Latest / Business Roundtable / You Don’t Have a People Problem — You Have a System Problem | Joel Schwan
Transcript
- 0:13Speaker 1: All right, Well, you don't have a people problem, you
- 0:17Speaker 1: have a system problem that's showing up as a people problem.
- 0:21Speaker 1: That's what we're going to get in today and unpacked
- 0:23Speaker 1: with guest Joel Schwan, founder of schwan Stratify, who's really
- 0:27Speaker 1: helping business leaders fix their work force chaos and really
- 0:32Speaker 1: one practical process at a time. I'm your host, David
- 0:35Speaker 1: Carr of Steward Your Business. I'm really glad to have
- 0:38Speaker 1: you here at the Business Roundtable podcast. We've got a
- 0:42Speaker 1: great topic we're going to dive into today. I help
- 0:45Speaker 1: align people, processes and purposes purpose so that we are
- 0:49Speaker 1: actually bringing clarity and confidence and really creating that consistency organization.
- 0:53Speaker 1: And that's why I want to have Joel on here
- 0:55Speaker 1: today because of what he does in workforce strategy, helping
- 1:00Speaker 1: you with both at the enterprise level UH and entrepreneurial world.
- 1:06Speaker 1: Working from you you've worked with Joel, I know with
- 1:09Speaker 1: Microsoft and Uber and Google, these big companies that really
- 1:13Speaker 1: help them streamline and and hi they're hiring, onboarding and
- 1:17Speaker 1: retaining their top talent. So I just I want to
- 1:19Speaker 1: say thank you for being here Joel and sharing your
- 1:21Speaker 1: wisdom with our listeners today.
- 1:24Speaker 2: And David, thanks for having me here too.
- 1:26Speaker 1: Yes, definitely. Well your journey, your journey really resonates. I
- 1:31Speaker 1: feel like with a lot of our listeners, Joel, that
- 1:33Speaker 1: they've experienced a shift, you know, that they're they're will
- 1:37Speaker 1: they're shifting from reacting to being intentional. And that's what
- 1:40Speaker 1: we want to help you have on the on the
- 1:42Speaker 1: podcast today, just help them continue that journey of being
- 1:45Speaker 1: more intentional. How they're showing up, how they're running their companies,
- 1:48Speaker 1: how they're they're they're managing their people the most important.
- 1:51Speaker 1: So that's that's my company, steward your business, stewarding your people.
- 1:56Speaker 1: So you have, you know, worked with fortune level environments
- 1:59Speaker 1: and now you're riding growing businesses. I want to ask you,
- 2:03Speaker 1: what was the moment you realized you need to launch
- 2:05Speaker 1: schwan Stratify and start to lead differently yourself. Talk a
- 2:09Speaker 1: little bit about it, Give a little about your journey
- 2:11Speaker 1: as an entrepreneur and founder.
- 2:14Speaker 2: Yeah, so I started schwan Stratifier back in twenty twenty three,
- 2:19Speaker 2: right after I had I was laid off myself and
- 2:23Speaker 2: I had spent over fifteen years managing teams in retail
- 2:29Speaker 2: and then ten years additional working in workforce operations, as
- 2:32Speaker 2: HR recruiting and as a continuent workforce consultant, and I
- 2:38Speaker 2: kept seeing like the same I was reflecting a lot,
- 2:41Speaker 2: you know, after you get laid off, as one tends
- 2:43Speaker 2: to do, and I used to see it like a
- 2:46Speaker 2: lot of the same patterns everywhere. It's like, you know,
- 2:48Speaker 2: companies would spend like months hiring someone great and then
- 2:52Speaker 2: lose them in like the first ninety days because the
- 2:56Speaker 2: onboarding or communication process was kind of broken. And so
- 3:00Speaker 2: that was kind of a turning point for me where
- 3:02Speaker 2: you know, I was realizing it wasn't the people that
- 3:04Speaker 2: were failing, but it was the process. I think a
- 3:08Speaker 2: lot of people now right their job searching or understanding
- 3:12Speaker 2: that that process might not be as great as we
- 3:14Speaker 2: all thought it was, or maybe more broken than we
- 3:18Speaker 2: thought it was, I guess. But most like small medium
- 3:22Speaker 2: sized businesses like don't need more people. They what they
- 3:27Speaker 2: really need is like a better understanding or a better
- 3:31Speaker 2: word clarity. I guess once I started helping owners fix that,
- 3:36Speaker 2: you know, that results helping them fix the process, the
- 3:40Speaker 2: results kind of came. So I think that's something that
- 3:43Speaker 2: a lot of companies kind of need to kind of
- 3:47Speaker 2: look at nowadays is like they're they definitely need to
- 3:50Speaker 2: look at the process a bit more, but not just
- 3:53Speaker 2: in regards of like adding more AI on the things,
- 3:56Speaker 2: which I can touch on that later too, but also
- 4:01Speaker 2: like you're you're growing, you're growing, and you need your
- 4:05Speaker 2: workforce to be there with you, and we shouldn't be
- 4:07Speaker 2: looking at things as the automation is a means to
- 4:10Speaker 2: like replace the workers, but how to enhance them. Yes,
- 4:14Speaker 2: that's where my friend really goes into, is like how
- 4:17Speaker 2: do you enhance your workers as you scale with your business?
- 4:20Speaker 1: Yeah? Absolutely no, you are not in the same wavelength
- 4:23Speaker 1: on that. We've talked about that on previous episodes. Actually, uh,
- 4:26Speaker 1: if you guys miss them, we have a couple of
- 4:27Speaker 1: different conversations on that specifically in different aspects. But I think,
- 4:32Speaker 1: you know, I I love that you're bringing this up.
- 4:35Speaker 1: How do we do this? And I think sometimes people
- 4:37Speaker 1: are doing things out of like survival and not strategy,
- 4:41Speaker 1: And what I hear you saying is, let's look at
- 4:43Speaker 1: this strategically. How do we do this and not just
- 4:46Speaker 1: kind of just grabbing at things, right, you know, just
- 4:48Speaker 1: like oh there's this, there's that. I mean, oh yeah,
- 4:50Speaker 1: I will solve the problem. Like, hold on, you guys,
- 4:52Speaker 1: you're just this. I love where you come at this
- 4:55Speaker 1: as a strategious you know, you're looking at this helping
- 4:58Speaker 1: them plan for the future because I know I've worked
- 5:01Speaker 1: with a lot of leaders and helping them in this
- 5:04Speaker 1: space too, Joel, because they haven't. If they're doing this well,
- 5:08Speaker 1: is great, the team will thrive. But if you said
- 5:09Speaker 1: you'd otherwise, everybody's really breaking down. And it's like growing
- 5:15Speaker 1: people of the problem in and of it is not
- 5:17Speaker 1: going to solve it, right, I'm sure they're like they're
- 5:19Speaker 1: just adding actually more problems to the situation. You know,
- 5:26Speaker 1: you're resolved the other issues that are on there.
