Latest / The Jon and Marc Podcast / The #1 Reason Law Firms Fail: Culture Misalignment (and How to Fix It)
Transcript
- 0:00If you're going to get culture right, it's a lot of work.
- 0:02It takes the constant day in, day out thinking about what am I
- 0:05trying to build, what's the vision?
- 0:07And then how do I not only bring the right people into the
- 0:10organization, how do I continue to pour into them so that
- 0:13everything that we're doing points to the mission, the
- 0:16vision, the core values. You're going to get less
- 0:18turnover, higher quality and productivity out of your
- 0:21employees, and they're going to love what they do.
- 0:35Welcome to the John and Mark podcast.
- 0:37Today we have an excellent guest.
- 0:39You guys know of her as the former founder and chair of
- 0:42Caseworks. She is currently the EVP of
- 0:45culture at the Asian Group. This is someone who I personally
- 0:49and happily call a friend. Welcome to the podcast everyone.
- 0:52Susan Barfield. Thank you so much John and Mark
- 0:55for having me. Of course, talking about culture
- 0:58is I'm going to kind of nerd out and talk a lot about it because
- 1:01I get excited about it. So anyway, thank you so much for
- 1:03having me. First question for you, So like
- 1:05Cultures award, it's thrown around pretty freely in the
- 1:09business world, in the leadership world.
- 1:11As the EVP of culture, how do you actually measure your
- 1:14cultures being effective for the things you're doing are being
- 1:17effective? Yeah, that's a great question.
- 1:18We track and measure everything. Of course, the the saying is
- 1:22that which gets measured improves.
- 1:24So we track all of the cultural initiatives that we roll out
- 1:28from, you know, the news letters and we can get more into depth
- 1:31talking about some of those specific initiatives.
- 1:34But kind of at a high level, employee engagement surveys, we
- 1:37do those on a quarterly basis. We're looking at employee Net
- 1:41Promoter scores. We also send out polls like
- 1:43after some of the initiatives in the events that we do and we're
- 1:47looking for feedback to see if it's moving the needle.
- 1:50Of course, you know, we want to pour into our people and pour
- 1:52into the culture which is driving employee engagement and
- 1:56we can look at that by both the results from the employee
- 1:59engagement survey, but also looking at our attrition rates.
- 2:02When you guys are surveying these employees, what is like a
- 2:05expected score to know things are going well?
- 2:08Because if I got like 100, like a 10 out of 10 from an MPs
- 2:11score, I'd be suspect that everyone just defaulted to 10.
- 2:14What is like an expected score of like you're like, hey, this
- 2:17is things are going well and are as they should be.
- 2:20So I would say from the employee Net Promoter score, everything
- 2:23that I've read and the research that we've done indicates that a
- 2:27score greater than 50 indicates that your organization, you've
- 2:31got loyal employees and that's kind of our goal.
- 2:34So we want not only a score of 50, but we also want high
- 2:38participation rate. So if you got low participation
- 2:40rates, that's probably also a good indicator that you don't
- 2:43have engaged employees. So that's just one of the
- 2:46questions kind of gives us a pulse on the sentiment of our
- 2:49employees. But the if we look at the
- 2:52overall employee engagement survey questions that we roll
- 2:55out on a quarterly basis, it comes from the Gallup 12.
- 2:58So we're looking at question, you know, those questions and
- 3:03we're looking again at the engagement and the participation
- 3:07from the questions and the score.
- 3:09So it's hard to let me let me speak a little bit on we're
- 3:12looking at not just the actual score, but the feedback that the
- 3:17employees are there's, you know, every question, employees are
- 3:21able to give free text and kind of give a, a why behind their
- 3:25score. And so I would say that we've
- 3:28learned a lot. We start looking for trends in
- 3:30those responses and it to be honest, some of the feedback
- 3:34we've received from our employees helps to dictate and
- 3:37drive some of the new initiatives and maybe benefits
- 3:39things we're looking to roll out.
- 3:41So I think it's a combination of participation rate and also the
- 3:45results. Susan, you talked about, you
- 3:49talked about how you measured culture and potentially the
- 3:51effectiveness of that culture within the team.
- 3:53But how have you seen a positive culture benefit the actual
- 3:57output of a company? How does it actually roll down
- 4:00to clients and what their expectations are in terms of
- 4:04being that or exceeded? It is of my opinion and that's
- 4:07kind of why my role at aging group is, is to be solely
- 4:10focused on driving the the vision for the culture and
- 4:14making sure that it's rolled out.
- 4:15It is my opinion that if you have a strong culture with
- 4:18engaged employees, low attrition rate, then that is going to
- 4:22impact both product activity and the quality of the outcome of
- 4:25the work that we're doing within the organization.
- 4:28What is the number one culture killer?
- 4:32Oh, I would say misalignment refer us.
- 4:36If you think about kind of, you know we've known you guys for
- 4:39years And so with Caseworks being acquired and then Angie
- 4:42and Group and we merging 3 companies into one organization,
- 4:47you got three different cultures coming together.
- 4:49Whether it's stated, whether you have stated core values, there
- 4:52is a culture at every organization.
- 4:54So I, I believe that the number one kind of killer is
- 4:58misalignment of the culture as you're trying to blend those
- 5:02organizations together. And I would say if you're not in
- 5:06the position where you're bringing organizations together,
- 5:08I think one of the killers would be not hiring based on right
- 5:13person, right seat. Most organizations simply look
- 5:16for employees to be competent to do the role, but they're missing
- 5:21something very important, which is the right cultural fit.
- 5:23So the right person is a cultural fit and having them in
- 5:27the right seat means that they have the GWC, they, they get it
- 5:31one, it had the capacity to do it.
- 5:33And so it's, it's, I have found over the last 10 years, if you
- 5:37have hired the right person and they fit culturally, it's easier
- 5:40to move them maybe to a different role, but you can if
- 5:44you hire just simply for the right seat.
- 5:46But it's a misalignment and culture.
- 5:48Inevitably you're going to be managing that person out of the
- 5:51organization. I will say the biggest lesson
- 5:54I've learned as a people leader, especially from the recruiting
- 5:57high, has been this lesson from specifically recruiting and
- 6:01hiring. I do remember almost we have
- 6:03extremely low attrition rate on our team of people who leave and
- 6:07then people who've we've let go. Still, I believe we've done a
- 6:10really good job with hiring, but we used to go out and see what's
- 6:13the best person we can find with the best, shiniest resume that
- 6:17we could afford for this position and then go and find
- 6:20them and then put them in the in the role.
- 6:22But now it's like, I want 100% culture fit, someone who's
- 6:25hungry, who I believe has the ability to learn the skills we
- 6:29need for this position and can grow into that like the perfect
- 6:32JD and like all those people that we've given those
- 6:34opportunities, almost all of them have exceeded expectations,
- 6:38drive a ton of value to the business, stay a long time or
- 6:41very happy. And it was every person we get
- 6:42like recruited in with like the perfect resume.
- 6:46We like terminated or cycled out of the business very quickly
- 6:49because it was not a fit. Exactly.
- 6:51I mean, I would say that as leaders, we should always be
- 6:54thinking about succession planning.
