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Heather Rogers, Simply Organized

April 9, 2020 by John Ray

Simply Organized
North Fulton Business Radio
Heather Rogers, Simply Organized
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Simply Organized
Heather Rogers, Simply Organized

Heather Rogers, Simply Organized (North Fulton Business Radio, Episode 213)

Simply Organized Owner Heather Rogers tackles a problem most of us seem to have:  owning too much “stuff” and trying to keep it all organized. Heather discusses how she and her team help give people the peace of organization, and can do so even virtually in this era of social distance. She also discusses her company’s packing and unpacking services.  The host of “North Fulton Business Radio” is John Ray and the show is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Heather Rogers, Owner of Simply Organized

Simply Organized
Heather Rogers, Simply Organized

Simply Organized was founded to help people simplify their lives. Their typical client usually feels overwhelmed in their home or office, or wants more time in their day and less stress in their lives.

They specialize in helping people who work from home, anyone who is getting their home ready to sell, needs packing or unpacking help and in time and routine management coaching. We serve the Atlanta metro area, including Cherokee, Cobb, Dawson, North DeKalb, Forsyth, North Fulton, Gwinnett and Hall.

The Simply Organized team has the training and skills to help you organize everything from your hectic schedule, family, home and office in all metro Atlanta areas. We only hire experienced professional organizers so you can be certain anyone from Simply Organized knows how to de-clutter, sort, pack, unpack, pre-stage and help with spatial planning.

Heather Rogers is a professional organizer, owner of Simply Organized and author of A Simplified Life:  How to Achieve Order and Calm So You Can Reclaim Time, Energy, & Control. A Georgia native, Heather has worked in the insurance and financial services industries, as well as in customer service and sales. She has a passion for helping people and a keen sense of spatial planning and organizing. Ironically, she earned a bachelor’s degree in risk management from the University of Georgia. (Isn’t being disorganized one of the greatest risks in life?) She is the President of the Georgia chapter of the National Association of Productivity and Organizing Professionals (NAPO) and frequently speaks to groups about the benefits of time management and the costs of disorganization.

Visit Simply Organized on their website or Facebook, or call Heather directly at 404-825-2105.

Questions and Topics in this Interview:

  • organizing homes and business
  • certified professional organizer
  • National Association of Professional Organizers, or NAPO
  • Heather’s service as President of the Georgia Chapter of NAPO
  • packing and unpacking services

North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Tagged With: Georgia Chapter of NAPO, Heather Rogers, napo, National Association of Professional Organizers, North Fulton Business Radio, packing, packing services, professional organizer, Simply Organized, unpacking

Decision Vision Episode 59, “How Do I Work at Home Effectively?” – An Interview with Shane Metcalf, 15Five

April 9, 2020 by John Ray

Decision Vision
Decision Vision
Decision Vision Episode 59, "How Do I Work at Home Effectively?" – An Interview with Shane Metcalf, 15Five
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Shane Metcalf, 15Five, and Mike Blake, Host of “Decision Vision”

Decision Vision Episode 59, “How Do I Work at Home Effectively?” – An Interview with Shane Metcalf, 15Five

Because of “shelter in place” directives, millions of employees are now working at home for the first time and asking themselves, “how do I work at home effectively?” In this edition of “Decision Vision,” host Mike Blake explores various aspects of this question with Shane Metcalf, 15Five. “Decision Vision” is presented by Brady Ware & Company.

Shane Metcalf, Co-Founder and Chief Culture Officer of 15Five

how do I work at home effectively?
Shane Metcalf, 15Five

Shane Metcalf is the Co-Founder and Chief Culture Officer of 15Five. 15Five is a leading provider of people management software that not only guides employee growth and development but empowers people to become their best selves. Through strategic weekly check-ins, 15Five delivers everything a manager needs to maintain visibility and impact employee performance, including continuous feedback, objectives (OKR) tracking, recognition, 1-on-1s, and 360° reviews. 15Five is a top-rated performance management software on G2 and has won top culture and workplace awards, including ranking #3 Best Workplace in the nation on Glassdoor. Over 2,200 forward-thinking companies use the solution to bring out the best in their people. To learn more, please visit: https://www.15five.com/.

Michael Blake, Brady Ware & Company

Mike Blake, Host of “Decision Vision”

Michael Blake is Host of the “Decision Vision” podcast series and a Director of Brady Ware & Company. Mike specializes in the valuation of intellectual property-driven firms, such as software firms, aerospace firms and professional services firms, most frequently in the capacity as a transaction advisor, helping clients obtain great outcomes from complex transaction opportunities. He is also a specialist in the appraisal of intellectual properties as stand-alone assets, such as software, trade secrets, and patents.

Mike has been a full-time business appraiser for 13 years with public accounting firms, boutique business appraisal firms, and an owner of his own firm. Prior to that, he spent 8 years in venture capital and investment banking, including transactions in the U.S., Israel, Russia, Ukraine, and Belarus.

Brady Ware & Company

Brady Ware & Company is a regional full-service accounting and advisory firm which helps businesses and entrepreneurs make visions a reality. Brady Ware services clients nationally from its offices in Alpharetta, GA; Columbus and Dayton, OH; and Richmond, IN. The firm is growth minded, committed to the regions in which they operate, and most importantly, they make significant investments in their people and service offerings to meet the changing financial needs of those they are privileged to serve. The firm is dedicated to providing results that make a difference for its clients.

Decision Vision Podcast Series

“Decision Vision” is a podcast covering topics and issues facing small business owners and connecting them with solutions from leading experts. This series is presented by Brady Ware & Company. If you are a decision maker for a small business, we’d love to hear from you. Contact us at decisionvision@bradyware.com and make sure to listen to every Thursday to the “Decision Vision” podcast. Past episodes of “Decision Vision” can be found here. “Decision Vision” is produced and broadcast by the North Fulton studio of Business RadioX®.

Visit Brady Ware & Company on social media:

LinkedIn:  https://www.linkedin.com/company/brady-ware/

Facebook: https://www.facebook.com/bradywareCPAs/

Twitter: https://twitter.com/BradyWare

Instagram: https://www.instagram.com/bradywarecompany/

Show Transcript

Intro: [00:00:02] Welcome to Decision Vision, a podcast series focusing on critical business decisions, brought to you by Brady Ware & Company. Brady Ware is a regional, full-service accounting and advisory firm that helps businesses and entrepreneurs make visions a reality.

Michael Blake: [00:00:22] Welcome to Decision Vision, a podcast giving you, the listener, clear vision to make great decisions. In each episode, we discuss the process of decision making on a different topic from the business owners or executives’ perspective. We aren’t necessarily telling you what to do, but we can put you in a position to make an informed decision on your own and understand when you might need help along the way.

Michael Blake: [00:00:40] My name is Mike Blake, and I’m your host for today’s program. I’m a Director at Brady Ware & Company, a full-service accounting firm based in Dayton, Ohio, with offices in Dayton; Columbus, Ohio; Richmond, Indiana; and Alpharetta, Georgia. Brady Ware is sponsoring this podcast, which is being recorded in Atlanta per social distancing protocols. If you like this podcast, please subscribe to your favorite podcast aggregator, and please consider leaving a review of the podcast as well.

Michael Blake: [00:01:05] This is the third of a sub series of topics regarding how to address the coronavirus process. And specifically, today, we’re going to talk about, really, sort of the front line end user, if you will, of remote work. And that is the employee themselves. We’ve had a show on managing cybersecurity risk by moving outside of the enterprise firewalls and into the home. And we’ve had a discussion on how to lead and manage teams remotely, but I think it’s important that we don’t forget about the fact that the vast majority of people who are impacted by working from home are the people who are actually doing the work themselves.

Michael Blake: [00:01:48] And as it happens, I happen to be somebody that’s been working from home more or less the last 10 years. So, from my perspective, I’m not necessarily noticing that much of a difference, but I know that from talking to other people and reading other people’s experiences, it’s actually been quite jarring. And I hope that this podcast will help serve as a field guide to help people make that transition more easily.

Michael Blake: [00:02:15] So, in spite of the fact that I’ve been working at home for a good amount of time, I certainly do not consider myself an expert on the topic. And as we always do in this podcast, we bring in an expert of our own. And joining us today is Shane Metcalf, who is the CEO and Co-founder of 15Five, which is a leading provider of people management software that not only guides employee growth and development, but empowers people to become their best selves. Through strategic weekly check-ins 15Five delivers everything a manager needs to maintain visibility and impact employee performance, including continuous feedback, objectives tracking recognition, one-on-ones, and 360 degree reviews. 15Five is a top-rated performance management software on G2, and has won top culture and workplace awards, including ranking number three Best Workplace in the Nation on Glassdoor. Over 2200 forward thinking companies use the solution to bring out the best in their people. To learn more, please visit www.15five.com. Shane, thanks so much for coming on the program.

Shane Metcalf: [00:03:19] Michael, thanks for having me. What an unprecedented moment we’re in. And I think that it presents a lot of real challenges. And I think it also presents real opportunities. And, fundamentally, I think that we, as a business community, we kind of need to take a note at Darwin’s book. We need to adapt. I think this is really happening. We don’t know how long this is going to be the case, but I do know that the world won’t be the same. Even if some of the social distancing protocols get lifted, and we’re able to return to offices. I really don’t think that we’re going to be seeing the world that we saw before.

Michael Blake: [00:04:00] So, before we get started, if you can comment because you’re in San Francisco, at least, the San Francisco area, and we’re in Atlanta. California is effectively on what we would consider a lockdown, is that correct?

Shane Metcalf: [00:04:13] Yeah, that is correct. Yeah, only essential businesses are open, and everyone is highly discouraged from leaving the house. So, yeah. I think we were in the first state in the nation to go towards this. And hopefully, it’s working. It does seem to be flattening of the curve.

Michael Blake: [00:04:28] So, from a personal perspective, what’s that like for you, sort of, day-to-day? Most of our listeners I don’t think are in California or, thank God, not in a lockdown state; although, we do have quite a few in Ohio because of our offices there. On a personal level, before we get into the interview, how are you dealing with that?

Shane Metcalf: [00:04:45] Yeah. Well, I have a somewhat unique circumstance. I, typically, would work in the office four to five days a week. And little contacts. So, 15Five, we’re a couple hundred people. And we’ve actually been a semi-distributed team from the beginning. We have about 50% of our people working out of offices in North Carolina, and New York City, and the Bay Area. And the other half are throughout different states and different countries in Europe. And so, in some ways, this has actually been a somewhat seamless transition for us because we already had the infrastructure and the mindset for working remotely. And I think that’s something that I’m going to get into because so much of working remotely, and being effective, and being a successful experience comes down to mindset shifts from both the employer and the employees. And for me, I was actually already at home for the last couple of months because I just had my first kid, and I’ve been on this blissful paternity leave. And I lead the company, and everything’s great, and I disappear, and the whole world falls apart. I’m like, “Man, I really should have stayed, I guess.”

Michael Blake: [00:05:51] Right. I leave for two months, and what happens.

Shane Metcalf: [00:05:54] Yeah, come on. But so, it’s an interesting one for me because there’s, of course, challenges and opportunities inherent to it for me because on the one hand, it’s really great because as I’m getting back to work, I get to stay home and spend more time with my daughter. I don’t have to waste the time of commute. I get to be there and help in between meetings. And on the other hand, that’s okay, not only am I not working from home, I’m also working from home with a kid and a screaming baby and all of the challenges that that presents. And so, it is a really fascinating balancing act. And I think that fundamentally, we need to have compassion and flexibility for all of each other right now.

Shane Metcalf: [00:06:39] And I’m speaking. A lot of my perspective is coming out as a founder, as an executive at a company that is leading and managing the team, but I’m also the employee. And really, I am more certain than ever that this is the opportunity we’ve been waiting for to bring those empathy muscles, those compassion muscles, that humanity that we have been talking about as an essential component to building great companies and to building great culture, this is the moment where the rubber meets the road because you look at Maslow’s hierarchy, everyone isn’t just focused on work right now. As much as we’d like to think that, “Okay, , great. Well, all my employees are now at home working,” and they just flipped off the humans switch and flipped on the employee switch. Now, people are are very concerned. They don’t know if they’re going to get laid off. They don’t know if the economy is going to recover. They don’t know if they have enough food. They are inundated with a lot of uncertainty right now. And so, we, as employers, can actually say, “Hey, we get it. We’re human too. And we recognize your humanity. And we’re in this together. And there’s space for all of it. And we can still be a high-performing team.”

Michael Blake: [00:08:00] Because there’s nothing quite like having to try to be productive when you’re literally in the middle of what might be a horror movie.

Shane Metcalf: [00:08:05] Yeah, you’re right. That doesn’t work. We need to actually — and that’s where I think companies can actually play a role is if you look at the triune brain, this idea that we have kind of three different brains. We have our reptilian brain, our mammalian brain, and our cortex, our human brain. And survival is happening in the amygdala, in the reptilian brain. And we need to recognize that, create a little space for people to have their feelings and to be seen in the process of this because when that happens, okay, cool. I don’t have to cover my ass and pretend that I’m not freaked out right now or pretend that I’m not like trying to jump, ditch out between meetings to run to Costco because I don’t have any toilet paper, And shit, there’s no more toilet paper at Costco. And oh, my God, what are we going to do? We need to have allowance for the entire human experience.

