Advanced Pull Planning

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Advanced Pull Planning 2.0

Today I want to share something that has been on my mind lately, and it is what I call Pull Planning 2.0. This is an advanced approach to planning that goes beyond the basics and really sets projects up for success. I know many of you already do pull plans, but sometimes those plans get sandbagged, filled with assumptions, or lack the right analysis. When that happens, we lose zone control and the project can quickly get off track.

I was recently riding home in a Waymo and reflecting on this. I had just been listening to some podcasts, catching up on content, and it struck me that I needed to share how to push pull planning to the next level. Before I dive in, I want to thank everyone who continues to send feedback. Your kind words remind me why I do this, and they encourage me to keep improving.

The Problem with Standard Pull Plans

Too often I see pull plans where every activity magically takes five days. This happens because trade partners anchor to the number they hear before them. Then sometimes the superintendent goes in and shortens durations at random without real discussions. This hurts the trades and undermines collaboration. When this happens, you do not get the right flow, and the project suffers.

That is why I believe we must go further than just collecting sticky notes with average durations. We have to dig deeper.

A Smarter Way to Plan

Here is the shift. Instead of asking for just an average duration, I ask each trade partner to provide three numbers: their fastest duration, their average, and their slowest. I also ask them to define their smallest stagger between zones. This gives us a full picture of how fast each trade can truly go, where the bottlenecks are, and what potential exists to optimize.

Once you map those durations together, you can quickly identify bottlenecks. For example, one trade might consistently be at five days while others can move faster. That five-day trade is now your constraint. From there, you can start asking questions. Could they speed up with two trained crews? Could equipment or a better process help? Could another contractor share the work? These are real solutions, not random cuts.

If nothing can be done, then everyone paces with that bottleneck. But if you can improve it, the entire project accelerates. Suddenly what would have been a five-day tack time can drop to three days. That changes compounds across zones and milestones, unlocking buffers and shortening the schedule.

Why This Matters

This approach blends pull planning with line of balance and takt planning. It forces us to look at the real constraint, not just guesswork. By focusing on bottlenecks and pacing the crews properly, we create reliable flow. The end result is confidence that the schedule reflects the best possible effort, not sandbagged durations.

Too often consultants or facilitators skip these steps. They overlook zoning, sequencing, and risk analysis. But if we want to elevate construction, we cannot cut corners on planning. Pull planning must be done strategically and carefully so that takt planning and milestone commitments are built on a solid foundation.

I am excited about how this advanced process can change the way projects flow. When done right, it gives everyone clarity, confidence, and more time.

Key Takeaway

Pull planning 2.0 is about digging deeper than averages, identifying bottlenecks, and pacing the work based on real capacity. When we do this, we create flow, unlock buffers, and truly elevate our projects.

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

Did Lean Management Fail?

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Did Lean Management Fail?

I was recently asked if lean management failed. My answer is absolutely not. Lean systems such as Last Planner, Takt, Scrum, and lean methodologies win every single time they are applied. They deliver predictability, respect for people, and flow that classical systems simply cannot match. The problem is not with lean itself but with the environment it enters. It often faces resistance from ego, tradition, and systems designed to protect power rather than create progress.

The Difference Between Equal and Fair

One of the best ways to explain this is through the difference between equal and fair. Imagine two restrooms in a stadium: one for men and one for women. At first glance, this seems equal. But in practice, women face longer lines because they need more stalls, different accommodations, and often accompany children. True fairness means acknowledging these differences and designing accordingly.

Construction is no different. Classical management promotes equal treatment in the form of rigid rules, hierarchical structures, and one-size-fits-all planning. But real fairness requires us to design systems that account for the unique needs of workers, trade partners, and projects. Lean does this by focusing on flow, collaboration, and respect for people.

Why Lean Hasn’t Spread Widely

Lean has not failed. What has failed is the widespread adoption of lean thinking at scale. Classical management systems have dominated for so long that people often do not question them. Many leaders cling to outdated methods out of fear, ignorance, or the desire to maintain control. It is easier to defend tradition than to challenge it with data and new approaches.

History shows us this pattern again and again. Harmful systems in society have been maintained for centuries, not because they were right, but because they served the few in power. The same is true in construction management. Classical systems like CPM and heavy contract structures were scaled without ever being proven to work for people in the field. They endure not because they are effective but because they feel safe to those who hold authority.

