How Do You Keep Upper Management Or The PM Informed Without Overloading Them?

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How to Keep Upper Management Informed Without Overloading Them

In any construction project or professional setting, keeping upper management, project managers (PMs), and owners informed is essential—but it must be done without overwhelming them. In this blog, we’ll explore how to maintain effective communication with leadership using a practical framework rooted in transparency, clarity, and efficiency.

Radical Transparency vs. Smart Transparency:

There’s a spectrum of transparency:

  • Radical Transparency: Sharing everything—how the sausage is made, the process, the results. This works well in high-trust environments but can overwhelm some clients or PMs.
  • Basic Transparency: Always essential. Budgets, problems, schedules, staff updates—these must be communicated regularly, even when radical openness isn’t practical.
  • Lack of Transparency: Never acceptable. Withholding or siloing information leads to mistrust and misjudgment.

If you don’t share what’s happening, people will assume the worst. That assumption can erode your credibility—even if you’re doing excellent work.

A Proven Framework for Keeping Leaders in the Loop:

Once you’ve assessed the relationship dynamics and trust levels, here are tools and methods that ensure effective communication without information overload:

  1. Dashboards:

Use project dashboards to display the current state of work. Include:

  • Visual production plans.
  • Procurement logs.
  • Zone maps and logistics plans.
  • Current issues and statuses.

Whether automated through Power BI or manually updated, a well-maintained dashboard is a powerful visual tool to keep everyone aligned.

  1. Meeting Minutes (Condensed Format):

Forget long-winded documents. Instead, send concise summaries with:

  • Key decisions made.
  • Action items.
  • Next steps.

Deliver them through email, text, or project management apps to ensure leadership stays in the loop—even if they miss the meeting.

  1. Quick Burst Communication:

Short texts or app notifications (like WhatsApp or Asana) can keep PMs updated without lengthy emails. Quick, direct, and effective—this method is ideal for fast-paced environments.

  1. Meetings and Huddles:
  • Weekly Tactical Meetings: Involve PMs or directors at the beginning of the week to align on strategy.
  • Daily Huddles: Even 10–15 minutes per day can maintain clarity and cohesion on ongoing tasks.

Looping leadership into these touchpoints helps with problem-solving and roadblock clearing.

Two Key Reminders:

  1. Don’t Assume They’re Too Busy:
    Never hold back information because you think someone is too busy to hear it. Most leaders would rather be kept in the loop than left in the dark.
  2. Share Anyway:
    If leadership doesn’t see your work, they may underestimate your efforts. Regular, transparent updates remove the barrier of misunderstanding and build trust.

Final Thoughts:

Transparency isn’t optional—it’s a leadership tool. By using dashboards, concise updates, and short meetings, you can maintain alignment without creating noise. These are tried and tested methods that protect your reputation and help your projects run smoothly.

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.

 

 

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How Takt Ties to other Systems – Takt Production System For Students

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Welcome to our free Takt University series. Today’s topic is one of the most powerful lessons in lean construction: how different planning systems — Takt, Last Planner®, CPM, Scrum, Advanced Work Packaging — all come together to form a cohesive and efficient production model.

If you’ve ever wondered how to integrate lean tools without confusion or redundancy, this blog is for you.

Starting Point: Takt as the Base System

At the heart of our planning model is the Takt Production System. Why? Because Takt organizes your project in a time-by-location format, offering a 4D production plan that visualizes the flow of work — not just the tasks.

Here’s what Takt incorporates:

  • Location-based scheduling (vertical axis).
  • Time-based progression (horizontal axis).
  • Flow of trades like a train on tracks.
  • Visual bottlenecks (zones or trades).
  • Integrated principles from:
    • Gantt charts.
    • Line of balance.
    • Critical Chain Project Management (CCPM).
    • Theory of Constraints.
    • Lean tools (e.g. pull planning).
    • Production theory (Little’s Law, etc.).

Takt isn’t just a pretty schedule — it’s a unified system that brings structure, motion, and clarity to the chaos of project delivery.

Pre-construction Planning: The First Planner

Before any boots hit the ground, you need a rock-solid strategy. That’s where the First Planner System comes in. Think of it like baking a cake — if you want your trades (the ones who eat the cake) to enjoy the outcome, you better plan the recipe right.

In this phase, you:

  • Analyze your CPM.
  • Optimize zoning.
  • Select the right takt time.
  • Identify trade and zone bottlenecks.
  • Validate all major constraints.
  • Ensure readiness before the Notice to Proceed.

Bottom line: Pre-construction is where you build your base (your Takt plan), and the First Planner process ensures it’s sound.

CPM: Use Only As Summary, Not Strategy

Let’s clear this up: CPM should NOT drive your production. The theory behind CPM — increasing WIP, removing buffers, pushing work — is flawed for execution.

