Foreman Training 5: Project Documentation: The Field Leaders Role/ Managing Our Subcontractors – The Field Leaders Role
Foreman Training 5: Project Documentation: The Field Leaders Role/Managing Our Subcontractors – The Field Leaders Role
LIVESTREAM
John Koontz
Thursday, October 1, 2026
7:00 a.m. – 2:00 p.m. MST
Member: Free
Non-Member: $179
This class will specifically examine the Field Leaders role in creating an ongoing written “first-hand account” of all significant project events that is clear, accurate, and complete. When done well, the Field Leader will provide their contractor with a powerful and nearly indisputable historical account of the project. The steps for planning and implementing the documentation process for a mechanical construction project will be reviewed and methods for improving the process will be discussed. The instructor will provide guidance, best practices, and expertise in the areas of Contractual Notice, Foreman Daily Logs, Photographs and Videos, Meeting Minutes, Follow-up Emails, Change Management, Field Authorization, Schedule Issues, Weather, Professionalism, Material Deliveries, etc.
Subcontractors represent a significant portion of most mechanical contracts, and the performance of our subcontractors is a direct reflection of our own performance in the eyes of an owner, construction manager, or general contractor. On most projects, especially smaller and midsize projects, the field leader becomes so focused on crew leadership, material expediting, and work planning for our self-performed work that the performance and progress of our subcontractors’ work is often overlooked until problems arise. The field leaders focused, and effective daily on-site management of subcontractors is necessary to prevent unforeseen problems and ensure project success. In this session the instructor will provide attendees with an understanding of the importance of developing trust-based relationships with subcontractors and will provide methods and best practices for successful subcontractor management.