Managing & Marketing a Profitable Surveyors’ Firm: Practice Management

Introduction

Running a profitable surveying practice depends on clear direction, disciplined finances, effective people management and simple, repeatable systems.

In practice, weak positioning, unmanaged utilisation/WIP and ad-hoc processes erode margin and capacity.

This practice-focused webinar sets out a straightforward framework for planning, pricing, resourcing and operations, with an emphasis on metrics and meeting rhythms that keep delivery on track while supporting growth.

What You Will Learn

This webinar will cover the following:

• Leadership & Positioning: clarify the offer, target markets and points of difference; set a one-page plan
• Finance Fundamentals: pricing and margin; utilisation/WIP and pipeline visibility; cash discipline and the few numbers to track weekly
• People & Resourcing: roles and capacity planning; recruitment/engagement/progression aligned to workload
• Operations & Systems: information flow, light-touch processes, and sensible tool choices (CRM, pipeline, templates)
• Managing Growth & Change: prioritising actions, simple governance rhythms, and basic risk controls
• Practical Tools: one-page plan template, weekly metrics sheet, and a sample meeting cadence

This session focuses on the operational foundations of a profitable surveying practice; for a full view of growth and client development strategies, you may also wish to watch the Managing & Marketing a Profitable Surveyors’ Firm: Practice Development webinar.

This pre-recorded webinar will be available to view from Tuesday 21st April 2026

Alternatively, you can gain access to this webinar and 2,100+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.