Pre-Construction Workflow

Step 1: Review Clients Preferences and Requirements

• Review the clients preferences and requirements for materials, colors, and other selections based on initial discussions and discovery meetings
• Ensure that all preferences are documented accurately

Step 2: Present Material and Color Options

• Present the client with a selection of materials and colors that align with their preferences
• Provide samples or visual aids to help the client visualize their options

Step 3: Confirm Final Selections with Client

• Confirm the clients final selections for materials, colors, and finishes
• Clarify any questions or concerns they have about their choices

Step 4: Document Final Selections

• Document the clients final selections in the project records, including material specifications, colors, and any custom options
• Include confirmation of the clients approval in writing or via email

Step 5: Verify Availability with Suppliers

• Verify the availability of the selected materials with suppliers
• Confirm lead times and any potential delays in the delivery of custom or special-order items

Step 6: Communicate Final Selections to Project Team

• Communicate the clients final selections to the project team, including the project manager and procurement personnel
• Ensure that everyone involved is aware of the clients choices and any special requirements

Step 7: Prepare to Order Selected Materials

• Prepare to place orders for the confirmed materials based on the clients selections
• Confirm that all necessary specifications are included in the order documentation

Step 1: Review Final Selections and Project Requirements

• Examine the GCs final selections and the project requirements
• Ensure you have a comprehensive list of all materials and equipment needed for the roofing project

Step 2: Verify Supplier Information

• Confirm the contact details and ordering procedures for preferred suppliers
• Ensure you have up-to-date information on pricing lead times and availability

Step 3: Prepare Purchase Orders

• Draft purchase orders (POs) for all required materials and equipment
• Include detailed specifications quantities and any specific delivery instructions

Step 4: Obtain Internal Approvals

• If necessary seek internal approvals for the purchase orders
• Ensure all relevant stakeholders sign off on the orders before proceeding

Step 5: Place Orders with Suppliers

• Submit the purchase orders to the selected suppliers via email phone or online ordering system
• Ensure you receive confirmation of receipt from each supplier

Step 6: Confirm Delivery Schedules

• Verify the delivery schedules provided by the suppliers
• Ensure the delivery dates align with the project schedule and adjust if necessary

Step 7: Track Order Status

• Monitor the status of each order to ensure timely delivery
• Follow up with suppliers if there are any delays or issues with the order

Step 8: Notify Project Team

Step 1: Review Supplier Confirmations

• Review the delivery schedules provided by suppliers for all ordered materials
• Confirm that the delivery dates align with the project timeline and client expectations

Step 2: Communicate Delivery Schedules to Project Team

• Communicate the confirmed delivery schedules to the project team, including the project manager and site supervisor
• Ensure that all team members are aware of key delivery dates

Step 3: Schedule On-Site Deliveries

• Coordinate with suppliers to schedule on-site deliveries at specific times
• Confirm that delivery vehicles have clear access to the site and appropriate unloading areas

Step 4: Verify Supplier Compliance with Delivery Dates

• Verify that each supplier is committed to meeting the agreed-upon delivery dates
• Request updates or confirmations from suppliers as needed

Step 5: Plan for Storage and Security of Materials

• Plan for the storage and security of delivered materials on-site
• Identify secure storage areas and assign personnel to manage and monitor inventory

Step 6: Prepare for Delivery Contingencies

• Prepare contingency plans in case of delays or delivery issues
• Identify backup suppliers or alternative materials if necessary

Step 7: Record and Monitor Delivery Status

• Record all delivery schedules and updates in the project records
• Monitor delivery status regularly and communicate any changes to the project team

Step 1: Inspect Equipment Condition

• Conduct a detailed inspection of all equipment to ensure its in good working order
• Record any issues or maintenance requirements

Step 2: Schedule Maintenance and Repairs

• Perform or schedule necessary maintenance and repairs for all equipment
• Document completed maintenance tasks and update equipment logs

Step 3: Organize Equipment by Phase

• Arrange equipment based on the sequence of project phases
• Ensure that critical equipment is readily accessible for initial phases

Step 4: Verify Equipment Safety Features

• Check that all safety features, such as alarms and safety locks, are functioning correctly
• Test backup systems for critical equipment

Step 5: Secure Transport Logistics

• Coordinate transportation for heavy equipment and tools to the job site
• Ensure that all equipment is securely loaded and protected during transport

Step 6: Create Equipment Inventory List

• Prepare a detailed inventory list of all mobilized equipment
• Include serial numbers, quantities, and assigned team members for each item

Step 7: Communicate Equipment Plan to Team

• Share the equipment mobilization plan with the project team
• Confirm that all members understand their roles and responsibilities

Step 1: Conduct a Pre-Mobilization Site Inspection

• Conduct a pre-mobilization inspection of the site to assess its readiness for repair work
• Identify and document any potential hazards or issues

Step 2: Establish Site Access and Safety Protocols

• Establish clear access routes and safety protocols for the project site
• Communicate these protocols to all team members and subcontractors

Step 3: Set Up Temporary Facilities (if needed)

• Set up any temporary facilities needed on-site, such as restrooms, storage areas, or meeting spaces
• Ensure that these facilities are safe and accessible

Step 4: Secure Site Perimeter

• Secure the site perimeter with safety barriers, signage, and fencing as needed
• Confirm that all safety measures comply with local regulations

Step 5: Prepare Material Storage Areas

• Prepare designated areas for storing materials and equipment on-site
• Ensure that storage areas are secure and clearly labeled

Step 6: Conduct a Site Safety Briefing

• Conduct a site safety briefing with the project team to review safety protocols, emergency procedures, and assigned responsibilities
• Address any questions or concerns raised by the team

Step 7: Confirm Site Readiness with Project Manager

• Confirm the sites readiness for repair work with the project manager
• Obtain final approval to begin mobilization and repair activities

Step 1: Review Project Scope and Objectives

• Reiterate the project scope and primary objectives to the team
• Ensure all members understand their roles and responsibilities

Step 2: Confirm Permits and Compliance

• Verify that all required permits have been obtained and are up to date
• Review compliance measures and documentation

Step 3: Discuss Safety and Quality Standards

• Reaffirm safety guidelines and protocols with the team
• Highlight quality standards and inspection processes

Step 4: Confirm Resource Availability

• Check the availability of materials, equipment, and personnel for the project start date
• Address any resource-related concerns

Step 5: Review Communication Protocols

• Go over the established communication plan, including reporting schedules and emergency contacts
• Confirm that all team members are clear on communication channels

Step 6: Establish Initial Task Assignments

• Assign the first set of tasks to team members based on the project schedule
• Provide any necessary resources or support for task completion

Step 7: Open the Floor for Questions

• Allow team members to ask questions or raise concerns
• Document any key issues or action items for follow-up