Strategic planning in construction simplified:

How to set goals and ensure long-term business success

Download this free construction strategy template created by the team at Breakthrough Academy. This is the tool you need to combat curveballs and create a strategic vision for your business.

A strategic planning template for construction companies

Breakthrough Academy’s construction strategic planning template

Breakthrough Academy’s aim is to help construction professionals evolve from doers of all things to delegators using smart systems. Since their start, they’ve established some of the industry’s best standard operating procedures, hiring frameworks and project management resources. Breakthrough Academy coaches work with company owners to implement processes that promote business growth. They understand that building a lucrative construction business takes dedication.

Strategic planning template

This strategic planning template allows builders to outline the goals and actions required to achieve long-term success in their construction business. It includes:

This template was designed for:

General contractors

Home builders

Remodelers

Specialty contractors

Benefits of using this template:

Outline your strategic business plan using these 9 steps

Define your company values

Visualize your five-year plan

Understand your purpose

Establish your annual goals

List your initiatives

Figure your critical annual numbers

Specify your quarterly goals

Determine your theme

Why you should use a construction strategic planning template

Using a construction strategic planning template, allows industry professionals to organize their thoughts, set clear objectives, optimize resources, manage risks and adapt to changes. Having a plan in construction ultimately leads to improved performance and competitiveness.

A strategic planning template tailored to the specific goals of a construction business allows the owner and their team to see a comprehensive overview of company goals – quarterly, annually and five years down the road. Priorities may shift over time, but having a plan gives everyone something to work toward.

This one-page strategic planning tool is the perfect way to get your big-picture vision down on paper, and it’s way less complicated than you think.

Host of Contractor Evolution at Breakthrough Academy

Put your strategic plan into action with Buildertrend

Once you use Breakthrough Academy’s strategic planning template to determine your business goals, Buildertrend can help your put your initiatives into motion.

It can be stressful thinking about how you’re going to put your plans into action. Buildertrend’s project management software has everything business owners need to take their companies where they want to go. All you need are the right tools for marketing, project planning, job management and financial tracking – and Buildertrend has it all in one convenient platform.

No matter a company’s size, the right software can make a world of difference in daily operations and the overall success of the business. Buildertrend’s extensive list of features and all-in-one construction software makes construction businesses more efficient from initial sale to final walkthrough.

Here are some of the larger goals you might include in your strategic plan that Buildertrend can help you accomplish:

A client relationship management or CRM tool is one of best ways to achieve these goals. With Buildertrend you can manage leads, double your sales in three years and have clients who are 40.7% more engaged.

Your construction strategic planning template combined with Buildertrend’s construction management software will ultimately ensure company success. Builders who have a vision for their businesses, set clear objectives and follow through with efficient processes are guaranteed to thrive in an industry that’s always evolving.