Best Laid Plans: Business Planning for Small Firms Workshop

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November 14, 2017
1:00 PM - 5:00 PM
3200 Southwest Freeway
Suite 900
Houston, TX 77027

Brought to you by the Small Firm Roundtable


This 4-hour interactive workshop, led by a nationally recognized expert in small firm practice and author of The Architect's Guide to Small Firm Management,  presents strategies for business planning within the
current environment of unpredictability, including case studies illustrating best practices.
Participants will learn about the major components of a business plan—purpose,
finance, marketing, and operations—and practical techniques for plan development and

The workshop includes short lectures and numerous opportunities for participants to
discuss and to apply the content material. Topics covered include the life cycle of a
typical small firm, why owners should plan, obstacles to planning, and how to implement
action plans. In general, business planning for small firms will be approached as a
process involving strategic thinking, rather than the creation of a static document.

Learning Objectives
1. Attendees will build skill in business planning through increased understanding of
management theory and its application to small firm practice.

2. Attendees will explore models, templates, and processes relating to business
planning in unpredictable and fast changing conditions.

3. Through case studies in emerging practice models, attendees will be introduced
to expanded possibilities for their small firms.

4. Through facilitated dialogue, attendees will exchange experiences and insights
about small firm business planning with colleagues

Rena M. Klein FAIA is a nationally recognized expert in small firm practice and author
of The Architect’s Guide to Small Firm Management (Wiley, 2010). With 20 years of
experience as the owner of a small architecture firm, and over 15 years as a consultant
and educator, Rena brings a special understanding of design firms managed by
entrepreneurial architects. Rena served as executive editor of AIA’s The Architect’s
Handbook of Professional Practice, 15th edition (Wiley 2013) and is past-chair of the
national Advisory Group for the AIA Practice Management Knowledge Community. As a
principal of Charrette Venture Group, working as part of a team of skilled consultants,
Rena specializes in financial management, operations, and organizational design. More

4.0 AIA Learning Units