BQE CORE + CVG PRESENT
An Introduction to Business Planning for Architects
Now available on demand
Managing a growing design firm offers a variety of unique challenges and opportunities. An unpredictable business environment and a quickening pace of change requires firm owners to adapt, but how can firm owners proactively prepare for growth in uncertain times? In this session, we will demystify the business planning process.
By the end of this session, you will learn how to:
1
Discuss the critical tools, strategies and knowledge necessary for successful small firm management
2
Explore strategies for business planning and management within an environment of unpredictability
3
Examine case studies illustrating best practices of small firm management that maximize creativity and enthusiasm
4
Describe basic business plan components, financial pro forma development, organizational design, and how to create and implement strategic action plans
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Did you know that you can receive one LU for this course?
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Rena Klein, FAIA
Senior Partner, CVG
LEARN FROM AN EXPERT
Rena advises all CVG clients on best practices in finance, operations, organizational design, and ownership transition. She has been instrumental in fostering connections between firms in the CVG network and developing the infrastructure of CVG’s knowledge-sharing community.
Rena is a nationally recognized expert in small firm practice and the author of The Architect’s Guide to Small Firm Management (Wiley, 2010). With 20 years of experience as the owner of a small architecture firm, and over 15 years as a consultant and educator, Rena brings a special understanding of design firms managed by entrepreneurial architects. She taught professional practice in the architecture schools at the University of Washington (1993 - 2003), and at Washington State University (2008 - 2013). Rena served as executive editor of AIA’s The Architect’s Handbook of Professional Practice, 15th edition (Wiley 2013) and is past chair of the National Advisory Group for the AIA Practice Management Knowledge Community.
Rena’s architecture career spans over four decades. She received her Bachelor of Architecture degree from the University of Oregon in 1973, and her Master of Science in Management (MSM) from Antioch University Seattle in 1996. She was named an AIA Fellow in 2006. Rena continues to share her knowledge of the professional practice of architecture through her role at CVG and regular speaking engagements with AIA National, the Custom Residential Architects Network (CRAN), and regional AIA chapters across the U.S. She is based in Corrales, New Mexico.
ABOUT THE SERIES
In this three-part series, we will explore strategies for business planning and effective management within an environment of unpredictability, including case studies, illustrating best practices. Leading a design firm offers a variety of unique challenges and opportunities. An unpredictable business environment and quickening pace of change requires firm owners to adapt, but how can firm owners proactively prepare for growth in uncertain times?
We'll begin by addressing why planning is critical to the success of your small architecture firm; specifically covering basic business plan components, where to begin, and the importance of connecting purpose, finance, marketing, and operations.
The planning overview will be followed by deeper dives into consistent action planning for marketing, business development, finance, and operations. All planning and management elements covered will focus on creating actionable steps for architecture firm leaders, so that your business plan can be used to guide long and short-term strategy and implementation. Register for additional sessions in this series here.
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ABOUT BQE: A PROUD HOST OF THIS WEBINAR
BQE CORE is the award-winning firm management software, created by architects for architects, that project-based firms trust to run their operations for better project outcomes, and more profitable futures. Their fully integrated suite of intuitive tools with 24/7/365 support provides back-office automation to power front-office insights, making firm management more agile, informed, and data-driven. Learn more at www.bqe.com.
ABOUT CVG
CVG is a carefully curated team of specialists with backgrounds in design and business. We understand the nuance of running architecture firms with staff sizes under 20 people because we’ve been there. Our virtual work environment enables us to assemble a unique mix of talent from across the globe. And even though our home bases span across states and countries, we are a close-knit team working together daily to solve your specific challenges.