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Andy Roark

Jun 22 2022

Firing Them Will Catch Everyone By Surprise

Uncharted Veterinary Podcast Episode 183 Cover Image - firing them will catch everyone by surprise, photo of cat looking surprised

This Week on the Uncharted Podcast…

What happens if there is a veterinarian on the team who you are friendly with but who isn't a cultural fit for the team and you decide it is time to part ways? This week on the podcast, Dr. Andy Roark and Stephanie Goss are tackling an international mailbag letter from a practice owner who is struggling with a lot of change in their practice. They have a new manager, they lost a veterinarian who was a partner in the practice suddenly and there is a veterinarian that is a part of the team who just does not seem to always play well with others. In particular, their behaviors and attitudes towards the practice owner are challenging to say the least. This practice owner is concerned that since the team sees them being friendly or at least neutral in their behaviors/interactions with this vet, they will be shocked and there may be collateral damage with the team if they choose to let this vet go. Let’s get into this…

Uncharted Veterinary Podcast · UVP – 183 – Firing Them Will Catch Everyone By Surprise

You can also listen to the episode on Apple Podcasts, Spotify, Google Podcasts, or wherever you get your podcasts.


Got a question for the mailbag? Submit it here: unchartedvet.com/mailbag


Upcoming Events

TEAMWORK MIND MELD: SETTING EXPECTATIONS FOR TEAM COMMUNICATION

You can overcome your concerns or fears over leading your team through team building/communication/accountability work! The simplest way is to learn about it and practice it within a supportive community. In this team communication workshop, we will cover a series of simple, easy-to-lead exercises that will allow you to walk your team from the very first “getting to know you” conversation all the way through the hard stuff and on to the dream work level of teamwork.

You will leave this workshop with:

  • Experience participating in and running communication exercises
  • Confidence in leading your team towards building a foundation for better communication and teamwork within your own practices

Join us on Wednesday, June 29 from 8:30 – 10:30 PM ET/ 5:30 – 7:30 PM PT for $99 (FREE for Uncharted Members!) Members must still be registered to attend.

All Uncharted Veterinary Community Workshops are LIVE! You will be able to ask the instructor questions that help you address your practice’s unique problems. This will not be 2 hours of silent screen time. Gear up for interactive, fun learning! REGISTER HERE TO JOIN US


Episode Transcript

Banfield Pet Hospital Logo

This podcast transcript is made possible thanks to a generous gift from Banfield Pet Hospital, which is striving to increase accessibility and inclusivity across the veterinary profession. Click here to learn more about Equity, Inclusion & Diversity at Banfield.

Stephanie Goss:
Hey, everybody. I am Stephanie Goss, and this is another episode of the Uncharted Podcast. So this week on the podcast, Andy and I are tackling a mailbag question from an international listener, which just really, really excites me. I love hearing from all of our listeners, but it was definitely a nerdy moment for me when we got our first international mailbag question. It was just so awesome. Thank you for writing in. And I'm excited to tackle this one because we had a practice owner reach out and say, “Hey, I am struggling with a veterinarian on my team. I don't feel like they're a cultural fit and I probably need to let them go, but I'm really concerned about the rest of the team not seeing it coming. In fact, I think they're going to be kind of blindsided, and I want to know how do I avoid that.” So this one was super fun. Let's get into it, shall we?

Announcer:
And now, the Uncharted Podcast.

Dr. Andy Roark:
And we are back. It's me, Dr. Andy Roark and Stephanie, taken by surprise, Goss. Is that a song? I don't know.

Stephanie Goss:
I love it. How's it going, Andy?

Dr. Andy Roark:
And Stephanie, surprise, Goss!

Stephanie Goss:
Surprise! Surprise! It's just that kind of day.

Dr. Andy Roark:
Yes.

Stephanie Goss:
How's it going?

Dr. Andy Roark:
It is good.

Stephanie Goss:
Good.

Dr. Andy Roark:
Yeah, things are rolling along here. Super busy. Wrapped up the school year. Getting kids out the door to their various camps, improv comedy camp for the kids coming up right around the corner.

Stephanie Goss:
How fun.

Dr. Andy Roark:
A half day of silliness.

Stephanie Goss:
How fun.

Dr. Andy Roark:
Oh, yeah. It's going to be fun.

Stephanie Goss:
Good. Good, good, good.

Dr. Andy Roark:
How about you?

Stephanie Goss:
Good, good. We're getting ready to start summer, even though it's not summer here yet. We're getting ready to head out. And the kids and I spend time with family over the summer, so I'm super excited about that. I'm excited because I am doing my very first unplugging, officially.

Dr. Andy Roark:
Oh!

Stephanie Goss:
I know. I'm very excited. So Eric Garcia is a dear friend of both you and I's, and he and I have been nerding out about this for quite some time, how after he and I very first met I sat in one of his lectures about unplugging. This was years ago. And my palms were literally sweating, not touching my phone the whole time that he was talking. So we've talked about it since, and I am definitely a workaholic, and so this is going to be a challenge. But I'm really excited, and he and I are actually going to nerd out and do a podcast because Tyler, on our team, is also doing some unplugged officially this summer. And we're both doing a week, and so we're going to do a podcast I think altogether, me, Tyler and Eric, and talk about the experience and about unplugging in general. But I'm very nervous, anxiously excited. And the kids and I leave for that trip this weekend, so there's tons to get ready and get done before we head out.

Dr. Andy Roark:
I'll be interested to see how it goes.

Stephanie Goss:
Yes.

Dr. Andy Roark:
I have friends who go and do meditation retreats.

Stephanie Goss:
Uh-huh (affirmative).

Dr. Andy Roark:
Have you heard about these? People that are, like… And they're like, “Yeah, I go for 10 days.”

Stephanie Goss:
Yes.

Dr. Andy Roark:
And I don't speak for 10 days. And it's so calming and relaxing.” And then my first thought is like, “Wow.” And they're like, “Yeah, you have such clarity of thought.” And I'm like, “Wow.” And then I look at my wife and I'm like, “I think I'm going to go and sit for 10 days and not speak to anyone.” And she just looked at me until I realized how dumb that is. And then I am like, “I can't make it.” I can't make it eight minutes without expressing myself to someone. And I'm like, “Oh…” So I have come as far as actually looking at the meditation retreat, and I'm like, “Maybe just seven days. Just seven.” And finally I'm like, “This is so dumb.” I can't walk the dog a mile without calling someone and talking to them on my headphones.

