The purpose of pull planning is to design a project-based production system in conformance with lean principles. Like all aspects of Last Planner, it is a collaborative approach that includes those who are directly responsible for supervising the work on the project. People mistake merely scheduling a phase of work from the end working backwards for the intent of pull planning.

One of the keys to success in designing a production system based on lean principles is to get all of the work experts who are supervising the work, we call them last planners, to engage with each other to collaboratively work out a plan for the phase that includes the best of the alternatives available to them. Facilitating that conversation can be a challenge if you aren’t starting out with the right question. What question?

HOW WILL WE DO OUR WORK TO MEET THE CLIENT (OR PROJECT) MILESTONE?

That looks simple. Let’s break it down into its parts.

WE

“We” is a specific group of people who are managing the work of others. “We” is not any trade foreman or design lead, nor is it the supervisor’s supervisor. It is the person who will show up everyday with his/her workers who will perform the work in that phase.

You cannot substitute people in this planning conversation. You need the people who know the staff and what that staff is good at doing and what they are not good at doing. It is only with deep knowledge of the people that a last planner can engage with others in evaluating alternative approaches to choose an approach with the greatest advantages for all the trades in that phase.

“We” is also a collective of last planners. Change out one last planner for another and the resulting plan will likely be different.

OUR WORK

What is it that “we” are doing? Starting with a particular discipline, the last planner has to know the scope of work in the phase. There’s no showing up to a pull planning meeting without having studied the work of the phase. That will not do. Last planners must know the scope, the materials, the hours planned for the work and the equipment or information that is available to them or that is needed. But it doesn’t end there.

“Our work” also means the work that others will be doing. Why? Because completing the work of one trade creates the conditions for beginning the work of other trades. Last planners need to understand what the starting conditions are for their work. This allows them to make requests and negotiate hand-offs during the pull planning conversation.

MEET THE MILESTONE

We can’t know what work we have to do without understanding what has been promised to be in place. Sometimes this comes from an explicit promise to a client. Other times the milestone definition is established by the project team for managing the project. In both cases, we can describe the milestone as a set of conditions that must be satisfied for successful completion.

Last planners must understand the conditions of satisfaction (COS) to do a good job in the planning of the work in the phase. And, that is not enough. Why are those COS important to the job? One answer to that is the completion of every milestone sets the stage for doing something different in the next phase. Knowing what is to come next and why it is important to the client or the project creates the context for pull planning in the phase.

That wasn’t difficult. Add these items to your pull planning preparation checklist:
•Invite the people who will be the last planners
•Share the conditions of satisfaction for the milestone with all the last planners
•Brief the whole group on all the work going on in the phase
•Have each last planner study their scopes

Remember, don’t let people lose sight of their role in pull planning. Throughout your pull planning sessions remind the last planners they are there to answer the pull planning question.


Lean Construction and Pull Planning
The videos presented are by Beck Construction and refer to general construction practices and multiple trades. They will help you be prepared for a Lean Construction project using Pull Scheduling. E Light Electric Services, Inc. uses Installation Plans, Plan of Tomorrow meetings and Percent Planned Complete tracking in conjunction with Pull Planning Techniques. I recommend completing the E University modules related to these subjects so that you can understand the processes that E Light Electric put into place to utilize the concepts of Pull scheduling on their projects on a daily basis.

Please proceed to the four (4) videos below concerning Pull Planning and watch each of them. These videos are presented by Beck Construction and contain valuable information concerning lean construction and Pull Planning.

Be sure to take notes.

Once you have completed all the videos proceed to the bottom of the page and take the quiz and then click the submit button.
Lean Construction and Pull Planning Module
The following interactive training modules have been provided to assist you in your career. We encourage you to take advantage of these tools to further your electrical career and to assist you in learning more about the electrical trade and E Light Electrical Services, Inc
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© Ted “Smitty” Smith 2012
1. Which would be developed first on a project? __________.
2. Each week you will look at the weekly work plan for ________ weeks.
3. When planning for the 6 week look ahead you should
4. At the end of every meeting a quick ____________________ should be done so that each meeting that follows will improve.
5.The tasks notes are divided into three sections, Task, _____________________ and Duration.
6. Everyone should come to the meetings prepared with a good knowledge of what they need to accomplish, their schedule and their constraints.
7. The six week look ahead meeting will only work if everyone that has tasks to perform is in attendance, including those that are just beginning in 6 weeks.  _____________.
8. The pull schedule is developed by taking the ____________________ task and working each handoff from that task.
9. The __________________________________ should be posted so that everyone can see it and reference during the weekly work plan meeting.  __________________________.
10. The first pull schedule meeting on a construction project which involves all the trades should be schedule for ______ hours in order to work through the initial pull schedule. ____________
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Copyright  Ted "Smitty" Smith Sr. 2012
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Lean Construction and Pull Planning Module Test
This page was last updated: July 20, 2017
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Video 1 of 4: Weekly Work Plan - Lean Construction
Video 2 of 4: Pull Planning - Lean Construction
Video 3 of 4: Percent Planned Complete - Lean Construction
Video 4 of 4: 6 Week Look Ahead Schedule - Lean Construction
Before watching the videos below, click on the presentation below and read the material presented.
Introduction to Pull Planning
Introduction to Pull Planning
A. Weekly work plan
B. Pull Plan
C. 6 week look ahead
D. Three week schedule
A. 1
B. 2
C. 3
D. 6
A. Develop two (2) three week look aheads and compare them
B. Plan for the next six weeks
C. Plan for the current week and the week that is 6 weeks from now
D. Write a Ghant chart
A. Review
B. CBA exercise
C. Plus / Delta
D. 5 Why exercise
A. Owner
B. Manpower
C. Constraint
D. Handoff
A. True
B. False
A. True
B. False
A. First
B. Middle
C. Third
D. Last
A. Blueprints
B. Pull Schedule
C. The specifications
D. None of the above
A. 1
B. 2
C. 3
D. 8