Month: September 2024

6 Things Every Good Superintendent Does

Posted on by Danny Jiménez⁩
Read 8 min
In this blog, we’re going to dive into the essential responsibilities of superintendents, their primary focuses, and actionable steps to become a top-notch professional. Whether you’re just starting or looking to refine your skills, these tips will help you excel in your role.

The Role of a Superintendent

A superintendent’s job is unique. While a project manager (PM) focuses on building the team, ensuring a sound plan, and allocating resources, the superintendent must “see the future” of the project. The PM is the provider, but it’s the superintendent’s job to implement. They lead the field team and ensure the project moves forward seamlessly, hitting all the milestones. Here are the six habits that make a superintendent successful:

1. Build the Team

Building a cohesive field team is crucial. As a superintendent, you need to foster strong relationships between your field crew and office staff. Foremen are a key part of this process, and it’s your responsibility to ensure they work together harmoniously. Establish a culture of trust, communication, and teamwork. Just as you would with your PM team, involve the foremen in team-building activities like lunches, training sessions, and goal-setting exercises. A well-built team will ensure that information, culture, and instructions flow effectively, scaling your efforts from the project management team to the crew on the ground.

2. Keep the Team Focused

Superintendents play a crucial role in keeping their team focused on the bigger picture. With a clear project-level plan and milestone schedules, it’s essential to maintain focus on immediate goals as well as long-term targets. Plan ahead: Conduct pull planning with trades three months before any major phase. Make sure you schedule quality pre-construction meetings three weeks ahead of activities, and always look six weeks ahead for potential risks. This level of forward planning will keep your team aligned with the project’s rhythm and cadence.

3. Manage Risks

Risk management is another essential task. Superintendents need to identify any potential roadblocks or constraints early. By addressing these risks during the planning phases, you’ll avoid delays and unexpected issues down the line. Create a culture of transparency where problems are surfaced quickly and solutions are discussed and implemented without delay. Keeping risks under control will ensure that the project remains on track and free of unnecessary complications.

4. Track the Schedule

Superintendents must always stay on top of the schedule, tracking the flow of work through different zones. Ensure that trade partners know when their phase begins and ends, and that there are plans in place to complete work and move to the next zone on time. Daily schedule tracking helps superintendents balance long-term planning with short-term execution. Keep a close eye on milestones to avoid bottlenecks and ensure that each zone transitions smoothly.

5. Bring in the Resources

It’s not enough to just have a plan; you need to ensure that all the necessary resources are available on time. This means closely coordinating with PMs to ensure that materials, labor, and other resources arrive when needed. A superintendent should monitor the supply chain constantly, keeping a buffer to address any delays or issues. Failing to secure the right resources at the right time can result in costly delays, so it’s important to be proactive.

6. Solve Problems Effectively

The final habit of a great superintendent is problem-solving. Whenever you encounter roadblocks, the solution is always the same: identify the problem, discuss it with your team, and solve it quickly. Superintendents clear the way for trade partners, making sure they have everything they need to keep work flowing. Whether it’s clearing up miscommunications, securing additional resources, or reworking a plan, solving problems efficiently is key to keeping the project on track.

If you want to learn more we have:

-Takt Virtual Training: (Click here)
-Check out our Youtube channel for more info: (Click here) 
-Listen to the Elevate Construction podcast: (Click here) 
-Check out our training programs and certifications: (Click here)
-The Takt Book: (Click here)

Discover Jason’s Expertise:

Meet Jason Schroeder, the driving force behind Elevate Construction IST. As the company’s owner and principal consultant, he’s dedicated to taking construction to new heights. With a wealth of industry experience, he’s crafted the Field Engineer Boot Camp and Superintendent Boot Camp – intensive training programs engineered to cultivate top-tier leaders capable of steering their teams towards success. Jason’s vision? To expand his training initiatives across the nation, empowering construction firms to soar to unprecedented levels of excellence.

On we go!

Construction Fails: When Projects Fail

Posted on by Danny Jiménez⁩
Read 9 min
Construction projects fail when you fail to plan, organize, or pay attention to critical factors. In this blog, I’m going to walk you through the exact steps that will lead your construction project into disaster. But don’t worry, we’ll have a bit of fun and humor along the way. If you’re taking notes, get ready to jot down the key points that may be affecting your project without you even realizing it.

1. Don’t Have a Master Builder

One of the easiest ways to tank your project is to hire a builder, superintendent, or project manager without the necessary experience. Construction is not a “learn-as-you-go” field. If your team doesn’t understand how to manage the complexities of a project, expect failure to follow.

2. Don’t Build a Cohesive Team

Successful projects are often the result of strong, cohesive teams. Take Frank Crowe, the man behind the Hoover Dam, who led a loyal and skilled team. However, if your goal is to fail, forget about team-building. A disjointed and poorly coordinated team will definitely help you on that path.

3. Don’t Take Time to Plan

Want your project to crash and burn? Then skip the planning phase! Avoid dedicating sufficient time to plan the project thoroughly. Failing to identify problems in the early stages will ensure you face costly and morale-killing issues later on.

4. Don’t Analyze Risks

Why bother thinking about risks ahead of time when you can deal with them in the middle of construction? Failing to identify potential risks during pre-construction will lead to confusion, delays, and skyrocketing costs down the road.

5. Don’t Learn from Past Projects

If you want to fail spectacularly, ignore the lessons from previous projects. Don’t take into account what went wrong in the past and just assume that history won’t repeat itself. This is an easy way to make costly mistakes.

