Latest / Buying Local Podcast / The HR Ninja Lisa Boucher | Buying Local S3E47
Transcript
- 0:00All right, well, welcome back everyone to Buying Local.
- 0:02I'm your host, Mike Nelson from 5 Towers Media, joined today by
- 0:06an old friend. And I don't mean old like World
- 0:09Lisa. I mean, just we've known each
- 0:11other for a long time. A long time.
- 0:14Lisa Balcher, welcome to Buying Local.
- 0:17Very excited to have you. Thank you.
- 0:20I'm excited to be here. Thanks for the invite today.
- 0:22I'm looking forward to it. Yeah, of course.
- 0:25So Lisa, I, you know, I'm trying to think I, I think we met
- 0:29originally through was it B and I back in the 2008 to 10 range
- 0:36maybe. I think we had met briefly
- 0:39before that through something with the chamber and then really
- 0:42got to know each other through B and I.
- 0:44Through B and I, yeah, yeah, yeah, yeah.
- 0:46Chamber tracks we've. I've always been a big fan of
- 0:49the chamber, especially the Adirotinac Regional Chamber.
- 0:51Unsolicited. That would be the one.
- 0:53Yeah, yeah, I've, it's always been a great chamber.
- 0:57I really like it and enjoy it now under Tricia and her team.
- 1:00But it's always been good. Met a lot of great people
- 1:03through it. Yeah, I'm a huge supporter of
- 1:06the chamber. I think they're doing amazing
- 1:07stuff and the growth in it has been great the last few years.
- 1:10So excited to be a part of that. Absolutely, absolutely.
- 1:13And I, I unfortunately I've not been able to get to any of the
- 1:16events the last few months, but I know he has.
- 1:19That's how I. I met him, yeah.
- 1:25Yeah. He gave me a great cold call
- 1:27when he started working for you. He just called me up and we had
- 1:30a nice chat and then we've had lunch and he's gonna.
- 1:32Do bad things? How did he do on the cold call?
- 1:36He was great. He was great.
- 1:38I really like the way he did it. He was like, look, I'm just
- 1:40calling to connect, let you know that we're here and he did a
- 1:43great job, so you're doing well with him.
- 1:44I told him he couldn't have a better mentor in the business
- 1:47than in. Well, you know, I'm trying, I'm
- 1:51trying, but he's, he's a good, he's a good human all around.
- 1:54So I, I like Matt a lot and we're, we're lucky to have him
- 1:56So good. Glad to hear he's not.
- 2:00You know, for the record, when I was cold calling, I don't think
- 2:03that people said nice things about me after my cold calls.
- 2:06So I'm glad that Matt is doing a lot better than I did.
- 2:10You know, that's, that's the goal, right?
- 2:12Do better than your teacher did. Absolutely right.
- 2:14Teach them to be better than we were.
- 2:16Absolutely. Absolutely.
- 2:18That's great. So Lisa, I know God, what were
- 2:22you doing when I when we first met?
- 2:25I don't was it? I was probably working at the
- 2:28accounting firm or the bank when we first met one of the two.
- 2:32Yeah, so long ago. My old man brain does not want
- 2:36to recall. But irrelevant, right?
- 2:38What? What are you doing now?
- 2:39Lisa, tell us. I I was excited to hear about
- 2:41what you've got going on now. Yeah.
- 2:44So back in May, I launched my own human resources consulting
- 2:48firm. I have branded it the HR Ninja.
- 2:51I have been in human resources for over 25 years and in many
- 2:55ways with small business, with non profit supporting my
- 2:58husband's own small business and also have been in the martial
- 3:01arts world for over 30 years and now own my own martial arts
- 3:04school. So that's why I call it the HR
- 3:07Ninja. I do.
- 3:08I do. I am actually registered in
- 3:12Korea with the Mutaquan. I'm a six degree black belt in
- 3:15Taekwondo and I have my own school chartered through them.
- 3:18So I knew that you were Black Belt, and it was funny because
- 3:21when Matt mentioned your name, I was like, hey, you better be
- 3:23careful with her, man. She'll kick your butt, dude.
- 3:25Like, hey, we were laughing about that, but I didn't realize
- 3:29that you had your own school too, so that's exciting.
- 3:32Yeah, it's very small. I don't do a lot of advertising
- 3:35'cause I don't have any other instructors, so it's all me.
- 3:38But I've got about 10 consistent students.
- 3:40I'll have one testing for black belt by the first of the year.
- 3:43She'll be my first process black belt through the school and I'm
- 3:45excited for her. Nice, nice.
- 3:48Yeah, I know we want, I know we want to talk about HR, but like,
- 3:51you know, obviously I really like the martial arts world.
- 3:53How long does it take to get a black belt in Taekwondo?
- 3:56If you are super committed, you can do it in three years.
- 4:00Three years and that's doing like what, like 5 classes a
- 4:02week? Now, 2 to three classes a week,
- 4:05you can be there in three years if you're super committed and
- 4:08you're willing to practice outside of the room.
- 4:11You can't just be those couple of nights a week.
- 4:13So, and this particular student, she's highly committed, she's
- 4:16doing great. She's gonna be amazing.
- 4:18That's awesome. Very cool.
- 4:19Yeah. Well, congratulations on your
- 4:22first graduated black belt. That's.
- 4:23That's thank you. Thank you.
- 4:25It's kind of a. Yeah, it's kind of cool that
- 4:28it's a woman too, that it's a woman owns school and it's a
- 4:31woman that's going to be the first black belt so.
- 4:33Yeah, are are, do you find that most of your students are women
- 4:37at your school or is it a mix? We are heavier on the female
- 4:41side right now than the male, but it in the beginning it was
- 4:44more male and then it balanced out.
- 4:46It just happens to be more female right now.
- 4:48Not intentional, it's just the way it's worked out the.
- 4:51Way it happens, yeah, yeah, yeah, that's awesome.
- 4:54So I guess we know where the ninja part comes in for HR Ninja
- 4:56then. So, so help me understand and
- 5:03our listeners understand, you know, as a, for the kind of
- 5:07service offerings that you do, do you act as like just an
- 5:10advisor or are you an HR or like an outsourced HR department?
- 5:13What kind of things are you doing for for your folks?
- 5:17Yeah, it's a great question. It could be either or.
