What Tools Or Systems Are Most Commonly Used To Track Progress And Manage Issues On Site?

Read 6 min

How to Track Progress and Solve Problems on a Construction Site

Tracking progress and solving problems on a construction site is no small task. In this blog, we’ll explore the most effective systems available today — not just the traditional ones, but those that actually help field teams execute better and faster.

This topic came from a listener question, and it’s one I’m especially excited to answer because so many teams struggle with ineffective methods.

What Doesn’t Work and Why:

Before we dive into what does work, let’s quickly cover what doesn’t:

  • Critical Path Method (CPM): It doesn’t provide real-time or accurate feedback and leads to pushing work rather than planning it intelligently.
  • Earned Value Management (EVM): Measures cost efficiency, not actual production or quality.
  • Labor tracking: Doesn’t account for productivity or actual output.
  • Drone flyovers and worker movement tracking: Promising, but still evolving.
  • Baseline comparisons: Lock you into plans that can’t adapt to field realities.
  • Percent Plan Complete (PPC): Useful only when paired with Takt and continuous improvement otherwise, it’s just a lagging indicator.

The KPIs That Actually Matter:

To really understand progress and proactively solve problems, focus on these KPIs:

  1. Roadblock Removal Average: Measures how many days before impact you resolve roadblocks identified in your look-ahead planning. The higher the number, the more proactive your team is.
  2. Remaining Buffer Ratio: Tells you how much schedule buffer you have left compared to what you should have at a given point. If it’s under 1, you’re at risk.
  3. Perfect Handoff Percentage: Tracks how often trade-to-trade handoffs go smoothly. A high score here (ideally over 80%) reflects clear coordination and preparation.

The Mother of All Tracking Systems: Zone Control Walks:

The best way to monitor actual progress? Visual control.

Set up zone maps and logistics boards on the wall of your conference room. Do daily zone control walks each morning to inspect handoff areas. These handoffs are the heartbeat of progress.

Then, before your afternoon foreman huddle, mark problems visually on the zone maps with red dots or magnets. These problems become the only agenda. You’re not asking how many people are on-site — you’re solving issues before they stall work.

The Two Keys to Progress and Problem Solving:

  1. Know your handoff status every day through zone walks.
  2. Solve problems visually with the trades before they impact tomorrow’s work.

If you implement this system, not only will you track progress more accurately, but your team will actively solve problems in real time a true game-changer.

Key Takeaway:

Tracking progress through daily zone walks and solving problems visually with the trades is far more effective than relying on outdated metrics like CPM or EVM — real-time visibility and proactive collaboration are the keys to project success.

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’s The Best Way To Start Understanding And Managing The Daily Schedule And Look-Ahead Planning?

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How to Start Managing the Daily Schedule and Look-Ahead Planning on a Construction Project

What’s the best way to understand and manage daily scheduling and look-ahead planning on a construction project? In this blog, we break down exactly how a Project Manager, Assistant PM, Superintendent, or Assistant Super can start getting involved in short-interval scheduling and daily production planning—starting today.

This topic came directly from a listener question, and I’m excited to walk you through the key concepts and tools that make this process manageable and effective.

Understanding the Three Key Types of Schedules:

First, let’s clarify some terms:

  • Schedule = the demand side.
  • Production Plan = the supply side—what’s actually possible in relation to the schedule.

So, when we talk about short-interval planning, we’re really focusing on production planning. There are three primary tools:

  1. Day Plan:
    A detailed communication tool that outlines logistics, zoning, and roadblocks for just one day. This should be visible to all workers on the jobsite.
  2. Weekly Work Plan:
    A Monday–Friday commitment plan that maps out trade handoffs and sets clear expectations.
  3. Look-Ahead Schedule:
    This covers 3 to 6 weeks out and is used to align material procurement and remove roadblocks in advance.

Step 1: Strategic Planning (Weekly):

Once a week, preferably as a Superintendent, you should review the full production plan—from start to finish. Check whether the overall project is still tracking well and that there are buffers in place. Also, confirm material procurement and supply chain health.

Step 2: Look-Ahead + Weekly Planning (Usually Tuesdays):

Break this into two parts:

1. Look-Ahead Planning:

  1. Spend 5–10 minutes with trades to ensure that each scheduled activity has all the necessary labor, materials, tools, layout, and information.

