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Posts tagged Small Business
Racial Equality in the Workplace - Five Steps to Help Small Businesses

Dearest Clients, Readers, and those just passing by,

The last few months in small business HR have been fast-paced in terms of changing workplace dynamics and a huge, HUGE, growth mindset around racial equality.  Collectively we have a tremendous amount to learn. As a consultant, entrepreneur, and mom I am learning just as fast as I can. 

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If you're like most of my small business clients you believe in and support the Black Lives Matter movement and seek to find racial equality in your workplace but feel paralyzed about how you and your small business can or should support, react, be an ally to, and advocate. I've navigated these conversations with several clients and one thing that is abundantly clear is that doing nothing, being a late adopter is not an option. I think that the sky's the limit in terms of growth and that this is not a one-time, trendy fix. Having a growth mindset is imperative for small businesses. Here are five steps small businesses can do to support racial equality in the workplace.

  1. Communicate to your team members and perhaps even your clients your stance on racial equality in the workplace. Here are examples from Barre3, Ben and Jerry’s, and Chipotle.

  2. Adopt a Diversity, Equity, and Inclusion (DEI) policy that will create cultural shifts to ensure equality for all in your workplace. Evaluate your workplace policies and practices and critique your unconscious bias. Specifically look for opportunities to improve in the areas of recruitment, training, professional development, employee relations, performance management. Perhaps develop a committee of teammates to help provide insights and reduce unconscious bias during your evaluation. MacArthur Foundation has a stellar example of their DEI policy and work.  

  3. Invest in training for your workplace. Franklin Covey has a solid resource offered on-demand on Unconscious Bias. Note; I have no affiliation with Franklin Covey, I simply admire their work and this program. 

  4. Seek feedback from your workplace. Allowing your workforce to provide feedback to you anonymously will help you understand opportunities for improvement and allows for the individual teammates to feel protected. Resources that may be helpful include; ThoughtExchange, Officevibe, TinyPulse (again, no affiliation).

  5. Don’t be silent. Most likely your workforce is waiting to hear your response to the unveiling of racial inequality in the United States. Your silence speaks volumes. Take a proactive, thoughtful approach by communicating the value that each of your team members brings to the workplace (past, present, and future) regardless of their race, gender, LGBTQ+ status. Communicating your stance is crucial to creating equality, and a sense of belonging, for all people in your workplace.

We all have work to do in the areas of bias and workplace equality whether you’re a beginner or you have been studying this for years EVERY ONE OF US IS LEARNING. Coming at this with a growth mindset, even a beginner growth mindset, is fantastic. This article from Lattice gives examples of how bias exists in recruiting, promotion, and even simply listening to ideas: How to Reduce Unconscious Bias at Work. You may also want to watch this TedTalk that has a great exercise at the beginning that highlights some of our biases. Both of these free resources would be appropriate to share with your leadership team and even your workforce as you begin to approach educating and unraveling unconscious bias in your small business.

What obstacles have you encountered in your workplace? I feel strongly that the obstacles are our greatest opportunities. Change is happening at lightning speed and it’s the best time in my career for our work cultures to grow.

Also, what ideas have you implemented, or has your workplace implemented that feel like a step in the right direction?

I look forward to hearing from you about your thoughts, comments, or questions.

Humbly learning with each of you.

Amy McGeachy

COVID-19 It's a Complex Time to be an Employer
 

Dear Small Business Clients,

I am here for you!

These are complex times to be an employer. Making decisions about furloughs, layoffs, or business viability are emotionally taxing. Having helped some of you with these decisions, I’ve been in the trenches and feel some of that burden. The effects of COVID-19 not only impact your business but your workforce, individual team members, and their families. I’ve also been helping small business clients develop and roll out a new Families First Coronavirus Response Act (FFCRA) policy to guide them through these various leave situations. There are a lot of scenarios to consider between federal and state leave laws.

You, my clients, have largely focused on a balance between business viability with what's in the best interest of your workforce. What amazing humans you are to consider the whole during these stressful circumstances. I am encouraged by this level of leadership despite your heavy burden.

