First Planner System®️ – 14 – Onboarding & Orientation

Read 5 min

Orientation and Onboarding: Setting the Tone for Jobsite Culture

In this blog, I’m continuing the reading of Elevating Preconstruction Planning, covering the First Planner System, specifically, orientation and onboarding.

Will Rogers once said, “You never get a second chance to make a first impression.” The science backs him up, within just seven seconds, our brains are already forming conclusions about a person or place. On a jobsite, that means impressions start forming long before a worker even clocks in.

If the arrival experience is disorganized, unwelcoming, or frustrating, you’ve already set a negative tone that will take significant effort to reverse. I believe we have a responsibility to make every worker’s first moments on site positive, respectful, and engaging.

Why Orientation Matters

Orientation is your opportunity to welcome, acclimate, and connect a new worker to your culture, leaders, and values. It’s more than showing a safety video, it’s about ensuring people feel appreciated and know exactly where they fit into the big picture.

That means:

  • Clear wayfinding and parking
  • Clean, accessible restrooms
  • A warm greeting from a human being, not a cold process
  • An overview of policies and site layout
  • A guided tour of break areas, safety zones, and huddle spaces
  • A personal thank-you for joining the team

When done well, orientation sets the tone for collaboration, trust, and pride in the work ahead.

The Power of Onboarding

Onboarding is where you teach each individual how to succeed in their role. It’s ongoing, not just a one-day event. By providing daily huddles, clear logistics, tool training, and feedback systems, you ensure everyone no matter when they join gets the knowledge and confidence to thrive.

Late-arriving trades deserve the same attention as early ones. This is how you maintain engagement, consistency, and flow throughout the entire project.

Support is Respect

We respect construction workers, full stop. That’s why we use the Integrated Production Control System: to give foremen and crews the tools, training, and structure they need. Every foreman should have access to Takt training, advanced lean principles, and Last Planner System education on a regular cycle.

Clear standards and expectations aren’t just operational necessities, they’re acts of respect.

Key Takeaway

First impressions shape jobsite culture. A thoughtful, human-centered orientation combined with consistent, role-specific onboarding builds trust, engagement, and operational excellence from day one. Get this right, and your people will not only follow the system, they’ll believe in it.

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

First Planner System®️ – 15 – Clean, Safe, & Organized Project

Read 6 min

Clean, Safe, and Organized: Building the Foundation of a Remarkable Project:

In this blog, I’m diving into one of my favorite culture components: clean, safe, and organized.

We just wrapped up orientation and onboarding in the previous blog, and now it’s time to talk about how to create a work environment where your entire team, foremen, trades, and leadership, can thrive.

When your project is clean, safe, and organized, you’re not just ticking boxes for compliance. You’re creating the operational stability that allows every other system to work. This is the foundation. Without it, chaos creeps in, production slows, and your ability to spot problems disappears.

Why Cleanliness Comes First

I put “clean” first because without cleanliness, you can’t truly evaluate safety. A cluttered site hides hazards and makes it harder to enforce safe practices. Safety will always be the priority, but cleanliness is the lens that makes safety visible.

We enforce these standards daily through 6S (Sort, Set in Order, Shine, Standardize, Self-Discipline, Safety) and address waste through the 9 Wastes framework. The goal is simple: zero tolerance for violations, with systems that are visual, repeatable, and easy for everyone to sustain.

The 6S Breakdown

  1. Sort – Remove everything that’s not needed for the day’s work. Just-in-time deliveries prevent clutter and wasted motion.
  2. Set in Order – Organize tools and materials so no one wastes time hunting for them.
  3. Shine – Keep the entire site clean so issues can be spotted immediately.
  4. Standardize – Make cleanliness and organization a daily habit through clear visuals and procedures.
  5. Self-Discipline – Build habits so workers sustain the systems without constant oversight.
  6. Safety – Create a site-wide safety culture with accountability, training, and visible standards.

Safety as a Mindset

Safety isn’t a checklist, it’s a mindset shaped by values, beliefs, and behaviors. That means:

  • Zero tolerance for unsafe behavior.
  • Clear consequences for violations.
  • Visual reminders and regular training.
  • Compassion for those struggling, without compromising safety.

As leaders, we can’t delegate safety. It’s a fundamental responsibility. Within three weeks of enforcing high standards, your site will start upholding them naturally but you have to hold the line.

The 9 Wastes and Lean Flow

By keeping your site clean, safe, and organized, you eliminate the 9 Wastes: overproduction, excess inventory, transportation, motion, defects, overprocessing, waiting, underutilized talent, and misalignment.

Removing these wastes not only improves safety, it speeds up production and boosts morale.

Reflection Questions

Score your project from 1–100%:

  • Is your project clean?
  • Is your project safe?
  • Is it organized?
  • Do you have a functioning 6S system?
  • Does your workforce know and apply the 9 Wastes?
  • Are there zero tolerance systems for safety and cleanliness?

If your score is below 80%, what actions will you take to elevate your team and leadership?

Key Takeaway

Clean, safe, and organized isn’t “extra”, it’s the non-negotiable baseline for every successful project. Get this right, and you create the stability, clarity, and morale that make all other systems work.

