“Because I really like working with them….” is an acceptable reason for selecting and maintaining a business relationship.
Assuming all other things being equal in the product or service, “likeability,” or “ease of working relationship,” in itself can be a differentiator.
A good goal is to leave any person or interaction more “energy positive” and to provide value in whatever way is appropriate to the assignment or situation; to provide a solution, path to solution, recommendation, or to help simplify to a point of clarity.
Be the person others like working with.
Meetings – Tips for Productive Outcomes
**On the topic of MEETINGS**
People say, “meetings are a waste of time, or “meetings are unproductive.”
Yet, I don’t think this is true, in the right context.
Everything is about context.
Poorly planned, unscripted, no-agenda, purposeless meetings for the sake of meeting are a waste of time.
Scheduled, planned, intentional, agenda-driven, purpose driven meetings with expected outcomes are valuable.
I don’t think it’s productive to make “carte-blanche” statements about anything that categorizes it as “all or nothing.”
I think perhaps most of us don’t know how to achieve positive outcomes to meetings without a script, plan, outline, experience. Plus, meetings take many formats depending on who is leading.
I recommend some of the following as a starting point:
1. Establish a consistent meeting format for your entire organization. Same format, context, pattern for each, at every level.
2. Use a meeting system like, or similar to the EOS Worldwide System (if you aren’t an EOS company already using their IDS style.)
3. Identify the issues to be discussed, discuss them, and solve them.
4. A meeting without “solves” is not a productive meeting.
5. If the issues are not solved in the meeting, set “to-do’s.” To-do’s require a specific deadline and owner of the to-do. Write it down, keep it transparent, follow up. The person assigned is accountable to complete it. When the to-do is done, the issue is solved.
6. Make sure the facilitator keeps the meeting on track.
7. Don’t interrupt others, ever.
8. Start and end on time. That is the first priority. Be on time, prepared, ready to engage.
Leveraging the time with a team can be differentiator.
If you want to continue to avoid meetings or not utilize them well, then you may fall behind. Those who do meetings well and get things done as aligned team, have the advantage, as they multiply progress.
This list isn’t 100% comprehensive, but has some key recommendations.
If you’re doing meetings work to increase their value.
Team
Replace:
“Report To”
With:
“Work with”
Replace:
“Organizational Chart”
With
“Accountability chart”
Sure, someone’s responsible to and for something or someone
But “work with” and “accountable for” make everyone truly a member of the “team” rather than “have’s and have not’s”
A staff team gets more effective traction.
Pulling in the same direction.
Fascinating and Motivating- Gauging Emotional Energy
As we gain experience, that which is “fascinating and motivating” changes. What may have been so at one time can become “just ok,” or even “annoying and frustrating.” It’s alright to move on and move forward into the next “fascinating and motivating.” This takes awareness.
While doing so, we can’t forget that our “frustration” with something now is likely someone else’s new opportunity (just like it was for us prior.) We can delegate it, or better yet, hand it over entirely to another colleague or recruit, someone wanting to step into their next “fascinating and motivating.”
It is liberating to recognize this, and to assess our priorities by gauging our emotional energy. Step back and audit what is exciting, what is motivating, where the value is best provided to clients and staff, what increases emotional energy, and what drains it. Re-prioritize, amend, delegate, delete. Stay present to coach, advise, support, and help those to whom we hand off the work,
Don’t Always Listen
“I don’t need all the calculations right now, just get me some answers.”
“Don’t send me the proposal, I just need you to get going. I am sure your scope and fee will be just fine.”
“No need to send a change order, just get going on the work, we’ll shake it out later.”
“We don’t need any further context or background, just get us the financial numbers and we’ll send it to the credit analyst.”
These are real statements made to me in the course of business. They also have provided excellent learning experiences.
These and similar statements may sound good on the surface, or perhaps even provide a measure of comfort if we don’t think more deeply. It may lead to us thinking, “no worries, sounds like we’ve got good affirmation.”
But don’t “listen” to the person in these ways. They may mean well, but it’s not good for business or relationship. It doesn’t create clarity, transparency or accountability.
Do the due diligence, send the work product, share the full picture, write the proposal, send the change order, provide the background along with the numbers. Be clear. Document. Share the context. Not doing so will likely lead to some form of negative consequence. Doing so never will. You’ll get answers up front. It will create more peace and reduce risk.
Every client, vendor, or partner has an expectation whether it is stated or not. Putting things in writing and communicating clearly threshes out the expectations. It either aligns, resulting in affirmation, or it exposes the differences and allows the opportunity to re-align, or to move in another direction.