Federal FFCRA Paid Sick and Family Leave Policies effective April 1st.

The federal government legislated new leave policies that go into effect April 1st (tomorrow as of this post). This gives small businesses very little time to understand, prepare, and communicate about the new leave to their employees. I get that you are under a significant time crunch. 

The Society of Human Resource Management (SHRM) for which I am a member and certified professional developed a comprehensive policy for employers. I’ve customized this policy for clients, and I’m happy to jump in and help you too. The important thing is that you read the law, understand what it is asking of you as an employer, and communicate it to your workforce ASAP. Like all employment policies, you will need to follow the policy once you roll it out. Employers are accountable to this new legislation beginning April 1st. 

To do: 

  • Develop a Families First Coronavirus Response Act policy. Contact me if you need help or a template to get you started.

  • Develop a pay code to track time for Emergency Paid Sick Time and ideally a separate one for Paid Family Leave. These codes will help you recoup the time in the form of a tax credit.

  • Post the Employee Rights poster in your workplace (break room/copy room) when you return to your office. In the meantime, digitally share (email is acceptable) this poster to your workforce along with your updated policy.

  • Review your states' COVID-19 Scenarios and Benefits Available poster. Washington (updated 3/26/2020) and Oregon (updated 3/23/2020). 

Additional Resources:

Please reach out via email or phone if you have questions or need clarity, email or direct at 360-991-5727.

Stay healthy and safe!

Amy McGeachy, PHR, SHRM-CP

HR Consultant to Small and Medium-sized Businesses

 
 
Small Business Leaders; Here are 10 Reasons to be Grateful.

In honor of Thanksgiving and the upcoming Small Business Saturday gratitude and all of the love for small businesses is in the air. To reinforce the benefits small business leaders enjoy, as opposed to their counterparts running massive organizations, here is a list of reasons to be grateful for leading in a small business.

 
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10 Reasons Small Business Leaders can be Grateful.

#theexceptionalworkplace #smallbusinesssaturday

 
  1. You know all of your employees by name, their family, and you might even know their dog's name too!

  2. Your entire leadership team can sit around one table.

  3. Making a business change to ebb and flow as needed is like steering a kayak, it takes some effort but your hard work will pay off, versus captaining a large vessel.

  4. You have a significant influence on what's happening in your workplace. Awe, the sweet feeling of good ol' American independence.

  5. Team building, with your entire team, is possible! Try this one --> Portraits of Appreciation

  6. Calling a morning huddle in the lobby or conference room doesn't usually require calculating time zones and video conferencing.

  7. A dozen (or two or three) Blue Star Donuts makes for a sweet snack for your afternoon all staff team meeting.

  8. As a leader you can share your vision in 1:1 dialog to ensure that everyone is engaged.

  9. Some fantastic tools are free to small businesses under a certain number! Officevibe (employee engagement tool) is one example.

  10. In times of significant excitement or significant sadness for your business or team, your whole workforce comes together to support and encourage.

Bonus: Small business leaders know their workforce well enough to realize that enrolling team members in a "Jelly of the Month" club is not a good holiday gift (a la the movie Christmas Vacation with Chevy Chase).


Love practical tips for creating an exceptional business? We’ve got loads more in The Exceptional Workplace! We help small business leaders (CEO, Owners, HR, Controllers) cultivate exceptional workplaces through strong HR and people practices. 

The Annual Performance Review is Dead, Now What?

It’s been a slow death, but the Annual Performance Review is for the most part, dead. Soon, we will no longer hear about the annual performance review from companies large or small. It’s a giant, unproductive exercise in project management for the CEO or HR leader with ineffective outcomes.

If you’re like most of the small business leaders that I know you have...

  • Decided not to performance reviews anymore

  • Forgot, ignored and have not done performance reviews in the past 1-2 years

  • Never did annual performance reviews

 

 

 

Why are annual performance reviews so darn ineffective?

  1. They are a recap of a year’s worth of performance. The employees in the 2018 workplace want to spend time looking at the present and the future. They don’t want to look back at 12 months of performance whether it was good or bad. They are asking, what’s next for me, now? What’s coming in the next 3 months?