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

First Planner System®️ – 16 – Training

Read 4 min

Training: The Fifth Part of the System

In this blog, I’m wrapping up our discussion on building the right culture for foremen and crews and now, it’s time to talk about training.

We’ve already covered winning over the workforce, keeping the project clean, safe, and organized, and setting up effective orientation and onboarding. At this point, you’ve established a solid on-site culture your foremen and workers can thrive in.

Now, for the fifth part of the system training I recommend you prioritize it for your supers and foremen. While I highly recommend training with Elevate Construction (yes, we do it at a sacrifice because our mission is to teach a better way of building), there are other excellent ways to skill up your team:

  • Take the Takt Production System Virtual Training.
  • Read the book for your role, whether superintendent, foreman, or surveyor.
  • Attend your role-specific boot camp.

You can find our books on Amazon and see event details at elevateconstructionevents.com.

Why Training Matters

Without training on these systems as a team, you risk falling back into old habits. The key is to help people:

  1. Know what is expected, 2) stay motivated to do it, and 3) have the path cleared for themTraining handles the first two.

Reflection Questions

  • Has your team been trained on the Takt Production System?
  • Have your supers and foremen read The Art of the Builder books for their roles?
  • Have they attended their role-specific boot camp?

Take the average score across your answers. If it’s below 80%, identify the exact actions needed to elevate your team and leadership.

On we go!

Key Takeaway

Training isn’t an optional add-on, it’s the glue that holds your project culture and systems together. Without it, even the best processes can crumble under old habits. Equip your team, and you’ll keep progress flowing.

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

Answers to Questions about Takt—again…

Read 5 min

Mastering TAKT Time in Construction: Answers to Industry Questions

In this blog, I’m diving deep into questions I recently received from an experienced industry consultant about TAKT and TAKT time. His inquiries touched on both the technical side of scheduling and the human side of leadership and the answers are relevant for anyone serious about improving construction efficiency.

One of the first points raised was about determining the TAKT period. While many examples show a five day TAKT, the real number comes from a collaborative pull planning process with trade partners. This process combines:

  • Best guesses from trades
  • Past experience
  • Production rates
  • Historical company data

Once you have this information for one zone, you stagger it across other zones to spot bottlenecks. The goal is not to overlap trades unnecessarily, but to break work into properly sized zones so multiple trades can work efficiently without interference.

Another question was about when to overlap trades. In manufacturing, overlapping may make sense. In construction, zoning is often a better approach shrinking zones instead of stacking crews in the same space.

The consultant also asked about applying Little’s Law and manufacturing style takt calculations to construction. While the customer demand based takt time is valid in manufacturing, construction requires adapting the concept to real world constraints, crew sizes, and sequencing realities.

Three effective approaches to setting TAKT time:

  1. Pull Plan First: With trades, select zones, plan for one zone, stagger, find bottlenecks, optimize, and then lock in the TAKT time with a calculator.
  2. Leveling Approach: Lay out zones and trades, then risk-assess and add buffers to determine throughput time.
  3. Macro to Norm: Start with high-level 5-day TAKT planning, then refine through pull planning to find your true rhythm.

The preferred method? Get the trades involved early, plan collaboratively, identify the rhythm, level the plan, and include buffers. It sounds complex but becomes straightforward when done step-by-step.

If you want to truly master the process, join our TAKT Production System course by the end, you’ll have the tools and confidence to implement it effectively in the field.

Key Takeaway

Determining the right TAKT time in construction isn’t guesswork it’s a collaborative process grounded in trade partner input, historical data, and careful zoning. Done right, it creates a smooth, predictable rhythm that keeps projects flowing without unnecessary overlaps or bottlenecks.

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

Don’t Give Hammers to Serial Killers

Read 5 min

Don’t Give a Hammer to a Serial Killer

Sometimes in construction and in life we have to think hard about who we give tools and information to. That might sound obvious, but in practice, it can make or break a project.

A listener recently wrote to me with a powerful story. He started at the very bottom of the trades, working without training, guidance, or even fair treatment. Despite the tough start, he worked his way into construction management, driven by his work ethic and love of learning. Eventually, he found my books and blog, and for the first time, realized his struggle wasn’t unique it was a symptom of a larger industry problem: lack of proper training and systems.

His passion for learning led him to dive deep into Takt planning. But he faced resistance from his company, which was locked into the old waterfall CPM scheduling. He wanted to bring them along, but he knew just like giving a hammer to a serial killer you can’t hand powerful tools to people who will misuse them.

This is where the metaphor hits home. On a job site, you wouldn’t give a hammer to someone dangerous. In scheduling, you wouldn’t hand over your production targets to an abusive owner who could weaponize them against your team.

It’s not dishonest to hold back the tactical details when necessary. I believe in showing both the macro plan (the contractual promise) and the norm (the production target) but only when it’s safe to do so. If someone will use the information to hurt people or derail the work, you protect your team by controlling what you share.

At the end of the day, human beings act to preserve themselves. We can’t always count on them to do the right thing, but we can design systems and circumstances that encourage the best behavior. That’s leadership. That’s strategy. And that’s why you don’t give a hammer to a serial killer.

