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

Read 6 min

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

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

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

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

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

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

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

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

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

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

Key Takeaway

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

If you want to learn more we have:

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

Discover Jason’s Expertise:

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

 

On we go

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

Read 6 min

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

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

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

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

The Six Key Steps in the Trade Partner Preparation Process

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

Tools That Support the Process

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

The Purpose Behind It All

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

Why This Matters

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

Self-Assessment Questions:

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

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

Key Takeaway

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

If you want to learn more we have:

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

Discover Jason’s Expertise:

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

 

On we go

First Planner System®️ – 19 – Weekly Meetings

Read 6 min

The Meetings That Power the Trade Partner Preparation Process

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

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

The Two Core First Planner Meetings

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

The Daily Huddle, The “Cap” on the System

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

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

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

How It All Connects

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

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

Why These Meetings Matter

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

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

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

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

Key Takeaway

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

If you want to learn more we have:

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

Discover Jason’s Expertise:

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

 

On we go

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

Read 5 min

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

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

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

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

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

Here’s the challenge:

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

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

So far, we’ve covered:

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

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

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

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

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

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

Key Takeaway

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

If you want to learn more we have:

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

Discover Jason’s Expertise:

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

 

On we go

First Planner System®️ – 21 – The Proposal & Interview

Read 6 min

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

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

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

This includes:

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

Defining Success Before You Begin

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

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

The Proposal & Interview Process

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

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

Builder’s Role in Proposals

As a builder, you will:

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

The 10 Key Assignments in Proposal Prep

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

Why This Matters

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

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

Key Takeaway

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

If you want to learn more we have:

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

Discover Jason’s Expertise:

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

 

On we go

Hustle Culture

Read 6 min

Why Hustle Culture is Hurting Us (and What to Do Instead)

In this blog, I want to have an honest conversation about hustle culture, what it is, why it’s harmful, and how we can replace it with something healthier and smarter.

The inspiration came after I saw a post criticizing hustle culture, which made me reflect on my own career. Early on, I was the definition of “hustle” working 90+ hours a week, convinced that hard work was the only way to prove my worth and earn respect.

I also come from a background where order, discipline, and relentless work were valued. But I’ve also learned the importance of protecting people, our workers, foremen, job site teams, and ourselves. And that’s where hustle culture falls apart.

What Hustle Culture Really Is

Hustle culture glorifies constant work, long hours, and relentless ambition, often at the expense of rest, health, relationships, and personal well-being.
It’s the belief that your value is tied to your productivity, and success only comes from outworking everyone else.

The symptoms are easy to spot:

  • Long work hours worn as a badge of honor (“sleep when you’re dead”) 
  • Being overbooked equals being important 
  • Work becomes your identity 
  • Health and relationships take a back seat 
  • Strategy, rest, and collaboration are replaced by endless “grinding” 

Why It’s a Problem

  • Burnout, anxiety, and depression become inevitable. 
  • It devalues creativity, rest, and balance. 
  • It creates toxic work environments and unrealistic expectations. 
  • It equates value with output rather than who you are. 

This mentality shows up in tech startups, influencer culture, and certain entrepreneur communities. But it’s also alive and well in construction, and it’s hurting our people.

The Alternative: Flow Productivity

Instead of hustle culture, we should focus on:

  • Sustainable work rhythms 
  • Quality over quantity 
  • Healthy boundaries 
  • Purpose-driven work 
  • Collaboration over competition 

As Helen Lewis writes in The Genius Myth, genius is rarely a solo act,  real success comes from teams. That aligns perfectly with Lean and Toyota’s approach: respect for people, continuous improvement, and win-win solutions.

The Song That Made It Click

At a boot camp, someone suggested a song called Working. While catchy, its lyrics celebrated many harmful hustle culture ideals: hurting yourself physically, neglecting family, and defining worth solely by grinding harder than anyone else.

That’s not toughness, it’s self-destruction. I deleted the song, and I don’t miss it.

