Excel for Builders

Read 9 min

I have tested hundreds of applications for planning and scheduling in construction. What strikes me is that all of them are trying to read our mind about how we run our business, make assumptions about how we operate, and make generalizations about the dynamics involving the people we employ. Most of them are in love with their application, not us.

Recently I took a Toyota or TPS approach to making long term decisions for scheduling applications in construction. I applied the advice to, “only use proven technologies,” and, “make decisions as a group slowly and implement fast” to the question of what applications I could recommend for construction scheduling. Here is what I found…

Only two softwares come to mind when I think of what I can promote when it comes to planning and scheduling (especially in a Takt system) for construction. At the top of the list is Excel. If Microsoft is doing 1 thing right it is Excel. Many builders achieve a high level of success because they have learned and utilized Excel for their work. I have had the privilege of training and teaching many people like this, and most are further down their career path than those who have not chosen to learn Excel. To give you the same gift, I have chosen to write this blog post where I highlight my favorite tools in Excel and how you can build any schedule with it.

 

 

The image above is a great reference included to help kick start you on an amazing Excel journey. Before you Excel experts click away I have one final offer:

We have a world class training that can teach anyone in construction to use Excel to manage any size of project. You will learn to stabilize your project and give yourself back the time you needed to optimize your operations. Sign up today and come join the builders who have found their work life balance.

(CLICK HERE TO ACCESS) 

 

Here are some of the best tips we have for any Builder wanting to sharpen their skillsets:

Formatting – We will start by showcasing formatting tips to make your content visually appealing and understandable. Please experiment with these on your computer.

Formatting Tips

Fonts & Sizes

Borders

Cell Color Fill

Font Color

Bold, italics, Underline

Justification

Format Cell Alignment

PRO TIP – Format Paint

HOT KEYS – If you want to go fast in Excel, use Hot keys. There are a few that you need to learn to be proficient. I set my left hand by the keyboard ready to use any of the commands below at a moments notice. Here are my favorites:

Hot Keys Tips

Copy – Ctrl + c

Paste – Ctrl + v

Undo – Ctrl + z

Cut – Ctrl + x

Select All – Ctrl + a

Save – Ctrl + s

Find – Ctrl + f

F7 – Spell Check

For more hot keys go here: (Click here)

Move by Highlight – When you need to move something, simply highlight it and move it with your cursor. (beware of merged cells).

Special Paste – Excel has added more paste options so keep testing them out and see what they do. Here are my new favorites:

Special Paste List

Formulas

Formatting

No Boarders

Keep Source Formatting

Values

Values and Source Format

Paste Picture

Paste Link

PRO TIP – Transpose (this takes things that are horizontal and pastes them vertical or Vice a versa.

 

Sum, Count, Average by Highlighting – This will save you a lot of time. At the bottom of your screen you will see the list showing these sums when you highlight a group of cells. This will save you time in needing to create formulas.

 

Creating a List – Ever see people make a drop down of things to pick from? Jealous? Don’t be, just do this:

Step 1 create a list:

Select the Data Tab in the Ribbon and then Data Validation:

Make Sure the Allow has selected (List), and then select the list you just created by clicking this source button:

You just did it, you are now in the cool club:

There are a lot more things to learn, but you can start here and keep learning. Soon enough you will be addicted to Excel and able to complete to use it for your scheduling tasks. If you liked this please drop us a line or a comment.

 

 

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!

Got Buffers?

Read 17 min

The vast majority of professionals in construction are conditioned to add “fluff” to a schedule so they have enough time for their projects. This causes unintended and negative results including:

  • Unreliable Schedules – Because the dates for future activities are not correct or reliable, project teams cannot rely on them. This is what we call, “moving target syndrome” and the real reason why CPM, Bar charts, and gantt charts are abandoned or don’t reflect what is happening in the field.

  • Two Schedules – Because industry teams are trying to hide the fluff in a schedule, they typically keep two schedules-a schedule to drive the actual durations of production, and the other to communicate to the owner.

  • Hidden or Lost Data – When “fluff” is added in the schedule and not notated or visible it can be lost, making it harder to improve or optimize the plan.

  • Fake: SS, FF, Lags – When “fluff” can’t be added to activity duration because of some requirement, most professionals resort to adjusting logic or relationship ties that are hidden and harder to verify what they mean. This is why there are scheduling specifications out there that require a rational for each lag and safeguard each relationship link with special software and reports, but this is over-processing.

  • Lack of Trust – Owners have seen this and is the big reason why there are third party schedule auditors, large CPM specifications, and a negative stigma against time buffers in construction schedules.

Yet there is a very high likelihood that something will happen on our job sites that prevents us from producing work 100% on time according to a “critical path.”

This is called inevitable variation, we live in the real world and just like Mike Tyson said, “Everyone has a plan until they get punched in the mouth”.  This is where we find ourselves, looking for a way to minimize the negatives in the list above. But knowing deep down that we still needing to adjust our schedules for life’s variation thrown at us. So the best of both worlds is planning to get punched in the mouth and having a process on how to deal with it.

A study done by Greg Howell, Marion Russell, Simon Hsiang, and Min Liu identified 47 potential inevitable types of variation that builders may encounter during the life cycle of a project. They examined data from 36 different construction companies across the United States and found these categories were the major rational on why buffers need to be in any construction plan & schedule. Here is a shortened list:

  1. Unique Project Characteristics

  2. Prerequisite Work Not Complete

  3. Detailed Design / Working Method Not Finalized

  4. Labor Force Inefficiency

  5. Equipment and Tools Not Adequate

  6. Materials and Components Not Available

  7. Work / Jobsite Conditions

  8. Management/Supervision/Information Flow Interruption

  9. Weather

Their study shows us that there are many types of fluctuations that we will face in construction and that we will need a few different ways to account for the different types of variation we will face.

In another study about construction buffers by Janosch Dlouhy, Marco Binninger and Shervin Haghsheno we are shown why Takt is the best system for finding available buffer time in our schedules. This gives us a systematic way to account for and visualize these buffers and use them to absorb variation.

