What I’ve Been Up To – The Big Pivot

No one has heard from me through this blog in over one year. No posts; no updates. It’s not coincidental. It’s a simple case of energy management, focus, other priorities. Much of it has to do with the “big pivot” at our company Wheaton & Sprague Engineering, Inc., http://www.wheatonsprague.com. I know the term “pivot” is overused, but it’s an appropriate description for what we did starting in July 2023. We made a 180 degree turn on our business. This has been the focus since. I’ve learned a lot in life, and one of them is that I’d rather work to “build the thing” (or rebuild) and then talk about it, rather than talk along the way but not really be able to deliver. This is the “talk about it stage.”

Our business from 1994 to 2023 was primarily a specialty engineering company providing delegated design and engineering to the curtain wall and cladding world. We called this our Building Envelope Engineering Division (BEE). Much of this work was for tall buildings with standard or custom aluminum, metal, and glass cladding in major urban centers. It also included other similar work, and we worked with small, medium and large enterprise subcontractors and fabricators in various regions. We still do, but in different form. I’ll come back to that.

We also maintained a consulting group that was primarily comprised of one person for a few years, and then it grew to 2, 3, 4 and then back down, but it was more of a secondary focus for us. We call this our Building Envelope Consulting Division (BEC.) This work covers broad categories of various building types, forms and surfaces, in the major categories of design, construction, forensic investigation and litigation-claim support.

Along the way at times we tried different things like a Building Structures division that provided primary building structural engineering, and a Building Forensics division which merged all of the above and also a quick response team that could handle emergency failure issues. In 2008 the building structures group couldn’t compete on price with other firms doing only that work, and we shut it down. In the forensic work, we couldn’t really focus enough on that business in the required “horizontal niche” and we shut it down.

What had been the consistent, common thread throughout our history from 1994 forward was building envelope engineering work. This work was delivered primarily by providing structural engineering calculations, shop drawings, fabrications drawings, and thermal analysis (later.) We called this “full service engineering work.” Building Envelope Consulting came along in 2008 through a hire we made. This work got traction over time and remained viable but was a smaller percentage of our revenue.

The full service engineering work over the years provided work on large scale projects, big volume of backlog, often with thousands of person-hours involved. This is what we were know for primarily and where we invested most of our energy. Part of it was intention and part of it was just pure, repeat, sustainable work; energy feeding off of itself, like a hurricane gaining energy as it travels across warm ocean waters.

Over time, we increasingly started fighting various market dynamics. One dynamic was an increase in the number of companies providing similar services, mostly in drafting, but some also in engineering. Another was increased price pressure in the drafting services, which became more of a perceived and actual commodity. In addition, some clients self-perform their drafting work. They only go outside their business if they can’t handle the volume or if they can’t provide the competency on certain categories of work. What happens in this instance is we actually end up competing against our clients. They can typically provide the work at a lower cost recovery rate.

As time marched on, pricing pressure increased. The world got “flatter” and more folks came into the space. Then came 2020. Perhaps the reader may remember a thing called COVID-19, the world-wide pandemic. Everything changed in 2020 and the “rebound year” of 2021. Of course, there’s been strategic shifts and cultural changes since, that are still evolving. One of the big changes was “work from home,” or as it is now termed “remote work.” The demand for building occupancy dropped. The demand for occupancy in major urban centers dropped even more. People began working in all sorts of environments, much of it from home. Demand for virtual work and remote tools soared and was met. What was typically an employer’s market prior prior to 2021 became and employee’s market. Once this door opened, major shifts and movements took place with many leaving their jobs and moving to other companies. It seemed almost like an early western expansion land-grab with unprecedented changes. I mention employer and employee in the context of “business owner with equity” vs “non-owner receiving pay and benefits.” It’s not derogatory, it’s mean to make a point. What had always been the realm of the entrepreneur – owner (I can work from anywhere I want at any time if I choose) became just the opposite. The owner was now saddled in the often empty office, working to maintain course and manage the unprecedented dynamics, while staff members were working wherever they chose, and naming their terms. But that’s the topic for another blog.

Nevertheless, in spite of the above, our BEE business chugged along still providing full-service work at various scales. The work in the BEC business chugged along as well, slowly growing from 2, to 3, to 4.

But finally, inevitably, the dynamics mentioned above, and many, many more variables caught up to us and to themselves. The tail of the building market in our categories started to be visible in summer of 2022. Large design and drafting backlogs of full service BEE work slowly dwindled from September of that year forward, primarily led by lower demand, and increased price commoditization. Clients, also faced with declining demand and staff to maintain, had more and more options from which to choose how to procure their design and drawing needs. Major glazed towers in urban centers slowed to a crawl, if not a stop, except most of those that had been started and financed prior. Interest rates rose, commercial loans came due, leases started to expire, companies needed less space. After 29 years providing full service drafting, design and engineering work, we had essentially ZERO backlog in our drafting service line by June 30 of 2023, even though estimated work had stayed steady. Projects were “delayed” or “on indefinite hold” (whatever that really means.)