6. Don’t Focus on Building the Team

Treat your team like they’re just numbers. Don’t care about their well-being or professional development, and certainly don’t bother getting to know them personally. Ignoring your team’s needs will ensure you’re leading a disengaged and demoralized workforce.

7. Don’t Find Your “Lego”

Repetition and prefabrication are your enemies if you want to fail. Don’t look for ways to create repeatable processes or find areas to optimize. Treat every task as if it’s brand new and ignore opportunities for efficiency.

8. Don’t Make Friends

Why build good relationships with inspectors, owners, and designers? Instead, focus on creating an adversarial atmosphere. Making enemies with key stakeholders will help guarantee your project’s failure.

9. Don’t Use the Right Systems

Stick with outdated systems like CPM (Critical Path Method), even though industry data shows most CPM projects fail. Ignore modern techniques like lean construction, tact planning, and Scrum that could improve your project’s success rate.

10. Don’t Ask for Help

Thinking you know it all is a surefire way to fail. Don’t ask for help, don’t hire consultants, and don’t seek out fresh perspectives. Try to tackle everything on your own, and watch your project spiral out of control.

11. Don’t Say No

When asked to do something counterproductive or illogical, just say yes. Don’t push back on bad ideas from clients, designers, or corporate leadership. Following bad advice without questioning it will certainly tank your project.

A Contract with the Construction Industry

Now that we’ve had some fun discussing how to fail, let’s switch gears and talk about how to succeed in construction. Here’s my “contract” with the construction industry for how we can improve and avoid failure:
  1. Mandate Integrated Project Delivery (IPD)
  2. Reduce Design-Bid-Build Contracts
  3. Recruit, Hire, and Train Continuously
  4. Improve Scheduling Methods
  5. Use Procurement Logs Effectively
  6. Involve Trade Partners Early in the Design Process
  7. Let Builders Plan the Project
  8. Hold Risk Review Meetings Before Starting
  9. Limit Changes After the Early Stages
  10. Use Prefabrication as the Default
  11. Provide Respectful Work Environments
  12. Expand Training for Construction Workers
  13. Get Leadership Closer to the Work
  14. Reintroduce the Role of Field Engineer
  15. Move Away from CPM Scheduling
  16. Encourage Diversity in Construction
  17. Promote Information Sharing Across Projects
By implementing these changes, we can improve the construction industry and ensure projects are successful. If you need help getting your project back on track, we at Elevate and Lean Tech are here to assist. Remember, investing in consulting and training will save you money and prevent project failure in the long run.

If you want to learn more we have:

-Takt Virtual Training: (Click here)
-Check out our Youtube channel for more info: (Click here) 
-Listen to the Elevate Construction podcast: (Click here) 
-Check out our training programs and certifications: (Click here)
-The Takt Book: (Click here)

Discover Jason’s Expertise:

Meet Jason Schroeder, the driving force behind Elevate Construction IST. As the company’s owner and principal consultant, he’s dedicated to taking construction to new heights. With a wealth of industry experience, he’s crafted the Field Engineer Boot Camp and Superintendent Boot Camp – intensive training programs engineered to cultivate top-tier leaders capable of steering their teams towards success. Jason’s vision? To expand his training initiatives across the nation, empowering construction firms to soar to unprecedented levels of excellence.

On we go!

What Does An Owner’s Rep Do In Construction?

Posted on by Danny Jiménez⁩
Read 9 min
An owner’s representative, or “owner’s rep,” plays a vital role in construction projects, yet their position is often misunderstood or feared. In this blog, we’ll cover the essential responsibilities of an owner’s rep, what they should be doing, and the things they must avoid for a successful project.

What is an Owner’s Representative in Construction?

An owner’s representative, sometimes referred to as an owner’s project manager, is hired by the building owner or the entity commissioning the project. Their main task is to ensure the project progresses smoothly and meets the owner’s expectations. Their responsibilities span from project inception to completion and sometimes even throughout the warranty period.

Key Responsibilities of an Owner’s Representative

Here are the top responsibilities an owner’s rep should handle:
  1. Project Oversight The owner’s rep monitors the project from start to finish, ensuring it stays within the owner’s budget, timeline, and quality expectations.
  2. Contract Management They manage contracts between the owner and key parties like architects, general contractors, and sometimes even subcontractors, ensuring all agreements are properly executed.
  3. Budget and Cost Control A crucial part of their role involves tracking costs, reviewing invoices, negotiating prices, and identifying opportunities for savings. They also approve payment applications.
  4. Schedule Management Owner’s reps monitor the project schedule, ensuring milestones are met. They may even help develop the schedule or assist in overcoming delays.
  5. Quality Control They oversee the quality assurance process, performing audits to ensure that all work meets the required standards.
  6. Facilitating Communication By participating in meetings between owners, architects, and contractors, owner’s reps help keep everyone aligned and ensure effective communication.
  7. Risk Management They maintain a risk and opportunity register, working to mitigate risks and prevent them from derailing the project.
  8. Change Management If there are changes in the project’s scope, budget, or timeline, the owner’s rep plays a critical role in managing the change order process.
  9. Conflict Resolution A skilled owner’s rep resolves conflicts quickly and efficiently, preventing unhealthy tension from harming the project.
  10. Documentation and Record Keeping Keeping track of permits, change orders, and other relevant documents is another responsibility of the owner’s rep.

