Marketing plan

Sessions
5

The process in detail

01

Action Plan

2 steps

Strategy

  1. 1

    Define your goal.

  2. 2

    Start defining your yearly action plan.

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1. Define your goal.

Define your goal. What are your goals for the coming year?🔥 Include at least two KPIs. Identify the departments or team members who are responsible and should be held accountable for reaching this goal.

2. Start defining your yearly action plan.

Add your major steps, events, and milestones that must be taken to achieve your goal. How? Use sticky note or tasks If you are using sticky notes use a different color per department or team. (Define each team or Team member and their tasks and responsibilities by adding information inside the 👫Team/people section) Task or event duration can be shown by making sticky notes longer.

Plan
  • Double click here to enter the goal for this action plan...
  • Milestone or task
  • Milestone or task
  • Milestone or task
02

Competitor's Strategy

4 steps
  1. 1

    Create a quick list of direct competitors & watch this video.

  2. 2

    Evaluate who from that list is recognized as an industry leading company

  3. 3

    Evaluate your key competitors

  4. 4

    Discuss and identify potential weaknesses and opportunities.

Read the full text
1. Create a quick list of direct competitors & watch this video.

Considering your business or product, find 3 competitors similar to you and 2–3 competitors that may be leading or that are in the same ecosystem, but aren't offering the same solution or targeting the same market

Work on the whiteboardCompetitive Matrix
2. Evaluate who from that list is recognized as an industry leading company

Evaluate why these competitors are leading the industry. Focus on their competitive advantage and branding that differentiates them from the rest of the industry.

Tips:

•You can add their name or their logos and place them inside the matrix
•Select your key competitor before you move to step 3.
Work on the whiteboardCompetitive Matrix
3. Evaluate your key competitors

Select a leading competitor or company from those mentioned that is ahead of yours, and evaluate the marketing strategies that competitor uses to target customers and grow their business. (If evaluating two competitors, use one sticky note color per competitor and provide only a brief explanation per sticky note.)

Consider the following questions in addition to your initial thoughts:

•What is their tone of voice, tagline, and website's main keywords?
•What is their value proposition, and what pain points do they focus on?
•What type of content do they create?
•How is their website (design, clarity, CTAs)?
•What social media channels do they use?
•What keywords do they seem to be using? Are they paying for keywords, and what might be organic?

Recommendations: If you are evaluating 2 or more competitors use one sticky note color per competitor. If there are many competitors to analyze try copy and pasting the entire board below.

Work on the whiteboardCompetitive Matrix
4. Discuss and identify potential weaknesses and opportunities.

Evaluate everything from the previous steps and consider the strategies, messaging, advertising, and growth tactics your main competitors may be using. Create a one-page recommendation document outlining these key insights, highlighting tactics that can be adapted, improved, or deployed to win in the market, and addressing the following questions:

•How can you increase your competitive advantage?
•What are your competitors' strengths and weaknesses, and how do they compare with your own?
Write a note
Competitive Matrix
  • Competitive Analysis
  • Logos, Tono of voice, Tag lines, Illustration, Website, etc
  • Blog, PR, Social Media, Youtube, ...
  • How do they solve/help their target market/stakeholders eliminate their pain
  • Design, Illustration, UX, Payment process, Security, Professional Illustration or images, Video, Reviews, etc
  • Identify Your Competitors. Start by listing your main competitors. Consider not only direct competitors but also indirect ones. Those who offer similar solutions or target the same audience differently. Provide a short description of who they are, including their website links in a resources section for easy access.
  • Social media they use and their success post/strategies
  • Organic and paid keywords.
  • Avg spend per advertising/month
  • Industry Leaders
  • YOUR BRAND
  • Competitor
  • Who are they working with? How are they gaining trust?
  • Type of campaigns, style, time, location, target audience
  • Corporate Social Responsibility
  • Sponsorships, Events, Tradeshows, etc
03

SWOT Analysis

4 steps
  1. 1

    Analyze Architecture Market Landscape & External Factors

  2. 2

    SWOT Analysis: Internal Practice Capabilities & External Market Dynamics

  3. 3

    Identify Practice Positioning, Market Gaps & Strategic Takeaways

  4. 4

    Formulate Strategic & Tactical Initiatives for Practice Growth

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1. Analyze Architecture Market Landscape & External Factors

Identify the external drivers shaping the architectural and built-environment sector today. Consider macro factors such as zoning regulations, urban planning mandates, sustainability requirements like net-zero codes, construction cost inflation, interest rate fluctuations, and client demand shifts across residential, commercial, and public typologies.