- 5:19So some of my clients call me, they have a situation, they just
- 5:22need a sounding board. Maybe they have an HR person,
- 5:25but they're not quite as experienced.
- 5:27And so they just need somebody to say yes, you're on the right
- 5:30track, you're doing the right thing.
- 5:32Let's talk through what next steps are.
- 5:34Other clients need projects done.
- 5:36So for instance, maybe they're switching payroll providers.
- 5:40They don't have the time and the ability to really make that
- 5:43happen well and flow through. And I've done that many times in
- 5:46my career. And so I work with old payroll
- 5:48provider, new payroll provider, plus client to seamlessly make a
- 5:52project happen. Or somebody has no HR and they
- 5:55can't afford a full HR person on team.
- 5:58Or maybe they don't need a full 40 hours a week.
- 6:01And so fractionally, I can go in so many hours a week or a month,
- 6:04sit right in their office if necessary, and be their HR hat
- 6:07for them and their employees to bridge that space that they
- 6:10need. So what does an HR person do?
- 6:17I, you know, obviously the, the hiring thing, right?
- 6:19Like people think AR and they think hiring, right?
- 6:23But I know that there's a whole lot more that goes into it.
- 6:25And I know probably most of us small business owners are not
- 6:28doing all the things that we're supposed to be doing with
- 6:31regards to HR. So help me understand all the
- 6:33things I'm not doing that I should be doing, Lisa.
- 6:36Sure, I'll try not to call out anything out here on you, Mike.
- 6:39Don't want to get in trouble. The the reality is what you just
- 6:43said, though. You're so busy starting and
- 6:46running a small business and you're an entrepreneur with a
- 6:48vision and a dream and you're chasing it, but you don't know
- 6:51all the little side pieces that go with that.
- 6:53And you know you need a lawyer and you know you need this coach
- 6:55and you know you need that, but you don't think about HR because
- 6:58you think you're doing it. It's just people.
- 7:00HR is more about hiring and firing.
- 7:03It's about if you're going to offer benefits, what's the way,
- 7:05best way to offer that and what do your people really want.
- 7:09If you're going to have conversations with your team and
- 7:11truly teach them to be a team and what your culture is and how
- 7:14you want to run your team, it's those conversations.
- 7:18It's open enrollments, it's keeping you compliant.
- 7:21Just knowing that in New York State, there are so many small
- 7:24rules that even a small business of under 10 has to follow.
- 7:28As simple as are you notifying people in writing when their
- 7:31wages are going up or down For some reason?
- 7:34We have a lot of small businesses in the area that are
- 7:36seasonal. In one season they get paid one
- 7:38rate and another season they get paid another.
- 7:39Are you making sure you're in writing, telling your folks what
- 7:44their rates going to change and when and what that looks like?
- 7:46So a lot of compliance is in HR that people don't think about.
- 7:52We help look at insurance. What do you have for insurance?
- 7:55Not just health insurance, dental, but actual insurance on
- 7:59your business. I had an insurance license at
- 8:01one point. I have an accounting degree.
- 8:03I've worked in the accounting world.
- 8:05I've got some operations experience, so I can come in and
- 8:07look at the whole and help you figure out what's missing on the
- 8:11HR side. So we we process a lot of
- 8:13paperwork, rewrite a lot of policies.
- 8:15We Polish your handbooks, but there's a lot of training,
- 8:18there's a lot of communication we can do.
- 8:21And so if somebody has a small business and they can't afford
- 8:23an HR person, but they want me a few hours a week, I can be the
- 8:26person your employee comes to and says, I don't understand how
- 8:29my paid time off works. I don't understand how paid
- 8:32family leave works. I don't know what I need to do
- 8:35to grow here. I don't understand how our
- 8:37annual review process works. I can be that person that has
- 8:40the time to really listen and have those conversations.
- 8:45What do you find, or I should say, who do you find that you
- 8:50work the most with right now from like a size and scale of
- 8:53business? Typically 50 and under for the
- 8:57employee size. They tend to have an HR of one
- 9:01or an HR of none. And they have ACFO wearing 6
- 9:04hats trying to keep it all in the air.
- 9:06And they're much more proactive or reactive than proactive.
- 9:10Where I can come in with fresh eyes and say if we tweak a few
- 9:12things here, put a couple extra things in place, this becomes
- 9:15easier and more efficient. I love working in the blue
- 9:19collar space. My husband owns his own
- 9:21construction business. I love those guys because that's
- 9:24where you can have the most open, honest conversations with
- 9:27a human being because they tell you how it is and they're not
- 9:29afraid to tell you how it is and they lay it out for you.
- 9:32Mike, you've been there. And you know, those are some of
- 9:35my favorites. But I also like the office
- 9:37environment because professionals want to come to
- 9:40work and be seen and talked to in a certain way.
- 9:42And especially the generation coming in.
- 9:45People keep saying the young generation doesn't want to work.
- 9:48It's not true. They want to be treated a
- 9:49certain way at your organization.
- 9:51So how do we bring them in to understand what work really is,
- 9:54but help them help us with our culture, to make our culture
- 9:57better as they come in? Yeah.
- 10:00Do you do you find that culture is a lot of how you're working
- 10:03with organizations? Sometimes, yes, sometimes they
- 10:08come to me first and it's more about we need a handbook, we
- 10:10need a policy. There's this new rule out we
- 10:12need help navigating, but it turns into a culture
- 10:16conversation. So a good example is I did a
- 10:19handbook for a woman who has a small financial advisory firm.
- 10:22She now hired her second person. She said, I want to make sure
- 10:26that my employees know what's available to them.
- 10:29I want to have this handbook as a guide book, she said.
- 10:31But I'm afraid when I present it, they're going to think that
- 10:35I'm just giving them rules and they're doing things wrong.
- 10:37She was. So I don't know how to present
- 10:38this, he said this is our opportunity to explain to them.
- 10:42I want you to have a place to go that gives you the guidelines
- 10:45for how we work. I want you to understand the
- 10:47benefits you have so you can use them to the best.
- 10:50And I want our culture to feel like you're getting what you
- 10:53need. And if you don't, you know how
- 10:54to come talk to me. I want our culture to be that I
- 10:58truly support employees 1st and I don't want to have to worry
- 11:01about understanding what they get.
- 11:03And so put it in writing and gave her all the talking points
- 11:07to sit with her staff. And she's creating culture from
- 11:10the beginning by letting them know these policies are in place
- 11:13to support you, to give you the expectations and the milestones.