Stephanie Goss:
It is true. If you know Andy and he is in your life, we get calls one of two ways, Andy's outside gardening and he needs someone to talk to or he's walking the dog and he needs someone to talk to.

Dr. Andy Roark:
I can't garden without a friend.

Stephanie Goss:
Or he's driving home from the clinic.

Dr. Andy Roark:
Who gardens without a friend? I go to the bathroom in the clinic and text people memes. I'm like, “Ah.” People know when I've taken a bathroom break because they get a bunch of Instagram shares and they're like, “Ah, that's where Andy is.”

Stephanie Goss:
Oh, gosh. It's so funny. Anyway, so yeah. So the craziness this summer is about to start. I am excited. I've been stair stepping my way up to it over this last year and it'll be interesting one way or the other.

Dr. Andy Roark:
I have argued with Eric about this. So Eric Garcia, who I love to pieces, Eric Garcia is like, “Yeah, you should unplug for a week.” And I'm like, “That's ridiculous, Eric.” You should unplug for three to five hours every day. That's what I think. That's the Andy Roark approach.

Stephanie Goss:
I don't think either of you is wrong.

Dr. Andy Roark:
I think one of us is wrong, and it's Eric Garcia. I'm just kidding. Everybody's got their own thing.

Stephanie Goss:
Yes.

Dr. Andy Roark:
Everyone's got their own thing. And it's not wrong.

Stephanie Goss:
I will say, I have therapy lined up for when I get back so that I can work through my emotions about it. I'm planning, but I am excited. And we're going to be off the grid. It's going to be fun.

Dr. Andy Roark:
I expect to get postcards from you, and the first postcard will come and it'll be a postcard, because you're offline, and it will say, “Andy, it's my first day.”

Stephanie Goss:
“Come help.”

Dr. Andy Roark:
“I'm pretty nervous. This is hard.” Then in the third day, it'll be like, “It's day three and I'm feeling really great.” And by day five, you'll be like, “Help me, God. Please mail me a cell phone at the vacation retreat where I am because I can't make it.”

Stephanie Goss:
Oh, gosh. Anyways-

Dr. Andy Roark:
That's what I think. You're going to be sending emails by carrier pigeon. You're going to 100% tie little notes to bird legs and be like, “Take this to Idex.” And you'll send it away like that.

Stephanie Goss:
Maybe. I am super excited about this episode for a variety of reasons. But the first is this came through the mailbag from an international listener, which was really exciting to me. It's funny because we get statistics on the podcast and we have seen that we have international listeners, but I, honestly, every time you and our sound editor Dustin shared it with me, I'm always like, “There's something wrong with the internet. Nobody in other countries could be listening to us.”

Dr. Andy Roark:
You're like, “That's a bot.”

Stephanie Goss:
It's a bot. But this one came to someone who is listening to us in France, which was really exciting. And so this is from a practice owner and they are really struggling with some staff. So they have been in a partnership in practice and have recently acquired the practice in whole because their partner had to bow out kind of unexpectedly and prematurely, and so the practice has gone through a lot of really rapid growth and organizational changes. So they've lost a partner, now they have a new practice manager. Which they're managing everything, they're excited about the new practice manager coming on board, but the practice owner is really struggling because while they have this new manager who's trying to get their feet under them and get to know the team, they have a doctor on the team that they are really struggling with.

Stephanie Goss:
And so they said that this veterinarian is very skilled, but a very poor fit, in their opinion. There's some gossiping and some pitting the texts and staff against other doctors and against the practice owner, and some things culturally that just seem very negative and doesn't seem like they're very happy. And they gave us some information and some background on this person. I'm going to censor a lot of it only because I think that a lot of what we're going to talk about today doesn't matter who the person is, and so I don't necessarily want to include some of that.

Stephanie Goss:
But what this owner is really struggling with is that they are cordial towards this person and they have a good working relationship, and so they're very worried that if they take this person that they feel like is a very poor fit for the team and they let them go and part ways, the team won't see it coming. And so they are very worried about what will happen. If they let them go, will there be a lot of collateral damage, will some of the team leave. And they're worried because they have this new manager, are they setting them up for failure? But they're not in the clinic, it's a mixed animal practice so and so they've got some with farm animals doing mixed animal and some who are in the small animal side. And so they're worried if they can't be in all places at all times, how do they manage this? And is it the right thing to let a vet go who feels like a poor fit? If the team doesn't know that it's going to happen and doesn't see it coming.

Dr. Andy Roark:
Yeah. Oh man, this is a really good one.

Stephanie Goss:
Mm-hmm (affirmative).

Dr. Andy Roark:
I'm super excited to talk about this.

Stephanie Goss:
Yep.

Dr. Andy Roark:
So let's go ahead… So a lot of people have had questions like this. I've heard this question many times in many different ways. And so let me just say at the beginning, I think a lot of times people underestimate how perceptive the team is, and they're like, “They're going to be so surprised!” And I'm like… Maybe they will be. Just because they haven't come to you and complained about this person recently doesn't mean that they don't recognize a lot of the negative things that are happening. And so it's hard for people to work in a hospital with a negative person or someone who starts drama and not be aware that that person is negative or starts drama. They might not communicate that to you. They've also probably been pretty smart and developed some coping strategies where they know how to treat this person so he or she doesn't blow up on them, but that doesn't mean they enjoy it. We all have figured out how to work with certain people, and maybe get along with them just fine, but we a hundred percent recognize who and what they are.

Stephanie Goss:
And the other thing that… I agree with you a hundred percent. And the thing that I would add to that is, you may even have team members who participate with this person and engage in it and you're like, “Oh, they're going to be so shocked because they engaged in the behavior with this veterinarian.” In my own experience, that was very much the case. And when things shifted and there was some changes, I remember one of the people who was always a part of the gossiping and the negativity and the complaining and moaning about everything, came to me and was just like, “Oh, yeah. They drove me crazy. Because it was always so negative, and if I didn't say something, then they made it worse. So I just said something back.” I think you're a hundred percent spot on with that.

Dr. Andy Roark:
There's a lot of appeasement. There's a lot of appeasement of those personality types where people go, “Yep.” Well, just think about a bully personality. It's good to be the friend of… If you have to be with a bully, it's better to be their friend. And so that doesn't mean you bully other people of course, but there's a lot of people who go, “I thought you guys were friends?” Like, “I just didn't want to deal with the being picked on all the time, so I made friends.” That's not endorsement of the behavior. That's just me figuring out how to-

Stephanie Goss:
Survive.

