6 Critical Construction Process Management Steps that Roofers Should Follow

6 Construction Process Management Steps for Roofers

Roofing projects are unique, lengthy, and complicated. They have deadlines measured, leaving little room for a blunder. How do you organize multiple chaotic variables into a high-quality construction project with a stable and balanced progression?

Take a sneak peek into process management. This method ensures that redundant tasks, or project elements, are efficient and effective. In turn, it can help make the whole organization cost-efficient and, above all, predictable.

Process management is vital because it allows for improved overall operations. When process control is correctly executed, you can:

  • Minimize your expenses

  • Gain better control of workflows

  • Take on less risk

  • Determine operational flaws

  • Get insights on making business decisions

To put it across, process management has the following critical functions: Planning, organizing, and controlling processes that shape the construction project.

In this blog, we'll be looking into the steps you can take to start grasping the process management of your roofing business and ensure that your projects run efficiently, on time, and within budget.

Step 1. Define the Project Feasibility

This step enables you to define the potential of the project’s success. You can identify high-level restrictions and assumptions about the project and finalize whether the advantages are higher than the risks. This allows you to determine if the company should spend its financial, technical, and human resources on a particular project.

Suppose that the project has been considered valuable. The next step ensures that the planning starts properly. 

Step 2. Prepare a Project Initiation Document

In the second step, the curiosity inside you may want to hit the ground running and start assigning tasks to the team. It’s critical, though, to prepare a Project Initiation Document, no matter how enticed you are. This step is essential in helping you thrive from an early stage.

An adequate Project Initiation Document defines:

  • The project scope

  • Basic information about the project: team, context, and collaboration. 

  • Management and overall success criteria.

A living document that the team can refer back to, the project initiation document is essential both as an internal guide and for external stakeholders.

The Project Initiation Document is the next step to ensure your moves are in the right direction. It establishes the tone, expectations, context, and constraints on which you will get detailed insights in the next steps for your project planning.

Step 3. Identify Project Scope with Better Clarity

After the document work, roofing business planning defines the scope of work. This should consist of a list related to roofing obligations and work activities performed by contractors, suppliers, and subcontractors. The scope of work is included in an agreement or contract along with other conditions such as:

  • Definitions of contract goals and any particular requirements of the project

  • List and descriptions of limitations, tasks, and duties that must be completed to achieve desired results

  • A list of norms and regulations, the legal requirements, and any modifications to the first contract

  • An explicit outline of the payment information, payment schedule, and deliverables

The project scope lays out the project's goals, budget, and technical specifications. This is also a wonderful place to specify the various milestones.

Once you have determined the project scope, you are willing to move on to the next critical step.

Step 4. Devise a Construction Project Management Plan

Whether you are beginning a new roofing project or dealing with renovation or rebuilding, a roofing project management plan is crucial for achieving a project on time and within budget. Essentially, it is a blueprint that guides the project from conception to completion.

Relying on your project scope, you may find yourself using one or more of the subsequent approaches as you develop your roofing project plan:

  • Strategic plan: You summarize the overall project goals in this type of plan. A strategic plan delivers a high-level outline of construction project purposes.

  • Operational plan: This plan is more complex and gets into how each part of the project will perform.

  • Schedule: This plan originates from the active program, using a time scale with milestones and benchmarks with a timeframe for project completion.

Step 5. Determine Potential Project Risks

Roofing projects always come with danger, no matter how complex or easy the project is. That's why convenient recognition and management of threats are critical.

When dangers become a reality, they may cause costly delays and can even derail an entire project. Identifying, evaluating, controlling, and monitoring all risks is crucial to your project's success and is worth the planning time.

As the risk is determined, it's essential to map out potential solutions based on several scenarios. Here are some typical roofing risks for you to consider:

  • Inadequately specified project scope

  • Changes in orders that were not managed correctly

  • Unanticipated boosts in building material costs

  • Damage to equipment and tools

  • Labor shortages

  • Natural disasters that impact the construction site

Step 6. Evaluate Victories & Defeats

On-time deliveries within budget and a grateful client – these are just some of the indications that your roofing project has been a hit. If you’ve been tracking your work efficiently and have convenient reporting, you should have a reasonable gauge of project success at all times. Continuous reporting, such as work-in-progress reports, offers a learning possibility for future projects. Consider the following criteria:

  • Scope: To get an objective measure of your project’s success, you will want to evaluate if it achieves its goals within the set timeframe.

  • Schedule: This metric is effortless to measure. Did you overcome the challenge on time? Did your project get delivered as scheduled? The solutions are self-evident.

  • Budget: One more metric that is relatively simple to decide. Were you able to complete your project within budget? Being able to provide the funding is one of the most authentic signs of success.


In a nutshell, these steps will help you revamp your roofing strategy efficiently. Also, we recommend using a smart platform to boost the overall productivity of your roofing business. In our opinion, ProjectPro is an innovative platform powered by Microsoft Dynamics Business Central that will enable you to improve operational efficiency and streamline processes. Schedule a demo now.