Professional Engineer License Procurement-“Rubber Stamp vs. Value”

Posted on by johnlwheaton1

For those in the construction markets, the built world, and related business, we’ve heard this statement before, “I just need a PE stamp on this project.” It’s such a revealing statement from the buyer.

Purchasing the services of a licensed professional engineer (PE) covers a broad range of value from lesser (“glorified rubber stamp”) to greater (“value added service.”)

The primary responsibility of the licensed engineering professional is to the public; to protect the health and welfare of any person that would use or come in contact with the constructed work. This is a given. The PE also must work to support at least the minimum necessary codified standards of the applicable building code for the project location. Within this context, the client can then receive “the PE stamp and signature” and whatever benefit from the engagement and collaboration as the purchaser of the services.

The “glorified rubber stamp service” is one that meets the minimum standard of being within code while not putting the health and welfare of the public at risk. That’s it. It likely doesn’t engage deeply with, or may not think much about, the client’s needs and value propositions for things like material optimization, cost-to-value ratio, labor savings, and more. It’s more of a “checked box” on the line item. Nothing gained, but maybe something lost. Not many questions asked. Just low cost. Just checked and stamped.

On the other hand, the “value added PE seal,” the one benefiting the client while accomplishing the necessary obligation of the PE, puts “substance” behind the stamp. It’s an expression of the professional’s work. That substance includes a level of thoughtfulness, collaboration, client engagement, interpretation, context, and more. It’s an investment, not just a cost.

To provide appropriate value for the client, the PE stamp on the work product should be saying, “This work product has been delivered in a thoughtful manner, and the expression of the service, relationship, and decisions involved to produce positive outcomes have been validated through this seal and signature.” There should be value received.

What “stamp” are you purchasing?

Engineering Services Providers – Selection Criteria

Posted on by johnlwheaton1

If the low cost professional engineering and consulting services will provide a client the same value as a higher priced cost provider, then by all means, select the low cost option. That’s the best choice. However, this is often not the case. In fact it is almost 100% not the case.

The difference in this category of selecting and purchasing professional services work is the element of interpretive, contextual decisions that impact schedule, materials, labor, and client experience, good or bad. The category of engineering services, the delivery of a professional service manifested in various documented deliverable work products (instruments of services) to a client in the built-world, is both a necessary line item expense and an investment. Why is it an investment? Because it is defining a cost for those subjective, contextual, and interpretive elements. These qualitative elements include categories such as communication, collaboration, client awareness. It also includes quantitative elements (though subject to interpretation) including codified knowledge, material optimization considerations, sequencing, shop and field labor, and more. It’s not a widget that is being purchased as a predefined “hard good.”

I think if clients in the manufacturing, supply, subcontracting, design, contracting, and related markets were made more aware of the differences and values delivered by those of us providing professional services, they could make more informed decisions on the potential cause-effect of their selection and purchase. We do clients a disservice to not explain the nuances between the choices. Conversely, I’ve had the conversations at length with some clients, and even when they acknowledged that they knew they would get a better service that translated into a better outcome, they still chose the low price. We also do our professional services category and peer businesses a disservice to not explain the differences and to compare as if all services are equal. They are not.

If the “low fee” provider will deliver the same scope and positive results, then a client should go with the low fee. If there is something of more value included in the higher fee, then it is up to the provider to define it to the client, make it contextually relevant, and to help facilitate them making the best choice for the specific project. The “right cost” is the cost that is “right in the groove,” no more and no less than it needs to be, for the appropriate results to be achieved. Every dollar spent should yield a return on the investment.

What’s your value proposition?

Resisting Complexity

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As a company gets more mature and grows in size, adding people to support the purpose and mission of the business, it also needs to define internal processes and “SOP’s” (standard operating procedures) to reasonably manage with clarity the volume of work; to deliver to clients the work that supports the “why” of the business at more scale .

However, these SOP’s can also become an encumbrance because often times we end up working more and more to serve the internal functions of the business rather than the clients. This is a subtle, gradual, descent, and easy to miss.

To resist, to remain effective, takes consistent resistance by someone, or by a group of “someone’s” to keep asking this question, in perpetuity, “How can we simplify, resist the complex, streamline, and keep “the main thing the main thing” like we did when the business began, which is to focus on simplifying client’s lives and delivering creative solutions to them?”

Do you want to know one way to measure if you’re being too “internally focused?” First, look at your calendar. How many internal meetings are required each week versus how much time to produce the work and connect in a collaborative manner with the client? This is certainly applicable to those with client relationship management (CRM) responsibilities in any measure. But everyone, every role, impacts the client, whether a CRM, accounts payable representative, receptionist, engineer, proposal writer, scheduler, principal, project manager, designer, or other.

It’s all about the client, the customer. It’s all about the delivering the service or product as scoped, and in a manner that makes their experience reasonably positive, and one of relative ease.

