Business planning

HOT TOPICS

The business press, consulting firms, and survey folks provide a different people issue to worry over daily, it seems. Surveys and more surveys – each with different numbers for a topic. Consider the “Great Resignation – depending on the source 40-75% of all employees were going to quit. Yes, a lot did resign in 2021, but it was 18% for men and 20% for women. Incidentally, many who changed jobs want to come back.
Quiet quitting is another ‘hot’ topic. At its heart this is old wine in a new bottle – it means people are doing their assigned job but are not volunteering for extra work or projects. Remember ‘work to rule’?
Think a minute. Properly, you hire a person to do specific work that you need done. If everyone on your staff is already doing all that is included in their job, you must be doing something right! That is your first, most basic performance management step.
If you are like many business owners, you hope the employee will contribute more and more over time. Many employees want to do that. How are you encouraging and supporting them? Some options:

Do you demonstrate your values and how they tie to the work so that people can see the alignment with their own goals?
Do you connect the work to a sense of mission? Employees often want a sense of purpose, a mission larger than just day to day actions.
Do you offer training or development support in any form?
Do all managers understand the importance of 1:1s on a regular basis? Of developing a human connection with each employee?
Do you recognize those employees who go ‘above or beyond’ via a recognition program, bonuses, larger pay increases, promotions, or other […]

By Patra Frame|December 15th, 2022|Business planning, culture, Policies and Practices, retention|Comments Off

PANDEMIC RECOVERY: NEXT STEPS

If your organization sent people home at the beginning of the pandemic – as 70% of the economy did – the return plans have probably changed a dozen times. Confusion remains for those organizations which have not fully returned to work.
Less than 20% of all employees worked from home (WFH) or remotely when the pandemic hit. Organizations reacted swiftly. Currently nearly 50% are still working from home. Many who do now are college graduates in white-collar jobs. Many more employees lost their jobs as retail, hospitality, and travel basically closed down. Women in all occupations were particularly hard-hit, especially as elder and child care options closed down too. Lower income and minorities were hit harder than Whites.
Companies say that productivity of WFH/remote workers is about equal to past productivity now. However, studies show that such workers are averaging three additional work hours per day. Worse, 65% of such employees feel less connected to their work and coworkers. This is usually a predictor of turnover increasing.
A recent McKinsey survey of CEOs indicates that going forward 40% expect employees will be on-site 21-50% of the workweek and another 40% expect 51-80% on-site time. Yet surveys of workers show almost a third want to work remotely full-time.
Employees are confused and often upset as well. Many, especially in big tech, felt promises were made that they could work remotely long-term. Others still do not have child or elder care options or worry about health issues. Some feel that their needs and concerns are being ignored in any planning. Others faced sudden, unexpected demands to return to the work site with little notice. Two-thirds of employees surveyed say they have not had any information on return plans or only […]

By Patra Frame|May 31st, 2021|Business planning, Communications, Policies and Practices|Comments Off

PANDEMIC UPDATES – WHAT’S NEXT

One year down, what’s your next consideration?
Vaccinations
Many of my clients and other businesses are trying to decide what to do about vaccinations. Should you go to mandatory for everyone? The EEOC announced last year that this was possible under the laws they administer so long as companies complied with the disability and equal opportunity laws. They deferred to the CDC for further guidance which has not come.
Legal advice has been confused, to be polite. There are firms which say it is legal to make it mandatory, others say it is for certain types of work, and those which say it is not. The negative view is tied to the way the vaccines were approved – under emergency use authorizations, which prohibit anyone from being forced to take them. There are a few lawsuits against employers for mandating the vaccines but these will take a long time to yield answers you can use. There is also legislation pending in several states either to allow it to be mandatory or to forbid it. I tend to think that it may be illegal under federal law, but as usual most small organizations will not be targets.
If you are still considering this topic, ask yourself these questions:

What is the business case for mandating vaccination?
Does this apply to all employees or only certain categories?
What do your values and culture support?
Will you encourage vaccinations if you do not mandate it?
How will you explain the need and either decision to your staff?

Encouraging employees and their families to get vaccinated does help if you do not mandate it. This will make returning to work easier if you have people who are not currently there. It supports the goal of getting the US […]

By Patra Frame|April 5th, 2021|Business planning, Communications, Small Biz, values|Comments Off

HIRING Part 3: When You Are Hiring More Than One

Many small employers hire rarely. Others hire multiples regularly due to the nature of their business or during growth. When hiring increases significantly or repeat hiring is common, networking and employee referrals alone may not be enough to meet your needs.
When that happens, you need to build a sourcing process and network.
Here are some common sources of potential employees for you to consider. Evaluate those that meet your needs most effectively and develop relationships to sustain the process.
High Schools: Local/area high schools often have people looking for internships, part-time jobs, and eventually full-time work. Most have someone on staff dedicated to helping employers and potential employees connect. High schools are a great resource for all those jobs which do not require additional training or specialized education. You may also find great help for projects and short-term needs, such as: design and maintain your website, develop social media programs, and to support administrative needs.
City/local area Foster Children programs: In most states children are not allowed to stay in foster care beyond 18. There are a lot of people aging out of these programs even in smaller locations. These young people need jobs, apartments, and almost everything our families help with when we start out. Connect with your local foster care program to see how they can support your hiring needs.
Job skills programs: there are a wide range of non-profit programs designed to help specific populations increase their job skills. Look around for these in your community and learn what they offer. These include:

The Salvation Army, Goodwill, VOA, Melwood
Non-profit local organizations supporting specific populations – such as women returning to the workplace, returning citizens from jails and prisons, victims of abuse, those with disabilities, refugees, older […]

By Patra Frame|November 13th, 2020|Business planning, hiring, Small Biz, Smart practices|Comments Off

HIRING Part 2: Develop a Process

Hiring is tough work and often stressful to fit in among all the demands on your time. Here is the basic process for your use. Flesh it out with what works in your situation. Then keep a record of it for future hiring which will save time and help improve your ‘batting average’ for better hires.
Step 1: Define the Need
What goal are you achieving by hiring someone? Based on the goal, do you need full-time or part-time support? Or would a temporary, contract individual, consultant, or outsourced service provider be the smarter move?
Create or update a position description. This should include the reason for the position, the major work which it will include, and the minimum qualifications to succeed in the role.
Keep your description at a high level, do not go into details about each possible bit of work that might be required. This reduces your need to update the description repeatedly. It minimizes the complaints of individuals who might focus on ‘its not in my job description’ when changes occur.
Look at the minimum qualifications carefully. Do you really need a degree to do the job or are you using that as a place-marker for quality or maturity? Think in terms of on-going technology change – is the need for someone who can manipulate spreadsheets? Then do not ask for only one software type – someone who knows one usually can be up to speed in another quite quickly. Skip the cliches – everyone wants a self-starter, a customer-oriented person. Instead of saying ‘ excellent communications skills’, be specific.
Step 2: Define Who Will Do What
In hiring, you need to source people (see part 1, 3) obviously. But how will you treat those who apply?
Who […]

By Patra Frame|November 12th, 2020|Business planning, hiring, Policies and Practices, Small Biz|Comments Off

Coronavirus: The ‘Messy Middle’

Here we are in the ‘messy middle’ – you have survived the shock of the coronavirus and have accepted that we do not know when or how it will go away. Now you need to decide what to do about short-term and mid-term issues. A vaccine will not be a quick fix since it is estimated to take two full years to vaccinate the US once approved and we do not know how many will get vaccinated or how effective any vaccine will be yet.
Whether you closed your office completely or not at all, you need to pay attention to your office and employee needs in this difficult time for everyone.
If you closed your office in full or in part, you may be struggling with planning the return. I am seeing lots of organizations planning for a return Jan 4, 2021 – often after planning for earlier dates. They and others also have multiple employees who want to come in some days each week now. What will you allow, how will you manage it?
A late June Gensler survey showed 44% of employees want to return full time and another 26% want to be there the majority of the week. A separate study in late August puts that total at 83%. At the same time, you will have employees fearful of coming into the office whenever you return. You must think now about what you will plan for and allow.
Human Fatigue
Many people are dealing with anxiety and fatigue from the changes to their lives during the pandemic. This includes founders, leaders, and managers in small businesses.
Here are some ways to help your staff and yourself cope:

Talk to people about how they are, instead of discussing […]

By Patra Frame|September 10th, 2020|Business planning, Communications, Policies and Practices, productivity, Small Biz, SMB|Comments Off

More Re-Opening Issues

As you plan to re-open your offices or bringing more people in, employees may be concerned about returning. If you already have a telework plan, does it need any changes now? If you do not, now is the time to develop one. While most employees want to work in the office at least part-time, nearly a third are interested in full-time remote work. You need to assess what you want to offer in advance and make that clear early. As soon as you have a basic policy on telework, communicate it. Do the same with your re-opening plan.
There are also some legal issues to be aware of in your preparation and in talking with your staff.
FFCRA
You may remember the Families First Coronavirus Response Act, passed in March. If you have not thought much about it, now is the time. The considerations under FFCRA run until the end of the year. More employees may be asking for added time off as you re-open your office or reduce telework options.
FFCRA covers all small employers (under 500 employees.) If an employee is unable to work or telework, it provides options for paid leave.
Sick Leave:
Up to two weeks (80 hours) at an employee’s regular rate of pay to a max of $511 per day and $5110 in total over the two-week period where the employee:
1) is quarantined and/or is experiencing Covid19 symptoms and seeking a medical diagnosis, or
At a rate of 2/3 regular pay up to a maximum of $340 per day
2) because of a bona fide need to care for an individual subject to quarantine, or
3) care for a child, under 18, whose school or childcare provider is closed due to Covid19
Up to an additional 10 weeks […]