- 6:56How do we pour into our people and are we hiring individuals
- 7:01that are not only competent for the role that we're hiring them
- 7:03for, but if they are a great cultural fit, then they're going
- 7:07to be looking for new opportunities.
- 7:08And plus at our organization, like we want to instill the
- 7:11ownership mentality, not just, you know, this is not just
- 7:14another JOB, this is an opportunity opportunity.
- 7:17And so within that, you know, you've got to have career
- 7:20progression and leadership and development and such.
- 7:23So anyway, I couldn't agree with you more.
- 7:25How do you screen for culture fit during the recruiting and,
- 7:30you know, interviewing and hiring process?
- 7:32Culture starts even just with the interviewing process and
- 7:35there's certain, you know, we have outlined questions that the
- 7:38team that, you know, the hiring managers are, are asking
- 7:42specific questions. I know when we were at
- 7:44Caseworks, we had a team solely dedicated to asking all the
- 7:49cultural questions, to making sure that this person was going
- 7:51to be a good cultural fit. And so we didn't share, we
- 7:54didn't give them hints, you know, before they got to meet
- 7:57with him, like, oh, this person's, you know, competent
- 7:59and they're going to, they would do the role really well.
- 8:02We just allowed them to have their, you know, hour and they
- 8:06would kind of come on three or four of our employees that had
- 8:09been with us for a long time that really exuded our core
- 8:11values kind of interview that person solely looking for the
- 8:16cultural fit. Did you do that at the end of
- 8:19the interview process, after they've already checked all the
- 8:21skill boxes? Or do you do that at the front
- 8:23end or in the middle? It was definitely done up front.
- 8:27Upfront, so you're screening for culture before you're screening
- 8:29for skill fit. Yes.
- 8:31And now it could have been from a timing perspective, if that
- 8:34team, you know, inevitably we had the team that was the hiring
- 8:38manager that was going to be leading this employee.
- 8:41They could have, you know, interviewed them initially, but
- 8:44it happened in tandem so that we didn't get too far into the
- 8:47process finding out that it wasn't a good cultural fit.
- 8:50I did the first round interviews for the 1st 50 hires of our team
- 8:54for all the candidates, which was a nightmare from a
- 8:57scheduling and and perspective of first run interviews.
- 8:59But I was razor focused on making sure we had culture fits
- 9:03for these hires that like when you your team is growing from
- 9:06zero people to John and I are teams over 60 people at this
- 9:10point. If you have a bad culture fit
- 9:12when you have three people, it is horrible at 10 people.
- 9:15At 50, every bad culture fit it is.
- 9:17But the smaller you are, the more exponential the impact is
- 9:20if you get a bad hire and a bad culture fit.
- 9:22So I was razor focused on making sure that every single person we
- 9:24interviewed, I would like, I like this person, I want to work
- 9:27with this person. I think they will fit in in the
- 9:29team and the company culture as a whole.
- 9:31And I think a lot of people don't invest enough time to
- 9:34doing that as leaders in the company and they give that piece
- 9:37to the recruiter or someone else to offload the work to and they
- 9:41just come in for the final interview.
- 9:43I know doing it up front seems like a lot of work, but I think
- 9:46it's a really worth the investment for people to do.
- 9:48I don't do the first rounds anymore.
- 9:49I have great people leaders who I trust to vet all that out.
- 9:52But I do think depending on your size, it is extremely important
- 9:55to get be involved in that process.
- 9:57I'm smiling and kind of laughing.
- 10:00I remember the days that I did all the interviews too.
- 10:04And, you know, you get to a certain employee, we count where
- 10:07you no longer can do that. But you know, turnover is
- 10:11costly. It's costly to the organization,
- 10:14Miss. You know, when you bring people
- 10:15in that aren't good cultural fits, they're toxic.
- 10:19And when you're trying to build an organization, especially a
- 10:21small business like Caseworks was in the beginning, it takes
- 10:23too much time, energy and money to have all the turnover.
- 10:26So it's worth the investment upfront for sure.
- 10:29Also for those listening, some little inside stories for us
- 10:33when we were growing our team, we got to the point about 10
- 10:36people culture or something I really cared about and focus on.
- 10:40I actually gave Susan a call. I have my notes pulled up here
- 10:42August 10th, 2022 and I was like, hey Susan, you have a
- 10:45great culture. Like, can I pick your brain on
- 10:48best practices of how you built it, things you do, initiatives
- 10:51you have and some lessons you've learned?
- 10:53And most of those things we know we took them, we modify them, we
- 10:56make them, made them our own. But I remember like hitting the
- 10:59ground running and implementing a ton of those things, which is
- 11:02like a huge impact on our business and our teams on how we
- 11:05operate. And I am forever grateful.
- 11:07So I just want to say thank you for that.
- 11:09For sure, and I, I bet you probably, and I can talk a lot
- 11:12about culture, but I think one thing people don't appreciate is
- 11:15the amount of work it takes to to get it right.
- 11:17I mean, if you're going to get culture right, it's a lot of
- 11:19work it takes, you know, the constant day in day out thinking
- 11:23about what did it like, what am I trying to build?
- 11:25What's the vision? And then how do I not only bring
- 11:29the right people into the organization, how do I continue
- 11:32to pour into them so that everything that we're doing
- 11:35points to the mission, the vision, the core values, Like I
- 11:39said, all goes back to you're going to get less turnover,
- 11:42higher quality and productivity out of your employees and
- 11:44they're going to love what they do so.
- 11:47One of the things that we implemented after I spoke with
- 11:49you a couple years ago is this tool called 15 five.
- 11:52John, can you kind of talk about like how we use it and like the
- 11:55value brings us as leaders who are aren't like as a remote team
- 11:59who was like not talking to every employee every.
- 12:02Yeah, absolutely. From and by the way, Mark, you
- 12:05never told me that Susan was the one who gave you the idea to use
- 12:0815 five all along. I thought that was your idea,
- 12:10but. Kudos.
- 12:11You know, it was another, it was another tool.
- 12:13It was another tool that she suggested, but we ended up going
- 12:16with 15 five. Got it.
- 12:17Yeah, I I love that application. It is our internal people
- 12:25communication and celebration tool and it serves a number of
- 12:29different purposes. So we track one on ones instead
- 12:32of them just being a one-on-one with an employee where it's on a
- 12:35video call or done in person. We actually create a template
- 12:39and every week or every two weeks, depending on the cadence,
- 12:42the same template gets sent in advance for what we call a check
- 12:46in. And it's just sort of a pulse
- 12:47checking on a scale of one to five, you know, how are things
- 12:50going for you? And then there's certain
- 12:52questions that each department has, they fill out those check
- 12:54insurance and then when the one on ones happen, the check in
- 12:57within the application serves as the basis for the one-on-one.
- 13:01So yes, there's opportunity for free flowing conversation, but
- 13:04it is very much a structured agenda driven conversation and
- 13:08all of those check insurance and one on ones are then in the
- 13:11system. So we go back and want to see
- 13:13like, hey, how is so and so progressed or what were the
- 13:16challenges that they had last quarter or last year?
