• Sign In
  • Create Account
  • Sign Out
  • My Account
  • NEWS
  • PRODUCTS
  • CONTRACTORS
  • ENGINEERS
  • RADIANT & HYDRONICS
  • INSIGHTS
  • MEDIA
  • RESOURCES
  • EMAGAZINE
  • SIGN UP!
cart
facebook instagram twitter linkedin youtube
  • CONTRACTORS
  • BATH & KITCHEN PRO
  • BUSINESS MANAGEMENT
  • HIGH EFFICIENCY HOMES
  • TECHNOLOGY
  • WATER TREATMENT
  • PMC COLUMNS
  • PMC COLUMNS
  • Dave Yates: Contractor’s Corner
  • John Siegenthaler: Hydronics Workshop
  • Kenny Chapman: The Blue Collar Coach
  • Matt Michel: Service Plumbing Pros
  • Scott Secor: Heating Perceptions
  • ENGINEERS
  • CONTINUING EDUCATION
  • DECARBONIZATION | ELECTRIFICATION
  • FIRE PROTECTION
  • GEOTHERMAL | SOLAR THERMAL
  • PIPING | PLUMBING | PVF
  • PME COLUMNS
  • PME COLUMNS
  • Christoph Lohr: Strategic Plumbing Insights
  • David Dexter: Plumbing Talking Points
  • James Dipping: Engineer Viewpoints
  • John Seigenthaler: Renewable Heating Design
  • Lowell Manalo: Plumbing Essentials
  • Misty Guard: Guard on Compliance
  • RADIANT & HYDRONICS
  • RADIANT COMFORT REPORT
  • THE GLITCH & THE FIX
  • INSIGHTS
  • CODES
  • GREEN PLUMBING & MECHANICAL
  • PROJECT PROFILES
  • COLUMNS
  • SPONSOR INSIGHTS
  • COLUMNS
  • Codes Corner
  • Natalie Forster: Editorial Opinion
  • Guest Editorial
  • MEDIA
  • PODCASTS
  • VIDEOS
  • WEBINARS
  • RESOURCES
  • INDUSTRY CALENDAR
  • DIRECTORIES
  • EBOOKS
  • PM BOOKSTORE
  • CE CENTER
  • MARKET RESEARCH
  • CLASSIFIEDS
  • EMAGAZINE
  • EMAGAZINE
  • ARCHIVE ISSUES
  • CONTACT
  • ADVERTISE
  • PME EMAGAZINE ARCHIVES
search
cart
facebook instagram twitter linkedin youtube
  • Sign In
  • Create Account
  • Sign Out
  • My Account
  • NEWS
  • PRODUCTS
  • CONTRACTORS
    • BATH & KITCHEN PRO
    • BUSINESS MANAGEMENT
    • HIGH EFFICIENCY HOMES
    • TECHNOLOGY
    • WATER TREATMENT
    • PMC COLUMNS
      • Dave Yates: Contractor’s Corner
      • John Siegenthaler: Hydronics Workshop
      • Kenny Chapman: The Blue Collar Coach
      • Matt Michel: Service Plumbing Pros
      • Scott Secor: Heating Perceptions
  • ENGINEERS
    • CONTINUING EDUCATION
    • DECARBONIZATION | ELECTRIFICATION
    • FIRE PROTECTION
    • GEOTHERMAL | SOLAR THERMAL
    • PIPING | PLUMBING | PVF
    • PME COLUMNS
      • Christoph Lohr: Strategic Plumbing Insights
      • David Dexter: Plumbing Talking Points
      • James Dipping: Engineer Viewpoints
      • John Seigenthaler: Renewable Heating Design
      • Lowell Manalo: Plumbing Essentials
      • Misty Guard: Guard on Compliance
  • RADIANT & HYDRONICS
    • RADIANT COMFORT REPORT
    • THE GLITCH & THE FIX
  • INSIGHTS
    • CODES
    • GREEN PLUMBING & MECHANICAL
    • PROJECT PROFILES
    • COLUMNS
      • Codes Corner
      • Natalie Forster: Editorial Opinion
      • Guest Editorial
    • SPONSOR INSIGHTS
  • MEDIA
    • PODCASTS
    • VIDEOS
    • WEBINARS
  • RESOURCES
    • INDUSTRY CALENDAR
    • DIRECTORIES
    • EBOOKS
    • PM BOOKSTORE
    • CE CENTER
    • MARKET RESEARCH
    • CLASSIFIEDS
  • EMAGAZINE
    • EMAGAZINE
    • ARCHIVE ISSUES
    • CONTACT
    • ADVERTISE
    • PME EMAGAZINE ARCHIVES
  • SIGN UP!
Columns

