Using Pull Planning as a Method for the Certificate of Occupancy Process

Matheus Almeida Miranda Silva1, Bernardo Martim Beck da Silva Etges2 & Mariana del Carlo Pereira3

1Msc. Eng., Lean Civil Engineer at MRV Engenharia, Ribeirão Preto, Brazil, [email protected],
2 PhD Candidate, M.Sc. Eng., Founding-Partner at Climb Consulting Group, Federal University of Rio Grande do Sul, Porto Alegre, Brazil, [email protected],
3Msc. Eng., Lean Coordinator Engineer at MRV Engenharia, Belo Horizonte, Brazil, [email protected],


In Brazil, the procedure for obtaining a Certificate of Occupancy is bureaucratic, timeconsuming and dependent on decisions that should have been taken in the early execution phases or even during design approval phases. Considering that fit for occupancy legalization is an important milestone in the life cycle of a real estate construction project, this research describes how the Pull Planning approach has been used to ensure that construction planning could reach the whole construction life cycle: since the design phase until customer hand over. The Pull Planning workshops were part of a larger project considering Lean Construction implementation in a large construction company in Brazil. Nine Pull Planning Workshops were applied when mapping the life cycle of a real estate construction company. This research will describe how the Lean Philosophy was applied and what benefits the Pull Planning workshops brought to the whole project planning perspective in terms of communication, collaboration and decision-making process clearer. A survey was conducted with the workshop participants to understand which benefits were perceived and which improvements could be implemented in the method. The results are that the Company succeeded in standardizing a new Planning tool that clarifies the whole life cycle of projects. The main benefits that the workshop participants highlighted are: Collaboration and multidisciplinary involvement in the Workshops, Clarity of information, View of the whole project and View of sequence


Lean construction, Pull Planning, Certificate of Occupancy, Collaboration.



Silva, M. A. M. , Etges, B. M. B. S. & Pereira, M. D. C. 2022. Using Pull Planning as a Method for the Certificate of Occupancy Process, Proc. 30th Annual Conference of the International Group for Lean Construction (IGLC) , 366-375.

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