- 13:18It's all there. My favorite part is the
- 13:21aggregation of that information, specifically that one to five.
- 13:24Mark and I track this like a hawk.
- 13:27So we see the overall vibe of the organization and we can tell
- 13:30when there's a little dip and it dropped from a a 4.8 to a 4.5.
- 13:36And then we have to dig in and see, is that department
- 13:38specific? Is it you always have to do with
- 13:40people working on a certain client or what's going on?
- 13:43But that has allowed us to take the qualitative, turn it
- 13:46quantitative and make it actionable A variety of other
- 13:49ways we use it, you know, celebrating successes and things
- 13:52like that. We integrated into a bunch of
- 13:54other tools that we have. But yeah, I mean, it's it has
- 13:57been a game changer for us in terms of making the culture more
- 14:01visible and the communication about things other than work
- 14:03product a meaningful and deliberate part of our
- 14:07organization. One of the things that I learned
- 14:11from this tool that I found super insightful that I didn't
- 14:15expect is so the check insurance happened.
- 14:17Whatever cadence you decide to have a check in with your
- 14:19manager is whatever. But the opportunity for people
- 14:22to talk about what they did well, to celebrate themselves,
- 14:25but also things that didn't go well that they're not happy
- 14:27about. People, depending on your
- 14:29generation, your personality, are more comfortable writing
- 14:33their complaints in a safe space and giving it to their manager
- 14:36beforehand than actually verbalizing when they're upset
- 14:38about things. So we know a lot of times when
- 14:41people like our team will have a meeting with their boss, don't
- 14:44say anything's wrong, but when they're checking comes in,
- 14:46they'll write us exactly what's wrong, what happened to the
- 14:49scenario. And then their manager gets that
- 14:51is able to read it beforehand and come prepared to have a very
- 14:55useful conversation to solve those issues moving forward.
- 14:57And it helps us alleviate a ton of issues.
- 14:59Or whenever these come up as well, like that manager will
- 15:02send it to the other manager, maybe another department cause
- 15:05an issue or they'll send it directly to John and I to
- 15:07review. So we'll start coming up with a
- 15:09plan to come up with like a solution to this employees
- 15:11problem to make them happy or to resolve this.
- 15:14So we have have next steps or action plan in place when they
- 15:17go into that one-on-one so the employees like issues don't
- 15:20fester and, you know, grow out of control.
- 15:21It's something I didn't expect to be one of the most valuable
- 15:24pieces of it. I thought, you know, for me when
- 15:27I'm upset, you know me, Susan, I just say when I'm upset and when
- 15:29I'm like not happy about. But a lot of people aren't like
- 15:33that and prefer to write their thoughts down, really think it
- 15:35through and and send it off to someone feel more safe doing
- 15:37that. And that's been a huge, huge
- 15:40game changer for us for resolving issues for sure.
- 15:44Yep. And I think that a couple of
- 15:46things that you just mentioned that I wanted to touch on.
- 15:48There's a lot of organizations that don't do consistent one on
- 15:51ones and even the organizations that are doing consistent one on
- 15:54ones. I would say that as business
- 15:56owners, we just kind of have an expectation that, you know, our
- 16:00leaders are conducting effective one on ones.
- 16:03I was reading a book and doing a lot of research on what does
- 16:06that even mean? What does an effective
- 16:07one-on-one mean and how do you have that?
- 16:09Well, what it needs to be consistent.
- 16:10So everyone in the organization needs.
- 16:12I like that you guys said you have a template.
- 16:14So everyone is kind of following a similar approach to what that
- 16:18how to make the best use of that time and that employees are
- 16:21expected to come prepared for that one-on-one.
- 16:24They've had the opportunity to share feedback with their direct
- 16:27manager that the manager is able to see that.
- 16:29The number one thing that I, that I read and researched says
- 16:32that you're having an effective 101 is that the employees are
- 16:35receiving feedback. It doesn't have to be positive
- 16:37feedback, but just that they're receiving feedback like within
- 16:39the last couple of weeks, they feel more connected to the
- 16:42organization. So I think that's great.
- 16:45And a rewarded recognition platform.
- 16:47I mean, that is something we've had in place for since the
- 16:50beginning. Again, going back to if you're
- 16:52an owner, I mean, we just don't have time.
- 16:53Like, you know, there's so many great things that our team
- 16:55members are doing, but as your organization grows, it's hard to
- 16:58give the shout outs and give the recognition and the behavior
- 17:02that gets recognized is going to be repeated, right?
- 17:04So we want to make sure we're recognizing the the things that
- 17:06our our employees are doing, especially when they go beyond,
- 17:10they're exuding our core value values.
- 17:11And so it's so important, I believe, to have a reward and
- 17:15recognition platform. Agreed.
- 17:17I I would say that's like 55 has a that functionality built in.
- 17:21It's tied into our slack too. So whenever someone they're
- 17:23called giving out high fives. So whenever someone does
- 17:26something good to give them a high 5.
- 17:27And it is an ingrained part of our culture.
- 17:29If someone helps you out and you're grateful, you give a high
- 17:325. And like we do it a little less
- 17:34than we used to. We we are very aggressive with
- 17:36it. When we started our management
- 17:38team is expectations of that they should be leading their
- 17:41team from the front and giving recognition to all their team
- 17:43members when they're doing great work.
- 17:45And it's a kind of self fulfilling prophecy of like
- 17:47people give recognition to each other, people are willing to
- 17:49help out. And then we've we've used that
- 17:52as our benefit system, which we can get into of how we do that
- 17:55for culture. Yeah, Mark, you should talk
- 17:59about the the concept that you came up with and how we use the
- 18:02high fives as a reward system. Yeah.
- 18:05So Susan, you once again gave me this idea.
- 18:07And we're like, how do we do something that's like not too
- 18:10gameable, where it's like we want people to give recognition,
- 18:13but we don't want to be like, hey, Susan, nice hair and just
- 18:17like firing all these down to like the game, the system.
- 18:19So every month we, we have an all hands once again, town hall
- 18:24meeting. I got that from Susan to make
- 18:26sure we're all like rowing the oars in the same direction.
- 18:29But we do, we call it the wheel names.
- 18:32But for every high 5 that you give and receive, you get 1
- 18:35token towards the drawing. And then we do a lot live
- 18:39drawings depending for 250 bucks and how many tokens you have is
- 18:43how many times your name, your name is in it.
- 18:44And then at the end of the all hands meeting, we pull up the
- 18:47wheel and we spin it live. And then that's like the bonus
- 18:51program for instead of Ness. So people that helped out a lot
- 18:54as well as gave shout outs a lot have a good bit of tokens or
- 18:58increase their chances of winning.
- 19:00But. It's yeah, I love that.
- 19:02Yeah, for sure we have within our reward and recognition
- 19:05platform, when you give a shout out, you're going to tag one of
- 19:09the core values. And so after, you know, merging
- 19:13the companies together, we've created new core values.
