Keeping Your Strategic Plan Alive

by Katie Petersen | Oct 24, 2022 | Business Strategy | 0 comments

Keeping Your Strategic Plan Alive

Written by Kevin Martlage

Over the past year, ArboRisk Insurance has published numerous articles about how to strategically advance your company. Primarily we have focus on developing a strategy around supporting your team, your leaders, and the business culture necessary to successfully advance your tree care company. In an article ArboRisk published on October 28, 2021, “Why is Strategic Planning Important”, I wrote about the importance of developing a strategic plan that not only validates the “why” of your organization, but also the steps you can take to achieve the “why” and your goals.

An impactful strategic plan is one that helps to ensure your current path is sustainable, profitable, and most importantly helps you achieve all that you can as a company. When developing a strategic plan, you must ensure you have clear goals in place for the next 1-3 years as you continue to build your company and your team? If not, you will certainly end up somewhere in the future, but is that where you want to be and have you achieved all you can achieve as an organization?

Before we talk about how to keep your strategic plan alive and relevant, I’d like to recap the process we recommend following as you develop a strategic plan. When leading organizations through the strategic planning process there is typically focus on five key areas:

Confirming the “Why”
Reviewing performance and current state
Identifying what is possible and where we want to go
Determining how we will get there
Implementation and monitoring

The outcome of the strategic planning process is several short term and long-term goals that will help the organization achieve the overall mission, or “why,” of their organization. Additionally, you then must develop an operational plan and budget that supports the goals that have been identified. This is done in numerous ways, but usually by focusing on the following key questions that will help you dive into your company to see what is needed to achieve each goal:

What resources are necessary, and do we currently have those resources?
Do we currently have the staff needed to make these goals happen?
What are some potential roadblocks that we need to proactively identify?
What are some other outside resources and knowledge that we may need to engage?

Whether you go through the strategic planning process internally as a team or have someone help facilitate the development, every organization is then left with the question of “now what”? As an organization you have spent time developing this iron-clad strategic and operational plan that will take you to the next level, but other things always seem to get in the way of making it happen. Those things are what I like to call unintentional noise which always seems to interfere with the implementation and effectiveness of the plan you just spent time creating. So how do we eliminate the unintentional noise and effectively implement and carry out your plan?

A Harvard Business Review article, “4 Common Reasons Strategies Fail” published June 24, 2022 outlines some reasons why strategic plans fail. Specifically, it notes:

“…60-90% of strategic plans never fully launch. The causes of derailment vary widely, but execution consistently bears the blame.”

I cannot tell you how many organizations I have worked with, and have worked for, where the strategy was not understood, and therefore never fully executed across all levels of the organization. In some instances, the developed strategy and operational plan is not even understood among the leadership team that developed the strategy in the first place. All too many times a strategy is developed, and the plan gets put on-the-shelf to be dusted off 3 years later or when it is determined that the organization is not heading in the right direction. When it is finally dusted off, it is realized that the answers were right there all the time. If the plan would have been followed the organization would be closer to where they now think they should be than where they are. This may sound extreme, but it happens all the time and creates lost time, extra expense, negativity towards the business culture, and a negative impact on your ability to serve your customers. So how as an organization do you ensure execution and delivery of the strategy that you and your leadership team so carefully developed? The answer starts with communication and understanding.

Every company has their own resources, budget, team and “why,” however how they keep their strategy and operational plan alive can be the same regardless of the size and direction of your organization. Here are a few steps I recommend you consider for implementation to ensure you keep your plan alive once developed:

Communicate your plan to the entire organization and ensure their understanding
Determine operational champions/leads for each functional goal to assist with oversight
Develop, communicate, and review key performance indicators (KPIs) for each goal
Review expectations and confirm understanding of key deliverables
Integrate KPI monitoring, updates, and performance review into all staff meetings
Align meeting agendas to include strategic plan performance and general updates
Align impact areas and KPIs to each specific job or functional position within the organization
Integrate strategic categories and updates into your annual review process
Review the validity of your plan annually and adjust as necessary ensuring changes are communicated and understood

The more you can integrate some of these items into your standard operating procedures, the more effective they will become in helping to keep your plan alive. Integration of some of these items can be easy depending on your company. For instance, can you create a standard meeting agenda template that always includes a strategic plan performance and impact update? Depending on your IT capabilities, can you create a KPI dashboard that is updated in real time and aligned with the strategic categories and goals of the organization. How about a weekly or monthly, CEO/Owner newsletter, webinar, or lunch and learn focused on strategic plan performance and updates.