Work-packaging & Parallelization

The first step to gaining buffers in a schedule is to focus on work-packaging and parallelization. This means we package work steps into work packages that become Takt wagons.

 
 

When things are “paralleled or packaged” together it obviously allows for more time in our schedule. (See image above)

The process is quite simple. We first understand the sequence of work with the teams input, and we review the time frame identified for each task. The Takt time will become apparent as the packaging process takes place. Work activities will be gathered into Takt wagons which creates our Takt sequence and legend.

Once the work packages (scopes of individual process types) are in a wagon, we then can create the unoptimized takt plan. Just following this step will allow more time than traditional planning. To see this detailed process see this video:

From there you can start to adjust your batch size to find more time to allow us time for buffers. The video above should have explained this well for you.

Batch/lot Size Reduction

Using Little’s Law (a production law) applied for construction, we can find extra time that allows us to add in the buffer at net zero duration change to the original plan. Meaning that if you are on a job right now and are dealing with a tight time frame and falling behind, the best recovery tool that will give you the best chance to finish on or ahead of time is Takt. Click on colored image above for video on Little’s Law Calculation.

 
 
Below is another great visual on ensuring we have the right batch sizes and are properly using parallelization.
 
 
In the image above there are three schedules that have 4 scopes of work to complete. Changing from schedule 1 to 2 is breaking up the work into three sub areas or three small takt zones. If this is completed you can then achieve schedule 3 which is aligning them and finishing as you go. Allowing you 6 time frames from 7-12 that is now able to be used as buffer time to adjust for variation.
 

Harmonization

 
Looking at the image above you can see there are different durations for each activity, and this example also shows that there are some activities are not in some areas. On the Left we see a standard CPM waterfall type representation of a schedule; while on the Right we see the harmonization of the same information with the same overall duration of time per scope of work.
 
 

This is not only doing what some might call line of balancing but it is also allowing for the differences in your production areas and still accounting for the empty takts which should not be considered buffers. If the design changes and all scopes end up being in all areas these “empty takts” would be filled with this work.

Thus, just by harmonizing the sequence and production you will find a large % of time hidden in your schedule.

Logistical Sequencing / Long Running Processes

If you have a list of takt zones that all have the same sequence but one of them has a large amount of work or more work-packages you will be able to sequence the zones in a way that you find lost and hidden time. Prioritizing the longest train first in the logistical sequence will reduce your overall duration. This is a simple one to map out, test it both ways and see what your results are. Just like above the extra time is sitting there just because the overlap of subsequent work.

If you want to read the whole paper by Janosch DlouhyMarco Binninger and Shervin Haghsheno here is the link to their IGLC Paper: (Click here)

 

So how and where are we supposed to add buffers? Here is the answer that we will simplify for you.

We have made a really nice one sheet that will help you as a guide when adding buffers you can download it here for free:

The major buffer types with some examples are:

  • Systemic buffer: This is a buffer type that is naturally a part of the system. An example of this would be Saturday and Sunday at the end of a 5-day Takt time.

  • Empty Takt: This is simply a Takt or cell in Excel that is left empty and serves as a buffer.

  • Takt time buffer: An entire Takt time scale is used as a buffer in the system. Carving out the weeks of Thanksgiving and Christmas as a buffer in the United States is an example of this.

  • Buffer wagon: This is a wagon that serves as a buffer within the Takt sequence.

  • Wagon buffer time: This is a small buffer built into the actual Takt wagon itself. This means the wagon within the Takt time is not planned to be 100% efficient.

  • Calculated end buffer: The CEB is the buffer shown at the end of the project that can be considered the project buffer or contingency in the schedule.

There are buffers at the Takt Time level, Work-package level, the Macro Level, The Takt system level, a cycle time level and just about everywhere we look …. But we can’t just add in buffers everywhere because it would cause waste.

The image below is a simplified way of communicating that there is a point at which there will be too much buffer and that is just as bad as too little.

This turns into a balancing act where we review, watch and monitor each Takt time within the Takt production system and during Takt control. If you have too many buffers you adjust. If you have too little you adjust. And you get it to the optimized spot where the work can proceed clean and steady.

There is one last help we will provide. There is something called the Stability Parametric that shows us when we are balanced with our buffers in our Takt plan. Here is a quick image that will help you see how this works:

This is why there is no Takt plan without buffers and why I titled this post Got Buffers? Because if you don’t…. you are not Takt planning.

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 Qualifies as a Takt plan?

Read 5 min

What Qualifies as a Takt plan?

I think sometimes we are too strict about Takt planning formats. We should be strict about Takt planning standards, but the format is very flexible. Let’s see what I mean…

This is what a typical Takt plan looks like:

 
 

It is beautiful and well organized.

So, here is a question for you:

“Is this a Takt plan?”

 
 

To find out, let’s look at the definition of a Takt plan:

To be a Takt plan, your schedule must…

  • Be a visual schedule showing time and space

  • Show work, trade, and logistical flow

  • Be scheduled on a rhythm

  • Be planned with the appropriate buffers

  • Stabilize the pace of work with one-process flow and limiting work in process

  • Have a reasonable overall project duration

If your plan does not meet these requirements, it is not a Takt plan.

So, does our last visual meet the criteria? YES!!! See the visual below to see how.

 

 

Additionally, if you collapsed the bar chart into a single row, you would see it in this format:

 
 

It looks a lot like a Takt plan to me. So, what makes this different than most look ahead schedules the industry uses? I will tell you:

1. It is color-coded by trade

2. The format does not show weekends

3. The schedule was planned first by breaking out areas or zones

4. It meets all the requirements of a Takt plan

If it was black and white, with weekends, without area breakouts, and not planned on a rhythm with buffers, I would not call this a Takt plan. Below we describe the difference between a normal industry Bar Chart and a Multi-row Takt plan.

Bar Chart Definition:

 

Multi-row Takt Plan:

A Multi-row Takt Plan is a simple schedule and shows a graphical presentation of work activities categorized by a time scaled bar line AND zone location. Crews and scopes of work are color codes so you can see trade flow. So, why does this matter?

In order to allow Takt to fully scale throughout the industry, we have have to be open to more dynamic formats while staying true to Takt planning best practices. I hope this has been insightful as you travel along your Takt journey.