- 5:28Speaker 2: Right, Yeah, It's like you got to ask yourself some
- 5:31Speaker 2: serious questions too. It's like, you know a lot of
- 5:34Speaker 2: people think like hiring, for example, hiring takes too long
- 5:37Speaker 2: and on boarding might be a little inconsistent. That's what
- 5:41Speaker 2: they assume is like that, you know, their hiring process
- 5:45Speaker 2: obviously is like not as well as you know, ironed
- 5:49Speaker 2: out as they think it is. But it's not just
- 5:51Speaker 2: one thing either. It's all kind of like a misalignment
- 5:55Speaker 2: and a lot of different factors. And that's kind of
- 5:58Speaker 2: where like I reckon men businesses kind of like do
- 6:01Speaker 2: either do themselves like a self audit for themselves or
- 6:06Speaker 2: have someone like nikom and do the audit for them
- 6:08Speaker 2: for the workforce and what that basically is sorry, which
- 6:13Speaker 2: looks at like five areas, which is like role clarity,
- 6:17Speaker 2: workflow mapping, capacity, governance, and metrics. And it's like you
- 6:22Speaker 2: know what's being measured, you know, if anything, role clarity
- 6:27Speaker 2: as far as like are we even hiring roles for
- 6:30Speaker 2: the strategy or and you know, the mapping is like
- 6:34Speaker 2: where's the delay? You know, is it hiring is HR
- 6:37Speaker 2: is the hiring managers? Is it the approval workflows? Is
- 6:42Speaker 2: it just getting the offers out or following up with
- 6:44Speaker 2: the candidates? You know where where all the bottlenecks are?
- 6:48Speaker 2: And it's usually like a combination of things versus like
- 6:51Speaker 2: just one thing. You know, Like.
- 6:56Speaker 1: I was gonna ask you to that point. Yeah, when
- 6:58Speaker 1: you walk into a business from going to grow, is
- 7:02Speaker 1: there one thing that you notice or is it like
- 7:04Speaker 1: a combination of things like one is more than the other.
- 7:07Speaker 1: I mean I'm just curious, like what is it you
- 7:08Speaker 1: typically see?
- 7:09Speaker 2: Yeah, usually it's a combination of things. A lot of
- 7:12Speaker 2: times it's like a miscommunication between like HR and like
- 7:16Speaker 2: the procurement teams. Depending on how big the company is.
- 7:19Speaker 2: Sometimes it's just like the owner of the business just
- 7:22Speaker 2: trying to be everything, including HR and IT, you know
- 7:26Speaker 2: it kind of that can that itself can be a problem,
- 7:31Speaker 2: like just not being able to run the business correctly,
- 7:34Speaker 2: and so, yeah, it's usually a combination of different things. Uh.
- 7:38Speaker 2: Sometimes it comes down to like that they just don't
- 7:41Speaker 2: understand this tool that they're using. If they're using a
- 7:43Speaker 2: tool sometimes that they're you know, their communication with their
- 7:49Speaker 2: employees is a little rough, so they don't quite understand,
- 7:53Speaker 2: you know, how they should be translating things for them
- 7:55Speaker 2: when it comes to like business decisions and of course,
- 8:00Speaker 2: like you know, are the biggest thing I noticed is
- 8:03Speaker 2: like just not being able to either train them correctly
- 8:06Speaker 2: or provide the right documents for them to learn on
- 8:08Speaker 2: their own. And you know, when a new employee, especially
- 8:12Speaker 2: for like a smaller sized business, when they're brought on,
- 8:14Speaker 2: sometimes they're they're just given like the rundown as far
- 8:17Speaker 2: as what we're doing, here's the project I need you
- 8:20Speaker 2: on start running with it, instead of like, you know,
- 8:23Speaker 2: here's the handbook you know, here's what we're trying to
- 8:26Speaker 2: aim to achieve at our company. This is the project
- 8:30Speaker 2: that we're working on. And if you have questions, these
- 8:33Speaker 2: are the resource links here, you know, if they have
- 8:36Speaker 2: a database, or here's the handbook that will explain everything
- 8:39Speaker 2: for you. You know, things like that. It's like very
- 8:42Speaker 2: simple things that kind of get overlooked very easily, especially
- 8:44Speaker 2: in like smaller environments, because they just want to get
- 8:47Speaker 2: you know, the owner just want to get things moving along.
- 8:50Speaker 2: The project manager probably just wants to get things moving along,
- 8:53Speaker 2: and so the whole human aspect of you know, trying
- 8:56Speaker 2: to get to know your new hire kind of get
- 8:58Speaker 2: falls to the wayside sometimes.
- 9:00Speaker 1: Yeah, isn't that It's interesting you say that, Joel, because
- 9:03Speaker 1: I think I like to say, you know, this is
- 9:06Speaker 1: where your leadership habits show up, if you know, if
- 9:09Speaker 1: your business is kind of a mirror of how you lead.
- 9:11Speaker 1: So there's the you know, maybe like you said, chaotic
- 9:14Speaker 1: not intentional, you're kind of like and I find that
- 9:17Speaker 1: this is common in a lot of areas. I was
- 9:19Speaker 1: talking to another colleague this morning about like, well, I
- 9:23Speaker 1: don't have like you said, I don't have time to
- 9:25Speaker 1: strategize like you do. It's quite the opposite. You need
- 9:28Speaker 1: more time in strategy because that's going to actually help
- 9:30Speaker 1: you at the bottom line and the end of the day.
- 9:32Speaker 1: But sometimes there's counter too, like I just got to
- 9:34Speaker 1: get the work done. Like you're saying, I got to
- 9:35Speaker 1: get this done. I'm like, well, hold on, slow down.
- 9:37Speaker 1: Are you doing the right work or is it making
- 9:39Speaker 1: it making sense that you're doing I mean, have you
- 9:42Speaker 1: ever seen my people get hiring too many people? Like now,
- 9:45Speaker 1: I got too many people to do this. I didn't
- 9:46Speaker 1: think of the strategy, like how it is going to
- 9:48Speaker 1: be the work up, what would the schedule going to
- 9:50Speaker 1: look like, you know, the full time part time. You know,
- 9:54Speaker 1: these different issues come up Joel where they're like yeah.
- 9:57Speaker 2: Yeah, yeah, it definitely comes up quite often where they're like,
- 10:01Speaker 2: you know, either though they think that, for example, they
- 10:03Speaker 2: want full time people when in fact they probably could
- 10:06Speaker 2: just use a contractor to come on and help out,
- 10:09Speaker 2: either hourly or like on a set sow project deliverables,
- 10:14Speaker 2: whatever the case is. Because sometimes it's something that could
- 10:17Speaker 2: be done very quickly, or if it's getting take it
- 10:20Speaker 2: like only like maybe like three to six months or so.
- 10:24Speaker 2: I always recommend doing contractors have them come on help
- 10:28Speaker 2: them out, either like a W two contractor where they're
- 10:30Speaker 2: hourly or it's again be more complicated project. You know,
- 10:36Speaker 2: I do recommend statement of works then if there's like
- 10:39Speaker 2: specific deliverables that you need, but if it's a short
- 10:43Speaker 2: term thing, you know, you don't need a permanent employee
- 10:45Speaker 2: to come on and do that because then you know,
- 10:47Speaker 2: once a permanent employee comes on, you're kind of stuck
- 10:49Speaker 2: with them and so and then that's going to lead
- 10:51Speaker 2: to like later problems like layoffs, like oh yeah, an
- 10:55Speaker 2: abundance of workers now that we can't affward, right, that's
- 11:00Speaker 2: everyone's life miserable at the end of certain quarters. So
- 11:03Speaker 2: I always recommend that, you know, you really need to
- 11:06Speaker 2: analyze what it is because again it comes down to misalignment.
