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Client-facing, Marketing, and Business Development

This module will discuss the relationship among client-facing, marketing and business development and the architect at every level of a firm. The intent is to exhibit the key factors or enablers of a practice to identify, acquire, maintain and sustain a regular workflow. The recognition and importance of an appropriate client-facing approach (i.e., relationship-based) will be discussed given a firm’s profile to client mix.

Description

This module will discuss the relationship among client-facing, marketing and  business development and the architect at every level of a firm. The intent is to exhibit the key factors or enablers of a practice to identify, acquire, maintain and sustain a regular workflow. The recognition and importance of an appropriate client-facing approach (i.e., relationship-based) will be discussed given a firm’s profile to client mix.

Learning Objectives

    • Discuss what marketing and business development really is about (or not)
    • Explore marketing and business development in today’s marketplace
    • Examine the types of marketing techniques and who is involved in the firm
    • Discuss client-facing and ways to best communicate

      This module awards 1.5 Learning Units.  Credit designation:  LU / HSW

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