Today we’re going to be interviewing David Veech. David teaches leaders how to love, learn, and let go so they can create a workplace that fully engages the creative and productive powers of their people. He learned through 20 years of service in the army and is still learning after 20 years of being in the consulting and training space. His messages will hopefully inspire you and your teams to obliterate obstacles, accelerate innovation, and evaluate performance, leaving everyone motivated and engaged for the future. We’re very excited to have him here. Before we do though, I want to ask you, please subscribe to our podcast. You can find us on iTunes, Google Podcasts, Spotify, Stitcher, pretty much any podcatcher of your choice. You can also subscribe at peopleprocesses.com which will give you exclusive subscriber-only content, including a quick summary and checklist after this interview of some of the key highlights.
David, thank you so much for coming on, Sir. Welcome to the show.
This is very exciting.
Well. So, David, tell me, you are, I mean, you’ve had a heck of a journey. You’re not one of them, fresh off the boat, 22-year-olds fresh out of the college, set up a company. You’ve done this quite a while.
I’ve tried. Yeah.
So, 40 years ago, you started in the army. Is that about where your leadership journey began?
I went to college on an ROTC scholarship, though, was commissioned when I was 20 years old, into the infantry and I went to a combat unit but I managed to make it 20 years in the Army without ever getting shot at.
Outstanding. And so after you got out of the army, you wound up setting up a consultancy organization, is that right?
Well, yeah. My last job in the army was teaching. I was teaching at the Defense Acquisition University Wright-Patterson Air Force Base. And that’s where they have all the production quality and manufacturing specialists that go through a particular training program. And I was assigned to bring a lean curriculum into that program. And so I taught there for a few years and because I didn’t know a whole lot about lean, I went out and found the experts at the University of Kentucky, and went through their programs so that I could kind of steal that content and build it into the content I was creating for the Defense Acquisition University. And I created a relationship with the UK and they liked me enough to hire me when about six months before I retired from the army. They hired me and I started teaching, continuing education courses for them. It was pretty cool.
Now, I don’t think many people who at least haven’t been in the army don’t think of the army as a, I don’t know, has a manufacturing arm or has I mean, of course, they buy things, I guess. But what is it you would teach, I mean, engineering and money, maintenance, that kind of thing to your army soldiers?
Well, we have a government office in virtually every defense contractor facility. So when I was stationed at the Lockheed Martin Vought Systems Plant in Grand Prairie, Texas for three years, I was the operations manager, and we did government oversight of the production schedule of the quality of the products to make sure that all the bookkeeping was squared away. So there are just all of the business specialties that are required in government oversight to make sure that we’re getting our money’s worth out of the defense programs.
Absolutely.
So we teach those people the things that they need to know to manage the quality production and management of the system. One of the things that I wanted to especially do there in that last job, was 1998-1999. And a lot of defense contractors were trying to apply these Lean principles that Toyota made famous. And I got to see them do that. And I got to see a bunch of government folks shut him down because it was different from what they understood the processes were supposed to be like. And so my goal was to teach all of those government folks to not block that but to encourage it and steer it so that both the contractor and the government could benefit.
Interesting. Well, so after doing that you went on to become a college professor. How did that wind up? What was your journey from there to consultancy and international consultancy around these topics all over the world?
Yeah. Well, I found out early that I love to teach. And so it was great. I asked specifically to be assigned to Wright Patterson to teach. They sent me off to an Air Force academic instructor course, that tested what I thought I knew about teaching. And as a profession, it’s been one of the priorities that I’ve assigned to my development, is how can I be a better teacher? And of course, that informed everything else that I did. So I was doing pretty well when the University of Kentucky asked me to come and teach. We taught there. I taught graduate programs, and I taught Continuing Education at the University of Kentucky. But then my partners and I decided we wanted to kind of have a broader impact. And so we created a consulting firm and built a practice in Australia and the US, and I made 27 trips to Australia in six years. So keep me in frequent flyer miles. And we have a pretty good impact there. But it was always fun for me, it was fun. But we got into consulting around 2008-2009. And we were much more focused on keeping companies from going bankrupt. Instead of creating the kind of cultures that I know, lean systems can help organizations build and creating the kind of leaders that drive that kind of change. And so I wanted to go back into an academic environment to do a little bit more research, and to grow a little bit more and then to teach more specifically teach younger people how to think a little bit differently. And so I was asked to come to the Ohio State University and teach in the Master of Business Operational Excellence Program. And I did that, I joined the faculty in 2013. I taught undergraduate classes and graduate classes. But then I got this bug that I got to keep moving. I needed to travel more. And I had some old clients that called me back and said, “Hey, we want you to come and do this.” And so I had to kind of renegotiate the deal with the Ohio State. And I only taught part-time there. And now I’m just I’m teaching just a tiny bit at Ohio State, and doing much more work with direct hands-on clients.
Interesting. And so when a client hires you out, they’re looking for lean training, lean operations training, is that primarily where they’re looking?
About half of them want some type of lean help. Right. I’ve got a client that is focused on enhancing their visual management systems and building their teams a little bit more effectively and teaching more problem-solving skills more directly, but the other half want leadership development. They want me to coach their team leaders coach their executives, and try to help them be more effective leaders.
Interesting. Okay. So now you’ve traveled the world. You’re salt by Universities for teaching, you have outstanding clients, but I’m sure in the 20-year journey you’ve had between academia and entrepreneurship, you’ve had some pretty rough bumps as well. The most recurring email I get is that people love that I asked this coming question. It’s somewhat uncomfortable for my interviewees. So I apologize for upfront. And I guess I’d say, if you’ve listened to a prior interview, you know what’s coming. And that is, I’d like you to tell me about your worst entrepreneurial moment, the story around it, how you got there, what happened, what the results were. And this is so that our listeners can one relate and realize that even people like you got such a stellar career and are now in the catbird seat, have had some pretty low lows. But also, so they can learn from our mistakes rather than having to repeat them themselves. So David, tell me that story.
There’s a lot to choose from.
Right? That’s what I want to talk to entrepreneurs. They’re like, “Well, gosh, I can’t think of any of that bad.” I’m like, “Okay, let me just end the interview. You haven’t been doing this long enough. You should have a long list, my friend.”
Well, I’ve got a couple that comes to mind right away. And both of them involve me teaching new people and making the assumption that they didn’t know as much as I thought they knew. And so…
Overestimate, didn’t know as much as you thought so.
Yeah. The guys I teach in the corporate world are typically very experienced, very knowledgeable. And along with that comes some pretty good ego. And of course, I bring my ego into every situation as well. But the thing is when I tried it teach something that I just absolutely know and it’s wrong. And the students tell me, it’s wrong, then that kind of pierces your brain and says like, “How did you screw this up?” And so it forces me to be much more deliberate in my preparations and much more deliberate in understanding the audience that I’m addressing, and what are their real needs so that I can deliver the appropriate value. And the cool thing is, this is something I learned very early in the army is that I don’t know everything and there’s a whole lot of stuff I need help with. And I am not afraid to ask for help. So in a lot of the programs that we have delivered over the years, there are different perspectives and different ways to implement a lot of these tools and principles. And if you only teach one way, then that gets you in trouble because other people have made things successful with a bunch of different processes. And so if you go in and you ask them to share the way that they’ve done that, and many of them have had fantastic results, and they will share immediately the way that they’ve applied that even if it is 180 degrees from the way I was going in. And so it’s been good having those kinds of audiences to kind of keep you humble, and keep you hungry, and keep you learning and keep you developing. So I relish those experiences, even though they are incredibly uncomfortable when you’re going through it.
Sure. Well, I’m just being brought in as a consultant or a trainer too. You’re going to experience pushback, but your attitude is that oftentimes the people you’re working with may know some portion at least better than you?
Well, I think a lot of us especially leaders who identify themselves as servant leaders, think we shared this tendency toward the imposter syndrome, right? I’ve been doing this for a long time. Yeah, I’m pretty good at it. But there’s an awful lot of stuff I still don’t know, I still hesitate to call myself an expert in anything, although lots of other people do. And you get this feeling when you’re with particular audiences like if these guys find out that, who I am, it’s horrible. But fortunately, those are the things that can keep you pushing, to prepare, and to be more effective. And if you don’t have those kinds of things that challenge you, then I think life gets boring very quickly.
Absolutely. My expertise where I spend my time is in this world of HR People Processes as we call them. And we’ve been doing that for many years. I have an MBA focused on that, I research that, published on that. And I got an opportunity about three years ago to speak to an audience of a couple of hundred CPAs and or accountants and bookkeepers and CPAs. And I had done some public speaking, very minor, like a small group of companies or the Better Business Bureau, that kind of thing.
Yeah.
But I’ve never really like flown somewhere to give a talk. I’d grown organically and through marketing, and I just hadn’t ever done that. And I was absolutely terrified. Not so much of the public speaking but of the audience, because I’m thinking, “Gosh, I’m going in front of a bunch of CPAs, a bunch of bookkeepers, accountants and I’m going to be talking about these structures and business processes.” And these guys are experts and certified deep down, they’re gonna know that I don’t know the ins and outs of the tax world, as well as I, should when it comes to these things. And it did stress me, I did a lot of studying for it, I did a lot of prep, it went very, very well. And now accountants are our number one referral source. And that first group that I spoke to, even though I’ve had 20 or 30 keynotes since then, is still probably the tightest, highest participating public speaking group I’ve ever been to. So there’s something about that deep down feeling of, “Oh, I’m going to get caught that impostor syndrome,” I think that can make you anyway, perform at an incredibly high level.
I agree 100%. We gotta have something that challenges our skill level.
Yeah.
Well, we don’t grow.
Exactly. So, all right, David. Well, that was a good lesson, a good story. Now, you are out there and you are consulting with other companies. And they are bringing you in partially for leadership partially for lean training. Our listeners vary, their 5 man shops to 5000 man shops and even 125,000 man companies. And I guess what I would say is if you had an hour that you could spend at random with one of those people, what would be your first steps to try and they said, “Look, I want an hour of David’s time.” What are we going to do that David could come in and help us figure out? Like, how would you identify a problem, a need, basic steps that every business should be doing this? If you’re not doing it, this is where we should start. What would you kind of start in your diagnostics?
Everything begins with the relationship for me. I really need to understand what it is that they do and what it is that they want to do? What do they want to get out of our engagement? I don’t typically go in with, here’s my assessment, we’ll just check all these blocks and we’ll get you this score. And then I promise after a year you do all this stuff, we’ll move that needle. I really am much more focused on their process of engaging employees and developing leaders, whether they’re lean, or whether their leadership clients, everything comes down to engaging their employees and developing their leaders. And the key to the research that I’ve done, the key to a truly excellent organization is this foundation of what I call dynamic stability. Right? So it’s a concept that I’ve been playing with and trying to refine and understand. But what we have to have in organizations is enough stability so that processes are repeatable enough so that people working in those processes, improve their skills in those processes. Whether that’s a thinking process like problem-solving, or whether that’s a manufacturing process, or whether that’s a human resources process. We’ve got to be able to understand the impact that we’re having on those, we got to understand the standard and expectation that our customers and our leaders have of our performance. And we’ve got to be able to see very quickly when there are any deviations, which would be a problem.
So we spent a lot of time talking about how they measure things. We spent a lot of time talking about how leaders present themselves in the workplace. We spent a lot of time in lean talking about Gemba walks, where leaders go to the Gemba which is the real place. The place where the action is placed with value is created, and how much time leaders can spend in the Gemba. And what I’ve learned everywhere is that the leaders just don’t spend enough time in the Gemba. And there are a few purposes for these Gemba walks. Tom Peters calls it management by walking around. But he is much more generalized about his management by walking around than we are about Gemba walks. Because we want to do a Gemba walk so we know that the system we designed is actually functioning properly. So we go and see, we go and see and when we’re out there going and seeing, we are asking questions of people, not micromanaging, not directing, not solving problems. We’re asking questions, and we’re showing respect. So if I can get leaders to get out of their offices, and out in the Gemba more so that they can interact with people, build better relationships and see where they need to direct resources the organization to provide the support that people need, then I think they’re doing good. Nobody goes out enough. That’s my number one criticism of every leader, you just got to get out more. 90% of your time should be out spending time with the people who are working in your organization. And when you look at the flight schedules of most CEOs, they’re gone so much.
Right.
