If you are unable to come to work for six months,
Jon Clayton:who would run your business?
Jon Clayton:What will happen to your business when you retire or if you unexpectedly passed away.
Jon Clayton:In this episode, we're talking about succession planning.
Jon Clayton:You'll learn what succession planning is, why it should matter to you, what happens
Jon Clayton:if you ignore it, and stick around to the end to learn how to get started with
Jon Clayton:succession planning in your business.
Jon Clayton:Welcome to Architecture Business Club, the show that helps you build
Jon Clayton:a better business in architecture so you can enjoy more freedom,
Jon Clayton:flexibility, and fulfillment.
Jon Clayton:I am John Clayton, your host, and if you're joining us for the first time,
Jon Clayton:don't forget to hit the subscribe button so you'd never miss another episode.
Jon Clayton:We are joined by Kevin Crawford.
Jon Clayton:An architecture practice leader with over 20 years of experience running
Jon Clayton:and growing a practice before putting a succession plan in place through a
Jon Clayton:transition to employee ownership today, he's the founder of Designing Success and
Jon Clayton:co-founder of the Architectural Survey Company and Pilotis, where he helps
Jon Clayton:architecture practice leaders design better businesses, gaining more clarity,
Jon Clayton:time, and freedom, while strengthening the person behind the practice.
Jon Clayton:To connect with Kevin on LinkedIn, just click the link in the show notes.
Jon Clayton:So we, We are gonna talk about succession planning, so that you can build a
Jon Clayton:more resilient architecture practice.
Jon Clayton:Um, this is a really important topic and it's something that we
Jon Clayton:haven't covered on the show before.
Jon Clayton:So, um, when the opportunity came up to, to talk with you about this, Kevin, um,
Jon Clayton:I thought this would be really valuable for us to share with the audience.
Jon Clayton:So, just to start with the basics.
Jon Clayton:What is succession planning?
Kevin Crawford:It's future proofing, uh, the business.
Kevin Crawford:It's protecting legacies.
Kevin Crawford:It's, um, it's ensuring that the business continues, um, without you at some stage.
Kevin Crawford:It's something that we certainly.
Kevin Crawford:Didn't take notice of until it was too late.
Kevin Crawford:Well, not too late, but very late in the day.
Kevin Crawford:Um, and it's just something that, yeah, I just encourage everybody to, to look into,
Kevin Crawford:uh, because it's a massive, massive thing.
Kevin Crawford:Um, and if it's left too late, it can obviously cause problems.
Jon Clayton:Okay, so, so this is really planning for the eventuality.
Jon Clayton:An inevitability in many ways that you as the leader of the practice,
Jon Clayton:you are not gonna be around forever.
Jon Clayton:So it could be that you are unexpectedly unable to work.
Jon Clayton:It could be that you want to retire, we all gonna pass away at some point.
Jon Clayton:Hopefully we've still got a few years left on the clock between us.
Jon Clayton:Um, but it's planning for those eventualities to ensure
Jon Clayton:that the business can still.
Jon Clayton:Thrive.
Jon Clayton:Um, without you or without you, the key people within your team.
Kevin Crawford:At Crawford Architecture, it was maybe slightly,
Kevin Crawford:uh, well, probably not unique, but, uh, it was a family business.
Kevin Crawford:Uh, my dad started in 1987 and we always, we always.
Kevin Crawford:Mentioned it from time to time, but it was something that a younger me
Kevin Crawford:just thought I was traditionally told.
Kevin Crawford:My dad was traditionally told that, you know, these things sort
Kevin Crawford:themselves out at retirement age.
Kevin Crawford:And we said, you know, we'll get a, a meal, a coffee, a drink, whatever it was.
Kevin Crawford:We, we'll, we'll sort it sometime.
Kevin Crawford:And they, they didn't feel like there was any panic, any rush.
Kevin Crawford:Um.
Kevin Crawford:And then my dad got to, uh, 70, uh, probably 70th birthday.
Kevin Crawford:You know, I was just, uh, touching 40 and what, what, what do we do?
Kevin Crawford:What, what actually happens here?
Kevin Crawford:Um, we also had a lot of long serving, uh, team members at Crawford
Kevin Crawford:Architecture probably sitting there in the wings wondering, you know, is
Kevin Crawford:their career pathways, what, what's going to happen to the business?
Kevin Crawford:we we're very late in the day.
Kevin Crawford:We were of the opinion that this just sorts itself out when my dad
Kevin Crawford:wants to take a real step back.
Kevin Crawford:Um, and I found out that it's, uh, clearly not that way.
Kevin Crawford:Um, and the other businesses that we've since started, um, which are all
Kevin Crawford:like an ecosystem of tools for, uh, for practices, but, um, they're all.
Kevin Crawford:It started with succession plans in place, you know, with, uh, you
Kevin Crawford:touched on Pelus there with the, the app that we've been developing.
Kevin Crawford:There was a five year, uh, plan put in place from, from day one, uh, when
Kevin Crawford:we got the investment to, to do it.
