2026 Planning Framework for AEC Firms 

You’re All Set — Your 2026 Planning Tools Are Ready!

Thank you for downloading Oomph’s 2026 Strategic Planning Framework and Marketing & BD Budget Template.
These tools are designed to help you run a structured, evidence-based planning process inside your own practice — the same four-phase approach covered in our 2026 Planning Series.

Your Files

If the files don’t automatically download, check your inbox — we’ve emailed them to you as well.

What’s included

2026 Strategic Planning Framework (PDF)
A step-by-step, 4-phase guide covering:

  • Phase 1 — The Inventory

  • Phase 2 — Setting Priorities

  • Phase 3 — Building Your Budget

  • Phase 4 — The 2026 Calendar & Q1 Start Programme
    Plus tools, checklists, examples, and guidance for each phase.

Marketing & BD Budget Template (Excel)
A practical, customizable spreadsheet aligned to the framework. Includes:

  • Core budget components

  • Marketing & BD categories

  • Annual + monthly planning

  • Hours + dollars mapping

  • Base, Enhanced, and Accelerated scenarios

How to use these tools

How to Use These Tools

You can work through the framework on your own or adapt it to your firm’s processes. Most AEC teams use it in one of three ways:

  1. Internal planning sessions

  2. Leadership retreats or year-end reviews

  3. Quarterly alignment meetings

If you’d like help facilitating the process or customizing the templates, we’d be happy to support you.

About Oomph 

Oomph helps architecture, engineering, and construction firms use strategy, marketing, and business development to grow with purpose. We work across North America with design-led practices navigating change, repositioning in new markets, and building integrated systems that align strategy, people, and performance.