COURSE OUTLINE 

Success in business is intentional, not accidental. Yet, many construction companies overlook the power of strategic planning. While strategic planning requires effort, the benefits are significant and enduring. Join us to unlock the strategies that will help your company thrive as we focus on a hypothetical $25M mechanical construction company looking to scale its operations.

KEY BENEFITS OF STRATEGIC PLANNING:

Vision & Direction: Provides a forward-focused vision and actionable roadmap for success.

Aligned Goals: Ensures that everyone in the organization works toward common, desired outcomes.

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.

While strategic planning requires effort, the benefits are significant and enduring.

WHAT WILL YOU LEARN?

Strategic Growth Plan:

• Develop a comprehensive success framework, identify key action steps, and set financial milestones.
• Analyze your company's strengths, weaknesses, opportunities, and threats (SWOT) to inform strategic decision-making.

Annual Business Plan:

• Craft an effective executive summary and set clear business objectives.
• Explore sustainability considerations, conduct a competitive analysis, and gain insights into market trends.
• Create revenue strategies, determine break-even points, and build strategic partnerships.

Financial Plan:

• Master the creation of annual and monthly projections and track key performance indicators (KPIs).
• Learn to forecast profits and perform balance sheet analyses for financial health monitoring.

Support Information:

• Explore gross profit factors, leverage training grants, address the skilled labour shortage, and identify innovations within the industry.
• Discover the role and opportunities for women in construction and how they contribute to growth and diversity in the industry.
• Equip yourself with the tools and strategies to lead your company’s growth and build a sustainable future.
• WHO SHOULD ATTEND?

This course is essential for managers who play a key role in your company’s growth and direction. Whether you're leading operations, finance, or strategy, this course will help you sharpen your strategic vision and decision-making skills. Many peers have already enhanced their leadership capabilities and contributed to their company’s success by participating—now it’s your turn to take your skills to the next level.

WHY THIS COURSE STANDS OUT:

Benefit from Wayne’s unique blend of financial expertise and real-world operational insights.

Leverage proven strategies tailored for construction industry professionals.

Join a network of professionals who have transformed their skills under Wayne’s guidance.

EARN RECOGNITION WHILE YOU LEARN:
Upon completing the three engaging half-day sessions, participants will earn 2 Gold Seal Credits, boosting their credentials and signaling their commitment to professional growth.

INSTRUCTOR:

Wayne Newell is a seasoned leader with over 35 years of senior financial and management expertise, having driven success stories across Canada, the U.S., and the Caribbean. His impressive career includes roles as an accountant, , controller, senior financial manager, and operations manager, where he has consistently delivered results and mentored businesses toward measurable, profitable growth.

Since 2003, Wayne has trained and inspired almost 4,000 professionals through dynamic and impactful training programs. A Certified Management Accountant (CMA) since 1972, he remains passionately committed to fostering excellence and development for his peers and students.