Quality of Deliverables: The project’s outcome meets or exceeds the predefined quality standards and client expectations.

It’s quite common for general contractors to hold a post-project review, often referred to as the “post-mortem.” The goal is to bring together the core leadership team from a project to discuss its strengths, weaknesses, opportunities for improvement, and threats that need to be addressed. This same approach can benefit sub-specialty contractors by helping them adopt best practices from successful projects.

For any completed project, it’s advisable to involve the foreman, superintendent, estimator, project manager, owner, and possibly a key craftsman. Since one individual may take on multiple roles, the number of participants can range from 2-3 to 4-7, depending on the size and scope of the project.

So, what should this review focus on?

Here are seven key areas your team should evaluate during the debrief of the completed project:

1. Lessons Learned

2. Team Dynamics

3. Client Relations and Retention

4. Adherence to Company Processes

5. Conflict Resolution and Problem-Solving Speed

6. Collaboration with Other Contractors

7. Safety Consistency and Compliance

8. Impact on Company Image, Values, and Reputation

Notably, financial outcomes aren’t directly listed here. While it’s crucial to assess the financials—challenges, results, and issues—they often dominate the discussion. As a result, financial matters may naturally become an eighth point in the review. However, focusing on the other areas, which have a significant impact on profitability, is just as vital.

Now, let’s break down these seven areas:

1. Team Dynamics: This focuses on how well the team worked together. Were there conflicts among team members? If so, how were they resolved? Does the team composition need adjustment for future projects?

2. Client Relations and Retention: This area evaluates how effectively the estimator, project manager, or foreman engaged with and maintained a positive relationship with the client. If you believe your teams can help secure more business, this is a crucial discussion point.

3. Adherence to Company Processes: It’s essential to assess whether the project adhered to your company’s processes and procedures. Every company has its unique approach, and it’s vital to ensure that your project reflected that.

4. Conflict Resolution and Problem-Solving Speed: How quickly and effectively did your team address issues as they arose? Were solutions found without creating additional problems? Good decision-making and quick action are key.

5. Collaboration with Other Contractors: Sub-contractors often have to coordinate with other trades on a project. Whether it’s sharing workspace or negotiating access to areas, poor coordination can lead to delays. Your team needs to ensure smooth collaboration to prevent wasted time.

6. Safety Consistency and Compliance: Safety should always be a top priority. As projects progress, particularly large ones or those nearing completion, teams can become complacent. Maintaining safety standards is crucial, as lapses can have serious consequences.

7. Impact on Company Image, Values, and Reputation: Finally, evaluate whether the project enhanced your company’s image, values, and reputation. Did the project reflect your commitment to quality, safety, and professionalism, or did it cause others to question your company’s integrity? Did the team embody the company’s culture?

While this process might not be necessary for small tasks like filling a pothole, it’s essential for medium to large projects. Is it time-consuming? Yes. But the insights gained can translate into better performance and increased profitability in future endeavors.