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 presentations, which are conducted throughout the year in locations offering top-notch facilities and recreational amenities. See the Seminar Calendar for scheduled presentations. If none suit your needs, please use the Information Request Form to submit your name and email address to receive priority notification when new public presentations become available.

Or, you can arrange for a private presentation. You decide when and where to hold your seminar. To arrange a private presentation, call Grantlun's main office at 1-406-586-0234, or contact us online.

Private Presentation Package - Strategic Business Planning & Management Seminar

The 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.
• Cost Savings. You'll eliminate thousands of dollars in travel and lodging expenses for your employees.

Your Investment:

• $11,995 for up to 4 employees.
• $1,400 per person for additional participants.
• Expenses for the use of the seminar facilities of your choice.
• Travel and lodging expenses for Grantlun's Consultant.

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 Seminar Toolset (see below).

Seminar 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 you'll receive one Strategic Business Planning & Management Toolset. This collection of construction-specific templates, workbooks and spreadsheets contained in the seminar toolset 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 Toolset 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.
• Business Plan Outline Template. Document your plan in words in this ready to use template, complete with checklists and organized to match the prescribed plan components.
• 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.
• 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.
• 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.

Grantlun provides business management training & construction management seminars in subjects central to successful construction enterprise management.