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!

Schedule Review Questions

Read 20 min

Every plan and schedule should be reviewed before the project NTP. We hope this list of questions can help trigger better conversations to ensure the plan is complete and that all risks and opportunities are known and become a part of a weekly mitigation and action plan.

 

General questions:

  • Are there any Owner activities that the contract requires be included in the construction schedule?

  • Does the schedule contain design/GMP/permitting? Have they been broken down appropriately to be trackable?

  • Are bid packages required and if so, are they each tied to separate phased design, permitting, bidding, approvals, contracts, procurement?

  • Is the 90 day startup schedule in there to trigger early items?

  • Most of the time we will begin coordination with exterior, elevators, and long lead early on. We will need the full procurement schedule for glass, metal panels, elevator, and the like entered in so we can track with the trade partner.

  • Are things like historic preservation and remediation in there?

  • Do we know if there are utility re-locates for the project? This is a huge schedule hit. Need to make sure all of those are researched and entered.

  • Have BIM activities been scheduled and vetted by the person assigned?

  • Do we have time for BIM Modeling, and can we start it early?

  • Are there any requirement due to soils, or site conditions?

  • If soils are bad, have remediation activities been Identified and designed? (aggregate Piers, Driven Piers or Drilled Piers)?

  • Will shoring be required? If so, do we have time to design the shoring as procure the materials for the shoring?

  • Are sequence paths separated so we have permitting, coordination, and buyout all connected to the completion of design? Need to check them separately?

 

Permitting questions:

  • If there is demolition, have we identified the required permits? (Air Quality, or Soils disturbance)?

  • Has and environmental study been performed? If not, has the study time been accounted for in the schedule?

  • Is the Fire Sprinkler or other deferred design (metal joists, elevator, metal buildings, etc.) and City Review accounted for. (TI Sensitive)

  • Have we confirmed the permitting process and duration from the City? Is a permit required? (State and Federal Projects do not require a City Permit) Who is the Permitting Authority? (City, County, Stated, or Federal).

  • Do we know the sequence of permitting. You cannot begin foundations until the salvage and make-ready items are complete… Do we know that our schedule points us to proper closeout for our permits? Meaning, does the grading and drainage permit need to be 100% in order for us to get TCO?

  • Will the project be permitted in Packages?

  • Have the review of Utility Companies been accounted for in the schedule?

  • Has the design time for the utility companies been accounted for in the schedule?

  • Is there hazardous materials at the site, and has the permitting and remediation been accounted for in the schedule?

  • Put in activities for the hoist and tower crane. Especially FAA permits.

 

Procurement questions:

  • Does procurement and other items take into account division 1 spec requirements? Review times?

  • Early or long lead procurement identified?

  • Are pertinent procurement activities entered in with a buffer activity at the end to absorb delays? (can be called “just in time delivery” or “Just in time leveling”)

  • Have we included mockups?

  • Does the exterior mockup trigger the release of all materials, or is it an assembly mockup, not performance?

  • Will field measurements be required before material is ordered? (Counter Tops, Metal Panels, Glass)

  • Is it appropriate to guarantee openings in order to eliminate long lead times late in the project?

  • Have we accounted for the procurement duration of owner provided items. (can we tell them when they need to order and deliver items the owner will provide?)

  • Is procurement strategically entered, has the PM reviewed and confirmed durations, and is it leveled for the designers?

 

Construction questions:

  • Ensure the bottlenecks area all crew tied (preferably all trades are crew-tied in the final schedule)

  • Ensure P6 aligns with the takt plan if applicable

  • Are there comeback areas needed for loading platform, trash chute, man/material hoist, and tower crane tie-back removal?

  • Make sure all dry-in ties are correct.

  • Look at the completion of exterior to interiors and ensure there are no come-back areas.

  • Look at staging of elevator on level 1 or basement. Do not plan on building that area right away.

  • Level 1 will always be torn up during construction. Can you go top, down?

  • Have we coordinated the schedule with the steel erector, so we represent the sequence the building will be erected? (the rest of the building will sequence off this plan)

  • For exterior, perform a flow analysis.

  • For concrete, perform an area flow analysis.

  • Have we accounted for the how the building will be scaffolded? (set up times, and how workers will move around the exterior)

  • Schedule primary MEP rooms, chases, roof equipment, and system startup.

  • Do we have when the permanent power will be turned on for the building? (Do we have a Plan?)

  • Suggest to schedule all electrical rooms to go early with mold resistant gyp board.

  • Are all utilities tied in to support the building? Gas, water, domestic, sewer?

  • Is storm drain up and running by the time you get to the roof?

  • Do you need a temporary roof?

  • Are all trades coordinated to match the throughput of the system

  • Does the flow incorporate specialty rooms? (Restrooms, IDF, MDF, Mech, Fire Rise, SES, etc.) Would it make more sense to break up?

  • Analyze position of building in your timeline and look for weather impacts

  • Schedule Air On a month after power at the soonest. Need a good sequence for air on.

  • Need to get IDF rooms going as soon as possible. This will build the network.

  • Structural cabling and IT equipment are typically by Owner. This needs to be detailed out and communicated. This is super important.

  • Is furniture or Owner move-in identified?

  • Build stairs ASAP after structure. (Show in bid schedule so the Steel trade partner can bid it that way)

  • Expedite elevators as much as possible. Steel should go in right away.

  • Prioritize areas with a lot of rooms or work adjacent to the exterior.

  • Detail out site work by phase and in detail.

  • Basements take a long time. Make sure you schedule a basement with enough time and space.

  • Long lead metal panels will always conflict with site work. If it comes from China, and it is specialty, plan for 16-20 weeks.

  • Masonry shafts take time. Build it in the sequence so stairs and other things can start behind.

  • Look for specialty flooring and add durations to the schedule.

  • Look at the RCP and add in time for hard lids.

  • Is there rock on the site that will require remediation (rock breaking, or Blasting)

  • Do we show asphalt paving in cold weather months when the plants will be closed.

  • Is offsite work shown in the schedule?

  • Is there snow melt under the walkways? (Has this been designed?)