And yeah, they’ve got lots and lots of varied responsibilities. But the people in the organization need you for them to be more effective, and if they’re more effective, that’s probably going to have a bigger impact on the performance of the company and therefore the performance of the stock price. Then lots of other things that these guys are trying to do. So focus on your folks, focus on the need of your folks. And I’ve kind of boiled it down to four needs if we can just remember four things, right? First is a challenge, so we got to set appropriate goals for people. And to me, the challenge is always a positive thing. It’s not a dare, it’s not a pushback. It’s, “Hey, can you do it this much faster? Can you do it this much farther? Can you do it this much better.” And it’s just got to surpass their current skill level, right? And if you put them together with a team of people, that they can learn from each other, and they can practice and they can try new things as they try to develop this routine so that they can achieve this challenge, then that is like the perfect learning organization. So challenge, and then provide the right kind of support and part of the right kind of support as the team, correct their improper performance. So we’ve got to get much better as leaders at saying, “Stop. That wasn’t done right. Can you see where you deviated from the expectation? Can you see what the difference is? Can you see how we’ve got a problem here? And then can you see what’s causing that and what might we do about that?” Rather than just slapping on the head and say, “Hey, you screwed that up. Don’t do it again.” There’s usually a process problem associated with every human failure.
Yeah, you got to go back to the root cause it’s not just, I had a bad day.
Yeah. But most of those conversations that involve correcting someone else’s behavior can be pretty demoralizing. And so the final thing that you’ve got to be able to do is you got to be able to encourage people. Now, I don’t know about you, Rhamy. But, has anybody ever spent 20 minutes teaching you how to encourage somebody else?
You know, that’s very true. I’ve never had formal encouragement training.
So we’re just supposed to know these kinds of things.
Right.
So if we can articulate the steps you take and going through these different things that we need leaders to do, then there’ll be much better equipped to actually do that.
So to recap that you said, challenge, support, correct, and encourage.
Yeah, and I think those roll into all four of the other key decisions that leaders have to make every day. And that’s you mentioned them in the intro a little bit. Love, learn, let go, and connect. If leaders will make that decision every day, “Today, I’m going to love my folks.” And that doesn’t mean we’re going to go out. we’re going to have group hugs and we’re going to cry together and all that smushy stuff. It’s not an emotional kind of thing. Okay. Love is a very, very tangible decision that leaders have to make. And the result of that decision is simply the leader placing the needs of her people above her own. And the next piece is the learn piece going to place the needs of somebody else above my own.
The most important thing for me to learn is what they need, right? So I have to go out and interact with them to understand what they really need, and then reach into my bag of resources, and try to provide the support that they need to actually succeed. So, love then learn. And then one of the best ways to develop people’s skills is to actually let go and let them do the things that you know they need to do. The problem we run into is that we’re always under time pressure now, and in most organizations, leaders have gotten their jobs now because they’re good at certain things, right? So they’re the best employee we had at XYZ. And so we’re gonna make them the boss, we’re gonna make them the team leader, we’re going to make them the supervisor, and they might not have any human skills at all. They might just be a fantastic worker. So we’ve got to be able to identify those guys and help them become more effective leaders. But the key thing we have to have leaders start focusing on is when somebody tries something and they mess it up, rather than just taking it back and say, “Well, I gave you that chance. Now I know that I can do it right. And I can do it quickly. So I’m just going to do it.” As soon as leaders do that, and they start doing the tasks that their folks ought to be doing, they give up leadership, they’re not leading anymore. They’re just doing work. And so we’ve got to be able to create the time to allow those people to build their skills, up to the point where the leader is confident in their abilities, and they are confident themselves in their abilities because you get fantastic outcomes when people are confident at work.
Absolutely. And so in that process that you were laying out the challenge, support, correct, encourage. There’s this idea, I forgot who talked to you but you mentioned kind of you have to have one-foot instability to the extent that you can repeat processes in and improve them and have your people skill up in them. And you need one foot out into chaos, into this world where things are changing, and they’re learning and they’re getting a new thing.
That’s the dynamic part, right? Yeah.
Right, the dynamic.
Like I should so.
So when are you as a leader or as a manager, if you’re, let’s say, you have a task that’s currently on your desk, that’s something you’ve done. You’ve got it down, but it’s kind of booger and you now know it’s time to get it off your desk and have a subordinate step up into that position. Your kind of four-step process there has challenged, support, correct, and encourage, let’s assume the challenges do the task that you weren’t doing before. What sort of items would you recommend, you kind of briefly mentioned a team? But in terms of support, how do you tell when or an employee? Because obviously, there’s like pure resources, I need you to build this wall. Here are the bricks and mortar, but outside of the physical items to do it. What sort of support do you mean in that?
Well, for every challenge to prevent the leader from just abandoning the team, what we want to be able to do is we want to create a process that will essentially guarantee that the person or the team will succeed in the challenge. So the support means we’re going to give you time to build that process and find the best way to achieve that challenge. And then we’re going to teach everybody how to do that. And how are we going to measure that so that I can know when I’m doing my Gemba walk around the office, around the factory or around the parade ground, whatever it might be. How will I be able to know very quickly if you need help? Not for me to step in and take it from you, but for me to ask, ask key questions, help you think through, and then challenge you to take the next step, I challenge you to make that next decision in that. So it’s a very personal, very high touch kind of relationship that we’ve got to have as we’re developing people. It’s not something as, “Hey, go take these three online courses, and then you should be good to go. Right?
I think it’s interesting when you said support, you need a process that’s going to nearly guarantee success for that person. But then your next sentence, it was really interesting. You were like, and you need to give them time to develop that process. So in my head, when you’re saying, alright, support that means, tell them what to do, to the extent that they can’t screw it up. But really, what you mean by that is give them the time and resources and research capabilities as a way to think of it to come up with a process internally that they are going to execute, which will guarantee success. And as part of that process tell you, how it is that you are going to know that it worked and know when to intervene.
Exactly.
So the support is less telling them what to do and more giving them the room to figure out what to do, along with the processes that require, they document it and report on it.
And you stay engaged, the leader has to stay engaged to continue providing the right kind of resources and support, but the leader doesn’t step in and tell them what to do.
Very interesting. I mean, there’s an interview we had not too long ago with a management trainer and he said he had a couple of rules for management, but the one that stuck in my head was a two-parter. He said a manager is never allowed to walk by trash. If there’s trash, it’s got to be taken care of. It’s got to be cleaned up.
Yep.
But Rule #2 is a manager is not allowed to pick up the trash. And everybody likes rule number one. And rule number two is the reason that managers are hard to find.
Yeah.
And I thought that’s ever since he said that it’s really stuck in my head. But I think that this kind of goes to that second tier, which does not only do you need to identify the problem or layout the challenge you need to give with a runway for them to then design their way of fixing it to take on the challenge.
Absolutely. They need to be willing to accept those challenges. And a truly engaged workforce that is highly confident they will bring challenges to you as the leader.
Oh, absolutely.
Because they will see ways to improve processes that you will never dream of and if they’re measured properly and supported properly and encouraged and corrected properly, they’ll be able to set challenges that you’ll never imagine. And that’s really our main goal to get that engaged culture.
Let’s say that someone’s listening right now and they go, Hey, David, we have plenty of challenges.
Oh, yeah.
I feel like we have a good support structure. Our team normally does a good job. They seem happy. We have high morale. But I’m to a degree a pushover, when my staff screws up, I say, “Gosh, Jeff, that sucks man.” Well, let’s get it fixed and no consequence happens. And sometimes I feel like my people aren’t getting the correction. They need to know the severity of the issues that they call. Do you have any goodbyes on how to properly correct without taking over or utterly demoralizing? I mean, obviously, people aren’t going to like being corrected, but without going too far?
Well, I think the most important part of that whole thing is to articulate the expectation. Okay, how clearly have you really stated what is supposed to happen? And how are you measuring that? Right? Because we put a lot of measurements
Today we’re speaking with Kris Plachy. Kris has poured her life’s work into learning about understanding, and then guiding leaders through the tricky path of learning how to lead a team in a space where there’s a lot of noise and advice. Kris has designed the “How to have team leadership” through her lead your team roadmap, and we’re super excited to have her. Before we dive in though, I want to ask you to please subscribe to our podcast. You can find us on iTunes, Google podcast, Spotify, Stitcher, any podcaster of your choice. You can also subscribe at peopleprocesses.com where you will get some exclusive subscriber-only content, like our current telework checklist for going home base for your employees.
Kris, thank you so much for joining us today. Welcome to the show.
Thank you. It’s my pleasure to be here.
I’m super excited to talk with you because a lot of business owners right now are going through some difficult times. And I want to hear about how your leadership strategy works. But first, not many little girls and boys dress up as HR and leadership experts when they’re going to Halloween, right. We’re not exactly firefighters here. How on earth did you wind up after 25 years in this sort of profession in this space?
Well, yeah, it’s funny, you should say that. I think people who might have known me when I was eight might have said, “Oh, yeah, you’re gonna be a leader. A bit of applause.” Yeah, that’s funny. Let’s see. So it was a very natural process. I started my career right out of college with a recreation degree, so you might imagine that didn’t lead me to a lot of….
Wait, wait, wait, wait, wait, wait, what is a recreation degree? I don’t want to take too long on your story. But you gotta tell me what that is.
Well it was, yes, there was one class where we learned how to do face painting. I’m not gonna lie. That actually did happen. But mostly it was quite interesting. We learned all about the importance of healthy leisure, and encouraging lifestyles of activity and recreation. So a lot of people who do study recreation go into the parks and recreation field, they become out as Park Rangers. You know, community park, district leaders, that kind of thing. I actually was interested in tourism, and travel and so I had every intention of staying in that space until I did about a year and a half stint and realized I hated it.
As we have with many colleagues.
Yeah, I needed to kind of stumble my way through that. So you know, but I did complete it. And I had this funny little minor in law because I wanted to be a lawyer first and then I decided I didn’t love that either. So yeah, I think when you’re sort of riffing there about, you know, little boys and girls don’t act like whatever this is for Halloween. I never knew what I wanted to be. I never had a clear career path. And so I just got a job when I graduated as a recruiter for a private startup online school program.
Nice.
And I was good at it. I was good at sales. I was good at consulting, which I later realized was coaching and this one in the early 90’s, when I discovered a side class. So I realized there were more classes on being a coach, being a professional coach. And this was honestly like 1994, Rhamy.
A long time ago.
So I went to this class and I was immediately like, “Oh, that’s what I’m supposed to do.” So what happened then, next many years, is I follow the trajectory of leadership. So I was a frontline recruiter for a couple years. Then I got promoted to manager for about four years. Then I got into training for several years. And then I got into senior leadership and I was leading upwards of 200-250 people. And all the while was continuing my learning and studies of coaching. And for those who have kind of followed the profession, that’s sort of been the trajectory as well, we started seeing more and more interest and support and resources and learning for people who wanted to be coaches and all sorts of different types of fields. So my last job in the organization I worked for was actually creating an internal performance coaching team. And I did something very different when I created that team, unlike most traditional learning and development organizations, I hired all high performing operations leaders to be my coaches on my team. And so then we ran a development program and on site performance coaching program for about 4000 leaders in this organization that I work with for. So that was my last gig in a business and then that company I was still in higher education. That was about eight years ago. That’s when just the floor fell out of that industry and everybody got laid off. And so that’s when I started my business. And I already had such a running start, because I’ve been coaching leaders for years, on how to manage, how to make decisions, how to coach, how to get out of their own way, when they have their own thoughts about their team that are affecting their ability to manage them. And I haven’t looked back, I absolutely love what I do, and what I’m able to help other people do.
Well, that sounds like an awesome journey. And now here you are, you’re consulting with great companies. You’re teaching them about leadership, and I want to learn more about that. But, before we do that, our listeners are entrepreneurs, some of them are an HR administrator, some of them are one man shops dreaming of their first employee and some of our listeners have five or 6000 employees they’re managing.
Right.
The thing that universally they all learn from is not our good stuff. It’s when we screw up.
Sure.
So what I’d love for you to do is take us to the moment in this last eight years of you running your company, or even in your corporate life, that was your worst entrepreneurial management leadership screw up and really tell us that story and how that happened. And we’ll talk about what we learned from it later. But for now, I just want you to take us to that real bad time.
Well, I think honestly, I have a few crucible moments, is what I call them. I’m a George fan who wrote the book “True North”. If anyone’s read it, it’s an incredible book for leaders. But I have one that always is kind of that moment where I was like, “Oh, you do that?”
Yeah.
And it was honestly when I was a new manager. I had someone on my team. I was very young, I was 26. And most of the people on my team or my contemporaries, or a little younger than I, had one team member in particular who was very affected with herself. And now Rhamy, I live in California, so I think Taishan talked a lot like best and her face was really dramatic. And if she wasn’t happy, everybody knew it with her body language and her face and right like it was just so toxic and exhausting, as from a management perspective, I found her tedious to manage and we’ll call her Rhonda. That’s for anonymity sake.
And so…
I always call my guy Chad. I got in a lot of trouble at some point because I wound up with a longtime listener who reached out to say, “Hey, we really want to work with you.” And I was meeting with him and he said, “You know my name. My name is Chad by the way. In every episode you mentioned me.” And I’m like, “Oh, we’ll go with Rhonda now and we’ll hope that you don’t have a Rhonda as a client.