The True Failure

The real failure lies in classical management. It was scaled without questioning whether it was truly right. It prioritized popularity, tenure, and significance over measurable results. It built contracts that were more about control than collaboration. It blamed individuals instead of fixing broken systems. It protected elites while leaving workers without a voice.

Lean, by contrast, works because it builds equity. It puts systems in place that allow people to succeed, it values collaboration over ego, and it delivers results through flow and predictability. Wherever it is genuinely applied, it outperforms classical methods.

Lean as the Way Forward

When I look at projects where lean thrives, I see remarkable outcomes: crews working without burnout, trade partners aligned around realistic commitments, and owners experiencing reliable results. This is not a theory. It is happening on real projects with real teams. The barrier is not lean’s effectiveness, it is whether leaders are willing to let go of outdated habits and open their eyes to better ways of working.

The Lesson

Lean management did not fail. It succeeds wherever it is given the chance. The failure is with classical management and the oppressive systems that keep it alive. Just like women did not fail, men failed women. Lean did not fail, people failed to learn.

Takeaway

Lean management has not failed. It succeeds when it is given the chance to work. What failed is classical management, driven by ego, fear, and systems that protect the status quo.

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

Communication & Stereotypes, Feat. Megan Shapiro

Read 8 min

Stepping Into Leadership and Creating Inclusive Culture

As I write this, I’m on my way to the airport heading to Vancouver for the ICBA conference where I’ll be giving a keynote speech and spending time at our booth. If you are in Canada and attending, I would love for you to stop by and say hi. We’ve got some exciting things prepared that I cannot wait to share. On top of that, Kate and I just published TAKT Steering and Control. This book is the result of years of research on systems, meeting structures, agendas, boards, calculators, and more, but we managed to bring it all together in just six weeks of writing. I am proud of what we created and the clarity it will bring to project teams.

A Listener’s Question

In this blog, I want to respond to a listener who wrote in with an important question. This individual has been following my content for over a year, reading my books, and applying the principles we talk about. They’re currently in a crew lead role and working toward becoming a foreman. Their question was simple but powerful: How do I avoid speaking negatively about team members while still addressing performance issues with my foreman?

This is a situation many leaders find themselves in. You want to uphold professionalism, avoid gossip or negativity, yet you also need to maintain accountability and protect the culture of the crew.

Leading With Facts and Culture

Here’s my perspective. If someone is not performing, you cannot stay silent. Allowing poor behavior to go unchecked sets a negative standard for the entire crew. That doesn’t mean you have to be negative. The key is to stay factual, professional, and rooted in culture.

Instead of labeling people as the problem, focus on behaviors and outcomes. For example: Our crew culture is about working hard, being safe, and staying engaged. These behaviors we are seeing right now are not in line with that culture. This framing shifts the conversation from blaming individuals to aligning behaviors with expectations.

When addressing underperformers directly, I always remind them of their potential. Then I clearly set the boundary: Your behavior must change now or the issue will be escalated and addressed. For the foreman or leaders above you, the language should also remain factual and centered on culture, not on personalities.

Building a More Inclusive Industry

While answering this question, I also shared a perspective I believe is overdue in our industry: shifting from the term Foreman to Crew Leader. The language we use matters. Continuing to rely on masculine terms excludes women, makes them feel invisible, and reinforces an outdated culture.

As a father of daughters, I’ve seen firsthand how important it is to create environments where women feel seen, supported, and respected. Construction cannot afford to leave out half the population. We need diverse perspectives, and it starts with inclusivity in the way we think, act, and even in the words we use daily.

This is not about being political. It’s about recognizing human experiences, being empathetic, and building a culture that respects everyone on the jobsite. Words shape culture, and culture shapes results.

Raising Expectations and Standards

At the end of the day, leadership is about setting high standards, upholding them consistently, and caring enough about people to call them to a higher level. Poor performance cannot be excused. Negative behaviors must be confronted. And inclusivity cannot be optional if we want to build a stronger industry.

The challenge for every leader is to communicate clearly, stay factual, and ensure that the team culture remains aligned with excellence. When you lead this way, you are not tearing people down, you are giving them the chance to rise up.

Key Takeaway

Leadership means being factual, professional, and culture-focused. Avoid negativity, but never ignore poor performance. Hold people accountable, set clear expectations, and always build an inclusive environment where everyone can 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 If My Guys Aren’t Working?

