Before you kick off your next website project, take a beat—because there’s a lot you can do ahead of time to make the process smoother, more strategic, and ultimately more successful. To wrap up Season 4 of The Shortlist, Wendy Simmons is joined by Kyle Davis and Lauren Jane Peterson to break down the things you should tackle before your website project officially begins. They walk through practical steps like confirming your Google Analytics setup, gathering project descriptions and photos, and...
Jul 30, 2025•35 min•Season 4Ep. 75
In this episode of The Shortlist , we’re spotlighting the Society for Marketing Professional Services (SMPS) and all the value it brings to AEC marketers. Host Wendy Simmons is joined by Senior Marketing Strategists Grace Takehara and Katy Byers for a fun and reflective conversation about how to get the most out of SMPS, regardless if you’re a long-time member or just SMPS-curious. Grace and Katy swap stories about how they found SMPS, the connections they’ve made, and the professional growth th...
Jul 16, 2025•34 min•Season 4Ep. 74
Award season can sneak up fast, but with the right planning, your next submittal doesn’t have to be a scramble. In this episode of The Shortlist, host Wendy Simmons chats with Julie Flattery and Lauren Jane Peterson, two experienced AEC marketers who have led dozens of award submissions from inside architecture firms. They break down what makes a submission truly compelling, starting with early planning and thoughtful project selection. From evaluating ROI to capturing project data before it dis...
Jul 02, 2025•42 min•Season 4Ep. 73
Expanding into a new geographic market can be an exciting growth opportunity—but it’s not without risk. In this episode of The Shortlist , host Wendy Simmons is joined by principal Melissa Richey and associate principal (and first-time guest!) Julie Flattery to talk about what it really takes to open a new office or grow your firm’s presence in a new region. Together, they explore common drivers of expansion—like client demand, economic diversification, or key staff relocations—and share real-wo...
Jun 18, 2025•37 min•Season 4Ep. 72
With selection committees tasked with reviewing eight, nine, or even a dozen proposals at a time, it takes more than polished boilerplate for an AEC firm to stand out. Sometimes the winning move is a bold, experimental, and 100% client-focused approach that not only shows off your qualifications but also your team's enthusiasm and understanding of the project. In this episode of The Shortlist, Wendy Simmons sits down with Melissa Richey and Becky Ellison to explore what it really means to "push ...
Jun 04, 2025•36 min•Season 4Ep. 71
With over 1 billion users worldwide and 67 million company profiles listed, LinkedIn remains an important platform for marketing, recruiting, and brand building. In Episode 70 of The Shortlist, Wendy Simmons is joined by Middle of Sixers Melissa Richey and Grace Takehara to discuss strategies for using LinkedIn on both individual and company levels—from keeping up with industry happenings, and sharing thought leadership, to selection committee research, and team recruiting. They also dive into l...
May 21, 2025•38 min•Season 4Ep. 70
Storytelling isn’t just for novelists—it’s the secret weapon for AEC marketers too! On this episode of The Shortlist, Wendy Simmons teams up with the creative minds of Becky Ellison and Kyle Davis to talk about crafting stories that grab attention and build real connections. They explore what makes a strong story—clear exposition, conflict, and resolution—and how those fundamentals help proposals and social media content truly stand out. Becky shares her philosophy on creative brainstorming, why...
May 07, 2025•40 min•Season 4Ep. 69
We're shaking things up with a special "book review" episode of The Shortlist! This week, Wendy Simmons is joined by Middle of Sixers Susan O'Leary, Lauren Jane Peterson, and Grace Takehara to explore insights from three influential reads that can inspire AEC marketers. Grace reviews Conquer Your Rebrand by Bill Kenney of Focus Labs, offering strategies to build strong, enviable B2B brands. Susan shares key takeaways from Seth Godin’s This is Marketing , focusing on authentic connection and purp...
Apr 23, 2025•31 min•Season 4Ep. 68
In AEC marketing, design makes in an impact on so many of our day-to-day marketing initiatives. Proposals, websites, social media, brochures, signage, email signatures, presentations—the list goes on and on. On top of that, each medium and message may utilize a whole host of visual elements such as color, layout, typography, form, space, imagery, and more. With so much design and so many applications, how can we make sure our deliverables are engaging and resonant? Enter design psychology. On th...
Apr 09, 2025•34 min•Season 4Ep. 67
Adobe InDesign is a must-have tool for AEC marketers, but let’s be honest—many of us honed our proposal design skills on the job, often under a deadline. Even experienced users sometimes wonder: Am I using the best approach? In this episode of The Shortlist, host Wendy Simmons sits down with some of Middle of Six's InDesign "power users" Allison Tivnon, Becky Ellison, and Lauren Jane Peterson to explore the many ways designers approach InDesign for proposals and marketing collateral. From file s...
