How To Write A Business Plan For A Construction Company

Read 7 min

How to Write a Business Plan for a Construction Company: The Essentials You Can’t Skip

I’ve covered how to write a business plan for a construction company before, but since then I’ve received more questions, helped more companies, and learned even more from the field. So, in this blog, I want to cut through the noise and share the absolute essentials you must have in place to make your business plan truly work.

I’ve worked with large companies, my going rate for big engagements starts at $500,000 per year for one-on-one consulting. I’ve taken on plenty of those projects, but these days, I only take one per year. Beyond that, through LeanTakt and other initiatives, I’ve worked with organizations of all sizes. For smaller companies, I often volunteer my help for free. So, trust me when I say these are the keys you need to get right.

  1. Visionary & Integrator:

When people think “business plan,” they often imagine a thick binder filled with market research, charts, and fancy reports. Those have their place, but the first thing I look for is this: Who’s your visionary and who’s your integrator?

The visionary sets the direction; the integrator makes it happen. These roles must be clearly defined and tested for compatibility. Without them, even the most polished plan will fall apart.

  1. The Clarity Document:

Your clarity document might just be the most important part of your plan. It outlines:

  • Your mission, purpose, and core values.
  • Where you want to be in 100, 10, 5, 3, and 1 year(s).
  • Your specific market segments.
  • Your marketing plan.

Gino Wickman calls this your VTO (Vision/Traction Organizer). A well-crafted clarity document wins half the battle before you even start.

  1. Right People in the Right Seats:

Jim Collins says the number one metric in your organization is having the right people in key seats. Your organizational chart should reflect what the business needs, not just what positions you already have filled.

Until over 90% of your key seats are filled by the right people, you have work to do.

  1. Define Your Approach:

Are you cheap and standardized? Or custom and expensive? Be clear about your red zone, the work you excel at, get paid well for, and enjoy.

From there, outline your standard way of delivering, both in marketing and operations.

  1. Shore Up Problems Before Scaling:

Every industry has common problems, yours included. Your plan should identify these issues, show how they’re being addressed, and include a strategy for training and enforcing solutions company-wide.

A well-trained and scalable operating system is the foundation for growth.

  1. Final Advice:

Whether you’re starting or scaling a construction company, you need:

  • The right people in the right seats.
  • A clear visionary and integrator.
  • Expert help when needed.

The best companies hire consultants, get marketing support, and invest in their next step. The ones that fail often keep struggling in ignorance.

And don’t forget, cash flow is king. Have cash flow insurance, build your credit, and work with strong financial partners who’ll stick with you 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

First Planner System®️ – 22 – Building the Design Team & Setting Targets

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Build the Design Team and Set the Right Parameters

In construction, the excitement of being awarded a project can quickly be overshadowed by the challenge of organizing the team and ensuring everyone moves in the same direction. One of the most critical steps at this stage is building your design and pre-construction team and setting clear parameters from the very beginning.

Without clear targets and alignment, even the most talented team can head in the wrong direction. The goal is to target the right production plan, set a realistic total project duration, and align the design with financial expectations. Failing to do so can result in designs that exceed the budget or timelines that are unrealistic, ultimately leading to frustration and costly changes later on.

Step 1: Build the Team

Start by getting the right people in the right roles, communicating well, and working toward shared goals. Use a framework to organize your approach:

  • Board One: Organization clusters and communication map out the executive team, core team, scrum teams, and communication channels.
  • Board Two: Conditions of satisfaction identify risks, define what success looks like, and review past project successes.
  • Board Three: Meeting cycle draft, refine, and finalize a meeting schedule that works for the whole team.

These tools help create an integrated, well-communicating team with a clear meeting structure. Reference resources like Integrated Project Delivery to structure big rooms, form collaborative teams, and establish effective workflows.

Step 2: Set the Right Parameters

Your owner likely has a set budget and schedule expectations. The key is to design to these constraints using Target Value Design (TVD) principles:

  • Gather a collaborative team early.
  • Set a target budget and/or timeline.
  • Design to cost, iterating frequently to stay aligned.
  • Apply lean processes and value engineering along the way.

Part of setting parameters is understanding General Conditions (GC) and General Requirements (GR) early:

  • General Conditions: Overall operational costs like staffing and insurance.
  • General Requirements: Contractual and logistical tasks like temporary facilities, site security, permits, safety, and cleanup.

