Preconstruction — Scheduling & Phasing

Pull Planning

Scheduling backward from a milestone, with the trades who will do the work.

Quick Answer

Pull planning is a lean construction scheduling technique in which the people doing the work plan backward from a milestone, each trade naming what it needs from the one before. The result is a phase schedule built on real handoffs. It is a core part of the Last Planner System and produces more reliable commitments than top-down schedules.

The Full Picture

Pull planning exists because top-down schedules often assume handoffs that the trades never agreed to. A scheduler can link activities in software, but the drywall foreman is the one who knows the ceiling grid can't start until the sprinkler mains are tested. Pull planning puts those people in the same room to define the sequence themselves.

Mechanically, a pull planning session starts at a defined milestone, such as building dry-in or a floor ready for finishes, and works backward. Each trade writes its activities on sticky notes or a digital board, states the duration and what must be complete before it can start, and places the note so it feeds the next activity. Conversations happen at every handoff: what exactly does the next trade need, and when. The team then looks for the sequence that meets the milestone with the least waste.

In practice, pull planning produces a phase schedule, usually covering a few weeks to a few months of work, that sits beneath the master CPM schedule. That phase schedule then feeds the look-ahead plan and weekly work plans in the Last Planner System, where trades make and track weekly commitments. The Lean Construction Institute describes this as moving from a push system, where work is released on a date, to a pull system, where work is released when the downstream customer is ready for it.

In preconstruction, pull planning is used on design-build, CM-at-risk, and IPD projects to plan the design and procurement sequence as well as early construction. A session can reveal, for example, that a long-lead switchgear submittal has to be approved far earlier than the master schedule assumed. Common failure modes are sessions run without the actual trade foremen, milestones set too far out to plan in detail, and pull plans that never get connected to weekly work planning.

Real Examples

→Dry-in milestone: The GC runs a pull session backward from building dry-in, and the roofing and curtain wall trades discover they both assumed first access to the same crane window, so the sequence is reset before mobilization.
→Design pull plan: On a design-build project the precon team pulls backward from the foundation permit date, and the structural engineer commits to a geotechnical-dependent deliverable that the original design schedule had placed two weeks too late.
→Interior fit-out: Mechanical, electrical, fire sprinkler, and drywall foremen pull plan a floor of patient rooms and agree on an above-ceiling inspection handoff that the master schedule had not shown at all.

Common Misconceptions

People assume: Pull planning replaces the CPM schedule.

Actually: Pull planning sits beneath the master schedule. The CPM schedule sets milestones and the overall logic; pull planning details how the team will hit a specific milestone. Most lean projects run both.

People assume: Pull planning is just scheduling backward.

Actually: Working backward is the mechanic, but the value comes from the people doing it. When the foremen who will perform the work define the handoffs and durations themselves, the commitments are far more reliable than a sequence handed to them.

Frequently Asked Questions

How does a pull planning session work?

The team picks a milestone and works backward from it. Each trade posts its activities with durations and the conditions it needs to start, and the group negotiates each handoff until the sequence reaches today. The session ends with an agreed phase schedule and a list of constraints to remove.

Who should attend pull planning?

The people who will actually direct the work: trade foremen or superintendents, the GC superintendent, and, when design or procurement activities are involved, the designers and suppliers. Sending estimators or project managers in place of field leaders undermines the reliability of the plan.

How does pull planning relate to the Last Planner System?

Pull planning is the phase-scheduling step of the Last Planner System. The Last Planner System also includes master scheduling, make-ready look-ahead planning, weekly work planning, and learning from missed commitments, measured by percent plan complete.

Can pull planning be done in preconstruction?

Yes. Teams on collaborative delivery methods often pull plan design deliverables, permitting, and procurement so that design packages and long-lead approvals arrive in the order construction needs them.

Related Terms

More Preconstruction — Scheduling & Phasing Terms

Sources

  1. Lean Construction Institute — Last Planner System
  2. Lean Construction Institute
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