Shane Metcalf: [00:09:10] And there’s certain ways that I think we can actually structure that. But fundamentally, I believe that it starts with a shift in mindset where instead of making people earn trust, we grant people trust. We say, “We know what we need to accomplish as a company. I’m going to grant you the trust that you’re going to accomplish that. And I’m not going to be there looking over your shoulder. I’m not going to be checking your logs to see what you’re searching for on your computer, because that’s a big problem with people of the fear of allowing people to work remotely is, what if they don’t work? What if they just slack off? And that can be a corrosive to a remote culture.

Michael Blake: [00:09:58] Well, true; although, I would argue. I would argue that that attitude is corrosive, whether you have a remote working paradigm or architecture or not.

Shane Metcalf: [00:10:09] Absolutely, absolutely.

Michael Blake: [00:10:09] So, it’s just to amplified.

Shane Metcalf: [00:10:12] And that’s a cool thing is that, actually, this entire coronavirus thing is, it’s an opportunity for every single company in the world to upgrade their culture, to upgrade their value system, to upgrade the operating system with how they think about the people in their company, because you know what, this whole paradigm of human resources, just the words, my humans are our resources, they’re lumps of coal I’m going to throw in the furnace and get a little steam at it. And actually, we’re human beings. We’re fully fledged human beings with thoughts, feelings, emotions, fears, dreams, hopes, desires. And if we can start to actually recognize the humanity of our people in the workplace, pretty incredible things start to happen.

Michael Blake: [00:11:03] So, at the start of this conversation, you talked about the mindset. So, I’d like to start with that in terms of the formal kind of content here. And although it’s hard, I think it’s instructive. Put coronavirus aside for a second, because coronavirus or not, regardless of the circumstances, one day, you’re in the office; the next day, you can’t go in even if you want to. And you can’t go to Starbucks, you’re at home.

Shane Metcalf: [00:11:35] Well, lucky you if you can-

Michael Blake: [00:11:35] What mindset-

Shane Metcalf: [00:11:36] … go to Starbucks. Although, you can’t work at Starbucks.

Michael Blake: [00:11:39] Right. There, you can’t work there. Yes, you can get a coffee, right? But you can’t open up your laptop. I guess she could sit outside, but that would be weird. But talk about the mindset. As an employee, what is the mindset shift that you have to be prepared to embrace and pursue as you move from cubicle to home desk, or kitchen table, or couch, or wherever it is that you’re going to be working from?

Shane Metcalf: [00:12:05] Well, start by making a list of all the pros of working from home. Just get present to the reality of what the opportunity actually is. I don’t have to commute. I don’t have to deal with the crowded train. I don’t have to, you know, waste all that time. I get to not be less distracted. I have a higher chance of being able to enter deep, deep work flow states. I mean, open offices, it’s proven. It’s like they’re very economical, and they’re great for the social connections, but they are disastrous for deep work.

Michael Blake: [00:12:40] Right, they’re brutal.

Shane Metcalf: [00:12:41] Constant people flooding your space. And so, all of a sudden, “Ha! No one’s around. I can actually get some real work done.” And so, you have to make that list yourself. You have to personalize it. You have to look at, okay, look, this is a crazy situation, but what is good about this, and focus on the good. And then, the second thing is optimize your environment. Now, this is challenging. I mean, we have employees who — I have a — one of my guys is in New York City and in an apartment with three kids. A one-bedroom apartment with three kids or something. And there’s not really space for him to work at home. And so, those are challenging situations. And I have a lot of compassion and empathy for the people who don’t have home environments that are easily pivoted to being dedicated workspaces.

Shane Metcalf: [00:13:38] In those situations, I think that’s when you really want to start off utilizing technology – noise-canceling headphones. There’s a cool app that I’ve been playing around with, Krisp.AI. And it’s a noise canceling software. It’s not hardware, it’s a software that cancels all the noise coming from your background. Things like that are where you want to start optimizing the tools you’re using and the environment. For people who can create more of a home office space, optimize that. Create it. Put a little attention on it, clean it up, make it feel good. Our environment, that’s why we spend billions of dollars on designing cool office spaces is because our built environment affects our psychology. And so, don’t just neglect your home office.

Michael Blake: [00:14:35] There’s a variance in kind of cultural point, cultural in terms of American culture point that comes to mind just through this conversation. When I think Silicon Valley and I think California, I think of a mindset generally that looks at all disruption as an opportunity, right? And I don’t think everybody is necessarily hardwired for that. But I think it’s really interesting, the first words out of your mouth are not that this is going to be lousy but, rather, what is the opportunity this disruption provides? I think that’s really interesting.

Shane Metcalf: [00:15:11] Well, yeah. And I think that that’s part of what helps call the amygdala because we were in a fight or flight or freeze state, what we can start to do to shift, that is actually start focusing on what we’re grateful for. What is the positive element of that? And then, actually, start to change our brain chemistry. Now, know this from neuroscience, like, if you’re in a heightened state of survival, just saying, “I’m afraid, but I’m also grateful that I’m still alive,” or “I’m afraid that I might lose my job, but I also don’t know if that’s going to happen, and I’m grateful that I have a job right now,” it actually starts to change our neurology and opens up more creative thinking opportunities. And so, yeah. Look, this is an opportunity. I mean, there is an enormous hardship that we’re gonna be going through.

Shane Metcalf: [00:16:10] And what’s remarkable, it’s not just an American crisis. It’s not just an Italian crisis. It’s not just a Chinese crisis. It is a human crisis. I’ve never been alive in a time where all of humanity was experiencing the same collective crisis and that we actually took it seriously.

Michael Blake: [00:16:31] Yeah, nor have I. And I think you’d have to go back to the Cuban Missile Crisis. And that’s before, even a little before my time. But, yeah, I think you’re right about that.

Shane Metcalf: [00:16:39] And not just the potential of a crisis.

Michael Blake: [00:16:39] What-

Shane Metcalf: [00:16:44] And I mean, I do believe there is going to be enormous surge of companies that get created to fulfill the demands of this moment. And I mean, people are having to pivot their business models. And wait, this is more, I guess, from the entrepreneurial perspective, but there are enormous problems. And anytime there’s a problem, there are opportunities to build companies and products that service that problem.

Michael Blake: [00:17:13] What do you think is the most common misperception about working from home for somebody that hasn’t done it, really hasn’t experienced it? What do people perceive about working from home versus the reality?

Shane Metcalf: [00:17:27] Well, I think that people, when you’re confronted with that prospect of working from home that there’s gonna be no emotional connection to the other people in the company, that there’s not going to be any kind of the watercooler talk, just the random social interactions that really contribute to a sense of well-being at work. And now, that’s not necessarily the default, but what you can do is it’s not rocket science to start doing some social engineering to create opportunities for that kind of social interaction. Every Friday at our company, we do this thing called Question Friday. It’s never been more valuable. And what we do is we take a half an hour, everybody gets on a Zoom call, there’s a question master for the month, and they ask a kind of a random non-business related question, an ice breaker question. And then, we break out into Zoom rooms of 10 to 20 people each, and everybody goes around and answers.

Shane Metcalf: [00:18:28] And what’s so cool as you get this deep perspective. You learn about your colleagues at pretty deep levels. And all of a sudden, you’re actually having this human connection. And I would say that practice alone is one of the reasons why we’ve been ranked number three best place to work in the country by Glassdoor, that we do things to encourage the non-business-related human connection. And that’s more important than ever. We began all of our all-hands meetings with five minutes of every Monday, we do a five-minute gratitude meditation. Now, it’s not just immediately, “Okay, here’s the business numbers, people. Here’s how we’re tracking on our objectives.” That’s important too but, also, just a little little micro doses of connection that remind us that we’re actually all just human beings doing the best that we can.

Michael Blake: [00:19:28] So, you’re put in this position now as a remote worker. What of the most important habits that you need to focus on developing right away in order to make this a success?

Shane Metcalf: [00:19:40] Yeah. Well, look, don’t just throw your whole routine out the window now that you’re not coming into the office. Create a sense of, “Okay, great. Well, what’s my mornings look like? What does my morning practice look like? How do I get prepared for the day?” Don’t necessarily just wear sweat shirt, sweat pants, and t-shirts. Our clothing actually affects our psychology. So, put on a button up shirt, get dressed up, see how that actually changes your psychology around this. You want to ensure that there is an abundance of communication.

Shane Metcalf: [00:20:18] In the absence of information, people often go negative. When we aren’t hearing from each other, when we don’t know what we’re working on, without systems of accountability built in, it’s easy to just be like, “Oh, I don’t know if anyone is actually working.” And so, you want to create systems and processes that encourage an abundance of of good communication. And so, that’s where asynchronous check-ins come in, asking the questions like, “How are you feeling? What’s going well? Where are you stuck? What do you need help with?” is insanely valuable because it allows people to share their real experience and the truth of what’s actually happening for them – the wins and the challenges. And then, that allows for you to have really productive one-on-ones.

Shane Metcalf: [00:21:12] And I mean, also, I mean, there’s a lot of fundamentals. And what I would actually encourage our readers to do,w e just released an article that is everything we know about remote working, everything that we’ve learned in eight years of doing this and building an award-winning culture, and we’ve put that all into a pretty meaty medium article, and we can link to it in the show notes, but it has all of our best advice.

Michael Blake: [00:21:40] So-

Shane Metcalf: [00:21:42] Yeah. And other habits, I think that you want to engage in an appropriate amount of kind of — we use Slack and Zoom for everything. Like our three essentials are Zoom, Slack, and 15Five because that allows for video connection, which is really important, video over everything. Don’t minimize the phone calls. Turn on video for your calls. It’s really important to still see each other, to see that, yeah, I’m not just a disembodied voice. I’m actually the human. And the micro expressions that happen with the whole body. I mean, we know that something like 70% of communication actually happens nonverbally. And so, when we go virtual, we miss a lot of that. And video is the closest we can get to it until we have holograms or something.

Michael Blake: [00:22:37] Yeah, that’s a good point. Now, of course, one subtle but important difference in our current environment is that many remote workers didn’t necessarily work from home, right? And working from home is a subset of working remotely, but that presents its own kind of unique challenges, doesn’t it?

Shane Metcalf: [00:23:00] Yeah. Look, the home can be an non-predictable, and chaotic, and demanding place. I used to prefer not to work from home because when I work from home, it’d be like, “Oh, you know what, I got to take the trash out.” And my wife would be like, “Yeah, you’ve got to take the trash out, buddy.” I go, “I got to go do a little maintenance on that thing.” And there are a lot. There can be more distractions at home. And so, it, fundamentally, becomes also a process and a practice of self-discipline.

Shane Metcalf: [00:23:32] And so, if you can start to get clear, “Well, what does my ideal day of working from home look like?” and maybe that is that involves creating some — I don’t know if you can hear it, but my baby’s crying right now. And my kids are with my wife, and I can hear it, and I’m like, “Oh, man. Okay. I’m doing this podcast. And maybe the crying baby’s gonna get picked up by mic. And now, that’s on the recording of the podcast.” And you know what? I just have to be okay with that. Like we have to have a little more allowance for some of the unpredictable elements that get introduced to our business meetings. And being okay with a little bit more integration between the personal and the professional.

Shane Metcalf: [00:24:22] So, get clear on what you actually need to be productive at home. And part of this comes down to setting boundaries of saying, “Look, honey, I know that I’m home, but I’m not going to be able to help with the kids between these hours. Like, I need to go lock myself in the room and get into deep focus.” And so, personal discipline and boundary setting is more important than ever if we’re gonna be successful at working from home.

Michael Blake: [00:24:52] I think that boundary setting, I think that’s a really good point, that it’s worth pausing and spending some time on because it likely is also not going to be something that simply happens organically. If you just assume, “I’m gonna be okay, and the other person’s gonna be okay picking up whatever it is I’m not picking up. There’s no communication. That’s a recipe for disaster.

Shane Metcalf: [00:25:12] That’s expectations, which guarantee will lead to disappointment?

Michael Blake: [00:25:17] And I’m not putting myself in the position of a marriage counselor. I don’t want to put you in that position unless you want to. But it does sound to me like that needs to be a very intentional discussion in order for an arrangement to be tenable.

Shane Metcalf: [00:25:32] Yeah. Well, look, like at the office, we have, hopefully, a series of explicit agreements around how we’re gonna behave. If you’re going to go take a conference room, there’s usually a social agreement that you need to sign up for that conference room. Otherwise, there’s no guarantee you’re gonna get actually get it. There’s a social contract that you’ll clean your dishes after you use them in the office, things like that. There’s a multitude of agreements that we have in our working environments.

Shane Metcalf: [00:26:02] It’s no different at home. We need to take things out of implicit expectations and into explicit agreements with the other people that we live with or even with ourselves. Like I’m going to make an agreement that I’m not going to sleep in, and I’m actually going to get up, and I’m going to shave, and I’m going to get dressed, and I’m going to make my coffee, and I’m going to be sitting down at whatever hour, and start my day on a positive note.

Michael Blake: [00:26:35] So, one challenge, you sort of touched on this, but I want to hit it explicitly is, unless you happen to be like you or me, where we’ve had kind of this lifestyle for a while, your home isn’t set up to be an office, right? Like you said, homes are chaotic. And I think to my mind, my own personal experience, I never realized how chaotic home is until I actually worked here.

Shane Metcalf: [00:26:59] Yes.

Michael Blake: [00:27:01] You get a different perspective than if you’re just sort of home kind of part time, you sort of see how the sauces, and see all the answer [indiscernible], whatever analogy you want to have. So, I think many people then walk back into a chaotic environment. Are there any other tips you can think of that can help an employee kind of gain control over that chaos? You’ll never stamp all of it out but, at least, manage the chaos, so that you can get things done, meet your obligations professionally, and not lose your sanity.

