The Elusive Balance of Life and Business

If you’re like me you’re constantly searching for the optimal balance in life. I do a lot of reading and try to find tips and pointers that work for me. I think one point to stress at the outset is there are many great ideas and theories available, but you have to study and incorporate the ones that are right for you and your situation. The key to balance will be somewhat different for everyone and will change from time to time over the years.

I just read an article by Terri Trespicio entitled “How to Find Balance” at WholeLiving.com. It’s a great article and worth the read. She talks about myths of a balanced life and the truth behind them. As I already stated, this may not be for everyone, but it struck a chord with me. As I studied and reflected on these more, I could see an instant parallel to running a community, a business, or a corporation.

Ms. Trespicio makes a couple of great observations. First is that she references scales and the parallel of “a balanced life is not symmetrical, still, or neutral, but always changing. Secondly, she points out that, as with anything we do repeatedly and put the effort into, it becomes easier over time and as you gain “momentum”.

So here is my take on how this can apply to you and your business. The myths and truths are directly from Ms. Trespicio article, the commentary is mine.

Myth: You Must Be Even-Tempered
Truth: Balance Encompasses the Full Range of Emotions

There are those days when we will be angry, frustrated, and at the end of our rope with someone or everyone. It’s not about suppressing these feelings, it’s about the way we respond to them and communicate with others. If you hold these emotions in they will eat you up from the inside out and the root cause will never be addressed. It’s more about how we deal with them. Take a deep breath and make sure your response is measured and appropriate. Most of the time in an emotional situation we will respond much differently after the passage of time and thinking the situation through.

Myth: Balance is Effortless
Truth: Balance is Efficient

When things are in balance, life seems so much easier and fluid, you can just feel it. When your team at work are accomplishing goals and making good progress, life is not only better for everyone, but seems effortless. This is where creativity resides and we are able to accomplish more seemingly effortlessly.

Myth: You Must Be In Control
Truth: Real Balance Means Being In Flux

Control is such an illusion. When you have clients and people working for you there is no way you are in control. We have to learn to manage many different moving parts. We have to be accepting of change and know it’s a part of life. We can try, but really we can’t stop it. What you can control to some extent are the processes and procedures, but even those need to be flexible to meet certain situations. Ms. Trespicio makes a great point in the example of a circus tightrope walker. Their “skill resides not in their ability to defy gravity, but in making the hundreds of subtle, incremental readjustments to account for imbalance”.

Myth: A Balanced Person Is Good At Everything
Truth: Balance Requires Prioritizing

While you or your organization might be good at a lot of things, should you really be spending the time and money to do them? The 80/20 rule has great application here, 80% of our results come from 20% of our effort. Concentrate on what makes you or your company successful. Go through you and your employee’s task and reevaluate what is truly important to the success of your business. Then you can either quit or reduce unnecessary tasks and outsource those you can. Also remember to DELEGATE when possible.

Myth: Imbalance Will Result in Disaster
Truth: Imbalance is Opportunity

This is probably my favorite myth. This ties in very nicely to strategic planning. When you feel your team, community, or business getting unbalanced, and if you’re in tune with what going on around you, you will notice, it’s time for strategic evaluation. Don’t try to ignore it or it will just get worse and probably take longer and be more costly to find a new balance.

Take this as an opportunity to learn and grow. This is a great opportunity to reevaluate processes and procedures, how you apply your labor force, people and positions they fill, products and services. An important part of this evaluation is to know where you are today. As our last blog suggested, an operational review coupled with a SWOT analysis are great places to start.

I hope Ms. Trespicio’s article can be of some help to you find personal balance in your life.  Hopefully you can also take some of these theories and apply them to your business and professional life and environment as well.  I would imagine we are all a lot closer to balanced than we originally thought and give ourselves credit for.

Remember balance is not a static place.  It is constantly moving and changing and like the tightrope walker, we have to learn to make a lot of slight adjustments to remain in balance.  We can’t control everything around us, but we can control our reaction and response.  Its perfectly alright to feel a wide range of emotion, but the higher the emotion, the more we should think our response through carefully.  Lastly, in those times of imbalance, look for opportunities, they do exist.

 

Roy Barker is Director of Special Projects at Moore Diversified Services, a Fort-Worth, Texas-based organization specializing in operations analysis, marketing development, and investment advisory services. Roy is an authority in the field of employee turnover analysis and retention strategies.

What Really Happens During a Community Visit?

Every now and again I get out of the office and visit senior living communities to mystery shop. Some of these are on behalf of clients interested in what the competition is doing, and some are for the client community’s management to see how well the front line is performing. I am still amazed at both the good and the bad, and on a recent trip I experienced some of the best and the worst senior living communities have to offer.

The Good

As I got out of the car at one community I could hear fire truck and ambulance sirens. When I walked in there was a definite buzz. I was greeted in the lobby and asked to have a seat for just a minute. There was a stand up team meeting in progress in the lobby. It turns out that a resident had over cooked some toast and filled the building with smoke. Instead of panicking, the staff huddled for a couple minutes and then jumped into action. When the meeting broke up, I was taken on a tour and was very impressed with the way this situation was handled. The administrator never broke a sweat, lost her cool, or made a big deal of it. She handled it like a pro.