- 11:17And I want to be there to walk this journey with you.
- 11:21Lisa, how do you handle organizations?
- 11:24And I know it's typically, excuse me, typically smaller
- 11:28organizations, family owned businesses that, you know, quote
- 11:32UN quote, don't want to be corporate and they don't want
- 11:35to, you know, seem like there's some sort of corporation and
- 11:39they don't want to lose that family feel, but they still need
- 11:42some of these things. Like how do you address that
- 11:45concern I guess? A lot of small businesses feel
- 11:49that way and it's funny. People will go, we're a family
- 11:52here and you are and you aren't, right?
- 11:54You're a family to a point, especially if you employ family
- 11:58and you're family owned. But you still have to, at the
- 12:01end of the day, remember these are employees that you're paying
- 12:03and you have expectations for. You can marry those two things.
- 12:07You can give your employees everything under the sun, but
- 12:10you also still have to have expectations set around what
- 12:14they have to give in return. So when you have those honest
- 12:17conversations right from the beginning, from the minute they
- 12:20walk through the door and they start working with you, honest
- 12:23conversations are people hitting their mark?
- 12:25Are they working the way we hope?
- 12:27Are they working the way we expect?
- 12:28How do we want them to treat our customers?
- 12:30How do we want them to treat each other?
- 12:32We can set that from the beginning and build that and
- 12:35still give them everything we want and create that family
- 12:38feel, but still know they have to meet expectations.
- 12:41At the end of the day. People don't like open, honest
- 12:45conversations, but the best conversations we have ever in
- 12:48life are the hardest ones. When we open our heart and talk
- 12:51about the reality of what we all need.
- 12:54And when you can do that for the employee, they then in return
- 12:57know they're safe to come have a conversation with you.
- 13:00They're not worried about getting fired if they need a day
- 13:02off for a kid problem. They're not worried about.
- 13:05Can I really have a conversation about I've stepped up to the
- 13:08plate, but I need more money If that is set up front from the
- 13:12very first few conversations when they come in, we are like
- 13:15family here, but we have expectations.
- 13:17We have to meet. Then those conversations can be
- 13:19had and that comfort level can be there.
- 13:24It's interesting I it's you know, we live in such AI don't
- 13:31want to say just like a policy driven world.
- 13:35I feel like right now, right with business, especially when
- 13:38it comes to the HR component, there's so many requirements.
- 13:42You know, there's the sexual harassment training that you
- 13:44have to do with every employee every year.
- 13:46There's, I know they kicked around this whole retirement
- 13:51thing that you had to provide if you have more than 8 employees.
- 13:54Did they ever actually put that into place?
- 13:57That that is rolling out for 2026.
- 13:59If you have 10 or more employees, you either have to
- 14:03enroll them in some sort of plan or you have to prove you already
- 14:07have a plan available to them. So yes, that is coming out it.
- 14:11It's a great provision because there's so many people that
- 14:15don't have retirement. Employers do not have to put
- 14:18money into this particular system if they enroll through
- 14:21the state. So it's giving people an option
- 14:24for retirement they don't have. What's hard is sometimes the
- 14:27implementation is very difficult for an employer, so they need
- 14:30somebody to walk them through how to make that happen.
- 14:33So yeah, that is one of them. When they came out with required
- 14:37paid sick time, that one's hard to administer and understand
- 14:40that. Luckily a lot of the payroll
- 14:42companies embraced it and they're running it well to make
- 14:44sure it's being done, which is great.
- 14:46But then there's paid family leave, which most small
- 14:49companies don't understand how it works and their employees
- 14:52don't understand how it works and that it's offered.
- 14:55But their employees are paying a small amount every week for this
- 14:58insurance program that they don't even know they have, and
- 15:02they don't know they can use it. Yeah, there, there's a lot out
- 15:05there that gets put in place. It's very difficult.
- 15:08Yeah, it's, it's kind of tough to keep track of it sometimes.
- 15:11As far as the thing like that four O 1K retirement plan thing,
- 15:15it was like, you know, I think they rolled it.
- 15:16They first talked about rolling it out in 2022 I think, or maybe
- 15:21it was a while. Ago.
- 15:22Yeah, yeah, it was a while. Yeah.
- 15:25And then it was like, you know, they kept waffling and changing
- 15:28and, you know, one of the very smooth roll outs for these new
- 15:32policies. But yeah, it's a lot.
- 15:35And, you know, not that running a small business isn't enough
- 15:37already without having to keep track of all that stuff.
- 15:39So now do you, do you work with organizations that kind of like
- 15:43track that make sure it's happening, make sure they're,
- 15:46you know, if they if they have to have it, that they're doing
- 15:49it and that kind of work or. Yeah, absolutely.
- 15:53If they're unsure of what they need to be following and what
- 15:55they need to be doing, or even if they're doing with their
- 15:57payroll company but they're confused on what it is, I am
- 16:00happy to come in and help get all that organized and
- 16:03understood. Help them look at their options
- 16:05and see what they need to do. And you mentioned payroll
- 16:10companies. I know, you know, we use ADP
- 16:13through Caitlin Rositano, and that's been great because it
- 16:16tracks, you know, like for the sick time anyway, it tracks the
- 16:20sick time as we go through, which is nice.
- 16:23I don't know if it tracks the families.
- 16:28It's. Probably taking the deduction
- 16:30out for the paid family leave but it's not explaining to them
- 16:33what it is. There's a great New York website
- 16:37and your insurance provider usually offers information on
- 16:40that as well. And one of my favourites was
- 16:42Shelter Point and an organization I worked at.
- 16:45We used Shelter Point and they have a wonderful website to walk
- 16:48employer and employee how paid family leave works, which is
- 16:52great, but it's not something your payroll provider's gonna
- 16:55help you track and deal with. That's not one of their
- 16:59specialties, right? So that's where I can come in
- 17:01and help you with those leaves, figure out leave for everybody.
- 17:05And and what is family leave? I'm like this is wild to me.
- 17:08I don't even know what it is. I should probably know this.
- 17:12That's a great question. There's two different types of
- 17:14family leave. So there's a federal called
- 17:17family. I'm not gonna, I'm gonna forget
- 17:19what exactly it stands for. It's FMLA.
- 17:22I'm going to throw it with the letter state for just because
- 17:24you specifically asked me, but the federal side is FM LA.