Underestimating these costs can lead to late-stage budget shocks, forcing “slash and burn” value engineering that frustrates both owners and designers. Instead, develop a macro-level Takt plan from the outset, map logistics, and keep assumptions transparent.

Step 3: Avoid Late Surprises

Accurate early planning prevents budget blowouts and schedule slips. A well-structured kickoff meeting acts as a “pre-flight check” for your project: ensuring everyone is organized, communicating well, and aligned on goals before work begins. This reduces conflict, minimizes waste, and keeps the design intact without last-minute cuts.

Key Takeaway:

A successful construction project begins with building the right design team and achieving early alignment on goals, budgets, and schedules. Establishing clear communication and locking in cost and timeline parameters from the start protects design integrity, reduces waste, and builds trust keeping the project on track to deliver on time and within budget.

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®️ – 23 – Last Planner®️ & Scrum in Design

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Elevating Pre-Construction Planning: Last Planner System & Scrum in the Design Phase

In the design phase of pre-construction planning, structure and collaboration are critical to keeping projects on track. One way to do this effectively is by leveraging the Last Planner System and Scrum to guide your team toward success.

Last Planner in the Design Phase

When applying the Last Planner System, begin with a milestone pull (or phase pull).

  1. Identify milestones: Start with your final milestone, then work backward to determine necessary intermediate milestones.
  2. Validate milestones: Use the group’s expertise, historical timelines, and reference data to ensure they’re realistic.
  3. Visualize the plan: Create a clear, visual sequence of work that the team can review and refine.

In design, complexity, team capability, and workload capacity will affect milestone timing. The key is to create phase specific pull plans rather than trying to plan the entire design phase at once. This allows for accurate forward and backward passes to determine dependencies and durations.

Once your pull plan is set, move into:

  • Six-week look ahead planning: Prepare tasks in advance, coordinate needs, and remove roadblocks.
  • Weekly work plans: Identify exactly what will be accomplished each week, adjusting as needed.
  • Daily huddles: Track progress, check percent plan complete (aim for 80%+), identify issues, and make corrections.

Software like Vplanner can make design-phase planning more visual and effective. Integrate these meetings into your cadence cluster work sessions, all-hands planning meetings, and buffer days to keep momentum strong.

Scrum in the Design Phase

Scrum brings flexibility and visual tracking to the design process. Start with a milestone pull and, if desired, a phase specific pull plan. Move your activities into a Scrum board with four columns:

  1. Backlog: All tasks (with effort points using Fibonacci numbers).
  2. Sprint Backlog: Tasks chosen for the current sprint (often one week).
  3. In Progress: Work actively being done.
  4. Completed: Finished tasks.

Run the process like this:

  • Sprint Planning: Decide what will be accomplished in the sprint.
  • Daily Huddles: Move tasks from left to right, help team members when needed.
  • Sprint Review & Retrospective: Assess progress, improve the process.

A burn down chart helps visualize whether the team is on track by plotting total effort remaining against time.

Best Practices for Enabling the Design Team

  1. Use a decision matrix: Make decisions based on clear evaluation criteria and keep a documented history.
  2. Help the team flow: Avoid overloading them with distractions and excess communication.
  3. Work in one-piece flow: Avoid batching; finish tasks completely before moving on.
  4. Create a “Done, Done, Freaking Done” culture: No partial work; ensure accountability.
  5. Control Work in Progress (WIP): Keep workloads balanced.
  6. Recover delays quickly: Collaborate to find solutions without overburdening the team.

Early Deliverables to Track

  • Early procurement: Track long-lead items early.
  • Existing utilities: Identify and plan for relocations now.
  • Geotech report: Understand soil conditions and site prep needs.
  • Engage VDC: Involve Virtual Design and Construction early for model coordination.

By setting up the right systems, milestones, and rhythms, your design team will have clarity, focus, and momentum creating a strong foundation for the rest of the project.

Key Takeaway:

A successful design phase in pre-construction hinges on structured collaboration. By combining the Last Planner System and Scrum, setting clear milestones, maintaining visual workflows, and supporting the design team with smart decision-making and flow, you create the conditions for on-time, high-quality project delivery.

