VHMA 2013 Annual Meeting and Conference September 26-29, 2013 The Westin, Charlotte, NC The Healthy Workplace: A Team Approach to Better Culture, Medicine and Business Guest Speakers: Bash Halow, BA, CVPM, LVT and Brenda Tassava, CVPM, CVJ The Healthy Workplace: Sharing Information and Data to Involve the Team Fear. It’s not very psychologically healthy to walk around in fear all day, or to live in fear that you might lose your job. The only way to lessen fear in others is to keep them as informed as to what’s happening as possible. This is why open book management is so important. The more you can involve the team in the practice’s health, financial and otherwise, the healthier a workplace you will create. How does one go about sharing data with a team of people without making everything about money? Because, let’s face it----if the team believes the only reason they are privy to this information is to better the bottom line, then they will most likely be turned off by your words. It is perfectly reasonable and appropriate to talk money with your team, but you must balance it with your Mission Goals that go back to patient and client care, employee well being, a healthy workplace culture, and quality veterinary medicine. The team needs to understand that in order to fulfill your Mission Goals, you must be able to make a profit. Going back to the opening idea of fear in the workplace. We’ve been in plenty of practices where team members seemed to be walking on eggshells. These places smelled of fear. In most cases, the owners were trying to improve the bottom line and had made it known that costs needed to be cut and revenue needed to be increased, and there were lots of reminders everyday to this effect. The missing piece, that left the team running scared? They had no idea if their jobs were on the chopping block as a way of tightening the belt. They had no clue as to where the practice’s finances were, and were only hearing one side of things, leaving them feeling extremely unsettled. This approach has the effect of Chicken Little running around town telling everyone the sky is falling. It creates fear and breeds insecurity. When you have this combination, your team cannot perform. Therefore, your practice will only suffer. You need to balance your goals for cutting costs and increasing production with a look at where the practice is now, and the reassurance that everything is fine, but we need to do better. Your team members can see what the practice brings in on a daily basis. To an hourly rate employee, a business that collects several thousand dollars each day may seem to be swimming in cash. This stilted perception may be causing negative morale and unfounded envy of the amount of money the “owner is raking in”. Have you taken the time to explain the P&L (profit and loss statement) to your team members? If not, then you should do so immediately! Not only will your team feel empowered and informed, but they will most likely rise to the occasion and become a driving force behind making the bottom line healthier. 1 A P&L can be complicated, so let’s break it down so that it makes more sense, in nice even numbers for demonstrating to your staff what really happens to the money that comes in each day. Let’s say the practice generates $100,000 in a single month. That is a lot of money! But how does it breakdown? Let’s use a single dollar bill as the equivalent of that $100,000. Let your team know where every penny of that dollar really ends up at the end of a given month. Inventory and laboratory costs? That’ll be twenty cents (20%) of your earnings. Need to pay the staff, don’t you? There’s another 45 cents (45%). Don’t forget about your benefits, rent, utilities, insurance, advertising, telephone, Internet, and all the other little things that add up. When it’s all said and done, the owner’s take is anywhere between 10 and 15 cents. That’s not so bad, right? That’s the equivalent of $10,000-$15,000! A lot of money each month, right? Not so fast---we can’t forget the owner probably has a loan to pay on the business, along with interest. And then there’s his or her student loan debt to become a veterinarian in the first place. By the time it’s all said and done, the practice owner probably has 3 or 4 cents to take home. Doesn’t sound like anyone’s rolling in the dough now, does it? This type of conversation and demonstration can really ignite a team towards improving the bottom line for all the right reasons. We’ve seen teams rally behind their owners, finding practical ways to cut costs, and driving compliance in a positive manner. This also lays the foundation for setting goals and sharing data in a more productive manner for the practice team. There are several KPIs that the team should be made aware of on a regular basis. They include: Compliance rates for flea/tick/heartworm production sales Compliance rates for recommended dentals New clients gained each month, along with the goal for monthly new clients Fecal compliance rates for annual exam visits The percentage rate for positive endoparasites from fecal exams in the practice Setting positive growth goals in these areas, while focusing on improved patient care and score boarding the team’s success keeps everyone on track. When individuals feel they are contributing to something valuable, they gain job satisfaction and happiness. Employees want to feel uniquely good about what they do, and what could be more fulfilling in a veterinary workplace than raising the standards of care for every patient they care for? The Healthy Workplace: Work Life Balance Priorities Work life balance is a phrase that seems to be on everyone’s lips these days. Young associate veterinarians are asking about the quality of work life balance before negotiating their salary. We are losing valuable technicians, who leave our profession due to the lack of work life balance they have encountered. Why is this an issue when we have practice owners who have spent their careers working night and day to build their practices? Why should they have to tolerate this “entitled attitude”? Work life balance isn’t an entitlement, nor should it be perceived as one. History and generational tendencies have shaped our attitudes in this area, creating a need for work life balance and quality of workplace culture. 