Architectural, Engineering & Construction Firms
Strategic Planning
Take Control of the Direction Your Firm Is Headed
As a leader of your organization, you are likely pulled in many directions throughout the day. Whether it’s addressing other people’s emergencies, putting out fires or stuck in long and only semi-productive meetings. You likely work long hours just to keep up with the urgent and most important tasks that arise on a daily basis.
For many leaders, it feels near impossible to step away from the day-to-day and reflect more strategically about if what they’re doing is actually getting them to where they want to be. Yet achieving results like - more revenues, greater profits, more capable employees, operational efficiencies, more successful projects, smoother running firms with more ideal clients - doesn’t come from simply working hard and doing things the way they’ve always been done.
Ask Yourself:
Where do you want to be in the next five years?
What strategies will it take to get you there?
Is your entire team onboard and helping you guide the ship?
A well-orchestrated strategic plan casts a crystal-clear vision of where your organization will be in one, three or five years. It identifies concrete action steps to get you there, and energizes your team like nothing else!
Carol Sente’s 5-Step Strategic Planning Process for A/E/C Firms
I spent decades shaping my own organization’s processes at my previous architectural firm, encouraging team members’ growth, and building a leadership presence in public safety and recreation markets. I understand how precious your time is—and I’m not here to waste it. I’m serious about helping my clients achieve their goals—that means the work doesn’t stop at simply having a written strategic plan that gets lost in your desk drawer or on the shelf.
1
Prepare for Your Strategic Planning Retreat
Together we clarify your retreat objectives, determine which team members will be involved and in what capacity, review previous planning documents, and conduct pre-retreat questionnaires.
2
Facilitate Your Strategic Planning Retreat
Together we hold an all-day retreat with selected stakeholders to conduct a SWOT analysis, discuss the strategic planning process, identify SMART goals, engage in team building exercises, develop goals and key strategies.
3
Receive Your Written Strategic Plan
This concise written document helps you take control of the direction your firm is headed.
4
Get Your Entire Team On-Board
Together we discuss how to communicate the plan to your entire team so that they are invigorated!
5
Make Sure You’re Accomplishing Your Goals
Together we meet every two months for progress updates, discussions, and group decisions.
Equally educational and enjoyable.
“I have known Carol professionally for over a decade. Most recently, she has hosted several strategic planning retreats and meetings which have been customized to suit our firm’s unique needs. The experience has been equally educational and enjoyable. She has also motivated an introspective review of our firm’s future, specifically as it relates to succession planning. I look forward to our continued relationship with Carol, and I am confident in the results which will come from her astute guidance. I highly recommend Carol for anyone seeking improvement in their leadership skills and business practices.”
—Seth D. Michael, S.E. | Principal, McCluskey Engineering Corporation
Insight and training that I didn’t necessarily receive from my architectural training.
“I have had the privilege of working with Carol as a co-worker and as a student of her training seminars. Her vast knowledge of the A/E [architecture/engineering] industry and her insight on business and marketing strategies have been an asset to me personally and those who have worked and attended her training sessions. She offers insight and training that I didn’t necessarily receive from my architectural training. I would recommend that anyone who is looking for assistance with growing in their markets, business development strategies, or improvements in communications and client relations engage Carol.”
—Bryan Mason, AIA | Former Principal, FGM Architects
Measurable Results Begin with Meaningful Strategies
Having helped quadruple our architectural firm’s profits, spearhead the firm’s market specialization and practice into other states, and create an award-winning Project Management process, I know that measurable results start with meaningful strategies.
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