If anything is missing, flag it as a roadblock—not a constraint. Roadblocks need to be removed proactively.

2. Weekly Work Planning:

  1. Slice one week from the look-ahead schedule and plan detailed commitments and handoffs. Identify key zones where one trade hands off to another.

Create a visual format that includes:

  • Look-ahead on top.
  • Weekly plan below, with individual rows for each activity.
  • Zone and logistics markings (Z and L).

Post this schedule visibly and make sure it’s accessible to the team.

Step 3: Afternoon Foreman Huddles:

Each afternoon, after work begins, hold a foreman huddle. This is where the team asks: What do we need to solve today to ensure tomorrow is successful?

This is not a headcount meeting. Everyone should already know what they’re doing and where. This is strictly about solving problems—especially those identified visually (e.g., marked red Xs).

Use zone maps and logistics boards inside your conference room to make issues visible and guide the conversation.

Step 4: Worker Huddle (Daily):

Now that the plan is in place, communicate it. Orient your workers at the start of the day by sharing:

  • What’s happening today.
  • Weather conditions.
  • Inspection times.
  • Material deliveries.
  • Any risks or blockers.

The goal is for everyone to see as a group, know as a group, and act as a group.

In Summary:

Here’s your weekly and daily rhythm:

  • Strategic planning.
  • Look-ahead planning.
  • Weekly work planning.
  • Day-before coordination (foreman huddle).
  • Worker huddle.

These steps are essential, especially for Supers and Assistant Supers who want to lead effectively in the field.

Key Takeaway:

Effective scheduling on a construction project starts with understanding the difference between demand (the schedule) and supply (the production plan)—and succeeds through a consistent weekly rhythm of strategic planning, look-ahead coordination, daily problem-solving, and clear communication to the field.

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

Creating Your Primary Control Plan In Construction

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Creating Your Primary Control Plan in Construction

In this blog, we’re diving into the critical step of creating your primary control plan—the foundational system that guides all layout and survey work on your project. If you’ve already seen our previous blog on getting coordinates and verifying your basis of bearings, this is the perfect next step.

Once you’ve locked down your coordinates and verified the property corners with contract surveyors, it’s time to begin developing the primary control plan. This is the intermediate step between your pre-construction survey prep and your boots-on-the-ground layout activities. Think of this as the bridge between design and field execution.

Getting on the Same Coordinate System:

One key lesson: everything must be on the same coordinate system. Whether you’re using state plane or geodetic coordinates, consistency is non-negotiable. Mismatched coordinate systems can cause serious layout issues, like what happened on a project in Austin, Texas. Make sure the basis of bearings, property corners, and building points all match exactly.

Building the Primary Control Plan:

The current plan lives in AutoCAD and includes:

  • Verified basis of bearings.
  • Verified property corners.
  • Points for each building.

We’re now moving into creating baselines for each building using grid line intersections. From these, primary control points will be laid out around the project site. The field engineer or surveyor will use total stations to backsight and forward shoot across these points, verifying their accuracy using direct and reverse shots. This setup allows for precise 90-degree turns and accurate layout of any building element.

What the Final Plan Looks Like:

We’re aiming for a complete primary control file that includes:

  • Coordinates for all points.
  • Distances and azimuths.
  • Elevations where necessary.
  • Clear grid layouts and secondary baselines.

Everything will be prepared and aligned in AutoCAD, and we’re well on our way to a fully controlled site.

Surveyor Scope Is Key:

None of this works without the right scope for the surveyor. That includes:

  • A full boundary survey.
  • Verification of the basis of bearings.
  • Property corner validation.
  • Monument layout for control points.
  • As-built certifications.

When you combine this with a clear interface between the surveyor and the field engineer, your project is set up for success.

Final Thoughts:

Our CAD files are nearly complete. The monuments are about to be set. Once everything’s posted in the office trailer and installed in the field, we’ll revisit this topic with a final walkthrough. Until then, I hope this blog gives you a solid foundation for understanding and building your own primary control plan.

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

Why PPE Is Important In Construction

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Why is personal protective equipment (PPE) important in construction?

In this blog, I’ll Walk you through three critical points:

  1. Why PPE is crucial.
  2. How we designed ours at Lean Built.
  3. How PPE ties into your company image and marketing.

Let’s get one thing straight: I’m psycho about this. You might be thinking, “Jason, I love your other content—we’re practically homies—but I’m not with you on the PPE thing.” Let me explain.

