Booking and Registration - Strategic Business Planning & Management
Public or Private Presentation - You Decide
Grantlun offers two ways to attend this seminar.
You can sign up for one of its public presentation, using the PUBLIC Seminar Registration section of the above form. See the Seminar Calendar for scheduled presentation dates and locations. Or, you can arrange for a private presentation, using the PRIVATE Seminar Registration section of the above form.
In either case, if you prefer to make arrangements over the phone, call Grantlun’s main office at 1-406-586-0234.
PUBLIC Presentation Package - Strategic Business Planning & Management Seminar
Your Investment:
- $990 for each employee.
- $910 for each STANDARD Toolset (one per company - purchase is optional).
- $4,790 for the ADVANCED SBPM Toolset (one per company - purchase is optional)
What you get:
- 8 hours of seminar presentation and questions and answers from Grantlun.
- 1 comprehensive Seminar Notebook for every participant.
- With Optional Purchase: STANDARD Strategic Business Planning & Management Toolset (see contents below).
PRIVATE Presentation Package - Strategic Business Planning & Management Seminar
The Extra Benefits:
- Convenient Scheduling. You decide when and where to hold your seminar. Pick the time of year, day of the week, and location that will minimize disruption for your business.
- Customized Answers. No need to listen to questions and answers relevant to other companies - not yours. With just your company in attendance, it's all about your company.
- Team Building. Attending a seminar as a group encourages team building, camaraderie and enthusiasm for the strategic planning work you'll do after the seminar.
- Easier Application. Your entire team will learn the Strategic Business Planning & Management process at the same time ... so members will have a common understanding. This makes it easier to begin applying your new knowledge the next day.
- ADVANCED Tools. All of the tools in the ADVANCED SBPM Toolset are included. (See toolset description below.)
- Cost Savings. You'll eliminate thousands of dollars in travel and lodging expenses for your employees.
Your Investment:
- $8,500 for up to 3 employees.
- $990 per person for each additional employee.
- Expenses for the use of the seminar facilities of your choice.
- Travel and lodging expenses for a Grantlun Senior Consultant and Seminar Coordinator.
What you get:
- 1 hour of pre-seminar briefing discussions with Grantlun about your company.
- 8 hours of seminar presentation and questions and answers from Grantlun.
- A comprehensive Seminar Notebook for every participant.
- 1 ADVANCED Toolset (see below).
Toolset - Strategic Business Planning & Management Seminar
To maximize the value you receive from the seminar - and to speed the implementation of the information and ideas you learn, Grantlun has developed a powerful Strategic Business Planning & Management (SBPM) STANDARD Toolset. This collection of construction-specific templates, workbooks and spreadsheets transforms seminar content from interesting and potentially valuable ideas into immediately useable and relevant tactics that will revolutionize the way you run your business.
The Strategic Business Planning & Management STANDARD Toolset includes:
- STANDARD Business Plan Outline Template. Document your plan in words in this ready to use template, organized to match the essential prescribed plan components.
- STANDARD Revenue-Cost-Profit Forecast Workbook. Transform your planning document into a mathematical model that forecasts financial results and fleet composition changes while documenting measurable standards of success. This workbook is the centerpiece of the plan. Its worksheets capture and process your plans with the punch of a key.
The Strategic Business Planning & Management ADVANCED Toolset, available as an option for those who want ALL of the tools discussed in the Seminar to be immediately available, includes:
- Financial Performance Assessment Workbook. Measure your financial performance, track changes and identify trends.
- Job Log and Analysis Workbook. Quickly analyze your job results according to 6 key factors ... and identify sources of your profits and losses.
- Cash Flow Forecast Workbook. Identify future cash flow so you can head off credit line issues.
- Market Assessment Workbook. Size your target markets, track your market share, and identify overlooked opportunities that could add hundreds of thousands - if not millions - of dollars to your bottom line.
- Bid Log and Analysis Workbook. Analyze your bids so you can objectively identify better bidding strategy.
- Key Practices Assessment Workbook. Identify practice gaps by business function (identify opportunities for improving the management of your business), chart practice progress.