  2. Our workplaces are fast-paced.. Employees and employers need to have more regular communication about performance and waiting 12 months between reviews is simply too long to build any momentum or plan for development.

  3. Managers were never really good at them. That’s right, when you do something only one time per year you never really get in a steady cadence to be consistent and effective. Besides, most managers begrudgingly did them just to check to a box.

And, I’m sorry! I have pushed the annual performance review in the past and even rolled out new systems to organizations. With a lack of employee/employer feedback it feels like an obvious tool to communicate but alas I think we can do better. We can communicate in better ways to create workplaces where feedback, goal setting, and coaching are frequent and executed with ease.

Now What?

Small businesses are embracing quarterly reviews. This can be a game changer for your culture, business goals aligned with individual goals, and communication. Let’s look at why and how to do this right.

I am a humongous fan of dropping the annual performance review and replacing it with quarterly reviews. This can be a game changer for your culture when business goals aligned with individual goals and communication. Let’s talk more about why and how to do this right.

 

 

5 Benefits of Quarterly Reviews

  1. Cadence - Setting a quarterly cadence helps keep the goals top-of-mind and allows managers and employees to get good at having quarterly performance dialog.

  2. Set achievable, top-of-mind, goals - Set goals that set are small bites (or at least bites of a bigger goal) which makes them easier to digest and accomplish.

  3. Accountability - With a quarterly cadence, and setting meetings in advance, there is accountability built into the process.

  4. Lightweight - Quarterly review are lightweight. They should be thought of a process that is used to manage performance and not an annual event that you do.

  5. Feed Forward - Annual reviews were a tool to provide feedback. Think of quarterly reviews as a way to feed forward and look ahead at goals and performance for the coming quarter.

 

Here is how to start implementing a quarterly review process

Follow these steps below or use our Quarterly Performance Goals download to get started. The download includes a how-to guide, sample review, and a fillable PDF and it can be found on this site under Premium Content.  

Lay the Foundation - Develop a structure for your quarterly reviews including basic guidelines (who, what, when, where, why and how). Communicate the process to your team and allow time for questions. Also, communicate your goal for continuous improvement in this process. For example, at first we are going to start by using only 3 questions and a 1-page form...in the future, we may add questions and perhaps even utilize software to help manage the quarterly reviews.

Monitor and Improve - Once everyone has completed the first round of dialog seek feedback. Ask managers and ask employees so that you can get a sense of how things went. Look at the results of the review conversations (the quarterly review forms or documentation) for feedback.

 

Sample Quarterly Review Questions

Assuming you and your team member know the company’s overall goal and mission for the year let the quarterly review be a dialog. Both of you will come prepared to chat and come to an agreement on the following questions:

The beginning of the quarter:

  • What are your goals for the quarter?

  • How will you make progress towards those goal(s) this quarter?

  • What tools and resources will you need to accomplish your goals?

  • How does your goal contribute to the company’s overall business goals?

The end of the quarter:

  • What was your biggest accomplishment in the past quarter?

  • Describe where you struggled

  • What’s one thing that could be going better?

Then, document what has been discussed (Google Doc, blank piece of paper, napkin, use this guide, whatever!) and make sure that both the employee and the manager get a copy.

Set a date for the next quarterly review 3 months out. Rinse and repeat.

Keep this process lightweight. One downfall of the ‘annual performance review’ has been the heavy burden that it creates for people. Your goal by changing your process is to make it effective and simple. If it’s too heavy and difficult you’re doing something wrong.

 

Download your How-to Guide and Quarterly Performance Goals Worksheet. Your guide to ditching the annual performance review and replacing it with employee-driven, actionable quarterly goals.

Ready ditch the annual performance review and replace it with employee-driven actionable quarterly goals? Consider joining The Exceptional Workplace premium content. There you will find the intuitive How-to Guide and a Quarterly Performance Goals Worksheet specifically curated for small and medium-sized businesses. Download your copy today and get started.