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®️ – 24 – Supporting the Design Team

Read 6 min

How to Enable the Design Team in Pre-Construction

Supporting the design team is one of the most important responsibilities during pre-construction. While there’s often traditional tension between designers and contractors, effective collaboration leaves no room for drama. Instead, it’s about providing resources, expertise, and proactive input to help the design team succeed and, in turn, to set the entire project up for success.

Here are nine ways to enable the design team:

  1. Real Time Schedule Updates

Use takt planning methods to quickly simulate and adjust the macro-level plan when design changes occur. This allows immediate feedback so the team can see the schedule implications of design decisions without delay.

  1. Real Time Budget Updates

Instead of the slow “design react” cycle, provide current cost feedback in real time. Skilled estimators can closely predict cost impacts, especially when schedule and production plans are factored in.

  1. High-Value Constructability Reviews

Go beyond generic “finish this detail” notes. Instead, dig deep into how the building will be put together evaluate material choices, installation methods, sequencing, and logistical considerations. Builders must be involved to make this review meaningful.

  1. Early Trade Partner Involvement

Bring in specialty contractors early mechanical, plumbing, electrical, exterior systems, elevators, and more. Their expertise helps shape better system selections, routing, pathways, and installation strategies.

  1. VDC (Virtual Design & Construction) Support

Integrate VDC early for design decision-making, “what-if” modeling, and clash detection. The goal is to merge the design model with trade coordination as early as possible.

  1. Permitting Assistance

Help with the permitting process by developing a permit matrix that accounts for phased submissions, variances, city requirements, and related issues like SWIP, dust control, and historical preservation.

  1. Value Engineering That Adds Value

True value engineering means finding ways to improve quality and efficiency while reducing cost not cutting scope. Explore material alternatives, assembly methods, and creative solutions that enhance the project.

  1. Use of A3 Problem Solving

An A3 concisely presents a problem, its root causes, possible solutions, and an action plan all on one page. Facilitating A3s helps the design team make informed, timely decisions.

  1. Risk Identification

Actively identify potential risks and work with the design team to mitigate or eliminate them during pre-construction. This proactive approach helps avoid downstream delays and cost overruns.

By taking these steps, contractors can dramatically improve design flow, strengthen relationships, and contribute to a better final product. The way you treat the design team is not only a reflection of your professionalism it’s a direct factor in project success.

Key Takeaway:

Great projects begin with strong design-phase collaboration where contractors empower the design team through timely feedback, expert input, and proactive problem solving. This supportive partnership removes roadblocks, enhances decision making, and helps protect budget, schedule, and quality setting the stage for project success from the very start.

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®️ – 25 – Plan w/ the Builders

Read 6 min

Builder Collaboration: Does the Plan Belong to the Builders?

Once the design team has been supported and aligned to the budget, it’s time to transition into a serious, builder-led planning process. The only way to create a truly effective plan is to involve the people who will actually build the project the ones with real-world construction experience.

This process can be grouped into three stages:

  1. Gather the Builders

    Bring the project’s superintendent and project manager into the pre-construction phase as early as possible. If they are unavailable due to other projects, have the project director, project executive, or operations manager involve them at critical points.

    Avoid creating a plan in a silo and simply handing it off. The best approach is to have the PM and superintendent fully engaged in pre-construction planning. The PM should handle client interface, design coordination, budget management, and trade partner involvement. The superintendent should focus on strategy, scheduling, logistics, constructability reviews, mobilization, and the first 90-day plan.

  2. Make the Plan

    Start by understanding all contract requirements, Division 1 specs, and the prime agreement. Gather every available resource drawings, procurement logs, schedules, logistics plans, and team charts. Conduct a detailed review to identify constraints, bottlenecks, and critical milestones.

    Create a macro-level attack plan, noting zone breakdowns, phasing, weather impacts, permitting timelines, procurement durations, and coordination triggers. Build in milestones such as “dry-in,” “air-on,” MEP completion, and commissioning. This is your opportunity to identify risks and make strategic adjustments before work begins.

  3. Tear the Plan Apart

    Hold a “fresh eyes” meeting with experienced builders and relevant trade partners. Review the entire plan with the sole purpose of finding weaknesses, risks, and opportunities for improvement. This is not a ceremonial review it’s a rigorous stress test to catch problems on paper before they appear in the field. Once the review is complete, make the necessary changes and set the project baseline for the owner. Remember, the baseline should not restrict flexibility in your production plan it’s simply a contractual reference point.