In the past, for me, it’s been Lucy and I actually use that name in my book that I wrote for manager and I had somebody who emailed me and she’s like, “Uhmm,”
Alright, so here’s Rhonda, there’s Rhonda traumatic valid girl Rhonda.
Hairy, dramatic, and one day after a meeting, we had Monday meetings. I had it, like she just sat in the meeting and huffed and I rolled and crossed her arms and through her pen and just, I had it and so I went into her office and closed the door. And that’s about as good as it got. Because after that, I looked at her and I said, “What is up with your attitude, Rhonda?” And I’ll never forget it. She stood up. She looked at me and cocked her head, you know how people do? And she crossed her arms, and very slowly raised her pointer finger and said, “I don’t have an attitude. You have an attitude.” And that was when I realized you don’t argue with team members. Never. Because you never win. It’s not. Then one of the tenants of my work is that performance is not an opinion. But all that was for me that in that moment was opinion and you can’t, there is no substance to this argument when it’s based on my opinion of you. Right. And so that was a powerful moment for me, where I learned I had to learn how to speak to my employees about observable behaviors and evidence and not my opinion about their behavior. Because what I’ve come to know is the majority of issues when it relates to employee performance are behaviors. It’s not usually a skill. Every now and then, it is, right? But mostly, it’s this stuff. People are late or they miss their deadlines, or they’re kind of snarky, or they gossip. So that was it for me. It was very painful. It was mortifying, I was so embarrassed. I couldn’t back out of it. Anyway, it was terrible.
I think that’s a great lesson to learn. Yeah. And HR 101 insight reporting and documentation. Right?
Yeah.
Here’s what I want to know about Kris. So you’re telling me and I love that story. And by the way, everyone who’s in this and going, I did that, we’ve all done that, right? And in years of doing this, at some point, you’ve said, “I don’t like the way you look,” right? The way you look at a person. I don’t know. But I got it. Here’s what I know. You’ve been doing this 25 years. You’re talking about the 90’s?
Yeah.
Your worst moment was yelling at a single employee. You are either a god-thing or you have not told us the worst moment for you. What was the hardest part?
I mean, you can all go through the list. I had to lay off 25 employees and rehire them. But one could only rehire I think it was like 18. And I was doing it with a colleague. So we laid them all off the day before and then told them if they wanted to reapply, we would meet them all the next day, and they got set up for half hour interviews. And I woke up that morning and I was sick to my stomach. But I thought, “No, I’m fine.” And I went, and then this woman came in and pleaded to keep her job because her husband was on dialysis, and she didn’t have a car and had to take the bus. And we knew we weren’t going to hire her. And I proceeded to get wretchedly ill and couldn’t do any of the rest of the interviews. I completely. My whole body shut down and I couldn’t show up for the job.
And so my colleague had to do it. She had to make all the decisions, which was like, mortifying to me. But I couldn’t be there. I was literally retching. I couldn’t sit there and listen to people beg for their job. And the thing is for me that it’s been a struggle I’ve had always that’s why I’m so inclined. I feel like to do this work is incredibly sensitive, which I think is a tough cocktail when you’re in a leadership role. And I’ve had to work on learning how to remain me and not be too passive or give in too easily, but also not shut it all off, right,? Because it is a superpower when I use it well, but it’s been hard. It was very hard on me. When I first started, the first 10 years of my job as I kept getting more and more responsibility. I would really have to work hard to muster through very difficult decisions which I’m sure is what led me to focusing on writing books about how to deal with difficult people and how to deal with difficult circumstances, like I ended up specializing in it, but it wasn’t because I was great at it. At first it was because I was terrible at it. And I know the pain and shame, right? Of knowing you’ve got to step up and you can’t, you can’t do it.
I am, early on in our company, we’ve been in business coming up on 11 years and I think about four years on, at some point, we had a sales staff of almost 15 people and we went down to three that I remember that week and how that went. It’s one of the hardest parts of leadership.
Yeah.
That’s a real story.
Did you like that one? My first year that I made a lot of money as an entrepreneur and I didn’t pay my taxes.
Well that’s for a finance podcast. Those are bad days too.
Mistakes. Yeah. But for sure for me it’s been on that human to human level when it’s just the most palpable for me, but of course, the biggest learning. So now when clients call me and they tell me, “I have to lay off 27 people today,” which has been happening this week, we’re in the aspirants here in the States, right. “Man, I get it. I’m all in with you. But it doesn’t change the decision. It has to be made.”
So in your leadership training, I mean, obviously, you focus on a lot. And we want to talk about some of the processes that you’ve had, that maybe our listeners on a very simple level could hear the concept of and maybe adopt for themselves a little bit. But before we do, maybe if someone right now, this podcast is going to come out in April. There is a coronavirus thing, we’ve had of our clients almost 800 layoffs that we’ve had to manage on the process level. If they’re sitting there and as a business owner and going, we don’t have the money coming in or I can’t afford to pay this mandated sick leave or whatever it is that’s going on. What would your advice be to them on how to get through that or how to evaluate the decision? What could you in five or six minutes maybe give them a little ideas on?
Well, I actually have been, all week, I did two open coaching calls last weekend and had several hundred people come and then this week I’ve opened up tons of coaching hours to all of my current clients. And so I’ve been talking with mostly women all week about these very things. And so I’m actually putting together something for my clients about this very question and to me, I’ve come up, there’s really four areas you’ve got to focus on.
The first one, is your own mind management. You as leaders going through this moment in time, we have all our own concerns personally about ourselves and our families and our communities. Our kids are at home, like there’s so much going on. So having a place to work through your own thinking is critical. Because your brain is where all of this is going to come from. And we need your mind clean, just like you’re washing your hands. You need to wash your brain. We got to flush out all of the things that are going on in it.
The second thing is, everyone needs at least a 90-day plan. Now, the problem is when we build a 90-day plan, it makes us look at the stuff we don’t want to look at and for a lot of people right now, that’s scary to look at 90-days from now. And I asked them to do a worst case scenario, you got to look at it. And then I’m here as your coach. I’m going to help you think through it, you’re going to work on your brain because your brains are gonna have a tantrum. And it’s not going to want to think about 90-days of no revenue. But we have to, we have to get really, really honest about what the circumstances are. And because what I’m watching a lot of people doing is, they’re anticipating what could happen, but they’re not planning for it. And then what happens is, if you don’t have a plan, you take action in reaction mode, instead of in something you’ve already thought through, worked through, you already had the brain tantrum. Now you can take action you can execute. So a 90-day plan has to happen that looks at finances, looks at team and it looks at your life. You, especially for Small business owners, right? I realized the larger businesses have a lot of other factors. But if this is you and you know, 15 employees, you got to think about it all.
Then there’s the team, what are we going to do with them? How do we want this to play out? I spend a lot of time with when in normal circumstances, we look at values and we look at expectations. That’s where the way that we pay people comes from, how we decide to pay people is born out of our value system. So all my clients need to gut check. That part of who they are, what is the right decision for you and your company, not based on what everybody else is doing or the government is telling you to do. What works for you all. And that’s the plan that has to get into place. And I’ve been so impressed with how some of my clients have been so creative with how to make this work right now.
And then lastly, I’m just calling it focus. And what that means to me is, you have to watch where you spend your time. A lot of people at least initially have been eating news, social media and it’s not good. It’s not healthy. Everybody manages to find out what they need to find out without consuming copious amounts of terrifying information all day.
Right.
Because what we want your brain doing is create. Like, your brain can’t create if it’s scared. And your brain can’t create if it doesn’t have a plan and I’ve watched this all week. It’s the plan in place. They start brainstorming new ideas. And what I know, you and I both know, Rhamy, is amazing stuff that will come out of this.
Exactly.
I feel like we never would have thought of. So there will be that. That will happen but we have to watch what we focus on and we have to do what we can to get into creating versus focusing on the problems.
I interviewed John Lee Dumas, he runs a podcast called fire one of those hooked me into podcasting. I started listening years ago and he has focus, is acronym for it is follow one course until success.
Yeah.
Always, I think about that. It’s like I’m not one of those people who like to post notes and like cute scripts on the wall. But if I ever did, that would be the one follow one course until success. But now to recap that..
So helpful right now, but it’s going on like, if you could just get that one thing that you give your brain to work on and figure out and solve and play with. It’s so good for you.
It is. So when you kind of went through your steps you said, “Hey, first wash your brain.”
Yeah.
So that means, in that, you’re talking about getting away from everything, sit down.
Yeah. Right. Which is to really understand that there, we have circumstances that are happening all day, but our brain is defining those, right and how your mind to find them will trigger how you feel. And so a lot of us just have very unsupervised thinking and we believe that what we think is true, but it’s not. It’s just our thoughts. Now, if you’re consuming copious amounts of news, you’re believing what those people’s thoughts are. Right? We have to get yours. Yeah.
I got into this business in 2009. December 2009, is when the Affordable Care Act was passed. And in the next two to three years, most of those provisions went into place. And for many companies in the insurance world, that was a disruption on us, believe it or not, it cut up revenue in the realm of up to 60%. And I mean, companies in our world folded left, right and center and I’ve been in business six months, right. And at first when that happened, I was pretty upset. And after the first couple months into it, we were constantly trying to learn more and more and more and try to figure something out and like, we’re only a year into this, as a time to, and I don’t remember what triggered it, but at some point, it transformed from a terrible thing to an opportunity. Interesting. And I truly believe even as awful as this virus and its effect on the economy and people’s health of course and families. The businesses that figure out how to turn who the business owners, the leaders who go, alright, this is awful. What is the opportunity here? How do I change this? How do I reposition ourselves to make this an opportunity? Are they going to be the ones that come out of this just on fire with success? Because tons of companies, they’re going to do exactly as you described. Yeah, they’re going to panic, they’re going to consume a pile of news and they’re gonna give up, they’re gonna keep doing what they did three months ago, and think it’s going to work three months from now. Yeah. And this is an opportunity, and it can be an opportunity for every business. I don’t care if you’re a restaurant. If you’re a salon. If you’re a consulting service, a CPA firm, a law firm, there is an opportunity here for every one of them. I don’t know what it is for all of you. But there is one.
Well, because if there’s always somebody in your interest who’s spearheading it and I’ll tell you one of the ones that’s been really fun to watch because I just happen to attract a lot of healthcare professionals. I have doctors and dentists and my husband’s a physical therapist. So I actually have several physical therapy clinic owners. telemedicine, it’s all gonna be totally different. Like, this is changing that landscape. Because first of all, everybody needs to still make money. And all of these, my husband is a physical therapist, they’re figuring out how to care for people and not touch them. Right? And what is not there, it’s not going to come back.
It’s not gonna come back. Right. And that’s the thing with all of these industries. Well, same thing. I don’t want to go sit in your freaking waiting room for 45 minutes.
Oh, I know I’m right.
It’s like, in every industry, I was talking with my staff about it. We have invested heavily over the years and telework and secure call centers separately and just all kinds of different stuff. And there was always a taboo to a degree of when you’re meeting with someone who’s discussing direct finances. Like, why are you sitting in your home and oh my god, hey, there’s a dog over there. Like, that taboo is dying. And in three months of this, it’s going to be like, well, I have no problem meeting my attorney. While he’s sitting on his back deck. It’s a heck of a lot more convenient. And we can both sit there and drink the preferred drink. I don’t have to drink your crap coffee. I can drink mine. Right. So there is an opportunity here.
Oh, yeah. I’m so glad you said that. Because that really is so important. But if your brain, the sky is falling, everything’s awful and here’s the thing, right now, it might make you decisions you never wanted to have, to make conversations you never wanted to have to have. But if you hold on to, it’s awful you can’t create and we need you. We need leaders right now, more than any other time, at least in my existence, right? Like, we need people to step up and be willing to stand out and try something. And get the double edge, right? Like, what the heck is she doing? And, Whoa, the heck is she doing? Right? Like that’s what has to happen right now. And it’s so fascinating to watch who steps up and who’s willing.
You were so optimistic. You and I both are obviously HR people. It’s like, it’s all gonna be fine. Everything’s great. But…
Eventually it will.
It will be and it will be. But let’s let’s dial it back. And let’s give some practical advice here. You are an expert at making these hard decisions. How does someone who is just right now evaluating gotta lay off 100 people or five people or their first employee, how do they fire them? And live, right? How do you fire that person?
Well, it’s an interesting way to have time to do it. It’s almost like at least this has been what my clients are telling me because I would say half of my clients have already had to layoff people but everybody understands. So…
It’s a lot harder in a way it’s harder to fire someone because they consistently under-perform than it is to be like, “Look, we don’t have any clients like what do you want from me?”
Wow.
That’s an interesting point.