  • Avoid large piles of dirt that will sit on the site for long periods of time, this will get in the way of building other elements on the project

  • How are we going to control mud and site access during bad weather?

  • When will the trailer be removed? (Will the trailer need to be moved during construction to allow construction where the trailer was originally placed).

  • Are the SWPPP activities accounted for in the schedule?

  • Have we accounted for haul routes and haul times for to export and import materials?

 

Site Work questions:

  • If there are pier / piles / deep foundations, has the duration these been verified with a production rate & crew?

  • Do you have access & sufficient area for pier / piles / deep foundations, no starting successor right after piling?

  • Are there access constraints from exterior skin scaffold or equipment that affect sitework?

  • Has sitework been scheduled and tied to the proper completion milestone (final or substantial)

  • If working in cold winter climates, has planting and landscaping been examined vs. seasons (no winter planting in UT and no Summer in AZ)?

  • Is there adequate time for shoring/ earth retention and mass excavation?

 

Structure questions:

  • Are the ties between deck forming and pours accounted for?

  • If reshoring is necessary, is there a tie between shore removal and its successor?

  • Do we have a deck between Steel Erectors and any workers underneath them

  • Do we have multiple large pours on the same day? (Can we do this with the crews available?)

 

Exterior questions:

  • If the building is structural steel, the exterior skin should not start on an elevation until fireproofing is moving up ahead of them (overspray nets in the way)

  • If the building is CIP concrete, the exterior skin starts AFTER reshores are removed and coordinated with interior MEP OH RI for access.

  • Is there set-up and take-down time where scaffolding is required?

  • Has exterior skin been scheduled realistically and crew tied? (Does the Exterior Flow from area to area, and have we communicated this flow to the trade partners? We need them to get their material in the order that flows through the project)

  • Has exterior skin considered tower crane, swing stage, scaffolding, lifts, and other constraints?

 

Interiors questions:

  • Ensure the skin and roof are done enough by the time drywall or insulation (absorptive) starts

  • Ensure exterior skin is in place in time for interior framing and drywall to connect to it. If not, are there comeback areas

  • If the interior has a high ceiling area requiring scaffold “dance platform”, is the top complete before flooring and lower successor activities start (access constraint)?

  • Do the elevator durations look reasonable, have they been vetted with the trade partner?

  • Is the elevator start properly tied to hoist way readiness checklist items (hoist way enclosed 3-sides, roof over hoist way, power, etc.)?

  • Do you have core restrooms or stairs that make sense to break out as a separate WBS from the balance of the floor? (Kitchen, IT rooms, Mechanical/Electrical Rooms)

  • If the decks are structural steel & metal deck, are these being started with MEP RI at least 2 floors below erection area above (safety)

  • If the decks are structural steel & metal deck, is the fireproofing at least one floor below the last placed concrete SOD (allow deflection and “dripping” deck)?

  • If the decks are structural steel & metal deck, is the fireproofing complete in an area before you start OH MEP RI

  • If the decks are CIP concrete, is your MEP OH RI starting AFTER reshores are removed?

  • Are interior sequences in a good flow?

  • Are priority fire rated walls needed in conjunction with MEP OH RI to allow work completed with access to perform firestopping or acoustical stopping? (Top Down Drywall Early Walls)

  • Is there some form of climate control functioning before high end millwork is installed? If not, is there a risk plan to manage?

  • Have we accounted for time for wood products to acclimatize to the building?

  • Have basements been analyzed to make sure the equipment fits?

  • Are there punch list activities for each area, are they crew tied?

  • Have we accounted for above ceiling work before we drop the acoustical ceiling tiles? (Taking the tiles in and out multiple times destroys them).

  • Is there something that can be Prefabricated? (Walls, Piping, Duct, Racking, Duct Banks, ect.)

 

Commissioning questions:

  • Ensure commissioning is detailed enough at the end of the schedule.

  • Is the path for turning power on built in the schedule?

  • Do we show the path to Air On and is it linked back to finishes?

  • Does it contain the pre-con template commissioning section, and has that been adapted to be project specific?

  • Has the Commissioning schedule been reviewed and coordinated

  • Do we have a path for Water, Sewer, Data, Gas connected?

  • Will there be a commissioning agent? And what are their requirements?

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!

The Books Every Super Should Read!

Read 21 min

I am currently writing the second version of Takt Planning & integrated control book  and just finished the draft of the section suggesting what books every Superintendent should read. I decided to post this on our blog for anyone who wants to get a head start on the list. Enjoy!

The books listed below have been instrumental to me in my career as a Superintendent. I hope you will find this useful in your career as you select the books you may want to read in your career to take your next step:

High-Performance Habits: How Extraordinary People Become That Way by Brendon Burchard:

In this book, Brendan Burchard explains the six high-performance habits that effective leaders must master to succeed. If you struggle with clarity, energy, necessity, productivity, influence, or courage, I highly recommend you pick up this book.

 

Leadership and Self-Deception: Getting Out of the Box by The Arbinger Institute:

Every superintendent should read this book. In this work, you will learn how to “get out of the box.” That is a saying that describes how we can leave the metaphorical box of self-deception that we allow when we become triggered, assume negative intent, and engage in unhealthy interpersonal interactions. This book provides guidance for breaking that pattern and re-framing every difficult situation so that we can do the right thing and remain in control of our emotions.

 

How to Win Friends and Influence People by Dale Carnegie:

This book will help you develop your interpersonal skills. It was initially written as a lecture series about how to deal with people. It is well written, with illustrative stories in every section. Many have found this book life-changing and immediately implementable, and we hope you will too.

 

The Speed of Trust: The One Thing that Changes Everything by Stephen R. Covey, et al.:

Have you ever wondered what it takes for someone to trust you? Would you like to know? Character and competence. A person must know your intentions, character, track record, and abilities. Stephen R. Covey outlines a pattern of behavior for us that we can use to build trust, which is the first step in team building.

 

It’s Your Ship: Management Techniques from the Best Damn Ship in the Navy by Captain D. Michael Abrashoff:

In this wonderful read, Captain D. Michael Abrashoff takes you through the story of leading the crew on the USS Benfold. I think superintendents should read this because it showcases the ownership, creativity, and high standards any leader can have when directing their project or ship.

