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Workplace MVP: Angela Ammons, Clinch Memorial Hospital

December 9, 2021 by John Ray

Angela Ammons
Minneapolis St. Paul Studio
Workplace MVP: Angela Ammons, Clinch Memorial Hospital
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Angela Ammons

Workplace MVP: Angela Ammons, Clinch Memorial Hospital

Statistically speaking, says Angela Ammons, CEO of Clinch Memorial Hospital, she’s not supposed to be where she is. With a difficult childhood, homelessness, and a host of factors stacked against her, she overcame all of it to become CEO of a critical access hospital in South Georgia. Angela and Jamie discuss her story, the challenge of becoming CEO of a hospital on the verge of closing, turning it around, the mindset which has helped her navigate it all, and much more. Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

Clinch Memorial Hospital

Located in Southeast Georgia, Clinch Memorial Hospital is a 25-bed critical access hospital serving Homerville, Clinch County, and surrounding counties.

Clinch Memorial Hospital is accredited pursuant to the NIAHO® Hospital Accreditation Program. Pursuant to the authority granted to DNV GL Healthcare USA, Inc. by the U.S. Department of Health and Human Services, Centers for Medicare and Medicaid Services, Clinch Memorial Hospital is deemed in compliance with the Medicare Conditions of Participation for Critical Access Hospitals (42 C.F.R. §485).

Clinch Memorial was originally founded in 1957 as a 48-bed rural community hospital and moved to a new facility in Homerville in 2007.

CMH has received the Hometown Health Award for Hospital of the year and Congressional Recognition from the Honorable Buddy Carter. CMH was also featured in a Time Magazine Article in November of 2020.

Company website | LinkedIn | Facebook

Angela Ammons, RN, BSN, CEO, Clinch Memorial Hospital

Angela Ammons, RN, BSN, CEO, Clinch Memorial Hospital

Angela Ammons, RN, BSN is the CEO of Clinch Memorial Hospital (“CMH”) in Homerville, GA.  Located in Southeast Georgia, CMH is a 25-bed critical access hospital serving Homerville, Clinch County, and surrounding counties.  Starting in late 2017, Ms. Ammons led a successful turnaround effort at CMH, which was close to shutting down.

Working with outstanding female hospital executive mentors, Angela implemented a business strategy based on working with other South Georgia hospitals.  CMH has also grown other revenues, successfully recruiting a physician from New York City to come to rural South Georgia and launching a Family Practice.

Angela Ammons was named Hospital Leader of the Year by HomeTown Health in 2018 and CMH was recognized by HomeTown Health as Hospital of the Year for 2019. In November 2020 she and her hospital were featured in a story in TIME Magazine that details some of the struggles that she was faced with and how she contributes collaboration and a strong mentor to their success. You can read the story here.

She was also a recent guest on the HIT Like a Girl podcast where she was interviewed by Kat McDavitt. In the podcast, she shared some of the experiences that she has had as a rural hospital CEO.

Angela is proud of her origins as a nurse, having worked her way up to an opportunity to lead as a hospital CEO.  Prior to joining CMH, Angela Ammons served as Nurse Director of the Behavioral Health Unit and Nurse Manager for the Medical/Surgical Unit at Memorial Satilla in Waycross, GA, and was a Critical Care RN at Southeast GA Health System in Brunswick, GA.

She obtained her Associate’s Degree in Nursing from Coastal College of Georgia in Brunswick, and her BSN through Western Governors University; she is pursuing her Masters in Nursing Leadership with Western Governors.

Angela is originally from Macon, GA and currently lives in South Georgia. In addition to her work at the hospital, she is the founder of a nonprofit organization that will build and sustain a free medical clinic in San Antonio, Intibuca Honduras, and is passionate about mission work, and finding missions in your everyday life.

LinkedIn

R3 Continuum

R3 Continuum is a global leader in workplace behavioral health and security solutions. R3c helps ensure the psychological and physical safety of organizations and their people in today’s ever-changing and often unpredictable world. Through their continuum of tailored solutions, including evaluations, crisis response, executive optimization, protective services, and more, they help organizations maintain and cultivate a workplace of wellbeing so that their people can thrive. Learn more about R3c at www.r3c.com.

Company website | LinkedIn | Facebook | Twitter

About Workplace MVP

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, Workplace MVP, confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real-life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

Workplace MVP Host Jamie Gassmann

Jamie Gassmann, Host, “Workplace MVP”

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

TRANSCRIPT

Intro: [00:00:04] Broadcasting from the Business RadioX Studios, it’s time for Workplace MVP. Workplace MVP is brought to you by R3 Continuum, a global leader in workplace behavioral health and security solutions. Now, here’s your host, Jamie Gassmann.

Jamie Gassmann: [00:00:26] Hi, everyone. Your host, Jamie Gassmann, here, and welcome to this episode of Workplace MVP. I’m excited about this episode as it shares the story of an amazing leader who has had to navigate various trials and tribulations throughout her life. Now, for some, facing challenges can be debilitating, keeping them from moving forward or accomplishing their dreams. But for this Workplace MVP, it’s strengthened her resilience and provided her with learning opportunities that have helped to shape the successful leader she has become today.

Jamie Gassmann: [00:01:01] So, looking out over the last two years, a number of leaders have faced various challenges as we have experienced personal and professional altering situations. And in some cases, having to navigate unchartered and unknown waters as we have ridden the waves of the COVID-19 pandemic, employment shortages, changes in our work environments, and more. So, how do we, as leaders, look at these challenges we have overcome as opportunities for personal and professional growth? How do we look on them as a silver lining when at times the challenge was quite difficult?

Jamie Gassmann: [00:01:37] Well, joining us today is Workplace MVP Angela Ammons, CEO at Clinch Memorial Hospital in Homerville, Georgia. Angela will be sharing with us her story of resilience, triumph, and tenacity as she took her role as CEO of Clinch Memorial Hospital. I’m so excited to have you here on the show, Angela. Welcome.

Angela Ammons: [00:01:57] Thank you, Jamie. Thank you for having me here.

Jamie Gassmann: [00:01:59] So, let’s start with you telling us your story, because it helps to give some insight to the leaders that we have listening in on how you became the leader that you are today.

Angela Ammons: [00:02:10] Well, I have been here as CEO at Clinch Memorial Hospital, in September, four years. But before I became CEO, statistically speaking, I wasn’t supposed to be here. My mother was First-Generation American. She had immigrated here. She met my dad several years ago when he was serving in the war in Korea. And she and my older brother, he’s eight at the time, came over, and she really had never had an education. And even today, she has about a third grade level basic prose understanding and literacy and able to read and write at that level.

Angela Ammons: [00:02:50] So, I guess a tumultuous childhood with lots of challenges in itself led me to be a 15 year old high school dropout. And I was homeless at different times throughout those teenage years. And so, here I am being CEO of a hospital, so that’s why I said, statistically speaking, I’m not supposed to be here. But several years ago, I went back and got my GED. I went to nursing school at Coastal College in Brunswick, Georgia, graduated immediately, went into critical care nursing. And then, various roles presented themselves for me and management and special projects and so forth in the nursing world.

Angela Ammons: [00:03:33] And I have gone on to lead medical teams into Honduras for missions. And I started a nonprofit to, hopefully, one day build a free medical clinic in Honduras in this village that I’m just in love with there. But someone who had went on the mission team with me had picked my brain or asked me questions about the hospital here in Clinch because her husband is serving on the board. And, actually, you know, I get a phone call where they want me to come and speak to the board and to see if I would possibly be interested in the CEO position. And here we are.

Angela Ammons: [00:04:05] And at first I was like, “Oh, you know, I’m very excited about the opportunity, but I’m not a CEO. I’m a registered nurse, nurse manager. It’s very flattering. Thank you.” And they’re like, “No. Come and talk to us.” And so, the person who is very competitive, that side kicked in, and I said, “Why not? Let’s go and see what can happen,” and here we are four years later.

Angela Ammons: [00:04:25] So, I have five children. We live in South Georgia. And they are studying various different fields and we have one teenager left at home. So, that constitutes my very busy life after this boy.

Jamie Gassmann: [00:04:39] Absolutely sounds like it, for sure. So, you know, you mentioned Clinch Memorial Hospital, so tell me a little bit about that hospital. I know you mentioned it’s rural, so talk to me a little bit about the hospital itself.

Angela Ammons: [00:04:51] Sure. Well, it is a rural hospital. It’s a critical access hospital. And critical access means that there are some limits to us in how we can bill and how we’re structured. So, we are 25-bed max, we have a four day length of stay. And critical access hospitals were set up to offset any acute injuries when there is more than a 38 or 35 mile radius to your next hospital. And a lot of people think that we are just a band-aid station, but that can be farthest from the truth because we employ physicians, nurses, and staff who have to pass the same boards as any other hospital in the State of Georgia.

Angela Ammons: [00:05:28] So, the great thing about us is, if you were to experience motor vehicle accident or cardiac event or some other emergency, we have all the contacts network that we can actually get a helicopter here and fly you out, or can create an efficient path for you to get help that you need. And the hospital has been here since 1957. The older building was torn down and we built this new building here in 2007, so it’s aesthetically pleasing and beautiful. And the Clinch County, I think, there’s about 6,900 people within our county and we do serve some of the surrounding counties around us.

Angela Ammons: [00:06:07] But it has definitely been a struggle for us to stay open. As a matter of fact, when I first became CEO here in September of 2017, we probably had three to five days cash-on-hand and that is just absolutely deplorable for any business. And then, there are just so many other issues that had to be unraveled or rectified in order to get us in a position to where we can be successful.

Angela Ammons: [00:06:32] And I shared this story before. I think I was 30 minutes early to work that day and I kept driving through town because I didn’t want to look like an eager beaver too much. And new briefcase, new shoes, and dress. I was going to come in and save the world. I was what Clinch Memorial Hospital needed. In my small, little, tiny rotation of a brain, I was thinking that. And within two hours, I had four cups of coffee and I was on my second Goody powder because I could not believe what I had been presented with. Very good people, I think, in the heart of things, but just not very current to run a hospital.

Angela Ammons: [00:07:12] A lot of the people that are employed here had never been employed anywhere else. Never had experienced any other, I guess, management of another large hospital. And I had worked for HCA, Mayo Clinic, and Southeast Georgia Health System over in Brunswick, so I had, I guess, a very varied working knowledge of different hospital entities and some of the things that go along with running a hospital. So, I was in quite a shock for the first couple of days there. But here we are four years later and we’re still open.

Jamie Gassmann: [00:07:46] That’s amazing. Yeah, it sounds like you’ve obviously made a huge difference to operational, cultural, a lot of different things that you kind of walked into. So, with that, talk to me a little bit about when you took over as CEO, what was the culture? And I know you kind of touched a little bit on the state of the hospital. But what was the culture and the state of the hospital like?

Angela Ammons: [00:08:08] It was almost as if this hospital was in a bubble. And they had not been exposed to anything else. Everyone wanted me to save the hospital as long as it didn’t personally affect them or if it didn’t change anything about their lifestyle here at the hospital. And I know that change is hard for a lot of people. But in order for us to move forward and in order for us to save the hospital, there had to be a tremendous amount of change that had to take place. Tremendous amount.

Angela Ammons: [00:08:35] And the board had only given me an 18 month contract. And they had wanted to only give me a year contract at first. And I was like, “There’s no way you can do anything in a year. I know that I’m an RN. I know I’ve had a CEO role before. But I’m going to need a little bit more time.” So, 18 months I felt was huge immense amount of pressure to get in, shake things up, and to see where we could go. And, you know, every day as I was playing that game – and if you play the game at the fair or whatever, Whac-A-Mole, the little mole pops up and you hit it and the next one pops up – I felt like I was just chasing moles every single day.

Angela Ammons: [00:09:11] But the culture, for a good part of it, was somewhat toxic. I had some very good people in my C-suite who are very supportive. They understood that a lot of change needed to happen. But, for example, on my first day on the job, I had an employee who refused to shake my hand as the new CEO, who refused to be introduced to me.

Angela Ammons: [00:09:32] And it had taken me aback because I had been employed since I was 15 years old, working two to three jobs at times. And it didn’t matter what job I held, whether it was the waitress at Chinese or I was working in retail or I was working in an engineering co., there is this level of respect that you give to people who are your managers or the position they hold or just respect for the next human being. So, I just remember walking away from the employee, “You know what? They don’t want to meet me right now. I will come back.” Thinking, “What in the world?”

Angela Ammons: [00:10:04] And then, I remember a nurse who refused to even look up from the desk and speak to me until I finally had to tap on the desk and say, “Did you not hear me say hello?” They’re like, “Oh, yeah. I heard you.” and I was like, “Okay. So, this is going to be a very interesting job here.” But it was just whatever was allowed. There was limited accountability, very limited follow through, very limited amount of expectation set. And I think that previous CEOs had done the best they could, but it was just an immense project. So, I just started to decide to chip away at the little things.

Angela Ammons: [00:10:42] And a very wise woman in a church that used to give advice to all of the new newlyweds, and she said, “Honey, you need to start out like you can call it out.” And then, new women like, “What are you talking about? What does that mean?” “If you want to be sugar and kisses and full face of makeup every single day, you got to do that for the rest of your life. Because it’s not fair to the husband when three months in, you’re tired of that and you revert back to another lifestyle.”

Angela Ammons: [00:11:11] So, I’ve taken that kind of advice into the business. It’s hard for you to start out easy and then have to get harder because your employees are not going to understand that. So, I believe in being tough but fair and being very direct from the get-go. Tons of respect in there, but I had to be very direct with some of the things.

Angela Ammons: [00:11:31] So, I remember going to my CNN and she is a phenomenal employee, and I don’t know what I would do without her. But I told her about my experience with a nurse and I said, “Get it cleaned up and get it fixed immediately or I’m going to have to take care of the issue.” Because if she’s doing that to me as a CEO, I don’t know what she’s doing to the public, so we need to rectify the situation immediately. But it was just instances like that.

Angela Ammons: [00:11:55] And then, the community being an outsider, not from here, being half Asian, I think, has been hard to accept at times. There’s a lot of judgment, especially when you’re a female CEO and you’re taking on a role like this. And I even heard negative comments from people who I thought were my friends about how I potentially got the job. And so, it was just hard during that first year to be tasked with trying to save a hospital, changed the culture, and then dealing with the personal attacks that come with that.

Angela Ammons: [00:12:26] And it’s still not easy. I think once a quarter, I make someone upset in the community. I’m in this closed Facebook group, How do we remove the new administrator? Now, I’ve been here four years, so maybe when I’m here ten years and I’m still here, maybe I won’t be new anymore. So, that happens on a consistent basis. So, it’s just one of those things.

Angela Ammons: [00:12:46] But, Jamie, looking back, I believe that my entire childhood in lifetime prepared me for the things and the challenges that I had to face here. Because if someone had a very sheltered lifestyle and someone had to overcome a lot of obstacles had been put in situations where people were just really horrendous to you, I think they would have walked out the door. And people have walked out the door. And sometimes when I had insults hurled at me, I’m like, “Is that the best you can do? Because I’ve heard a lot worse. That doesn’t bother me at all.” So, I think that helped prepare me for this position and maybe other things in the future. I don’t know.

Jamie Gassmann: [00:13:26] Wow. Yeah. And that definitely sounds really challenging because you’re trying to make a difference. And, you know, having people understand and provide that respect to help along the way would make it that much easier. But it’s almost like they’ve created those obstacles. Because change is hard. I mean, change management, especially in an organization where it sounds like they probably had multiple CEOs that come and gone prior to you coming on board while they’re trying to fix the situation, and creating change can bring so many additional obstacles in it of itself.

Jamie Gassmann: [00:14:05] So, how did you approach that? What were some of the ways that you approach that change management process, knowing that you are already getting kind of some deflection of frustrated feelings and disrespect? And how did you kind of implement that? What were some of the ways that you approached that, that you feel helped to kind of overcome some of those challenges?

Angela Ammons: [00:14:26] Well, it was a multifaceted approach. And some days I thought I had it nailed down to a science. And then, sometimes you have to start back to the first page. I created a whiteboard. I had a whiteboard hung in my room and I created wants and needs. And I think I’m on my second or third whiteboard, where I had to erase it and start all over again. And I had to focus every single day on the things that absolutely had to happen, whether it’s applying for accreditation, looking at our charge master, going back and looking at policies and procedures.

Angela Ammons: [00:14:58] And things that are supposed to happen on a routine basis hadn’t happened in years. So, not only was it you had to get it done, but you’re looking at ten plus years of work that you had to go through. But just looking at that and being able to cross off with a red marker the things that we accomplished kept me going. And rallying the team, I had to make sure that the board had my back 100 percent. And at times, it can feel like they don’t. But you have to remember the end goal. And to remember as long as you know that you’re performing at your best capacity, your feeling for that day cannot be dependent on the feedback you get from somebody else.

Angela Ammons: [00:15:41] And being a novice CEO, being very new at my role, and being unsteady for the first six months, I probably caused a lot of undue stress upon myself wanting positive feedback, wanting you’re doing a great job, wanting the employee’s light. I mean, guess what? I didn’t get it. I didn’t get it at all from the community. And I’ve had some bad discussions with boards and with employees. So then, I had come to a sharp realization, like, “Angela, you’re wanting fuel for your fire that you’re not going to get. You’re going to have to learn to smoke that thing on your own. And not wait for positive feedback. Just keep your head down and do the best you could.”

Angela Ammons: [00:16:21] So, I created a good team of immediate support in the C-suite, and I was very direct with all of them. I said, “Look, I’m a very transparent person. I’m never going to be 100 percent right all the time. I will fail. I will do my best to admit the times that I failed. But I need you to be able to admit that with me as well. Together, let’s come up with solution. Don’t think you have to hide anything. I don’t want you to hide anything. If you don’t know an answer to something, just admit that because I’m going to do the same thing with you.”

Angela Ammons: [00:16:49] And we set some goals and we gave everybody a toolbox to be able to reach those goals. And if you couldn’t get there, we had to give you the opportunity to seek employment elsewhere. And a lot of people in our accounting thought this hospital was established to be an employer of Clinch County, and that cannot be farther from the truth. The hospital was established to provide excellent patient care for anyone that came to that door. And we are tasked with making sure that we have the right people in place to do that.

Angela Ammons: [00:17:17] So, there is a lot of nepotism that we had to alleviate within the facility. And there are a lot of hurt feelings associated with that. And a lot of people just thought it was a personal attack, but that wasn’t true. So, that was one of the things that we had to do and we’re still facing. And I think that a lot of people – a lot more, the percentage shifting, to where people understand that. And I used to tell my children and I still do, “Remember, you are the average of your friends. Look around at your friends. If you don’t like what you see, you need to do a little bit of introspection because you’re probably that average.”

Angela Ammons: [00:17:56] So, when I became CEO, there were years of people that I had worked with who had heard I taken the position and said, “Angela, we always want to continue to work with you and for you. If anything comes open, let us know.” So, for the first time in several years, we had people who could get jobs anywhere, but they were choosing to come and work in little Clinch County, BSN, master’s degrees, years of experience with compliance, and so forth.

Angela Ammons: [00:18:22] And so, that made my job a lot easier, is, having a great team and the same work ethic that I did, and who believed in just staying until the work was done, and being honest and laughing at each other. Now, there has been times when we have had a lot spats back in the day. We leave with the respect that we’re just here for the common goal. And I think if it had not been years of me doing the best I can in previous jobs, that reputation would have not followed me.

Angela Ammons: [00:18:50] And so, whenever we have new nurses come in or anybody through orientation, I ask that I have a few minutes to introduce myself and speak to everyone. And I tell them, you are in a constant job interview every single day you show up for work, whether you believe it or not. So, it’s important for your uniform to be right. The dress code is appropriate, for your personality to be on spot, because you don’t know the person that you’re working with next to you will be a future employer, a future reference, a future anything.

Angela Ammons: [00:19:18] So, that’s the way I try to operate in. That, I don’t know if any of the people that are working for me, I may not be working for them in the future. But I think that has what helped me be as successful as I am and to attain the positions that I did. Earlier on, when you’re homeless and you’re by yourself and you don’t have anyone to help you, there have been some pretty dark moments in my life whether it’s the shame, or the realization, or the lack, the only person that can change for you is you. There isn’t one person in the face of this Earth that owes you anything. Not one thing.

Angela Ammons: [00:19:57] And if you want to change the directory for your life, you got to get out and work for it. And that meant working three jobs. That meant going back to college. After you get off your second job and doing night classes, but keeping that mindset that whatever you want to have in life, you work for it and it’s not handed to you, I think, really has helped us, as a team, here at Clinch Memorial Hospital to get some of the recognition and the notoriety that we have thus far.

Jamie Gassmann: [00:20:24] Yeah. Which sounds well deserved and it’s great. I love that concept of, you know, show up to work like you’re always on a job interview. I always say it goes the same way when I’m traveling, I always travel dressed ready for potentially anybody that I might meet because you never know who you might be sitting next to. You don’t know who you’re going to run into.

Angela Ammons: [00:20:44] That’s so true. It never fails. The day you leave the house without makeup because you’re just going to run to the store, ripped t-shirt or something because you’ve been cleaning all day, you see someone. I’m like, “Oh, my gosh. There’s no second chance of this ever again.”

Jamie Gassmann: [00:21:00] Totally. Yes. I love that concept in the work environment of always showing up like you’re going to be in a job interview, because I love that thinking of always putting your best foot forward every day.

Jamie Gassmann: [00:21:14] So, you know, with the hospital, obviously, you mentioned it’s rural and you’ve kind of touched on some of those challenges with the nepotism and changing kind of the perception of the community to the hospital. With it being rural, what are some of the benefits that it has? But then, also, what are some of the challenges or obstacles you’ve had to overcome with it being a rural hospital? Are there things that have created maybe some barriers to it being more rural-ly – I don’t even know if that’s a word – rural in Georgia?

Angela Ammons: [00:21:51] It is extremely challenging for us because rural usually means high poverty rate. So, getting people to use your hospital or ancillary services is extremely hard because you usually have a higher uninsured rate, or Medicaid, or you really don’t qualify for that. And along with that, too, sometimes comes with a lack of understanding due to a lack of education. Most of the people who do go off to get college degrees, stay in the area that they’re getting the college degree from. And very few move back.

Angela Ammons: [00:22:24] So, we have a problem with outmigration and just a complete lack of understanding and the mindset of, “We’ve always done it this way. Why do we have to change?” Well, there can be no success without change.

Angela Ammons: [00:22:37] A very good friend of mine who happens to work here, so there can absolutely be zero growth, personal or professional, without conflict. So, it’s going to mean there’s going to be a time of being uncomfortable or a little bit different in order for us to see some change. So, that’s hard.

Angela Ammons: [00:22:54] And one of the things that was challenging for us coming in was that, we were a hospital that was slated to be closed. We were on the closure list. And hardly anyone had ever heard of us. We were sometimes confused with a hospital in Charleston County that closed in 2014. So, going in as the underdog and having everyone who could go to the back for you, the legislators, your representatives, people who wanted to issue grants knowing that you might be a sinking ship, they did not want to work with us. So, that was extremely difficult and extremely challenging.

Angela Ammons: [00:23:31] And then, having a board who is a good hearted board but was void of the health care management aspect, didn’t understand a lot of the terms of a critical access hospital. See, critical access hospitals are set up much differently than PPS hospitals. Usually in any business, if you want to make a profit and you save money, you cut back and you put money in the bank. Critical access hospitals are set up differently. So, we get 101 percent of all of our charges that are presented to Medicare. And at the end of the year, we do a cost report. And if we have not reinvested every dollar that Medicare gave us, we have to give them money back.

Angela Ammons: [00:24:12] In trying to get the board and people to understand why is that new CEO buying all of these IV pumps, or upgrading their computer systems, or hiring more people, or why does she increase salaries? Because all of that goes in our cost report. And so, it’s a game. It’s a game how to play this and how to navigate that to make sure that we get credit for every dollar that comes through here. And at times it can be very, very stressful. If you’re facing a possible payback at the end of the year because you worked so hard, your staff worked so hard, the last thing you want to do is write a check for a million dollars back to Medicare. I mean, it’s just so defeating to do that.

Angela Ammons: [00:24:53] So, understanding the nuances of that and trying to get your hands and head wrapped around that was extremely challenging because the community would post something in the paper to the editor, “Why did she get rid of this long term provider in the community?” Well, it really was not feasible for us to continue in this relationship. Or, “Why is she buying a car for an employee?” And so, a couple of years ago, we were trying to find a creative way to keep employees here, to retain them, and to recruit them.

Angela Ammons: [00:25:23] And I did not like sign on bonuses because that defeated everything that anyone had been here for years in the work that they were doing. So, what we did was created a driving excellence program. So, every two weeks, if an employee signed off on your time, you worked your scheduled hours, and you did not call out, your name was put into a drawing. And every quarter, we gave away $500 from that drawing. And then, we put your name back in the bucket, and every year we gave away a car to an employee.

Angela Ammons: [00:25:54] So, that got a lot of publicity for us, and there is a lot of people who wanted to come work for us because we were thinking outside the box. But the community can’t understand that, and I tried to explain to them, “Well, depending on a cost report, if you know the employee that we give it to, it’s not the face value of the cost of this car.”

Angela Ammons: [00:26:12] And every time an RN leaves our facility, the average cost for recruitment and retention and getting it back is $50,000 every time a registered nurse leaves you. So, if we have ten registered nurses walk out the door every yea, it’s costing us so much money. So, this is a very little small effort that we can do with that type of thing. But getting the community to understand that has been hard at times, but we just keep pressing on trying to think outside the box and doing things that we’ve never done before.

Angela Ammons: [00:26:41] We created a farm to table approach in the middle of the pandemic. We had a lot of farmers locally who couldn’t get their vegetables and produce and fruit to the market because the pandemic shut everything down. And one of the farmers reached out to me and said, “Angela, can you buy some blueberries? All of our suppliers have just dried up and they’re just down on the vine.” “Absolutely.”

Angela Ammons: [00:27:01] And so, I started getting my mind thinking, the restaurants may be closed in New York and Atlanta, but every hospital in this nation is still open. How can we help our local farmers? So, I picked up the phone, I called some other hospitals and they bought some. We started this food collaborative in which offset to another thing where we try to give our employees B-grade vegetables from local farmers so they won’t go to waste in the field. We can’t really give you money all the time, but, hey, instead of you leaving having to go to a grocery store, here’s some nutritious food straight from the fields from our local farmers. So, it’s little things like that we try to do to be creative, which is a challenge.

Jamie Gassmann: [00:27:38] Absolutely. But what’s really cool about that is you’re supporting your community while helping your employees. It’s almost like a win-win-win. Like, it’s kind of helping to keep them motivated and feeling good about the work they’re doing, but also helping others in that community with getting their produce to somebody who can buy it. That’s amazing. What a great story.

Jamie Gassmann: [00:28:00] And, obviously, you’ve overcome a lot of these challenges. You’re risen kind of like a phoenix in a way. You know, you’ve also leveraged mentors and other leaders kind of in your network along the way with that. Can you talk about how important that has been or how that helped you in being able to have that comfortability to reach out to other leaders and ask questions and get support from them?

Angela Ammons: [00:28:26] Sure. Well, I think my background created a boldness inside of me. So, I’m like, “What have I got to lose?” I mean, I’ve probably been embarrassed to the most extent. So, I’m one of those people who will be completely transparent and vulnerable. And I think this is something that executives or anyone in any workplace need to understand, not everyone should fake it until you make it, because you may end up making a complete fool out of yourself.

Angela Ammons: [00:28:51] The next person at the next cubicle or the CEO at your competitor could feel just as uneasy or insecure about various roles that they must fulfill. So, the best thing you can do and the best thing that I did was to be very upfront about the things I did not know, and to asked for help. Now, being vulnerable meant that a lot of people tell me no, or didn’t return my phone call, or pretty much said, “No. You’re CEO now, you figure it out.” And I was shocked when I got those kind of responses because I was always in the nature, if someone needs help, I’m going to do everything I possibly can to help them. I’m the person who does that.

Angela Ammons: [00:29:33] And I shared this with somebody else before when I talked about mentors, and I’ve had some really good mentors. The best mentors in my life have been the people who have been the meanest and dirtiest in my life. I have learned more from that than anybody else, because I have sworn to myself with those interactions, I am going to be so far away on the spectrum of where you are so I can never be like you. And what do I need to do so that I’m not like this?

Angela Ammons: [00:30:03] And I think reaching out for help, it leaves you open to placing trust in people you shouldn’t place trust in, but that’s okay. Place the trust anyway. Be very cautious, but extend the olive ranch and place that trust. So, reaching out to a mentor on my first day in the job here was something that took a lot of guts. I knew what I didn’t know. And I knew that as a new CEO, I needed some help here.

Angela Ammons: [00:30:33] So, I had researched powerful CEOs who are doing something to shake things up in the critical access world. And Robin Ralph’s name popped up and I cold called her on the first day. I was like, “Robin, you don’t know who I am.” And the gods smiled upon me because she answered the phone. It didn’t go to a secretary or anything. She answered the phone and I said, “I’m Angela. This is my first day on the job as a CEO in this critical access hospital. I don’t know a lot, but I know I need a mentor. Would you be my mentor?” And she agreed and we developed a relationship and I have learned a tremendous amount in these last three years from her.

Angela Ammons: [00:31:11] But taking that chance and letting her open doors for me led me to meeting other people, and introduced myself, and really stepping outside of my comfort zone. I’m a huge introvert. I mean, I’m on all day and there’s nothing more than what I want to do is get curled up at home with my dog and cat, read a book, and stay inside. And I can stay inside the house for an entire weekend. But I had to learn that my position meant for me to get out of my comfort zone and network.

Angela Ammons: [00:31:40] So, I remember the first conference I ever went to. I shut out to some of the sessions that was going on, and I ran right back to my hotel room. I wanted to avoid the cocktail hour, the meet and greet hour, because I felt that I was not adequate enough to mix and mingle with other CEOs, even though I held the title as CEO, even though I was pursuing a master’s degree, even though I had to overcome so much that would put people in a grave. And that would stop people.

Angela Ammons: [00:32:11] Years ago, I let my inner voice tell me, “You are not there yet. How dare you get out there and give a business card, introduce yourself as a CEO when you’re so new in the game?” But you know what? I’m looking back now and I wish that had not stopped me. And we let our inner voice of fear stop us from stepping out and obtaining the things that we should obtain, and going after the things that we should because of that voice. And, also, criticisms from other people.

Angela Ammons: [00:32:38] And that year as a new CEO, I remember sitting in a session with this group called Hometown Help and someone won CEO of the Year, and I was like, “I’m going to win that one year. I promise you that.” The next year, I won it. And there are a lot of people who felt like I shouldn’t have gotten that award, and I knew it and I could sense it. There are people who have been CEOs of hospitals and rural hospitals for years and haven’t gotten it.

Angela Ammons: [00:33:04] And then, the next year, I was asked to give a keynote message or speech at the same conference and my opening line was, “A year ago today I received CEO of the Year award. Just like a lot of you who are sitting in this audience, I didn’t think I deserved it.” I can feel the tension break in the room. And being vulnerable in that moment, I felt let them be open to the rest of my speech and we got Hospital of the Year that year after that speech was over.

Angela Ammons: [00:33:35] But mentors have come in different shapes and sizes. Some of my biggest mentors now are my employees that work under me – and I hate to say work under me – work with me. There are some hard working, very smart, intelligent people that teach me things every single day. And I truly believe in being surrounded by people who are smarter than me. If I’m the smartest person in the room, I need to get out of the room, and I tell them that all the time. People who I thought were my mentors in the past surely were not. And I realize that now, but they were. I hate to say that because I’m still learning from them.

Angela Ammons: [00:34:15] And being in the position of being mentored, I think, it’s hugely important that I try to mentor someone. And I’m usually shocked and taken aback when I get someone that reaches out and say, “Would you mind being my mentor?” And I’m like, “You want me? Are you sure?” But sometimes people just want friendship to know that we’re not in this alone.

Angela Ammons: [00:34:36] So, I think it’s important that in any leadership position that we remember to give it back and pay back. And then, sometimes it really helps offset the pain and the sting of the criticism and stuff that you get when you’re trying to do your job.

Jamie Gassmann: [00:34:50] I love that concept of reaching out even just to be a friend or have somebody there. Because, you know, there’s a lot of leaders or there’s people that I’ve heard this from that say it’s very lonely at the top. And from what it sounds like to you, you’ve really taken an opportunity to embrace those that are either working with you or can help you in some way from a networking perspective. And, you know, ones that may be a little bit more negative, you’re going, “Yep. That’s not what I want to be, so that helps me to grow as a leader.” But, you know, really kind of finding a way to not be lonely at the top so that you can continue to thrive in a way, very interesting.

Angela Ammons: [00:35:29] Hugely important. Yes.

Jamie Gassmann: [00:35:31] Yeah. Absolutely. And you’ve navigated a lot of discomfort when you’ve been put in different situations. I know you shared some on having to choose your battles as you moved into this role. Can you talk a little bit about that? Because I know sometimes, you know, when you get into that leadership role and you go into a meeting, you’re like, “Okay. This is something I have an opinion on. I should fight for it.”

[00:35:52] But I think what was really interesting about a previous conversation you and I had where you shared some examples of, “Yep. That’s not a battle I’m going to take on. I’m going to choose my time when I take that battle on.” Share a little bit about that and how you were able to kind of learn some control on that in choosing your battle, because you ran into some several obstacles where you had to do that.

Angela Ammons: [00:36:14] I did. I did. Several comments I want to make about that. One is that, you can’t want more for people than they want for themselves. The disappointment stops when you realize that. And I’m still trying to get past this, I hire really quickly and I fire slow. And a lot of times people think that, “Oh, this person has positions, so they should know better. They already should know better.” But that’s not true. You’ve got to be able to have some very tough conversations.

Angela Ammons: [00:36:44] Now, don’t criticize a person every single day that they’re walking in the door. But for the bigger things or for, “Hey, do you want to help with this?” And let me tell you how I thought this meeting went today. The same thing with my board, they’re a fairly new board when I started and we are each trying to prove ourselves. And there are some very tense conversations that we’ve had to have. And me not having that boardroom experience before, I learned that I had to learn how to regain or gain my composure and post questions in a different manner. Or if I didn’t get it yesterday, it doesn’t mean it was a permanent no. I just had to redirect and find out what the root cause of the issue was and then just reask in a different time.

Angela Ammons: [00:37:26] So, I learned that I don’t have to go in and be the fist on the table or get my way. And instead of going, “Are you crazy? Did I just really hear that come out of your mouth?” That I may not get such a great response and said I can word it like, “I really appreciate your feedback on that. Can you explain or elaborate a little bit further on what you’re trying to convey here? Because I’m not quite sure I’m on the same page with you.” The same thing, but completely different ways of saying it.

Angela Ammons: [00:37:58] And it was very hard for me to come in to this environment because there are some very strong personalities. And anyone who’s ever managed a team of physicians or have had to be a CEO of a hospital or a physician practice, physicians at time can be hard to manage, especially if they’ve been allowed to run the show for an extended period of time.

Angela Ammons: [00:38:24] And we, as females, not only do we constantly second guess, or do I deserve to be in this position? Should I ask for a raise because I’m not sure I deserve that? Should I say no to this, even though I know it’s out of my scope of practice because I really have got to prove myself? Not only that, but then we have to balance the inner voice of, you’re fat. If you’re a little bit skinnier, you look better in that suit. Or, do you really need to eat that donut today? Should you be in both sides of that bagel, Angela, before you came to the office? But we constantly worry about our image.

Angela Ammons: [00:38:59] And so, I remember a physician who was well-respected in the community. When I walked into a meeting – it was a med staff meeting – he called me out and he says, “Miss Ammons, have you lost any weight because it doesn’t look like it?” And this is with a team of other professionals and doctors. And, really, I just kind of giggled uncomfortably.

Angela Ammons: [00:39:20] And after the meeting, I said, “Is this something that happens all the time?” “Well, yes, that’s just how he is. You just have to deal with it.” I was like, “No. Let’s not have to deal with it.” Other people say, “Oh, just don’t worry about it. That’s how they are.” I’m like, “You don’t understand something, in any other setting, this person would have a lawsuit against them, if you’re telling me this is how they treat everyone.”

Angela Ammons: [00:39:42] So, I have my back against the wall just because I didn’t have another physician so forth. So, I tell myself, “You’re going to fight this battle, but you’re going to fight it at the right time.” But, still, I would get a phone call randomly, a phone call from this person they’re saying, “AA -” because Angela Ammons “- I only have one question for you.” And I say, “Yes. What’s your question?” “Are you still fat?” And they would laugh and hang up the phone. And I’m a size eight to ten, average female in American sport team, so I never considered myself fat. We all do a little bit. But I was like, “Oh, my God. Not only do I have to worry about three days cash-on-hand and payroll, I’ve got some idiot asking me about my weight in a professional setting.” I’m like, “Oh, my god.”

Angela Ammons: [00:40:23] And then, I would walk in to a performance improvement meeting, a CQI meeting, and this person would say, “I think our next performance improvement plan should be to reduce Ms. Ammon’s BMI because she’s really not overweight. She’s clinically obese. And I would appreciate it when you go on your walking clubs, if you happen to run past my house, you call me and tell me so I could hold my China cabinet in place so the China doesn’t bounce out.”

Angela Ammons: [00:40:48] And I remember a new physician that I hired sitting there staring at him and his color is getting red because he was new and he didn’t know how to navigate it. He was just like, “I cannot believe this behavior is happening here.” But another time and another place, I was able to address it head on. And that behavior towards me does not happen any longer. I was able to stop it. And I believe that I have gained enough respect for myself that I could go to anybody in the community and say, “This is a behavior that’s happening. We could get sued for this type of behavior. This is lateral violence and harassment. This will not be tolerated in our facility anymore.” And I said that.

Angela Ammons: [00:41:31] And so, as far as I know, it has stopped. But I had to remind myself that I cannot walk out the door every time you got an easy for me, or every time it was not comfortable, or every time I wasn’t getting flowers and champagne tossed at me for doing a good job. When you’re in a position of power, a CEO, CFO, manager, owner of your business, you’ve got to remember what your goal is, your end goal. And it’s not going to get any easier in any other facility or business you go to. It’s just going to be the same type of person. It’s just a different name.