So, as it came to be, we made the decision to close our drafting service line and kept only our most experienced senior designer on staff to handle the small volume, system design, product development, and BEC support work. It was a tough decision; 29 years of a primary volume-based service with 8 – 16 people in drafting/design at any given time, now having to be dissolved. We spent the entire month of June and July communicating with hundreds of clients in this space, but to no avail. By the end of July 2023 it was shut down.

Professional engineering worked remained less disrupted since it is less of a commodity due to the smaller pool of registered professionals and somewhat more secure pricing paradigms. While volume dropped somewhat, professional engineering licensing will always be required (until it’s all replaced by AI and “rubber stampers” but that’s another blog as well.)

So our business in July of 2023 became half of it’s prior size in BEE. Thus, the pivot starting August 1, 2023. The pivot was to re-focus on building our BEC business as our primary focus, opening ourselves up to broad categories of building types, shapes and sizes, clad with every type of material on the planet. We maintained our BEE business in structural engineering, system design, product development, and thermal analysis service lines, still providing professional engineering work, and providing shop drawing work on small, boutique projects when requested or when the comps appeared to be viable. For all of the last year we’ve been focusing on building the processes, protocols, new client bases, market segments, all of the infrastructure necessary to support the BEC business, consulting engineering, as a B2B scalable business. We are still working in our “vertical” niche of building enclosure work, but in what we call “radical expansion within our niche.” We work with owners, architects, developers, owner’s reps, other consultants, construction managers, lawyers, insurance companies, manufacturers, suppliers, and more. We can provide services for almost any building type, new or existing, with almost any cladding type, and from sub-grade waterproofing to the roof. We have the people, and the diagnostic and testing equipment necessary to support the work. We have the compliance and statutory entities to perform in multiple states. We still provide BEE work, but in different form and lower volume for now. Our process and senior-level people will allow us to scale BEE quickly if and when demand increases. We also do much ‘cross functional work’ between divisions.

With all of the above came a new location, reducing from 12,300 square feet of office space to 3,920 square feet, still with room to spare for staff in office and staff remote. Yes, we too have a hybrid workforce. We can work from any location via remote workers connected to our home base. We can add satellite offices when it makes sense. I don’t see demand for newly built tall urban glazed aluminum facade work coming back any time soon. I see many other building types and categories still being designed and constructed but they have different looks, types, layouts, and are financed in different ways than prior. I see re-glazing projects, energy retrofits, re-purposed buildings with updated cladding systems. I see brick, metal studs, rain screen systems, foundation walls, roofing and elevated horizontal decks and surfaces. I see buildings in need of repair. I see nothing but opportunity ahead in working to solve bigger problems for owners, who have investments in buildings and properties. Buildings that are important assets to their owners and important places of protection to those working or being housed within the walls. But this is just the beginning. There’s so much more, and we place no limits on what the future may look like in the type of work we do.

The phrase “if you build it, they will come,” has been reverberating in my mind as I’ve been writing this and stewarding the process. That may be true in the Field of Dreams, but it’s not completely true in business. We can build it, and people won’t come if they don’t know about it. We need to tell people about it. We need create visibility and awareness. Creating, or supporting this, is what marketing is all about. In addition, we need to do business development, building relationships with people that make decisions, have needs to fulfill and problems to solve. We need to tell the story, to write about it, to let the world know that we’ve built it, and are continuing to build it. Then they will come. Once they do, excellence, care, solving their problems, will keep them coming, staying, working together.

So, welcome to the new Wheaton & Sprague Engineering, AKA Wheaton Sprague Building Envelope and affiliates. Welcome to our new, 30 year old business. We are all about buildings, building enclosures, buildings in all categories. The best is yet to come

With God all things are possible.

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.

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

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.

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.

Covid19 Dynamics- Business & People

41% of employees considering leaving?

I received this article and link from PSMJ recently in their executive forum thread.

“A recent Microsoft study found that 61% of business leaders say they are thriving while 60+% of staff-level employees say they are struggling.  What is even more striking is that 41% of those surveyed say they are mulling leaving their jobs.”  You can find an article with more detail on the survey here: https://www.bloomberg.com/news/articles/2021-03-22/bosses-are-clueless-that-workers-are-miserable-and-looking-to-leave

My commentary; this is a deep issue. So much of it involves the need for more “self awareness” for everyone. The physical, mental and emotional whiplash effect from transitioning, or trying to transition, out of COVID19 lockdown, in whatever form, is real. Working remotely stifles the full impact of social connectivity, culture, the more predictable and interactive environment of office life. Working remotely for specific reasons or for short sprints, is a great option. Staying remote indefinitely is not.