Dr. Andy Roark:
Make it and how to be happy here.

Stephanie Goss:
Mm-hmm (affirmative), yeah. So from a head space perspective there's just a couple of things for me, most of my thoughts really come in and the actual how to tackle it because the email ended with like, “If I decide to part ways, how do I communicate this the best way to the team? And when?” And so I have a lot of thoughts about that. But really, head space for me has to do with HR piece of this and leaning into this. And so I'm glad that they're asking questions because a lot of the time, a lot of practice owners don't take the time to know what their responsibilities are when it comes to HR and do things sometimes with the best of intentions, but it's all wrong. And so for me, head space has to start with when you're dealing with terminating someone, it is not about who they are.

Stephanie Goss:
It can't be about who they are. It has to be about what do they do. And I hear it. Every time I have this conversation with somebody, they're like, “But this is…” The person and this is part of their personality has nothing to do with who they are or what their personality is. It has to be about what are the behaviors that they are exhibiting and what are the things that you can tangibly and concretely point to and say, “This is unacceptable and why it's unacceptable.” So it has to be about what they're doing, not about who they are.

Dr. Andy Roark:
I love that. I think that's a really great way to look at this. And it falls into my… The big head space for me is the picking your poison, which we talk a lot about. Life is hard. It's always going to be hard. The greatest empowerment we have is choosing how we're going to struggle. And so to me, this is a math problem. At some point it comes down to a math… If I've tried to coach and I've tried to give feedback and I've tried to get them to change behaviors and they have shown me who they are and what is possible and what is not possible, then at some point it's a math problem. And on one side I have the pain and frustration and headaches of letting this person go and dealing with the fallout. And on the other side, I have the pain and headaches and frustration of not letting this person go, and that's a headache. Which headache do I want to have?

Dr. Andy Roark:
And that, my friends, is management 101. That is it. And when this person's looking back and forth and saying, “I don't know if I should do this or not,” and it seems like they kind of know where they're going, but if they're going back and forth about what do I do, the first thing is to pick your poison. It's to say, “How do you want to suffer? How do you want to struggle?” Do you want to struggle with the fallout of letting this person go? Or do you want to struggle with the ongoing behaviors that you know what they are. So that's the big thing for me is pick your poison. The other thing is pick your time. And this is really big because this person has just taken over the practice, because they have a new manager coming on, it seems like there's a lot of things in flux.

Dr. Andy Roark:
And I can't advise here because every situation is different and you really have to read the landscape. You do not have to decide right now, “I'm letting this person go, or I'm keeping this person forever.” You can decide, “I'm going to deal with this person for three months while I get this new practice manager in and stabilized.” And the practice manager, I can generally keep them engaged. And you might say, “But they're so positive and they really want the positive culture.” Most people if you go to them and you look at them in the eyes and say, “I'm on board with you and I see what you want and it's what I want. We need to stabilize this ship. I want to take three months to put up with this while we get our bearings straight, and then we are going to remove this person, but I feel like it's better for us to have our feet under us.”

Dr. Andy Roark:
Now, I'm not saying that's what we should do. In some cases it's better to just do it all at once. Put the new person in, out with the old person. We're doing the change. Just rip the bandaid off. And in other cases, you go, “I feel like we've had as much instability as we can handle. Let's stabilize the ship. It's three months, maybe six months just to get things back to where not everyone's panicking, and then we're going to reevaluate this and make this change.” But you need to set a time. You can't just be like, “Oh, at some point in the future.” That means you just decided to go on.

Stephanie Goss:
It's scary sometimes how much you and I think alike.

Dr. Andy Roark:
Yeah, I know.

Stephanie Goss:
Because in my notes I also had pick your poison, and also another one of your favorites was in there for me. But my pick your poison is a little bit different. So for me, my pick your poison had to do with they're like, “Well, now we're down a doctor because one of the partners has gone out, and now could we think about losing another doctor and we've got a new manager,” and there's a lot of anxiety there. You were just talking about the timing, and that for me was the pick your poison. I think sometimes when we go through rapid growth, we think we have no other choice but to continue growing. And so that for me is the pick my poison.

Stephanie Goss:
As a business owner, it is fully in your control how you choose to suffer here. And so you can continue to let growth explode and let things get crazy and messy, or you could choose to lean back and maybe you limit your caseload, maybe you limit your schedule. There's a lot of things that you could do intentionally to try and temper things. Even if it's just temporary, it does not have to be the end of the world. You don't have to say, “We're going to stop seeing appointments on Saturday forever,” but maybe you say, “We're going to stop seeing appointments on Saturday for the next six months.” So that very much is me for pick my poison. Because if I can get that out of the way, then I have more bandwidth and capacity to deal with some of the other challenges. And so this owner sounded to me like someone who was overwhelmed by a lot of what is going on in their practice right now and it is very easy to just feel the panic when lots of things like that are happening.

Stephanie Goss:
And I very much am on board with you about your pick your poison, but also for me, it's also about the growth. And that is something that I would think really thoroughly through, and maybe involve your new practice manager and talk about it.

Dr. Andy Roark:
I agree.

Stephanie Goss:
To what you were saying, how do we get our feet under us? What does that look like? How do we make steps forward? And then let's come up with a plan together.

Dr. Andy Roark:
Well, context matters. And I really think that that's important and that's why we spend time unpacking these things. Context matters. And when I say, “Pick your poison. What pain do you want?” well, that pain changes. If you are talking about letting a doctor go when you're already down two doctors. That might be more pain than you can take. But if you are not down two doctors, then that may be an easy choice. And so things like, for example, let's say that we have a doctor who is having some medical problems and they are in and out, or they're sort of unreliable in their schedule… And not to criticize them way, shape, or form. But while they're going through this, it may be too “painful” for me to let another doctor go.

Dr. Andy Roark:
But when they are back and things have stabilized, I go, “Oh, well, suddenly the pain of letting that doctor go is a lot less than it was when I was already down a doctor, or I didn't have that stability.” So those things can change. Just because you do the math and decide it's not worth the pain now, that math can all change if this person's behaviors change. If you're able to hire another doctor, and then you go, “Oh, look, now it's not that much pain to lose this person.” In fact, it may be beneficial. So all of that math can change. This is not a question now of forever. And the other thing that I wanted to say, especially when coming in and you're feeling overwhelmed, and I have a hundred percent been there and I know how this is, and you look and you say, “This problem needs to get fixed and I'm going to fix it.”