Why It Really Matters:

I’ve run multiple projects as a superintendent with zero tolerance on PPE. If someone didn’t wear their safety glasses, they were respectfully sent to a safe area. Over a two-year period with up to 380 workers on-site, I only had to send 20 people home. That’s not a lot.

Why? Because people are smart.

If we can trust them with forklifts and cranes, we can trust them with safety glasses. But here’s the deal: safety glasses are not just about the eyes. They’re a leading indicator. If someone won’t wear glasses, they probably won’t wear fall protection or use a seatbelt in a lift.

How we do one thing is how we do everything. PPE sets the tone and mindset for the whole team.

Look Like Pros, Act Like Pros:

General Patton once said his troops got beat because they didn’t look, act, or train like soldiers. Same goes for construction. Once you cross that gate onto the job site, it’s full gear: hard hat, safety glasses, hearing protection (if needed), vest, workwear, and boots.

It’s about mindset.

That’s why personal protective equipment needs to be intentionally designed—unless your company already has a solid system. Companies like Hensel Phelps use hard hat colors to indicate tenure. I love that approach. And in this blog, I’ll walk you through exactly how we do it at Lean Built.

Our PPE at Lean Built:

At Lean Built, we went with sleek, black Cask-style hard hats with built-in glasses, breathable materials, and our branding. They look sharp. We issue gloves, cool glasses, high-quality vests, and proper boots.

The result? When people see our team, they say, “Where can I get PPE like that?”
Whether it’s LeanTakt, Lean Super, or Lean Built—we look excellent.

Design It with Purpose:

Ask yourself:

  • Should your hard hats come in different colors for seniority?
  • Do your vest, gloves, and glasses match your brand and purpose?
  • Are you planning for prescription eyewear?
  • Does your team look like a unit?

The PPE should be functional and reflect your brand identity.

PPE Is Part of Your Marketing:

Yes, you read that right.

If you’re investing in a website, logo, social media, and signage—why would you not include PPE as part of your marketing strategy? It shows identity. It shows pride. And how you wear your PPE tells people how you approach your work.

So, you might still be thinking, “J Money, this is a bit much.” But I promise—it’s not. PPE is a big deal, and I hope it becomes a big deal to you too.

Let’s intentionally design our PPE. It’ll make a huge difference.

Key Takeaway:

Personal protective equipment isn’t just about safety—it’s a reflection of your company’s culture, mindset, and brand. When designed intentionally, PPE sets the tone for professionalism, trust, and team pride on every project site.

If you want to learn more we have:

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

Discover Jason’s Expertise:

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

 

 

On we go

How To Come Up With A Mission And Vision Statement

Read 7 min

How to Create a Vision and Mission Statement for Your Construction Company

If you’re building a business—especially a new or small one—here’s something that might surprise you: the biggest problem I see during consulting is that most companies don’t actually know who they are. They don’t know where they’re going, and they haven’t clearly defined their core values.

Yet these are the very foundations of every other system you’re trying to create.

People often ask me:

  • “Jason, can you help us create an operating system?”
  • “Can you help us build a training program?”
  • “Can you help us hold job site teams accountable?”

My answer? I can—but not until you know your vision, your mission, and your values. Because without those, how do we know where we’re going?

Why a Vision Statement Is Your Starting Point:

In the world of EOS (Entrepreneurial Operating System), we use a tool called the Vision Traction Organizer. Your version might go by another name, but the concept is the same: you have to understand your purpose, your destination, and your core beliefs before you can build any effective system.

In this blog, I want to share the exact approach we use to create our vision and mission, why it’s critical, and how it benefits our teams on the project site. Let’s dive in.

A Game-Changing Resource:

I highly recommend the book Traction by Gino Wickman. It’s a cornerstone of how we think about business vision and structure. Wickman explains the Vision Traction Organizer in a way that’s powerful and practical—and it’s backed by thousands of high ratings on Amazon.

Anchor Your Team to a Bigger Purpose:

You need to give your team something to rally around. Why are you here? Is it just about profits? Or is it about excellence, care, and legacy?

When you create a strong vision statement, you’re giving your team clarity on:

  • Who you are.
  • Why your work matters.
  • What direction you’re headed.

What Should Your Vision Include?