- 19:15But the core values that we, you know, had within Caseworks,
- 19:19within that reward recognition platform, we would tag, you
- 19:22know, you're giving a shout out. Great job for whatever love or
- 19:25bad assitude, whichever one that that was applicable for that
- 19:28shout out. And then so at our town hall
- 19:31meetings, on a quarterly basis, we would run a report to see who
- 19:35was tagged with the most. We have 5 core values, go for
- 19:38love, who was tagged the most over the past quarter for that
- 19:41or five star leadership. And then that person would get
- 19:45a, you know, we call them a culture champion.
- 19:47So they would get back in the day.
- 19:49We had trophies made and, and I'm like driving to the post
- 19:54office and mailing the trophies and casework swag and, and
- 19:58sending it out to them and they loved it.
- 19:59It's so fun to, you know, hop on to a call, a video call today
- 20:03and see someone's trophy sitting like on their desk.
- 20:06So we don't do that. We still do culture champion
- 20:09awards, but it's not, you know, the trophies anymore, but it's
- 20:12other things. But all, all fun things for
- 20:14sure. People love to be recognized and
- 20:16we don't do it enough. And you know, I, I know that
- 20:20just kind of being culture and employee engagement being on the
- 20:23forefront of my mind since the early days.
- 20:26I mean. You know, we, we're, we have
- 20:28been able to track the, the productivity and such based on,
- 20:32you know, recognition. So I think what you're doing is
- 20:35great. So your your core values is, is
- 20:38something I want to I want to talk about next or the old core
- 20:41values, you have the new ones. How do you go about defining
- 20:44those? And you have any recommendations
- 20:46for people? Because you know, some people
- 20:48probably say they do. But I remember when we had our
- 20:51conversation, I was like, oh, we got to create core values.
- 20:53And John and I just stood there and looked at each other and
- 20:55were like, oh, man, this seems daunting to come up with, you
- 20:58know, core values of the organization.
- 21:00So what recommendations you have like going about that process?
- 21:04Yeah, great question. I'm thinking back to when we
- 21:09came up with our core values. What it starts with your mission
- 21:12statement, like what is the purpose of the organization?
- 21:15And so I had read some books by Truitt Cathy early on and the,
- 21:21you know, the founder of Chick-fil-A and he just talked
- 21:25about you got to have a mission and you got to have core values.
- 21:29And, you know, he kind of set plant of the seed for me at
- 21:32least reading these books, the importance of the core values
- 21:36and hiring firing by your core values.
- 21:38And so that kind of started with, OK, what, what's the
- 21:41mission statement? So for case works, it was
- 21:43helping loggers help people. And so we, we define, OK,
- 21:47here's, here's the mission statement.
- 21:49Now what are the behaviors? We expect our employees to exude
- 21:54that and on a daily basis, whether it's in their actions or
- 21:58in their decision making process that is going to help propel us
- 22:02to helping lawyers help people. And so that's how we came up
- 22:05with our core values and their collaboration.
- 22:08And when I talk about our core values and I talk like things
- 22:10like collaboration, it's not just an internal collaboration,
- 22:14but it's collaborating with our law firms and our attorneys and
- 22:19how do we effectively become ingrained into their team and
- 22:22it's also collaborating with the plaintiffs.
- 22:24And so we had collaboration, we had bad assitude of.
- 22:28Course. Can you please explain what that
- 22:30is to the audience? Yeah, that's not to be mistaken
- 22:33for bad attitude that those folks would not make it any.
- 22:36It was badassitude. Just basically you had to be a
- 22:38badass. I mean you had to be not only
- 22:40competent, but you know, show up to work kind of with this
- 22:43internal drive to do well, just an ultimate badass 5 star
- 22:47leadership. That is, we expect everyone to
- 22:50act like leaders and we define what that meant to Caseworks and
- 22:55making decisions, how we talk with one another.
- 23:00And you know, how do we how do we execute on, you know, what
- 23:03we're supposed to be doing on a daily basis?
- 23:06Love And that often times I would share with people that
- 23:09doesn't mean like, Oh, I just I love case works and and I and I
- 23:12love you and we just love everything.
- 23:14I mean, sometimes that's tough love and you got to have a lot
- 23:16of tough love conversations with employees for sure.
- 23:19But as long as we're doing it with respect, then, you know, we
- 23:21feel like that we're exuding the core values and then own it.
- 23:25And this was, this is something that was really important to me.
- 23:27Often times working with different partners and different
- 23:31groups, you know, they always want to punt the ball back over
- 23:33to let's say for Caseworks or whoever it is.
- 23:36And we would always explain that we own the problem and so we
- 23:41need to see it through. So.
- 23:42So those were our core values. It's interesting.
- 23:45Those core values could just basically be the description of
- 23:48Susan Barfield, like you, you are leading and exuding them
- 23:52from the front. What what do you do if someone
- 23:54doesn't fit that mold or doesn't fit part of that mold?
- 23:58I mean, we know what happens if they don't fit any of the mold.
- 24:00But out of those, let's say they fit three, what do you do with
- 24:05someone? Do you coach them up to exude
- 24:08all of them or is it like an all or nothing thing?
- 24:11Yeah, goes by to the one on ones.
- 24:12So during the one on ones, we are talking with employees about
- 24:19how do they measure against the core values.
- 24:21And so if they've had some instances where maybe they
- 24:25didn't exude love or they passed the buck and they, you know,
- 24:28should have taken care of a task themselves versus, you know, get
- 24:31someone else involved. And then their leader needs to
- 24:34be talking to them about that and, you know, just giving them
- 24:38examples and what the expectations are and then a
- 24:41timeline by which, you know, we would expect to see
- 24:44improvements. I mean, I, the one-on-one should
- 24:46be leading up, you know, whether you're doing them on a weekly,
- 24:49bi weekly, monthly basis. We would share with our leaders
- 24:52that at the time of, I don't like to call it like annual
- 24:55performance because everyone gets nervous about that.
- 24:57But at the point in the year where we're having conversations
- 25:01around merit increases or whatever the case may be, it
- 25:04should never be a surprise. You've had all these
- 25:07conversations leading up to that point, and there should just be
- 25:10no surprise about someone's performance.
- 25:13It's one of the things I want to call it too, is, is something I
- 25:16line with as well is when I'm listening to speak is you don't
- 25:19call anyone a manager. They're leaders.
- 25:22Like I've learned this from you and from other leaders as well.
- 25:24Like we don't have any managers of your company.
- 25:25We have people leaders. So like just because someone
- 25:28should get promoted or get a praise, like if they are not
- 25:31going to be the best people leader for that organization,
- 25:33they should not be in that role. And like, that's the biggest
- 25:35difference I've seen of like companies with good culture
- 25:38versus bad culture is like bad cultures usually have a lot of
- 25:41managers or they're in the role managing people just to make
- 25:43sure the work gets done. Whereas like good cultures have
- 25:46people leaders that are leading their team from the front and
- 25:48everyone's aligned with that leader going in the same
- 25:51direction. Yeah, you.
- 25:53Have a lot of cultural ambassadors for sure.
- 25:55I have also seen I want your opinion on something related to
- 25:58this. I have seen companies come up
- 26:00with, you know, core values before and then they talk about
- 26:04them and then I meet the leaders at that company that do not have
- 26:07the same core values. The alignment is missing.