Not listening in these regards is a matter of respecting the other person and ourselves by establishing defined boundaries. “People like us do things like this,” or “People like us do business in this manner.”
Professionals act professionally, and not by whatever whim or request that may come from others. Flexibility is important, but not outside of established standards.
Let’s keep learning, growing, defining. Let’s stay humble. Listen, monitor, own what we can own and manage what we can manage. Let our “yes be yes and our no be no.” Clarity brings more predictability and reduces stress.
What I’ve been Up To
My business partner and I have been very busy for the last 9 to 12 months on quite a few fronts at www.wheatonsprague.com and affiliates, so here’s an update on some of what’s going on.
EOS
We’ve implemented a new operating system known as The Entrepreneurial Operating System (EOS.) It’s built on a Visionary – Integrator (V/I) relationship with a Leadership team. The “visionary” (Me-“CEO” for us) is the “big idea” person, big relationships, innovation, brand, growth. The “rainmaker.” The Integrator (President and COO for us, Richard Sprague) manages the business, P & L, oversees the leadership team. The “gatekeeper.” It’s built on LMA (lead, manage, account), clarity, Level 10 Leadership meetings, and evaluating placing people in positions under the acronym “GWC” (get it, want it, capacity for it.) There’s no hiding in EOS. It’s all visible, connected, and results driven. People report scorecard values that are developed by the leadership team to asess the health of the business, the department, the project, etc. Meetings are substantive and get traction. I’ve cut my internal business meeting time by 3x to about 6 hours per week.
What has it led to?
We defined as a leadership team our Core Purpose, Core Niche, Core Focus, Core Values. It was hard work, but very gratifying and unifying. The core values, collaboration, integrity, client-conscious, communication, capable, are not aspirational. They are real. They are “who we are” as people and as an organization. This clarifies hiring, staff retention, annual reviews, client types, and more. Our Core Purpose (our “why”) is to Enable Facades that Inspire. Our core niche is engineering, design, science, and consulting for building facades. We also defined our ideal client demographic and psychographic. All of this was done as a leadership team with an implementer. It’s not a “panacea.” The work has to be done. The topics dealt with have to be relevant to the need. But EOS provides a format for a path to sustainable, self managed, growing business not dependent on ownership alone or a charismatic leader playing “hero ball.” We’ve tried different forms or operating systems and EOS is our choice long term. Nothing else has made as much sense as EOS.
What about Creating Structure?
So, I have this registered service mark and brand named “Creating Structure” which is no longer part of our core purpose statement. We still own the brand name. My Podcast still bears the name, and will stay as such. Creating Structure dates back to the start of the company, when our primary purpose was viewed more as structural engineers and designers doing facades, building structures, forensics in a broader manner. But it was time for a change. The new core purpose “Enabling Facades that Inspire” will take us a long way on our journey. At heart, this is who we are- curtain wall, facade, enclosure, architectural component engineers, designers, consultants, scientists. BUT with owning the brand name Creating Structure it gives me and us options as we consider other forms and divisions of the business (stay tuned!)
Welcome New Staff
We’ve been rebuilding our engineering department and I couldn’t be more pleased than to have Mark Enos, PE (December 2021) and Nestor Perez, PE (February 2022) back at Wheaton Sprague. Both men are insightful, pragmatic, solution oriented engineers, that align with our core values, purpose, and niche. They are a great complement to Jeff Cook, PE as our core group of PE’s. Our foundation is strong, and with our other engineers, present, and future, we can build a deeply rooted group that can deliver solutions to clients.
Our Operators
Michael Kohler is our Director of Building Envelope Engineering Operations. Mike leads, manages, and accounts for our delegated design, drawing, BIM, engineering, system design, thermal analysis, area of the business delivering work products to glazing subcontractors, exterior wall subcontractors and architectural metal fabricators.
Paul Griese, is our Director or Building Envelope Consulting Operations. Paul leads, manages and accounts for all consulting activities which includes a variety of design, analysis, investigation, QA, QC, field and shop observations, testing and forensic support and more.
John Wheaton, yours truly, is the Director of Marketing. This position has always been a primary focus for me and will always be linked to the visionary and external role for me whether I do the marketing work directly or through a person, team or outside resource. I also still do a lot of engineering work, support, PE review and stamp, advisement, coaching, and participation in the engineering work. I get to also now communicate with everyone in the business more as “good cop” since I have no direct reports outside of the marketing function. When “in the business” I get to help, support, coach, lead, and interact with our people. The staff in our operating divisions work for the directors. Yes, as an owner of a small privately held business I can make any call I choose if I see a problem, but it is only done with and through my partner and the leadership team.