 

This is a deep well and I can’t do it justice in a short blog. But many people are tired. Many bosses are tired. Many think “they are ok” but they are not. My first question to everyone now is “how are you doing?” “Is there anything I can do for you to help?” Liberal use of calls from managers and ownership to staff via video chat really helps.

The number one predictor of long life in the top ten indicators is social connectivity and engagement. Think about it.

 

There’s turnover happening and it will continue to happen as people evaluate their life and options. We have been working to mitigate the side effects and rebuild connection and culture at my company but it’s all dynamic and an emerging picture for all of us.

I would love to hear from others on this topic. If you have story to share, please comment.

How are you doing?

COVID19 RULES

Since we are going to be in this environment indefinitely, here’s some things we’ve learned along the way and some observations on managing a professional services business in this reality.

Lead with care First: Health and wellness for clients and staff is #1. It always has been, but even more so now. Care 1st.

Over-Communicate: This is almost always true, but again, more so now. We always THINK we are communicating enough, or appropriately, but that’s rarely the case. Take nothing for granted. Communicate often, and with clarity, by any means necessary.

Get the 1-1 level: Check in at the 1-1 level with everyone that reports to you. Set up new reporting and accountability structures to accommodate the need to be “agile and nimble” in making sure no one is lost in the fray each day.

Virtual meetings: Make generous use of virtual meetings. I prefer MS TEAMS for internal meetings, WebEx for external meetings. TEAMS is a big value for driving engagement.

Office Environment: Make a safe space of beauty somewhere; make it invitational. We did so with our porch and the ability to eat, greet, meet outside through summer and into autumn.

Financials: Share the state of the business with everyone. Make it relevant to their space and contribution

New Sales, Marketing Progress, Project acquisition: Bang the drum loudly. Celebrate wins with everyone in the organization or in our respective domains (depending on size of company)

That’s all for today. I could go on and on but these are at the top of my mind.

Share your observations, insights and feedback. The more we share successes, the better we all will be. There’s enough of the “pie” to go around for everyone.

The Parking Garage Health Facility

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?

The Problem

The problem that we see, the thing that is visible to us, typically isn’t really the problem. What we see is the manifestation of a root cause issue; something underlying.

We say things like “we have a profit problem” or “we have a quality problem” when those aren’t the issues at all. These “problems” are simply how other root causes are being expressed.

The visible expression, what we think of as as the problem, is the “behavior.” But the root cause, the real problem, is internal; it’s rooted in our identity. This can be true organizationally or personally.

For instance, a quality problem may be linked to a lack of training. A profit problem may be linked to numerous root causes, or a broad issue like lack of organizational health.

It’s important to know the underlying issue or issues because otherwise we invest time and money solving the wrong thing; the external thing; the behavior.

It takes time, reflection, self-awareness, listening, and study to identify the underlying issues and get to work on them. But until we do, any progress is temporary and difficult. If the root isn’t fixed the problem wont go away. That’s why New Year’s resolutions typically don’t last. Real change requires a shift; a transformation; from the inside not outside.

We need to view things differently. People are great at seeing the outside when it’s what’s inside that defines the outcome.

“Out of the heart, the mouth speaks,” and other examples express this clearly.

Remote Work

I have a spacious office at my business. It’s comfortable and has triple monitors for super-efficiency. I also have a dedicated office space at home. It’s small but quiet, and completely private. Despite these two office options, I still sometimes work remotely at a neutral location. I do this for 3 reasons.

1. To gain a new perspective on the work; mine and the company’s.

2. To not be interrupted by anyone, nor distracted by the familiarity of the surroundings.

3. To test my remote work systems like VPN, remote access, electronic signature service, and more.

No matter how well I know my company, and I know all the insides and outsides pretty well, it always offers a unique perspective to work remotely.

In the modern economy, the sharing economy, the economy of the microchip, I believe as business owners or managers we should choose to work remotely at times; to force the matter. Keeping things “well oiled” sets us up to function at our best when outside the office, on a plane, in another city, visiting clients, killing time at the airport before a flight, or starting a branch business in a new city.

Are you testing and working with your remote systems, tools, computer, smartphone? Can you run your business from your laptop, tablet, Android or iPhone if you need to? Can you sign legal documents electronically outside of office? Other? Share your experience here if you choose.