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Roofer MBA

Watch Me, Then I Watch You

Module 3 · Crew Quality · Play 4 of 10

In a hurry? ↓ Do this this week

The problem in one breath

You handed the new guy a nail gun and pointed at the roof. Six months later a valley he ran is leaking over somebody's bedroom, and you're eating the callback. He wasn't lazy. Nobody ever actually showed him how you want a valley cut — he got "trained" by being told to go do it.

Why it happens

On most crews, training is "watch that guy and figure it out." Nobody's got time to teach, so the new man copies whatever he happens to see — the good habits and the bad ones both. And the details that cause callbacks are the ones you can't see from the driveway: what's under the valley metal, how far the ice-and-water runs, whether the pipe boot was set right. Those are exactly the ones that get learned wrong. A bad roofer is almost always a man who was never trained right — not a man who doesn't care.

The play

Three rungs, on the roof, one detail at a time. Pick the details that come back to bite you — valleys, pipe penetrations, flashing terminations, step flashing — and run each one through all three.

  1. Watch me — and I talk the whole time. You or your best foreman does the detail while he watches, calling out every step as your hands move: "I'm running the ice-and-water a full course past the wall here, because that's where the water backs up." He's not just watching hands — he's hearing the why, the part that keeps him from cutting a corner on the next one.
  2. You do it — I watch, hands in my pockets. Now he does the next one while you stand there, hands literally in your pockets so you can't grab it out of his. He has to work through it himself. When he's done, you say what's wrong and hand him the fix (M3-02) — the behavior, the exact fix, then the praise. What you don't do is take it back and finish it for him. That just drops him to rung one.
  3. You teach the next guy — I listen. The last rung, and it's the real test. He teaches the detail to the next man while you stand back and keep quiet. If he can teach it clean, he owns it. If he fumbles the why, you just found the hole in his training — before a leaking roof found it for you. Teaching it back is the quality check.

This is how you quit redoing the job at midnight (M1-02) without eating callbacks for it. You don't hand a detail off on a hope — you hand it off once the man can teach it, which means you're trusting a proof instead of a prayer.

Do this this week

Pick the one detail that causes you the most callbacks, and run rung one on it with one man this week — you do it slow, talking through every single step, while he watches. Just the first rung, one detail, one man. That's the start.

The tool

Opens in Excel, Google Sheets, Numbers or LibreOffice. Grab it on the phone now — it’ll be waiting on the computer at the shop.

Two pieces: a card in the truck, a spreadsheet in the office.

The training card — one page, one per man per skill. Print a stack and keep them in the truck:

TRAINING CARD

Roofer: ____________________

Skill / detail: ____________________  (e.g. valley cut · pipe boot · step flashing)

   [ ]  Watched me do it         date: __________
   [ ]  Did it while I watched   date: __________
   [ ]  Taught it to next guy    date: __________

Signed off by: ____________________     Date: __________

When all three boxes are checked and it's signed, that detail is trained — and you've got a written record of who can do what, no guessing. A Spanish version of this card lives on the Spanish cards page — same card, plain jobsite Spanish.

The training matrix (the-training-matrix.xlsx) — the office roll-up of every card. One row per man, one column per skill, a dropdown for the rung he's on. It counts who can teach each skill and flags any skill only one man — or nobody — can teach. That flag is your training priority: the detail that walks off the job the day that man quits or gets hurt.

If your crew is 1099

Stop here and be careful — this whole play is employee machinery. Training a man step by step, standing over his hands, and signing off on his methods is exactly the kind of control that says employee, not subcontractor. Run it on a 1099 crew and you can knock out his classification and land the tax bill on your own desk. Where that line sits — how much training and direction tips a sub into employee territory — is a test you want your accountant or a labor attorney to walk you through.

With a sub, you don't train him at all — you hire a crew that already knows the detail and buy the skill instead of building it. If a sub's men can't cut a valley to spec, that's a hiring-and-contract problem to fix at the front end — not on the roof by teaching his crew.

One more thing: this play is how we run a shop — it's not legal advice. Rules change by state and by contract, so before you act on the legal-sounding parts, run them past your own attorney or accountant. It's your business, and what you do with any of this is your call and your responsibility.

The sheet notes

How the sheet works — the columns and the formulas

The columns, the formulas behind them, and the judgment calls — so you can rebuild it by hand if you ever need to.

This play ships two pieces that work together. The training card is a printed page that rides in the truck — one per man per skill, filled in on the roof as he climbs the three rungs. The training matrix (the-training-matrix.xlsx) is the office roll-up: every card copied into one grid so you can see, at a glance, who on the whole crew can teach what — and which skills rest on a single man.

The training card

A one-page ASCII card, printed in a stack and kept in the truck. It lives inside the play itself. One card per man per skill, three checkboxes — watched me do it, did it while I watched, taught it to the next guy — plus a sign-off line and dates. When all three boxes are checked and it's signed, that detail is trained for that man. The card is the proof for one man on one detail; the matrix is where all the cards add up.

