A clearer basis for deciding where to invest, whom to pursue, and how to position your firm.
SMAT connects your capabilities with owner priorities, market demand, and competitive conditions—then translates the findings into a practical plan for growth.
RESEARCH + ANALYSIS + POSITIONINGA focused growth strategy
Priority markets · Target clients · A reason to choose you
INTERNAL & EXTERNAL MARKETING AUDITS
See your firm from both sides.
Compare how your firm sees itself with how clients and the market experience it.
THE INTERNAL VIEW
How prepared are you to compete?
Review your capabilities, market priorities, marketing materials, pursuit practices, resources, and leadership alignment.
Assess whether your message reflects your strongest capabilities.
Review how marketing and client development connect with firm objectives.
Identify gaps in capacity, coordination, and follow-through.
THE EXTERNAL VIEW
How does the market see you?
Use independent client interviews and market research to understand perceptions, selection priorities, competitive alternatives, and opportunities.
Learn what clients value and where concerns remain unspoken.
Compare your positioning with competitors and owner needs.
Identify relationship issues and potential opportunities for future work.
Where the two views meet
A clearer picture of the gaps between your intended position and the market’s perception—and priorities for strengthening relationships, sharpening positioning, and improving the growth effort.
FROM ANALYSIS TO PROJECT AWARD
Intelligence with a practical purpose.
Each step connects the evidence to a decision your leadership team can act on.
01 / ASSESS
Understand your firm
Start with internal and external marketing audits: capabilities, practices, client perceptions, resources, and growth objectives.
A SWOT analysis brings internal capabilities and external conditions into one view. Client feedback helps test how your firm’s strengths are perceived.
The findings guide positioning, investment, teaming, and the issues to address before pursuing new work.
The decision it supports
What can you build on, what needs attention, and where can you create an advantage?
INTERNAL CAPABILITIES + EXTERNAL CONDITIONS
Strengths
Proven expertise Client relationships
Weaknesses
Capacity gaps Limited market recognition
Opportunities
Emerging owner needs New geographic markets
Threats
Established competitors Procurement barriers
Illustrative considerations; each analysis is specific to the firm.
Choose where to grow—and what should support that growth.
Portfolio analysis, including a growth-share framework, compares service lines and market sectors with their growth potential and your firm’s competitive position.
It helps leadership distinguish established work from emerging opportunities that require investment or a stronger foothold.
The decision it supports
Where should your firm build, invest selectively, sustain its position, or reassess its effort?
GROWTH-SHARE LENS
Higher market growth
Build on strength
Strong position Growing market
Invest selectively
Developing position Growing market
Sustain & support
Strong position Slower-growth market
Reassess the effort
Limited position Slower-growth market
Stronger market positionDeveloping market position
A decision framework, not a ranking of your firm’s current services.
Keep growth connected to the whole business.
A balanced scorecard connects financial goals with clients, resources, and operating processes. It turns a strategy into priorities leadership can review over time.
Measures are selected with your team so progress reflects the business you want to build.
The decision it supports
Is the growth effort advancing—and can your firm support the work it is pursuing?
FOUR CONNECTED PERSPECTIVES
Financial
Revenue goals Investment priorities
Clients
Retention & relationships Target-account progress
Resources
People & capacity Capability development
Processes
Pursuit discipline Delivery efficiency
Align the measures with your firm’s objectives.
HOW THE INTELLIGENCE IS GATHERED
Documents show the plan. Conversations add context.
A useful market picture combines published evidence with informed conversations.
Published market evidence
Owner capital plans, budgets, procurement notices, project announcements, economic indicators, and competitors’ public portfolios.
Direct market insight
Client feedback and conversations with owners, facilities leaders, design professionals, and potential partners—supported by SMAT’s Northeast network.
Analysis and review
Compare sources, examine their dates and assumptions, and identify what is confirmed, what is emerging, and what needs further investigation.
PUTTING THE PROCESS TO WORK
A regional office is a growth decision.
Before choosing a location, establish the market case.
THE QUESTION
Where should we establish a foothold?
Clarify the owners and sectors you want to serve, your geographic reach, and the resources available to support a new office.
THE ANALYSIS
Compare the opportunity with the operating reality.
Review project pipelines, competitors, client access, potential partners, and delivery capacity across candidate regions.
THE ACTION
Launch with priorities already defined.
Translate the location decision into target accounts, positioning, relationship development, and a phased market-entry plan.
YOUR NEXT GROWTH DECISION
Turn market information into a direction you can act on.