- 11:09Speaker 2: It's like you don't have a clarity on the roles,
- 11:11Speaker 2: so you and therefore you don't want to have a
- 11:13Speaker 2: good understanding of what the workloads are going to look like,
- 11:17Speaker 2: so being able to plan that out and have like
- 11:20Speaker 2: an actual route and game plan set up. So it's
- 11:23Speaker 2: like example, like you have a product that you're trying
- 11:26Speaker 2: to build out, but you know you're not going to
- 11:28Speaker 2: need a bunch of people to stay on afterwards. Contractors
- 11:32Speaker 2: come on and do that because one they know that
- 11:34Speaker 2: they're only going to be there for a short time,
- 11:36Speaker 2: so it's not going to come into the shock to
- 11:37Speaker 2: them if they're not brought up. And two it's gonna
- 11:42Speaker 2: save the money. I mean you're gonna say, you'll probably
- 11:45Speaker 2: spend a lot less time bringing on a contractor versus
- 11:48Speaker 2: having a permanent employee and then having to worry about
- 11:50Speaker 2: the benefits and all that stuff, which right again the costs.
- 11:54Speaker 2: So and usually when contractors are brought on, you're engaging
- 11:57Speaker 2: with a supplier and that they're the one. You know,
- 12:01Speaker 2: a lot of people have a misunderstanding that. You know,
- 12:03Speaker 2: contractors actually get their benefits mostly through the supplying supplying agency.
- 12:08Speaker 2: So I will say the client company money in the
- 12:12Speaker 2: long run. So they bring them up for a short
- 12:13Speaker 2: period of time for a project, move them along, and
- 12:17Speaker 2: that's going to save them money in the long one.
- 12:18Speaker 2: So having a good understanding of the role clarity like
- 12:21Speaker 2: I mentioned earlier, you know what we need them for,
- 12:24Speaker 2: want capacity and how long do we need them is
- 12:27Speaker 2: going to all kind of goes into the whole workforce
- 12:30Speaker 2: planning aspect of things.
- 12:31Speaker 1: Yeah, No, that's that's the way you're breaking that down
- 12:33Speaker 1: is really powerful, Joel, And I uh i, I so
- 12:36Speaker 1: you when you're working with a client, I want to
- 12:38Speaker 1: break this down a little bit of the fix is
- 12:40Speaker 1: your fix and your audit of them is you're like
- 12:42Speaker 1: you're looking at like what is that mix need to
- 12:45Speaker 1: be of contractors, part time, full time folks, and you know,
- 12:51Speaker 1: and so what would where do you see companies where
- 12:56Speaker 1: they struggle with that? And where do you see the
- 12:58Speaker 1: companies that can really be positioned well, like so that
- 13:02Speaker 1: when you come in Joel, you can really find tuness.
- 13:04Speaker 1: So where do how can companies Like I want to
- 13:07Speaker 1: have kind of two from if companies are doing things well,
- 13:10Speaker 1: like what are they doing so that you're like, okay,
- 13:12Speaker 1: I can doll this in very easily. I can help you,
- 13:15Speaker 1: you know, figure out what that looks like versus the
- 13:18Speaker 1: companies that are not doing it well. I mean obviously
- 13:20Speaker 1: maybe there's maybe obvious, but I think it's still I
- 13:22Speaker 1: want to contrast, like, so the those that are listening
- 13:25Speaker 1: can have a kind of reflect back am I moving
- 13:28Speaker 1: in the right direction or am I moving in the
- 13:29Speaker 1: wrong direction? Like what does that look like for you, Joel.
- 13:34Speaker 2: Companies that are doing it well are the ones that
- 13:36Speaker 2: are like doing like a skill alignment. They understand like
- 13:40Speaker 2: the percentage of the workforce whose current skills are matching
- 13:44Speaker 2: the roles that are required. Either they're doing it on
- 13:47Speaker 2: their own or they have outside people like me come
- 13:49Speaker 2: in and help them out understand how to do it.
- 13:51Speaker 2: My job actually is helping them self sustain themselves because
- 13:56Speaker 2: I don't want to actually stick with the company for
- 13:58Speaker 2: too long. You know. I come in and I help
- 13:59Speaker 2: them get us set up right. Yeah, I'm the teacher.
- 14:02Speaker 2: I come in and teach them how to do it,
- 14:04Speaker 2: and then I move on to the next client. And
- 14:08Speaker 2: so that's kind of what, you know, one of the
- 14:10Speaker 2: big things about me compared to others, because a lot
- 14:12Speaker 2: of you know, consultants want to kind of keep on
- 14:14Speaker 2: their clients as long as they possibly can. I'm really
- 14:18Speaker 2: just there to do the dirty work for you and
- 14:19Speaker 2: get it figured out. And so the companies that I
- 14:22Speaker 2: see at doing the best are like the ones that
- 14:24Speaker 2: do the skill assessment or skill alignment. Sorry, but also
- 14:27Speaker 2: understand their capacity balance too, like workload versus staffing levels.
- 14:32Speaker 2: Neither chronic overtime nor idle time. Yeah, those terms. The
- 14:38Speaker 2: ones that aren't doing as well probably are like the
- 14:42Speaker 2: ones sinking in the workflow or the work the workloads
- 14:46Speaker 2: that there's just too much going on. And then so
- 14:48Speaker 2: that you know, like I mentioned before, like for example,
- 14:51Speaker 2: like a decision maker of a smaller sized business wearing
- 14:54Speaker 2: all the hats, you know, he's hurting himself out. That's
- 14:58Speaker 2: where coaches kind of come in to kind of you know,
- 15:00Speaker 2: how how do you how do you leave today? Oh,
- 15:02Speaker 2: you got delegate stuff. Well, it's hard to delegate stuff
- 15:05Speaker 2: when you have no one to delegate stuff too, or
- 15:09Speaker 2: everyone that you have to delegate stuff to is already
- 15:12Speaker 2: overloaded and they're going to deal with the burnout and
- 15:15Speaker 2: so being able to understand the capacity and knowing there
- 15:20Speaker 2: needs to be a balance. A lot of companies don't
- 15:23Speaker 2: understand that, and that's why a lot of layof kind
- 15:25Speaker 2: of happened to especially in larger companies, is that they
- 15:28Speaker 2: don't understand the the balance part of things. And so
- 15:32Speaker 2: that's a you might have to look into like additional
- 15:35Speaker 2: roles or temporary roles like I mentioned, where staff can
- 15:38Speaker 2: kind of help each other out to have your mentor
- 15:41Speaker 2: programs from the get go would be very helpful that way,
- 15:45Speaker 2: like project managers or uh managers of any type of
- 15:49Speaker 2: any type of team are actually like able to kind
- 15:53Speaker 2: of help out their workers and give a guidance as
- 15:56Speaker 2: to here's the resources that we have. Oh, you didn't
- 15:59Speaker 2: know we had like a spread cheap thing for this, Oh,
- 16:01Speaker 2: it's right over here. You know a lot of things
- 16:04Speaker 2: I wish you know, when I joined, when I joined
- 16:07Speaker 2: in staffing in the first place, like I wish some
- 16:09Speaker 2: of these things are what I map out for that
- 16:12Speaker 2: I wish I had had, And so you know, having
- 16:15Speaker 2: all that stuff and a lot of companies don't either.