And they get it. I’ve had people tell their boss, “I’ll just work for you anyway. You don’t have to pay me but I want to help you.” I do believe most people have the sense but this has an end to it versus the recession in 2008.
Right.
What the hell was gonna happen? Right. But to answer your question,
Hold on HR insert, people can’t work for you for free. Hashtag compliance. Throw it out there. But I understand what you’re saying. Medical staff.
Do something different. I don’t follow mine on that one. To me, I guess is what I’m trying to say.
Exactly.
Yeah, that could change. People could start to get more low on Maslow’s Hierarchy here and start to freak out. So what I have advised people and what I’m watching them do is they’re finding out on behalf of their employees, what the right solution is for the employee. And so in the case of several of my clients, the right answer was actually to lay them off, because then they qualify for a solution. So they set up the conversations that way, here’s how this is going to go, right. “I’m gonna fire you, I’m processing your employee history records, everything’s ready. You can file. And this is eventually once everything’s crankin, I will want to invite you back.” But the employers are doing some of that research on behalf of the employee so that the conversation has direction versus I can’t pay you anymore. You have to leave. Kind of.
Right.
Now, everybody handles that a little differently. I appreciate there’s laws in different states. Again, I’ll defer to your expertise. But when we tell people that we have to lay them off right now, I think it’s incredibly important that we honor who they are as a human, we tell them how important they are. We tell them this has nothing to do with performance. If it doesn’t. I have actually also advised some employees and some clients. If you have people who are not performing this is the opportunity to make some decisions too. So, in a time when everything is in flux, you have to always come back to what is right for the business. And that is a gut check when we love our people, but we can loop back to them. I’m very confident that’s all going to work out for people. Right now, what’s the right thing for the business? And then what are the services provided in your world, wherever you are, that help your employees as best as possible? And it does s
And today, we are interviewing Amber Hurdle. Amber hurdle is the CEO of Amber Hurdle Consulting. It’s a multi-award winning talent optimization firm. They pioneers using both science and marketing principles to strengthen customers’ brands from the inside out. She really helps with costly business problems like ineffective recruiting turnover, under performance, declining morale, leadership gaps, and we are so excited to have her in the show today.
Before we dive too deep, I want to ask you real quick, please subscribe to our podcast. You can find us on iTunes, Google podcasts, Spotify, Stitcher, pretty much any pod catcher of your choice. And you can subscribe at peopleprocesses.com which will give you exclusive subscriber only content. Last week for example, we sent out sample furlough letters and updated policies around the Family’s First Coronavirus Relief Act. This is recorded 3-23. Our subscribers had sample policies 24 hours after the law passed.
Now let’s dive in. Amber, thank you so much for being on the show.
Thanks for having me, Rhamy.
Well, I am just ecstatic to have you in. There’s a lot going on in the country right now. Like I said, this is a March 23 recording. This probably won’t come out until mid April. We have no idea what the situation is going to look like out there. So we’ll try to keep our coronavirus info to the minimum and instead focusing on the things that you have accomplished. Now, Amber, not many little girls and boys dress up as leadership and HR consultants when they’re eight years old to go trick or treating. How on earth did you wind up in this very strange field? That’s pretty dang busy right now.
Well as someone who dressed up like Janis Joplin for I don’t even know how many years in a row.
You know what, she inspires people, it’s leadership. There we go.
That’s right. Yeah. I think and I talked about this a lot when we talk about personal branding is, that there are breadcrumbs that you can follow if you look back on your history and see how you chose to show up in various situations, whether that’s professionally or in your family or in your social settings or volunteerism, or whatever. And you can see that there are some very specific gifts that keep popping up as something that you feel led to share with other people. And so the gifts that I have from a vantage point of really being able to see somebody for who they are or a situation for what it is.
Being a very quick thinker, being able to really put chaos into a strategic streamlined process to work through. I can create common chaos very quickly and then buy people into that solution. And then connecting people. So engagement and communication have always been things that have served. I’ve used to serve other people. And it just made sense in the end, to do that in a professional setting because I can impact more people by going into an organization or into an audience than trying to do it otherwise.
That’s very self aware, Amber, and that’s awesome to hear. But what I want to hear is you have a pretty unusual way though, right? Because if I remember from your bio, you were a teen mom. I’m kind of on a very different path than consulting with international celebrities and fortune 100 companies.
Knocking on my door back then.
Give me that story. How did you get from, you know, I don’t know. I can’t imagine the place you were in there to kind of now grown kids and rocking out all over the world.
Well, good question. I credit a lot of what I’ve learned in life to that experience. And I wasn’t like a bad girl. I was actually very involved. I mean, not to marginalize any teen mom, but I’m just saying like, I wasn’t a troubled youth. I didn’t have a troubled childhood. None of that, like I was very normal. I was on channel for news at Six and 10 for a week. Like, just weeks before I found out I was pregnant because they were featuring me and about a dozen other Middle Tennessee students because we were stable and good kids and they wanted to have conversations with us around hard things that were going on and that parents were having a hard time talking to their children about. So, it was quite the fall from grace, well, just say, I was president of this, vice president of that in school and I had to give up all those leadership. I chose to because my actions weren’t very leadership like for high school anyways. I guess the quick version of the story is I had to get out from behind the eight ball very quickly. And I had to figure out what people saw in me so that I could just pick up an extra shift at the Applebee’s or get a better job that maybe I didn’t have the education for, because I dropped out of college. I was very tuned in to what people saw in me so I can do more of that so I can find more favor and I can have more opportunities come my way. I started collecting mentors because I didn’t have the same structures in place that most people had. I mean, my parents were amazing. Don’t get me wrong. We’ll just put them aside. But most people have professors and you know, people that kind of help guide them as they start their career. And I was just kind of free falling.
Right.
So as I was figuring that out, I didn’t know that I was creating a personal brand that wasn’t a buzzword. I mean, you had a professional reputation but that wasn’t a thing back then. And I surely didn’t understand what I was doing at the time. But reflecting back on it now. That’s it. I just had to figure out what I was amazing at and I had to go out and show people and prove that that is, that’s what they should see in me, that they should see the value that I saw in me, but I had to use people as mirrors to even figure out what that was.
And and so you think that teen-mom experience really, I’ve thought about this too, my wife and I we met when we were 16, where we started dating when we were 16. We’ve been together our whole lives. Highschool sweethearts, started the company together 11 years ago and have certain experience. And having certain responsibilities in your life it’s impossible to say like what you would have done otherwise. Right? And a lot of times when I’ve had similar interviews where it’s like, “Well, what do you credit your success to?” It’s like, “Well, when I was 18, I moved out so that I could start a family with my girlfriend,” which is so weird as even at the time I was like, “There’s no way this is gonna work.” This is obviously silly stuff to do. And yet those choices put me in positions where my back was against the wall. We had to live on our $700 a month kind of budget, and it changed everything. So what do you think being a teen-mom taught you specifically about what you do now? The branding, the consulting side of what you do now?
The very first thing that it blessed me with is that humility. I don’t judge people, there’s just not room for that. So there’s always what I refer to kind of a cocci term is, there’s always judgment, free awareness and in my office or on my zoom calls, or in the opposite of my clients, so anything can be admitted, worked through. You mentioned the term self awareness. That’s what served me then. And so that is what we build on. Once we have that judgment, free awareness, then we can work to self awareness. And then it also helped me see where I fit into a bigger picture, right? Because I was only able to benefit from the collective like I couldn’t do it on my own. I had to do it in the context of other people being involved. And so when you’re looking at the personal branding, that comes from self awareness and that sort of thing. But when you talk about employer branding, you have to understand the bigger picture and you have to understand where your personal brand fits into that employer brand and the employer has to be able to understand that as well. And then, of course, just that so much was quote fixed. I’m using air quotes alone in my office right now.
I have medically diagnosed a DD. Most people don’t know that because team motherhood also forced me to really put those processes in place. I mean, that’s what I love. I love your People Processes, because people forget that, to be successful in business, to scale in business, it’s not just functional processes. You have to have people processes too. And so everything about my life was structured. It was organized. I did a budget like I literally had a ruled paper that I did each week on an effort at the bottom of the paper. It was like, “Okay, I’m negative this time.” And dollars left, I mean, it taught me to negotiate, it taught me how to be honest and to fail forward. I mean, I called my car company all the time and I told the story from the stage and just let them know like, “Hey guys, I thought I was going to have my payment this week. But here’s what’s going on. I’m working at this job. I’ll make this much money in cash. I’m anticipating getting my paycheck. it should be this much. And so by Friday, I can get you this dollar amount.” But that’s probably going to be it and to be able to just confront the brutal facts, but not just faith.
That’s a valid dragon, right?
Yeah. Slay the dragon.
Under the notice. Right?
Yes. I could have faced it head on, call it what it is, and then come up with your solution. And they were so gracious with me. And they did not repossess my car. And as many times as they could take a payment in the end they did because I stayed in constant communication with them even though I was in the midst of failing. So I don’t know, I mean, Rhamy, we could sit here all day about the things that I learned that have served me well now as a teen-mom but those are probably some big nuggets there.
Well. Now, you are a successful entrepreneur, you have multiple businesses. And along the way, how long when was your first business startup? How long ago was that?
Let’s see here. My very first which is not in existence anymore was 2006-2007 and I rode the wave of 2008. And came out on the other side. So I ran a very successful celebrity event planning company through the worst economic downturn in US history. Because of what you said earlier, just sheer grit. Like when your back’s up against the wall, you have to innovate and you have to make it work and my vendors and their families and their ability to feed their families were very dependent on me because I was oftentimes the number one client of theirs or their number one source of business.
That only-go system.
Yeah. And at that point I was divorced. I had two kids. I was a single mom trying to make everything work. But yeah, it was super stressful but we made it happen. And then through this whole COVID-19 situation we’re in. That’s just my stance. I was talking to my friend the other day, and he and I are just basically the same human, only he’s male. And we both were just laughing because we said we refused to participate in 2008. And we’re refusing to participate right now. I mean, I’m not ignorant and I’m not naive. I know that bad things are going on, but you can do what you can do. Instead of sitting and crying and waiting for somebody else to rescue you.
There’s an opportunity everywhere.
Always. And usually really juicy ones in the midst of chaos.
Absolutely. Well, we’ll go into that in a minute but our listeners there, they vary, their everyone from color. Students trying to figure out what they want to do up through, CEOs with a couple thousand employees to HR managers at a local plumbing shop. And I have found, in terms of our feedback, the number one thing that I get is that they learn the most when our guests tell us about their biggest mistakes. You’re rocking out now. But what I’d love for you to do is take us to the time when you had your worst entrepreneurial moment, and we’ll get to maybe what you learned about it. But really, I want you to take me to the series of events that led to that worst moment and tell me a little bit about that.
Well, I’ve had multiple business partners or strategic alliances throughout my career and probably dissolved a partnership that we got into without an exit strategy. And that was bumpy and disappointing and it broke the relationship. And I honestly don’t regret how I managed my side of it because I think that I did it with as much integrity as I possibly could. But whether you are going into business with somebody, going into a project with somebody, or even when you take on new clients or customers is really important to have everything spelled out on the front end, and it’s something that I do in my business. Now even when friends come to me and want to do business with me, I always just tell them like we’re going to sign an agreement, not because I don’t trust you or you don’t trust me, but it just immediately builds trust and we always know what the expectations are and we always have something to go back to to make sure that you’re staying the course.
Absolutely. You’re talking about support structure. I have a great family. I love them to death. But my father was a Postal Inspector. So he was a federal law enforcement. I don’t know an entrepreneur in my family. I’d never spoken to someone who owned a business. But some of the lessons that came from my dad just because he was who he was. I mean, since we were 12 years old, there was a sheet of paper on top of the fridge so I couldn’t get to it. Where we laid out any agreements we made. You’re going to take the trash out on Fridays and mow the lawn on Saturdays. Yeah, we wrote it there. And we signed it. How do we stop doing it? I loaned you 20 bucks to go to the mall because I’m a 90’s kid. It’s right there, on the sheet. And I don’t know, because of that, I just never had the fear of being like, no, we’re writing this down. It’s going. We’re both signing this napkin to a grab thing. We don’t put it in writing. It didn’t happen. I don’t know. So for you, some of your worst experiences have been around strategic partnerships and those sorts of things and their disillusion, when maybe it didn’t work out, or just the environment changed.
Yeah, I mean, I learned the hard way best, unfortunately. But when I do go through that, I do learn and I take my notes and I fail forward and turn those losses into lessons and do it better than next time. So you’ll never see me get into any type of professional situation without having very clear expectations of outcomes and what happens if something goes sideways. Because it will, I mean, we’re human, right?
Absolutely.
Even in a corporate environment, things go sideways, because people are involved. That’s why we have people processes.