Mar 26, 2025•1 hr•Season 4Ep. 66
A frequent debate for AEC Marketers is the classic “chicken or the egg” question: which comes first—design or content? In Episode 65 of The Shortlist, Wendy Simmons is joined by Middle of Six’s Senior Creative Strategist Becky Ellison and Marketing Strategist Kyle Davis to explore both sides of the discussion. Should content shape the design, ensuring a clear and structured message? Or should design lead the way, providing a framework for content to fit into? This ongoing debate plays out in mar...
Mar 12, 2025•33 min•Season 4Ep. 65
In Episode 64 of The Shortlist, Wendy Simmons is joined by Middle of Sixers Melissa Richey and Becky Ellison for a candid and comical discussion on proposal submission confessions. Harkening back to Episode 46, Night of the Living Deadline, this conversation dives into the best, worst, and wildest submission experiences—crazy requests, impossible demands, and unpredictable personalities. From horror stories to hard-learned lessons, it’s all on the table. Whether you’re managing a team or balanci...
Feb 26, 2025•28 min•Season 4Ep. 64
As challenging as it may be to break away from your day-to-day responsibilities to attend a conference, there is tremendous value in being immersed in new ideas, best practices, and inspiring work. But we don't have to limit ourselves and our learning to the AEC industry alone. In this episode, Middle of Six Marketing Strategist Grace Takehara shares her experience attending Circles, a national creative design conference. Listen in as Grace shares her key takeaways including how to foster your c...
Feb 12, 2025•33 min•Season 4Ep. 63
The importance of psychological safety, particularly in high-pressure industries like architecture, engineering, and construction (AEC), is having a moment—and for good reason! This episode of The Shortlist delves into how stress, especially secondary stress from pressure and insecurity, can negatively affect communication and team dynamics. Middle of Sixers Wendy, Allison, and Becky share their own experiences and emphasize that psychological safety—defined as a workplace environment based on r...
Jan 29, 2025•47 min•Season 4Ep. 62
Middle of Six Principals Wendy Simmons, Melissa Richey, and Allison Tivnon kick off Season 4 of The Shortlist by diving into strategic planning methods for AEC firms. We explore how these plans can range from formal retreats to informal, and why it’s critical to have a clear, actionable strategy in place—especially in the face of economic challenges like inflation, government budget deficits, and increased competition. Whether your firm’s plan is a detailed, regularly updated roadmap or more of ...
Jan 15, 2025•37 min•Season 4Ep. 61
The Progressive Design-Build (PDB) delivery method has been growing in popularity since it was introduced in the 90s. With more public agencies opting for "best value" over "low bid" for certain types of projects, PDB has become a go-to tool for state agencies, hospitals, K-12, and higher education procurement. The selection process, which often includes qualifications, proprietary or informational meeting(s), technical proposal, interview, and fee proposal (but notably, often no design) can ext...
Jul 10, 2024•50 min•Season 3Ep. 60
We can thank Toyota for many innovations including honing LEAN process and establishing the "A3" approach to problem-solving. A3's structured way of presenting information concisely now shows up across all industries -- including AEC. Over the last two decades, the A3 proposal format has grown in popularity and quickly became a hot design challenge for marketing and pursuit teams. How do you fit a 20-, 50-, or 80-page proposal on just one or two sides of an 11x17 sheet of paper? The answer: you ...
Jun 26, 2024•46 min•Season 3Ep. 59
Building a brand that authentically reflects the values, expertise, and people in your firm is job #1 for a professional services marketer. Episode 58 of The Shortlist welcomes back Marketing Strategist, Grace Takehara, and Digital Marketing Strategist, Kyle Davis, to discuss some of the trends they're seeing and how (or how not) they provide opportunities to provide insights into your firm and better connect with your audience. From blogs and long-format videos, to employee ambassadors and valu...
Jun 12, 2024•57 min•Season 3Ep. 58
Most AEC marketers' plates are filled with essential initiatives; developing responses to RFPs and RFQs or creating promotional content for websites, social media, and databases. While those projects are critical to keeping business humming, every once in a while we get the chance to work on a big, collaborative, creative project. It's those rare moments when we get to flex our marketing muscles in new and different ways, and hopefully, produce something with the energy to fuel us through the ne...
May 29, 2024•1 hr 3 min•Season 3Ep. 57
" How did we do ?" It's a question that often remains unasked but holds vital importance. Without periodic touchpoints to gather candid performance feedback, strong relationships and potential repeat work can slip through our fingers. But how do we solicit honest feedback without things getting awkward? How do we select the right questions and deliver them appropriately? And once we have the feedback, how do we distill it into solid findings and actionable recommendations? Launching a client per...