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Why We Must Shift From Foreman to Crew Leader

I’m writing this blog on my way to the airport as I head to Vancouver for the ICBA conference where I’ll be giving a keynote speech. We also have a booth set up, so if you are in Canada, come say hello. I am excited because we just published our book on TACT steering and control, a project that took years of research and development. While the systems and tools were built over time, Kate and I managed to put the book together in only six weeks. I am so proud of that accomplishment.

Recently, I received feedback from a listener who said our principles have impacted not only their career but also their marriage. That kind of message fuels everything we do. They also asked for advice on choosing between a slower community college construction management program and an accelerated one closer to home. My guidance was simple. If you are married with children, choose the slower and closer option to stay grounded. If not, and you have the time, go for the accelerated route.

I cannot say enough how much I appreciate the questions, feedback, and support from all of you. Every rating, review, and comment helps us spread this message to a wider audience. I am not in this for popularity or money. My focus is to get valuable information out to the people who need it most.

Why Language Matters

One recent question at a Foreman Boot Camp really made me think. The listener is currently working as a crew lead and wanted to know how to discuss issues with team members without being negative. Before answering that, I want to pause and talk about the term Foreman itself.

I believe we must gradually move away from the word Foreman and shift to crew leader. This is not about being political. It is about being inclusive and respectful. Women in construction already face unique challenges and using a masculine title for everything only adds to the feeling of being invisible. I have daughters, and my perspective as a father makes me realize how important it is to create environments where women feel seen, valued, and supported.

When you think about the difficulties women experience, from something as basic as inadequate restroom facilities on job sites to the reality of working through physical challenges men never face, it becomes clear that construction must adapt. Inclusion is not optional. If we fail to change our culture now, artificial intelligence and automation will only amplify existing biases. We must raise our voices before it is too late.

Addressing Poor Performance Without Negativity

Now let’s return to the original question. How can a crew leader handle poor performance without being negative? The key is to focus on behavior and culture rather than attacking individuals. When workers show up late, hide during shifts, or disengage, those actions disrupt the team and lower standards.

The best approach is to be factual, calm, and professional. Communicate that the culture of the crew is built on safety, engagement, and hard work. Make it clear that the current behaviors do not align with those values. Give people the choice to change immediately or move on to another workplace where such behavior is tolerated.

I would also caution anyone serving as a crew lead without the official title of Foreman to be mindful. Sometimes this is simply a test, but often it is a way for companies to avoid paying you what you are worth. Know your value and make sure your role is properly recognized.

At the end of the day, laziness and dishonesty only bring misery. Real happiness comes from effort and pride in your work. If someone refuses to step up, they do not belong on the crew. Change must happen now, not weeks from now.

Key Takeaway
Inclusion in construction starts with awareness, language, and culture. A crew leader can correct poor performance without negativity by focusing on behaviors and values instead of personal attacks.

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

Be Like an Octopus, not a Parrot

Read 6 min

Parrots and Octopi

I want to share a concept that really hits home for me and I think it will resonate with you as well. I was riding in a Waymo on the way to the airport when this thought came to mind: in our industry, we often have people acting like parrots, when what we really need are octopi.

The Problem with Parrots

Parrots repeat words and sounds they hear around them. They do not fully understand the meaning, but they mimic what gets them attention. In construction, I see this happen all the time. People repeat terms like critical path or quality, cost, and schedule as if saying these buzzwords automatically makes them right. They copy what they heard in a class, a book, or from a manager, but they do not stop to think about whether it truly makes sense or if it even helps their projects succeed.

When we repeat without thought, we hurt people. We create bad systems, we reinforce bad habits, and we waste time. Just like parrots, the reinforcement comes in the form of attention, recognition, or fitting in. But the reality is that parroting keeps us stuck in old ways of thinking.

The Wisdom of Octopi

Now, contrast that with the octopus. Octopi are problem solvers. They adapt, they create, they use tools, they camouflage, and they think independently. Most of their neurons are in their arms, which allows them to sense, test, and learn from their environment. They are masters of curiosity and resourcefulness.

That is the kind of mindset we need in construction. The changemakers I admire are like octopi. They use tact planning, they apply lean principles, they question contracts that do not make sense, and they focus on building projects the right way. They are not just imitating others. They are thinking, adapting, and innovating.

A Call to Be Different

I challenge everyone reading this to stop parroting what you hear. Question everything. If a superintendent tells you to overload crews in unsafe heat, ask yourself, does this make sense? If a system like CPM keeps failing project after project, why are we still repeating it? You do not need me or anyone else to tell you these things. You have the intelligence to figure it out yourself.

