The Standardization Paradox: Can AEC Firms Scale Quality Without Sacrificing Innovation?
How far should AEC firms go in standardizing the way their people work?
It's a particularly interesting question in an industry built around the expertise and judgment of creative professionals. Much of our success depends on giving talented people the freedom to solve unfamiliar problems, challenge established assumptions, and discover better ways of working.
Yet as firms grow, the different ways in which individual professionals approach their project work can make it increasingly difficult to maintain quality, collaborate effectively, and benefit from the organization's collective experience.
The challenge becomes even more consequential as AI enters the picture. To help employees do their best work, AI needs access to the knowledge, standards, and practices that make each firm distinctive.
So firms standardize.
However, in a rapidly changing environment, organizations need to both establish shared ways of working and avoid becoming so attached to those practices that they struggle to improve them.
I've become convinced that one of the most important opportunities for AEC firms aspiring to become Modern Learning Organizations is to rethink the relationship between standardization and innovation. By becoming more intentional about how they define, share, and continuously improve what good looks like, firms can establish a stronger foundation for quality and consistency while actually increasing their capacity to innovate, learn, and adapt to change.
SMPS WEBINAR | Beyond Proposal Automation: Rethinking How AEC Firms Win Work in the AI Era
In this session, Nicole Chavas, Chief Operating Officer at Greenprint Partners, shared how her team is taking a clean-sheet approach to designing work in the AI era. At a 35-person firm without dedicated knowledge management or L&D teams, AI is becoming a core teammate embedded directly into how work gets done.
Rather than layering AI into existing processes, Nicole is rethinking those processes entirely, starting from a challenge most growing firms share: the people who hold the knowledge the firm needs are often not the same people doing the work that needs it. Institutional memory, market awareness, process expertise and client relationships live in different heads, and getting them into the right conversation at the right time is harder than it sounds.
Three principles are guiding Greenprint's approach: redesign the work instead of retrofitting what already exists, foster human connection where it matters most, and use AI to elevate implicit knowledge into repeatable processes.
Nicole walked through two parallel efforts. The first reimagines the pursuit process — from how the firm surfaces and evaluates opportunities to how it develops the content that wins them — using AI to draw on institutional knowledge rather than reinvent it each time. The second builds a learning and development pipeline from scratch, capturing expertise through structured interviews with subject matter experts, then using AI to transform those conversations into scalable learning content.
She also explored what it takes to shift mindsets across a firm, and why the emerging KM function may sit at the intersection of strategy and operations, bridging the "why we do things" with the "how we do things" and making sure the organization's collective knowledge is greater than what any one person carries.
Enjoy!
DEEP DIVE | Building Marketing Knowledge Agents: How LS3P, EUA, and Muller Engineering Are Putting Knowledge to Work with Synthesis
Featured Guests
Katie Robinson, Chief Marketing and Knowledge Officer, LS3P
AJ Zandt, Marketing Specialist and Content Writer, EUA
Shayna Lindeman, Senior Communications Specialist, Muller Engineering
Webinar Summary
AEC marketing teams have spent years building and maintaining some of the richest knowledge collections inside their firms: structured CRM data, employee resumes, project descriptions, proposal language, client testimonials, past proposals, market research, and insights captured from subject matter experts.
Synthesis Knowledge Agents offer a new way to put all of that knowledge to work by helping marketing teams find, connect, and apply what their firms already know. The result can be faster workflows, stronger content, and fewer repetitive demands on both marketing teams and the subject matter experts they rely upon.
In this 90-minute webinar, Katie Robinson, Chief Marketing & Knowledge Officer at LS3P; AJ Zandt, Marketing Specialist and Content Writer at EUA; and Shayna Lindeman, Senior Communications Specialist at Muller Engineering, shared the marketing knowledge agents their firms are building and using as participants in the Synthesis Knowledge Agents beta.
Through three 15-minute case studies, they demonstrated real-world agents designed to support marketing, business development, and communications. Their examples showed how firms are using knowledge agents to reduce repetitive work, uncover relevant experience and evidence, and give marketing teams a stronger starting point for creating thoughtful, tailored content.
