The Zweig Letter

Zweig Group

The Zweig Group provides management information and expertise to architecture, engineering, planning, and environmental consulting firms worldwide. Our books, magazines, research reports, seminars, conferences, awards programs, and consulting services provide Design Firm leaders with the tools they need to be more successful! The Zweig Letter Podcast is a regular dose of ideas, topics, and information discussed in our Newsletter. The Zweig Letter is one of the longest-running newsletters in the Design Industry.

  1. 1일 전

    Benchmarking the Future: AE Firm Performance Insights with Monograph and Zweig Group

    “Whatever is the hardest path is probably the path we should be on. The hardest path is also the least traveled.”Robert Yuen Episode Summary:In this episode of The Zweig Letter Podcast, host Randy Wilburn is joined by Robert Yuen of Monograph and Mark Zweig of Zweig Group for a candid conversation around the future of A/E firm management. Together, they explore the recent industry benchmarks released by Monograph, unpack persistent pain points for design firm leaders, and discuss how technology is reshaping project visibility, profitability, and firm culture. The discussion dives into the importance of real-time data, transparency, and the need to rethink how AEC firms measure success—challenging outdated norms that stifle both business growth and employee engagement. With stories from Robert’s career and practical lessons for both emerging and established leaders, this episode delivers actionable strategies for navigating the evolving landscape of architecture and engineering firm management. Key Takeaways:Prioritize Real-Time Financial Data: Accurate, daily time tracking and monthly invoicing transform firm cash flow and profitability, while improving financial literacy at all levels.Culture Is as Critical as Tools: Transparency, communication, and a willingness to share essential financial metrics with staff help reshape and elevate firm culture, supporting sustainable growth.Small Firms, Big Potential: Success isn’t determined by size—firms pursuing excellence at any scale should aim for profitability, intelligent processes, and strong client relationships.AI for Better Processes: Automation and AI-driven workflows, like contract parsing and resource allocation, can instantly streamline operations and reduce manual data entry.Simplicity Drives Adoption: Keeping time tracking and project categorization simple increases accuracy and efficiency, preventing costly misattributions and confusion. All this and more on this episode of the Zweig Letter podcast. Links referenced in this episode:Monograph Website: https://www.monograph.com/Connect with Robert Yuen: robert@monograph.comConnect with Robert Yuen on LinkedInConnect with Mark Zweig on LinkedInLearn about the Zweig Letter and subscribe: https://thezweigletter.com/AI in AEC and Benchmarks: Explore Monograph’s Benchmark Reports  (linked from monograph.com)Connect with Randy Wilburn on LinkedIn Get your FREE Subscription to the Zweig Letter Newsletter. Stay tuned for more enlightening content from the Zweig Letter podcast, and make sure to subscribe for regular updates! Other episodes you'll enjoy:From Specs

    1시간 2분
  2. 6월 12일

    ElevateAEC 2025 Preview: Growth, Innovation, and Networking Opportunities in San Antonio