By the way, this community was way off the beaten path. It was a modestly appointed, 100+ resident community. However, it was 100% occupied with a wait list.

The Bad

On the same trip I went to a competing community. This community, while comparably priced, was at the opposite end of the location and design spectrum. It had a great waterfront location on a point right off a main highway. In addition, the building design, amenities and fixtures were fabulous, exactly like you would expect to find in a resort lodge.

I walked in about 3:30 pm to find a lady – a paid employee, not a resident – sitting behind a desk in the lobby reading a book. I asked if I could tour the community, and while she had a nice big smile, she proceeded to tell me that the person who would typically show me around was busy with a resident mixer. However, I could come back tomorrow or the next day. No attempt was made to accommodate me at the time of my visit.

If I were an out-of-town prospect, with only a small window of opportunity to check out communities, they would have just lost my business. It was no surprise to find the community had been in operation for two to three years and still only had a 50% occupancy rate.

What’s Going On in Your Community?

How is your staff interacting with your prospects and current residents? Are they expressing the kind of attitudes and culture in which you want to be known? Do you have the right people in the right positions? Are you communicating your expectations as well as the responsibilities involved in each position? Are you providing enough training and mentoring to your employees? Do you stress enough that communities are built around residents and their families?

If you don’t currently monitor or mystery shop your own community to see how your potential residents are being treated, you should consider doing so! You might be extremely surprised at what you find. Give me a call and I will be happy to set up an audit of your community’s sales and marketing programs and processes. I can provide you with a candid and unbiased assessment of how your team is doing. I can also provide you with the training and resources needed to take your team to the next level.

 

Roy Barker is Director of Special Projects at Moore Diversified Services, a Fort-Worth, Texas-based organization specializing in operations analysis, marketing development, and investment advisory services. Roy is an authority in the field of employee turnover analysis and retention strategies.

Was That Really The Question? Ways to Encourage Employee Engagement (part 3 of 3)

We’re at the end of our blog series focusing on ways to better engage your employees. Last week, we discussed the importance of communication and ways to provide employees with growth opportunities. Today we’ll look at the importance of having fun,as well as, remembering to say thank you.

Remember to Have Fun

While work has that name for a reason, it shouldn’t be drudgery. Inherently, there is usually enough stress involved in getting projects and products out the door to customers. Leaders should make sure they’re not adding extra pressure to this process.

Remember to celebrate more. Acknowledge the success of employees, projects, and any other milestones reached. Celebrations don’t have to be elaborate. It can be as simple as taking somebody a cookie and a Route 44 Coke from Sonic.

Take the time to plan activities for employees and their families outside the office walls. This idea is a little more challenging but very important. Plan lunch out at a favorite local restaurant or a picnic at the local park. This is a great way to get to know your employees and their families. While it’s not always feasible for larger companies to get everyone together at once, it can be done on a departmental level.

I’m not sure why this phenomenon happens, but the advent of computers, cell phones, and the other marvelous technology was supposed to provide us with more free time. Let’s face it. That just hasn’t happened. It seems that we’re all busier now than at any time in the past. That’s why I think it’s very important that we make the extra effort to make these get-togethers happen. Even if that means knocking off work a little bit early and giving employees a chance to participate while on the clock.

Say Thank You…..Often

Enough said really. Get in the habit of saying thank you. When you see employees walking down the hall, stop and thank them. Stick your head in an office or cubicle and say thank you for a job well done. There’s a great misconception that employees typically leave a company for money. Research and my personal experience has shown that not to be true for the majority. Typically, employees leave because they do not feel appreciated. Most of the time all they want is to be acknowledged for a job well done. A simple thank you goes a very long way to engaging employees and creating a nurturing atmosphere.

These are just a few of the many ways to encourage employee engagement. Do some research on your own or let us help you. Find out what’s going on in your company and what your employees desire. You can do electronic surveys. However, it’s always best to have that human involvement. So get out of your office and go talk to your employees. Really listen to how they feel about the company and its processes and procedures. It will go a long way to building trust with employees, and that’s a great first step.

Roy Barker is Director of Special Projects at Moore Diversified Services, a Fort Worth, Texas-based organization specializing in operations analysis, marketing development, and investment advisory services. Roy is an authority in the field of employee turnover analysis and retention strategies.

Was That Really The Question? Ways to Encourage Employee Engagement (part 1 of 3)

The other day I saw this question posed to others in a forum, “what do you do to show your employees they are involved?” The obvious answer to me was, don’t just try to show them, actually get them involved.

I’m sure the intent of the question was supposed to be “how do you involve your employees,” but it didn’t really come across that way. This does bring up the question of do you only do things to try to “show” employees they are engaged, or do you actually involve them? The point being is that if you truly involve your employees, you shouldn’t have to look for ways to appear that you are. Employees are very perceptive when programs or the latest buzz words are being hyped. However, if these programs are not actual practices in their workplace, it comes across as if management is trying to pull a fast one on them.