    Key Takeaway:

    A successful construction plan is built by the people who will execute it and then it’s tested until it breaks. By gathering the right builders early, making a detailed and realistic plan, and rigorously challenging it through a fresh eyes review, you dramatically increase the chances of finishing on time, on budget, and exactly as the owner expects.

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®️ – 26 – Prepare to Start Strong & Conclusion

Read 5 min

Prepare to Start Strong: Setting the Stage for Project Success

The time to accelerate isn’t when dozens of trades are on-site, tangled in dependencies. The real opportunity to gain time is right at the start when only a few trades are involved, and you can set the pace for the entire project.

Pre-Construction Meeting with the Owner

A successful kickoff begins with a thorough pre-construction meeting involving the owner, their representatives, and any inspectors. This meeting sets expectations, ensures alignment, and establishes a strong foundation for the project. How you start will heavily influence the project’s trajectory.

Prepare Your First Contractors Early

Begin at least six weeks before project start. Confirm that all first contractors are ready to mobilize with the right resources, equipment, and clear plans. The early stages are where momentum is built.

Order and Secure Everything in Advance

  • Site Support Items: Forklifts, buggies, dumpsters, restrooms, and hand wash stations.
  • Startup Materials: Signs, job startup kits, safety stickers, and office equipment.
  • Administrative Readiness: Contracts, insurance, and bonds for all early trades.

Schedule Critical Early Activities

These should run in parallel with first-trade mobilization:

  • Pothole all utility crossings.
  • As-built and map all underground utilities.
  • Install SWIP BMPs (Best Management Practices).
  • Begin permanent worker bathroom construction.
  • Establish a staging yard and parking areas.
  • Set up daily huddles and weekly planning meetings.
  • Start worker orientations.
  • Install trailers and connect temporary utilities.

Post All Required Documentation On-Site

Permits, plans, safety protocols, utility shut-offs, emergency contacts, and quality plans must be clearly posted before work begins.

Notify the Owner and Neighbors

Send an impact notice well before work starts so everyone knows when and how the project will begin.

The System Behind Success

If your startup process is well-prepared and your component score is above 80%, you’ve built a system that will deliver results. The real key isn’t administrative processes like RFIs or submittals they’re necessary but not transformative. The game changer is a builder’s approach: professional behaviors, disciplined planning, and a refusal to tolerate mediocrity.

This industry won’t be improved by outside forces, technology alone, or wishful thinking. Change begins with you the builder who chooses to stand up, lead, and insist on excellence.

Key Takeaway:

Successful projects start with strategic preconstruction preparation that involves strong leadership, early contractor engagement, and careful coordination. By securing resources and managing planning and logistics before work begins, teams create the momentum and clarity needed to avoid delays and deliver projects on time, on budget, and with quality.

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

Advanced Rules for Your Huddles

Read 5 min

Daily Huddles: The Beginner vs. Advanced Approach

A listener recently asked about worthy superintendent-focused conferences. That led to a great discussion about field leadership training and eventually into a deeper topic I’ve been meaning to cover: why most daily huddles in construction are only information-sharing sessions, and how to take them to an advanced level.

The Problem With the Typical “Daily Huddle”

Many teams follow rules like:

  1. Keep it short
  2. Start and end on time
  3. No phones or distractions
  4. Stand up
  5. Get in a routine
  6. Stay on track
  7. Involve the entire team

Those aren’t bad rules, but when you apply them in the morning with foremen, what you’re running is a quick information exchange, not a true planning huddle. You’ll raise awareness, but you won’t solve problems or remove roadblocks.

The Advanced Approach: Three Distinct Huddles

  1. Foreman Huddle – Afternoon Before
  • Purpose: Plan the next day tactically.
  • Format: Sit down (give the foremen a break), talk through handoffs, identify roadblocks, and make sure tomorrow’s work is 100% ready.
  • Duration: As long as it takes to add real value, 10 minutes or 45 minutes, it doesn’t matter.
  1. Worker Huddle – Morning
  • Purpose: Create a social group, communicate the day’s plan, and give quick training.
  • Duration: 5–10 minutes.
  • Stand-up format works well here.
  1. Team Daily Huddle – 8 or 9 a.m.
  • Purpose: PMs, PEs, supers, and others meet to remove roadblocks discovered earlier and organize priorities to maintain flow.
  • Duration: Short and focused.
  • Stand-up works fine here, too.

