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A pre-construction meeting is essential to ensure that construction work is done correctly the first time. Here’s a structured outline of the process: 


  1. Alignment and Education: The meeting is to align the team and educate them on the project details.
  2. Quality Installation: The goal is to install work right the first time by following a structured process.

Key Steps

  1. Gather Documentation
    • Updated set of plans and specifications, highlighted by the trade partner or superintendent.
    • Approved submittals to ensure timely material delivery.
    • Safety manual and quality manual of the trade partner.
    • Emergency contacts and training certificates.
  1. Prepare Thoroughly
    • Allocate a day and a half to prepare for the meeting.
    • Read and highlight plans and specs, and review all pertinent information.
  1. Review Key Documents in the Meeting
    • Highlighted plans and specs.
    • Approved submittals and installation instructions.
  1. Address Key Requirements
    • Discuss the owner’s specific requirements and frustrations with past projects.
    • Include these insights in the meeting’s outcomes.
  1. Discuss Detailed Plans
    • Review the master schedule and detailed sequence of work.
    • Discuss zone maps, logistics drawings, and installation models.
    • Address the sequence of installation to avoid potential issues.
  1. Identify, Discuss, and Solve Issues (IDS)
    • List potential issues that could arise during construction.
    • Discuss and solve these issues during the meeting.
    • Document solutions on a visual quality checklist or feature of work board.
  1. Create a Quality Feature of Work Board
    • 11 by 17 paper outlining the installation process, goals, steps, and visual cues for success.
    • Include common pitfalls and solutions.
  1. Implement and Inspect
    • Use the documented solutions and quality checklists in the field.
    • Inspect the work against these checklists during zone control walks.
    • Ensure foremen and crew are committed to delivering the work as per expectations.


  • Clarity and Commitment: Ensures clear expectations and commitment from the team.
  • Standard Process: Uses a structured approach to avoid guesswork.
  • Quality Assurance: Provides a visual and documented process to maintain quality in the field.


By following this process, you can ensure a quality product and a smooth construction process. The pre-construction meeting sets the foundation for success, making it crucial to prepare thoroughly, document meticulously, and follow up consistently.

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!