Write a note
2. SWOT Analysis: Internal Practice Capabilities & External Market Dynamics

Evaluate your architectural firm across the four SWOT dimensions on the whiteboard:

•Strengths: Core design philosophy, specialized typology expertise, prestigious portfolio, technical proficiency (BIM, parametric design), client retention, and awards.
•Weaknesses: Reliance on narrow sectors, project delivery bottlenecks, fee pressure, business development gaps, or limited brand awareness outside your home region.
•Opportunities: Emerging niches such as adaptive reuse, mass timber, municipal RFPs, sustainable retrofits, and strategic joint ventures with engineers or developers.
•Threats: Fee compression, general economic contractions in real estate development, new design-build competitors, and rapid shifts in regional zoning codes.
Work on the whiteboardSWOT
3. Identify Practice Positioning, Market Gaps & Strategic Takeaways

Synthesize the SWOT whiteboard into clear positioning insights. Note the underserved architectural niches you can own, what distinct value proposition separates your firm from competitors, and which high-margin client segments offer the greatest potential for leadership.

Write a note
4. Formulate Strategic & Tactical Initiatives for Practice Growth

Create a one page document and translate findings into actionable tactical and strategic initiatives for your practice:

•Attack: Pursue high-growth project typologies and market gaps leveraging your signature design capabilities.
•Reinforce: Strengthen client relationships, project management rigor, and marketing collateral.
•Avoid: Mitigate risks by avoiding low-margin commodity bids or overly speculative proposals.
•Tactics: Define BD targets, award submission calendars, and strategic developer partnerships.
Work on the whiteboardSWOT
SWOT
  • 01
  • DEFINE YOUR SITUATION
  • This is a sticky note.
  • Internal product or business factor that puts it at a disadvantage when the customer or stakeholders are competing for your product or business to other alternatives.
  • Strengths are an internal factor of the product or services that provides an advantage over other products. They are normally considered as a competitive advantage. These kinds of features can be a product or business characteristic.
  • This is a sticky note.
  • 02
  • EXTERNAL FACTORS AFFECTING YOUR BUSINESS OR SOLUTION.
  • Opportunities are external to the product or business and normally are related to partnerships and strategies. Some companies also add the strategies that are currently in consideration in this section.
  • External factors impacting or that can impact the product or business. This area is sometimes preventive and can focus on forecasting new technologies, policies, natural disasters, etc
04

Brainstorming: Marketing strategy

8 steps
  1. 1

    Growth Strategy: Define practice objectives & focus

  2. 2

    Product: Core architectural services & typologies

  3. 3

    Promotion: Targeted reputation & relationship building

  4. 4

    Price: Fee structures & value-based pricing

  5. 5

    Place: Geographic scope & client access

  6. 6

    People: Key talent, specialists & client partners

  7. 7

    Process: Design workflow & client collaboration

  8. 8

    Physical Evidence: Built portfolio & design artifacts

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1. Growth Strategy: Define practice objectives & focus

Define your architectural practice's overarching strategic objective. Avoid trying to serve all markets; instead, clarify where your firm wants to grow and what you will intentionally decline. Examples include increasing high-value custom residential commissions, becoming the preferred design partner for regional civic work, or elevating average project fee margins by 15%.

Clarify your firm's growth direction, core practice strengths, and clear boundaries on what project typologies or client types fit your long-term vision.

A business strategy can have different goals as each organization measures success differently.

Here are a few examples:

•I want to grow the number of time a customer returns and purchase my solution
•I want to increase the number of sales.
•I want to lead the industry
•I want to be recognized as an ethical company

Try to be specific:

•I want to increase the number of sales by 10% by June.
•Discuss your objective during the meeting or add the objective inside the " Session Goals and Instructions "

👉 Discuss and define your growth strategy.

📡Tip: A growth strategy is an action plan that will help you get a higher market share and grow your organization. This strategy can be short-term or long-term.

If you are not familiar with the options, check out our card deck "growth strategy"

Write a note
2. Product: Core architectural services & typologies

Determine your core architectural services and chosen project typologies rather than offering generalist work. Discuss and add your strategy to the board:

•Which project types will you focus on (e.g., adaptive reuse, sustainable residential, healthcare, mass timber)?
•Which services do you specialize in (e.g., master planning, interior architecture, full RIBA/AIA stages, feasibility studies)?
•What services or project types will your firm deliberately decline to maintain quality and brand clarity?
•What signature architectural value or design philosophy sets your deliverables apart?
Work on the whiteboardStrategy
3. Promotion: Targeted reputation & relationship building

Architecture marketing relies on trust, relationships, and prestige rather than broad mass-market advertising. Discuss and map your promotional strategy:

•Which curated channels align with your target clients (e.g., architectural press features, monographs, design competitions, panel discussions, industry roundtables)?
•How do you cultivate relationships with developers, municipal decision-makers, or private clients?
•What role do photography, case studies, and awards submissions play in validating your design authority?
•How can you focus your firm's outreach efforts on high-yield relationships rather than spreading thin across all social channels?
Work on the whiteboardStrategy
4. Price: Fee structures & value-based pricing

Establish a pricing model that reflects design expertise and protects project profitability. Discuss and map your fee strategy:

•What fee models do you employ for different stages (percentage of construction cost, lump-sum phased milestones, hourly advisory, or value-based design fees)?
•How do you price pre-design and concept phases to prevent uncompensated scope creep?
•How does your pricing support your firm's positioning as a premium specialist rather than a low-bid commodity?
•What are your strict baseline margins below which your practice will not take on work?
Work on the whiteboardStrategy
5. Place: Geographic scope & client access

Identify the geographical reach and channels through which clients discover and procure your architectural services. Discuss and map your strategy:

•What is your geographic focus (local regional presence, nationwide civic RFPs, or international design partnerships)?
•How do prospective clients enter your pipeline (invited design competitions, RFP/RFQ bids, developer networks, or direct referrals)?
•How does your physical studio location or regional satellite footprint influence client perception and local authority?
Work on the whiteboardStrategy
6. People: Key talent, specialists & client partners

In architecture, expertise and personal reputation drive client decisions. Discuss and map your people strategy:

•Who are your ideal clients and primary decision-makers (institutional boards, private patrons, property developers)?
•How do principals and project architects represent the practice in client meetings and public design reviews?
•What specialized talent or technical skills (e.g., BIM managers, LEED/BREEAM experts, heritage consultants) do you need in-house versus strategic external consultants?
Work on the whiteboardStrategy
7. Process: Design workflow & client collaboration

Define an organized, transparent delivery process that builds client confidence from concept to construction administration. Discuss and map your strategy:

•How is the design journey structured across project phases (concept, schematic design, design development, permitting, construction administration)?
•How do you involve clients in design reviews, VR walkthroughs, and material selection to ensure alignment and reduce revisions?
•How do your internal quality control and specification processes safeguard project timelines and profitability?
Work on the whiteboardStrategy
8. Physical Evidence: Built portfolio & design artifacts

Clients evaluate an architecture practice through tangible proof of capability and aesthetic quality. Discuss and map your physical evidence strategy:

•How do completed built projects, architectural photography, scale models, and design monographs communicate design caliber?
•What standard of presentation deliverables, sample boards, and drawing packages do you present during pitches?
•How does your studio environment, client meeting space, and branded collateral embody your practice's architectural sensibility?
Work on the whiteboardStrategy
Strategy
  • Growth Strategy
  • Review the strategies below, gather more details online, and identify which can support your growth and help achieve your objectives. Highlight the ones you could prioritize within the next 12 to 15 months. Learn about all options and terms here https://www.investopedia.com/financial-term-dictionary-4769738
05

Website update

4 steps

Review the planned website updates for our architecture firm, execute the content and visual tasks, and submit the final staging changes for leadership approval before public deployment.

  1. 1

    Based on our updated brand positioning, service scope, goals, what is the single most critical update we should make to the website first?

  2. 2

    📋 Align on Website Changes

  3. 3

    🛠️ Assign Implementation Tasks

  4. 4

    ✅ Approve Staging for Launch

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1. Based on our updated brand positioning, service scope, goals, what is the single most critical update we should make to the website first?

Please share your ideas for website updates—like adding new projects, team changes, or new services. Put one suggestion per sticky note!

Add sticky notes
2. 📋 Align on Website Changes

Review the planned architecture portfolio updates, positioning statements, and tactical messaging shifts designed to capture commercial and residential project leads.

Confirm that the planned revisions align directly with our updated brand positioning and service offerings:

•Portfolio Case Studies: Highlighting signature project photography, sustainability metrics, and client problem statements.
•Service Positioning: Clarifying architectural scope across feasibility, schematic design, and project administration.
•Conversion Touchpoints: Updating client inquiry forms and initial consultation booking pathways.

Select the current readiness status of your prepared website materials and add any context in the comments.

Choose one or more
  • Ready for staging review
  • Copy prepared but visual assets pending
  • Revisions required before staging
3. 🛠️ Assign Implementation Tasks

Execute and track the primary workstreams needed to deploy the website refresh onto staging.

Assign each task to an owner with a strict staging deadline before final leadership review.

Add tasks
4. ✅ Approve Staging for Launch

Formal review and sign-off on the staged architecture website updates.

Reviewers should verify narrative consistency, portfolio imagery presentation, and lead workflow integrity before releasing the site to production.

Choose one
  • Approve
  • Request changes
  • Decline