 

Extreme Ownership: How U.S. Navy SEALs Lead and Win by Jocko Willink and Leif Babin:

If you have ever struggled with any form of a victim mentality, consider reading this book. Jocko Willink provides examples from his experience on deployment about how to be accountable, own the mission, and move forward as a competent team leader.

 

The Goal: A Process of Ongoing Improvement by Eliyahu M. Goldratt:

This book provides the basis for creating flow in manufacturing and must be translated to construction so we can focus on flow.

 

The Bottleneck Rules: The Go-To Guide to Eli Goldratt’s Theory of Constraints (TOC) and his Business Novel ‘The Goal’ (Theory of Constraints Simplified) by Clarke Ching:

This book does a nice job of simplifying the novel “The Goal.” It discusses in detail how to identify and optimize bottlenecks on a project.

 

This is Lean: Resolving the Efficiency Paradox by Niklas Modig and Par Ahlstrom:

This is the best book about lean and lean concepts on the market. Every superintendent in our industry, and every person for that matter, should read this book.

 

Toyota Production System: Beyond Large-scale Production by Taiichi Ohno:

If a superintendent wants to understand the foundations of lean and the difference between flow and pull, this book is a must-read.

 

The Lean Builder: A Builder’s Guide to Applying Lean Tools in the Field by Joe Donarumo and Keyan Zandy:

This excellent book summarizes how to implement the Last Planner® system in construction.

 

Scrum: The Art of Doing Twice the Work in Half the Time by Jeff and J.J. Sutherland:

This is an exceptional book summarizing how to implement Scrum as a scheduling system.

 

2 Second Lean: How to Grow People and Build a Fun Lean Culture by Paul A. Akers:

In 2 Second Lean, Paul Akers teaches the process of implementing lean principles that have worked for him in his manufacturing facility. The concepts do not tie exactly to construction but can be applied to any leadership situation. He leads the reader through the process of creating a lean culture of excellence. He simplifies it so that anyone can understand and does it in an interesting and abbreviated form. We recommend everyone study this book a few times to be sure to absorb the message.

 

Elevating Construction Superintendents: A Principle Based Leadership Guide for Assistant Supers and Superintendents in Construction (The Art of The Builder) by Jason Schroeder:

This is fundamental to understanding how a superintendent can approach their role in construction.

 

Takt Planning & Integrated Control: A Fable and Instructional Guide about Creating Stability and Flow on Projects with The Takt Production System Supported by Last Planner® and Scrum by Jason Schroeder with Spencer Easton:

CPM is not the best scheduling method in construction. This book outlines how to create, implement, and use Takt planning in construction as the master scheduling system.

 

Multipliers, Revised and Updated: How the Best Leaders Make Everyone Smarter by Liz Wiseman, John Meagher, et al.:

This is a must for a leader focused on becoming better at their job. There are multipliers and diminishers in this world. Diminishers don’t believe in people and micromanage. Multipliers believe in people and multiply their efforts!

 

Mindset: The New Psychology of Success by Carol Dweck:

This is likely the most important book of the century. It outlines the difference between a growth and fixed mindset. Every leader should read this book so they can adopt a growth mindset and really thrive in their career.

 

Essentialism: The Disciplined Pursuit of Less by Greg McKeown:

This book is crucial for leaders that feel overwhelmed. A Senior Super must focus on what is essential, and this book will help with that focus.

 

How to Stop Worrying and Start Living by Dale Carnegie:

In How to Stop Worrying and Start Living, Dale Carnegie again provides advice that has no equal in the form of how to reduce stress and worry. For those who tend to suffer from stress and anxiety, the practical steps he lists in the book can make the difference between a happy and productive life and one of constant misery.

 

The Upside of Stress: Why Stress Is Good for You, and How to Get Good at It by Kelly McGonigal:

There is good stress and bad stress. This book will help any leader identify the difference and move as much of the pressure as possible from the stressful category to the helpful.

 

The Life-Changing Magic of Tidying Up: The Japanese Art of Decluttering and Organizing by Marie Kondo.

In this book, Marie Kondo explains the Japanese philosophy of practicing cleanliness and organization in an effort to strive for perfection. It is hard for people to understand the need for cleanliness on projects in this industry. That is because we are all conditioned to mediocrity. With her passionate approach to tidying, Kondo can inspire the reader to reach for perfection and joy in cleaning. Everything on-site should bring joy to the workers, owners, and management team. She will show you how.

 

33 Strategies of War by Robert Greene:

As a superintendent, I really appreciated this book about military strategy. However, some chapters do not apply—for instance, the chapters about espionage. If a Super reads this with a selective eye, they will glean wisdom from indispensable history.

 

The Art of War by Sun Tzu:

Everyone knows this is a classic for any leader interested in logistics, strategy, and tactics.

 

The Motive: Why So Many Leaders Abdicate Their Most Important Responsibilities by Patrick Lencioni:

This book is remarkably clear about what leaders should focus on so they do not abdicate what only a leader can and should do.

 

The Five Dysfunctions of a Team: A Leadership Fable by Patrick Lencioni:

This book is essential for anyone who is part of a team or leads one. Every team will struggle if they do not apply the principles of building trust and employing healthy conflict. It’s hard to believe, but the answer to how we can be a good team is simple and contained in this book.

 

Death by Meeting: A Leadership Fable…About Solving the Most Painful Problem in Business by Patrick M. Lencioni:

This book will help any leader to run a remarkable meeting.

 

The Advantage: Why Organizational Health Trumps Everything Else In Business by Patrick M. Lencioni:

This book shows how scaling communication is key to any leadership position and team.

 

The Truth About Employee Engagement: A Fable About Addressing the Three Root Causes of Job Misery by Patrick M. Lencioni:

This book will help you as a leader to be a good manager and create engagement with your direct reports.