Dr. Andy Roark:
You don't have to fix it now. Sometimes writing on the calendar, “In three months, doctor evaluations,” lets you mentally take that weight off of your shoulders. You have made a decision, and that decision is to evaluate in three months and see where you are and what you want to do. And now you can go on and start working on practice manager onboarding or the other things that you need to do, and you don't feel like there's this elephant in the room that's not being addressed. It is being addressed. It's on the calendar in three months. And so sometimes just that type of clarity can be really helpful.

Stephanie Goss:
Yeah. There's another piece that's kind of head space, but more action-oriented for me. So I'm going to save that until we get there. But the last thing for me really has to do with just the reality of what HR is and being a business owner, which means that we have to… Part of it, part of it, is that we will always have to do things that suck. We will always have to be the one to make the hard decisions and the weight of that is squarely on your shoulders as a business owner and as someone who is in charge of HR. And the other part of it that's hard is that you can't share a lot of information with your team and there will always be decisions that you have to make that the team will not understand and that you can't make them understand.

Stephanie Goss:
And so from a head space perspective, you have got to be able to wrap your brain around that and reconcile that. And this is where, I'll be honest and vulnerable, that a huge part of getting to the place where I felt comfortable with that as a leader, as manager, as a business owner, was going to therapy and talking it out and really processing my own fears and concerns and worries about that piece of it, because I'm a people pleaser and I want everybody to be happy and I want the team to stay and I don't want to lose anybody that I really care about. And the reality is, at the end of the day, I can't control how they respond or what they do. I can only control my piece in the situation. And for me, that is approaching this from a very above board perspective.

Stephanie Goss:
And I think this practice owner, the way that they are talking about it was very logical and above board and well thought out. And I think that continuing to approach it that way is important. But the reality, from a head space perspective, is that you have to be able to wrap your mind around the fact that you're not always going to make everybody happy, there are going to be things that you can't explain to the team and that they won't understand, and you have to figure out a way to let go of that and get that monkey off your back. Because if you don't, it will eat you alive.

Dr. Andy Roark:
Yeah, I agree. I think this is a great place for us to take a break. It's a really good head space. And when we get back let's talk about what are we going to communicate to the team and what does the team need from us when we do these things?

Stephanie Goss:
I love it.

Dr. Andy Roark:
Let's take a break.

Stephanie Goss:
Okay.

Stephanie Goss:
Hey, everybody. This is Stephanie, and I'm going to jump in here for one quick second and make sure that you know about a few things that are coming up that I'm pretty sure you're not going to want to miss. But before I do that, I have to say thank you. Thanks to a generous gift from our friends at Banfield Pet Hospital we are now able to provide transcripts for all of our podcast episodes. And we have to just say thank you, thank you, thank you so much. Andy and I have wanted to make the podcast more accessible and when we were pondering the idea of how do we make transcripts a thing, our friends at Banfield stepped up in a big way and said, “Hey, we are striving to increase accessibility and inclusivity across the profession. This fits with that mission for us and we would love to sponsor it.”

Stephanie Goss:
So the 2022 podcast episodes are all now being transcribed and brought to you by our friends at Banfield Pet Hospital. To check out the transcript and find out more about what Banfield is doing to increase accessibility and inclusivity across the vet profession, head over to unchartedvet.com/blog and you can find each one of the podcast episodes and a link to find out more about equity, inclusion, and diversity at Banfield. And now, there is something coming up that you're not going to want to miss. And unlike Andy, I'm not just saying that because I'm the one teaching this upcoming workshop. That's right, at the end of June I am teaching a workshop for all of you and I am super pumped about this. This is a workshop that I just had the chance to do with our unchartered community at our April conference in person.

Stephanie Goss:
And it is called teamwork mind-melds. We are going to be talking about setting expectations for team communication, but it goes beyond setting expectations for the team communication. Really, we're going to talk about exercises and things that we can do to intentionally get the team to know each other, get on the same page. Because when we're on the same page and we know each other, having accountability conversations is a lot easier to do. So if this sounds like something you would be interested in, head on over to the website at unchartedvet.com/events and you can sign up. It is June 29th, which is a Wednesday. It's going to be at 8:30 Eastern. So 5:30 Pacific. And it is $99 for people who are not currently Uncharted members. And as always, it's free for our members. I really hope to see you there. And don't worry, we've got lots more coming later this summer. So make sure to save the events page and come on back regularly because we've got lots of good stuff coming at you. And now, back to the podcast.

Dr. Andy Roark:
All right. Well, let's talk some action steps. How do you want to break this down?

Stephanie Goss:
I love it. That's a great question. So I think for me, it's a little bit of a head space, but also action. So there are really two main things that we can evaluate our team on. We can evaluate them on their skills, and we can also evaluate them on their fit. And the fit part is really what a lot of people struggle with because it's nebulous and they don't know how to evaluate it. It's funny because you and I have taught some classes about, how do we actually do that? But for me, the action is, “Look, if we…” Especially if we don't want to lose team members in collateral damage, my question is, are we actually clearly communicating to the team what we expect? In terms of behavior, in terms of how they show up at work, how we treat each other.

Stephanie Goss:
And this is where I see a lot of managers and leaders struggle because they have somebody that they feel like is a poor cultural fit, but they don't have anything to point to and say, “This violates our rules or this violates our agreements.” And so they struggle with, “Well, how do I actually terminate them because they're a poor fit?” And so that's why I say it's a little bit of a head space thing because I think that you have to… I know you and I talk about the SAFE acronym a lot, and we talk about the F being the setup to fail. And this is where I have to ask myself, “Have I set myself and the team up for failure?” And the answer should be yes.

Stephanie Goss:
If I haven't really clearly communicated to them what I expect for them when they're at work in terms of behavior, and also if I haven't communicated to them how I'm going to show up for them in return and what they can expect from me as a boss. And so I think for me, starting to solve this problem for our practice owner would be to look at what have you actually communicated to them? What are the expectations? What does your handbook say? What are your policies? Do you have a set of team agreements or a code of conduct where it says that people are not going to gossip or are not going to engage in talking behind people's back or negative behavior? Which were some of the examples that this practice owner gave us. This vet is criticizing the way that the practices run, is getting the texts to be pitted against the practice owner. Stuff like that. Do you have policies in place that you could point to and say, “This behavior…” Because it's not about the person, it's about what they're doing, “This behavior is a violation of these policies.”