Why It Works

Separating these huddles allows:

  • Foremen are to plan without rushing.
  • Crews to start the day with clarity and connection.
  • The management team to respond quickly to issues before they affect production.

Key Takeaway:
If you’re only meeting with foremen in the morning, you’re running an information-sharing session, not a planning huddle. Shift tactical planning to the afternoon, keep morning huddles short and social, and use a mid-morning team huddle to clear roadblocks. That’s how you move from “beginner” to “advanced” daily huddles.

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 Approach Studying Your Drawings

Read 5 min

How to Read Construction Drawings Without Getting Overwhelmed

A listener recently asked:

“When you first receive a job and drawings, how do you dive into the project? How do you know what to review first? And how do you approach each scope, especially MEPF, without missing anything?”

Great question. Drawing review is one of the most important skills for builders, but it’s also one of the most overwhelming, especially at the start of a project. Here’s how I tackle it.

1. Match Your Review to the Project Phase

  • Preconstruction – Do a high-level “page flip” to spot the building’s major elements, flow, big risks, and potential problems.
  • Scope buyout/bidding – Dive deeper into each trade’s scope to make sure everything is captured in estimates and contracts.
  • Right before NTP (Notice to Proceed) – Do a detailed review: ensure every scope is in the production plan, every submittal is logged, every risk is documented, every testing and inspection item is registered, and all critical startup actions are planned.
  • During construction – Focus only on the drawings for the upcoming 6 weeks. Study them in the morning, then walk the site so what you’ve reviewed is fresh and relevant.

2. Specialize for the Phase You’re In

Scott Berg, a great general superintendent I learned from at Hensel Phelps, taught me to become an “expert” in the drawings for the current phase of work:

  • In the structural phase → focus on structural drawings.
  • As you move into finishes → shift to architectural drawings.
  • When MEPF systems are coming → study one-line diagrams, flow diagrams, and system layouts.

This keeps your mental load manageable and ensures your knowledge matches what’s happening on site.

3. Talk to the Trade Partners

Even at my experience level, I’ll ask a trade partner for 5–10 minutes to walk me through the key parts of their scope. Questions are powerful. Use them.

4. Work in Small Bites

Most people only have 20–40 minutes of real focus before their brain starts to wander. Break your review into short, focused sessions. Don’t try to digest the entire set at once—sequence your review in the order the project will be built.

Key Takeaway:
Read your drawings in alignment with your project phase, focus on what’s immediately relevant, and break the work into small, focused sessions. This keeps you from getting overwhelmed and ensures you’re always prepared for the work ahead.

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 Innovate with Standards

Read 6 min

When Standardization Stifles Innovation on the Jobsite

A listener recently sent in a great question:

“My company wants everything standardized. I created my own Canva-based weekly update doc for OAC and foreman meetings, but I’m reluctant to show it to management because it’s different. They want all our docs to look the same across projects. I love this company, but they’re very ‘if it’s not broken, don’t fix it.’ I’m not a status quo guy. If we’re not growing or getting better, what are we doing? Have you dealt with this before?”

I have, and I feel this one deeply.

The Danger of Over-Standardization

I’ve seen strong companies make weak decisions by over-standardizing. Sometimes it starts with a good intention, like brand consistency, but it ends with processes frozen in time. I’ve seen companies look the same 10–30 years later because standardization became a ceiling instead of a floor.

The worst part? Innovation dies, and people are turned into “yes” robots.

Our Rule at Elevate Construction

We have minimum standards, but no cap. You can always make it better.

That’s why our graphics, books, proposals, and templates keep evolving. Each new iteration builds on the last. Is it harder? Yes. Does it take more time to get used to changes? Absolutely. But it’s worth it.

What I’d Do in Your Shoes

I’d go to leadership and say:

“I created this tool. Can we format it so it’s on-brand and available for others to use, while still allowing me to use it on my project?”

That way, you’re respecting the company’s desire for consistency and keeping your ability to innovate.

