Strategic Planning for A Profitable Contractor

Build a stronger business with a comprehensive strategic plan

Success in business does not happen by chance - it’s the result of strategic planning. Yet many construction companies fail to prioritize it. In just two half-day sessions, we will explore proven strategies through the lens of a $25M mechanical contracting firm preparing to scale. Discover how intentional planning can drive lasting growth and profitability.

Key Benefits of Strategic Planning:

  • Vision & Direction: Creates a clear future goal and a practical plan to achieve success.
  • Aligned Goals: Ensures everyone in the company works toward the same objectives.
  • Resource Optimization: Improves the utilization of people, time, and financial resources.
  • Motivation & Commitment: Drives team engagement and accountability.
  • Performance Standards: Establishes measurable benchmarks to gauge progress.
  • Flexibility: Allows for adjustments as circumstances evolve, ensuring long-term adaptability.

What Will You Learn?

Strategic Growth Plan:

  • Build a success framework with clear action steps and financial milestones.
  • Use SWOT analysis to guide strategic decisions.

Annual Business Plan:

  • Write a compelling executive summary and set focused business goals.
  • Address sustainability, analyze competitors, and track market trends.
  • Develop revenue strategies, calculate break-even points, and form strategic partnerships.

Financial Plan:

  • Create detailed annual and monthly forecasts and monitor key performance indicators (KPIs).
  • Forecast profits and analyze balance sheets to track financial health.

Who Should Attend?

This course is for managers responsible for driving growth and guiding company direction. Whether you lead operations, finance, or strategy, you will strengthen your strategic thinking and improve decision-making.

Why This Course Stands Out:

  • Tap into Wayne’s powerful mix of financial expertise and real-world construction experience.
  • Use proven, practical strategies tailored to the construction industry.
  • Join a network of professionals who have elevated their skills and performance with Wayne’s guidance.

Gold Seal Credits: 2

The comprehensive course manual filled with the methods and strategies is included for your future reference.

Testimonials

You are so sincere and compassionate in your delivery. Now I understand why accountants do what they do and that their goals are to help contractors improve their businesses.

Thanks for helping us understand how much cash is needed to start a project, how each employee’s actions impact profitability and how simple factors can be used to assess and control overhead costs.

dates:


 
Nov. 13 & 14, 2024 Wed. & Thu. 11:30am – 3:30pm ET
OR Feb. 19 & 20, 2025 Wed. & Thu. 11:30am – 3:30pm ET
OR May 28 & 29, 2025 Wed. & Thu. 11:30am – 3:30pm ET
OR Nov. 12 & 13, 2025 Wed. & Thu. 11:30am – 3:30pm ET
where:
Live Webinar
instructor:
Wayne Newell
TCA member:
$400.00+HST
non-member:
$450.00+HST
INSTRUCTOR: 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.