Enable Success – Creating Alignment Between Field & Office
Sponsored by the Northern California Chapter, NECA Member Services Committee
Date: Wednesday, June 4, 2026
Time: 8:30 AM – 11:30 AM
Location: NorCal NECA Office (7041 Koll Center Parkway, Suite 100, Pleasanton)
Cost: Free for NECA Members
or $270.00 for Non-NECA Members and for No-Shows
Note: Registration must be paid prior to the class. There will be a $270.00 No-Show Fee if a participants cancel within one-business day, or do not show up to the course.
Instructors: David Morton (Maxim Consulting)
Participants who complete this course will be awarded 3 continuing education hours!
For construction firms to thrive, synergy, teamwork and trust must exist between the office and the field. The proper deployment of defined processes and tools will facilitate this critical alignment. This collaboration must begin before mobilization and continue through project closeout. During this session, we will discuss the workflow that must exist in order to mitigate risk and maximize productivity. During this session, we will discuss why the processes of preconstruction planning, short interval planning, production tracking, daily project reports, exit strategy, and lessons learned are critical to the organization. We will also discuss what the benefits are for each member of the team, and how these processes can be properly implemented. Following this course, participants will be able to:
- Describe the information needed to effectively navigate preconstruction planning
- Learn the critical communication required in short interval planning
- Discuss the importance of accurate production tracking
- Identify the needed data transfer of a daily project report
- Outline the data collection required of the project team during closeout and lessons learned
Target Audience: Project Managers & Engineers, Field Foremen, Higher Level Managers, & Executives
Note: Classes are subject to cancellation two weeks in advance, in the event sufficient registration is not received. No refunds one week prior to class.
Contact Juanita Mitchell at the Chapter office (925) 828-6322, should you have any questions.