Working on the right things

By Al Levi
April 1, 2012
Make a list of all company projects and prioritize to streamline workflow.



If you’re like most contractors, you probably spend the majority of your day putting out the fires that your company set yesterday. The fires you put out today are bound to pop up again tomorrow. And here’s the bad news … this pattern is going to continue until you change the way you spend your week.

How do I know? I did exactly the same things for years at my own company.

What changed this destructive pattern? I got sick of it!

I was lucky enough to have a good-sized company where  other people were available to work on things, and deliver the products and services our company sold. But I had a stranglehold on too many things, so even though there were other hands that could potentially help me, I didn’t let them.

The staff always seemed busy already, so I didn’t want to overburden them. I didn’t want to keep overworking myself, either. So one day I mustered the courage to ask them all to bring the projects they were currently working on into the conference room. Once everyone was inside, I asked them to dump what they brought onto the conference table.

To my horror, many of them were working on projects they believed I had made a priority but actually didn’t even know they were working on them. And worse yet, two or more staff members were working on the same project but independently, so they were headed off in different directions.

It was sickening, yet a very important learning moment for all.

Small bites

To fix this problem,  we decided to write out one list to hold all the projects in progress. Then we discussed what other projects should be added to the list, those we felt we should be working on in the next year or two. We called this big, fat list our Master Project List. It was 100 items long. We had to filter it down to concentrate our mental and financial firepower.

That’s when we decided to boil the list down to the projects and habits we needed to get in place based on two filters. The project or habit would either solve the biggest problem or challenge, or give us the greatest chance to grow and be profitable in the coming year. That list we called the Top 30 List.

It was still a daunting task, so we used the filtering process once again and reached our Top Five List. These items, we agreed, would get the highest priority and by cranking them out, we’d make the biggest, positive impact at our company.

When something on the Top Five was completed (or at least 80% completed), we reviewed what was waiting on the Top 30 and together we would select which item had earned its way to the Top Five.

Putting the Top Five No. 1 List on a whiteboard is what I now recommend to all my clients. I do that because if you post it in a place where everyone sees it, a higher level of accountability and ownership exists with employees.

Below is the template for how I teach my clients to go about rolling out the Top Five  whiteboard:

  • Step No. 1: Hang it in a prominent place where everyone will see it each day. If that’s not possible to do with one whiteboard, you need to hang up two.

  • Step No. 2: The company’s owners and top management call the whole team together to let them know what the board is about by having smiles on their faces and exuding excitement while saying something like this:

    “We know in the past we’ve rolled out programs too fast, without possibly enough thinking behind them and without enough of your input. For that, I hope you will accept our heartfelt apologies.

    “What you see on this whiteboard are those Top Five No. 1 projects. It was a hard process to choose just five. But the key thing for you to know is that we as owners and managers are committed to having us as a team working on the right thing, at the right time and in the right way.

    “And that’s why we’re all excited to be here with you today to share the great news!”

    Then, you and your team need to spend a part of each week working on your Top Five No. 1 priorities so they get done.

    Remember, you must start with building your own big list of all the projects you and your company need to work on in order to get you and your staff working on the right things at the right time. Then boil the master list down to your Top 30 and finally your Top Five No. 1 projects. Work on it each week and watch how fast your company gets better!


  • Links

    • Contact Plumbing & Mechanical
    • Follow PM on Twitter!

