The Owners' Circle is designed to help small construction businesses prepare to grow. The cohort helps business owners build core business skills, provides structure and accountability, and creates a community of peers. The Circle meets monthly (90-minute sessions) for a facilitated conversation led by Tia Garcia, HELM consultant/coach/trainer.

Participants are expected to reach the following milestones over the course of the year:

• Completed Operating Budget

• Identified Markup Strategy

• Established Estimating System

• Established Project Meeting Structures (Internal + External)

• Established Project Scheduling System (Internal + External)

• Established Invoicing System

Participants agree to:

• Attend all peer sessions or make-up sessions as required.

• Complete monthly milestones as outlined (1:1 consulting is available to support participants in completing milestones).

• Maintain monthly check-ins with both PM and Consultant (*if using a HELM PM).

• Engage in consistent communication and scheduling to enable support delivery (*if using a HELM PM).

Participants of the Owners' Circle also gain access to additional HELM services: project management support ($125/hr) and discounted consulting and coaching ($250/hr). For companies utilizing HELM’s project management support, there is a minimum charge of 2 hours a month of non-billable time for coordination between the owner, the PM, and the Production Supervisor.

Who

The Owners’ Circle is limited to 8 participants.

Format

Online via Zoom. Sessions are not recorded. Real-time attendance only.

Registration

$3600 per person.