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Why is Strategic Planning Important?

Why Is Strategic Planning Important?

Written by Kevin Martlage

It was the great New York Yankee Yogi Berra that once said, “If you don’t know where you are going, you might wind up someplace else.” That quote is so incredibly relevant especially when you think about the future of your tree care company and your organization. Sure, you may run a successful business that is taking the tree care industry by storm but is your current path sustainable, is it profitable, and most importantly are you achieving all that you can? Do you have a clear goal in place for the next 3-5 years or even next year as you continue to build your company and your team? If not, you will certainly end up someplace, however is that place where you ultimately want to be?

The myth about strategic planning is that it is considered by some to be an arduous task that takes a lot of time and energy to develop a plan to achieve something you were already on the path to achieving. While strategic planning does take some time and energy, if done intentionally and correctly, it will help you define the proper path for your organization that will lead you to new heights and ultimately the personal and professional goals of you as the owner, your team, and the organization. 

Strategic planning involves the organization taking a close look at several different areas to develop a plan for the next 3-5 years. A plan that will help identify key milestones, deliverables, resources, and opportunities to achieve both short term and long-term goals for the organization. There are many ways to complete a strategic plan as the basic concept has been around for hundreds of years. However, if you approach the development of your strategic plan with an infinite and long terms mindset it can help you clearly identify a path for your organization that will determine what else may be possible. 

When I lead organizations through the strategic planning process we typically focus on 5 keys steps:

  • Confirm the Why
  • Review performance and current state
  • Identify what is possible
  • Determine how we get there 
  • Implement and monitor

The most effective way to start your strategic planning process is to determine, or validate, the “why” of your organization. Why are you in existence? Why do you have a tree care company? Why do you do what you do? Without a good understanding of your “Why” you will be creating a plan that is not in alignment with your organizations core values, mission, and purpose. The “Why” is considered the lifeblood of any organization and without it you will ultimately just end up someplace else. 

After determining or validating your “why” you then need to look at what got you to where you are today. This is completed by taking a deep dive into your current organizational performance and the past 1-3 years. This not only provides you the opportunity to look critically at your organization, but also provides insight into success stories, enhancement opportunities and ideas as to what else may be possible. Typically, this is the most enlightening part of the process as it encourages those working to create the plan the opportunity to step back, take a deep breath and look at the specifics of their organization from a different perspective than the day-to-day work. 

Now comes the fun part of the strategic planning process, the ideation and determination of what’s next? Where do you want to go as an organization? Do you want to maintain the path you are currently on, tweak it a bit to head toward other opportunities, or is it finally time to make some adjustments that will successfully set us up for long-term sustainable growth? Without a clear path you will end up someplace, but maybe not where you want to be. Walking through the determination of where you want to go and what you want to do over the next 3-5 years is a process that can take on a lot of different forms. The key to this is that whatever is determined or identified as a viable long-term goal, it must align with the “Why” of the organization. Without that alignment, you will once again be heading down a path to somewhere else. 

After key long term goals of the organization have been identified, it is now time to ensure that an effective operational and business plan is created to support the goals that have been determined. Too often, I have worked with organizations that have created a great plan, however it sits on the shelf and never gets looked at or used. Just as important as the plan are the steps you will take to achieve that plan and the commitment to keeping the plan alive. To develop those steps, you once again must look critically at your organization to determine the following regarding your goals:

  • Do we have the resources necessary? 
  • Do we have the knowledge necessary? 
  • What are some potential roadblocks that we need to proactively identify?
  • What are some outside resources we may need to engage?

Based on your gap analysis between the current organization and the future goals, specific next steps will need to be determined to ensure that the goals can be achieved.  Implementation of your plan, then becomes the next step to ensuring that you continue towards the place you want to be. 

Ensuring that a solid operational and financial plan is in place, will help your organization continue to have the support and ability to achieve the plan, but only if the entire organization is committed to and aware of the plan. Communication is key in this phase of strategic planning. 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. 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. 