Key Takeaway

Protect your team by being intentional about who gets access to powerful tools and information. In construction and in life, setting the right boundaries isn’t dishonesty it’s smart leadership.

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

First Planner System®️ – 17 – How The Systems Work Together

Read 6 min

Elevating Pre-construction Planning, Connecting the Dots Before Trade Partner Prep

In this blog, I’m continuing my reading from Elevating Preconstruction Planning, moving us right up to the trade partner preparation process.

We’ve already covered the five core component categories: team, plan, resources, culture, and training. All of these exist for one purpose, to give foremen and crews exactly what they need so they can install their work package, in their zone, on time. But what actually pulls all of these pieces into one seamless plan for the crew?

The answer lies in three systems: Takt Planning, Takt Steering & Control, and the Last Planner System.

These systems bring rhythm, flow, and collaboration to the forefront. In the book, there’s a visual showing “team, plan, supply chain, culture, training” all feeding directly into the construction foreman. The point is simple: instead of optimising departments in silos, we should focus on optimising the whole making sure every part of the organization is serving the people doing the work. In construction, that means the crews are the flow unit.

The First Planner System provides the framework for running a lean project as a production system. It aligns your team, plan, supply chain, culture, and training to enable a continuous flow of work.

The Takt Production System sets the rhythm creating workflow, trade flow, and logistical flow without overburdening resources. It becomes your master schedule, simulating and executing the best scenario for your project.

Takt Steering & Control then takes that plan into the field, steering around constraints and removing roadblocks. Every project will face delays and impacts, the key isn’t to hope they vanish, but to have a proven system to handle them.

Finally, the Last Planner System provides the space for foremen and trades to collaborate, commit to the plan, and make work ready by removing roadblocks in advance. Each piece of this framework ensures foremen have what they need, materials, layout, information, stability, respect, training, labor, tools, and equipment  to execute with excellence.

We’ve now covered every key component except one: quality expectations. That’s the next step  and it leads directly into the trade partner preparation process, which I’ll cover in the next blog.

Key Takeaway

Great pre-construction planning doesn’t just align schedules, it aligns every department, resource, and system to serve the crews doing the work. By integrating Takt Planning, Takt Steering & Control, and the Last Planner System, you create a rhythm that keeps projects flowing smoothly, even when challenges arise.

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

First Planner System®️ – 18 – The Trade Partner Preparation Process

Read 6 min

The Trade Partner Preparation Process, “Who Eats the Cake?”

In this blog, we’re diving right into the Trade Partner Preparation Process, the stage where we help our trade partners get ready to build well.

In the analogy we’ve been using, we’ve already defined what the cake is and how we make the cake. Now we’re in the part about who eats the cake. Of course, we can’t force anyone to enjoy it, but we can make it beneficial, profitable, and remarkable for them.

The Trade Partner Preparation Process is how we implement and convert trades to the IPCS (Integrated Production Control System) and the First Planner System. It’s a six-part process to prepare contractors to plan, build right the first time, and finish as they go, with safety and quality at the forefront.

The Six Key Steps in the Trade Partner Preparation Process

  1. Buyout Meeting
    • Attendees: Trade representative + GC Project Manager
    • Purpose: Verify contractor scope and ensure the contract obligates them to deliver exactly what’s required.
  2. Pre-Mobilization Meeting
    • Attendees: Trade PM + GC PM
    • Purpose: Explain deliverables needed before the pre-con meeting and set expectations for success.
  3. Pre-Construction (Preparatory) Meeting
    • Attendees: Trade PM, superintendent, foreman, on-site team
    • Purpose: Orient the trade to project requirements, create checklists/visuals for installation, and align on quality expectations.
  4. First In Place Inspection
    • Attendees: GC superintendent, field engineer, trade superintendent, foreman
    • Purpose: Inspect the first portion of installed work to ensure it meets expectations and sets the right standard.
  5. Follow-Up Inspection
    • Attendees: GC superintendent, field engineer, trade superintendent, foreman
    • Purpose: Maintain quality throughout installation by checking requirements at regular intervals.
  6. Final Inspection
    • Attendees: GC superintendent, field engineer, trade superintendent, foreman
    • Purpose: Finish and verify the contractor’s scope before demobilization.

Tools That Support the Process

  • Meeting agendas: Trigger communication and track progress.
  • Meeting minutes: Capture decisions and build installation checklists.
  • Quality checklists/visuals: Give crews clear field-ready expectations.
  • Inspections: Verify installation quality at each stage.

The Purpose Behind It All

  1. One Process Flow: Keep everyone aligned from start to finish.
  2. Alignment & Communication: Ensure expectations are clearly understood.
  3. Execution with Intention: Deliver work according to plan, on time, and with quality.

Why This Matters

When you run this process well, trades are ready to go, quality is built in from day one, and safety is a constant focus. Without it, you’ll end up with defective work, rework, delays, and endless firefighting.

