Jon Clayton:

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.