Strategic planning is extremely important for any organization regardless of how small or large you may be. For those larger tree care companies, strategic planning will help ensure you are continuing to be sustainable and maintain relevance to the industry and your clients. For the smaller to medium size companies, strategic planning will also provide you those things, but it can help take you to new sustainable heights as you take your organization to the next level. In either scenario, a good strategic plan is important to not only your organization and your team, but ultimately the overall tree care industry. 

To learn more about how strategic planning can enhance your organization, I encourage you to look at our Thrive Risk Management Strategic Planning package. In just 4 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. 

Growing Your Human Resource Assets

Growing Your Human Resource Assets 

Written by Jim Skiera

The most common growth limitation I hear from business owners is the difficulty they have recruiting new employees. Our tree care business clients, in general, have a backlog of work but are having difficulty finding enough skilled labor to meet the client’s need. As a result, most tree care companies are more likely competing for employees, (human resource assets), more than competing for work. To make recruiting even more difficult this challenge exists for most businesses. The most common sign seen today is “Now Hiring”.  

To be competitive in this tough labor market it is critical to view employees as assets. To retain and develop employees for the long term, offer to help them build a career rather than a job. When you have a team of employees that feel they are part of your business growth plan, you are building the best recruiting tool available. Set aside time to visit with each employee to discuss their career goals and help them develop a plan to achieve the goals.

The process should include identifying and developing new leaders. New leaders may be needed to replace someone retiring, a person who has been promoted, to fill a vacancy caused by turnover and or to fill a new leadership role created to expand the company. It’s a risk management strategy that increases the availability of prepared and qualified people as the business grows, adds new employees, new services and or loses a key employee. It’s also one of the best ways to retain, inspire and reward employees. Happy employees are great recruiters. 

No matter the size of your company, this activity starts at the top. Include employees in your succession planning discussions. Leadership is a learned skilled, preparing your people to lead is one of your most important duties. One of the most important skills to develop as a leader is your ability to listen. Model that skill and it will become part of your company culture.

Here are a series of steps to consider at least once a year to help you include employee development in succession planning to grow your business and human resource asset base. 

  • Identify critical positions in the company which require highly capable employees. If you are looking to expand include critical positions needed for that expansion.
  • Identify the most competent person for each specific critical position and what the consequence would be if that person were to leave, be promoted, and or become temporarily unavailable.
  • Identify people in the organization that are likely candidates to advance into those critical positions when the time comes. These transitions can be planned in the case of a promotion, or in the case of an emergency the company is prepared to minimize the impact.
  • Identify success profiles for all critical positions. If you are on top of this there should be job descriptions to review for this information. If not, that is a good first step to developing a success profile.
  • Create development plans for successors to ensure they are ready to assume future roles.
  • Develop employee development plans to address the gaps. Budget time and resources for leadership training.

Begin by getting your key players involved to help with identifying critical positions and highly capable people. At first people that haven’t been included in this type of discussion in the past may be threatened by the concept, it may appear you are getting ready to replace them. Communication needs to be handled well and if it is, you will find it is something that is welcomed. The process allows people to see benefits and opportunities that they might not have seen before, for themselves, others and the company. In time it will be a part of your culture and every employee will become a recruiter.

If you need additional help growing your human resource assets, check out ArboRisk’s Thrive Leadership Development Package! Our experts will work with your leaders one-on-one to build their leadership skills, thereby increasing team loyalty, efficiency, and profitability.

Developing Leaders Using Flashlights and Mirrors

Developing Leaders Using Flashlights and Mirrors

Written by Kevin Martlage

As a tree care business owner, you are faced with numerous decisions and issues surrounding your organization and team on a constant basis. How you approach those things ultimately rests on the shoulders of you as the leader of your company. While we all have various levels of success and issues we are dealing with, the backbone of any organization is the team that leads and runs the business. Certainly, our customers, vendors, suppliers, and equipment are all important, but without an effective team to take care of those things you are simply another tree care company searching for that next tree to prune. 

