PLAN NOW! ENTER THE NEW YEAR READY! BUILD YOUR THREE-YEAR PLANS

Where are you now? Where do you want to be? How will you get there?

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

Don't wait until January to plan the next three years

The best time to plan the next fiscal year is before it begins. Give your management team time to assess the company standing, determine where it wants to go, and develop plans to get there.

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

Year 1: Build the Foundation.

Year 2: Strengthen Performance.

Year 3: Achieve Strategic Objectives

8 practical tools to turn strategy into action:

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

See strategy develop in a realistic contractor case

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

Ideal 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?”

Designed for:

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

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

About the instructor:

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.

Refund Policy: The ECA requires a minimum of 5 business days to qualify for a refund. Cancellations made within 5 business days will be offered to transfer their registration to a future offering. Failure to attend the new date may result in the forfeit of your registration and fees. Please reach out to education@edmca.com for more information.