Most roofing companies enter a new year with excitement,  but very few enter with a plan.
Without intentional planning, you’re left reacting to slow seasons, supply costs, crew shortages, weather changes, and unpredictable cash flow.

At The Roofing Academy, we’ve seen one clear truth:
The roofing companies that grow year after year are the ones that plan ahead — before the season hits.

This blog will walk you through the core concepts of what effective annual planning looks like, why it matters, and what every roofing contractor should be thinking about as we head into 2026.

(And if you want to build this plan with us, step-by-step, join our free webinar on December 9th — details at the end.)

Why Annual Planning Is Critical for Roofing Companies

Roofing is not a smooth, predictable industry.
It’s seasonal. It’s volatile. It’s competitive. It’s labor-dependent.

Annual planning helps you:

• Anticipate busy and slow seasons
  
  
• Protect your margins
  
  
• Build a hiring and training schedule
  
  
• Determine budget and marketing priorities
  
  
• Set realistic revenue and profit targets
  
  

• Create a roadmap for growth instead of winging it
  
  

Most importantly:
A plan lets you run your business proactively instead of reactively.

What Every Roofing Company Should Review Going Into 2026

Annual planning isn’t just about numbers — it starts with clarity.

Here are the big-picture areas contractors need to evaluate before building a plan:

1. Revisit Your Vision, Values, and Brand Messaging

Before you plan your goals, you need to reestablish your direction.

Ask yourself:

• Does our vision still align with where we want this company to go?
  
  
• Are our core values showing up in daily operations and leadership?
  
  
• Does our brand message reflect who we are and why customers choose us?
  
  

Clarity here drives clarity everywhere else.

2. Analyze Your 2025 Performance at a High Level

You don’t need every number yet — but you need to know:

• What worked well this year?
  
  
• Where did we drop the ball?
  
  
• What bottlenecks slowed us down?
  
  
• What mistakes cost us money?
  
  

• What opportunities did we miss?
  
  

This is where the real planning begins:
Not with goals, but with truth.

3. Think About the Targets You Want to Achieve

Before you break them down into monthly or weekly KPIs, simply define:

• What revenue range are we aiming for?
  
  
• What profitability do we want?
  
  
• What markets do we want to grow into?
  
  
• What opportunities do we want to capture?
  
  

You don’t need the mathematical breakdown yet — the webinar will guide that.

Right now, the goal is direction, not calculation.

4. Consider Your Team and Capacity for Growth

Growth requires people.

Reflect on:

• Do we have the right people in the right seats?
  
  
• Where are we understaffed?
  
  
• What roles will we need next year?
  
  
• What training or development is missing?
  
  

A company can only grow to the level of the people inside it.

5. Look at Your Marketing Consistency

You don’t need a full marketing calendar yet — just clarity on what your effort looked like this year:

• Were we consistent?
  
  
• Do we know which lead sources actually performed?
  
  
• Did we rely too heavily on storms or referrals?
  
  

Marketing isn’t something you fix during the season — it’s something you plan before it starts.

6. Evaluate Your Systems and Bottlenecks

You don’t need SOPs right now — but you should identify the gaps:

Where did we lose time?
Where did mistakes happen?
Where did communication break down?

These gaps are where your biggest growth opportunity lives.

Annual Planning Doesn’t Happen by Accident — It Happens by Design

Most roofing companies never create a real annual plan because they:

• Don’t know where to start
  
  
• Don’t know what to include
  
  
• Don’t know the right numbers to measure
  
  
• Don’t know how to break a big goal into a monthly roadmap
  
  

That’s why we’re hosting a free, live strategic training to walk you through it step-by-step.

**Join Us Live: The 2026 Profit Playbook

Strategic Annual Planning for Roofing Companies**

December 9th
2 PM MST
Hosted by: Randy Brothers, Brie Reis & Mike Alvarado
Free to attend

Inside this training, you’ll learn:

• The exact framework top-performing roofing companies use
  
  
• How to set realistic revenue and profit goals
  
  
• How to break those goals into a monthly execution plan
  
  
• How to align your team and create accountability
  
  
• How to build systems BEFORE busy season hits
  
  
• The key numbers every roofing company must track in 2026
  
  

If you want to enter 2026 with clarity, confidence, and a roadmap instead of chaos — this webinar is for you.

Reserve your spot now