Business Planning: Creating a Plan that Won’t Collect Dust

08/14/24 | 1:00 PM - 2:00 PM EST

About the Webinar

In these uncertain and unpredictable times, developing client-facing business plans is more important than ever. It can mean the difference between proactively shaping your firm’s future versus being at the mercy of market and competitive forces. Unfortunately, technical professionals tend to delay plan creation waiting for every last bit of data. However, such plans are meant to be ‘living’ documents to be revisited and modified on a regular basis. We will address the components of a business plan, the types of internal and external data that should drive it, and strategies for preventing your plan from becoming a dust collector.

Learning Objectives:

  • Recognize the difference between strategic planning, client-focused business planning, and marketing/BD planning.

  • Recognize the benefits A/E/C firms will accrue from developing robust client-centric business plans.

  • Describe in detail the elements of a robust business planning process, as well as the components of a business plan (we will walk through a sample template).

  • Understand the pitfalls to avoid in business planning.

  • Discover how to instill accountability and maximize your firm’s ROI.

Register for the Webinar:


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Rich Friedman

Founder and President
Friedman & Partners

Rich Friedman is Founder and President of Friedman & Partners (www.friedmanpartners.com), a marketing and management consultancy serving the U.S. and Canadian A/E/C industries. The firm’s niche is crafting and implementing growth strategies through market research; strategic market planning; market positioning and PR strategy/implementation; business development consulting and training; mergers and acquisitions research and outreach; and strategic-level retained executive search. Rich has conducted a number of seminars for professional associations and venues and has been featured in ENR, AIA’s Architect and Practice Management Digest, SMPS’ Marketer, NSPE’s PE magazine, and ACEC’s Engineering Inc. Rich earned a B.S. from Cornell University and an M.S. from Penn State University, as well as an MBA from Babson College (where he was a Summa Cum Laude graduate and a Douglas Scholar in Entrepreneurship).


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Lucas Hayden

Senior Director of AEC Strategy

Lucas leads AEC strategy for Unanet products. Unanet is built to help AEC firms do business better and Lucas, with a background in development, data, education, and client services, works to provide solutions that help firms solve problems, innovate, and refine their business processes.