Self-Assessment Questions:

  • Do you have a remarkable buyout process?
  • Do you communicate expectations to trades before mobilization?
  • Is your pre-construction meeting effective and actionable?
  • Are you distilling requirements into a checklist or visual for field crews?
  • Do you inspect the first work installed to set the right standard?
  • Are you running follow-up and final inspections to maintain quality?

If your score on these is below 80%, identify the actions needed to elevate your team and leadership.

Key Takeaway

The Trade Partner Preparation Process isn’t just a checklist, it’s a proven framework for getting the right trades on board, setting clear expectations, and ensuring that safety, quality, and flow are locked in before work begins. When you get this right, you don’t just “eat the cake” you make sure everyone enjoys it.

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

First Planner System®️ – 19 – Weekly Meetings

Read 6 min

The Meetings That Power the Trade Partner Preparation Process

In this blog, I’m going to talk about the meetings that go along with the Trade Partner Preparation Process.

We’re in the TP3 component, weekly meetings. These meetings are part of the First Planner System and continue the process of preparing trades for their work.

The Two Core First Planner Meetings

  1. Team Weekly Tactical
    • Who Attends: Superintendents, Project Engineers, Field Engineers, Project Managers
    • Purpose: The team comes together to review workload, ensure coverage, and balance responsibilities. With a united and balanced team, project needs are tackled effectively.
    • Tools Used:
      • Team boards with meeting cadence, owner’s conditions of satisfaction, accountability chart, site coverage schedule, PTO calendar, focus/hot items, and KPIs.
      • These visual tools help the team confirm coverage, manage PTO, and maintain functionality.
  2. Strategic Planning & Procurement
    • Who Attends: Superintendents, Project Engineers, Project Managers
    • Purpose: Long-term planning, master schedule updates, and making work ready per the look-ahead schedule. Procurement is intentionally managed to align with the production plan.
    • Discussion Points:
      • How production is tracking
      • End buffers and milestone status
      • Risks and upcoming challenges
      • Procurement alignment to plan
      • Leadership support actions
    • Keys to Success:
      • Coordinate PTO and coverage
      • Validate the master schedule
      • Track procurement against required dates
      • Ensure trades are ready on time, the right way

The Daily Huddle, The “Cap” on the System

The Team Daily Huddle is also a First Planner meeting, but it happens at the end of the Last Planner sequence. It focuses on removing roadblocks daily, using a Scrum framework to:

  • Prioritize tasks
  • Resolve constraints
  • Deliver materials and information
  • Solve design conflicts
  • Secure permissions

Attendees: Supers, PEs, FEs, PMs. The goal is alignment, task organization, and unblocking field progress.

How It All Connects

  • First Planner Meetings:
    • Team Weekly Tactical
    • Strategic Planning & Procurement
    • Team Daily Huddle
  • Last Planner Meetings:
    • Trade Partner Weekly Tactical
    • Foreman Daily Huddle
    • Worker Daily Huddle
    • Crew Preparation Huddle

The First Planner System sandwiches the Last Planner System, ensuring the office supports the field at every stage. Without a strong First Planner process, the Last Planner process cannot function effectively.

Why These Meetings Matter

When these weekly and daily meetings are run well, they increase productive time in the field by proactively removing obstacles and aligning resources. If you skip them, trades will face delays and roadblocks at every turn.

Scoring Yourself:
Rate from 1–100% on these:

  • Do you have a Team Weekly Tactical for balance and coverage?
  • Do you have a Strategic Planning & Procurement meeting with an accurate master schedule and aligned procurement?
  • Do you have a Daily Huddle that consistently clears the path for the field?

If you score below 80%, identify the actions needed to elevate your team’s performance.

Key Takeaway

A strong First Planner meeting structure ensures that the right people, plans, resources, and environment are in place for trade partners to succeed. These meetings aren’t overhead, they’re the engine that drives productivity, flow, and on-time delivery in 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.

 

On we go

First Planner System®️ – 20 – Implement These As A System

Read 5 min

From “Who Eats the Cake” to “How We Make the Cake”

This is going to be a short blog, serving as a transition from the trade partner preparation process  “who eats the cake” to “how we make the cake.”

Now your foremen have the preparation, support, and systems they need through the buyout meeting, pre-mode meeting, pre-con meeting, first in place inspection, follow-up inspection, final inspection, and the right meetings.

The rest of the IPCS (Integrated Production Control System) will be described in our next book, Takt Steering and Control. It will detail takt steering, last planner implementation, holding trades accountable in a positive way, ensuring quality, continuous improvement, tracking KPIs, and more.

At this point, I hope you understand the system I encourage you to implement. It works every time and everywhere we’ve done it, increasing profit, decreasing project durations, and improving the experience for people. That’s not an exaggeration.

Here’s the challenge:

  • Average all final component scores.
  • If you score above 80%, you’ll see the rewards.
  • If you’re below 80%, you’ll know exactly where to focus.

Lean works best as a complete system, not as isolated pieces. Implement it as holistically as possible.

So far, we’ve covered:

  • Why projects fail
  • The components of the first planner system
  • How they synchronize together
  • The trade partner preparation process

Now, we’re shifting to how to actually plan the project in pre-construction and how to make the cake. The next blog will walk you step-by-step through creating this plan and the overall timeline. By the time you’re done, you’ll know exactly what to do so your superintendent isn’t stuck behind closed doors with a set of plans, disconnected from the process. You’ll have the framework you need to get the system built the right way.