 

The Ideal Team Player: How to Recognize and Cultivate the Three Essential Virtues by Patrick M. Lencioni:

The Ideal Team Player describes, in the form of a fictional story, the attributes needed to be a good team player. Patrick Lencioni demonstrates the need to be humble, hungry, and smart. You may think you know what those words mean, but there is much more to each of them than what initially comes to mind. The book’s message is helpful, insightful, and life-changing if applied.

 

The Toyota Way: 14 Management Principles from the World’s Greatest Manufacturer by Jeffrey Liker:

The 14 principles in this book are crucial to lean construction implementations. Jeffrey outlines the key principles that will support and benefit any construction project.

 

The Leader Who Had No Title: A Modern Fable on Real Success in Business and in Life by Robin Sharma:

This book is a little corny, but it clearly identifies in a simple manner what steps each leader should take to give and develop influence.

 

The Go-giver: A Little Story About a Powerful Business Idea by John David Mann & Bob Burg:

This book changed my life. Every leader must focus on giving to be ultimately successful. This book will help change your perspective so you can provide more and lead the way you want.

 

Switch: How to Change Things When Change is Hard by Chip and Dan Heath:

Switch was written to help people with implementation. If you have already learned the art of dealing with people, the next step is to find safe and effective ways to lead individuals and groups through the process of change. The authors take the reader through a thought-provoking analogy of the Rider, the Elephant, and the Path. The Rider is our intellect, the Elephant is our motivation, and the Path represents our circumstances when trying to change. All three must work together. Chip and Dan Heath provide practical steps to help us implement change when it becomes hard. The book is important because it will allow builders to become adept at implementing change on projects. Without this practical knowledge, it can be easy to fall victim to unavoidable circumstances.

 

The Captain Class: The Hidden Force That Creates the World’s Greatest Teams by Sam Walker:

This book shows how any leader can support and enable their team for optimum performance.

I hope you enjoy these books as I have. If you don’t like reading actual books, consider Kindle. If that does not work for you, consider Audible. If Audible does not work for you, a service called Blinkist summarizes these books for you into Blinks that total around ten minutes of listening time.

 

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!

Production Comparisons

Read 8 min

How do we increase production in self-perform work? Well, this is a complicated topic with many aspects to the answer, but I can tell you there is one very key thing we can do to increase production for our crews: See the target and hit the target daily!!!

So, what are some of our targets? We have safety targets, schedule targets, and quality targets. These are all super important. To hit the target, we must see it. So, I hope you have clear safety, schedule, and quality standards and expectations on your project site. If you do, great!!! You are ahead of most people in construction. But one target I never see when touring the US on projects is a solid production target.

So, what is a production target?

There are a few types. Let me explain:

1. Production Rate Target – this is the target that is quantified in the amount of work accomplished by labor hour or crew hour for a specific scope of work. This target allows you to know if your labor hours are being spent well, and ensures your people are producing work at a good rate. This is a great measure. It tells you if you are hitting the mark. One last note on this one though…. It tells you if you are hitting the mark, but it may not help you know why you are or are not hitting it.

2. Quantity per day Target – this is the target that most projects use. They simply track if you can complete a certain amount of work per day by crew size. This is a helpful measure, but it primarily shows whether we are on schedule in our work.

3. Optimized Target – I call the third one the optimized target. This one is designed to show how a crew can be productive in the time they have to do a task, and, in the space they must work. It targets the most optimized flow of work in time and space. I like this format because it allows you to see where you can make improvements and do better tomorrow! Below is how it works…

First, you identify your work for the day. For the example below, lets take 180 linear feet for water line installation in a roadway. We first select the time intervals. For this one, we have identified every 10 minutes. Secondly, we select the stations we will measure, or the areas. For this one, we have identified every 20’-0”. We have also added a legend to the left showing tasks by crew. P is the Pipe crew; G is the Grading crew.

As you can see, when the schedule is populated, you can see where everyone is supposed to be throughout the day. Check it out.

 
 
 

Now, what do we do with that information? I will tell you. We compare this data with what we do that day. When we do that, we can see why deviations happen. If we can see when deviations happen, we can then fix them and improve production.

 

If we know what winning looks like daily, and we track what happens in the field, we can then see and fix deviations. If companies implemented this system on their projects with their foremen, they would save millions of dollars. We usually lose money in self-perform in these four areas:

1. Estimating busts

2. Untrained foremen and workers

3. Rework

4. Production loss

The fourth one, production loss, accounts for much of the fee loss. I invite you to try this on one of your projects with one of your foremen. If you do, you will quickly see at least a 25% increase in production. So, then ask yourself, what if you could get everyone to do 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!

Fresh Eyes

Read 11 min

In construction, sometimes, you get blinders on and don’t dig deep enough to see and prevent possible problems. It is important not to do this because projects begin to fail when unforeseen problems, roadblocks, and constraints surprise us. So, we must be able to dig deeper, prevent sooner, and win before we begin work!

Doing constructibility and risk reviews is not new in construction, but how often does it really happen? The best teams take time to get some Fresh Eyes and perspectives in their planning. Every time we do a Fresh Eyes meeting before construction it sets up the project team for success. Let me say this! “We win the project in Preconstruction!” Most of the project success is decided before we ever step foot onsite!

The “Fresh Eyes Meeting” is key to the successful implementation of a great plan. When paired with a Takt plan, this meeting enables deeper conversations before planning is complete. The “fresh eyes” meeting is held before submitting a final GMP and signing a prime agreement. The goal of the meeting is to gather over one hundred years of similar building experience in the room with the project team to function as “fresh eyes.” The team conducts a meeting that takes participants through the following agenda points:

  1. Project Overview

  2. Team Approach

  3. Logistics Approach

  4. Schedule (Takt Plan)

  5. Project Risk Assessment

  6. Solutions Brainstorming

  7. Risk and Opportunity Assignments

  8. Milestone Setting

The first four agenda items are in purple and are the presentation portion of the fresh eyes. The team showcases these items at a minimum to show what major systems and tools the team is using on how to deliver the project. The last agenda items, in Green, is where the fresh eyes take place. Let me take some time to give a short example of why we have landed on this agenda and what it can do for you when you hold fresh eyes:

Project Overview

This is where the team can do a run-through on the type of project, location, size, scope, owner, design, and basic data points about the project, showcasing any phasing maps and doing a quick run-through on Takt zone maps as a start.

