Strategic Planning and Positioning

Many architecture and engineering firms struggle with strategy not because they lack ideas, but because they lack focus. This session helps firm leaders turn analysis into a clear, actionable strategy that guides day-to-day decisions and long-term growth. Led by Emily Hall, a seasoned A/E strategist and MBA-trained firm leader, the session explores how to define a defensible niche, clarify your value proposition, and balance the tension between growth and focus. Rather than abstract theory or overly rigid frameworks, this session focuses on practical ways firm leaders can bring greater clarity and alignment to their organizations. Attendees will explore how strategic choices show up in real decisions about markets, clients, and resources, and how small shifts in focus can create meaningful momentum. The takeaway is not a finished playbook, but a clearer strategic lens leaders can use to guide conversations, set priorities, and move their firms forward with confidence.

Upon completion of this course, the Learner should be able to:

  • Identify the core elements of an effective strategic planning process for architecture and engineering firms, including positioning, focus, and resource alignment.
  • Evaluate how market selection, client mix, and firm capabilities influence competitive advantage and long-term firm performance.
  • Apply strategic analysis tools, such as SWOT, to connect internal strengths and constraints with external opportunities and risks.
  • Use strategic thinking frameworks to guide leadership decisions that support consistent project delivery, operational stability, and the health, safety, and welfare of the public.

Approximately 1 hour. Delivered via webinar or face-to-face presentation. Available sessions shown below.

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This course is registered with: 1 Industry Association(s)

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