Angela Ammons: [00:42:08] And you’ve got to tell yourself, what’s my end goal? What can I tolerate? It’s not going to be on the the ledge of being illegal. But you just have to keep your head up and keep going because every single employee in this facility needed me to do that. And I couldn’t take it personally. I just had to let it just roll off, like, this is something you have to face every single day or intermittently. But you have to remember you’re here to save the hospital and you’re not going to get a parade every single day when you come in here. It’s just not going to happen. And I think people forget that. I think at times we’re a little bit more sensitive than we should be, and we walk out the door, and then we forget the true mission of what we were set to do here.

Jamie Gassmann: [00:42:53] Yeah. Well, that was one of those moments where planning your time to address it when you could make the biggest impact as opposed to trying to navigate that too soon and not getting to that end goal that you were set.

Angela Ammons: [00:43:08] Sure. Because he wanted to squabble. If I wanted to do an immediate squabble back and forth, then I think everyone at that table would lose respect for both of us. And I need that respect. It had not been lost for me, and I wasn’t going to do anything to add fuel to that fire. So, you can get in a fight. Sure, fights are very easy, a verbal squabble, but I knew that I need to hold my place and time, and I would have my due day of being able to reckon.

Jamie Gassmann: [00:43:33] Yeah. Absolutely. And good for you, because that would have been a really hard one to sit and take. But then, I admire your strength in that moment to just, you know, “Okay. All right.”

Angela Ammons: [00:43:46] Yeah. And then, sometimes you have to have private conversations with someone which is acting very irresponsibly, and you really felt they didn’t know any better. Very young people, they graduate and immediately, “I have my master’s degree. I know what I’m doing.” Or, “I have my bachelor’s degree, you can’t tell me everything because my degree at Georgia Southern has told me everything,” or my degree at UGA.

Angela Ammons: [00:44:07] And sometimes you have to pull someone down, sit them down and say, “Private conversation between you and me, where do you want to go and live? What you’re doing now is never going to get you there. So, if you want to listen to my advice, I’m about to tell you that.” And those conversations can be extremely hard because these people are so young and fragile, sometimes 22 or 23 or just graduating college. And they probably have a dozen trophies at home where they’ve got a trophy just for showing up. So, having someone have a hard conversation with them are very difficult.

Angela Ammons: [00:44:40] Well, I’d much rather have hard conversations, performance improvement plans to help them achieve the goals that I have for them just to fire somebody every six months or a year just because it’s not working out. And I think too many times, executives and people in leadership roles look the other way. But the idea they should know better. Why do I need to tell them that? People need to be told. I need to be checked. If I roll my eyes and I don’t catch it, I have people who’s going to be, “Angela, your facial expression.” Or, “Angela, you got a little bit loud in that meeting. You shouldn’t do that.” I have people in place to check me. And that’s so important.

Jamie Gassmann: [00:45:18] Yeah. Oh, I love that. We’re going to jump into a commercial from our sponsor real quick. So, Workplace MVP is sponsored by R3 Continuum. R3 Continuum is a global leader in providing expert, reliable, responsive, and tailored behavioral health disruption and violent solutions to promote workplace well-being and performance in the face of an ever changing and often unpredictable world. Learn more about how R3 Continuum can tailor a solution for your organization’s unique challenges by visiting r3c.com today.

Jamie Gassmann: [00:45:52] So, I like that thinking about having somebody in place to check yourself. That is so spot on. I completely would agree with that. And I tell my staff as well, you know, “It’s okay to call me if I’m on something too. I expect the same in response.” So, in looking at some of the key learnings that you have as a leader since taking on this role, what would some of those be?

Angela Ammons: [00:46:22] One of the biggest things is, never stop learning. Some people are like, “I’m CEO. I never have to go back to anything because I don’t need to know anything else.” That is not true. I work – and I think all of you probably – ungodly hours, but I’m always looking for other avenues to learn and improve. Is there a conference that I can attend? Is there a podcast I need to regularly listen to you on my commute? What books do I need to read? Who do I need to continue to mentor me so that I can be sharpened? Because iron sharpens iron, right?

Angela Ammons: [00:46:53] So, a lot of people would not have done this. And a good friend of mine said, “I would have never made this call if I were you. You’ve got some guts.” After winning Hospital of the Year award, which is a back up to being CEO of the Year award. Which, also, in the middle somewhere, I was featured in Time Magazine, this hospital was featured in Time Magazine for some of the work we’ve done, I couldn’t understand something on the financials of our financial report.

Angela Ammons: [00:47:19] And I had a good friend who’s the CEO and CFO at another hospital, and I reached out to him, Kerry Trapnell at Elbert Memorial. He’s been a godsend to me. And I said, “Kerry, I don’t understand this. Can you help explain this? And maybe we should put this in another format?” Well, a lot of people would have responded, “Didn’t you just win Hospital of the Year? You’re supposed to be the rock star, why are you asking for help?” He didn’t. He’s like, “Sure. What do you want me to show you? What you want me to do?”

Angela Ammons: [00:47:46] And without being vulnerable and asking for help, I would still be in that one place. So, I think it’s important for us to realize when we need help. Don’t be afraid to ask for it. And to continue to educate ourselves. I mean, I thought I was done with school. But, now, I’m thinking, maybe I need an MHA on top of an MBA. And maybe I need to join these organizations so that I can continue to be better, because you don’t know what the future holds for you.

Angela Ammons: [00:48:18] When I was a 15 year old high school dropout waiting tables at Shoney’s, and that was when they had the awful ugly uniforms back in the day – I don’t know if you have eaten at Shoney’s, but it was a green wrap around polyester skirt and this green and brown plaid top. I couldn’t see past me paying the bills at the end of the month and working there. So, you never know what the future is going to hold for you. You never know what’s going to become of that. So, always try to prepare yourself to be better.

Angela Ammons: [00:48:46] And I remember going to yard sales and checking out books during that time I was a dropout, whether it was law books, it was college books on geometry, and so forth. I’m telling myself, “Okay. You may not be officially enrolled in school, but you need to read over this. You need to try to get ahead of the game and that type of thing.” So, I think it’s incredibly important to continue to educate yourself and to learn from other people. I think that’s probably the best advice that I can give everyone.

Jamie Gassmann: [00:49:15] Great. So, in looking at your career and how you’ve grown, I know you’ve mentioned it a couple of times that voice of fear in your head that we all have. And what I’m curious about is, how do you overcome that voice of fear? It’s almost like imposter syndrome, right? Especially when you get into leadership roles, sometimes you show up at that table like, “Wow. Do I really belong at this table?” And it’s like, “But you do.”

Jamie Gassmann: [00:49:42] How do you find that voice of believing in yourself? Because there’s a reason you’re at that table. You earned it. You’ve mastered certain things that have gotten you to there, even if it’s not educational or any of that, it’s your work ethic, your integrity. There’s so many other things that get people into those roles. Can you talk through how you overcome that fear? How do you make sure that you show up believing in yourself, whether it’s a meeting, or it’s a presentation, or it’s just the day-to-day workplace?

Angela Ammons: [00:50:14] Sure. I still wrestle with that every single day. That voice has probably gotten a lot quieter over the last couple of years. And I think I can attribute that to being very real and honest with myself. Because even very influential and successful people may suffer from imposter syndrome. They may not even realize they have it yet. And you can see the definition and you’re like, “Oh, my God. That’s me.” Because I remember reading the definition, I’m like, “Oh, there is a term for what I do, for what I say to myself. I can’t believe it.” But being honest with yourself and saying, “Yeah, Angela, you did screw up royally today. You blessed that employee out today and you should’ve never done that. You know what? Get over it. It’s going to be okay.”

Angela Ammons: [00:51:02] Finding the people who will be honest and truthful to you, whether you want them to or not, is truly important. And I have two of those people in my life. I remember my good friend will say, “Do you want me to validate you or do you want me to be honest?” And I’m like, “I want you to be honest.” He said, “Okay. Then, this is this and this.” And there are times when you can get dark, and you’ve had a succession of really bad decisions, or there has been immense pressure at work, and you feel like there’s no end to it, and I can recall even this weekend of hearing the negativity seep in.

Angela Ammons: [00:51:38] But you know what? I set a time limit for it. After about five minutes, that’s enough. There’s not going to be any more of this, because if it was your friend, your children, your loved one, you’re personally speaking to them the way we speak to ourselves, you would immediately intervene and say, “You’re not talking to my husband like that, or my child, or my best friend. She is my girlfriend. What are you doing talking about her like that?” We have to have that same respect for ourselves.

Angela Ammons: [00:52:05] And I’ve learned that more in the last two years than my entire life, “Angela, stop talking to yourself like that. Look at everything you’ve accomplished. Look how great your children are, your life. So, what you messed up yesterday? What about all of the other successes you’ve done?” So, I think at times, even if you need to put it down on paper and then when I do that, I’m like, “Oh, my gosh. I guess we have them pretty good.” And then, you have to accept the failures and say it’s a failure, but it’s only a true failure if you repeat it over and over and over again.

Angela Ammons: [00:52:37] And checking yourself with your mentors and being truly vulnerable with your staff. Whenever we accomplish something, I’m telling you, guys, it’s because of this wonderful team of people that work with me. And I congratulate them. And I talk about this team let us in Time Magazine. This team helped us get CEO of the Year award. This team enables me to go to this conference and speak because if the hospital wasn’t running well, I couldn’t leave.

Angela Ammons: [00:53:04] But when you fail at something, I think it’s truly important, very, very important for your employees to hear that you failed at something. I would say in a minute, “Guys, I’m late for that email I did, so that’s being paid late because of me. It’s not because of you,” and I would tell them that. Or, “Guys, it’s my fault. I dropped the ball on this. I can’t let you down, but it’s not going to happen again.”

Angela Ammons: [00:53:28] So, I think it’s truly important for you to do that to be real, have other people check you, and for you to protect yourself, and to defend yourself like you would do the loved ones in your life. You cannot get beat down or go into that dark place every single day, and then go up there and perform to be the light of your facility, for your home, for your friends, or anything if you’re constantly beating yourself down. I mean, you just can’t do that.

Angela Ammons: [00:53:58] And you think you don’t do it. But if you wake up five minutes late or you forget to turn off the alarm, you’ve already told yourself, “You’re so stupid, you can’t even set the alarm in the morning.” Or, “My gosh, Angela. This is the second pair of pants you put on and the buttons are about to burst. You’re CEO of a hospital and you can’t put down a bagel or you can’t reduce the carbs for 30 days.” And I talk this over with my girlfriends. And sometimes before you even leave the door and get in your car, you’ve already told yourself 20 negative things. And you’ve got to be able to stop recognizing it as it’s happening and stop it.

Angela Ammons: [00:54:32] And men do the same thing. I think they do it a little bit more quieter than most because they don’t feel like they can be as vulnerable as females, so they internalize that a lot. But you’ve got to stop beating yourself up. You’ve got to be honest with yourself, and be transparent, and vulnerable, and you got to give yourself credit for the things that you do.

Jamie Gassmann: [00:54:52] Yeah. That’s such great advice. I love it. Great, great conversation. This has been so much great information. And I think you shared some very vulnerable stories of truth around some of the challenges that you’ve overcome in taking on the CEO role, but also the successes as well that have come as a result. I mean, big congratulations on your awards and the recognition you’ve received. It’s very impressive and we’re so glad to have you on the show. If our listeners wanted to get a hold of you, maybe to ask questions or to seek a mentor, how can they do that?

Angela Ammons: [00:55:35] Well, they can go on our website and our direct line is there. But, Jamie, I’m going to ask that you offer my contact information for anyone to email me or call me. I’ll be more than happy to entertain, respond, meet someone that would like to know more about us or my story. I’m an open book.

Jamie Gassmann: [00:55:56] I love that. Well, thank you so much, Angela, for being on our show. It was such a pleasure to interview you and hear your story. And truly inspiring, I learned a lot from you. So, thank you so much. I really appreciate you being here.

Angela Ammons: [00:56:08] Well, thank you for having me on. I really appreciate it.

Jamie Gassmann: [00:56:11] Absolutely. And we also want to thank our show sponsor, R3 Continuum, for supporting the Workplace MVP podcast. And to our listeners, thank you for tuning in. If you’ve not already done so, make sure to subscribe so you get our most recent episodes and other resources. You can also follow our show on LinkedIn, Facebook, and Twitter at Workplace MVP. And if you are a workplace MVP or if you know someone who is, we want to know about it, so email us at info@workplace-mvp.com. Thank you all for joining us and have a great rest of your day.

 

 

Tagged With: angela ammons, clinch memorial hospital, Healthcare, hospital ceo, Jamie Gassmann, R3 Continuum, resilience, Rural Hospitals, turnaround management, turnarounds, Workplace MVP

Workplace MVP: John Baldino, Humareso

December 2, 2021 by John Ray

Humareso
Minneapolis St. Paul Studio
Workplace MVP: John Baldino, Humareso
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Humareso

Workplace MVP: John Baldino, Humareso

In an engaging conversation, John Baldino, President of Humareso, and host Jamie Gassmann review changes in the HR landscape changes over the last two years, important trends, and look ahead to 2022. They discuss flexibility in work arrangements, compensation and inflation, cultural fabric, diversity, equity and inclusion, and much more. Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

Humareso

Humareso is able to strategize with your company and develop plans to manage talent, recruit for skill gaps based on employee inventories, assess markets for growth, develop long-range succession plans and influence a culture of enthusiastic buy-in. Humareso handles all facets of employee engagement and business development. Humareso provides HR solutions and administration for small businesses trying to manage budget and growth.

Humareso sits strategically to support an organization’s vital talent needs. Talent is what they believe in cultivating. They look to drive organizational health through true employee engagement, strategic workforce planning and invested management training. Having a culture that values people, policy, and performance in the right measures is the differential needed to stand apart from other organizations. Whether your organization has 10 or 100,000 employees, dynamic human resources will build corporate strength and recognize talent contribution.

Company website | LinkedIn

John Baldino, MSHRD SPHR SHRM-SCP, Founder and President, Humareso

John Baldino, MSHRD SPHR SHRM-SCP, Founder and President, Humareso

With 30 years of human resources experience, John’s passion of setting contributors and companies up for success is still going strong.  John is a keynote for US and International Conferences where he shares content and thoughts on leadership, collaboration, and innovation, employee success, organizational design and development as well as inclusion and diversity.

He is the winner of the 2020 Greater Philadelphia HR Consultant of the Year award. John is currently the President of Humareso, a global human resources consulting firm, and the proud dad of 3 amazing young adults.

LinkedIn

R3 Continuum

R3 Continuum is a global leader in workplace behavioral health and security solutions. R3c helps ensure the psychological and physical safety of organizations and their people in today’s ever-changing and often unpredictable world. Through their continuum of tailored solutions, including evaluations, crisis response, executive optimization, protective services, and more, they help organizations maintain and cultivate a workplace of wellbeing so that their people can thrive. Learn more about R3c at www.r3c.com.

Company website | LinkedIn | Facebook | Twitter

About Workplace MVP

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, Workplace MVP, confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real-life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

Workplace MVP Host Jamie Gassmann

Jamie Gassmann, Host, “Workplace MVP”

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

TRANSCRIPT

Intro: [00:00:04] Broadcasting from the Business RadioX Studios, it’s time for Workplace MVP. Workplace MVP is brought to you by R3 Continuum, a global leader in workplace behavioral health, crisis, and security solutions. Now, here’s your host, Jamie Gassmann.

Jamie Gassmann: [00:00:30] Hi, everyone. Your host, Jamie Gassmann, here, and welcome to this episode of Workplace MVP. As we near the end of 2021 and gear up for 2022, I thought it would be a great time to reflect on what we, as business and H.R. leaders, have navigated over this last year. Some of the challenges and complexities experienced in 2020 followed us into 2021 and really never left. But just like with any year, 2021 brought focus and importance in areas of our business that needed to be focused on.

Jamie Gassmann: [00:01:03] And today, we will be talking with Workplace MVP John Baldino, President of Humareso, to share from his perspective when looking at the human side of business, what are the key areas of focus for H.R. and business leaders in 2021, and what does he see as areas of importance going into 2022. So, with that, welcome to the show, John.

John Baldino: [00:01:28] Hey, Jamie. Thanks so much for having me.

Jamie Gassmann: [00:01:30] Absolutely. I’m looking forward to connecting with you on this topic. I think you bring some great perspective. So, with that, let’s start out with learning a little bit about your career journey to being President of Humareso.

John Baldino: [00:01:45] So, yeah, thank you. It is one of the things that you alluded to, looking back on 2021, it’s 30 years for me involved this year with H.R., leadership development, organizational design and development. It’s frightening for that 30 years. I can’t believe it. But I’ve had a really great journey in terms of the kinds of organizations I’ve been able to be a part of. And so, through retail and restaurant, nonprofit, education, banking and finance, distribution and manufacturing, just so many areas of industry.

John Baldino: [00:02:26] And I got the privilege of starting Humareso in 2012, so it’s been a little over nine years, and it’s been a great time. Really, I’m thankful to say, a smart move to start the H.R. consulting firm that I did. And we’re just having a blast, honestly, with the work that we get to do with companies across the country, also in a variety of industries. So, it’s really fun.

Jamie Gassmann: [00:02:50] Yeah. And probably a great time right now, obviously. I’m sure your services are called upon even more as people are navigating different complexities and challenges that maybe they haven’t thought that they would experience. So, with that, tell us a little bit about Humareso, and what your organization does, and some of the services that you provide.

John Baldino: [00:03:13] Yeah. I try to tell people, we are as much of an all-in-one for everything H.R. as possible. And the way that we can do that is because we have some wonderful people on staff who are just phenomenal and they represent disciplined areas of H.R. And so, we support companies with a lot of, say, blocking and tackling, compliance administration, direct hire, recruiting, things that they need to get done day in, day out for that employee experience and life cycle.

John Baldino: [00:03:49] But we’re also involved with things that are a little beyond. So, technology, really an interesting path to constantly travel because technology changes so much. And what makes sense for a company at its particular genesis. So, you might use something today that when you double in size, you might not use next year. And so, helping navigate through that. But then, areas of mergers and acquisition, organizational development, learning management, executive coaching, just things where sometimes we overlook those components and think that they are nice to have.

John Baldino: [00:04:24] But, really, in the competitive marketplace today, they’re a must-have. You can’t just kind of put things aside anymore. You can’t ignore compensation. You can’t ignore employee sentiment. What’s happening with our people? Are they engaged? It’s not just how do you feel. It’s how are you productive. And so, I think organizations are much smarter about that than ever before. And so, we get a lot of opportunity to support companies doing a lot of that work.

Jamie Gassmann: [00:04:55] Yeah. Absolutely. It’s like the human side of business has become even more of a focal point and level of importance for businesses, particularly over this last year.

John Baldino: [00:05:06] For sure. For sure. And it’s funny, I mean, you and I have talked about this before, right? When people first connect with Humareso, they’re like, “I’m not sure how to say the name.” And I’m like, “It’s Humareso. It’s Italian for human resources.” And people are always like, “That’s fantastic.” That’s a total lie.

John Baldino: [00:05:27] But the focus for me is to get people to be thoughtful about that idea of human resources. It’s actually a global consideration. I appreciate the fact that in the U.S., we think of it as sort of a department. But, really, it’s a functional relational component of how organizations exist and thrive across the globe.

John Baldino: [00:05:49] So, you’re right, that human-centered perspective is not merely emotional. And I hate to say it, I still get to talk to some CEOs who, “This is all kind of fluff, blah, blah, blah.” And usually, they’re the CEOs that are struggling the most. And I want to just say to them, “Listen. Relax. It doesn’t mean that you have to get a warm blanket and sit in front of a fireplace and just get in touch with your feelings. That’s not what this means. It means you have real people with real concerns and real desires to contribute in their work and in the organization. So, don’t overlook that. Pay attention.”

Jamie Gassmann: [00:06:27] Absolutely. And they want to do good work for you, especially if you show that care and compassion and value that they’re seeking.

John Baldino: [00:06:35] Absolutely.

Jamie Gassmann: [00:06:36] And, obviously, you kind of already mentioned, we’re going to be talking about trending over the last year. So, from your perspective, just to level set as we kind of get into this dialogue, if you were going to look at over this last year, what were some of the key trends that you feel were most impactful to the human side of business?

John Baldino: [00:06:58] I mean, listen, we can be buzzword and trendy for at least an hour, right? Certainly, I think from a new term, we saw this year that the phrase The Great Resignation being used, and people struggling to find talent to fill open roles, and all of the perspective that went along with that. It’s because of unemployment. It’s because people are lazy. And everybody is an armchair coach to tell you exactly what’s wrong with the world.

John Baldino: [00:07:33] In many ways, though, I think that I’ve also heard probably a better phrase, instead of The Great Resignation, I look back and see it as a great reshuffle. And I think what talent has chosen to do this past year is say, “Where can I best thrive? Where can I best invest? Who’s going to like the fact that I’m bringing what I bring to the table? Who will like it the most?” And that may mean that I take my toys and go to another company in order to do that. And so, the talent is still in the marketplace. It’s just reshuffled. It’s out of where it was and onto someplace else.

John Baldino: [00:08:13] And if your organization winds up being one of the organizations whose bench has cleared, you may need to look in the mirror long and hard as to why your organization is the one reshuffled out of as opposed to into. And so, I think for sure that’s something that organizations have had to pay attention to this past year differently.

John Baldino: [00:08:39] And let me just add this, too, I want to be respectful of data. There’s absolutely data that would say this past year – and I’ll try to do this. I might say it twice – there’s jobs that people are filling right now and open jobs where we need people. If you add that number together, it’s more than the number of people available to work. That there’s less people available for all the jobs that are possible, both currently filled and opened. Our birthrate is down. For every two adults, we’re trending at about 1.7. So, we’re not regenerating the same number and haven’t for years. And so, we’re seeing a little bit of that catching up with us, for sure. I’m not ignoring the data.

John Baldino: [00:09:27] But I would also say, there are companies that are able to hire and they have hundreds of people this past year, hundreds of people this past year. Well, where are they coming from? They may be coming from your company if you haven’t paid attention to what’s happening with your team.

Jamie Gassmann: [00:09:43] Yeah. Absolutely. And there were a couple of other areas, too, you mentioned, like from an entrepreneurial spirit with that next generation of workforce.

John Baldino: [00:09:53] I mean, you and I know, we have this spirit even within us. And I’ll speak for myself, I’m not a young person anymore. I pretend I am. I think like I am probably to the chagrin of my spouse. But I’m not really a young person.

John Baldino: [00:10:11] We’ve encouraged a very entrepreneurial approach to commerce. There are so many younger – and I do mean younger by age – who are coming out of school, who very much feel like I don’t ever want to work in-house for someone. I want to start my own company,” whether that’s a product or a service, whether it’s tech based or not. There are just opportunities all over the place. You can start your own website and have product delivered to somebody for $199. I mean, this dropship stuff is just like easy peasy now.

John Baldino: [00:10:49] And so, there’s people who are like, “The heck with that. I’m not working for Baldino. I’m going to work for myself.” And that entrepreneurial spirit you can’t ignore. And so, what has that done this past year? It’s actually taking people out of the workforce as well who don’t desire a W-2 relationship with a company. They don’t want it.

Jamie Gassmann: [00:11:09] So interesting. And I’ve seen that. And I think you and I will talk about it a little bit later about that shift to consulting work. And that we’ve seen some of the writing on the wall for that years before, even pre-COVID. And I’m always kind of looking at, “Well, pre-COVID that was already happening. It just expedited it.” Which we’ve seen across a lot of different other areas.

Jamie Gassmann: [00:11:35] And another area, too, that we’re going to talk about a little bit later is that diversity, equity, and inclusion focus in workplaces. And I think you have some really exciting things to share on that different perspectives of how a workplace can be looking at that within their own space as well.

John Baldino: [00:11:53] Absolutely. We’ll talk more about that. But for sure to at least whet the appetite, honestly, we’re watching verbal responses followed by physical movement from people who are saying, “You say you’re about these things -” organization “- but you’re not. And so, I’m calling you out on it. And if you don’t change it, I’m leaving because I can go somewhere where the value around equity and fostering a sense of belonging is real. It’s active. We can talk about it. I can point to it. And you just want me to know we hired diverse talent.”

John Baldino: [00:12:35] Well, first of all, what does that mean? And second of all, how long are they staying? Because you can hire diverse talent, let’s say, in certain buckets. But in six months, there’s a good chance they won’t be there if your organization isn’t prepped for it. And other people are now going out the door with those folks who’ve been brought in just because they represent some sort of diverse group. That’s not the way to do it.

Jamie Gassmann: [00:12:57] Yeah. No, it’s so exciting to talk about that with you in terms of some of your perspective of how you helped workplaces to really embrace that in a way that’s helpful and really demonstrating what it’s meant to demonstrate. So, that’ll be really exciting.

Jamie Gassmann: [00:13:15] So, diving into The Great Resignations, and we’ve all heard about that and the impact of that. And I think in some ways we probably saw that, but maybe differently than, you know, just hearing some of the data that you shared, probably maybe differently than what we maybe anticipated. I think maybe some retired earlier than they anticipated. And with that, we had people leaving the job market that would have maybe stayed, like, five years longer. But then, to your point, just having less amount of that employee candidate pool based on just there aren’t as many workers out there. So, talk to me a little bit about that trend of the great reshuffle and share kind of some of your perspective a little bit deeper on that.

John Baldino: [00:14:01] For sure. It’s really interesting, honestly, even with what you just shared, that, certainly, there were people who COVID amplified their desire to get out of the workforce. There are definitely people who took early retirement. There are people who were furloughed or laid off from their organization.

John Baldino: [00:14:22] And when the opportunity presented itself to return, they self-selected out and said, “This whole pandemic thing isn’t done yet. I’m not interested in trying to navigate what this means, masks, no masks, vaccines, no vaccine. I just don’t want to be involved with it. And so, I’m not coming back or certainly I’m not coming back to the degree that I used to work. I’ll come back part time -” which we’re seeing that as well “- not full time. I only want to take a role where I can work from home completely because perhaps I’m immunocompromised or I’m a caretaker and I’m concerned about being a carrier for some of these things.”

John Baldino: [00:15:05] So, from a health perspective, absolutely, that’s impacted some of that reshuffle. I’d also say from an opportunity standpoint. So, what do I mean? There are plenty of professionals pre-pandemic who were involved in the – I’m going to use the big industry title – hospitality industry, so that would be things like hotel, restaurants, concierge-based services, spas, all of those areas, who were laid off and laid off for months. And when they were able to come back, came back at a very constrained schedule because it just wasn’t busy enough. People were not getting massages. I mean, think about some of that. You might be worried about health issues. Who wants to come and have a massage? Not as many as once did, let’s say, or other kinds of treatments.

John Baldino: [00:16:01] So, those folks decided, “I got to shuffle myself out of hospitality and into something that is not going to be as influenced by what’s potentially happening in the world, mandates that may yet come down the pike. I’m going to get into something else.” And so, right now, for sure, I’m seeing hospitality-based organizations struggling to find talent, struggling to find talent.

John Baldino: [00:16:26] Add to that the way in which some organizations – think about cities like New York, where so much hospitality happens in New York City. I mean, my goodness, so much of the economy is based on it – people are saying, “You want me to to not only do the work that I’m supposed to do, but now also be a representative of the city’s health mandates, and help to tell people what it’s supposed to be, and don’t sit here, and put your mask on.”

John Baldino: [00:16:54] People have chosen to say, “I am not interested in any of that. I don’t get paid enough for that. I’m not a professional in that degree. I want to use my professional expertise in a different way.” And so, they’ve reshuffled themselves, again, out of that vein of work.

John Baldino: [00:17:09] And lastly, you know, I also want to make sure I give a shoutout to some of the reshuffle as well, for those roles where you have to be in-person. You can’t do it remotely. And I think that we have to be really careful in the business community – because I think we’ve done this – to not make people feel badly for having work that they have to do physically. Just because your organization cannot give you a fully remote job doesn’t mean your organization is barbaric. That is not what it means.

John Baldino: [00:17:46] And we know that there’s going to be a lot of people listening to this while they’re having a meal and maybe you ordered that meal from somewhere. Well, who in the world cooked it and delivered it to you? People. Real people. And so, they couldn’t do it through Zoom. That sandwich would not taste as good if it was only through Zoom. It had to be physically done. So, let’s stop giving people a hard time because I do think that’s influenced the reshuffle as well. We’ve made some of our own employees feel badly as if they had some substandard job. That’s ridiculous.

Jamie Gassmann: [00:18:23] That’s such an interesting point. I mean, when you think about that, it’s like the people going in to make your coffee. Yeah, I could have made a pot of coffee at home, but there’s something about that Starbucks cup that just gives me a little satisfaction for the day.

John Baldino: [00:18:45] And hopefully you’re not going up to that drive-thru window saying, “Thank you so much for this coffee.” Isn’t it terrible that you had to come into work? Wouldn’t you rather have a job where you can work at home? I mean, again, I know that sounds ridiculous, but I think that we have unintentionally sort of made sort of a caste system between what it means to work from home and not being better than having to go in and work somewhere.

Jamie Gassmann: [00:19:08] Yeah. I mean, because there are some employees who they like to work in the office and they want to get back in the office. And, yes, there’s going to be some who are like, “I really prefer to work at home.” But that’s the beauty of our employees, is that difference and what their likes and dislikes and those types of things. So, yeah, interesting points all around.

Jamie Gassmann: [00:19:32] And so, when we talked previously, you indicated there is also another kind of business trend with larger organizations where they’re paying substantial salaries for some entry level or just above entry level positions, that is increasing some of the pay structure that’s having an impact on some of the smaller businesses that might be trying to hire. Can you talk a little bit to some of that trend that you’re seeing?

John Baldino: [00:19:57] Yeah, for sure. I mean, that is absolutely a trend. And I would say, I get asked about compensation a ton this year. Compensation from an external competitive standpoint and then pay equity from an internal standpoint. What are we doing with our own people? Forget about what’s happening externally. Are we paying people equitably for similar work within our company? Well, there’s a good chance that if you are bringing people in at this point, you’re bringing them in higher because you’re trying to compete.

John Baldino: [00:20:31] And all of a sudden, those legacy employees who’ve been there are trending downward because you’re starting people so much higher. So, what are we doing about that? That then becomes now your legacy employees start to feel some sort of way about your company and may think about exiting the company because of that. So, compensation on both sides has been really difficult.

John Baldino: [00:20:51] What we’re seeing is, you know, a large organization could easily say, “We’re just going to throw a bunch of money at this problem. And so, we need people at this particular level -” and I’ll make up something just for the sake of it being easy “- customer service rep. And we’re going to pay this much per hour.” And you’ve got a smaller organization that has a few customer service reps and they can’t compete at that hourly rate the way that Amazon or Verizon or Aramark or just pick whatever large, large enterprise level organization you would like to. And so, they price themselves out of the competition, those smaller companies. They can’t compete at that level.

John Baldino: [00:21:33] And if you are a job seeker, whether active or passive, and somebody calls you and says, “Hey, I got a job for you and you’re going to make $6 more an hour, $10 more an hour than you’re making right now.” Honestly, I see people leave for 50 cents, let alone the numbers that I just mentioned. Holy cow. You think that employee is going to come back to you and say, “Hey, John. I love working for you. They’re going to pay me $6 more an hour. Can you match that?” If I’m a small business, there’s a great chance I’m going to say, “No, I can’t. I can’t do it.” And so, now I’m losing talent because I can’t afford to compete at that compensation level.

John Baldino: [00:22:16] But the risk on the other side, as I see it, is at some point, this compensation thing is going to level out. We’re going to have to right size it a bit because it’s unsustainable. It can’t go on forever. It’s very much, in my opinion, like the housing crisis going back to ’07, ’08, ’09. Things are going to just eventually kind of crash. You just can’t keep saying this is worth more, worth more, worth more, worth more.

John Baldino: [00:22:41] So, what will happen for those people who went to those large companies? They’re likely going to do a riff. They’re going to do a reduction in force. You’re going to get your pink slip, whatever phrase you’re used to. And Verizon will right size. I’m not saying anything out of turn, we’ve seen Verizon, as an example, do this in years past, lay off a number of people, wait a few months, and start to rehire people. And they’ll rehire them at the new lower readjusted rates of pay. And, now, we’ve got all kinds of people on unemployment waiting for that readjustment to happen. And we watch that take its toll on our system.

John Baldino: [00:23:24] And I think organizations need to be wise to kind of wait for that. Take your time. I know it’s going to be stressful right now, but take your time that’s coming sooner than you think.

Jamie Gassmann: [00:23:35] So interesting. I’m guessing that’s contributing to some of the reshuffle, too, is just the opportunities out there for other workers. And, you know, being in the crisis response arena – that our sponsor is part of – some of the things I’ve heard spoken about is just when a situation like the pandemic happens, people start to rethink their situation. And so, some of that pricing that you’re saying probably are more in tune to what’s going on because they’re starting to look at what’s better for me and what should I do for myself, and it becomes enticing.

John Baldino: [00:24:14] Yeah. I mean, it’s hard to say no. Let’s be honest, you’re 26 years old and you’ve got a couple of years under your belt, maybe, of some professional work, and someone wants to pay you 20 percent, 25 percent, 30 percent more than you’re making right now, how are you saying no to that? That would be really hard. You’ve got student loans that you know you’re going to have to pay for. I mean, you just have things that are just realistic.

John Baldino: [00:24:39] And if my grandfather were still here, he’d say, “Get what’s yours as fast as you can get it.” That’s kind of the perspective that some people, for sure, are hearing. And it’s hard to talk them out of that.

Jamie Gassmann: [00:24:53] Yeah. Especially when you’re younger in your career, too, a lot of people say, “Now is your time.” You’ve got a whole 40 years left to work kind of mentality. So, looking at that and talking 40 years out, what is the long term impact that maybe some of that pricing for salaries impact is on, maybe the individual, but also on the organizations?

John Baldino: [00:25:20] Well, I mean, it’s such a great question. You know, I wish I knew in full. So, obviously, I’m anecdotal a little bit with some of the answer. But I would say, I mean, first of all, we have to realign expectations.

John Baldino: [00:25:37] I spoke to somebody about a-week-and-a-half ago, literally, 27 years old, and has a job making $150,000 a year. I’m like, “Are they hiring?” I mean, I have my own company, but I don’t even know what I would have done at 27 years old with $150,000 a year, nothing good. Let me just actually say that, I could at least say nothing good.

John Baldino: [00:26:05] Now, let’s say that the market readjusts, as I just shared. Like, what do you want that person at 29 years old to expect now? They’re going have a hard time going back into the job market and take even 90,000 as a salary, because it’s just going to seem so low compared to what they got used to quickly. That’s where I think we’re going to see a longer term impact because there’s a better chance of those individuals saying, “The heck with this. You’re not paying me what I’m worth. I’m going to go do my own thing. I’m going to go start my own thing. I’m going to go partner up with somebody and try to get something done differently.”

John Baldino: [00:26:44] Some of that may work. As an entrepreneur, obviously, I believe in that, because I started a business as well. But not everybody is going to be able to do that. And, certainly, the reality is, especially for those who’ve started companies, you don’t start making $150,000 your first year. I mean, you don’t. So, if you think starting your business is a guarantee to get you that kind of money right away to match where you’ve been, you’re going to be disappointed.

John Baldino: [00:27:14] And even now, I see entrepreneurs with those who are trying to be entrepreneurial get out of it because the expectation hasn’t been aligned correctly. So, I think long term, we’re going to struggle with that individually.

John Baldino: [00:27:28] As far as organizations are concerned, I think organizations are going to have to be honest about budgets. Because one of two things is going to happen, you’re going to have that huge reduction in force that I mentioned or we’re going to continue to see past the long pricing to cover for these things. I mean, we all go into that grocery store. Holy cow. Holy cow. Who’s paying for that? Or the gas line or whatever, we see what the prices are right now. That’s not sustainable, either. I mean, when you start looking at chicken as being expensive, don’t even bother putting the steaks out. Just don’t bother, because how could I afford it? And that’s where I think that markets are going to have to readjust as well. It’s just not sustainable.

Jamie Gassmann: [00:28:18] Yeah. Because that additional cost to cover those salaries, it’s got to get passed on to somebody.

John Baldino: [00:28:26] Somebody and it’s just you and me, right? It’s when we start saying 6.99 a pound is cheap. And you’re like, “Wait. What am I saying? What am I saying?”

Jamie Gassmann: [00:28:36] Years ago I said, “If they ever moved the coffees to over $5, I’m not buying them.” Well, they’re over $5 and I’m still buying them.

John Baldino: [00:28:44] I just got one this morning.

Jamie Gassmann: [00:28:49] I just got one this morning. So, you bring up a really good kind of points, so segueing into that next trend that we talked about, that entrepreneurial spirit and just seeing this next generation of workforce, you know, having more of that spirit and wanting to look at moving into more kind of consultancy or starting their own businesses. You had indicated when we talked before that this has been taught in us, and it makes me think about my 11-year-old at home who’s like, “I’m going to be a YouTube star someday, mom. They make good money.” And I’m going, “Oh, boy. Yes, they do.” But to get to that, how did they do that? So, what changes are you seeing with this shift of that entrepreneurial spirit? I mean, there’s got to be some pros and cons to that.

John Baldino: [00:29:38] Sure. I mean, look, we’re in the Shark Tank generation. I mean, we’ve encouraged people in this. And listen, I, for one, am not pooh-poohing it. I’m glad we have. Like, there have been some phenomenal inventions and ideas that have come forward as a result of people taking risks. One of my favorite shows to watch, honestly, is The Profit with Marcus Lemonis, and he’s just so smart in his approach to the entrepreneurial game. It’s right on the money.

John Baldino: [00:30:09] And so, I’m not badmouthing it. But what I’m saying is, we watch those people come forward on Shark Tank. And I know you sit on your couch and think, “What the heck is this? Who would buy this? Why do they think this is a great idea?” And we’re right, The Sharks, nobody invests in that company, right? But what we forget is, for that one person who’s standing there, that person represents another hundred who are doing the same thing, trying to put together service or product in an entrepreneurial way that they think the world wants. And they won’t. There are lots of products and services that are by the wayside or the distribution of those things that didn’t happen the way that it was meant to.