    ElevateAEC 2025 Preview: Growth, Innovation, and Networking Opportunities in San Antonio“Proximity is a place of power. If you are a design firm leader or design firm owner and you’re trying to take your firm to the next level, sometimes it means you need to get around other people that have actually already done it.”Randy Wilburn Episode Summary:Randy Wilburn and Luke Carothers deliver an exclusive preview of the 2025 Elevate AEC Conference, September 9–11 in San Antonio, Texas. Drawing on extensive industry experience and insights from previous events, they explore what makes Elevate Conference a critical growth catalyst for AEC firm owners, emerging leaders, and rising talent. The conversation covers the conference's complete experience—from industry award celebrations to transformative workshops and strategic peer networking opportunities. Randy and Luke examine how Elevate AEC drives firm growth, fosters innovation, and strengthens organizational culture across all career levels. They dive into this year's theme, "The Speed of Business," and discuss the enhanced opportunities created by Zweig Group's recent integration with Stambaugh Ness. For AEC professionals celebrating recent successes or navigating strategies in today's fast-evolving marketplace, this episode demonstrates why Elevate AEC stands as the industry's premier annual gathering. Key Takeaways:Power of Proximity: Connecting in person with successful peers and industry leaders at Elevate AEC provides real-world insights, mentorship, and examples to follow—no matter your firm size or discipline.Holistic Recognition: The conference celebrates the full spectrum of AEC professionals—from designers to marketing and operations—reinforcing the idea that everyone contributes to a firm’s success.The Speed of Business: 2025’s theme focuses on innovation and acceleration in the AEC industry, challenging the notion that the sector is slow to change and spotlighting transformative technologies and practices, including AI.Action-Oriented Learning: Participants can expect workshops, roundtables, and panels covering recruitment/retention, ownership transition, diversity, marketing, and AI—ensuring actionable insights for every attendee.Unmatched Networking & Culture: The camaraderie, energy, and actionable conversations foster business deals and lifelong professional relationships—plus, the celebration is second to none, from the Black Tie Awards Gala to “next-level snacks.”Firm Growth Stories: Alumni share firsthand accounts of executing major business improvements inspired by past Elevate conferences, underscoring the event’s tangible ROI. All this and more on this episode of the Zweig Letter podcast. Links referenced in this episode:Reserve Your Spot at ElevateAEC 2025 in San Antonio, TX Luke Carothers on LinkedIn Randy Wilburn on LInkedIn Get your FREE Subscription to the Zweig Letter Newsletter. Stay tuned for more enlightening content from the Zweig Letter podcast, and make sure to subscribe for regular updates! Other episodes you'll enjoy:a...

    35분
  3. 4월 24일

    Beyond Awards: How Data and Research are Elevating AEC Firms

    “I think the employee experience—and we've seen over the last five years how important the employee experience has been with how tight the labor market has been and how everybody is competing for the same people… To ensure good retention, you must survey your employees to see what they think of your firm.”Kyle Ahern About our Guests:Keith Sequeira serves as Senior Director of Analytics and Technology at Zweig Group, where he leads research, analytics, and technological innovation, driving new approaches in data collection and delivery for the AEC sector. Kyle Ahern, Manager of Awards and Analytics, has spent over ten years at Zweig Group, with deep expertise running the Best Firms To Work For (BFTWF) program and integrating employee survey data into actionable insights for the industry. Supporting the conversation is co-host Luke Carothers, a guiding voice in exploring the data-driven evolution of AEC firm management. Episode Summary:This episode dives into the evolving landscape of research, data, and industry benchmarking within the architecture, engineering, and construction (AEC) space. Host Randy Wilburn teams up with co-host Luke Carothers to interview Keith Sequeira and Kyle Ahern, uncovering how Zweig Group’s research initiatives—especially the Best Firms To Work For (BFTWF) program—are reshaping the value of employee sentiment and firm benchmarking. Keith and Kyle discuss how design firms’ needs have shifted from simply seeking award recognition to actively using detailed survey data to drive strategy, foster better workplaces, and compete more effectively for talent. The conversation highlights the innovations in delivering real-time, actionable analytics through platforms like Zweig Insights. The team details the new research calendar and tiered participation incentive program, aimed at driving engagement and ensuring the most up-to-date data for all Zweig Group reports. From the transition away from static reports to the implementation of dynamic benchmarking tools, this episode offers practical wisdom for firm leaders looking to leverage industry data for recruitment, retention, and firm growth. Key Takeaways:Actionable Benchmarking: Firms increasingly participate in BFTWF for the employee data and benchmarking tools, not just for the award, using insights for internal strategy and improvement.Technology-Driven Insights: Zweig Insights platform provides interactive, real-time benchmarking and analysis, moving beyond traditional static PDF reports.Participation Incentives & Timely Data: A new research calendar and tiered discount structure incentivize timely survey participation, ensuring fresher, more accurate reports for all firms.Employee Experience Drives Success: Surveying for employee sentiment is vital for recruitment, retention, and competitive advantage—and firms must communicate the survey's purpose and act on the findings.Continuous Recognition and Industry Celebration: Zweig’s award programs, culminating at Elevate AEC, play a critical role in celebrating firm achievements and motivating ongoing improvement within the industry. All this and more in this episode of the Zweig Letter podcast. Links referenced in this episode:Keith Sequiera on...