Richard Sprague, my business partner at WSE and affilates, is President and COO. Richard “runs the business.” All the operators in all the business report to Richard. He is a fine steward, a clear thinker, and a focused gate-keeper. He makes the decisions in the business on what gets done and what does not. Richard leads the EOS L10 meetings for the leadership team. In my work “in the business” I work for him
That’s all for now. Stay tuned for more of my focus and perspectives in market dynamics, trends, the Creating Structure Podcast, thoughts on results vs performance mindset, what I’m listening to, the power of LinkedIn and more
Contemporary Work
I’ve got my work gear now able to fit into one Italian leather soft shell briefcase. Its got one center compartment, a pocket in back with a zipper, and a couple storage pockets inside. It’s got a strap so I can throw it over my arm and go where I need to go. I can run my business and life from anywhere with this bag and gear. In addition, I have my mobile device. I can’t work without it. The gear includes a Dell Laptop computer, power cord, key for electronic signature, earbuds for meetings or privacy, work journal (5 × 8 Picadilly with grid paper,) positive focus journal sheets to record wins, and some coaching reference material to remind me of my focus. I also have an emergency power supply for my phone just in case I need it. I use secure wireless when out of my physical office, which is typical. If it is not available, I use my WiFi hotspot on my mobile device.
I’ve got connectivity via SharePoint, MS Teams, and the company VPN. Meetings with staff or clients are done exclusively via MS Teams, except my Creating Structure podcast which is done via Zoom.
I can write proposals, do meetings, review work products, PE seal and sign documents, and sign legal documents, all electronically. I can meet with staff, leadership team, clients, vendors, banker, accountant, lawyer, agents, all via virtual means.
If the grid goes down, if I have any connectivity issues, and I am in region, I have a physical office as a back up. Isn’t that funny to say? It used to be that remote connectivity was the back up. That’s not the case any more for me. I’ve got a great office, but at this point it’s really optional. Clients don’t care about my office. They just care about results. They care about accessibility and responsiveness. They care about value, work product delivery, schedule maintenance, and integrity.
That’s speaks well to my current position and infrastructure. It’s speaks well to our core values at http://www.wheatonsprague.com which are “communicate, integrity, collaborate, client conscious, capable.” Nothing restricts us from supporting this regardless of context or location.
In fact, for me, and for many professionals in service related businesses, the phrase, “I’m working remotely,” is irrelevant now. So is “I’m in office.” I’m either at my work or not. I’m either at my “desk,” wherever that is, or I’m not. I’m either on or off, available or not available.
I couldn’t envision 30 years ago, that there would be a day I could run a business from anywhere, work from anywhere, connect via many platforms. But here it is. It’s only going to advance and accelerate more, as long as there’s a grid, power, access to food and clean water. But that’s the subject of another blog post.
Push the edges, but take nothing for granted.
What’s your gear, office, and connectivity look like?
Imagine- Achievement vs Effort
A VISION for those in Professional Services:
The standard form of pricing professional services work among architecture and engineering firms still mostly involves some form of “gross up” cost estimating based on predicted labor investment at a defined labor rate. Even when setting fees on a “top down” basis or “cost of construction,” there’s still a “bottom up” exercise in regards to budgeting labor. Almost all firms “monetize” their time in some way by also filling out time sheets. The hours are loaded into the accounting system by project, by phase, by labor code.
Re-imagining
Let’s just imagine for a moment instead, a professional services business based only on results and value. There’s no time-sheet in the traditional sense. The business is not selling their time for a labor rate, but is focused solely on outcomes.
What is the issue? The time-sheet, recording time by increment, by labor code, by job number, on an hourly basis, is focused through the lens of effort– a justification model, “People like us focus on monetizing our time, documenting that effort, billing for it, while we hope to get the right results on the project.”
The opposite is a business focused through the lens of results- an achievement model, “People like us produce results like these for fees like this.”
Imagine:
- Everyone is paid a salary – no hourly workers at any level.
- There’s no discussion about “billable time,” only expected outcomes within time frames.
- The focus is entirely on an achievement and income model:
- “People like us produce results driven by value, scheduled completion dates, project milestones and deliverables that are billed at pre-determined values.”
- The expected work week is to “complete the targeted work”- no exceptions. Work status is either “done or not done,” or “on-track or off-track.”
- Jobs are billed based on percentage basis according to the fee and progress against the deliverable, not the time accrued.
- There’s no accounting for time, but only revenue, only outcomes. We determine the percentage complete based on the results achieved vs the results planned. We set the fee based on the value to the market, region, project type, client.
What about Time and Materials ( T & M hourly) work, you ask? Perhaps there needs to be an exception for certain activities, but then why not charge more for T & M work than for fixed fee work. (We can’t achieve the margin a fixed fee can allow when we bill T & M.)