- 26:10How do you people say they have core values, but like, how do
- 26:13you actually make sure they happen?
- 26:14Once again, John's comment is pretty spot on.
- 26:16When you're defining your core values, you're just kind of like
- 26:18defined yourself and you're like, hey, this is what the
- 26:20company's going to be like. So there's a great strategy, but
- 26:22how do you make sure that the core values of the company are
- 26:25actually the core values of the company?
- 26:27Because just because, for example, you you came up with
- 26:29them doesn't mean that everyone in the company might be
- 26:31following along with that or or sees it as the same as you
- 26:34there. There could be a misalignment of
- 26:36vision. For sure, once you define the
- 26:39core values it, it needs to be ingrained in everything that you
- 26:43do within the organization. Meaning, OK, we've got a core
- 26:46values, we hashtag and attach that to the shout outs that
- 26:51we're giving all the initiatives.
- 26:52Let's say you know, as I mentioned, one of ours was
- 26:54collaboration. So we have monthly collaboration
- 26:57classes, the town hall meetings, we quarterly basis, we always
- 27:01highlight one of the core values.
- 27:03You guys know this, we came up. So we've got our logo, which is
- 27:06great like for the company, but we also came up with like what I
- 27:09call a patch value, like an emblem that signifies and it's
- 27:13an imagery representing the core values.
- 27:16And I came up with this because when we back, way back in the
- 27:19day and when we came up with the core values for Caseworks, one
- 27:22day I just happened to, I don't know why I even thought to do
- 27:24this. I asked one of our medical
- 27:25reviewers, I said, Hey, name the five core values.
- 27:28And she kind of stumbled through them and she was like our
- 27:31longest and your employee and I'm like, you don't know our
- 27:34core values. And she know she got to one or
- 27:36two and she's like, shoot, I don't know them.
- 27:38And I said, OK, well, we, we got to do better than this.
- 27:40Although you exude the core values, you got to be able to
- 27:43like name them and rattle them off because you got to live
- 27:46them. They got to be part of who you
- 27:47are and the decisions that you're making.
- 27:49So we created this patch value and it helps to kind of in your
- 27:52mind kind of think about it. And so of course people got
- 27:55stickers and, you know, we go to great lengths that we, and like
- 27:59I said, we kind of talk about a core values often and throughout
- 28:03the initiatives. And, and it's also in our
- 28:05internal messaging. And when I say internal
- 28:08messaging it, we do a monthly newsletter and we're
- 28:11highlighting people and it's, you know, we're celebrating one
- 28:14another and we talk about, we highlight a core value there
- 28:17too. So it's, it's kind of ingrained
- 28:19in everything that we do. We what we didn't want to be is
- 28:21a company that said we had core values and they're kind of like
- 28:24a plaque on the wall. But like you said, leadership
- 28:27doesn't lead by example. So yeah, I mean, I think it's, I
- 28:32guess as an employee, that would probably be, if I was going to
- 28:35look for a role somewhere, that would be one of the first things
- 28:38I'm asking about is tell me about your culture.
- 28:40Tell me about your core values. I mean, the core values really
- 28:43help to understand and define what the culture is.
- 28:46And if you, if your leaders can explain what the culture and
- 28:49core values are, then you know that's that's a great thing.
- 28:52That reminds me of when I'm doing all the screening for new
- 28:55hires, the first thing I would do is explain our core values of
- 28:59what we care about most about the company and like to make
- 29:02sure they're aligned. And for example, I'd be like,
- 29:04hey, part of the core company culture here is we all work very
- 29:07hard. And I've had people like, after
- 29:09a good first interview be like, hey, I don't think this is a fit
- 29:11for me. I'm not really looking for that
- 29:13at this point in my career. Sure.
- 29:16Yep. Thanks for telling us upfront.
- 29:19Much appreciated. Yeah.
- 29:22So these are all great things and like I think people would
- 29:25want to implement them. I think it's becoming harder and
- 29:28harder to do in today's disjointed office environment
- 29:31with everyone remote. So like what tips do you guys
- 29:34have to roll this out to employees as a more and more
- 29:38remote workforce and more diverse workforce with huge
- 29:43different age groups coming into the workplace at any time due to
- 29:45people being remote all over the country and just personalities
- 29:48wise? Let me make sure I understand
- 29:50the question. So you're asking like how do we
- 29:52roll out initiatives or activities and events and a
- 29:55fully remote company? Yes, that's a great way to ask
- 29:59my question. Hey Susan, how do you roll this
- 30:01out at a fully remote company? Yeah, You know, Case works has
- 30:06always been a a fully remote company and now that we're part
- 30:10of the larger organization, Angie and Group, there's a
- 30:13hybrid, I mean that there's a, you know, Philadelphia based
- 30:16office where people go into into the office.
- 30:19And so that's the part that you're missing, right.
- 30:21When it when you're a remote company, you don't get get to
- 30:25kind of chitchat, walk by someone's cubicle or get to find
- 30:28out how their weekend went, what's going on with their kids.
- 30:31And so I would say early on, someone can connected me to a
- 30:35gentleman by the name of Max Spiegel and he founded a company
- 30:39called Student Loan Hero and had just recently as a young guy had
- 30:44recently been acquired and someone thought, Susan, you
- 30:47know, you're all about culture and you're a remote company, you
- 30:49should visit with him. And one of the things he said
- 30:52was you've got to be very intentional and you can't really
- 30:55over invest in your people and culture.
- 30:58And you've got to have someone that's really dedicated on a
- 31:01daily basis to be talking to your employees, knowing what
- 31:04they want, how do you support them?
- 31:05And so I took that and started coming up with looking at the
- 31:09feedback we were receiving an employee engagement surveys.
- 31:12We held like 8 different focus groups.
- 31:14So we invited, I don't remember the number of employees we had
- 31:17at the time, but it was, let's say 80 people.
- 31:20So we had eight different sessions for one hour where 10
- 31:25employees. We didn't want any more than 10
- 31:26in one group came on and we had asked them some questions
- 31:29before. It's like, you know how, you
- 31:31know, if you were to look at our culture today and the way we're
- 31:34supporting you, is there anything we could be doing
- 31:36better? Have you heard of other
- 31:38initiatives of other companies that you think are cool that
- 31:40would, you know, be really supportive?
- 31:42And so we spent an hour with each group of employees and got
- 31:46really great candid feedback. There's nothing better.
- 31:49And to show your people that their voice really matters, they
- 31:52tell you and they share feedback and then you go implement it.
- 31:55And so people got really excited because they would see we not
- 31:58only did the employee engagement surveys, we looked at the
- 32:01feedback, We then would show that at the town hall meeting,
- 32:04like here's here are the results.
- 32:05We were transparent. People loved transparency.
- 32:08And then based on your feedback, here are some things are going
- 32:11to be changing and here's some new initiatives.
- 32:13And so that got people excited like this is a forum and a
- 32:15platform. I can anonymously give the
- 32:17feedback, executive team is listening and they're making the
- 32:20changes. And so we came up with your the
- 32:23initiatives that we feel is going to be best to support our
- 32:27team. And then we just started rolling
- 32:29those out. And it's not like I've shared,
- 32:31you know, I've had people come to me and say, hey, what have
- 32:33you? How have you been able to
- 32:35accomplish such great employee engagement at Caseworks?