Exactly. Actually, we’re gonna go into some more standard questions in a second, but this is just a random thought that occurs to me. I get this question from small business owners quite often or their HR people. When we’re entering into something like this. And even if it’s not a large issue like, bringing on a new vendor, or maybe you’re entering into like, a reselling agreement or a partnership, where you’re going to bring on somebody as an independent contractor, do you think that it’s necessary to involve a lawyer every time? Where do you think that you can figure it out on your own?
My best friend is a lawyer.
Ah. Cheater.
Yeah, well, no, he’s a dirt lawyer. So yeah, it’s not business law, but I’m just saying he’d probably disagree with me. But I don’t think that you need a lawyer every time and when you are onboarding even a new employee, you have your basic employee contract, if you will. And every state is different and how that shows up. But you’re going through your onboarding process that is essentially kind of an ongoing agreement of, “Okay. Here’s the job description. Here’s why we hired you. Here are the expectations. Here’s what we’re going to do. Here’s how we’re going to train you, here’s how we’re going to integrate you. And here’s how we are going to follow up on these items and measure our success.” And putting those pieces in place is the unofficial agreement of, this is what we expect, this is what you expect. We’re going to do regular check-ins to make sure that we’re on the same page. And so it’s just anytime that you want success, and you want to minimize the pain, you have to control the controllables because the uncontrollables sure are coming.
Absolutely, absolutely. That’s actually in a lot of depending on your state, as you mentioned many times it is actually a contract.
Yeah.
Very legally binding issue. So okay, I think that’s a very good point. I just was curious if it came to me when you were talking about partnership agreements and those sorts of things. I mean, normalization you must remain a going concern. Don’t let a lawyer put you out of business. But if you don’t hire a lawyer, you may go out of business.
Yes, that’s true. That’s a tweetable.
So what we normally recommend is, of course, in people processes we do a lot of that HR consulting, we build handbooks, we build onboarding paths, all those sorts of things. And we do have attorneys we work with in those processes. And a lot of times what we do is we say, “Here’s all the sample, here’s all the build out, here’s our custom HR stuff,” but if you want it to be a contract, legally enforceable, it’s your authority saying that it’s right or you need to hire an attorney who will put their letterhead on it.
Oh, yeah. I mean, every business should have a CPA and attorney. Definitely on deck at all times. Because this, I mean, your business is a legal entity to do it all without having any type of I mean, even if you just use Legal Zoom or something, I mean.
Yeah.
Betsy likes, just to make sure that somebody with an actual law degree is at least on call for when you have those moments.
Absolutely. Well, that’s a great story. Now what you do is in this world, it seems to be a mixture of branding and marketing, but also very focused on the HR side of things. So when a client comes to you, how do you work with these, what’s kind of your process when a client comes and works for you?
Well. So in the branding and marketing process, we use data to inform the strategy, right? So anytime you go grocery shopping and you scan your loyalty card, that’s data that informs the strategy for the grocery store that you shop with. Same thing with, if you go to Best Buy, they’re collecting data, if you click around on a website, they’re clicking data so they know how to respond to their unique customers, right? And so they create customer profiles. And that’s how they market to you and billions of dollars are committed to this every single year. And as I was really niching down so many years ago to internal Publix, from a PR perspective, I realized that you need data for that too. And so there’s different things that you can do to collect data, just homegrown things like an exit strategy or an exit interview. Rather, I’m sure you could sit here and list all the different analytics that can be done internally. But when I’m talking about my type of analytics, it’s psycho analytics. So I want to be a marketer, I want your brain, I want in your head, I want to know what your underlying needs are in a work environment. And once I know that, then I can understand those needs, then drive your behavior. And so I’ll give a personal example of this, of why this matters so much.
So I was a young, broke teen-mom and I had the opportunity to work at a local manufacturing plant. And it was a place where people waited for years to get a job there, it was a coveted place because it was very consistent work. It paid well, there were lots of benefits. And it was just one of the most solid areas and of course, because of the relationship, I had an end. And not only did I have an end and did not have to wait at all to get a job there. I got on the first shift, not third, not second, but first and on top of it. I was put in refurbishing, which all that means is it was the most cush department you could possibly work in. I mean, it was just you didn’t have to ask permission to come off the line. You weren’t screwing anything up to go use the restroom. I mean, it was just the most lakhs you could possibly have there. So I had all of these benefits, right? It was just handed to me on a silver platter and yet I just guessed how long I lasted.
No, it sounds too good to be true. I’m thinking about two weeks.
Ah nail that. Yes. Okay, so single-broke teen-mom was working multiple jobs to barely get by and oftentimes not. It was a pretty rough season of my life. And here I was handed on a silver platter, the ability to stand every single day and unscrew a screw and put a new screw in into a TV all day long, eight hours. Now. That didn’t work for me because I have underlying needs of extreme freedom and having the opportunity to be in charge and to work independently. And I like my ideas best and I am definitely designed to be a leader. I have an extreme need to have a social environment. I need to be around other people. I need to spitball ideas. I need to bounce things off the wall with other people’s reflection. I move fast. I want ever changing priorities. I never want the same day to look the same, or various days to look the same. And I sure don’t want to be doing the same thing all day long for eight hours. That sounds like torture to me now that I’m self-aware. And I’m not a great rule follower. So I’m innovative and I like to change things up and to think of having to crawl into a box every day and stand, staying there is asinine to me now.
So yes, was that an ideal job for me? Yeah. But it’s not, could I do the job, I could physically do the job. I had the resume to do the job. I had the values that fit that company. I had the passion and the ability to show up well, but it doesn’t matter that I could do the job. I didn’t want to do the job. I would not do the job and I would not do it well over a prolonged period of time. So that was a misfire on their part. No complaints but that was not a fit for me. And this happens all the time we have people come into organizations and they look great on paper and their pedigree is awesome. Their history and where they went to school and they show well in the interview, and it’s like, “Okay.” Yeah, their values align with our company values, let’s hire them. But we never stopped to ask, like, “What are they wired to do?” And so once they’re in the organization, and you’re not getting that discretionary effort out of them, and they’re not hitting their goals, because it’s simply just not something that they’re wired to do every day. It’s like that, that 90-day comes and you’re like, “Who the heck are you, I hire this other person. And now you showed up, and I don’t know who this person is.” And that happens every day. So just like when we were putting together a marketing strategy, you have to look at the data and say, “Okay, based on this data, this is how we are going to tackle this and here’s how much market share we’re going to be able to get based on the facts.” And so when you have a business strategy, you have to look internally too. It’s not just about market share, it’s about how we are going to mobilize our people. How we are going to adapt our people processes to ensure our people strategy matches the business strategy. And once we have that people strategy now we have to kind of come up with some ideal employee profiles, just like we would come up with ideal customer profiles and marketing. And once you have that, now you’re cooking with gas. And it might be that you see this person is doing all of these things, but we might want to carve off these responsibilities and go put those with this person because they would rock that out. And that’s gonna water down this other person and what they’re capable of. So many examples I could give but sales, don’t give them admin stuff. Just go let them write, go let them hunt and let somebody else do all that behind the same stuff that is going to be painful and keep them out of selling.
So of course, when a company brings you on, you’re doing these sorts of analytics, these psycho analytics to try and determine the key focus areas for each job. Helping design some sort of interviewing or filtering process so you get to the right people. And I want to hear more about that. But could you break it down? For me? Let’s say there was a company listening right now that has five employees, and they’re going to hire their sixth. What are two or three things that they could do this afternoon in three or four hours, sit down, and really improve the likelihood of success and hiring for that position?
Yeah. Okay. So, step 1 is, review your operational goals, what are you trying to accomplish in 2020? Step 2 is, review your culture. What are you about? What type of family member Do you need to fit the family rules? Number three is to evaluate your team. What is your team great at now? What are you missing? You don’t need six of the same people. So if you’re missing, for example, a rule follower, if everybody is what we would call NPI, we have different letters for everything for predictive indexes, one of the tools I use, we would call it a vitamin D deficiency because no one has D, which is that drive for. I call it rule follower, rule breaker. That’s not the official way. But if you have a team that is maybe missing some of that, or maybe you have a team that is missing, somebody who’s really great with people and needs to be around people, then you might want to take that in consideration. And so once you have those things under control, and you have somewhat of an idea of the people strategy to match the business strategy.
Now, everyone needs to contribute to what this person needs. Ask simple questions. Is this person going to be interacting with customers? Will they be interacting with the community? Will they be leading other people in the organization? Are they going to be sitting behind a desk most of the time? Will they be working independently? Will they have to make decisions on their own? Do they need to be more of a team player? Do they need to be more of a leader? Do you want them to follow up everybody else’s ideas or do you want them to create the ideas? Do you want them to be agents of change or do you want them to be implementer’s of change? Do you want them to be out of the box and think of different ways to do things or do you want them to just do the same thing every day? Amen.
These are the things that will impact that person. And then once everybody has feedback on what this person needs in a work environment, now you can start playing with that language and go out there and put an awesome job description out there and not a boring like litany of responsibilities. It could be something like, “Hey, if you’re a team player, and you’re always in for the greatest good of the team, if you love talking to people every day, if you just couldn’t imagine having the same day every day and you loved diverse, exciting, changing experiences, then keep reading because this job is for you.” That is going to create an emotional connection just like we do in marketing. So we’re always trying to evoke emotion, as opposed to this job is going to have community engagement responsibilities. This job is going to lead a team. I mean, that’s just so boring. So those would be my steps.
And then you have to think about integrating into that team. So how are we going to onboard this person based on their profile that we’ve created for them? If they’re more of an analytical person, they’re not a big people person, then maybe parading them throughout the office and doing a big round of applause and putting them on the spot on the first day in a meeting is not the way to do that. Maybe you have little mini meetings instead, one on on
Today, we are interviewing Bill Coletti. We are so excited to have him on. He is a reputation management, crisis communications and professional development expert. He’s been the Wall Street Journal risk and compliance panelist. He’s a best selling author of “Critical Moments: The New Mindset of Reputation Management,” and he has been on the senior counsel in crisis management, corporate communications and reputation defense to a ton of clients such as ATt&T, Target, American Airlines, Home Depot, Xerox, Nuclear Energy Institute, Cargill and major universities. And I can’t wait to get his insight and plans into how we can react to this. Just crazy time. Before we go too deep though, I want to ask you to please subscribe to our podcast. You can find us on iTunes, Google podcast, Spotify, Stitcher, any pod catcher of your choice. You can also subscribe at peopleprocesses.com which will give you exclusive subscriber only content.
Now, Bill, thank you for coming on the show. I’m so excited to have you.
Rhamy, I am looking forward to a good conversation and providing some help to folks as they try to navigate through this unprecedented time we’re in.
Yeah, and it’s going to be a free flowing conversation for you long time listeners. We’re going to skip things like your worst moment in your business career. And we’re just going to deal with what value Bill can give us for our listeners. So, Bill, give a quick rundown of how you got to where you’re kind of a point man on crisis management.
Started my career doing political campaigns. I did politics for ever since I graduated in college and beyond, did that for the first half of my career then went to a large public affairs, issues management agency. And then we were acquired by a large global public relations firm. And I ran their global crisis practice. And then about five years ago, went out on my own and started our firm “Kith”. About what they said five and a half years ago.
Outstanding so for the last five and a half years, you’ve been working under your own shingle, working with people to try and manage these sorts of public relations issues.
Exactly. Just really trying to do it in the word “Kith”, is meaningful to us. If you’re not familiar with it, there’s a phrase from literature called “I’m Going Home to Visit My Kith and My Kin”, you can or your family and your Kith, we subscribe to be kind of your original friends that taught you sophisticated habits so your family teaches you things about making you who you are. your friends, your high school friends, your college buddies. Those are the folks that really teach you a different set of skills, but more sophisticated life skills. And so we try to be the kids to our client, in providing those sophisticated insights and perspectives.
That’s outstanding. We’re learning something already. What a great name. The name of my company for 10 years was Popular Financial, and it was called “Pop” because we started on Poplar Avenue. And when I started my company, it was still pretty new after 911 and Rhamy Alejeal, the insurance agency just didn’t seem like it would fit very well down here in the deep south. So, but yes, we recently changed the People Processes to say what it is we do, which works perfectly. Yeah. Well. So, Bill, right now we have a business. We have it. We have a health crisis. We have a family crisis. But beyond that, we actually also have a relations crisis, right? How do we talk to our clients, our employees, it’s a lot about not just figuring out operationally how to survive, but our communication strategy. And that’s something where you kind of step into, right?
Yeah, exactly. That’s there. So for the past, I’ve lost track of three or four weeks, we’ve been working with clients with their initial responses, and most everybody’s past their initial response here in the United States. And we’re now in this sort of really mushy middle section. And we really spend a lot of time talking to companies, people talking to their stakeholders. So we’re in this unknown period of time in the middle, but we’re starting actually doing a lot of work on planning what is coming back looks like, and how do we actually do that in a smart, rational, but also well reasoned way.
