The Challenges

As Lutz evolved, it became clear that alignment and engagement were harder to maintain. Employees needed more transparency around firm strategy and a stronger understanding of how their work contributed to broader goals. Without proactive communication, cross-functional awareness and collaboration became harder to maintain. Meanwhile, leadership transitions risked uncertainty and misalignment — which could erode trust and dampen morale if not handled with care. 

To continue delivering exceptional service and sustain its high-performance culture, Lutz needed to strengthen internal communication, reinforce its values, and invest in performance and development systems that scaled with the firm. 

The Solution

Backed by Quantum Workplace research and tools, Lutz focused on three strategic drivers: 

1. Company Mission and Core Values
2. Employee Recognition and Celebrations
3. A Personalized Approach to Performance 

By embedding these pillars into daily operations and communication, Lutz created a people strategy that was both structured and authentic. This approach empowered employees, built trust in leadership, and ensured that growth didn’t come at the cost of culture. 

Solutions Implemented and Tangible Results Achieved

With Quantum Workplace, Lutz rolled out several initiatives to enhance transparency, celebrate wins, and support performance: 

• Communication & Alignment: The Lutz Lowdown newsletter and monthly firm update meetings (led by the Managing Shareholder) became core channels for transparency, leadership messaging, and cultural storytelling. Employees consistently cite these as vital to staying informed and connected. 

• Recognition & Culture Building: From the Lutz Luminaries program to firmwide appreciation days and office events like the Lutz Olympics, celebration is baked into the employee experience. Quantum’s recognition tool keeps shout-outs visible on the intranet homepage — a daily reminder of shared wins. 

• Performance & Development: Using Quantum’s 1-on-1s and Goals features, Lutz runs a semi-annual review process that blends self-reflection with goal-setting. Each employee is matched with a dedicated Development Lead for monthly check-ins. New hires receive personalized onboarding and mentorship through an evolving Mentor Program, and feedback is continuously collected through automated New Hire and Exit Surveys. 
  
  
• Listening Strategy: In 2024, Lutz launched its first employee engagement survey with Quantum. With an 85% response rate, the results revealed four clear areas of focus, which are now discussed monthly at firm updates. Pulse surveys provide quick feedback on new initiatives and offer a continuous connection to employee sentiment. 

Measurable Impact

• 93% of employees express confidence in senior leadership — a critical marker of trust during a leadership transition. 

• The engagement survey’s 85% participation rate signals belief that feedback is valued and acted upon. 

• Lutz achieved an 81% overall favorability score, reinforcing that employees feel connected, supported, and heard. 

Beyond the numbers, the results are cultural: stronger cross-department awareness, greater internal collaboration, and increased clarity on how each role contributes to firm success. 

As one team member shared, “Our people and culture are what have driven our success for years and will continue to drive us in the future. This is a great place to be!” 

A Culture That Connects, Informs, and Celebrates

Lutz infuses values and humanity into every communication channel — from formal newsletters to playful office pranks. “Whether it’s a national award or a baby announcement, it all matters here,” said one leader. That authenticity is what makes the firm’s culture both strong and scalable. 

Through Quantum Workplace, Lutz has built a feedback-forward culture that bridges change with clarity and keeps employees engaged, aligned, and excited to grow.