We can lose sight of this if we don’t create and maintain awareness and constructive tension in the system.

It’s the responsibility of all of us to remind ourselves and our colleagues to “keep it simple.” And it starts at the top, with the leader of the business.

Build the systems, deliver to the SOP’s, but only if they are supporting the purpose driven mission of the business to the benefit of the client. Cut out everything else.

A Simple Business Differentiator

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“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.

What I’ve been Up To

Posted on by johnlwheaton1

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

Strategies and Scripts – Client Relationship Repair

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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.

The Flagship Office- The Office for the Now

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Back in early December of 2020, one of my outside board of advisory members asked me this question, “So now with COVID19 reality and remote work, what are you going to do with this building?” My immediate answer was brilliant, “I don’t know.” Subsequently the board members, my partner, and I, engaged in a discussion about the pro’s and con’s of having a substantial office space that was equipped for doubling the size of our staff, assuming everyone was in the office. “What do you think the odds are that everyone will return to the office?” “Do you envision a reality where 100% of staff will be operating together 100% of the time, with no offsite remote work?” “How do we justify the overhead costs with empty space?” “What’s the value?” Many of us are asking these same questions.

I recently participated in a PSMJ (Professional Services Management Journal) webinar about current compensation strategies and the future of human resources (HR) in A/E firms (Architecture and Engineering.) Multiple surveys were taken from the 300+ participants during the 1-hour session. All were dealing with the questions of remote work, partial remote work, in-office, out-of-office, and so on. Interestingly, while multiple hybrid work models were the largest percentage of the sampling, a follow up analysis showed that only 5% of people wanted to remain remote and work at home 100% of the time. If you had gotten answers to the same question one year ago in February of 2020, prior to everyone actually doing remote work, you would have gotten a much higher percentage.

The debate is real. The questions are substantive. We’ve seen big companies choose to not occupy new headquarters buildings, to cancel new leases, and to stay in current spaces. We’ve seen some say “we’re going to be 100% remote now forever.” We’ve seen some still going ahead with buildings equipped to house all or part of their staff. But the reality is, everything has changed. What was once the norm is now disrupted. It was going this way, but the COVID19 pandemic reality accelerated the process; it created the cause-effect response available in a connected, internet-based, digital world. Response to the remote-based work environment, hybrid models, or 100% in-office, are going to vary by industry, company, and position. All I know is that it’s going to be different.

Once again, the question: “So now with COVID19 reality and remote work, what are you going to do with this building?” I’ve been thinking about this continually, monitoring our experience, getting input from others on an Executive forum thread with PSMJ, listening to staff, to podcasts, gathering information, talking to clients, related businesses, and more. I’ve been watching the realities hitting retail in the pandemic and digital environment as well. We all know that the future, and the “now”, of “brick and mortar” retail is quite different. Smart retailer’s have gone digital, while also showcasing some of their work and products in specific stores. Outlier stores have been closed, inventory in the remaining stores reduced, and more invested in online and warehoused inventory. So what about the future of the “office?” What about the future of it in the context of professional services? How about more specifically in A/E? Here’s how I envision it.

Think “flagship store.” The future of “the professional service office” is a multi-dimensional experience for all who enter, all who are affiliated with the company, including staff, clients, vendors, affiliates, referrers, advocates, collaborators, students, recruits, and more. Just as smart retailers have put in place digital infrastructure while creating a physical retail location that is experiential, showcasing products, services, and supporting their brand, such is the future of the professional services office. What does this multi-dimensional office look like? What is the envisioned experience? What is it? What is it not? It will depend on the location, industry, work type, and so much more.

It is no longer simply a place to go work for 8 hours a day and go home. It is no longer a static space to just do work and collaborate with clients and staff. It’s a “watering hole” a “community well” a “gathering place” for the industry, domain, practice segments. It is a representation of brand through physical placement of things representing the work, through digital experiences accessible in multiple areas throughout the facility, where clients can access and reference the showcased services, engage electronically, or personally. The 3-D printer is continually printing samples of products and goods supported by the service. Spaces are nimble and flexible for collaborative teams. Spaces are hybridized. Glass is more prevalent in creating separation and visibility at the same time. People can talk to a representative like they do at a bank. Services can be ordered and procured on the spot if desired. Clients, supporters, and other people connected to the company can come and use common spaces as a “third space” to use wireless, collaborate, take a coffee break. Staff members work productively whether from home or from office based on the need, the work typology, and tasks at hand. Projects are displayed physically, and electronically. The space is a shared work space, brand support, resting space, and more. It is a media center as well. The podcast (if you have one) is produced from a studio in the office such as the one I produce called “The Creating Structure Podcast.” When not accessible, staff, clients, and constituents can have a virtual experience.

Everything we do, including the facilities in which we work, are an opportunity to support and express brand; to express innovation, attract, retain, support and care. The facility, in my reality, has always been required to communicate as much as possible about who we are in the physical expression of the space.