    Share This Story

    Looking for a reprint of this article?
    From high-res PDFs to custom plaques, order your copy today!

    200x200 7power blog

    Al Levi teaches contractors how to run their businesses with less stress and more success with operating manuals. To get control of your business and grow the right way, check out the "7-Power Contractor Signature Operating Manuals System," at 7powercontractor.com/manuals. Also check out Zoom Franchise Co. at zoomdrainfranchise.com. It’s a living example of the power of manuals and more in action.

    Recommended Content

    JOIN TODAY
    to unlock your recommendations.

    Already have an account? Sign In

    • Worker using the Milwaukee Tool SWITCH PACK drain cleaner

      Pipeline profits: Drain cleaning, pipe inspection create opportunities

      Drain cleaning and inspection services offer lucrative...
      Green Plumbing and Mechanical
      By: Nicole Krawcke
    • Uponor employee, Arturo Moreno

      The reinvestment in American manufacturing and training

      Plumbing & Mechanical Chief Editor Nicole Krawcke and...
      Plumbing News
      By: Nicole Krawcke and Natalie Forster
    • March 2024 Women in Plumbing hero image of woman engineer overlayed by circle of hexagon shapes with numbers from 1 to 10

      Celebrating 10 Influential Women in the Plumbing Industry

      Celebrating Women's History Month and Women in...
      Plumbing News
      By: Nicole Krawcke
    close

    1 COMPLIMENTARY ARTICLE(S) LEFT

    Loader

    Already a Registered User? Sign in now.

    Subscribe For Free!
    • eNewsletters
    • Online Registration
    • Subscription Customer Service
    • eMagazine
    • Manage My Preferences

    Bell & Gossett Illustrates Path to Net-zero at AHR Expo

    Bell & Gossett Illustrates Path to Net-zero at AHR Expo

    IPEX celebrates grand opening of new Florida distribution center

    IPEX celebrates grand opening of new Florida distribution center

    AI can boost efficiency and profitability for plumbing, HVAC contractors

    AI can boost efficiency and profitability for plumbing, HVAC contractors

    NIBCO Press Solutions

    NIBCO Press Solutions

    More Videos

    Sponsored Content

    Sponsored Content is a special paid section where industry companies provide high quality, objective, non-commercial content around topics of interest to the Plumbing & Mechanical audience. All Sponsored Content is supplied by the advertising company and any opinions expressed in this article are those of the author and not necessarily reflect the views of Plumbing & Mechanical or its parent company, BNP Media. Interested in participating in our Sponsored Content section? Contact your local rep!

    close
    • J.J. Keller CMV vehicles on road
      Sponsored byJ. J. Keller & Associates, Inc.

      The dash cam game-changer for small business safety

    Popular Stories

    Underfloor heating installation with drain sewer hole in bathroom close up on water floor heating.

    Using hydronics to leverage time-of-use electrical rates

    Watts Nexa mobile image

    Behind the Wall: Where smart plumbing gets smarter

    Six tankless water heaters that feed the nutraceutical manufacturer’s operations.

    How to deliver large volumes of hot water quickly and intermittently

    PMCE Home-X April 29 Free Webinar: From Legacy to Leadership: Preparing Your Home Services Business for the Next Generation

    Events

    November 13, 2024

    Future Proofing MEP: Navigating the 2026 High Efficiency Water Heating Standards

    Join our deep dive into DOE’s new standards so you can future-proof your MEP practice.

    EARN: 0.1 ASPE CEU; 1 AIA LU/HSW; 0.1 IACET CEU*; 1 PDH

    View All Submit An Event

    Poll

    Will business be up or down in 2025?