However, if your contract requires a CPM schedule:

  • Use it as a Level 2 summary.
  • Avoid using it to plan or execute.
  • Align it to reflect your Takt production system.

It can serve as a summary or as-built, but never the master plan. In the book Takt Planning, this approach is clearly laid out using sequence or phase summaries.

Last Planner®: From Milestones to Daily Plans

Last Planner® is the system that brings your production plan to life — with the trades. Here’s how it beautifully ties into Takt:

  • Master Plan: Your macro-level Takt plan with contractual milestones.
  • Pull Planning: Maps sequences into your Takt zones.
  • Look Ahead Planning: Filters from Takt to identify roadblocks.
  • Weekly Work Plan: Focused, ready work, still aligned to flow.
  • Daily Plans: Keeps execution rhythmic and responsive.

Each plan is a filtered view of the Takt plan, maintaining diagonal trade flow throughout. It saves time, removes guesswork, and keeps trades aligned with production.

Advanced Work Packaging (AWP): Aligning Supply Chains

AWP focuses on system-based, not just zone-based, thinking. It enhances your production plan by:

  • Breaking work into Engineering, Procurement, and Construction Work Packages.
  • Aligning supply chains to support field work.
  • Using BIM for planning paths of construction.
  • Preparing visual dos/don’ts, Lego sheets, and clear scope definitions.
  • Ensuring all 17 pre-task items are ready before mobilization.

Paired with Takt, AWP works well. Paired with CPM? It creates unnecessary complexity and headaches.

Scrum: Solving Problems Before They Hit the Field

Scrum isn’t just for software. In lean construction, Scrum becomes the problem-solving engine of your project management team.

Here’s how:

  • Field issues get tracked on a Scrum board.
  • Roadblocks go from backlog → sprint backlog → doing → done.
  • Office teams handle constraints before they impact work.
  • Daily stand-ups ensure continuous communication and progress.

Scrum works best when integrated into the daily rhythm of your Takt system.

Putting It All Together: The Unified System

Each of these systems plays a vital role. But they’re not competitors — they’re complements. Here’s the full integration model:

System       Role
Takt Production System The base — your 4D production plan.
Pre-construction/First Planner Planning the base and making it robust.
CPM Contractual summary only.
Last Planner® Translating plans to field-friendly actions.
AWP Packaging work and aligning procurement.
Scrum Clearing roadblocks and enabling flow.

This is Lean Project Delivery, and it’s the future of construction.

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.

 

 

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How Do You Effectively Communicate With Trades That Have More Experience Than You?

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How to Communicate Effectively with Trade Partners Who Have More Experience Than You

If you’re newer to the construction industry—or simply working with seasoned trade partners—it’s easy to feel unsure about how to communicate confidently and respectfully. This blog offers a practical framework that will help you not only navigate these interactions, but also earn trust and build lasting professional relationships.

This topic was prompted by a thoughtful question from a YouTube viewer. I’m always eager to address real-world challenges like this, so if you have similar questions, keep them coming.

Let’s explore how to work effectively with experienced trade partners—without overcomplicating it or feeling intimidated.

The Ideal Team Player Framework:

One of the most effective models I’ve found for navigating these dynamics comes from Patrick Lencioni’s The Ideal Team Player. It focuses on three key traits: humble, hungry, and smart. When applied consistently, this approach can transform the way you lead and collaborate on site.

  1. Humble:

True humility isn’t about pretending to be modest—it’s about being willing to step in and help wherever needed. Whether that means taking care of basic tasks or supporting others, a humble leader shows up for the team. Trade partners notice this. When they see you working alongside them, not above them, you gain credibility and mutual respect.

  1. Hungry:

Being hungry means showing initiative, working hard, and striving to deliver value. In fact, the term go-giver may be more appropriate than go-getter. When trade partners see that you are fully committed and eager to contribute, they are much more likely to support you in return.

  1. Smart (with People):

This has nothing to do with IQ or technical knowledge—it’s about emotional intelligence. Knowing how to communicate, show appreciation, and avoid triggering defensiveness is essential. A great resource here is Dale Carnegie’s How to Win Friends and Influence People. I recommend reading it once a year throughout your career.

What to Avoid:

Do Not Play Boss:

Trade partners are experienced professionals. If you try to lead by control, threats, or micromanagement, you will lose their trust—and their cooperation. Authoritative behavior may work in the short term, but it damages relationships in the long run. Lead through partnership, not pressure.

Avoid the Term “Sub” with a Power Mentality:

While there’s nothing inherently wrong with the word “subcontractor,” it can unintentionally reinforce a hierarchy. Think of them as trade partners—because that’s what they are. Language shapes perception, and respectful language promotes stronger collaboration.