Important Reminder: The Owner’s Rep Role Can Be a Blessing or a Nightmare

While an owner’s rep can be a tremendous asset when executed well, their role can also become problematic if not managed properly. The power they hold can be misused, leading to conflicts and disruptions that negatively affect the project. An owner’s rep should enable the success of the project by managing the budget, schedule, and quality while maintaining positive relationships with the general contractor, designers, and subcontractors. If they engage in adversarial behavior, it will harm the project. It’s crucial to understand that for the project to succeed, all parties—the owner, designers, contractors, and subcontractors—must be supported and well-managed.

What Owner’s Representatives Should Never Do

To ensure a successful project, there are specific behaviors an owner’s rep must avoid:
  1. Don’t Create Unnecessary Work Owner’s reps should avoid bogging down contractors with excessive paperwork, redundant quotes, or unnecessary updates.
  2. Avoid Making Contractors Busy for the Sake of It Simply having a lot of people on-site doesn’t guarantee faster work. Owner’s reps should focus on making work ready, not just filling time.
  3. Don’t Showboat Rejecting everything for the sake of appearing diligent only creates waste. Owner’s reps should avoid unnecessary redlining of reports and documents.
  4. Don’t Focus on Busyness Over Productivity The goal is to ensure project stability and predictability, not to push for chaos or excessive activity.
  5. Avoid Using Outdated Scheduling Methods Owner’s reps should focus on more effective tools like Takt planning and Scrum instead of traditional CPM scheduling.
  6. Never Disrespect People Pressuring teams to work overtime or overloading them with tasks shows a lack of respect and undermines project success.

Final Thoughts for Owners and Owner’s Representatives

An owner’s representative plays a critical role in the success or failure of a construction project. Done right, they can bring tremendous value by fostering stability, managing risks, and maintaining strong communication across all teams. Done wrong, they can create chaos and conflict that leads to project delays and cost overruns. Owners should hire an owner’s rep who promotes project success by caring for all parties involved. Owner’s reps should focus on creating a stable, well-managed environment rather than getting caught up in unnecessary tasks or conflicts.

If you want to learn more we have:

-Takt Virtual Training: (Click here)
-Check out our Youtube channel for more info: (Click here) 
-Listen to the Elevate Construction podcast: (Click here) 
-Check out our training programs and certifications: (Click here)
-The Takt Book: (Click here)

Discover Jason’s Expertise:

Meet Jason Schroeder, the driving force behind Elevate Construction IST. As the company’s owner and principal consultant, he’s dedicated to taking construction to new heights. With a wealth of industry experience, he’s crafted the Field Engineer Boot Camp and Superintendent Boot Camp – intensive training programs engineered to cultivate top-tier leaders capable of steering their teams towards success. Jason’s vision? To expand his training initiatives across the nation, empowering construction firms to soar to unprecedented levels of excellence.

On we go!

What Is A Site Plan In Construction?

Posted on by Danny Jiménez⁩
Read 10 min
Do you want to be a builder? Do you aspire to have the fundamental skills that the great builders of the past used? If so, a lot of this knowledge comes from understanding your site plan. So, what exactly is a site plan, how do you use it, and what should you always look for in it? In this blog, we’ll cover all of that.

What is a Site Plan?

In construction, a site plan is a detailed drawing that outlines the layout, features, and specifications of a construction site. It provides an overview of the site—the land where the building will be constructed—and anchors everyone involved, from architects and engineers to contractors and stakeholders. Essentially, it tells everyone what and where the building or project will be located. Let’s break down what a site plan typically includes and why it’s crucial to understand each of these elements.

1. Property Boundaries: Understanding Your Limits

A site plan will show the boundary of the land itself, identifying the property line and the limits of construction. This is essential because it informs you of where you can and cannot build, ensuring that all components of the project stay within the owned land. Failing to stay within these limits could lead to legal troubles, such as property disputes or even court cases. Knowing your project boundary is critical for the smooth execution of your construction project.

2. Existing Structures and Features: What’s Already There

Next, the site plan will document existing structures and site features, such as waterways, buildings, utilities, or elevation changes. These need to be accounted for in the project design to ensure that new construction works in harmony with what already exists. For instance, if there is a historical feature or a stream on the site, you need to plan how to build around it. Additionally, existing structures will impact your design logistics, including the placement of cranes, mobilization, and shoring.

3. Proposed Structures: Mapping Out Your New Building

One of the most critical aspects of a site plan is the placement of proposed structures. This section of the plan shows where the building will be located and how it interacts with the site. It gives you an idea of whether there’s enough access to build around the existing site features. From here, you can verify the coordinates of the new structure in relation to the existing features. Remember, this coordination must be aligned with the survey team, the design benchmark, and the elevation for the project. Mismatched coordinates can result in serious problems down the line.

4. Access Points: How Will You Navigate the Site?

Your site plan will also show important access points, including entryways, sidewalks, driveways, parking areas, and pedestrian walkways. This is essential for both the design of your logistics and maintaining paths for fire department access or pedestrian safety. Knowing these access points allows you to plan how people and vehicles will navigate the job site while ensuring safety and convenience for everyone involved.

5. Utilities: Planning for the Present and the Future

Another essential feature on a site plan is the location of existing and future utilities. Are there gas lines, electrical ducts, or communication lines running through the site? If so, start planning how to reroute these elements as early as possible. The process of rerouting utilities can take months, and you’ll need to consider how this affects the timeline of your project. Additionally, the plan will outline the proposed location for new utilities like water, sewer, and storm drains, which is vital for your overall project planning.