Dr. Andy Roark:
Yeah. I think expectations is really important. So I guess big action steps for me should have started with the individual. Consistent feedback on this is not acceptable and this is acceptable. I always feel like it's our job to let people know where they stand, and they can do with that information what they will, but I do feel like we should let the person know how they're doing. And it sounds like that's what happened here. It does sound like this person's been talked to a number of times and it's been very clear and direct. So the first thing is, let people know where they stand. The other thing is… There's a question here about the team is going to be surprised or I'm worried about fallout.

Dr. Andy Roark:
And a lot of times what happens when we actually have fallout, there's sort of two reasons. Number one is the person is popular with other people, and so we do get some fallout in that sometimes. I think that's pretty rare is you have someone who's causing problems worthy of them being let go and other people don't don't see that or don't believe it. It could happen. But there might be some people who are just, they're friends with this person and they're going to go along. And that may be unavoidable. The bigger reason that people really stress is we all want to feel safe and secure, we all want to feel like our jobs are safe and secure. And the idea that someone might get let go and we don't understand why it happens, that can cause us some real tension and some anxiety because we go, “Who's next? What if I make this mistake? Could it be me?”

Dr. Andy Roark:
And so the way we get around that is also clear expectations along and along of letting people know what is expected as far as performance, and then it's performance evaluations and it's talking to people about how they're doing. And honestly, it's giving people, and I keep going back to this because I love it, it's positive reinforcement.

Dr. Andy Roark:
If people hear that they're doing a good job, if they know how they're being evaluated and they know that you're happy with their growth and their development, and they see that they're doing things that are making a difference and are being held up, they're much more likely to shake off something of someone else being let go, and go, “Well, I've gotten a lot of positive feedback and I feel very secure here.” When they don't get that type of feedback they can have a lot of uncertainty, and that uncertainty can manifest as fear. And that's when we have a lot of people who go, “Oh my gosh. I can't believe this person was let go!” And what they're really saying is, “Oh my gosh. I can't believe that that could happen to me!”

Stephanie Goss:
Yes. Yeah, yeah, yeah. I totally agree with that, in that, “Get out of my head, man,” because we're on the same page today. And that definitely the last thing for me deals with, okay, when you make the decision to let this person go and you have to talk to the team about it, how do you frame it? Because that was one of the questions, which was, “If I do terminate them, what is the best way to communicate it to the team, and when and how?” So that for me is the last piece. But I'm right there with you. I think you need to figure out how to address that. But for me, in terms of how do I tackle it with the veterinarian? There's two ways you can play this.

Stephanie Goss:
You can say… Well, if you're in a place where at-will employment is a thing, there are two ways that you can tackle this. So assuming that you can just let someone go, you don't have to have cause to terminate them, you can choose to let them go and just say, “I've had enough and I'm moving on. And yes, I've talked to them, but I don't really care about it. I'm just going to say it's time for us to part ways and we're going to move on.” Or you can say, “Okay, I've got this new practice manager here. I want to talk to this person. I really truly want the team, if they were ever to find out how I handled it, to feel like I gave it all of the chances.” And a lot more of us fall into that camp of wanting to feel like we've done all of the things.

Stephanie Goss:
And so for me, I would say if you're looking at it and you don't feel solid or you're not sure, give yourself a break and give yourself the chance. And so, yes, maybe you've talked to them five times already and you've already talked about the behaviors, but this is where you give yourself the final opportunity to talk about it and document it. And so for me, it's about starting with the vet and starting very widely and openly and honest. And just say to them, “Hey…” And give them a concrete… It has to be a concrete example, but pick something that has happened recently that has been troublesome… Words are hard today.

Stephanie Goss:
Has been troublesome for you, and say to them, “When this happened, I've really been struggling with this. Can you tell me what you were thinking when you reacted this way?” Because a lot of the examples had to do with things that this person was doing or not doing after having interactions with them. And so I would just be honest with them and hear what they have to say. And then the second part of that is then take the advantage and set a plan in place, and just say, “We've talked about this a few times. I feel like I have asked you to change the behavior and I'm not seeing the change. I need us to move forward together with a plan for how we're going to fix this,” and then set a plan in place.

Stephanie Goss:
And work through it with really frequent and documented communication. That is the part that a lot of us get so worked up about writing someone up and we put all our anxiety on the process of telling them, “I'm writing you up and this is the plan that I'm giving you.” For a lot of people, that's where it then stops. And they walk away and it's like, “I've done the hard thing.”

Stephanie Goss:
But really the hard thing is the follow up and the follow through and the documentation and the checking in and saying… To your point about positive reinforcement, “Hey, this was a great week. We didn't have any issues this week. Thank you so much for really working on changing this behavior. I really appreciate it.” Or, “Hey, we just talked about this last week and we already had an incident this week. We really need to see a change in the behavior,” and follow up and reinforce that, “This is what we talked about. This is what's going to happen.” If nothing, doing it for yourself so that you can… Because here's what's going to happen, either this vet… If you lay a plan out and you talk to them and you follow all the steps and you jump through all the hoops, one of three things is going to happen.

Stephanie Goss:
Either they're going to self eject, which based on the information we have is the best case scenario in this picture. The second option is that maybe the behavior actually gets better. And that may or may not be a good thing in this case. Sometimes we think, “Well, there are some redeeming qualities about this person and I really would like to keep them on the team if they get better.” I've certainly been in that position. But maybe it doesn't, and so maybe that's not a good thing if they get their act together. But they either self eject, they get better, or you have the documentation that you need to show the lack of progress, which makes you be able to go to sleep at night and feel good saying, “I've done all I can, and now we're going to part ways and we're going to move on,” and I don't care because I have done the things that I need to do to sleep well at night.

Dr. Andy Roark:
Yeah, no. Yeah. I completely agree. I think that's a great way to get into the head space. And so, yeah, you just, as you said, march through the process of, we have continued to add steps and this behavior's not changing, and now here we are. And then when you make the decision to do it, just do it. Just do it. I don't know about you, Stephanie. I'm not a legal expert on employment law in France, but…

Stephanie Goss:
Me either.

Dr. Andy Roark:
But adhere to local ordinances and employment law.

Stephanie Goss:
Talk to your employment attorney.

Dr. Andy Roark:
Yeah. But just make the decision and just do it. I've brought it up a number of times in the past, there's a great scene in the movie Moneyball with…

Stephanie Goss:
Brad Pitt and Jonah Hill.

