strategic planning
to spark your success
maximize your
business value
Strategic planning services built specifically for roofing companies that are ready to scale with clarity, structure and purpose. Whether you need a deep-dive workshop or year-round support, we help you and your leadership team create and implement a custom roadmap that aligns your goals, systems and people.
OUR SERVICES
strategic Planning
how it works
We guide you through every phase—from evaluating the key factors that impact business value to setting focused goals, aligning departments and tracking progress with KPIs. You'll walk away with a clear, actionable strategic plan and the ongoing accountability to execute it.
Strategic Planning Workshops
Perfect for roofing companies that want to hit pause, regroup and build a clear roadmap for growth.
Our 2-Day Strategic Planning Workshop is a focused, high-impact experience designed to help your leadership team define long-term goals, align departments, and create a practical, measurable action plan. Through collaborative sessions, we guide you in evaluating performance, setting revenue, sales and net profit targets — turning vision into strategy — all tailored to the unique demands of the roofing industry.
Includes:
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Discovery sessions and 1:1 leader interviews
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Key metrics, P&L and business health review
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SWOT analysis and 3-year vision setting
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Mission, vision and values definition or realignment
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Team building activities to enhance collaboration
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Annual SMART goals, department priorities and personal leadership plans
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Finalized strategic plan document and shareable summary
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Onsite or virtual delivery
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Customized timeframes or focus available based on the needs of your company
Ideal for companies seeking clarity, alignment and a jump-start to execution.
Strategic Planning partnerships
For roofing businesses ready to build momentum, stay accountable and follow through with confidence.
Our 12-Month Strategic Planning Partnership includes everything in the 2-Day Workshop — plus structured support to make sure your strategic plan doesn't sit on a shelf. We’ll help your team communicate the plan company-wide, track progress through quarterly and monthly workshops, and make continuous improvements along the way.
Includes:
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Full 2-Day Workshop experience
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Strategic communication support (messaging, presentations, rollout strategy)
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3 Quarterly Progress Workshops (½ day sessions)
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9 Monthly Progress Workshops (2–3 hours) or biweekly check-ins
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Ongoing metric and performance tracking
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Coaching to maintain momentum and adapt as you grow
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1:1 executive sessions when you need an outside voice to challenge your thinking, help you make tough calls and level up your leadership.
Best for owners who want accountability and a partner in execution — not just a plan.
organizational design
Your team structure shouldn't hold you back — it should power your growth. Refinehry helps roofing companies build strong organizational foundations by aligning people, roles, and processes to support long-term success. Whether you're scaling, feeling growing pains, or ready to professionalize your operation, we help you design a team that can handle the next level.
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structure your team
for sustainable growth
Build the right roles at the right time.
We evaluate your current org chart, identify gaps, and help you create a structure that supports growth without chaos. With the right people in the right seats, your business becomes more efficient, scalable, and less dependent on you.
clarify Roles, responsibilities and decision-making
Say goodbye to dropped balls and blurred lines.
We bring clarity to who does what — and who decides what. From leadership to support roles, we define responsibilities, streamline communication, and implement decision-making frameworks that eliminate confusion and improve accountability.
retain your top talent with
career planning and roadmaps
Keep your best people by showing them what’s next.
We help you build career paths, development plans, and growth opportunities that motivate your team to stay and grow with your business. When employees see a future with your company, they invest more in its success.