Kevin Crawford:So, um, we were very much like, I guess, the traditional way of doing things.
Kevin Crawford:You know, we don't, we don't need that.
Kevin Crawford:Well, we'll worry, worry about that tomorrow.
Kevin Crawford:It was definitely a, a, a tomorrow job, you know, keep putting
Kevin Crawford:it back, keep putting it back.
Kevin Crawford:And to be honest, I didn't even know what it was.
Kevin Crawford:I didn't.
Kevin Crawford:I didn't know what the options were.
Kevin Crawford:I didn't, I'd never looked into it.
Kevin Crawford:I was just very much the, uh, and my dad as well, very much the, uh,
Kevin Crawford:ostrich, you know, buried the head in the sand and, and not become the eagle.
Kevin Crawford:Um, and rise above and have a look down at what's actually happening.
Kevin Crawford:So I think we, when I look back now, it's great to be able to tell the story,
Kevin Crawford:but probably not with that in mind.
Kevin Crawford:But we had.
Kevin Crawford:Very much put system, strategies, software, all these sorts of things
Kevin Crawford:in place, which in the end probably made it a lot easier because we had,
Kevin Crawford:you know, we'd looked at, um, people in certain roles and, one year plans,
Kevin Crawford:three year plans, things like that.
Kevin Crawford:But we hadn't actually looked to the actual succession.
Kevin Crawford:Bear in mind that I was only 40, um, you know, which clearly I didn't.
Kevin Crawford:Plan to, to do what we've done at 40.
Kevin Crawford:Um, and it was probably forced upon us because of my dad's age and his situation
Kevin Crawford:for, uh, for what he was going to do.
Kevin Crawford:So, um, yeah, it's an interesting one, but it's, it's complex as well.
Jon Clayton:Absolutely.
Jon Clayton:Yeah, I think the.
Jon Clayton:The situation that you described, or at least how it you, how it was before
Jon Clayton:that you'd gone through this process, that that sort of, uh, manana, you know,
Jon Clayton:we'll, we'll leave it for another day.
Jon Clayton:We won't worry about it.
Jon Clayton:I mean, that must be the sort of status quo with, with many,
Jon Clayton:like majority of practices.
Jon Clayton:I would think that it is something that.
Jon Clayton:I think thinking that far ahead can be a bit uncomfortable for people, you
Jon Clayton:know, thinking about coming to terms with the fact that they may not be
Jon Clayton:around forever and that they do have to think about, you know, what is the
Jon Clayton:exit plan or the strategy for sort of passing the reins onto somebody else.
Jon Clayton:You know, how will this business continue?
Jon Clayton:Um, and that's probably quite scary for a lot of people to think about.
Kevin Crawford:Yeah, very much so because.
Kevin Crawford:The industry, um, it's very much reactive.
Kevin Crawford:Um, I think reactive is one of the main problems that, that certainly we had
Kevin Crawford:in the practice for a long time, and that, without going down that topic,
Kevin Crawford:but, you know, that's like when people are reactive to, to every request,
Kevin Crawford:teams, clients, projects, uh, emails, um, but it's like, just deal with the,
Kevin Crawford:the fire in front of you at the moment.
Kevin Crawford:And my personal experience, which is.
Kevin Crawford:Uh, yeah, it, it's nice to speak about it now, but I wish I'd obviously known what
Kevin Crawford:I knew now all these years ago because I, I thought by spinning the hamster wheel
Kevin Crawford:faster and harder, I thought by going in at 4:00 AM and working till midnight.
Kevin Crawford:Don't get me wrong, I always came home and, uh, you know, I had time with the
Kevin Crawford:kids, but as soon as they were in bed, I was back to it and I was, my approach was.
Kevin Crawford:Work more hours.
Kevin Crawford:Um, that, that was my original plan, uh, which probably
Kevin Crawford:relates with a lot of people.
Kevin Crawford:but obviously since then, uh, clearly that wasn't the, the way to do it.
Kevin Crawford:Um, and then we needed the right people in the right seats and we
Kevin Crawford:needed, uh, all these systems and strategies and things in place and, uh.
Kevin Crawford:Yeah, heading towards the, um, the all up my goal, which
Kevin Crawford:was the succession planning.
Kevin Crawford:But there's, even with that, I think it was a two year, uh, a two year,
Kevin Crawford:challenge, basically from the minute I started looking into it, to when we
Kevin Crawford:actually did the, uh, the transition.
Kevin Crawford:So it's a long, it's not something we're gonna take lightly, obviously.
Kevin Crawford:Um, it's a massive, massive decision and potentially even more so because.
Kevin Crawford:My mom and dad were involved and, and it was their retirement as well.
Kevin Crawford:So it's not just me.
Kevin Crawford:Uh, so I kinda had a double, uh, a double pressure, if you like.
Kevin Crawford:I need to look after, well, it's three.
Kevin Crawford:It was three ways because it was, I had to get a solution that worked for.