We explored:
How firms are identifying high-value opportunities for marketing knowledge agents
How agents help teams research RFPs, surface hard-to-find project evidence, and turn it into stronger proposal language, resumes, and qualifications
How agents can reduce repetitive work and make the day-to-day experience of marketing professionals more productive and rewarding
How agents can reduce demands on subject matter experts, allowing them to spend more time on billable work and serving clients
How firms are structuring grounding knowledge and instructions to produce useful, trustworthy results
What marketing teams are learning as they build, refine, and introduce agents within their firms
Where human expertise and judgment remain essential
How agent ownership and content stewardship may reshape the role of AEC marketing teams
Following the presentations, Susan Strom, Chief Client Officer at Knowledge Architecture, facilitated an open conversation with the speakers and audience about what it takes to build useful agents, what these early implementations are revealing, and where marketing knowledge agents may go next.
Building RDG’s Practice Innovation Program | Ron Heims of RDG
Ron Heims has spent his entire career at RDG Planning and Design, moving from architect to IT director to his current role as Director of Practice Innovation. It’s a role dedicated to a question many AEC leaders are sitting with: who is actually responsible for making the firm better at how it works?
In this episode of the Smarter by Design podcast, Christopher Parsons talks with Ron about what a practice innovation program looks like from the inside. The conversation explores how Ron discovers and prioritizes innovation projects across a firm with too many good ideas, how he uses process mapping to diagnose undocumented workflows before any technology gets involved, and how he brings people with competing opinions together to build consensus around a better way forward.
Ron also explains how RDG decides when to buy software and when to build it, and how he and his team have developed a suite of custom tools tailored specifically to RDG's workflows, including a project management platform built with agentic coding tools that connects project teams to RDG's Synthesis intranet knowledge in the flow of work.
A big part of what makes the innovation program work is what happens after a tool gets built. Ron talks about his approach to change management and adoption, including how he keeps early adopters close, responds to feedback quickly, and creates the conditions for people to actually want to change how they work. Building better tools is one challenge. Getting them adopted across a multi-office firm is another problem entirely, and Ron has learned a lot about both.
If you lead or manage an AEC firm and you sense that someone should be focused on innovation on a more dedicated basis, this episode is for you.
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KA Connect 2026 Talks Now Available!
All seven talks from KA Connect 2026 are now available!
We gathered in Sundance in August to explore how AEC firms are designing modern learning organizations to accelerate learning, scale expertise, and thrive in an era of continuous change.
Thank you to our speakers for generously sharing their work, being candid about what worked and what didn’t, and helping all of us all glimpse the future of knowledge and learning in AEC.
Watch the KA Connect 2026 talks, share them with your friends and colleagues, and enjoy!
Why Knowledge Management Is the Next Advantage in AEC
Knowledge Architecture founder and CEO Christopher Parsons recently joined host Baker Nanduru on The AI Advantage to discuss how knowledge management has evolved and why it is becoming essential to realizing the promise of AI in AEC firms.
In the conversation, Christopher traces the evolution of knowledge management through three eras: the digitization of KM 1.0, the social knowledge-sharing of KM 2.0, and today’s AI-powered KM 3.0.
While each era has made it easier for firms to capture and share what they know, AI represents a major leap forward. It allows people to retrieve, synthesize, and apply organizational knowledge in more personalized and context-specific ways. But AI can only be as effective as the knowledge and processes a firm has actually codified.
The discussion goes well beyond technology. Christopher explains why culture—particularly psychological safety and a willingness to share knowledge—remains the most important variable in knowledge management. He also explores why firms often hit a wall as they grow, especially when they continue trying to operate an 80-person firm using the systems and habits that worked when they had 30 people.
Christopher and Baker also examine the “expertise paradox”: AI is especially powerful in the hands of experienced professionals who have the judgment to evaluate and improve its output, even as many of those same experts approach retirement. That makes capturing expertise, developing emerging professionals, and creating systems for continuous learning increasingly urgent.
The episode closes with a practical playbook for AEC firms. Start with real business pain, not technology. Find an executive sponsor who personally uses and understands AI. Treat knowledge and learning as a dedicated, properly resourced business function, not something people are expected to handle in their spare time.
If your firm is exploring how to scale expertise, improve onboarding, prepare for generational transition, or turn AI experimentation into meaningful business value, this episode offers a practical place to start.
WEBINAR | Product Update: The Future of Synthesis
Featured Guests
Christopher Parsons, Founder and CEO, Knowledge Architecture
Webinar Summary
Over the last two years, Synthesis has evolved from a social intranet into an integrated knowledge, learning, and AI platform for AEC firms.