- Current Organization Chart Templates. Capture your current organization so you can identify and clearly communicate reporting responsibilities.
- Fleet Composition & Charge Rate Assessment Workbook. Analyze your fleet composition so you can see if the equipment you have is what you need to pursue the type of work you want, analyze the accuracy of your charge rate to ensure that you are charging enough to cover the cost of owning and operating your equipment.
- Mindset Assessment Notebook. Identify cultural issues within your company that both help and hinder your success.
- Assessment Notebook Template. Organize your assessment findings ... so you have an easy-to-use reference for running your business, note issues that need to be addressed as you pursue your business goals, document the state of your business and provide the paper trail that will reassure your board of directors, bank, bond agent, JV partners, investor-buyers, and other team members.
- ADVANCED Business Plan Outline Template. In addition to the contents of the STANDARD template, this advanced template provides checklists of issues and more provisions for long term planning.
- Ideal Core Process Network Diagrams. Reference these diagrams when you are assessing and organizing your operations to be sure all of the bases are covered.
- Ideal Role Charts. Reference these charts when you are building new organization charts to be sure no roles are left unfulfilled.
- Role Fulfillment Workbook: Document in detail the role gaps and overlaps in your current organizations that need to be addressed in your organization.
- Planned Organizational Chart Templates. Grow smoothly and logically by illustrating who will be responsible to whom and how the core roles will be fulfilled.
- ADVANCED Revenue-Cost-Profit Forecast Workbook. In addition to the STANDARD worksheets, this advanced workbook contains powerful equipment planning worksheets and charts that help you identify equipment change requirements over time.
- Strategic Business Planning & Management System Implementation Guide. Provides step-by-step instructions for using all of the tools ... and implementing everything you've learned during Strategic Business Planning.
Cancellations and Rescheduling
You're most likely to want to cancel or reschedule a seminar because you need to prepare for an urgent bid opening; or, because some other crisis has popped up. Although we understand wanting to reclaim 8 hours to work IN your business, the fact that you want to cancel is a red flag that you need to spend more time working ON your business. So we encourage you to think twice before canceling or rescheduling. After all, there will always be another crisis looming around the next corner. The first step in breaking free of this chaos is to carve out time to begin building your plan. That said, be assured that you can reschedule or cancel a seminar as follows if you decide that's what is best for your company:
Private Presentations
- To book a private presentation of a seminar, you must pay 50% of the listed fee no later than 28 days in advance of the seminar. That amount is not refundable under any circumstances, unless Grantlun cancels.
- The remaining 50% is due no later than 14 days before the scheduled date. That amount is refundable if the seminar is cancelled for any reason.
- Seminars can be rescheduled to be held within a year of the originally scheduled date. If you require a later date, the fee is subject to change to reflect the then current fee.
- If you reschedule one time, no later than 14 calendar days before the scheduled date, no penalty is assessed; however, you will be responsible for any travel or facilities expenses incurred by Grantlun.
- If you reschedule more than once, or, if you reschedule less than 14 calendar days before the scheduled date, you must pay a $500 administrative fee. You will also be responsible for all travel and facilities expenses incurred by Grantlun.
- If for any reason, Grantlun cancels the seminar, the full amount paid will be refunded.
Public Presentations
- To reserve a seat at a public presentation of a seminar, you must pay 100% of the listed fee no later than 14 days in advance of the seminar. That amount is not refundable under any circumstances, unless Grantlun cancels.
- Reservations for public presentations of seminars can be transferred to another scheduled presentation to be held within a year of the originally scheduled date.
- If you transfer reservations one time, no later than 14 calendar days before the scheduled date, no penalty is assessed.
- If you transfer reservations more than once, or, if you transfer reservations less than 14 calendar days before the scheduled date, you must pay a $500 administrative fee.
- If for any reason, Grantlun cancels the seminar, the full amount paid will be refunded.
Upcoming Public Seminars
Check the Seminar Calendar page for public seminars. If none are scheduled that suite your needs, please use the following form to submit your name and email address to receive priority notification when new public sessions become available.
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