Kevin Crawford:My mom and dad in retirement for myself and my family, and also the,
Kevin Crawford:the team at, at Crawford Architecture, you know, a lot of them, like
Kevin Crawford:I said, have been long serving.
Kevin Crawford:Um, but, but the whole team, you know, how did, how did what my dad started
Kevin Crawford:in 1987, and I've obviously contributed to, you know, to over the last 20 years.
Kevin Crawford:Um, how did we protect that legacy?
Kevin Crawford:How did we ensure that the company kept going?
Kevin Crawford:Um, and what was the best, the best outcome?
Kevin Crawford:There was probably three options.
Kevin Crawford:and we just chose, yeah, employee ownership and.
Kevin Crawford:It was, it's exciting.
Kevin Crawford:It's, it's not without its challenges clearly I don't think anything is,
Kevin Crawford:there's no overnight successes.
Kevin Crawford:Um, something that's built over 39 years in my dad's case, but
Kevin Crawford:obviously in my case, I went as a 14-year-old after school.
Kevin Crawford:So I've been involved in the practice for 27 years.
Kevin Crawford:Um, probably, certainly 15 to 20 of them in the managerial role.
Kevin Crawford:And obviously the latterly 10, 15 years pretty much, you know, in that, um.
Kevin Crawford:A role of, of managing a team of architects and technologists and admin and
Kevin Crawford:finance and everything that goes with it.
Kevin Crawford:Um, so there's a lot to think about.
Kevin Crawford:Um, but it's, that was our choice.
Kevin Crawford:Um, but the people, a lot of people I also work, um, and, and speak to
Kevin Crawford:a lot of, uh, different practices nowadays, and I just find it really
Kevin Crawford:interesting because the majority haven't.
Kevin Crawford:Looked at this, uh, don't know anything about it, and probably
Kevin Crawford:do think it's for a, a rainy day.
Kevin Crawford:Um, I used to think we were alone.
Kevin Crawford:I used to think, why do we not have this in place?
Kevin Crawford:And I think probably my dad would agree with me, um, probably from
Kevin Crawford:his side because he's my dad.
Kevin Crawford:He probably felt that he wishes he'd done it, but hey, everything's
Kevin Crawford:there to become a story, isn't it?
Kevin Crawford:So we didn't have it in place and that was just how it was.
Kevin Crawford:Um, but now we do, and it's a lot of hard work,
Jon Clayton:So we, we've talked around this a little bit, but
Jon Clayton:why, why does this matter?
Jon Clayton:You know, could we talk a little bit about the, the why
Jon Clayton:about why this is so important?
Kevin Crawford:Yeah, I think, um, why it's so important is because, like
Kevin Crawford:you say, there, welcome a day, um, when somebody either wants to retire
Kevin Crawford:or somebody wants to go part-time or somebody wants to spend more time.
Kevin Crawford:Uh, for me, I, I actually, I clearly didn't want to retire, um, at 40.
Kevin Crawford:Um, but what I did want to do was have a, um, like so, so Cammy being 11.
Kevin Crawford:Um, in particular got Charlie Ben eight as well, but at 11 years old, I kinda looked
Kevin Crawford:at that spell for the next five to seven years, you know, being, uh, as a kid,
Kevin Crawford:um, until he, you know, he is, uh, maybe not wanting so much to, to do with us.
Kevin Crawford:Um, so I looked at that and I felt that I just wanted to, my main goal
Kevin Crawford:here was to enjoy my, my role doing what I do, but, um, being, being
Kevin Crawford:present, being, being present for them.
Kevin Crawford:And that was, uh.
Kevin Crawford:I didn't want to go and take on another five to seven, 10 year plan to just pay my
Kevin Crawford:dad for his, we were 50 50 shareholders.
Kevin Crawford:Um, so if I went with a 5, 7, 10 year plan to buy my dad's 50%, I would then be.
Kevin Crawford:financially tied to doing that for that period of time, I would then be
Kevin Crawford:able to turn around to call me at 18, Charlie at 15, um, and say, guess what?
Kevin Crawford:Dad owns a hundred percent of a business and I might have
Kevin Crawford:been nearer 50 by that time.
Kevin Crawford:And then I think, you know, what, what am I going to do with it?
Kevin Crawford:You know?
Kevin Crawford:So I would then just be back to, I would've went through all that to
Kevin Crawford:then not have a plan for myself.
Kevin Crawford:So, um, I think.
Kevin Crawford:I'm lucky.
Kevin Crawford:I feel lucky.
Kevin Crawford:I was, you know, a lot of stress, a lot of, uh, a lot of tough times in
Kevin Crawford:there, um, mentally, is it everything?
Kevin Crawford:Uh, it's really, really tough.
Kevin Crawford:But, um, I think it's so important because you need a, it's like anything,
Kevin Crawford:you need a plan in place, don't you, you know, for, for most things.
Kevin Crawford:Um, and a plan for the business is one thing, but the succession
Kevin Crawford:plan is a, a major thing.
Kevin Crawford:And I think for the rest of the team as well, because they now, um.
