Operational Excellence for Contractors: 1 Day Workshop in Kelowna

Duration: 1 Full Day (8 Hours)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, Snacks and beverages will be provided during the session

Kelowna’s booming real estate and trades sector demands contractors and small firms to operate efficiently and grow. This course equips you with practical strategies and tools to streamline operations, manage projects, and optimize workflows. You will explore essential aspects of business planning, customer management, financial oversight, and technology adoption, ensuring your operations are competitive and sustainable in today’s dynamic market.

By the end of this course, you will:

• Understand how to plan and manage small-scale real estate and trades projects efficiently.
• Learn practical tools for budgeting, scheduling, and operational oversight.
• Acquire skills to implement technology solutions and scale your business.
• Gain insights into marketing strategies tailored to local markets.
• Improve client management and customer relationship practices.

• Independent contractors and small trades firms

Why is it right fit for you?

Kelowna’s thriving real estate and trades sector presents significant growth opportunities. This course is specifically designed to address the unique challenges faced by contractors and small firms, providing actionable insights that can be implemented immediately. By blending hands-on exercises with expert guidance, you will gain strategies to improve operational efficiency, enhance client engagement, and expand your business. Our experienced trainers focus on real-world applications, ensuring the knowledge is practical and industry-relevant. Whether you are optimizing your current operations or planning for expansion, this training provides the tools to succeed.

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Bring your team and save

1. Groups of three or more receive a 10% discount

2. Organizations hosting an in-house session with 10+ participants enjoy a 15% discount.

Looking to boost your team’s performance internally?

We offer customized in-house training tailored to your business operations. Whether your team requires deeper focus on project management, customer relations, or technology tools, our experts will adapt the modules to meet your specific needs. In-house sessions ensure your team learns strategies that are directly applicable to your business context.

📧 Contact us today to schedule a customized in-house, face-to-face session:

Info: • Current trends in Kelowna’s market
• Opportunities for small contractors and trades firms
• Challenges in scaling operations
• Activity

Info: • Setting clear business objectives
• Streamlining workflows and processes
• Project scheduling and prioritization
• Activity

Info: • Budgeting for projects and operational costs
• Tracking expenses and revenues effectively
• Understanding cash flow and profitability
• Activity

Info: • Identifying target clients and niches
• Building a strong local and digital presence
• Networking strategies for contractors
• Activity

Info: • Project management and collaboration software
• Mobile apps for scheduling and invoicing
• Leveraging analytics for operational efficiency
• Activity

Info: • Health, safety, and regulatory requirements
• Risk management strategies for small firms
• Maintaining quality assurance
• Activity

Info: • Handling client communication professionally
• Building repeat business and referrals
• Using CRM tools effectively
• Activity

Info: • Identifying growth opportunities
• Hiring and managing small teams
• Planning for sustainable expansion
• Activity

Info: • Examples of thriving trades and real estate firms in Kelowna
• Lessons learned from local contractors
• Strategies to replicate success
• Activity

Event Venue & Nearby Stays

Regus - Kelowna, BC, Regus office space, Kelowna, Canada