Shane Metcalf: [00:27:38] Yeah. Well, look, I think that it starts with, well, what’s your vision for your home? I mean, this is a great opportunity for people to upgrade their home environments. If there’s a lot of chaos, well, what is controllable? Is it that you need to repurpose a room that’s, right now, used for something else and you say, “You know what, this is now my home office, and I’m going to paint the walls, and I’m going to go ask my employer if I can go steal a desk from the office and bring it home.”

Shane Metcalf: [00:28:09] And so, what you really want. Like, actually, open up in Word Doc, and write out a vision for what you want your home to look like, and what your experience of working at home can be. And then, come up with some strategies. Like vision and strategy. It’s no different than writing the business plan. Like, what’s the vision? What do we really want to create here? I want to have uninterrupted flow states at home. I want to feel good about the space that I’m in. I want a beautiful environment. I want to get the right technology. And then, my strategy is, “Okay, great. I’m going to go, I’m going to procure a desk. I’m going to borrow one from the office, or go get one myself, or order one. I’m going to set it up.” I mean, this this room I’m in, this is the first time I’ve set up. This is my home office. And I’m actually pretty stoked. I’m like, “Oh, wow, I’m digging this.”

Shane Metcalf: [00:29:08] And so, come up with this strategy. But again, work. Human beings are so incredibly resourceful and creative. And so, apply that, get to liberate because one of my big messages around culture is the culture happens regardless of whether you’re deliberate about it or not. And if you’re not deliberate about it, then it’s going to it’s going to reflect some of your worst unconscious habits and conditioning. If you’re deliberate about your culture, you have an opportunity to create something to reflect your highest values, your best self. And so, it’s the same thing with creating your home culture.

Michael Blake: [00:29:48] A great resource that if you need kind of ideas, and I have to confess, over time, I’ve become sort of addicted to this is, is there are desk setup tours you can see on YouTube where influencers talk about their workspaces, and they have envious — somehow you can’t see a cable, and I don’t know how they do that. They must spend weeks hiding cables, right? But they have beautiful spaces that are a joy to behold. And if you can kind of replicate that, it does become an island of serenity. You can get ideas through Pinterest as well, where people kind of put up their desks setups. And you don’t have to spend $25,000 to do that, but I’ve found that it does kind of give me some ideas in terms of placement and energy and-

Shane Metcalf: [00:30:32] All of that.

Michael Blake: [00:30:32] And even colors and lighting.

Shane Metcalf: [00:30:34] We don’t need to just be like, “Well, I’m working from home, so I’m going to just plop on the couch all day.” Actually, let this be inspirational. Get some inspiration. I love that. I’m probably going to, right after this, go look up to desk stories on YouTube. And yeah, like make this fun. I know that it’s hard to even think about fun right now, but if you can insert little bits of creativity, little bit of proactive creation, it goes a long way to feeling confident, and seeing the possibility in this crisis.

Michael Blake: [00:31:16] And it’s a sense of control, right? I mean, why are people buying toilet paper? They’re grasping for control. It’s not because we go to the bathroom more often, right? It’s a desperate attempt to grab control. And I found that if you can take this opportunity, as you’ve put it, to make a workspace kind of a home with a work home within the home, I found that helpful for myself as well, even though I’ve been doing this for a while, but as an opportunity to revisit this and kind of make it my own kind of mission control, it does give me some sense that I’ve turned this into an opportunity. So, I’ve taken command, at least, a little piece of the environment that I can control.

Shane Metcalf: [00:31:59] Absolutely, absolutely.

Michael Blake: [00:32:02] So-

Shane Metcalf: [00:32:02] The other thing I think that I want to mention, as an remote worker, I think that, often, the fear is will they know that I’m actually working? Do they trust that I’m being productive? And again, I’ll just reiterate that the communication, having some systems of structure and accountability that can create some transparency around what you’re working on really goes a long way for knowing that that you’re seen for the work that you are doing, and that’s where goal tracking, and check-ins, and things like that are super valuable in this process because you don’t just leave it up to chance whether your boss thinks you’re productive. You can actually communicate and demonstrate on a regular cadence.

Michael Blake: [00:32:57] I think one of the things that we touched upon is a little bit, but I think it’s important, one of the things that I think a lot of remote workers are now adjusting to, and myself included, because this has not been that big a part of the tech world, at least, where I am is webcams and video calls. And video calls have been the thing of the future since the 1962 World’s Fair with AT&T, and we’ve resisted, we’ve resisted. And now, everybody is now having to do it to some extent, right? It’s just unavoidable. And I think people feel a little bit uncomfortable. I don’t love it ’cause I consider myself very photogenic. So, I have to I have to kind of work on that emotionally. But as important now as those video cues are, we talked about dressing the part. You don’t just kind of walk around without pants, even if you’re just going to have a neck up view because you never know if you have to get up. And that could be uncomfortable for everybody involved.

Shane Metcalf: [00:34:06] Right.

Michael Blake: [00:34:06] What are the things you have to do to adapt to a video cam culture?

Shane Metcalf: [00:34:10] Yeah. Well, listen. Look, again, opportunity. This is a good chance to get better on video. This is a chance for all to work on whatever issues, whatever thoughts and things come up when we’re like, “Oh, I don’t really want people to see my house.” You know what? Clean your house up then. It’s like-

Michael Blake: [00:34:29] Yeah, you’re right.

Shane Metcalf: [00:34:31] It’s like uplevel your home experience. Comb your hair. And another really good trick is don’t just look at the face of the person on the video. Look at the camera.

Michael Blake: [00:34:43] Yeah, that’s hard. I’m struggling to do that right now because I have an over-sized monitor. But you’re right, it’s hard to do.

Shane Metcalf: [00:34:49] Yeah, it’s really tempting to think that I’m looking at you because it feels like I’m looking at you and I’m looking in your eyes. You’re not actually. Just practice looking at the camera when you’re speaking. And that can go a long way. And so, it’s these tricks of like, how do I actually turn this into a practice where I can get better at video? For personal use, I love the app, Marco Polo for mobile, and it’s just asynchronous video messages. And I love it because it’s great to stay connected with friends, but, also, it’s really good practice for how do you get better showing up on video?

Michael Blake: [00:35:30] Huh.

Shane Metcalf: [00:35:31] We all need to get really good if work — look, we know that communication, and presentation skills, and storytelling is one of the most valuable skills in business. We’re now entering a domain where all those things are still true, but we need to do it with the added complexity and added weight of transmitting that energy through video and audio. And so, it’s all just practice. Like we’re going to come out of the other side of this all way better at talking on video.

Michael Blake: [00:36:07] Yeah. And there’s good reasons to do that too. And it’s not just because more direct communication is going to happen on that but, also, video is becoming so important on social media now. And what some people do, I know that they’ve walked into this as rank amateurs but, now, they look like multi-million dollar productions out of the home studio.

Shane Metcalf: [00:36:28] Yeah.

Michael Blake: [00:36:28] And a lot of that, I think, is because, simply, they’ve practiced. How do you become a great chef? Make a lot of lousy food.

Shane Metcalf: [00:36:34] Yeah, right. Like, one time, a coach, and I was working with her on video, they’re like, “Look, the first hundred videos you make are going to suck. No way around it. But you got to do it. You’ve just got to put in the time, and put into practice, and look at yourself, cultivate a growth mindset around it, and just go forward. We can only go forward as a community. There’s no reverse. We need to just go forward. The past was what it was. And maybe we need to grieve the world pre-coronavirus. But then, we need to move forward. We need to pull up our big boy, big girl pants, and just accept that this is the new normal for now. And we don’t know. We don’t know how long. It could be summer. It could be next year.

Michael Blake: [00:37:25] So, what do you consider as kind of the most important tech that you can have in your house to give yourself or in your home to give yourself the best work-from-work experience and opportunity?

Shane Metcalf: [00:37:41] Well, I think that a good pair of noise canceling headphones is essential. Because of the chaos of home and same with an office, being able to block the world out and move into a more focused state whether with music or not, with music, with noise canceling headphones is really good. Zoom is awesome. Zoom, Eric Yu from Zoom is probably doing pretty well. And I’m sure Zoom is doing some pretty good business right now. And I know there’s some other video chat apps out there. We love Zoom. We use it. We’ve been using it for everything for a long time. And we’re continuing to use it for everything.

Shane Metcalf: [00:38:25] Slack or some other kind of chat app is really useful. And make it fun. Just stick to the facts. And that’s one of the big dangers of remote work, is that, “Okay. Well, I’m working remotely, so I just need to only focus on work.” No, bring in some of your personality. Throw in gifs, thrown appreciations, throw in just some of your own thoughts and reflections into channels like the Watercooler. We have a lot variety of channels in Slack. We have a gratitude channel where people just go in and post what they’re grateful for that’s connected to the Monday gratitude meditations that we do. The pets of 15Five, we have. And nothing is better than going and looking at your colleagues’ dogs and cats and goats. We have some goats in the family, which is pretty cool.

Shane Metcalf: [00:39:17] Okay, Zoom, Slack. And then, it’s not just a pitch of our product, but we really do rely on our own’s platform for the more structured asynchronous communication. Getting an insight into what’s really going on with people and being able to ask questions. Like I can go in, and I can ask a question for all 200 people in my company of, what are your biggest concerns around coronavirus. In a week or in a couple of days, I get all of the answers. And as the Chief Culture Officer of the company, I get to go through, and I get to read those, and I get to respond to them, and I get to have unparalleled access to the heart parts of my people, and what’s really going on, and figuring out how to problem solve, and how to be of service, and how to contribute to people that are struggling right now.

Shane Metcalf: [00:40:11] And then, another really important piece in in this moment right now is let people know they’re appreciated. We have a tool called High Fives in our app where every week, you’re prompted to give people high fives for contributions they made to you and for things that they did. And building that culture of gratitude and appreciation is the antidote to a culture of fear and stress.

Michael Blake: [00:40:44] The other benefit to headphones too is psychological. When you wear them, people are less inclined to bother you.

Shane Metcalf: [00:40:53] Yes, absolutely. It works.

Michael Blake: [00:40:55] Even if you don’t even have them turned on, people, there’s a barrier. Some people are happy to cross a barrier, but it does sort of preclude a lot of would-be interruptions.

Shane Metcalf: [00:41:06] I wonder if that holds true for spouses. If the spouse just doesn’t see that barrier.

Michael Blake: [00:41:12] Well, not not as much. And that’s the one issue I have with noise canceling headphones at home because if she is trying to get a hold of me, and I’m not hearing her, and she has to come down two floors to come find me, the cure may be worse than the disease in that particular case.

Shane Metcalf: [00:41:28] Yeah. I’ve been having that same thought of like I’d love to put on my headphones right now. But then, I’m not going to be able to hear the baby cry while mom is trying to get some R&R. Then, I’m going to be in trouble. So, I’m going to just go with low volume air pods today.

Michael Blake: [00:41:42] Yeah, I think you have to live with that. That’s good. I know you’re a rookie father, but you’re obviously catching up quickly. So, good for you. Any other advice you could offer that we haven’t covered yet? I want to be respectful of your time. So, we only have another couple of questions ago.

Shane Metcalf: [00:41:58] Well, listen, I think that we do need to be looking at the opportunities here that, yes, this is a very serious crisis that humanity is facing, and there is opportunity to upgrade the operating system. We can build healthier cultures where we’re valued and respected as human beings, not just as resources. We can build cultures where we grant trust and freedom; where instead of saying you need to be in the office all the time, we’re saying, “Hey, actually, as long as you’re getting your work done, we’re going to loosen some of the chains around how and when you need to work. We’re going to start granting more autonomy.”

Shane Metcalf: [00:42:44] And if you look at the research on the difference between intrinsic and extrinsic motivation, one of the highest intrinsic motivators is autonomy. It’s feeling like I’m being given the autonomy to get the job done in the best way that I see fit. That doesn’t mean that we can’t get coaching, and support, and that accountability, but if we were never given autonomy, were leaving money on the table. And look, like, it’s not like there isn’t room for improvement in the global workforce. 70% disengagement. What if this is one of the things that we discover is, actually, we can start to flip that. So, it’s 70% engagement. That’s our vision of the world is that companies start to seek out building high performance by helping people become their best selves, by tapping into intrinsic motivation, by tapping into psychological safety. Yeah, I mean, that’s a whole other conversation that we need to be having right now is, how do we create high psychological safety amidst times of great uncertainty?

Michael Blake: [00:43:56] Shane, this has been great. It’s terrific to have an opportunity to have an expert of your profile here on this program. I’m sure people have a lot of questions we have not been able to cover. How can they contact you if they want some more advice? Maybe they just want to learn more about your 15Five platform.

Shane Metcalf: [00:44:16] Yeah. Well, listen, you can go to 15Five.com. That’s 15Five.com. You can also check out the resource, the medium article, where we lay out everything we know about remote working. It’s a 37-minute read. It’s not a snack, it is definitely a meal, but it really gives you a ton of our best practices for building high-performing remote teams. Follow me on LinkedIn too. I’m pretty active on LinkedIn. I’m posting videos and content there pretty regularly. That’s the best place to find me.

Michael Blake: [00:44:52] Well, that’s going to wrap it up for today’s-

Shane Metcalf: [00:44:54] One other thing. We are giving away 15Five to two teams of under 50 people until, I think, some time something like mid-June or something. We want to support people in this transition. And so, we are giving the product away for free for now.