By Patra Frame|June 29th, 2020|Business planning, Communications, Policies and Practices, Small Biz|Comments Off

Re-Opening: Offices

Wherever your organization is now, you need a plan for what is next. My clients range from those whose business kept on as essential, those who moved all to remote work from home (WFH), to those with 1-2 people left. Your plan needs to look ahead across various options. What has already changed, what other possible changes may be likely? What are you going to do now? Over the summer? In the fall? If there is a second spike, as predicted, this fall?
No-one knows how many ‘phases’ we are likely to go through to any ‘new normal’. Some think the ‘new normal’ will be pretty much the same as the past, while others see a whole new world of work evolving.
What does ‘back to work’ mean for your organization? How do local or state restrictions and regulatory compliance affect you? How will you incorporate your culture and values into your planning?
Infectious disease specialists think that wearing masks and maintaining social distancing will be with us until a vaccine is available to all. How does that assumption impact your planning? HR people are discussing all sorts of office redesigns, staggered work-days or shift work, more remote workers, core hours, limiting meetings and travel, extra cleaning, and more.
RISK MANAGEMENT
What will you consider in terms of Covid-19 testing? Are you required, by state or local agencies, to do anything specific? Some businesses are considering daily temperature checks and routine testing. Temporary Federal regulations allow you to ask if an employee has Covid-19 symptoms and ask for a doctor’s certification. You may require sick or quarantined employees to stay home
The EEOC allows temperature checks and Covid-19 testing – through the end of 2020 – as long as they […]

By Patra Frame|May 28th, 2020|Business planning, Communications, Small Biz, Smart practices|Comments Off

Employees, ‘New Normal’: A Framework for Planning

This framework outlines employment considerations in planning a return to more normal operations. It is organized in building blocks. Section A applies to all employers. Other sections define issues based on levels of business impact.
In general, you should begin or complete:

Preparing your facilities
Developing new policies, as needed. (i.e. telework, safety)
Creating a physical distancing plan
Controlling access for safety and health issues
Increased cleanliness, reduced touch points
Enhanced employee communications

Many professional and industry organizations have specific return-to-work guidelines too. Check for those in your arena.
A. ALL EMPLOYERS
1. Strategic review
Impact of current/planned business changes on employment and employeesChanges due to states of emergency impact plus 2-5 below
2. Community Preparedness needed to support for return to work

Schools/daycare open
Public transportation – normal schedules
Medical care available
Food services

3. Building/Office Preparations

Increased sanitation and air-handling building-wide
Office cleaning services enhanced
Physical distancing/barriers for employees and visitors
Need for personal protection equipment (PPE), if any
Common space changes (i.e. closed kitchens, conference rooms)
Employee responsibilities and cleaning resources for desks, work area, hygiene

4. Employee Concerns
Consider a survey to determine individual needs and concerns
Vacation/Paid-time-off, if offered: Fiscal year ends in Jun – Sep and you cap carryover, what changes are smart? FY = CY, will you need restrictions on use through Dec 2020 to meet business needs?
5.Safety
CDC Guidelines Guidelines for Business
The EEOC is allowing some medical checks or self-reporting for coronavirus symptoms or exposure. Will you require any checks or self-certification on health each day? If so, how will you maintain required confidentiality? How implement?
6. Legal Issues
All employers: OSHA – requires provide safe workplaces HIPAA – treat medical information as confidential FFCRA – requires paid coronavirus-related leavePaid Leave FAQs
Over 15 employees: EEO – requires non-discrimination in treatment (e.g. retention, medical checks) ADA – equal […]

By Patra Frame|May 12th, 2020|Business planning, Smart practices|Comments Off

Covid-19 What to Think About Now

Across social media, people have made reference to how each day seems a month long or how many years it seems since the first physical distancing started. In most small businesses, the rush and uncertainty creates the same effect.
What happens next is partly unknown. You do control your planning and how you are treating employees now. The HR world and a fair amount of public comments have highlighted those employers who have not treated employees well. Zoom meetings to tell everyone watching they were out of a job, cuts in pay at lower levels only, and poor safety are among those you are most likely to have seen. I mention this because how any employer treats people during such an emergency directly hits future retention as well as hiring.

Are you or your managers talking to employees individually?
Do you make time for asking how they and their families are doing?
For a little small talk beyond just a work assignment?
Offering some help with a problem that is hindering their work?
Have you maintained regular communications across the organization too?

Sharing articles is another helpful form of communications. Here is one on working from home – New rules for remote work-pandemic edition
A guide on coping and developing resilience is from UC Berkeley’s Greater Good center Guide to well-being
What Are You Planning for the Future?
Now is the time to think about what your organization will look like in one month, three months, and through the end of the calendar year. Yes, this shutdown has no defined end yet. And there are indications a future shutdown is possible later this year. But you need to plan, based on your values and the current conditions of your organization. Carpe diem indeed.
If you […]

By Patra Frame|April 13th, 2020|Business planning, Small Biz, Small Business Development Centers|Comments Off

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