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Welcome To:

The Contractor Checklist

Learn It & Log It Master Class

CLASS 3 — FIELD COORDINATION & DAILY MANAGEMENT

“Staying Ahead of the Jobsite — One Step, One Trade, One Day at a Time”


🎯 Class Objective

To teach Project Managers how to maintain control of the project once construction begins — through proactive coordination, consistent documentation, and field awareness that prevents surprises before they happen.

By the end of this class, PMs will understand:

  • How to track daily progress efficiently

  • How to communicate clearly with every trade

  • How to use their manual to prevent small problems from becoming major delays


🧭 The Field Management Mindset

Once the job starts, your role shifts from setup to orchestration.
You’re no longer preparing — you’re keeping dozens of moving parts synchronized.

The key principle:

“If you’re reacting, you’re already behind.”

Your daily structure is what keeps the project predictable.

Welcome To:

The Contractor Checklist

Learn It & Log It Master Class

Section 1 — The Daily Control Loop

Your manual includes a Field Coordination section designed to help you manage the day, not just survive it.

Each morning:

  1. Review the schedule (who’s onsite, what’s planned).

  2. Confirm deliveries + inspections for the next 48 hours.

  3. Walk the site before anyone else arrives.

  4. Document progress + issues with photos and short notes.

  5. Update the manual’s daily log with completed work, delays, and requests.

  6. Check off any material or safety actions from yesterday’s notes.

This loop builds rhythm — and rhythm builds control.


🧠 Interactive Challenge

Write down the three biggest field disruptions you’ve seen in the past.
Now ask yourself: Could any of them have been avoided with a daily loop like this?
Discuss how small, repeatable habits create big stability.

Welcome To:

The Contractor Checklist

Learn It & Log It Master Class

Section 2 — Coordination with Trades

The best PMs don’t micromanage — they guide the flow of information.
Your manual includes a “Trade Coordination Log.”
Here’s how to use it effectively:

  • Confirm start and finish dates for each trade.

  • Clarify dependencies (who needs to finish before the next crew starts).

  • Record special access or equipment needs (lifts, cranes, etc.).

  • Log field conditions affecting their work (weather, material, site congestion).

  • Note inspections or hold points specific to their trade.

Then hold a 2-minute check-in with every foreman daily.
Short talks → fewer problems.


💬 Discussion Prompt

Think of one trade that consistently causes delays.
What’s one coordination question you could ask them every morning to prevent surprises?
Example: “Are you waiting on anything to stay productive today?”

Add that question to your daily checklist.

Welcome To:

The Contractor Checklist

Learn It & Log It Master Class

Section 3 — Field Documentation = Legal Protection

Photos and notes aren’t paperwork — they’re evidence and memory.

In your manual:

  • Use the “Photo Log” for each trade phase.

  • Upload pictures of concealed work (rebar, waterproofing, wiring, plumbing).

  • Note inspection approvals and test results.

  • Record any verbal agreements or plan clarifications.

When disputes arise, documentation wins every time.

Welcome To:

The Contractor Checklist

Learn It & Log It Master Class

Section 4 — Inspections, Quality, and Safety

Your role is to ensure every milestone passes inspection the first time.

Use your “Inspection + Quality Control Log” to track:

  • Inspection type

  • Date scheduled / inspector name

  • Results + recheck notes

  • Photos of passed areas

And during safety walks:

  • Check PPE compliance

  • Verify trench, scaffold, or lift conditions

  • Note hazards in the “Safety Observation” section

Small daily notes prevent major violations.


⚒️ Field Exercise

Take a 10-minute walk on site (real or simulated).
Write three things you’d photograph for recordkeeping.
Discuss: Why would each photo matter 6 months later?

Welcome To:

The Contractor Checklist

Learn It & Log It Master Class

Section 5 — End-of-Day Wrap-Up

Every great PM ends the day with five quick checks:

  1. Did I document today’s progress clearly?

  2. Are tomorrow’s trades confirmed and ready?

  3. Do all safety measures reset before tomorrow’s start?

  4. Are photos, notes, and deliveries uploaded?

  5. Did I communicate updates to ownership or office staff?

This closes the loop and prepares the next morning’s success.

Welcome To:

The Contractor Checklist

Learn It & Log It Master Class

Section 6 — Using Technology for Smarter Field Control

Your Digital Manual syncs with:

  • Shared folders (photos, drawings, forms)

  • GoHighLevel updates (tasks, reminders, alerts)

  • QR-coded checklists (for subs to scan and confirm tasks)

The goal:


Use tech to simplify your day, not complicate it.
If it doesn’t help you stay organized — it’s clutter.

Welcome To:

The Contractor Checklist

Learn It & Log It Master Class

Action Items

  • Complete today’s Daily Field Log in your manual.

  • Add one photo example under each trade phase (start, mid, finish).

  • Schedule tomorrow’s check-ins with subs.

  • Note one improvement idea to bring up in the next coordination meeting.


💬 Reflection Prompt

“What habits do I need to build that would make me feel 100% in control of the field — every single day?”

Write that under your “PM Notes – Coordination” section.

Thank you for completing this Session!

Key Takeaway

Projects don’t fail overnight — they fail one untracked day at a time.
Field coordination is the art of seeing what’s coming next, documenting what happened today, and preparing for what happens tomorrow.

Your manual isn’t a file — it’s your control panel.
The more consistently you use it, the smoother every project becomes.

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