Kevin Crawford:You know, two people were made, uh, directors, there was a, you know,
Kevin Crawford:a design director, a commercial director came out of that.
Kevin Crawford:Um, there was two people became directors of an EOT board.
Kevin Crawford:And it's the little things that people almost, you know, I, I like how they
Kevin Crawford:speak about we, as opposed to, they used to say, I work for Kev, um, or John.
Kevin Crawford:And I always used to connect them saying, well, you work, we work
Kevin Crawford:together as a team and we probably installed like an employee.
Kevin Crawford:Ownership model if you like, or attitude or culture.
Kevin Crawford:Culture's the word actually, um, in the team previously.
Kevin Crawford:But I think with doing what we're doing, it shows that it's not just about us.
Kevin Crawford:Um, it's about the, the wider team.
Kevin Crawford:Um, and that shared vision that I speak about a lot with the coaching and the
Kevin Crawford:events that I've been doing, you know, that shared vision was, is massive.
Kevin Crawford:I had a vision in my head, um, and.
Kevin Crawford:I didn't communicate that vision with anybody.
Kevin Crawford:So how, when I look back now, people were just doing what we were like
Kevin Crawford:asking them to do and nobody really knew what they were striving for.
Kevin Crawford:Like, where are we, where are we going with this business?
Kevin Crawford:What are we trying to, to do?
Kevin Crawford:What's the, what's the goal?
Kevin Crawford:What's the five year plan?
Kevin Crawford:10 year plan, 15 year plan.
Kevin Crawford:20 year plan?
Kevin Crawford:So, um, I guess it's going back to the original question.
Kevin Crawford:You know, why, why it matters so much is because if it's left too late either.
Kevin Crawford:It nothing like you, you, if you leave it too late, you're
Kevin Crawford:almost relying on somebody buying your, your business, I guess.
Kevin Crawford:Um, and how, how do you do that?
Kevin Crawford:And somebody is not just probably going to pick up the phone and say, I'll give
Kevin Crawford:you X amount for, for your business.
Kevin Crawford:Uh, so there's a valuation, um, of the business goes into that.
Kevin Crawford:I guess even at that stage, if it's not planned properly and
Kevin Crawford:it's a bit rash, then you could.
Kevin Crawford:Either sell it for the wrong price or to the wrong people and then
Kevin Crawford:the team maybe don't, you know, um, follow the new owner's, uh, guidance.
Kevin Crawford:And I dunno, there's, there could just be a range of problems.
Kevin Crawford:So, um, certainly in my case, it was definitely something
Kevin Crawford:that was for another day.
Kevin Crawford:But when that other day came, I just wish I'd done it previously.
Kevin Crawford:But at the end of the day, it was probably.
Kevin Crawford:Well, my dad was 70.
Kevin Crawford:I certainly wouldn't advise doing it when you're 70.
Kevin Crawford:Um, but even at 40, I would've loved if I'd had a plan in place for me starting
Kevin Crawford:basically at as soon as we started, as soon as I was brought into the practice.
Kevin Crawford:But certainly for people who are, maybe the practice is not, um, that
Kevin Crawford:old, um, or new startups or somebody who's maybe thinking about, right.
Kevin Crawford:Okay.
Kevin Crawford:I'm thinking about five, 10 years down the line here because.
Kevin Crawford:Certainly with the employee ownership, that's a, you know, that's a, a five
Kevin Crawford:to seven year plan, you know, so it, it does take me, um, you know,
Kevin Crawford:five, seven years down the line.
Kevin Crawford:It's not instant.
Kevin Crawford:Um, and yeah, it's just so important.
Jon Clayton:Do you think succession planning is relevant to all practice
Jon Clayton:owners, like even sole practitioners?
Jon Clayton:Does it matter about the size of practice?
Jon Clayton:Should we all be thinking about this?
Kevin Crawford:So through design success now where we are, um.
Kevin Crawford:You know, being, being certainly relatable over impressive,
Kevin Crawford:the, the, the journey at times.
Kevin Crawford:But, um, we, you know, have chats.
Kevin Crawford:Look at the biggest challenges facing, uh, sole practitioners, um, up to
Kevin Crawford:teams with, you know, maybe 15, 20, uh, people and everything in between.
Kevin Crawford:And a lot of the times, some of the, the, the challenges are the same.
Kevin Crawford:Clearly there'll be some different ones depending on team sizes, but I think.
Kevin Crawford:I would say yes.
Kevin Crawford:You know, like ev every business is a, is a business and especially if
Kevin Crawford:you're a, a sole practitioner, because then it's solely dependent on you.
Kevin Crawford:So what happens if, if you go, uh, like what is the plan?
Kevin Crawford:Whatever, do the projects go who, you know?
Kevin Crawford:So there's, there's got to be plans in place.
Kevin Crawford:Um, or at least thinking about them.
Kevin Crawford:Uh, I'm not gonna sit and say that everybody needs to do it
Kevin Crawford:right now, but you need to at least start thinking about it.
Kevin Crawford:And for the thinking about it, you need time.
