Chart Your Firm's Success with Annual Business Planning

Barbara Stiles, FSMPS, CPSM

Vice President, Business Planning, WGI

Getting everyone in your firm to move together to achieve their goals can be frustrating. Herding cats could be easier. What if you had a tool that puts everyone on the same page and moving in the same direction? Annual business plans can do that for you. And, if they are tied to your strategic plan, the impact is even greater. No matter the size of your firm or how you are organized, annual business planning can help meet your firm goals. Come learn how

Audience Takeaways

  • Discover the elements of a business plan

  • Learn how to use the plan to drive performance

  • Ensure accountability that the plan is implemented

  • Identify ways to use the plan as a communication tool

  • Define how marketing and business development is integrated into the plan

Conference Session Tracks

  • Domain Track: Planning & Management

  • Career Track: Mid-Level & Senior

  • Position Track: Sales/Business Development


Barbara Stiles, FSMPS, CPSM is the Vice President of Business Planning and shareholder for WGI and is passionate about helping her firm grow. She has over 35 years of strategic planning, marketing, and business development experience in the A/E/C industry and has been a member of SMPS since 1999. She served six years on the SMPS Central Florida board including a year as chapter president and is currently an advisor to the board. She has served as President’s Leadership Symposium (PLS) Chair and two terms as Secretary/Treasurer on the Society Board. She is currently chairing the Fellows Committee. Barbi has been a Certified Professional Services Marketer (CPSM) since 2005 and was recognized as an SMPS Fellow (FSMPS) in 2016.

Connect with Barbara on LinkedIn.