Course Outline

Success in business does not happen by chance—it’s the result of strategic planning. In this expert led course, you 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: Provides a clear roadmap for success.

• Aligned Goals: Ensures everyone works toward common outcomes.

• Resource Optimization: Improves the use of time, people, and finances.

• Motivation & Commitment: Drives team engagement and accountability.

• Performance Standards: Establishes measurable benchmarks.

• Flexibility: Allows for adjustments as circumstances change.

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 a 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.

Participants earn 2 Gold Seal Credits upon completion, signaling their commitment to professional growth.

By registering for this or any HHCA educational opportunity the attendee agrees to abide by the Release of Liability and Waiver of Claims policy.