I’ve seen surveys published where less than 30% of the workforce feels engaged. A 2013 Career Builder survey found that 77% of “full-time employed workers are open to, or actively looking for, new job opportunities.”   There is a lot of lost productivity due to these staggering numbers. And don’t think for one minute that the lackluster attitude doesn’t trickle down to the quality of service and attention your customers receive.

In this 3-part blog series, we’ll explore ways to make sure your employees feel truly engaged to help you with employee retention as well as ensure your customers receive quality service.

Where To Start

There is no end-all, be-all list of engagement ideas. Some techniques will depend upon your business model, you and your employees’ personalities, what motivates your employees, and what you view as quality outcomes for your customers.

It’s usually best to start at the beginning with the hiring process. Find candidates that mesh well with your current corporate culture. You can always teach and train to skill. Make sure you take the time to orient employees not only into their job, but into the company culture. Unfortunately, this step is often not comprehensive, a low priority, or skipped altogether.

Make sure to join me next time as we continue to explore ways to engage your employees.

 

Roy Barker is Director of Special Projects at Moore Diversified Services, a Fort-Worth, Texas, based organization specializing in operations analysis, marketing development, and investment advisory services. Roy is an authority in the field of employee turnover analysis and retention strategies.

In Whose Hands Have You Placed Your Reputation and Business?

By Roy Barker

Many people answer this question with our executives, the higher-ups, and those employees who engage the consumer. All of these choices are correct, but in the consumer’s mind the employee helping him or her is the only voice and/or face of your company.

Are your phones being answered in a timely manner? Is the voice on the other end friendly and helpful? Are visitors greeted with a friendly smile? Is your intended message being delivered by employees through their actions?

Front line employees are the ones customers base their purchasing decisions on. Quality of service is key to producing happy residents, resident/employee referrals, and added value to your company. How many times have you gone out of your way to bypass a business because the one a mile down the road has better customer service, or has gone the extra mile to resolve an issue? This happens to Senior Living communities every day because of the way a prospect was handled or not handled on the phone. Most communities are unaware of a missed opportunity.

Questions To Ask

Questions you should now be asking yourself are: am I hiring the best individuals for the task? MDS believes the first step in quality customer service is hiring the right individual. The right individual may not always be the most qualified. In most instances, it is better to base hiring on attitude, personality, and corporate culture fit, and then train skills. This may take more time in the hiring and training process but will payoff in the long run through better quality service and longevity of the employee’s tenure with the company.

Next question: are your new hires being properly oriented into the company and company culture in their new positions, as well as receiving continued training? Employees should initially be trained through orientation and continued on a regular schedule thereafter. Training gives employees empowerment, competence, and confidence to do their job well resulting in a satisfied customer and employee. Even after you have gone through the previous steps you must still monitor and spot check to insure job duties are being carried out the way you want and expect them to be.

MDS can help you help your employees, customers, and bottom line through providing orientation and training materials, on-site training sessions, over the phone coaching, and group seminars to ensure your team has the tools needed to be successful and provide an excellent customer service experience to current and future clients. MDS also has many years of experience in mystery shopping communities to gather firsthand knowledge of the feel and attitude of a community, as well as monitoring results on an ongoing basis.

I look forward to working with you and your community’s professional team in the very near future. Contact me directly to set up an initial consultation and let’s start the process to an improved customer service experience, higher occupancy rates, and a healthier bottom line.

 

Is Your Customer Service Truly Targeting ALL Your "Customers"?

When it comes to “customer service” have you really thought about who is your “customer”? Of course the obvious answer is your residents and their families as well as prospective customers and their families.   But you may be limiting yourself and even endangering your image and reputation if you only direct your customer service to these limited groups of people. 

Taken from material used for SLU Customer Service Certification:

“to ensure that service excellence permeates your community, you and your employees need to consider a braoder range of customer groups.  For example:

  • Current residents and their families
  • Prospective residents and their families
  • Employees
  • Co-workers
  • Volunteers
  • Referral Sources
  • Vendors

Everyone who interacts with and within your community is a customer.  That is because everyone who interacts with and within your community forms impressions about your staff, your services and each other.

Even the mailman has a perception about your community.  His perception is based on how he is greeted every time he walks into your residence.  When people ask him about your community, he bases his answer on how he is treated when he is in your building.  If the receptionist greets him every day with a big smile and a warm hello, his perception is probably good.  If he is not greeted warmly, he probably has a more negative perception of your community.  We call these interactions ‘moments of truth’” (Customer Service in Assisted Living; A Leader’s Guide to energizing Your Team, SLU)

Employees and co-workers are an important “customer” that can help or hurt your reputation.  Are your employees happy? How do you know? What do they say about your community outside of work? Will their comments leave a good or damaging impression to whomever they are speaking?  When looking for an opinion or referral to a community, who better to ask then someone who works there? And if that person is constantly dogging their administrator, their supervisor, co-workers, policies and/or working conditions, who wants to live there??