The Lean Way Forward

Yes, we should work hard at work, but also play hard at home, rest fully on vacation, and be present in each part of our lives. As Derek Kirkland said, life is like a multi-layered chessboard: wherever you are, play that board.

Lean thinking helps us win at work, win for our families, win for our health, and win for the example we set. Hustle culture doesn’t do that, it’s a tool used by others to get more out of us at our own expense. Let’s choose something better.

Key Takeaway
Hustle culture is not a badge of honor, it’s a trap. True success comes from working smart, protecting your health and relationships, and building environments where people can thrive long-term.

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

Trades Won’t Do It – BS

Read 7 min

“The Trades Won’t Do It”  Why That’s BS

Welcome to blog number 1395. We’re 105 blogs away from 1500,  a milestone I’ve had my eye on for a long time. If I keep going for the next 15 years, I could hit 5,000. That’s kind of fun to think about, especially knowing my grandkids could one day read these posts and know exactly what I believed about leadership and construction.

Today’s topic: The trades won’t do it.
That’s BS.

Why “The Trades Won’t Do It” is a Cop-Out

Here’s what I hear all the time:

  • “We were going to pull a plan, but the trades won’t do it.”
  • “I wanted to run morning worker huddles and afternoon foreman huddles, but the trades won’t do it.”
  • “We planned to use weekly work plans, but the trades won’t do it.”

Every time I hear this, my response is the same: BS.
You are the general contractor. People do what’s in the contract. If it’s part of the agreement, or not crossed out in redlines, it’s a requirement.

But beyond the contract, trades are good humans. They will partner with you if it makes sense. In fact, most trades are open to doing things differently if it clearly benefits the project. The problem isn’t that they won’t, it’s that we haven’t asked the right way, with clarity and confidence.

Thinking Beyond the Obvious

If you’re not asking trades to think outside the box at least once or twice on a project, chances are your sequence could be better.
The most intuitive way to build (north to south, bottom to top, 1-2-3-4) is often not the most efficient.
Production thinking may suggest something counterintuitive, like building Deck 1, then Deck 3, back to Deck 2, then Deck 4.

The point is: don’t accept “they won’t do it” as truth. Ask, explain, collaborate, and show the value.

A Real Conversation That Proves the Point

A lead carpenter recently told a superintendent to “stop asking field guys what they need” just tell them what to do. He claimed the crew even made fun of being asked those questions.

Here’s my take:

  1. It’s about clarity, not being an authoritarian. Crews operate best with clear direction. Repeatedly asking for input without making decisions can feel like indecisiveness.
  2. It’s cultural conditioning. Many trades have worked under top-down systems their whole careers. Collaboration feels foreign until trust is built and that can take 6–18 weeks of consistency.
  3. Your questions are leadership gold. “Do you have what you need?” is a sign of care. But trust and psychological safety must be in place for trades to answer honestly.
  4. Blend clarity with compassion. Give direction confidently, then invite collaboration on the “how.”

The Bottom Line

I’ve never met a trade partner who refused to collaborate when the GC led with clarity, respect, and consistency. If you believe “they won’t do it,” check whether the real issue is unclear direction, lack of follow-through, or a culture still stuck in old habits.

You are the leader. It’s your job to create the environment, keep the rhythm, and drive the right behaviors.

Key Takeaway
“The trades won’t do it” isn’t reality, it’s an excuse. Trades will do what makes sense, adds value, and is led with clarity and purpose. Your role as a builder is to remove uncertainty, set the tone, and build both the project and the people.

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

Situation Rooms

Read 6 min

Why Every Jobsite Needs a Situation Room

In this blog, I want to talk about something I believe will change how we manage complex projects: Situation Rooms.

I’m not just talking about your standard conference room. I’m talking about a dedicated, fully equipped command center where leaders can monitor, manage, and respond to project events in real time.

Why a Situation Room Matters

The idea came to me while thinking about how historic projects were run. The superintendent for the Empire State Building and leaders like Frank Crow on the Boulder Dam didn’t just walk the site all day,  they had central command points where they could receive updates, make decisions, and direct action.

