Build Your Three-Year Plan. Strengthen Your Business.
Enter the New Fiscal Year with a Plan - not Just a Budget.

Success in construction does not happen by chance. It requires a clear direction, realistic goals, disciplined planning, and a practical roadmap for turning strategy into action.

This newly revised program is designed specifically for construction company owners and senior managers who are ready to step back from day-to-day operations and plan where their company is going next.

Through a practical, construction-focused approach, participants will develop a framework for building a Three-Year Strategic Plan, Revenue Growth Plan, and Annual Business Plan.

Using a realistic $25-million mechanical contractor case study, participants will explore how management can respond to growth opportunities, declining margins, cash-flow pressures, employee challenges, increasing competition, and operational complexity while developing a strategy for sustainable growth.

What You Will Learn

Build a Three-Year Strategic Plan

• Assess where your company is today and define where you want it to be.
• Establish clear strategic objectives for the next three years.
• Develop practical action steps to move from vision to execution.
• Build a common planning framework for your management team.

Develop a Revenue Growth Plan

• Establish realistic revenue objectives and financial milestones.
• Identify opportunities for growth and improved business performance.
• Consider the resources and capabilities required to support growth.
• Align revenue goals with the company's broader strategic direction.

Create an Annual Business Plan

• Translate your three-year strategy into actionable annual priorities.
• Establish measurable goals and performance expectations.
• Identify key initiatives, responsibilities, and timelines.
• Develop a framework for monitoring progress throughout the year.

Practical Tools You Can Use

Participants will work with practical tools and templates designed to help turn strategic planning into action, including:

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

Learn Through a Realistic Contractor Case Study

Follow a $25-million mechanical contractor as its management team confronts real-world business challenges, including:

• Growth and expansion
• Declining margins
• Cash-flow pressure
• Employee and leadership challenges
• Increasing operational complexity
• Competitive pressures

See how strategic planning can help management assess its current position, establish priorities, and develop a practical roadmap for the future.

Who Should Attend?

This program is designed for:

• Construction Company Owners
• Presidents
• General Managers
• Controllers / CFOs
• Operations Managers
• Senior Project Managers
• Future Construction Leaders

It is particularly relevant for companies considering growth, succession, geographic expansion, leadership transition, tighter margins, increased competition, bonding growth, technology investment, or simply asking, “Where do we go from here?”

What You Will Take Away

By the end of the program, participants will have a practical framework for:

• Thinking strategically about the future of their company
• Aligning leadership around common objectives
• Connecting long-term strategy with annual business priorities
• Establishing measurable goals and KPIs
• Turning strategic objectives into action
• Reviewing progress and adjusting plans as business conditions change

Bring your leadership team. Leave with a common planning framework.

Gold Seal Credits: 4