Strategic Plan

A Practical Guide for a Profitable Construction Company


Business success is not an accident, it is planned – yet, very few construction companies regularly practice any type of strategic planning. Strategic planning will transform your company. It isn’t a miracle cure, it’s a program that teaches the fundamentals of strategic planning to construction professionals.

Designed exclusively for contractors, it is based on a hypothetical, privately-owned company whose three principal shareholders have grown their company into one of the foremost mechanical contractors in the province. With annual revenues of $25M, the shareholders recognize that operations and profits are stable and feel that now is a prime time to grow the company to a new level. To do that, they will create and implement three comprehensive plans.

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

CLICK HERE to download course flyer


SWOT Analysis


Strategic Growth Plan

  • Create a framework for success
  • Initiate an action plan
  • Define financial gains
  • Focus on strengths and weaknesses

Annual Business Plan

  • Executive summary
  • Objectives and goals
  • Keys to success
  • Mission statement
  • Environmental & social sustainability
  • Management summary
  • Competitive comparison and analysis
  • Market analysis summary
  • Pricing and revenues strategies
  • Break-even analysis
  • Strategic alliances
  • Financial assumptions and schedules

Financial Plan

Annual projections
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 who contributes to your company’s success and growth will benefit from this course. They will join over 200 construction personnel have benefited from this course in the past three years.

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

 Instructor: 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.

What participants said:

“Wayne kept my attention and interest. It was pure enjoyment watching his passion behind his craft. Appreciate the use of real examples and discussions on current practices. He kept my attention and the information relatable, relevant and interesting.”

“Hi Wayne, on behalf of the group I would like to express our many thanks. All of us took away valuable information to be better at what we do. For that we sincerely thank you!”

“Program was fantastic. I wish I had taken this course before I started my business.”

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  • Upcoming Courses

    ALL courses have been accredited by the Canadian Construction Association.

    Course hours can be used towards the Gold Seal Certification application for credits, subject to credit approval upon review. Note: every 6 hours of learning equals 1 Gold Seal credit.


    Moncton Northeast Construction Association
    All courses Start at 8:30 am, end at 4:00 pm AST

    Finance & Accounting for Non-Financial Managers
    Tue. & Wed December 12 & 13, 2023
    Tue. & Wed April 9 & 10, 2024

    Profitable Contracting
    Thur. December 14, 2023
    Thur. April 11, 2023

    Strategic Planning for Growth
    Fri. December 15, 2023
    Fri. April 12, 2013


    ORBA Road Building Academy
    BMO Centre Markham, Ontario
    Week of February 26 to March 1, 2024

    Project Managers Guide to Accounting Practices, Cost Controls and Financial Reporting
    Strategic Planning for Growth

    Presentation dates for the above 2 courses  will be announced soon.

    +++++++++++++++++++++++++++++++++++Local Construction Associations – Collaboration for all of Canada

    All LCA courses are 1/2 day on-line training – Zoom platform

    Start times for all Zoom courses:
    PST – 8:30 am
    MST – 9:30 am
    CST – 10:30 am
    EST – 11:30 an
    AST – 12:30 pm

    Finance & Accounting for Non-Financial Managers
    Fall 2023
    Tuesday – Thursday, October 24, 25 & 26

    Winter 2024
    Tuesday – Thursday, January 23, 24 & 25

    Spring 2024
    Tuesday – Thursday, April 30, May 1 & 2

    Project Managers Guide to Accounting Practices, Cost Controls & Financial Reports

    Fall 2023
    Tuesday – Thursday, December 5, 6 & 7

    Winter 2024
    Tuesday – Thursday, February 20, 21 & 22

    Spring 2024
    Tuesday – Thursday, June 4, 5 & 6

    Profitable Contracting
    Fall 2023
    Wednesday & Thursday, Nov. 15 & 16

    Winter 2024
    Tuesday & Wednesday, February 6 & 7

    Spring 2024
    Wednesday & Thursday, May 22 & 23

    Accountant’s Guide to Project Management
    Fall 2023
    Tuesday & Wednesday, Oct. 31 & Nov. 1

    Winter 2024
    Tuesday & Wednesday, January 30 & 31

    Spring 2024
    Tuesday & Wednesday, May 14 & 15

    Strategic Planning for Growth
    Fall 2023
    Wednesday & Thursday, Nov. 22 & 23

    Spring 2024
    Tuesday & Wednesday, May 28 & 29


    Winnipeg Construction Association

    Finance and Accounting for Non-Financial Managers 
    Tuesday & Wednesday May 7 & 8, 2024
    8:30 am to 4:00 pm WPG time

    Accountant’s Guide to Project Management
    Thursday, May 9, 2024
    8:00 am to 4:00 pm WPG time


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