Pull Planning
Facilitated pull planning that builds reliable phase plans by working backward from key milestones with the foremen and trade leads who do the work.
Plan backward from the milestone, with the people who will hit it.
The people who understand how work truly flows are the foremen and trade leads who will execute it. Pull planning puts them in the room, starts from a milestone and works backward, each hand-off negotiated face to face. The output is a better phase plan and, just as valuable, a set of trades who have committed to one another.
We facilitate with structure and pace, on a physical wall or a digital board. Commitments, constraints and hand-offs are captured as they are agreed, then reconciled with the master CPM schedule so lean planning and critical path control reinforce each other rather than compete.
What we bring to Pull Planning
Senior practitioners, proven method and the right technology, specified line by line.
Session facilitation
Senior facilitators who keep sessions focused, candid and productive.
INCLUDEDMilestone framing
Clear target milestones and conditions of satisfaction for each phase.
INCLUDEDHand-off negotiation
Trade-to-trade hand-offs defined so work is released only when it is ready.
INCLUDEDConstraint capture
Every constraint logged with an owner and a removal date.
INCLUDEDDigital pull boards
Boards that stay live and useful long after the session ends.
INCLUDEDCPM reconciliation
Pull plan outcomes tested against the master schedule's logic and dates.
INCLUDEDA clear path, milestone by milestone.
Every engagement follows a disciplined sequence, so you always know what happens next and why.
What you receive
- RB-20112-D01Facilitated pull planning sessions
- RB-20112-D02Phase plans for each target milestone
- RB-20112-D03Constraint log with owners and dates
- RB-20112-D04Digital pull board
- RB-20112-D05CPM reconciliation report
- RB-20112-D06Session summaries and commitments
Technology we work in
Platform-fluent and vendor-independent. We work inside your environment, or recommend the one that fits.
What changes when we arrive.
Not activity. Results your board, your lenders and your teams can feel.
Commitment that comes from building the plan together.
Work released when predecessors are genuinely complete.
Lean planning and CPM control working as one.
What leaders ask us first.
Straight answers. If yours isn't logged here, raise it with us directly. A principal will respond.
Do we need to be a lean organization to benefit?
No. Pull planning is often the first lean practice a team adopts, and it delivers value on its own.
Can sessions run virtually?
Yes. We facilitate hybrid and fully digital sessions on collaborative pull-planning platforms.
Does pull planning replace the CPM schedule?
No. The CPM schedule sets the framework and the critical path; pull planning produces committed phase plans within it.
Look Ahead Planning
Rolling look-ahead plans that translate the master schedule into ready, resourced, constraint-free work at the workface, where productivity is won or lost.
Shutdown & Turnaround Scheduling
Hour-by-hour shutdown and turnaround schedules that compress outage windows and return critical assets to service safely, on the date operations committed to.
Commissioning & Startup Scheduling
System-based commissioning and startup schedules that carry facilities from mechanical completion to reliable operation without the familiar last-mile slip.
Command the date you announced.
Book a 45-minute program review with a senior principal. You will leave with an independent read of where your schedule and cost really stand, and the three moves that matter most.