- 16:18Speaker 2: They have it and they just think that it's just
- 16:20Speaker 2: like in the background and they think that the workers
- 16:22Speaker 2: will find it always. It doesn't always work that way.
- 16:27Speaker 2: You know, I get tired of trying to look through
- 16:28Speaker 2: everyone learn everyone's new database when I'm working with clients.
- 16:32Speaker 2: So of course your workers are probably getting tired of
- 16:34Speaker 2: work trying to figure out the database themselves. And so
- 16:37Speaker 2: that's what you know, teaching managers how to do that
- 16:40Speaker 2: and engage with their workers when they're run on, showing
- 16:43Speaker 2: them where the stuff is, that's going to help one
- 16:46Speaker 2: decrease their their stress levels considerably, especially if there's templates
- 16:50Speaker 2: they could be using to make their job easier. And
- 16:54Speaker 2: then two, it's like, uh, like I mentioned the worklow capacity,
- 16:59Speaker 2: having like temporary will kind of come in and help
- 17:01Speaker 2: out at other teams, so cross functional. You know, that's
- 17:04Speaker 2: that's actually something that has actually been practiced for like
- 17:08Speaker 2: since the nineties, but it's you know, it's becoming more
- 17:12Speaker 2: essential now because you know, with all the mass layoffs happening,
- 17:16Speaker 2: we're thinking AI or I think the companies are thinking
- 17:19Speaker 2: that AI will take off all the heavy stuff. Well,
- 17:22Speaker 2: it'll take care of the administrative stuff for sure, Yeah,
- 17:25Speaker 2: but when it comes to like human interactions and having
- 17:28Speaker 2: to work with clients face to face, you know that
- 17:31Speaker 2: that piles up, especially if you're on meeting after meeting,
- 17:34Speaker 2: engaging with the client for the company to make sure
- 17:37Speaker 2: that they are they're satisfied. You know that that can
- 17:41Speaker 2: build up. And so having someone to kind of like
- 17:43Speaker 2: come in and take up some of the workload is needed,
- 17:46Speaker 2: maybe attend the meetings or take the notes or address
- 17:49Speaker 2: the notes that were taken during the meetings to make
- 17:52Speaker 2: sure the work is getting done will help out immensely.
- 17:56Speaker 2: In my personal opinion, Oh.
- 17:57Speaker 1: Yeah, No, you brought up a number of items. I
- 18:01Speaker 1: want to follow up with you on you're talking. As
- 18:04Speaker 1: you were talking, what came to mind earlier in the conversation.
- 18:08Speaker 1: You were talking about like capacity, and that made me
- 18:12Speaker 1: think of for those of the you know the Stephen
- 18:15Speaker 1: famous Stephen Covey book The Seven Habits of High Effective People,
- 18:18Speaker 1: he talks about the p P slash PC balance like
- 18:22Speaker 1: production versus production capability, and like, what you're saying, Joel
- 18:27Speaker 1: is like, sometimes we're just pushing so hard on production
- 18:28Speaker 1: production production. You're like, but we don't have the capacity
- 18:32Speaker 1: that the ability is not there, And I agree with you,
- 18:34Speaker 1: the cross functionality is very important. I was curious to ask.
- 18:38Speaker 1: So I worked at a very real large engineering from
- 18:40Speaker 1: at one point, and like thirty forty thousand plays large.
- 18:46Speaker 1: But what I thought was surprising to me was there
- 18:48Speaker 1: was not a clear understanding of the workforce and all
- 18:53Speaker 1: the different skills and abilities they had. So what happened
- 18:56Speaker 1: is then you just would be a local office and
- 18:59Speaker 1: we're just going to use these people, and some people
- 19:01Speaker 1: would be overly overly utilized or other people are underutilized
- 19:06Speaker 1: within the overall company. So there was not a good
- 19:10Speaker 1: that visual to say, Okay, what is the workforce that
- 19:13Speaker 1: I have out there, number one, and what's how how
- 19:17Speaker 1: have we quantified and broken down all the different skills
- 19:20Speaker 1: and and and what they can actually do because they
- 19:23Speaker 1: might be a primary role, like you said, Joel, and
- 19:25Speaker 1: they say, well, right now, we don't have a lot
- 19:27Speaker 1: of that work. However, we got a lot of this
- 19:29Speaker 1: and I'm looking at your skill set and you know
- 19:31Speaker 1: what that that makes the mark that could actually help
- 19:34Speaker 1: me here. How do you help businesses kind of get
- 19:36Speaker 1: that stuff set up, Joel? Because I think some of
- 19:38Speaker 1: them they're just blind to it. I mean they have
- 19:40Speaker 1: some idea and somebody if that's been around with the
- 19:42Speaker 1: company for a long time, might know this, like oh,
- 19:44Speaker 1: I know so and so, you know Joe in this
- 19:46Speaker 1: office to totally do that because they've been around, they
- 19:49Speaker 1: know that. But if you're not, if you're not fortunate
- 19:51Speaker 1: to have that person that knows all these different people,
- 19:54Speaker 1: you're kind of like, I don't know, I guess we
- 19:56Speaker 1: just hire another person, or do we get a subcontractor
- 19:58Speaker 1: or you know what I mean. It's to get messy, right.
- 20:00Speaker 2: Chel, Yeah, it definitely it gets very messy personally. What
- 20:05Speaker 2: I what I do when I'm working with a client
- 20:08Speaker 2: and trying to figure out the problem is when I
- 20:10Speaker 2: have a communication with them and I do a work
- 20:13Speaker 2: I'll do a workforce audit UH, which covers all the
- 20:17Speaker 2: things I mentioned previously. I actually have built a tool
- 20:20Speaker 2: which I'm happy to share with any of our listeners
- 20:23Speaker 2: they want to learn to see if their organization is
- 20:26Speaker 2: workforce healthy or if they need help grow. But what
- 20:30Speaker 2: it is like it measures against like those five things
- 20:33Speaker 2: I mentioned, But the app itself goes a little bit
- 20:36Speaker 2: deeper with the questioning. But first, you know, I kind
- 20:39Speaker 2: of apply those same questions when I'm working with clients
- 20:42Speaker 2: too directly, when I'm asking their departments as far as
- 20:46Speaker 2: like you know, you know who's communicating with who, What
- 20:49Speaker 2: technologies are you guys using for example bringing someone on?
- 20:54Speaker 2: And then what are you using them for like the
- 20:56Speaker 2: hr I S, what are you how are they getting
- 21:00Speaker 2: Are they getting their credentials through the hi RIS or
- 21:03Speaker 2: are they using a different tool altogether to get their credentials?
- 21:06Speaker 2: Is that being emailed? Are they getting welcome emails? It
- 21:10Speaker 2: goes down to a huge rabbit hole on a lot
- 21:12Speaker 2: of things. But to keep it short and simple for this,
- 21:15Speaker 2: you know, I look at what their workflows look like,
- 21:18Speaker 2: and then based on the conversations I've had with the
- 21:21Speaker 2: different departments, I provide like an assessment at the end
- 21:26Speaker 2: to kind of showcase here's what I'm seeing, here's what
- 21:29Speaker 2: your current state looks like, and then here's what a
- 21:31Speaker 2: future state might look like. That's a little bit better.