In this webinar, I shared the next phase of that evolution and demonstrated how new Synthesis LMS, AI, and integration capabilities are coming together to help firms put their knowledge to work.
We explored:
How the Search Connector API enables firms and technology partners to build custom connectors and bring more firmwide knowledge into Synthesis
How firms are using Synthesis Knowledge Agents across informational, creation-based, and process-based use cases
How the Synthesis MCP Server connects Claude, ChatGPT, Copilot, and other compatible AI platforms to a firm’s knowledge and learning foundation in Synthesis
How Assignments, Recommendations, and Notifications in Synthesis LMS will help firms deliver the right learning to the right people at the right time
How SCORM support in Synthesis LMS will allow firms to centralize access to courses from learning-content partners and the course-authoring platforms they choose
The emerging vision for the Synthesis Knowledge Marketplace, which will bring trusted industry expertise into a firm’s knowledge, learning, and AI ecosystem
This session is useful for current Synthesis clients, firms evaluating Synthesis, and AEC leaders responsible for knowledge management, learning and development, technology, AI, and digital transformation.
Enjoy!
How Greenprint and MBH Turn AI Experiments Into Business Transformation | Nicole Chavas and Hillary Thompson
In this episode of the Smarter by Design podcast, I’m joined by Nicole Chavas, President and COO of Greenprint Partners, and Hillary Thompson, Principal at MBH Architects, for a candid conversation about what they are learning as they turn AI experiments into meaningful business transformation.
Both Nicole and Hillary are senior leaders who are also personally building agents and redesigning workflows, which gives them a close-up view of not only what the technology can do, but what it reveals about their firms. Again and again, they have found that building with AI exposes the same underlying questions: What does good look like? Is this actually our standard, or just what we happen to do today? Is the knowledge documented clearly enough to use? And are we redesigning the work itself, or simply bolting AI onto an existing process?
One of the clearest lessons is that scalable transformation often means going smaller, slower, and together. Nicole describes initially trying to move quickly, work largely on her own, and use agents to redesign entire business processes at once. What she learned was that proposal development and project management are really collections of interconnected subprocesses, and that lasting change requires a different approach: involve the people doing the work, break the system into smaller pieces, focus on the highest-impact opportunities, define what good looks like, redesign each subprocess for an AI-enabled way of working, and then train the firm on the new process.
Hillary describes a parallel journey at MBH, where rapid prototyping with firm leaders through an “agent charrette” surfaced her leadership team’s dreams for AI-driven business transformation. Rapid prototyping then exposed the undocumented processes, conflicting standards, duplicated effort, and poor data quality standing in the way of their dreams. In that sense, AI serves as an organizational mirror because when agents struggle, they often teach you something about the business.
But process redesign is only part of the challenge. The other major constraint is change capacity. Nicole and Hillary are both operating in environments where the technology is improving faster than their organizations can realistically absorb change. They discuss experimenting with “good enough” solutions, following the energy of early adopters, sharing successful use cases between peers, building trust with skeptics, and giving leaders closer to day-to-day project work permission to control the pace of change.
The goal is to build a trusted core of people at their firms who can experiment, interpret what is changing, and act as a kind of shock absorber for the rest of the organization. This helps the firm move fast without forcing everyone to experience the full chaos of living at the bleeding edge of the AI frontier.
The throughline is that AI itself is not the point. It is an increasingly powerful catalyst for redesigning the business around the fundamentals AEC firms have always cared about: high-quality work teams are proud of, profitably run projects, happy clients, and engaged employees.
I think you’ll love this one.
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WEBINAR | Launching Synthesis @ SMRT
Featured Guests
Nicole Rogers, Senior Principal and Director of Architecture
Graham Parker, Knowledge Manager
Webinar Summary
What changed when SMRT Architects & Engineers implemented Synthesis wasn't just the platform. It was the mindset.
After four intranet iterations spanning nearly two decades — from hand-coded HTML to ThoughtFarmer to SharePoint — SMRT, a 130-person integrated architecture and engineering firm based in Portland, Maine, made a different kind of commitment. They decided that internal work is real work, that their firm is a worthy client, and then treated their Synthesis implementation accordingly.
Nicole Rogers served not just as executive sponsor, but as principal in charge. Graham Parker, who had already proven the ROI of data-driven process improvement on the accounting side of the business, moved into a dedicated knowledge management role. A project number was created in Deltek. Hours were tracked on timesheets. The implementation got the same rigor and attention SMRT gives its external clients and the results showed.