    45분
  4. 4월 10일

    Supporting AEC Industry Emerging Talent: Insights from Rising Stars Mike Makris and Duncan Robertson

    "Mistakes are not fatal, but don't keep them to yourself.”Mike Makris About our Guests:Originally from Washington, Duncan Robertson has spent the past six years honing his marketing and public relations expertise and now brings those skills to the design industry. After earning a Communication degree with a business emphasis from Boise State University, he dove straight into his career, channeling his versatile communication background to connect with diverse audiences. Duncan’s passion and creativity in marketing and PR continue to shine, fulfilling his early aspirations in this dynamic field. Go Broncos! Mike Makris is an engineer who has spent nearly a decade at the heart of the AEC industry, driven by a desire to act as a change agent within both his organization and the field at large. He focuses on employee development, innovative fee billing structures, and forward-thinking marketing strategies that keep the industry ahead of the curve. Revered for his efforts to foster productive conversations and elevate professional standards, Mike takes pride in contributing to these ever-evolving discussions. Episode Summary:In this episode of The Zweig Letter Podcast, host Randy Wilburn teams up with Luke Carothers to spotlight two of the AEC industry’s brightest emerging professionals: Mike Makris and Duncan Robertson, both recognized with the Rising Stars Award from Zweig Group. From engineering and land development to marketing and business growth, Mike and Duncan share real-life perspectives on innovation, leadership, and the career impact of earning such a notable distinction. If you’re looking to strengthen your firm’s approach to talent development—or seeking first-hand insight into accelerating your own career—this discussion provides practical strategies and lessons learned from two award-winning paths. Join us to discover how these rising talents are shaping the future of the AEC industry and what it means for your own professional journey. Key Takeaways:Mentorship is Essential: Establish genuine mentorship relationships within firms to support and guide young professionals.Embrace Diverse Roles: Successful AEC firms recognize the value of both technical and non-technical roles in achieving growth.Navigate Imposter Syndrome: Open communication and strong leadership support help new entrants overcome self-doubt.Innovate Beyond Conventional Paths: Encourage flexibility and exploration in career choices within the AEC industry to fulfill personal and organizational goals. All this and more in this episode of the Zweig Letter podcast. Links referenced in this episode:Mike Makris on LinkedIn Duncan Robertson on LinkedIn Luke Carothers on LinkedIn Randy Wilburn on LInkedIn BHC Website Tamarack Grove Engineering Get youra...

    57분
  5. 2월 27일 · 보너스

    Elevate AEC - Culture Shock: How to Keep Your Company Vibes Alive

    "Every time we give an award to someone, there is one of our six values that's tied in with the citation."Don Young In this episode of the Zweig Letter Podcast, we share a panel session from the Zweig Group's 2024 ElevateAEC event. We delve into the evolving landscape of modern work environments and the importance of maintaining a thriving culture in the architectural, engineering, and construction (AEC) industry. Host Chad Coldiron is joined by industry leaders Joseph Campos, Don Young, and Shelby Harvey, who share their insights on what it means to be recognized as one of the Best Firms to Work For. The panel discusses their unique journeys into the AEC industry, the significance of employee engagement surveys, and how to turn feedback into actionable change. Listeners will gain valuable perspectives on fostering a positive workplace culture, tackling challenges in remote work, and the essential qualities of effective leadership. This episode is a must-listen for professionals looking to enhance their firms and create an environment where employees thrive. Key Takeaways:Employee Engagement: Regular surveys and feedback mechanisms are vital for understanding employee needs and improving workplace culture.Celebrating Success: Acknowledging achievements, both big and small, fosters a sense of belonging and motivates teams.Flexibility in Work: Balancing remote work with in-office presence is crucial for maintaining team dynamics and productivity.Leadership Qualities: Effective leaders embody humility, vulnerability, and a positive mindset, which are essential for building trust and collaboration within teams.Cultural ROI: Investing in professional development and creating clear career paths can significantly improve employee retention and satisfaction. Chapters:(00:00) Introduction(01:30) Panelist Introductions(05:00) Discovering a Career in AEC(15:00) Importance of Employee Engagement(25:00) Insights from the Best Firms to Work For(35:00) Maintaining Company Culture(45:00) Q&A Session(55:00) Conclusion All this and more on this episode of the Zweig Letter podcast. Links referenced in this episode:Connect with Chad Coldiron on LinkedIn Connect with Joseph Campos on LinkedIn Connect with Don Young on LinkedIn Connect with Shelby Harvey on LinkedIn Get your FREE Subscription to the Zweig Letter Newsletter. We highly encourage you to listen to the full episode to gain deeper insights into how AI is poised to revolutionize the design industry. Stay tuned for more enlightening content from the Zweig Letter podcast, and make sure to subscribe for regular updates! Other episodes you'll enjoy:Elevate AEC Keynote - Empowering AEC Professionals: Trends and Strategies for Success with Chad Clinehens and...