- 21:34Speaker 2: It's more simplified. And I'm not always been to simplify
- 21:37Speaker 2: a process versus try and over complicate it. And a
- 21:41Speaker 2: lot of times it's like just one person needs approval
- 21:44Speaker 2: from someone else and it goes over to communicate with
- 21:46Speaker 2: someone else and then background again. And so sometimes having
- 21:50Speaker 2: a go more linear from like one side to the
- 21:52Speaker 2: other versus up and down, left and right, I think
- 21:55Speaker 2: works out much better as far as a model goes
- 21:57Speaker 2: for your hiring and on board and getting people prepared
- 22:01Speaker 2: to you know, join your work workforce. Of course, approvals
- 22:05Speaker 2: still need to be done, but if you do it
- 22:07Speaker 2: in a line versus you know, having to guess or
- 22:10Speaker 2: figure out where that approval needs to come from or
- 22:12Speaker 2: in certain situations, you know, it kind of boils down
- 22:16Speaker 2: to uh. It also boils down to industry too. I
- 22:19Speaker 2: should clarify on that too. Sometimes in some industries are
- 22:22Speaker 2: a little bit different, like manufacturing versus retail are very opposite,
- 22:27Speaker 2: and a lot of things but very similar. Very thing
- 22:30Speaker 2: is similar things too, right, so you know, and then
- 22:34Speaker 2: the same thing with like the game industry, which I've
- 22:36Speaker 2: had experience with working with the X Studios in the past,
- 22:40Speaker 2: is that you know, they they are quick to bring
- 22:42Speaker 2: on contractors in a lot of ways, but you know,
- 22:46Speaker 2: being able to engage with them and also provide the
- 22:49Speaker 2: information that they need to get like start the developing
- 22:51Speaker 2: of a game, they're a little bit different too. So
- 22:55Speaker 2: being able to understand the workforce work passes, like I've
- 22:58Speaker 2: mentioned a few times now, and then being able to
- 23:01Speaker 2: understand like, you know, how is that all that being distributed?
- 23:05Speaker 2: And then also success planning I think is very important too,
- 23:11Speaker 2: And I think you kind of mentioned that, you know,
- 23:13Speaker 2: I you know, if someone gets leaves, what happens. And
- 23:18Speaker 2: a lot of companies don't have that in place, at
- 23:20Speaker 2: least not any of the ones I've ever worked at.
- 23:22Speaker 2: I mean, there's people that can run as back up
- 23:24Speaker 2: for a short time, but there's no one that could
- 23:27Speaker 2: be like, okay, are we trading this person to maybe
- 23:30Speaker 2: one day help out take fill this role, and then
- 23:33Speaker 2: this role will be filling the next role, and so
- 23:36Speaker 2: on and so forth. So having a success plan and
- 23:39Speaker 2: then actually acting on it is something also I stress
- 23:42Speaker 2: to clients to to make sure. It's like, do you
- 23:44Speaker 2: have people that can run if you lose a cog
- 23:48Speaker 2: in your system here right right? Yeah?
- 23:53Speaker 1: That you just think it'll just keep running, right, And
- 23:55Speaker 1: I think they're just kind of like, you know, they're
- 23:58Speaker 1: not being that, that's being react right. I actually had
- 24:01Speaker 1: Joel I mentioned this when we talked previously, but I
- 24:04Speaker 1: have a good friend of mine, he's president of a company.
- 24:05Speaker 1: He was telling me, you know, I had a great
- 24:08Speaker 1: person that had knew all this this particular piece of equipment,
- 24:12Speaker 1: and unfortunately he got caught up in one of the
- 24:16Speaker 1: ice rays, if you will, or whatever the case. Maybe
- 24:19Speaker 1: he's not he has some immigration status issues, let's just
- 24:22Speaker 1: put it that way. Whether you know he's I don't
- 24:24Speaker 1: know the totals, but this person was the only person
- 24:27Speaker 1: trained up on this poduse of equipment, understood it, and
- 24:29Speaker 1: the company is now struggling to figure out, like we
- 24:33Speaker 1: just can't throw somebody out there tomorrow on this thing.
- 24:35Speaker 1: It's going to take time to train somebody. And I
- 24:37Speaker 1: think sometimes to your point, Duel, what I found is
- 24:40Speaker 1: the companies that are being intentional about this and taking
- 24:43Speaker 1: the extra time, like you're saying, and worth your help, saying,
- 24:46Speaker 1: you know, you really need to train up somebody. Maybe
- 24:48Speaker 1: they're not going to be there tomorrow, but hey, if
- 24:50Speaker 1: this person wants to get sick, they want to take
- 24:52Speaker 1: a vacation, could they do most of the work, like
- 24:55Speaker 1: eighty percent and eighty five percent? Could we get most
- 24:57Speaker 1: of the way there? We're not completely like down, you know.
- 25:00Speaker 1: So you're seeing you're looking at those things, right Joel.
- 25:03Speaker 1: You're looking at those key positions in places in the
- 25:05Speaker 1: organization and saying, okay, that's a problem. There's no duplicity here.
- 25:08Speaker 1: And that's what I love working with companies like so
- 25:10Speaker 1: when you're doing this work. I love working with those
- 25:12Speaker 1: kind of business owners that say, Okay, what does it
- 25:14Speaker 1: look like to you know, follow what Joel's recommendations are,
- 25:18Speaker 1: and how do we develop and mentor these folks and
- 25:21Speaker 1: how do I show up as a leader. Because I
- 25:22Speaker 1: think this is what I found, Joel, is if I'm
- 25:25Speaker 1: not a healthy leader, doesn't matter how great the workforce
- 25:27Speaker 1: planning is and all these other things is like, I'm
- 25:30Speaker 1: not going to be able to affect it. Nobody's going
- 25:32Speaker 1: to follow me. They're not going to learn from me.
- 25:33Speaker 1: They're like, screw it. And so then your company is like,
- 25:36Speaker 1: you know, we're kind of back at the square one again.
- 25:38Speaker 1: So it's like so important to tie these things together.
- 25:41Speaker 1: And I know you just do some of this stuff
- 25:42Speaker 1: as well, but that's why I want to have them
- 25:43Speaker 1: on the podcast because I want to hear people to listen,
- 25:46Speaker 1: do this strategy and do this assessment. And by the way,
- 25:50Speaker 1: those if you're listening, Joel and May are connected on
- 25:52Speaker 1: LinkedIn and we'll put his resources in the show notes,
- 25:56Speaker 1: so please follow up there and leave any comments you
- 25:58Speaker 1: guys have to comments are questions. We always like your
- 26:01Speaker 1: feedback on these episodes. So you know, I think that
- 26:05Speaker 1: the work you're doing is so important, y'all.
- 26:08Speaker 2: Yeah, And one thing I like to make sure my
- 26:11Speaker 2: clients are aware is that I treat workforce planning is
- 26:15Speaker 2: like a like an AA meeting. You have. The first
- 26:22Speaker 2: step is that you have to admit you have a problem.