That investment didn't end at go-live. Nicole has continued to drive adoption at the senior leadership level because SMRT understands that launching Synthesis is just the beginning, not the finish line. Meanwhile, Graham has expanded his work into AI, helping build the digital knowledge foundation that makes tools like Synthesis Knowledge Agents and AI Search valuable.
Knowledge management can't be the ninth thing on somebody's to-do list in the AI era. SMRT's story is a case study in what happens when it isn't.
In this webinar, Nicole Rogers, Senior Principal and Director of Architecture, and Graham Parker, Knowledge Manager, share their firm's story — from the organizational shifts that unlocked knowledge management to a live look at where they're headed with AI and learning management.
We explore:
How treating the Synthesis implementation like a real client project changed the outcome
The change management and internal marketing work that drove adoption before, during, and after launch
How Nicole's continued executive sponsorship keeps the platform alive and growing past go-live
How and why Graham moved from the finance team to a dedicated knowledge management role
What it takes to build the digital knowledge foundation that enables AI agents to actually deliver value
A live tour of CALVIN, SMRT's Synthesis platform, and a look at their early work with Synthesis Knowledge Agents and LMS
If your firm has struggled to give its knowledge management program real momentum, SMRT's story offers an honest, hard-won perspective on what it actually takes: the right investments in mindset, people, process, and culture — alongside the right technology.
Enjoy!
How KTGY’s Learning Ecosystem Accelerates Change and Builds Trust | John Robison and Donovan Helminiak of KTGY
KTGY was founded in 1991 with an ambition to build a firm that would outlast the people who built it. Six founding partners set out to create a firm which would endure from generation to generation — a firm whose culture, values, and capability would compound over time rather than walk out the door when any one person retired. What they couldn’t have anticipated is how deliberately, and how systematically, KTGY would eventually design its way toward that goal.
In this episode of the Smarter by Design podcast, I’m joined by John Robison, Chief Operating Officer at KTGY, and Donovan Helminiak, Director of Knowledge Management, to trace the evolution of KTGY's learning ecosystem and examine how it has become one of the firm's most consequential strategic investments.
The conversation goes behind the scenes of how KTGY built four key components of its learning ecosystem:
ELEVATE Leadership — a year-long, cohort-based program built to teach emerging leaders what great leadership looks like at KTGY
ELEVATE Essentials — a foundational knowledge program which grew from a pandemic-era intern series into a hybrid on-demand and workshop model open to the entire firm
ELEVATE Talent Management — a newer program targeting first-time people managers, focused on the day-to-day nuance of leading teams
FUEL — a grassroots mentorship community driven entirely by emerging professionals, deliberately mixing offices and experience levels to build connections that wouldn't otherwise exist across seven offices
The old apprenticeship model — learning one project at a time from the people around you — served KTGY well for decades, but is no longer sufficient for a firm with over 400 employees, seven offices, a generation of retiring principals, and a profession being radically reshaped by technology.
KTGY's answer has been to design something more intentional: a learning ecosystem where cohort-based programs, on-demand curricula, and grassroots community reinforce each other, and where building trust is a primary goal.
As we discussed in the episode, trust is the catalyst that determines how fast AEC firms can change and evolve. To move faster, means intentionally investing in building trust and KTGY’s learning ecosystem has proven remarkably effective at doing exactly that.
If you lead an AEC firm thinking seriously about what it takes to build a culture that connects distributed teams, and stays ahead of change, and endures across generations, this episode is an honest accounting of what that investment (and the returns) look like.
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Modern Knowledge Capture: How AI-Enabled Teams Are Changing the Way AEC Firms Capture Expertise
I spoke at AEC Innovate last month about Synthesis Knowledge Agents and walked through several examples of what AEC firms in our beta program are beginning to build.
In the presentation I showed a contract and NDA review agent that could evaluate an agreement against a firm’s own standards and accumulated judgment. I showed a fee proposal agent grounded in how a firm approaches pricing and scope. I talked about proposal assistants that could draw not only on project information and boilerplate, but also on a firm’s own guidance for writing strong project descriptions and approach statements.
The agents were doing different jobs, but they had something important in common: they were all powered by their firms capturing some version of “this is what good looks like” from their experts.