- 32:37And when I tell them all the things we do, they're like, Oh
- 32:39my gosh, like, OK, just help me get started with the newsletter.
- 32:42Like that's, you know, that's a task in another so or just help
- 32:46me get a town hall agenda and what do you do?
- 32:48And so I think it's like just start out slowly, come up with a
- 32:51few initiatives, start rolling them out and then start testing
- 32:54and getting feedback, having your leaders reach out to their
- 32:57team and, and get a pulse of like, Hey, did you like that?
- 32:59Did you not? If we're going to do another
- 33:01town hall meeting, what, what else would you like to talk
- 33:03about? And I think that that is where
- 33:05you see a lot of excitement and momentum.
- 33:06Yeah, I would say for people that are overwhelmed about
- 33:09getting started, there's two easy ways to do it.
- 33:11Call someone that you know at a company that has great culture
- 33:14and ask what they do like a people.
- 33:16That's what I did with Susan. I was like, why am I try to, you
- 33:19know, recreate the wheel here? And then two, just ask your
- 33:23employees. You have some great people to
- 33:24work for you. Ask them for recommendations,
- 33:26feedback, and a lot of the some of the best ideas we get are
- 33:29just from our team. We do a survey every year.
- 33:31It has two questions on it. What are we doing?
- 33:34That's great that we should keep doing.
- 33:35Those answers are usually pretty fluffy, like I get 0 value out
- 33:38of that. But the second question is it
- 33:41gets wild. I say what is something dumb
- 33:43that we're doing today that we should stop doing?
- 33:46And then the people are like ready to go.
- 33:48They've like been warmed up. I give like their positive
- 33:50feedback and they feel comfortable in a safe space just
- 33:53like ripping us apart on dumb stuff we're doing.
- 33:55And we get some good stuff every year.
- 33:57Like why are we doing this? This makes no sense.
- 34:00Like, and then we take all those ideas and then we go to that
- 34:03person who had that feedback. Sometimes it's a trend get their
- 34:06input on like how we should fix it.
- 34:08And usually their, their input is how we solve the problem and
- 34:12it goes pretty quickly. And they're pretty fulfilled
- 34:13with that. But kind of telling, asking our
- 34:15employees what we're doing wrong is usually a great way for them
- 34:18to tell us what we should be doing.
- 34:20For sure, I mean, I would say those are the two best ways
- 34:23employees are are not going to hold back.
- 34:25I'm telling you what you're not doing well.
- 34:27And if you think about it from AI want to have an opportunity
- 34:30to talk to you about what I've been able to to do an engine
- 34:33group and I created like a Culture Club and we've got like
- 34:3615% of the organization that's part of the Culture Club.
- 34:38But before I dive into that, yes, call people that have great
- 34:43culture in an organization and listen to them and implement
- 34:46their ideas. Like of course, I'm always
- 34:48willing to share. I got a lot of great ideas from
- 34:50Zappos. I don't know if you guys have,
- 34:52you know, I am like a huge believer in Tony Hsieh and what
- 34:57he was able to accomplish at Zappos.
- 35:00And I wouldn't say I stole some of their ideas, but I did talk
- 35:03to their head of culture that was there for many, many, many
- 35:06years. And she said here are the things
- 35:08that really propelled us quickly and move the needle with
- 35:12employee engagement. And hey, we're doing them and
- 35:15they are working. And so that's great.
- 35:16And yeah, I think the employees are going to give you a lot of
- 35:20feedback. And as a business owner, if I'm
- 35:21setting aside X amount of dollars into a pot of money that
- 35:26I'm going to go deploy and hope that it's going to move the
- 35:29needle on employee engagement, then I want to make sure I hit
- 35:31the hit, you know, hit the bullseye with that.
- 35:33And there's no better person than your people to tell you,
- 35:37you know, is that going to move the needle or not?
- 35:40Also recommendation, I would say John and I, I wouldn't say for
- 35:43defining core values, but if you know us, this is very much on
- 35:46brand for us. We sat down and we just did all
- 35:50the things we hate about all the culture, our past jobs and
- 35:53companies and made a list. And then we're all right, let's
- 35:55just do the opposite of that. And then that was like our core
- 35:58aligning values of the to what we work towards.
- 36:01Try to make it very simple. We try to come up like fluffy
- 36:04stuff is not our, our, our Forte, but we're like, let's
- 36:06just write out all the things we hate about past jobs.
- 36:09And the list got pretty long pretty quick.
- 36:10I'm like, all right, here's the things we really care about.
- 36:12Let's just figure out to do the opposite.
- 36:15You direct be transparent, but don't be an an asshole at the
- 36:19top of the list. Yeah, exactly.
- 36:21Then you're doing better than most organizations. 100% agree
- 36:24with you on the transparency part.
- 36:26Mark and I practice radical transparency, sometimes to a
- 36:30fault. We feel like it's really
- 36:31important for people to know about what's going on and why
- 36:35we're doing the things that we're doing.
- 36:37Even if you don't have 100% of the information yet, as long as
- 36:40it's something that's not privileged, Being able to share
- 36:42with the team that like this is something that we're like 90% of
- 36:45the way there towards implementing or this is
- 36:48something that we believe is coming down the pipe.
- 36:50And this is how long just so they're not smacked in the face
- 36:53and blindsided by some large initiative or a, a big client or
- 36:58a big shift in strategy. We have those conversations a
- 37:01lot and they're not the most comfortable conversations to
- 37:03have because as a leader, you're sort of trained by default to
- 37:06have all the answers. And by us communicating things
- 37:10where we just by default don't have those answers, it opens up
- 37:13the conversation. And maybe the employees help us
- 37:16get all the way to that point where we have kind of the full
- 37:19solution in place. But at least at the very least,
- 37:22it's something that they know is coming and it doesn't just come
- 37:24and hit them at a left field. And that's so important to make
- 37:27sure that your staff doesn't feel like they're not a part of
- 37:29the formula because they are that's.
- 37:31Right. Yeah, they've got to have buy
- 37:33in. They've got to trust you.
- 37:34And I would say that's probably, if I think back over the last 10
- 37:38years, that would probably be one of my biggest.
- 37:42I wouldn't say mistakes, but I wish I would have done that
- 37:45early on. So you said, you know, kind of
- 37:47as a business owner, you're trained, I think as a parent
- 37:49too, you're kind of trained to shield, you know, shield your
- 37:52kids from like stress and problems.
- 37:56And so that bleeds over. If you care about your
- 37:58employees, you don't want them to have to shoulder or be
- 38:01concerned. I mean, as a business owner,
- 38:03there's a lot of sleepless nights.
- 38:04I mean, there's a there, there, there are problems and there are
- 38:07issues with running a business, growing a business.
- 38:11Heck, just think back to COVID. I mean, it, it was rough.
- 38:13And it was shortly after that I was reading a book and we were
- 38:18doing some leadership and development courses and they
- 38:21talked about just how powerful transparency can be.
- 38:24Like you said, John, you don't have to tell them.