Be the person who observes, learns, and adapts. Be an octopus, not a parrot. The future of our industry will belong to those who think, not those who simply repeat.

Key Takeaway

Do not just repeat what you hear in construction. Progress comes when you think for yourself, question outdated ideas, and adapt like an octopus instead of parroting old habits.

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

Can You Implement Halfway through?

Read 6 min

Changing Halfway Through

I want to share something today that I feel very strongly about because it comes up a lot in our industry. There is a dangerous idea floating around on social media that you cannot implement lean practices halfway through a project. Some people claim that if you do not start lean from day one, there is no point in trying. That thinking is flat-out wrong, and I want to explain why.

My Experience with Mid-Project Changes

Over the years, I have personally stepped into projects that were already struggling and used lean practices to turn them around. I have seen the Last Planner System implemented halfway through and watched teams go from chaos to clarity. I have seen huddles introduced midstream that completely changed the level of communication and accountability. I have seen takt planning added halfway through a job and watched crews finish early with better flow and results than anyone expected.

One project in particular stands out. We implemented the takt production system when the project was already underway. The result? They finished a week early, they hit their performance target at 98 percent, they earned the next project, and nearly a third of the team was promoted because of the leadership and discipline they displayed. None of that would have happened if we had believed the myth that you cannot make changes once you are halfway through.

Why This Belief is So Dangerous

Here is the real danger of buying into the false idea that lean cannot work once a project is underway. If you believe it, you will wait. You will keep telling yourself, “We’ll do it on the next job.” But then you will get busy, the next job will start, and you will repeat the same cycle. You will always be waiting, always pushing improvement off to some future date that never comes.

The truth is, it is always the right time to start your lean journey. Could it be easier if you begin from the start? Of course. But does that mean you should ignore opportunities to improve when you are already halfway through? Absolutely not.

A Call to Action

If you are halfway through a project right now, do not let this kind of thinking hold you back. Start with huddles. Start with weekly work planning. Start with clean and safe jobsite practices. Start with zero tolerance for unsafe conditions. Start with takt. Whatever step makes sense, take it. Progress begins when you act, not when you wait for the perfect start.

Key Takeaway

It is never too late to implement lean. Even halfway through a project, small changes can create major improvements, save time, and build momentum for future 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

How To Read Construction Plans

Read 6 min

How to Read Construction Drawings

In this blog, I’m going to give you a sketch of the approach to reading construction drawings. I’m not going to take you through individual plan sets and details, but instead share an overall method that I think you’ll find valuable.

Why This Matters

A couple of years ago, I published a blog on this topic that was well received, but I also got comments from people who wanted more hands-on examples. But I believe the approach is even more important than the details because while there are hundreds of tutorials on symbols and sheets, very few focus on how to think when you sit down with a set of drawings.

Key Aspects of the Approach

Imagine you’ve just printed your drawings, and they’re stacked on your desk, 8, 12, 14, or even 24 inches tall. You might feel overwhelmed but here’s how to start:

  1. Look for constraints. Are there adjacent buildings? Cure times? Waterproofing requirements? Mark anything that could constrain your plan.
  2. Find the flow. Begin sketching how you think the project will sequence, even before it’s finalized.
  3. Break the project down. Organize drawings into functional areas, phases, and zones. This helps structure your thinking.

I recently used this method on a $96 million project. By stepping back to see the big picture first, I identified priorities, risks, procurement needs, and early focus areas. Only then did I dive into detailed scopes and constructability reviews.

Recommended Reading Approach

When you begin reading drawings, you’ll typically deal with several sets:

  • Structural.
  • Architectural.
  • Mechanical, Electrical, Plumbing (MEP).
  • Civil, landscaping, fire protection, and others depending on project type.

If it’s a commercial project, start with structural and architectural. If it’s industrial, begin with mechanical and systems-heavy drawings. Always adjust your focus based on project type.

Then, follow this disciplined order:

  1. General Notes – It’s not exciting, but critical.
  2. Typical Details – Get familiar with standard practices for your project.
  3. Abbreviations and Symbols – Learn the “language” of the drawings.

This process is like learning a foreign language. Once you understand the structure, symbols, and terminology, the rest becomes much easier.

Learning the Language

Electrical and mechanical drawings, in particular, are symbol-heavy. Don’t hesitate to ask a foreman or trade professional for help as you learn. Once you understand a few pages, entire sets, structural, electrical, or mechanical will fall into place.