After my talk, the CEO of one of our prospective clients came up to me and said he loved what I shared. The agents I showed seemed powerful and genuinely useful, and he could immediately imagine a whole collection of them his firm might want to build.
But there was one part he could not quite get past. Was he supposed to sit down alone and write all of those best practices from scratch? Were the people on his leadership team supposed to somehow find the time to document everything they knew before the firm could build useful knowledge agents?
The whole thing suddenly felt daunting and I saw his shoulders had slumped.
Seeing his reaction, I shared the behind-the-scenes story of how MBH Architects created their NDA review agent.
Before their CFO retired, Ryan McNulty, President at MBH Architects, made sure to get him in a room for a brain dump. Over the course of a few conversations, Ryan and his team walked through how he reviewed contracts, specifically NDAs. Which clauses were always unacceptable. Which ones the firm would negotiate, and under what circumstances. What unusual language tended to appear, and how the firm had learned to respond. Decades of contract judgment, compressed over time into instinct, were suddenly made visible.
They distilled those conversations into a set of NDA best practices. Those best practices now power a contract review agent. Any manager at MBH can upload a new client NDA, and the agent can go clause by clause, identify potential risks, explain its reasoning, and suggest a response based on the firm’s own accumulated judgment.
The CFO had not sat down alone with a blank page and written the definitive guide to reviewing NDAs. Ryan and his team had partnered with him to draw that knowledge out through conversation, examples, questions, and iteration. AI could help accelerate that process even further.
The CEO’s reaction was immediate.
“Oh my gosh. I didn’t even think I could use AI that way. It's so obvious now that you are saying it.”
Between the people on his marketing and operations teams, the experts throughout the firm, and AI, he could imagine capturing a great deal of this knowledge much faster than he had assumed.
Building useful knowledge agents no longer felt out of reach. What had changed wasn’t the technology, it was his mental model for knowledge capture.
He had been imagining an expert alone with a blank page.
But there’s a better way.
Inside Shive-Hattery's Leadership Development Program | Jennifer Bennett of Shive-Hattery
Jennifer Bennett didn't think she had what it took to be a leader. As a structural engineer coming up at Shive-Hattery, she assumed leadership required a natural charisma she didn't have. In 2007 she was invited to participate in the firm's Leadership Development Program and changed her mind. Today she's President and CEO of the 750-person, 18-office architecture and engineering firm, and she runs the program herself.
In this episode of the Smarter by Design podcast, Jennifer takes us inside how Shive-Hattery’s Leadership Development Program actually works: the cohort structure, the Socratic teaching method, the five curriculum pillars (business acumen, negotiation, high-performance teams, culture and values, emotional and social competence), and the real strategic projects each cohort tackles over their 15-18 months together. She also shares how she builds the trust a cohort needs to succeed and how the program itself is evolving as she brings her executive team in to teach modules so the firm can double how many future leaders it reaches each year.
At its core, Shive-Hattery’s Leadership Development Program isn't just about developing individual leaders — it's about teaching people to lead change in a way that's consistent with Shive-Hattery's culture and to carry that culture forward as they rise. That's part of a bigger act of stewardship. Shive-Hattery is a firm with more than 125 years of history and Jennifer sees investing in future leaders as central to how the firm sustains, evolves, and grows for decades to come. Past leaders invested in her generation; now it's her generation’s turn to pay forward.
If you lead an AEC firm or are thinking about what it takes to build a leadership culture and an enduring firm, this episode is for you.
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WEBINAR | Synthesis Knowledge Agents: Live Demo + Insights from the Private Beta
Featured Guests
Christopher Parsons, Founder and CEO, Knowledge Architecture
Webinar Summary
Knowledge agents are emerging as one of the most promising applications of AI for AEC firms—helping teams accelerate learning, scale expertise, and streamline workflows.
In this webinar, Christopher Parsons, Founder and CEO of Knowledge Architecture, will provide a live demonstration of Synthesis Knowledge Agents, showing how agents are created, refined, and deployed to solve real business problems.
Along the way, Christopher will share what we're learning from firms participating in the Synthesis Knowledge Agents private beta, highlighting the patterns and strategic insights emerging from early adoption.
