Preconstruction Planning Process for Heating, Ventilation, and Air Conditioning (HVAC) and Sheet Metal Contractors: Implementation Manual

Awad S. Hanna, Ph.D., P.E.
Professor, Civil and Environmental Engineering
University of Wisconsin Madison
2314 Engineering Hall
1415 Engineering Drive
Madison, WI 53706
Tel: (608) 263-8903
Fax: (608) 265-9860


Heating, ventilation, and air-conditioning (HVAC) and sheet metal contractors continue to be faced with the challenge of improving productivity to remain successful in an increasingly competitive industry. In an effort to meet these challenges, they are turning to better preconstruction planning as a method for improving their efficiency, and subsequently increasing their profitability. The purpose of this implementation manual, which was developed as part of a three-phase research project by the New Horizons Foundation, is to present HVAC and sheet metal contractors with a comprehensive preconstruction planning process, laying out 50 step-by-step activities in 12 key planning categories. The process can be implemented fully or partially to accommodate each company’s unique project planning situation. [The hard copy includes a CD-ROM with a Microsoft Excel version of the forms found in the publication. The PDF download does not contain these additional files.]