• 03 November
    3 sessions, 4 hours each
    Online
    Session information
    Sessions
    Session 1
    Tue 03 Nov 11:30EST - Tue 03 Nov 15:30EST
    Online
    Session 2
    Wed 04 Nov 11:30EST - Wed 04 Nov 15:30EST
    Online
    Session 3
    Thu 05 Nov 11:30EST - Thu 05 Nov 15:30EST
    Online
    • Member Pricing $300.00 excl. Tax
    • $400.00 excl. Tax
    • Course
    Register
None of these dates work for you? Suggest another date & time

Description

Where are you now? Where do you want to be? How will you get there?

Three-Year Strategic Plan → Revenue Growth Plan → Annual Business Plan

Don't wait until January to plan the next three years

The best time to plan the next fiscal year is before it begins. Give your management team time to assess the company standing, determine where it wants to go, and develop plans to get there.

Enter the new fiscal year with a plan—not just a budget.

Year 1: Build the Foundation.

Year 2: Strengthen Performance.

Year 3: Achieve Strategic Objectives

8 practical tools to turn strategy into action:

Strategic Plan Template • SWOT Worksheet • Three-Year Revenue Worksheet • Annual Business Plan Template • KPI Dashboard • Action Plan Tracker • Quarterly Strategic Review Agenda • Executive Planning Checklist

See strategy develop in a realistic contractor case

Follow a $25-million mechanical contractor as management confronts growth, declining margins, cash-flow pressure, employee challenges and increasing operational complexity as it develops a three-year strategy to strengthen the company.

Ideal for: growth, succession, geographic expansion, leadership transition, tighter margins, increased competition, bonding growth, technology investment or simply the need to determine “Where do we go from here?”

Speaker

Wayne Newell

Wayne Newell has over 35 years of experience in financial and operational management across construction, manufacturing, and service sectors in Canada, the U.S., and the Caribbean. A CMA since 1972, Wayne has trained more than 4,000 construction professionals in the past 20+ years. His courses are known for being clear, relevant, and results-focused, helping contractors improve performance and profitability.

 

Intended Audience

Construction company owners • Presidents • General Managers • Controllers/CFOs • Operations Managers • Senior Project Managers • Future Leaders

Related Info

Webcams and a computer/laptop are mandatory. This course involves on-screen interaction with your instructor and classmates, reading/viewing on-screen content like slides or videos, and interacting via typing with questions or responses. For this reason, cell-phones or tablets may not be adequate.

Access information and the course manual will be provided to you by your association via email in advance of the training.

Similar courses

Finance and Accounting for Non-Financial Managers 26 Jan 27
Profitability in Construction 27 Oct
Get A Grip On Your Business
Project Manager’s Guide to Accounting Practices, Cost Controls & Financial Reports 17 Nov

Education & Training