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Cases / Planning & controls
Planning & controls

Run a progress meeting and drive the actions

Chair a site progress meeting, capture the decisions, turn each into an owned action or RFI, then issue the minutes.

4 steps8 minGeneral contractorProject / construction managerSpecialist subcontractor

How it works, step by step

4 steps across the platform - what you do at each one, and why it matters.

1

Chair the meeting and log the minutes

Meetings

Open the meeting, work the agenda, and record attendance, minutes and every decision as they are made.

Why: A meeting with no written record gets re-argued next week, and a verbal decision does not hold up in a dispute.

InMeeting agendaAttendeesOutLogged minutesRecorded decisions
2

Turn decisions into owned actions

Tasks

Raise a task for each action coming out of the meeting, each with a named owner and a due date.

Why: An action with no owner and no date never gets done. Naming both is what makes progress trackable and someone accountable.

InRecorded decisionsNamed ownersOutOwned tasksDue dates set
3

Raise RFIs for open questions

RFI

For every unresolved technical question, raise a formal RFI to the designer so the answer is logged and dated.

Why: A question left in the notes stalls the works and gets forgotten. A formal RFI forces a dated answer on the record.

InUnresolved questionsMeeting minutesOutFormal RFIsDated RFI log
4

Issue the minutes and actions

Reports

Generate the minutes and the open-actions list and send them to everyone who attended.

Why: Minutes only bind people once they are issued. Circulating the actions closes the loop and starts the clock on every due date.

InLogged minutesOpen actionsOutIssued minutesCirculated actions

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