Alternatively, we simply stop working entirely on the effort-based model of billing for time. No T & M, ever. We work for clients that value the fixed fee model. For those clients that aren’t willing to pay a fixed fee we take the position of, “People like us produce the type of value where we believe a fixed fee is the only reasonable approach.”
Imagine this business, where everything is results, outcome, achievement driven rather than time-effort driven. Imagine piloting a project or a group that tests this approach.
Imagine quoting projects from the top down only, “We think a project like this should cost this much”. Our thinking is centered on the mindset of, ”Our business costs this much to run per year so we need to sell X-times that cost in executable backlog to be completed within this time frame”
Imagine.
Strategies and Scripts – Client Relationship Repair
I’ve found through experience, different tones and patterns of communication that get better response than others. This is important in communicating with clients, whether in prospecting, retention, or restoration of the client relationship. In this post I focus on an example of how to communicate to clients when there’s been a fracture in the relationship; when we didn’t deliver what we promised. For example, when we fail to manage to expectation, we miss a deadline, quality suffered, our delivery wasn’t the same as outlined, our communication was poor, etc.
This form of communication and the initiation of attempting to address the issues, opening the door to listening, seeking restoration, is not intuitive. Most hide behind the failure, make excuses, or blame the client. This type of effort must be learned through caring and through practice. I’ve got all sorts of examples of various forms of writing emails or letters. I’ll provide one here for readers to use as an example, but remember to put in your own words. It has to be sincere. Cutting and pasting is not the intention. The intention is to communicate tones. I will explain why as well.
Here’s an example of one where our client just wasn’t satisfied with a tough project we did together. Before I provide the example here’s another important item. We must give the proper amount of time for things to settle before we come back to it. Pushing, badgering, and trying to reach the client too soon afterwards, will minimize or negate the very thing we are trying to do to rebuild and restore. It also can be very insincere and give the message that it’s all about us wanting to feel good rather than really providing value and care to the client.
Here’s an example (the names are random.)
Hi John
I hope all is well. I am not sure if you want to hear from me or not but I thought I’d give it a try. I saw the cool LinkedIn post from your team on the project we worked on together. We were proud to work with you and your team. I know it wasn’t all the experience you expected. The job looks great. Congratulations on a beautiful project.
If you’d like to reconnect I’d be happy to do so, whether just personally or also professionally. If there’s anything I or we can do to repair the relationship with you and your colleagues at your business, I’d be happy to lean in to that process. If there’s too much energy required for you to do that and you don’t have any interest, I understand.
It’s a great industry we work in. I am glad to have been a little part of the work you did and the time we had together.
Either way, thanks for the post on the project and thanks for giving us a shot together in 2019.
This message got an instantaneous response from the client, receiving a response within 5 minutes (less actually.) His response was “Thanks for touching base. No hard feelings here. It was a difficult job.” This was the first part of the email response. He also indicated that he appreciated and respected me reaching out. He mentioned that things were better when I was involved in the work, but that I can’t be involved in everything. He mentioned that collaboration suffered (one of our core values.) He didn’t say he would work with us again, but he didn’t say no. He left the door open.
Why the response? Probably a number of reasons. I faced the reality of the situation and didn’t ignore the experience. I knew they weren’t happy. It’s easy to hide or not have the courage to be transparent and humble about it. I sent an email with no expectation, didn’t excuse, dismiss or blame. I made it clear that if he didn’t respond it was okay, and that I would understand. I sent the message 18 months or more after the last interaction. Remember, we can seek to reconcile but we can’t force it in any relationship. All we can do is make the first step, be humble, and seek to understand. That way we can have no regrets, or at least fewer regrets. Reconciliation takes two parties, two people, not one.
One other thing to know. They say it takes ten-times as much work to secure a prospective client than to retain one. I’ll bet it takes ten-times more than that to rebuild if trust is broken or fractured.
I’ve won and lost clients. I’ve made all the mistakes. The longer I work at my craft, the more careful I become about delivering the value expected. But the struggle doesn’t go away. We’ve got to be vigilant and to care. Why would we not seek to at least acknowledge the problem? How important is a relationship? Very important. It’s all about the relationships, and Integrity is everything.
Project Management
Project management is many things. The term project management is a broad category. It can be defined and manifested in different ways. There are key aspects and processes to the role of project management that need to be executed in order to achieve success. Project management in one company differs from that of another, yet there should be some common ground, some similarities, across all of project management in the AEC (architecture, engineering and construction) industry.