We'll explore:
A live demonstration of Synthesis Knowledge Agents, including how to create and refine agents from scratch
Real-world examples spanning informational, creation-based, and process-based use cases
The progression from informational AI assistants to workflow-transforming knowledge agents
The common characteristics shared by firms making the fastest progress with knowledge agents
How firms are capturing and structuring knowledge to power more capable agents
Where knowledge agents are headed and what that means for AEC firms
This session offers a practical look at how knowledge agents are evolving and what early adopters are teaching us about the future of AI-enabled work in AEC firms.
Enjoy!
Better Learning Starts with Clearer Goals | Jackie Baxley of HRP Associates
In this episode of the Smarter by Design podcast, I’m joined by Jackie Baxley, Principal and Practice Leader for Environmental Health, Safety, and Sustainability at HRP Associates. Jackie has spent years helping HRP evolve from a more organic, apprenticeship-driven learning culture into a more intentional learning organization that thinks carefully about competency, capability, incentives, mentorship, and organizational performance. Her perspective is shaped by the realities of consulting work, where the product is ultimately the people themselves.
One of the central ideas Jackie returns to throughout this conversation is that not every learning experience is trying to accomplish the same thing. Organizations often get into trouble when they fail to define the actual goal upfront. Is the goal simply communication? Awareness? Skills development? Demonstrated competency? Different goals require different approaches, different investments, and different ways of evaluating success.
Jackie walks through the practical frameworks HRP uses to think more intentionally about learning design, including her “inverted pyramid” model of communication, awareness, training, and competency, as well as the EDGE framework: Educate, Demonstrate, Guide, and Evaluate. We explore why awareness is not the same thing as competency, why repetition matters, how HRP approaches skills validation and quality audits, and why some learning experiences work best asynchronously while others must remain in person.
The conversation also explores the operational and economic realities of learning inside consulting firms. Jackie discusses how HRP has worked to remove the stigma around training and development by redesigning incentives, rethinking billability, and treating learning as a strategic investment rather than overhead. We also discuss HRP’s evolving employee lifecycle programs, their growing focus on soft skills and management development, and the challenge of building deeper organizational capability without turning learning into bureaucracy.
If you lead an AEC firm, manage teams, oversee operations, or are thinking about how to scale expertise more intentionally inside your organization, this episode offers a thoughtful and highly practical conversation about designing learning around real outcomes. A conversation about clearer goals, stronger capability development, and building modern learning organizations that keep getting smarter, by design.
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Why Firm Leaders Should Build Knowledge Agents
Before their CFO retired, Ryan McNulty, President at MBH Architects, made sure to get him in a room for a brain dump.
Over the course of a few conversations, Ryan and his team walked him through how he reviews contracts, specifically NDAs. Which clauses were always unacceptable. Which ones the firm would negotiate, and under what circumstances. What language a client should be expected to provide. What unusual clauses tend to appear, and how the firm has learned to respond. Decades of contract judgment, compressed over time into instinct, were suddenly made visible.
They distilled those conversations into a set of NDA best practices. Those best practices now power a contract review agent. Any manager at MBH can upload a new client NDA, and the agent goes clause by clause, marking each one high, medium, or low risk, explaining the rating, and suggesting a response. Expertise that once lived in one person’s head is now available to everyone in the firm, consistently, at any hour.
The technology mattered, of course. But it was not the only thing that made this possible.
What made the agent valuable was the judgment behind it. Someone had to understand that NDA review was important enough to improve. Someone had to know which expertise mattered. Someone had to help extract that expertise from the head of an experienced leader and turn it into guidance an agent could actually use. Someone had to see that this was more than an interesting AI experiment. It was a chance to take a recurring business process and make the firm’s best thinking more available, consistent, and scalable.
As we have been working with AEC firms in the Synthesis Knowledge Agent private beta, I have found myself coming back to a simple observation: the firms getting the most traction are having their firm leaders build agents themselves.
That distinction matters because high-impact knowledge agents are not created from AI enthusiasm alone. They are created when people who run AEC firms begin to personally and viscerally understand how agents can improve work that matters.
Why Every AEC Firm Needs a Leadership and Specialist Pipeline | Kent Jonasen of the Leadership Pipeline Institute
In this episode of the Smarter by Design podcast, I’m joined by Kent Jonasen, CEO of the Leadership Pipeline Institute and co-author of the third edition of The Leadership Pipeline as well as author of The Specialist Pipeline. Kent has spent decades helping organizations rethink leadership development, succession planning, and the challenge of scaling expertise inside complex companies.
His work starts from a deceptively simple premise: leadership is not leadership.