The next topic will dive into designing and implementing your production system starting with project proposals as the first component.

If you want deeper guidance, you can find our three main system books on Amazon:

  1. Takt Planning
  2. Elevating Pre-construction Planning
  3. Takt Steering and Control

These resources will guide you through using all the systems together to elevate your construction experience.

Key Takeaway

A well-implemented production system is not a collection of isolated tools, it’s a synchronized, holistic framework. When executed properly, it works every time, driving profits, shortening schedules, and improving the construction experience for everyone.

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

First Planner System®️ – 21 – The Proposal & Interview

Read 6 min

The “How” of Pre-construction From Vision to Winning Proposals

In this blog, I’m continuing the reading of Elevating Preconstruction Planning and getting right into the design and pre-construction portion.

This is part three. This is how to plan the project. It’s the recipe and the ingredients for “making the cake”: preheating the oven, gathering and measuring ingredients, mixing them properly, baking the cake, cooling, assembling, and decorating it. In construction terms, it’s all done in pre-construction: designing and implementing your production system.

This includes:

  • Project proposal
  • Building the design team
  • Enabling design
  • Builder planning
  • Starting strong

Defining Success Before You Begin

I plan a project so it can finish well  measured by safety, culture, rave reviews from owners and designers, a high-functioning and happy team, quality builds, successful trade partners, hitting or exceeding profit targets, and helping people meet their career goals.

When we understand the goals, we simply reverse-engineer the process to find the standards and actions we should use. That means starting right-to-left beginning with the end in mind.

The Proposal & Interview Process

Whether you’re responding to an RFQ or RFP, the steps are clear:

  1. Go/No-Go Decision: Work with leadership to decide if you want the project.
  2. Notify & Kick Off: Share RFP/RFQ documents, set meetings, and appoint the OPER (One Person Ultimately Responsible).
  3. Create the Vision: A single message or theme, like the “hero’s journey,” where the client is the hero, you’re the guide, and success is the destination.
  4. Assignments & Breakouts: Every team member knows their role and deliverables.
  5. Collaborative Development: Use a synchronized platform to build the proposal together.

Builder’s Role in Proposals

As a builder, you will:

  • Align with the OPER
  • Develop macro-level attack plans, zone maps, logistics plans, and 3D visuals
  • Ensure VDC requests are sent early (modeling is not instant)
  • Showcase your ability to solve three major client problems clearly

The 10 Key Assignments in Proposal Prep

  1. Identify Conditions of Satisfaction: Understand exactly what the client wants.
  2. Research the Project: Dig into drawings, constraints, and opportunities.
  3. Work Density Analysis: Identify phases and zones for the project.
  4. Sketch Macro Phases: Visualize sequencing, buffers, and logic ties.
  5. Create a Macro-Level Takt Plan: Build a high-level schedule.
  6. Make Zone Maps: Show how the work will flow.
  7. Logistics Plan: Plan access, material flow, and production.
  8. Create Model Views: Use visuals to tell the story.
  9. Review the Plan: Ensure risks are addressed and acceleration options exist.
  10. Showcase 3 Major Solutions: Make it easy for the client to see why you’re the best choice.

Why This Matters

By properly preparing your proposal and interview content, you take the first step in the First Planner System, positioning yourself to win the project and keep momentum into planning and execution.

The next blog will focus on building the design team and setting parameters.

Key Takeaway

Winning work in construction isn’t just about price, it’s about vision, preparation, and showing the client exactly how you’ll solve their biggest problems. Start with the end in mind, plan right-to-left, and use every proposal and interview as your opportunity to demonstrate mastery of the build.

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

    faq

    General Training Overview

    What construction leadership training programs does LeanTakt offer?
    LeanTakt offers Superintendent/PM Boot Camps, Virtual Takt Production System® Training, Onsite Takt Simulations, and Foreman & Field Engineer Training. Each program is tailored to different leadership levels in construction.
    Who should attend LeanTakt’s training programs?
    Superintendents, Project Managers, Foremen, Field Engineers, and trade partners who want to improve planning, communication, and execution on projects.
    How do these training programs improve project performance?
    They provide proven Lean and Takt systems that reduce chaos, improve reliability, strengthen collaboration, and accelerate project delivery.
    What makes LeanTakt’s training different from other construction courses?
    Our programs are hands-on, field-tested, and focused on practical application—not just classroom theory.
    Do I need prior Lean or takt planning experience to attend?
    No. Our programs cover foundational principles before moving into advanced applications.
    How quickly can I apply what I learn on real projects?
    Most participants begin applying new skills immediately, often the same week they complete the program.
    Are these trainings designed for both office and field leaders?
    Yes. We equip both project managers and superintendents with tools that connect field and office operations.
    What industries benefit most from LeanTakt training?
    Commercial, multifamily, residential, industrial, and infrastructure projects all benefit from flow-based planning.
    Do participants receive certificates after completing training?
    Yes. Every participant receives a LeanTakt Certificate of Completion.
    Is LeanTakt training recognized in the construction industry?
    Yes. Our programs are widely respected among leading GCs, subcontractors, and construction professionals.