How you approach keeping your plan alive is up to you and your company leadership. However, the most important thing is that you implement the plan and then keep it alive through consistent and intentional communication and follow up. Ensuring that a solid strategic and operational plan is kept alive will help your organization continue to have the support and ability to achieve your goals. Communication is key in this phase of implementation and monitoring. The entire team must be aware of the plan that was created to ensure that everyone is driving to the same place on the map and understand where they are on that map. It is up to the leadership of the organization to ensure that a clear understanding of the plan is in place and that everyone on the team is aware of how they impact the plan daily, weekly, monthly, and annually.

If you are interested in learning more about how strategic planning can enhance your organization,I encourage you to look at our Thrive Risk Management Strategic Planning package. In just four short weeks we can help you identify who you are as a company, what you want to become, and what strategic milestones will be needed to achieve your goals and ensure your team is all driving to the same destination.

The Three Most Important Words in an Interview: Tell Me More

by Katie Petersen | Oct 3, 2022 | Employee Management | 0 comments

The three most important words in an interview: Tell me more

Written by Eric Petersen, CIC

We all know how much hiring the wrong person hurts your organization, yet most tree care companies are not good at screening potential employees during an interview. The reasoning is pretty obvious, besides feeling the pressure of needing more employees on a daily basis, interviewing can be an arduous task and one that many tree care companies don’t practice and therefore are not very skilled in.

So how do you know what to ask and more importantly, how do you know if the prospective employee is telling you the truth or just what you want to hear? Many times it is difficult to decipher, but the most powerful interview tip that I’ve learned over the years is to use a simple three word phrase…

“Tell me more.”

One of the most common traps an interviewer falls into is talking too much instead of getting the prospective employee to open up. There are many reasons why this happens, but even when the interviewer applies conscious thought on not talking too much during the interview it still doesn’t always prevent it. This is why I love the “tell me more” phrase. It intentionally takes the spotlight from the interviewer and directs it at the interviewee.

This tactic is used similarly to digging deeper when on a sales call. I recently wrote an article about how to get down to the root reason or decision-making motivation when on a sales call by asking “why” three times. To read that article click here. Employ the “tell me more” phrase three times to any important interview question and you’ll gain a tremendous amount of insight about your prospective employee.

Let’s walk through an example…

Interviewer: “I see you have worked at three different tree care companies in the past, tell me more about those experiences.”

The Interviewee will typically answer with a simple statement without much substance like; “the other companies weren’t a fit for me.” The Interviewer should follow up this bland statement with the following.

Interviewer: “Tell me more about why they weren’t a fit for you. Start with the company you currently are working for.”

The Interviewee now has to actually answer the question and you’ll get an initial glimpse into that person’s personality and what they value from an employer. Still, there probably is much more to uncover so the interviewer should try to go deeper.

Interviewer: “You mentioned that you didn’t see a chance at advancing with your old company, tell me more why that is important to you.”

Now on the third “tell me more” the interviewee has to open up about their feelings on whatever topic you have gone down and the interviewer will receive real information to help in the hiring decision.

I suggest you do this with 3 or 4 questions on every interview so you actually get in-depth answers. From there it should be fairly easy to see which prospective employee will fit with your company culture and which one(s) won’t.

For more help with your interview format and overall hiring process sign up for ArboRisk’s Thrive Hiring and Recruiting Package to work one-on-one with our team of experts.

Risk Management Concerns When Hiring Minors

by Katie Petersen | Sep 30, 2022 | Risk Management | 0 comments

Risk Management Concerns When Hiring Minors

Written by Ryan Watry

In my daily conversations with tree care companies, finding good employees seems to be the number one issue they face. Sometimes the solution to that problem is hiring a minor to help. Hiring someone under the age of 18 does create some different risks and needs than hiring an adult. Here are three areas to be aware of when considering hiring a minor.

1. State Specific – Each state will have a similar but specific view on the regulations surrounding employing minors. Start by contacting your state’s Department of Workforce Development to find out specific restrictions that may apply. For example in Wisconsin, tree work is considered hazardous employment. This means that a minor can not operate machinery including chippers, skid steers, chainsaws, etc.. They are permitted to work on a ground crew, cleaning up and dragging brush. You also should ask about other employment guidelines such as, the number of hours they may work and if they need a work permit.

2. General Liability & Business Auto Insurance – Depending on your insurance carrier there may be restrictions in your general liability and/or business auto policies that restrict what a person under a certain age can do and what vehicles, if any, they are allowed to drive. Many insurance companies do not want anyone under the age of 21 to drive for your company. So it is important to check with your agent to see if there are any restrictions on employees under 18. If you are struggling with young driver eligibility, creating a driver management program within your company will help. Check out this article which talks specifically about creating a driver management program.