6. Grading and Topography: Building on the Right Slopes

A site plan also includes grading and topography details. These elements are crucial to ensure that your building’s elevations and slopes match city or ADA requirements. Bad cross slopes or improper sidewalk slopes could lead to costly adjustments, so you need to make sure everything is aligned from the outset.

7. Landscaping and Amenities: Planning for the Environment

Site plans include the layout for landscaping and amenities like trees and architectural features. While landscaping might seem straightforward, you need to plan for potential obstacles, like large trees or architectural features that need protection or relocation. Paying attention to these details early on ensures that your final landscape installation is both beautiful and functional.

8. Setbacks and Zoning: Navigating Legal Requirements

Finally, a site plan will include zoning regulations, setbacks, and easements. Zoning rules dictate what can be built where, while setbacks define how far structures must be from property lines. Easements might limit where you can build, so it’s crucial to understand these restrictions to avoid any conflicts.

Importance of Studying Site Plans

Every note, indicator, and detail on the site plan is there for a reason. They are not only legally required for design and permitting but also serve as the foundational document for planning your project. A great builder will study the site plan thoroughly, ensuring that every element is well understood before construction begins.

If you want to learn more we have:

-Takt Virtual Training: (Click here)
-Check out our Youtube channel for more info: (Click here) 
-Listen to the Elevate Construction podcast: (Click here) 
-Check out our training programs and certifications: (Click here)
-The Takt Book: (Click here)

Discover Jason’s Expertise:

Meet Jason Schroeder, the driving force behind Elevate Construction IST. As the company’s owner and principal consultant, he’s dedicated to taking construction to new heights. With a wealth of industry experience, he’s crafted the Field Engineer Boot Camp and Superintendent Boot Camp – intensive training programs engineered to cultivate top-tier leaders capable of steering their teams towards success. Jason’s vision? To expand his training initiatives across the nation, empowering construction firms to soar to unprecedented levels of excellence.

On we go!

How To Set Career Goals

Posted on by Danny Jiménez⁩
Read 10 min
Would you like to learn a method that helps you set goals and achieve real results? And more importantly, would you like to know how to stay on track? If your answer is “yes,” then you’re in the right place! In this blog, I’ll share my proven method for setting career goals that will propel you toward success and fulfillment. So, let’s get started!

The Foundation of Goal Setting

I may not be good at everything, but setting and achieving career goals is something I’ve mastered over the years. Every role I’ve taken, I’ve mapped out meticulously—aligning it to where I wanted to go. Success starts with designing your life and career around where you want to be.

What Success Really Means

Before we dive into the specifics of goal setting, let’s talk about success. I learned this valuable lesson from Tony Robbins: Success without fulfillment is the ultimate failure. Many people climb the corporate ladder, achieve high positions, and earn substantial salaries, yet feel unfulfilled. Why? Because success isn’t just about money and titles; it’s about enjoying what you do and having a purpose. Ask yourself: Do you have the career, money, and title you desire, but still feel like something’s missing? True success combines achievement with fulfillment, time with loved ones, and purpose-driven goals.

The Power of Compounding Interest

When setting career goals, think about them as a form of compounding interest. Just like investing money early can lead to financial wealth, investing time and effort into your career early on creates compounding growth. No matter your role, whether it’s entry-level or a leadership position, every task you undertake adds to your career growth.

A Fun Exercise to Set Your Goals

Let’s begin with a simple but powerful exercise. Write down your birth year and note the significant milestones in your life—when you got married, had kids, received promotions, etc. Now, draw a line from today to the end of your life and ask yourself: What do I want to achieve before I die? This exercise helps clarify what truly matters, whether it’s family, career, or giving back to others. When you start setting goals, remember that fulfillment and relationships are key. It’s not just about achieving positions or financial success but about the connections and impact you make along the way.

Step-by-Step Guide to Setting Goals

Now that you understand the importance of fulfillment and compounding interest, let’s move into actionable steps for setting career goals:

Step 1: Where Do You Want to Be at the End of Your Life?

Start by thinking about what you want to achieve by the end of your life. What legacy do you want to leave behind in your career and personal life? Write this down—it’s your long-term vision.

Step 2: Set Your 5-10 Year Goals

If your end-of-life goal is your ultimate destination, your 5-10 year goal is the next major milestone. Make sure it’s ambitious yet achievable. For example, if your long-term goal is to lead a company, your 5-10 year goal might be reaching a senior leadership position.

Step 3: Set Your 90-Day Goals

This is critical. While long-term goals provide direction, you also need short-term goals to stay motivated. Tony Robbins says that people overestimate what they can achieve in 5 years and underestimate what they can do in 90 days. So, what can you accomplish in the next 90 days to move closer to your long-term goal? Write it down and make it actionable.

Step 4: Integrate Your Goals into Your Daily Routine

Now that you have your 90-day goals, integrate them into your daily and weekly schedule. Everyone sets goals, but few people actually build the steps into their calendar. Break your goals down into tasks and assign them to specific days and times.

Step 5: Execute Consistently

The final step is execution. Stick to the tasks you’ve scheduled. Week after week, as you complete these tasks, you’ll notice the power of compounding interest in action. You’ll start seeing real progress toward your goals.

Preparing for a Specific Role

If you’re planning for a new role, follow this method:
  1. Evaluate your role: Understand the responsibilities and expectations.
  2. Identify your unique contributions: What can only you do in this role?
  3. Consider your environment: Align your work-life balance and location with the role.
  4. Set up your workspace for success: Optimize your environment for productivity.
  5. Gather the necessary tools: Ensure you have everything you need to succeed.
  6. Invest in training: If you lack certain skills, seek out training opportunities.
  7. Create a leader standard work: Just like for life, build routines that keep you focused on success in your role.