- 38:26You might not know everything, but if you just give them a
- 38:29little bit of behind the scenes of what's happening and the why
- 38:33behind some of the decisions, I mean, they're going to be body
- 38:35and they're going to be on board.
- 38:37They're those leaders are going to take that information.
- 38:39And if your leaders absorb the information and they understand,
- 38:43then they can go disseminate and they are great ambassadors for
- 38:47the decisions that you're making as an organization, even if
- 38:49they're like decisions that let's say, you know, like during
- 38:53COVID, I mean, we had to downsize, we had to do some
- 38:55furloughs. And I mean, we're, we're letting
- 38:57go or furloughing people that are like, feel like family to
- 39:01us. But those are just hard
- 39:02decisions. But if you kind of open up and,
- 39:05and like you said, as long as it's not confidential and there
- 39:08is a point of which being too open, your, your team is going
- 39:11to trust you and they're going to stand right by you through
- 39:13all those decisions. So that was, I wish I would have
- 39:15done that earlier on. Yeah, how how do you go about
- 39:19communicating when employees have to leave an organization
- 39:23because of culture fit, someone who looks like a great
- 39:26performer, but yet you have to part ways with them because they
- 39:30don't fit. How do you communicate that to
- 39:32the rest of the team? In the past, the team would be
- 39:34communicating that to me prior to me having to communicate that
- 39:37out like the like, hey, this person while they are meeting
- 39:40objectives and they're executing with excellence, you know, here
- 39:46ongoing examples. And of course, you know, it's
- 39:48not like one decision and one thing you're managing someone
- 39:51out of the organization. I mean, there's lots of
- 39:53conversations and lots of discussions around, again,
- 39:57giving examples to employees of like, here's an example of not
- 40:00exiting the core value and here's kind of the expectation
- 40:03and then a time period by which we're expecting to see some turn
- 40:05around. And so it's really, again, going
- 40:08back to what I said earlier about one on ones, it just
- 40:10really shouldn't be a surprise to the employee either.
- 40:12You have enough chances and enough discussions, you
- 40:15understand that it's probably not going to turn around.
- 40:18And by that time, you know the organization, I mean, other
- 40:21people have already seen it and you owe it to your team, right?
- 40:25That person's toxic. And it becomes a distraction and
- 40:29they are a detractor and you got objectives that you're trying to
- 40:33meet in timelines. And, you know, we just don't
- 40:35have time. Too many talented people out
- 40:37there. Yep, we on the side of
- 40:40transparency, we have decided that whenever someone is
- 40:44terminated, we with being respectful to the person that's
- 40:48leaving, but give like a clear explanation of This is why we
- 40:51made the decision. This is why they're leaving and
- 40:54they're they're gone. We either say it on all hands of
- 40:56people go or directly to the company.
- 40:58So people are crystal clear on what happened on that situation.
- 41:02We try not to, you know, talk negatively about anyone who's
- 41:04leaving, but we explained very clearly why it was no longer a
- 41:07fit of the company and why they we've asked them to move on.
- 41:09I think people appreciate that. Yeah.
- 41:11And I, and I would say too, like you guys know, like I, I care
- 41:14deeply for our employees and about them and just everything
- 41:18that's, you know, their kids and all the things.
- 41:20And so when someone leaves it, it's, it's rare that it's
- 41:26contentious. It's usually, you know, you come
- 41:29to a mutual agreement. And I've even said, like, what,
- 41:32what is it that you want to do? Or are there any other roles?
- 41:35I mean, written letters of recommendation, like help them
- 41:40get to a new role? Because at the end of the day, I
- 41:42mean, you just that's the way we should be treating them.
- 41:44Our employees, they they devoted the time.
- 41:46It was a unfortunate hire and we probably didn't do our
- 41:50diligence. And you know, had we done maybe
- 41:52a little bit better upfront interviewing process, maybe we
- 41:56would have spotted this. But never the case.
- 41:57You know, you know, help them. Help them get to their next
- 42:00landing spot. That has been my explanation on
- 42:03many of the people who have been terminated is I made a bad hire.
- 42:08That one's on me. Yep, that's right.
- 42:11Exactly. So you mentioned the things
- 42:13you're doing at AG and group. Can you talk about this?
- 42:16Yeah, happy to as I, you know, thought about how I could add
- 42:20the most value as we were, you know, combining these
- 42:24organizations. I said there's probably no one
- 42:27that's going to love our people more than me.
- 42:30And I love culture and employee engagement and would love to be
- 42:35able to set the vision and, and help to align the organizations
- 42:39as we were coming together because it's, it's, I was
- 42:41reading some stats actually last last week putting a presentation
- 42:43together. So today the US sits at about a
- 42:46national attrition rate of 17% and thinking about kind of the
- 42:51culture initiatives and like, OK, we're measuring it.
- 42:53What should we have expected? So that's kind of the national
- 42:57attrition rate. But then when you add merger and
- 43:00acquisition, most in a lot of companies can anticipate upwards
- 43:05of 30% attrition rate during the first year of a merger and
- 43:08acquisition. That's a lot.
- 43:11And so my goal was to come in and set a strategy that's
- 43:15supporting the vision, the business objectives and and roll
- 43:18out different initiatives. And so I've been doing that and
- 43:21then, but we had employees for different organizations for
- 43:24remote. So how do we get these employees
- 43:26to collaborate and fill as part of a, a large organization and
- 43:31such. And so I decided that there's a
- 43:33lot of this is a large body of work starting kind of back over
- 43:37and, and trying to roll out initiatives.
- 43:39And I thought no better way to get buy in from our employees
- 43:43than to open up like what I called the Angie and group
- 43:46Culture Club. And so I was excited and
- 43:49surprised to get, you know, nearly 15% people raising their
- 43:53hands, saying that they wanted to be part of the club.
- 43:55And I was like, that's a lot of people, so how are we going to
- 43:58do this? And so I kind of divided the
- 44:02group into mini culture clubs. And those mini culture clubs are
- 44:05focused on one initiative. And I'll tell you, we've got a
- 44:08lot of smart, talented, creative people, far, far better ideas
- 44:14than what I was coming up with. So this is exciting because of
- 44:17course I've still overseeing each club, but they are getting
- 44:20to feel like they're owning that piece of the culture.
- 44:24And so if you think about 15% of an organization, they go out and
- 44:27they possibly impact another one or two employees, you got a lot
- 44:30of movement pretty quickly. And like I said, some some
- 44:33really great ideas that are that are coming our way.
- 44:36And so and we're just saying a lot of excitement and they feel
- 44:40like each one of the mini clubs has a lead and a Co lead.
- 44:43Every great idea can't be implemented, of course, but
- 44:46we're I'm also teaching them the concept that we're coming up
- 44:50with ideas and we're going to invest resources to executing
- 44:54all these ideas. We've got to track everything
- 44:56that we do and we've got to have a return on investment.