3. Workers’ Compensation – Workers compensation insurance will cover any employee regardless of age. However, there are different benefits added in for someone under 18 who gets hurt. Again, these benefits differ from state to state, so we recommend checking with your insurance agent on your state’s specifics. In Wisconsin, if an employee under the age of 18 sustains an injury that results in a partial or permanent disability, the lost wages (or indemnity portion of the claim) paid out will be triple what they would normally be for someone over 18. Also you can be fined by the state and OSHA if it is found that the minor employee was operating equipment they were not permitted to.

After researching each of these three areas, you will be able to determine if hiring a minor is right for your business. Who knows this, may lead a young person down a career path in this exciting industry.

For more specific help on hiring and recruiting, reach out to an ArboRisk team member to discuss our Thrive Hiring & Recruiting Package or the Leadership Development Package today.

Taking Your Team to New Heights by Planting a Tree

by Katie Petersen | Sep 30, 2022 | Safety | 0 comments

Taking Your Team to New Heights by Planting a Tree

Written by Kevin Martlage

In a 2019 Gallup Article, “This Fixable Problem Costs US Businesses $1 Trillion”, Gallup reported that voluntary turnover costs businesses $1 trillion dollars annually. In addition, the cost of replacing an employee can range “from one-half to two times their annual salary”.

To put that in perspective, a full-time employee making $60,000 per year would cost an estimated $30,000 to $120,000 in sourcing, training, on-boarding, and hiring costs to replace them. The interesting thing about the Gallup Poll and their findings is that “52% of voluntary exiting employees said their manager or organization could have done something to prevent them from leaving their job”. So over half of those people who left an organization said they did so because of something their manager or organization did not do. That is incredible to think about and I am sure the costs have increased in the past 3 years since the publication.

So, what can we do strategically as business owners and leaders to ensure we find the right employees and then ultimately support them as they become leaders within our organization, and we reach new heights as a team? The answer is simple. Go plant a tree.

As a leader in the tree care industry, you must always ensure that you, and your team, are knowledgeable in understanding what is necessary to meet the needs of your clients while expertly taking care of their trees. This takes on a lot of different forms including Plant Health Care (PHC), pruning, planting, and removal. Let’s take planting a tree for instance. Anyone can certainly go outside, dig a hole, place the tree in that hole, and fill the hole while hoping that the tree makes it. However, if you follow the guidelines outlined on the Trees are Good Website for planting a tree you quickly see that there is much more to the process than just digging a hole and planting a tree. Specially, they recommend you consider the following:

Identifying the right tree to plant
When to plant
Planting stress
How to properly plant the tree (there are 9 steps outlined in this section)
Right Tree – Right Place
How to mulch the tree
How to avoid any potential tree and utility conflicts

All these things are very important for an arborist to consider when planting a tree. By taking into consideration these things you are ensuring that the tree will establish the appropriate root system and continue to grow and flourish as part of the canopy and ecosystem in the environment in which it was planted. So, what does planting a tree have to do with hiring and retaining great people? The answer lies within the basic considerations we review when planting a tree.

I have written before about how developing a career path for your employees is like planting a seed and then caring for it through the germination, seedling, sapling, growth, and nurturing stages “Outlining a Career Path for Your Team” – ArboRisk Insurance Weekly Tip January 14, 2022. The same analogy can be made when hiring, on-boarding and then supporting your new and existing team. However now the tree (your new hire) is grown, and it is time to transplant it into its destination.

Let’s use the considerations for planting a tree as outlined on the Trees Are Good Website as a template. Below, I have outlined the steps to consider when planting a tree and then included questions to consider for the hiring, onboarding, and growth process. These questions are designed to help you ensure the best applicant is identified, hired, and integrated successfully within any organization.

Identifying the right tree to plant

What is the position we are hiring?
What skills are necessary?
Do we have a developed job description that outlines the requirements for the position?
What organizational and business culture traits are we looking for?

When to plant
- When does the position need to be filled (immediately, 30 days, 60 days, etc.)
- How will we post the job announcement and manage the applications?

Planting stress

What will the hiring and interview process look like internally and externally?
Who needs to be involved, internally, in the hiring/interview process?
Who is going to review applications and schedule the interviews?
Who will conduct the interviews?
What stress will this cause on the organization to find the right applicant?

The Right Tree – Right Place

How will we identify and assess the applicants to find the right candidate?
What are the non-negotiable traits and skills that we must have?
What questions are we going to ask each applicant?

How to mulch the tree

Do we have the proper offer letter developed?
What paperwork needs to be done once they accept (i.e., payroll, HR, etc.)
What does their first day look like?
What does their first 90 days look like?
Do we have an onboarding plan?