We recommend including:

  • A “Who We Are” paragraph (a short narrative that describes your identity).
  • Your Mission Statement (what your company is committed to doing).
  • Your Purpose (why you’re doing this work).
  • Your Core Values (the principles that guide decisions).

For example, our mission is to be the “Paul Akers of construction companies.” We aim to be clean, organized, safe, beautiful, and lean. That’s what we do. Our purpose? To master the art of Lean Construction. And we use this framework to guide every decision.

Let’s Talk About Core Values:

Some leadership experts recommend having no more than five core values. We have six:

  1. Transparency.
  2. Respect for people.
  3. Lean-focused construction.
  4. Quality for clients and developers.
  5. Care for trade partners.
  6. Planning as a central practice.

These are not just buzzwords—we actually use them to guide hiring, firing, rewards, and correction. And they’re designed beautifully in a Canva document that lives with us daily, not just on a wall.

Why This Matters More Than You Think:

Without a clear vision:

  • Your team won’t know if they’re headed in the same direction.
  • People won’t know how their work connects to the mission.
  • You won’t be able to decide who fits your culture—and who doesn’t.

When your vision is alive in the hearts and minds of your team, it becomes the compass for your entire company. That’s when your business starts to thrive.

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 The Purpose Of A Project Dashboard?

Read 6 min

What Is a Project Dashboard? How to Truly See Your Project

In this blog, I want to talk to you about something that could absolutely change the way you manage your construction projects: the project dashboard.

At its core, a dashboard allows you to see your project—your KPIs, the status of procurement, and the implementation of critical systems. And let me be clear: lean systems are seeing systems. You cannot run a lean project if you can’t visualize and quickly identify problems.

We use dashboards not to admire pretty charts, but to trigger action. That’s the whole point—find the issues, mark them, and then address them before they grow into real problems. Even if there are 50 elements on your board, it only takes a short, focused review to identify red flags, mark them visually (think red dots or magnets), and make them the agenda for your next project meeting.

Let’s walk through some of the key components you’ll find on an effective dashboard:

  • Timeline and Pre-construction Status.
  • Planning Systems like First Planner, Takt Production, and Last Planner.
  • Zone Maps and Logistics Plans.
  • Conditions of Satisfaction.
  • Constraints and Roadblocks.
  • Team Health and Trade Partner Prep.

Now, here’s the twist: I don’t want you to automate this. Not with Power BI. I want humans engaging with it. We want people to see the issues, to grade themselves, and to interact with the dashboard to continuously improve. Because when you can clearly see problems, you can solve them.

And yes—this can take effort. But if we want a successful project, we have to do more than display data. We have to use that data to drive meaningful conversations and outcomes.

Our dashboards include red dots that show problem areas, just like chicken pox. If we see those red dots, we know something’s off—and we can treat it. From project health to procurement concerns to safety issues, everything is visible, and everything is actionable.

One of the most powerful parts of this system is how it allows us to communicate status and problem areas to owners and teams. Whether it’s an email summary, a visual board, or a live meeting discussion, the dashboard drives alignment and speed—not by rushing, but by making work ready and clearing the path.

Just like a dashboard in your car warns you when the engine’s overheating or the oil is low, your project dashboard helps you monitor and adjust so your team stays safe, productive, and on track.

If you want to learn more we have:

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

Discover Jason’s Expertise:

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

 

 

On we go

Designing Your Bathrooms For The Craft

Read 6 min

Designing Your Bathrooms for the Craft: Why It Sets the Tone for Your Jobsite

In this blog, we’re going to dive into something that might not seem groundbreaking at first—bathrooms on the jobsite. But hear me out. If you care about quality, safety, and culture, then how you design and maintain your bathrooms says everything about your leadership.

Let’s be real—if you want to start lean, you start in the bathroom. Paul Akers says it, and I stand by it. The way your site treats workers—starting with restrooms—sets the tone for everything else.

Early Planning Is Key:

During Pre-Construction, we should identify where we’ll place portable restrooms—with hand wash stations, trash cans, and either shade tents or heated enclosures for cold weather. Ideally, we also consider temporary bathroom trailers that truly take care of our craft professionals.

One commitment we’ve made as a company? The management team doesn’t get separate restrooms. We use the same facilities as the craft. If it’s not good enough for us, it’s not good enough for them.