2 Let’s take a look at the generations we have in today’s veterinary workplace: The Boomers are ages 49-67, and make up a great number of practice owners today who have spent their lives working hard, getting ahead and striving to be the “best”. They may have worked 70+ hours each week, for years to build a successful practice. Making themselves available to their clients at all hours of the day and night, their marriages may have been strained and their children might have grown up before they knew it. The Gen-Xers are ages 24-48, and make up the smallest generational group in the world today. The first “latch-key kids”, these adults crave freedom and independence. Some may even have developed into “helicopter parents” to make up for what they missed in their own childhoods. The Millennials are ages 13-33, and are 80 million strong! The “me” generation has a fierce drive for achieving work life balance. They want it all, as long as quality of life is the measure of success. Relationships with their friends and family are a high priority. So, what’s a driven Boomer boss to do when faced with a millennial associate veterinarian who wants a flexible schedule and weekends off? Each generation has to make certain concessions in order to achieve workplace balance, which can lead to better overall work life balance for everyone. Understanding what motivates others can often lessen conflict, especially when trying to create a culture where work life balance is achieved. Practice owners need to be open to the idea that there may be a better way than working non-stop day after day, to be fulfilled as a professional. Gen-Xers and Millennials must conversely be open to the notion that some rewards are best earned, and that they can work towards better work life balance by applying time management skills and finding ways to work with one another to create a healthier workplace. The best work life balance individuals we have ever met have an unequivocal ability to manage their time while they are at work. These doctors, and technicians make it a priority to stay on-track throughout the day so that they are in control of their time and not the other way around. Checklists, callback reminders, organized workspaces, and paperless medical records go a long way in assisting individuals who want to manage their time effectively. Technology takes it a step further by allowing us to take our work with us and keep up with our email, voice mail, and telephone calls when we have time available to us, and when it’s most convenient. The key here, is keeping our take-home work from interfering with our “life balance” side of the equation. Another solution for offering a compromise when it comes to better work life balance is offering comp time to those who clock long hours when the practice needs it. This works well with exempt professionals who are not subject to overtime regulations. Comp time is the idea that as you work hours above and beyond your scheduled work time, as the needs of the practice demand it, you “bank” hours that can be used at a later date to take paid time off in compensation for the long hours worked when patient load demanded it. Comp time should be pre-approved and scheduled in exactly the same way vacation rime is requested an approved. 3 In a female-dominated profession, balancing motherhood with your career is a difficult task. Childcare can be quite expensive, as well as stressful to young mothers. Workplaces that find creative solutions to ease their employee’s minds, as well as their pocketbooks can be a real winner when it comes to keeping star employees. On-site employee daycares are creative solutions that progressive practices are trying, as a way of enhancing work life balance. From fully-licensed, fulltime private daycare facilities to a room in the veterinary practice that is dedicated to on-site childcare in a pinch, when needed, progressive and insightful practices are doing what it takes to resolve this growing problem. When generations can look outside their own bubble to recognize what drives and motivates others in the workplace, finding better work life balance can be achieved through compromise and understanding. Use the tools you have available to you to in your practice to work towards finding a better balance in your life---you have the power to shape this, if you manage your time and show respect for your colleagues. The Healthy Workplace: Professional Growth and Recognition for All Professional growth doesn’t end when we graduate from college and find a job. It shouldn’t end simply because we’ve reached our primary career goal either. Most people are motivated to grow professionally and personally their entire life. What is your practice doing to support this fundamental need? Continuing education isn’t the only option for supplying your team members with professional growth. While continuing education is an integral part of growth, you can also find ways to help team members grow on a day-to-day basis. Find ways to incorporate specialization into your practice, and empower your team to learn and grow within these niche areas. Services that can spark professional growth in your team members include: Acupuncture and holistic medicine Herbal therapy and homeopathic medicine Canine massage Rehabilitation Orthopedic surgery Laser therapy Behavior and socialization Reproduction Dentistry Breed-specific medical conditions Hospice care Oncology Stem cell therapy and technology Nutrition and exercise When you invest in your team by supporting