Building the Habit

The key is consistency. Spend 15–30 minutes each morning reviewing drawings for upcoming work. Focus on complex areas. This habit ensures that when you walk the site, you already know what’s coming up and can lead with confidence.

Reading construction drawings is not just a skill, it’s the main tool of a builder.

Final Thoughts

Follow this approach, build a steady habit, and soon you’ll be able to read any set of drawings at the right time, with the right level of detail, without getting overwhelmed.

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 Make A Stakeholder Engagement Plan In Construction

Read 8 min

How to Make a Stakeholder Engagement Plan in Construction

Creating a stakeholder engagement plan in construction is not optional, it’s essential. In our company at LeanTakt, we support 50, 60, even 70+ jobs with multiple clients, nearing $4 million in annual consulting revenue. What drives this success is not just technical systems like takt planning, Last Planner, or Kanban. As my mentor Hal Macomber always says, the real challenge is the socio-technical side: building the right team dynamics and ensuring stakeholders are fully engaged.

Why Stakeholder Engagement Matters

When projects run into turbulence, conflict, confusion, or misalignment, it’s rarely because the technical system is broken. More often, the team isn’t properly aligned, the right meetings aren’t happening, or communication channels aren’t built. A stakeholder engagement plan solves this by setting clear expectations, communication structures, and accountability across every entity.

I remember a project at the Bioscience Research Laboratory with Derek Kirkland and Shelby Riddell at DPR. They ran what they called a “pre-flight kickoff, in-flight plan, and landing the plane.” It gave stakeholders a clear roadmap: how we’d start, how we’d handle turbulence, and how we’d finish. Anchoring back to that plan again and again created priceless results.

Common Misconceptions

Stakeholder engagement is often misunderstood. Here are some misconceptions I’ve seen:

  • It’s just about communication. Wrong – it requires a full plan.
  • It’s just about updates and meetings. No – you must address expectations and needs.
  • It’s a one-time plan at kickoff. Incorrect – it must be ongoing.
  • Everyone has an equal say. Not quite – everyone matters equally, but influence differs.
  • It will happen naturally with good practices. It won’t – you must plan it deliberately.

Without this, even a well-executed project can go unnoticed. I’ve seen contractors finish projects on time, on budget, with great quality yet lose future work because they didn’t communicate effectively. Meanwhile, others with weaker execution but strong engagement often win the next job.

Think of it like marketing: studies show 70% of buyers decide before talking to you. If your content or in this case, your stakeholder engagement doesn’t connect, your work may never be recognized.

Steps to Build a Stakeholder Engagement Plan

Here’s a simple framework you can follow:

  1. Get buy-in from the owner. Ask the owner or rep to partner in creating a stakeholder engagement plan.
  2. Map your stakeholders. List everyone: facilities, PR, media, planning/design/construction, end users, lab researchers, consultants, janitors – everyone.
  3. Identify needs. Ask, “What do you need?” again and again until you understand what each stakeholder requires.
  4. Organize the team. Define roles and the right communication/meeting systems.
  5. Set cadence & SOPs. Establish rhythms for communication and input (e.g., facilities in commissioning, end users in device coordination, media in weekly updates).
  6. Define conditions of satisfaction. Document and review them regularly with the owner and design team.
  7. Implement visually. Make the plan visible, repeat it in meetings, and keep it alive through PDCA cycles.

Key Questions to Consider

  • How do I know which stakeholders to involve?
  • What if some stakeholders can’t commit to long meetings?
  • How do I handle resistance?
  • What’s the best way to document engagement?
  • How do I prevent miscommunication?
  • What tools and formats should I use?
  • How do I escalate emergencies or problems?

If you can answer these and bake them into your plan, your team will be set up for success.

Final Thoughts

A stakeholder engagement plan ensures your work is recognized, your team is aligned, and your clients become raving fans. Don’t leave it to chance, plan it, communicate it, and make it visual.

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

Mentors & Companions

Read 7 min

The Power of Mentors and Companions

Recently I was asked a really thoughtful question during a company meeting: What can you do if you are really nervous about something or facing a situation that feels incredibly uncomfortable? The examples people gave were things like having to talk to a client, terminating someone, having a difficult conversation, starting a business, or stepping into something that feels overwhelming.

This struck me because I have lived through those moments. My mind immediately went back to lessons I have learned from people like Jim Collins, Patrick Lencioni, Tony Robbins, and others. There is a clear pattern in how successful people face fear and uncertainty. The key is that you need both a mentor and a companion.