    Superintendent / PM Boot Camp

    What is the Superintendent & Project Manager Boot Camp?
    It’s a 5-day immersive training for superintendents and PMs to master Lean leadership, takt planning, and project flow.
    How long does the Superintendent/PM Boot Camp last?
    Five full days of hands-on training.
    What topics are covered in the Boot Camp curriculum?
    Lean leadership, Takt Planning, logistics, daily planning, field-office communication, and team health.
    How does the Boot Camp improve leadership and scheduling skills?
    Yes. You’ll learn how to run day huddles, team meetings, worker huddles, and Lean coordination processes.
    Who is the Boot Camp best suited for?
    Construction leaders responsible for delivering projects, including Superintendents, PMs, and Field Leaders.
    What real-world challenges are simulated during the Boot Camp?
    Schedule breakdowns, trade conflicts, logistics issues, and communication gaps.
    Will I learn Takt Planning at the Boot Camp?
    Yes. Takt Planning is a core focus of the Boot Camp.
    How does this Boot Camp compare to traditional PM certification?
    It’s practical and execution-based rather than exam-based. You learn by doing, not just studying theory.
    Can my entire project team attend the Boot Camp together?
    Yes. Teams attending together often see the greatest results.
    What kind of real-world challenges do we simulate?
    Improved project flow, fewer delays, better team communication, and stronger leadership confidence.

    Takt Production System® Virtual Training

    What is the Virtual Takt Production System® Training?
    It’s an expert-led online program that teaches Lean construction teams how to implement takt planning.
    How does virtual takt training work?
    Delivered online via live sessions, interactive discussions, and digital tools.
    What are the benefits of online takt planning training?
    Convenience, global accessibility, real-time learning, and immediate application.
    Can I access the virtual training from anywhere?
    Yes. It’s fully web-based and accessible worldwide.
    Can I access the virtual training from anywhere?
    Yes. It’s fully web-based and accessible worldwide.
    What skills will I gain from the Virtual TPS® Training?
    Macro and micro Takt planning, weekly updates, flow management, and CPM integration.
    How long does the virtual training program take?
    The program is typically completed in multiple live sessions across several days.
    Can I watch recordings if I miss a session?
    Yes. Recordings are available to all participants.
    Do you offer group access or company licenses for the virtual training?
    Yes. Teams and companies can enroll together at discounted rates.
    How does the Virtual TPS® Training integrate with CPM tools?
    We show how to align Takt with CPM schedules like Primavera P6 or MS Project.

    Onsite Takt Simulation

    What is a Takt Simulation in construction training?
    It’s a live, interactive workshop that demonstrates takt planning on-site.
    How does the Takt Simulation workshop work?
    Teams participate in hands-on exercises to learn the flow and rhythm of a Takt-based project.
    Can I choose between a 1-day or 2-day Takt Simulation?
    Yes. We offer flexible formats to fit your team’s schedule and needs.
    Who should participate in the Takt Simulation workshop?
    Superintendents, PMs, site supervisors, contractors, and engineers.
    How does a Takt Simulation improve project planning?
    It shows teams how to structure zones, manage flow, and coordinate trades in real time.
    What will my team learn from the onsite simulation?
    How to build and maintain takt plans, manage buffers, and align trade partners.
    Is the simulation tailored to my specific project type?
    Yes. Scenarios can be customized to match your project.
    How do Takt Simulations improve trade partner coordination?
    They strengthen collaboration by making handoffs visible and predictable.
    What results can I expect from an onsite Takt Simulation?
    Improved schedule reliability, better trade collaboration, and reduced rework.
    How many people can join a Takt Simulation session?
    Group sizes are flexible, but typically 15–30 participants per session.

    Foreman & Field Engineer Training

    What is Foreman & Field Engineer Training?
    It’s an on-demand, practical program that equips foremen and engineers with leadership and planning skills.
    How does this training prepare emerging leaders?
    By teaching communication, crew management, and execution strategies.
    Is the training on-demand or scheduled?
    On-demand, tailored to your team’s timing and needs.
    What skills do foremen and engineers gain from this training?
    Planning, safety leadership, coordination, and communication.
    How does the training improve communication between field and office?
    It builds shared systems that align superintendents, engineers, and managers.
    Can the training be customized for my team’s needs?
    Yes. Programs are tailored for your project or company.
    What makes this program different from generic leadership courses?
    It’s construction-specific, field-tested, and focused on real project application.
    How do foremen and field engineers apply this training immediately?
    They can use new systems for planning, coordination, and daily crew management right away.
    Is the training suitable for small construction companies?
    Yes. Small and large teams alike benefit from building flow-based leadership skills.

    Testimonials

    Testimonials

    "The bootcamp I was apart of was amazing. Its was great while it was happening but also had a very profound long-term motivation that is still pushing me to do more, be more. It sounds a little strange to say that a construction bootcamp changed my life, but it has. It has opened my eyes to many possibilities on how a project can be successfully run. It’s also provided some very positive ideas on how people can and should be treated in construction.