That’s what I want to focus on this interview. Because I think by the time this airs, if we’re lucky, that’s what companies will be considering if we’re not, go ahead and take notes, maybe it’ll be another month after the episode airs give you some good ideas. Before we do though, what should be the guide? What’s the framework around a response strategy? If we have any listeners who are, maybe they’re in that mushy time, they’ve already told everybody, “Look, we’re still open or look, we’re not open.” While they’re monitoring events, let’s say this comes out and we’re still all in lockdown. We’ve got no end in sight, what should they be doing on a daily or weekly basis to guide their decision making?
Awesome. You know, most of us that do crisis communications, our first instinct is external or media relations. That’s most of us that do this. That’s what we think about. All of us have become internal communications or people communicators. Very, very quickly. I’ve always sort of viewed it as a very, very holistically. So I think in this mushy middle, which if we’re all really, quite frankly, it’s not about the media. It is much more about employees and your team. Two main things that we focus on. One is ABC, “Always Be Communicating.” We think that companies need to tell their story to their employees and bring them on a journey. Because if they are doing layoffs, considering layoffs, considering furloughs, whatever the smart things that you advise your clients on all those various permutations, we don’t know the answers to that when you and I are recording this. We don’t know exactly how long this is going to play out. So cash reserves are at different places for different companies. I know some of your clients, as soon as last week, we’re letting people go laying people off. There are some that are holding on to rainy day funds and cash. You got to take people on a journey. So ABC, Always Be Communicating. That’s the challenge in the mushy middle.
The second thing is, “Listen.” Your teams, it is my fundamental belief, your teams if we create venues for listening, the way we can manage those experts’ dictation is by understanding those expectations. And so if we listen to our teams, get leaders, people, managers, wherever they are in the org chart, use video, use zoom, use teleconferencing. Just check in with the messages that you’re communicating. Since you’re always communicating, your learning, listening, and then that helps shape your next statement. So it is very much a continuous cycle. Sadly, we’re seeing companies do an initial statement. Unfortunately, we’re gonna have to close or unfortunately we’re doing this or whatever we’re doing in response. And the next messaging is, and we’re laying off 3000 people or we’re driving to 100 people. That’s such a tragedy. And what I try to tell people in its simplest form, is that I want the employees that go on this journey. I’m a father of a new college graduate and so she’s got her first job. And if she comes back to me and says, “Hey, I got laid off, or I lost my job. But they handled it in this amazing, wonderful way. They really made me feel good.” If we can do that, and if we can treat everybody the way I want my daughter treated if she gets laid off. That’s I think a success and the way you do that is listening, and always being communicating.
And so, you’re to kind of take that to a slightly more concrete level. Are you a promoter of basically almost radical transparency. So when you’re thinking about that communication to give that journey, you almost have to explain more than. So you mentioned, “Alright, we got to close our retail locations.” That’s communication, one communication to four days later. “And by the way, all those people at the retail locations, you’re all laid off. Here’s your termination documents, talk to the unemployment company. Here’s how you file unemployment.” Right?
Yep.
You’re recommending a step in between or more communication along the ways that provides a ramp to that. Is that kind of, am I hearing that right?
Yeah. So I think that if we believe in this philosophy of always communicating, is that we have to take our team on a journey. And I would hope that this is native for a lot of companies. I know it’s not. But this shouldn’t be new, we should always be communicating, even in the best of times, to set the stage for our next initiative to reinforce mission and values. But for a lot of companies, that is not exactly how they do things. They do things in a little bit of a, you know, they’re not exactly buttoned up.
Right.
So, Arnie Sorenson is the CEO of Marriott. On Thursday the 19th, he issued a video to his employees contextualizing this challenge for Marriott and talking about it is worse than 911 and the financial crisis combined. Then on Sunday, he announced the layoff of 3000. See the headquarters staff. And so I believe that yes, radical transparency he talked about. He talked about occupancy rates. He talked about financial impacts, both contextualize relative to 911 in the financial crisis, but also specifically. So yes, I believe in transparency, radical is a little bit jarring because if a CEO hasn’t done this in 2018, and 2019, it could be a little jarring to the organization. So I think it’s a long term conversation. But I’m more aligned in the radical transparency group of sharing what we can share so that people understand we’re good people making rational decisions for a greater cause. And I want you to understand that my team…
So yes, I want to subscribe to that. That’s the key I think, you need to lay out enough information and perhaps even more, but enough information in a teacher like fashion. In a human manner that shows that would allow the employee to go, “I guess I would have had to make the same decision if I were in that CEO role.”
Yeah.
Something along those lines to allow that empathy level.
So wait, can we do that with information?
Right, right.
Share it.
Yeah. So like, we’re a law firm. We have 200 employees here. We’re gonna have to cut staff by 40%. Right. I mean, again, maybe a law firm, not the perfect example. But let’s say that’s where they’re at, because they’re a law firm that’s primarily interacting with the public. A personal injury attorney or something like that. And along the way they say, “Okay.” The way to do this would be reassurance in the beginning. We’re on top, we’re looking at this, we’re making plans. Step 2, informational, here’s the context of the situation. Step 3, here’s our decision, and why we had to make it. And then the individual communications to the employees, laying them off something along those lines.
Absolutely.
A basic framework to handle that.
And just two tips for people that are in this phase that might not be, you know, if you’re retail, you’ve made dinner or restaurants, you’ve made a lot of these moves already. Middle, we’re going to talk about coming back, but using words like for the foreseeable future, and then do exactly what you just said, sort of explaining the rationale is very valuable. And our best view, that’s another phrase that we’ve been using a lot is our best view and the foreseeable future. And so organizations are using that transparency to sort of, “I don’t believe we can soften the blow of losing your job.”
Yeah.
It’s a fool’s errand to say that we’re softening the blow. But we’re at least being honest with the process and not doing it in the dark of the night and sending you on a Friday afternoon with a hatchet. That is not a good practice. And I know you’re like doing that stuff when guides suggest that.
Absolutely. And of course, we always recommend just random HR 101 things. Friday afternoons, the worst time to fire somebody.
Amen.
It actually is just random side notes for us listeners, maybe haven’t heard this before. They have nothing to do Saturday or Sunday. If you can terminate someone any other day of the week, preferably the earlier in the week better, they can get their unemployment filings, they can start looking for another job, they can make business contacts. This may not apply necessarily during the COVID crisis. But as a rule while you think Friday afternoon, get them out. You know they won’t infect other employees if you need to ever do a one-off termination. Earlier in the week allows you to control the narrative a lot more the next day. Your employees are going to talk to one another, they’re going to talk to you, you’re going to be there in the office makes a much better sense Friday afternoon very, very rarely is the right choice for layoffs.
And if you got the last point you just made, is what particularly relevant in a COVID scenario.
Right.
I’m going to be there. And if I have to do this as a leader, or you have to do it as a leader and or whatever, I want to be present. And be like, “Man, this sucks. I get it that this sucks. I’m sorry. But this is just where we are. I want to be the leader that’s present. And I don’t want you to do it for me.”
Right and have them hanging out, you know, calling each other or slacking on Saturday and Sunday to shape that narrative. Much better to be there available. Alright, so let’s say it’s two weeks from now, everyone who’s done layoffs is who at least done their first round if needed. If they haven’t made that decision yet. They’re looking at it. They’ll go, “Look, we got another 30 days of runway for cash reserve,” something like that. What would be there? Let’s say that they’re just a good example of this, we have a couple of firms that are in the more consulting space, CPAs, corporate attorneys, those kinds of things. A payroll company is a great example too, it’s like, we’re not hit by the front. But if 30% of our clients are shutting down, now we’re that second wave, right? So what would be your kind of recommendation for the holding pattern? We don’t know what’s going to happen. We got 30 more days here. Do we start communicating and saying, “Look, guys, if things don’t turn around, we’re going to have to make some hard choices.” “Hey, we need to do salary reductions to give us a longer runway”. Like, how often would you recommend communication, I mean, always, but do you have any for our businesses?
Yeah. I think every other day, I think this is such a fast moving dynamic. It’s every other day and I have the concept of a broadcast every other day. By the way, another point we should have, I should have made it the topic that we’re advising all of our clients on, is that when we think about communications, we have written and spoken, are the basic tools that we have. I believe that memos and emails written documents are great for information and facts. Pick up your paycheck here, wash your hands every day, we’re not going to be opened on Thursday, the cafeteria is closed. 401k benefits that’s really good for writing if you’re trying to share sentiment and care and concern. That is best done on a video. That is best done in a town hall zoom meeting, something like that. No, we’re not having any physical meetings right now, which is unfortunate, but so I think you need to really think about the message here that I’m trying to share. A fact, a next step, or am I trying to share sentiment or care or concern and so choose your medium, most appropriately.
Really good point. We talked about that a lot in our People Processes broadly around communicating value, not just anything that is beyond pure, you know, sometimes you need a chart, I get it, you need a piece of paper or a digital version. But if you’re trying to communicate value, so this would be explaining why your 401k is important, your benefits, why you made the decisions around them. How valuable they are, you will find that video as a communication medium is significantly more powerful than any pretty document and incomparable to a black and white memo.
And then just let me just add, what we’re doing for right now with clients is they’re doing a video to their employees. They’re explaining this journey. They did the initial announcement. They’re in the mushy middle right now, where they were recording that, saving it, sharing it, and then we’re turning, pulling a really quick transcript, copy, editing it, and have the memo to support the video. So you know, you get a twofer. Not a radical idea, but it’s been useful for people that haven’t done it previously.
Absolutely. And those of us in kind of the more external outreach world, we understand the idea of making a video which turns into a podcast, which turns into a transcript, which turns into a blog post, blah, blah, blah. But it could apply for internal communications as well as start with a video interview style, or Town Hall, have someone taking notes, turn that into your written communication. Very good.
Hey, Rhamy, let me ask you a quick question. Just because I’m working with this on our clients. CEO, senior leader says, “Sure, I get it,” but I’m not the CEO of Marriott. And I’m certainly not Jack Welch from GE or I’m not Bill Gates. I’m not really good at that venue. What do I do? How do I manage it? I’ve got a response. But I’m just curious your reaction when a leader says,
*I get to be on video? I don’t. I’d rather…
I stink in that venue.
Well, I’ll tell you this. My textbook responses, it’s better to hear from the leader. You are the leader. And that’s the thing. Having said that, a couple of my clients I’ve spoken to, I know them well enough to know, “No, they’re right.” And so what I will say is, if you’ve been in business a while, you have a communicator, normally that’s an HR person, maybe it’s your CEO, your CFO, and even in a 50-man company. But someone who’s gonna be the face of this thing, who you can rely on what you don’t want. And this is the caveat I give, if it’s not going to be the CEO, it’s not going to be the owner. Make sure it’s not someone you’re going to fire midway through this thing, alright? So you don’t want to be changing up the face of it, but I would recommend, I would give such a heavyweight to it being the guy or gal in charge of it.
Same guidance we give.
Yeah. But I used to give that with no caveats. And then it was an accounting firm and the Chief, the owner, the founder, and also the CPA in charge of many other CPAs went through and did his stuff and I thought, “Oh my god, I was wrong. I was wrong. I’m sorry, I was wrong.” This was not about layoffs. This was just about other kinds of cultural communications, but some people are not designed for that and they are not going to learn it now.
So exactly. Alright. I will also say this. This is another thing just about video in general. Don’t stress about video quality. I will say especially in your small shops, your 10 your 20 you’re even under two or 300 on iPhone video turned around. If you got a little mini tripod, great. If not, pop it up on some books and look at it. Maybe not hold In your hands, so it’s not too shaky, but an iPhone video gives you a lot of slack. And if you’re real, it’s authentic, it feels right and no one is going to want you to edit out every arm. You just don’t have to worry about it. If you are a polished video production kind of place that does this all the time, you’ve probably already handled it. But for those of you who are making your first kind of video communication, to drop at the top of an email that’s going out to everybody, please don’t stress about mics and video. Take your iPhone out, prop it up, hit the record button, do one long take and then do it again. Just use the second one perfectly.
So let’s say we’re past the city shut down level, we’ve decided, Alright, look for whatever reason either the virus has died down or the government is taking a different tack and said what we need to do, we need to get everybody sick real fast. I don’t know what for whatever reason, but here it is, two or three weeks out and It’s time to reopen. And let’s use the example of someone who was super hard hit for this. If you had a rough month, but you’ve been like, “Our company’s going to be staying in.” I mean, there’s not expected to be any interruption to operations or any layoffs for us. But for many companies, there’s been a huge disruption. So let’s use the example of a hair cutting salon. Maybe they had 20,30,40 locations, they closed all the locations because no one’s getting their haircut, they can’t protect their employees during this thing. They just had to close and they’ve laid off 300 people and kept a skeleton staff in their admin office to answer phone calls from these people and help them file an employment. How do they get the engine going back up? What are those steps and communication measures that they could take to come back from this better than before? I know there’s an opportunity here somehow.