Michael Blake: [00:45:12] Okay. Well, I might check that out. Our Atlanta office has exactly 39 people. So, we’ll qualify for that.

Shane Metcalf: [00:45:18] Excellent. Excellent. Yeah. Well, and I’d love to hear what you think because part of how we’re also thinking about this is, “Okay, cool. We know that our platform supports virtual teams really well. But how can we innovate? How can we listen to what is needed? And then, build products and services.” And that’s what I think everyone should really be thinking about. Don’t just operate on the same mindset that you were two months ago. Think about what has changed. How can I actually create value for this new world that we’re in?

Michael Blake: [00:45:56] So, that’s going to wrap it up for today’s program, I’d like to thank Shane Metcalf, who’s Chief Culture Officer – I said Chief Operating Officer before. That was a mistake – Chief Culture Officer and Co-founder of 15Five so much for joining us and sharing his expertise with us today. We’ll be exploring a new topic each week. So, please tune in, so that when you’re faced with your next executive decision, you have clear vision when making it. If you enjoy this podcast, please consider leaving a review at your favorite podcasts aggregator. It helps people find us, so that we can help them. Once again, this is Mike Blake. Our sponsor is Brady Ware & Company. And this has been the Decision Vision Podcast.

Tagged With: Brady Ware, Brady Ware & Company, Michael Blake, Mike Blake, Shane Metcalf, work at home, work at home effectively, workplace culture

Noah Valens and Shourya Seth, Pluto Delivery

April 8, 2020 by John Ray

Pluto Delivery
North Fulton Business Radio
Noah Valens and Shourya Seth, Pluto Delivery
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Pluto Delivery
Noah Valens and Shourya Seth, Pluto Delivery

“North Fulton Business Radio,” Episode 212:  Noah Valens and Shourya Seth, Pluto Delivery

Pluto Delivery is a food delivery startup founded by five Alpharetta High School students. As the company was ready to launch its core service, the coronavirus pandemic hit, and Pluto saw an opportunity to help with delivery of vital medical supplies to healthcare providers. Noah Valens and Shourya Seth join “North Fulton Business Radio” to tell their fascinating story. The host of “North Fulton Business Radio” is John Ray and the show is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Noah Valens and Shourya Seth, Pluto Delivery

Pluto Delivery
Noah Valens, Pluto Delivery

Noah Valens is the CEO of Pluto Delivery. He is a student at Alpharetta High School and President of the Future Business Leaders of America, Alpharetta High School Chapter.

Shourya Seth is the Chief Business Development Officer of Pluto. Shourya is also a student at Alpharetta High School, an FBLA officer, and a committee member for the National Science Honor Society.

Noah, Shourya, and their other three co-founders (also Alpharetta High School students) founded Pluto Delivery in January 2020. Pluto is a food delivery company which makes food delivery affordable. Their edge has been to work on perfecting multi-route delivery, the crux of last-mile delivery everywhere. Using their routing technology, Pulto has decreased the cost of direct to consumer delivery to one-third that of other nationally known food delivery companies such as Uber Eats or DoorDash.

Pluto Delivery
Shourya Seth, Pluto Delivery

While working on the launch of their core business, the coronavirus pandemic hit. Pluto’s founders saw an opportunity to contribute to the community, thanks to their growing driver network:  they started picking up donated medical supplies for delivery to hospitals and other healthcare providers. In only two weeks, they have delivered over 3,000 PPE’s (personal protective equipment) to hospitals across Atlanta. To do this, they activated a student donation network that has grown to include both organizations and manufacturers in Georgia who have donated to the cause.

Pluto now plans to roll out their core full food delivery launch to the public on April 20, where Alpharetta locals will be able to support local restaurants by having their food delivered directly to their front door for significantly less than other platforms.

In the meantime, they are still accepting donations of needed medical supplies from across Georgia, so if you have usable medical supplies (masks, gowns, disinfectant wipes and thermometers), please find pickup route information at pluto.delivery/donations.

For more information, go to their website or email them directly.

Questions and Topics in this Interview:

  • FBLA at Alpharetta High School
  • food delivery in North Fulton
  • COVID-19 response
  • delivery of PPEs and other medical supplies

North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Tagged With: Alpharetta, Alpharetta High School, coronavirus, COVID-19, Doordash, FBLA, food delivery, food delivery in North Fulton, food delivery services, Future Business Leaders of America, Noah Valens, pandemic, Pluto Delivery, PPE, Shourya Seth, Uber Eats

Zoom Meeting Security, with Jodi Daniels, Red Clover Advisors

April 7, 2020 by John Ray

Jodi Daniels Red Clover Advisors
North Fulton Business Radio
Zoom Meeting Security, with Jodi Daniels, Red Clover Advisors
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Zoom Meeting Security, with Jodi Daniels, Red Clover Advisors (“North Fulton Business Radio,” Episode 211)

Red Clover Advisors CEO Jodi Daniels joins “North Fulton Business Radio” to discuss Zoom meeting security. Current “shelter in place” directives have caused an explosion in Zoom usage, rising from 10 million daily users to 200 million in just three months. The combination of many first time users and the company’s struggles to scale so quickly have led to issues with security. “Zoombombing” is now a common term as business, school, and faith communities have been subjected to unauthorized access by hackers. Jodi addresses how to keep Zoom meetings private, preferred security settings, and much more. The host of “North Fulton Business Radio” is John Ray and the show is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Jodi Daniels, Red Clover Advisors

Red Clover Advisors
Jodi Daniels, Red Clover Advisors

Jodi Daniels is the Founder and CEO of Red Clover Advisors. She is a Certified Informational Privacy Professional (CIPP/US) with more than 20 years of experience helping a range of businesses from solopreneurs to multi-national companies in privacy, marketing, strategy, and finance roles. During her corporate career, she proved a valuable asset to companies like Deloitte, The Home Depot, Cox Enterprises, Bank of America where she most recently served as the privacy partner for Digital Banking and Digital Marketing. Ms. Daniels started her privacy career by creating the comprehensive privacy program at Cox Automotive. She launched an online advertising network for Autotrader and Kelley Blue Book.

Since launching in 2017, Red Clover Advisors has helped hundreds of companies create privacy programs, achieve GDPR, CCPA, and US privacy law compliance, and establish a secure online data strategy their customers can count on. Jodi makes privacy easy to understand by breaking it down into measurable steps using plain language her clients can relate to. She passionately supports the idea that privacy is more than just compliance and concern over fines. It’s a human right we all deserve. She has made it her mission to help businesses build trust and transparency with this core value at its foundation.

Jodi holds a Masters of Business Administration and a Bachelor of Business Administration with a concentration in Accounting from Emory University’s Goizueta Business School. She lives in Atlanta, GA with her husband, two little girls, and a big fluffy dog named Basil.

You can connect with Jodi on LinkedIn, or email her directly. You can also visit the Red Clover Advisors website to learn more.

As referenced during the show, Jodi also appeared on a recent episode of “Decision Vision”:  “How Do I Secure Data for Work at Home Employees?”. This show is highly recommended for its discussion of general work at home data security issues.

Questions and Topics in this Interview:

  • fractional privacy officer
  • video conferencing
  • online meetings
  • Zoom meeting security
  • Why the Zoom app over alternatives?
  • Do alternatives like Microsoft Teams and Google Hangouts have similar security problems?
  • avoiding unauthorized access
  • preferred security and privacy settings
  • the Zoom chat feature

North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Tagged With: fractional privacy officer, Google Hangouts, Microsoft Teams, online meetings, privacy settings, security settings, video conferencing

Jim Fuhs, Fuhsion Marketing

April 6, 2020 by John Ray

Jim Fuhs, Fuhsion Marketing
North Fulton Business Radio
Jim Fuhs, Fuhsion Marketing
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Jim Fuhs, Fuhsion Marketing
Jim Fuhs, Fuhsion Marketing

“North Fulton Business Radio,” Episode 210:  Jim Fuhs, Fuhsion Marketing

Fuhsion Marketing’s Jim Fuhs offers digital marketing recommendations for businesses, bringing an empathetic tone to marketing, how his use of live streaming helps his clients pivot during today’s business turmoil, and much more. The host of “North Fulton Business Radio” is John Ray. While we are under “shelter in place” directives, the show is produced virtually from North Fulton studio of Business RadioX® in Alpharetta.

Jim Fuhs, Fuhsion Marketing

Jim Fuhs, Fuhsion Marketing
Jim Fuhs

Jim Fuhs is President of Fuhsion Marketing of Marietta, GA.  Jim is a retired Marine Lt. Col, turned digital marketing consultant, speaker and live streamer with over 30 years of business and social media experience. His business serves several diverse clients including small business, nonprofits, higher education, and local non-governmental and governmental organizations. His business designs and maintains Facebook, Instagram, Twitter, and LinkedIn business pages, and provides related marketing services such as print, graphic design, and small business startup packages through collaboration partners. Fuhsion Marketing is also a Google My Business Agency.

Jim is co-host of the Tim and Jim Show that live streams weekly on Facebook, YouTube, and LinkedIn.  He is also launching a podcast called Launch Your Live to help people and businesses launch their own live stream shows.

Jim attributes the growth of his social media business to establishing relationships and referrals from his business network.   Jim has been an attendee and volunteer at Social Media Marketing World and continues to grow his knowledge and connections in the marketing space to help his clients be the best they can be.  Jim strives to help small businesses find their tribe in the social media jungle.

Jim fuses Marine Corps Leadership with Marketing.  His 20 plus years of highly successful leadership experience as a Marine Corps Officer lets him bring that to bear in the ever changing world of Marketing and Technology.

Marines learn to adapt and overcome, he brings this mindset to your business to help you achieve victories in the boardroom and in the marketplace.

He uses the Marine Corps 5 paragraph order process (SMEAC) to do this which consists of the following:

✅ Situation – What is your problem that we need to solve
✅ Mission – What are your goals, vision, and destination for your business
✅ Execution – What are the strategic and tactical plans we need to implement for success
✅ Administration & Logistics – What are the resources consisting of people, programs, and funding to support execution
✅ Command & Signal – Who are the key people that need to communicate and make decisions and take actions to move the plan forward

He earned a B.S. in Business from Old Dominion University with concentrations in Management and Finance and a Masters of Science in Acquisition and Program Management from the Naval Postgraduate School in Monterey, CA.

Jim has a passion for helping others and believes in the BNI motto of Givers Gain.  He is very active in the community and working to help veterans.  He is a member of American Legion Post 29 in Marietta, GA.  You can find out more about Jim at http://fuhsionmarketing.com/about.

Questions and Topics in this Interview:

  • Jim’s service in the Marine Corps
  • digital marketing
  • social media management
  • relationship building
  • empathy in marketing
  • live streaming

Fuhsion Marketing

 

North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

 

Tagged With: digital marketing, empathy, empathy in marketing, Fuhsion Marketing, live streaming, North Fulton Business Radio, relationship building, social media management

Nichols Cauley Roundtable on SBA Coronavirus Relief Programs for Businesses, with Keith Daniel, William Sammons, and Tim Veal

April 5, 2020 by John Ray

Nichols Cauley
North Fulton Business Radio
Nichols Cauley Roundtable on SBA Coronavirus Relief Programs for Businesses, with Keith Daniel, William Sammons, and Tim Veal
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Nichols Cauley

Nichols Cauley Roundtable on SBA Coronavirus Relief Programs for Businesses, with Keith Daniel, William Sammons, and Tim Veal (“North Fulton Business Radio,” Episode 209)

Nichols Cauley partners Keith Daniel, William Sammons, and Tim Veal join “North Fulton Business Radio” to discuss the EIDL (Economic Injury Disaster Loan Emergency Advance) and PPP (Paycheck Protection Program), two major components of the SBA’s Coronavirus Relief initiative for businesses.  The host of “North Fulton Business Radio” is John Ray and the show is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Keith Daniel, CPA

Nichols Cauley
Keith Daniel

Keith A. Daniel is a Shareholder in the Atlanta office of Nichols, Cauley, where he performs Audit, Tax and Management Consulting Services for closely held, middle market businesses.  While he has worked with businesses in many industries, Keith is primarily focused on companies with both domestic and international operations involved in manufacturing, distribution, construction,  and healthcare.

 

 

William Sammons, CPA, CIA

Nichols Cauley
William Sammons

William Sammons is Managing Partner of the Atlanta office of Nichols Cauley and a 30+ year veteran of the firm. William’s area of expertise cover assurance, tax planning and preparation, tax credit consulting, mergers and acquisitions, debt refinance, and business organization and re-organization. William is an experienced advisor to family-owned businesses, entrepreneurs, construction concerns, manufacturing and distribution companies, and financial institutions.

 

 

Tim Veal, CPA, CITP, CIA, CISA, CRMA, CGMA, CRCM

Nichols Cauley
Tim Veal

Tim Veal is a Shareholder in Nichols Cauley and a 30+ year veteran of the firm. His areas of expertise includes audit, internal controls and risk assessment, information technology, regulatory compliance, tax matters, and strategic planning. Tim has noted industry expertise in financial institutions, construction, and family-owned businesses.

 

 

Nichols Cauley & Associates

Devoted to the financial success of their clients, Nichols, Cauley and Associates offers a diverse range of financial services. The firm was honored to be named one of Atlanta’s fastest-growing accounting firms in 2018 by the Atlanta Business Chronicle.