their interests with continuing education, encouragement, and the freedom to build a program and educate the rest of the team, you are showing that you care about them as individuals. People who feel their leaders 4 care about them on this level are much more likely to stay long-term, and are much happier in their careers. Additionally, the passion they find in growing these new services will pay off in terms of differentiating your practice from your competition, adding value in the eyes of pet owners. Recognition comes in many forms and is appreciated by people in different ways. Depending on the generation and/or personality of an individual, recognition can be a tricky thing. Boomers like awards and recognition that has status attached to it. Certificate awards, trophies, and prizes are meaningful motivators for this generation. Gen-Xers tend to crave something more personal and meaningful. A private, but sincere compliment can go a long way in recognizing someone from this generation on your team. Millennials are known as the generation who has received a prize for everything in life, including coming in 8th place. While this generation appreciates an award, they also like verbal and public praise and recognition in front of their peers, for the most part. Bridging the gap between these three generations, while keeping to a trim budget and getting creative, your practice could host annual “paper plate awards” that meet everyone’s needs. Paper plate awards are created by leaders on the team in recognition of individuals on the team. They can be silly, extravagant, funny, and sincere. When leaders take the time to make these simple awards and present them to the team it invariably brings everyone together and boosts morale. Whatever the generation of personality, recognition comes down to a fundamental need of all employees. They want to receive feedback from their superiors. They want to know what their leader thinks of them and their work. As a leader in your practice, are you going out of your way to fulfill this need? Start with your review process. Make sure your team is getting regular feedback and performance reviews that are tied directly to their job descriptions. But rather than approaching them as a laundry list of things that need improvement, look at a review as an opportunity to recognize your team member for everything they bring to the practice. End it with a coaching session that guides them towards career goals for the coming year. This type of review makes it a positive experience for both the team member and the leader, smoothing the way for a real career path within the practice. Psychologically Healthy Workplace: Do You Have What it Takes to a Lead a Team to a Positive Workplace Culture? Have you ever thought to yourself, “I deserve to be happy at work”! Chances are you voiced this out of frustration at the situation you found yourself in. Unhealthy workplaces don’t happen overnight, and they certainly can’t be reshaped in a short order, either. Leading a team to real change can be a long and painful process. The first step is to recognize the state your practice is in and take the first step towards deciding you deserve better. Negative workplace cultures are filled with people who want to be happy but don’t know how to go about getting there, but there are also a certain number of people who thrive on the drama and negativity. As a leader, it’s your responsibility to recognize the differences and have the courage to do something about the latter. In most veterinary practices, you can find an invisible, yet extremely thick wall that exists between “the front and the back”. This wall is so impenetrable at times that it also 5 becomes a barrier between the staff and clients, which ultimately impacts patient care. This wall has a name and it is called “conflict”. If we think about it, we spend more time each week with the people we work with, than with any other person in our lives. If your practice is a “dysfunctional family”, then it ‘s time to make some serious changes in what you are doing. The most basic reason for conflict in any workplace is undefined expectations coupled with poor communication. If you do not have clearly defined behavior expectations for your team, you should begin by developing and implementing a code of behavior for everyone to follow. We have a solution called the Commitment to Mutual Respect: Introduction The ABC Animal Hospital is a diverse organization made up of people from a range of backgrounds with differing values and experiences. As an organization, we aspire to do our best. This aspiration extends to all relationships, including our behavior towards one another, and the clients we serve. These principles of Mutual Respect are designed to encourage all individuals who make up our hospital to work together in an environment where shared values are supported and diversity is embraced. Statement of Commitment Each staff member, manager, and veterinarian shares in the responsibility for creating and maintaining our environment of mutual respect. Principles We demonstrate openness and fairness in all our dealings with people. All ABC Animal Hospital staff, managers, and veterinarians perform the functions of our hospital in an impartial and professional manner. We act with care and diligence in the course of our work. We recognize and value the contributions made by people to our workplace. We affirm the professionalism of our colleagues, trusting and empowering them to work constructively for the well being of our work community. We exemplify respect through the simple courtesies of always being on time, listening without interrupting, and cultivating a sincere appreciation of what every individual brings to a given situation. We recognize and respect, although we are willing to question, established obligations, systems, policies and procedures. We encourage and acknowledge a range of contributions that support our values and principles. We respect difference and welcome creative, or alternative viewpoints. We care for, and encourage staff members, managers and veterinarians in their professional pursuits. We encourage and support the education, professional and personal development of all staff members, managers and veterinarians. 