John Baldino: [00:30:54] So, disappointment has to be put together in a way to help people learn from it and encourage people back into the job market. Once again, as opposed to just thinking I’ve got to always go back to what could be the next product, the next product, the next product. Not everyone should do that. And I know that might be hard to hear as people listen to this. You know, “John, you can’t crush people’s dreams.” I’m not here to be a dream smasher. That’s not what I’m saying.

John Baldino: [00:31:27] But we need people to work in the disciplines that are functional components of how our economy is put together. We need medical professionals. We need hospitality professionals. We need retail professionals. We need food professionals. We need distribution professionals. We need folks that are understanding logistics and supply chain. And we need people who are going to understand technology in different ways. We need all of that. That has to be encouraged right now in our high schools, in our colleges.

John Baldino: [00:32:03] One of the saddest things for me – and this is a true story. So, this is a couple of years ago – someone who was actually working for my organization in marketing, and he was a recent college grad. He was a marketing associate. And I had him sign up for a digital marketing course. Humareso will take care of it. We paid for it. Just go learn a bunch of stuff. The deal was he had to present back on it to a few of us. And he came back after six weeks and presented on it.

John Baldino: [00:32:35] And he started by saying, “Thanks for letting me take this class. I just want to tell you, I’m so angry.” And I was like, “Oh, my gosh. This isn’t going to go well. Why are you angry?” He said, “Oh, no. I’m not angry at you. I’m grateful that you had me take this course. But I’m angry because I recently finished a four year degree in marketing and I learned nothing that I just learned in six weeks in this marketing course. Not one thing that I learned in these six weeks in practical marketing that I learned in my four year program that I’m now still paying for in my student loans. For that, I’m angry.”

John Baldino: [00:33:17] And I found that to be obviously sad. I was not happy for him. But what does that tell us? It tells us that we also have to realign better what’s happening in our educational system with what’s happening in our entrepreneurial outlets and in the business community. Because there’s a misalignment. It’s not where it needs to be.

Jamie Gassmann: [00:33:36] Oh, that’s such really good points. A lot of what people learn is on the job, in that hands-on, tangible, kind of real-world atmosphere. And you brought up a really interesting point with the entrepreneurs that, I think, too, maybe an employer could reframe it a little bit. I mean, that entrepreneurial spirit I could see as like an absolute benefit to a business, especially if you’re working for a smaller business. Because you want your employees thinking entrepreneurially because that helps to drive a smaller business to even more success when they treat it like it’s their own business.

John Baldino: [00:34:17] So, reframing it, maybe, for the workforce, how could an employer do that in a way that kind of attracts some of those individuals that have that spirit within them that maybe you can kind of bring them over to a company as opposed to trying to start their own gig?

John Baldino: [00:34:39] And as a small business owner or, honestly, even a mid-market company, you have to be willing to put in a little bit of the effort into that to help people have that bridge. You know, I get to talk to business owners all the time of various-sized organizations, and they will sometimes be intimidated by entrepreneurs coming back into the workforce. Or think that, “They’re only going to stay with me a year to make some money and then leave.”

John Baldino: [00:35:07] First of all, you don’t have anybody right now. Take 12 months from somebody, let’s see what happens. You have no idea what’s going to happen in 12 months. Take the 12 months. Relax. The other thing is, if you can reform that drive towards something, as you’re saying, Jamie, that benefits the organization as well without categorizing somebody in a negative way.

John Baldino: [00:35:31] I try to tell people, “Listen, you’re talking to me as I started a consulting firm. Let me paint a picture for you. I was one of those – what you would term – a corporate H.R. person for years, and I’m entrepreneurial. I don’t make sense. There shouldn’t be people like me. But guess what? There are.” And so, you can be entrepreneurial in any kind of industry, in any discipline. It’s about how to encourage it and how to define it.

John Baldino: [00:36:03] When I started Humareso, people – besides making fun of the name – were saying, “Why would you make a name? You should call it John Baldino Consulting, because everyone knows you. That’s what’s going to drive business to you.” And my response was, “If I make it about me, it will be seen smaller than I intend it to be. And so, I want to make sure I highlight the talent that I know will come.” For the first year, I was the only employee of Humareso – for the first year. But, now, all this time later and all these employees that I’m privileged enough to have be a part of the team, I’m glad I knew better than to call it Baldino Consulting, because it is much grander and larger than just me.

John Baldino: [00:36:53] So, if you can keep that long-term perspective in play as a business owner, look at your talent similarly, how can they be a part of the process for as long as they’re part of the process? And how do I encourage that? And, honestly, give them an opportunity to give me the very best that they can give me. That’s what we need to do.

Jamie Gassmann: [00:37:10] Yeah. That is such a good point. Even if it’s just for the 12 months and giving them a stepping stone, they may stay way longer than what they originally anticipated, especially if you give someone with an entrepreneurial spirit some flexibility to be able to work that spirit within the organization. It’s amazing what you can get out of it.

Jamie Gassmann: [00:37:32] And kind of touching on our last trend here in terms of over the last year, the diversity, equity, and inclusion focus that business and H.R. leaders had, you shared the term cultural fabric with me on our last conversation. I just thought that was such a great way to think about this topic. And so, can you elaborate a little bit more on what that means and how a leader can leverage that within their organization?

John Baldino: [00:38:00] Yeah. Thank you. I would say, it’s something that’s going to fight up against, I think, what some people have sort of adopted into their brains for a lot of years. We talk about cultural fit, right? And so, “I didn’t hire that person. They weren’t really a fit. The way that we are, this person isn’t really going to be able to succeed. I’m thinking of that person when I say this,” things like that.

John Baldino: [00:38:28] And what I think we know now is, there’s a bit of bias baked into cultural fit. What we’re saying is, there’s something about that person that isn’t like us. And the like me bias has been around forever. Instead, I think that what we’re smarter to do is look at the individual and say, “What would they add to what we already have?”

John Baldino: [00:38:54] And the picture that I try to give people who want to fight for cultural fit, this is what we need to be about, I try to encourage cultural fabric. Look at your organization like a tapestry. What is it that’s been woven to date? And it could be a beautiful picture on this tapestry, for sure, but where it is today? Couldn’t we be ready for a new thread to be added to this picture on the tapestry? Couldn’t we be ready for that? And we ought to be. And maybe we think it’s too scary. It might mess up the picture overall. It might. It might. It might.

John Baldino: [00:39:34] But, really, we don’t have much of a choice these days. Because if you think you’re just going to find a whole lot of people like you to do what you do the way that you do it, you’re going to be disappointed. So, this isn’t about, “Well, I guess I have to have substandard qualifications.” No. This is about how do we get work done better, wider, differently, with more innovation and creativity, and add a different colored thread to this tapestry of what we’ve built. Oh, my goodness. Now, in a couple of years when I step back, I see the picture more vibrantly. It’s even more beautiful than it was two years previous.

John Baldino: [00:40:15] And I think when we think about inclusion and equity, as for sure, areas that we have to pay attention to, that needs to be a bit more of our attention, is, what kind of fabric are we weaving? What are we ready for? What might we not be ready for but need to get ready for? And to take the risks associated with that.

John Baldino: [00:40:38] I find it really disconcerting when I’m talking to business owners who want to tell me, “John, we’re committed to diversity.” And I believe them. But you have to be committed to a much more holistic view of that word you’re using. Diversity, what does that mean for you? Is it just about persons of color or ethnicity? Is it about a particular gender? Diversity is even more than that. I’m not ignoring those often visible, diverse characteristics. Yes. Yes. You have to be open to that.

John Baldino: [00:41:12] But even beyond that. Even areas of like hiring veterans or disability. Or here’s a couple we don’t talk about enough, socioeconomics, educational backgrounds. Why on earth is it a bachelor’s degree required? Tell me why. When I look at your department and you have five people in that role, and the best one out of the five has an associate’s, does not have a bachelor’s, tell me why it’s required. Tell me why it’s required. “Well, that person is an exception.” How do you know that? You won’t hire anybody who’s like that person according to your standards. Be wider in the way in which you approach people. It’s possible. There are so many talented people out there who just haven’t had the chances that you may have had. So, don’t limit that.

Jamie Gassmann: [00:42:02] Like, most opening it up so that you can attract more of an audience with different backgrounds, different perspectives. Because keeping an open mind about the value that they can bring to that team could be really eye opening.

John Baldino: [00:42:20] For sure. One of my favorites – and when they listen to this, they will crack up laughing – there’s a pair that work at Humareso. And I’m saying a pair. And I won’t say the names. But there is one of the pair who is a 60 something black woman and the other pair is a 20 something white male. They are two peas in a pod. They are for each other like nobody’s business. You cannot get between them.

John Baldino: [00:42:54] And I’m going to tell you, they would not have a reason for their paths to intersect were it not for the opportunity of an open organization who looks at individuals with the skills or competencies, whatever you want to categorize those, with skills, knowledge, abilities, aptitudes, all of that. If we didn’t just look at that, their paths would not have crossed. And, now, they love each other, love each other, and that’s how it should be.

Jamie Gassmann: [00:43:26] Yeah. Absolutely. That’s such a great, great story. I love that. So, we’re going to just take a moment to hear from our show sponsor.

Jamie Gassmann: [00:43:35] Workplace MVP is sponsored by R3 Continuum. R3 Continuum is a global leader in providing expert, reliable, responsive, and tailored behavioral health disruption and violent solutions to promote workplace well-being and performance in the face of an ever changing and often unpredictable world. You can learn more about how R3 Continuum can tailor a solution for your organization’s unique challenges by visiting r3c.com today.

Jamie Gassmann: [00:44:03] So, now, we’re going to shift gears a little bit, John, and we’re going to talk about 2022. And I’m going to ask you to look into your crystal ball and give us some of your future predictions of what you think 2022 is going to look like. So, if we were going to identify and kind of narrow in to, like, some key areas that H.R. and business leaders need to watch for or even, to your point, focus on as they move into this new year, what would those areas be?

John Baldino: [00:44:35] This is so funny, because these are the moments where in the back of my mind, I’m like, “Six months from now, someone’s going to play this for me and tell me you were so wrong.”

Jamie Gassmann: [00:44:46] Isn’t that the risk of any predictive show, right? Or I could just do a follow up show to show how right you were.

John Baldino: [00:44:55] I like that one. Let’s prep for that. I think for sure, one of the things that has been very evident over the last couple of years is the need to be an encouragement towards overall health for our individuals who support our organizations. And I mean, overall health. More than just offering medical benefits, although that’s important. More than just offering ancillary benefits, again, that’s important. But all areas of health, so that’s physical, mental, emotional, spiritual.

John Baldino: [00:45:32] What are the ways in which we can foster opportunities for individuals to latch on to any and all of these areas and be supported? I want to make sure I paint both sides of this. We do know that if those individual contributors are healthier, they’re going to be better employees. That’s just how it is. I know that might not seem as altruistic as some may want. But it is a benefit on both sides of the equation. And that’s okay.

John Baldino: [00:46:03] So, I think that organizations coming into next year, how can they better give people opportunities and start spending money a little differently instead of maybe throwing it all into an HSA or an FSA? Can you use some of that money to go towards – I’ll call it – like a cafeteria type opportunity for people to choose areas of health that they want to focus on? Again, in those areas that I just mentioned, it’s got to be more than just here’s 150 bucks toward your gym membership. I mean, that’s great and all, but not everybody goes to the gym. Not everybody consistently goes to the gym.

John Baldino: [00:46:40] And what we sometimes do for people is if that’s really the primary benefit that we offer as an ancillary, and then they sign up and never go, then they feel guilty because they’re not going. So, we’ve we’ve actually made another problem. And so, what I would say is there are opportunities to be more customized. Let people choose how they can spend that money every month towards areas of mental health. Maybe they can chat with somebody for a few sessions over Zoom, a mental health professional. Maybe they can do a yoga class. Maybe they can do some sort of walk through the spiritual religions of the world.

John Baldino: [00:47:24] I mean, all kinds of things where people are like, “I’ve never been exposed to this kind of information. I’m really interested to know. It’s making me more centered, more aware, more compassionate, and considerate of others.” Again, how is that not going to help your organization? So, I think that that’s an area, for sure, that people who are in positions of authority or influence could encourage their organizations in, in providing that to their people. So, whole health consideration, for sure.

John Baldino: [00:47:55] I’d also say that we talked about flexibility. You mentioned it, Jaime, too, just a little while ago as well. Well, what does flexibility mean? And, again, when I talked about this before, I have staff even that are like, “I don’t want to work from home. Can I work in the office every day? I know you tell me I can work hybrid. Can I work in there every day? Because I bore a bunch of children that I love, but I’d rather not be with them 24/7 all the time. I think it’s healthy for me to have a little bit of a break, be with some adults.”

John Baldino: [00:48:28] My wife, we have three awesome young adults. They are in college and older and they’re great. My kids are all two years apart, so it was a little crazy in the early years. And my wife, we were fortunate enough that she wanted to stay home, especially with the third one, to stay home with all three. But she took two days a week to go work at Ann Taylor. She’s been there almost 18 years, I think at this point. Because she said to me, “I just want to talk to some other adults. I don’t want to be in the house.” That’s fair.

John Baldino: [00:49:06] So, how do we have some flexibility in the way in which we give people opportunities, either hybrid work, work from home, those considerations? How do we give people flexibility even in hours? Could they be full time? Does it have to be 9:00 to 5:00? Oh, my goodness. What if we did 12:00 to 8:00? Oh, no. That’s crazy. No. Actually, it’s not. For some of our organizations that are listening, your global or at the very least, your coast to coast. 8:00 p.m. on the East Coast is 5:00 p.m. on the West Coast. So, why? Let them work 12:00 to 8:00 and cover West Coast shift. Who cares? Give people opportunity and flexibility in that way. You’d be surprised how well that gets responded to.

Jamie Gassmann: [00:49:50] Yeah. Well, some people aren’t morning people. They don’t want to get up early.

John Baldino: [00:49:54] I’ve heard of them. And I will tell you the truth, I’m actually on the other side of that. I’m absolutely a morning person. I mean, I’m up at 4:30 to get to the gym. And people will look at me and say, “You’ve got something wrong with you to do that.” But I’m wired as a morning person. But come, you know, late afternoon, I got to really push myself forward because I’m crashing a bit.

Jamie Gassmann: [00:50:21] I’m a morning person too. I totally support that.

John Baldino: [00:50:25] We stand together. We’re going to stand together.

Jamie Gassmann: [00:50:27] Yes. We’re partners at the morning crew. I love it. But on the flip side, I have a husband who is a total night owl, so I totally get it. And I think creating that flexibility for employees, you know, you brought up an interesting point on our call about some people don’t want to be in that remote setting because they might be embarrassed about what comes across via their Zoom screens. And just having some kind of appreciation where the employee and understanding where that employee might be coming from because there might be something they don’t want to say in terms of why they don’t want to be in that remote world.

John Baldino: [00:51:05] And we have to remember that people didn’t buy their home or rent the apartment that they’re in thinking that they were going to have to now be on display for everybody in the office. I mean, try to remember that.

Jamie Gassmann: [00:51:18] Yeah. Absolutely. So, a couple of other areas I know we were talking about – I know we’re probably running out of time because you and I could talk for probably hours on various topics – we covered kind of the whole health of the organization and the individual and the flexibility. And then, we also talked about some tolerance for people coming into work sick. And we’re all probably starting to see that.

Jamie Gassmann: [00:51:40] You know, if you’re out shopping at the grocery store and somebody next to you starts coughing, I think we all are kind of like, “Why are you out?” But the reality is, is that, everybody has different things that they’re working through. So, how, in your opinion, is that being at work sick going to look going into this new year?

John Baldino: [00:52:03] I mean, I’ve been somebody who, even pre-pandemic, would always say to someone, “If you are sick, stay home.” There are plenty of companies that are offering personal time, sick time, that you’ve accrued or can take, so take it. That’s why it’s there. There’s nothing wonderful about you hacking up a lung in order just to be there and help to take care of it. There’s nothing wonderful about that. Go home, rest, get better, so you can be back here 100 percent. I’d rather have one day of 100 percent than two days of 50 percent. Get home and get better.

John Baldino: [00:52:38] I would also say, we also have to be thoughtful about how we force people to feel a certain way about using sick time. And I think sometimes managers are the worst when it comes to that. They make you feel badly for being sick, as if you planned on it. And always, I’ll have a manager who wants to tell me the story about someone who said they were sick and then they saw their Facebook pictures of them on the beach. And I’m like, “Listen, that’s one example. Do you want me to tell you about a hundred where people actually were really sick and needed to stay home and feel better? Let’s not make it be about the one example that you want to give me.”

John Baldino: [00:53:15] Give people the opportunity to have the freedom to use the time that they’ve earned and accrued. Be sick. Don’t work. Do you want to tell me it’s okay, “I’ll go home and I’ll log in right away.” No. Be sick and get better. Logging in at home is the same thing. You’re going to work at 50 percent. It doesn’t help me.

Jamie Gassmann: [00:53:33] Yeah. And I think your coworkers would appreciate you going home. They don’t want to catch it, even if it’s not COVID, please. So, great conversation overall. I mean, obviously, you have lots of great advice to share, lots of interesting trends that we discussed over this last year, and things that we’re looking at potentially being on the radar for 2022. If listeners wanted to get a little bit more information out of you or kind of learn more about your services, how can they get a hold of you?

John Baldino: [00:54:06] Yeah. Thank you, Jamie. Obviously, they can go to humareso.co, H-U-M-A-R-E-S-O.com. And that’ll take them right to, I would say, the bible of everything we do. I’m pretty active on social media, so please feel free to connect with me on LinkedIn. Just look for John Baldino, H.R. Or Twitter, actually, is pretty active, and that is @jbalive. As in not dead but alive, @jbalive.

Jamie Gassmann: [00:54:33] Wonderful. Well, thank you so much, John, for being on our show, and for letting us celebrate you, and for sharing your great advice and information, and your predictions for 2022. We really do appreciate you as a guest and thank you so much for your time today.

John Baldino: [00:54:47] Thank you, Jamie. I appreciate it as well.

Jamie Gassmann: [00:54:50] And we also want to thank our show sponsor, R3 Continuum, for supporting the Workplace MVP podcast. And to our listeners, thank you for tuning in. If you’ve not already done so, make sure to subscribe so you get our most recent episodes and other great resources. You can also follow our show on LinkedIn, Facebook, and Twitter at Workplace MVP. And if you are a workplace MVP or if you know someone who is, we want to hear from you. Email us at info@workplace-mvp.com. Thank you all for joining us and have a great rest of your day.

 

 

Tagged With: diversity, Diversity Equity and Inclusion, Employee Engagement, HR, Human Resources, Humareso, Jamie Gassmann, John Baldino, R3 Continuum, The Great Reshuffling, workers compensation, Workplace MVP

Workplace MVP: Thanksgiving Edition

November 25, 2021 by John Ray

Jamie Gassmann
Minneapolis St. Paul Studio
Workplace MVP: Thanksgiving Edition
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Jamie Gassmann

Workplace MVP:  Thanksgiving Edition

Reflecting on the launch of Workplace MVP and its many guests over 2021, host Jamie Gassmann shares her gratitude for all who make the podcast a success, including guests, subject matter experts, listeners, and supporters. Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

About Workplace MVP

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, Workplace MVP, confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real-life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

Workplace MVP Host Jamie Gassmann

Jamie Gassmann
Jamie Gassmann, Host, “Workplace MVP”

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

R3 Continuum

R3 Continuum is a global leader in workplace behavioral health and security solutions. R3c helps ensure the psychological and physical safety of organizations and their people in today’s ever-changing and often unpredictable world. Through their continuum of tailored solutions, including evaluations, crisis response, executive optimization, protective services, and more, they help organizations maintain and cultivate a workplace of wellbeing so that their people can thrive. Learn more about R3c at www.r3c.com.

Company website | LinkedIn | Facebook | Twitter

 

TRANSCRIPT

Intro: [00:00:04] Broadcasting from the Business RadioX Studios, it’s time for Workplace MVP. Workplace MVP is brought to you by R3 Continuum, a global leader in workplace behavioral health and security solutions. Now, here’s your host, Jamie Gassmann.

Jamie Gassmann: [00:00:25] Hi, everyone. It’s your host, Jamie Gassmann, here, and welcome to this special Thanksgiving edition of Workplace MVP. Thanksgiving is a time of year that gives us all an opportunity to stop and reflect on what we are thankful for and to celebrate key moments from the last year.

Jamie Gassmann: [00:00:44] So, in the spirit of giving thanks and celebration, I would like to share who I am thankful for and to celebrate some of the special moments we have had over the last seven months here on the Workplace MVP show.

Jamie Gassmann: [00:00:58] So, starting with giving thanks, I would like to give a big thank you to all of our Workplace MVP show guests. Thank you for sharing your time, your expertise, and your stories with us. You are a pivotal component to each episode and we appreciate you.

Jamie Gassmann: [00:01:16] And along with that, a big thank you to our listeners for your continued support of our podcast and for sharing your suggestions for topics and workplace MVPs with us. This show is for all of you. We go into each and every episode hoping to inspire you and to introduce you to a new resource, tool, or idea for how to better navigate the complexities and challenges you, as a business leader, face within the workplace.

Jamie Gassmann: [00:01:44] Also, I can’t forget to give thanks to our producer, John Ray, at Business RadioX, and Arlia Hoffman, you are my right and left hands in this show. Thank you for your guidance and support over the last seven months.

Jamie Gassmann: [00:01:58] And a special thank you to our show sponsor, R3 Continuum. In particular, I would like to thank the President of R3 Continuum, Jim Mortensen, for his support and contributions to the show. And to the subject matter experts at R3 Continuum: Dr. George Vergolias, Medical Director, Dr. Tyler Arvig, Associate Medical Director; and Jeff Gorter, Vice-President of Crisis Response Clinical Services, for sharing their expertise on the educational playbooks.

Jamie Gassmann: [00:02:27] Now, for celebrating firsts and some key successes, wow, what a fun year we have had so far. I know there’s only a month left, but we have had a lot of great firsts that have happened on our show. I’d like to first celebrate the launch of Workplace MVP, which took place on April 1st. And since that date, we have recorded a total of 37 shows and 17 live shows, giving us the opportunity to celebrate and showcase 46 workplace MVPs.

Jamie Gassmann: [00:02:59] These MVPs represent various industries and businesses of all sizes. And in addition to the shows, we have released 17 educational playbooks showcasing leadership tips across various topics that have been provided by our show sponsor, R3 Continuum. We also held our first in-person live event at this year’s SHRM Annual Conference, where we interviewed over 20 amazingly talented H.R. leaders and professionals right inside R3 Continuum’s booth on the exhibit floor at the conference.

Jamie Gassmann: [00:03:32] And across all of our episodes, we have covered some amazing topics that workplaces are navigating daily. So, I wanted to take a moment to share with you all the variety of content that we’ve provided throughout this year on the show.

Jamie Gassmann: [00:03:47] Now, looking out over the last seven months, we have covered second chance hiring, hiring of veterans, navigating the challenges of COVID, workplace violence, return to office, will it be hybrid, remote, or onsite in the office, leading through crisis situations, how to create a culture people stay at and thrive in, leave of absence management, mental health in the workplace.

Jamie Gassmann: [00:04:17] And coming the first week of December, we will be releasing our final episode of the year, which covers workplace trends in 2021, which includes the great reshuffle, diversity, equity, inclusion, and employees with an entrepreneurial spirit. And along with that, our guests on that show covers some things to expect going into 2022 for H.R. leaders.

Jamie Gassmann: [00:04:45] In honor of the 9/11 20th Anniversary, we also had the privilege and honor to interview Army Colonel (Retired) Garland Williams, who shared with us his survival and recovery story from being stationed and working in the Pentagon on the day of 9/11 when the terrorist attacks happened. Personally, I know that this will be an interview I will never forget, just like we will never forget the events of that day.

Jamie Gassmann: [00:05:08] And there’s been so many memorable moments over 2021 on the Workplace MVP podcast, and I’m so thankful. And I look forward to the many moments we will continue to have and the amazing workplace MVPs we will continue to celebrate on our show. So, definitely stay tuned. From all of us here at Workplace MVP, thank you and we wish you a wonderful Thanksgiving and holiday season.

 

 

Tagged With: Business Radio X, gratitude, Jamie Gassmann, Jim Mortensen, R3 Continuum, Thanksgiving, Workplace MVP

Workplace MVP: Stephanie Savoy, American Renal Associates, and Geoff Simpson, Presagia

November 18, 2021 by John Ray

American Renal Associates
Minneapolis St. Paul Studio
Workplace MVP: Stephanie Savoy, American Renal Associates, and Geoff Simpson, Presagia
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Presagia

Workplace MVP:  Stephanie Savoy, American Renal Associates, and Geoff Simpson, Presagia

Managing leave of absence requests can be an overwhelming and complicated task for any company. Stephanie Savoy, Senior HR Manager at American Renal Associates, admits to using an “unruly” spreadsheet and relying on multiple sources to monitor changes in the law. She and Geoff Simpson with Presagia joined host Jamie Gassmann to talk about the challenges compounded by Covid, and the solutions offered by Presagia that helped American Renal Associates get a handle on their leave tracking and the confidence that they can remain in compliance. Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

American Renal Associates

American Renal Associates (“ARA”) is a leading provider of outpatient dialysis services in the United States. ARA operates more than 240 dialysis clinic locations in 27 states and the District of Columbia serving more than 16,900 patients with end stage renal disease. ARA operates principally through a physician partnership model, in which it partners with more than 400 local nephrologists to develop, own and operate dialysis clinics.

Company website | LinkedIn | Facebook

Stephanie Savoy, Senior Human Resources Manager, American Renal Associates

Stephanie Savoy, Senior Human Resources Manager, American Renal Associates

Stephanie Savoy, SHRM-CP is currently a Senior Human Resources Manager overseeing the Leaves Administration department at American Renal Associates (ARA).

With over 13 years in the human resources field, Stephanie has worked in non-profit biomedical research, higher education, and healthcare settings. Prior to ARA, she worked at the Massachusetts Institute of Technology in the Sloan School of Management as well as the Office of Resource Development. In addition to her expertise in leaves of absence, she has experience in a variety of HR facets including compensation, recruiting, organizational development, rewards & recognition, and D/I.

Stephanie continues to mentor and coach her staff and the entire American Renal leadership team on the leaves process and its operational impact on the organization.

LinkedIn

Presagia

Founded in 1987, Presagia has a long history of helping organizations solve complex business problems with easy-to-use solutions. Today, this means providing cloud-based absence management solutions that enable organizations to be more efficient, control lost time and risk, and strengthen compliance with federal, state and municipal leave and accommodation laws.
Their absence story began in 2006 with the acquisition of California-based AtWork Resources, a firm specialized in absence management best-practices. At this time, they also engaged the national employment law firm, Jackson Lewis, to help them identify and translate all of the federal and state leaves laws across the U.S. into technology.
Their goal was to create a software solution that would provide employers with the decision support needed to manage all laws compliantly, while also streamlining their processes. The result was the development of Presagia’s absence management platform, consisting of two integrated modules – Presagia Leave and Presagia ADA.
Company website | LinkedIn

Geoff Simpson, Vice President, Sales and Marketing, Presagia

Geoff Simpson, Vice President, Sales and Marketing, Presagia

Geoff Simpson holds a B.A. in Political Science from McGill University and has been with Presagia since 2004 in a variety of roles working on sales, marketing, and partnerships.

Working closely with companies ranging from a few hundred employees up to Fortune 500 and reviewing their issues and requirements has strongly positioned him to understand the needs of employers today while retaining extensive knowledge of Presagia’s technology.

He has authored articles, whitepapers and case studies on absence management best practices and presented at industry events.

LinkedIn

 

R3 Continuum

R3 Continuum is a global leader in workplace behavioral health and security solutions. R3c helps ensure the psychological and physical safety of organizations and their people in today’s ever-changing and often unpredictable world. Through their continuum of tailored solutions, including evaluations, crisis response, executive optimization, protective services, and more, they help organizations maintain and cultivate a workplace of wellbeing so that their people can thrive. Learn more about R3c at www.r3c.com.

Company website | LinkedIn | Facebook | Twitter

About Workplace MVP

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, Workplace MVP, confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real-life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

Workplace MVP Host Jamie Gassmann

Jamie Gassmann, Host, “Workplace MVP”

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

TRANSCRIPT

Intro: [00:00:04] Broadcasting from the Business RadioX Studios, it’s time for Workplace MVP. Workplace MVP is brought to you by R3 Continuum, a global leader in workplace behavioral health and security solutions. Now, here’s your host, Jamie Gassmann.

Jamie Gassmann: [00:00:26] Hi, everyone. Your host, Jamie Gassmann, here and welcome to this episode of Workplace MVP.

Jamie Gassmann: [00:00:33] Navigating the various leaves of absence cases and laws can be complicated under normal circumstances. Well, over the last year and a half, employers have had to navigate anything but normal. In fact, the leave laws continue to change regularly, making it complex and difficult for H.R. leaders to stay current and knowledgeable across all the various state and federal leave laws. Combine that with helping your employees to understand what is available to them and what they need to provide to be eligible, and along with the navigation of supporting the daily needs of the workplace, H.R. leaders and business leaders have a lot to navigate.

Jamie Gassmann: [00:01:13] So, how do they find a solution that helps to ease the complexity and challenges with leaves of absence? And how can they stay current and on top of the constantly changing laws? And what are some best practice approaches to creating a seamless process in your organization?

Jamie Gassmann: [00:01:30] Well, joining us today to share their experience, both as an H.R. leader navigating the complexity of the leaves and as a solution provider, what they have seen work and not work, are Workplace MVP’s Stephanie Savoy, senior human resources manager for American Renal Associates, and Geoff Simpson, vice president of sales and marketing for Presagia. Welcome to the show, Stephanie and Geoff.

Stephanie Savoy: [00:01:56] Thank you so much. Happy to be here.

Jamie Gassmann: [00:02:00] So, let’s start out with our first Workplace MVP, Stephanie Savoy, senior human resources manager for American Renal Associates. Now, you mentioned on a previous call that you sort of fell into your H.R. career. Can you share with our audience your journey that you’ve taken with your career to this point?

Stephanie Savoy: [00:02:22] I did. Yeah. So, I think like most H.R. professionals, I definitely did fall into the H.R. world. I started my working career as a front desk receptionist at a biomedical research institute in Cambridge, Mass. I may have smiled at the right person. I landed up at MIT as an AA to an H.R. director and expanded my HR knowledge there over about eight years. Until the traffic into the city got a little bit too much for me, that’s when I found American Renal and I’ve been here for about five years now.

Jamie Gassmann: [00:02:59] Wonderful. It must have been one heck of a smile. So, tell us a little bit about what does American Renal Associates do and how big is the employee base, and just kind of any details you’d like to share about kind of what you navigate on a daily basis with that organization.

Stephanie Savoy: [00:03:17] Absolutely. So, American Renal is a provider of outpatient services for dialysis. We serve close to 17,000 patients with end-stage renal disease, and we have about 4500 employees. We have 240 clinics across the country. We are in 27 different states, including District of Columbia. So, our employee base is really varied. So, we have California, super employee-friendly; Texas; South Carolina; Massachusetts. We are all over the place. So, we definitely have to be flexible and be on our toes constantly.

Jamie Gassmann: [00:03:59] Yeah. Absolutely. It sounds like, especially when you’re navigating all those different states and having to be aware of what their rules are and their laws. So, in taking your role at American Renal Associates, what was the leave of absence management process like when you first came into the position?

Stephanie Savoy: [00:04:20] Oh, goodness. It was very, very manual. Looking back, we had multiple Word document templates for our eligibility and designation notices so that was for each and every leave situation you can imagine. We had to make sure we picked the right one. If there were any updates, we had to manually update all of our letters so that was very time-consuming.

Stephanie Savoy: [00:04:45] In addition to that, in order to track our leaves, we had an Excel spreadsheet, which over the years just grew to be giant and unruly. We just kept adding tabs for each year as each year went by. Funnily enough, we actually kicked the Excel spreadsheet once we moved to Presagia, and I tied it up with a nice, pretty bow, February 28, 2020. And then, two weeks later, the world just went upside down, so that was really great timing.

Jamie Gassmann: [00:05:20] Oh, my goodness. And what great timing. But before, you know, before you – with the Excel spreadsheet. So, obviously, there had to have been some kind of red flags you were seeing where you’re like this process is just not going to continue to work. But what were some of the kind of final, you know, “we really have to make a change”, like those final signs where you were like this is just not going to cut it going forward. What were some of those that were kind of presenting themselves that helped to kind of move in the direction of bringing on a software platform like Presagia?

Stephanie Savoy: [00:05:55] Yeah. So, we’re always looking for ways to be more efficient whether it’s saving time, saving money, making a better experience for my team and for our employees, not to mention the unruly spreadsheet kept freezing, you know, computers would just implode. It was really terrible.

Stephanie Savoy: [00:06:15] So, when I was tasked with, you know, taking a look at what can we do as a solution, I looked at different providers and services out there, and that’s when I found Presagia and they definitely offered the most robust solution for us. And not only did they have letters that would be automatically generated for each leave case, it was a tracking tool and best yet it was a compliance tool as well. Being in 20 different locations, it was wonderful to just put in someone’s details and then come up with all the information on what would apply for their specific situation.

Jamie Gassmann: [00:06:54] How did you do that beforehand? I mean, how did you – how would you keep up with like the leave laws? I mean, obviously, I know, and we’re going to get to talking about over this last year, a year and a half, you know how quickly laws continue to change. What was that like for your group prior to having a platform like Presagia? Like, how – what did you do?

Stephanie Savoy: [00:07:19] Yeah. So, it’s actually one of my favorite parts of my job is to keep up on all the regulations. I love to read. I love to just research. And so, we would rely on blogs that would have just kicked out emails every week with updates. We have outside legal counsel that we rely on to help us make sure that we’re in compliance.

Jamie Gassmann: [00:07:40] And then just kind of the news, too. We would just see the updates and be like, “Oh, we have a location in that state. We should probably look that up.” And then, you know, apply the different situations.

Jamie Gassmann: [00:07:55] That sounds very manual and time-consuming, but probably potentially a little risky to it. For some reason, you missed one clause or shift to that. You know, they changed. So interesting.

Jamie Gassmann: [00:08:07] So, now looking at, I mean, you said you tied your bow on the spreadsheet, which I’ve, you know, been in roles were the spreadsheet is the source. And then, somebody missed data sorts and everything is jumbled and you’re going, “Oh, my gosh, how do we reorganize that?” So, I can imagine what the complexity if something were to get out of sorts with, you know, where you’re managing your leaves of absence.

Jamie Gassmann: [00:08:33] So, looking at the last year, you know, you brought on Presagia right at the right time because obviously March is where a lot of organizations experienced, you know, various levels of different types of leaves, but also just changes in H.R. in general with, you know, remote work and things of that nature.

Jamie Gassmann: [00:08:52] So, talk to me about what were your leave volumes, you know? What have they been like, you know? And, did you experience a change within your organization? Because I know you mentioned before you have frontline workers, so people who would have been still, you know, accessible to the public during the last year and a half, and then you have probably some that are in a remote setting because they’re more kind of office working. So, talk to me a little bit about the dynamics of, you know, what it was like going through the last year and what kind of experience did you have with your volumes of leave?

Stephanie Savoy: [00:09:25] Yeah, definitely. So, we provide life-sustaining treatments to patients, so there’s no days off. We have to have people there administering that treatment.

Stephanie Savoy: [00:09:39] So, throughout the pandemic, it was, we need to step up for our frontline responders to deliver that treatment to our patients. Obviously, there were other situations going on where people may not have been able to be there. So, our leaves definitely increased.

Stephanie Savoy: [00:10:01] We saw pre-COVID about, you know, we were handling about 120, 130 leaves per month. At the height of the pandemic, probably in July 2020, we got to 201. It was varied reasons. You know, in the beginning of the pandemic, I think there was a lot of fear of the unknown. We saw people with underlying health conditions that if they were to get COVID, it would be really detrimental to their health and their livelihood.

Stephanie Savoy: [00:10:31] We saw COVID positive leave themselves and we saw child care leaves, too. You know, staff who maybe their children’s daycares had closed or their children’s school went remote and they had to be there to ensure that they logged in and got their education. It was definitely a test to the work-life balance scales.

Jamie Gassmann: [00:10:55] Absolutely. And so, looking at that, you know, you kind of mentioned a few of the common ones over the last year. You know, typically what are some of the common leaves or common reasons that employees are taking leaves from your experience, from what you’ve seen?

Stephanie Savoy: [00:11:11] From my experience, we usually see routine, planned surgeries, you know, unexpected injuries or illnesses, pregnancy. There’s always babies, which is the happiest leave that we can process. We love the baby pictures over here. So, those are most of the common types of leaves.

Stephanie Savoy: [00:11:31] In March 2020, we surprisingly saw an increase of military leaves, of extended military leaves, because of the National Guard. They got called. So, we saw a good amount of those come through and we’re seeing more anxiety and depression leave-related reasons. You know, just whether it’s directly related to COVID or indirectly related to COVID.

Jamie Gassmann: [00:11:58] And now, that we’re coming, you know, obviously we’re at the end of 2021, you know, still facing some of the same challenges that we started facing back in March of 2020. Are you seeing any shift in the types of leaves? Have they kind of moved in, you know, changed like all the kind of ups and downs that we’ve gone over the last year? Are you seeing that or is this kind of tapering out to be a little bit more consistent with depression, anxiety, and those types of leaves? Or is it, you know, what are you seeing?

Stephanie Savoy: [00:12:29] Yeah. We’re definitely seeing long-term effects of COVID, again whether it’s directly related or indirectly related. We are seeing more planned surgeries that get back on the schedules, which is a nice thing to see. You know, people are opening up their offices again and those are, you know, deemed okay to move forward with, and always babies, always babies.

Jamie Gassmann: [00:12:57] And that’s always a good thing, though. I agree with you. It’s always kind of fun to see the baby pictures. So, and obviously with that is the fast pace of law changing that’s happened both at a federal and a state level. So, how do you keep on top of ensuring that your organization is aware and following them? I know you mentioned the news, but I’ve got to imagine now with the Presagia solution, you have a better way to do that. Can you speak to that a little bit?