If I were to ask you how are you intentionally developing your current and future leaders what would you say? Could you honestly answer that question or does the typical business day cause too many hurdles and time constraints to effectively develop the team around you? If you are developing your team, great!! What then specifically are you doing to ensure that your team has all the tools and resources necessary to be successful, productive, and most importantly happy? Do they know what good looks like and how they can positively impact the organization daily? Those are all questions that are important to think about as you advance your organization and team with effective and intentional leadership development. 

I work with individuals and teams daily helping them identify what is “being left on the table” in terms of their overall strategy, teamwork, operational efficiency, and productivity. While my work with those clients is extremely fulfilling, it is the ability to help individuals look internally to understand themselves and how they can continue to impact their organization that is the most rewarding as a coach. This is where the concept of ‘Flashlights and Mirrors’ becomes relevant.  

That phrase, ‘Flashlights and Mirrors’ was introduced to me by my father who has spent a vast majority of his life crafting various workshops and trainings to help people, and teams, realize their full potential. The concept is one that I use with my clients and is something that I think can be very impactful if a leader fully embraces it as they develop their team to make a positive impact on the tree care industry.  

The concept is simple. As a leader, it is your responsibility to ensure that those on your team have not only the resources and understanding necessary to complete their job responsibilities, but also your support to reach their full potential.  The ‘flashlight’ in this equation is used to help “shine the light” on those areas that are important to them. The ‘mirror’ is then used to help them look internally to understand how they are impacting the organization, the team, and their professional development on a consistent basis. Your responsibility as a coach committed to transparent communication and support, is to help facilitate those conversations with your team. 

There are a variety of ways to use the ‘flashlight’ concept with your team when it comes to their development. However, the thing that turns it on the brightest is the question, “How can I help?” Not only does this open the discussion for further discovery, but it also helps to build trust which is super important as you develop your current and future leaders. Granted the responses can vary and have a lot of different outcomes, but as a leader it is your responsibility to take their response and help shine that flashlight a little brighter so you can both uncover what it is that they desire, need, and are passionate about. 

Some suggested questions you can use to help shine that flashlight are:

  • How can I help?
  • What support can I provide to help enhance your ability to lead your team or to do your job?
  • Are there any areas of your responsibilities that you feel you could use some additional training?
  • What are your career goals within this company and outside of this company?
  • Are you happy with the responsibilities you currently have?
  • Are there areas of the business that you wish you had more interaction or responsibility for?
  • What are you passionate about within this company? 
  • What are you passionate about outside this company? 

The list can go on and on. However, as a leader committed to developing your team, it helps to understand what it is that they are passionate about, want to achieve, are having difficulty with, or need help with. Once you begin to understand those areas, you can work with them to develop an action plan around how to alleviate those issues and achieve those goals. This then becomes their developmental plan which can be used as you continue to meet with them and develop them for the next step in their career.

 

The concept of using ‘mirrors’ is a bit different, but equally important. This is where, as a leader, you help them look internally regarding their own performance within the organization. This part of the equation can be as detailed or simple as your organization allows. However, the most important thing to remember is that the ‘mirror’ only shows facts and does not reflect emotion. 

The ‘mirror’ is used to help you have those transparent and important conversations with your employees that provide specific details regarding their performance and interactions as a member of the team. It is also meant to help you provide them with some invaluable insight into how they interact with others, support others, and impact the team and organization. 

To build your mirror you must first determine what “good” looks like for that individual and your organization. When we say “good” this includes developing and providing specifics about the culture of your organization, metrics you would like them to achieve, acceptable interactions and communication with others, and most importantly their ability to understand what is expected of them on a daily, weekly, monthly, and annual basis. Once developed and agreed to, this then becomes the ‘mirror’ that you consistently use to help them look at those things. By consistently, transparently, and intentionally providing them feedback regarding their performance in those areas, you are helping them to “look in the mirror” to remind themselves of what good looks like and how they are positively and negatively impacting those things. This will help continue to develop them personally as they work to achieve those goals and continue to positively impact the organization by looking inward first. 