Nichols, Cauley, & Associates is a public accounting firm with office locations in Calhoun, Canton, Dalton, Dublin, Kennesaw, Peachtree Corners, Rome and Warner Robins, Georgia and Wildwood, Florida. Although they operate out of several office locations, they work as a team, utilizing the professionals best qualified to perform services for our clients.

This team approach the firm uses in their client relationships is evident in all they do. By utilizing the team approach they become partners with our clients and develop long-term relationships that foster a “win-win”​ environment for all parties.

There is more to accounting than numbers and compliance. Accounting is the language of business. It is the communication between business people who may desire different goals and outcomes. By becoming a useful participant on a client’s team, Nichols Cauley is able to identify what clients desire for their life or their business. They then help develop a plan of action which helps clients communicate and achieve their goals, and measure their performance against those goals.

For more information, go to the Nichols Cauley website. For specific information on email directly.  or email them at a call 800-823-0117.

Questions and Topics in this Interview:

  • CARES Act
  • SBA Coronavirus Relief Programs for Businesses
  • EIDL -Economic Injury Disaster Loan Emergency Advance
  • PPP – Paycheck Protection Program
  • Small Business Administration (SBA)
  • SBA Loans
  • SBA loan processing
  • PPP loan forgiveness

North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Tagged With: CARES Act, Economic Injury Disaster Loan Emergency Advance, EIDL, keith daniel, Nichols Cauley, Nichols Cauley & Associates, Paycheck Protection Program, PPP, PPP loan forgiveness, SBA, SBA loan processing, sba loans, Small Business Administration, Tim Veal, William Sammons

Gloria Mattei, Nothing Bundt Cakes Alpharetta, Milton, Roswell

April 3, 2020 by John Ray

Nothing Bundt Cakes Alpharetta
North Fulton Business Radio
Gloria Mattei, Nothing Bundt Cakes Alpharetta, Milton, Roswell
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Gloria Mattei, Nothing Bundt Cakes Alpharetta

“North Fulton Business Radio,” Episode 208:  Gloria Mattei, Nothing Bundt Cakes Alpharetta, Milton, Roswell

Nothing Bundt Cakes Alpharetta, Milton, Roswell doesn’t just sell delicious cakes; they bring joy! Owner Gloria Mattei joined “North Fulton Business Radio” to discuss not only the joy of cake but her store’s curbside pickup and safe delivery options, surprise gifts of joy for neighbors and friends, and much more. The host of “North Fulton Business Radio” is John Ray and the show is produced virtually from North Fulton studio of Business RadioX® in Alpharetta.

Gloria Mattei, Nothing Bundt Cakes Alpharetta, Milton, Roswell

Nothing Bundt Cakes Alpharetta
Gloria Mattei, Nothing Bundt Cakes Alpharetta, Milton, Roswell

Gloria Mattei is the Owner of Nothing Bundt Cakes Alpharetta, Milton, Roswell. Nothing Bundt Cakes reintroduces an old family favorite – the Bundt cake – with a light, moist taste and fresh, clean look that appeals to all ages. Each 8” and 10” Bundt cake features custom concept cake decorations that are smart, contemporary and fun to enhance any occasion, large or small, in a wide range of cake flavors and sizes. Nothing Bundt Cakes celebrates the very heart of true hospitality where all are welcome and no one is a stranger. Each thoughtful detail of the experience, from the heartfelt welcome at the door to remembering the customer’s favorite flavor, has been naturally embraced at Nothing Bundt Cakes

Nothing Bundt Cakes is not in the cake business, they are in the “joy giving” business. Their mission is to come up with unique valuable solutions to every guest celebration need. They see opportunities for joy Giving everywhere!

To contact Gloria and her team at Nothing Bundt Cakes, go to their website, call (678) 366-1445, or email here.

Questions and Topics in this Interview:

  • The joy of cake
  • Curbside pickup and safe delivery
  • Birthdays, Easter, and other celebrations
  • Surprise gifts of joy for neighbors and friends
  • Gifts of appreciation to first responders
  • Corporate gifting

 

North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Tagged With: bundt cakes, corporate gifting, curbside pickup, gifts of joy, Gloria Mattei, Milton, Nothing Bundt Cakes, Nothing Bundt Cakes Alpharetta, Roswell, safe delivery

Jon Wittenberg, Minuteman Press of Sandy Springs

April 2, 2020 by John Ray

minuteman press of sandy springs
North Fulton Business Radio
Jon Wittenberg, Minuteman Press of Sandy Springs
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Jon Wittenberg, Minuteman Press of Sandy Springs

“North Fulton Business Radio,” Episode 207:  Jon Wittenberg, Minuteman Press of Sandy Springs

Jon Wittenburg, owner of Minuteman Press of Sandy Springs, joins “North Fulton Business Radio” to discuss the value of direct mail during these “shelter-in-place” times, how he’s managing the current economic crisis, and much more. The host of “North Fulton Business Radio” is John Ray and the show is produced virtually from North Fulton studio of Business RadioX® in Alpharetta.

Jon Wittenburg, Minuteman Press of Spring Springs

Jon Wittenberg is the Owner of Minuteman Press Sandy Springs. Minuteman Press of Sandy Springs is a full-service professional printing company located in vibrant Sandy Springs, GA.  “Full service” is exactly that, offering a full range of products and services for business marketing, from traditional printing like business cards, flyers and brochures, to yard signs, window vinyl and promotional products. While part of an internationally renowned franchise network, Minuteman Press Sandy Springs distinguishes itself from other printing companies by combining best in class products and services with a best in class customer experience.  It does things that most other printers don’t do, including asking probing questions to make sure customers get at least what they expect, if not more, and double checking proofs before going to production.  Little things can make all the difference when image matters!

To contact Jon and his team at Minuteman Press Sandy Springs, go to https://www.sandysprings.minutemanpress.com/ or call (678) 691-9100.

Questions and Topics in this Interview:

  • Direct mail
  • Jon’s message to clients on the current economic turmoil
  • small businesses helping each other

Jon’s Message to His Clients on the Current Economic Turmoil

(reproduced from his website)

I realize that I am breaking the rules by being long-winded, but these are not ordinary times and I beg your indulgence. I sincerely hope this message finds you healthy and safe. Minuteman Press Sandy Springs is still open because the printing industry has been deemed essential to other operations that have been deemed essential by the federal government, for example, the U.S. Postal Service. We are operating responsibly: washing hands frequently, respecting social distancing, cleaning common spaces more frequently, and so on. We are here to serve you as the need arises.

As I prepare to send this message as an email and a post on social media, I suspect that most of you are at home reading this. You are still getting mail from the post office, maybe even looking forward to it more than ever, just because it is something to read that is not on a computer screen or smart phone. It seems to me that I should send something like this out via the postal service but perhaps with a twist to add some entertainment value to it. Besides, a lot of emails, as you know first-hand, don’t get read – or don’t get read past the first few lines. Studies show that direct mail is different, that if the message is compelling it will get read, and if it strikes a chord, it will get kept. If we have a valid mailing address for you, you’ll “see” from us in a few days.

My father, God rest his soul, was a Podiatrist in Augusta, GA for over 60 years, practicing into his late 80’s. He believed in helping others, regardless of social standing or skin color, whether they had the means to pay, it didn’t matter. I had the good fortune to work for him as a lab technician as a teen. Though I wanted to follow in his footsteps, there was one slight problem: I didn’t have the “science genes” in me. So, I did the next best thing – Accounting. I promised him I would pass the CPA exam even though joining a CPA firm wasn’t an aspiration. I passed the exam because it was a promise I wanted to keep but was quite satisfied working in a corporate accounting or finance position in the wireless industry. Then came mergers and more mergers and ultimately, I became a corporate refugee looking for the next adventure. For a couple of years, I worked as a solopreneur preparing lots of income tax returns and a few sets of books for small businesses. Nine years ago, I started looking for something different, ventured into a Minuteman Press franchise, and here I sit, wondering how I can help our clients and customers get through an unprecedented business “red flag” (to coin an auto racing term) while preparing for the restart that is sure to come.

Another trait I took from my father was ethics. He believed strongly in doing the right things for the right reasons all the time. That is why I have been conflicted with the idea of staying open for business, because my staff and I are going to work while so many others are unable to be at work. However, government believes we should be at work so we are. We would like to help you with communications, whether it is by your reaching out to provide a status to your customers or preparing them for what’s ahead when the crisis ends. Maybe you need more signage inside and outside of your building. Maybe, like us, you think hand sanitizer will make a useful promo product going forward.

We will not take advantage of the situation; like you, whether a fellow business owner or a valued employee of a business, we are in survival mode. If we can keep the presses running, or work with our signage partners to keep their machines going, that is what we hope to do. Most of you know that I operate my shop unlike most other print shops: we practice what we preach when it comes to quality by insisting on “2 sets of eyes” when proofing artwork, and not cutting corners when it comes to the finished product. That process takes a bit longer and costs us more to produce; that’s why we don’t have frequent sales or discounts to drive volume (We do believe in the benefits of membership in local chambers of commerce so we offer a 10% member benefit for members of the chambers we belong to.). If you want to bounce some ideas off us, or want our help to come up with ideas for marketing now or the future, please don’t hesitate to call or email us. We are still baking cookies (still yummy despite my doing the baking) and making deliveries. During this unprecedented situation, we will help you by reducing our prices significantly because you will be helping us keep the presses running and keeping a small staff of dedicated workers on the payroll. Speaking of small staff, I have made some recent adjustments, two through attrition. Zach and Arona voluntarily left 4 and 2 weeks ago, respectively, both leaving for excellent opportunities elsewhere. I could not be happier for them, but as two nice people who excelled at their work, they will be missed. Jennifer is no longer here and will be replaced as business conditions improve. She too will be missed.

Times like these call for outside the box thinking. Kyle, Ty and I want to help any way we can. Please let us know if we can help you. Be well. We all look forward to better times ahead.

 

minuteman press of sandy springs

 

North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Tagged With: direct mail, making human connections in marketing, Minuteman Press of Sandy Springs, Minuteman Press Sandy Springs, small businesses

Decision Vision Episode 58, How Do I Manage My Work at Home Employees? – An Interview with Bruce Tulgan, RainmakerThinking

April 2, 2020 by John Ray

manage work at home employees
Decision Vision
Decision Vision Episode 58, How Do I Manage My Work at Home Employees? - An Interview with Bruce Tulgan, RainmakerThinking
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Bruce Tulgan, RainmakerThinking, Inc.,

Decision Vision Episode 58, How Do I Manage My Work at Home Employees? – An Interview with Bruce Tulgan, RainmakerThinking

The question of “how do I manage work at home employees?” has suddenly been thrust upon them of the workplace disruption caused by the coronavirus pandemic. In this edition of “Decision Vision,” host Mike Blake explores various aspects of this issue with Bruce Tulgan, RainmakerThinking. “Decision Vision” is presented by Brady Ware & Company.

Bruce Tulgan, RainmakerThinking, Inc.

manage work at home employees
Bruce Tulgan, RainmakerThinking

Bruce Tulgan is an adviser to business leaders all over the world and a sought-after keynote speaker and seminar leader. He is the founder and CEO of RainmakerThinking, Inc., a management research and training firm, as well as RainmakerLearning, an online training resource. Since 1995, Bruce has worked with tens of thousands of leaders and managers in hundreds of organizations ranging from Aetna to Wal-Mart; from the Army to the YMCA. Bruce is the best-selling author of numerous books including Not Everyone Gets a Trophy (Revised & Updated, 2016), Bridging the Soft Skills Gap (2015), The 27 Challenges Managers Face (2014), and It’s Okay to be the Boss (Revised & Updated, 2014). Bruce lectures at the Yale Graduate School of Management, as well as other academic institutions. He has written for the New York Times, the Harvard Business Review, HR Magazine, Training Magazine, and the Huffington Post.

Since 1995, Bruce has worked with tens of thousands of leaders and managers in hundreds of organizations. In recent years, Bruce was named by Management Today as one of the few contemporary gurus to stand out as a “management guru” and he was named to the 2009 Thinkers 50 Rising Star list. On August 13, 2009, Bruce was honored to accept Toastmasters International’s most prestigious honor, the Golden Gavel. He lives in New Haven, CT with his wife Debby Applegate, Ph.D., who won the 2007 Pulitzer Prize for Biography for her book The Most Famous Man in America: The Biography of Henry Ward Beecher (Doubleday, 2006).

For more information, you can follow Bruce on Twitter or go to the RainmakerThinking website.

Michael Blake, Brady Ware & Company

Mike Blake, Host of “Decision Vision”

Michael Blake is Host of the “Decision Vision” podcast series and a Director of Brady Ware & Company. Mike specializes in the valuation of intellectual property-driven firms, such as software firms, aerospace firms and professional services firms, most frequently in the capacity as a transaction advisor, helping clients obtain great outcomes from complex transaction opportunities. He is also a specialist in the appraisal of intellectual properties as stand-alone assets, such as software, trade secrets, and patents.

Mike has been a full-time business appraiser for 13 years with public accounting firms, boutique business appraisal firms, and an owner of his own firm. Prior to that, he spent 8 years in venture capital and investment banking, including transactions in the U.S., Israel, Russia, Ukraine, and Belarus.

Brady Ware & Company

Brady Ware & Company is a regional full-service accounting and advisory firm which helps businesses and entrepreneurs make visions a reality. Brady Ware services clients nationally from its offices in Alpharetta, GA; Columbus and Dayton, OH; and Richmond, IN. The firm is growth minded, committed to the regions in which they operate, and most importantly, they make significant investments in their people and service offerings to meet the changing financial needs of those they are privileged to serve. The firm is dedicated to providing results that make a difference for its clients.