- 26:24Speaker 2: And so you know it's that because you know I
- 26:27Speaker 2: can give you the best plan. Like you mentioned, I
- 26:29Speaker 2: can give you the best planning and the best strategies,
- 26:32Speaker 2: the best model to work with, but it means absolutely
- 26:35Speaker 2: nothing if you're not ready for it or not willing
- 26:37Speaker 2: to accept it. And I think that's that's kind of
- 26:41Speaker 2: the key thing with that I look for in my
- 26:42Speaker 2: clients is that are you ready to do it? I
- 26:45Speaker 2: don't harass them with sales pitches. I don't you know,
- 26:47Speaker 2: bother them harassing them saying here's my here's my cool
- 26:51Speaker 2: thing that I got going on. It's worked for so
- 26:53Speaker 2: many other companies. I mean, I mean, I tell them
- 26:55Speaker 2: about what I've done, but I also share I also
- 26:59Speaker 2: need to know and confirmation from them saying it's like, yeah,
- 27:02Speaker 2: I'm we have a problem, this is what we're seeing,
- 27:05Speaker 2: and then we only come and help us out. And
- 27:08Speaker 2: then that's where I will step up and showcase all
- 27:11Speaker 2: the cool things that I've done for others and what
- 27:14Speaker 2: they can do what will work best for them. Because
- 27:16Speaker 2: it's not one size fits all either. And anyone that
- 27:19Speaker 2: tells you that I don't think should be working in
- 27:21Speaker 2: work to be honest, right, because there's.
- 27:24Speaker 1: So many different there's so many different tools and industries
- 27:27Speaker 1: like you said different needs.
- 27:29Speaker 2: You know, one thing I really love, well, I think
- 27:32Speaker 2: one thing that really I should stress though, is that,
- 27:35Speaker 2: and I call it the Constellation design, is that instead
- 27:37Speaker 2: of seeing talent as like a pipeline, we have to
- 27:41Speaker 2: see it as an ecosystem like employees, staff, dog independent contractors,
- 27:47Speaker 2: statement of work, partners, freelancers, et cetera, et cetera, even
- 27:52Speaker 2: AI and automation, I mean all where they're all interconnected
- 27:55Speaker 2: through skills, data and you know, and they all kind
- 27:59Speaker 2: of like function as one. So that is something that
- 28:03Speaker 2: I think. It's kind of like this, especially when a
- 28:05Speaker 2: lot of companies are kind of leaning more toward like
- 28:08Speaker 2: skill based hiring now kind of like following that Constellation
- 28:13Speaker 2: design had just talked about and seeing them as more
- 28:15Speaker 2: of an ecosystem versus a pipeline. Yeah, I think it's
- 28:19Speaker 2: going to help companies a lot down the road.
- 28:22Speaker 1: Especially I like I like that constantly you're hitting my
- 28:25Speaker 1: biology background, Joel. But that triggered me to think, actually,
- 28:30Speaker 1: as you said that, it's what is your ecosystem? What
- 28:33Speaker 1: is the culture? What does that look like for you?
- 28:35Speaker 1: Because again one five doesn't fit all. If you know
- 28:39Speaker 1: one company, you know, and I've seen this go. I'm
- 28:42Speaker 1: curious to get your feedback on this. You know, we're
- 28:44Speaker 1: in this. I think it's still this. We're five years
- 28:47Speaker 1: past COVID now, but we're still I feel like in
- 28:49Speaker 1: this interesting time frame where there's like everybody come back
- 28:52Speaker 1: to the office or no, we only want to be
- 28:54Speaker 1: hybrid or what does this look like? What does this
- 28:56Speaker 1: ecosystem look like? You know? And how again? And what's that?
- 29:01Speaker 1: What's that culture look like? Because some people want to work,
- 29:04Speaker 1: they want to have flexibility, and sometimes there is flexibility,
- 29:06Speaker 1: sometimes there isn't. It depends on the industry where do
- 29:09Speaker 1: we need to have people? If you're if you're a
- 29:10Speaker 1: you know, a retail store, you you've got to have
- 29:13Speaker 1: people in the store, you know, you just get I mean,
- 29:16Speaker 1: but if you're online only, when maybe that's different, you know,
- 29:19Speaker 1: I mean, your support could be different. Can you speak
- 29:21Speaker 1: a little bit to that. Are companies thinking about that
- 29:26Speaker 1: more strategically or is just kind of happenstance? And I
- 29:28Speaker 1: was like, well, I guess we kind of do. This
- 29:29Speaker 1: is kind of patched together. What do you what are
- 29:32Speaker 1: you seeing? Joel?
- 29:34Speaker 2: I say, larger companies are definitely looking at it, looking
- 29:37Speaker 2: at that and understanding that they need to act more.
- 29:41Speaker 2: Smaller companies medium size are kind of still figuring it
- 29:44Speaker 2: out because they're not usually they're not an experience unless
- 29:48Speaker 2: the owner comes from like a background of like the
- 29:50Speaker 2: larger sized company stuff. But definitely things that need to
- 29:54Speaker 2: be addressed that I don't see are really happening across
- 29:58Speaker 2: the board or like uh, leadership development. They talk a
- 30:03Speaker 2: good game about it and everyone kind of points to
- 30:05Speaker 2: like their mission statement a lot, but there's very little
- 30:08Speaker 2: like leadership development uh program stuff being built uh for
- 30:13Speaker 2: like potential managers, which kind of leads into the whole
- 30:16Speaker 2: success planning thing too. It's like, are they success succession ready?
- 30:20Speaker 2: You know? Are people being trained? Like the cross functional
- 30:23Speaker 2: training and performance enablement? Performance enablement is something I really
- 30:28Speaker 2: think needs to be addressed more in companies at least
- 30:32Speaker 2: spoken about, yes, because that relates to psychological safety. And
- 30:39Speaker 2: now I have a bachelor I'm sorry, I have a
- 30:41Speaker 2: master's degree in io psychology, so you know, I'm going
- 30:47Speaker 2: backwards in time here. But that's that's something that's always
- 30:53Speaker 2: like stuck out to me, is that you performance enablement.
- 30:56Speaker 2: We treat like for example, PIPS as a means to
- 31:00Speaker 2: like get someone ready to get moved out of the
- 31:03Speaker 2: company versus actually trying to teach them stuff. Now, there
- 31:07Speaker 2: are some managers at treat pips that the way they're
- 31:09Speaker 2: supposed to be treated like actually helping your employees. But
- 31:13Speaker 2: a lot of cases and this is more unique to
- 31:16Speaker 2: like smaller type companies too, and large and super large
- 31:19Speaker 2: ones like Microsoftware, they do a PIP as more of
- 31:22Speaker 2: a courtesy, and then it's more to like now they're
- 31:25Speaker 2: looking at they're already planning to look for someone else,
- 31:27Speaker 2: which is getting costs a company even more money, and
- 31:30Speaker 2: I think it's the super wrong way of doing it.
- 31:32Speaker 2: So being able to look into performance enablement and provide
- 31:36Speaker 2: the tools and processes for employees to succeed, and then
- 31:39Speaker 2: manager training to equip those managers to support and coach
- 31:42Speaker 2: the new hires effectively kind of like all works together,
- 31:46Speaker 2: and then all kind of goes back to the ongoing
- 31:49Speaker 2: training stuff too. Of you know, implement micro learning. I
- 31:54Speaker 2: also like doing blended learning to where you kind of
- 31:57Speaker 2: like teach them different different ways of sorry, different ways
- 32:01Speaker 2: of teaching them things, either like you know, in meetings
- 32:06Speaker 2: or in like actual interactive modules. And then personal development
- 32:12Speaker 2: plans being able to establish those and tailor them to
- 32:15Speaker 2: the individuals, and that can help the organization because bottom line,
- 32:20Speaker 2: it's all about helping the company. But if you help
- 32:25Speaker 2: your individual cogs work better, then those cogs are gonna
- 32:30Speaker 2: one day support and move up into more serious roles.