Kevin Crawford:And one of the things that I used to say was, I don't have time.
Kevin Crawford:Like I don't have time for, for anything.
Kevin Crawford:And now, um, so I work with, with Jason Graystone and he is my mentor and,
Kevin Crawford:and his, um, his business always free.
Kevin Crawford:Um, his, um, saying is that time's your greatest asset?
Kevin Crawford:And it is always stuck with me because I always devalued my time.
Kevin Crawford:I always said that I don't have time and now.
Kevin Crawford:I don't say I have time just to do anything I want, but you choose
Kevin Crawford:your time more wisely and you appreciate the value of that time.
Kevin Crawford:Um.
Kevin Crawford:And the reason I say that is because to get that succession plan and in place,
Kevin Crawford:it needed time, it needed time out of the business, um, away from the day to day.
Kevin Crawford:And it's funny because some of the events that we've held late lately, we'll have
Kevin Crawford:people, uh, sign up for the event and um, then on the day we'll get an email
Kevin Crawford:saying, sorry, I just don't have time.
Kevin Crawford:And, uh, like I think a big, big, big part of the event is to try.
Kevin Crawford:Get people more time, more focused, uh, more structure to your day, to your
Kevin Crawford:week, um, to actually buy yourself time.
Kevin Crawford:And for us it was actually, uh, traction.
Kevin Crawford:So any, any listeners that, that like reading books?
Kevin Crawford:Um, traction by Geno Wickman was a massive one for me.
Kevin Crawford:Um, I read that and probably, um.
Kevin Crawford:When I look back, I've, I've read a lot of books and my problem that
Kevin Crawford:I had at the time was that I didn't implement what I'd learned and then
Kevin Crawford:I, I began to learn to implement what I'd learned before I moved on to the
Kevin Crawford:next thing, which was a big thing.
Kevin Crawford:Um, but traction certainly gave me the foundation for, for how,
Kevin Crawford:how I was laying out the business.
Kevin Crawford:Um, one of the things.
Kevin Crawford:Interaction is about getting, uh, focused days away, uh, from the business,
Kevin Crawford:um, and me and my business partner.
Kevin Crawford:Long story short, we went to, we decided to go to 10 Reef for three days, and
Kevin Crawford:clearly that was challenging tradition.
Kevin Crawford:Like, why should somebody who's so busy be able to go to 10 Reef?
Kevin Crawford:We had people saying that that's not right.
Kevin Crawford:We had people saying it was just a holiday.
Kevin Crawford:We had people, you know, everybody doubted it, but.
Kevin Crawford:I had a plan and I set out the three days.
Kevin Crawford:And the three days started with, um, getting a two hour walk in the morning,
Kevin Crawford:you know, at six 30 in the morning, um, getting, you know, a circa 14,
Kevin Crawford:15,000 steps in before breakfast.
Kevin Crawford:We then had an agenda.
Kevin Crawford:One of these obviously been succession planning, um, but we also had data,
Kevin Crawford:you know, how, how do we start.
Kevin Crawford:Looking at data in the business, how do we analyze rather than,
Kevin Crawford:uh, base things on emotion?
Kevin Crawford:How do we base it on, uh, the actual, um, data that, that, that we're getting?
Kevin Crawford:Um, how do we just basically try to solve everything, all the challenges
Kevin Crawford:in the business in that three days?
Kevin Crawford:We did that, we had an agenda all day.
Kevin Crawford:We went for a nice meal at at night, and we did that repeat three times.
Kevin Crawford:and now with design success, we're doing that with practice owners.
Kevin Crawford:Um, it's taking a small group away, uh, for two, three days.
Kevin Crawford:People that have previously said, I don't have time.
Kevin Crawford:I, I don't have time to do that because I'm too busy in the business.
Kevin Crawford:But you need to like buy time to get time and, and until people fully appreciate
Kevin Crawford:that, um, it can be so powerful.
Kevin Crawford:So, um, yeah, there's, there's a lot to a lot on that angle.
Kevin Crawford:Just getting yourself away from that day to day to, to be able to do this.
Jon Clayton:Absolutely.
Jon Clayton:I love that idea.
Jon Clayton:I think it's, um, a great idea.
Jon Clayton:I think the.
Jon Clayton:A change of environment can make su such a huge difference to your mindset
Jon Clayton:and you know, how you approach things.
Jon Clayton:For sure.
Jon Clayton:So having something like that where you had like, um, a work trip away that was
Jon Clayton:very focused, working on the business like that, that's such a great idea.
Jon Clayton:what, what problems can occur later down the line if we ignore this, if this, the.
Jon Clayton:Classic thing that, let's be honest, most businesses, most small
Jon Clayton:businesses are right now probably ignoring succession planning.
Jon Clayton:Um, what are some of the problems that you've come across that
Jon Clayton:can occur when you do ignore it?
Kevin Crawford:the immediate thing that springs to mind is there, is there's
Kevin Crawford:actually problems both sides of it, so.