May 15, 2024•1 hr•Season 3Ep. 56
From astrology to the Myers-Briggs Type Indicator (MBTI), personality theories offer introspection and insights to deepen our understanding of others. We all recognize that marketing is a collaborative effort, encompassing strategic planning to interview coaching. The beauty of being part of a team lies in having a diverse array of perspectives, experiences, and talents to draw from, yet it isn't always smooth sailing. Differences in personalities can present challenges in understanding prioriti...
May 01, 2024•50 min•Season 3Ep. 55
Marketing departments have the best chance of success when they receive clear communication from company leadership. Whether that's insights (or input!) into the firm's strategic plan, having a voice throughout the pursuit process, or being respected as subject matter experts in marketing, AEC organizations can accomplish more by making simple adjustments to how they work with their marketing teams. A great listen for both company leadership and marketing, Episode 54 of The Shortlist sheds light...
Apr 17, 2024•47 min•Season 3Ep. 54
We've all been there; wishing we had an extra 48 hours to hone a proposal's case studies, graphics, and messaging from "great" to "exceptional." But there are ways to tighten up your existing proposal process to give your team as much time as possible to craft impactful content. That often means beginning before the RFP hits the streets, knowing when to put pencils down, and using software and technology in smart ways. In Episode 53 of The Shortlist, seasoned proposal experts, Grace Takehara and...
Apr 03, 2024•48 min•Season 3Ep. 53
No matter your position or professional experience, almost all of us struggle with some level of fear and anxiety around public speaking. And from internal meetings, to shortlist interviews, to conference presentations, the AEC industry is full of opportunities (and demands!) to address a group or lead a discussion. How can you break through the nerves, build your confidence, and make sure your message resonates? Join Middle of Six Principals Wendy and Allison as they tackle this challenging sub...
Mar 20, 2024•44 min•Season 3Ep. 52
It's never too early to start scheming your next client care gift. In Episode 51, Middle of Six marketing and creative strategists, Grace Takehara and Lauren Jane Peterson, share their best practices for executing a thoughtful client care gift campaign, common hurdles, and tips for choosing a gift that resonates. Through insightful anecdotes and industry experiences, Grace and Lauren Jane highlight how curated client gifts and thoughtful messaging can be a pivotal tool in personifying your firm'...
Mar 06, 2024•51 min•Season 3Ep. 51
In the AEC industry, Marketing and Business Development activities are tightly linked. Since marketing plans implement the business and sales goals of the company, a successful execution of strategy demands that marketing and "BD" are in alignment and constantly communicating. In Episode 50 of The Shortlist, Middle of Six Principals Wendy Simmons, Melissa Richey, and Allison Tivnon discuss how these two critical business building areas interact and define their bodies of work within a firm. Our ...
Feb 21, 2024•51 min•Season 3Ep. 50
We've talked about social media before, but since it's an ever-evolving communication tool we're revisiting the topic with a focus on the nitty gritty of managing your firm's social presence. To start, what do you look for in assessing your firm's current approach and what are current best practices for honing your future strategy? Understanding what your target audience is interested in and serving up that content in various forms is one surefire way to build engagement and your firm's digital ...
Feb 07, 2024•46 min•Season 3Ep. 49
The subject of time comes up in virtually every AEC marketing conversation: Time until the deadline, time needed for internal meetings, finding time for special initiatives and non-proposal marketing priorities, and so on. The effect of not having 'enough' time is a significant contributor to the stress and burn-out many AEC marketers may experience during their careers. But what if there were ways to "make" time within the course of the average day? Not only to accomplish what is on your immedi...
Jan 24, 2024•52 min•Season 3Ep. 48
Conference participation is an excellent way to immerse yourself in an industry, gain exposure for your firm, and build relationships with clients and colleagues. Engaging in conferences is also a significant investment of time and resources; having a thoughtful plan to maximize your return on investment is key. Whether you are new to navigating conferences or been on the circuit for years, this episode has tips and refreshers for everyone. In the premier episode of Season 3 of The Shortlist, Pr...
Jan 10, 2024•49 min•Season 3Ep. 47
Amy, an overworked marketing coordinator for Outlaw Construction, has a major design-build proposal due by 5:00 pm. And, as every AEC marketer knows, when it comes down to an important deadline—anything that can go wrong, will go wrong. Can Amy and her hastily assembled, ragtag crew of colleagues get the proposal submitted on time? Find out on Night of the Living Deadline, an original audio play presented by The Shortlist. For all the AEC marketers out there who are constantly on a deadline, thi...
Oct 25, 2023•32 min•Season 2Ep. 46
