GETTING STARTED
YOU CARRY THE RISK. STAY AHEAD OF IT.
The Playbook gives the owner's side one shared record of every milestone, commitment, and issue. See where the project stands. Surface risk early. Hold the team to what it committed to.
01
PHASE ONE - ACTIVATION
Bring the Project Into One Record
Every project runs across teams, tools, and stakeholders. Activation is where we bring it into one record: milestones, commitments, decisions, and issues, with the team reporting into it from day one.
WHAT HAPPENS IN ACTIVATION
✔︎ Stand up the project with milestones, commitments, and who's accountable for each
✔︎ Bring the project team onto one shared record
✔︎ Connect the systems the project already runs on, like Procore and Autodesk
✔︎ Setup support from the Precon Playbook team, so the record reflects how your project actually runs
02
PHASE TWO - ACCOUNTABILITY
Stay ahead without sitting on every call.
The team runs the work. You stay on top of it. As the project moves, the record updates. Decisions get logged when they're made. After every coordination call, an AI recap lands in your inbox. You know where the project stands and what the team committed to, without being in the room for all of it.
WHAT HAPPENS IN ACCOUNTABILITY
✔︎ The record updates as the team works, no chasing for status
✔︎ Every commitment and decision logged when it's made
✔︎ Risks flagged early: on track, at risk, needs attention
✔︎ AI recap after every call. Stay current without attending.
EVERY COORDINATION CALL LEAVES A RECORD
Open items review — who owns what, what's blocked, what closed since last week
Risk check on one shared dashboard: on track, at risk, needs attention
Decisions logged in real time, with date and who made the call
Action items assigned to a name before the call ends
AI recap generated and sent automatically. The owner's side gets the update without attending the call.
03
PHASE THREE - ALIGNMENT
One Record. Every Party on the Project.
Role-based access means every party works from the same record and sees what's relevant to them. The owner's side sees the whole picture.
EVERYONE HAS A VIEW
✔︎ Owner and owner's rep: the full picture, milestones, commitments, decisions, issues, and risk status across the project
✔︎ GC and design-build team: manages the work, reports into the record
✔︎ Architect: design coordination, assigned items, decisions relevant to design
✔︎ Our team helps onboard every party onto the record
READY WHEN YOU ARE
SEE WHERE YOUR PROJECT STANDS.
Request access and we'll have your next project on one record, with the owner's side ahead of the risk.