 
 

Another really important section for the project overview is understanding the customer and what value means to them on this project. We recommend doing a “conditions of satisfaction” to make sure everyone on the team and in the fresh eyes meeting can see and understand this before proceeding any further.

 

Team Approach

The roles and responsibilities from the functional teams show how the project team will win and interact, as well as how the project will ultimately succeed. This graphic shows a process that has been used to show these functional teams on larger scale projects.

Logistics Approach

Beginners study tactics, armchair generals study strategy, but expertly seasoned war generals focus on logistics. General Patton focused on his logistics and supply chains and ultimately was the reason why he was so effective against the Nazis in WW2. Much like his approach, the best tool a builder can have in construction is a logistics plan. Here is a visual that shows how detailed these can get:

 
 

I have been testing a software that is top-notch and easy to use, so I suggest checking them out:

https://www.cmbuilder.io/

 

Schedule (Takt Plan)

By now, you know my stance on Takt Planning. When you are able to see a level 3-4 schedule all on one page and review it and understand it with a group in a short amount of time, the results are amazing. Check out this video of O’shea Builders being an amazing construction group doing a fresh eyes for their project.

Project Risk Assessment

This is the time to ask the attendees with the “fresh eyes” to put on their skepticism glasses and identify things that could or might go wrong with this project and plan. Recently, Jason did a podcast about the 10th person rule, so if you want ideas on how to make this process, better listen here:

Solutions Brainstorming

Once we have identified the risks, we can attempt in the meeting to find ways to mitigate these. This ensures that the meeting is positive and not just focused on what the team could have done better but gives feedback to make sure that we are winning.

Risk & Opportunity Assignments

Creating a risk and opportunity matrix or register that identifies what the fresh eyes and team can see is the key to winning; we can compile the list and focus on removing or mitigating these risks to avoid future issues. Here is a podcast about the risk and opportunity register:

Milestone Setting

This is the perfect time to set our goals for the project and make sure we know the intervals at which we should be producing value on the project.

Basically, for set periods of time in the meeting, the team has the opportunity to present the project plan. Then as a group, we all shoot holes in it, brainstorm possible solutions, make assignments, and set targets for performance. With this knowledge from the “fresh eyes” team members, the team can mitigate risks and begin work with a complete project plan. Once the team has reached a GMP, submitted to the owner, signed a contract, and received an NTP, it is time to execute. These mitigation items can then be reviewed each week in the team meeting.

The whole fresh eyes idea revolves around The Takt Production System, which, in this 2hr free webinar, we will showcase this system and give insights into how this fresh eyes meeting will help finalize any great pre-construction efforts.

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!

We do not have a Critical Path in construction, we have Critical Flow.

Read 9 min

Since the 1960s construction has been contractually bound by one management system known as the Critical Path Method or CPM. Our current loss of productivity and trend of failed or crash landed projects in the construction industry is a direct reflection of how this system and other standards are performing.

Less than 30% of projects using CPM finish on time at an average project variance of 53 days behind substantial completion. This is arguably one of the root causes of a decrease in incoming labor into the industry and statistics showing we have the highest levels of alcoholism, stress, divorce, and suicide in construction as comparison to other industries.

If these results in construction are even in small part due to the scheduling system and process, we should be looking into any way to change our approach, including examining if how it works is providing the benefits we need.

The focus on how long something can slide until it is a problem (float) and the hyper-focus on one singular path that defines the end date (Critical Path) are the main tools used in the industry.  This focus is misdirected and damaging our ability to complete projects on time and protect the very people we rub shoulders with.

We should be able to understand from our schedule of choice how the job is performing and project when the project will end. So what indicators show this? Float or something else? When you look at the chart below, you can see the stacking of colors (trades and scopes). This clearly shows us that we are starting with decent trade flow, but near the middle of the schedule, we lose that flow, and it begins to stack vertically. The green arrow shows where the date of the project will likely end based on the available resources. One thing you will notice is that the first red arrow on the left of the chart and the green arrow at the end are at the same angle or rate of production, meaning that when we find the flow for the phase of work or project, we can project when it will finish.

Flow Summary from CPM Schedule showing trade stacking:

 

Take the chart below for instance, which is the same as the one above; it shows what the critical path might be, bouncing around through the project’s web of relationships and ties between the activities. Yet, as seen from the colored bars on the chart, the scopes of work are stacked at the end and there is an inevitable “Crash Landing” for this project if things do not change. The blue arrow is where the project will end if this plan is not changed. So, the critical path analysis did not help us to see the project health or project an accurate end date. The worst part is that we won’t realize this until we are experiencing the consequences of the trade stacking. We won’t see it because the CPM critical path tells the team everything is okay until activities start to drift and it becomes too late.

Critical Path Visual:

At the very end of the project things stack up and it becomes a mad dash to finish on time. Have you ever been on a project where the end feels like a triathlon, and you end up working 14hr days and Saturdays to try and keep the end date? This is what we call a Crash Landing, and sadly, it is the norm right now in our industry.

Takt works so well in construction because its format shows us trade flow or the lack of it. Showing this allows us to better project the end date of our construction project, giving us the sufficient time to build and correct deviations. An understanding of how trades and resources flow through the job is what brings the high accuracy to a construction schedule-this is done in only in Takt.

We will leave you with one final thought on this. When we are able to keep crews and trades flowing through the project, both the Trade Partner and the General Contractor achieve their goals. Which means this is where we should focus because, in construction, we do not have a critical path, we have a critical flow!

Proper Schedule with Trade Flow:

 

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 Takt Plan?

Read 11 min

Probably one of the most important questions out there is, what is Takt? Is it like CPM? Is it separate from the Last Planner® System? Does the word stand for something as an acronym? Well, you have come to the right place to find out. Let’s takt, …oops, I mean take this journey together.

