A three-year construction strategic plan for general contractors, specialty subcontractors, and construction-management leaders in Taskade. Anchors vision to project-portfolio and capacity economics.
What's Included
- Strategy Tree: Mind Map view with vision → three-year goals → annual themes → quarterly OKRs
- Project Portfolio Database: Table with backlog, gross margin, schedule risk, and capacity-load per project
- Capacity Agent: AI agent reads bid pipeline and crew capacity and surfaces over/under-utilization risks
- Bid Pipeline Tracker: Active bids by stage with automated alerts for award announcements
- Owner Pack Generator: Quarterly pack with backlog, margin, safety, and capacity narrative
- Safety Trend: Recordable rate and near-miss trend by site
Why This Template Wins
- Backlog and capacity together: The capacity agent surfaces when bid wins would overwhelm crews — letting leaders pace the bid strategy
- Margin discipline: Per-project margin tracking lets leaders identify chronic-loss project types and adjust the bid filter
- Safety as strategy, not afterthought: Safety trend tracking elevates safety in the executive pack
How to Use
- Clone this template into your Taskade workspace
- Customize project types, capacity targets, and bid filters
- Connect your project-management, accounting, safety systems
- Train the Capacity Agent on your crew structure
- Set up automation triggers for bid alerts and quarterly pack
FAQ
Does this work for general contractors and specialty subs?
Yes. General contractors emphasize project-portfolio mix and self-perform vs sub strategy; specialty subs emphasize crew utilization and channel-partner relationships.
Can the agent screen bid opportunities?
Yes. The agent reads incoming bid invitations against your fit criteria and scores them on probability of win, margin potential, and capacity fit.
What plan supports a 50-person construction firm?
Pro ($16/mo annual) handles the team. Business ($40/mo) adds extended audit logs and cross-project analytics.
CTA
Try this template free in Taskade. For project-management integration, see /learn/automation/automations-execution. Pair with the Operations KPI Tracker. Browse construction apps in the Community Gallery.