Marketing plan
- Sessions
- 5
The process in detail
Action Plan
2 stepsStrategy
- 1
Define your goal.
- 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.
- Double click here to enter the goal for this action plan...
- Milestone or task
- Milestone or task
- Milestone or task
Competitor's Strategy
4 steps- 1
Create a quick list of direct competitors & watch this video.
- 2
Evaluate who from that list is recognized as an industry leading company
- 3
Evaluate your key competitors
- 4
Discuss and identify potential weaknesses and opportunities.
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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
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:
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:
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.
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:
- 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
SWOT Analysis
4 steps- 1
Analyze Architecture Market Landscape & External Factors
- 2
SWOT Analysis: Internal Practice Capabilities & External Market Dynamics
- 3
Identify Practice Positioning, Market Gaps & Strategic Takeaways
- 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.
2. SWOT Analysis: Internal Practice Capabilities & External Market Dynamics
Evaluate your architectural firm across the four SWOT dimensions on the whiteboard:
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.
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:
- 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
Brainstorming: Marketing strategy
8 steps- 1
Growth Strategy: Define practice objectives & focus
- 2
Product: Core architectural services & typologies
- 3
Promotion: Targeted reputation & relationship building
- 4
Price: Fee structures & value-based pricing
- 5
Place: Geographic scope & client access
- 6
People: Key talent, specialists & client partners
- 7
Process: Design workflow & client collaboration
- 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:
Try to be specific:
👉 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"
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:
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:
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:
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:
6. People: Key talent, specialists & client partners
In architecture, expertise and personal reputation drive client decisions. Discuss and map your people strategy:
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:
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:
- 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
Website update
4 stepsReview 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
Based on our updated brand positioning, service scope, goals, what is the single most critical update we should make to the website first?
- 2
📋 Align on Website Changes
- 3
🛠️ Assign Implementation Tasks
- 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!
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:
Select the current readiness status of your prepared website materials and add any context in the comments.
- 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.
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.
- Approve
- Request changes
- Decline