No, absolutely. There is. So we’ll come to the opportunity in a second. So what we’re advising our clients is you gotta look at this. So even pre that decision by that haircutting salon or the 20 to 40 outlet place. I do not believe in watching this both internationally, as well as what’s going on in the United States. I do not believe that there’s going to be a global or United States lifeguard that’s going to blow the whistle and say, “It’s okay to get back in the water.” I think there we are not going to have that. And in fact, I think we are going to have very spotty mixed messaged government guidance from the CDC, from the White House from the state and or your local government.
They’re not going to want to take that responsibility.
They’re not going to want to take that responsibility. Right. So understanding that we’re not going to have a lifeguard blow the whistle and say, “Get back in the pool.” The way we’re advising our clients is it’s dangerous on a podcast, but it’s a visualization that we’re trying to articulate. It’s a Venn diagram, is that you basically have science in the middle of the diagram. Overlaying that is financial, social and moral. And the way we’re coaching our clients to think about this decision on how they come back, there are going to be financial considerations. So our hair salon, hair company, has a financial incentive to come back fast. They need to retain their team. And there are all kinds, there are leases, there’s all kinds of financial reasons. So that’s a big consideration.
There’s a social component that your employees need a rallying point. They want to come back, they want to work, they want to meet with their colleagues, they want to see their customers. So there is a social component to this and corporations and local communities because I would assume those 20 to 40 are just important players in the strip mall that they are there, they’re important. So there’s a social element to this. There’s also pressure even if you’re not a hair salon, but if you’re an office worker. People are frustrated being at home with their kids in the dog and having conference calls and barking and so people want to go back to the office. So you’ve got financial, you’ve got social. I think the last component of all of these overlaid by science is the moral component.
Yes, that hair salon could come back, but they have their employees standing with their hands in someone’s hair, with their shoulder, at their chest, right there is clearly within six feet. And we don’t know the latency of this disease. And so we know this virus. So we don’t know how long people are going to have it or don’t have it so I get the financial pressure. Get online as fast as you can. I get the social pressure. Let’s meet that need. But what does science tell us about all of those, plus, what signage are we doing, how are we keeping our employees safe, how are we keeping our customers safe? Because from a crisis communicator standpoint, to hear that ABC, haircutter Milwaukee had an outbreak or a little mini wave that came pose. That’s a bad scenario. Right. So when you and I are recording this, we’re in this debate with the president and other political leaders about let’s all come back. And we’ve had a political leader in Texas talk about, “It’s the Dow vs. Grandma.” And if we’re over 70, we’ll make a choice between that and the Dow because the economy is so important. I don’t believe most of the leaders I want to work with and that I do work with are going to choose Grandma, they’re not going to choose the Dow and then choose their financial situation.
Yeah, I think I don’t know if that’s actually the choice but it’s a given that choice. Yeah, that’s an easy one.
Yeah. So we’re advising clients to think about it. In all three of those contexts, and then that will show messaging, that will shape what we do and how we come back to. Financially, you need to explain it, we’re going to come back, we’re only going to open 10 stores, and then we’re going to open our second 10. And that’s a financial consideration, social team meetings, bring everybody up to speed, they’re gonna have to adjust childcare, and all the things that they’ve already set up their kids may or may not be back in school, but you’re requiring the work. So there’s a social component that requires messaging, and then there’s moral, additional signage, additional rules of engagement, all of those things need to be worked out. So if we think about it in that framework of science in the middle, financial, social, and moral, we think all of that will then lead to good messaging if you’ve always been communicating. It just is a nice natural segue.
I’ve actually got a pending question with one of my attorneys that we’re trying to determine. But when you lay off a bunch of people, one of my questions has been, How much? Yeah, and my understanding at that point is obviously there can be no compulsive work, there is no work at all, but no compulsory meetings, that kind of thing. But I would think and this is a big part that I think I need to stress, communications to your terminated employees is going to be a key. So, one thing that we’ve been putting on our termination checklist is gathering, obviously verify contact information, but get a personal email address guys. You need to be able to remain in contact and if you’re going to be doing like an every other day blast internally, you need to continue to provide that information. I think, to those you’ve laid off, they’re going to stay more in the loop and be more likely to be able to rejoin quickly. We add furloughed employees, it’s different, like if they’re furloughed, and you’re still providing benefits and all these kinds of things. Obviously, you can maintain their company email, those kinds of things, but if you’re doing a full layoff, you may want to make a separate list, however, you want to do it but they need to get your constant communications as well.
So would it be possible while I get the compulsory meeting, we had a company that did this with 30 or so employees of a restaurant chain. And they made the mistake, when they did this, they cut off everybody’s company email. And they were like, “God, gosh, we can’t tell anybody anything.” So they’re fixing that just exactly like you suggested they’re fixing it. Can you keep the company email on for them? You have the product that has to be part of the process, okay.
Good morning, Ladies and Gentlemen. Welcome to the People Processes podcast, where we dive deep into the tools, laws and processes that you need to know in order to scale and grow your organization. We help organizations all across the USA, streamline, awfulize, implement, and revolutionize their HR operations. We’ve helped hundreds of companies, thousands of HR leaders across the world get their people processes right.
Today we’re going to be interviewing Jacqueline Throop Robinson. Did I get that name right? Jacqueline? The Thoop Robinson?
That is correct.
Awesome. And she is the founder and CEO of Spark Engagement. A Spark Engagement is a Global Analytics Company in human resources. They focus on employee engagement and passion. So we’re going to be talking all about that today and we can’t wait. Before we do, I want to give you a quick reminder to subscribe to us on your favorite podcatcher of your choice, whether that’s iTunes or Google play. Check us out on our social media. We’ll have links to Jacqueline’s social media on the website peopleprocesses.com and we can’t wait to see you there.
So Jacqueline, here we are. Got the interview together.
Yes. Wonderful. Thank you.
I’m excited to have you here today. Now, I always ask this question because we’re in kind of an interesting field because HR world of ours, not many little girls and boys dress up as HR people as children. So I have to know, how did you wind up where you are, how’d you get to running a company that’s focusing on this analytics and engagement for your clients?
Well, you’re exactly right. It is not what I thought I would be doing when I started to get my master’s in English literature. But however, interestingly, I ended up working for a very, very large corporation in my mid twenties and I had absolutely no HR background and yet I found, I just gravitated toward it. So I think because I was given a fairly senior position at a very young age. I didn’t have any baggage. So I really had to rely on the people who were reporting to me to do their jobs, to do it well. I could not give them advice from a technical point of view. I’m only in one small facet of what we were doing and they had the expertise elsewhere. So it really led me to nurturing the relationships and ensuring that I removed obstacles for them and to really enable them to do their job to the best of their ability. And seeing the magic of that is what started to lead me to look more into formal HR processes and education. And so I really went from being a senior manager in a field operations into a head office position in human resources. So it really just naturally evolved.
That’s really cool. You know, a lot wind up in HR one way or the other. And it’s so fun to kind of see the through lines. And I’ve heard that many times that the reason we’re here is because we were put in a position where you were forced to realize that your people are the most important thing. It’s not about how much you personally know skilled wise, but to really grow an organization, it’s about the quality, the talent the abilities, and passion of the people you bring on.
Yeah. So it does and it’s just so interesting because really I was recruited because the manager felt I would learn quickly and I would have a different perspective, but I really didn’t have the formal training. And it’s so funny when I think about it, I just kept listening to my parents’ voices and saying, “Trust people, just trust the people you’re with.” And I let that guide my decision making and it’s really quite amazing to see how that mantra has just kind of evolved into this whole employee engagement business and really looking at passion at work and just how much those two ideas connect.
Really a world-class career. I mean, you have clients, not just in North America, but I mean in Singapore, Hong Kong, Japan, Australia, all over the world.
Yes.
Do you get to travel to meet with them? Are you out there or are you more a remote person?
Well, no, I travel.
Now that you’re here, kind of you’re at maybe not the top of your game yet, but a really high point. And a lot of our listeners, especially those younger HR people out there who are trying to grow a career, they’re looking at you and going, “Man, I wanna I want to do that. That sounds outstanding.” But rather than focus on how cool things are now, I think they can learn the most from hearing about our hardest times. So I really want you to tell us a story to take us back to in the journey of your entrepreneurial career. You run your own company or being an HR person in a larger organization, what do you think your hardest point was, your biggest failure? What did you learn from it?
Two things come to mind actually. One when I was a corporate employee and one as an entrepreneur. It’s quite interesting that both of those sort of emerged simultaneously when you asked that question. I think, probably speaking of the corporate career might be most relevant when you’re thinking of younger listeners, people who are starting their careers. I rose very quickly through the corporation in which I’d been hired in my early twenties mid twenties and I had many, many ideas of what I wanted to do. I had a lot of aspirations and I loved my team. I really was sort of a natural born leader with people who reported to me and we were just kicking it like we were having this amazing time and getting a ton of support until we didn’t. And it was really quite stunning for all of us. It was just like, we’re hitting all our targets, we’re making all these changes. It’s just like an amazing time. And the support just seemed to all of a sudden go away. And I had to really sit back and look at that and think what has happened?
Our feedback was amazing. And you know what? It took me a minute to think about what really happened there. And when I had the insight, it hit me like really like a ton of bricks. That was that we were so focused on what we were all about. That we were not paying attention to our environment, to peer groups, to people in other departments. And really probably does a little bit too arrogant and just not nurturing the relationships needed across the organization to really sustain our success. And it was a hard road back up. I mean we did it, we did it! But I’ll tell you, it’s so easy to become very focused on what you want, what your team’s doing, even what your clients want, which sounds so great. But if you’re not paying attention to your entire landscape, you can set yourself up. Your success can actually hurt you if you aren’t nurturing those broad relationships and networks.
Okay. Well I think that’s an interesting idea. Now, I think a cynical listener would say, “So what you’re saying is we need to play politics too while we’re doing an amazing job?” Is that part of it or is it that you also need to just have a broader focus or how would you respond to something?
That’s a really good question because I actually don’t mean politics at all, but, I can completely see that question. And sometimes I think also, I guess it depends on what we mean by playing politics. But I think what I was really talking about and the lesson we really learned is how to be inclusive. How to bring people along on our journey, how to stay open to others’ ideas and other ways of doing things. How to see, how we can connect and collaborate with others instead of sort of staying in our silo and just being very focused on our own internal needs. I think it’s very easy to slip into that, especially when you’re passionate. I think in some ways it’s the downside of passion. You have to actually make sure that others are with you on the journey in an authentic way, but that they understand what you’re up to and they want to support you and you want to look for ways of supporting them. So that was really more what I was talking about.
Yes. And whether you’re talking about inside an organization, a larger organization with multiple silos and departments that you need to reach out to and make sure you’re all in line or even from an entrepreneurial perspective. I see this a lot in clients sometimes. There’s a focus thing, a passion thing as you mentioned for entrepreneurs where you’re building your company and it’s like, do your thing. We talk about shiny object syndrome moving from thing, whatever attracts you that day and how it can totally destroy your business. But there’s a flip side to that. Some of the greatest growth connections opportunities I’ve ever gotten have been because our business was working hard on it’s thing. And at the same time, we managed to help out a client or even a person who was not a good client or not a client at all with something outside of our mission. And it was like, “You know what? We have a little extra time. Let’s help them do this thing.” And those have turned into amazing long-term relationships and opportunities. So keeping an eye out for that, just outside your direct focus. Ability to help others really can pay off. And I think that applies whether you’re internal or external.
I think what you’re saying is 100% true. And it’s actually why I have clients around the world in so many interesting ways. You can help people and it doesn’t have to be like the new shiny object. It can be, of course you can let that really distract you. But I think there are often very many simple opportunities to really support someone else’s aspirations. And in that gift, the reciprocity that comes from that, it’s not your reason for doing it, but I think it’s just amazing how that kind of support you give others comes back. And I think more than what you give really, I have found, that has always been true. And just trying to be a good advisor to clients, small clients, big clients, challenging clients, easy clients, you know, it’s interesting. It’s one of the principles in which we operate. Like how can we always support and help the people we touch? Right? And sometimes that’s a vendor, sometimes it’s a client. I have an interesting situation right now where one of my clients through the HR procurement process has three competitors working together. And it’s been fascinating to go into that process and to just ensure we all keep an openness and an inclusivity has been a challenge sometimes. But it has really ended up creating a situation where it’s the best thing for the client and we are expanding our own horizons as a result. So, yeah.