- 44:59And so I've started tracking like every event that we do,
- 45:02even sending out newsletters. And so we are seeing just a
- 45:05great movement in a positive direction with employee
- 45:09engagement. But also our attrition rate is
- 45:11like low single digit. Like it's pretty impressive that
- 45:15we went through a merger and acquisition and our attrition
- 45:17rate got better. It was already way lower than
- 45:19the national attrition rate, but now we're like single, low
- 45:22single digit. And so I think it's a testament
- 45:24to not only the things that we're doing, the excitement
- 45:27around the Culture Club and we've got that that large body
- 45:30of, of the organization excited about employee engagement and
- 45:35they're helping to drive the participation because they're
- 45:36like they're putting in all this time and work and they're like,
- 45:38this is a lot of work. I didn't think like putting on
- 45:40the collaboration class was this hard.
- 45:42So they're getting people to show up.
- 45:43And then of course, when people show up and they participate,
- 45:46they see the value of what we're trying to do.
- 45:48So we're still doing a lot of the things that we've done in
- 45:50the past, but of course with a different player.
- 45:53Of course we're still doing the quarterly town hall meetings and
- 45:56we're doing virtual events like in November, we're having a
- 45:59South African Fari tour, a lady in South Africa is going to do a
- 46:03tour and it's really cool. And of course, holiday party
- 46:06we're doing think about like. A holiday party remote.
- 46:09It's going to be remote and you think about America's Got
- 46:11Talent, this is Angie and Got Talent.
- 46:13And so we're going to do talent and awards and then we'll have
- 46:17other virtual, you know, after, after the talent show, people
- 46:20can get into virtual rooms. I think the monthly
- 46:23collaboration classes, when you have these organizations come
- 46:26together, you've got mass torts, you got class action, you have
- 46:29bankruptcy. So mass torts have been doing
- 46:31that for 10 years. Like what exactly does what does
- 46:33it mean for claims administration?
- 46:35And so we're we're having people from different organizations
- 46:38give a presentation on like what does their business unit do and
- 46:41the services that we're providing.
- 46:44And so I think that's great leadership and development
- 46:46courses and of course, merging for board of recognition
- 46:48platform. So we got a lot of things
- 46:50happening that just take a lot of people.
- 46:53So I'm. About to steal that, John.
- 46:54I'm going to have our team give a presentation of what they do
- 46:58in the day-to-day to another team they work with.
- 47:00There you go. I think like here we are three
- 47:03years later, right? We've got another list of ideas
- 47:05that Susan has now tested and implemented over the last three
- 47:07years that we can talk about. I personally am going to argue
- 47:11with something. I am not a big believer in
- 47:15virtual events for employees because I believe it's extremely
- 47:18difficult for people to have natural conversation and large
- 47:22groups virtually, which is my big rub with it.
- 47:25But it's better than nothing. So that's my biggest qualm with
- 47:27that is I've been forced to go to those but in the past, so I
- 47:30have like a, a knee jerk reaction that I don't like them
- 47:33where I'm like stuck listening to like two people control the
- 47:35conversation because remotely you can't like have not like a
- 47:39bar where you can have like 6 people yelling at each other,
- 47:41but all different conversations once you're in a car.
- 47:44Those ones, I struggle with that.
- 47:46We believe as a remote team, we believe that it's important for
- 47:51everyone to get together at least once a year to meet.
- 47:53It's like a huge investment and it's like a ton of money.
- 47:56But like just having everyone meet people that they work with
- 48:00in person helps resolve a ton of personal issues moving forward
- 48:03that anyone might have. And like, have them actually
- 48:06talk about what they do and figure stuff out and build
- 48:09relationships that last a long time just from being able to
- 48:11meet someone in person, which doesn't happen as much anymore.
- 48:15We have a ton of staff who, when they started, had never met
- 48:18anyone they'd ever worked with their entire career.
- 48:21For sure. Yeah, No, I 100%.
- 48:25I mean, there's nothing like getting eyeball to eyeball or
- 48:27breaking bread with someone that, you know, maybe you
- 48:30weren't. It's easy to kind of have
- 48:32personality conflicts over, you know, teens or whatever.
- 48:39That's right, for sure. I mean, what you can do at a
- 48:41smaller company like, you know, when we were fifty 60-70 people
- 48:45is different than what we can do at 3 / 300 people.
- 48:48It's just, it's just tough. And you know, employees spread
- 48:52across all 50 states. So that's a little, that's the
- 48:54only challenging but but we're going to make it work.
- 48:57We, Mark and I travel a ton, right?
- 49:00We're all over the country all the time, whether it's for
- 49:02conferences or to meet with some of our clients.
- 49:04We make a deliberate effort that when we go into markets where we
- 49:06have employees who are within an hour or two driving distance,
- 49:10will just come a day early and like do a dinner and like anyone
- 49:13who's in the area, you know, 5/10/15 people, maybe it's one
- 49:16person, but we try as much as possible to have that FaceTime
- 49:20when we're already in a place and someone else already lives
- 49:22there. For sure the other virtual event
- 49:24we're doing that I'm excited about.
- 49:25I don't know how I came up with this idea, but.
- 49:27I like the Safari thing actually.
- 49:29Yeah, it's so cool. And I'll send you the
- 49:31information so you can look it up.
- 49:32The lady's amazing and yeah, I know the event will be a lot of
- 49:36fun and it's something different.
- 49:37You know, we've done over the last 10 years, we've we've done
- 49:40all the all the virtual events. And so this was something fun.
- 49:43Something else I I think is important as leaders and for
- 49:47your organization to see is that we're doing some type of
- 49:50philanthropic work. And so we're going to do an
- 49:52auction in May, like with the live, like it's going to be a
- 49:56virtual auction, but with a live auctioneer, you know, that's
- 49:58like 5 dollars, 550. I don't.
- 50:00I can't. Do nothing.
- 50:02You're doing good. Yeah.
- 50:04And people, but, you know, we're going to raise money and lots of
- 50:07cool items and people are going to donate.
- 50:10And I've already been talking to people.
- 50:11And so all the money that we're going to raise, the employees
- 50:13are going to kind of determine, you know, free organizations
- 50:16that they would like for us to donate to.
- 50:18And we'll we'll split it and donate to those organizations.
- 50:20So I think it'll be, it'll be fun coming together.
- 50:22It'll be a fun event. And yeah, been able to give
- 50:25money back to organizations that are, you know, mean something to
- 50:28our employees. I like that.
- 50:30Yeah, it's awesome. The the value that you can add
- 50:35to law firm specifically, which are the majority of of the
- 50:38people who are watching this, though I do think that your
- 50:41concepts are very far reaching and you've adopted some things
- 50:44from other industries. Incredible value.
- 50:46I hope that those of you watching today were able to take
- 50:50at least one thing away, but I I'm pretty sure you probably got
- 50:52pages of notes and potential items that you can implement at
- 50:55your law firm or within your organization.
- 50:57Susan could not be more thankful for you taking the time out of
- 51:01your day to join us. Always love speaking with you.
- 51:05I hope the family is doing really well and we look forward
- 51:09to seeing you again soon in person.
- 51:11Yeah, that would be fantastic. I'm excited.
- 51:14I'm grateful that you guys thought of being to come on and
- 51:17talk about something I'm obviously very passionate about.
- 51:20So thank you both. Thank you, Susan.