I’m looking forward to creating more of a “flagship” office experience. That’s what we are going to do. That’s how we will use the space. Now let’s see how much we can make it a reality.

Work Backwards

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Clients engage design professionals for the RA or PE stamp, the expertise, the capability, or the capacity. But the value does not reside in the statutory compliance and capability. I’ve met plenty of practitioners that couldn’t engineer client-centered solutions. The reason? Well, there’s a lot of them, but I say it’s mainly from not thinking like the client; not “working backwards” from the necessary or desired solutions. The engineering supports the solution for the client, not the reverse. The engineering has to be satisfied but we have to “think backwards” from the envisioned end result to the start of the design and engineering process.

Think like clients. Think like a builder or a constructor who happens to be an engineer or architect. Get inside the mind of the builder, the glazier, the installer, the fabricator. Get into the “voice of the customer.” Listen. Respect their role. Work to solutions that are simple, sequenced, practical.

We exist for the client; their problem is our opportunity. Their complexity is our unique selling proposition. Every client and every project is unique.

Work backwards to help achieve value.

More on Marketing

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This week I secured a negotiated project with a client. I visited the client about 4 or 5 years ago. I hadn’t secured a project before this week. I know their CEO, Director of Marketing, VP of Operations, Engineering Manager, a couple of Project Executives, and project managers. But nothing happened prior. Sometimes these things take time.

Over the 4 or 5 years I have been an admirer of their growth and I have kept in touch with them. They are reasonably well represented on social media, so my company social media person and I advocate for them and support a lot of their values. One of them is their “Women in Construction” advocacy and staffing.

They like us, we like them. We both create visibility and awareness. There’s been a lot of talk, contact at conferences, and just some good mutual respect. But no work. No project. No actual transactional business relationship. But that’s okay.

Then it all changed. And it changed quickly. You see a project manager from another client that we worked with joined their organization last year. When the project executive on her project needed an engineering parter, and someone that could collaborate through the process, she said “what about Wheaton Sprague and John Wheaton?”

Then came the RFP, then the phone call, context, urgency, clarity of values, and timing. The proposal was written. Follow up happended from them immediately, and a deal was cut, a proposal signed and a Purchase order received.

You see, the relatiohship is paramount. The relationship is to be nutured always, regardless of where it leads transactionally or at a given moment. The relationship has meaning OUTSIDE of a sale. The SALE is just the final expression of value, trust, and relationship; a promissary note that describes what they will pay us when we deliver on our scope and promises.

Don’t ever lead with a sale. It’s disengenuous. Lead with relationship and with sincerity, not manipulation. Everyone knows you are in business to make money. But that’s the end of the process, not the start.

I’m grateful to now be working with them.

Sometimes these things take time.

The Parking Garage Health Facility

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The Cleveland Clinic turned a parking garage into a makeshift medical facility. It looks like a M.A.S.H. unit. This is a great example of “pivoting” (yes I know that’s a buzzword.) Let me back up and take you to the start.

A family member needed a Covid-19 test at the Clinic due to a required medical procedure. I was asked to drive them. The instructions said “go to the Walker parking garage lower level.” “What? Testing in a parking garage?” “This should be interesting,” I thought.

Fast forward to the parking garage. It was brilliant. It’s run with military precision. Specific cars allowed at specific times. Signage, work stations, medical professionals gowned and masked, directing traffic, helping guide, doing testing. No one got out of their car. It’s all done through an open car window. Fifteen minutes. In and out.

Why did this impress me? There’s multiple reasons. The Cleveland Clinic is BIG but they flexed. It was creative, it was clean, it was efficient and it was in a parking deck.

Here’s some of my impressions and takeaways:

1. Big business doesn’t have to be rigid.

2. I’ll bet the nurses didn’t learn traffic flow directing in school. We’ve got to be nimble and self educated in whatever we do.

3. The Clinic got creative and we can be creative in this environment as well.

4. The use of a parking deck; an ordinary, bland, concrete, parking deck. Brilliant. It’s out of the way, efficient for moving cars, isolated from the hospital.

5. Flexibility. People were working from the lower level garage. Its exterior air. There were propane heaters and chairs in strategic locations. It’s not the best space to work from. Professionals have to be flexible. One never knows what to expect next or how they can drive new value in new paradigms.

6. “Can do” attitude. The Clinic figured out a way to test quickly, safely, politely and with test results delivered between 8 hrs and 24 hrs.

Questions:

How nimble are we? How creative are we? How quickly can our business and minds pivot? Can we rally people to deliver around a cause; around a problem, and above and beyond? Are we willing to go there as leaders?

Excuses are easy. Solutions aren’t hard once we eliminate the excuse, we stop looking for others to show the way, and we take responsibility to act, lead, move.

Even parking decks can be a place associated with healing. What have you got that is being overlooked?