BETTER PLANS START WITH BETTER INFORMATION.
Planning season brings a lot of decisions. The right resources can help you make them with more clarity.
We’ve gathered some of our most useful planning tools, frameworks, articles, and programs here in one place. Whether you’re gathering the intelligence you need to get started, building a business plan, or looking for support along the way, start with what feels like where you are right now.
PLANNING TOOLS + RESOURCES
- Annual Growth Planning Checklist
Know what to gather before the planning conversation starts. Use this checklist to identify the internal performance data, market intelligence, and planning inputs you have, what you still need to learn, and where research can help narrow the choices.
- The Clarity Framework
A practical framework to help your team move from information and ideas to clearer priorities, decisions, and next steps.
- Fall Planning Season: Simplified and Defined
Understand the key types of planning AEC firms undertake, including their purpose, participants, timing, and accountability.
- Using Market Research to Develop Effective Business Plans
Learn how to gather and use market research to make better-informed decisions and build a stronger business plan.
- How Market Research Can Influence Your Growth and BD Plan
Explore how market intelligence can help your firm identify opportunities, focus business development efforts, and make more informed growth decisions.
- Demystifying Annual AEC Business Planning (Podcast)
A conversation about the annual AEC business planning process and how to approach it with greater clarity.
- Business Plans in 45 Days
A structured approach to building a clear, actionable business plan for your region, sector, or profit center, with options ranging from DIY to more hands-on support.
- LeadForward Strategic Growth Leadership Cohort
A six-month cohort for AEC growth leaders who want to strengthen how they lead growth, make decisions, and move strategy forward with accountability, expert guidance, and peer support.
NEED SOMETHING ELSE?
Not sure which resource or approach fits what your firm is working through? Reach out to Sarah to talk about where you are, what you’re trying to accomplish, and what kind of support would be most useful.
