Welcome to our free Takt University series. Today’s topic is one of the most powerful lessons in lean construction: how different planning systems — Takt, Last Planner®, CPM, Scrum, Advanced Work Packaging — all come together to form a cohesive and efficient production model.
If you’ve ever wondered how to integrate lean tools without confusion or redundancy, this blog is for you.
Starting Point: Takt as the Base System
At the heart of our planning model is the Takt Production System. Why? Because Takt organizes your project in a time-by-location format, offering a 4D production plan that visualizes the flow of work — not just the tasks.
Here’s what Takt incorporates:
- Location-based scheduling (vertical axis).
- Time-based progression (horizontal axis).
- Flow of trades like a train on tracks.
- Visual bottlenecks (zones or trades).
- Integrated principles from:
- Gantt charts.
- Line of balance.
- Critical Chain Project Management (CCPM).
- Theory of Constraints.
- Lean tools (e.g. pull planning).
- Production theory (Little’s Law, etc.).
Takt isn’t just a pretty schedule — it’s a unified system that brings structure, motion, and clarity to the chaos of project delivery.
Pre-construction Planning: The First Planner
Before any boots hit the ground, you need a rock-solid strategy. That’s where the First Planner System comes in. Think of it like baking a cake — if you want your trades (the ones who eat the cake) to enjoy the outcome, you better plan the recipe right.
In this phase, you:
- Analyze your CPM.
- Optimize zoning.
- Select the right takt time.
- Identify trade and zone bottlenecks.
- Validate all major constraints.
- Ensure readiness before the Notice to Proceed.
Bottom line: Pre-construction is where you build your base (your Takt plan), and the First Planner process ensures it’s sound.
CPM: Use Only As Summary, Not Strategy
Let’s clear this up: CPM should NOT drive your production. The theory behind CPM — increasing WIP, removing buffers, pushing work — is flawed for execution.
However, if your contract requires a CPM schedule:
- Use it as a Level 2 summary.
- Avoid using it to plan or execute.
- Align it to reflect your Takt production system.
It can serve as a summary or as-built, but never the master plan. In the book Takt Planning, this approach is clearly laid out using sequence or phase summaries.
Last Planner®: From Milestones to Daily Plans
Last Planner® is the system that brings your production plan to life — with the trades. Here’s how it beautifully ties into Takt:
- Master Plan: Your macro-level Takt plan with contractual milestones.
- Pull Planning: Maps sequences into your Takt zones.
- Look Ahead Planning: Filters from Takt to identify roadblocks.
- Weekly Work Plan: Focused, ready work, still aligned to flow.
- Daily Plans: Keeps execution rhythmic and responsive.
Each plan is a filtered view of the Takt plan, maintaining diagonal trade flow throughout. It saves time, removes guesswork, and keeps trades aligned with production.
Advanced Work Packaging (AWP): Aligning Supply Chains
AWP focuses on system-based, not just zone-based, thinking. It enhances your production plan by:
- Breaking work into Engineering, Procurement, and Construction Work Packages.
- Aligning supply chains to support field work.
- Using BIM for planning paths of construction.
- Preparing visual dos/don’ts, Lego sheets, and clear scope definitions.
- Ensuring all 17 pre-task items are ready before mobilization.
Paired with Takt, AWP works well. Paired with CPM? It creates unnecessary complexity and headaches.
Scrum: Solving Problems Before They Hit the Field
Scrum isn’t just for software. In lean construction, Scrum becomes the problem-solving engine of your project management team.
Here’s how:
- Field issues get tracked on a Scrum board.
- Roadblocks go from backlog → sprint backlog → doing → done.
- Office teams handle constraints before they impact work.
- Daily stand-ups ensure continuous communication and progress.
Scrum works best when integrated into the daily rhythm of your Takt system.
Putting It All Together: The Unified System
Each of these systems plays a vital role. But they’re not competitors — they’re complements. Here’s the full integration model:
System | Role |
Takt Production System | The base — your 4D production plan. |
Pre-construction/First Planner | Planning the base and making it robust. |
CPM | Contractual summary only. |
Last Planner® | Translating plans to field-friendly actions. |
AWP | Packaging work and aligning procurement. |
Scrum | Clearing roadblocks and enabling flow. |
This is Lean Project Delivery, and it’s the future of 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