On a modern jobsite, that could mean having:

  • Six large monitors with the macro-level takt plan, KPIs, live site visuals, 3D models, and instant communication tools.
  • A stand-up meeting area for quick problem-solving.
  • Direct access to radios, phones, and intercom systems.
  • Real-time dashboards and visuals so everyone sees the same information.

The point isn’t command and control. It’s to reduce communication lag, centralize key information, and help leaders remove bottlenecks faster.

What It Looks Like in Practice

In construction, a Situation Room is like a project war room:

  • Data Feeds & Dashboards – Live updates on schedules, production rates, and safety metrics.
  • Visual Management Boards – Whiteboards or digital screens for current issues and decisions.
  • Cross-Functional Access – Stakeholders from field supervision, engineering, and project management can all connect here.
  • Clear Protocols – Defined roles, escalation paths, and decision logs so action happens without delay.

I once worked with a progressive general superintendent on a data center build who got excited about creating one. The idea was to have this room serve as the hub for both day-to-day coordination and long-term strategic planning,  a place where nothing falls through the cracks.

Why It’s Critical for the Future

With the shortage of experienced people and the increasing complexity of projects, we need to rethink how we coordinate work. A well-designed Situation Room could even support aspects of remote project management, while still keeping leaders connected to the field.

I’m issuing this as a challenge:

  • Design it. Build it. Use it.
  • Make it a space where problems get solved quickly and information flows seamlessly.
  • Use it to keep the rhythm of the project without making leaders the bottleneck.

I believe this could be a game-changer for project delivery.

Key Takeaway
A Situation Room isn’t about controlling the field, it’s about empowering the field. By centralizing information, streamlining communication, and giving leaders a real-time view of the project, you create a system where decisions are faster, problems are solved sooner, and teams stay aligned.

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

Substantial, Final, & Financial Completion

Read 6 min

Understanding Substantial, Final, and Financial Completion

In this blog, I want to cover three milestones that often get misunderstood: substantial completion, final completion, and financial completion and why knowing the difference can save your project from costly mistakes.

Before we get there, a quick update:
Our first LeanTakt project, a fully planned, $96 million build was cancelled due to economic pressures, financing challenges, and tariff-driven price escalations. While I’m disappointed, I’m grateful we found out early. Our team, including outstanding trade partners, delivered an A+ planning effort, and we’re ready for the next opportunity.

That means we now have capacity for new partnerships, joint ventures, and major projects. We’re looking for relationships where we can bring our proven team, lean systems, and client-focused approach to deliver remarkable results.

Why This Topic Matters

I recently saw confusion on LinkedIn about completion milestones. Many project teams think an extension of time is the whole win, but if you don’t also secure payment for that extended time (financial completion), you can still lose money.

Substantial Completion

The milestone where the project is sufficiently complete so the owner can occupy or use the building for its intended purpose.

Typical requirements:

  • Life safety systems operational (fire alarm, sprinklers, stairs, elevators)
  • All major MEP systems functional (domestic water, sanitary, HVAC)
  • Access paths safe
  • Temporary or permanent certificate of occupancy (TCO/CO) issued
  • Units clean and ready for move-in
  • Owner and architect agreement that the building is usable

Minor punch list items can remain, but the building is essentially move-in ready.

Final Completion

Achieved when all contractual work is done, including punch list items, documentation, and turnover requirements.

Typical requirements:

  • Punch list fully complete
  • Final cleaning and touch-ups done
  • All inspections and testing finalized
  • Closeout documentation submitted (as-builts, O&M manuals)
  • Warranties addressed and owner training completed
  • Spare parts and maintenance tools delivered
  • Keys and security systems handed over
  • Final sign-off from owner/architect

Financial Completion

Marks the end of billable general conditions and general requirements, the point where the owner stops paying for project overhead.