Final Advice for Successful Goal Setting

Big goals are exciting but can feel overwhelming. Break them into smaller, actionable steps that you can start today. Always remember to keep your goals manageable and tied to your overall purpose in life and career. With these strategies, you’ll be on track to achieve exponential growth in your career. Start today by mapping out your goals and taking the first small step.

If you want to learn more we have:

-Takt Virtual Training: (Click here)
-Check out our Youtube channel for more info: (Click here) 
-Listen to the Elevate Construction podcast: (Click here) 
-Check out our training programs and certifications: (Click here)
-The Takt Book: (Click here)

Discover Jason’s Expertise:

Meet Jason Schroeder, the driving force behind Elevate Construction IST. As the company’s owner and principal consultant, he’s dedicated to taking construction to new heights. With a wealth of industry experience, he’s crafted the Field Engineer Boot Camp and Superintendent Boot Camp – intensive training programs engineered to cultivate top-tier leaders capable of steering their teams towards success. Jason’s vision? To expand his training initiatives across the nation, empowering construction firms to soar to unprecedented levels of excellence.

On we go!

What Are The Responsibilities Of A Project Director?

Posted on by Danny Jiménez⁩
Read 8 min
In this blog, we’re diving deep into what a project director is responsible for. We’ve touched on the role in previous blogs, but today we’re sharing a detailed checklist to help you understand the essential steps in leading a project as a director. From the different phases to the best practices to follow, this blog will cover everything you need to know.

What Is a Project Director?

A project director bridges communication between corporate and on-site teams, as well as between the customer and the job. They oversee projects from start to finish, often managing multiple ones at once. They’re expert team builders who can broker solutions for their team and strive to perform so well that clients become repeat customers. When paired with a knowledgeable general superintendent, a project director ensures smooth operations and sets a strong example of leadership.

High-Level Project Checklist

In this blog, we’ll cover:
  • The primary responsibilities of a project director during each phase.
  • A detailed checklist for daily, weekly, and monthly check-ins.
  • Best practices for every step of the project lifecycle.
For a deeper dive into any of these points, we’ve linked resources in the description below, including a guide you can follow on your own projects.

How Project Directors Pre-Sell Their Services

Before a project is even on the table, project directors are actively maintaining relationships with clients, adding value, and ensuring they’re seen as trusted, risk-free partners. Even when not working on an active project, they stay in touch, offer advice, and share new technologies or best practices. When a project opportunity arises, directors begin working on it immediately, proving their value from the start. It’s important to always stay engaged with potential clients so that when a project does come up, the director is top of mind.

The Proposal and Interview Phase

During the proposal and interview phase, a project director leads the effort, ensuring the business development and marketing teams are aligned and that the proposal is strong. Directors also review final proposals, assist with interview preparation, and act as a key point of contact throughout the process.

Starting Construction Projects

Once a project is awarded, the project director kicks things off by organizing the team and identifying the owner’s conditions of satisfaction. They track the project budget, manage design phases, and ensure real-time feedback is provided. Throughout each phase—schematic design, design development, and construction documentation—the project director oversees every critical decision, making sure the project stays on schedule and within budget.

Daily, Weekly, and Monthly Check-Ins

Project directors have a lot on their plate, but these check-ins help them stay organized and proactive:
  • Daily Tasks: Directors scale communication with teams, manage roadblocks, focus on safety, study drawings, and provide assistance as needed.
  • Weekly Tasks: They check team health, track progress on roadblocks, review exposure logs, and ensure financials and procurement processes are functioning well. They also mentor the team and update project schedules.
  • Monthly Tasks: Directors conduct risk evaluations, review the project’s overall health (covering safety, quality, schedules, and financials), check cash flow, and lead extensive team training sessions.

Closing Out Projects

As the project nears completion, the director ensures everything is on track for the owner to move in, including managing change orders and the warranty process. The last step is ensuring the project is closed out properly, leaving behind a satisfied client.

Final Thoughts

While this isn’t an exhaustive list, it provides a framework for project directors to follow. Remember, each project is unique, so you’ll need to adjust your approach accordingly, but having a solid foundation to build from will help you lead your projects successfully.

If you want to learn more we have:

-Takt Virtual Training: (Click here)
-Check out our Youtube channel for more info: (Click here) 
-Listen to the Elevate Construction podcast: (Click here) 
-Check out our training programs and certifications: (Click here)
-The Takt Book: (Click here)

Discover Jason’s Expertise:

Meet Jason Schroeder, the driving force behind Elevate Construction IST. As the company’s owner and principal consultant, he’s dedicated to taking construction to new heights. With a wealth of industry experience, he’s crafted the Field Engineer Boot Camp and Superintendent Boot Camp – intensive training programs engineered to cultivate top-tier leaders capable of steering their teams towards success. Jason’s vision? To expand his training initiatives across the nation, empowering construction firms to soar to unprecedented levels of excellence.

On we go!

How Does A Construction Bond Work?

Posted on by Danny Jiménez⁩
Read 5 min

The blog post provides a comprehensive overview of construction bonds. It explains what they are, the different types, how they work, and offers tips for obtaining them.  While loans and investments play a significant role, there’s another crucial component that ensures the project’s completion: construction bonds.

What are construction bonds?

In simple terms, a construction bond is a financial guarantee that a project will be completed on time, within budget, and according to the agreed-upon specifications. It’s a three-party agreement between the owner, the contractor, and a surety company.

