WKT Strategic Growth Plan

2026 Strategic Direction

INTERNAL - CONFIDENTIAL

1Core Focus

Our fundamental purpose and the specific niche we dominate

Purpose

Powering the infrastructure for how regulated sectors train, certify and prove it.

Our Niche

Advancing careers in regulated industries through tailored training and tools.

2Market Opportunity

Why here, why now — the market dynamics that make this our moment

TAM / SAM / SOM — The Scale of the Opportunity

WKT operates in a large, fragmented, and underserved market. Regulated training is non-discretionary for employers — it is a compliance obligation, not an optional spend. This structural demand creates durable, repeat-purchase revenue that is largely recession-resistant.

Total Addressable Market
~$5.8B+
Total across all 10 credential-sensitive sectors in Canada
Serviceable Addressable Market
$180-220M
Reachable with current platform & go-to-market model
Serviceable Obtainable Market
$28-35M
Realistic 2026-2027 revenue target at projected market share

Current Position — The Gap

WKT's current revenue of approximately $14M CAD represents roughly 2.1% of the Canadian TAM. Even within Open Lanes only, the company captures a fraction of what projections show is achievable at modest market-share targets.

2025 Revenue
~$14M
2026 Target
$22-28M
2027-28 Target
$40-50M

All 10 Credential-Sensitive Sectors

WKT's market opportunity spans 10 credential-sensitive sectors ranked by strategic priority, sector TAM, and execution readiness.

# Sector Sector TAM Open Market Priority 2026 Target
1 Regulated Professions & Commerce $179M+ $58M ★★★★★ $7.2M
2 Industrial, Construction & Resource ~$1.8B ~$1.1B ★★★★☆ TBC — MIS
3 Transportation, Mobility & Infrastructure ~$1.2B ~$800M ★★★★☆ TBC — MIS
4 Retail, Hospitality & Consumer Safety ~$500M ~$450M ★★★★☆ Storefront ARR
5 Public Health & Human Services ~$1.0B ~$600M ★★★☆☆ Coalition play
6 Security, Enforcement & Protection ~$400M ~$280M ★★★☆☆ Platform focus
7 Environmental & Sustainability ~$350M ~$250M ★★★☆☆ Experiment
8 Community, Recreation & Youth ~$250M ~$220M ★★☆☆☆ Association play
9 Agriculture & Agri-Food ~$200M ~$160M ★★☆☆☆ Experiment
10 Outdoor Recreation & Conservation ~$150M ~$130M ★★☆☆☆ Niche/association

The Strategic Takeaway

The addressable opportunity across WKT's 10 sectors is enormous — conservatively $5.8B+ in Canadian sector TAM with over $4.0B in open or accessible market.

WKT's advantage is not content — training titles are becoming a commodity. The advantage is outcomes: getting workers trained and re-skilled faster than any alternative, in industries that cannot afford slow credentialing, and proving it cryptographically in real time.

The converging stack — RapidLMS + ALF + Oliu+ — has been 4 years in the making. The market is only now starting to understand why verifiable credentials matter. That convergence is not luck. It is positioning.

3Strategic Pillars

How we win — the 3-5 big themes that drive everything we do

1

Grow the Trusted Network

Expand the number and quality of organizations that participate in WKT's regulated-training ecosystem as issuers, verifiers, storefront partners, or resellers.

Includes: Storefront partners, associations, regulators, employers/Corporate Buyers, credential issuers and verifiers

2

Expand High-Value Regulated Programs

Grow the portfolio of owned regulated training programs where WKT can become the preferred and trusted provider — programs that compound network and infrastructure value.

Excludes: Low-leverage one-offs, non-regulated content, programs that do not compound

3

Strengthen the Trust Infrastructure

Increase the credibility, adoption, and defensibility of the verification, credentialing, and intelligence systems that make regulated training trusted at scale.