6 We care for the social and natural environment. We ensure staff members; managers and veterinarians have the opportunity to become socially and environmentally responsible. We use our resources responsibly and actively seek to minimize or eliminate waste. We encourage and value a safe, healthy and creative environment. We value and support the right to confidentiality. All private information will be kept confidential, unless with consent or as required by overriding moral or legal obligation. We avoid conflict of interest in all our dealings with the ABC Animal Hospital and the community. We agree that a conflict of interest may occur when an individual’s personal, financial, political or other interests conflict with the performance of their duties. We agree to avoid situations where there is, or may appear to be, a conflict of interest. Possible conflicts of interest should be disclosed to a manager on an ‘as needed’ basis. We value a harassment free workplace. We treat everyone we encounter with respect and courtesy, and without harassment. All staff members, managers and veterinarians have the responsibility to ensure that their behaviors do not harass, threaten, bully, belittle or vilify others. We work towards building a harmonious working environment in which we maximize our professional performance. We maintain honesty, integrity and professionalism in all our work. We encourage staff members, managers and veterinarians to be personally accountable for their performance and behavior. We agree that any interpersonal friction is handled directly person-to-person, without lobbying for support from outside viewpoints. We trust that we will give each other the benefit of the doubt should others ever need it, and will each be worthy of that benefit when given it. Personal Commitment As a member of the ABC Animal Hospital, I have read and understand the Commitment to Mutual Respect and agree to uphold these principles each and every day. I also understand that failure to do so could result in disciplinary action and/or dismissal. I will communicate openly with my colleagues to prevent issues from becoming insurmountable problems. Signature _________________________________________ Date _______________ 7 This type of policy spells out what is expected of everyone, especially when there is a conflict or problem with another team member. The first thing you should ask, when a team member comes to you with a complaint about a co-worker is: “Have you followed the Commitment to Mutual Respect and discussed this with that person?” If they haven’t, then send them back to discuss it with their co-worker. So often, we get frustrated with our colleagues, expecting them to understand what we are thinking, but we fail to communicate directly with them. No one can read your mind! Not everyone will ‘buy-in’ to the changes you make, in order to lay a foundation for a positive workplace culture. You need to be prepared for this, and that means ready to take action when individuals try to undermine the team. Positive culture change can mean losing team members. This is a scary prospect, but most who have gone through it will tell you it was well worth it. In 2008, Brenda woke up one day and decided that she had a right to enjoy the workplace she spent so much of her life in, and that no one had the right to make her feel miserable at work. With that in mind, she set out to hire a dedicated Human Resources Director to assist her in managing the personnel. With this position filled, she spent the next year working towards improving the communication systems, outlining staff expectations, and having serious conversations about how the future was going to work. Her practice parted ways with 23 employees in an 18-month period. The first few were not easy, as these are uncomfortable conversations to have when the dysfunction has existed for a while. You worry about the impact to the rest of the team. The feeling of relief was overwhelming--the team brightened as each negative team member left. This paved the way for setting clear expectations for the new team members that were recruited and trained in their places. The most important thing to remember when going through this type of transformation is that you unfalteringly stick to consistent treatment of everyone on your team. No one should receive special consideration or treatment, or you will NOT be able to eliminate the underlying negativity that goes along with favoritism. Are you going to make waves? Will you find yourself on the receiving end of dislike? You bet! But you have to let go of worrying about what others think about you and focus on what your responsibility is to your practice, and to your team. You are the only person who has the power to remove negative elements, bullies, and unhappy people from your practice team. It might very well be one of the hardest things you’ve ever done, but in almost every case, you will find that you’ve already waited too long to take action. Once you address the situation, you will find others on the team rise to a new level of optimism. You will find you have earned respect and trust from your team. All too often practice owners contribute to negative workplace cultures by tolerating the bad behavior of one or two individuals who have “good skills”, but can’t seem to get along with or be a part of the team. You are holding your practice back by allowing these people to continue to cause strife and conflict. Step up and become the leader your team is searching for. Find the courage to make a real change in your workplace. 8