Track Daily Progress on Yearly Financials (w/ Lucas Gray of Charrette Venture Group)

Join us on Friday, November 5th for a live session with Monograph and Charrette Venture Group. This session will show you how to track short-term performance on your long-term financial goals.


Guest list

Lucas Gray
Charrette Venture Group
Chris Morgan


How do you set financial targets and track team progress on them every day? 

In this 45-min free session, you will find out how to track ongoing progress on your long-term financial goals using Monograph as a 5-15 person architecture firm. 

We will be joined by Senior Management Consultant Lucas Gray of Charrette Venture Group, which partners with 30+ architecture offices around the US to power revenue performance. 

During this session, you will get answers to the following questions:

  • What benchmarks should you look for in your next financial assessment?
  • How to forecast your financials while setting the right goals and budgets so you can do better in the next 12 months?
  • How to use Monograph to track daily/weekly progress towards your long-term goals?

Who this is for:

  • Hands-on principals who run small practices with 5-15 staff members
  • Office Admins who need to help firm owners manage day-to-day business activities
  • Operational leaders and managing directors who need to improve firm-wide performance
  • Project leads who need to increase their influence on value creation and profitability

About Lucas Gray, Assoc. AIA
Trained in architecture, Lucas lived and worked around the world before starting a small architecture firm with two business partners in Portland, Oregon. After seven years running the firm, and four years working closely with CVG as an Investment Partner client, Lucas joined CVG to work with other firm owners and help them run more successful businesses. Lucas earned a Bachelor of Architecture degree from McGill University and a Master of Architecture degree from the University of Oregon. He also attended the 2008 Glenn Murcutt International Architecture Masters Class in Australia.  Connect with Lucas on LinkedIn: https://www.linkedin.com/in/lucasgray/

About Charrette Venture Group
Charrette Venture Group’s mission is to help small and mid-sized architecture firms become better businesses. Our team of experts morphs around your architecture firm to provide the business services and guidance you need to get to the next level of success. We roll up our sleeves to strategize, advise, and execute in the areas of: leadership and management, finance, operations, recruiting, business development, organizational design, and more. Your small architecture firm likely needs a combination of the above services. That’s why CVG offers a whole systems approach, strategically applying our experience where and when it’s needed. They provide an alternative to typical consulting services: CVG both directs and helps implement our recommendations. Knowing your resources are limited, CVG steps in to fill the execution gaps. Learn more at www.charrettevg.com

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