Dr. Andy Roark:
Yeah, Brad Pitt and Jonah Hill. Where Brad Pitt's coaching Jonah Hill on how to let someone go. Or, how to send them down to the minors. And if you've never seen that scene, it's worth a Google just to watch it on YouTube. It's a great movie. But, boy, and it's funny because it's so accurate on how we struggle with not wanting to hurt people's feelings or how we want them to perceive us as good people. And it just makes this point really well of just, “Hey, just do it.” Just tell them the news. Be empathetic. Just don't beat around the bush. Just tell them what it is, and then be done with it. And that leaves us with the last thing of what exactly do we say to the staff because we can't just disappear someone and we don't talk about them anymore. They're like, “Oh, I don't know who you're talking about.”

Stephanie Goss:
There are companies where that is a thing, and it is so weird and so awkward to me. Because it's like…

Dr. Andy Roark:
Oh, yeah. I can't imagine. And it might be more acceptable in a company of 500 people than it is in 15, but still, it's weird. Again, going back to the employment stuff, there are very legal consequences about what we can say and what we can't say. And as the employer, your hands are probably pretty tied about what you can say, but you can at least give your staff the boiler plate language. And my thing would be, always talk about this employee who were let go in a positive way. And just say, “Hey, we're really sorry to lose her, but she's going to be moving on. So guys, we're going to work hard and things are going to be okay and we're going to make some changes and shore up some of the things we're doing in the exam room, just to make things run smoothly now that we're going to be down one doctor.”

Stephanie Goss:
Yeah. And so I think this is where, for me, the action plan goes back to what you were talking about before. Which is that, A, your team is not dumdums.

Dr. Andy Roark:
Yep, they're going to know.

Stephanie Goss:
They're going to know. And B, they're worried about what is going to potentially happen to them. It's just human nature. And so always, yes, you are bound by confidentiality, but you should always tell them, “Here's the plan for the transition,” because that is going to give anxiety for a lot of people. Even if the plan is… And I have been this manager to stand up in front of my team and say, “I don't know what the plan is. I was not expecting this, but I promise you that I'm going to spend the rest of the day figuring out a plan. And I will circle back with you and I promise that we are going to take care of this together.”

Stephanie Goss:
Because sometimes you don't know what the plan is, but sometimes you do. Especially if you have documented someone through this and it has not been a thing that was unexpected and you didn't see coming, where you have to fire somebody on the spot. And so for me, it's as simple as saying, “They no longer work here. Here's the transition plan.” So in this case, “Here's how we're going to handle Dr. Roark not being on the schedule” after today, or after Friday, or whatever it is. You have to alleviate that anxiety for them. And then the other thing that you should do is say, “If you have any questions or concerns about this issue, here is who you should talk to,” and make it very clear that you don't…

Stephanie Goss:
What you're saying by not saying anything about, “Let's not gossip about this,” is, “Look, if you have questions or you have concerns, here's who you should talk to.” And it should be yourself, or your practice manager as the person who's in charge of HR. Because what inevitably is going to happen is that they are going to talk and there is going to be concerns and there are going to be people who want to know. And there are limitations to what you can and should tell them.

Stephanie Goss:
And at the same time, I should want to hear them out. If I have technicians on my team who liked working with this doctor and have concerns, I should want to, in an effort… Especially in an effort to minimize the collateral damage, to find out from them, what are they actually concerned about? And so the second follow up, when you hear that they are talking, or that there are questions or concerns about what happened, or someone, in the best case scenario, comes and asks you directly, you can say, “I hear that you have concerns about this, or I hear you've been asking questions about this piece of it.” And then you need to tell them, “Look, I can't talk to you about the personal specifics. Just like I wouldn't have a conversation with somebody else about your personal employment specifics. However, I want to understand what's worrying you, or what's bothering you. What are you concerned about?”

Stephanie Goss:
Because really, at the end of the day you want them to hear that you care about them, you're not going to share information and shut it down, because you can't from an HR perspective. And at the same time, if Sarah is gossiping about the fact that Dr. Roark is no longer on the schedule, I want to know what is Sarah actually worried about? Is she worried because she's going to miss Dr. Roark as her friend? Is she worried that she might be next because they were gossiping together and she thinks that this doctor got let go for gossip? In that case, I can totally hear what Sarah has to say and then figure out how do I address that in a one-on-one capacity with her versus this being a team discussion now when I've just let everybody know that Dr. Roark is no longer on the team.

Dr. Andy Roark:
Yeah. I completely agree with that. I think that that's a great way to set it up just to control the way that the things are communicated. Where you don't want to end up, and I've seen this many times, is the manager has been like, “Okay guys, I can't tell you a whole lot, but Dr. Roark is not with us anymore.” And then all of a sudden somebody goes, “Why is Dr. Roark not with us anymore?” And he's like, “Is it because Dr. Roark was gossiping?” And there's a lot of hands and there's lots of questions coming from other places. And then other people just start talking, “I'm sure it was because he was gossiping. Did you know that he gossips about…” blah, blah, blah.

Dr. Andy Roark:
And then they talk, and then all of a sudden there is a huge conversation with information going everywhere. It's a big mess. Just get out in front of it and say, “I'm not able to talk about these things. If you have questions, this is the path to take.” And just try to guide them so that they engage in a productive way, as opposed to just giving them the news and saying, “I can't talk about it,” and then letting them talk to each other. Because I've seen that so many times.

Stephanie Goss:
A hundred percent. And the last piece of that for me goes back to what you were saying about they're not dumbdumbs. And that is, if there really are reasons for the termination that are evidenced in your… If they violated part of your team code of conduct, if they violated a safety protocol, whatever the reason is, if there is something that has a documented reason behind it that goes back to your policies or protocols, make sure that the team has follow up on those things. Because they are not dumbdumbs and they will read between the lines and they will understand, well, now you're having a staff meeting later that week about your safety protocols out of the blue, they're going to understand that there may be some tie to that. You are doing your job, you're making sure that they're all aware of it, and everybody's on the same page and you're not divulging any private information with the team.

Stephanie Goss:
And so that is something that you can definitely control. And so that is the last kind of piece of it for me when it comes to, how do we tell them? Is that, you may not be able to give them specifics, but they're not dumb. They can read between the lines and they will. And so you set up follow up. If there are things that they should all be aware of. Just because you let Dr. Roark go for gossiping doesn't mean that you're going to let the technician who was gossiping with him go, but they should be aware that this is something that you have a zero tolerance policy about, if that's the case, or whatever. So I think taking the time to kind of have that follow up, whether you do it in a team meeting or department memos or whatever it looks like in your practice, give them the information and they will be able to read between the lines.