Let me explain this with a few moments from my own life.

When I asked Kate, my wife, to marry me, I was nervous beyond belief. I sought advice from my parents and one of my closest friends. They acted as mentors by helping me know what to say and how to approach it. But right before I actually did it, I needed someone to be there for encouragement, to walk with me through the moment. That was the role of a companion.

Starting my business was another one of those experiences. Leaving the comfort of a corporate safety net and cashing in retirement savings was one of the scariest things I have ever done. My mentors included people like Tony Robbins and Dean Graziosi, but also Kate and Kevin, who guided me with advice and perspective. Yet they did not stop there. They shifted into the role of companions, supporting me and walking beside me while I took the leap. That blend of guidance and presence made all the difference.

I have also had to terminate people, which is never easy. Beforehand, I would call HR, legal, or a supervisor to act as mentors who showed me the right process. But when it came time to sit in the room and have the conversation, I always made sure someone at my level came with me. That companion ensured that I did not carry the weight alone and that the process was done fairly.

The same principle has carried into public speaking and training. I sought mentorship from Tony Robbins on how to deliver effective training sessions. But when I first started giving presentations, I did not do it alone. I had people like Brandon Montero standing with me as a companion so that I could step into the fear with confidence.

When you look at the hardest things you have ever done, you probably had a mentor and a companion helping you through, even if you did not realize it. And if you did not, you likely wished you had. As you look ahead to the challenges in front of you today, whether that is saying no to unhealthy work conditions, leading a company forward, or simply taking the next big leap, remember that you do not have to do it alone. Find a mentor to guide you and a companion to walk beside you.

Key Takeaway

Whenever you face something intimidating, the best way through is to have a mentor to guide you and a companion to support you. That combination gives you clarity and courage to move forward.

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

Sandbagging

Read 7 min

Why Sandbagging Hurts Projects and How to Stop It

I hope you are doing well. I am writing this from the ICBA conference in Vancouver where I am giving my keynote this morning. Before I head into that, I want to share something that really struck me yesterday. I learned the deeper meaning of the term sandbagging, and it connected directly to some experiences we have been having on our projects.

Where the Term Comes From

The word sandbagging comes from the 19th century when criminals used small bags of sand as weapons. These bags looked harmless, but they could deliver a powerful and unexpected blow. Over time, the term evolved into a metaphor for hiding one’s real strength or intentions in order to gain an advantage. There is also a related idea that comes from filling sacks with sand to falsely inflate goods being sold. In both cases, the meaning is rooted in deception.

Sandbagging on the Jobsite

On construction projects, sandbagging happens when a trade partner underplays their ability, intentionally padding schedules or slowing down progress. Later, they reveal their full strength or speed, which gives them leverage. At first glance this might seem like an advantage, but in reality it creates major problems.

Sandbagging is usually a response to a lack of trust. When a general contractor pushes too hard or makes unreasonable demands, trades may pull back in self-protection. Kevin once compared it to a rope. The harder you pull on it, the more resistance you create. That resistance shows up in the form of sandbagging.

Why Sandbagging Backfires

There are several reasons sandbagging hurts everyone involved. If you are the slowest trade in a sequence, the entire project may now be paced to your slower rhythm, which increases costs, overhead, and general conditions for everyone.

If you finish early after sandbagging, you leave successor trades waiting. The supply chain then realigns to a late start, creating inefficiencies and wasted time. And if you try to secretly move faster after holding back, you may end up with gaps between your work and the trade in front of you, which means your crews are stuck waiting and you are paying for lost time.

In every case, sandbagging ends up wasting money and hurting both general contractors and trade partners. The only real solution is honesty, trust, and transparent communication. When durations are set with a realistic buffer inside the tack plan, everyone can flow smoothly without the need for deception.

Building a Better Culture

The presence of sandbagging is not just a scheduling issue, it is a leadership issue. It signals that trust is missing on the project. Rather than blaming workers or trades, we as leaders need to look at ourselves and ask how we can create an environment where people feel safe to be honest.

When we eliminate fear and build trust, sandbagging disappears. Projects move faster, relationships strengthen, and the entire team benefits.

Key Takeaway

Sandbagging always comes from a lack of trust and it never truly benefits anyone. Honest planning with trust at the center creates flow, saves money, and strengthens project culture.

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 2

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    Day 3

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    Day 4

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    Day 5

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