Strategic Planning for a Profitable Construction Company

Course dates: November 3, 4, 5, 2026

3 Half-day Interactive Sessions (Live Online)

Gold Seal Accredited: 4 Gold Seal Credits

A practical construction-focused program for owners and senior managers who want to strengthen profitability, cash flow, people, operations and long-term company value.

Build a practical three-year roadmap for a stronger, more profitable company.
Where are you now? Where do you want to be? How will you get there?

What Will Participants Leave With?

A practical framework they can use to build their company's three-year strategic plan.

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

Don't just plan your next project. Plan your company's future.

The contractor's strategic planning toolkit is included with the program: 8 practical tools you can take back to your company and use immediately.

Learn Through a Realistic Contractor Case Study

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

Designed For

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

Ideal for contractors preparing 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?”

Participants Learn How To

  • Assess: Understand where the company really stands today.
  • Choose: Determine the markets, clients, projects and opportunities that deserve resources.
  • Plan: Establish measurable three-year strategic and financial objectives.
  • Execute: Turn goals into actions, responsibilities, deadlines and accountability.
  • Measure: Use KPIs and reviews to determine whether the strategy is producing results.

Growth Should Strengthen the Company—Not Simply Increase Volume

The Revenue Growth Plan forces management to consider markets, project size, customer mix, staffing, equipment, working capital, bonding capacity and gross margins.

Revenue is not the strategy. The objective is to build a stronger company—not simply a bigger one.

The Three-Year Journey

Year 1: Build Foundation. Year 2: Strengthen Performance. Year 3: Achieve Objectives.

Today → Plan → Next Fiscal Year → Three-Year Direction
Assess → Strengthen → Improve → Grow

A construction company becomes financially and operationally stronger as it progresses.

“Strategic planning is not about predicting the future. It is about preparing your company to succeed in it.”

Plan Now for the Next Fiscal Year

Don't wait until the new fiscal year begins to start planning it. Register early enough to complete the program and give your management team time to develop its Three-Year Strategic Plan, Revenue Growth Plan and Annual Business Plan before the next fiscal year begins.

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


About the Trainer

Meet the Instructor

Wayne Newell has more than 35 years of financial and operational experience in construction, service, and manufacturing. A Certified Management Accountant since 1972, Wayne has trained over 4,000 professionals across Canada, the U.S., and the Caribbean. His workshops are grounded in practical solutions and delivered with clarity and impact.

Ready to turn your role into a results-driver?

Whether you're leading projects, managing teams, or preparing for the next step in your career, Wayne Newell’s courses deliver practical strategies that drive real improvements.

From profitability and financial management to operational efficiency, every course is designed to help construction professionals lead with clarity, confidence, and measurable impact.

Explore the full range of training options and find the right course to support your professional growth and your company’s success.

Questions about this Course or Others?

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