- 17:29FM LA only applies to employers with 50 or more employers.
- 17:33And it's not a paid leave. It's an unpaid leave available
- 17:36for up to 12 weeks based on certain needs for health
- 17:42concerns or disabilities, and you work with your doctor to get
- 17:45approved. And it can be taken
- 17:47intermittently, all at once, whatever it's needed.
- 17:49But that's an unpaid for larger corporations and that's federal.
- 17:53What came out through New York State and it was pre COVID.
- 17:57So I'm going to say maybe 1718 was paid family leave through
- 18:02New York State. It'll cover a few different
- 18:04things. It'll cover the birth or
- 18:06adoption of a child, taking care of a sick family member.
- 18:11There's something in there for leave for if your spouse goes
- 18:15into the military. There's one other than I'm
- 18:19forgetting now. But anyway, there's four things
- 18:21that we'll cover. The one we see the most is care
- 18:24for a family member and or care for a newborn.
- 18:28That allows paid leave up to 12 weeks.
- 18:31You can take it intermittently, but it has to be in a full day
- 18:34or you can take it all at once. Right now it's paid at 67% of
- 18:39your paycheck. It is deducted.
- 18:41There's a small deduction out of your paycheck every week that's
- 18:44going to help pay for that insurance policy, which your
- 18:46employer is also paying a portion of, typically through
- 18:50the same provider that you're buying your disability insurance
- 18:52for. So it goes side by side and paid
- 18:57family leave is in place to pay you when you need to take that
- 19:00time off from work and the employer has to provide you work
- 19:04when you are back. I've seen most people take it on
- 19:08an intermittent basis, not all at once, and it's really nice
- 19:11that they can do that way. So for instance, if you're a new
- 19:14parent, you can take every Friday off or every Thursday and
- 19:17Friday off for within the first year of that baby's birth up to
- 19:2112 weeks of time, which is beautiful 'cause you can slowly
- 19:24come back to work plus do some of your own child care and not
- 19:27just through your child into child care.
- 19:29So paid family leave is a beautiful law they came out
- 19:31with. It can be very hard to
- 19:33understand when it's used, how it's used, how to put the
- 19:36paperwork together, which is where the employee and the
- 19:39employer sometimes stumble and need help.
- 19:41And I can help with that stuff. Yeah, OK.
- 19:46I mean, yeah, obviously I'm stumbling.
- 19:47I didn't even know that it was a thing so.
- 19:51I can help you. And I know, and I'm obviously
- 19:54paying for it, it sounds like so.
- 19:56You are. What other kinds of things do
- 20:01you see out there, Lisa, that you know, small businesses or
- 20:04even larger sized businesses are probably not doing that they
- 20:08should be doing? Oh, that's great there.
- 20:11There's so many things, Mike. I think sometimes we are
- 20:15assuming what our employees want and not really asking them.
- 20:20And I've been in this scenario where as a team leader you're
- 20:23thinking, this is what my people need.
- 20:25I know what we need to bring in. Let's plan this training.
- 20:27Let's plan this benefit. Let's bring it in.
- 20:30And they're like, yeah, that fell flat.
- 20:31That wasn't what we needed. And so it's how do we get the
- 20:35information out of employees? Because lots of times employees
- 20:38are afraid to tell us what they think, even though we're truly
- 20:41want to know. They're afraid that it's going
- 20:43to get them in trouble or create a problem.
- 20:45So I think one of the biggest things I see is just true
- 20:48communication out there between employees and employers, and how
- 20:51do we have open, honest conversations where everybody's
- 20:54in a safe space? I've done it by just going out
- 20:57and looking for employees and having conversations with them
- 21:00and building that trust in that relationship so when the time
- 21:03comes, they know they can come to me.
- 21:05But the big thing we have in our hands these days are surveys and
- 21:09putting information out to employees.
- 21:11Sometimes we're giving amazing things like we just talked about
- 21:14paid family leave. They don't understand they have
- 21:16it or how to use it. So most of the time when we
- 21:20implement a policy, when we create a new benefit, when we
- 21:24bring in a change of some sort, it's not about what we've
- 21:27brought in or haven't brought in.
- 21:28It's how we're communicating with employees and how do we
- 21:31break down that barrier and have real conversations and honest
- 21:35conversations and train our leaders to have those
- 21:38conversations. So many people are put into
- 21:40leadership positions and they're not giving the tools to succeed,
- 21:44to have these conversations, to be that bridge.
- 21:46I think that's really at the end of the day, every problem or
- 21:49situation that's brought to me comes down to communication and
- 21:52how we're talking about things. So if you come to me and tell me
- 21:55I got all these employee issues, well, why?
- 21:57Well, it it comes down to what are the meetings you're having?
- 22:00What are the communication you're having?
- 22:02People aren't using the benefits.
- 22:03I don't understand why they don't understand what the
- 22:06benefits are. So how do we train them better?
- 22:08How do we have better conversations?
- 22:10It just really at the end of the day, it comes down to those
- 22:12relationships. You know, as you're talking
- 22:16about that, I, it makes me think about, you know, my current
- 22:21state of our company. You know, we're small business,
- 22:23half a dozen employees and every one of my employees is out
- 22:28straight. I'm out straight as the business
- 22:30owner. We're all wearing multiple hats.
- 22:33And even though we're trying to simplify some of our product
- 22:36offerings to make things a little easier on us and on our
- 22:40clients and do a better job on everything, right?
- 22:45You know, one of the challenges is, you know, we, we have a
- 22:48weekly meeting on the calendar every week.
- 22:51Typically I'm the one that cancels that meeting because
- 22:54there's so much happening and they, you know, pulling
- 22:57everybody into a meeting for an hour to 90 minutes is I know
- 23:00every one of them's like I'm so busy.
- 23:02I don't want to go to this meeting.
- 23:04And I have that same feeling like, but it's a, it is a good
- 23:08place where we're able to communicate with each other and,
- 23:10and have conversations that we might not be able to have.
- 23:13Do you, I mean, other than just gutting it out and doing the
- 23:17meeting, like do you have any kind of advice for how
- 23:20organizations that are small like mine can communicate on a
- 23:23more efficient basis without having to suck everybody's week
- 23:28away with meetings? I think there's a time for a
- 23:32meeting, there's a time for an e-mail, there's a time for a
- 23:35phone call, there's a TAC time for whether it's Slack or Teams,
- 23:40constant conversation. That can work, right?