Practical Steps You Can Take:

Ask Questions:

You don’t need to be an expert in every trade. What you do need is curiosity and respect. Ask questions—genuinely. When you engage experienced partners by seeking their input, you’re not only showing respect, you’re activating their willingness to help. This creates a positive feedback loop based on significance and contribution.

Focus on Finding the Win-Win:

Challenges and conflicts are inevitable. When they arise, approach the situation with a commitment to finding mutually beneficial solutions. Let trade partners know you care about their goals. Be clear about shared responsibilities. Then stay with the problem until you reach a resolution that works for everyone. This kind of persistence builds trust and long-term collaboration.

Final Thoughts:

The majority of trade partners are not only willing to help—they want to. In all my years in construction, I’ve rarely met anyone who didn’t want to do good work and be treated fairly. If you show up with humility, energy, and emotional intelligence, you’ll have no trouble earning their respect.

And remember: the way you treat people—especially those with more experience—will determine how much support you receive in return. Build partnerships, not power dynamics.

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.

 

 

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What’s The Best Way To Run Or Contribute To A Daily Subcontractor Meeting?

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How to Run or Contribute to a Weekly Trade Partner Meeting (Subcontractor Meeting)

What’s the best way to run—or even contribute to—a weekly subcontractor meeting? It’s a question I love answering, and in this blog, I’ll break down the exact approach you can use to lead or add value in what we now call the trade partner meeting.

If you have other questions, send them my way. I’m here to help.

Start with the Right Resources:

For a step-by-step guide, everything I’m about to explain is detailed in the book Takt Steering and Control. I’ve even read it on the podcast for those who prefer to listen.

Trade Partners, Not Just Subcontractors:

I prefer the term trade partners because it reflects our intent to collaborate. There’s a growing trend in the industry: if you’re not going to treat subcontractors with respect, calling them “trades” becomes just lip service. Let’s lead with true partnership.

Weekly Meeting System: Know the Purpose

To run or contribute effectively, understand the meeting system:

  • Monday: Team meeting + Strategic Planning & Procurement Meeting.
  • Tuesday: Weekly Tactical (Trade Partner) Meeting.
  • Daily: Foreman Huddle → Worker Huddle.

This structure creates a communication cascade: strategy → planning → execution → feedback.

At the weekly tactical meeting, focus on planning, coordination, and—most importantly—problem-solving.

Create the Right Environment:

A strong meeting environment supports visibility and engagement. Here’s what I recommend:

  • Two screens for shared visuals.
  • Full-wall zone maps (ceiling to floor).
  • Axonometric views for multi-story projects (expand views for clarity).
  • Visual boards for procurement logs and production tracking.

In Lean-built trailers, we even place a 3D model on the table—think General Patton-style WWII strategy table. Visuals create unity: see as a group, know as a group, act as a group.

Psychological Safety is Essential:

People won’t speak up if they feel shut down. Build a culture where foremen and crew members feel safe to voice concerns. When someone flags a problem, thank them, take it seriously, and move toward a win-win resolution.

Let Trades Do Most of the Talking:

The best meetings aren’t lectures. They’re collaborative.

Encourage trade partners to speak during:

  • Pull plans.
  • Look Ahead Plans.
  • Weekly Work Plans.
  • Problem-solving sessions.

If you dominate the conversation, they disengage. Give them the space to lead. Your role is to facilitate—not dictate.

Make It Fun:

Yes, you read that right. Fun.

Ricky Davenport from Oakland nailed this. He introduced humor, shout-out boards, and celebrated good work. These little things build positivity. He also took time for personal connections with tradespeople. Relationships matter—deeply.

Follow a Clear Agenda:

Structure matters. A successful meeting should include:

  1. Review last week/day.
  2. Discuss current week/day.
  3. Plan for next week/day.
  4. Solve problems (Identify, Discuss, Solve – IDS method).
  5. Communicate solutions to field crews.

Let trades with shorter durations go first. Respect people’s time. Spend most of the meeting solving problems, not just talking about them.

Pro Tip: Use Visual Problem Boards

Before the meeting starts, have trade partners mark their issues on the zone maps with:

  • Magnets.
  • Stickies.
  • Red dots.

Start the meeting by going through and resolving them one by one. This preps the team for an efficient, actionable session.

Final Thoughts:

If you want to lead or contribute meaningfully to trade partner meetings, focus on these:

  • Understand the purpose.
  • Set up the right environment.
  • Ensure psychological safety.
  • Let trade partners take the lead.
  • Solve problems visually and collaboratively.

And yes—have fun doing it. When your team sees problems being solved and work improving, they’ll buy into the system fully.

 

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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