- 32:36Speaker 2: One I hope I'm not offending anyone by calling them cogs,
- 32:38Speaker 2: but it's the only analogy I can think of right now.
- 32:41Speaker 2: But it's you know, being able to grease those wheels
- 32:44Speaker 2: and get them moving in a you know, in the
- 32:47Speaker 2: way they want them to, which will help them move
- 32:49Speaker 2: them up in the in the organization. And granted, you know,
- 32:53Speaker 2: loyalty is and is what it used to be, I think,
- 32:55Speaker 2: or at least our perception of it, you know, could
- 32:58Speaker 2: be loyal what it used to be. But it's like,
- 33:01Speaker 2: if you're investing in your employees, even if they leave,
- 33:03Speaker 2: they're going to remember you and they're going to recommend
- 33:06Speaker 2: people to either buy your products or come work for you,
- 33:11Speaker 2: And then that kind of helps you build a pipeline
- 33:13Speaker 2: right there by guaranteeing that they have a great experience
- 33:16Speaker 2: and they left and they knew more than what they
- 33:19Speaker 2: did when before they got there, and you treated them
- 33:22Speaker 2: like your own children. Like you know, we all know
- 33:25Speaker 2: about the we're our family here. So that's for if
- 33:28Speaker 2: you actually mean by those words, then those people are
- 33:31Speaker 2: more likely to recommend your products. They're going to keep
- 33:34Speaker 2: buying your products because workers are your consumers as well.
- 33:38Speaker 2: And then they're going to send people back to you,
- 33:41Speaker 2: and especially if they reach your recruiters, reach out to
- 33:43Speaker 2: them again and be like, hey, you might be interested
- 33:46Speaker 2: in this role, and they'll be like, no, but here's
- 33:48Speaker 2: a couple of good people I know, and refer them
- 33:50Speaker 2: to you. And I think that I think that right
- 33:53Speaker 2: there kind of is like you know, payback and being
- 33:55Speaker 2: able to help them out, and so you invest in them,
- 33:57Speaker 2: they'll be more likely to invest in you and not
- 34:01Speaker 2: to keep talking. But there is a I think I
- 34:04Speaker 2: just thought about too. I was on a podcast previously
- 34:06Speaker 2: where we were talking about this and the workers actually
- 34:13Speaker 2: there was a company, I forget the name of the company,
- 34:15Speaker 2: but what they were basically were geting to do like
- 34:18Speaker 2: layoffs and they were making announcements about it because they
- 34:20Speaker 2: just didn't have the money to sustain the workforce anymore
- 34:25Speaker 2: well or they were hitting a low. This is like
- 34:27Speaker 2: during COVID time and so they didn't have the budget,
- 34:30Speaker 2: but the workers kind of rallied behind the company and
- 34:35Speaker 2: were like, we'll take a pay cut. All across the board,
- 34:38Speaker 2: they all were willing to take a pay cut. And
- 34:41Speaker 2: I think that speaks volumes to the company and what
- 34:44Speaker 2: their mission statement was and how the people actually believed
- 34:48Speaker 2: in it, and to get workers willing to cut their
- 34:50Speaker 2: money during a time where it was like almost impossible
- 34:54Speaker 2: to where a lot of places were just kind of
- 34:56Speaker 2: like shut down, I think speaks volumes.
- 35:00Speaker 1: Oh yeah, absolutely, business. Yeah yeah, I think I remember
- 35:05Speaker 1: hearing a similar story along those lines, And I agree
- 35:10Speaker 1: with you. We want you, we want I think you
- 35:12Speaker 1: and I are both wanting to help, you know, get
- 35:15Speaker 1: those folks out of the companies that I call a
- 35:18Speaker 1: leadership debt where there's a compound effect of not developing
- 35:21Speaker 1: people not developed, delegating effectively avoiding hard conversations. You know,
- 35:27Speaker 1: that's where my passionate thwart your business is focusing on
- 35:31Speaker 1: those leaders helping them develop themselves. Whether it's the individual
- 35:34Speaker 1: themselves oftentimes, or it's within the company. I love to
- 35:38Speaker 1: do either way, It just depends on what we're coming
- 35:40Speaker 1: at it. But to your point, Joel, your work is
- 35:43Speaker 1: going to be so much more effective what you're trying,
- 35:45Speaker 1: You're you're doing from workforce scaling and getting it is
- 35:48Speaker 1: if you have people like you said earlier, that are
- 35:50Speaker 1: in this process of developing themselves. They're in this process
- 35:54Speaker 1: of becoming healthier. And this isn't a one time fix.
- 35:56Speaker 1: This is an ongoing journey because at least for my
- 35:59Speaker 1: capacity of what I'm doing, like you said, the capacity
- 36:01Speaker 1: or capability at one point in my career is going
- 36:03Speaker 1: to change over time. And so it's not like, oh,
- 36:08Speaker 1: this is it. It's like it's ongoing. But I think
- 36:10Speaker 1: having a good roadmap what you're saying, Joel, and helping
- 36:13Speaker 1: them looking where they're going to have challenges in their workforce,
- 36:17Speaker 1: getting these things set up, knowing the ecosystem, knowing the
- 36:20Speaker 1: people that have the right skills, making sure that they
- 36:22Speaker 1: have an amazing experience when they get on boarded they
- 36:25Speaker 1: find the right resource. Like you said, this isn't you know,
- 36:29Speaker 1: just it's being intentional on that it's going to pay
- 36:31Speaker 1: dividends a long way down the line. And I'm excited
- 36:36Speaker 1: for folks to be able to take this estimate and
- 36:38Speaker 1: this tool that then you're building this app and other resources.
- 36:42Speaker 1: And now we're getting into the podcast, so we'll have
- 36:44Speaker 1: to have you come back. But as we've gone and
- 36:47Speaker 1: covered a lot of things today and we're going to
- 36:49Speaker 1: get too far into AI. But I think you and
- 36:51Speaker 1: I both agree AI is a tool, but it's not
- 36:54Speaker 1: necessarily a silver bullet, you know, So don't just think, oh,
- 36:58Speaker 1: I'm just going to do AI and that's going to
- 36:59Speaker 1: solve my problem. You still need people. You still need
- 37:01Speaker 1: people like Joel to come and help break down ask
- 37:05Speaker 1: you these questions. But if I'm listening, if I'm the
- 37:09Speaker 1: business owner or I'm you know, a person in charge
- 37:13Speaker 1: of Hey, we're recording this in an early part of
- 37:17Speaker 1: November twenty twenty five, like I'm going to be planning
- 37:19Speaker 1: for next year, or I got to figure out what
- 37:21Speaker 1: the hiring is or I'm going to compensate people, or
- 37:23Speaker 1: what does that look like? What should they start doing first?
- 37:26Speaker 1: What should they what's what? What? What can they start
- 37:28Speaker 1: to be proactive dol in your words, so that they can,
- 37:32Speaker 1: you know, be prepared if they're going to maybe come
- 37:34Speaker 1: and hire somebody like you meet you, but if you know,
- 37:37Speaker 1: they can just be more at least problem aware and
- 37:40Speaker 1: then start to make some moves in the right direction.