- 23:44So do I need to talk to you immediately?
- 23:46It's probably a phone call or a text to say, hey, can you talk?
- 23:50Do I just need an answer By the end of the day?
- 23:53Maybe I know you check Teams more than you look at e-mail.
- 23:56So I send you a Teams message. Do I need the whole team to know
- 23:59or do I need one person to know? What I will say about team
- 24:03meetings is if you as the leader continually cancel, you're
- 24:06setting the example that they're not important.
- 24:10So if they feel you don't think they're important, they now
- 24:13don't think they're important. So they think they can easily be
- 24:15like, Mike, I can't do this meeting.
- 24:18What is the purpose of your meeting?
- 24:20What do you really drill down and talk about and what do you
- 24:23take away from the meeting? If your meetings are just being
- 24:27together and talk about what we're doing for the week and
- 24:29then we walk away, it's probably not good use of all your time.
- 24:34That could be a slack, hey, here's where we're going to be.
- 24:36This is my schedule this week. If your meetings are about I'm
- 24:40struggling with how do you support me?
- 24:42Is this meeting our end goals? Is this meeting what we what we
- 24:46said we wanted to meet for our goals for September, for the
- 24:48quarter, for the year. Then those are meetings you need
- 24:51to be having because that creativity that comes out, that
- 24:54conversation is very, very important to keep your
- 24:57organization running further. So I think you as a team have to
- 25:01sit down and agree, What will our meetings be about?
- 25:03How will the agenda run? How long will it be, and how
- 25:06will we stick to our agenda and what we want to do?
- 25:11I can tell you I'm going to give Wendy Waldron a plug.
- 25:13I'm sure you know Wendy. Yeah, yeah.
- 25:16With the EOS method, if you'll take nothing away from what
- 25:20Wendy teaches, that level 10 agenda is one of the best things
- 25:24I've ever seen implemented in a business.
- 25:27I would, I would recommend if you guys are struggling, look
- 25:29into that for sure. But you come together as a team
- 25:32and agree on what your meeting's going to be and what you're
- 25:35going to take away from it Because if you're having a
- 25:36meeting to have a meeting, it's pointless and don't have the
- 25:39meeting before the meeting to talk about the meeting and then
- 25:41the meeting after the meeting to discuss the meeting.
- 25:44Then nobody wants that at the end of the day, right?
- 25:47And the other thing I would say is employers never want to hear
- 25:51this, but when was the last time you looked at the size of your
- 25:55team, the responsibilities everybody had and said, do we
- 25:58have enough team members? And everybody will say to me, I
- 26:02can't afford another team member.
- 26:04Can you afford to lose 1 because you're overworked and
- 26:07overwhelmed and they never feel like they get enough done?
- 26:12What will the revenue difference be if you brought another team
- 26:15member to open up those other people's schedules to do more of
- 26:18the things you really need them to do?
- 26:22Yeah, that's, I mean, that's one of the bigger challenges I think
- 26:25all small business owners face, right, is you hire someone.
- 26:30But I'm, I'm, it's more about fear than it is really about
- 26:32affordability, right? Like especially depending on
- 26:35what you do. You know, I just I just
- 26:37interviewed Joe Cerrone. If you know Joe from over at
- 26:40Cerrone Plumbing and Heating, I interviewed him on our Blue
- 26:45Collar Startup podcast and we were talking specifically about
- 26:48scaling and growing your business.
- 26:49Because for people that don't know Joe or that business of
- 26:53where he's taking it in the last 10 years from really kind of
- 26:56coming in to work with his dad and then taking the reins, he's
- 26:59done a fabulous job of growing that business.
- 27:02And, you know, I joked with him, I'm like, from the outside, Joe,
- 27:05it looks like it's been nice, slow, controlled growth, you
- 27:08know, very smooth. And he, he was like, yeah, it
- 27:11might seem that way on the surface, but, you know, one of
- 27:14the things he talked about that I really liked was when you're
- 27:19hiring people to try to, in the beginning at least start to hire
- 27:22people that are going to be revenue generators and get so
- 27:26that way, it makes it easier, right?
- 27:28Like you feel better about hiring someone that's going to
- 27:31help you increase revenue than, say, hiring administrative staff
- 27:35that are going to, you know, not necessarily increase revenue
- 27:38directly. They may do it by taking things
- 27:41off your plate. But he said that that was
- 27:45helpful for him and that, you know, focusing on hiring like
- 27:48service techs as an example that he could put out there at a
- 27:51billable rate. He was like that.
- 27:53That was that was nice. But at some point, he still had
- 27:56to bite the bullet, right? And hire some administrative
- 28:01people that sooner or later you just got to do it.
- 28:04Yeah, it's a hard balance, but but I agree with what he's
- 28:06saying is if you can bring in the billable money first, then
- 28:10you can feel a little more comfortable bringing in that
- 28:12admin person who's going to support the people out making
- 28:15the money. And it frees them them up for
- 28:17more admin so they can keep going and doing the thing right.
- 28:21So I totally agree that's a great idea.
- 28:23But yeah, eventually you have to staff well or you will lose
- 28:27those staff members and and they won't tell you.
- 28:30They'll just get so tired and so burnt out that they'll just walk
- 28:34in one day and be like, dude, I'm done.
- 28:35I can't do this anymore. And I've already got this other
- 28:38idea or opportunity and I'm out so.
- 28:42Yep, that's a tough one. I think we've all been there.
- 28:46Yeah. And you lose people lose good
- 28:48people that way sometimes. So it's, it's a challenge.
- 28:51Yeah. What?
- 28:53So outside of that of that side, you know, obviously it's funny
- 28:57that you mentioned earlier too that like the CFO ends up having
- 29:01to deal with, I don't know why we do that to CF OS, right?
- 29:04Like we always put the HR function under the CFO, which is
- 29:08kind of laughable, right? Because a lot of great CF OS are
- 29:11not at all people oriented. So like, you know, putting them
- 29:15into that HR role as well as always kind of funny, you know,
- 29:21obviously that's kind of like why you exist though, right?
- 29:25Is so that people that maybe they do have ACFO, maybe they
- 29:28don't, maybe they're doing the CFO stuff and the HR hat.
