Strategic Planning Workshop
Build Your Growth Plan in 3 months.
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
This series is designed for business owners and executives in the construction industry who want clarity, control, and a practical roadmap for profitable growth.
- 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 industry experts (including your peers) in a facilitated, laser-focused setting – and start implementing from day 1!
- Investment: $6,000 ex GST
- Bring your key leadership team members and enjoy a 50% discount for additional seats.
This is not generic coaching! This program is delivered in a practical learning environment where you’ll construct a plan specifically for your business.
What you will walk away with
By the end of the 3 months, you will have a workable, growth plan and the tools to run it, including:
- A concise strategic plan that links purpose, goals, and priorities across the next 12 months
- A team structure to establish clear delegation and accountability – unlocking time and leverage for business owners
- Clarity on your market position, what makes you stand out over competitors, and how to exploit this
- A high-level capacity, systems, and cash visibility map so delivery and finance stay in sync
- A 90-day execution roadmap to tie your long-term vision to your immediate next steps.
Call to find out more: 1300 233 723
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 to bind your team together, making it clear what you stand for.
- 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 and levers– 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
- Team Structure to Unlock Leverage – Where do you fit in your business and what support do you need to flourish
- Strategic competitive advantage – the assets and capabilities you need to 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 with other business leaders before you lock your plan
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
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.
SJC Engineering
“... it’s a real way, it’s a refreshing way. It is not some sit-back classroom with a cookie-cutter plan they sell everyone.”
CEO
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Green Coast Constructions
“We had never set 10-year, five-year, or even next-year goals. Being forced to come in and do it has really worked for us. We are clearly defining our roles and who we need next to take the pressure off.”
Director
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Specialised Walls and Ceilings
“Our conversations have changed. We are looking at everything under a different light.”
Director
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Vivid Construction
“Ask yourself the cost of not doing it. Another three years of treading water.”
Director
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FAQs
This is a practical workshop series – not a passive on-off, one-way information session. It is also specifically designed for construction industry business owners and leaders. You leave with a usable plan for growth – including a clear design for the roles you need in your business now and over time, how to fund your growth, clarity on what makes you unique in the market and how to double down on your strengths. Best of all, from day one, you’ll be able to implement winning strategies learned from the course material and the business owners in your cohort.
Scale-ready builders, larger subcontractors and businesses operating in the construction industry supply chain. This series is for business owners who want more clarity about the direction they are heading in and how to build a reliable platform for long-term growth.
We bring independent, construction-specific CFO and Commercial experience, with a clear view of business and team structure, liquidity, WIP, contract risk, and compliance to create business resilience and the right conditions for sustained profit growth.
Owner fatigue and frustration, reactive decision-making, unclear accountability, cash flow uncertainty, data fragmentation, weak pipeline structure, and contractual exposure, the material pain points we see across the industry.
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?
Insights and Resources
Events, Webinar
18 August 2025Xact Masterclass: Strategic Planning in Building and Construction
Growth doesn’t happen by accident - at least, not sustainable growth. If your constructi...
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e-Book
6 August 2025Launch of Our “CFO Guide to Building a High-Performing Sales Team: 2025 Edition”
In the construction industry, growth doesn’t happen by accident; it’s the result of in...
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Blog
6 August 2025Strategic Planning for Construction Businesses
When you’re running a construction business, strategic planning can feel like a luxury. ...
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