Construction / Free editable template

Pull planning board template

A pull planning board lets the trades plan together, working backwards from a milestone so every task exists for a reason. This example plans twelve weeks to a building-watertight milestone, with a row for each trade, sticky notes for tasks, red arrows for the handoffs both trades agreed and a log of the constraints that could stop the plan.

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Preview the pull planning board

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Pull planning board example showing week columns ending at a milestone, sticky notes for each trade, agreed handoffs and a constraints log
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Set the milestone

    Agree one clear milestone and date, such as building watertight, and put it on the right of the board.

  2. Pull from the right

    Ask each trade what it needs finished before it can start its work, and place those tasks to the left. Each sticky note answers the question of who needs it next.

  3. Agree the handoffs

    Draw an arrow only when both trades agree the handoff. Log anything that blocks a task, with an owner and a date to clear it.

Questions about this template

Can each trade work on the board during the session?

Yes. Share the board so each trade lead can place their own sticky notes in their row, then log any constraints in the table with an owner and clear-by date.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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