Types of Construction Bonds

There are primarily four types of construction bonds:

  1. Bid Bond: Guarantees that the contractor will enter into a contract if their bid is accepted.
  2. Performance Bond: Ensures the contractor will complete the project as per the contract terms.
  3. Payment Bond: Guarantees that the contractor will pay subcontractors and suppliers.
  4. Maintenance Bond: Ensures the contractor will rectify any defects discovered after project completion.

How Do Construction Bonds Work?

  1. Contract Agreement: The owner and contractor agree on the project terms and include bond requirements.
  2. Surety Company Involvement: The surety company assesses the contractor’s financial stability and creditworthiness.
  3. Bond Submission: The contractor submits the required bonds.
  4. Bond Activation (if necessary): If the contractor defaults, the bond is activated.
  5. Surety Investigation: The surety company investigates the claims and verifies the contractor’s performance.
  6. Surety Response: If the claims are valid, the surety company takes action to ensure the project’s completion.

Tips for Obtaining Construction Bonds

  1. Understand Bond Types: Familiarize yourself with different bond types and their applications.
  2. Choose Reliable Surety Companies: Research and select reputable surety companies.
  3. Review Contract Requirements: Carefully review the bond requirements in the contract.
  4. Obtain Bonds Early: Apply for bonds well in advance to avoid delays.
  5. Maintain Good Financial Standing: A strong financial history improves your chances of obtaining bonds.
  6. Communicate with Surety Companies: Maintain open communication with the surety company.
  7. Understand the Claim Process: Learn about the bond claim process.
  8. Document Everything: Keep detailed records of all project activities.
  9. Monitor Subcontractor Bonds: Ensure subcontractors have the necessary bonds.
  10. Address Bond Issues Promptly: Address any bond-related issues promptly.

By understanding construction bonds and following these tips, you can enhance the financial security of your construction projects and mitigate risks associated with contractor default.

If you want to learn more we have:

-Takt Virtual Training: (Click here)
-Check out our Youtube channel for more info: (Click here) 
-Listen to the Elevate Construction podcast: (Click here) 
-Check out our training programs and certifications: (Click here)
-The Takt Book: (Click here)

Discover Jason’s Expertise:

Meet Jason Schroeder, the driving force behind Elevate Construction IST. As the company’s owner and principal consultant, he’s dedicated to taking construction to new heights. With a wealth of industry experience, he’s crafted the Field Engineer Boot Camp and Superintendent Boot Camp – intensive training programs engineered to cultivate top-tier leaders capable of steering their teams towards success. Jason’s vision? To expand his training initiatives across the nation, empowering construction firms to soar to unprecedented levels of excellence.

On we go!

What Is A Checklist In Construction?

Posted on by Danny Jiménez⁩
Read 7 min

In this blog post, we’re diving deep into the world of checklists and why they’re absolutely essential in your construction projects. I’m a huge proponent of checklists (you might even say I’m a little obsessed!), and for good reason. So, let’s unpack the benefits of using checklists, how they can save lives, and the best way to create them for your specific needs.

Benefits of Checklists

  • Boost Your Efficiency: Say goodbye to wasted brainpower trying to remember every step. Checklists keep you focused and ensure you don’t miss anything crucial.
  • Improve Quality: Checklists ensure consistency and catch errors before they become problems. This leads to higher quality work across the board.
  • Peace of Mind: Knowing you’ve followed a proven process reduces stress and instills confidence in your work.

Why Checklists Save Lives

Construction can be dangerous. Checklists, especially for critical tasks like setting up cranes or using scaffolding, can dramatically reduce human error and keep everyone safe. They’re like a safety net that catches mistakes before they have a chance to cause harm.

The Importance of Discipline

The best checklist in the world is useless if it sits gathering dust. Make it a habit to use your checklists consistently to reap the full benefits.

Types of Checklists

There are two main types of checklists to consider:

  • Do-Confirm Checklists: These confirm that a task has been completed (“Did you install the handrails?” “Yes”).
  • Ready-Do Checklists: These ensure you have everything you need before starting (“Do I have all the materials and tools for this task?” “Yes, good to go!”).

Creating a Powerful Checklist

Here’s a roadmap to craft a checklist that works for you:

  1. Identify Critical Steps: Break down the process into key steps.
  2. Define Clear Objectives: What are you trying to achieve with this checklist?
  3. Keep it Concise: Don’t overwhelm yourself with too much information.
  4. Test and Refine: Use it in the real world and make adjustments as needed.

Bonus Tips:

  • Make it Accessible: Ensure everyone on your team can easily find and use the checklist.
  • Visual Appeal: Use clear formatting and visuals for better understanding.
  • Consistency is Key: Maintain a single, up-to-date version for everyone.
  • Real-Time Feedback: Encourage feedback from your team to keep the checklist relevant and effective.

Building a Culture of Checklists

Checklists can be a powerful tool for fostering a culture of safety, quality, and continuous improvement. Once your team embraces them, you’ll see a significant boost in overall performance.

Ready to Elevate Your Work?

Checklists are a simple yet powerful way to elevate your construction projects. So grab a pen, pick a process, and get started creating your first checklist today!

Want to Learn More?

  • Check out the book “The Checklist Manifesto” for a deep dive into the power of checklists.
  • In the description below, you’ll find a link to a graphic summary of the book.

Challenge Time!

Just like my travel checklist, take one task you do regularly and create a checklist for it. Use it consistently, refine it over time, and witness the improvement!