Dr. Andy Roark:
Yeah. My last point on this I just want to say, where I would wrap this up, and then this is, remember when you let someone go, everyone else is really thinking about themselves. Meaning, what do I need to know so that this doesn't happen to me? Or so that I don't end up in trouble, or so that my job is not in jeopardy? And then also, now that this person is gone, how does that affect me? So if there's a doctor that is gone, what are we going to do with the patients? How are we going to handle this schedule? What is that going to be like? And that's just human nature of, there's radical change, what is this mean for me? And so when you address the team, think in those regards of, what does this mean for the people who are here hearing this message?

Dr. Andy Roark:
What information do they need? What do they care about? If you are the one who's making the decision, then my advice is to go ahead and have a plan for how you're going to handle changes so that you can communicate that at the time of how we're going to go forward. Because the thing that makes us hard is uncertainty, so the more certainty you can give. If this is a thing where someone quits and they leave and this was not your plan, but here we are, always remember that step one of your plan can be to make a plan. And honestly, I… So you say, “Guys, so here's what we're going to do. We are going to evaluate the situation, we're going to look at the things that we're going to need to tweak and change in order to handle this change, and we're going to make a plan to handle that, and then we will be communicating the plan as soon as we have it.”

Stephanie Goss:
And also, ask them for help. Say, “If there's things you can think of that we need to make sure… Like scheduling things that you can think of, or potential landmines that you know of when it comes to the patient care, or client care, or whatever, please let us know because we want to include that.” Get them bought in and participating in the process.

Dr. Andy Roark:
Yeah, I completely agree. Well, that's all I got that. I think this is a hard problem. It's a very, very common problem. I hope it's been helpful.

Stephanie Goss:
Yeah, me too. Take care, everybody. [inaudible 00:45:44] week.

Dr. Andy Roark:
See you, everybody.

Stephanie Goss:
Well, everybody, that's a wrap on another episode of the podcast. Thanks so much for spending your time with us. We truly enjoy spending part of our week with you. As always, Andy and I enjoyed getting into this topic. I have a tiny, little favorite ask. Actually two of them. One is if you can go to wherever you source your podcast from and hit the review button and leave us a review, we love hearing your feedback and knowing what you think of the podcast. And number two, if you haven't already, hit the subscribe button. Thanks so much for listening, guys. We'll see you soon.

Written by Andy Roark · Categorized: Blog, Podcast · Tagged: culture, management

Jun 15 2022

Implementing An Effective Team Training Program

Uncharted Veterinary Podcast Episode 182 Cover Image - Implementing an effective team training program

This Week on the Uncharted Podcast…

This week on the podcast, Dr. Andy Roark is joined by the wonderful Dr. Amanda Donnelly. Amanda is a sought after-speaker, consultant, and author with over 30 years’ experience in the veterinary profession. She is a second-generation veterinarian who specializes in leadership, team development, and client communications. She recently birthed a new project – her own book! Andy and Amanda are talking about the book, about leading and managing veterinary teams, effective team training and much more. Let's get into this.

Uncharted Veterinary Podcast · UVP – 182 – Implementing An Effective Team Training Program

You can also listen to the episode on Apple Podcasts, Spotify, Google Podcasts, or wherever you get your podcasts.

Dr. Amanda Donnelly: https://www.amandadonnellydvm.com/

Buy: Leading & Managing Veterinary Teams CLICK HERE


Got a question for the mailbag? Submit it here: unchartedvet.com/mailbag


Upcoming Events

TEAMWORK MIND MELD: SETTING EXPECTATIONS FOR TEAM COMMUNICATION

You can overcome your concerns or fears over leading your team through team building/communication/accountability work! The simplest way is to learn about it and practice it within a supportive community. In this team communication workshop, we will cover a series of simple, easy-to-lead exercises that will allow you to walk your team from the very first “getting to know you” conversation all the way through the hard stuff and on to the dream work level of teamwork.

You will leave this workshop with:

  • Experience participating in and running communication exercises
  • Confidence in leading your team towards building a foundation for better communication and teamwork within your own practices

Join us on Wednesday, June 29 from 8:30 – 10:30 PM ET/ 5:30 – 7:30 PM PT for $99 (FREE for Uncharted Members!) Members must still be registered to attend.

All Uncharted Veterinary Community Workshops are LIVE! You will be able to ask the instructor questions that help you address your practice’s unique problems. This will not be 2 hours of silent screen time. Gear up for interactive, fun learning! REGISTER HERE TO JOIN US


Episode Transcript

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This podcast transcript is made possible thanks to a generous gift from Banfield Pet Hospital, which is striving to increase accessibility and inclusivity across the veterinary profession. Click here to learn more about Equity, Inclusion & Diversity at Banfield.


Stephanie Goss:
Hey, everybody. I am Stephanie Goss, and this is another episode of the Uncharted Podcast. I'm out this week, but Andy is here and he is sharing a conversation with all of you that he recently had with Dr. Amanda Donnelly. For those of you who don't know Amanda, she is a sought-after speaker. She's a consultant, and she's an author with over 30 years of experience in veterinary medicine. She's a second-generation veterinarian and she specializes in leadership team development and client communications.

Stephanie Goss:
I have heard Amanda speak on more than one occasion. I love her topics. I love her passion for communication, for managing and leading our teams. And you know that that is Andy's wheelhouse as well. So, I can't wait to listen to this conversation between the two of them. And they are talking about a new book that Amanda has birthed called Leading and Managing Veterinary Teams. We'll drop the link to the book in the show notes so that you can get your copy.

Stephanie Goss:
I can't wait to read this one, and I can't wait to listen to the conversation that Andy and Amanda had. Let's get into this.

Meg:
And now the Uncharted Podcast.

Andy Roark:
Welcome to the podcast. Dr. Amanda Donnelly, how are you?

Amanda Donnelly:
I'm great. Good to see you, Andy.

Andy Roark:
Oh, man. It's good to see you. First of all, I told you when you hopped on the podcast, you just look happy and radiant, and just, yeah, it just seemed to be live in your best life.

Amanda Donnelly:
Well, thank you.