 

So what is Takt? Takt planning is a scheduling method that is highly visual, shows all three types of flow, is scheduled with rhythm, continuity, and consistency, that has buffers, in one-process flow, which limits work-in-process, and has a reasonable project duration. Let’s break these down one by one:

A Visual Schedule:

A Takt Plan is a plan that can usually be shown on a single page. The format is so simple it lends itself to being highly visible. In the format you see below, the columns represent a time duration, the rows represent a Takt Zone, and the colored boxes represent a scope of work, or trade, or package of scopes and trades. So, each box or cell represents the visualization of time and space. To be a Takt plan, it must be a visual schedule like the one you see below.

 

Three Types of Flow:

A Takt plan must see all three types of flow; workflow, trade flow, & logistical flow. Work flow is the flow of continuous work within an area on the project. Trade flow is the flow of a trade or trades from area to area in a flow, and logistical flow is the flow from area to area in an ordered sequence, which also dictates the ordered sequence of design, coordination, procurement, buyout, and permissions. Only a Takt plan can show you all three types of flow. As you will learn later in this blog series, you must have high levels of work flow and trade flow to be successful. In traditional schedules, you can only see a limited amount of work flow and logistical flow. This is a problem because you need high levels of trade flow to finish well on a project. In conclusion, you must be able to see all three types of flow for it to be a Takt plan.

 
 
 

Rhythm, Continuity, & Consistency:

A Takt plan has to be scheduled with a rhythm, targeting continuous work in each area, with the intent to plan and level consistent work. If a schedule stacks trades and does not synchronize the schedule to a Takt time, or rhythm time, then it is just a normal, “push” schedule, and not a flow schedule. Takt planning is a system where work in each area is scheduled to be continuous, where possible, within the work area or Takt zone, but more importantly, synchronized with all other areas on a rhythm. This allows worker counts, material inventory, information, equipment usage, and supervision and administration needs to be leveled with consistency. Consistency then reduces variation, allows for more preparation time, and reduces costs. To be a Takt plan, it must be scheduled on a rhythm, with continuous work, that provides a consistent environment where we respect workers and make money by leveling.

 
 

Buffers:

Takt planning, when used as a stand-alone system, or when paired with LPS® or SCRUM, is the only scheduling system designed to optimize and create buffers in the system. This is the antithesis of a critical path where you design a schedule with a string of activities with zero float. We should never design a project with a critical path-we must have buffers. Buffers allow us to absorb, without creating panic and pushing, the roadblocks, problems, and delays every construction project will encounter. If you do not have buffers, you do not have a Takt plan. Below is a video that showcases Buffer Management with Takt.

One-process Flow & Limiting Work-In-Process:

One-process flow allows us to limit work-in-process and level the project workflow. This is important because the project management team, trade partners, and workers must be able to handle the workload in an even fashion-the peaks and valleys need to be evened out so quality work can be installed throughout. To simplify this, we will say that one-process-flow is where we execute work, in the right consistent levels, at the right time, as we go-meaning, we inspect, finish, clean, and sign off phases of work as we go instead of doing things in batches. Doing this allows us to plan things first, build them right, and finish as we go. If we do not have one-process-flow, we do not have Takt planning.

 


A Reasonable Project Duration:

Last, and maybe the most important, is that we must have a reasonable overall project duration. Paradoxically, when we cut a project duration short of what is needed, the team panics, starts to push, and then our operations become analogous to putting out fires with one-hundred dollar bills-we are losing money and heading for a crash landing. Conversely, if we plan a reasonable project duration, with buffers, then the team can track the project in a consistent and stable rhythm, which respects workers, balances teams, preserves families at home, and adds to the bottom line of the project by finishing earlier under budget. Takt planning, when designed correctly, does this well, and it does it well early on in design. Takt planning allows you to plan a project more accurately early on in the macro-level. If we do not have a reasonable overall project duration, we do not have a Takt plan, again, we have a push schedule instead.

In conclusion, we don’t want users, software developers, and critics to start using Takt planning the wrong way and labeling it with a bad name and reputation. What is described above is a Takt plan. We hope you have found this helpful as you take your Takt journey. This is the way.

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!

Logistics is # 1

Read 5 min

Create Your Logistics Map

Your Logistics Map cannot just be a map you create, post, and use one time. It is a strategic planning tool that will allow you to properly control your project. It should be intelligently designed, easy to follow, nice to look at, and kept up-to-date. Every good superintendent will utilize a system to control logistics in an intentional and remarkable way.

 
 

The key to production is not just the work, but effective material supplies to the work.

I remember that we began using a logistics plan for day planning at a pharmacy project where I worked. On the day plan maps, we would identify where materials were to be staged, where work was taking place, and then sent that drawing to every worker in the field. Our forklift operator, crane operator, and foremen began using that map to control the site. It was so remarkable to take a stagnant plan and turn it into a daily planning tool.

Plan the appropriate items and visually communicate to control logistics with the other leaders on the project site. You will want to plan for the following things at a minimum:

  • Area control

  • Clear access ways

  • Trailer position and organization

  • General site configuration and design

  • Flow of deliveries

  • Traffic patterns

  • Pedestrian patterns

  • Site security

  • New utility construction

  • Equipment mobilization and demobilization

  • Loading platforms

  • Pumping

  • Slick lines and placing booms

  • The hoist

  • The crane

  • Equipment staging

  • Staging locations

  • Site signage

Get help when creating your daily logistics plan. If you do this, you will begin the planning of your terrain, which has been a habit throughout centuries with the best generals in war.

Determine the following:

  • Flow of construction

  • Entrances to the Jobsite (You really need 2, if possible)

  • Trailer location (Always get this off-site when possible or out to the construction area)

  • Trade partner offices

  • Dumpster location

  • Temp restrooms (Keep them grouped together NOT all spread out)

  • Material laydown

  • Fire lane

  • Temp water and temp power

  • Parking lots

  • Temp fence

  • Site organization

  • Site signage

  • Emergency gathering points

  • Disaster planning

  • Emergency personnel access and planning

If you want or need help with your logistics plan, please reach out to us at 602.571.8987 or at jasons@elevateconstructionist.com.

 

Also, please download this .pdf template with its toolbox objects.

PLAN TEMPLATE:

PLAN TEMPLATE WITH TOOLBOX OBJECTS:

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.

    agenda

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    Day 4

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    Day 5

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