Marketing Retreat
A Retreat to Create an Actionable Plan for the A/E/C Firm

“Very uplifting seminar that inspires you to be extraordinary and get recognized for your natural talents.”
Shari Harris, CPA, New York

 

Description
 The Marketing Retreat is designed to create a yearly plan for business development. Participants
are taken through a process to assess goals, strategies and measures for the firm. The 12 Business Development strategies are explored, and the group chooses which ones best suit their markets, goals and marketing talents. Most important, each professional is asked to commit to individual action to raise the firm's profile. The deliverable for the day is a document detailing each
of the steps at the right.

Because of the special nature of this retreat, we would recommend that a scribe with laptop computer be assigned to each planning team. As each module is completed, the scribe transfers
the information into the planning document template. At the end of the day, the planning document
is complete!

Objectives
During this workshop, your staff members will:
•  Assess the current performance of organization marketing efforts
•  Revisit your mission and vision
•  Identify strengths and limitations
•  Set goals – near- and long-term
•  Brainstorm ideas for change
•  Create measures for success
•  Create a short, concise marketing plan
•  Commit to personal responsibility for the plan

Typical Agenda
Revisit and Refine Mission & Vision
Define firm's “Perfect Client”
Understand Client Genealogy
Create the Firm Scorecard
Develop a MAP Plan (Marketing, Advertising, Promotion)
The STRIDES Model of Planning
•  Situation – What is happening now?
•  Target – Where do you want to be?
•  Restraining Forces –What is keeping you from reaching the goal?
•  Ideas for Change
•  Decision – What will you do?
•  Evidence – How will we know it's working? Measures for success
•  Structure – Who is going to do what by when?

Note: The Marketing Retreat fee includes a full day of consulting to customize the process to your business.

Methods
This workshop is highly interactive. All the following methods of interaction and facilitation will be used:

  • Group Discussion
  • Evocative Questions
  • Recording Group Responses
  • Small Group Discussion
  • Small Group Brainstorming
  • Lecturettes (less than 15 minutes each)
  • Skill Exercises

Benefits
•  Increase revenues
•  Improve teamwork and morale
•  Create actionable goals
•  Increase organizational effectiveness

Who Should Attend
Principals, professional staff, project managers, superintendents, marketing staff
Time: 8 hours

Call now to discuss Catherine Jewell's availability for your meeting. 800-829-5648

  
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