Decision Vision Podcast Series

“Decision Vision” is a podcast covering topics and issues facing small business owners and connecting them with solutions from leading experts. This series is presented by Brady Ware & Company. If you are a decision maker for a small business, we’d love to hear from you. Contact us at decisionvision@bradyware.com and make sure to listen to every Thursday to the “Decision Vision” podcast. Past episodes of “Decision Vision” can be found here. “Decision Vision” is produced and broadcast by the North Fulton studio of Business RadioX®.

Visit Brady Ware & Company on social media:

LinkedIn:  https://www.linkedin.com/company/brady-ware/

Facebook: https://www.facebook.com/bradywareCPAs/

Twitter: https://twitter.com/BradyWare

Instagram: https://www.instagram.com/bradywarecompany/

Show Transcript

Intro: [00:00:02] Welcome to Decision Vision, a podcast series focusing on critical business decisions brought to you by Brady Ware & Company. Brady Ware is a regional full-service accounting and advisory firm that helps businesses and entrepreneurs make visions a reality.

Mike Blake: [00:00:25] Welcome to Decision Vision, a podcast giving you, the listener, clear vision to make great decisions. In each episode, we discuss the process of decision making on a different topic from the business owners’ or executives’ respective. We aren’t necessarily telling you what to do, but we can put you in a position to make an informed decision on your own and understand when you might need help along the way.

Mike Blake: [00:00:43] My name is Mike Blake and I’m your host for today’s program. I’m a director at Brady Ware & Company, a full-service accounting firm based in Dayton, Ohio, with offices in Dayton; Columbus, Ohio; Richmond, Indiana; and Alpharetta, Georgia. Brady Ware is sponsoring this podcast, which is being recorded in Atlanta per social distancing protocols. If you like this podcast, please subscribe on your favorite podcast aggregator, and please consider leaving a review of the podcast as well.

Mike Blake: [00:01:10] So, this is the second of a sub-series of topics regarding how to address the coronavirus crisis from the executive decision makers’ perspective. And in our last discussion, we heard from Justin and Jody Daniels, who talked about the unique challenges that we confront in terms of data security and privacy when we move en masse to a remote working environment. And today, we’re going to move to the issue of management and leadership itself from a remote management environment.

Mike Blake: [00:01:46] So, full disclosure, I’ve been working largely from my home for the last 10 years or so. So, as it turns out, I’m kind of used to this thing. This whole virus has forced me into something that I would prefer to do anyway. The one thing that I had to learn as I did this is I learned that I had—not just to work differently, but you also have to manage differently and lead differently because that physical space means something.

Mike Blake: [00:02:17] The technology that has evolved over the last 25 years that enables us to work well remotely is of a blink of an eye in comparison to the evolution of humanity that makes us want to be together in the same cave, in the same herd, in the same hunting group, in the same tribe that makes us work together, build together and grow together. And if you are somebody who is suddenly thrust into the necessity to manage teams remotely, maybe you’ve even been opposed to them, maybe you’ve been a person that really has believed in face time, and you’re a person that really thrives on that needs, that craves, that personal connection.

Mike Blake: [00:03:04] With all that’s been written to tell employees how they can transport their jobs home, I don’t think enough attention is given to the managers and leaders that suddenly have to figure out how to lead when they can’t even, in many cases, see the faces of the people that they’re leading and don’t have the same nature of contact. So, I think this is a very interesting topic. We’re going to get into the weeds here. And I hope that if you’re in the position of being a manager or leader that is thrust into this unprecedented scenario, that this topic is going to be helpful.

Mike Blake: [00:03:42] So, joining us today is a great expert on this topic. Bruce Tulgan is CEO of Rainmaker Thinking, a research, training and consulting firm in New Haven, Connecticut and Rainmaker Learning, an online training resource. He is internationally recognized as one of the foremost experts on leadership and performance management in the workplace. Bruce is the author or co-author of 20 books, including his best-selling It’s Okay to Be the Boss, The Classic Managing Generation X, that’s me; his popular, Not Everyone Gets a Trophy, How to Manage the Millennials, and The 27 Challenges Managers Face: Step-by-Step Solutions to Nearly All of Your Management Problems.

Mike Blake: [00:04:23] His newest book, The Art of Being Indispensable at Work is due for release in the summer of 2020 from Harvard Business Review Press. Bruce’s work has been the subject of thousands of news stories around the world, and he has written for The New York Times, USA Today, Training Magazine, HR magazine and the Harvard Business Review. Bruce also lectures regularly at the Yale School of Management and other business schools. Bruce holds a six-degree black belt, and I hope I’m pronouncing this correctly, in Uhuru Karate.

Bruce Tulgan: [00:04:52] Yeah, you can just say karate.

Mike Blake: [00:04:53] Okay. Making him a master in that style. Interestingly enough, his wife, Debby Applegate, won the 2007 Pulitzer Prize for her book, The Most Famous Man in America about the 19th Century Mr. Henry Ward Beecher. Bruce, thanks so much for coming on the program.

Bruce Tulgan: [00:05:11] Well, thanks so much for having me. That’s quite an introduction. Thanks for mentioning my latest book.

Mike Blake: [00:05:18] Well, you know, I have some books in me that I need to get out. And I’m so admiring of people who have managed to do that. And I think a lot of that is ruthless time management. And we’ve actually had somebody come on the podcast, be ready, talks about should I write a book, how to do it, et cetera. So, I won’t pepper you with questions that are off-topic about that. But I must express that the fact you’ve been able to create so much thoughtful content, well done to you, sir.

Bruce Tulgan: [00:05:47] Well, I’m doing my best. If anyone who wants to write a book, I always recommend, our agent has a great book called Thinking Like Your Editor. Her name is Susan Rabiner. That’s a book worth reading.

Mike Blake: [00:05:59] And I’m going to make a quick note of that, so everybody on the podcast world can just wait for a second. I’m going to write that quickly. There you go. So, before we get started, I’m curious, you’ve created so much content, you have a book that, is it coming out later this year? Yeah.

Bruce Tulgan: [00:06:21] Yeah. It’s coming out-

Mike Blake: [00:06:21] Due later this summer.

Bruce Tulgan: [00:06:22] It’s coming out in July if there’s still a world.

Mike Blake: [00:06:26] Oh, there will still be a world, whether anybody reason it or not, we’ll see, but there’ll be a world for sure. But my question is, what do you think the next book after that will be?

Bruce Tulgan: [00:06:37] Well, I’m not sure. You know, the book that’s coming out in July, it’s called The Art of Being Indispensable at Work, and it’s about how to handle the incredible pressure that everybody has been under. Everyone’s been so overcommitted, scrambling and trying to manage relationships up, down, sideways and diagonal. That’s what the book is about. And we’re always doing research on the front lines in the workplace, and we’re always trying to figure out, you know, what can we glean from the research that could be a value add for folks. So, I’m not sure what will come next.

Mike Blake: [00:07:17] Okay.

Bruce Tulgan: [00:07:17] Maybe How to Manage Remotely.

Mike Blake: [00:07:21] Maybe. I have a feeling that book would do very well.

Bruce Tulgan: [00:07:24] Yeah.

Mike Blake: [00:07:24] So, we’re all sort of sailing along and all of a sudden, we have run into a hurricane that nobody really—I guess some people saw it coming, but most of us sort of person on the street really didn’t see it coming. I don’t think we saw it getting to this point. How do managers themselves ground, right? Because if if you’re freaking out, if you’re losing it, it’s really hard to lead others and be a source of stability and safety unless you, yourself, ground, right? So, how do you do that when you feel yourself like you just want to throw your hands up and run in a circle screaming?

Bruce Tulgan: [00:08:02] Yeah, I think you’re—that’s very true what you’re saying. You know, I always say to people the first person you have to manage every day is yourself. And sometimes, when we’re doing leadership seminars, you know, it takes a little while for somebody in the room to have the guts to say what you just said. Because that’s the sort of acknowledgement of the human element. You know, people are feeling so out of control right now. When you’re operating in an environment of uncertainty, it’s really a feeling of a lack of control.

Bruce Tulgan: [00:08:40] And so, what I always say to folks is, remember, if you focus on what you can’t control, then you render yourself powerless by definition. So, the first thing you have to do is focus on what you can control, and that’s you, and try to help your people stay focused on what they can control, and that’s them. But I think the most important thing is to be authentic, and don’t pretend. It’s natural to be worried right now. It’s natural to be uncertain. It’s natural that people are feeling out of control. But it’s also the case that somebody has got to be in charge. In this case, that’s you, and people need you now more than ever.

Mike Blake: [00:09:27] Yeah. And there’s no playbook for this, right? There’s practically nobody alive who remembers the influenza outbreak of 1918, right? And certainly, nobody in a decision-making capacity. And, you know, I want to ask you about 2008, and even back to 2000 with the first dot-com crash. What are the parallels with then and now? And then, what’s also a difference?

Bruce Tulgan: [00:09:56] Yeah, I mean, the parallels, of course, are that people are genuinely worried about their livelihoods. If you remember the ’90s, as you and I do, maybe not everyone listening, some people are in the third grade or whatever.

Mike Blake: [00:10:09] They’ve read about it.

Bruce Tulgan: [00:10:10] Right. But back in the ’90s, you know, it was peace and prosperity, magical business models, a foosball table in every teeming space, remember? And then, all of the sudden-

Mike Blake: [00:10:22] The classy office space in Manhattan, that’s what I remember.

Bruce Tulgan: [00:10:25] Right. And then, you know, everything’s going to be great. And then, no. Boom. All over. Never mind. Crash. Everything’s terrible. And then, quite literally, crash because, you know, 9/11 followed right on that. And so, for a long time, I mean, I think 9/11 is a better parallel just in the economic crash because people were so scared. You know, an economic crash is frightening. It has a huge effect on people. You know, some people, they live paycheck-to-paycheck. Many people do. They’re worried about feeding their families. What am I going to do? And so, not to minimize the concerns about economic frailty, but I think, you know, after 9/11, people thought, “Well, gee, are terrorist attacks going to happen all over the place now?”

Mike Blake: [00:11:22] Yeah.

Bruce Tulgan: [00:11:22] Well, I can remember the anthrax scare happened shortly after that.

Mike Blake: [00:11:27] Yeah.

Bruce Tulgan: [00:11:27] And so, when people are genuinely afraid for their safety and the safety of their loved ones, I think, you know, it’s more like a war, but it’s like a neutron bomb, right? Because it’s just poison. And so, 2008, ’09, ’10, I mean, it seemed like, gee, maybe we’re heading for another depression. But of course, it turned out that the economic system was more resilient with the help of a government bailout. And of course, now, the government has all of a sudden found a couple of trillion dollars that didn’t—you know, there it is, yeah, here we go. No problem. Here’s a couple of trillion dollars.

Bruce Tulgan: [00:12:18] But the problem now is that it’s not just financial. I don’t think anyone’s ever seen anything like this. I mean, I don’t know what to do. And so, what I’m doing is every single day, I’m thinking, okay, how can I make myself stronger? How can I make my mind stronger? How can I make my body stronger? How can I make my spirit stronger? And then, what can I do to add value for someone else? And first and foremost, what can I do to add value for my family?

Bruce Tulgan: [00:12:54] Second, what can I do to add value for my team, the people who are part of my business who rely on me? And then, what can I do to add value for my clients who rely on me for advice? And, you know, every day, that’s what I’m trying to do. I’m just trying to focus on what I can control and what I’m trying to help my team focus on what they can control. And that’s the advice I’m giving to my clients is, what is not going to change your mission and your values? And what can you control today? You set yourself up for success and set your people up for success. And I don’t know what else we can do.

Mike Blake: [00:13:49] I think you’re right. I think that the ’01, September 11th is actually a more apt analogy because there’s an ambient fear. There’s an environment around that is not just economic, and at least there for a week, everybody, everything sort of shut down, right?

Bruce Tulgan: [00:14:10] Right.

Mike Blake: [00:14:10] And we had to—everything was outside of our comfort zone. It wasn’t just being unemployed. It was everything, how to keep yourself safe, right? And now, we’re outside of our comfort zone because we’re probably having to take care of ourselves medically in a way that we might not necessarily do. In my case, I have a nine-year old, so I have to learn how to home-school on the fly, and his teachers need to learn how to home-teach on the fly. And I have team members that have home-schooling obligations now, and I’m trying to balance that.

Mike Blake: [00:14:48] And you’re right. I think there is that difference, and at least one way I respond to it is I try to keep a wave of empathy up as much as I can. I don’t know if that’s the right thing. I’m curious if you agree with that, but everybody right now is frazzled, and we’re only one week into this in most states. If this continues through Easter or later, I’m not sure that I agree this is going to be over by Easter. People are going to get frazzled and frayed and really stretched to their limits and they’re going to rely on us more than ever to be that rock of stability.

Bruce Tulgan: [00:15:26] Yeah. I mean, I’m glad you used the term empathy. I think sympathy and empathy are both—you know, I’m somebody who often tells business leaders, look, it’s not your job to be somebody’s pastor, their best friend, their therapist, and you’re not qualified to do that. But wow, this is really bringing the human element to the fore in a way that is different. When I’m out, I was out yesterday running in the neighborhood. And, you know, it’s so odd.

