Strategic Planning Workshop

Construction businesses commonly face reactive decision-making, unclear responsibility, strained liquidity, fragmented systems, and inconsistent pipeline quality.

This executive and owner-level program tackles those pain points head-on and turns them into a practical plan and operating rhythm you can run.

With a strong plan, you and your team will be united on what the future looks like and how to execute.

Expression of Interest  Workshop Outline

Workshop Format Explained

A small cohort program for construction business owners and executives who want clarity, control, and a practical roadmap for profitable growth.

• Delivered by our Specialist Construction Advisory team
• Learn from ex-CFOs and CEOs with large-scale construction experience
• Half-day, in-person workshops, held once a month over 3 months.
• Limited to cohorts of 10 other construction owners only
• Learn from your peers in a facilitated, laser-focused setting.
• Investment: $6,000 ex GST
• Bring your key leadership team members and enjoy a 50% discount for additional seats.

You lead a building or construction company that is scaling, and you want a sharper operating rhythm, clearer decision rights, and a plan that links projects, cash, capacity, and growth. This Intensive is designed for the scale-ready builder and larger subcontractors, owners, and CEOs who want a forward-looking, commercial strategy, not generic coaching.

Workshop Structure

Month 1 – Where do I want to be in 5 – 10 years

• Vision – personal, professional, economic, family – define the end state and key milestones
• Values – 3 to 5 non-negotiables translated into behaviours your team can see
• My Why – what drives me – link personal drivers to business goals and decision filters

Month 2 – Market Positioning and Competitive Advantage

• Target market – ideal client, job size, procurement path, and location
• Economic trends – approvals, costs, interest rates, and what helps or hurts demand
• Porter’s Five Forces model – map supplier, buyer, rivalry, substitutes, and new entrants pressure
• Investment modelling – base and downside cases for capacity, systems, marketing, and people

Month 3 – Building Capacity for Action

• Strategy to action – priorities, owners, cadence, and clear metrics
• SWOT analysis – strengths and weaknesses matched to the chosen market, plus key opportunities and threats
• Strategic competitive advantage – the assets and capabilities we will build and protect

How the cohort works

• Small group, big value – learn with 9 peers facing similar commercial and delivery realities
• Facilitated working time – each session blends learning, discussion, and hands-on planning
• Templates and examples – you get the toolset, not just theory
• Peer review – pressure-test key assumptions before you lock your plan

Who facilitates

The Intensive is delivered by Xact Advisory, construction-specialist C-suite advisors with deep experience across governance, liquidity, risk, and operational scaling for contractors and larger subcontractors. Our perspective is shaped by real-world constraints in construction, and by the talent and affordability dynamics in the market.

Investment

$6,000 ex GST for the full 3-month program, including templates and planning artifacts. Seats are limited to ensure personal attention. Bring your leadership team members and enjoy a 50% for additional seats.

Expression of Interest

Seats are offered by EOI to keep the cohort balanced and engaged. Submit your details and we will confirm availability.

Register Expression of Interest  Workshop Outline

Next steps

• Submit your Expression of Interest
• We will review fit and timing with you and confirm your seat
• Pre-work templates sent on acceptance
• Month 1 workshop kicks off your plan build

Ready to build a plan your team can execute with confidence?

Register your EOI now!  Workshop Outline