Each transition—from leading yourself to leading others, leading leaders, leading functions, and eventually leading an enterprise—is fundamentally a different job that requires different skills, different priorities, and even different values.
But this conversation goes far beyond leadership development.
Many organizations unintentionally build systems where leadership becomes the only visible path for growth, recognition, and advancement. Specialists—deep technical experts, practitioners, strategists, and problem-solvers—often feel forced toward management roles simply to continue progressing in their careers. Over time, this creates frustration, weak leadership transitions, and the gradual loss of highly valuable expertise.
Kent and I explore why organizations need both leadership pipelines and specialist pipelines working together. We discuss:
Why leadership transitions so often fail
The hidden importance of discovering and aligning with your “work values” in career progression
Why many specialists feel alienated inside traditional organizations
The difference between knowledge experts and knowledge leaders
How companies accidentally push people into management roles they never truly wanted
Why specialist career paths need more than just new titles
How dual leadership and specialist pipelines create healthier long-term organizational design
Along the way, we connect these ideas directly to architecture, engineering, and construction firms, where specialized expertise is often the core engine of competitive advantage. From healthcare planners to sustainability experts to technical design specialists, many AEC firms are wrestling with how to scale expertise, accelerate development, and reduce dependency on a shrinking number of senior experts.
If you lead an AEC firm, oversee learning and development, manage technical teams, or are thinking about succession planning and long-term capability building, this episode offers a powerful framework for rethinking how careers evolve inside organizations. More importantly, it raises a deeper question: what if building a stronger company starts not just with developing better leaders, but with designing better systems for developing expertise itself?
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Agent: One Word, Very Different Meanings
Over the past year, I've had countless conversations about AI agents across the AEC industry — with clients, partners, peers, and practitioners at every level.
I keep noticing we're using the same word to describe wildly different systems.
Sometimes "agent" means an informational chatbot that can answer questions using firm knowledge. Sometimes it means a workflow assistant that helps generate proposals. Sometimes it means a system executing repeatable business processes with minimal human input. And sometimes it means fully autonomous systems coordinating multiple specialized agents across an entire operation.
That ambiguity matters. The way a firm should approach an informational agent is fundamentally different from how it would approach a fully autonomous system operating across multiple workflows. The technical requirements are different. The governance requirements are different. The trust, risk, and organizational implications are different. And yet most conversations about AI agents flatten all of this into a single category.
Autonomous vehicle companies solved a similar problem. Rather than debating whether a car was "autonomous" or not, they introduced a spectrum of capability levels — a shared language for discussing current capabilities, where they were headed, and what human oversight was still required along the way.
That framing inspired me. So I started sketching something similar for AEC: not a single definition of "agent," but a spectrum of increasingly capable systems — each with different strengths, risks, requirements, and use cases.
I've been calling it the Agent Capability Spectrum.
WEBINAR | Designing Modern Learning Experiences at Lionakis and Fuscoe
Featured Guests
Kristina Williams, Design Technology Director at Lionakis
Brandon Norton, Senior Multi-Media Manager at Fuscoe Engineering
Webinar Summary
As AEC firms rethink how knowledge and expertise are shared internally, learning is beginning to move beyond traditional training formats. Instead of relying solely on live sessions or long recordings, firms are increasingly designing learning experiences that are shorter, more flexible, on-demand or hybrid, and accessible in the flow of work.
This shift is being accelerated in the Knowledge Architecture community by Synthesis, a platform built for Modern Learning Organizations, that combines intranet knowledge, learning management systems, AI-powered search, and knowledge agents to enable employees to discover and apply expertise exactly when they need it.
In this webinar, Kristina Williams, Director of Design Technology at Lionakis, and Brandon Norton, Senior Multi-Media Manager at Fuscoe Engineering, shared how their firms are designing modern learning experiences that take advantage of this new paradigm.
Each presented a case study of a high-priority learning experience their firm is building or modernizing—experiences designed not only for formal learning, but also to support self-directed exploration, knowledge reuse, recall, and AI-powered discovery through Synthesis.
We explored:
How firms are identifying high-value opportunities to modernize learning experiences
How learning content is being structured for both human learning and AI-powered retrieval
How on-demand courses and hybrid learning experiences are designed to support self-directed learning
What early feedback firms are receiving from staff using these new formats
Lessons learned from the first generation of modern learning experiments
What these efforts may mean for the future of knowledge management, learning, and firmwide expertise development
Each speaker shared a 20-minute case study, followed by discussion and open Q&A.