Bruce Tulgan: [00:16:05] You see people out there, they cross the street, you know, and if they don’t, then you cross the street or I cross the street like you don’t—you know, when you look at them and you sort of nod and smile, and then nobody takes offense, it’s just sort of, yeah, wow, you’re out here being a human being and we better steer clear of each other, and it’s just so peculiar. So, I think, you know, I say that because I was trying to think of my own moments of empathy in the last 24 hours, and I had that gut feeling of yeah, of course, you’re crossing the street because you don’t want to be infected by it.

Mike Blake: [00:16:49] Or they don’t want to infect you.

Bruce Tulgan: [00:16:51] Right. Right. Right. Exactly. Exactly. Exactly.

Mike Blake: [00:16:54] So, now, this environment as a manager and as a leader particularly remotely, does that force us to kind of change our priorities, right? I think you’re an advocate of something called a stop, start and continue list, which I think is a priority set.

Bruce Tulgan: [00:17:12] Right.

Mike Blake: [00:17:12] How do you reformulate that, you know, now that the martini’s been totally shaken?

Bruce Tulgan: [00:17:18] Yeah. I mean, well, one of the things that I’ve been doing is looking at our research on organizations where uncertainty is a regular part of their day-to-day routine. So, we may be facing uncertainty today in a way on a wholesale level that none of us are accustomed to. But there are a lot of people who, what they do for a living is they manage uncertainty. And so, the sort of pillars are every day, you say, all right, what are our anchors? What’s never going to change as far as we can tell?

Bruce Tulgan: [00:17:52] And then, what’s changing right now? And how do we adapt? And the way we adapt in the moment is, what are we going to stop doing? What are we going to start doing? What are we going to continue? And it’s just a very quick reset in terms of your daily execution priorities. And, you know, in downtime, what organizations do and what people do who have to be accustomed to uncertainty, in downtime, what they do is they try to anticipate contingencies and prepare for them and prepare their people for them and even scrimmage or drill on those contingencies.

Bruce Tulgan: [00:18:37] But what most uncertainty masters know is that they’re going to run into things they didn’t anticipate. So then, they extrapolate from that stuff. But, you know, it’s one part anticipate and prepare. And it’s one part adjust in the moment. And adjust in the moment, it’s like today, what are we going to stop doing today? What are we going to start doing? What do we need to continue? And how do we proceed on that?

Mike Blake: [00:19:13] And part of that adjustment, too, is it also kind of understanding part of that empathy, I guess, but also understanding that the employees are undergoing massive adjustments, too? Learning how to work—you know not everyone wants to work from home. Not everybody is in a great environment to do that. You may have an employee that is great at work, but then they go home and they’re a young married couple with a kid in a one-bedroom apartment, and then trying to work in that environment, right? I mean, you can imagine how emotionally and intellectually challenging that is. I think we kind of have to make leeway and allowances for that, too, right?

Bruce Tulgan: [00:19:54] My advice there is a blanket fort.

Mike Blake: [00:19:58] For you or the kid?

Bruce Tulgan: [00:19:59] Well, yes. But, you know, I often joke that, you know, people until recently, they want to work from home because the dog gets lonely at home and they want to be there with the dog or, you know, the kid or whatever it is, they want to be able to do their laundry. You know, some people, they’re accustomed to having a routine for working at home. But what I always tell managers is yeah, you need to manage yourself. You need to figure out what your routine is going to be, and then try to talk through with your people, “Hey, what’s your routine going to be?” And you have to be a little bit careful because, you know, some people will be—they think it’s a snow day.

Mike Blake: [00:20:51] Yeah.

Bruce Tulgan: [00:20:52] So, we’re just on hold. And so, you have to talk him through that. No, we’ve got to stay focused. We’ve got to get stuff done every day. And it may be very different stuff than what we’ve been getting done in the past. Some of it’s going to continue. There may be new stuff we have to do. I mean, I’m in the business of going around to auditoriums packed full of people and speaking from a stage. I saw hot air to rooms full of people. You know, how’d you like to be in that business, right?

Bruce Tulgan: [00:21:28] So, you know, okay, we need to get really good at doing webinars, I guess. And so, that’s something we’re going to start doing. What am I going to stop doing? Going to the airport, at least for a while. What am I going to continue doing? Interviewing people, studying the data, trying to glean insights and trying to find good ways to share those insights with our clients. So, everybody, that formula is going to be different for everybody.

Bruce Tulgan: [00:21:58] But I think one of the common denominators that we’re all grappling with is doing this in our shelter in place. And as you say, some people, their shelter in place is more amenable or less amenable to work. You know, look, even—the reality is a lot of people in the workplace, they get interrupted all day long. A lot of people in the workplace, they don’t have a moment for focused execution. I mean, some people come in at 5:00 a.m. or they stay into the night or they say, “When I go home, it’s the only time I get stuff done.”

Mike Blake: [00:22:32] Right.

Bruce Tulgan: [00:22:35] So, whether you’re in the workplace or at home, you need to set yourself up for success. That means every day, you need to choose your execution priorities. It means you need to make time for structured communication. Who do I need to talk with today? It means you need to have good conversations and document those conversations. And you need to make time for focused execution, for getting stuff done. And that’s true whether you’re a leader, manager, supervisor or whether you’re an individual contributor.

Bruce Tulgan: [00:23:11] But if you’re a leader, manager, supervisor, then other people are looking to you to make decisions. Other people are looking to you to help set priorities. Other people are looking to you to solve the resource needs. Other people are looking to you to problem-solve. Other people are looking to you for guidance and direction and support. So, you know, I think leadership matters. And I think it’s a contact sport. And boy, it just got a lot harder because the only points of contact now we’re going to be through Facetime or email or telephone.

Bruce Tulgan: [00:23:56] But, you know, as you say, empathy, you’ve got to put yourself in the position of the people who are counting on you and try to ask them, “Hey, you know, do you have the space where you can work? Do you have a routine? How are you going to set your hours?” You’ve got to give people some real flexibility. “When are you going to do your job? How are you going to do your job? You know, what challenges are you facing? What do you need from me?

Mike Blake: [00:24:27] Yeah. And I think that last point, you know, I think, resonates because that puts you in a position of being a resource, which in my view, philosophically, is the role of a leader is to be a resource. And in that vein being a resource, you touched upon this a little bit, but I do want to hit this, some people are going to handle this environment better than others. Some people are going to have a really hard time simply being cooped up. Some people are going to have a hard time being cooped up with their family. Some people are going to have a hard time just simply having the background noise and a running tally saying, “Five more people got infected, one more person died”, right? And so-

Bruce Tulgan: [00:25:13] You know, that’s so true.

Mike Blake: [00:25:16] It’s like-

Bruce Tulgan: [00:25:16] That last part-

Mike Blake: [00:25:17] … living in a horror movie, isn’t it?

Bruce Tulgan: [00:25:19] Right. It’s like a movie.

Mike Blake: [00:25:22] Except there isn’t some closet that you know that you shouldn’t open. That’s the problem, right?

Bruce Tulgan: [00:25:29] Yes.

Mike Blake: [00:25:29] So, some people are going to handle that better than others. And when people are going to handle it as well, it doesn’t make them bad, that just makes them human beings. Not everybody was born to serve in a nuclear submarine and be in a two-year mission under the Arctic Circle for a while, right?

Bruce Tulgan: [00:25:43] That’s for sure.

Mike Blake: [00:25:44] But in spite of the fact that, you know, we’re not meant to be their advisers, their best friends, their pastors or counselors, we are going to have more contact probably with our teammates and most of the outside world well. And so, does that give us as leaders and as managers a special responsibility to kind of be on the lookout for signs that somebody may be weathering the storm not as well as others? And if so, is there something that we can do to inquire and offer a hand without being intrusive? Does that question make any sense at all?

Bruce Tulgan: [00:26:21] It does. I mean, look, this is true. If the person’s in the cubicle next to you, you look at somebody and they look tired or they look bad or they look scared or they look, you know—and you have to want this fine line of being human and being prepared to make accommodations for people if they need them, but also recognizing that, you know, some stuff is none of your business, and you’re not qualified to deal with that. I mean, look, one of the things I say to business leaders is, sure, if you can see that somebody is struggling personally, the question you have to ask yourself is, do you have resources to make available to that person? Now, sometimes, you are that person’s friend. My view is if you’re somebody’s boss, and you’re also that person’s friend, that’s a complication that you have to navigate.

Mike Blake: [00:27:18] Yeah.

Bruce Tulgan: [00:27:18] And so, maybe what you say is, “Hey, after work, let’s go out for a soda.” Right now, it’s after work, “Let me call you and we’ll have sodas in our remote locations and talk about it”, or something. But somehow, to try to recognize that it’s a different role. Being your friend is a different role than being your boss, being your leader, your manager, your supervisor. And I agree with you. Being a resource is a big part of it.

Bruce Tulgan: [00:27:49] Look, I mean, what a lot of managers are worried about right now is not necessarily the emotional well-being of their people. It’s gee, they’re at home, well, how do I know they’re working? And that’s the other side of the equation. It’s like the policing part. And I always say to leaders, look, you know, if somebody’s sitting in a desk during certain hours where you can see them, that’s place and time.

Bruce Tulgan: [00:28:18] That’s actually a lazy measure of performance, that if you’re a good leader, manager, supervisor, you shouldn’t drill them down anyway, and, you know, figuring out if they know what to do, if they know how to do it, if they’re producing, if they’re getting stuff done at a good rate of productivity, if they have good quality, you know. And so, if you’re in a remote location, you can’t see the body in a chair during certain hours.

Bruce Tulgan: [00:28:56] You know, maybe that’s going to help you get to be a better manager. And what you need to do is try to help people use their work time to succeed. So, yes, some people are going to be going stir crazy. Some people are going to be feeling scared. Some people are going to be distracted. Help them stay focused on doing one concrete thing at a time. And the good news is, you know, you don’t need to be a police, you don’t need to be policing people.

Bruce Tulgan: [00:29:28] Helping them be effective and get stuff done and stay productive and keep adding value is healthy. And it is a much more appropriate role for a manager. Sometimes, the best thing you can do if somebody is going stir crazy at home or if they’re having a hard time being effective at home is help them be more effective at home, help them be more effective and get more done, then they’ll have something to feel good about today.

Mike Blake: [00:29:57] You bring up a couple of interesting points that I want to go back and hit on because I think they’re so important and I think they’re so insightful. One, I do think there is an opportunity here for all of us to become better managers. And you’re right, this seeing a butt in the cubicle is not a measure of value unless the value that you have is to be able to survey your empire, right? If that’s your source of value, then I guess yeah, I see that, right? But if you haven’t been able to measure productivity already, then this is a great opportunity to force you. Like just in the old days, you and I are—I won’t say you. I’m old enough, and I remember taking typing classes in high school.

Bruce Tulgan: [00:30:44] I did. I did. I did.

Mike Blake: [00:30:46] And they would give you a little piece of cardboard over the keyboard so you couldn’t actually see your fingers, right?

Bruce Tulgan: [00:30:51] Yeah.

Mike Blake: [00:30:51] And I knew if I was type on the right thing because I saw it on the piece of paper.

Bruce Tulgan: [00:30:55] Yeah.

Mike Blake: [00:30:55] It’s on a real typewriter, right?

Bruce Tulgan: [00:30:57] Exactly.

Mike Blake: [00:30:58] That’s the way that we have to manage now. And I think that’s actually a good thing. That’s going to force us to develop that muscle.

Bruce Tulgan: [00:31:10] Yeah, that’s huge. I mean, look, I say to managers all the time when they said, “Oh, well, you know, people want to work from home” or, you know, they’re worried about people who want flexibility, right?

Mike Blake: [00:31:22] Right.

Bruce Tulgan: [00:31:22] Until a few weeks ago, this was, people want flexibility and managers were worried that if they’re not in a certain chair during certain hours, that they couldn’t manage them. And one of things I like to do with a group of managers is say, “Okay, show a hand. What’s more valuable to you? Somebody who gets a whole bunch of work done very well, very fast with good quality and a good attitude or somebody who’s in a certain chair during certain hours?”, right?

Bruce Tulgan: [00:31:54] And nobody votes for a body in a chair during certain hours, right? Everybody votes for somebody who gets a lot of work done and good quality. But then, if you actually followed them around, they see the empty chair and they say, “Oh, where’s that person? Where’s that person?” So, this is a chance to start managing results, to start managing concrete actions, to start zeroing in on what people are doing and how they’re doing it, more than where and when.

Mike Blake: [00:32:31] So, you know, one of the keys that we’ve kind of touched upon here is the importance now of being intentional about your communication because communication is no longer going to happen organically. You’re not going to bump into somebody on video chat most likely.

Bruce Tulgan: [00:32:47] Right.

Mike Blake: [00:32:47] So, you’ve written about it and talked about another venue, as I know, about over-communicating and over-communicating with prepositions up, down, sideways and diagonal. What does that mean?

Bruce Tulgan: [00:33:00] Well, look, the way most people communicate in the workplace is they touch base, has everything going, everything on track, any problems I should know about? They interrupt each other all day long. They see each other on email. They’re in meetings every once in a while. And then, what happens is problems hide below the radar, and then eventually, you know, sometimes, they blow up, and then it’s all hands on deck, firefighting.

Bruce Tulgan: [00:33:23] And then, we go back to touching base, interrupting, and then seeing each other in meetings or on e-mail. And, you know, it’s unstructured, unsubstantiated communication is the rule for most people. And what we have found is that when you communicate with much greater structure and substance, things go better. So, when I say up, I mean, the first person you got to talk to is your boss. You got to get aligned. You’ve got to make sure that you know what’s changing today, what’s staying the same.