Stephanie Savoy: [00:13:31] Yeah. So, Presagia is great. They do keep up to date on the regulations. Things are coming out so fast and furious, and sometimes we’re working with Presagia to say, “Hey, have you seen this? Are you going to add that to the system?” And so, they have a compliance team themselves and we have a contact over there that we all kind of huddle together and say, “Okay, we saw this. How does it apply to us and when can we get this in the system?” So that’s been really great to just know that, okay, the system will let us know exactly all the new leaves and how it applies to our specific staff and their situations.

Jamie Gassmann: [00:14:09] Wonderful. Now, you also shared with me at a previous call that you have a motto that you’ve set for the last two years and you’re going to continue that motto going into 2022. Can you share with us your motto and why you have that as your kind of theme for the year?

Stephanie Savoy: [00:14:28] Absolutely. Yeah, for the years. I can’t believe that we’re on year three. I think pivot was a really big word in 2020. Mine is similar, but it’s patience and flexibility. Whether I’m asking that of my team to be patient and flexible with me, you know, as our workload increases, having patience and flexibility with themselves. You can – we only have so much time in the day and I’m not asking them to work nights and weekends if they don’t want to. If they want to, wonderful. I’ll take it. But I don’t want them – you know, I want them to have a really good work-life balance. So, the work is the work. You know, be patient and flexible with what comes in and just, you know, take your time. Do one thing at a time and just touch each case and tie it up at the bow and move on to the next one.

Jamie Gassmann: [00:15:20] Yeah. I love that. That’s a great motto for both professional and personal situations, especially, you know, going into the third year of some of the challenges we’ve been experiencing. So, thank you for sharing that with us.

Stephanie Savoy: [00:15:32] Thank you.

Jamie Gassmann: [00:15:33] So, now let’s shift to our second Workplace MVP, Geoff Simpson, vice president of sales and marketing at Presagia. Hi, Geoff.

Geoff Simpson: [00:15:43] Hello, Jamie. Thanks for having me.

Jamie Gassmann: [00:15:46] Absolutely. So, now you’ve been with Presagia for a while now. Can you share with us your career journey and how you’ve gotten to where you are today?

Geoff Simpson: [00:15:57] Absolutely. So, like with Stephanie, I kind of fell into the whole absence management H.R. world. I actually began with Presagia straight out of university, which is longer ago than I would like to admit at this point.

Geoff Simpson: [00:16:10] And at the time, we actually developed electronic health records for the sports medicine world. So, I began in marketing at the company, and at that time we were looking at a way to really get into the whole workforce management world. And, I worked with our leadership team, did a ton of research, and we found that there was just this huge gap in absence management and compliance with all the different leave laws out there. So, we work to really figure out what is the solution that we can provide to that market.

Geoff Simpson: [00:16:41] I then worked with the whole launch of the product, marketing of the product to eventually start working more on alliances as well, and then picked up sales, too. And that kind of led us to where we are today. Right now, I run sales marketing alliances.

Jamie Gassmann: [00:16:57] Awesome. Great story. So, tell us a little bit about what Presagia does.

Geoff Simpson: [00:17:02] Absolutely. So, we are a software company and we really focus on absence management and compliance with all of those regulations out there. And, if you think about in the U.S. alone, you have more than 500 federal state and local leave rules. We also cover Canada, and that adds about another 150 leave rules. So, there’s a lot out there.

Geoff Simpson: [00:17:24] And what we did is we actually built a Leave Rules Engine that contains all of those rules, and we did that in partnership with a large employment law firm who really helped us initially look at all the laws across the country and then figure out how do you translate those laws into technology and create solutions that really employers can use.

Geoff Simpson: [00:17:46] So, we’ve developed solutions now that go across all types of organizations that manage leave. You have our Presagia Leave Solution, which is really for typically employers with a thousand or more employees. We have our Leave Genius Pro Solution, which I’ll talk about a bit later, which is designed for small, medium businesses.

Geoff Simpson: [00:18:04] We have our Absence Compliance Engine, which is actually our rules engine, which we can license out to like software companies that want to build their own leave technology, as well as an H.R. solution for groups to provide leave administration services. So, again, software at the end of the day, but really just helping any company that needs to be able to manage leaves, accommodations, that whole absence management world.

Jamie Gassmann: [00:18:27] Wonderful. And, now you kind of – you’re touching on this but supporting many organizations through your software and your leave of absence management and their leave of absence management. So, when they first come to you, what are some of the challenges that you commonly hear that workplaces are experiencing when it comes to their leaves of absence?

Geoff Simpson: [00:18:48] Okay. So, I think this goes back a little bit to what Stephanie was saying, where there were spreadsheets that were being used. And, I think this is really common. There’s still a lot of employers who are managing leaves and absences with spreadsheets and sticky note and Outlook tasks and that very manual world.

Geoff Simpson: [00:19:10] So, the issues that you tend to see there, there are a number of them. So, there’s the efficiency side of the equation. So, it just takes a lot of time to break out a calculator and calculate does an employee have enough hours’ work to actually be able to take things like the FMLA. They have to fill in letters and all the forms need to be sent out. Huge, huge, time-consuming process. There’s compliance.

Geoff Simpson: [00:19:33] So, not everyone loves to research the laws like Stephanie, but you actually do have to always make sure you’re up to date on all those laws out there across all the jurisdictions you have your employees in.

Geoff Simpson: [00:19:47] High absence rates. That’s another piece of the equation. So, if leave is not really under control, quite often employees are taking more absences than maybe they’re even entitled to. Maybe it’s that some employers we’ve talked to they’re forgetting to return employees to work on time, so people just stay out, which has productivity impacts.

Geoff Simpson: [00:20:07] There’s poor visibility into trends. So, if you’re managing things on spreadsheets, you’re not really going to be able to report on your absence trends. So, where are you having more lost workdays? Are people not reporting leaves at all? That type of thing.

Geoff Simpson: [00:20:22] And then, also there’s the employee experience piece of the equation. So, oftentimes when employees need to take or when an employee needs to take leave, it’s oftentimes a major life event and they want to have some hand-holding going on there. And if you’re too focused having to just keep up with sending letters out and doing the tasks you have to, you’re not really able to provide that hand-holding that really leads to a better employee experience. So, those are some of the issues we see.

Jamie Gassmann: [00:20:52] Yeah. And I mean, I can see, like, you know, if there’s an intermittent leave, where they’re, you know, on, you know, part of the time off, part of the time, you know, that could get really complicated to track as well, and how do you manage that.

Jamie Gassmann: [00:21:06] So, but from an employee perspective, you know, a lot of the times employees aren’t aware of what they’re eligible to take. And to your point of the hand-holding, they’re probably not even aware of how to even handle that process. I mean, is that some of the things that you’ve heard from the employers you’ve worked with?

Geoff Simpson: [00:21:25] Definitely. And I can say just personally if I wasn’t in this world, I wouldn’t have a clue about the different leave laws that are applicable to any leave requests that I would want to make. So, I think we hear that quite a bit, that employees, they need support. They need someone who can really guide them through this process.

Jamie Gassmann: [00:21:42] Yeah. Wonderful. So, talking about the process, from your perspective, why is it so important for it to go smoothly for both the workplace and for that employee? You know, what kind of impacts can it have overall? I know you mentioned productivity. But what are some of the other impacts it can have on the organization?

Geoff Simpson: [00:22:03] Yes. So, we’ve kind of already touched on this a little bit, but one of the big ones is non-compliance. So, if you’re not knowing what laws are out there or what the laws actually provide, then you may not give employees what they’re actually entitled to, which obviously has an employee experience impact but it also has the impact of you’re not compliant with the law, which can put you at risk of backlash.

Geoff Simpson: [00:22:28] Oftentimes, letters are not set on time. So if you’re struggling, you just keep up with the very manual process. Getting things out on time and making sure you’re checking all those boxes to follow the legally required timeline may not be happening. And, again, this can just lead to lawsuits, which can be very costly. Even if you win them, they’re costly to hire a counsel and so on.

Geoff Simpson: [00:22:51] There’s also just excessive absences. So, employees staying out longer than they should, as we mentioned. Productivity impacts there. Also, just lacking lower workforce morale when other people are having to cover for an employee who is out and out for an unexpected amount of time.

Geoff Simpson: [00:23:10] Intermittent FMLA abuse, which you just met brought up, that’s a huge problem. So, intermittent FMLA is that unpredictable FMLA. You don’t know when someone’s going to be taking it, and you need to be able to stay on top of those cases to make sure that employees really are taking the amount that their healthcare providers said they need.

Geoff Simpson: [00:23:29] And then, there are also just some costs around excessive absences. So, productivity we talked about. But there’s also the cost around benefits. So, when employees are out on leave, you’re having to pay for benefits continuation and so on and they’re not actually – they’re not working at that point in time.

Geoff Simpson: [00:23:45] There’s also just the whole inefficiency piece. So, managing leave, very time-consuming, as we’ve already mentioned.

Geoff Simpson: [00:23:55] Also, oftentimes which I’m hearing that leave managers, in struggling to keep up, quite often are putting in overtime just to be able to handle the volume of the cases out there. So, it sounds like Stephanie has a better handle on that and makes sure that that’s not happening. But oftentimes there are employers when they’re still doing things very manually, they’re putting in overtime just to stay on top of things.

Jamie Gassmann: [00:24:18] Yeah, which can ultimately lead to burnout and stress in that department. So, it sounds like there’s definitely a lot of areas of ripple effects that can occur when these are poorly managed.

Geoff Simpson: [00:24:29] Yes.

Jamie Gassmann: [00:24:29] So, looking out over this last year, and I know Stephanie kind of talked to some of the interesting, you know, changes and leaves that she saw as a result of the pandemic and some of just the, you know, the shifts and turns that came as a result of us moving through the last year, year and a half, and now into the third year of this. From your knowledge of what you’ve seen with clients or just monitoring the absence management industry, what are some of the challenges that workplaces had to face with their leave management processes? And, I mean, I’m guessing some of it is just the constant change in regulations. But can you talk to some of the things that you were navigating as an organization trying to support workplaces with the leave management processes?

Geoff Simpson: [00:25:19] So, really what we were seeing there, and first off, there were a lot of challenges across the board, but really some of the things [inaudible].

Jamie Gassmann: [00:25:27] That is so true.

Geoff Simpson: [00:25:28] Absolutely.

Jamie Gassmann: [00:25:29] So true.

Geoff Simpson: [00:25:29] So, one of the things we were seeing that a lot of our clients were having was they were just downsizing. So, either people were being furloughed, downsized, whatever it may be, that led to oftentimes the H.R. and benefits teams who were responsible for managing leave, they now still had to do the same stuff as they did before, but do it with fewer actual people resources. Combine that with leave volumes went way up. So, suddenly people were taking more leave, which means you actually have a ton more case management to do with, again, fewer resources.

Geoff Simpson: [00:26:07] And then the other piece, which you just touched upon was really just around there were so many laws coming out. So when the pandemic first hit, there was an initial onslaught of, I think it was between like 10 or 20 different laws at federal state and local levels that came out. And there’s kind of the idea I think initially that that would be it. But then those laws oftentimes they sunset. Sometimes they got unexpectedly extended. Sometimes they were made permanent. Then more laws kept coming out over the last year and a half.

Geoff Simpson: [00:26:39] So, it’s really just been one of the biggest challenges that we’ve really been working to support. It’s just making sure that we’re always keeping our systems up to date with all those laws so that in turn our customers who really are stuck having to manage these are able to stay up to date with them as well.

Jamie Gassmann: [00:26:56] Yeah. Because I can imagine, you know, employees that are researching on their own with maybe not as much of the knowledge as like what somebody who’s familiar with that compliance area. It could get – I’m guessing, it could be really confusing for them. And so having clear information that’s, you know, that they could speak to those employees, I got to imagine has been a helpful hand navigating the different, you know, absence management challenges.

Jamie Gassmann: [00:27:30] So, looking at your organization, you just launched an updated version of a software that supports small to midsize businesses. So, can you talk a little bit about that and share some information around what that is and how it was created, and anything else you want to share on that?

Geoff Simpson: [00:27:50] I can. So, this is actually a really interesting one. So, I mentioned Leave Genius Pro a little bit earlier. This is the new product that we launched. And what it comes out of is we recognize that small, medium businesses, so groups that really have under a thousand employees or so, they really didn’t have any absence compliance solution that was available to them. Oftentimes, they’re too small to be able to afford to outsource, and then they’re also too small to be able to really afford the enterprise solutions that we’ve seen in the market, and that largely just comes down to cost and the resources available.

Geoff Simpson: [00:28:31] So, enterprise solutions, because they’re very complex, they’re integral system integrations that go on their full implementations go on, there’s a cost associated with that. There’s also a requirement to bring in things like I.T. resources, potentially legal resources, and others to really be able to implement these solutions.

Geoff Simpson: [00:28:51] So, the question for us became, how do you provide really a complex compliant solution to groups that can’t actually afford a comprehensive software platform? It’s not so easy.

Geoff Simpson: [00:29:04] So, we have our rules engine. And, what we did was we worked to build an incredibly easy-to-use web app called Leave Genius Pro. It’s designed to work on all devices, so your computer, your phone, your tablet, whatever you want to use it on. And, what we saw was with the small and medium business world, they need to comply with the regulations. But due to their size, they’re not going to have the same volume of leave cases that a larger employer is going to have. So, their main concern is around compliance versus when you’re talking about a larger employer that concerns are going to be compliance as well as gaining efficiencies to be able to just keep up with all the cases.

Geoff Simpson: [00:29:52] So, what we could do is we could create a tool where you remove some of the more costly items like system integrations, system training, and all those things, and just package it up in a really easy to use system that has the basics of leave administration, but also access to the entire Leave Rules Engine.

Geoff Simpson: [00:30:12] And then, we were able to basically get the price point down to a thousand a year. So, it’s something where, quite frankly, my cell phone bill is more in a given year. So, it’s something that really those small and medium businesses can actually afford and really get that compliance support that they need.

Jamie Gassmann: [00:30:29] Yeah. I mean, honestly, if you think of a thousand a year compared to a lawsuit for not complying with one of the laws, you know, you’re really – it’s an investment into kind of risk management in a way in some degree.

Jamie Gassmann: [00:30:43] So, I mean, and I got to imagine, just the thought came to me thinking about, you know, as workplaces continue to change the work environment going forward and we have more and more of this hybrid or more and more of this remote type setting, and you have employees who now can work really from anywhere. So, employers that maybe we’re used to, you know, all my employees are in one office location in this particular state that’s all I have to navigate, are now being, you know, having to kind of rethink that and realize that they need to stay compliant when they have a remote worker in a different state. Would that be correct from your perspective?

Geoff Simpson: [00:31:24] It really is going to depend a bit. In some cases, yes. In some cases, no. So, this is a thing where every employer should really talk to their legal counsel and see how they want to interpret it because oftentimes the consensus will be that it’s the office that the employee reports back to. That is going to be where essentially where the laws are applied from. But, sometimes that varies. So, it’s really about talk to legal counsel and make sure you’re covered on that.

Jamie Gassmann: [00:31:55] Yeah. Absolutely. And then circle back to Presagia to get a platform that helps you to manage it if you are needing to be in compliance.

Geoff Simpson: [00:32:04] Definitely.

Jamie Gassmann: [00:32:05] From your perspective, what are some of the benefits to leveraging a leave management platform?

Geoff Simpson: [00:32:12] So, these are, again – these are things that we’ve touched upon a bit already, but it really comes down to compliance, just efficiency and time savings. So, trying to process those letters faster, do those calculations faster, have the system track entitlement usage alert you when things are coming due or when things like entitlement exhaustion happen. Control of our absence is a big one. That visibility into your trends and risks, so being able to say in Division A I’m seeing a spike in lost workdays over the past year and things like that. And then, just again the improved employee experience is another huge benefit.

Jamie Gassmann: [00:32:56] Great. So, looking at the work that Presagia does and what you do for the company, what would you say you are most proud of?

Geoff Simpson: [00:33:07] Okay. That’s a good question. So, I would say what I’ve been most proud of is really listening to employers and working with them to find solutions to their complex problems. And, it’s really been about just throughout my career, I’ve been working with them to really try and understand their challenges and identify solutions. And then, going a step further, what I’m proud of as more a company is that we’ve really worked to constantly innovate and take all of these different challenges that employers are seeing in the market and really create solutions that are going to help make their lives easier through just being able to better manage absences and comply with all those laws out there.

Jamie Gassmann: [00:33:57] Wonderful. Always good to hear what people are most proud of. That’s a fun question to ask.

Jamie Gassmann: [00:34:03] At this point, we’re going to hear from our show sponsor. So, Workplace MVP is sponsored by R3 Continuum. And R3 Continuum is a global leader in providing expert, reliable, responsive, and tailored behavioral health disruption and violent solutions to promote workplace well-being and performance in the face of an ever-changing and often unpredictable world. You can learn more about how R3 Continuum can tailor a solution for your organization’s unique challenges by visiting r3c.com today.

Jamie Gassmann: [00:34:36] So, now I’m going to bring both of our guests back for some questions and have a little conversation around this topic a little further. So, in your opinion, what would be some of the telltale signs that it’s time for an organization to look into a resource for managing their leaves? Geoff, let’s get that perspective from you first.

Geoff Simpson: [00:34:57] Okay. Well, I’m probably a little biased here being the software guy, but I’m going to say everyone needs a solution for managing their leaves. So, but going a step further, if you’re still managing these manually, you really need to change and get a system in place. There are systems out there for all sizes of employers.

Geoff Simpson: [00:35:18] The other thing that I oftentimes will see being on the software side of the equation is there will be companies that have outsourced their leaves. And, what they will decide at some point is that they don’t have enough control over the leave process and feel that their employees are unhappy with the experience they’re receiving. So, at that point in time, they want to look and see how can we actually bring this back in-house to really up that level of customer service to their employees, then they start to look for technology.

Jamie Gassmann: [00:35:47] Great. Great answer. And how about you, Stephanie? I know you touched on this a little bit when you were sharing your own personal story. But if you were going to provide kind of a checklist for other H.R. leaders like yourself, what would you say the telltale signs are?

Stephanie Savoy: [00:36:03] Yeah. I think we mentioned this before. Missing deadlines. You know, sending out those eligibility notices and designation notices. The regulations are very clear as to the deadlines that you have to do that by. So if you’re missing deadlines, that’s really a red flag that you have to look into your process a bit further. But also turnover, burnout, and just taking advantage of your resources on your team. If somebody wants to free up their time to learn something else, you know in H.R. world, well, if there’s a solution that can free them up, that’s really wonderful.

Jamie Gassmann: [00:36:41] Yeah. Absolutely. It gives them opportunity to continue to grow in their role and then the organization. That’s great, a great tip to put on there.

Stephanie Savoy: [00:36:48] So looking at, you know, obviously, you know, as an H.R. leader, realizing you’ve got a need for an external platform or an external vendor or anything like that to help kind of manage that process, there’s going to be a cost that’s associated with it. So, you know, what recommendations do the both of you have for how a leader might put together kind of they’re basically, you know, their best case to an executive team for getting approval to move forward with bringing that solution on to help manage the claims? So, Stephanie, do you want to take that on?

Stephanie Savoy: [00:37:29] Yeah. Absolutely. I think it’s always helpful to speak the same language as your leadership team, so find out what really drives them. For us, it was to get down to the bottom dollar. What are we wasting resources on? How can we make that more efficient?

Stephanie Savoy: [00:37:48] So, I had my team track their time. How long does it take to check someone’s FMLA eligibility to get those hours? Look at the leaves in the past year. How long does it take to do one letter? And then multiply that out by a month, by a year, and just say this is the amount of money that we are spending right now. This is what we’re projecting and nobody could, you know, predict COVID. So, but, you know, this is what we’re projecting for increase in leaves and this is how we can save resources. We can save our team and really just be better for our staff members in the field.

Jamie Gassmann: [00:38:29] Great. All right. How about you, Geoff?

Geoff Simpson: [00:38:32] Yeah. So, I think actually Stephanie’s approach was really good. I think at the end of the day numbers tell a great story, and that’s a huge piece of the equation when it comes to making the case for putting technology in place.

Geoff Simpson: [00:38:45] I would just add that you should try and work with your vendors. So, if you don’t know, as much as Stephanie on kind of figuring out the numbers side, vendors have done this before. So, they can really help you articulate why you need a solution and also just the path forward on how to implement it.

Geoff Simpson: [00:39:02] At the end of the day, you need to basically build a business case. So, identify your specific challenges, be it compliance, efficiency, leave spikes, whatever that may be. Map out how you’re doing things now. And then, also just identify the gaps where you’re seeing there are issues and then determine how a solution is actually going to fill those gaps. From there, it’s about that ROI members piece that Stephanie was mentioning.

Geoff Simpson: [00:39:29] So, this can come in different forms. So, it could be that you’re looking at lost workday reductions, which then impact productivity and can lower your absence costs and things like benefits continuation. It could be about reducing your leave administration overhead so that efficiency and not spending as much time on each step in the process.

Geoff Simpson: [00:39:49] It could be around explaining just the cost of a lawsuit due to non-compliance, or just looking at how many queries you’re having to make to your legal accounts in a year about actual leave laws because there’s usually a cost associated with that.

Geoff Simpson: [00:40:02] And then, to Stephanie’s point, knowing your audience. So, a CFO is going to be very much focused on things like financial savings, whereas if your legal counsel is involved, they’re going to care more about compliance.

Geoff Simpson: [00:40:16] And then, from there, you need to figure out what is the path forward and be able to really explain it. So, what’s the cost going to be? What’s the implementation process going to look like? What are the resources that you need to bring in, like I.T., to be able to make sure that it’s going to be a successful project?

Geoff Simpson: [00:40:36] So, really it comes down to making sure you do your research and then really just clearly demonstrating that there’s a reason that you need to make that change.

Jamie Gassmann: [00:40:46] Yeah. Great advice. And, you know, and obviously, it’s timely because, you know, we talked about, you know, the last two years of the pandemic and kind of going into 2022, we still have some of that lingering and still continuing to present itself as a challenge.

Jamie Gassmann: [00:41:03] So, for our audience, you know, looking into 2022, from your perspective, what do you think it’s going to look like from a leave/absence management perspective for organizations? Geoff, why don’t you go ahead and kick us off?

Geoff Simpson: [00:41:27] All right. I’ll jump in there. So, I think to take it back a step, 2020 was a year of just trying to keep up. So, everyone was whacked in the face with this, and budgets were cut, teams shrunk, leave volumes went up, new laws came out. It was all about just do what you can and keep it going. 2021 when budgets actually came back. What we saw was a huge surge in people really looking for solutions to address leave management. And I think we’re going to continue to see that.

Geoff Simpson: [00:41:59] I think in the coming year, one of the things we’re all kind of, I think all employers are a bit worried about right now is the whole concept of the great resignation. And, a lot of employers are really trying to figure out how can we focus on the service level that we provide to our own employees to make sure that they’re happy, they feel valued, and so on.

Geoff Simpson: [00:42:24] So, I think there’s going to be a trend in looking for solutions that are going to really help employers achieve this. So, just being able to really up the level of care. I think we’re also going to keep seeing more leave laws come out and leave laws get extended.

Geoff Simpson: [00:42:41] So, I think in the next year, it’s going to be all about still paying attention to paid, unpaid leaves that keep adding more complexity to the equation.

Geoff Simpson: [00:42:51] Vaccination laws. They’re a little bit of a curveball. No one quite knows how to handle them just yet. But these are a piece where their lead management impacts are also accommodation impacts. So, I’ve heard many employers who are seeing accommodations pop up related to vaccinations, nonvaccinations, and so on.

Geoff Simpson: [00:43:12] And the other piece that keeps being an ongoing trend is ADA accommodations. So, as the law broadened, as the ADA kind of the law and the term and the definition of disability broadens and as employee awareness of the law has also grown, more and more there are requests for ADA accommodations, be it leaves or others. And I think that’s going to continue. Especially with the ongoing pandemic happening, we’re going to see more and more accommodation that’s going on.

Jamie Gassmann: [00:43:46] How about for you, Stephanie? What are some of the things you predict could 2020 would look like?

Stephanie Savoy: [00:43:52] Yeah. I echo everything Geoff said but highlighting the accommodations. Definitely, I think staff members are more familiar with the accommodation process going through 2020, and they’re more willing to speak up and say, “Hey, I need this to be able to do my job better.”

Stephanie Savoy: [00:44:11] Personally, we’re seeing increase in just accommodation requests, whether it’s, you know, work from home, medical marijuana. We’re definitely seeing an increase to all of those. So, we’ve actually just launched the accommodation module within Presagia so we’re looking forward to launching that, and definitely the vaccination as well religious and medical accommodations and tracking those and responding to those. So, that’s definitely going to be a hot topic for 2022.

Jamie Gassmann: [00:44:45] Very interesting. So, if you could give any piece of advice to our listeners, what advice would you give? And Stephanie, we’ll go ahead and start with you.

Stephanie Savoy: [00:44:54] Sure. So, I have a saying up on my wall. You can’t make everybody happy. You’re not pizza. And I think that’s really important to keep in mind. You know, as long as you treat people consistently and fairly and with respect, you’re not – not everybody is going to like what you have to say and that’s okay. You have to be okay with what you’re saying and, you know, be true to yourself and your policies and your company. So, you know, again, you’re not pizza. You can’t make everybody happy.

Jamie Gassmann: [00:45:25] I’m going to have to steal that one. I love that. That’s great. You have some great mottos. How about you, Geoff?

Geoff Simpson: [00:45:32] I mean, as somebody who had pizza for dinner last night, I can definitely attest to pizza. It really does make you happy. I want to say just not to sound like a broken record, but it’s about finding a compliance solution.

Geoff Simpson: [00:45:47] So, at the end of the day, there are just too many laws out there for any person to stay up to date on all of them so find a compliance solution. And also when you start looking, don’t be afraid to ask vendors for support as you go down this path, especially with things like helping to build a business case and figure out how to actually sell essentially the concept of a solution in-house.

Jamie Gassmann: [00:46:09] Wonderful. You both have shared some great information along with some great mottos for today, making all of our listeners hungry for pizza now. But if our listeners wanted to get a hold of you to get more information or ask questions, how can they do that? Geoff, do you want to go ahead and start that?

Geoff Simpson: [00:46:30] Yes. Absolutely. So, easiest thing is just to email me. My email is gsimpson@presagia.com. You can also always go to our website, presagia.com, and submit a request through there and it will definitely make its way to me. And I’m always happy to answer any questions, help anyone out with anything related to absence management.

Jamie Gassmann: [00:46:49] Great. And how about you, Stephanie?

Stephanie Savoy: [00:46:51] Yeah. I’m on LinkedIn. I’m happy to connect with anybody who wants to chat more about leave of absences. So, Stephanie Savoy at LinkedIn.

Jamie Gassmann: [00:46:59] Wonderful. Well, thank you both so much for being on our show and letting us celebrate you, and for sharing your stories and great advice with our listeners. We truly appreciate you being a guest. So, thank you both.

Stephanie Savoy: [00:47:11] Thank you so much.

Geoff Simpson: [00:47:12] Yes. Thank you.

Jamie Gassmann: [00:47:14] Yeah. And we also want to thank our show sponsor, R3 Continuum, for supporting the Workplace MVP podcast. And to our listeners, thank you for tuning in. If you’ve not already done so, make sure to subscribe so you get our most recent episodes and other resources. You can also follow our show on LinkedIn, Facebook, and Twitter at Workplace MVP. And if you are a Workplace MVP or know someone who is, we want to know about it so email us at info@workplace-mvp.com. Thank you all for joining us and have a great rest of your day.

 

Tagged With: American Renal Associates, employee leave, Geoff Simpson, HR, Jamie Gassmann, Leave Administration, leave law, Presagia, R3 Continuum, Stephanie Savoy, Workplace MVP

Workplace MVP: Josh Rock, Nuss Truck Group

November 11, 2021 by John Ray

Josh Rock
Minneapolis St. Paul Studio
Workplace MVP: Josh Rock, Nuss Truck Group
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Josh Rock

Workplace MVP:  Josh Rock, Nuss Truck Group

Josh Rock, Talent Acquisition Manager for Nuss Truck Group, has made a career out of both service to job seekers and going the extra mile to find talent for his organization. Josh joined host Jamie Gassmann for a discussion of a particular passion for him and for Nuss Truck Group:  hiring veterans. Josh discussed how Nuss leverages the talents and expertise of former military, the unique talents veterans offer the company, how Josh finds talent, how he gives back in his role, and much more. Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

Nuss Truck Group

With eight locations in the Midwest, Nuss Truck & Equipment is proud to carry the best lines of trucks, trailers, and construction equipment. Their sales and service teams are highly trained to deliver and maintain the right truck or machine for your application to ensure maximum productivity and efficiency. You and your business can rely on Nuss.

Nuss was founded in 1959 and is a family-run business. This year they will open their ninth dealership and have almost 400 employees.

Company website | LinkedIn

Josh Rock, Talent Acquisition Manager, Nuss Truck Group

Josh Rock
Josh Rock, Talent Acquisition Manager, Nuss Truck Group

After nearly a decade in recruiting with healthcare companies, Josh Rock moved the Nuss Truck Group as their Talent Acquisition Manager in 2o21. Formerly, Josh was in recruitment advertising.

Josh holds a degree from the University of Minnesota-Duluth and is an active alum. He is the recipient of the 2001 Sieur du Luth Award Winner, given for the highest level of involvement and service to the university community.

LinkedIn | Twitter

R3 Continuum

R3 Continuum is a global leader in workplace behavioral health and security solutions. R3c helps ensure the psychological and physical safety of organizations and their people in today’s ever-changing and often unpredictable world. Through their continuum of tailored solutions, including evaluations, crisis response, executive optimization, protective services, and more, they help organizations maintain and cultivate a workplace of wellbeing so that their people can thrive. Learn more about R3c at www.r3c.com.

Company website | LinkedIn | Facebook | Twitter

About Workplace MVP

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, Workplace MVP, confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real-life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

Workplace MVP Host Jamie Gassmann

Jamie Gassmann, Host, “Workplace MVP”

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

TRANSCRIPT

Intro: [00:00:04] Broadcasting from the Business RadioX Studios, it’s time for Workplace MVP. Workplace MVP is brought to you by R3 Continuum, a global leader in workplace behavioral health, crisis, and security solutions. Now, here’s your host, Jamie Gassmann.

Jamie Gassmann: [00:00:28] Hello, everyone. You’re host, Jamie Gassmann, here, and welcome to this episode of Workplace MVP. Across our country, we have an amazing pool of employees with skills and expertise that can enhance any workplace. As we continue to experience employee shortages, employers are having to get creative and strategic on how they recruit for their open positions.

Jamie Gassmann: [00:00:51] One area is to look into [inaudible] organization could hire military veterans and servicemen and women. Your company could be a life-changing opportunity for a veteran or a member of our military, particularly if they are in a transition from military life to civilian life. Many organizations have leveraged this talent pool of prospective employees and seen great success in doing so. So, how can your organization take advantage of this candidate pool? What might be involved with hiring a military veteran or servicemen or women? And, where do you start in building a hiring program that supports this group of employee candidates?

Jamie Gassmann: [00:01:30] Well, joining us today to share his passion and expertise around hiring military veterans and servicemen and women is Workplace MVP and Talent Acquisition Manager for Nuss Trucking, Josh Rock. Welcome to the show, Josh.

Josh Rock: [00:01:45] Thanks, Jamie. Good to talk to you again.

Jamie Gassmann: [00:01:47] Yeah. Absolutely. So, why don’t we start off the show today with you sharing with us your background and how you got into talent acquisition?

Josh Rock: [00:01:56] Well, that’s a long and interesting story. I won’t bore your audience with the full details, but we’ll give you the shorter version. I joined Nuss Truck and Equipment in February of this year, so I haven’t been here that long. Prior to that, I was in the healthcare sector, working with some of Minnesota’s largest regional healthcare organizations as a recruiter. But prior to that, where the base of my career started, I was in advertising, mainly recruitment advertising for about 16 years, helping companies from small businesses to enterprise-level organizations find great ways to engage the candidate base across the country and across the globe.

Jamie Gassmann: [00:02:33] But before that started in college, I went to the University of Minnesota Duluth, go Bulldogs, by the way, big hockey fan, where I studied constitutional law of all things. So, how does a con law guy go into advertising and find his way into H.R.? It’s an interesting story, but, hey, nonetheless, I’m here today helping this great organization find and retain great talent.

Jamie Gassmann: [00:02:58] That is amazing. You know, it’s common. You know, I talked to a lot of H.R. leaders, a lot of, you know, H.R. professionals that have interesting stories very similar to that, how you just kind of fall into this type of work, which is just amazing and fascinating, you know, all in itself that how you get from one place to another and now it’s become like a really amazing passion and an opportunity for you to thrive.

Jamie Gassmann: [00:03:24] So, tell us a little bit about Nuss Trucking and how you got to that organization and what, you know, what are they – you do a lot of military hiring. Tell us a little bit about the background of the company.

Josh Rock: [00:03:36] Yeah. So, Nuss Truck started in 1959 around the Rockford, Illinois area where it was a Mack Volvo or a Mack service dealership run by our current CEO’s father. Bob Nuss then took it over in 1973, took over for his dad, and then, you know, relocated the dealership, an organization to Rochester, Minnesota in 1979. From there, it’s grown into what will be our nine dealerships here in Minnesota and Wisconsin. We are opening up our ninth in Monticello, Minnesota here in January. We have roughly – we’ll have about 400 employees around the end of this year.

Josh Rock: [00:04:18] How I got here? The director of H.R., Joe Spier, joined the organization in 2018, where he had a long-tenured career with Burlington Northern Railroad prior to that. And, he was a client of mine. You know, I helped him find success and, you know, finding great talent across his region through the advertising tools that I was selling and we became great friends. I became a trusted advisor to him, ended up going to his wedding and seeing, you know, him raising his three kids. And, he came to me about a year and a half ago and said, “Hey, you know, I’m interested in making some changes here. Would you consider joining us and bringing, you know, that energy and excitement that you bring to recruitment to our organization?” And, in February, we made it happen.

Josh Rock: [00:05:04] It was hard to leave my old organization. I love, you know, the healthcare space. But through the work, the load, the stress of dealing with COVID, like many of us have had, it was time to make a shift. And, now I get to focus on a much smaller area of recruiting where I get to do it well and I get to help, you know, drive another industry forward. I get to travel more. I get to engage with students more, which are all elements that I thrive on and enjoy as part of my work. So, you know, great combination of different elements have brought us to where we are today.

Jamie Gassmann: [00:05:47] Awesome. Real quick. So, now the recruiting that you’re doing at Nuss Trucking isn’t just specific to military vets have, but have they always had a program focused around that or is that something that you brought with you from your experience in other organizations?

Josh Rock: [00:06:05] So, in other places that I’ve recruited, military has, you know, usually been a commonplace. When you’re in health care, you’re going to find a lot of military folks that have the medical training that could use it in the, you know, public sector or private, depending upon what arena you’re in.

Josh Rock: [00:06:22] But for me, how it came together where I kind of picked it up here at Nuss, is that Joe when he came here, he recognized that, you know, Bob Nuss had long term served, you know, the U.S. Army, in the guard. And, we find that, you know, some common threads in the candidates that we’re not only already working at our organization but and that we’re applying.

Josh Rock: [00:06:45] And so, we focused on that. Joe started putting together some framework regarding how we’re going to attract current servicemen and women and our retired veterans to come work for us and started to really focus on that, visiting military bases across the country, looking at those that are at our specialty schools, technical schools and, you know, use that as a priority point for us to hire.

Josh Rock: [00:07:12] Then, looking at the Nuss’ connection to the White House at the time under the Trump administration and the Department of Labor, I know we’ll talk about this later on, but the Department of Labor’s HIRE Vets Program, Joe decided to make that a big component to our efforts and help us get recognized by the Department of Labor for those through their criteria and made it a focal point for us.

Jamie Gassmann: [00:07:39] That’s wonderful. And, I know from conversations that I’ve had with you, you know, here and obviously at the SHRM Conference as well earlier this year, you’re quite passionate about hiring military veterans. You speak very positively about it. You can tell it’s a really, you know, core focus for you. I think – I see it as both, like, personally and professionally. So, tell me a little bit what’s driving that passion? What excites you about connecting with the military, the vets, and active servicemen and women about the opportunities that you have available for them?

Josh Rock: [00:08:11] Sure, Jamie. You know where that really comes from for me is it’s a parallel to what I was doing in health care. You know, in that healthcare arena, it was finding people who not only just wanted to help people, which is the line you heard all the time, but had a genuine passion for it. In health care, it’s not only the work, it’s the reward of seeing those who come in at their very worst and feeling better when they leave. It’s that same kind of reward, I guess is the best way to put it. But here in trucking, you don’t get that. You’re getting a truck back on the road. So, if for me, I need to find that fulfillment in another capacity. And so, I was able to grab on to that military hiring emphasis and bring that energy to that sector, that group.

Josh Rock: [00:09:00] And so, now, while I’m looking at our military, you know, veterans and servicemen and women to join us here at Nuss, I make that my focal point. I get to talk to them about where are they going? Where are they coming from? How they can now be successful as a civilian here with our organization with little effort and little stress about joining that world because it is completely different being in military and going into civilian, you know, and re-engaging and re-interacting and re-entering those worlds. And so, how do I, as an H.R. professional, as a recruiter, make that easier for them, whether they join me or not? Hopefully, they come to us at Nuss. But if they don’t, I can do little things here and there, résumé advice, network connections, et cetera, and help them steer that civilian career forward.

Jamie Gassmann: [00:09:53] Yeah. That’s wonderful. And, I know we’re going to talk a little bit about kind of the career direction and some of those shifts from being, you know, a military lifestyle to a civilian lifestyle both, you know, in a professional sense. But looking at vets and servicemen and women, you know, there’s a lot of transferable skills that they’re learning on the job and experience that they’re having from the types of work that they’re asked to do whether, you know you’ve got a combat engineer who’s building roads, who’s never done construction in their personal life now has the skills for how to build a road through the work they did as a military soldier.

Jamie Gassmann: [00:10:32] So, talk to me a little bit about some of that that can be missed sometimes, you know, when an employer is looking at maybe just a college degree or certain skills. How – you know what are some of those skills and experience that you found in the work that maybe you’ve done in the healthcare sector and now in this trucking sector that are beneficial to workplaces that, you know, employers really should be taking notice of?