Kevin Crawford:The problems, this side of it, in my case, certainly were the, um,
Kevin Crawford:you know, we, we've lucky, lucky the family relationship, the family, family
Kevin Crawford:dynamics and we've always got on and things, but it tests, uh, it, it, it
Kevin Crawford:becomes, it's strange relationships, um, because thankfully we've got that back.
Kevin Crawford:It was temporary, but there's times in there where we don't, nobody was
Kevin Crawford:really sure what was happening and, um.
Kevin Crawford:You know, what is employee ownership?
Kevin Crawford:What, how does it look?
Kevin Crawford:You know, I can't just, I couldn't just go and buy like 50% shares off
Kevin Crawford:my dad because there was no planning.
Kevin Crawford:Um, so I think there can be a lot of, um, problems this side of it as well.
Kevin Crawford:also, like if it's not planned and you are, say you were just
Kevin Crawford:selling the business, you're relying on somebody having the
Kevin Crawford:capital to go and buy the business.
Kevin Crawford:On the other side of it for us on employee ownership.
Kevin Crawford:There then comes the challenges as well, because you've got to explain
Kevin Crawford:obviously, what it is, what it means for the team, um, that it's a, it's
Kevin Crawford:a longer term plan, um, and everybody needs to understand what the plan is.
Kevin Crawford:You know, obviously people don't, we don't need everybody becoming
Kevin Crawford:owners as the title suggests.
Kevin Crawford:It's like, um.
Kevin Crawford:I don't know the analogy of a a, a football team.
Kevin Crawford:Everybody plays different positions.
Kevin Crawford:You know, somebody's the chairman, somebody's the director,
Kevin Crawford:somebody's the, the, the manager.
Kevin Crawford:Somebody's the striker, somebody's the defender, somebody's the goalkeeper.
Kevin Crawford:And if we all do our roles well then the practice is, uh, successful
Kevin Crawford:and, and, and moves forward.
Kevin Crawford:Uh, so role definitions became massive as well with it.
Kevin Crawford:But, um, there's, there's challenges.
Kevin Crawford:I've yet to speak to anybody who says, uh, business is easy.
Kevin Crawford:Um.
Kevin Crawford:I think we, we touched on the, uh, dent Global ski trip that I was, I was
Kevin Crawford:on in February there, and you had 84 entrepreneurs on the, the ski trip,
Kevin Crawford:and what I loved about that, I'd never skied in my life by the way, but, um,
Kevin Crawford:what I loved about it was you had.
Kevin Crawford:Uh, entrepreneurs, business owners, all sitting.
Kevin Crawford:Um, like I say, there was, there was no egos in there.
Kevin Crawford:So Daniel Priestley's motto, there was, um, being relatable over impressive
Kevin Crawford:but it was everybody speaking about the challenges in business and we
Kevin Crawford:all face challenges in business.
Kevin Crawford:So, without deviating too much from succession planning.
Kevin Crawford:You know, I just felt that we were in an industry, there was no collaboration.
Kevin Crawford:Um, everybody felt, you know, you can't speak to another practice
Kevin Crawford:because they're a rival or something.
Kevin Crawford:But, um, that's how I was brought up and some of the best conversations
Kevin Crawford:that that have happened have been coffees with, uh, other people
Kevin Crawford:living the same journey because, you know, we can all help each other.
Kevin Crawford:We all share the same problems.
Kevin Crawford:And, and these events that we've been doing, um.
Kevin Crawford:You know, nice numbers, uh, 2015 people all just let's,
Kevin Crawford:what's your biggest challenges?
Kevin Crawford:And you'll, you'll notice that a lot of the time people actually
Kevin Crawford:start collaborating with each other.
Kevin Crawford:So, you know, I, I had that challenge, but I overcome it and
Kevin Crawford:I learn all the time as well.
Kevin Crawford:And there's a really nice thing that I'm, I'm finding through
Kevin Crawford:collaboration and, um, just about respect to each other's businesses.
Kevin Crawford:And how did, how did you deal with this?
Kevin Crawford:So, I think collaboration's another, another big one
Kevin Crawford:for people to, to consider.
Jon Clayton:Absolutely.
Jon Clayton:I'm a big believer in that.
Jon Clayton:And, um, we could do a whole other episode or a whole series
Jon Clayton:just around that for, for.
Jon Clayton:Uh, for sure.
Jon Clayton:Yeah.
Jon Clayton:Yeah.
Jon Clayton:There's a lot of mileage in that one.
Kevin Crawford:Yeah.
Jon Clayton:Um, that's been, that's been really interesting though
Jon Clayton:for you to share that as well.
Jon Clayton:As you say, it's a little bit of an aside to the succession planning.
Jon Clayton:Um, bringing it back to that though, where do you suggest we start with it?
Jon Clayton:If we want to start thinking about succession planning,
Jon Clayton:where should we begin?
Kevin Crawford:I think it's back to the, the same point
Kevin Crawford:that we spoke about earlier.
Kevin Crawford:It's, it's, it's just giving yourself time, giving yourself at least a, a
Kevin Crawford:day or two away from the, the business.
