Skip to content
When submitted, form responses are sent to the email addresses provided and then deleted.
IF YOU WISH TO RETAIN THE INFORMATION YOU HAVE ENTERED,
ADD AN EMAIL ADDRESS BEFORE SUBMITTING.
CREATING THE PRODUCTION PLAN
Company
Prepared by
Email
Date
Copy to
Identify key differentiators to be used in construction
Which construction products am I going to use to differentiate my projects?
Which construction procedures or processes am I going to use to differentiate my projects?
Identify suppliers of key products
Which company will provide a key product?
Key product provided
Do I have an open account with this company?
Yes
No
Which company will provide a key product?
Key product provided
Do I have an open account with this company?
Yes
No
Which company will provide a key product?
Key product provided
Do I have an open account with this company?
Yes
No
Have I met the salespeople, managers, and owners of my key suppliers?
Yes
No
Have I investigated on-line or alternative suppliers to compare pricing and selection?
Yes
No
Identify subcontractors offering key procedures and processes
Which subcontractor will provide a key process?
Key process provided
Do I have an open account with this subcontractor?
Yes
No
Which subcontractor will provide a key process?
Key process provided
Do I have an open account with this subcontractor?
Yes
No
Which subcontractor will provide a key process?
Key process provided
Do I have an open account with this subcontractor?
Yes
No
Have I met the owners of my key subcontractors?
Yes
No
Purchase necessary equipment, especially safety equipment
Which safety equipment must I have on site to make sure I am complying with OSHA regulations?
Which subcontractors will I need to check to make sure they have all necessary safety equipment?
Demolition
Earthwork
Foundation
Flatwork
Framing Labor
Plumbing
Heating
Air Conditioning
Electrical
Roofing
Insulation
Drywall
Siding
Gutter
Deck
Set up Scopes of Work and other internal documents
Have I developed detailed Scopes of Work for my subcontractors?
Yes
No
Have I developed detailed Inspection Reports for the work done on my jobsites?
Yes
No
Do I have the internal documents (Terms and Conditions, Work Orders, etc) available to control my business relationships with subcontractors?
Yes
No
Develop Client Management process
Do I have an Initial Specifications form which is completed in interviews with my Client prior to beginning the estimating process?
Yes
No
Do I have a Change Order process in place to document the changes made by Clients?
Yes
No
Do I have the internal documents (Notice of Acceptance, Draw Request, Stop Notice, Restart Notice, etc.) available to control my business relationship with my Client?
Yes
No
Identify and implement Estimating process
Do I have a formal estimating procedure and template in place?
Yes
No
Does my estimating program have a reliable, easily-updated database of costs?
Yes
No
Can I produce an estimate in less than one hour?
Yes
No
Can I change or update an estimate easily?
Yes
No
Can I perform "what-if" analysis on an estimate easily, so I can answer the buyer's questions about alternatives?
Yes
No
Can I create and track change orders easily in my estimating program?
Yes
No
Does my estimating program contain and produce useful management reports?
Yes
No
Develop a Project Management process (scheduling, workload balancing, etc.)
Do I have a Project Management process in place?
Yes
No
Is my project volume sufficiently large to necessitate a formal Project Management process?
Yes
No
If so, have I identified the Project Management software I will use?
Yes
No
Does the Project Management software automatically update based on changes in the scheduling?
Yes
No
Does the Project Management software notify all interested parties of changes in scheduling?
Yes
No
Does, or will, the Project Management software really save time over a manual system?
Yes
No
Note 1
Note 2
Note 3
Send a copy to myself