Josh Rock: [00:10:58] Yeah. Great, great points there, Jamie. You know, obviously, when I’m looking at health care, it’s going be a little bit different because, you know, they’re going to have some medical aptitude.

Josh Rock: [00:11:08] Here in trucking and transportation, one of the differences that, you know, we look at is what structure, you know what capabilities do they have that will align. I mean, I’m talking to infantrymen who are not mechanics, do not have formal diesel training. But when they’re out in the middle of Kuwait or Mogadishu or wherever they may be stationed, Germany, like, you know, that you told me about your dad. When they’re out, they have to actually repair and work on their own vehicles. There isn’t going to be a diesel tech in the middle of nowhere, in the middle of the mountains of Afghanistan, to fix when their Humvee breaks down. So, they have to have the general aptitude to be able to fix that and get them running again to wherever they’re going.

Josh Rock: [00:11:56] And so, I’m able to ask and knowing about those roles through my own research prior to be able to pull those pieces out and find a thread that will make them successful, at least, to start in our roles. And then, we’ll provide them the additional training and expertise for them really to stand out and grow what is a job into a passionate career, as a diesel tech or parts coordinator, et cetera, here in the civilian world.

Jamie Gassmann: [00:12:24] Yeah. That’s amazing. Finding, you know, certain things or experiences, you know, can go a long way in helping them to understand how they can grow. That’s great.

Jamie Gassmann: [00:12:33] So, talking about, you know, the challenges that the military vets and active soldiers might have when they’re looking for work and a career direction and you kind of mentioned that and I know we talked a little bit before that where, you know, in the military, you really know kind of the org structure, if you will, and exactly what your next move is. And, if you’re willing to take it and go through some of the additional training or education that the military is asking for, you can get that promotion. Talk to me about, like, how that shift to kind of that civilian world can be difficult when they’re looking at a career path.

Josh Rock: [00:13:11] You know, where a lot of the difficulty lies is the understanding. You know the recruiters, the hiring leaders, the corporate folks not understanding what the military occupational codes are. You know, how does that align with our civilian opportunities and then vice versa? How does a current or retiring service person correlate their job titles or duties to what a company is looking for?

Josh Rock: [00:13:41] Perfect example. Just Wednesday of this week, I was at the Minnesota Veterans Career Fair in Brooklyn Center and I had people stopping by who had no background in trucking or diesel mechanics, et cetera, and they were able to provide me résumés and I can look through their job history and find little segments and say, “Okay, based on what I see here, here are some opportunities that we can look at.” Because so often, whether it’s military or not, one of the easiest things people hinge on is they look at job titles. We got to stop doing that. And so, by me, being an employer of choice, saying, “Hey, let’s look at the job duties you’ve enjoyed doing or some things that you know well. Start your search in that direction.” And, as a recruiter, what I’m looking at, you know, current or former military, looking at what they’ve done and if I know the MOS codes and they listed on their résumé, I do my research ahead of time and preparation ahead of time to be able to find where I can apply them differently.

Josh Rock: [00:14:47] And so, knowing these things, having to learn them on my own, I have no problem contributing to the benefit of either side and saying, “Hey, here are some resources. Here are some tools to bridge those gaps.” Because realistically, the only difference between the recruiter or hiring leader and the candidate is one has the job and one’s looking. They’re virtually the same thing. So, why do we have to make it so hard? Can we find a way to make it easier?

Jamie Gassmann: [00:15:15] Yeah. Absolutely. And, you mentioned, like, on their résumé, understanding, you know, that military words or world. So, like, if somebody were a career military, they joined right out of high school, and they made it all the way up to an NCO.

Josh Rock: [00:15:32] Yep.

Jamie Gassmann: [00:15:32] You know, I grew up military. I know I’ve shared that on other shows that we’ve had. I understand what that means. But a lot of people don’t know what that means, I’m guessing, or how that correlates back to a position. And so, you know, how can an employer, and I know we’re going to touch on some of the tools and resources, but it does take getting to understand some of that world when you’re building a program like this, you know, or looking and considering a military candidate, looking up what does NCO stand for, you know, a noncommissioned officer. So, it’s like they’re in a leadership role. But does somebody know that and have you run into that with some of your candidates? Where – do you help them with that on their résumé? Like, how can they spell that out or help a hiring manager as well?

Josh Rock: [00:16:21] Yeah. You know and one of the things that I’ve done and I hope that those that are listening to the show have done and if not, feel free. Make sure you do this as a crucial addition to your goal list here coming up is connect with a veterans employment rep in your area. Because these people are – they’re trained to be resources not only for, you know, or interacting and engaging with the military folks that they’re working with but just giving you the correlation, giving you the tools, providing you information to make those things easier. And, I’ve done that many times. In fact, I was actually emailing back and forth with one of my vet reps here in Minnesota about my job opportunities. I send him a laundry list of our openings so that he can spread them out via email to all of his, not only coworkers but his cases, all of the candidates that he’s working with.

Josh Rock: [00:17:16] These people are paid to work with you, so use them. If you don’t know who they are, reach out to me if you want to after the show and I will help find where they might be in the area near you through the folks that I’m connected to and help bridge that gap because there shouldn’t be any reason why we’re not engaging, interacting with these vet reps or being that conduit between these audiences.

Josh Rock: [00:17:43] So, that’s an easy point, to make a connection there. You know, looking at other ways of doing that, you know, sitting down and talking, volunteering your time. You know, when you – if you can find these groups sitting down and -aside from doing interviews – because that’s the easy part, we do that all day, sit down with a vet and go over their résumé and coach them about what we, as recruiters or hiring leaders, look for.

Josh Rock: [00:18:08] At that same job fair on Wednesday, I sat down with a gentleman named Jeremy. He is in human resources, personnel, and he’s looking at an H.R. business partner role or an H.R. manager role but doesn’t know how to make the connections in the civilian world. You know, what things should he highlight in his resume? And, I took 10 minutes out of my time just to sit down and chat with him about, “Hey, you know what? I don’t have any H.R. openings, but here are some things that as a hiring leader, as H.R. manager, I would be looking for on your résumé.” Why not volunteer a little time? You know, give back. It’s good karma.

Jamie Gassmann: [00:18:45] Yeah. It’s very good karma. And, I love that idea of almost kind of on-demand mentor, if you will, for them looking for work. So, looking at the employer side of it, you know, there are benefits to hiring somebody with a military background and/or somebody who maybe is in an active, you know, whether they’re a reservist or a national guardsman. What are some of the benefits that you found from working with vets that they’ve brought to the organization?

Josh Rock: [00:19:20] Well, there’s a laundry list. You know, some of the easiest ones that I can just rattle off that we all should be able to as leaders is leadership. These folks not only understand the chain of command but they’ve been trained on how to lead others. Every year, every week, every month, somebody’s coming behind them that needs training that they’ve been given, mentorship, et cetera, about whatever field or practice that they’re in. So, they’ve had to do that. That is deeply utilized in any organization because nobody, no organization is just stagnant. People are retiring. New people are coming in and these folks are trained to be leaders automatically whether they were in leadership formally or not. And so, why not utilize that skill?

Josh Rock: [00:20:09] One of the biggest things for us here at Nuss is that this same military personnel, they’re used to working all shifts. They don’t get to decide. I’m only a first shift instrument. That doesn’t happen. I’m only a first shift officer. That doesn’t happen. They work around the clock. And so, if you have needs that fit nonoptimal schedules for the easier, you know, civilian folk, then look at these military personnel who’ve had to work all shifts understand what it’s like and may not mind doing that versus others.

Josh Rock: [00:20:46] That’s the first thing that I look at. I mean, when I was talking to a gentleman earlier this week, you know, coming out of the military, looking for a new job, I said, “You know, what are you looking at shift-wise?” He goes, “I’ll work any shift.”

Jamie Gassmann: [00:20:59] Yeah.

Josh Rock: [00:21:00] Simple. You know, meanwhile, I’m looking at students that are at the local technical college and they’re, “I only want to work first shift.” Why? “Well, somebody – you know, my girlfriend, my significant other is working first shift,” and these people don’t care. They just want to work. They want to earn a paycheck. They want to enjoy life just like everybody else. But they’re not set on whatever that is because they’re used to working all shifts. So, they’re more of a utility player, which is fantastic. They’re driven. They’re driven to succeed. They’re not numbers-based oftentimes. They’re committed to it. There’s a service level of commitment that they hold higher than anybody else.

Josh Rock: [00:21:42] Those are just a few. There’s many more where that came from, but I’ve never found any of the military that I’ve ever hired or interacted with that really had any negatives. They passed drug tests. That’s out of the way. They pass background checks. That’s out of the way. I mean, so, all of these things that we run into with our standard civilian candidate pool, they automatically clear those gates because they’ve had to, being through the military.

Jamie Gassmann: [00:22:11] Yeah. Absolutely.

Josh Rock: [00:22:11] Actually easier.

Jamie Gassmann: [00:22:12] Yeah. And, they have really strong work ethics, and I think you’re kind of alluding to that.

Josh Rock: [00:22:16] Yeah.

Jamie Gassmann: [00:22:17] You know, because a lot of the times the role that they’re playing, you know, there’s lives on the line, whether it’s theirs or their comrades. So, it’s really important.

Jamie Gassmann: [00:22:27] So, looking at, you know, obviously, there’s you know, to your point, there’s a laundry list of different benefits that, you know, a military personnel bring to a civilian job. What are some of the challenges that employers might experience, you know, with hiring a military vet or a serviceman and woman that are maybe active in a reserve status or a national guard status?

Josh Rock: [00:22:53] Sure. One is time, right? Because, you know, if they’re in the guard, they’re going to have to do their, you know, weekends and there are two weeks, you know, those times that they have to go off to camp and training and those types of things. Then, you throw in deployments, you know. And, as an employer, we have to work around those things and we have to be comfortable, knowledgeable, and understanding about that and embrace that request, that time off that they’re going to need. Not all teams understand that. Not all leaders understand that. And, we need to give those folks the training and understanding so that way they embrace it as well.

Josh Rock: [00:23:29] Here in H.R., I get it. You know, I understand the commitment that they’re putting in. I understand the commitment their families are putting in. So, why can’t we do the same as an employer? So, that’s one.

Josh Rock: [00:23:41] Then, we run into, you know, mental issues, PTSD, et cetera. Providing the resources, making sure that they have the benefits available to them to be the best person that they can be and be the healthiest person that they can be. So, having those understandings, making sure leaders are aware within reason of things that they may have to encounter with working with various staff members and have the resources to support, you know. And, there’s countless others. It’s just being able, being nimble, being flexible to what our employees, our new employees, or tenured employees that may battle these things or have these issues pop up. We’re ready and prepared to handle and work with them.

Josh Rock: [00:24:28] You know, one thing about working here at Nuss, you know, versus other organizations have been a part of is we look at our staff as family. And, if somebody comes to us as an employee or a candidate and they’re battling certain issues that our military, our veterans may have, we treat them like family. We don’t ship them off and say, “Go do this and go do that and you fall under this criteria.” No, treat them like the family you have at home. That’s the best way because they’re going to keep coming back. They’re not going to leave and go to somebody else.

Josh Rock: [00:25:01] You know, so think about that. How would you want somebody in your family to be when they’re dealing with these things? Do the same. Not every organization is going to because it’s about ones and zeros, and so be it for those organizations. But somebody like us at Nuss, this is something that we focus on. We make sure that we have the resources available to them so they can be successful and through that, we as an organization can be equally as successful.

Jamie Gassmann: [00:25:26] That’s wonderful and kind of ties into my next question and talking about those situations where you do have a reservist or a national guard who is deploying. And, there’s you know – and I know I’ve talked about it on the show before, and I probably mentioned it earlier too, you know, my brother himself is actually in Kuwait right now. And, I know, you know, just through his stories and like through my other family member stories with these deployments, you know, there’s this, you know, there’s obviously time away from work prior to going where you’re kind of mobilizing and sometimes you’re at work and then you’re out of work and then you’ve got obviously the duration of time for the deployment. And then, there’s this time on the backends where you’re kind of engaging with your civilian life.

Jamie Gassmann: [00:26:14] And, as an employer, how – you know, you kind of are hinting at it a little bit in your response to like what Nuss does, but how can an employer help that employee, help that family member when they’re going through that? You know, what are some things that they can prepare their work environment for that allow for them to be able to give that employee that support and flexibility that they need during that time?

Josh Rock: [00:26:40] You know, one of the things that we’ve done and I’ve seen with other organizations is they have a point person in the H.R. structure or leadership structure that those folks can go to as a resource, when they need to talk about time off needs, support needs, et cetera. It’s not a roving, you know, support where they got to call in and they’re going to get John. And, the next time they call in, they’re going to get Mary, and the next time, no. One person of contact so they don’t have to share the stories over and over and over again.

Josh Rock: [00:27:14] I mean, we hear about the runarounds that people get through some of the medical support, you know, VAs, et cetera, just because of the sheer volume that they deal with. In our organizations, we can dedicate a person to be that point person for them as a resource. It’s not – it shouldn’t be a problem. It shouldn’t be a barrier. So, how do we make those things easier? Because they’ve got enough things to deal with.

Josh Rock: [00:27:40] But then providing training, provide leadership training, provide staff training where needed, that when somebody is coming back or somebody is deploying, how are we going to support them before and after? Because that’s easy stuff for us to do. We provide – we’re in H.R. We provide trainings for tons of things. We provide policies for everything under the sun. So, why can’t we do the same here? Why can’t we be proactive versus reactive?

Josh Rock: [00:28:06] So, those are some of the easy ones. You know, looking at time off, making sure that your team is allocated for coverage because obviously you have to save and retain that opening for when that person comes back should they want to come back. You know, make sure your workforce is agile to those shifts. Make sure that they – you know, you’ve got a plan of attack. When they leave, who’s going to cover projects that they were working on? Make sure the transition plans are already ready to go. So, it’s not a burden on the employee, but a burden on the organization. It’s a paradigm shift. These are easy things that we can do as employers to make that change easier on both ends.

Jamie Gassmann: [00:28:48] Yeah. And, I got to imagine communication has got to be key internally because I mean obviously you’re catering to the one employee in terms of the leave that they – you know, as an employer, you’re obligated to give that time and you want to because, you know, they’re giving back to society. They’re protecting our country, all of those facets that come with being a part of the military. But how does an employer with the other employees – you know, how important is communication and how do they make sure they’ve got the proper communication channels with what they’re able to share?

Josh Rock: [00:29:25] You know, for us, it’s timeliness, right? It’s being able to pull the trigger so to speak early on and saying, “Hey, we know this is coming. We know this person’s deploying or they have this time off due to this,” and saying, “Here’s what we’re going to do, already have a plan of action.” Communicate to the staff. Let them know that they’re their best buddy in the stall next to them is deploying and how do we support them. Communicating early and effectively. Again, providing them a resource to come back to us with concerns, needs, et cetera. How do we support them as a whole? Because, again, I laugh because people think that H.R. is a bunch of robots. No. We have human in our titles, so why can’t we be human in each and everything that we do? That’s easy. Sometimes it’s overlooked. Sometimes it’s overthought. So, address the humans, not the policy.

Jamie Gassmann: [00:30:21] Yeah. Great. It’s a great point to take a moment to hear from our show sponsor. So, Workplace MVP is sponsored by R3 Continuum. R3 Continuum is a global leader in providing expert, reliable, responsive, and tailored behavioral health disruption and violent solutions to promote workplace well-being and performance in the face of an ever-changing and often unpredictable world. You can learn more about how R3 Continuum can tailor a solution for your organization’s unique challenges by visiting r3c.com today.

Jamie Gassmann: [00:30:58] So, you know, you’ve obviously kind of worked in having, you know, these programs in places and navigating some of the benefits and some of the challenges, and you’ve seen some learnings over your years of hiring military vets and servicemen and women. Can you share some of those key learnings with our audience?

Josh Rock: [00:31:19] Key learnings. You know, for me, obviously, I didn’t do a ton of military hiring before coming to Nuss. It wasn’t nearly as prominent. You know, in the healthcare space, it was, you know, focusing on backgrounds in care providing and those that were passionate in particular sectors, whether it was oncology or transplant or emergency. And so, it was getting into here and learning kind of where things were coming from and how could we leverage it going forward. And, you know, for me, it’s always been about giving back. And so, when you look at how much our veterans have given and our servicemen and women are giving now, why can’t I do the same? And so, since joining Nuss, I make sure that I’m available to these vet reps across the state.

Josh Rock: [00:32:11] You know, I connect with the veteran employment personnel at these different technical schools that I’m going to. So that way, if I’m not talking necessarily about what we’re doing here at Nuss, I can at least provide them the resources about what other recruiters or other H.R. across the country are looking for and how to make those connections, making my network available. You know, promoting things like Job Hunt Chat that I’ve been doing every Monday for the last 11 years, talking about job-seeking advice, just giving resources.

Josh Rock: [00:32:42] I can’t solve the world’s problems. I know that. I know the servicemen and women can’t solve the world’s problems just on their own. But what we can do is provide the resources, provide the expertise, the knowledge to bridge those gaps. And, if it lands them here, fantastic. If it lands them with one of my partners, one of my friends, even better because, again, we all, not just me but them as well, are working to provide for our families. So, why not? I mean, let’s make this easier.

Josh Rock: [00:33:16] And so, I’ve, you know, dug in, you know, got to get my learn on, give up my time to these folks and other employers to help bridge those connections, that knowledge base, because it is important. These folks have given a lot of their life on our behalf. And, small incremental, you know, additions out of my schedule can make such a huge difference whether they join me or somebody else.

Jamie Gassmann: [00:33:45] That’s amazing. And, the work you’ve been doing and the work that Nuss has been doing has, you know, paid off, you know, in hiring military vets and servicemen and women because you are award-winning through the Department of Labor. I know you mentioned that earlier in the show, a little tiny sneak peek at, you know, the veteran programs that they recognize employers who have outstanding programs with. Can you talk a little bit about that award that you’ve won?

Josh Rock: [00:34:10] Definitely. You know, one thing, since we hire from across the country, we’ve focused on one of the programs that Joe was aware of which is the Department of Labor’s HIRE Vets Program. That program is available to anyone across any employer across the country. They have criteria. Things like percentage of new hires that are veterans, percentage of veterans that are retained over a 12-month period, programs to hire those folks training to your H.R. team regarding hiring of veterans, tuition assistance, you know agreements and availability of programs and such for those folks once they do join your organization. So, there’s this – and it’s not long. I think there’s nine qualifying points to become HIRE Vets Medallion eligible.

Josh Rock: [00:35:05] And then, you know, there’s different gates whether you’re a small employer, media employer, or a large employer. And then, obviously, you know, just like any other, you know, submission program, there are deadlines. And so, we make sure that we, you know, strive to hit our numbers, you know, our qualifying points each and every year. And, for us at Nuss, we’ve been lucky to be awarded the gold medal here in 2019 and 2020. We are the only trucking dealership in the U.S. to receive that award. We welcome anybody else to join us obviously. It’s not something that we want solely exclusive, although we’ll carry that badge for now.

Josh Rock: [00:35:45] And, I believe when this podcast is released, I believe the Department of Labor will announce the 2021 award, which I think we’re up for maybe a platinum but more likely the gold. But we’re eager to find out either way where that comes from. And, if somebody’s not necessarily up for the national DOL version, I highly encourage you to look at the Beyond The Yellow Ribbon Programs in your own region, in your own state, completely different criteria to get into that program and be recognized for. Usually, what that program starts with is connecting with a veteran’s rep in your region and starting to build your plan portfolio as to how you’re going to hire, retain, and engage veterans, current servicemen and women and their families. Because it’s not just the soldiers themselves, it’s their families that are also included in that program. So, definitely take a look at Beyond The Yellow Ribbon or Yellow Ribbon Company programs in your state or your region. And look at that. It’s another way to get yet deeper involved in hiring those folks and their families.

Jamie Gassmann: [00:36:56] Yeah. That’s awesome. And, you know, for business leaders hearing this podcast and going, wow, I, you know, thought about it, or, you know, I’ve hired a few vets or maybe want to build like a more robust, like focus recruiting program around it. What are some of the recommendations for where they can go for tools and resources that can help them to put that structure together?

Josh Rock: [00:37:19] Great question, Jamie. So, for the Department of Labor, you just literally go to the Department of Labor or Google HIRE Vets and all the information is right there on their page. I’ve got a sheet right in front of me talking to me about the criteria. It’s really simple. It tells me the timelines of when things need to be submitted, shows me the costs. You know, it shouldn’t be about that, you know, the financial impact, but it’s going to give you, you know, dividends in spades. But it’s there because finances are going to wonder about it. But everything is right there. Super easy. Very simple to do. The Department of Labor has made it really easy to submit on a regular basis.

Josh Rock: [00:37:55] The Beyond the Yellow Ribbon Program. Here in Minnesota, it’s a little bit more extensive. The plan is a little bit more robust because it does include more than just the soldiers themselves. But if you don’t get that recognition, the organization actually has put out a number of key areas for companies to plan around instead of things like focusing on training policies and procedures. How can you help the servicemen, women, and their families? Training and development? Community outreach? I mean, we all should be reaching out. We all should be giving back. And, so talking about those things. Joining committees. Recognizing those folks. Being a part of events in your community when those people are deployed and their families are here supporting them while they’re gone. You know, there are a number of employees in your organization that have family members who are serving. So, how can we support them?

Josh Rock: [00:38:52] And so, they give you these tools readily on their website to make that easier. Oftentimes we get so focused on what’s in front of us that we don’t think of the easy things on the sides. Take five minutes out. Look at what could you do tomorrow. What could you do next month that you haven’t put into play right now?

Jamie Gassmann: [00:39:12] Great advice. And, obviously looking at the great work that you’ve done and building your recruiting program at Nuss, you know, what are some of the key accomplishments that you would say you are most proud of and why?

Josh Rock: [00:39:27] Well, one of the biggest ones that I talk about is when I’m standing in front of a vet rep or I’m out at a military base and they say, “Well, how many servicemen you have working for you?” I can probably say we have 11% of our staff that has either served or is serving. That’s huge. I mean, we’re an employee base of, you know, like, I said we’ll be at 400 by the end of the year, 11%. That’s a large demographic in our organization that has given their time, talents, and their life to serving us. And, we’re proud of it.

Josh Rock: [00:40:02] We just – we’re rolling out our red program, you know, remembering everyone who’s deployed every Friday here. We have our employees wear their red polos or their red hats to recognize and remember those who are gone or who have and show that support. And, these are easy things to do. You know, I’ve got a fairly large head, so I’ve got a nice fitted cap on delivery to me. I’m kind of excited to wear it on Fridays.

Josh Rock: [00:40:31] But those are some great ways that we’ve done to recognize and support and continue that effort to keep those 11%, if not more, working with us here at Nuss.

Jamie Gassmann: [00:40:43] Yeah, and that’s amazing because you’re creating a community forum and that is so important, you know, because they’re coming from an environment being in the military where that camaraderie and community is so important for both just the military personnel and their families. You know, they both have, you know, that community of support. So, that’s amazing. And, congrats on those stats. That’s great.

Josh Rock: [00:41:09] Thank you. We’re excited.

Jamie Gassmann: [00:41:10] Yeah. I bet. I bet. And, I bet you’re excited for the Department of Labor to let you know, you know, where you stack up this year. Are you going to be platinum or gold?

Josh Rock: [00:41:21] And, Jamie, you know [inaudible] I’m competitive. I am really competitive in everything that I do, so I’m eager to get that. I was hoping that I would have had it before we recorded the show today. So, next week, when it does come out, we’ll be blowing it up on our social media channels. I’m going to be calling my vendors to build me new banners, to talk about that new award.

Josh Rock: [00:41:41] You know, obviously, you know me I’m a big sports guy and, you know, you can talk about back-to-back-to-back, whether it’s the Chicago Bulls winning the national championship back in the NBA or the Tampa Bay Lightning winning the back-to-back Stanley Cups. Well, we want to be back-to-back-to-back gold or back-to-back platinum. We want that status. We want to acknowledge our efforts and tout that in front of our military personnel as to why they should come work for us here at Nuss.

Jamie Gassmann: [00:42:07] Yeah. Oh, that is so fun, too. It’s kind of like you’ve given yourself that recognition that you want to showcase and show off and that’s fantastic. So, if our listeners listening in are going, “Wow, that’s some great information. I’d love to hear more,” and they want to get a hold of you and hear a little bit more directly from you, how would you like them to get in touch with you?

Josh Rock: [00:42:28] They can find me on just about every medium out there. You can reach out to me by email, my email at jrock@nussgrp.com. You can find me on LinkedIn. My profile is out there just like everybody else’s. Josh Rock, pretty easy to find. Twitter. Jamie, you know I’m a big Twitter guy, so you can find me @JRock96 on Twitter. If you want to talk job-seeking advice, Monday nights 9 o’clock Eastern, 8 o’clock Central. You can check me out on Job Hunt Chat, #JobHuntChat. Super easy. Any of those vehicles are great ways to connect with me. I am more than happy to pick up the line and have a conversation. Most folks that know me personally know that if you creep on my LinkedIn profile, I am going to call you. It’s just one of my many tactics of engagement. So, feel free, reach out any way possible, and I’ll be happy to have a conversation.

Jamie Gassmann: [00:43:25] That’s fantastic. Thank you so much for being on the show. It was such a pleasure to talk with you, especially about such an important topic and another opportunity for recruitment that some employers, you know, should be actively looking at. So, thank you so much, Josh, for joining us today.

Josh Rock: [00:43:43] Thanks for having me, Jamie. Love it.

Jamie Gassmann: [00:43:45] Yeah. And, for all of those listening in to the show, thank you for tuning in, and to our show sponsor, R3 Continuum, thank you for supporting Workplace MVP podcast. For those listening in, you can follow us on LinkedIn, Facebook, and Twitter at Workplace MVP, and definitely make sure you subscribe to our show to get our most recent episodes and other resources. If you are a Workplace MVP or if you know someone who is, we want to know about you or them, so definitely email us at info@workplace-mvp.com. Thank you all for joining us and have a great rest of your day.

 

Tagged With: DOL, hiring veterans, Jamie Gassmann, Josh Rock, military veterans, Nuss Truck Group, R3 Continuum, Veteran transition, Veterans, Workplace MVP

Workplace MVP: Wendi Safstrom, SHRM Foundation

October 28, 2021 by John Ray

Wendi Safstrom, SHRM Foundation
Minneapolis St. Paul Studio
Workplace MVP: Wendi Safstrom, SHRM Foundation
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Wendi Safstrom, SHRM Foundation

Workplace MVP:  Wendi Safstrom, SHRM Foundation

In this conversation with host Jamie Gassmann, SHRM Foundation Executive Director Wendi Safstrom observed that a failure to support employees’ mental health not only weighs on the employees themselves but also weighs heavily on an organization’s bottom line. With that factor in mind, Wendi outlined several new initiatives of the SHRM Foundation, including an in-person summit which included participants across the organizational structure, including CEOs. She discussed issues which have made mental health and wellness a top priority for the foundation, the research they are drawing on, the costs of an organization doing nothing, and much more. Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

SHRM Foundation

The SHRM Foundation’s mission is to mobilize the power of HR and activate the generosity of donors to lead positive social change impacting all things work. The Foundation is committed to elevating and empowering HR as a social force through its innovative solutions to workplace inclusion challenges, programming designed to inspire and empower the next generation of HR leaders, and awarding scholarships and professional development grants to educate and develop students and HR professionals.  The SHRM Foundation is a 501(c)(3) philanthropic arm of the Society for Human Resource Management.

Company website | LinkedIn

Wendi Safstrom, Executive Director, SHRM Foundation

Wendi Safstrom, Executive Director, SHRM Foundation

Wendi Safstrom is a senior non-profit leader committed to serving the public through philanthropic program management, cultivating strategic partnerships and managing and developing high-performing teams. She has both association and nonprofit management experience including; national program development and administration, membership strategy, marketing and product development, grant management, development and donor stewardship, and leading cross-functional teams. Safstrom currently serves as Executive Director for the Society for Human Resource Management Foundation (SHRM Foundation), where she leads the development and implementation of SHRM Foundation’s programmatic, development, and marketing and communication strategies in support of SHRM Foundation’s new mission and vision, creating growth plans and ensuring alignment with SHRM goals.

Prior to assuming the role at SHRM Foundation, Safstrom served as Vice President at the National Restaurant Association and National Restaurant Association Educational Foundation, where she led the development and implementation of their Foundation’s most recent five-year strategic plan, and was responsible for all Foundation programming, including workforce development initiatives, scholarship and event management, community relations and engagement initiatives. The NRAEF’s philanthropic programming supported a number of audiences including high school youth, veterans transitioning from service to civilian work and life, opportunity youth and incumbent workers. Of particular note, she led the implementation of the restaurant industry’s premier high school career and technical education program, growing the program to over 2,000 public high schools, engaging over 150,000 students annually, nationwide. In 2016, she served as lead project director for the development of a $10 million contract awarded by the U.S. Department of Labor to develop the hospitality industry’s first apprenticeship program, and was instrumental in the Foundation’s reorganization and relocation of operations from Chicago, Illinois to Washington, D.C., transforming the staff and culture.

Safstrom has also held human resource management roles with the Leo Burnett Company and Hyatt Hotels Corporation in Chicago, Illinois. She has a BS in Business Administration from the Eli Broad School of Business at Michigan State University and was recognized as a member of the 2014 “Power 20” by Restaurant Business Magazine as a leader in philanthropy within the restaurant industry.

LinkedIn

R3 Continuum

R3 Continuum is a global leader in workplace behavioral health and security solutions. R3c helps ensure the psychological and physical safety of organizations and their people in today’s ever-changing and often unpredictable world. Through their continuum of tailored solutions, including evaluations, crisis response, executive optimization, protective services, and more, they help organizations maintain and cultivate a workplace of wellbeing so that their people can thrive. Learn more about R3c at www.r3c.com.

Company website | LinkedIn | Facebook | Twitter

About Workplace MVP

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, Workplace MVP, confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

Workplace MVP Host Jamie Gassmann

Jamie Gassmann, Host, “Workplace MVP”

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

TRANSCRIPT

Intro: [00:00:04] Broadcasting from the Business RadioX Studios, it’s time for Workplace MVP. Workplace MVP is brought to you by R3 Continuum, a global leader in workplace behavioral health and security solutions. Now, here’s your host, Jamie Gassmann.

Jamie Gassmann: [00:00:25] Hi, everyone. Your host, Jamie Gassman here, and welcome to this episode of Workplace MVP. So, I just saw a statistic the other day that indicated that $23 billion dollars is spent annually in the United States from the loss of work productivity as a result of depression alone. Depression also contributes to 200 million lost workdays annually around the world. Now, imagine the other common mental health diagnoses that employees may be dealing with, like anxiety or bipolar disorder, and what the loss of productivity and workdays might look like with all of them combined.

Jamie Gassmann: [00:01:02] A focus on mental health in the workplace has become more of a priority to employers and employees over the last year. But there’s still a stigma that workplaces are facing when it comes to talking about or offering mental health support in the workplace. How can employers ensure they’re offering the right level of mental health and wellness support? And, how can they ensure they are reducing, if not eliminating, the lingering presence of stigma?

Jamie Gassmann: [00:01:27] The Society of Human Resource Professionals, also known as SHRM, is on a mission to help employers create better workplace wellness through their SHRM Foundation. And, with us today to share the great work SHRM Foundation is doing to better workplace mental health and to offer best practice advice for our employers and listeners of Workplace MVP is SHRM Foundation President, Wendi Safstrom. Welcome to the show, Wendi.

Wendi Safstrom: [00:01:53] Thank you. Thanks so much for having us today.

Jamie Gassmann: [00:01:56] So, let’s start off. Can you walk us through your career journey and how you kind of – the path you took to getting to the position you’re in today?

Wendi Safstrom: [00:02:06] Sure, absolutely. And, thanks for asking. So, I have been with SHRM Foundation for just over four and a half years, and I have the great pleasure of working with the CEO and President of SHRM, Johnny C. Taylor, Jr.

Wendi Safstrom: [00:02:18] And, over the last couple of years, we’ve really morphed the work we do, our purpose, vision, and mission. And, again, I’m just really honored and proud to be representing the foundation today, and I’m really excited to be in this particular role when you talk about my professional journey because I was an H.R. professional way back. Back in the day, right after I graduated from school, from college, I had different recruiting and H.R. roles with the Leo Burnett Company, a large advertising agency in Chicago, and with Hyatt Hotels, their corporate offices in Chicago as well.

Wendi Safstrom: [00:02:51] Fast forward, about 20 years later, now, really, what I would consider an association and nonprofit lead, right? So, I’ve got experience in National Program Development Administration, membership strategy, marketing and product development, grant management, all the kinds of things you have to do to fundraise, to actually feel your work, and really focusing on leading cross-functional teams. And, this position is really the perfect blend of supporting an industry for which I have, or profession I should say, a deep respect and affinity for in a nonprofit role, so we can really help H.R. professionals lead positive social change in the workplace. And, really excited to be talking with you about workplace mental health and wellness today.

Jamie Gassmann: [00:03:37] Absolutely. It’s such an important topic right now, especially after the last year and a half that we’ve been navigating, especially for workplaces and leaders themselves trying to figure out how to help support those employees. So, with that in mind, you know, talk me, tell me a little bit about the SHRM Foundation, you know, some of the different types of work that you do and then particularly some of the work that you’re focused around with mental health and wellbeing.

Wendi Safstrom: [00:04:03] Sure. Just really quickly, sure. We’re the SHRM Foundation. We’re the 501(c)(3) philanthropic affiliate of the Society for Human Resource Management, SHRM. And, SHRM is the world’s largest professional society for H.R. We engage about 300,000 members and by extension over 115 million employees in countries around the world every single day.

Wendi Safstrom: [00:04:24] So, our platform to affect change is tremendous and we’re here to leverage that opportunity. Our mission at the foundation is, as I mentioned, to mobilize the power that H.R. professionals have and really help them activate positive social change and help them lead positive social change, impacting all things work. And, we think that, perhaps more so now than ever before, it’s so important to realize or help realize our shared vision, which we share with SHRM of that being a world of work that works for all. And, when we talk about the foundation at a very high level, we often refer to our work and kind of four pillars of work and we have programming tools and resources to support each of those pillars of work, and all of this information is available on our SHRM Foundation website, which I’m sure will show some of the resources at the end of the podcast.

Wendi Safstrom: [00:05:14] So, I think one of the most effective but least utilized solutions to addressing gaps in diversity, equity and inclusion strategies is hiring and retaining workers who may not be the standard that businesses consider when they’re seeking talent due to biases or uninformed misconceptions or perceptions. So, through our Building an Inclusive Workplace Initiative or our untapped pools of talent programming, we help H.R. professionals develop and provide equitable opportunities for employment and provide them a pathway by which they can create inclusive cultures and workplaces for those valuable members of untapped pools of talent, veterans, individuals with criminal records, individuals with disabilities, older workers, opportunity youth, who bring tremendous potential to workplaces but are often overlooked.

Wendi Safstrom: [00:06:05] And, a newer initiative for the foundation in partnership with our SHRM membership team is a targeted focus on supporting emerging professionals, so the H.R. professionals of the future. And, in our role as a professional society, we care and should care about the development of that next gen of H.R. professionals. So, we help activate student professional networks. We provide scholarships and opportunities for students who are considering and are pursuing H.R. to connect with working H.R. professionals in the event, or they hope that they continue their journey, their professional journey with SHRM.

Wendi Safstrom: [00:06:41] And then, really, the two areas of focus that have emerged over the last year are linked to upskilling and reskilling that helps prepare people not only for the future of work but helps prepare people who have been displaced to get them back into the workforce, and that all lends itself truly to the primary focus why we’re here today, which is workplace mental health and wellness.

Wendi Safstrom: [00:07:03] And, the statistics that you mentioned are staggering in terms of the impact that workplace mental health and/or lack of support and the stigma – with stigma comes silence – the impact that it has on businesses and their bottom lines. There is a tremendous need, if now, so if not now, probably moreso ever than before for these strategies, evidence-based tools, resources, especially in the wake of the pandemic, times of social unrest, and really economic instability. So, in a nutshell, that’s what the foundation does, and workplace mental health and wellness is at the top of our priority list.

Jamie Gassmann: [00:07:44] Yeah. A lot of amazing work. Some areas, obviously, that you kind of drawing out concepts and thinking that maybe, you know, H.R. leaders or business leaders haven’t thought of before or maybe haven’t, you know, maybe bold enough or brave enough or even considered going into looking into those areas for workers and helping workers. So, that’s great. So, you know, with talking about this, this mental health, I mean, there’s a core focus and a purpose for the foundation around that. Can you talk a little bit about what that looks like and what you’re working towards with that enhanced focus?

Wendi Safstrom: [00:08:22] Sure. Our shared purpose again in alignment with SHRM is really to elevate H.R., and we talk about elevating H.R., we’re talking about elevating the professional knowledge and skills that H.R. professionals have and practice every single day. We’re talking about elevating the profession of H.R. and the thoughts and attitudes and stereotypes people may have of what it means to work in H.R. or what it means to have H.R. serve as a business leader in which they are. They’re in positions to really affect change in the workplace. And, you know, we’re long past the day where H.R. was thought of as the payroll and paper processing, you know, we’re going to hire and fire people. Those are long gone.

Wendi Safstrom: [00:09:05] And, if there were ever a time for excellence when it comes to H.R., it’s now. And, in fact, the need for H.R. professionals has continued to grow nearly twice the average growth rate for all other occupations so there’s a need. And, this workplace mental health and wellness, this was an issue even prior to COVID and everything that’s happened over the last year, year-and-a-half.

Wendi Safstrom: [00:09:27] Mental illness and mental wellness continue to be an issue that H.R. professionals, together with other members of the C-suite or their CEO and leadership need to come together and make a commitment to affect cultural change within their organizations. So, really, we’re elevating H.R. and their knowledge skills, competencies related to workplace mental health wellness, and we’re elevating those kinds of positions so that they are viewed in the same lens that other members of the C-suite are if they’re not there already.

Jamie Gassmann: [00:09:57] Yeah. Now, fantastic, because they really are kind of the eyes and ears to culturally how people are feeling. I mean, sometimes I, you know, as a leader myself, find that my employees might be and not at a fault of my own or in a fault of another leader is just H.R. is kind of like that person they can go to for that, you know, different level of support than what they might be able to obtain from their actual leaders. So, they really do have eyes and ears into people’s wellbeing at a different level than other organizational leaders might.

