Strategic Planning

A Practical Guide for a Profitable Construction Company

 

COURSE OVERVIEW

When you build something, you need to have a building plan. As it is with buildings, so it is with businesses. If you are interested in growing your construction business, you need to make sure that you have a good business growth strategy. This is the only reliable way of ensuring that your construction business will thrive in this competitive field.

For that growth, you need a strategic plan to make better than average profits, expand your capacity, ensure success and build a better company. By methodically working through all the necessary segments, we will create a Strategic Growth Plan and use it as the basis for creating a Business Plan and developing a Financial Plan.

Everyone will return to their place of business fully prepared to create and develop those same three plans for their company.

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COURSE OUTLINE

SWOT Analysis

Strengths
Weaknesses
Opportunities
Threats
Matrix

Strategic Growth Plan

Framework for success
Initiates actions
Emphasizes strengths and opportunities

Annual Business Plan

Executive summary
Mission statement
Objectives
Market analysis summary
Strategies and Implementation
Financial assumptions
Financial schedules

Financial Plan

Annual projections
Budgets
Monthly P&Ls and KPI’s
Monthly gross profit reports by project
12-month cash forecast
3-year profit projection
12-month balance sheet forecast

Learning Outcomes

  • Identifying and capitalizing on strengths and opportunities
  • Discovering and mitigating weaknesses and threats
  • Creating actionable strategies
  • Developing extensive 3-year financial plans
  • Creating comprehensive 3-year business plans
  • Crafting and implementing Strategic Growth Plans
  • Increasing revenues by 22% and profits by 78% (per the construction model used in the course)

Who Should Attend

Every manager can benefit from this course

  • Owners
  • Department and division managers
  • Project managers and coordinators
  • Field supervisors
  • Estimators
  • Administrators
  • Senior accountants and controllers

 Instructor: Wayne Newell

Wayne Newell

For over 35 years Wayne served in senior financial leadership roles and worked with companies throughout Canada, the United States and the Caribbean. His experiences and expertise, shared with many companies, has helped owners, managers, employees and businesses grow. In doing so, he has amassed a library of knowledge on what makes a successful contracting company.

During his seminars he discusses his experiences in implementing specific techniques, methods and strategies used to help contracting companies increase profits, control and/or reduce costs and improve cash flows. He has been presenting his exclusive seminars in major Canadian cities since 2003. He was awarded his CMA in 1972.

Be prepared for an in-depth, thought-provoking and analytic review of your company. Most likely you will be overwhelmed with the detailed strategies that result and you will most certainly develop an incredible and unbiased new perspective of your company.

 

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  • Upcoming Courses

    BRANDON – CARM
    Strategic Planning – December 3, 2019

    EDMONTON – EDMCA
    Profitable Contracting – March 17, 2020
    Finance & Accounting  Mar. 18, 19 2020 Strategic Planning – Mar. 20, 2020

    CALGARY – CGYCA
    Strategic Planning – November 18, 2019
    Profitable Contracting – Nov.  20, 2019
    Finance & Accounting – Nov. 21, 22, 2019

    FLIN FLON- NMMA
    Profitable Contracting – October 15, 2019
    Touch of Class – October 16, 2019

    KELOWNA – SICA
    Strategic Planning – October 21, 2019
    Profitable Contracting – October 22, 2019
    Finance & Accounting – Oct. 23, 24, 2019

    OTTAWA – OCA 
    Strategic Planning – February 19, 2020
    Profitable Contracting – February 20, 2020
    Touch of Class – February 21, 2020

    PORTAGE la PRAIRIE – CARM
    Profitable Contracting – December 4, 2019
    Finance & Accounting – Dec. 5, 6, 2019

    PRINCE GEORGE – NRCA
    Strategic Planning – Nov. 12, 2019
    Profitable Contracting – Nov. 13 2019
    Finance & Accounting – Nov. 14, 15 2019

     

    TORONTO – ORBA
    Strategic Planning – Feb. 27, 2020
    Profitable Contracting – Feb. 28, 2020

    TORONTO – TCA
    Accounting Fundamentals – Nov. 28, 2019
    Strategic Planning – Nov. 29, 2019
    Profitable Contracting – Feb. 24, 2020
    Finance/Accounting – Feb. 25 & 26, 2020

    VANCOUVER – VRCA
    Profitable Contracting – Nov. 5 2019
    Finance & Accounting – Nov. 6, 7 2019
    Strategic Planning – Nov. 8, 2019

    VICTORIA – VICA
    Profitable Contracting – Oct 30, 2019
    Finance & Accounting – Oct. 31, Nov. 1

    WINNIPEG – WCA
    Accounting Fundamentals – Nov. 25, 2019
    Strategic Planning – Nov. 26, 2019
    Profitable Contracting – Mar. 3, 2020
    Finance & Accounting – Mar. 4 & 5, 2020

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