Because you see, I have a client, it’s a weird situation actually. But my little sister is a marketing person. She’s 24, I think. I hope I got that right. She is now a marketing client administrator services rep. She’s the account manager. That’s the words for a SEO company in town. The company that she’s working for. And so they’ve given them a budget and six months or three months or something and like, “Hey, go forth.” But they’re trying. They’re trialing like four other companies at the same time. It’s a big client and they’re like, “We’re going to hire for marketing companies, give them each a budget and you’ll just go run wild and we’ll pick the one we like the most.” That’s a rough situation because it’s just like HR marketing is one of those it kind of needs to have a throughput, right? It needs to be coordinated and you can’t just go out at it alone and we were talking about that. Some of the weirdest stuff is that, If she’s finding a ton of value in working with her competitors. It’s like this is really interesting stuff. You get to see a lot more than you normally do.
It’s really interesting from a point of view of finding out what your unique offering is for that particular client cause it actually might be that the best solution for that client is all four companies stay involved as collaborators but bring different unique strengths to the table and that takes quite
Spoken like a true HR person right there. We can all be friends. I agree.
You know, what’s so interesting like this competitive mindset is really challenging both internally and externally. And yet we all have it because most of us were nurtured in that kind of an environment. And to really do your best work. And I guess, because I’m all about passion, right? And I find that people end up taking on work that is not meaningful to them. And so they never can get to that point of passion. Right? But if you really find your sweet spot and really do the work that’s most meaningful to you. Your level of fulfillment will be exponential. Sometimes it means saying no to work maybe that you’ve always done or saying no to a part of a contract that is really lucrative. So that can be challenging in another way. Right?
Well, and on that, I mean, I believe the number is something like 60%. 60% of the workforce is completely unengaged. Right? They aren’t much less passionate. They’re barely alive when they’re at their desk. Why do you think that is? And is there something that we could do about it from your world? What do you think it is that we can really move the needle on that with?
Well, that number is a little bit leading. It is one source of information on engagement, which kind of puts engagement into an all or nothing bucket. But what we have is a much more nuanced model. Where we have eight different states of engagement that we’ve been able to identify. But to your point, however, if we look at some of the states that are a little bit more challenging like where meeting’s not very high and there’s not a high sense of progress. You get a solid 25% of people within organizations that are really struggling. No.
Not really sound more right because those headliners, those like 60%. And you look in your organization. We both run companies, but we work inside other people’s organizations and numbers high. But still 25%, one in four are just not really going anywhere or not really feeling like they’re doing much. That sounds very…
Yeah. And it varies a little bit like when we find it in Singapore. It’s a solid 25, sometimes in North America, but again, North America is huge depending on what part of North America, it can be a little lower. But yeah, I think 25 is sort of a reliable number. And the other piece that’s really interesting when you look at our research, which we’ve been doing for like 20 years, so this is really robust research. There’s a state of engagement that we actually call neutral, where people are negative, but they’re not bringing positive energy into the organization either. And that’s somewhere around 35%. So those numbers often get brought together to give you like the big number. But actually neutral’s not bad.
The headlines, as you say, make it all sounds so grim, but what it is a real opportunity to take people who are looking for something a little more, looking for a little more challenge, looking for a little more meaning, and looking to feel like they’re making a difference in what they do. And you can pretty easily, if you have the right strategies, move those people into a more positive state of engagement and people want to be engaged. You know, if they’re not, it’s simply because they don’t know how to be. They haven’t figured that out. And sometimes managers in the organizations don’t know how to help. So there’s a lot of hope. We’ve worked with organizations who started off at that solid 25 with 30% in neutral or more like half the organization. And we’ve gotten them to the point where it flipped so that they were down to like 5% of truly disengaged with about 15 to 20% in neutral and everyone else in these positive states that we call energized, engaged, passionate. So there’s a lot you can do and that’s been the part that’s been so fantastic about the research that we’ve done, is that it comes down to a pretty simple formula and I think that’s the beauty of it.
Yeah. Well, let’s say, I mean, I know this is obviously a large body of work. But, for our listeners, what can you give us? Maybe that’s the formula or the shortcut that, I mean, I know there’s no one sentence. Well, if you just put smiley faces on everyone’s desk, they’ll feel great. But what would you say is maybe a nugget of wisdom that you’d be willing to share with us. That maybe are smaller businesses out there could go and implement quickly on their own or our larger businesses that could get their brain turning around an idea or a concept?
Well, the key thing to remember is to get to the point of passion at work, you need two things. You need to see your work as highly meaningful and you have to have a sense of high progress that you’re getting somewhere against those things that are meaningful to you. So the formula is, “meaning” times “progress” and you need both. Meaning alone is not enough. You also need a sense of forward movement, impact, making a difference, however you define progress. So that is the lens in which everyone needs to think about their work right before we get into the…
“Meaning”?
Yeah.
It’s progress.
Yeah. Exactly.
And then there are tactics to try and move some of those. Provide meaningful work or give them a sense of progress, some of which are probably large structural changes. Some are hopefully a bit easier to implement. But okay. So the idea is evaluated. Do you have to evaluate the person or do you evaluate each job position or how do you look at this inside an organization? Is this meaningful?
Yeah, that’s a really good question. So the reality is that it has to start within the individual. That’s just how it works. Because passions and emotion. So what we find is that the individual needs to do some reflection. We can give tips and we can talk about that as well around, “How do I identify what’s most meaningful to me?” “How do I know what kind of progress I’m looking for?” And once they’ve had that insight, then they know how to self manage their passion.
Now, managers, organizations, we can support individuals. We can create these shared experiences that say what’s meaningful and celebrate the progress we’re making. But at the end of the day, each person needs to know what that is for themselves. Because at the end of the day, no one can make you passionate. It has to come from within. So it’s very subjective. You can work on the same team. We can work with a group of people who are doing exactly the same job. Just to come back to your question, right. And they can have very different levels of engagement even though they’re doing the same job. Because what drives meaning for me could be very different than what drives meaning for you. And what I can celebrate as progress may not feel like that to you. So it is down to the individual,at least, as ultimately as where it should sit.
Well, what would you say? So, and I’m sure you have an in depth strategy to do this inside a company, but for those out there and I always think I’m a contrarian at heart. I try not to be, but I am. So let’s say we have a business that’s, I don’t know, I don’t want to pick a business then and single them out as something bad. But let’s say you’re a tire change shop. You change tires, you change oil. There you go. You’ve got five locations, 50 employees and it’s work. It comes in every day. You ask people, “all right guys, there’s progress for growing the company, but do you find your work meaningful?” And they go, “No, I’ve always wanted to play with animals. I wanted to be a veterinarian, but instead I changed oil. I find no meaning in this.” Is that something that occurs or how do you structure this so that you don’t wind up with people going, “I always wanted to involve her outside. I love painting. Oh my gosh!”
So that is so interesting. So that can occur. That sometimes happens. But what we find more often than not is that, people have made decisions in terms of the career they’re in for reasons that are authentic to them. And there was something that attracted them to that. So let’s just use that example. I actually come from a family of mechanics. It’s sort of funny that you ask that scenario, right? So my father loved to tinker with cars. I mean, he did that as a kid. He did that in his teenage years. He would buy these old jalopies and fix them up and then sell them for five times the price. Right? And so that was really a place for him where he was very passionate. He was mechanically inclined, he loved taking something that was broken and he loved the end result of making it work well again. And that for him was authentic.
Now my uncle ended up going to this big machine shop and ended up being streamlined and all he did was change oil every day. Well that became a huge blocker to his passion because he wasn’t able to tinker and to really apply his broad knowledge. He was just like an assembly line doing oil changes all the time.
And of course from a business owner perspective, we’re encouraged a lot of times in the traditional literature down to the assembly line, the Ford method, right? It’s like specializing and being able to put someone in such a simple job that they can’t screw it up. So that you can scale and grow, have standard operating procedures, and never let people go outside the line. I mean, of course not everyone says that, but that’s very much kind of business 101. So do you think that structure can lead to a block or a lot of times leads to a business structure that…
Yes. Absolutely. And in fact, what we know is that everyone has a different view of what is quote-unquote routine work, right? Everyone has a different definition of that and everyone has a different level of tolerance for that. So this is the subjectivity piece. So for one person it might be they’re quite happy to change oil 50% of the day, but they need for the rest of the time more variety or they need to challenge themselves in a different way. So everyone has their own different view of that. But what we have found is first of all, those jobs are coming out of the industrial revolution and it’s really not how people truly want to work anymore.
And so that’s been a real challenge in some sectors of course to try to rethink that. But, I grew up in a company that also had a lot of assembly line type of structures and I say grew up because it was such an amazing thing to watch as a very, very young manager. Like how does this get, how does this actually work. And what we learned is, although it was an assembly line and people had to do certain things in a very by rote way. How we engage them as human beings became what was critical. So, for example, we got them involved in quality assurance. We got them involved in thinking through how to make the assembly line better. We had team huddles, we pulled people off the assembly lines and had them work on special projects. So although we were restricted, that was a constraint we had with the plant was to keep people working on those assembly lines. We could then activate these other drivers engagement outside of that space. And it worked really well. Really, really well.
That makes me think. You know, we have a lot of ethnicities that come from our industry. One of our main referral sources as CPAs. And I don’t know exactly when this episode will air probably. Well, before April 15th, tax time, but they are often a high level CPA. May be involved in engagement in terms of overall client, advice and tax planning. And I don’t know, profit planning, CFO work. There’s a lot of pieces in the CPA world. But many people, especially this time of year, they’re on that assembly line where your documents, I’m making the tax return, and they go spend four to eight hours per return and they’re doing 500 of them between now and April 15th. That’s a hard thing to find. You can find skill in it. But gosh, it would seem like that would preclude…
Well, so this is so fantastic. I’m so happy you raised that question because I was just telling a story last week. One of our very, very, very first clients, so this is going back a long time. We were holding a public workshop and so she attended and it was just after tax season. And so what the situation is you’re describing is exactly what she had just lived through. And if you think back to our formula of meaning and progress, what she told me has always stuck with me and she was drawn to the profession because she really does love to work with numbers. She gets very a sense of satisfaction when she’s able to balance her books. And there’s a lot in that for her is personally meaningful. But tax season is not something that a lot of people look forward to. So the store staples has this little button that if you hit it says, “That was easy.”
And so she purchased one because she wanted to get a better sense of progress cause it just felt like a slog. These 500 files that had to be sent in according to certain deadlines and the slog was dragging her down. So she put this easy button by her computer and every time she sent a file off, she hit the button, “That was easy”, and it celebrated every piece of work she successfully completed even though she had to immediately then go to the next one. That moment of celebration and uplifted furnace just kept her going and helped her enjoy her job significantly during a traditionally very stressful time. So it was her way of managing celebration and progress as she was slugging through tax season, which is a perfect example of how you maintain passion and tough times.
That makes a lot of sense. My wife and I are very different people, but we started this company together a little over 10 years ago now and it works very well. Well, I came from a background of sales. I like to go out and meet people and talk with people and I like complex problems. And if you asked me to do the same thing the same way, more than like three times, I’m ready to just, “eh, let’s sell the business and move on.” I can’t handle it. I just like things different every time. I haven’t re-watched a movie since I was like 13. I already know the ending.
However, she loves the feeling of crossing a thing off the list. So we learned early on, that one of the ways to make this goes to that progress idea. You’ve put such good words to this. She always scopes her work, very well. She always goes, “Look, here’s what I have. Here’s the things I need to accomplish.” And at first I thought it was a matter of keeping organized, it is to a degree, but bigger than that, I think it’s the feeling that she gets by laying the project out or the 20 projects out and then being able to mark those milestones along the way. It’s like a video game. She’s like, “Yes, just one more. I’m going to get one more done. I’ve got to close that one out.” And you’re exactly right. That’s a passion. That can be applied to any sort of work. The ability to make progress. Very interesting. A very good way of thinking about it.
Yeah, it’s really important because I think in not just the literature there, just for those of us who have been in the workforce for a number of years or even decades, “meaning” has gotten a lot of attention. Where do you find the meaning in your work? And I think rightly so, by the way. However, the piece that we were able to uncover through our research was the importance of progress, that sense of progress that’s as important. And it’s just not very prominent in literature or in practice. So one of the things we do with our clients, and you can do this on a personal level at a team level or across the organization, is yes, let’s review the kind of things that help people feel a sense of meaning in this organization.
You know, your vision statement, mission statement, values.Of course they have to be authentic. They have to be lived and demonstrated of course. But we’ve spent a lot of time thinking about how to make work more meaningful for people. But what we haven’t done, apart from maybe key performance indicators, is to really look at what gives people a sense of progress. And your spouse is a great example. Our organizations cater a little bit more to people who are good at setting milestones and are good at measurement in kind of an objective way that our organizations are more geared toward that. But what about someone like you who maybe not so much… your traditional…
That’s all I can ask. Maybe you have a better answer for myself.
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