Wendi Safstrom: [00:10:30] Yes.

Jamie Gassmann: [00:10:31] And so, to help kind of further expand your foundation’s focus on workplace mental health, you recently held a workplace mental health summit in New York. And, I believe if I’ve got my information correct, it was like the first of its kind that you had created just specifically this year. Can you share with us what were some of the main topics that you covered, you know, based on what you were seeing within the workplace that’s become more common?

Wendi Safstrom: [00:10:55] Yeah. Actually, it was the first, not only the first summit of this kind for organization addressing workplace mental health and wellness, but it was in-person and we had every COVID protocol you can imagine in place. I think it was a tremendous opportunity for subject matter experts, scientists, psychologists, CEOs, CHROs, philanthropists, policymakers, other business leaders, because it’s going to take all of us, truly, to affect change in work as it relates to workplace mental health and wellness. It can be implemented and impacted by H.R. professionals, but it’s going to take a village, so to speak, and all those kinds of people working together to make things happen.

Wendi Safstrom: [00:11:36] And, you know, we held this meeting despite the odds because we recognized the status quo would not do. We had speakers. We had, I think, 33 panelists in different speaking roles and covering different topics that were very passionate and knowledgeable about the topics that they brought to the table as it relates to workplace mental health and wellness.

Wendi Safstrom: [00:11:57] There’s a phrase that I’ve picked up somewhere, so now I’ve continued to use it, which is we’ve admired the problem, right? We understand that there is an issue. The statistics are staggering in terms of impact on people and business and communities. And so, rather than focus on talking to one another and telling one another what an issue and a challenge we have, we framed the topic of workplace mental health and wellness and then we started to move into that deep and what can be often crowded or complicated space of mental health and mental illness right out of the gate, right? So, we were really focused on discussions around what’s working ideas in terms of strategies and tactics in terms of attitudes, thoughts, perceptions, and tools that H.R. professionals could be using or should be using to affect change within their organizations.

Wendi Safstrom: [00:12:47] Some of the speakers we had, Dr. Arthur Evans was the CEO of the American Psychological Association. His topic was really focusing on that, a psychologically healthy workplace. Amazing, amazing dialogue. With other psychologists who brought that kind of scientific and clinical perspective to the table, but made it real and relevant to the working professionals who are in the audience.

Wendi Safstrom: [00:13:11] We had the Honorable Patrick J. Kennedy. He’s a former congressman from Rhode Island, and his whole focus was talking about there is no health without mental health and different kinds of strategies that we can, as that village, really help advance this national priority of mental health.

Wendi Safstrom: [00:13:29] And, we had an amazing speaker, Dr. Nadine Burke Harris, and she’s the California surgeon general. She brought some insights to the table with regard to adverse childhood experiences and its impact on the workplace, not only today but in the future, and the impact of trauma that is compounded certainly by what’s been going on over the last year and a half.

Wendi Safstrom: [00:13:51] So, lots of different perspectives, lots of topics. We landed on kind of a six-point plan or outcomes that were going to be activating and putting into motion here in the next couple of weeks.

Jamie Gassmann: [00:14:02] Wow. Sounds like a great event. Lots of great information and takeaways.

Wendi Safstrom: [00:14:06] Lots of good energy. And, I’ve, you know, rarely been to a summit where people stay the whole time and they’re taking notes the whole time and that was really neat to see, people at all levels and all different kinds of, representing different kinds of organizations.

Jamie Gassmann: [00:14:21] Oh, fantastic. So, you know, you kind of mentioned status quo. So, you know, some experts also say that employers can no longer afford the status quo of mental health support. So, share with me a little bit about your thoughts on this.

Wendi Safstrom: [00:14:36] Sure. So, we often say that the cost of doing nothing about or continuing to do what we’re doing, which is likely most often nothing, right, about workplace mental health and wellness is significantly higher than investing in evidence-based prevention and treatment. And, we know that failure to support employees’ mental health not only weighs on the employees themselves but it also weighs heavily on an organization’s bottom line. And, some of the statistics that you mentioned are truly staggering, the loss of productivity. The fact that depression alone costs people workdays. So, not only are the individual workers at risk, you’re putting the business at risk. The businesses go out of business that impacts the individual workers themselves and their communities.

Wendi Safstrom: [00:15:24] We do know in terms of why you can’t afford to do this. By investing in workplace mental health and wellness, you’re increasing retention and recruitment. You’re adding to your recruitment strategies or your talent management strategies. You’re increasing productivity. You’re helping lower absenteeism. You’re lowering the costs related to disability and medical-related costs for your medical plans, and you’re also reducing employee-related risks and other types of liabilities.

Wendi Safstrom: [00:15:56] And so, for every dollar invested in good mental health, promoting good mental health, providing the tools and resources, every dollar invested has a $3 to $5 return. So, in terms of no longer afford, I think we can help businesses become not only more successful perhaps by really making investments in these critical solutions as opposed to continuing with that status quo and continuing to pretend that it’s not an issue or a problem.

Jamie Gassmann: [00:16:25] Yeah. They need to look at it as more of an investment into their organization as opposed to a cost.

Wendi Safstrom: [00:16:32] Exactly.

Jamie Gassmann: [00:16:32] Which is probably what they maybe still kind of so changing that thinking around that might help them. So, if an H.R. leader was going to put that into context, do you have recommendations for how they might, you know, proactively go to leadership and change some of that thinking from it as a cost to and it’s an investment into the organization?

Wendi Safstrom: [00:16:58] Yeah. I think that there are – we were just on another call with folks talking about more tactical solutions for like EAPs and having addressing stigma and having a communication, making it okay to talk about workplace mental health and wellness and organizations if employers are struggling. We talked about the importance of investing in training managers. So, managers, I think more so than H.R. professionals, are the folks that see folks every day. And so, training managers not to be psychologists or psychiatrists or social workers but to train managers to understand the signs when employees are struggling so that they can head off issues at the earliest stage possible.

Wendi Safstrom: [00:17:38] But I think that leaders and managers should embrace, really, four qualities, I think. They include awareness. We talked a little bit about this at the summit. They include awareness, vulnerability, empathy. We talk a lot about empathy and humility here at SHRM, and compassion. I think that those are really critical qualities for business leaders in order to care for people who are in crisis and to really set the stage for business recovery as we’re headed in that direction.

Wendi Safstrom: [00:18:07] And, I think managers can start that by creating a space to get a better awareness of what’s going on in and around them. I think managers can be, should be bold in exhibiting vulnerability and lowering their own guard, and confront what’s unfolding, and understanding and acknowledging that employees are indeed struggling. And, they should be demonstrating empathy to really better tap into the emotions that others are feeling.

Wendi Safstrom: [00:18:37] So, it’s tools and resources and training, but it’s also affecting change within your culture, making it okay and having leaders and managers really practice what they’ve been preaching, if you will.

Jamie Gassmann: [00:18:49] Yeah, absolutely. And, looking at employees and, you know, this kind of thinking around the next generation of employees and their expectations of employers, you know, we see a lot in just different areas that employees are expecting more from their employer in the types of support and mental health options that they have and kind of having that mixture of multichannel approaches. What are some of your thoughts around the changes that you’re seeing with generations coming into the workforce versus previous generations?

Wendi Safstrom: [00:19:25] One of the advantages that we have at the foundation in working with SHRM as the broader enterprise is tapping into this tremendous expertise we have in our very own research division within SHRM, and they have uncovered some really interesting data that kind of goes along the lines that you would anticipate. But it really does provide that qualitative, excuse me, quantitative evidence so that we can plan more effectively. So, that research does find, right, the younger generations or younger workers, I should say, do expect more out of their employers and that includes that in the area of workplace mental health and wellness. It’s one thing to have health benefits that relate to physical health, but mental health is incredibly important as well.

Wendi Safstrom: [00:20:09] And, the research that we’ve gotten from SHRM shows that Americans who are older millennials, perhaps 35% of them, are more likely to indicate that they feel comfortable discussing their mental health at work as compared to baby boomers or traditionalists at 21% percent. Working Americans who are Gen Z or younger millennials or 30% are more likely to indicate that since the start of COVID, they feel more comfortable talking about their mental health at work than before the pandemic. But you compare that to Gen X, myself, or even baby boomers and traditionalists that hovers around 15% to 8%. So, that’s a big gap in terms of wanting to access expecting benefits when it comes to choosing an employer because employees are in a position now to choose their employer as much as employers are in a position to opt to hire employees. And, that is just another layer of why it’s so important that you can manage a multigenerational workforce because of the attitudes and the perceptions in their approaches, even amongst the different generations that exist in the workforce.

Jamie Gassmann: [00:21:23] Yeah. So interesting, you know. And, speaking of research, so, you know, also from your research, the work the foundation has done, you’ve identified benefits to employers when they’re investing in workplace mental health and wellness. Can you talk to some of those benefits that, you know, trickle down from putting focus on this?

Wendi Safstrom: [00:21:42] Yeah, and I touched on some of that, but it’s kind of lends itself to that business case again, right? The cost of doing nothing as opposed to making the investments in mental health strategies in affecting and changing our culture are much higher if you’re doing nothing. So, some of the benefits employers can expect by investing in those strategies are really, like I said, in lockstep with the business case and it helps increase retention, helps improve recruitment, which all comes at a cost to the organization. And, as I mentioned, it lowers absenteeism and medical costs and reduces employer-related risks and other potential liabilities. Those all factor into the cost of doing business when it comes to employees or labor.

Wendi Safstrom: [00:22:28] It’s great news for businesses, but I think that focusing on the business benefits. Yes, there is a business case for investments in these strategies and paying attention to the issues at hand, but the point is that it’s also the right thing to do. Your employees, they’re struggling. They said that they’re struggling, they’re suffering. And, the events of the past two years have left a lot of people traumatized, fearful, angry. Some of them are grieving.

Wendi Safstrom: [00:22:59] And, SHRM’s research says that a recent study of American workers shows 76% of those people think companies should do more to support the mental health of their workforce. So, all of those points to cost savings, yes, from a business case perspective, but also lend themselves to taking good care of an organization’s most valuable resource, which are its employees.

Jamie Gassmann: [00:23:25] Absolutely. Wow, staggering. The 76% are looking for them to do more.

Wendi Safstrom: [00:23:29] Exactly.

Jamie Gassmann: [00:23:30] Yeah. So, you know, and obviously like on the flip side of that, in terms of the impact to the organization when they aren’t doing more, we can say, you know, there’s more turnover, but there’s other impact and factors that come into play when they’re not doing more. Can you speak a little bit to that in terms of the impact to the organization when they are like status quo, everything’s fine here. What –

Wendi Safstrom: [00:23:57] Nothing to see. Moving right along…

Jamie Gassmann: [00:23:59] Nothing to see. Let’s just keep going. What are some of the impacts from a negative perspective that they could be experiencing?

Wendi Safstrom: [00:24:05] As you say, it’s the exact opposite, increased productivity versus the loss in productivity. An increase in medical costs, an increase in retention rates. If they’re not investing, those are the things that they will see. And, I do think because of the shift in mindset on the next generation of folks who are entering the workforce, as baby boomers begin to retire and Gen X and millennials kind of move along their professional careers, people are expecting and anticipating to receive that kind of support. They’re wanting to work in cultures that prioritize workplace mental health and wellness. And, I think employers will have an increasingly difficult time, not only retaining employees but recruiting them, because employees are considering not only their salary, right, but it’s a total comp package and that includes benefits, and they’re looking for benefits linked to good physical health and increasingly important, as all the data shows, benefits linked to supporting good mental health. So, if we don’t do anything, I think it’s going to be more difficult to both hire and retain top talent.

Jamie Gassmann: [00:25:13] Yeah. And, I think too that trickles down to hiring or not hiring but obtaining, you know, implementing new clients and retaining clients because that customer experience starts to be degraded when you’ve got employees who are not happy and satisfied as well.

Wendi Safstrom: [00:25:28] Or leaving or getting sick. It gets to the point where they can’t cope and that’s when the lost productivity to your point comes into play. That’s when lost days in terms of work comes into play. So, absolutely.

Jamie Gassmann: [00:25:41] Yeah, interesting. And, obviously looking at turnover this last year, we’ve been experiencing what they’re calling the great resignation where employees are voluntarily leaving jobs. And, I’ve even seen in some stats where they’re leaving and not having another job lined up. They’re just deciding I’m done. You think there’s a correlation between the great resignation and mental health within employees.

Wendi Safstrom: [00:26:07] Yeah. And, I think a lot of factors are contributing to that great resignation. I think to your point, people are leaving jobs without plans for another because they feel that this is a moment for them to make a personal professional change, right? And, there’s not necessarily anything we can do directly about that. But that is just a factor, including, as you mentioned, better compensation.

Wendi Safstrom: [00:26:31] We’re seeing astronomical salaries in some instances for people to leave an organization and go work for another organization doing similar and often even dissimilar but related work. People are leaving in anticipation of better work-life balance, maybe better benefits, perhaps people see opportunities for career advancement in different organization. And, I think that the remote work, there are pluses and minuses, right, to remote work versus in an office. And, I think organizations have to decide what kind of culture they want to be. I think people are making assumptions that remote work is better than in-office culture, or in-office companies require folks to work in office, and so they may be looking for organizations specifically to go work for that offer those kinds of opportunities.

Wendi Safstrom: [00:27:20] And, the research again shows that workers will opt to look for another job if they don’t feel they have that mental health support in addition to the physical health in the workplace and, 53%, excuse me, my researchers would correct me. Fifty-three percent of working Americans have said they’re likely or very likely to leave their current job to resign if they were offered a new job with significantly better mental health benefits and 47% of converse are unlikely or very unlikely to leave for better mental health benefits, but that’s going to be on the rise and, again, gives organizations a competitive edge when it comes to talent if they’re investing in these types of solutions.

Jamie Gassmann: [00:28:05] Interesting. So definitely something that needs to be not just status quos sweep under the rug but focused on as an organization because the impact, if you’re not feeling it right now, it’s eventually going to come.

Wendi Safstrom: [00:28:16] It’ll catch up. Yeah, absolutely.

Jamie Gassmann: [00:28:18] Interesting. We’re going to take a moment to hear from our show sponsor. Workplace MVP is sponsored by R3 Continuum. R3 Continuum is a global leader in providing expert, reliable, responsive, and tailored behavioral health disruption and violent solutions to promote workplace wellbeing and performance in the face of an ever-changing and often unpredictable world. Learn more about how R3 Continuum can tailor a solution for your organization’s unique challenges by visiting r3c.com today.

Jamie Gassmann: [00:28:52] Now, diving in a little bit into the foundation itself, so SHRM Foundation is offering a new Workplace Mental Health Ally Certificate. Can you tell us more about that certificate and what, you know, individuals need to do in order to achieve that?

Wendi Safstrom: [00:29:07] Sure. We actually launched – our President and CEO, John C. Taylor, Jr., announced the launch of our new Workplace Mental Health Certificate at our annual conference that I mentioned that took place in August to September. We kind of moved it from June to later in the year. And, when he announced the fact that we had a solution on-hand at SHRM Foundation, you could hear an audible gasp from the audience, which really surprised me, but gave me reason for hope, because people, that’s just an indicator, anecdotal indicator of how important this kind of training and access to this kind of training is to those H.R. folks.

Wendi Safstrom: [00:29:47] The certificate itself was developed in partnership with an organization called Psych Hub, which is, really, as they define themselves, and I would tend to agree, the world’s most comprehensive multimedia platform for mental health education. And, again, we worked with SHRM, some of the instructional designers at Psych Hub, and the foundation to really create and craft this training specifically for H.R. professionals and people managers.

Wendi Safstrom: [00:30:15] It’s an online learning program that is comprised of a series of eight multimedia courses. They cover things like mental health, common mental health conditions, issues linked to substance abuse and suicide, safety planning, diversity bias and equity and its links to mental health and the impact on one’s mental health, and, I think, most importantly, communication skills. And, after the H.R. folks complete all eight hours, the intent is that they have more knowledge and skills to really develop that empathy and support for the mental health and wellness of employees and their colleagues and themselves really in the workplace.

Wendi Safstrom: [00:30:59] And, they get a certificate at the end, another addition to your professional portfolio. The cost is $99 per user and actually a portion of that cost is donated back to the foundation, which allows us to continue doing the work we do. And, again, all of this is on our website or www workplacementalheath@shrm.org and I encourage you to check it out.

Jamie Gassmann: [00:31:25] Awesome. And, you also are offering awards to workplaces.

Wendi Safstrom: [00:31:29] Yes.

Jamie Gassmann: [00:31:29] And, I’m going to – hopefully I say this word name correctly. It’s the Tharseo award there.

Wendi Safstrom: [00:31:35] Tharseo. Trust me [inaudible]

Jamie Gassmann: [00:31:36] Tharseo. Okay. Close. And, I should have asked you beforehand how to pronounce that.

Wendi Safstrom: [00:31:42] No, no, that’s okay. Trust me.

Jamie Gassmann: [00:31:43] And, you’re recognizing leaders who are boldly changing their workplace. So, some of the things we’ve talked about already on the show today about, you know, it really does take change management. You know, now you offer this award for those workplaces who, you know, are doing that. And so, talk to me a little bit about some of the recipients you’ve had, some of the work, and maybe some of the case examples of how they achieved that award.

Wendi Safstrom: [00:32:08] Sure. We were busy last Monday. We had this. We had our workplace mental health and wellness summit from 7:00 in the morning until about 3:30. And then, we continued into our Tharseo Awards and that’s what you just described here. We recognize a CEO, a CHRO, and an individual who is involved in policy related to all things work.

Wendi Safstrom: [00:32:32] At this awards program we had, Arianna Huffington had a sit-on-down dialogue with Johnny C. Taylor Jr. I’m talking about the importance of wellness. So, we continued the thread of the discussion that we had at the summit into the actual awards program itself. And, I think you’ll find this interesting. Tharseo is really derived from the Greek word, meaning courageous, confident, and bold. And, the awards themselves were inspired by and made possible by contribution from Ram Charan, who in the H.R. space he is certainly a legendary businessman. He’s an author and speaker.

Wendi Safstrom: [00:33:09] And, we identified the recipients through the awards through quite an extensive process. You cannot nominate yourself. We had an independent group of jurors who really evaluated each of the candidates, and they were evaluated on qualitative and quantitative measures. And, the criteria we were looking for was looking for actions and attitudes, and implementation linked to innovation and overall impact on the company and the global workforce and how the two really need to work together. So, the Policy Transformer of the Year was Bobby Scott from Virginia, US congressman from Virginia. And, our Ram Charam Human Resource Innovation Award was Gloria Chen. She is the Chief People Officer and Executive Vice President and Employee Experience at Adobe. She has a really interesting background. Prior to becoming and assuming the CHRO, for lack of a better word kind of catch-all phrase, in Adobe, she spent 20 years in leading strategy at Adobe. So, she was part of crafting that culture as she was in charge of strategy and she’s made that transition to H.R. and she’s seeing where all of those pieces fit together. So, neat background. I encourage you to check out our website and see her bio.

Wendi Safstrom: [00:34:24] And then, our CEO of the Year was Ajay Banga, excuse me. He’s the Executive Chairman and immediate former CEO of MasterCard, and he’s an amazing, amazing man. He does work all over the world. He truly puts H.R. and the function, the profession, right up there with that of the CFO, the CMO, and the C-suite, understanding the connectivity between working with people and doing good business as it relates to people and employees equates to successful businesses and to businesses being successful in terms of a financial return.

Wendi Safstrom: [00:35:02] So, all three of them were recognized. Congressman Scott was called away to Washington, but we had a great opportunity to engage with Ajay and Gloria at the Awards themselves.

Jamie Gassmann: [00:35:13] Wonderful. And, what a great honor to be recognized for making that change within your work, your organization, but also being able to speak to the benefits that they’ve seen from that change. That’s amazing.

Wendi Safstrom: [00:35:26] Yeah.

Jamie Gassmann: [00:35:26] So, looking at leaders and those H.R. leaders or C-suite leaders or other business leaders that might be listening to this episode, what advice would you give to them for what they should be focused on when it comes to mental health in the workplace?

Wendi Safstrom: [00:35:42] Just underpinning of that, it can no longer be ignored. That’s admiring the problem. We know it’s an issue and it lends itself to a financial success, continued financial success, and that it really starts from the top. It’s got to be a commitment from the CEO. I hate the phrase trickle down, but truly it’s got to permeate throughout the organization.

Wendi Safstrom: [00:36:01] We know that mental health issues in the workplace, it’s not a new thing. I mean, we were dealing with and managing through mental health and mental illness prior to COVID, the pandemic, and the issues linked to social justice and other kinds of unrest. But it’s really magnified the challenges that employers are facing. And, now so more than perhaps ever before, mental ill, not necessarily mental illness, which is diagnosed and treated like things like schizophrenia or being bipolar, but things like suicide, depression are really, if not, being experienced by the employees by themselves, but people within their sphere of care.

Wendi Safstrom: [00:36:44] So, I just would suggest they create a supportive culture that includes empathy, as I mentioned before, and really arming not only your H.R. professionals but those first-line supervisors and managers first with the tools and the tools to recognize and communicate when they see issues and provide support to their employees. That’s going to be vital to really building these better workplaces, and we’re going to continue to build on our partnerships. The 33 speakers we had at our summit, we access them all through partnerships and talking to people smarter than us. In this particular space, we bring the voice of the employer together, but we’re going to continue to build on those partnerships to shape further opportunities so that leaders and employers will be ready hopefully and able to provide this culture of support.

Jamie Gassmann: [00:37:35] Wonderful. And, looking at the foundation itself, you know, what are some of the accomplishments that the foundation has received with focusing on mental health and wellness in the workplace?

Wendi Safstrom: [00:37:46] Yeah. So, we really launched an initiative. We realized that workplace mental health and wellness was going to become, would be exacerbated in 2020. And, yes, there’s return-to-work conversation and there are H.R. folks dealing with furloughs and layoffs. But we really felt strongly, back in April really of last year, that workplace mental health and wellness was going to be a challenge.

Wendi Safstrom: [00:38:10] And so, what we launched was this initiative and that’s been really carefully designed to accelerate the movement, not only to provide training and create cultures that are conducive to good mental health and workplaces but to really eliminate the stigma, right, of mental health in the workplace and what it means and to help individuals foster that culture where mental health can be discussed openly and organizations can build a more complete approach to employee wellness. So, we’re doing three things and we’re working. These are continued things in motion if you will. One of them certainly being the summit that we just had last Monday. We’ll be acting on the outcomes from that summit and continuing the conversation with another follow-up summit into 2022.

Wendi Safstrom: [00:38:58] We’ve developed a platform for thought leadership or research that really supports mental health and wellness in the workplace so that we can create that portfolio of resources that are things like the Mental Health Ally Certificate and other evidence-based programming, including additional training modules and educational resources, so we can continue to curate and build on the resources that we’ve already established in our mental health and wellness hub.

Wendi Safstrom: [00:39:24] So, the summit was a great moment for us to really convene subject matter experts. The worst thing I think you can do is attend a great meeting where there’s phenomenal dialogue. Leave the meeting, everybody goes back to their places of work and nothing gets done. And so, I think what I’m most proud of at the foundation to date with regard to this topic is the execution of that summit and our commitment to making things happen after the summit itself.

Jamie Gassmann: [00:39:50] Wonderful, and it sounds like a lot of great resources, great information, and great work that you’re doing overall. And, looking at that, you know, with our listeners, if they wanted to get more information on how they can take advantage of the information and tools and resources from the foundation or from SHRM overall, or if they just want to get a hold of you to get, you know, to get insights or information from you, how would they be able to do that?

Wendi Safstrom: [00:40:19] A couple of different ways. You can go to the shrmfoundation.org website and that you’ll find information about each of those pillars of work that I described at the very beginning of our conversation. If you’re interested in most specifically about our workplace mental health and wellness, you can go to workplacementalhealth, all kind of one word, .shrm.org, and certainly staff. We’ve got a team on the foundation, I think seven of us including me, and feel free to reach out to any of the team that’s listed on our website. If they’re not managing workplace mental health and wellness, the individual you reach out to, perhaps directly we’ll find the people to help you get to where it is you need to go. And, again, really appreciate the opportunity to be here with you today.

Jamie Gassmann: [00:41:04] Well, thank you. It’s was a privilege to be able to have the opportunity to connect with you, Wendi, and to celebrate you and the great work that you’re doing with the foundation, but also to celebrate the great work the foundation is doing as well. So, really appreciate you being a part of our show.

Wendi Safstrom: [00:41:21] Thank you.

Jamie Gassmann: [00:41:22] Yeah. And, we also want to thank our show sponsor, R3 Continuum, for supporting the Workplace MVP podcast and, to our listeners, thank you for tuning in. If you’ve not already done so, make sure to subscribe so you get our most recent episodes and other resources. You can also follow our show on LinkedIn, Facebook, and Twitter at Workplace MVP. If you are a Workplace MVP or know someone who is, share with us. We’d like to have them on the show. Email us at info@workplace-mvp.com. Thank you all for joining us and have a great rest of your day.

 

 

Tagged With: employee mental health, Jamie Gassmann, mental health, Mental Health Support, R3 Continuum, SHRM Foundation, Wendi Safstrom, workplace mental health, Workplace MVP, workplace wellness

Workplace MVP: Cynthia Milota, Ware Malcomb, and Kate Lister, Global Workplace Analytics

October 21, 2021 by John Ray

Ware Malcomb
Minneapolis St. Paul Studio
Workplace MVP: Cynthia Milota, Ware Malcomb, and Kate Lister, Global Workplace Analytics
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Ware MalcombWorkplace MVP:  Cynthia Milota, Ware Malcomb, and Kate Lister, Global Workplace Analytics

While many companies adapted to a fully remote work model last year, shifting to a hybrid, in-person/remote workplace this year raises many questions. Creating equitable arrangements among employees and bottom-line implications are just two of the considerations. Cynthia Milota, Ware Malcomb, and Kate Lister, Global Workplace Analytics, joined host Jamie Gassmann to outline issues employers must address, potential solutions, the responsibility of leaders, and much more. Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

Ware Malcomb

Established in 1972, Ware Malcomb is a contemporary and expanding full-service design firm providing professional architecture, planning, interior design, civil engineering, branding, and building measurement services to corporate, commercial/residential developers and public/institutional clients throughout the world. With office locations throughout the United States, Canada and Mexico, the firm specializes in the design of commercial office, corporate, industrial, science & technology, healthcare, retail, auto, public/institutional facilities and renovation projects. Ware Malcomb is recognized as an Inc. 5000 fastest-growing private company and a Hot Firm by Zweig Group. The firm is also ranked among the top 15 architecture/engineering firms in Engineering News-Record’s Top 500 Design Firms and the top 25 interior design firms in Interior Design magazine’s Top 100 Giants.

Company website

Cynthia Milota, Director of Workplace Strategy & Change Management, Ware Malcomb

Cynthia Milota, Director of Workplace Strategy & Change Management, Ware Malcomb

Cynthia is the Director of Workplace Strategy & Change Management for the architecture firm, Ware Malcomb. Her practice focuses on employees and experience-based work environments.  She partners with clients to formulate their unique objectives: mindful of wellness, culture, talent strategy and success measures. She has held roles as the consultant and as the workplace strategist for a Fortune 500 financial services firm. She has published and presented her research at academic and professional conferences, held adjunct faculty positions, served on juries and editorial review teams.

LinkedIn

Global Workplace Analytics

Global Workplace Analytics (GWA) is a research-based consulting organization that helps employers and communities create and communicate the people, planet, and profit business case for strategies that involve workplace flexibility, mobile work, telecommuting, activity-based working, hoteling, well-being, and more.

In partnership with a handful of global product and service organizations, GWA provides on-call research and develops custom ROI calculators, white papers, e-books, and other authoritative content.

GWA’s specialties include: Workplace Strategy, ROI Analyses, Consulting, Writing, Stakeholder Engagement, Speaking, Research, Advocacy, Remote Work, Telework, Telecommuting, Activity-Based Working, Hoteling, Well-Being, Infographics, Marketing, Publicity, and more.

Company website

Kate Lister, President, Global Workplace Analytics

 Kate Lister, President, Global Workplace Analytics

Kate Lister is a recognized thought leader on trends that are changing the who, what, when, where, and how of work. She is president of Global Workplace Analytics, a research-based consulting firm that has been helping communities and organizations optimize the employer, employee, and environmental outcomes of flexible and distributed workplace strategies for nearly two decades.

Kate has written or co-authored five business books including, the U.S. chapter of “Telework in the 21st Century” (Edward Elgar, 2019), a multi-country peer-reviewed study on remote work. She is a trusted source of insights about the future of work for news outlets including the New York Times, Washington Post, Wall Street Journal, Newsweek, and dozens of others.

As a recognized thought leader, Kate was one of only three witnesses invited to testify before a U.S. Senate committee regarding the potential for remote work in government once the pandemic ends.

LinkedIn

R3 Continuum

R3 Continuum is a global leader in workplace behavioral health and security solutions. R3c helps ensure the psychological and physical safety of organizations and their people in today’s ever-changing and often unpredictable world. Through their continuum of tailored solutions, including evaluations, crisis response, executive optimization, protective services, and more, they help organizations maintain and cultivate a workplace of wellbeing so that their people can thrive. Learn more about R3c at www.r3c.com.

Company website | LinkedIn | Facebook | Twitter

About Workplace MVP

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, Workplace MVP, confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

Workplace MVP Host Jamie Gassmann

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

TRANSCRIPT

Intro: [00:00:03] Broadcasting from the Business RadioX Studios, it’s time for Workplace MVP. Workplace MVP is brought to you by R3 Continuum, a global leader in workplace behavioral health and security solutions. Now, here’s your host, Jamie Gassmann.

Jamie Gassmann: [00:00:24] Hi, everyone. Your host, Jamie Gassmann, here, and welcome to this episode of Workplace MVP.

Jamie Gassmann: [00:00:30] Making decisions on how flexible and accommodating a workplace is willing to be with remote or hybrid work is not a new decision that is exclusive to the COVID-19 pandemic. What the pandemic has done is made that decision even easier or more complex for organizations. Easier in that they discovered over the last year that their workforce can remain productive and thrive in a remote work environment, which is something that may have been an underlying concern pre-COVID. And, for others, they may be looking at organizationally leadership wanting something different than what their employees are wanting. And, how do you strike the balance? How can you approach this decision strategically with the best interests of everyone involved? Is there really a balance here and how can you obtain that?

Jamie Gassmann: [00:01:23] And, with us today to share their expertise and educated thoughts on the return-to-office opportunities and challenges, our SHRM 2021 presenters and Workplace MVP’s Cynthia Milota, Director of Workplace Strategy of Ware Malcomb, and Kate Lister, President of Global Workplace Analytics. Welcome to the show, Cynthia and Kate.

Cynthia Milota: [00:01:45] Great to be here.

Jamie Gassmann: [00:01:48] So, we’re going to go ahead and get started with our first Workplace MVP, Cynthia Milota, Director of Workplace Strategy of Ware Malcomb. Hi, Cynthia.

Cynthia Milota: [00:01:58] Hey, Jamie. Thanks for having me.

Jamie Gassmann: [00:02:00] So, let’s start out with you walking us through your career journey.

Cynthia Milota: [00:02:06] Well, I studied undergraduate in interior design in Cincinnati, and really the first half of my career I spent in corporate office planning and design. But after graduate school, my focus really shifted to strategy and change. I worked as a global strategy for a strategist for a financial services firm. And, now at Ware Malcomb, I lead the strategy and change practice where we’re really helping our clients navigate what’s best for their people and for the business. And, luckily, those two things generally align.

Jamie Gassmann: [00:02:34] Great. And so, can you share a little bit with our listeners about Ware Malcomb and what they’re known for?

Cynthia Milota: [00:02:41] Well, Ware Malcomb is an architecture and design firm with 800 people, and we have some 20 offices around North America. Our interiors practice specializes in workplace, which is the arena I’m in, as well as health care, science and tech, and retail. And, our architecture team is known for their industrial and their cold storage building types.

Jamie Gassmann: [00:02:59] Great. And so, in your opinion, looking at this last year with the COVID-19 pandemic and how it’s impacted workplaces, why is it an important time now for workplaces to be exploring new ways of working?

Cynthia Milota: [00:03:14] Well, I’m not the first to say that COVID has accelerated what was really already underway for the past decade. Many, many pre-COVID studies indicated that people wanted the choice and flexibility to work from home, even if only on occasion.

Cynthia Milota: [00:03:27] The fact that business really carried on without much disruption during this global lockdown was really the litmus test that executive leadership needed. COVID primed that pump for change and really an acknowledgement that many knowledge workers and many knowledge work jobs could be really accomplished, you know, outside of the office. So, we’re really encouraging our clients to keep this momentum of change going and really explore what’s next specific to their organization.

Jamie Gassmann: [00:03:55] And, you know, so in looking at your clients and kind of the recommendations, what should they be considering as they explore these new ways of working?

Cynthia Milota: [00:04:05] Well, let’s start by saying, let’s not underestimate the power of choice, not only for where to work, but when to work. More and more, we’re seeing our clients are setting up something called the core hours of operation, where you have to be available between certain times of the day but then they allow flexibility outside of those core hours.

Cynthia Milota: [00:04:24] We’re really working also on the equitability of the experience in and out of the office, fighting things like presence bias or gender inequality. Women want to work from home 50% more than men. No surprise. Yet, we know that out of sight can be damaging to career advancement. So, we’re asking and working with our clients to examine their culture to not penalize or stigmatize remote workers.

Cynthia Milota: [00:04:48] We’re also looking at planning for teams to be in the office, not just individuals, thinking about what’s the setting for people to do their best work. It might not always be in the office, but when it is in the office, we want to make sure that the workplace is really a destination. It’s memorable. Because right now the office is competing with all those amenities and conveniences of home and in your home neighborhood.

Jamie Gassmann: [00:05:10] Well, and a lot of workers are almost demanding that opportunity to have that choice. So, it really is putting, kind of, employers under a little bit of pressure to make a decision and really almost make a decision in favor of those employees to some degree.

Jamie Gassmann: [00:05:26] So, you know, when you talk about the employee experience, you mentioned that it’s important. Can you talk us through what makes that so important? What is it and what should employers really be thinking about when they’re looking at that employee experience?

Cynthia Milota: [00:05:44] Well, we would like to take the broad view of employee experience, and really, it’s essentially how people think and feel about their work journey, their interaction with their organization. It’s no surprise people cost ten times more than real estate. So, how can companies provide the best employee experience for, really, their most important asset?

Cynthia Milota: [00:05:44] In many studies, Gallup has made the notion of engagement famous but other aspects of employee experience include authenticity, optimism, purpose, and meaning. We know the younger generations are super interested in that, social connections and belonging. Employee experience is going to be especially important because of this phrase they’re calling the great resignation.

Cynthia Milota: [00:06:27] You know, Microsoft’s 2021 Work Trend Index indicated that about 40% of the global workforce is considering leaving their employees. So, employers need to look at employees as individuals with different likes, different needs, preferences and really gather insights and turn that into action. It’s not going to be a one-size-fits-all solution.

Jamie Gassmann: [00:06:48] So, what are some approaches that they can do to gain those insights? I mean, I know obviously that they can take a survey. Aut are there other ways that they can engage that employee in, you know, establishing transparency so they feel comfortable sharing with their employer their preferences?

Cynthia Milota: [00:07:05] Right. And, of course, there’s lots of ambiguity and uncertainty going on right now. So, the [inaudible] of employee sentiment are continuing to shift. But if we fall back on that old adage, you know, if you can’t measure it, you can’t improve it. Let’s just go out and collect some data and just start building a database.

Cynthia Milota: [00:07:20] So, you’re right, it’s everything from employee surveys to badge data who are really coming into the office, all manners of interviews and focus groups. It’s really been a bit more challenging gathering some of that data from the home workforce. But mobile tools are one way that we’re using. People might answer questions using their phones, or they may take some photographs.

Cynthia Milota: [00:07:45] But in any of these data gathering techniques, we’re really careful to set expectations with the stakeholders, right? You kind of ask the right questions. You don’t ask what you want but you ask what you need to do your job. And, I guess the most important thing is to be sure that you’re reporting back. There’s nothing more damaging to a change initiative than taking a survey and then never hearing anything about the results.

Cynthia Milota: [00:08:06] And, the last thing I’d like to say is that we’re doing lots of pilot plans to help them road test what some of these recommendations are. And, this level of transparency has really helped answer that question. How is this going to impact me, an employee, in these pilots? Employees have a firsthand ability to have some skin in the game by proactively commenting. And so, that’s been a super positive way.

Jamie Gassmann: [00:08:30] Yeah. If you want to influence the change, you got to speak up, right?

Cynthia Milota: [00:08:34] Exactly, exactly.

Jamie Gassmann: [00:08:36] So, in looking at new ways of working, you know, you mentioned this on a previous call that there’s been some environmental impacts as a result of more people staying at home, you know. What are some of the things that you’re seeing good or bad from that?

Cynthia Milota: [00:08:54] Sure. Well, the obvious positive environmental impact is that we’re driving less. You don’t need a study to understand that. And, obviously, we’re reducing greenhouse gas emissions and the consumption of fossil fuels. In 2020, the offsets for the reduction of the greenhouse gas emissions translated into planting 91 million trees just for that year. So, it’s pretty formidable. But we’re also printing less to the tune of 247 trillion sheets of paper, less paper printed in 2020. Or, you could just look at your procurement records for all the paper plates and the napkins and the plastic silverware that didn’t get purchased during COVID, right, and all that stuff never found its way to a landfill. So, that’s all good.

Cynthia Milota: [00:09:35] As for energy consumption, right, when you’re at home, you automatically turn off the bathroom light. But when you’re at the office, most of the time, right, you can’t do that. There’s been a really nice study done by Sun Microsystems found that the energy consumption was nearly twice as high at the office as compared to at home.

Cynthia Milota: [00:09:52] So, you know, not surprisingly, buildings account for 40% of CO2 emissions, and so, the fewer buildings that we have, the less emissions that we have and certainly the fewer buildings that we’re building and occupying. So, from an environmental standpoint, hybrid work is all good.