- 29:31So you're really that that outsourced solution is that, is
- 29:35that fair like? Yeah, I think when you look at
- 29:38really good entrepreneurs and business owners, when they first
- 29:42start, they're the ones in the trenches.
- 29:44They're doing everything and they have to because financially
- 29:47they have to to get it off the ground.
- 29:49But at some point if they can't stop back and truly be the CEO
- 29:53and the visionary and they're doing all the admin, how do they
- 29:56truly grow their dream to what they want it to be, right?
- 29:59I go back to the old Jack Walsh adage of I surrounded myself
- 30:03with people smarter than me that had the expertise I didn't have.
- 30:06And that's what you really need to do in business is what are
- 30:09the parts and pieces you can't do and who do you bring in to do
- 30:13that for you? So for instance, when I started
- 30:15in business with my background, I probably could have set up my
- 30:18LLC, done all my contracts, everything myself, but that's
- 30:21not my expertise. So I hired a lawyer and I hired
- 30:24an accountant to do those things for me.
- 30:26Same idea for a small business owner.
- 30:28Lots of times we lean on the CFO because they're really smart and
- 30:31they're really educated and we know they're just going to make
- 30:33it happen because your numbers person never let's anything fall
- 30:37through the cracks. They make sure things are done.
- 30:40But as I talked to somebody who's ACFO recently, she said to
- 30:43me, I need you to help me with this client.
- 30:46She's a fractional CFO for this client.
- 30:49She said he's growing at the speed of light and he's just so
- 30:52far ahead of me. I cannot keep up with him.
- 30:55And HR is not my specialty. So I need you to bring him the
- 30:58compliance side of HR so we keep him compliant and in business as
- 31:02it grows. And I think that's what's hard
- 31:05is, you know, you need to spend the money on it, but it's hard
- 31:08to get yourself there and let go and let somebody else do it.
- 31:12But it's like interviewing an employee.
- 31:13You interview the people and if they're the right fit and the
- 31:16right mindset, then they're going to help you grow in
- 31:18exponential ways you never would have seen coming.
- 31:21You know, that just triggered a question too, Lisa.
- 31:25So like thinking about the hiring process and, you know,
- 31:29obviously as an HR outsourced HR solution, you're probably going
- 31:32to be involved in some fashion with the hiring process.
- 31:36And do you do actual interviews for your clients?
- 31:39Yeah. Yeah, interviewing is actually a
- 31:42fun thing to do. Yeah, I love.
- 31:44Yeah, well, for some of us, some people hate it.
- 31:47Because they really. Yeah, I love people and I love
- 31:51getting to know people. And I'm my husband will tell you
- 31:54I'm extremely curious and I will ask a lot of questions to the
- 31:57point where you're like, that's just enough.
- 31:59Just stop talking to me. And he'll kid me.
- 32:03He'll tell me. But like, she can talk to a door
- 32:05knob. I swear to God I will talk to
- 32:06anybody. What do I like about?
- 32:10I know eventually I want my own, but I'm not.
- 32:12I just don't have the brain power for it yet.
- 32:14Mike, it's trust me. I've already figured out what it
- 32:17will be called. It's going to be great.
- 32:22Interviewing is really just about getting to know people and
- 32:25finding out how they work, right?
- 32:27And if you, somebody taught me early on in my career, if you
- 32:30ask a question and you sit back and you're quiet long enough,
- 32:33they'll tell you everything you need to know about them because
- 32:36the interviewee is very nervous and they're going to fill quiet
- 32:39space with information. And so think about your podcast,
- 32:44right? Like there's moments you're
- 32:45like, oh, I was hoping they were going to keep talking, but they
- 32:47stopped. If I'm quiet for a second, will
- 32:49they keep talking? And it's, that's just how the
- 32:52people work. When they're nervous, they'll
- 32:54fill a silent space. And so I love getting to know
- 32:58people, talking to people. And for me, when you're
- 33:01recruiting for your business, it's not just about the position
- 33:03in front of you. It's what else are we going to
- 33:05have in the future? Because this may be a candidate
- 33:08I want to keep in touch with because I want to put them into
- 33:10something else. And so a good example of is that
- 33:14is we interviewed somebody for a position and they didn't quite
- 33:18fit the position, but they knew it was somebody that needed to
- 33:21be part of this organization. And I went to the CEO and the
- 33:23operations director and said, I don't know what else we need but
- 33:27me, we need this person on our team.
- 33:28How do we find a space for them and sat down and put our heads
- 33:32together and said, we need to hire this person to do XY and Z.
- 33:35That is her expertise brought her in and she brought so much
- 33:39value to the organization and is still there and growing in that
- 33:42role. You have to look past what you
- 33:46need in the moment and or connect them to somebody else.
- 33:49I've connected them to other employers before and said, I
- 33:52know you didn't get the role here, but you should look over
- 33:54here. This person has a roll open that
- 33:56I think fits for you and helped people find jobs elsewhere.
- 34:00I just think it's our job in recruiting, whether we're with
- 34:02an employer or or a recruiter or consultant, to help people find
- 34:06their fit in this world. That's fair.
- 34:11And so I'm just curious, you know, obviously when small
- 34:15business owners like myself, we have a really tough time letting
- 34:20go of control of things. And you know, it's I think over
- 34:25the years I've heard so many small business owners say the
- 34:28words like I'm just going to do it myself, like no one can do it
- 34:31like I do it. So how do you bridge the gap
- 34:34between control freak business owner like myself?
- 34:39I'm in recovery on that. I want you to know, Lisa, I'm
- 34:41trying really hard. I'm.
- 34:42Glad to hear. That, you know, but I definitely
- 34:46earlier in my career, you know, say 10 years ago, I definitely
- 34:49was like, really, it was really hard for me to let go of things
- 34:52like this because you're not, you know, someone else isn't
- 34:56going to ask the right questions.
- 34:57They're not going to know who's going to be a good fit for our
- 34:59team. They're not going to know what
- 35:00I'm looking for in a, in a candidate.
- 35:03How do you bridge that gap with your clients?
- 35:08Listen, first of all, if I don't know you well enough, I can't
- 35:11bring you the right candidate. So I have to have a long
- 35:13conversation with you before I ever start recruiting for your
- 35:16business because I do need to know what are your expectations?
- 35:19What are the personality traits? What are the things you really
- 35:22need? We can teach skills all day
- 35:25long, but we can't treat, we can't train the personality you
- 35:29need and the the God-given traits in that person that you
- 35:33need on your team, right? We can teach the skill.
