The Shortlist

Five Things to do Before Starting a Website Project

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 doing a little web-stalking of sites you admire. Plus, they emphasize the importance of aligning your brand messaging and having up-to-date photography, bios, and team headshots on hand before you dive into the actual website build. Whether you’re just dreaming about a new website or have your kick-off on the schedule, these tips will help you plan more effectively, streamline content collection, and get stakeholder buy-in. Trust us, your future self will thank you for the prep work. CPSM CEU Credits: 0.5 | Domain: 2

SMPS Life: Making the Most of Your Membership

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 that’s come along the way. From practical tips on easing into your first event, to favorite memories from SMPS conferences, they share their suggestions for getting involved. SMPS offers countless ways to build your network, gain leadership experience, and grow your career—from roundtables and education sessions to national conferences and casual socials. This episode is full of ideas and inspiration to help you make the most of your membership and feel confident stepping into new opportunities.

Planning Ahead for Award Submittals

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 disappears, the best submittals start long before the deadline. Julie and Lauren Jane also share practical advice on quantifying impact, crafting standout narratives, and aligning content with what jurors care most about, including innovation, sustainability, and community value. Whether you’re chasing an AIA award or crafting a marketing win, this episode is your roadmap for award submittal success—without the last-minute chaos. CPSM CEU Credits: 0.5 | Domain: 2

Expanding into New Markets

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-world stories from their time working in-house at AEC firms. The conversation includes practical tips on conducting research, aligning internal teams, building awareness, and setting realistic timelines. Whether you're helping lead the charge or supporting the strategy, this episode offers insights to guide your next move—and a reminder that marketing should be part of the conversation from day one. CPSM CEU Credits: 0.5 | Domain: 2

Pushing the Boundaries on Pursuits

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 the boundaries" in AEC pursuits. Armed with more stories than we could fit into one episode, these proposal pros share standout examples of teams that went all-in with bespoke themes, creative leave-behinds, and connection-building interview tactics. And because time, budget, and resources are always a factor, the conversation also dives into when to go fully "HAM" and how to weigh risk versus reward. For marketers and business developers who might be hesitant to try something different, the Middle of Six team offers practical tips and a reminder that a little boldness and ingenuity can go a long way.  CPSM CEU Credits: 0.5 | Domain: 4