Jamie Gassmann: [00:10:09] Yeah. So, it sounds like, you know, from comparing the environmental to looking at the workplace experience to looking at just that great resignation, how do you find ways to keep the employees, you know, engaged in at your worksite, employers need to be looking at more than just productivity levels and getting things done. They need to be looking at a bigger picture, correct?

Cynthia Milota: [00:10:35] Absolutely. I mean, all of those are just pieces to a larger puzzle. And, you really have to look at what makes sense for your organization, what makes sense for your employees. You know, don’t get roped into the benchmarking [inaudible], you know, other companies and organizations are doing this or that but what makes sense for you, not what makes sense for someone else.

Jamie Gassmann: [00:10:57] Yeah, absolutely. Great feedback and advice there. So, now, we’re going to just shift gears to our next Workplace MVP, Kate Lister, President of Global Workplace Analytics. Welcome, Kate.

Kate Lister: [00:11:11] It’s great to be here. And, boy, Cynthia, great job. You said everything I would have said.

Jamie Gassmann: [00:11:17] Great minds think alike, right?

Cynthia Milota: [00:11:22] Great, right.

Jamie Gassmann: [00:11:23] Yeah. So, Kate, talk us through your background and your career journey.

Kate Lister: [00:11:28] Sure. Well, I started out as a banker, and I think that that really shaped how I look at the world, or maybe that’s why I became a banker, to begin with, you know, nature and nurture. But it also gave me the language of the C-suite, the language of talking to executives in terms.

Kate Lister: [00:11:46] I’ve run a number of businesses. I wrote three boring business books and kind of stumbled into this business almost two decades ago. After writing the last book, it was a consumer title on remote work, and when I’d first gone to John Wiley & Sons and proposed a title on remote work, I wanted it to be a business title. And, they said, “No, we don’t think that’ll be of any interest to anybody.”

Kate Lister: [00:12:12] But it was in doing the research for that book that I realized that nobody had made the business case to the C-suite for remote work. And, the more I looked at it, it wasn’t just about remote work that really H.R. and corporate real estate weren’t talking to the C-suite in terms that they understood. They needed a way to quantify what the expenditures on things like remote work or flexibility or health and wellness. What did that – what would that really do for the company and what would it do for the bottom line? You know, what’s in it for me?

Jamie Gassmann: [00:12:49] Great. And, Global Workplace Analytics, what type of services do you provide to them?

Kate Lister: [00:12:57] Well, things have shifted a bit in the last two years. As I said, I’ve been working in pushing that remote work rock uphill for about 20 years and it really has been a lot of that. And then, in the last two years, it’s kind of been chasing me down the other side.

Kate Lister: [00:13:15] So, working with large companies, 3000 employees, and over to, well, from the beginning of the pandemic, you know, just surviving, figuring out what technologies we need, figuring out how are we going to do this kind of triage almost through the last year of just making work work. And then, in 2021, hear more about, okay, now that we’ve done this, now that we’ve learned some lessons, what are we going to take forward? How are we going to operate going forward? What have we learned? What’s worked? What hasn’t worked? How do we get the best of both and then bring them into the office or not? You know, who do we want to return to the office? When are we going to do it? And, that’s kind of, like, the very right now question.

Kate Lister: [00:14:08] Last week it was vaccinations, but then the president answered that one. So, this week it’s return-to-office. Most of my clients had set a return-to-office date of January, and then that got moved out to September, then that got moved out to July and then that got moved out to September and then October. And, now most of them are really in the throes of deciding whether or not that’s going to move to beginning of next year.

Jamie Gassmann: [00:14:35] Wow. Yeah. Constant changes over this last year for sure in navigating that. So, you know, in talking about your clients, what, from your perspective, is keeping them up at night these days, if you will?

Kate Lister: [00:14:50] Yeah. As I said, it’s kind of a moving target. But really a lot of them, as Cynthia said, have now gotten over the question of will my people be working? You know, can they be productive? Can we continue to be profitable? And, this has been historically the way it’s worked. Once a manager has had the opportunity to work remotely themselves, then they’re much more accepting to it.

Kate Lister: [00:15:19] So, we’ve gotten over one really big hurdle for the most part. It’s still out there. We’re still making the business case, but it’s become a whole lot easier. And, you know, I guess what’s keeping them up at night, they’re thinking about all that empty real estate. They’re thinking about those big buildings that they’ve been paying for the last year and a half, almost two years, and practically nobody’s in them. So, what are we going to do about that going forward?

Jamie Gassmann: [00:15:52] Yeah, I suppose. Have any of your clients made decisions on that? I’ve been thinking the same question with, you know, thinking of some of the skyscrapers in my area and going, “Oh my goodness, they’ve got to be sitting empty.”

Kate Lister: [00:16:03] Yeah, yeah. All have decided that they’re going to go to some form of hybrid, that it’s going to be much more extensive use of remote work going forward. But they’re taking their time on the decision about getting rid of real estate, I mean, unless there’s, you know, a lease coming up this year that they have to make a decision on.

Kate Lister: [00:16:25] They understand that what people say and what they do is often very different. What people say they want and what they actually do is often very different. So, while 80% of the workforce now says they want to work from home at least one day a week, are they going to really? The ones that say they are going to come into the office. The 20% that say they want to be all in the office or at least largely in the office, are they going to come in the office? How are teams going to collaborate? How are we going to deal with some of the hybrid issues that Cynthia talked about?

Kate Lister: [00:17:05] So, really, taking kind of a wait-and-see attitude about, do we need to? Can we get rid of – excuse me. Can we get rid of real estate? Should we get rid of real estate? Do we need to restructure our real estate? Most are realizing that, you know, home is going to be the place for focus work and office is going to be the place for collaborative work and for community and for socializing.

Kate Lister: [00:17:31] But that’s not the way offices were built. Offices were built with primarily, you know, I’d say, probably in the 70-30, 80-20, the high number for heads-down work and then the other for social so that pendulum may swing and that may mean that we need to reconstruct those office spaces. A lot of my clients also are looking at the potential to go to hoteling where employees don’t have an assigned seat at the office. They reserve a space on their iPhone or on their desktop when they come in, or there are drop-in spaces when they come in. As Cynthia said, these were all trends that were happening before the pandemic. But now there’s this acceleration. Some of my companies even sent all of their employees’ stuff home last year. They just cleared out the offices, got rid of it, with the intent of perhaps moving to this hoteling approach.

Jamie Gassmann: [00:18:33] Interesting. So, in terms of, like, how they would prepare for that, you know, and thinking, I mean, obviously, they keep, you know, a number of your clients, you mentioned, are extending their return-to-office date. You know, what are some of the things that might be happening in the background in terms of preparing for that date? Because I know it’s probably feeling like a moving target, but eventually it’s going to stick and it’s going to be one that now it’s implementing that return to office. So, how do they get ready for that?

Kate Lister: [00:19:02] It’s kind of been just – it’s been a bit of a breather for me thinking that we might actually get to wait until the beginning of next year because we have just been rushing through the change process when companies, I mean, I’ve got one client that accelerated a program that probably we would have done prior to the pandemic but what probably would have rolled out over six months to a year, maybe even more, and we had to accelerate it into eight weeks. So, you know, it was a bit of a crunch and everybody’s kind of in that bit of a panic to meet that next deadline.

Kate Lister: [00:19:38] One of the things that I think has really been maybe a silver lining is that it has lofted this whole conversation about people and place to the C-suite. Before the pandemic, companies were either allowing remote work, kind of on an ad hoc basis. You know, we’ll let Jamie do it. We’ll let Cynthia do it. But not really in any formal way. And, either that or they were deploying it tactically kind of as a solution to the problem du jour.

Kate Lister: [00:20:09] So, if the problem was trying to reduce your costs, then real estate handled it and then they were running the show. If it was about attracting and retaining talent, then that went through H.R. and they were running the show, but they didn’t really talk to each other.

Kate Lister: [00:20:24] And, now that we’ve got the C-suite involved and they’re saying, no, we see this not tactically. We see this as a new way, a new strategy for working in the future. All of those functional areas are coming together. So, one of the things that you know we do as soon as we get into an organization is to form that cross-functional team that includes H.R., I.T., real estate, but also marketing, sustainability, risk management, finance. They all have to be at the table. Everybody has a stake in this, and it’s only when they’re talking together are we going to get the sort of optimal solutions.

Kate Lister: [00:21:02] So, as Cynthia said, you know, we’re looking at the across cross-functional teams at leadership readiness. So, we’re doing interviews with the leaders and seeing where they sit. You know, how open are they? How ready are they? Because, if the leaders don’t buy in, and we’ve known this for decades, it’s just not going to happen. I mean, they can’t just talk the talk even. They’ve got to walk the walk. They’ve got to live the vision.

Kate Lister: [00:21:36] For the employees, we are typically deploying a company-wide survey and getting higher participation than companies have ever seen in their employee surveys because this is something that they are really passionate about. I mean, we’ve been getting as high as 90% participation in surveys. In one company, they actually did a contest to see which group would get the highest and they were going to get an extra day off, which was cool.

Jamie Gassmann: [00:22:02] A great incentive.

Kate Lister: [00:22:04] Yeah, exactly if this group won. And, they came in with 100%. They got 100% of their people to participate. Then, we go in and we actually get talking to the people. We sit them down in focus groups. We ask them, what’s working? What isn’t working? What training do you need? What training does your manager need? Do you want to come back? How often do you want to come back? So, that we have a kind of a read on the whole organization, and with that we recommend a strategy and put together policies and put together change management and communications to keep employees informed and involve them in decisions, to be part of the decisions. And, you know, going forward than looking at how will they actually use the space. And, you know, that’ll be the next step.

Jamie Gassmann: [00:22:56] Interesting. Yeah, I’ve spoken to other business leaders and there is definitely power in involving those employees into some of that decision-making. You know you get it almost like instant buy-in if you will.

Kate Lister: [00:23:12] It’s being done with you and not at you. And, unfortunately, most organizations don’t share the findings of their surveys with the employees, and that’s terribly frustrating.

Kate Lister: [00:23:25] Another thing that I’m seeing companies do that is just a huge mistake is failure to communicate. At first, for the first six months, they were doing town halls. They were doing, you know, weekly conversations with the CEO. They were really on it. But that’s kind of gone by the wayside in 2021 for the most part, and it’s really showing. You just can’t leave that ambiguity out there of, am I going to come back? When am I going to come back? Are you going to force me into the office?

Kate Lister: [00:23:55] And, It’s not until the CEOs start seeing the people leave, you know, because they don’t. If they can jump to something where they know they’re going to have the flexibility they want when they have an answer, then they’re going to do that. I mean, even if CEOs don’t have the answer, it’s just critical that they say, “Hey, look, we don’t have the answer, but these are the things that we’re looking at. And, here’s, you know, here’s what, here’s how we’re trying to make those decisions. You know, bear with us.”

Jamie Gassmann: [00:24:26] Yeah, interesting. So, in looking at, you know, hybrid versus remote, you had indicated previously in a conversation we had earlier that hybrid is harder than remote. Can you talk me through what makes it that much more harder?

Kate Lister: [00:24:45] Sure. I guess. Let’s take meetings as an example. We’re all these same squares on the screen. You know, it’s become very egalitarian. It’s even become more empathetic because you’re seeing the CEO in kind of their home setting with their dog on their lap or their kids running through the background or whatever. And, it’s kind of brought us together on an even playing field.

Kate Lister: [00:25:13] Now, we go to hybrid and we’ve got 10 people sitting in a conference room and 10 people or three people that are not there. I’ll actually give you an example. I was just wrapping up an engagement with a 65,000-person manufacturing company and we’d gone all through those things that I talked to you about the change management, training, and all that. And, I was presenting to the board of directors what our findings were, you know, kind of closing out the engagement. And, 12 of them were in the conference room and I was not. And, at the end of the meeting, I said, okay, I think we should rate this meeting. Everybody gets to rate this meeting, but I go first. I’m going to give it a three. And, here’s why. You were all in the room. You all could all see each other, but none of you had your laptops open so I couldn’t see you. I couldn’t see your faces. I couldn’t see how you were responding to what I was saying. I mean, I was talking for 40 minutes. You only had one screen in the conference room and all you could see were my slides, so you couldn’t see my face, you know. You couldn’t see me gesticulating. You couldn’t see when I wanted to say something.

Kate Lister: [00:26:26] In fact, there was a question that was asked that I had an answer to. And, I couldn’t get a word in edgewise. I wound up texting the CEO or the chairman and say, “Hey, you know, I’d like to answer that question.” And then, he brought me into the conversation. You all took a break for five minutes and you turned off the sound. I got excluded there.

Kate Lister: [00:26:52] And, you know, it was just an altogether bad experience for me. The room went a little silent for a minute, and then one of the directors said, “You know what? Didn’t we just go through a consulting engagement that told us how to have better hybrid meetings? And, I think we talked about all these things.” And, we all had a good laugh about it.

Kate Lister: [00:27:13] But, I mean, it just demonstrates how intentional it has to be. This is not something that comes naturally. Inclusiveness, including the people that are not in the room, and that’s just in meetings. The bigger issue goes to, am I going to be passed over for promotion if I’m a remote worker or if I’m a possible remote worker? And, am I going to get the same salary or compensation? Am I going to get the same projects if I don’t walk down the hall and see Jamie, and say, “Jamie, oh, you’re just the person I need to see.”

Kate Lister: [00:27:47] So, all of those things make it very difficult to be hybrid. You know, we were doing it before. Sure. I mean, people were working outside the office. We’re global organizations. We’re talking across the world, but not to this extent. And so, we just have to be very, very intentional when we go back of keeping that in mind that we all are, you know, one organization and we need to treat one another as such.

Jamie Gassmann: [00:28:16] Yeah, interesting. And, some of those things that you described, did that meeting happen pre-COVID? But it wasn’t unlike, to your point, the scale of the number of individuals that we would be working through that. Now, it’s you’re on mute, unmute your –

Kate Lister: [00:28:29] Exactly.

Jamie Gassmann: [00:28:30] And, it happens at least two or three people in a call, you know, every day, right?

Kate Lister: [00:28:34] You know, doughnuts. We don’t get any doughnuts here at home. You’ve got that wonderful plate of doughnuts in the middle of the table. I want a doughnut.

Jamie Gassmann: [00:28:43] That’s the truth. You’re like, really? Oh, I’ll go heat up my, you know, my lunch meal while you guys eat, you know, the nice, fresh stuff that just came in.

Jamie Gassmann: [00:28:52] And, if you had, so, speaking of like, you know, talking to that C-suite and some of the CEOs and chairmen, I’ve seen in some articles where there’s some that are just really, you know, hard-set on, their people are going to come back into the office. This is going to be the model. But then we’ve got this, you know, the people that are speaking and saying, that’s not what we want. How do you talk to that CEO? How do you convince them to have more of this open mindset into either a hybrid or a remote working environment?

Kate Lister: [00:29:31] Well, my natural instinct is to just slap him or her. But I can’t do that because I wouldn’t get very good reviews. So, I go back to the business case. It’s got to be, you know, what’s in it for them.

Kate Lister: [00:29:46] Typically, there are two things that that person’s worried about. It’s a control thing. You know, they want to feel like they have some control over the organization. I picture the supervisor standing on the balcony, looking down over his minions, all working on the factory floor, and we still sort of have that mindset even after almost two years of doing that. So, it’s kind of getting to those fears. What is it that this person is afraid of?

Kate Lister: [00:30:17] Another thing that I’ve seen and there have been some very public cases of this, CEO just lives in their own world. They in fact believe that everybody wants to come back. They believe that everybody is like them, and it’s not until you show them the numbers.

Kate Lister: [00:30:36] I won’t mention the name, but a very large company of CEO came out and said, “No, we’re all going back to work. This is just the worst thing, this remote work thing. We’re all going back to work.” I happen to have the person, head of H.R., on a podcast that I was doing the next day. And, before we got on, I said, “Am I allowed to ask you about this? Because, you know, here you are talking about workplace flexibility, but your CEO just said no way.” And, she said, “Yeah, well, we had a bit of a conversation about that.” And, truly, he did not realize. He thought everybody was like him and wanted to be back in the office. And, when they showed him the surveys, you know, he was just blown away. He had no idea.

Kate Lister: [00:31:22] So, sometimes it’s really just, you know, bringing them back to reality. And, you know, if they don’t, and showing them what’s there is to lose and what there is to lose is good people and what that means is a real hit to their bottom line. And, that’s the language of the C-suite.

Jamie Gassmann: [00:31:45] Yeah, interesting. Yeah. And, a lot of them probably don’t because they may be not as in the thick of the day-to-day as much or kind of in the details to see what some of the people in their organization are actually feeling and thinking at that time, you know.

Jamie Gassmann: [00:32:01] And, looking at, you know, we talk a lot about the productivity and the inclusiveness and engagement. Let’s talk a little bit about innovation and the remote work environment. Do you feel from your opinion that being in a remote or hybrid setting will impact or hurt innovation?

Kate Lister: [00:32:23] I try not to speak from opinion. I speak from research, and the research just does not prove that face-to-face improves innovation, has any impact on innovation. The New York Times, just maybe two or three weeks ago, had a large article that says there is no proof, and I’ve been saying that for years. But now the New York Times said it. So, that’s great.

Kate Lister: [00:32:52] There are two parts to innovation. First is creativity and the second is innovation. So, creative concept. People are most creative when they’re in private. You know, think about when you’re at your most creative, in the shower, in the car, when you’re walking in the woods. And so, even in all of the surveys that we’re doing, people are saying that they’re more creative working at home. Innovation often, you know, that means taking that creative thought [inaudible].

Kate Lister: [00:33:27] It’s often done in groups. So, there are two parts to it, but not necessarily. There are a lot of lone inventors, and it doesn’t necessarily mean face-to-face interaction with groups. Innovation is really founded on trust. It’s do you trust the people that you’re working with enough to throw out a crazy idea and not feel like you’re going to be told that’s a crazy idea. That’s what’s really fundamentally needed with a team. And, once they’ve got that trust, once they have that trust bond, they can do it remotely, just as easy as they can in person.

Jamie Gassmann: [00:34:08] Great. So, we’re going to take a word from our sponsor. Workplace MVP is sponsored by R3 Continuum. R3 Continuum is a global leader in providing expert, reliable, responsive, and tailored behavioral health, crisis, and security solutions to promote workplace well-being and performance in the face of an ever-changing and often unpredictable world. Learn more about how our R3 Continuum can tailor a solution for your organization’s unique challenges by visiting www.r3c.com today.

Jamie Gassmann: [00:34:41] So, now, I’m going to bring Cynthia back into the conversation, and I have some questions for the two of you. Starting out with as workplaces move to making decisions on their new work approach, how can they make the business case from a financial perspective that supports their decision? And so, let’s start with you, Cynthia. Can you talk us through kind of your thoughts on that?

Cynthia Milota: [00:35:05] Well, I’m going to start with a couple no-brainers that are really easy to start, and then we’ll let Kate talk about some of the great financial measurement tools that she offers. But I’m sure you’ve been a part of many conversations about work-from-home stipends. And, as employees are really sort of settling in for the long run on this home-office gig, they’re looking to upgrade. No one wants to be sitting at the dining room table anymore, and there’s been lots of, lots of studies about all the success that people are having, depending on where they’re working. So, clearly, we need to upgrade where we’re sitting at home.

Cynthia Milota: [00:35:40] So, we like to talk about the idea of monitors and a good ergonomic chair at home. That’s sort of the low-hanging fruit that a lot of these work-from-home stipends talk about. So, if you just take a break-even approach regarding providing dual monitors, assuming each one costs a hundred bucks, they have a three-year lifespan. If the monitor saves someone 95 minutes a year, which translates into 23 seconds a day, it’s worth the investment. So, we really are advising our clients. And, I know at the beginning of the pandemic, many people brought their monitors home from the office, and now some of those monitors are being recalled. Folks are asking them to bring them back, but we’re advising our clients just to allow folks to have monitors at home.

Cynthia Milota: [00:36:27] The second thing is the idea of a chair. So, if you look at, put it in the context of a workman’s comp. That an average workman’s comp claim is $28,000. So, if you assume a chair is $500, it has a five-year life, you could purchase 1400 chairs if you avoided one workman’s comp claim. Like, the math is definitely there. So, when we also – I think there’s also sort of a sustainable circularity thing, right? We don’t want people buying chairs, you know 100-dollar chairs from the office supply store, which are just going to break and go into the landfill. But we want to get higher quality, good products so that it withstands the test of time.

Cynthia Milota: [00:37:15] So, employers that do provide some significant or/and significant work-from-home stipends I think really are going to help the planet as well as their workforce. But Kate, I’m going to let you talk about some of the financial tools, measurement tools that you guys are doing with clients.

Kate Lister: [00:37:32] Yeah. This is where we really got started emerging. The banker in me came out, trying to figure out what the bottom-line impact of remote work is. About 12 years ago, maybe more, we came up with a remote work savings calculator. We called it the Telework Savings Calculator at the time that shows a typical employer can save about $11,000 per halftime remote worker per year. And, that is a combination of increased productivity, reduced turnover, reduced absenteeism, and reduced real estate costs, also the continuity of operations being able to operate in the event of a disaster. And, in our standard model, it included one day a year, like one snow day a year, that people would be able to work other if they weren’t able to get to the office. Never did we consider putting in 700 whatever days.

Kate Lister: [00:38:35] Just imagine what dent on global productivity if we hadn’t been able to make this transition. And, that calculator, about six years ago, the federal government came to me and they were responding to an inquiry from Congress who wanted to justify the amount of money that the government was saving in their telework program. And, they were asked to find tools that could help them do that. So, they asked and I gave them a peek behind the curtain of what’s behind the calculator. We’ve got 125 variables and 600 calculations, and they went back to Congress and said that it was comprehensive and thoroughly researched.

Kate Lister: [00:39:20] So, that was a very good endorsement for us. It’s available free on our website. It has been for, as I say, more than a decade. So, companies can quantify their own impact, not just on the employer but on the employee who typically saves 11 days a year when half-time remote work, the time they would have otherwise spent commuting and typically saves between three and $5000. And, it also calculates the environmental impact, as we talked about earlier.

Jamie Gassmann: [00:39:54] Interesting. And, you know, when you think of the ergonomics, I can give a personal testament. I was sitting at my kitchen table and I’m a runner and I started to have really weird leg cramps and I switched to my ergonomically, you know, I brought my chair from my office, actually rolled it out the elevator and took it home, and the leg cramp stopped. So, there is definitely something behind having an appropriate chair when you’re sitting for the amount of time that we sit for work.

Jamie Gassmann: [00:40:26] So, it’s really interesting to hear some of the financial savings that these organizations can have just by simply these easy modifications that can help those employees at home, especially now that it’s become a lot more of a long term solution as opposed to the short term solution that it was probably back in March of last year for a lot of these organizations. And, I know, we’ll put that link to Kate’s financial tool on our page, on the Business RadioX page, as well as on the Workplace MVP page, so our listeners can access that.

Jamie Gassmann: [00:41:04] So, looking at the benefits to hybrid remote work and back office, you know, what are your thoughts around the benefits of each of those that employers should be considering?

Kate Lister: [00:41:19] It’s funny. For years, the conversation has been polar. People, particularly in the media, it’s you know, “Oh, remote work, it’s going to ruin the world,” and, “Oh, nobody likes the office.” It’s both. One’s good for one thing, one’s good for another thing. So, the best of both is to allow people the flexibility to work at home some of the time if they want to and there’s about 15-20% of the population that typically does not want to and to come to the office for the kinds of things that are better done in person.

Kate Lister: [00:41:58] One of the things we learned from a number of the surveys during the pandemic was that people felt they could collaborate just as easily, just the same remotely as they did in the office. But they preferred doing it in the office so, you know, we can get it done. We can have our meetings, but we would really prefer to be in person. So, it’s really just taking the best of both.

Jamie Gassmann: [00:42:23] Great. How about from your perspective, Cynthia?

Cynthia Milota: [00:42:30] I think our clients are understanding this is a unique opportunity to embrace hybrid. You’re right, we’ll talk a little bit more. We have talked about the difference between the C-suites perspective and the average employee’s perspective, but we are encouraging and I would say, by and large, they understand that they’re at a unique time right now and they’re moving forward.

Jamie Gassmann: [00:42:55] Interesting. So, as an organization, you know, if they have differences to what you just kind of alluded to, Cynthia, you know that work environment preference between senior leadership, you know, and what they’re looking for versus what the employers are looking for, how can they approach it and find a balance between both sides that really benefits the entire organization? So, we’ll start with you, Cynthia.

Cynthia Milota: [00:43:23] Yeah. Well, I guess I’d like to pick up on something that Kate said. Let’s go back to the data, right? Perhaps some executives have a command and control thing going on. Perhaps they’re in their walnut row and they don’t see it, but we’ve done a few executive listening sessions, which are a really great start, right. It’s almost – and that has sort of opened the eyes, as we’ve said before. And, I think every H.R. person on the planet now is telling their C-suite, 40% of the workforce is considering changing jobs added at the cost of between one and three times your salary to replace every position, depending on the nature of the job. Employees are really emboldened. They have the upper hand to have their voice being heard. And, I think most of the C-suite is getting it. So, I don’t know, Kate, if you want to add anything to my perspective.

Kate Lister: [00:44:20] Yeah. I mean, it also opens the opportunity for a whole new talent pool, you know. I’ve got a law firm that I’m working with right now and finding top law talent is really difficult. The law firms are poaching one another like crazy.

Kate Lister: [00:44:38] But, now, they don’t have to limit themselves to somebody that’s near their San Francisco office or their Philadelphia office, or whatever it is. They can hire somebody from all over the world. They can also hire a better opportunity to hire disabled military spouses, people living in rural areas that, you know, didn’t always have the opportunity for these kinds of jobs. So, it really does, not only stop people from leaving but opens up the talent pool so much more.

Jamie Gassmann: [00:45:15] Yeah. Did you ever [inaudible] you wanted to add to that?

Cynthia Milota: [00:45:18] No, I’m good.

Jamie Gassmann: [00:45:18] Oh, okay. Yeah. No, I would agree. I mean, that’s kind of – in a previous episode, we were talking about that, you know, how, really, there are no boundaries anymore to where you can obtain your employees when you have that remote work environment. So, it really does open up the prospects of different candidates that they could have across, you know, not just the U.S. but really the globe. And, you know, and I love the point you made about military spouses and others that maybe wouldn’t have had that flexibility before and now being able to give that opportunity to have a career themselves where previously they maybe wouldn’t have been able to. So, that’s a great point to make on that.

Kate Lister: [00:46:01] I also typically show them a spreadsheet of what their competitors are doing. A little peer pressure never hurts and not just their direct competitors, you know, so that if I’m talking to an insurance company, I’m not just showing them what other insurance companies are doing but what tech companies are doing, because the people that they’re trying to hire these days are getting, you know, have to be more and more tech-savvy and jobs are getting more and more tech-oriented. So, they’re not just competing with the guy across the street. They’re competing with Silicon Valley and some of those other places, too.

Jamie Gassmann: [00:46:41] Yeah. Very interesting. I bet that’s a very effective approach to show kind of that kind of data. So, looking at our listeners, what can they do today? What are some simple approaches that can make a difference with their workforce and with the organization?

Kate Lister: [00:47:00] For me, the word sludge comes to mind. Get rid of the sludge. There are so many things that we do that keep us from doing our best work, not the least of which is doing stuff that we’re not good at or that we don’t like. You know, I’m waiting for the day when I’m doing a PowerPoint presentation and my keyboard starts to jiggle and it says, you know, you’re not very good at this. Did you know we have 10 contractors that are already vetted that are better at doing this than you are? And, by the way, do you know that Joe, you know over in the other department, just did a presentation on this? Maybe you should talk to Joe.

Kate Lister: [00:47:33] That’s not something they can do immediately, but it is something that’s coming, kind of the disaggregation of work so that we can all work on what we’re best at. But just the little things, the meetings, and how stressful meetings are, and how much of the day they occupy. Start to think about. Does everybody really need to be here at this meeting? Does it have to be a meeting at all? I’ve got one executive who said, “If there’s more than nine people in a meeting, it shouldn’t be a meeting. It should be something that I record and they can listen to.”

Kate Lister: [00:48:06] One of the things that all remote companies, you know, companies that are all remote get right is using asynchronous versus synchronous behaviors. And, this is something that the companies that Cynthia and I are working with are just learning.

Kate Lister: [00:48:22] So, you don’t always have to have a meeting. Maybe you just need to send a memo. Maybe you only need a few people in that meeting and you can record it and other people can listen at another time. Maybe they’re in a different time zone. They don’t have to get up at 4:00 in the morning to be a part of this meeting. When to use chat, when to use email, when to use Slack, and when, you know how to use those tools so that we’re more efficient in how we work.

Kate Lister: [00:48:51] I’m looking at – and this is also a time for looking at every process and every practice. I think one of the stressors out there right now is that we’re trying to work in new ways, using old processes, practices, and technologies. And, it just drives me batty when I hear somebody say we need to replicate the water cooler. It’s like, who said the water cooler was that great to begin with? First of all, it excludes everybody who’s not at the water cooler. So, you know, we need to use technologies to do things better, not to replicate things that were broken to begin with. Like, people always talk about, “Oh, it’s been really hard onboarding during the pandemic.” Excuse me, 60% of people quit in the first two years, and half of them quit in the first six months. So, let’s not say that onboarding was working that great before the pandemic. Let’s find out, let’s figure out a better way to do things.

Kate Lister: [00:49:46] And, you know, even for just some very, very simple tips. When you’re having a hybrid meeting, everybody has to have their cameras on. Assign somebody in the room to somebody that’s out of the room, kind of a buddy system, so that they can chat back and forth if one person feels like they aren’t being heard. Call on every person. Use polls instead of, you know, hands up and that kind of thing.

Kate Lister: [00:50:17] One of the things that we’ve learned during the pandemic is that introverts are performing better. I’m an introvert and, you know, I don’t think as quickly as extroverts. You know, when I’m in a meeting, you know, people are blurting out their thoughts and their answers to questions. I take time. I think about it after we get off the meeting. And, that means that we’re not hearing a lot of voices and I think there are opportunities that we can exploit in what we’ve learned over the last couple of years that can really bring more equality to the voices in the room and make sure that everybody’s heard.

Jamie Gassmann: [00:50:58] Great. That’s great feedback. I love that. Cynthia, how about you?

Cynthia Milota: [00:51:03] I guess I would go back to the employee experience and I would go at it from two perspectives. One is the stakeholders. I know many of our clients are engaging their stakeholders, but it seems like many that you [inaudible] are not. Leadership has made some plan and they’re going to send a bunch of memos and say, this is how we’re going to do it.

Cynthia Milota: [00:51:25] So, for sure, it’s more complicated. For sure, it’s fraught with more complexities. But the more we have stakeholders involved, the better that’s going to help, the bigger change, whatever it ends up being. So, that’s the first thing.

Cynthia Milota: [00:51:25] And then, I guess the second thing is don’t stop collecting data, right? Don’t stop, you know, even once. You know, in my world, we do something called the post-occupancy evaluation, which is like, you did it like three months after people moved in and then you close that off, and then you’re done with it. Really, we’re seeing continuously collected data whether it be pulse study, pulse surveys. Now, technologically, there’s a tremendous amount of data, everything from badge data to utilization data and I know we’re not doing that much because we’re not in the office much. But once we’re back, I think data informing decisions is going to be the future of what’s happening, and I think we can’t, again, have that data without communicating to our stakeholders what it is that we’re learning and how that’s going to potentially impact and let them have a seat at the table. So, that’s where I’d like to leave it.

Jamie Gassmann: [00:52:37] Fantastic. Great advice and thoughts to leave our audience with. So, if any of our listeners wanted to get a hold of you. And, I’ll start with Cynthia, how can they do that?

Cynthia Milota: [00:52:49] Well, I’m on LinkedIn, so search me on LinkedIn. My email’s on there and my company is Ware Malcomb. If you go to the Ware Malcomb website, you can get my phone number and my email that way too.

Jamie Gassmann: [00:53:01] Great. And, how about you, Kate?

Kate Lister: [00:53:03] I’m there on LinkedIn, as well. I’d be happy to link in with anyone. You can message me. You can also email me at kate@globalworkplaceanalytics.com. And, we have probably a dozen white papers on our website that say things more elegantly than I do in person, so you could just download them there.

Jamie Gassmann: [00:53:27] They’re fantastic. Well, thank you both so much for letting us celebrate you. I’m sure your presentation at SHRM went really well and was well-received, and thank you for sharing your stories and your great advice with our listeners. And, we appreciate you and we’re sure that your organization and your staff do as well. So, thank you so much for being a part of our show. We also – yeah, thank you.

Jamie Gassmann: [00:53:52] We also want to thank our show sponsor, R3 Continuum, for supporting the Workplace MVP podcast. And, to our listeners, thank you for tuning in. If you’ve not already done so, make sure to subscribe so that you get our most recent episodes and other resources. You can also follow our show on LinkedIn, Facebook, and Twitter at Workplace MVP. And, if you are Workplace MVP or know someone who is, please let us know. Email us at info@workplace- mvp.com. Thank you all for joining us and have a great rest of your day.

 

Tagged With: Cynthia Milota, Global Workplace Analytics, hybrid work, Jamie Gassmann, Kate Lister, R3 Continuum, remote work, remote workers, Ware Malcomb, Workplace MVP

Workplace MVP LIVE from SHRM 2021: Beth King, Motif FoodWorks

October 13, 2021 by John Ray

Motif FoodWorks
Minneapolis St. Paul Studio
Workplace MVP LIVE from SHRM 2021: Beth King, Motif FoodWorks
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Motif FoodWorks

Workplace MVP LIVE from SHRM 2021: Beth King, Motif FoodWorks

Beth King, VP of People and Culture at Motif FoodWorks, shared her journey to HR, from a focused role to a generalist, which is her passion. She and host Jamie Gassmann discussed the difference between HR in small and large organizations, her advice to those just starting, her company’s experience during Covid, and much more.  Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

This show was originally broadcast live from the 2021 SHRM Annual Conference held at the Las Vegas Convention Center in Las Vegas, Nevada.

Beth King, Vice President, People & Culture at Motif FoodWorks, Inc.

Motif FoodWorks
Beth King, Vice President, People & Culture at Motif FoodWorks, Inc.

Elizabeth King is a seasoned Human Resources professional with 12+ years experience growing and cultivating dynamic organizations.

She is well respected as a business partner and thought leader who in her career has taken small companies through the Initial Public Offering (IPO) process, acquisitions, and integration processes.

She says her passion is being a generalist. She lives in Boston and has been with Motif FoodWorks since 2019.

LinkedIn

 

Motif Foodworks

We make plant-based food better by analyzing, discovering and designing differently. The result? Crave-worthy food that’s better tasting, more nutritious and sustainable.

Unlike other food and ingredient companies, we’re built to bring the outside in. We’re a lean, nimble organization with seasoned professionals who have lived and led food businesses, along with science and technology experts who have renovated, innovated and designed leading-edge solutions. Together, we curate and connect with world-class scientists, universities, partners and technology platforms.

We’ve assembled an unrivaled team of experts from the food industry and world-class science and academic institutions.

We integrate and apply cutting-edge technology focused on closing the biggest gaps and solving the food innovation challenges of today and tomorrow.

We’re creatively aggregating proprietary insights and an exclusive network of partnerships to holistically unlock the secret building blocks of food to rewrite today’s food design rules.

Company website

About Workplace MVP

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, Workplace MVP, confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real-life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

Workplace MVP Host Jamie Gassmann

Jamie Gassmann, Host, “Workplace MVP”

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

R3 Continuum

R3 Continuum is a global leader in workplace behavioral health and security solutions. R3c helps ensure the psychological and physical safety of organizations and their people in today’s ever-changing and often unpredictable world. Through their continuum of tailored solutions, including evaluations, crisis response, executive optimization, protective services, and more, they help organizations maintain and cultivate a workplace of wellbeing so that their people can thrive. Learn more about R3c at www.r3c.com.

Company website | LinkedIn | Facebook | Twitter

TRANSCRIPT

Intro: [00:00:03] Broadcasting live from the SHRM 2021 Conference at the Las Vegas Convention Center, it’s time for Workplace MVP. Brought to you by R3 Continuum, a global leader in workplace behavioral health, crisis, and security solutions. Now, here’s your host.

Jamie Gassmann: [00:00:21] We are broadcasting from SHRM 2021 on Day two here in Las Vegas, Nevada. And with me is Beth King, the Vice President for People & Culture at Motif FoodWorks. Welcome to the show, Beth.

Beth King: [00:00:34] Thanks, Jamie. I’m excited to be here.

Jamie Gassmann: [00:00:36] So, why don’t we start off with you sharing a little bit about your journey kind of getting into H.R., and what you do as Vice President of People & Culture at Motif FoodWorks.

Beth King: [00:00:50] Sounds great. So, in terms of getting into H.R., I have to say I fell into it. I graduated college with the ever-popular liberal arts degree, which provides you with very little direction on how to actually get a job. And, my parents said, “Well, you have to get a job.” And I said, “Okay.”

Beth King: [00:01:09] And so, I started out as a recruiting coordinator, which is a very popular entryway, as you know, to H.R. and really enjoyed that. But I was lucky enough to have an opportunity to transition into a broader role and go into more of a generalist role. And, I started in a startup-like environment, which was really, really fun, and was able to take that, take my learnings from that company and move to a true startup that had gone through Series A and Series B funding, and went through an IPO with them as an H.R. manager. We were subsequently acquired and I was able to transition ultimately into an H.R. business partner.

Beth King: [00:01:53] So, my journey went from a more focused role in recruiting to a broader role and in the more generalist and business partner sector. And, that’s where I found my true passion and enjoyment, and, ultimately, that’s how I landed where I am today. And, throughout that journey, I also realized that there are so many great things about H.R. and what they can do in different types of companies whether it’s a startup, a midsize, or a very large company because I have experience in all of those. But my passion really lies in entrepreneurial ventures, in startups, and in growing something small into something mid-sized. And, that’s a really enjoyable place for me to be in H.R. But when you’re doing that, you need to have a broader perspective.

Jamie Gassmann: [00:02:47] Absolutely. So, you mentioned that there’s a lot of great things that H.R. does within all these different organizations. Let’s dive into that a little bit. Tell me a little bit about what you see as those great things. Like, what is it to you –

Beth King: [00:03:01] Sure.