If you want to learn more we have:

-Takt Virtual Training: (Click here)
-Check out our Youtube channel for more info: (Click here) 
-Listen to the Elevate Construction podcast: (Click here) 
-Check out our training programs and certifications: (Click here)
-The Takt Book: (Click here)

Discover Jason’s Expertise:

Meet Jason Schroeder, the driving force behind Elevate Construction IST. As the company’s owner and principal consultant, he’s dedicated to taking construction to new heights. With a wealth of industry experience, he’s crafted the Field Engineer Boot Camp and Superintendent Boot Camp – intensive training programs engineered to cultivate top-tier leaders capable of steering their teams towards success. Jason’s vision? To expand his training initiatives across the nation, empowering construction firms to soar to unprecedented levels of excellence.

On we go!

What Is Tendering?

Posted on by Danny Jiménez⁩
Read 9 min
What is tendering? In construction, tendering is crucial because assembling the right team from the start is essential for project success. So, what is the process, what should we keep in mind, and how can we avoid wasting time? Let’s dive into that in this blog! In this blog, I’ll walk you through the steps of tendering and share some tips to make the process smoother. By the end, you’ll have an additional tool in your toolbox to help you manage this process more effectively.

1. Preparation of Tendering Documents

The project owner or client prepares tender documents, which typically include:
  • The tender documents themselves
  • Request for proposal (RFP)
  • Invitation to tender
  • Project scope, specifications, and requirements
  • Terms and conditions the contractor or trades must meet
  • Submission deadlines, evaluation criteria, and other pertinent information
The key here is to have a clear and concise document that allows for bid leveling. This ensures that all contractors are being compared fairly and that the information provided is consistent and easy to respond to.

2. Advertisement and Distribution

Tender advertisements can be shared via:
  • Public notices
  • Online portals
  • Industry publications
  • Direct invitations to pre-qualified contractors
The goal is to reach the widest pool of contractors possible, ensuring a competitive bidding process.

3. Site Visit

In some instances, conducting a site visit for potential contractors can be beneficial. This allows them to assess existing conditions, ask questions, and clarify project expectations.

4. Submission of Bids

Contractors need to submit their bids by the specified deadline, including:
  • Pricing information
  • Technical proposals
  • Qualifications and experience
  • References
  • Any other required documentation

5. Bid Evaluation

Much like the bid leveling process, bids are evaluated based on:
  • Price
  • Technical ability
  • Experience
  • Team qualifications
  • Other specific criteria
Each bid should be evaluated and ranked according to the predetermined criteria to ensure a fair assessment.

6. Bidder Award

Once evaluated, the project is awarded to a contractor. It’s not always about the lowest bid but rather the most qualified contractor based on a combination of factors like experience, qualifications, and cost. Choosing solely based on the lowest bid could result in increased costs through change orders and diminished quality of work.

7. Notification to Bidders

It’s important to notify both the successful and unsuccessful bidders. For those not selected, providing feedback is key to maintaining relationships and encouraging future bids. A good tendering process should be transparent and consistent, giving all bidders a fair shot at the project.

What to Never Do in the Tendering Process

One major rule: never waste a contractor’s time. If you know that you’re not going to select a specific contractor, do not invite them to bid. It’s unfair and unethical to ask them to invest time and resources when they have no chance of winning the bid.

Key Tips for Successful Tendering

  1. Clearly Define the Project Scope: Ensure clarity around the project requirements, so it doesn’t take days to understand what you’re asking for.
  2. Pre-qualify Contractors: Only invite contractors who meet the necessary quality, experience, and safety standards.
  3. Engage Early and Often: Build relationships with potential contractors before the formal tendering process starts.
  4. Avoid Political Games: Only put projects out to bid if you intend to select from multiple contractors.
  5. Ensure Transparent Communication: If one contractor asks a question, share the answer with all bidders to ensure fairness.
  6. Allow Sufficient Time: Contractors need ample time to submit detailed and accurate proposals.
  7. Be Clear About Evaluation Criteria: Make sure contractors understand how their bids will be evaluated before they submit.
  8. Consider Value, Not Just Price: The lowest price doesn’t always mean the best deal.
  9. Negotiate With Shortlisted Bidders: Once you’ve shortlisted contractors, consider negotiating for a better price or more certainty.
  10. Review Past Experience: Ensure the contractors you’re considering have relevant experience and the ability to execute the project successfully.
  11. Legal Compliance: Ensure all selected contractors comply with local, state, and federal regulations.

Final Thoughts

Remember, you can have one or two underperforming contractors on a project, but not three—it could derail the entire job. Spend as much time as necessary during the tendering process to select the right team for the job. Choosing solely on price will only cause problems later on. I hope this blog has provided you with valuable insights into the tendering process. Use these steps and tips to make sure you have the right contractor, team, and deal for your next project. Stay tuned for more resources that can help you master this process!

If you want to learn more we have:

-Takt Virtual Training: (Click here)
-Check out our Youtube channel for more info: (Click here) 
-Listen to the Elevate Construction podcast: (Click here) 
-Check out our training programs and certifications: (Click here)
-The Takt Book: (Click here)

Discover Jason’s Expertise:

Meet Jason Schroeder, the driving force behind Elevate Construction IST. As the company’s owner and principal consultant, he’s dedicated to taking construction to new heights. With a wealth of industry experience, he’s crafted the Field Engineer Boot Camp and Superintendent Boot Camp – intensive training programs engineered to cultivate top-tier leaders capable of steering their teams towards success. Jason’s vision? To expand his training initiatives across the nation, empowering construction firms to soar to unprecedented levels of excellence.

