SESSION 1: Wednesday, September 23rd
SET THE STAGE:  KEYS TO A GREAT STRATEGIC PLAN DEVELOPMENT PROCESS

  • How strategic planning can help your firm succeed
  • Establish your timeline for your strategic plan
  • Gathering the information you really need
  • Best ways to strategic planning (based on PSMJ surveys of over 200 A/E firms)
  • Using a concise SWOT analysis to set your strategic plan development agenda
  • How to judge whether a strategic initiative is really worth pursuing
  • How to link strategic goals and strategies to operational action items

    ACTION PLANNING AND IMPLEMENTATION TOOLS

  • PSMJ’s Management Self-Audit: See where your team can improve 
  • Employee Engagement Survey:  Benchmark for targeted increases
  • Firm Effectiveness Rating Tool:
  • SWOT Analysis: Formalize strengths, weaknesses, opportunities and threats

SESSION 2: Wednesday, September 30th 
ESTABLISH PURPOSE AND GOALS: THE BUILDING BLOCKS OF YOUR GREAT STRATEGIC PLAN

  • Core Purpose: Why you get up in the morning (your passion)
  • Mission: What business you want to be in
  • Values: What’s more important than profits
  • Success Formula: What has brought you to where you are now
  • Culture: Your firm’s “personality”

    ACTION PLANNING AND IMPLEMENTATION TOOLS

  • Simplifying WHY  Your Firm in Business
  • How to determine business or practice focus 
  • Culture Assessment Tool: Is Your Firm Empowering or Controlling?
  • Client Focus Assessment Tool
  • Colleague Commitment Assessment Tool
  • Accountability Culture Test
  • Your Work-Life Balance Assessment

SESSION 3: Wednesday, October 7th
MAP OUT STRATEGIC MARKETING AND BUSINESS DEVELOPMENT: BUILD YOUR BACKLOG AND PIPELINE 

  • Which markets, clients and projects to pursue
  • Exploiting current niches, and finding new ones, as a fundamental strategic commitment
  • Prioritizing  business development opportunities
  • Improving proposals and presentations
  • Securing intellectual property
  • New market opportunities by location, client type and practice areas
  • Increasing wallet-share from existing high-quality clients
  • Avoiding common A/E/C reorganization failure points
  • The best organizational structures
  • Aligning your structure to your markets
       ACTION PLANNING AND IMPLEMENTATION TOOLS:
  • Evaluation of current and needed service quality level
  • Evaluation of clients worksheet
  • Marketing plan template
  • Bookings/Revenue forecast

SESSION 4: Wednesday, October 21st
MASTER PROJECT DELIVERY: STRATEGIC PM , TECHNOLOGY, AND STAFFING
MANAGEMENT

  • What your project mix should look like
  • Aligning PM headcount to projected needs
  • Autonomous vs. tightly managed PMs
  • Incorporating the best project management practices 
  • Current technology adoption best-practices and standards
  • 5 steps to building a high-performance organization
  • Family culture vs. business culture
  • Employee engagement
  • Employee performance evaluation & coaching
  • Employee compensation & bonuses
  • Employee benefits
  • Recruiting
        ACTION PLANNING AND IMPLEMENTATION TOOLS:
  • Level of PM Empowerment
  • Quiz: Does Your Firm Have a  good Project Management Culture?
  • How PMs Fit Into Your Firm’s Structure
  • Quiz? How Well Do Your PICs Know the Status of Your PMs’ Projects?
  • Prototype Project Work Plans
  • Developing a QA Program for Your Firm
  • Project Risk Assessment
  • Information Technology Questionnaire
  • Technology Vision
  • The PSMJ Human Resource Model
  • Performance Counseling Report
  • Decision Day for Substandard Employees
  • Questionnaire to Departed Employees
  • Benchmarking the Effectiveness of Your Bonus Program

 

SESSION 5: Wednesday, October 28th
ATTACK YOUR CORE STRATEGY ELEMENTS: FINANCIAL MANAGEMENT, LEADERSHIP DEVELOPMENT, AND OWNERSHIP TRANSITION 

  • The 3 factors that control profitability
  • Use benchmarking to improve financial performance
  • Make overhead an investment to optimize, not an expense to cut
  • Determining your optimum pricing structure
  • Accelerating cash flow
  • Leadership development as retention tool
  • PSMJ’s 5-step approach to developing new leaders fast
  • Using the PeopleMap and Harrison Assessments to select future leaders
  • Special considerations when selecting a new CEO
  • How to relinquish control
  • Ownership Transition Decision #1: Sell internally or externally?
  • Common pitfalls in internal ownership transition – and how to avoid them
  • PSMJ’s 6-step process for successful internal ownership transition
  • Finding the true value of your firm
  • Financing the ownership transition

ACTION PLANNING AND IMPLEMENTATION TOOLS:

FINANCIAL MANAGEMENT TOOLS

  • PSMJ’s Latest Financial Benchmarking Data
  • PSMJ’s Optimum Pricing Model
  • PSMJ’s Latest  Key Manager Utilization Benchmarking Data
  • PSMJ’s Latest Major Non-labor Overhead Costs Benchmarking Data
  • Sharing Financial Information
LEADERSHIP DEVELOPMENT TOOLS
  • Quiz: How Well Do You Delegate?
  • Your Personal Replacement Plan
  • Identifying Your PeopleMap style
  • Communicating Effectively With Other PeopleMap Styles
  • Leadership Criteria
  • Leadership Development Plan Format
  • Leadership Evaluation Questions
OWNERSHIP TRANSITION TOOLS
  • Leadership Transition Guide
  • Quiz: What Stage Is Your Firm In Its Ownership Structure?
  • Ownership Transition Survey
  • PSMJ’s 72-point Checklist for Buy-Sell Agreements
  • Stock Unit Plan Example

 

SESSION 6: Wednesday, November 4th
MOVE FROM TALK TO ACTION: SUCCESSFULLY FINALIZE AND IMPLEMENT YOUR STRATEGIC PLAN

  • Make Action Plans consistent with your strategic goals
  • Linking your strategic goals to people who will implement them
  • Establishing accountability for everyone to meet commitments
  • Contingency planning for unforeseen challenges
  • Dealing with market disruptions that are beyond your control.
  • When in a crisis, what are the important actions to take?
  • Providing key staff with stability
  • Ownership of what we control and what we influence
  • What are the implications of a crisis on our strategic goals?

ACTION PLANNING AND IMPLEMENTATION TOOLS:

  • Agenda for Follow-up Meetings
  • Idea Ranking Form
  • Alignment of Strategic Plan with Annual Business Plans

PLUS INTERACTIVE AND ENGAGING OFFLINE ACTIVITIES!

In addition to 12 hours of LIVE training in manageable 2 hour sessions, you have the option of adding offline activities that help you apply everything you've learned. Far from theoretical, "pie-in-the-sky" busy work, these are real-world tools that show you how your Master Class' most valuable formulas, processes, and proven strategies all fit together to craft the perfect strategic plan. Your Online Master Class instructors are always there to help you complete them, too.

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