Includes: Oliu+, ALF, MIS, SOC 2 compliance, employer recognition

The Pillar Decision Filter

Every new opportunity is scored against the pillars before resources are committed:

Pillar Score Decision Rule
Advances 3 of 3 pillars ACCELERATE — allocate full resources immediately
Advances 2 of 3 pillars ADVANCE — include in roadmap with clear owner and Rock
Advances 1 of 3 pillars only EXPERIMENT — time-box to 90 days with explicit kill criteria
Advances 0 of 3 pillars KILL — document why and communicate clearly to the team
Short-term revenue but undermines trust KILL — non-negotiable regardless of dollar value

4Strategic Lane / Initiative Map

The specific bets we're making — what we're pursuing, experimenting with, and explicitly not doing

Market Lane Priority Matrix

Lane Sector Industry TAM Priority Status Stage Strategy Execution
CIRO — Securities Exam Prep Regulated Prof. & Commerce Investment & Securities $13.7M P0 — NOW OPEN Execution Establish dominant market position as preferred vendor for Exam Prep for 9 CIRO regulated credentials. Beta B2B Group
Secure new B2B relationships with target 165 Dealer Firms
LLQP (Life License Qualification) Regulated Prof. & Commerce Insurance $9.5M P0 — NOW OPEN Strategy / Execution Become most trusted, integrity-first LLQP provider for high-volume MGAs. High need for Oliu credentials. Win WFG Business
Finalize Workflow Model with ALF
Regulatory Confirmation
Launch new product offering
First Aid Training All Sectors First Aid ~$200M+ P0 — NOW OPEN Execution Be the technology infrastructure and distribution network that powers Canada's First Aid ecosystem. Play 01: Power the Storefront — Recruit Approved First Aid credential owners onto WKT platform
Play 02: Own the Verification Layer — Oliu tamper-proof credentials
Sales Team Focus to expand
Skilled Trades / Red Seal (B2L Partnership) Industrial, Construction & Resource Apprenticeship ~$500M+ P0 — NOW OPEN Execution Platform and jointly produce content with B2L. WKT provides tech stack (RapidLMS + ALF), Learning team support, delivery infrastructure. Priority trades: Construction Electrician, Industrial Electrician, Plumber, Welder, Millwright, Steamfitter/Pipefitter, Instrumentation Tech, Heavy Duty Equipment Tech, Boilermaker, Gasfitter A&B, HVAC-R
Dual Ticketing: B2B employer play (oil sands, refineries, ICI)
Oliu: portable verified Red Seal credentials across provinces
OH&S / Safety Training Schools Industrial / Transportation OH&S Training ~$1.8B P0 — NOW OPEN Execution Trusted infrastructure partner for training schools. Leverage our technology to simplify admin burden, resell content from online training library. Sales Team Focus to expand
iGaming Training (Alberta AiGC) Retail, Hospitality & Consumer Gaming $250K P1 — SOON OPEN Market Intel Deep Dive Position as approved training provider for AiGC-regulated operators. First-mover advantage in newly regulated market. Replicate managed storefront model. Chris LaBossiere leading
Monitor AiGC regulatory timeline
Prepare accreditation application
Real Estate Licensing Regulated Prof. & Commerce Real Estate $117M+ ON HOLD PAUSED On Hold Educate regulators about AB success to get program approved or platform monopoly providers. Focus first on Maritimes and Territories
Reprioritize in Q2 after more data, and RECA has published new pass rates
Mortgage Licensing Regulated Prof. & Commerce Mortgage $5.3M P1 — SOON EXPLORING Market Intel Deep Dive Open Market in Ontario, Alberta (potentially others). Develop our own product offering for this space. Present a briefing case, and if approved, add it to the development roadmap for ALF
BC RIA (Restricted Insurance Agency) Regulated Prof. & Commerce Insurance TBC P1 — SOON EXPLORING Market Intel Deep Dive Seek ICBC accreditation. One course serves 5 provincial RIA regimes. WKT's existing B2B dealer and brokerage relationships are natural distribution channel. URGENT: Register for March 11, 2026 ICBC webcast
Submit feedback before April 27 consultation deadline
Size BC buyer population by class of business — MIS priority Q2 2026
Food Handler / Food Safety Retail, Hospitality & Consumer Food Service ~$80M+ P1 — SOON EXPLORING Market Intel Deep Dive B2B employer portal play targeting large QSR chains and food retail. Bundle food safety with WHMIS. go2HR partnership in BC as hospitality sector beachhead. Map provincial approved provider requirements
Develop B2B employer portal pitch for top 10 QSR chains
Bundle with WHMIS for retail — Danatec cross-sell
FINTRAC / AML Compliance Cross-Sector Compliance ~$50M+ P2 — ADVANCE EXPLORING Sniff Test Leverage existing B2B relationships across CIRO dealers, LLQP carriers, RELO brokerages. One compliance product travels through every employer portal WKT is building. RECCE sniff test Q2 2026
Size reporting entity population by sector
Competitive scan for existing providers
Defense / Military Training Security, Enforcement & Public Protection Defense TBC P2 — ADVANCE EXPLORING Gather Market Intelligence Explore training and credentialing opportunities in defense sector. Potential for specialized compliance, security clearance training, and credential verification. Initial market intelligence gathering
Identify key stakeholders and procurement contacts
Assess regulatory requirements and credential needs