The concept of “flashlights and mirrors” is simply a guide to how you can provide invaluable insight and development opportunities for your staff. The key to any of this is that you must be consistent with your development conversations while you build a trusting and effective business relationship with your team. If you would like to learn more about intentional leadership development, I would encourage you to look at the THRIVE program, and specifically the Leadership Development Package, for more details. 

4 Must’s of Effective Leadership

4 Must’s of Effective Leadership

isIn that last couple of decades, neuroscientists have shown that one of the most important aspects of effective leadership is emotional intelligence. A well-known leader in this research is author Daniel Goleman. Goleman states that one of the most important roles of a leader is helping employees engage in their work, ultimately leading to a satisfying work life balance. A key to unlocking that engagement is emotional intelligence.

Although leadership typically focuses on external pieces; such as employees or the direction of the organization, we first need to focus on ourselves, the leaders. In his book “Primal Leadership”, Goleman discusses the importance of leading your followers with emotional intelligence. Whether we like it or not, there is a direct correlation between the leader’s mood, employee’s moods, and performance. Below are 4 key pieces to effective leadership utilizing emotional intelligence:

1)Know Yourself

As a good leader, your employees will mirror your moods, work ethic, and even decision making. This means that the most important piece of being a good leader is being aware of yourself and your mood. If you, the leader, are upset and communicating poorly, what impact will that have on your employees?

Goleman mentions three things we can do to make sure our mood isn’t negatively impacting our followers.

1.Self-Awareness: What mood are we in? Why are we in this mood?
2.Pausing/Reflecting: What impact does this have on others? Is it beneficial or harmful?
3.Adjust: What mood do we need to be in to lead effectively? How do we adjust?

Though these sound simple and straight forward, building self-awareness into your everyday life will help with more than just building strong work environment.

2)Know Your Employees

Once you’ve got a hold of your own emotions, we can start looking out towards our employees. Think of morale, motivation, and optimism as three good measures for productive employees. Outside of work, how do you make people close to you feel like you understand them? An MIT article mentions 3 ways to help people feel understood:

1.Questions: Asking employees how they feel or what their thoughts are on certain topics is the best place to start.
2.Active Listening: Active listening is the idea of repeating what others say to you without inputting your own ideas to make them feel heard. Disregard your personal opinions at first to make sure you’re really understanding how they feel.
3.Perspective: It is important to understand where your employees are coming from in their perspective, not yours as the foreman, manager, or even owner. This will help you work towards a solution much more efficiently.

3)Know Your Organization

Organizations are constantly shifting, often times based on the needs and preferences of their employees. An effective leader should be able to adapt to the culture of the organization as it grows. One important distinction is understanding that there may be different cultures in different departments, each requiring a different style of leadership. I’d challenge you to assess your company culture as a whole, at a department level, and potentially at the level of each crew. This should help identify who your core leaders are, and what type of leadership they need to utilize in each role. Below are some questions to help you get started:

1.What is the organization most known for?
2.What is the organization best at?
3.Where is the organization headed?
4.Who is in charge of getting it there?

 If you need help addressing culture concerns, take ArboRisk’s culture assessment! This assessment can give you a baseline for where your culture is at and you will receive a FREE one page summary of your results!

4)Create a Vision

Effective leadership, and effective organizations for that matter, all require leaders and their employees to work towards a common vision. A clear vision. It is the leader’s responsibility to ensure everyone has a positive outlook on the organization’s vision, creating a positive work environment. The leader should be able to understand bottlenecks arising out of working towards the vision, listen to the employee concerns, and come up with creative ways to work around those issues ultimately keeping the organization on track. This is usually done with the following:

1.Delegating: This is where creativity can come in. Who is best at specific tasks? Who enjoys specific tasks to ensure they’ll be done proficiently?
2.Goal Setting: Visions are long term, goals are short term items that help work towards completing the vision. How can you utilize goals to help motivate your crews?
3.Coaching: “Success is in the journey, not the destination.” Utilize working towards the vision as a way to help your crews grow and learn.

