Job Detail Hand-off
A simple system to ensure accurate transfer of data to field personnel
Design Agreement Process
Steps to executing a successful design agreement
Design-Build Agreement template
Steps to ensure client commitment
Pre-Construction Checklist
Checklist for Project Managers
Pre-Construction Meeting
A guideline for conducting a client pre-start meeting
Project Finish Schedule
Guide to tracking customer product selections
GPScorecard
A profit-planning tool to jump start your year
Product Mix Spreadsheet
Calculating a blended gross profit percentage with multiple revenue streams
Markup % Process
Calculate markup %, selling price and gross profit
30-60-90 Day Metrics example (for onboarding or developing people)
Accelerate new employee productivity
Lead to Dig Process
Mapping the steps to successful job setup
Character based hiring questions
Questions designed to identify values match
Performance and Praise
4 steps to effectively praise or reprimand
Sample Chart of Accounts
Simple chart for the construction industry
Budget Road Map
A tool designed to help prospective clients own their budget decisions every step of the sales process
Mental Contrasting
Creating tension between what is and what can be
Reactive vs Responsive Behavior
A comparison between disciplined and habitual thinking
IBS 2024 documents and resources
Shared resources for builders and remodelers from IBS 2024
IBS 2025 documents and resources
Shared resources from IBS 2025 knowledge sessions:
Project Management in the Fast Lane and Getting Pay Right