If your project runs past this date without compensation, every extra day comes out of your budget. That’s why it’s not enough to get an extension of time, you must also negotiate an extension of paid support for site operations.

The Real Danger

Too many teams think, “We got the schedule extension, so we’re good.” But without a financial extension, you’re still burning money every day past the original completion date. That’s why understanding all three milestones, and planning for them is critical for project profitability.

Key Takeaway
Time extensions without financial extensions can still sink your budget. Substantial completion gets the building usable, final completion closes the project, but financial completion protects your bottom line. Know all three, track them closely, and negotiate accordingly.

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

Takt & Lean Principles, Feat. Hal Macomber

Read 6 min

Building Projects That Flow, Lessons from Hal Macomber on Takt Construction

In this blog, I sat down with one of our most insightful guests, Hal Macomber, to explore the mindset, preparation, and execution strategies that make Takt Construction not just possible, but powerful. Hal has been a mentor to our team, and this conversation dove deep into the realities of delivering flow-based construction in the real world.

We started by talking about the difference between planning and execution. As Hal explained, success in Takt Construction doesn’t come from getting the plan perfect on day one, because in reality, you’ll never have all the answers at the start. Designs evolve, supply sources shift, and teams change. The real power comes from execution at the work face, with the people holding the tools, installing materials, and directly supporting those crews.

Hal compared it to sailing from Boston to Maine, you can plot a course, but the seas, winds, and weather will constantly change. The key is steering and course correcting while keeping your destination in sight. That’s where steering and control in Takt becomes essential.

We discussed the foundation of Takt Construction: it’s built on nearly 100 years of production theory from 12 key industry “luminaries” leaders like W. Edwards Deming, Sir John Kingman, and Eliyahu Goldratt, whose work on variation, capacity, and throughput forms the backbone of sound production systems. Unlike CPM, Takt actually aligns with these proven principles.

One big takeaway from Hal: constraints are your friend if you choose them early and as a system.
That means:

  • Selecting big-ticket systems (building frame, HVAC, vertical transportation, etc.) before design begins.

  • Using set-based design to evaluate multiple options before committing.

  • Bringing trade partners on board early ideally a year in advance  and ensuring they’re trained and practiced in Takt before stepping foot on your site.

We also touched on material lead times. Instead of accepting “that’s just how long it takes,” you can design packages and choose suppliers to fit your production rhythm. In one Boston project, Hal’s team ordered the steel package before schematic design because waiting would have made their 28-month deadline impossible.

The core message? Takt Construction isn’t just a scheduling technique. It’s a project-wide production system that requires intentional design decisions, early trade involvement, and relentless focus on execution in the field.

Key Takeaway

Perfect plans don’t build projects, adaptive execution does. In Takt Construction, early constraint selection, set-based design, and trade partner preparation create the structure. Steering and control at the work face make it succeed.

If you want to learn more we have:

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

Discover Jason’s Expertise:

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

 

On we go

    faq

    General Training Overview

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

    Superintendent / PM Boot Camp

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

    Takt Production System® Virtual Training

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

    Onsite Takt Simulation

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

    Foreman & Field Engineer Training

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

    Testimonials

    Testimonials

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

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

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

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

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

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

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

    agenda

    Day 1

    Foundations & Macro Planning

    day2

    Norm Planning & Flow Optimization

    day3

    Advanced Tools & Comparisons

    day4

    Buffers, Controls & Finalization

    day5

    Control Systems & Presentations

    faq

    UNDERSTANDING THE TRAINING

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

    VALUE AND RESULTS

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

    PLANNING AND SCHEDULING TOPICS

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

    APPLICATION & TEAM ADOPTION

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

    VIRTUAL FORMAT & ACCESSIBILITY

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

    faq

    GENERAL FAQS

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

    CURRICULUM & OUTCOMES

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

    LOGISTICS & FORMAT

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

    PRICING & VALUE

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

    SEO-BASED / HIGH-INTENT SEARCH QUESTIONS

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

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    Day 5

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