- 35:36You can teach somebody how to do a podcast, but can you teach
- 35:40them how to be a good interviewer?
- 35:42Maybe, maybe not, right. So that's the first thing is I
- 35:45have to get to know you really, really well as a client and
- 35:47interview you first. And then maybe the first time I
- 35:51recruit for you, you, we do it side by side so you can see what
- 35:54I do and you're comfortable with.
- 35:56Hey, I do think I can hand this over to her, but you also have
- 36:00to look at what can you be doing with your time that better grows
- 36:03your business, makes you money, versus what is it costing you to
- 36:08be the one in the room for eight interviews, to fill one position
- 36:11And you're spending 24 hours on that process.
- 36:15Is it worth it to you, right? Or is there a better use of your
- 36:19time for me to bring that person in and I bring you two final
- 36:22candidates that you meet with and then you pick the final
- 36:24candidate. We don't leave you out of the
- 36:27process. We put you in the correct part
- 36:29of the process. That's fair.
- 36:34Yeah. It what it's such, for lack of a
- 36:36better term, it is a time suck. Hiring is like, I'm, I'm going,
- 36:41yeah, I'm trying to hire 2 positions right now.
- 36:44I've got it. And we have a it's not a short
- 36:46interview or hiring process. We have a 15 minute phone call.
- 36:50We have a first interview, a second interview.
- 36:53There's a, a test that we give most candidates depending on
- 36:56which role they're coming into. And then, you know, job postings
- 37:01and like, it's a lot of work. Yeah.
- 37:04And, and how are you focusing on the main goals of your business
- 37:07when you're spending your time on that?
- 37:09And when are you sleeping, Mike? Because I know you're you're not
- 37:11sleeping to make it all happen. No, I that's just it.
- 37:14I'm on my laptop until 8/9, 10:00 at night depending on and
- 37:19then back up at 5:00 in the morning.
- 37:21So it's, it's a lot. Yeah, that's what I'm saying.
- 37:23Like hiring it is, it's a lot of work.
- 37:26And I like, I think, and this is not to my benefit, it's probably
- 37:32to my detriment, but I like, I tend to put off hiring for
- 37:35positions as long as I can because the process is just so
- 37:39awful. It's almost like hiring people.
- 37:43What's that? It makes it more painful for you
- 37:46because you've already put it off for so long, you're behind
- 37:49the 8 ball and getting done what you need done.
- 37:51But now it's painful because you're in a rush to do it and
- 37:54you want to get it done as quickly as possible to fill the
- 37:56position. Whereas if there were steps
- 37:59before that and somebody was taking over, I mean, just
- 38:02posting and gathering resumes and sorting through resumes
- 38:05alone takes you how many hours that somebody else could do for
- 38:09you and say these are the top 10 candidates we should talk to.
- 38:13Yeah, yeah, it's, it's a lot of time.
- 38:15I mean, I, you know, to your point, yeah, I definitely put it
- 38:19off and then like, but I'm also very structured and like, I will
- 38:24not allow myself. So the week that I'm doing those
- 38:27first 15 minute phone calls, I will not allow myself to
- 38:30schedule anyone for their first interview.
- 38:32I have to get through all the phone calls first.
- 38:34Like, and even though I need to hire that person now, I have to
- 38:37like force myself to drag it out because otherwise I'm going to
- 38:41rush and make a bad decision. And I it, but there's this, this
- 38:45little devil on my shoulder that keeps going, oh, just hire that
- 38:50person. You know, I'm like, no, I got to
- 38:53wait because I'm going to hire that person and then an even
- 38:55better candidate's going to come along because I just wasn't
- 38:57patient enough. But.
- 39:00Well, in in the old, yeah, the rule is hire slow, fire fast,
- 39:04but you don't want to hire so slow that you're losing
- 39:07candidates. So if you don't have enough time
- 39:09to really get them through the process quickly and well, you
- 39:12could lose really good candidates that way too.
- 39:14And I've seen that happen. Yeah, yeah, yeah, for sure.
- 39:19And firing is just awful. I hate firing.
- 39:21Do you fire people, Lisa? Yeah, it's never fun.
- 39:25And how I walk, I walk into it a couple of different ways.
- 39:28And so I was just having this conversation on LinkedIn with
- 39:31somebody. First of all, most likely the
- 39:36person you're firing has made decisions to put themselves in
- 39:39this position. Rarely is it truly we're out of
- 39:42money, we're out of funding. It's rarely those things.
- 39:45And if it is, those people see that coming.
- 39:47Most of the time they've made decisions to put them in this
- 39:49place. So you have to remember that,
- 39:53yes, they've made decisions that put in them here.
- 39:55However, it is a human in front of you, right?
- 39:57And every one of us in our lifetime has probably been fired
- 40:01from something. We've all been there.
- 40:03We know what it feels to be on the other side.
- 40:05You have to bring the human side of that to the table.
- 40:08Be willing to deal with tears, be willing to listen, be honest
- 40:12about why they're being let go. When you look at somebody and
- 40:15say, well, it's just no longer a good fit here.
- 40:18They know there's another reason behind it and if it really is a
- 40:21good fit. Be honest, Say the skills we
- 40:24thought you had aren't fitting what we need here.
- 40:26The role is changing because of this or that.
- 40:29We've tried to send you to training, it didn't work.
- 40:31You're not meeting your quotas. We feel like maybe this isn't
- 40:34the right industry for you, whatever it might be.
- 40:36Or you blatantly disregarded the rules three times and we've had
- 40:40this conversation and now you're done.
- 40:41And this is the reason we're letting you go.
- 40:44It is actually more kind to be honest than to hide the reason
- 40:48why you're letting somebody go at the end of the day.
- 40:51And I think that people are so afraid of that hard conversation
- 40:55that they make it worse. I have literally had people hug
- 40:58me, cry and say I hate that I'm leaving, but thank you for
- 41:02everything you did for me while I was here, which tells me I at
- 41:07least did it in it in a human and a compassionate enough way
- 41:11that they understood that I tried everything.
- 41:15And so that's what I do. I cry after I fire people.
- 41:18I'll be completely honest. I practice the conversation.
- 41:21I do, Mike, I'm a crier. People don't know that I hold it
- 41:25well, but I'm a crier. I come by it naturally.