The organization has its goal, but so does each employee. Most people want growth, some want money, others want education. Learn what drives your employees and build that into your overarching goal.

How important are leaders within your organization as it stands? I’d argue leaders are the engines that drive an organization towards its future goals.
A strong company recognizes the need for effective leadership within their organization and utilizes leadership to motivate employees to work harder, smarter, and more efficiently. I’d encourage you to check out some of Daniel Goleman’s work, but there are plenty of resources discussing effective leadership on YouTube as well. This process will hopefully help not only with achieving your company vision, but building a strong company culture along the way. Feel free to reach out with any questions!

Sources:
https://hr.mit.edu/learning-topics/leading/articles/basics#forms
Primal Leadership, Written by Daniel Goleman

Written by: Malcolm Jeffris, CTSP

Supervisor, Manager, Director?

Supervisor, Manager, Director? Leadership your tree care company

As your business expands from one to four, to fifty employees there is a need to establish some layers of responsibility amongst your leadership team. Its best to clarify these layers with job descriptions. The terms supervisor, manager and director are common titles, but what are the differences between the three?


If you are not sure, don’t be embarrassed. There are a lot of similarities but each has a clear definition and knowing the difference is vital if you’re planning on hiring someone to oversee a crew or department.

Supervisor
The title of “supervisor” is often one of the first managerial positions within a company hierarchy. Often supervisors are promoted from within, rather than hired from outside. He or she is typically a high-performer who has been with the company long enough to be intimately familiar with both the company policies and the quality of work expected from the rest of the team.

Supervisors generally oversee a group of people in similar jobs, who are doing similar work. Their role is assigning work and keeping employees on track. Supervisors usually plan work daily to meet project objects and deadlines provided to them by a manager. Supervisors are often hands on and assist with training new employees.

Manager
Managers manage resources — whether financial, material, or personnel. Managers have decision-making capabilities regarding those resources. They determine what equipment and materials to purchase, establish project deadlines and who and when to hire and fire employees.

Because the responsibilities are greater, managers need to have more insight into the broader operations. They make sure work is performed within the policies and procedures of the company. A manager allocates resources to meet company goals. Depending on the size of the company, a manager may oversee employees directly, or oversee a team of supervisors.

Management positions require additional experience and often education and training. In most organizations, a manager is tasked with day-to-day concerns. For example, a manager may be more involved in overseeing employees and supervising the implementation of team or company-wide initiatives. The manager is the one with a hand on the wheel, keeping everyone on the right course. Managers are expected to encourage, mentor, discipline and evaluate employees on a frequent basis.

The planning horizon for managers is typically one week to a year.

Director
A director is a manager of managers. A director is focused on implementation of company-wide initiatives. This position is tasked with formulating what will be next on the company or division’s agenda. Rather than having a hand on the wheel, the director is charting the course to come, before delivering instructions for managers to carry out. Directors formulate a vision of what success will look like.

A director is responsible for examining and evaluating the organization’s process. Where are the shortfalls? Where are the bottlenecks? Where is the system working and where is it failing? The director is tasked with solving these challenges. Directors are responsible for long term planning. The horizon is typically one to three years out.

For the small tree care company owner, you may be all three, however, the key for you is to understand you are responsible for both day to day and long-term planning. Make sure you take time to look to the future. Planning to hire the right people to take over the role of supervisor and manager will ultimately free up your time to do director level work, which is the key to successfully growing your company and profits.

If you want your company’s leaders (managers, crew leads, etc.) to grow professional and truly become extraordinary, check out ArboRisk’s Thrive Leadership Development Package! Our experts will work with your leaders one-on-one to build their leadership skills, thereby increasing team loyalty, efficiency, and profitability.

Written by: Jim Skiera