How to avoid any potential tree and utility conflicts

Are expectations clearly defined?
Are they aware of your organizational culture and how they can impact it?
How do we ensure that they are avoiding any “organizational culture hazards” during their first 6 months?
How will be ensure that they are growing and flourishing in their new environment?
How are we going to ensure they do not leave?

This may seem like an odd analogy when it comes to hiring and supporting your new hires. However, I would argue that if you were planting a $60,000 tree, you would take these steps and more to ensure that the tree was planted perfectly to enable its growth and sustainability. So why would you not do the same for each person, both current and future, within your organization.

Leadership in today’s economy is not easy. Supporting your team, ensuring you have a hiring and on-boarding plan, and making sure that your team feels supported and engaged is the X factor that will set your tree care company apart from the competition. I encourage you to continue to focus on your people, both current and future, so that you are not part of the more than $1 trillion in expenses seen globally by companies who are losing employees because of things they could have identified and changed to ensure they stayed.

If you are interested in learning more about effective hiring, recruiting, on-boarding, and overall leadership development and planning, please check out the Risk Management Packages located on the Arborisk Insurance website. If you need more assistance with hiring and recruiting, contact ArboRisk to learn more about their Thrive Risk Management Hiring & Recruiting Package or the Leadership Development Package.

The Value of Stay Interviews

by Katie Petersen | Sep 19, 2022 | Safety | 0 comments

The Value of Stay Interviews

Written by Sheila Beaumier

Should I stay, or should I go now?

Yes, those are lyrics from an eighties song by The Clash, but they run through employees’ heads everywhere daily.

Employees often dedicated more time weekly to their employers than to their families. For most, work is necessary, and they want to feel trusted, valued, and appreciated. While that seems basic and reasonable, it often does not happen. Why? The why is not so easy. The employer-employee relationship takes work, listening, and communication like every relationship.

For decades many organizations have conducted or attempted to conduct an exit interview with outgoing staff. When you think about it, once you are at that point, when the staff member is leaving, what you learn is too late for any action you may take to affect the outgoing staff member. When you realize three of your staff have left because they did not feel they had the tools to do the job, you will likely create a plan to be sure your other staff members have the tools to do the job. As for the three who left, it’s too late.

What if you make a slight shift and conduct stay interviews instead? In the stay interview, you have a chance to listen and incorporate the feedback to impact your existing staff, and in turn, the organization retains people. When your folks see this, they feel valued, listened to, and appreciated. When you conduct a stay interview, you find out why people stay and what makes them consider leaving. You have a chance to use the data you collect to improve retention, improve communications, and take action on what is important to your staff. In these meetings, you are building trust and improving communication by merely holding the meetings. When you take action on what you learn, the trust strengthens.

Stay interviews don’t have to be complicated, but you do want to be sure you do them individually and within a short period. Setting the stage for the stay interviews is essential; you don’t want to show up on a site and start pulling people off their jobs and asking questions. So, be sure your management team and your staff know in advance that you will conduct these interviews, what they are, and why you are running them. Ensure your staff knows this initiative is meant to help you understand what is working for them and what they want to see change. Stay interviews generally are twenty minutes to half an hour, but the time frame depends on the number of questions and how much sharing takes place.

Tips for a successful stay interview

Put on your down-to-earth hat, be friendly and make everyone feel comfortable.
If you can find a location where folks feel more comfortable, all the better. I am a big fan of picnic table stay interviews, with food, of course, just not in the wintertime in Boston.
Don’t use this time to toot your horn. This interview is a time for you to be genuine and show genuine interest in learning and listening.
Plan your questions ahead and ask everyone the same questions. Do not ask questions that can be answered with a yes/no response.
Maybe ask:

What is your favorite part about your job?
If you had a magic wand, what would you change and why?
Do you have the tools to do your job?
What can I do to help you be successful?

Be sure each person knows that you have appreciated their time
Keep notes
Look for themes
Create action plans or involve your staff in the creation of the plans
Follow up and let people know about the action plans and implement them.

Are stay interviews for every organization? The truth is no; they are not a good idea for every organization. For example, suppose you have not cultivated a culture of trust and are unwilling to act on what you find out. In that case, it is better to avoid them because if you aren’t going to take action or involve the staff in taking action, you have just ignored your folks and further eroded their trust and they will continue to mumble the lyrics, “Should I stay or should I go”.

If you need more help with stay interviews or assistance with hiring and recruiting, contact ArboRisk to learn more about their Thrive Risk Management Hiring & Recruiting Package.