    54분
  6. 2월 6일

    From Specs to Stories: Cherise Lakeside's Podcasting Adventure!

    From Specs to Stories: Cherise Lakeside's Podcasting Adventure! "A lot of architects are rather introverted as well, so it takes some work to pull that out. And for me, my win is, did I get you out of your shell to share your passion for what you do for a living and what you create?"Cherise Lakeside About the Guest:Cherise Lakeside is a seasoned Senior Spec Writer at RDH Building Science. With a rich career path spanning construction, architecture, and building science, Cherise has acquired a profound understanding of the design industry. She has been actively involved in teaching and mentorship, notably being a long-time instructor for the Construction Specifications Institute Education Program. In addition to her professional work, Cherise is the host of the detailed podcast produced by ARCAT, where she shares her industry insights and engages in deep discussions about architectural design and project execution. Episode Summary:In this episode of the Zweig Letter Podcast, host Randy Wilburn sits down with Cherise Lakeside, a notable figure in the architecture and design sector. With a career that began unexpectedly in high school, Cherise narrates her journey from administrative roles to becoming a respected spec writer and public speaker in the industry. She emphasizes the importance of mentorship and shares her experiences with speaking engagements and the impact of social media on her career. This episode offers listeners a compelling narrative about career evolution and the diverse paths within the architectural industry. Cherise Lakeside discusses her unexpected foray into the world of podcasting as the host of the detailed podcast on ARCAT. Initially hesitant, Cherise embraced the opportunity and has since relished the engagement with various experts in the field. Her podcast focuses on sharing knowledge and offering practical insights, making it a valuable resource for professionals in the design world. Throughout the conversation, Cherise highlights the importance of authenticity and connection, which resonates deeply with the podcast's growing audience of listeners seeking technical and inspirational content. Key Takeaways:Career Evolution in Design: Cherise Lakeside shares her unique journey within the architectural industry and the benefits of exploring cross-disciplinary opportunities.The Power of Mentorship: Emphasizing the significance of mentorship, Cherise elaborates on her teaching ventures and the impact of guiding the next generation of design professionals.Insights into Podcasting: Learn how Cherise transitioned to becoming a podcast host, her strategies for engaging conversations, and the benefits for both mentors and mentees within her content.Industry Impact: The detailed podcast serves as an educational platform, addressing real-life challenges in architecture and offering detailed insights that encourage positive changes within the industry.Networking and Collaboration: The episode highlights how developing relationships through conferences, social media, and podcasting can lead to substantial professional growth and brand elevation. Chapters: 00:03 - Introduction to the Zweig Letter Podcast02:49 - The Journey of Shareese Lakeside: From Receptionist to Spec Writer14:15 - The Importance of Mentorship in the Design...

