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Small Firm Management Workshop Series – Best Laid Plans: Business Planning for Small Firm Architects

In this 3-part Small Firm Workshop Series, Rena M. Klein and her colleagues at Charrette Venture Group will offer foundational knowledge, strategies, tools and resources for successful small firm management. Ideal for small firm architects and owners, these highly interactive half-day sessions will include informative presentations, case study examples, workshop activities and ample time for peer-to-peer discussion.

SESSION 1: Best Laid Plans: Business Planning for Small Firm Architects

Managing a small design firm has always presented challenges. While small firms have the potential to maximize creativity and enthusiasm, they can also suffer from uneven workloads, poor productivity, and lack of available resources. These difficulties have only increased as unpredictability has intensified and the pace of change has quickened. Given these conditions, how can firm owners plan ahead and have any level of certainty about the future? We will explore strategies for business planning and management within an environment of unpredictability, including case studies illustrating best practices. Topics covered include basic business plan components, financial pro forma development, organizational design, and how to create and implement strategic action plans.

SINGLE SESSION COST

$136 – AIA Members + Government Employees + Partners
$79 – Assoc. Members
$246 – Non-Members
$23 – Students + Scholarships


*Individual Session Registration for Session 1 Only*  Registration deadline is April 16.  

SESSION LEARNING OBJECTIVES

  • Discuss the critical tools, strategies and knowledge necessary for successful small firm management
  • Explore strategies for business planning and management within an environment of unpredictability
  • Examine case studies illustrating best practices of small firm management that maximize creativity and enthusiasm
  • Describe basic business plan components, financial pro forma development, organizational design, and how to create and implement strategic action plans

SESSION SPEAKERS

Rena Klein FAIA, VP of Investment Partnerships | Emily Hall, VP of Marketing

All speakers subject to change.

SERIES DATES

Sessions 1-3: Wednesdays, 8:00 am – 12:45 pm at MG2

April 18, 2018 – Best Laid Plans: Business Planning for Small Firm Architects
July 18, 2018 – Marketing and Business Development Basics for Small Firm Architects
October 17, 2018 – Beyond Intuition: Financial Management for Small Firm Architects


SPECIAL THANKS TO THE CHARRETTE VENTURE GROUP AND OUR SMALL FIRM SERIES SPONSORS:


Program Questions?
Contact AIA Seattle Program Manager Cassie Blair.

Registration and Credit Questions?
Contact AIA Seattle Volunteer Hospitality Missy Garvin.

Sponsorship Questions?
Contact AIA Seattle Managing Director Kimber Leblicq.

Details

Date
April 18, 2018
Time
8:00 am - 12:45 pm
Event Price
$60 - $642
Class Credit
4 LU

Organizer

AIA Seattle
Phone
(206) 448-4938
Website
https://aiaseattle.org/

Venue

MG2
1101 Second AVE
Seattle, 98101
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