GETTING STARTED
YOU’RE THE EXPERT.
WE’RE THE SYSTEM.
Precon Playbook doesn't tell you how to do preconstruction. It gives your process a structure everyone can follow, so your team executes consistently, owners stay informed, and nothing falls through the cracks.
01
PHASE ONE - ACTIVATION
Your Playbook is Your Secret Sauce
Every company runs preconstruction differently. Activation is where we take your existing process — written down or not — and build it into the platform so your whole team can execute from it.
WHAT HAPPENS IN ACTIVATION
✔︎ Choose a default playbook or translate your existing SOP into the system.
✔︎ Set up your first project with phases, tasks, and ownership assigned
✔︎ Connect to tools your team already uses
✔︎ Integration consultation with the Precon Playbook team to ensure best practices and keep your team on track.
02
PHASE TWO - EXECUTION
We Stay Close. You Run the Meeting.
For the first two months, we join as many of your coordination calls as you want — up to 10. We watch how your team uses the platform and help you refine the format so it fits how you actually work.
WHAT HAPPENS IN EXECUTION
✔︎ We join your weekly coordination calls — up to 10 in the first two months
✔︎ Live coaching on meeting format, accountability structure, decision logging
✔︎ Platform adjustments in real time — if something isn't working, we fix it
✔︎ We support the process, you know your playbook best.
Weekly Call Agenda
Open items review — who owns what, what's blocked, what closed since last week
KPI check — on track, at risk, needs attention. Dashboard visible to everyone in the call.
Decision log — every decision captured in real time with date and owner
Action item assignment — every task has a name attached before the call ends
AI recap generated and sent automatically — owners get a status update without needing to attend
03
PHASE THREE - STAKEHOLDER ALIGNMENT
Same System for Everyone on the Project.
Role-based access means owners, architects, and owner's reps see exactly what they need, and nothing they don't.
EVERYONE HAS A VIEW
✔︎ GC / Design-Build team — full project access, meeting management, all tasks
✔︎ Owner — status dashboard, decisions log, KPIs. Minimize check-in calls.
✔︎ Architect — coordination tasks, assigned items, meeting notes relevant to design
✔︎ Our team joins stakeholder onboarding calls, as needed
READY WHEN YOU ARE
YOUR NEXT PROJECT STARTS HERE.
Request access and we'll have your team running their first structured preconstruction project quickly and easily.