HomeOur Services> Strategic Planning> Strategy Seminars> Strategy ScorecardsClient TestimonialsArticles and DocumentsAffiliationsAbout UsContact UsSign UpSitemap* MCERF Industry Survey

Strategic Business Seminars and Workshops

The McCarl Group has developed a series of strategic business seminars to help contactors, nonprofits and family run business be more successful. These half-day seminars are endorsed by the National Education Initiative and help you strategically manage risk and your business - driving profit.



The seminars were specifically developed for business owners, senior management, line managers and project managers. The strategic planning workshops include:

Strategic Planning - Your Springboard To Success

Breakthrough performance is within reach. By aligning strategic planning and process management, you will learn structured and proven methods for developing effective strategic plans and the crucial skills needed to implement them at your company. Topics include:
  • Learning the types of strategic plans and the differences among them
  • Exploring step-by-step approaches to strategic planning
  • Defining keys to successful strategic planning
  • Reviewing the importance of a mission statement
  • Learning practical techniques to develop and refine your mission statement
  • Understanding how your vision and values fit into your strategic plan
  • Learning how to develop a dynamic, practical strategic plan that you utilize month after month
  • Creating a SWOT (Strengths, Weaknesses, Opportunities and Threats) analysis and action plans that produce results
  • Developing a framework to jump-start the strategic planning process at your company

Profit Is Not a Dirty Word

Learn to get paid what you deserve. This seminar will teach how to get paid for your experience, unique contributions and the risks you assume. Topics include:
  • Illustrating how firms virtually give away their expertise
  • Identifying daily risks and methods to improve rewards for risk taking
  • Learning why generating profits is not taboo and expected in the business community
  • Understanding techniques to manage your bottom line
  • Exploring and understanding the power of Margin Aggression
  • Establishing a culture of profitability

Cash Is King

Interest payments and time spent chasing customers for payment can cripple any business regardless of size, industry or management skills. This seminar will help you learn to manage cash flow. Topics include:
  • Understanding the cash flow cycle
  • Discovering methods and means to get your money sooner without upsetting your customers
  • Understanding your role in getting your company paid
  • Seeing, first hand, how a contactor transitioned from being a borrower to an investor by improved cash flow
  • Discover Best Practices for cash flow management

Risk Management for the Savvy Mechanical Contractor

"Best of Class" mechanical contracts routinely use risk to their advantage to be more profitable and drive success. This seminar addresses risk and reward, risk segmentation and risk vs. reality. Topics include:
  • Defining your company's (and your own) tolerance for risk
  • Understanding not all risk is the same
  • Defining the categories of risk: Hazard, Operational, Financial and Strategic
  • Learning techniques to systematically identify and manage risk
  • Discovering how to minimize risk without limiting growth
  • Learning to turn risk into an opportunity and competitive advantage

About the Presenter: Jim McCarl

F. James (Jim) McCarl helps businesses and nonprofits maximize their potential. A nationally recognized speaker and strategist, Jim's strategies for success were developed over a 30 year career at the helm of McCarls, Inc., a family-owned construction business growing annual sales from $6 to $60 million. Currently, Jim serves as Chairman of the Board for Gateway Bank of Pennsylvania, is a trustee for the University of Pittsburgh, and teaches classes on Entrepreneurship at Carnegie Mellon University.

For your convenience, you may download a .pdf version of our seminars.