Jamie Gassmann: [00:03:01] That you think is most impactful.

Beth King: [00:03:02] So, what I love about being in a small company, which is something that I’ve done several times throughout my career, is that you’re all things to everyone. So, you never have the luxury of getting bored, right? Because there’s just always something. So, one day you might be recruiting. The next day, it might be benefits. The day after that, it’s employee relations, et cetera, et cetera.

Beth King: [00:03:24] But when you have the opportunity to work for a mid-sized or a large firm, then you have the opportunity to engage with individuals who have done one thing for the majority of their careers. And, while that may not be attractive to all of us in terms of a career path, it’s a huge opportunity to learn about what does it mean to truly be a subject matter expert in XYZ area.

Beth King: [00:03:50] So, you have the opportunity in a mid or a large company to talk to people who have done payroll for 25 years and they know everything about payroll. They know everything about the state laws, they know everything about multistate, they know everything about international, they know how to interact with Treasury. And, it’s so incredible to go through your career and have those resources available to you even if it’s not your own journey, right?

Beth King: [00:04:19] And, that is what I love about working at different types of companies or having worked at different types of companies. And, it’s why I would always encourage people. If you think you love small business, that’s great, but don’t be afraid of trying something new. Don’t be afraid to go to that big or mid-sized company because you never know. And, even if it turns out not to be your thing, the insight and the information and the context that you’ll gain will be incredible, and it’ll be a wonderful addition to your own résumé.

Jamie Gassmann: [00:04:54] Absolutely. So, do you think it’s a hard transition for some that go from more of that generalist role to a more kind of subject matter, like specifics, specialty role? You know, is there a hard transition with that, do you think?

Beth King: [00:05:09] There can be. I think it depends on, obviously, the person’s interests and personality.

Jamie Gassmann: [00:05:13] Sure.

Beth King: [00:05:14] But I certainly think that we all naturally gravitate even as generalists to one discipline or another. So, for example, although I have made a career out of being a generalist, if I have the opportunity to focus my time on a specific discipline, it’s always going to be OD, organizational development.

Beth King: [00:05:37] To me, that’s what gets me excited. That’s where I see – it’s the work that is the most fun. It is the work that allows me to engage with employees in the most meaningful way for me. And, if I were to go into a specific discipline, that would be the one. But that’s not always going to be everyone’s choice.

Beth King: [00:06:02] So, I think that it doesn’t have to be a tough transition because if you just go with the discipline that excites you, that you’re passionate about, that you find joy in, and that you find to be really worthwhile for the employees, then I think it’s going to be more natural than anything else.

Jamie Gassmann: [00:06:21] Wonderful. And so, if somebody, let’s say they’re new in their career.

Beth King: [00:06:25] Sure.

Jamie Gassmann: [00:06:26] You know, maybe they work for a small organization, or maybe they work for a large organization and they’re kind of, you know, in one specialty and they’re looking at broadening that or trying to figure out where they go. You know, what are some things that have helped you in your career and kind of identifying that passion in organizational development? You know, how did you discover that?

Beth King: [00:06:45] So, I was very, very lucky early in my career. The organization that I worked for, the H.R. organization that I worked for, was actually led by someone who had done OD for about 20 years prior to joining our team. So, because of her specific background, the very nature of our day-to-day work had a bit more of an OD bent to it. So, it was a little bit more natural.

Beth King: [00:07:13] But that being said, it certainly wasn’t the only work going on in our team because we were H.R., so benefits still had to be done. Comps still had to be done. Payroll still had to be done. Recruiting. All of those things, right? We couldn’t just play around with creating trainings and what’s the next great employee engagement thing that we’re going to do for the team.

Beth King: [00:07:32] So, we had to focus our time differently. And, I would say for those folks who are looking to explore different disciplines in H.R., talk to your peers and colleagues. You know, go to – even if going to a SHRM event isn’t something that maybe is available to you, SHRM has an incredible amount of free resources that you don’t even have to be a member of SHRM to access. If you are able to get a SHRM membership, all the better because then you have even more resources available to you.

Beth King: [00:08:04] But I think one of the great things about SHRM is that it does offer a number of different points of reference and contacts even for those who, for one reason or another, may not be able to have a membership. But you can do that. I would say your local SHRM affiliates.

Beth King: [00:08:22] So, our company is based in Boston, so we have NEHRA, the New England Human Resources Association. They often will have free-to-member or pay-for-non-member events that you can go to. Look those up and just keep yourself informed. You know, do the research. Go online. I fully appreciate that keeping up with the newest labor laws isn’t exactly the world’s most riveting information. But if you want to grow and develop your H.R. career, you might want to check it out once a year or something. But there are great podcasts out there.

Jamie Gassmann: [00:09:00] Yeah.

Beth King: [00:09:01] There are great YouTube channels. There are so many wonderful resources out there. So, I would say talk to your partners and colleagues and, you know, do your research yourself and see what you think might be the right fit.

Jamie Gassmann: [00:09:15] Awesome. Awesome. So, one quick question, kind of looking at that organizational development and looking at, you know, you kind of mentioned that Motif FoodWorks does kind of almost like lab kind of work.

Beth King: [00:09:29] We have a heavy lab presence. Yes, we hired many scientists and engineers.

Jamie Gassmann: [00:09:33] So, how did the last year in terms of like, you know, I know with being that you’re involved in like managing culture and overseeing that, how did you balance that culture and support those individuals that – were they in the office? Were they considered essential? Were they hybrid? Like, how have you approached that? Because it sounds like you’ve got a lot of passion in that organizational development kind of that cultural aspect of an organization? How have you been able to implement some different things or explored your challenges [inaudible]?

Beth King: [00:10:02] Sure. So, I have to admit for our company specifically, COVID could not have come at a better time because we had about six weeks prior to COVID. So, in the state of Massachusetts, we went into lockdown on March 13, 2020, and about six weeks prior, maybe a little bit less than that, we had embarked on a buildout of our new facility, which was going to include our labs. So, the truth of the matter is in our organization we didn’t actually have our labs ready to go anyways, and they were able to be built out over the pandemic. So, it kind of worked.

Beth King: [00:10:39] But we got really creative with a lot of the work that had been going on in the office in terms of lab work. And, we had application engineers and scientists who work with food ingredients and creating different applications. They worked in their own personal kitchens, at their homes. Their families became – you know, we would send them the correct forms to sign and their families became the testers of those ingredients. Does this ingredient really do what we’re looking for it to do in the way that we want it to do it? And, what was helpful, obviously, is that we got very real-time and authentic feedback because I think most people would agree that your family is always going to be very clear if they don’t like your cooking. So, that’s the truth. So, it was very helpful to have that, right? And so, we were able to get that sort of non-biased – they weren’t going to sugarcoat it – feedback.

Jamie Gassmann: [00:11:45] That’s like your best test subject.

Beth King: [00:11:46] Exactly, exactly. I always say if we ever do a chicken nugget, give it to my kids, that’s all they eat, so.

Jamie Gassmann: [00:11:53] Oh, fantastic. Well, you can sign my kids up for that too. They’re like, you know, chicken nugget connoisseurs, right?

Beth King: [00:11:58] Exactly, exactly. Their absolute snobs. So, we were able to think creatively about what we were going to do. But our organization is not solely scientists and engineers. We also have [inaudible] staff, we have marketing staff, we have sales staff, et cetera.

Beth King: [00:12:16] And so, for those folks, you know, we really did have to get creative. Tools like Zoom and Teams became critical infrastructure for us. We did stay home for quite a bit of time in part because of COVID and in part because of the build-out, where it was like, well, if you know we’re supposed to be at home anyways, then I guess, you know, we don’t have a place to go back to. We were sort of homeless.

Beth King: [00:12:39] And then, when we came back to work, we had this big, beautiful new office with brand new labs and it was really wonderful. But we did things like we did the now-ever-prevalent Zoom happy hours. We tried to make it fun, tried to do different themes, ’80s themes. We did a “come as your favorite Nicolas Cage character,” which we had to explain to certain generations that Nicolas Cage had done more than just some Disney movies, that he had actually in fact been around since the early ’80s but that was before they were born. But it was really fun. We did things like that.

Beth King: [00:13:24] And, as I said Zoom and Teams just became critical. So, it was just kind of getting in the mindset of if I need someone using those types of tools, using Slack to get in touch, to kind of recreate that sort of grab you in the hall real quick that we get when we’re in person. Using Slack as the alternative to that has really helped. “Hey, I have a quick question.” “Hey, did you hear this?” “I’m on a meeting. They’re talking about this.” “What are they talking about? I haven’t heard about this. Can you explain it to me?”

Beth King: [00:13:53] All of that stuff was done through these new tools, or at least new-to-us tools or less frequently used tools, that really helped create remote business. And then, when we went back, we did do a hybrid model and we still are doing a hybrid model for many roles.

Beth King: [00:14:09] Lab roles, what we’ve done as we have said, you need to be here when you need to be here. Meaning, if you’re running experiments, you need to be here for that. But if you’re just analyzing data and you would prefer to work from home, then you can do that from home.

Beth King: [00:14:23] We also have employees who have that option and choose to be in the office for a variety of reasons. They like the personal interaction. Maybe, they have three more roommates at home who are also working from home and they don’t want to do that. Maybe, if someone, like myself, who’s a parent and getting work done at home is more of a challenge than it is to get work done at the office and so it’s just a productivity issue.

Beth King: [00:14:50] But we try to be as flexible as possible because we recognize that there has been a real shift in workplace culture, not just with our company but the expectations of candidates, right? Folks are looking more and more for flexibility in the workplace for that hybrid offering and what does that looks like. And, the truth of the matter as well is that we’re based in the seaport in Boston and driving in and out of the seaport on a Friday year-round is not the most pleasant experience. So, if we don’t have to have folks do that, we tend not to. But, again, some people want to go in on a Friday because maybe they want to do a happy hour after and you don’t want to drive to a happy hour.

Jamie Gassmann: [00:15:34] Yeah. No, absolutely not. And, well, and it’s just great having that flexibility and kind of meeting people where it best fits them with their lifestyle and their work style and – fantastic.

Jamie Gassmann: [00:15:46] Well, if anybody wanted to get in touch with you, Beth, and kind of hear a little bit more about, you know, your Nicolas Cage happy hours, how would they be able to do that?

Beth King: [00:15:54] Sure. So, LinkedIn, I’m under the name Beth Kelly King, would be one great way, or an email, eking@motiffoodworks.com. And, they can always check out our website, which is www.madebymotif.com.

Jamie Gassmann: [00:16:12] Fantastic. Well, thank you so much for joining us today in the show.

Beth King: [00:16:15] Thank you for having me.

Jamie Gassmann: [00:16:16] You’ve been a fabulous guest. And, I hope the rest of the SHRM Conference goes great for you.

Beth King: [00:16:20] I’m sure it will. Thank you so very much.

Jamie Gassmann: [00:16:22] And, for those listening, definitely if you are in the booth area and the Expo Hall for SHRM 2021, stop by R3 Continuum’s booth at 4076 and check out our podcast.

 

 

Tagged With: Beth King, HR, Human Resources, Jamie Gassmann, Motif FoodWorks, R3 Continuum, SHRM 2021, Workplace MVP

Workplace MVP: Rosana Preston, Rosedale Transport

October 7, 2021 by John Ray

Rosedale Transport
Minneapolis St. Paul Studio
Workplace MVP: Rosana Preston, Rosedale Transport
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Rosedale Transport

Workplace MVP:  Rosana Preston, Rosedale Transport

Rosana Preston, Director of HR and Administration for Rosedale Transport, has decades of experience in trucking yet makes responding to changing times a priority. In this conversation with Workplace MVP host Jamie Gassmann, she cites other fundamental principles for her work and for Rosedale corporately, including a culture of transparency, respect in the workplace, consistency, and a sense of fun. As Rosana says, “You’re never too big that you can’t listen. You have to keep your finger on the pulse of what’s important to people.” Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

Rosedale Transport (The Rosedale Group)

The Rosedale Group is a privately held, family-owned Canadian company. Opening its door with a fleet of one truck and two customers, today Rosedale has grown to 15 terminals with a fleet of 40 straight trucks, 500 tractors, and 1300 trailers that are operated and supported by over 800 employees.

Rosedale’s growth was based on quality service, competitive rates, and the strength of its people. These factors remain to this day why customers choose Rosedale.

For years, Mississauga, Montreal, and Ottawa were their only terminals. That evolved to include London, Barrie, Quebec City, Granby, and Dalton, Georgia. In 2001, Rosedale expanded into Western Canada with terminals now in Winnipeg, Saskatoon, Regina, Edmonton, Calgary, and Vancouver.

Over their long history in transportation, they have steadily improved their people resources, technology, equipment, and terminal network. Rosedale continues to offer quality service to its customers and is committed to getting the job done, and done right.

Company website

Rosana Preston, Director, Human Resources & Administration at Rosedale Transport

Rosana Preston, Director, Human Resources & Administration at Rosedale Transport

Rosana Preston has been with Rosedale Transport since 1991. She began her career in trucking in the safety department, moved into training and development, and eventually into HR and Administration at Rosedale.

Her priority is to create a respectful workplace that encourages growth and psychological safety.

Rosana is the 2020 HR Leader of the Year from Trucking HR Canada, celebrating her 50 years in the trucking industry.

LinkedIn

R3 Continuum

R3 Continuum is a global leader in workplace behavioral health and security solutions. R3c helps ensure the psychological and physical safety of organizations and their people in today’s ever-changing and often unpredictable world. Through their continuum of tailored solutions, including evaluations, crisis response, executive optimization, protective services, and more, they help organizations maintain and cultivate a workplace of wellbeing so that their people can thrive. Learn more about R3c at www.r3c.com.

Company website | LinkedIn | Facebook | Twitter

About Workplace MVP

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, Workplace MVP, confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

Workplace MVP Host Jamie Gassmann

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

TRANSCRIPT

Intro: [00:00:04] Broadcasting from the Business RadioX Studios, it’s time for Workplace MVP. Workplace MVP is brought to you by R3 Continuum, a global leader in workplace behavioral health and security solutions. Now, here’s your host, Jamie Gassmann.

Jamie Gassmann: [00:00:25] Hi, everyone. Your host, Jamie Gassmann, here and welcome to this episode of Workplace MVP. When a crisis event happens, whether it is a large scale or small scale incident, the effects of the event tend to put things into perspective, leading us to reflect on our current lives and reevaluate what matters most. Over the last year with the COVID-19 pandemic, many of us have done just that. And as a result, it is leading to a dramatic increase in resignations and what is now being referred to as the great resignation.

Jamie Gassmann: [00:01:01] In April and June alone, the Department of Labor recorded a record of four million people resigned their jobs in each month. And this level resignation, coupled with a shortage of job seekers, has workplaces looking to strengthen cultures and create a work experience for their employees where they have no need to leave. What are the secrets to keeping that strong work experience that no one wants to leave?

Jamie Gassmann: [00:01:25] And with us today to share best practices for how they have been able to create a great work experience for employees is Workplace MVP Rosana Preston, Director of HR and Administration for Rosedale Transport. Welcome to the show, Rosanna.

Rosana Preston: [00:01:42] Thank you. It’s a pleasure to be here.

Jamie Gassmann: [00:01:44] So, let’s start off, walk us through your career journey and how you came into your position as Director of HR and Administration at Rosedale Transport.

Rosana Preston: [00:01:54] Well, I was kind of just trying to figure out what I wanted to do with my life, and I got a job at a nearby transportation company. And I was very fortunate in that I met many different mentors that afforded me the opportunity to move through, learn, and grow. So, my all things trucking passion started with me working for the safety department, the recruiting department, the administration, getting involved in training and development, and then moving into management.

Rosana Preston: [00:02:32] As my career continued to progress, again, I remained able to continue to grow and kept me so involved in the trucking industry with mentors and support. I moved forward and I have been able to continue my career in HR and administration as a director for Rosedale. And focus on a goal, my own goal, to be committed to creating a respectful workplace, one that encourages personal and professional growth and is psychologically safe for everyone.

Jamie Gassmann: [00:03:11] Fabulous. So, tell us a little bit about Rosedale Transport. How many employees do you have? Obviously, it does transportation like trucking. So, talk to us about, you know, where your drivers are transporting to and just kind of give us a little bit of background.

Rosana Preston: [00:03:27] I can. About 52 years ago, two gentlemen and one truck decided to start a trucking company. They had a vision. While we celebrated our 50th anniversary with a huge, huge party, that vision turned into what Rosedale is today. Predominantly, we specialized in floor covering. The transportation of floor covering represents about 60 to 70 percent of our business. The rest is general freight. We have a terminal location in Dalton, Georgia, which everyone knows is the carpet capital. So, two men and one truck grew to 15 locations across Canada, one in the U.S., and about 800 employees and 1,700 pieces of equipment.

Jamie Gassmann: [00:04:17] Wow. All from two men and a truck.

Rosana Preston: [00:04:21] Two men and truck, that’s how it all started.

Jamie Gassmann: [00:04:23] Fabulous. So, on a previous call that you and I had had, you shared that the organization has had a very strong retention history. So, can you share with us and kind of elaborate a little bit on what your retention history looks like.

Rosana Preston: [00:04:38] Absolutely. So, when we talk about retention in the trucking industry, it generally focuses with drivers because that is one of the biggest problems. I’m proud and happy to say that when I look at the company’s retention from zero to one year, we’re running at 77.3 percent. From zero to 30 years, we’re running at 85 percent. I believe our retention numbers are high because we’re a good company to work for and we’re a people company.

Rosana Preston: [00:05:09] As far as the staff – we talked a little bit about that – there’s many, many people across our organization that have received their 25 year watches, like myself, for over 30 years. And I guess we kind of joke anybody under ten years is a newbie. And, again, that speaks for the company and people just don’t leave.

Jamie Gassmann: [00:05:33] Yeah. So, obviously, are you looking at this year coming out of COVID and having organizations with this great resignation, are you seeing any impact on that or is your retention still staying strong?

Rosana Preston: [00:05:47] Our retention is still staying strong. During COVID, unfortunately, the economy and every company, I think, took a bit of a hit. And for the first time in our history, we had to lay off some employees on the operating side of the company. Most of them have been brought back.

Jamie Gassmann: [00:06:08] Great. Great. So, what do you feel is really helping to create this work environment that employees want to stay at, especially your truck drivers? I mean, you see a lot of articles that there’s hiring issues with truck drivers and even in the trucking industry in general. So, what do you think is helping with your work environment that’s making that difference?

Rosana Preston: [00:06:31] I think being visible, being honest, transparent, and down to earth has created an environment that promotes that kind of retention. Over the years, we have kept our focus on staying current. And we’re not a one size fits all type of organization. We stay current and try and know what is important to our people. And I believe those are some of the facts that promote retention.

Jamie Gassmann: [00:07:03] Yeah. So, by staying current, what types of things do you do to make sure that you’re staying current with them? Are you out having conversations with the staff? Are you doing team surveys? What are some of the things that you’re monitoring that help you to know that you’re hitting that mark?

Rosana Preston: [00:07:20] I think, first of all, staying in touch with the times. You know, today’s worker is a lot different than someone 30 years ago. We all know that today people are looking for that work-life balance. The days of people working from sunup to sundown are gone. People don’t want to do that anymore. And there’s been a lot of corporations that at one time demanded that type of time from their employees. They’re not around anymore.

Rosana Preston: [00:07:51] So, understanding the culture, understanding how people have changed, that is learning that we have to stay on top of. And not just hunker down and think, “Well, that was the way it was 40 years ago.” Because that’s not the way it is today. So, we’ve kept that focus on staying current and listening to the people, being visible. Kind of establishing that comfort where someone sees you, they’re not shy to come up and say, “Hi, How are you doing?” whether it’s the president, the vice president, or any one of the directors I mean, no one is reluctant to come and say hello, that’s for sure.

Jamie Gassmann: [00:08:31] Yeah. That’s fantastic. And you mentioned culture a couple of times. You know, why is that so important in relation to retention in your opinion?

Rosana Preston: [00:08:41] Well, we spend a lot of time at work. Sometimes we see the people that we work with more than we might see a family member. Liking what you do and where you do it makes it all the better. If you have all the other factors that work for you, such as salary, opportunities to grow, you like where you work, and you feel like you’re a part of the organization, why would you leave? I mean, other than, of course, if someone got transferred or there’s some extenuating circumstances. But why look for greener grass when your grass is already green?

Jamie Gassmann: [00:09:20] That’s a great point. And a lot of people do that, they’ll seek that greener grass. I know in my own career I’ve seen people that will leave, you know, when you’ve got things that are pretty good. And then, I, generally, see them come back, which is interesting. Do you sometimes see that in your own work environment?

Rosana Preston: [00:09:37] Oh, very much so. I mean, we have one gentleman, unfortunately, he knows that if there’s a spot open, we’ll bring him back. But he left for greener pastures. And sometimes I find people are not always honest about the job that they’re presenting, and someone leaves, and they get to their other place, and it’s not quite what they thought it was. And then, they either stay there or try and come back. We have a lot of people that we’ve rehired.

Jamie Gassmann: [00:10:06] Yeah. Interesting. And I know you’ve previously shared when you talk about the culture that you’ve built, which sounds like an amazing environment for those employees with that visibility to leadership and kind of transparency and comfort. You built that culture within the main terminal, but you’ve been able to replicate that across all the other terminals and also replicate that with your drivers that are out on the road. So, can you share a little bit about what were some of the ways that you’ve been able to kind of maintain that culture across the entire organization and all areas that employees might be working?

Rosana Preston: [00:10:48] Sure. One of the things is consistency, the same message throughout the organization. Whether you’re in Winnipeg, Montreal, or Toronto, it’s the same message. It’s the same company. We promote an inclusive management style. And respect in the workplace is paramount here. Again, so it’s the same message that transcends all the locations.

Rosana Preston: [00:11:15] One of the things we like to do a lot is have fun. And pre-COVID, I think, I was explaining to you, we celebrated everything that we possibly could. So, head office would send out a call to action that we’re going to be celebrating these days. But then, how that location is decided to celebrate it was up to them. They know what their people like. They know which day would be the best day to celebrate. And we allowed the managers and their cheerleaders were able to run with creativity, food choices, decorations. Everything was left up to them. If we were having food truck in Mississauga, that necessarily didn’t mean Montreal was going to have one. They might have done something different.

Rosana Preston: [00:12:04] Our marketing team always helped by sending all the branches out material. We probably have bought more baseball caps – I don’t know what – the Toronto Blue Jays. And we have them distributed throughout the organization. And, of course, that’s good advertising for us as well. We change them up because you can’t have the same hat two years in a row. So, different locations know what works best for them.

Rosana Preston: [00:12:34] And, of course – and, again, pre-COVID. I’m hoping we can get back to this – we always had chocolate at all of the stations, the office, the warehouse, the dispatch area. Chocolates for Valentine’s Day, Easter, Halloween. There’s just something that starts off your day when you walk in and you can put your hand in a bowl and take some chocolate and away you go.

Rosana Preston: [00:12:58] So, we would definitely want to get back to that. We might do it a little different. All the candy will be wrapped and so on. We’ll figure it out. But it certainly won’t stop us from celebrating in the future.

Jamie Gassmann: [00:13:09] Yeah. It’s amazing what chocolate can do for a work environment, right?

Rosana Preston: [00:13:13] Chocolate, and I’ll tell you one of the most popular was the ice cream truck. It was really funny. It was only going to be here in Mississauga until about 3:00 or 3:30. City drivers had gotten stuck in traffic or whatever, and they were calling and saying, “Hold the ice cream truck. I’ll be there. I’m going to be a-half-an-hour away.” So, a little thing like the ice cream truck was the highlight of everybody’s day.

Jamie Gassmann: [00:13:40] Yeah. And, you know, it breaks a little bit of business as usual and gives you something fun to look forward to. That’s fantastic.

Rosana Preston: [00:13:47] Absolutely. Absolutely.

Jamie Gassmann: [00:13:47] So, in addition to some of the fun that you’ve kind of created within that culture, you also talked a lot about some of the incentives that you’ve established. So, how did you identify what’s the right fit for the incentives? And how did that help in driving motivation and employee engagement and involvement in achieving those?

Rosana Preston: [00:14:10] We have two incentives that surround dollars, money. And one of them is a years of service bonus. And what that one is that, the years of service, every employee receives $150 every year, accumulates to a maximum of $3,000. So, a 30 year employee like myself, I look forward to getting a $3,000 bonus check just because that’s the seniority that I have. We give that bonus out at Christmas time. And a few years ago, someone questioned, was that the right time during the holiday season. So, we asked our employees, “Do you like getting your years of service bonus at the holiday season? Would you like to get it at a different time?” Overwhelmingly, everybody liked it during the holiday season. So, that’s one bonus.

Rosana Preston: [00:15:03] And the second one is a profit sharing bonus. And based on the profitability of the organization, everyone top down, bottom up, it doesn’t matter how you say it, part-time, full-time receives an annual profit sharing portion. And, again, that is something that everybody looks forward to. I’ve been here 30 years, we haven’t missed a year yet. And it’s inclusive of all employees.

Jamie Gassmann: [00:15:32] Yeah. I like that you’ve kind of got that balance of a personal type bonus as well as a team incentive bonus. You’re kind of meeting both areas of what, typically, would drive some of that motivation from employees and balance.

Jamie Gassmann: [00:15:48] So, in looking at your drivers, I know you mentioned early on that one of your objectives is to make sure that the full work environment has that psychological safety. And you talked about how you extend the culture a little bit into your drivers. But how do you extend some of that psychological safety when they’re out on the road? Because I imagine some of your drivers are probably out, you know, for the full week, they’re long road drivers. So, how are you supporting them when they’re not actually in the terminal?

Rosana Preston: [00:16:20] So, we have the city drivers and the highway drivers. Most of our highway drivers are home a minimum of twice a week. So, they don’t have runs that take them away for weeks on end, like some other carriers do. So, communication is key, and we use different forms of communication.

Rosana Preston: [00:16:42] Our line haul team, which works closely with the highway drivers, is responsible to make sure that they pass on information. We use satellite messaging. We use emails to their home. That’s something new we started a couple of years ago, sending emails out to their homes so that they can receive communications, share them with their wife, and so on. There’s always posters, events, and we try and make sure that there’s enough lead time so that everybody can see what’s going on and what’s new.

Rosana Preston: [00:17:18] We take into consideration all of our shift workers too. Like, we have people that work midnights and afternoons and so on. So, we have to make sure that the highway drivers and people on different shifts are never excluded from anything that’s going on.

Jamie Gassmann: [00:17:35] Yeah. Perfect. And I imagine, you know, receiving that information at home helps them to push that communication to their spouses or significant others if they are getting a little busy in transporting goods.

Rosana Preston: [00:17:49] Absolutely. Absolutely. Sometimes we have to put up a notice to say, “Please make sure you check your home email when you go home tonight because there’s a message from us.” But, yeah, we do find a way to communicate, that’s for sure.

Jamie Gassmann: [00:18:03] Yeah. Fantastic. So, we’re going to take a word from our sponsor real quick. So, Workplace MVP is sponsored by R3 Continuum. R3 Continuum is a global leader in providing expert, reliable, responsive, and tailored behavioral health crisis and violent solutions to promote workplace wellbeing and performance in the face of an ever changing and often unpredictable world. Learn more about how R3 Continuum can tailor a solution for your organization’s unique challenges by visiting r3c.com today.

Jamie Gassmann: [00:18:37] So, over the last year when you were navigating the pandemic, what were some of the things that you implemented that helped to maintain your work culture, especially as you had employees that moved to remote?

Rosana Preston: [00:18:49] Well, the first thing that we did was take a look at what we could change and to help promote that safety. For example, we implemented changes to longstanding procedures such as a driver will go to a customer, get paperwork, sign the paperwork, there’s an exchange of pens and paperwork and so on. So, we took a look at those things. And to lower the risk, we changed those policies that have been ingrained for years and years. We told them they don’t have to get signatures anymore. Just make sure you write down the name of the person that received the goods or that you picked up from.

Rosana Preston: [00:19:34] We formed a team across the country with individuals from all of the locations to assist with questions, and deal with concerns, and help with communication. We created a hotline for employees to reach, either by phone, because our cell phone numbers were posted, or by email, they could reach the hotline by email, again, if they had any concerns.

Rosana Preston: [00:20:01] We continue to provide personal protective equipment for all the employees. That includes canisters for the highway drivers to keep with them. When the canister is empty, they bring it back, they get a new one. So, they can wipe down where they’ve been, wiped down their trucks, and so on. We provide daily kits for the city drivers. They pick up their bills, they pick up their kit, away they go, again, to wipe down, gloves if they need them, and so on. So, we continue to do that.

Rosana Preston: [00:20:32] We’re transparent. We always let employees know. And we’re very fortunate, we have very few cases of COVID, but we did have some. And we were very transparent about it. We let all the employees in that facility know that there had been an outbreak – I don’t know that that’s an outbreak. Probably the wrong word – one individual had COVID and then we got the terminal fogged or we did whatever corrective measures we had to add and make sure, again, that it was safe.

Rosana Preston: [00:21:05] So, as an essential service, most of our employees worked from the facility. We had very few that worked remote. We did have a couple and we made sure that we always passed on through communication anything that was important to them.

Jamie Gassmann: [00:21:22] Yeah. So, were those remote employees ones that requested to work remote or were they in positions that it felt like it was, you know, more necessary that they be in a remote setting?

Rosana Preston: [00:21:34] A little bit of both. Some people were very nervous of COVID or had elderly parents at home. They felt like they might want to work from home, and we were able to facilitate that.

Jamie Gassmann: [00:21:47] Yeah. Very great. That’s always nice to be able to offer that option. So, now, everyone’s back. Obviously, you continue to work as essential workers and in the office. How are the employees now? I mean, it sounds like you still have some of the PPE procedures in place.

Rosana Preston: [00:22:09] Yes.

Jamie Gassmann: [00:22:10] You know, have things kind of started to go back to that new normalcy? Or how are the employees at this particular point with some of the COVID, if the cases have risen or things of that nature, in your area?

Rosana Preston: [00:22:24] We took a position that until the branch is heard differently from head office, everything stayed the same. So, all COVID protocols stayed in place. We still wear masks unless you’re in your own office. We wear masks as we travel through the building. We stay six feet apart. So, we have not stopped any of the COVID protocols. And we still, as I say, continue to supply all the branches from head office we could get out of here, the personal protective equipment for the people.

Jamie Gassmann: [00:23:01] Awesome. Yeah. And so, obviously, Rosedale Group is a private organization. So, some of the things that we talked about is, in your opinion, do you feel you’re at more of an advantage in creating this work environment with different incentive programs and different fun activities than maybe a larger organization might be that is a little bit more matrixed or siloed. What are some of your thoughts around that?

Rosana Preston: [00:23:32] Well, I think there’s definitely an advantage to being privately owned. But more than that, it’s the mindset of ownership. And we’re privately owned and we’re a flat organization. We don’t have a lot of red tape to go through. The management team is small. It’s a case of, you know, two doors down and walking down to see the president and saying, “What do you think about this? How if we do this?” And the same with our VP and GM and our sales manager.

Rosana Preston: [00:24:06] So, we’re privately owned and families involved in running the company. And I guess we’re blessed because we have very similar mindsets. And we’re all for, as I said, celebrating. We’re all for listening to the people. So, it’s very easy to navigate through those things. I mean, we don’t always agree. And I don’t want to create that big lie. But it’s easy. There isn’t a lot of us. We talk about it, pros and cons. We try it. More importantly, we’re not afraid to say, “Well, we won’t be trying that one anymore.” Sometimes things don’t work and you have to remember that you’re human and you just move on to the next thing.

Jamie Gassmann: [00:24:51] Yeah. And so, from a larger organization and knowing that they might have a little bit more red tape to go through or kind of more layers that they have to consider when making a decision, what are some of the things, from your opinion, that they could do in some of those maybe departments or sections of their organization that could help to instill that strong work culture?

Rosana Preston: [00:25:15] Well, I think you’re never too big that you can’t listen. You can’t pay attention. You can’t have empathy. And, I mean, we’re in business to make money, of course. But we also employ 800 people. So, you have to keep your finger on the pulse of what’s important to people. There’s no point in putting a procedure in place or a policy and it has no merit, it has no place in your organization.

Rosana Preston: [00:25:56] And we talked about that a little bit at the beginning, keeping focus on what’s new, what’s important, what’s changed, the different age demographics. You know, we have drivers that have come to us, there’s five of them just in this location, and they’ve crested 65 and they’re not ready to retire, but they know they can’t work five days a week. Well, that’s easy. You just go and you talk to ownership and say, “So-and-so has been with us 30 years. He’d like to go down to a four day workweek.”

Rosana Preston: [00:26:28] Why would you say no if the person can still do the job, still valuable to the organization from many perspectives, then, yeah. Okay. You can work four days a week. You can maybe take Wednesday off, so work Monday, Tuesday, take a break, work Thursday, Friday, move on. Again, we’re non-union. We can do a lot of those things and we, certainly, try to do our best.

Jamie Gassmann: [00:26:51] Yeah. Creating a flexible environment to meet that employee where they’re at. And I got to imagine they appreciate that so much, especially, if, like, it’s a temporary thing, they’re going to remember that.

Rosana Preston: [00:27:04] Yes. Absolutely. And, again, that holds true, like, if you have a line haul driver. And, again, this has happened. The highway driver, maybe his wife’s having surgery, so he asks if he can stay more local for a little while, maybe only do Toronto, Montreal. That way, he’ll be home for sure. And, again, you can do those things, but you have to listen and you have to balance running an organization, being profitable with the needs of the people as well as the company.

Jamie Gassmann: [00:27:33] Yeah. And that’s that whole creating that culture of transparency where the employee feels comfortable bringing that to you.

Rosana Preston: [00:27:42] Absolutely.

Jamie Gassmann: [00:27:44] So, in your opinion, just looking at what they are calling the great resignation, why do you think so many people are making career changes and moves at this particular point, from your opinion?

Rosana Preston: [00:27:58] Well, I can give you a real life example. Recently, I’d say within the last 18 months to two years, we’ve had four individuals leave the same place of employment in our industry and apply for positions at Rosedale. And we hired them all and they’re great. They have fit into our organization. They like it. They stop me sometimes in the lunchroom and tell me how much they like it here.

Rosana Preston: [00:28:30] Why didn’t four people all leave the same company? So, of course, I’m going to ask. And I found out that, basically, the years that they had there took a secondary place to how they were feeling. They didn’t like to come to work. There was broken promises. There was a lack of empathy and caring. And they were no longer happy. So, it didn’t matter that some of them had four, five, six, eight years vested. Things deteriorated for whatever reasons. And the people started to feel that and they they left.

Rosana Preston: [00:29:08] And one of the gals, she said, “If I get this job at Rosedale, great. But it isn’t going to make a difference. I’m still leaving my place of employment and I will find another job.” Fortunately, it worked out, she came to Rosedale. So, there’s an example where four people all left one company because people stopped listening, people stopped caring, and broken promises, as I said.

Jamie Gassmann: [00:29:33] Yeah. They lost that people focus.

[00:29:36] Absolutely. Absolutely.

Jamie Gassmann: [00:29:37] So crucial. So, if you could provide advice to the leaders that are listening to our show right now for what you found works in ensuring strong retention, what would that be?

Rosana Preston: [00:29:49] Well, I think you have to believe in yourself. If you believe in yourself, if you have confidence within yourself, then other people are going to believe in you as well. I find being transparent is really key. We all make mistakes, admit it, and regroup, and move forward. We’re all human and we should never act or feel as if we’re on a pedestal. I think for HR leaders, you have to stay current. You can draw on your experience, but don’t let that experience rule how you view things or rule your judgment.

Rosana Preston: [00:30:31] People are complicated, and I think you have to be careful that you avoid a rush to judgment. What works well for one person may not be the formula for another. Never stop listening. Never stop listening. And you need to build trust and have a passion for what you do. I think you have to make sure that your actions mirror your words. People say, “Oh, we have an open door. We do this. We do that.” But if it’s not real, people understand that very quickly and they don’t have any faith in you or your organization. You can do the organization a disservice. And I think those are the the important things to me.

Rosana Preston: [00:31:19] Everyone knows – I’d like to think everyone knows – if they come to me for an answer, they’re going to get an answer. It may not be the answer they were looking for, but it will be an answer. And I think that is really important. If you say you’re going to get back to somebody, get back to them.

Jamie Gassmann: [00:31:39] Yeah, absolutely. I love that advice. That’s great advice to leave our listeners with. So, if somebody listening does want to get a hold of you and learn a little bit more or just, you know, connect with you, how can they do that?

Rosana Preston: [00:31:54] Well, I would suspect email is probably the easiest. Would you agree?

Jamie Gassmann: [00:32:00] Email, yeah. Or if you’re on LinkedIn. I know some of our guests are on LinkedIn. But email can also be a great way. Absolutely.

Rosana Preston: [00:32:06] Yeah. Linkedin is fine. I don’t seem to check that as often as I should. I promise I’ll get better. But my email is R-O-S like Sam-A-N like Norman-A-P as in Peter@rosedale.ca, R-O-S-E-D-A-L-E.ca. So, it’s rosanap@rosedale.ca.

Jamie Gassmann: [00:32:32] Oh, thank you so much for joining us today, Rosanna, and being on our show, and for letting us celebrate you, and sharing your stories, and great advice with our listeners. We appreciate you, and I’m sure your organization and staff do as well.

Rosana Preston: [00:32:47] Thank you. It was certainly my pleasure. I enjoyed it and it was great. Yeah, absolutely great. Thank you.

Jamie Gassmann: [00:32:54] Yes. Absolutely. And we also want to thank our show sponsor, R3 Continuum, for supporting the Workplace MVP podcast. And to our listeners, thank you for tuning in. If you’ve not already done so, make sure to subscribe so you get our most recent episodes and other resources. And you can also follow our show on LinkedIn, Facebook, and Twitter at Workplace MVP. If you are a workplace MVP or know someone who is, please let us know. Email us at info@workplace-mvp.com. And thank you all for joining us and have a great rest of your day.

Tagged With: Human Resources, Jamie Gassmann, R3 Continuum, Rosana Preston, Rosedale Transport, The Rosedale Group, trucking, trucking industry, Workplace MVP

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