- 37:43Speaker 2: Yeah, so you know, being able to understand what your
- 37:49Speaker 2: your turnover you know you have turnover stability of course,
- 37:54Speaker 2: or does it seem like it's taking longer for your
- 37:57Speaker 2: new hires to get onboarded? Are you? Are you seeing
- 38:02Speaker 2: that a lot of complaints going on inside your uh,
- 38:06Speaker 2: your company? I think that's like one of the biggest
- 38:09Speaker 2: things too, is being able to understand the communication and
- 38:12Speaker 2: conversations that are happening. I don't mean my ghosts, you know,
- 38:15Speaker 2: spy on them or send out you know, send us
- 38:19Speaker 2: someone undercover, like an undercover boss. But I do think
- 38:23Speaker 2: being able to be aware that is your culture. Uh
- 38:28Speaker 2: do you feel your culture is psychologically safe? And that's
- 38:32Speaker 2: a big That's a big thing that I think a
- 38:35Speaker 2: lot of companies kind of overlook because they they assume
- 38:37Speaker 2: their culture is hunky dory because they're making money. But
- 38:41Speaker 2: just because you're making money and your business is moving
- 38:44Speaker 2: doesn't mean your workers are necessarily happy or that they
- 38:48Speaker 2: don't think there's things that can be improved. And sometimes
- 38:51Speaker 2: you know, some people can be seen as you know,
- 38:54Speaker 2: aggressive when they don't mean to be. And I talk
- 38:57Speaker 2: about neuro diversion folks that try to bring up very
- 39:00Speaker 2: good points, but sometimes they don't they go about it.
- 39:04Speaker 2: Uh I would don't say the wrong way, but more
- 39:06Speaker 2: too directive a way. And so it's good to keep
- 39:09Speaker 2: open minded about how people are communicating to you what
- 39:13Speaker 2: they're sharing. And if they are sharing some ideas that
- 39:15Speaker 2: even though you may not think they're that great, why
- 39:17Speaker 2: don't you make sure you're writing them down and then
- 39:20Speaker 2: sharing them with your higher the higher managers up there
- 39:23Speaker 2: so that they can decide on it, and then keep
- 39:27Speaker 2: that person informed too about their ideas. It's like, you know,
- 39:31Speaker 2: maybe they you know it may not you may not
- 39:33Speaker 2: feel as it's as valuable, but to them it's the world.
- 39:36Speaker 2: And I think that's something that you know, being able
- 39:39Speaker 2: to communicate back to them, especially if you're hosting regular
- 39:43Speaker 2: uh touch bases with them, to make sure that their
- 39:46Speaker 2: ideas are being understood and felt, and that will help
- 39:51Speaker 2: you know for sure, if you know, if they're just
- 39:53Speaker 2: saying okay all the time, that might be a red
- 39:55Speaker 2: flag right there on all members of your team, if
- 39:58Speaker 2: they're just not bringing forth ideas. They may have ideas,
- 40:01Speaker 2: but they're not willing to do it, so they may
- 40:02Speaker 2: not be feel psychologically safe.
- 40:05Speaker 1: Yeah, that's huge.
- 40:06Speaker 2: That's a huge thing, and I think that's like the
- 40:08Speaker 2: first step to making sure that you're getting the right
- 40:10Speaker 2: communication so you know what's going on in your company,
- 40:13Speaker 2: but also doing like there's reports that you can do
- 40:16Speaker 2: for your metrics to kind of see what if your
- 40:19Speaker 2: your turnover rate is skyrocketing. You know, you see like
- 40:23Speaker 2: you're spending more money on and bringing people on and
- 40:26Speaker 2: getting them trained versus you know, them actually staying. You know,
- 40:30Speaker 2: are you is it taking too long defining roles to
- 40:35Speaker 2: bee filled? Do you feel like you're canceling roles before
- 40:38Speaker 2: actually finding the person who helped with the workload because
- 40:41Speaker 2: the project's already completed now, I mean there's a lot
- 40:44Speaker 2: of things kind of going to it, but anything that's
- 40:46Speaker 2: causing like headaches for people that you know there there
- 40:51Speaker 2: are conversations that you can be looking at and there
- 40:53Speaker 2: are reports you can be looking at, and both are
- 40:56Speaker 2: very important informations to kind of like prepare when you're
- 40:59Speaker 2: going into a new quarter two or the beginning of
- 41:02Speaker 2: the cycle all over again in January. You know, that's
- 41:05Speaker 2: like you you know, being able to know all that
- 41:07Speaker 2: stuff and being I think that's how people can prepare
- 41:11Speaker 2: and if they're not sure. In general, it's like that again,
- 41:14Speaker 2: that's where my little AI assessment thing kind of comes up,
- 41:17Speaker 2: where it'll ask some very important questions you may not
- 41:19Speaker 2: have thought of, and then it'll let you know if
- 41:23Speaker 2: if you follow it all the way through, it'll let
- 41:24Speaker 2: you know the results. And to be honest, it gives
- 41:27Speaker 2: different results all the time because every answer is a
- 41:29Speaker 2: little bit different as it goes into a deep dive
- 41:33Speaker 2: in the frameworks. As far as like you know what
- 41:37Speaker 2: companies are seeing, so definitely highly recommend if you're not
- 41:41Speaker 2: sure about having not if you don't have an HR
- 41:43Speaker 2: person that's familiar with workforce planning or workforce audits, then
- 41:48Speaker 2: something like that would be a good way to kind
- 41:49Speaker 2: of get a good feel for what your company's looking
- 41:52Speaker 2: looks like. And then you know, if you feel like
- 41:55Speaker 2: you need the extra help, like an outside a pair
- 41:57Speaker 2: of eyes to come in and look.
- 41:58Speaker 1: At things that where someone like me comes exactly what
- 42:00Speaker 1: Joel I want to say, Thank you for being on
- 42:02Speaker 1: the podcast. You guys heard it right there. If you're
- 42:05Speaker 1: hiring process feels messy or your team keeps cycling through
- 42:08Speaker 1: the same frustrations. You definitely want to connect with Joel
- 42:11Speaker 1: Schwan Stratify. Will bike sure use all the show notes
- 42:14Speaker 1: are in there if you want to continue to build
- 42:16Speaker 1: on that what Joel's doing and work on improving the
- 42:19Speaker 1: communication and helping your people make sure that these processes work.
- 42:23Speaker 1: Of course, reach out to me to it through your business.
- 42:25Speaker 1: Joel and I work together. We want to integrate what
- 42:28Speaker 1: we're doing to help you holistically and so that you
- 42:31Speaker 1: know you have teaming partners, you have people that come
- 42:34Speaker 1: alongside you. That's what we have the Whole Business Roundtable
- 42:37Speaker 1: podcast so that you're hearing from these experts in the
- 42:39Speaker 1: field that really want to help you succeed in your business.
- 42:42Speaker 1: Whether you're the boat owner or you're the team lead,
- 42:45Speaker 1: we're here for you. We love to have your feedback,
- 42:48Speaker 1: your welcomed reviews on YouTube, Spotify, Amazon, whatever the case
- 43:00Speaker 1: might be. Thank you for being here. We want you
- 43:03Speaker 1: to come back. Thank you Joe for joining us on
- 43:05Speaker 1: the podcast. It was a real pleasure having you today.
- 43:08Speaker 1: Thank you for having me absolutely. Thanks everybody. Until next time,
- 43:12Speaker 1: you will