All companies bigger than the ability or availability of an individual owner, or group of owners, to manage at the project level, are dependent on project management to determine the success of their projects, their profits, quality, and ultimately, the success of failure of their client relationships. That’s right; everything intersects at the project manager level and in the project operational domain. The success of project management determines the future growth, size, scalability, and health of the organization.
Project managers are the gatekeepers of each company’s clients, values, projects, profits and quality. This should produce a sober reality on making clear their roles and responsibilities. This is easy to say, and difficult to do.
Project management involves both quantitative and qualitative skills and attributes. This includes what we define as “hard” skills and “soft” skills. The things we are trained for in school, the operational tools we learn to support project management tasks like scheduling, budgeting, accounting systems, CRM platforms, and more, ultimately do not determine its success. Tools help support and define the work. But the success of project management, any good fruit, is produced from a proper mindset, people skills, knowledge of the work, a solution orientation, discipline and accountability, along with the tools to support the work.
Here’s a high-level view of some key aspects to project management. This is not an exhaustive list, but a few basic areas of impact.
- Communication:
- This is the primary differentiator. Focus on communication. If there’s one thing to do, do this thing. Clear, concise, timely, polite, professional, appropriate communication. The means is contextual to the need or client preference; email, phone, letters, instant messaging, texting, DM’s, WebEx, Skype, Face to face, and other. All forms; and it must be timely; concurrent; “real time”. Tools and platforms used in our companies should support communication in the best manner possible.
- Scope and Contract management:
- We’ve got to remember the project scope and make sure to benchmark to it. Knowing when to shift and when to draw the line on scope creep is a key to maintaining profitability while building a strong client relationship. Trust is the key. Build trust.
- Document management:
- Keeping track of documents, timing, logging documents, updating our teams, etc.; this includes things like ASI’s, CSK’s, bulletins, addendums, BIM updates, owner changes, and on and on.
- Earned Value Tracking (EVT):
- EVT is about measuring the real progress of our work as it relates to the budget. The goal of EVT is to estimate as accurately as possible, the percent complete on the project (the spent amount) vs. the budget we must work with.
- Schedule management, milestones, submittals:
- If we don’t establish a schedule, we won’t succeed. The schedule typically drives everything. Creating benchmarks and milestones along the way, allows us to stay on track. Schedules rarely appear to be realistic by the time the project gets released, but we must start somewhere. I’ve yet to see a single schedule maintained exactly, except perhaps the “turnkey” moment when the owner will be handed the keys to open and occupy the building. We must constrain the work. In fact, time constraining is a design variable (more on that in another blog.) Also, look up “Parkinson’s Law.” This is the adage that “work expands so as to fill the time available for its completion.” Have a defined “ship it” date and stick to it.
- Meetings
- Project meetings, design-review meetings, huddles, post-project review meetings, kick-off meetings; all serve to create collaboration. We must share in each other’s reality (ours and our client’s) to drive awareness, stay aligned, and maintain milestones. We’ve got to be aware of business and people dynamics and manage them (B2B and H2H items.) Meetings should have a clear start and stop time. There should be an agenda, proposed outcome and solution orientation. Stick to the end time rigidly. I was not good at starting and stopping on time for many years. It sent a bad message. Stick to the end time, have a person designated as the timekeeper, stop 5 minutes before the end of the meeting time, and clarify all actions or “to-do’s”, who will handle it, by when, and then adjourn. We are following the EOS format for meetings more and more and I highly recommend it. I find virtual meetings via MS Teams, with the ability to screen share work products and collaborate on screen, to be highly effective for many meetings. I prefer face to face meetings in some contexts, but that’s another blog post on when is virtual vs. face-to-face better.
- Process
- In our company we created a project management process that’s taken about 6 months to define from the ground-up. My partner and I stayed out of this deliberately because both of us had defined and led a PM process effort in prior years, but without it ever being “owned” and accepted by everyone in our organization. We now have a “swim lane” process chart from which responsibilities have been defined and key scorecard metrics have been developed. The team of project managers, with insight from other “subject matter experts” within the company, developed the process with an outside facilitator who works with us. This is being implemented, can be a point of reference from which to manage change, and to improve upon. Define process and build consistency. Create specific scorecard metrics and drive clarity. Perhaps I’ll write another blog on process and how best to develop to achieve buy-in and accountability.
As we approach the end of the year, I am asking myself how we can improve project management in 2022 and beyond. It’s an ongoing process in perpetuity. How about you?
Note: A prior version of this blog was published in November of 2019 in the publication “US Glass Metal and Glazing” when I was blogging for them. The blog has been updated and modified here with more content and experiences in this new post.
JOHN L WHEATON BLOG 