Detailed Sector Breakdowns

Comprehensive lane-by-lane strategies organized by sector, including execution plans and resource allocation decisions.

Sector 1: Regulated Professions & Commerce ($179M+ TAM)

Lane Industry TAM Stage Strategic Direction & Execution Plan
CIRO — Securities Exam Prep Investment & Securities $13.7M Execution Establish dominant market position as preferred vendor for Exam Prep for 9 CIRO regulated credentials. Beta B2B Group: Secure relationships with target 165 Dealer Firms.
CIRO — Mutual Fund Investment & Securities TBC On Hold Closed market, CSI monopoly. Lobby CIRO and industry to open market like Securities. Deprioritize until Q3/Q4 2026. Not Active.
Life License Qualification Program (LLQP) Insurance $9.5M Strategy / Execution Become most trusted, integrity-first LLQP provider for high-volume MGAs. Maximize learner outcomes without compromising regulatory confidence. Plan: Win WFG Business, Finalize ALF Workflow, Regulatory Confirmation, Launch new product. High need for Oliu credentials.
Real Estate Licensing Real Estate $117M+ Execution Educate regulators about AB success to get program approved in other provinces, or platform monopoly providers. Closed market except AB. Focus: Maritimes and Territories first.
Mortgage Licensing Mortgage Licensing $5.3M Gather Market Intelligence Closed market except AB. Similar strategy to Real Estate Licensing — leverage AB success for national expansion.
BC RIA — Restricted Insurance Agency Insurance TBC — MIS Q2 Market Intel Deep Dive Seek ICBC accreditation. Effective Jan 1, 2027. One course serves 5 provincial RIA regimes. WKT's B2B dealer/brokerage relationships are natural distribution. URGENT: March 11 ICBC webcast, April 27 consultation deadline. Size BC buyer population Q2 2026.

Sector 2: Industrial, Construction & Resource Operations (~$1.8B TAM)

Lane Industry TAM Stage Strategic Direction & Execution Plan
Skilled Trades / Red Seal (B2L Partnership) Apprenticeship & Trades $5M JV Opportunity Framing Assess JV opportunity. Glenn reviewing B2L Agreement. Risk: Partnership demands and heavy ALF/Platform investment. Decision: Either commit strategically or exit. Next: Legal review, decision by end Q1 2026.
OH&S / Safety Training Schools Industrial OH&S TBC — MIS Gather Market Intelligence Platform play: Power instructional schools with RapidLMS + Oliu credentials. Competition from compliance-tool platforms. Size: highly fragmented, provincial variation. Defer to Q2 2026.
First Aid Training All Sectors ~$200M+ Execution Power approved training providers and their networks of trainers/instructors. Blended learning requirements prohibit program ownership. Focus: platform dominance. High need for Oliu credentials. TBC execution plan.

