The Builder's Strategy Kit

It's easy to get trapped in the day-to-day chaos of running a building or contracting business. You're busy managing projects and putting out fires, but who is steering the ship? Without a clear plan, your company's growth, finances, and team culture can easily drift off course.

The Builder's Strategy Kit is your free Notion template for moving from reactive management to proactive leadership. It's a high-level command center designed to help you set your vision, plan your moves, and track your progress all in one place.

Stop letting your company's future "just happen." This template provides the essential framework to build a more intentional, organized, and successful business.

What's Inside?

This kit is your company's strategic headquarters, built on three essential pillars:

• 🎯 Goals and OKRs: Define your vision. This is where you set your high-level company goals for the quarter or year (e.g., "Increase Profitability," "Improve Team Efficiency"). Break them down into measurable "Objectives and Key Results" (OKRs) to track exactly how you're progressing.
• 📅 Company Planner: Turn your goals into a plan. This is your master calendar for big-picture company events, project milestones, financial deadlines, marketing campaigns, and team-building activities. See your entire year at a glance and ensure your schedule is aligned with your goals.
• 🤝 Meeting & Notes: Keep your team aligned. This is your central log for all important strategic discussions. Run your weekly leadership meetings, track quarterly reviews, and log decisions and action items. Link notes to your specific goals to ensure every conversation is pushing the company forward.