Bruce Tulgan: [00:34:02] I’ve got too much to do, not enough time. What should I back-burner? I need decisions made. I need priorities clarified. I want to show you what I’m going to do and how I’m going to do it. So, you know, align up. Then, second is down. Anybody who reports to you for any period of time, you owe it to them to give them some time to help them get aligned, to help them make sure they know what priorities should come first, second and third today, and what should go on the back burner if they need decisions made, if they need resource planning, if they need problem solving. And then, sideways and diagonal.

Bruce Tulgan: [00:34:46] So many relationships now are outside that chain of command. It’s not just your boss. It’s not just the people who report to you, but it’s your sideways colleagues. It’s somebody you need something from, but they don’t report to you, you don’t report to them. You need something from them, but they don’t report to you. So, what I tell people is every single day, you need to think about not just your schedule, not just your to-do list, but also see your people list. Who do you need to talk to today? And plan the conversation. What do you need to cover in that conversation? And then, give them a heads up. Nobody’s at their best when they’re being interrupted anyway, right?

Mike Blake: [00:35:38] Yeah.

Bruce Tulgan: [00:35:38] So, there’s so much communication that happens in the ordinary workplace, that’s what I call, you know, management by interruption. We interrupt each other all day long. So, you have to pull yourself out of what you’re doing, try to tune into the interrupter. What you really want to do is get back to what you were doing in the first place. So, a much better way is to plan and prepare your communication. So, every single day, you know, start with, okay, what’s my schedule today? What do I need to get done today? And who do I need to talk with? And by the way, nine out of 10 times, if you talk to those people, you’re going to make adjustments in your schedule and your to-do list.

Mike Blake: [00:36:23] So, another disruption that I think doesn’t get talked about enough is the fact that, you know, we try to create offices that people want to be in, at least many companies do. Certainly, we do at ours at Brady Ware, and that’s something I personally pay a lot of attention to. And they could be things as rudimentary as free Coke Zeros and snacks, that could be, you know, high quality office shares, ergonomic supplies, whatever it happens to be. And now, those things are gone, right? And employees and team members are used to having those kind of creature comforts. You know, is there anything realistic that we, as leaders, can do or think about doing, if not to replicate those things, maybe to replace them with something else?

Bruce Tulgan: [00:37:26] You know, I’m not somebody who focuses as much on the ping pong table, the pool table, I do think what you want to do is create an environment where people have what they need, where people are comfortable, where people want to be at work, where people can make it their own space. And people really do care about work space. I mean, when people are at home, I mean, look, maybe we should be sending people rolls of toilet paper, you know.

Mike Blake: [00:38:06] That’s a new bonus program.

Bruce Tulgan: [00:38:07] Yeah. Right, the new bonus program. And I think that what people are going to be struggling with is staying focused and effective and knowing what to get done today and what to back-burner and how to get their hands on the information they need, how to get their hands on the resources they need to get their work done. And as a leader, manager, supervisor, I think that’s got to come first. I think if you have the resources to provide, create your comforts, I think, okay, that’s good. What most people care about the most is being able to get their work done and avoid unnecessary problems, have the resources they need to get their work done, so they can earn what they need to take care of their family. I think the second thing that people really care about is having more control over their own schedule.

Mike Blake: [00:39:18] Yeah.

Bruce Tulgan: [00:39:18] And now, I think, you know, it’s the great irony. People are going to have so much control over their own schedule that they’re going to need help staying focused and productive.

Mike Blake: [00:39:33] This reminds me of a Simpson cartoon, and I haven’t watched that show in forever. But I remember one where Homer Simpson somehow is sent into space. Don’t ask me-

Bruce Tulgan: [00:39:44] Sure, of course. Of course.

Mike Blake: [00:39:46] Perfectly plausible, right? And as would be expected, he messed up the space shuttle and he broke some sort of ant farm experiment and the ant start going crazy and they start doing their whatever language it is that ants speak. And, you know, as they’re floating in space, the subtitle says, “Freedom, horrible, horrible freedom”, right? It kind of reminds me of that, right? When you’re all of a sudden confronted with this, you don’t realize that it is a burden to cope with that and kind of wrestle the fire hose to the ground, isn’t it?

Bruce Tulgan: [00:40:20] Yeah. And, you know, one of the things that I’ve learned over the years, and it’s something that when people are having a hard time managing their time, a tool that we recommend using is a simple time log, which is just keeping track of your time, your activity and your time, you know, and you can do it as thoroughly or as—you can do it very thoroughly. So, every activity you start and stop, time start activity, time stop.

Bruce Tulgan: [00:40:51] And, you know, it’s probably a good time to start keeping a time log so that you have a reality check. And after a couple of days, take a look and see how you’re spending your time. It’s a way to start to see where are you wasting time? When are you getting stuff done? What’s wasting your time? What’s distracting you? So, if you’re having a hard time with all the freedom, it’s a very simple tool. Just a piece of paper and a pencil is all you need.

Bruce Tulgan: [00:41:34] When you wake up, write what time you wake up and just start writing down what you do. It’s an incredible reality check for most people. And that’s true in the best of times. And maybe during these times, it’s a good way to optimize this freedom and learn a little bit about yourself and see where your strengths and weaknesses are when it comes to time management.

Mike Blake: [00:42:02] So, I want to turn the conversation around a little bit. And we’re recording a podcast on Friday that’s going to talk about best practices from the employee’s perspective. But I think one thing that gets overlooked is that leaders need care and feeding as well, right? As leaders, and you don’t have to be a narcissist to think this way, but the feedback, the benefit that you receive from the people that you lead is what we take our cues from that motivates us to take on the responsibility of leadership.

Mike Blake: [00:42:38] And it’s not easy. And so, I guess my question is this, you know, to those of us, maybe some of us are at the top of the food chain, so it doesn’t apply, but others of us, myself included, I do have other people to whom I report, even if they are very senior people, what do leaders need in terms of care and feeding as well to make them? And how can employees kind of support leaders to make them feel empowered and effective?

Bruce Tulgan: [00:43:12] Well, I mean, I guess it depends on the leader. If you happen to report to a narcissistic demagogue and you should tell them how great they are all the time, I guess. But assuming that’s not your particular burden, then what my advice to people is help your boss manage you. You know, do what you can to create structured dialogues so that it’s not all on manager, the leader, to create that structured dialogue.

Bruce Tulgan: [00:43:46] Maybe suggest a time, maybe prepare an advance, send a note to your leader, manager, supervisor 24 or 12 or six hours before the conversation and say, “Here’s some decisions I need made. Here’s some problems I need help solving. Here are some resources. I need some advice about how to get my hands on. Here are competing priorities and my available time. I need help setting these priorities. Here’s my project that I’m working on.

Bruce Tulgan: [00:44:20] And here’s my preliminary plan. Could you take a look? Here is a recurring task or responsibility. And here’s my standard operating procedure usually, but here’s a change I think I’m going to make.” I think that’s one way. I think if you are the leader, manager, supervisor who has a hard time getting feedback, then you can make it clear you want that feedback. If you have a leader, manager, supervisor who wants your feedback, then be candid. And I guess, you know, once in a while, you can inquire about their well-being and tell them how great they are.

Mike Blake: [00:45:06] Or not. That’s fine. Yeah, but, you know-.

Bruce Tulgan: [00:45:08] Or not.

Mike Blake: [00:45:08] Yeah. And you’re right. You’re right. Everyone is different. But, you know, I do think that at least for some people, you’re in a leadership position because you want to lead people. And the benefit of leading people when you have this barrier, you know, that connection is stressed. And I think your suggestions are good ones. You know, the employee doesn’t have an obligation to do that really necessarily, but I do think that, you know, if the employee has a desire to make that relationship work, I think that’s good advice to facilitate that.

Mike Blake: [00:45:53] We’re running out of time, but we have time for a couple more questions. And one we touched upon a little bit, but I want to circle back and hit explicitly is there are some good things that can come out of this whole thing, right? I mean, number one, you know, we talked about as developing different management skills and talents is a good thing that I think can and will come out of this. Can you think of any other positives from a leadership development perspective that may come out of this whole thing?

Bruce Tulgan: [00:46:28] Yeah, I mean, look, so what should happen in management relationship is you should be engaged in regular structured dialogue with your people, whether they’re sitting next to you or whether they are working from a remote location. So, putting more structure and substance into your ongoing conversation, that’s step one. Step two, make sure that everybody who works for you understands the broad performance standards for their basic tasks and responsibilities.

Bruce Tulgan: [00:47:03] This is a good time to check in on broad performance standards. And even though they may be changing, check in, make sure people understand what they’re supposed to be doing, how they’re supposed to be doing it. Zero in on priorities. Make sure that people understand expectations. Expectations are different from broad performance standards because broad performance standards are from now on, right?

Mike Blake: [00:47:29] Right.

Bruce Tulgan: [00:47:29] Expectations are today, tomorrow, this week. Get better at helping people make plans. Get better at helping people set goals and spell out guidelines and parameters for their goals. Get better at helping people schedule their concrete actions and time chunks. You know, a time motion study goes way back to Frederick Taylor, but, you know, help people understand exactly how do you do that and how long does it take you to do that?

Bruce Tulgan: [00:48:04] Well, gee, if it takes you six minutes to do that, shouldn’t you be able to do that 10 times in an hour or, well, nine times with a six-minute break? And okay. Well, would you be able to do that 72 times in a day? Oh, well, okay, maybe 60, giving yourself a few deep breaths. And, you know, this is a time when you can get better at checking working progress. It’s a time when you can get better at looking at tangible results and evaluating quality.

Bruce Tulgan: [00:48:44] This is a time when you and your direct reports can get better at helping them monitor their own work. You know, one of the things that I’ve learned over the years is that, you know, in the workplace, most managers only start keeping score for people. They only start really documenting performance once things start going wrong. Well, maybe we should get better at keeping score for people when things are going average and when things are going well.

Bruce Tulgan: [00:49:17] And not only that, but let’s start helping people keep score for themselves, keep better track of what you’re doing and how you’re doing it. Time log is one way. A checklist is another way. A plan is another way. Take note of the tangible results you’re creating and get better at managing yourself and your time. I think it’s also a time when—you know, you started earlier on in the conversation talking about empathy.

Bruce Tulgan: [00:49:51] And so, maybe this is a time where we can—maybe we need to bookmark this and remember that we’re all human and that the human element is central. And maybe it’s a time where we’re all going to get more tuned in to the need to serve and to add value and to care of ourselves and take care of each other. Maybe some people are going to come out stronger. Let’s hope.

Mike Blake: [00:50:29] So, I’m going to ask you a patently unfair question, but I think that you can handle it. That patently unfair question is at some point, this is going to end, and we’re going to return back to something. Maybe it’s normal, maybe it’s not. Do you think when we go back to what we looked like in terms of the workplace and organizational operation, say, as of January 1st, are they going to look like the same thing or do you think there are going to be some things that are a little different going forward?

Bruce Tulgan: [00:51:07] You know, I’m not a futurist and I’m very tied to data, so what’s the data we’re seeing?

Mike Blake: [00:51:19] Right.

Bruce Tulgan: [00:51:19] And I don’t project out much from the data we’re seeing. I can tell you, one of my best friends is an anthropologist. And actually, did you say you’re in Atlanta?

Mike Blake: [00:51:30] Yes.

Bruce Tulgan: [00:51:32] He teaches at Agnes Scott.

Mike Blake: [00:51:35] Okay, few miles from where I live, three miles from where I live.

Bruce Tulgan: [00:51:38] And he’s one of my best friends for many, many years. And he was saying, you know, just as an anthropologist, what’s the likelihood that after all this, people are going to want to go back to all of the norms? It may be that this has lasting change on people’s willingness to congregate. What I don’t think is that we can predict how this is going to change us. I do think we can predict we’re not going to go back to the way things were. I think there are going to be big changes.

Mike Blake: [00:52:21] I think that’s a fair answer. So, Bruce, this is a bigger topic than we can probably fairly address in an hour, but I need to be respectful, of course, of your time. How can people contact you for more information?

Bruce Tulgan: [00:52:37] Rainmakerthinking.com is the best way to contact us. I’m on Twitter @brucetulgan. My email address is brucet@rainmakerthinking.com. I answer a lot of emails every day. And one thing I can tell you in terms of my values and my mission, my mission is to help leaders, managers and supervisors provide guidance, direction, support and coaching for their people. And that’s not going to change. And I want to help leaders stay in dialogue and provide that support that people need. And my two monitors are structure and substance, create structured dialogue with your people. And if I can help in any way, you send me an email, I promise I’ll respond, and I type faster than I talk.

Mike Blake: [00:53:27] All right. So, that’s going to wrap it up for today’s program. I’d like to thank Bruce Tulgan of Rainmaker Institute so much for joining us and sharing his expertise with us today. We’ll be exploring a new topic each week, so please tune in so that when you’re faced with your next executive decision, you have clear vision when making it. If you enjoy these podcasts, please consider leaving a review with your favorite podcast aggregator. It helps people find us so that we can help them. Once again, this is Mike Blake. Our sponsor is Brady Ware & Company. And this has been the Decision Vision podcast.

Tagged With: Brady Ware, Brady Ware & Company, Bruce Tulgan, managing work at home employees, Michael Blake, Mike Blake

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