- 41:28My dad is a crier. If you've ever met my dad,
- 41:30you'll see him cry at some point.
- 41:34But I also at the end of the day, have gratitude that I'm the
- 41:38person that gets to have the conversation.
- 41:40So I know it's done well and with compassion.
- 41:43Yeah, yeah, it's, it's just so hard.
- 41:47It's obviously it's probably the worst point of someone's
- 41:50employment, right, when you have to terminate, terminate them and
- 41:53have that conversation. But also from an employer
- 41:56standpoint, I'm also like, I don't know if I'm going to say
- 41:59something that's going to get me sued.
- 42:01Like I don't, you know what I mean?
- 42:03Like it's just, it's just a, it's bad all around for
- 42:07everybody involved. And to your point, like
- 42:09typically, I mean, we have had to have to let people go in the
- 42:12past because we overstaffed and got on the wrong side of the,
- 42:17you know, equation and, and had to slim down our staff because
- 42:21of that, which was bad business decision on our part to get
- 42:26that, you know, to get that fat with employees, so to speak, as
- 42:29they say. But also we've had to terminate
- 42:31people because like they're a bad apple and their attitude was
- 42:37poor. And it's like, you know, having
- 42:38those conversations, it's just like, yeah, yeah.
- 42:43No, it's never fun, right? And, and people laugh at me.
- 42:46We don't have children, but I've taught children and I have
- 42:48nephews and a niece. I've worked with enough
- 42:50children. Having employees is sometimes
- 42:52like having children. Oh yeah, for sure.
- 42:55If we don't have boundaries and expectations, how do we have
- 42:57these conversations to say you're outside our boundaries
- 43:00and expectations and you're here or you're not based on that
- 43:02decision you're making? Yeah, yeah, it's I definitely
- 43:07all the time. I mean, I, I think about my
- 43:09employees like they're my children.
- 43:12And I don't mean that condescendingly.
- 43:14They're just, I mean, also coincidentally, most of my
- 43:16employees are like 20 years younger than I am.
- 43:18So it's like, you know, they're all to me, they're all about
- 43:21kids, you know? Yeah, but you know, but you care
- 43:24about them and, and you're, you nurture them and help them grow
- 43:28just like you do kids. I mean, there's, there's a lot
- 43:30of similarities there, but. Yeah.
- 43:32And and that's what I liken it to.
- 43:34I don't mean it in a condescending way either.
- 43:35I mean it in a way of we want what's best for them.
- 43:38So we nurture those relationships, but we always
- 43:40give them boundaries and expectations.
- 43:42That's how they grow and they within the organization the way
- 43:45we need them to. And if they can't meet those
- 43:47boundaries and expectations, it's a clear sign for all of us
- 43:50that they're just not the right person to be in our
- 43:52organization. Yeah, that's a tough one.
- 43:55I know we're getting short on time, Lisa, but I, I'm just
- 43:58curious because we've, you know, we have talked about like right
- 44:01fit and culture and I know a lot of that stuff kind of gears
- 44:06towards vision and mission and values for the company.
- 44:10Do you get into that type of work with your organizations if
- 44:13they don't have a clear mission, if they don't have a clear
- 44:15vision or company values? I will a little bit if they need
- 44:20a help with it, but if it's a big project they're going to
- 44:22take on, that's more of a, that's more of a Wendy Waldron
- 44:25business. Consultation.
- 44:26That's more of an AOS thing. Yeah, You know, definitely would
- 44:30help them, like, come up with what are the words that you
- 44:33think you want your vision and mission to surround when it
- 44:35comes to the employee side? And so when I set up my own,
- 44:39they really were more pulled from my martial arts career than
- 44:42they were from my work career. And the biggest one for me is
- 44:45integrity and just always doing the right thing no matter what's
- 44:48happening. And I teach my students and I
- 44:51tell people in the world, integrity is doing the right
- 44:53thing even when nobody's looking.
- 44:55You make a mistake, you won't do it.
- 44:57You see something that needs to be done, you pitch it and lend a
- 45:00hand. And we never have egos and we're
- 45:02never too big to do anything. I mean, the last organization I
- 45:05was with for 12 years was a non profit.
- 45:07I was the HR director. But most big events I was behind
- 45:11the scenes taking out garbage and serving water because that's
- 45:14where they needed somebody the most.
- 45:15And it was never beneath me. I, we had kitchen help quit and
- 45:19I went out and mopped floors. Like when you get to a point
- 45:24where that's all beneath you, you've missed the whole point of
- 45:27serving people in this world. Yeah, whatever it takes, right?
- 45:31Whatever it takes. Keep cooking bottle washer.
- 45:35That's right, that's how we all start.
- 45:38So, so Lisa, people want to learn more about HR Ninja.
- 45:42They want to connect with you. Where do they find you?
- 45:45On the old Internet. Yeah, best place is LinkedIn.
- 45:48I'm on there the most Lisa Boucher or Lisa Voucher
- 45:53consulting. Either way you'll find me.
- 45:55It's very easy, easy to find Lisa Voucher and it's got the
- 45:57little ninja suit in between my name so you'll see it on there
- 46:02or my website lisavoucher.com very simple.
- 46:05OK, that's perfect. LinkedIn website.
- 46:10Lisa, thanks for that's easiest way.
- 46:12Thanks for coming on the show. It's great to catch up with you
- 46:14and hear about what you're doing.
- 46:16Thank you, it was good to see you and catch up after so long.
- 46:20Yeah, I know I and like we talked about before we start
- 46:22recording, you know, next time we'll we'll have you out to the
- 46:24farm and we'll we'll give you the we'll give you some eggs.
- 46:30I. Love fresh eggs.
- 46:33Nothing like a good fresh egg. Oh my goodness.
- 46:36I don't want to touch the chickens though.
- 46:38There's a whole chicken story I'll share someday.
- 46:40Someday that when you come out to the farm, we'll make sure you
- 46:43share the chicken story. I will share the chicken story.
- 46:47Oh, awesome. Well, thanks again, Mika.
- 46:48I appreciate it. And of course, thanks everyone
- 46:51for listening. You know, you can find us on
- 46:53Rumble, YouTube, Spotify, Apple and of course every one of our
- 46:57episodes on buying local dot US, you know, please like and
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- 47:07leave us a five star review, of course, and you'll hear from us
- 47:11next week, everybody. Thanks for listening.