This session offered a practical look at how firms are beginning to redesign learning experiences for a new era—one where knowledge, learning, AI search, and knowledge agents work together to help employees access the right expertise at the right time.
Enjoy!
Leading a Learning Organization: Lessons from Angela Watson of Shepley Bulfinch
In this episode of the Smarter by Design podcast, I'm joined by Angela Watson, President and CEO of Shepley Bulfinch, a nationally recognized architecture firm whose work spans healthcare, higher education, and civic design. Angela leads with a conviction she traces back to her time teaching at MIT: that real learning doesn't happen through lecture — it happens through doing, through struggle, and through the kind of exploration that only comes when people are given room to fail safely and try again. That belief didn't stay in the classroom. It became the foundation for how she thinks about leading a firm.
Learning by doing is the foundation of how AEC professionals and firms develop. The problem is that great ideas stay trapped in pockets — one team figures something out, another team struggles with the same thing, and the knowledge never travels. Angela saw that dynamic playing out at Shepley Bulfinch as the firm grew into a national practice, work-sharing across five offices with project cycles too long and feedback loops too slow to rely on informal transfer alone. Becoming a learning organization became an operational necessity, but it turned out to be much harder than it looked.
The conversation traces the full arc of what that effort has looked like in practice and what Angela has learned leading it. Why it's so hard for subject matter experts to codify and teach what they know. Why the traditional apprenticeship model is breaking down as plates get fuller and mentorship gets crowded out. What Shepley Bulfinch learned from building Birdfeeder, their internal peer-to-peer learning platform — what worked, what was too ambitious, and what the firm is rethinking now. And why the harder problem isn't building a course catalog — it's connecting learning to where someone actually wants to go in their career.
The thread running underneath all of it is psychological safety. Angela talks about "Back to the Future," Shepley Bulfinch's reframe on lessons learned — a format designed to celebrate the imperfect and make it safe to share what went wrong. She reflects on what it took for her, as CEO, to model that vulnerability publicly, and why she believes culture is the soil in which any learning organization either takes root or doesn't.
If you lead an AEC firm, manage a team, or are thinking seriously about how your organization develops its people, this episode is for you. Angela offers deep insight into what's worked, what hasn't, and what is still to be figured out on Shepley Bulfinch's journey to becoming a learning organization.
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Designing Learning That Actually Improves Performance | Clark Quinn of Quinnovation
In this episode of the Smarter by Design podcast, I’m joined by Clark Quinn, a cognitive scientist who has spent his career translating decades of learning research into practical guidance for organizations. He is the founder of Quinnovation and co-founder of the L&D Accelerator. His work is grounded in a simple conviction: most organizations are leaving enormous potential on the table — not for lack of effort or care, but because the science of how people actually learn has rarely made it into the room where learning decisions get made.
In most AEC firms, learning and development didn’t start with a formal strategy. It emerged organically. Executives responsible for talent came up through practice. L&D leaders stepped into their roles because they wanted to make their firms better, not because they were trained in the discipline. Subject matter experts shared what they know without ever having been taught how to teach.
As a result, most learning organizations in the AEC industry were largely built by accident rather than by design. And in that gap lies a significant opportunity: to create learning that doesn’t just inform, but actually improves capability and performance.
That is what this conversation is about.
Clark walks us through the science that most accidental L&D leaders never had access to. He explains why training so often stops at information transfer, what it really takes to design for performance rather than content delivery, and what the research says about learning design that actually moves the needle. We explore the shift from content-heavy training to practice-led learning, how to identify the root causes behind critical performance gaps before reaching for a training solution, and how to determine whether learning is even the right intervention.
We also step back and look at what a true learning ecosystem requires: not just courses, but performance support, job aids, communities of practice, mentoring, and the cultural conditions where learning compounds over time. Where knowledge is shared openly. Where failure is discussed. And where leadership sets the tone.
Finally, we go deep on one of the most important dynamics in any AEC firm: how to effectively work with busy and highly billable subject matter experts by drawing out what they know, pairing them with skilled learning designers, and building a coaching culture that makes expertise transferable at scale.
If you lead an AEC firm, build learning programs, or teach others what you know—and you’ve largely been figuring it out as you go—this conversation offers a foundation for doing it smarter. By design.
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