If they still said no, I’d push back:

“You pay me to run this job. Tools and processes are part of how I do that. I need a voice in how it’s run. Let’s find the win–win.”

If they still refused to even look at it, I’d seriously consider whether that’s the environment I want to work in. That might sound extreme, but if a company shuts down new ideas without discussion, it’s limiting your ability to succeed.

You Have Leverage

When I was running the Bioscience Research Laboratory, the corporation tried to dictate exactly how I should run pull plans and huddles. My response was:

“Unless you’re here working with the team, understanding their skills and capacity, the team decides how we operate.”

Because they needed me to run that job well, my approach won out. You have that same leverage if you’re delivering results.

Bottom Line

There’s almost always a way to align your tool with the company’s standards while still using it. The key is to push for that win–win instead of quietly letting your ideas die.

Key Takeaway:
Standardization should be a floor, not a ceiling. Meet minimum requirements, but keep pushing to make tools and processes better. If leadership won’t even discuss a new idea, it’s a red flag for your ability to innovate and possibly for your future there.

If you want to learn more we have:

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

Discover Jason’s Expertise:

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

 

On we go

The Trades Agreed To It,” May Not Be What You Think

Read 5 min

Why “The Trades Agreed to It” Isn’t Enough

I hear this phrase a lot: “The trades agreed to it.”
I’ve said it myself in the past. Kevin has said it. You’ve probably heard it or used it, too.

Here’s the problem: on its own, that statement means very little.

Why It’s Often a False Safety Net

Most trade partners are under intense time pressure when bidding. They barely have enough bandwidth to finalize pricing, let alone carefully review a detailed schedule.

If you send them a CPM schedule, there’s a good chance they can’t truly read it. And even if you’re using Takt and the sequence is visible, they might not fully grasp the labor implications until they’re deep into the project or until the pull plan meeting, if you run it well with proper zoning.

And let’s be honest: sometimes, “the trades agreed to it” means they were pressured in a meeting, intimidated into agreeing to shorter durations, or sent a schedule via email that they didn’t have time to analyze. That’s not informed consent, it’s compliance under duress.

What Agreement Should Mean

If you want “the trades agreed to it” to mean something, it should mean:

  • The deal is possible with the crews available.
  • It’s been production planned and work-packaged.
  • It’s responsible and realistic; no laws of production have been violated.
  • They understand exactly what’s expected and what it will take to deliver.
  • The contract reflects the reality of the schedule.

If all of that is true, then yes, the trades agreed to it is a valid statement.

Our Responsibility as General Contractors

Extreme ownership means we don’t hide behind a phrase. It’s our job to ensure the plan is fair, achievable, and clearly understood before anyone signs up for it. If the planning isn’t right, if it’s unrealistic, or if it forces people into impossible situations, then “they agreed to it” is just a cover for poor planning.

We’re here to create respect for people, stability, and flow, and that starts with making sure our trade partners are set up for success, not failure.

Key Takeaway:
“The trades agreed to it” is meaningless unless the agreement is informed, realistic, and backed by proper production planning. As general contractors, we have to make sure every deal we present is possible, fair, and clearly understood before anyone says “yes.”

If you want to learn more we have:

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

Discover Jason’s Expertise:

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

 

On we go

    faq

    General Training Overview

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

    Superintendent / PM Boot Camp

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

    Takt Production System® Virtual Training

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

    Onsite Takt Simulation

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

    Foreman & Field Engineer Training

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

    Testimonials

    Testimonials

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

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

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

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

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

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

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

    agenda

    Day 1

    Foundations & Macro Planning

    day2

    Norm Planning & Flow Optimization

    day3

    Advanced Tools & Comparisons

    day4

    Buffers, Controls & Finalization

    day5

    Control Systems & Presentations

    faq

    UNDERSTANDING THE TRAINING

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

    VALUE AND RESULTS

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

    PLANNING AND SCHEDULING TOPICS

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

    APPLICATION & TEAM ADOPTION

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

    VIRTUAL FORMAT & ACCESSIBILITY

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

    faq

    GENERAL FAQS

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

    CURRICULUM & OUTCOMES

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

    LOGISTICS & FORMAT

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

    PRICING & VALUE

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

    SEO-BASED / HIGH-INTENT SEARCH QUESTIONS

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

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    Day 3

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    Day 4

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    Day 5

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