Industry Shoutouts: We’re Moving in the Right Direction:

It’s been encouraging to see quality setups on jobsites. On a recent trip, I saw a DPR site in Phoenix and an Oakland site that had completely dialed in restrooms—clean, shaded, and clearly well thought out. That’s the gold standard. And the best part? We don’t need regulations or unions to force us into caring—we can do it because it’s the right thing.

Options That Work:

We use rentable restroom trailers when possible—clean, well-kept, and available for male and female workers. When that’s not feasible, porta potties (or “honey buckets” as I call them) with hand wash stations and trash cans are totally fine—as long as they’re well-maintained.

Let’s get this straight: three cleanings per week is the minimum. Don’t let your service provider talk you into more units instead of more cleanings. Clean matters more.

Other Considerations:

  • Shade and weather protection are critical—no one wants to use a restroom that’s freezing or sweltering.
  • If it’s not suitable for your grandma, it’s not suitable for your crew.
  • Bathrooms should be conveniently located on the logistics plan, and if you need more units, get them.

Final Thoughts:

Design your bathrooms during Pre-Construction. Get them into the budget. Make them a priority. Because how you treat your workers is how they’ll treat your site. And how your site looks and feels is how your client will experience your 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

Temporary Water Planning In Construction

Read 5 min

How to Plan for Temporary Water on Your Construction Site

Temporary water planning might not seem like the most thrilling topic, but it’s absolutely essential—especially if you want to avoid delays and confusion on day one of your project. In this blog, I walk you through a solid approach to temporary water planning using three critical elements: a detailed plan, a clear timeline, and a site sketch.

Why Water Comes First:

Unlike temporary power or comms, temporary water is often easier to get—but that doesn’t mean it’s less important. You need it on day one for dust control, grading, and overall site safety. Especially in places like Maricopa County, AZ, dust control regulations make this a non-negotiable.

The Three Essentials:

  1. The Plan:
    The temporary water plan might look wordy at first, but it’s packed with real insight. One of our engineers built it using ChatGPT, experience from previous projects, and electrical/water system knowledge. It includes:
  • Regulatory requirements.
  • Pre-installation prep.
  • System design and protection.
  • Installation process.
  • Troubleshooting and maintenance.

We’ve even used this plan in our bid packages to help trade partners understand their scope.

  1. The Timeline in InTakt:
    You’ll see how we built out the full timeline in InTakt, linking activities to key milestones like concrete work and site prep. This ensures that your water setup happens well before you need it—not after.
  2. The Site Sketch:
    Using Miro, we created a sketch showing water access points across the site—laydown areas, trailers, dust control points, and cooling stations. With a visual like this, everyone knows where water connections are, what the system serves, and what needs to be coordinated.

Why It Matters:

This isn’t just about running a hose. It’s about being prepared, reducing risk, and ensuring your subcontractors and field teams have what they need, when they need it. We’ve even included this water plan in scopes of work and communicated it clearly in pre-bid meetings.

Key Takeaway:

Having a clear temporary water plan—including a documented strategy, a timeline in your scheduling tool, and a site sketch—ensures you’re ready on day one, keeps your project compliant, and eliminates confusion among contractors and trades.

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 Testing & Inspection Register

Read 5 min

How a Testing & Inspection Register Can Level Up Your Quality Control

Let’s be honest: “Testing and inspection register” doesn’t sound like the most exciting thing in the world. But if you’re running construction projects, this one log could be the difference between smooth sailing and major issues on-site.

Nobody wants to guess what needs to be tested or inspected. And if you wing it or skip it? That’s when costly mistakes happen.

What Is a Testing & Inspection Register?

It’s exactly what it sounds like—a master log of every inspection and test your project needs. The information comes straight from your drawings and specifications (especially the general notes), and it’s all pulled together in one place for your team to review weekly.

This isn’t just busy work—it’s essential. Having this log ensures your team stays focused, knows what’s coming up, and doesn’t miss anything critical.

Pro Tip: Use ChatGPT:

Yes, really. You can actually program ChatGPT to sift through your specs and pull out inspection requirements automatically. That means there’s no excuse not to have a solid register ready for every project.

Here’s How It Works:

  1. Go through your specs and general notes.
  2. List every test or inspection item.
  3. Log it with key info: task IDs or wagons (which helps pinpoint when the inspection first comes up), reference documents, frequency, acceptance criteria, hold points, responsible party, required submittals, and current status.