Sector 3: Retail, Hospitality & Consumer Safety (~$500M TAM)

Lane Industry TAM Stage Strategic Direction & Execution Plan
iGaming Training (AiGC / Ontario) Gaming / iGaming $250K+ Market Intel Deep Dive Establish training partnership early in market formation. SafeGaming platform to Bill Eaton and Dan Keene. Follow-up discovery on mandatory training. iGO ON potential expansion pending AB success.
Cannabis Retail Training (CannSell) Cannabis Retail NA — Owned SCALE Maintain category leadership. Scale DTC and B2B. Credentialing with Oliu. No heavy strategic investment required — defensive hold.
Alcohol Server Training (ServeSafe-style) Alcohol Service TBC — MIS Gather Market Intelligence Open to Oliu-first strategy. BC LCRB as strategic beachhead. Map regulatory landscape Q2 2026.
Food Handler / Food Safety Food Service TBC — MIS Gather Market Intelligence Provincial variation, voluntary uptake. Credential verifiability opportunity. Defer until Q3/Q4 2026 unless strategic partner emerges.

Sector 4: Security, Enforcement & Public Protection (~$400M TAM)

Lane Industry TAM Stage Strategic Direction & Execution Plan
Security Guard Pre-Licensing (AB) Private Security TBC Gather Market Intelligence
Use of Force / De-escalation CE Private Security TBC Gather Market Intelligence
Loss Prevention / PI Licensing Investigations / LP TBC Gather Market Intelligence
Fire Safety (NFPA, Sprinkler Fitter) Fire Safety TBC — MIS Gather Market Intelligence

Sector 5: Transportation, Mobility & Infrastructure (~$1.2B TAM)

Lane Industry TAM Stage Strategic Direction & Execution Plan
TDG Part 6 (Transport Canada) Dangerous Goods Transport Owned — TBC Value Execution Monitor Transport Canada policy updates. Maintain leadership position as regulations evolve. Existing Danatec strength.
Hours of Service / NSC / CVOR Fleet & Carrier Compliance TBC Gather Market Intelligence Platform play for carrier/fleet compliance. Defer to Q3 2026 unless carrier partnership surfaces.
Airside Vehicle Operator Permit (AVOP) Airport Operations Niche Gather Market Intelligence Credential-critical, airport-controlled. Niche but recurring. Assess Q3 2026.
Rail Safety Awareness Rail Transport Niche Gather Market Intelligence Highly specialized, small TAM. Monitor but do not pursue unless large employer emerges.
Carrier Compliance / Fleet Safety (FSI Platform) Fleet & Trucking TBC — Platform SCALE FSI platform = owned channel. Leverage for all transportation/trucking compliance. Cross-sell opportunity.

Cross-Sector Opportunities

Lane Applicability Stage Strategic Direction & Execution Plan
FINTRAC / AML Compliance Training Financial, Real Estate, Gaming, MSBs Gather Market Intelligence Mandatory for reporting entities. High credential verification value. Natural extension for finance/RE/gaming lanes. Evaluate Q2 2026.
Workplace Harassment & Violence Prevention All Federally Regulated Employers SCALE Mandatory for federally regulated workplaces. Existing Danatec content. Cross-sell into B2B enterprise. Low strategic investment required.

5Execution Roadmap

How strategy becomes action — 2026 quarterly Rocks and team-level priorities

2026 Annual Plan

Q1 2026

  • Rock 1
  • Rock 2
  • Rock 3

Q2 2026

Quarterly Rocks to be added

Q3 2026

Quarterly Rocks to be added

Q4 2026

Quarterly Rocks to be added

6Goals & Metrics

What success looks like in 2026 — quantified targets with clear timeframes

$XX M
Revenue Target
By End of 2026
XX%
Market Share
Target Segment
XXX
Customer Count
Active Clients
XX%
Growth Rate
Year-over-Year
$XXX K
Average Deal Size
Enterprise Contracts
XX%
Customer Retention
Annual Retention Rate

Operational KPIs

Additional operational metrics and KPIs to be added