    I am a hungry person by nature, so it doesn’t take a lot to get to participate. I loved the way it was not just about participating, it was also about doing it with conviction, passion, humility and if it wasn’t portrayed that way you had to do it again."

    "It's great to be a part of a company that has similar values to my own, especially regarding how we treat our trade partners. The idea of "you gotta make them feel worse to make them do better" has been preached at me for years. I struggled with this as you will not find a single psychology textbook stating these beliefs. In fact it is quite the opposite, and causing conflict is a recipe for disaster. I'm still honestly in shock I have found a company that has based its values on scientific facts based on human nature. That along with the Takt scheduling system makes everything even better. I am happy to be a part of a change that has been long overdue in our industry!"

    "Wicked team building, so valuable for the forehumans of the sub trades to know the how and why. Great tools and resources. Even though I am involved and use the tools every day, I feel like everything is fresh and at the forefront to use"

    "Jason and his team did an incredible job passing on the overall theory of what they do. After 3 days of running through the course I cannot see any holes in their concept. It works. it's proven to work and I am on board!"

    "Loved the pull planning, Takt planning, and logistic model planning. Well thought out and professional"

    "The Super/PM Boot Camp was an excellent experience that furthered my understanding of Lean Practices. The collaboration, group involvement, passion about real project site experiences, and POSITIVE ENERGY. There are no dull moments when you head into this training. Jason and Mr. Montero were always on point and available to help in the break outs sessions. Easily approachable to talk too during breaks and YES, it was fun. I recommend this training for any PM or Superintendent that wants to further their career."

    agenda

    Day 1

    Foundations & Macro Planning

    day2

    Norm Planning & Flow Optimization

    day3

    Advanced Tools & Comparisons

    day4

    Buffers, Controls & Finalization

    day5

    Control Systems & Presentations

    faq

    UNDERSTANDING THE TRAINING

    What is the Virtual Takt Production System® Training by LeanTakt?
    It’s an expert-led online program designed to teach construction professionals how to implement Takt Planning to create flow, eliminate chaos, and align teams across the project lifecycle.
    Who should take the LeanTakt virtual training?
    This training is ideal for Superintendents, Project Managers, Engineers, Schedulers, Trade Partners, and Lean Champions looking to improve planning and execution.
    What topics are covered in the online Takt Production System® course?
    The course covers macro and micro Takt planning, zone creation, buffers, weekly updates, flow management, trade coordination, and integration with CPM tools.
    What makes LeanTakt’s virtual training different from other Lean construction courses?
    Unlike theory-based courses, this training is hands-on, practical, field-tested, and includes live coaching tailored to your actual projects.
    Do I get a certificate after completing the online training?
    Yes. Upon successful completion, participants receive a LeanTakt Certificate of Completion, which validates your knowledge and readiness to implement Takt.

    VALUE AND RESULTS

    What are the benefits of Takt Production System® training for my team?
    It helps teams eliminate bottlenecks, improve planning reliability, align trades, and reduce the chaos typically seen in traditional construction schedules.
    How much time and money can I save with Takt Planning?
    Many projects using Takt see 15–30% reductions in time and cost due to better coordination, fewer delays, and increased team accountability.
    What’s the ROI of virtual Takt training for construction teams?
    The ROI comes from faster project delivery, reduced rework, improved communication, and better resource utilization — often 10x the investment.
    Will this training reduce project delays or rework?
    Yes. By visualizing flow and aligning trades, Takt Planning reduces miscommunication and late handoffs — major causes of delay and rework.
    How soon can I expect to see results on my projects?
    Most teams report seeing improvement in coordination and productivity within the first 2–4 weeks of implementation.

    PLANNING AND SCHEDULING TOPICS

    What is Takt Planning and how is it used in construction?
    Takt Planning is a Lean scheduling method that creates flow by aligning work with time and space, using rhythm-based planning to coordinate teams and reduce waste.
    What’s the difference between macro and micro Takt plans?
    Macro Takt plans focus on the overall project flow and phase durations, while micro Takt plans break down detailed weekly tasks by zone and crew.
    Will I learn how to build a complete Takt plan from scratch?
    Yes. The training teaches you how to build both macro and micro Takt plans tailored to your project, including workflows, buffers, and sequencing.
    How do I update and maintain a Takt schedule each week?
    You’ll learn how to conduct weekly updates using lookaheads, trade feedback, zone progress, and digital tools to maintain schedule reliability.
    Can I integrate Takt Planning with CPM or Primavera P6?
    Yes. The training includes guidance on aligning Takt plans with CPM logic, showing how both systems can work together effectively.
    Will I have access to the instructors during the training?
    Yes. You’ll have opportunities to ask questions, share challenges, and get real-time feedback from LeanTakt coaches.
    Can I ask questions specific to my current project?
    Absolutely. In fact, we encourage it — the training is designed to help you apply Takt to your active jobs.
    Is support available after the training ends?
    Yes. You can access follow-up support, coaching, and community forums to help reinforce implementation.
    Can your tools be customized to my project or team?
    Yes. We offer customizable templates and implementation options to fit different project types, teams, and tech stacks.
    When is the best time in a project lifecycle to take this training?
    Ideally before or during preconstruction, but teams have seen success implementing it mid-project as well.

