓
Post-install inspection protocol — punch list, water test, customer sign-off
1 hr QA training
✓
Customer interaction standards — MVWD approved communication behavior
1 hr customer service workshop with Stephanie
✓
CCW Sections 5-7 — acknowledgment → scheduling → completion in Method
✓
Review how install quality feeds CCW scorecards in Power BI
✓
2 hr final assessment — score 80% or higher
AI Tutor · Week 4 — QA & Customer Care
AI
Week 4 closes the loop. Ask me about inspection steps, how to handle a failed water test, customer communication, what sections 6 and 7 of the CCW require from you, or how your documentation affects the company scorecards.
Final Assessment · 20 Questions
Certification Exam
Pass with 80% or higher to earn Level 1. Questions drawn from all 4 weeks — systems, safety, install procedures, and QA. You may retake once after review with your facilitator.
📋
Ready when you are
20 questions · 80% to pass · ~20 minutes
Level 1 Certification
Certificate of Completion
🔒
Complete the exam to unlock
Pass with 80% or higher on the Certification Exam to earn your Level 1 certificate.
Content Strategy
YouTube Upload Plan
Organize, upload, and link every video into a structured YouTube Playlist that connects back to this training hub and the Matterport virtual tour. Use this as your publish roadmap.
📺 Playlist: "MVWD Installer Certification — Level 1"
Create a private or unlisted YouTube playlist. Link it in the SharePoint training site, this training hub, and pin it inside the Matterport tour as a mattertag. Embed each video back into the relevant module here.
Upload Sequence · In Order
01
Welcome to MVWD Installer Training Certification
READY TO UPLOAD
02
Know Your Equipment — MVWD Installer Standards
READY TO UPLOAD
03
Case Study: Installer Certification — 712 Golfmore (PNCI WS Vue)
READY TO UPLOAD
04
Raw Footage Edit — 712 Golfmore Field Documentation (3 clips)
NEEDS EDITING
05
Sub-Installer Series — How We Install: [Brand Name]
TO PLAN & FILM
🔗 Matterport Integration — Mattertags to Add
Add these as Mattertags inside the Matterport tour so employees can click spots in the showroom and jump directly to the relevant training video.
Zone 1
WS Display Wall → Link to Video 02 (Equipment) + Video 04 (Raw edit when done)
Matterport admin
Zone 2
Retrofit Training Walls → Link to Video 03 (Case Study) + Week 3 module URL
Matterport admin
Zone 3
La Cantina Bifold → Link to Video 03 with timestamp + Q4 2023 lessons learned note
Matterport admin
Zone 4
Andersen Display → Link to Video 05 (planned sub-installer series)
Devon / Crystal
Entry
Welcome / Start Here → Link to Video 01 (Welcome) + this training hub URL
Stephanie
📋 YouTube Description Template
🏅 MVWD Installer Certification Program — Level 1
[Video Title] | Module [X] of 5
📍 Virtual Showroom: https://my.matterport.com/show/?m=SaSZtjjhic9
📚 Full Training Hub: [URL to this app]
📁 SharePoint Training Site: [TrainingMVWD link]
⏱ TIMESTAMPS
0:00 — Introduction
[Add relevant timestamps]
🏔 Mountain View Window & Door · Denver, CO
Facilitated by Stephanie & Brendon · Q2 2026
[Video Title] | Module [X] of 5
📍 Virtual Showroom: https://my.matterport.com/show/?m=SaSZtjjhic9
📚 Full Training Hub: [URL to this app]
📁 SharePoint Training Site: [TrainingMVWD link]
⏱ TIMESTAMPS
0:00 — Introduction
[Add relevant timestamps]
🏔 Mountain View Window & Door · Denver, CO
Facilitated by Stephanie & Brendon · Q2 2026
Trainer Tools
Trainer Dashboard
For Stephanie and Brendon. Track employee progress, log sessions, and manage certification records.
S
Stephanie
Level 1 Champion · Q2 2026
CHAMPION
Program owner. Issues certificates, tracks all employee completions, reports to Josh/Becky. Rock champion on the Q2 2026 board.
B
Brendon
Field Facilitator · Install Training
FACILITATOR
Leads Week 3 hands-on practice sessions on site. Co-facilitates exam review. Collects field feedback from team.
👷 Employee Tracker
Progress is managed in the SharePoint Journey Tracker. Stephanie confirms roster. Updates here reflect the tracker — last synced by Luna.
DT
Devon T.
100%
CERTIFIED
JR
Josh R.
100%
CERTIFIED
MB
Mike B.
60%
IN PROGRESS
DW
DeWayne
0%
NOT STARTED
LZ
Liz
0%
NOT STARTED
BT
Brett
0%
NOT STARTED
📝 Session Notes
Reference Guide
Legend & Color Guide
Everything in this training hub uses consistent color coding and status labels. Here's what each one means so nothing is ambiguous.
Video Status Tags
✓ READY
Edited, reviewed, and ready to upload to YouTube or use in training. These are the 3 finished videos.
RAW
Raw footage from Devon's phone. Must be edited before it can be used in training or published.
TO FILM
Planned video that hasn't been shot yet. Assigned owner listed on the card.
Employee Status Badges
CERTIFIED
Employee passed the exam (80%+) and holds Level 1 certification.
IN PROGRESS
Employee has started the program but hasn't yet passed the final exam.
NOT STARTED
Employee is enrolled but hasn't opened the training hub yet.
YouTube Upload Status
READY TO UPLOAD
File is edited and description is written. Upload to YouTube now.
NEEDS EDITING
Raw footage exists but must be edited before upload. Devon/Crystal to champion.
TO PLAN & FILM
Planned video — not yet filmed. Assigned owner in the card description.
Sidebar Progress Indicators
✓
Green checkmark = module marked complete for this session.
Empty circle = module not yet marked complete.
Gold progress bar in the top-right = overall session progress across all 7 trackable modules.
🗓 4-Week Program Overview
How the modules connect and what each week covers at a glance.
W1
MVWD Systems
3 hrs · Online
Company overview + CCW
Product lines (5 brands)
Cert tiers L1/L2/L3
Live Q&A w/ Stephanie
W2
Safety & Compliance
3 hrs · Hybrid
OSHA standards
PPE demo (hands-on)
Lead Carpenter principles
Incident reporting
W3
Install Procedures
7 hrs · Field
Retrofit + new construction
Video 02: 712 Golfmore
4+ hrs hands-on w/ Brendon
Submit practice video
W4
QA & Customer Care
4 hrs · Mixed
Post-install inspection
Customer interaction standards
CCW Sections 5–7
Final exam (80% to pass)
🤖 AI Tutor — What It Is & What It Isn't
Each week has a built-in AI assistant trained on MVWD's install procedures, safety standards, and program content.
What it does
Answers questions, explains concepts, runs through scenarios, quizzes you on content — 24/7, no waiting for a facilitator.
What it doesn't do
It cannot grade your hands-on work, access your Method account, or replace field time with Brendon.
How to use it
Type a question like "What's the install sequence for a retrofit window?" or "Quiz me on PPE requirements."
Context
Each week's AI only knows that week's content. Week 1 AI doesn't know install sequences — that's Week 3.