    1시간 4분
  7. 1월 23일 · 보너스

    ElevateAEC - How we Inspire and Transition Ownership to the Next Generation

    ElevateAEC - How we Inspire and Transition Ownership to the Next Generation"The ownership transition is not just about percentages; it's about value and creating a legacy." John R. McAdams About the Guest: John R. McAdams is the founder of McAdams, a leading engineering, planning, and design firm that has shaped communities for over 40 years. Known for his entrepreneurial spirit and dedication to innovation, John has led transformative projects in land development and infrastructure. In this episode, he shares his journey as an industry leader, offering valuable insights into business growth, leadership, and passing the torch to the next generation of design professionals. Episode Summary:This episode of the Zweig Letter Podcast dives into the journey of founding the John R. McAdams Company in 1979 by John R. McAdams himself. He discusses the company's initial funding, the deliberate planning, and the establishment of a professional services firm rather than a solo practice. The episode focuses on the company's continuous ownership transition program, highlighting the importance of valuation, crafting a shareholder's agreement, and the procedures for transitioning ownership. McAdams elaborates on the criteria for inviting new owners and the benefits of a systematic ownership distribution to retain talent, ensure fairness, and promote growth without needing to sell the firm at retirement. Specific strategies, including leveraging Zweig Group's industry ratios and avoiding ESOPs to concentrate ownership among key contributors, are explained. The episode concludes with McAdams's personal story and plans for his shares as he approaches retirement. Key Takeaways:Founding and Vision: John R. McAdams established the John R. McAdams Company in 1979 with initial funding and deliberate planning to create a professional services firm, distinguishing it from a solo practice.Ownership Transition Program: The company emphasizes a structured ownership transition program, including valuation, crafting a shareholder's agreement, and defined procedures to transition ownership, ensuring talent retention, fairness, and growth.Strategic Ownership Distribution: The firm uses industry ratios from Zweig Group and avoids ESOPs, focusing on concentrated ownership among key contributors to sustain the firm's success and avoid selling at retirement.Criteria for New Owners: McAdams outlines specific criteria for inviting new owners, ensuring that ownership is distributed to those who significantly contribute to the company's success and align with its long-term vision.Personal Reflections and Plans: The episode concludes with McAdams sharing his personal story and discussing his plans for his shares as he nears retirement, providing insight into his leadership philosophy and succession planning. All this and more on this episode of the Zweig Letter podcast. Links referenced in this episode:McAdams Website The Zweig Letter Zweig Group Flipping Book Get your

    59분
  8. 1월 16일 · 보너스

    ElevateAEC - From Chaos to Clarity: Mastering Project Leadership and Organizational Growth

    "You never know where you are going to learn information that is going to potentially be game-changing for you." Justin Smith About the Moderator: Justin Smith is a renowned expert in project management strategies and tactics, providing strategic consulting and training for the Zweig Group. With an impressive track record in business growth and leadership, Justin brings a wealth of knowledge to the discussion. Episode Summary:Join us as Justin Smith moderates a panel of esteemed experts, including Aaron Lauinger, Tiara Marcus, and Brian Sielaff, representing firms excelling in client engagement, project leadership, and culture protection. Discover how to drive return on investment (ROI) and ownership of your most valuable initiatives throughout your organization in this engaging panel discussion from the ElevateAEC Conference. Industry experts share their insights on the essential role of high-level sponsorship and the importance of aligning initiatives with company culture. They emphasize that achieving significant change requires a commitment to client engagement and empathy, which ultimately enhances brand identity and client experience. The conversation also highlights the necessity of ruthless prioritization and accountability in implementing successful strategies. Through real-world examples and candid reflections on missteps, this episode offers valuable takeaways for any firm looking to elevate its operations and foster long-term growth. Key Takeaways:Client Engagement: Developing a differentiated brand through meaningful client interactions is crucial for standing out in a crowded market.Project Leadership: Empathy and client-centric approaches are essential for transforming project management into project leadership.Culture Protection: Maintaining a strong organizational culture requires intentional decision-making and aligning office environments with company values.Strategic Initiatives: Successful initiatives require high-level sponsorship, clear ROI measurement, and a commitment to long-term goals.Change Management: Adapting to change involves ruthless prioritization and ensuring the right people are driving initiatives forward. All this and more on this episode of the Zweig Letter podcast. Links referenced in this episode:The Zweig Letter Zweig Group Flipping Book Get your FREE Subscription to the Zweig Letter Newsletter. We highly encourage you to listen to the full episode to gain deeper insights into how AI is poised to revolutionize the design industry. Stay tuned for more enlightening content from the Zweig Letter podcast, and make sure to subscribe for regular updates! Other episodes you'll enjoy:Innovative Startup Pirros Revolutionizes Detail Management for Design Firms Connect with Zweig Group:Instagram: Zweig...

    1시간 7분

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The Zweig Group provides management information and expertise to architecture, engineering, planning, and environmental consulting firms worldwide. Our books, magazines, research reports, seminars, conferences, awards programs, and consulting services provide Design Firm leaders with the tools they need to be more successful! The Zweig Letter Podcast is a regular dose of ideas, topics, and information discussed in our Newsletter. The Zweig Letter is one of the longest-running newsletters in the Design Industry.