On we go!

How To Negotiate A Contract

Posted on by Danny Jiménez⁩
Read 10 min
Would you like a pattern for negotiation that works every time? Want to know how you can show up confidently, prepare effectively, and achieve the best outcomes during negotiations? If so, this blog is for you. Read on to discover tried-and-true methods that can help you become a more effective negotiator. Before we begin, it’s important to remember one thing:

Important Reminder When Negotiating Contracts

Never use negotiation techniques to deceive people, manipulate clients, or create a win-lose situation. Negotiation should always be about reaching fair terms in a win-win environment. We aim for fairness in every deal—whether for our clients, ourselves, or our partners. With that said, let’s dive into some strategies for negotiating contracts in a powerful and effective way.

Where I Learned Effective Negotiation Techniques

I first learned these negotiation tactics from the book Never Split the Difference. A senior project manager recommended it to me, and it’s been a game-changer. I’ve used the techniques from this book to successfully negotiate fair terms in various scenarios, and I highly recommend it. In fact, I’ve prepared a guide based on this book, which you can find linked in this blog below.

Emotional Intelligence: The Foundation of Successful Negotiations

The first key to negotiating successfully is emotional intelligence. You must regulate your emotions and approach negotiations with a calm, neutral mindset. When you’re empathetic, listen, and truly connect with the other person, you’ll disarm their defenses and open the door to a productive conversation.

The Importance of Active Listening

When negotiating, it’s essential to practice active listening. Pay attention not only to what is being said but also to the tone, body language, and emotions of the other party. People need to feel heard, and that sense of being listened to can be the difference between a stalled negotiation and a successful one.

Mirroring to Build Rapport

Some might think that mirroring—matching the other person’s body language and tone—is manipulative, but it’s actually a tool to build rapport. Mirroring helps you connect and form a bond with the other party, making the negotiation feel more collaborative.

Labeling to Communicate Effectively

Labeling is another powerful technique. It involves identifying the emotions or concerns of the other person and acknowledging them directly. For example, if a client expresses concerns about pricing, you can say, “It sounds like you’re looking for fairness in the cost.” This shows that you’ve understood their concerns, which helps build trust and allows you to address them effectively.

FBI Negotiation Techniques: Connection, Rapport, and Empathy

Using techniques inspired by the FBI, always aim to form a connection, build rapport, and lead with empathy. When conversations get tough, fall back on empathy to re-establish the connection and keep the negotiation moving forward.

Calibrated Questions: Understanding the Other Party

Calibrated questions are open-ended, non-threatening questions that encourage the other party to share more information. The more you know about their needs and constraints, the better equipped you’ll be to negotiate successfully. These questions help you listen and respond in a way that addresses their concerns.

Finding Leverage in Negotiations

One of the best tips from Never Split the Difference is the concept of negotiation leverage. Understand what constraints or pressures the other party is facing. Acknowledge these factors and work with them to find a solution that works for both sides.

What to Avoid: Don’t Split the Difference

Lastly, don’t fall into the trap of “splitting the difference.” Instead of making unnecessary concessions, focus on finding a creative solution that addresses both parties’ needs.

Tips for Negotiating Contracts in Construction

Now, let’s apply these strategies to the construction industry:
  1. Understand Project Requirements: Know all the specifics of the negotiation at hand.
  2. Identify Key Priorities: What’s most important to you—cost, schedule, or approvals? Make sure everyone is clear on your priorities.
  3. Do Your Research: Understand the other party’s track record, experience, and constraints.
  4. Seek Legal Advice: Particularly when redlining or negotiating contract terms.
  5. Establish Open Communication: Avoid stonewalling; keep the lines of communication open to solve problems before they escalate.
  6. Negotiate Comprehensive Terms: Ensure that everything from the scope of work to payment terms is covered.
  7. Clearly Define Scope: Avoid vagueness—be specific about what’s included in the contract.
  8. Address Risk Allocation: Specify how risks will be handled and who is responsible.
  9. Negotiate Fair Price and Payment Terms: Be sure these are competitive and fair, representing the full scope of the project.
  10. Document Everything: Ensure all agreements are in writing.
  11. Plan for Dispute Resolution: Know how disputes will be handled in advance.
  12. Maintain Positive Relationships: Even after the contract is signed, keep relationships positive and open.

Conclusion: Be Prepared, Be Fair, Be Successful

To sum up, negotiating contracts effectively comes down to preparation, emotional intelligence, and active listening. By using the strategies outlined in Never Split the Difference, you can create an environment where both parties walk away feeling like they’ve won. If you’re preparing for a negotiation, Follow these tips, and you’ll be on your way to negotiating contracts that benefit everyone involved. Happy negotiating!

If you want to learn more we have:

-Takt Virtual Training: (Click here)
-Check out our Youtube channel for more info: (Click here) 
-Listen to the Elevate Construction podcast: (Click here) 
-Check out our training programs and certifications: (Click here)
-The Takt Book: (Click here)

Discover Jason’s Expertise:

Meet Jason Schroeder, the driving force behind Elevate Construction IST. As the company’s owner and principal consultant, he’s dedicated to taking construction to new heights. With a wealth of industry experience, he’s crafted the Field Engineer Boot Camp and Superintendent Boot Camp – intensive training programs engineered to cultivate top-tier leaders capable of steering their teams towards success. Jason’s vision? To expand his training initiatives across the nation, empowering construction firms to soar to unprecedented levels of excellence.

On we go!

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