    APPLICATION & TEAM ADOPTION

    What changes does my team need to adopt Takt Planning?
    Teams must shift from reactive scheduling to proactive, flow-based planning with clear commitments, reliable handoffs, and a visual management mindset.
    Do I need any prior Lean or scheduling experience?
    No prior Lean experience is required. The course is structured to take you from foundational principles to advanced application.
    How long does it take for teams to adapt to Takt Planning?
    Most teams adapt within 2–6 weeks, depending on project size and how fully the system is adopted across roles.
    Can this training work for smaller companies or projects?
    Absolutely. Takt is scalable and especially powerful for small teams seeking better structure and predictability.
    What role do trade partners play in using Takt successfully?
    Trade partners are key collaborators. They help shape realistic flow, manage buffers, and provide feedback during weekly updates.

    VIRTUAL FORMAT & ACCESSIBILITY

    Can I access the virtual training from anywhere?
    Yes. The training is fully accessible online, making it ideal for distributed teams across regions or countries.
    Is this training available internationally?
    Yes. LeanTakt trains teams around the world and supports global implementations.
    Can I watch recordings if I miss a session?
    Yes. All sessions are recorded and made available for later viewing through your training portal.
    Do you offer group access or company licenses?
    Yes. Teams can enroll together at discounted rates, and we offer licenses for enterprise rollouts.
    What technology or setup do I need to join the virtual training?
    A reliable internet connection, webcam, Miro, Spreadsheets, and access to Zoom.

    faq

    GENERAL FAQS

    What is the Superintendent / PM Boot Camp?
    It’s a hands-on leadership training for Superintendents and Project Managers in the construction industry focused on Lean systems, planning, and communication.
    Who is this Boot Camp for?
    Construction professionals including Superintendents, Project Managers, Field Engineers, and Foremen looking to improve planning, leadership, and project flow.
    What makes this construction boot camp different?
    Real-world project simulations, expert coaching, Lean principles, team-based learning, and post-camp support — all built for field leaders.
    Is this just a seminar or classroom training?
    No. It’s a hands-on, immersive experience. You’ll plan, simulate, collaborate, and get feedback — not sit through lectures.
    What is the focus of the training?
    Leadership, project planning, communication, Lean systems, and integrating office-field coordination.

    CURRICULUM & OUTCOMES

    What topics are covered in the Boot Camp?
    Takt planning, day planning, logistics, pre-construction, team health, communication systems, and more.
    What is Takt Planning and why is it taught?
    Takt is a Lean planning method that creates flow and removes chaos. It helps teams deliver projects on time with less stress.
    Will I learn how to lead field teams more effectively?
    Yes. This boot camp focuses on real leadership challenges and gives you systems and strategies to lead high-performing teams.
    Do you cover daily huddles and meeting systems?
    Yes. You’ll learn how to run day huddles, team meetings, worker huddles, and Lean coordination processes.
    What kind of real-world challenges do we simulate?
    You’ll work through real project schedules, logistical constraints, leadership decisions, and field-office communication breakdowns.

    LOGISTICS & FORMAT

    Is the training in-person or virtual?
    It’s 100% in-person to maximize learning, feedback, and team-based interaction.
    How long is the Boot Camp?
    It runs for 5 full days.
    Where is the Boot Camp held?
    Locations vary — typically hosted in a professional training center or project setting. Contact us for the next available city/date.
    Do you offer follow-up coaching after the Boot Camp?
    Yes. Post-camp support is included so you can apply what you’ve learned on your projects.
    Can I ask questions about my actual project?
    Absolutely. That’s encouraged — bring your current challenges.

    PRICING & VALUE

    How much does the Boot Camp cost?
    $5,000 per person.
    Are there any group discounts?
    Yes — get 10% off when 4 or more people from the same company attend.
    What’s the ROI for sending my team?
    Better planning = fewer delays, smoother coordination, and higher team morale — all of which boost productivity and reduce costs.
    Will I see results immediately?
    Most participants apply what they’ve learned as soon as they return to the jobsite — especially with follow-up support.
    Can this replace other leadership training?
    In many cases, yes. This Boot Camp is tailored to construction professionals, unlike generic leadership seminars.

    SEO-BASED / HIGH-INTENT SEARCH QUESTIONS

    What is the best leadership training for construction Superintendents?
    Our Boot Camp offers real-world, field-focused leadership training tailored for construction leaders.
    What’s included in a Superintendent Boot Camp?
    Takt planning, day planning, logistics, pre-construction systems, huddles, simulations, and more.
    Where can I find Lean construction training near me?
    Check our upcoming in-person sessions or request a private boot camp in your city.
    How can I improve field and office communication on a project?
    This Boot Camp teaches you tools and systems to connect field and office workflows seamlessly.
    Is there a training to help reduce chaos on construction sites?
    Yes — this program is built specifically to turn project chaos into flow through structured leadership.

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    Day 3

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    Day 4

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    Day 5

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