Building a Better Proposal: How Worldclass Architects Get Clients to Say Yes
Learning Objectives:
- Define types of proposals.
- List what is included in a proposal.
- Analyze the difference between proposals and contracts.
- Develop a well-defined Terms and Conditions Exhibit.
- Illustrate the benefits of using the AIA Agreements.
- Identify why you should link your proposal to your project setup.
Credits:
This course is approved as a Structured Course
This course can be self-reported to the AANB, as per their CE Guidelines
Approved for structured learning
Approved for Core Learning
This course can be self-reported to the NLAA
Course may qualify for Learning Hours with NWTAA
Course eligible for OAA Learning Hours
This course is approved as a core course
This course can be self-reported for Learning Units to the Architectural Institute of British Columbia
The proposal is a critical part of the client onboarding process. While there are multiple types of proposals, there is never just one that works for every project. In this course, we review what is included in the proposal, the difference between a proposal and contract, and terms and conditions to turn your proposal into a contract. We also highlight the importance of linking to your project setup and the valuable benefits of using AIA agreements.
Photo courtesy of BQE Software
|
Douglas Teiger, FAIA, graduated from Cornell University, in 1982 with a BARCH. He opened his own firm in 1989 and grew from a solo practitioner to become managing partner of his 32-person firm. In 2009, Douglas received a Master’s in Spiritual Psychology from USM, where he learned tools and skills he is sharing with his staff and clients. His ability to effectively streamline the operations allowed for more time to be spent on design and project research while creating a culture that fosters a holistic approach to a work life balance. In 2017, he served as President of the AIA Los Angeles Chapter and previously served on the AIA National Strategic Council. In 2019 Douglas transitioned out of his firm elevating three associates to partners, sold his shares and started his next venture, Teiger Consulting. Douglas’s mission is to “live an inspiring balanced life” whether it involves family, coaching, consulting, painting, or sports. |
 |
BQE CORE is the award-winning firm management software, created by architects for architects, that project-based firms trust to run their operations for better project outcomes, and more profitable futures. Their fully integrated suite of intuitive tools with 24/7/365 support provides back-office automation to power front-office insights, making firm management more agile, informed, and data-driven. Learn more at www.bqe.com. |
Notice