    Do you anticipate business in 2025 to be up or down in comparison to 2024?
    View Results Poll Archive

    Products

    The Water Came To A Stop

    The Water Came To A Stop

    See More Products

    Download the FREE Water Conservation, Quality & Safety eBook: Plumbing Trends Increasing Safe Water Availability

    Related Articles

    • Al Levi

      Find out the secrets to a 7-Power Contractor

      See More
    • Levi

      Working with family and friends as a plumbing contractor

      See More
    • The 7-Power Contractor

      Al Levi: The goal writing is on the wall

      See More

    Related Products

    See More Products
    • The ACCA Job Safety (1).jpg

      The ACCA On-The-Job Safety Handbook (Pack of 5)

    • 51CHeeKvw4L._SX322_BO1,204,203,200_.jpg

      Hydronic Radiant Heating: A Practical Guide for the Nonengineer Installer

    • M:\General Shared\__AEC Store Katie Z\AEC Store\Images\Plumbing\new sites\classic_hydronics.gif

      Classic Hydronics - How To Get The Most From Those Older Hot-Water Heating Systems

    See More Products
    ×

    Keep your content unclogged with our newsletters!

    Stay in the know on the latest plumbing & piping industry trends.

    JOIN TODAY!
    • RESOURCES
      • Advertise
      • Contact Us
      • Directories
      • Store
      • Want More
      • Supply House Times
    • SIGN UP TODAY
      • Create Account
      • eMagazine
      • eNewsletter
      • Customer Service
      • Manage Preferences
    • SERVICES
      • Marketing Services
      • Reprints
      • Market Research
      • List Rental
      • Survey/Respondent Access
    • STAY CONNECTED
      • LinkedIn
      • Facebook
      • Instagram
      • YouTube
      • X (Twitter)
    • PRIVACY
      • PRIVACY POLICY
      • TERMS & CONDITIONS
      • DO NOT SELL MY PERSONAL INFORMATION
      • PRIVACY REQUEST
      • ACCESSIBILITY

    Copyright ©2025. All Rights Reserved BNP Media.

    Design, CMS, Hosting & Web Development :: ePublishing

    search
    cart
    facebook instagram twitter linkedin youtube
    • Sign In
    • Create Account
    • Sign Out
    • My Account
    • NEWS
    • PRODUCTS
    • CONTRACTORS
      • BATH & KITCHEN PRO
      • BUSINESS MANAGEMENT
      • HIGH EFFICIENCY HOMES
      • TECHNOLOGY
      • WATER TREATMENT
      • PMC COLUMNS
        • Dave Yates: Contractor’s Corner
        • John Siegenthaler: Hydronics Workshop
        • Kenny Chapman: The Blue Collar Coach
        • Matt Michel: Service Plumbing Pros
        • Scott Secor: Heating Perceptions
    • ENGINEERS
      • CONTINUING EDUCATION
      • DECARBONIZATION | ELECTRIFICATION
      • FIRE PROTECTION
      • GEOTHERMAL | SOLAR THERMAL
      • PIPING | PLUMBING | PVF
      • PME COLUMNS
        • Christoph Lohr: Strategic Plumbing Insights
        • David Dexter: Plumbing Talking Points
        • James Dipping: Engineer Viewpoints
        • John Seigenthaler: Renewable Heating Design
        • Lowell Manalo: Plumbing Essentials
        • Misty Guard: Guard on Compliance
    • RADIANT & HYDRONICS
      • RADIANT COMFORT REPORT
      • THE GLITCH & THE FIX
    • INSIGHTS
      • CODES
      • GREEN PLUMBING & MECHANICAL
      • PROJECT PROFILES
      • COLUMNS
        • Codes Corner
        • Natalie Forster: Editorial Opinion
        • Guest Editorial
      • SPONSOR INSIGHTS
    • MEDIA
      • PODCASTS
      • VIDEOS
      • WEBINARS
    • RESOURCES
      • INDUSTRY CALENDAR
      • DIRECTORIES
      • EBOOKS
      • PM BOOKSTORE
      • CE CENTER
      • MARKET RESEARCH
      • CLASSIFIEDS
    • EMAGAZINE
      • EMAGAZINE
      • ARCHIVE ISSUES
      • CONTACT
      • ADVERTISE
      • PME EMAGAZINE ARCHIVES
    • SIGN UP!