Kevin Crawford:Um.
Kevin Crawford:To think about that looking back, could I have done it?
Kevin Crawford:Um, I, I touched on right at the start that had a back operation, okay.
Kevin Crawford:And that, that forced me to stop, um, for a, for a good period of time.
Kevin Crawford:Like, clearly I couldn't do my early mornings and my late nights, and
Kevin Crawford:I, I couldn't really do anything.
Kevin Crawford:So that forced me to stop.
Kevin Crawford:And that's where I started implementing my two frameworks.
Kevin Crawford:Now that I, I use, um.
Kevin Crawford:So the, the first framework's personal, it's the person behind the practice,
Kevin Crawford:but the second one's the, uh, the, the business, the five pillars of business.
Kevin Crawford:And in that, there's a, there's, there's part of it that's about not forcing
Kevin Crawford:anybody, but encouraging, advising, um, people to take time, uh, time outta that
Kevin Crawford:day to just assess what is going on.
Kevin Crawford:And one of the most powerful exercises I've, I've done, and
Kevin Crawford:I do it at the events, is just.
Kevin Crawford:Saying What, what's worked well, you know, what worked well last year?
Kevin Crawford:What didn't work well last year?
Kevin Crawford:What's, how's the first quarter of 2026 going, uh, what's the friction?
Kevin Crawford:What's holding us back?
Kevin Crawford:What's been the biggest, uh, you know, time wast and things and, and
Kevin Crawford:looking at all that sort of thing.
Kevin Crawford:And I think that's maybe where, where to start.
Kevin Crawford:But, um, it starts with taking time because if you don't take the time and
Kevin Crawford:you just keep going, you'll, you'll.
Kevin Crawford:Well, there won't be time to put a, a plan in place, you know?
Kevin Crawford:So,
Jon Clayton:It's just recognizing the importance of this and like
Jon Clayton:making time for the important things like this being one of them.
Jon Clayton:Um, because otherwise, like everything else just gets in the way and this stuff
Jon Clayton:doesn't get worked on, uh, unfortunately,
Kevin Crawford:I think discipline, you know that word discipline comes
Kevin Crawford:into a lot because it'll always be something that will get in the way.
Kevin Crawford:And on the health and wellbeing pillar, that's actually become more important
Kevin Crawford:than I actually ever imagined with the, the people I'm working with as well.
Kevin Crawford:Um, I always including myself, but there'll always be something that gets
Kevin Crawford:in the way of your 10,000 steps or your water intake or your sleep, unless you're
Kevin Crawford:disciplined and you stay consistent.
Kevin Crawford:And I think all these things, you know, if you're consistent, if you're
Kevin Crawford:consistent with even dedicating some time.
Kevin Crawford:Um, there's one of the, the clients just last week that we were looking
Kevin Crawford:at their, uh, their weekly structure and how they can dedicate time to
Kevin Crawford:work, um, you know, on the business as opposed to in the business.
Kevin Crawford:And even just setting whatever it was, two hours on a Friday as a
Kevin Crawford:starting point or dedicate half a day.
Kevin Crawford:Um, and then that, that if you look at your weekly structure.
Kevin Crawford:It's amazing if you actually just hold yourself.
Kevin Crawford:Hopefully, basically it's like putting in a meeting with yourself.
Kevin Crawford:But, um, then you've got to be accountable for that and don't let it slip.
Kevin Crawford:'cause there'll always be a client, there'll always be an an email,
Kevin Crawford:there'll always be a zoom call.
Kevin Crawford:There'll always be something that could get in the way of it.
Kevin Crawford:And the longer you do that, it compounds.
Kevin Crawford:And then before you know it, you, you don't have any plan
Kevin Crawford:in place and you've just spun.
Kevin Crawford:Um, for all these, all these months, uh, and years possibly.
Jon Clayton:what would be the main thing that you want people to
Jon Clayton:take away from this conversation?
Kevin Crawford:I think it's probably just a, hopefully just, you know,
Kevin Crawford:if people are listening to this, you know, out for a. Out for a
Kevin Crawford:run in the car, wherever they are.
Kevin Crawford:I think it's hopefully just something that maybe just makes people
Kevin Crawford:stand up and take notice a bit.
Kevin Crawford:I think, um, when I've had a, a relationship with my own family, put in
Kevin Crawford:jeopardy, um, and thankfully it is back.
Kevin Crawford:We're we're, we're all good.
Kevin Crawford:Um, but you can see how things can be spread and hopefully
Kevin Crawford:just my, my story being at 42.
Kevin Crawford:Um, it being forced upon me, um, but actually managing to, to navigate it.
Kevin Crawford:And, um, I also, I spoke to a lot of people who'd been through
Kevin Crawford:it, um, the good and the bad and learned a lot from that as well.
Kevin Crawford:So, NBD yeah, that's what, you know, that's what I'm here for.
Kevin Crawford:Design success is here for now as well.
Kevin Crawford:I think succession planning becomes a massive part of that.
