Free tool - Video 5
Ask five questions before you send the crew.
This works for service and project work. The details change, but the rule does not: planning is always allowed; release must be protected.
Information
Scope, address, contact, and instructions are complete.
Materials
The truck or job has what the work requires.
Jobsite
Access, prior work, permits, and conditions are ready.
People
The right crew and customer or builder are confirmed.
Use it with the system you already have.
Keep the language simple and use real jobs. The goal is a better decision, not a perfect spreadsheet.
Check the informationMake sure the crew can understand the work.
Check the materialsFor service, confirm truck stock or delivery. For projects, confirm the job kit.
Check the jobsiteConfirm access and the work that must happen first.
Check the crewMatch the skills and capacity to the job.
Check the customer or builderMake sure the date and access are acknowledged.
Release only when readyIf one answer is No, name the blocker and owner.
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