3 tips to successfully prepare for your next workforce planning meeting

3 tips to successfully prepare for your next workforce planning meeting

When it comes to workforce planning meetings, the last thing any general contractor wants is to have drawn-out, unorganized meetings that result in ill-informed construction workforce planning being pieced together. Gathering your full operations team for a meeting is likely to create the most expensive meeting your organization can have.

Ensuring these meetings are productive and result in a strategic, well-informed construction workforce plan will help to drive company objectives forward – all it takes is a little preparation and buy-in from your team. With the right tools, having control going into your meetings will prevent lost time and keep any team members from walking away confused.

Here are some preparation techniques you can use to optimize your meetings and, in doing so, your workforce planning.

How to best prepare for your next workforce planning meeting

Keep your construction workforce planning up to date

This is an ongoing process as workforce details and allocations are constantly shifting, but keeping your construction workforce plan up to date means that time won’t be wasted updating information that could have been done ahead of your workforce planning meetings. This includes:

  • All workforce allocation updates

  • New projects and bids have been created,

    and project roles have been created.
  • Priority projects have been highlighted for discussion.

  • Project and people notes have been updated to identify important talking points for your meetings.


With cloud-based software and construction workforce planning tools becoming more available, updating your workforce plan should become a team effort. Having your workforce plan in one centralized location that everyone on your team can easily access will allow you to assign specific updates to team members and lighten the load that, for the longest time, was left up to one or two members of your operations team. It also helps to create accountability amongst your team if certain updates aren’t being done and everyone has to wait for one person to input their data. No one wants to be the one that bottlenecks valuable meeting time. For more information about workforce planning in general, check out our guide to construction workforce planning.

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Set an agenda with a desired outcome

Since your construction workforce planning meetings are meant to be purposeful, having an agenda that allows your team to stay on track should be a staple in your organization.

To prepare an agenda for your meeting, start by including the order of items you want to discuss as a team, the timeframe you’re hoping to maintain for the entire meeting, and how long you’d like to spend on each discussion item. This timeframe can be flexible once the meeting is underway, but giving everyone an idea of how long you plan on discussing each project and relevant workforce allocations/ changes will, over time, drive your team to be more concise with their communication skills.

Establish reasonable expectations and goals

With your agenda, you’ll also need to include what your expectations are from your team for each item you’re planning to discuss. If you let your team know when they are expected to be contributing to the discussion, you are also letting them know when they are not expected to be contributing. Everyone has an opinion on what they think would work best, and everyone’s opinion is valid, but by communicating the expectations of your team for the meeting ahead, you are also allowing them to share those opinions ahead of time. This allows you to decide if what they are bringing forward is worth discussing as a team during your meetings. It’s easier to send out an amended agenda with updated talking points and expectations than to get a meeting back on track that has gone off the rails due to “too many cooks in the kitchen”.

Preparing your agenda is only half the battle. You will want to ensure that your team has received and gone over the agenda in full. Time is money, and being prepared for meetings will allow your team to hit the ground running when the time comes. Nothing slows a meeting down faster than wasting time at the start, filling everyone in on the little details they were sent but neglected to read.

Review the agenda with your team

Your workforce planning meetings are only as good as the actions that they result in. Every agenda should also have a desired outcome. As the meeting organizer, you’ll want to act as the ringleader that drives the meeting towards that outcome. Once you’ve reached a consensus as a team, follow up with written confirmation via email and track your progress against your objectives. You might want to start each meeting by quickly reviewing how things have gone since the last meeting to ensure everyone is still on the same page.

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Remove roadblocks and obstacles to efficiency

Don’t wait until your meeting to resolve issues that can be done beforehand or don’t require a full team discussion to solve them. If team members are willing to help keep your workforce plan up to date, encourage them to include any conflicts that have come up since the last meeting or that they foresee being an issue. This will allow you to review these conflicts and nip them in the bud before everyone needs to throw their two cents in during your meetings. Ultimately, someone is going to have to make the final decision in regard to conflicts, and if you feel comfortable resolving them without a full team discussion, you can save a lot of time during meetings.

Get the team to offer feedback and present concerns

Have your team review your meeting agenda and ask that they review their relevant project and workforce requirements and create notes to highlight things like:

  • Project overlaps that cause allocation issues

  • Potential on-site conflicts with team members

  • Concerns around project team experience and skill sets

  • Team members they’d like for their project teams

Getting as many of these potential issues resolved ahead of meetings as possible will help to prevent further conflicts during meetings and give your team members a chance to express concerns in a productive manner that doesn’t bottleneck valuable meeting time.

The right construction workforce planning software can help

Having an easily accessible, cloud-based construction workforce planning tool like Bridgit Bench can help prepare for workforce planning meetings on every level. Team members can keep project and workforce data updated, it gives you a centralized platform to give everyone visibility and quickly flow through your meeting agenda, and allows for team members to create notes to highlight talking points specific to each project or team member – it will even highlight potential issues with your allocations so you can resolve them before it becomes a problem.

The right construction workforce planning software will also provide insight into your workforce utilization and forecasting, allowing you to track how your meetings are helping to achieve your desired outcomes over time.

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Michel Richer

Michel Richer is the Manager of Content and Product Marketing at Bridgit. He started in the construction industry early on with a local restoration company. Michel is driven to propel the construction industry forward by helping to eliminate outdated, ineffective processes.

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