Kevin Crawford:Uh, we are clearly not telling, uh, we're clearly not trying to teach architects.
Kevin Crawford:Uh, how to be architects.
Kevin Crawford:They're good at that.
Kevin Crawford:Um, that's what their, that's what their skillset is.
Kevin Crawford:They're brilliant at, um, being architects.
Kevin Crawford:But, um, a lot of us are never taught how to run a business, and we're certainly
Kevin Crawford:not taught how to do succession plans.
Kevin Crawford:So, um, just leaning on that experience, um, and not leaving it too late.
Kevin Crawford:So, yeah, hopefully just people, um, not thinking.
Kevin Crawford:Right.
Kevin Crawford:I'll just put that on the back burner again.
Kevin Crawford:Um, and at least, um.
Kevin Crawford:Just doing something about it, even if it's the start of it.
Kevin Crawford:Um, but just a bit of a, a plan.
Kevin Crawford:And like I say, feel free to reach out if, if anybody wants any advice,
Kevin Crawford:zoom, call, uh, coffee, whatever.
Jon Clayton:Mm. That's fantastic.
Jon Clayton:W was there anything else you wanted to add about the topic
Jon Clayton:that we haven't already covered?
Kevin Crawford:Um.
Kevin Crawford:No, I think we've, we've covered it well, I think, um, like I say, I'm always
Kevin Crawford:learning with it, and I think unless you do a, uh, a complete buyout and
Kevin Crawford:you, you're out the, the business, um, certainly for the employee ownership,
Kevin Crawford:You know, it's quite exciting.
Kevin Crawford:It's a modern approach.
Kevin Crawford:There's certainly within architecture and engineering, um, industries,
Kevin Crawford:it's, it's popular, um, and, and only getting more popular.
Kevin Crawford:Um, but it certainly doesn't come without its challenges.
Kevin Crawford:I'm not gonna sit here and say that's, uh, um, an absolutely perfect scenario.
Kevin Crawford:You know, I've still got a lot of work, um, that I do strategy wise with,
Kevin Crawford:uh, the team at Crawford Architecture because we've built up over 25
Kevin Crawford:years, um, in there, and it's me.
Kevin Crawford:You know, I was choosing who does the roles.
Kevin Crawford:Um, some might work, some might not.
Kevin Crawford:Um, but what's the longer term plan on this?
Kevin Crawford:Who's gonna step into what role?
Kevin Crawford:Um, and it's me balancing that with helping others and finding time for
Kevin Crawford:myself to make sure, uh, that we keep developing the, or developing and just
Kevin Crawford:helping other practices, you know?
Kevin Crawford:So, just encourage people to think about it.
Jon Clayton:I've got one quick question for you, Kevin.
Jon Clayton:Before we wrap things up, I wanted to ask you, what is one resource
Jon Clayton:that you use in your business that you couldn't live without?
Jon Clayton:So this could be a website, could be software, an app, um, a book, a
Jon Clayton:podcast, anything spring to mind.
Kevin Crawford:the project management software.
Kevin Crawford:So in lockdown, we, we, we, that's when we changed over to project
Kevin Crawford:management software and it was a game changer from folk, um, in the office.
Kevin Crawford:You know, people throwing a, a message on a paper airplane.
Kevin Crawford:Um, but now, you know, even post-it shooting instructions over the office.
Kevin Crawford:Um.
Kevin Crawford:And me trying, uh, run a business on a bit of paper really.
Kevin Crawford:Um, so when we went to general project management software, that was where
Kevin Crawford:I had the idea, uh, to go and build.
Kevin Crawford:An app, um, I probably wouldn't advise people to go, go down that journey
Kevin Crawford:because it's a, it was a long process, three years, uh, hell of a lot of
Kevin Crawford:time and, and everything into it.
Kevin Crawford:But, um, for me it's the, it's, it's the project management software, which
Kevin Crawford:is now tis, um, that, that we are, uh, we're, we're only in beta testing
Kevin Crawford:and we've got, um, we've got people be testing at the moment, but for me it's,
Kevin Crawford:it's the project management software.
Kevin Crawford:Um, we had too many apps where we had different time tracking apps and
Kevin Crawford:different this and different that, and it was about spreadsheets everywhere.
Kevin Crawford:It's definitely been our project management software over
Kevin Crawford:the, uh, the last few years.
Kevin Crawford:Certainly I'd be lost without it.
Kevin Crawford:I can check it any given time where anything is.
Kevin Crawford:And, um, yeah, definitely that one.
Jon Clayton:Kevin, thank you so much for, for joining us today.
Jon Clayton:Really appreciate you sharing your expertise on the show.
Jon Clayton:Could you just remind everybody.
Jon Clayton:Be the best place to connect with you online.
Kevin Crawford:Yeah, just on LinkedIn really, John.
Kevin Crawford:Um, yeah, just feel free to drop a message on, uh, on LinkedIn and
Kevin Crawford:uh, it's probably the best place.
Kevin Crawford:Happy to have a call.
Kevin Crawford:Happy to have a chat.