You’ll end up with a clear, searchable log that you can use to proactively manage quality.

When Should You Use It?

Two key times:

  • Weekly Strategic Planning and Procurement Meetings: Review upcoming inspections and make sure everything is queued up.
  • Daily Huddles or Scrum Boards: Make inspection tasks visible so no one forgets or overlooks them.

Why This Matters:

Specs and drawings can stack up 10 inches high. That’s a lot of info to keep track of. If you don’t consolidate inspection requirements into one place, things will get missed. This register pulls everything into a single, usable format that your entire team can reference.

Key Takeaway:

A well-maintained testing and inspection register—built from your specs and drawings and reviewed regularly—can prevent costly oversights, ensure compliance, and drastically improve your project’s quality control.

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 The Main Purpose Of Production Planning?

Read 7 min

What Is the Main Purpose of Production Planning?

In this blog, I want to talk to you about a key question: What is the true purpose of production planning? Yes, it involves timelines, trade flow, and showing how the project will finish—but there’s something even more important.

In my mind, ensuring the plan can happen constraint- and roadblock-free is almost more important than the plan itself. That may sound bold, but hear me out.

It’s More Than Just a Pretty Plan:

Production planning isn’t just about laying out a schedule. It’s about making sure the design, fabrication, delivery, permissions, and coordination are all done ahead of time. A beautiful diagonal line on a Gantt chart means nothing if submittals are late, materials aren’t ordered, or trade partners are unprepared.

That’s why, in this blog, I want to shift the focus slightly—from the field execution side of the production plan to how we enable that plan using supply chains and secondary systems (as Todd Zabel calls them).

The True Power of Production Planning:

When trades hit the site, they usually know how to maintain their rhythm. The real job of construction management is twofold:

  1. Help them stay on that rhythm.
  2. Ensure everything is ready so they can be successful.

This includes:

  • Buyout.
  • Permitting.
  • Trade partner prep.
  • Procurement of long-lead items.

These components must all be aligned with the master plan.

A Smart Way to Handle Procurement:

Now here’s something that might sound funny—but is totally practical. In the absence of perfect info, you can even use ChatGPT to get ballpark durations for things like submittal prep, review times, lead times, and delivery windows. For example:
“We’re building a three-story, $120M multifamily in Buckeye, AZ—how long for switchgear procurement?” It gives you a solid starting point, which you can later confirm with trade partners.

Once verified, you link that information to the production plan in InTakt—tracking everything from submittal prep through delivery with buffers in between. That way, each long-lead item is properly timed.

Why Procurement Logs Still Matter:

Procurement logs may sound old-school, but they’re essential. It’s surprising how often trade partners cite procurement as a top challenge—yet they’re not tracking it.

As general contractors, we must:

  • Track procurement activities.
  • Link them directly to production tasks.
  • Meet weekly to review and recover where needed.

Here’s the Bottom Line:

You need two things:

  1. Long-lead items embedded inside your production plan.
  2. A live, accurate procurement log reviewed regularly with the PM, Supers, and Pes.

Most teams fail in procurement planning for two reasons:

  • They don’t start early enough.
  • They don’t monitor it consistently.

If you can see it, you can fix it. That’s the magic of visual planning tied with active procurement tracking. That’s what production planning is really about.

Key Takeaway:

Production planning isn’t just about scheduling tasks—it’s about proactively removing roadblocks before work begins. The real value lies in tracking procurement, aligning secondary systems, and preparing trade partners so the plan can actually happen without delays.

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

    Related Books

    The First Planner System: The Project Planning System for Executives, Project Managers, and Superintendents in Pre-construction - Book 2
    Pull Planning For Builders: How to Pull Plan Right, Respect People, and Gain Time (The Art of the Builder)
    The Ten Improvements to Production Planning: What Lean Builders Can Do To Improve Short Interval Planning (The Art of the Builder)

    Related Books

    The First Planner System: The Project Planning System for Executives, Project Managers, and Superintendents in Pre-construction - Book 2
    Built to Fail: Why Construction Projects Take So Long, Cost Too Much, And How to Fix It

    Related Books

    The First Planner System: The Project Planning System for Executives, Project Managers, and Superintendents in Pre-construction - Book 2
    The 10 Myths of CPM: How The Critical Path Method Systematizes Disrespect for People
    Calumet "K"

    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.