Staying Small Successfully: An A/E/C Senior Executive Retreat
Detailed Agenda

 

Monday:

6:00 PM - 7:00 PM | Welcome Reception

 

Tuesday:

7:00 AM – 8:00 AM | Registration and Breakfast

8:00 AM – 12:00 PM | Retreat

Introductions

Planning and Strategy

  • Strategic Planning for Small Firms
  • Going from Vision to Plan to Action
  • Success Challenges

Focusing Your Practice

  • Defining a Focused Practice
  • How and When to Say No (and Yes)
  • Managing the Challenges

12:30 PM – 3:00 PM | One-on-One Consultations (scheduled in advance)

6:00 PM – 8:00 PM | Group Dinner

 

Wednesday:

7:00 AM – 8:00 AM | Breakfast

8:00 AM – 5:00 PM | Retreat

Strategic Alliances

  • The Unique Rewards of Strategic Alliances
  • Framing a Strategic Alliance
  • Communication is Key

Serving the Client

  • Service versus Design
  • Little Things that Count Big
  • Staying Out of the Overdesign Trap

Finding and Keeping Talent

  • You Can Always Beat the Mega-Firms in Finding Talent
  • Hiring Slowly and Firing Quickly
  • Controlling Your Ego

8:00 AM – 9:45 AM | In Session

9:45 AM – 10:00 AM | Break

10:00 AM – 12:30 PM | In Session

12:30 PM – 1:30 PM | Lunch

1:30 PM – 3:00 PM | In Session

3:00 PM – 3:15 PM | Break

3:15 PM – 5:00 PM | In Session

There will be no One-on-One Consultations offered on this day.

 

Thursday:

7:00 AM – 8:00 AM | Breakfast

8:00 AM – 12:00 PM | Retreat

Managing the Bottom Line

  • Cash Flow is Everything
  • Simple Budgeting Strategies
  • Sharing Financial Information

Growth

  • The Stages of Growth
  • Defining Your Growth Strategy
  • The Risks of Growth

The Do’s and Don’t of Small Firm Success

12:30 PM – 3:00 PM | One-on-One Consultations (scheduled in advance)

 

Friday:

8:00 AM – 10:15 PM | One-on-One Consultations (scheduled in advance)

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