The Visibility Checklist: Clarity Across People, Profits, and Profitability

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The Visibility Checklist is designed for AEC leaders who want more than a surface readout of their firm’s health. It’s a quick self-assessment that cuts through the noise, drilling down into how well you really understand your people, your profits, and your profitability drivers.

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Inside the checklist, you’ll find prompts to gauge how clearly you can see project progress, spot early warning signs, and benchmark performance over time. It asks tough questions about whether you know who’s under- or over-utilized, and if you can align the right skills to the right projects before gaps become headaches. You’ll also assess your grip on cash flow, profit margins, and unbilled work—in short, whether you have the information to protect your bottom line.

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The checklist is a reality check for leaders who want to move past gut feel and anecdote. It highlights where a lack of visibility might be costing you—through missed opportunities, inefficient resource allocation, or delayed action on profit leaks. 

‍If you can’t confidently tick every box, you’re not alone, most firms can’t. But it’s a sign that key decisions are still being made without the full picture. Those blind spots might not show up in today’s results, but they will shape tomorrow’s. See where your firm stands today.