The matrix — what it does

One row per man, one column per skill. For each man-and-skill cell you pick the rung he's on from a dropdown — Watched me do it, Did it while I watched, or Taught it to next guy (blank means he hasn't started that skill). The last rung is the one that matters: a man who can teach a detail owns it, so the sheet counts teachers, not bodies.

Down the right (Skills he can teach) it counts how many skills each man has reached the top rung on — that's who your trainers are. Along the bottom (Who can teach this →) it counts how many men can teach each skill. The Train this next → row flags in red any skill only one man — or nobody — can teach: that's a single point of failure, and it's the exact detail to train next before that man quits, gets hurt, or takes a Friday off mid-job. The green box on the right totals your crew, your tracked skills, and how many skills have only 0-1 teachers.

How to use it

  1. Run the play on the roof and fill in the man's training card first — the card is the record of what actually happened.
  2. Back in the office, open the matrix and set each man's cell to the rung his card shows.
  3. Type your crew's names down column A (up to 16 slots). Rename the skill headers (row 4) to the details that cause your callbacks — the defaults are a starting point, not a rule.
  4. Read the Train this next → row. Every skill in red rests on one man or none — pick one and run rung one on a second man this week.
  5. Re-open it after each training session and bump the man's rung. The red flags clear themselves as your bench gets deeper.

Layout

Cell / rangeWhat it is
A5:A20Roofer names (owner-typed, ~16 slots).
B4:I4Skill headers (owner-editable; defaults are roofing details the play names).
B5:I20The grid — one rung per man per skill, from the dropdown (it rejects anything else, so a typo can't drop a man out of the teach counts).
J5:J20Skills he can teach — per-man count of top-rung skills.
B21:I21Who can teach this → — per-skill count of men on the top rung.
B22:I22Train this next → — flags TRAIN THIS (red) when a skill has 0-1 teachers.
L4:M6Summary box: men on the crew, skills tracked, and count of 0-1-teacher skills.

Rows 5-8 (yellow) are a filled-in example — a foreman who can teach everything, two men coming up, and one green man — so you can see a realistic spread. Delete them before you enter your own crew.

Formulas (so you can rebuild it by hand)

  • Skills he can teach (J5, fill down): =IF($A5="","",COUNTIF($B5:$I5,"Taught it to next guy"))
  • Who can teach this (B21, fill across): =COUNTIF(B$5:B$20,"Taught it to next guy")
  • Train this next (B22, fill across): =IF(AND(B$4<>"",B$21<=1),"TRAIN THIS","")
  • Men on the crew (box): =COUNTA($A$5:$A$20)
  • Skills tracked (box): =COUNTA($B$4:$I$4)
  • 0-1 teacher skills (box): =COUNTIF($B$22:$I$22,"TRAIN THIS")

Only IF, AND, COUNTIF, and COUNTA are used — no new-Excel-only functions — so it opens and computes in old Excel, Numbers, and LibreOffice.

The red on TRAIN THIS is conditional formatting, not a formula: a rule on B22:I22 that turns the text bold red (font color C00000) whenever the cell equals TRAIN THIS. To rebuild it by hand, add a "cell value equals TRAIN THIS" rule with a red font — supported in old Excel, Numbers, and LibreOffice.

Notes / judgment calls

  • Teachers, not warm bodies. The counts only tally the top rung. A man who can do a valley but can't teach it doesn't count — because when he's out, nobody can bring the next man up. That's the play's whole point: you're building trainers, not just hands.
  • The flag fires at 0 or 1, on purpose. One teacher is still a single point of failure — the day he quits or gets hurt, that skill leaves with him. The flag stays red until a second man can teach it, then it clears itself.
  • The blank-header guard. If you delete a skill column you don't run, its flag won't scream TRAIN THIS at you — the flag only fires when the header (row 4) still has a skill name in it.
  • Count from the range. The grid runs rows 5 through 20 — sixteen men. To add men, insert rows INSIDE the block so the teach-counts, the flags and the crew count stretch with them, then drag the column J formula onto the new row. A name typed below row 20 counts for nothing. If you do go past row 20, widen the $5:$20 ranges in the counter rows and in the crew-count cell to match.
  • The sheet ships with the numbers already saved in it, so a phone preview shows real figures; they recalculate as soon as you type in it.

The one thing

Do this this week

Pick the one detail that causes you the most callbacks, and run rung one on it with one man this week — you do it slow, talking through every single step, while he watches. Just the first rung, one detail, one man. That's the start.

Take it with you

One email unlocks this and every other sheet and card on the site. The plays stay free.

Same fire

You've told him ten times and nothing changes

All the fires →

Fixed this?

While you work on him, put the standard on paper so the rest of the crew doesn't drift with him.

The fire right behind it is usually Callbacks and sloppy work.

These plays are how we run a shop — they are not legal, tax, or accounting advice. Rules change by state and by contract, so before you act on the legal-sounding parts, run them past your own attorney or accountant. It's your business, and what you do with any of this is your call and your responsibility.

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