Andy Roark:
You've got so much going on. For those who don't know you, I have known you for a long time. You have been someone that I have looked up to since I was in vet school, and you were a practice manager then. You've been the speaker of the year for practice management at VMX twice. You have DVM. So, you're a doctor, you practice. You have an MBA as well. You are a, what is it, certified, with the AAHA VMI. You are a-

Amanda Donnelly:
Yeah, the VMI. I'm a graduate of VMI.

Andy Roark:
Graduate of VMI. You have your brand new book out, which you sent me a copy of, which thank you very much. And I have actually snapped some photos of some of the tables in here and texted them to people like, “Oh, this is what you need because there's such useful stuff.” And I'll just be like, “This is fantastic.”

Amanda Donnelly:
Well, thank you. Yeah.

Andy Roark:
So, your book is called Leading and Managing Veterinary Teams: The Definitive Guide to Veterinary Practice Management. I like this book a lot. This is rock-solid stuff. It is super practical and super useful. And I just wanted to bring you on and talk a bit about the book, first of all. But then, second of all, I want to get into some practice management stuff with you. I'm a big team training advocate and I'm seeing the world and now it's changing. And I want to unpack some stuff with you, and I want to look into your crystal ball about where you think the future is going and what our teams are going to look like. Sounds good?

Amanda Donnelly:
Yeah. Sounds great.

Andy Roark:
Tell me, just start out real broad high level, how did you get into management consulting and management writing and speaking?

Amanda Donnelly:
Yeah, that's interesting. Well, the one thing you didn't mention, which is that I'm a second-generation veterinarian, grew up in my dad's practice. And so, from the time I was nine years old, I'm going with dad to see pets and whatnot. So then, I went on to veterinary school, and I did practice for about 15 years. Loved it. About half of that was general practice, and half of it was emergency medicine. And when it came time to leave emergency medicine, because that takes its toll on you, I had a short stint in corporate America as a professional services veterinarian.

Amanda Donnelly:
And then, I had this crossroads, and I loved emergency medicine, but all nights and weekends, that's not great. And I don't really want to go back to that. And I always had this love of business, and I think that really is because of dad, knowing, seeing how he ran a business and whatnot, so I had business. And I have to say, and I also have to credit my dad for this, which I did in the book is I did inherit his gift of gab and I love to speak. I was in speech and debate in high school.

Amanda Donnelly:
So, it was this natural evolution to go to speaking and training, and then pair that up with consulting. And then, of course, that also involves article writing and whatnot. So, that was the path to getting involved in practice management. And so, I was involved in practice management with all the practices that I worked at, but then ultimately starting my own business, I guess in, I'm going to say 2006. So, ever since then, I've been doing speaking, consulting, training, writing, all of the above.

Andy Roark:
Yeah. That's amazing. I said that's exactly, that I met you right at the beginning when you were doing some consulting stuff because I was in vet school coming out at that point, and you were well established and blossoming and I just remember being so impressed with you and stayed that way. I have stayed that way since then. Let's talk a little bit about the book. How did you get inspired to write this book? What led you to the place of like, “I'm going to sit down and write?” And I would say you say it's the definitive guide at 300 pages, I'd say, yeah, and they're large pages. It's pretty legit.

Amanda Donnelly:
Yeah. Well, originally, others asked me to write the book, and to be perfectly honest when I took this project on, I really didn't appreciate how mammoth it was.

Andy Roark:
It's huge.

Amanda Donnelly:
Because I write articles. And so, I'm like, “It's just like writing a bunch of articles.” It'll be these chapters and it'll end up being a book. And honestly, if it hadn't been for the pandemic, I don't know how I ever would've gotten it done.

Andy Roark:
That's amazing.

Amanda Donnelly:
And so, basically, what ended up happening is I knew I had a lot to say because I thought I could take all of my practical experience and knowledge and then of course do additional research and come up with a practical book. But it's just the time it takes to do that, I didn't really appreciate. But then, when the pandemic hit, it was this perfect scenario of like, “Now I'm not traveling.” And so, I had time to write the book. But the whole concept of the book was always to be practical, accessible, something that someone could read a chapter and have key takeaways, be able to do something.

Amanda Donnelly:
And so, the three themes of the book are culture, communication, and leadership. And so, the core of the book is all about that, but I don't feel like you can lead and manage a team if you don't understand some financial management, some operational management, and marketing. And so, those are those last chapters, hence the title, The Definitive Guide to Veterinary Practice Management. So, it is holistic. It includes chapters on all topics, but it's very much about culture, leadership, communication, and practical information.

Andy Roark:
Well, it's super practical. You've got recruiting and hiring team members upfront. You've got tables of legal questions and illegal questions, which are super useful. And people don't know them. And the things that I see happening in hiring sessions, you just go, “Ooh.” And then. as someone who's recently been hiring some employees, I'm like, “There's a lot that I don't know. And I would really like to just check.” But it's just broken out so nicely. I flipped to the operations channel and or operations channel, operations chapter, and you've got appointment scheduling. You've got discharge.

Andy Roark:
You've got leading effective team meetings. You've got writing SOPs. You have SOP templates. This is your brain processed and put down. It really is. In my opinion, there's not a lot of this content that people out there that people can get. And I see it all the time and people say, “What's your SOP for this and how do you do these things? And do you have training on how to set this stuff up?” And I'm like, “Man, this is about the slickest resource that I have seen that is just really down in the weeds.”

Amanda Donnelly:
Well, thank you. I appreciate that. And it does come with, at this point, it's 16 downloadable documents, like you said an SOP template and a training checklist, and on and on. And all of those downloadable documents, people can go to my website. They just get the password from the book and go to my website and go able to download those. And my plan is anytime I want a new document, I'll just upload it to that page.

Andy Roark:
Nice.

Amanda Donnelly:
So, people will get more bonuses over time. So, yeah, well, thank you, I appreciate the feedback.

Andy Roark:
Well, no. Anyway, this is not a sponsored podcast. I'm not selling your book.

Amanda Donnelly:
I know.

Andy Roark:
I have no stake in it. I really am impressed with what you put out. I want to dig into the leading effective team meeting and team building with you because that's an area that you're talking about a lot. It's an area that I am hearing a lot about out in the world in vet medicine. So, let's go ahead and start to talk. What do you think? I have strong feelings on this but I'm going to let you unpack it first. Biggest challenges in the area of team building today for your individual practices?

Amanda Donnelly:
Well, now when you say team building, Andy, do you mean team building as far as the components of training that build the team so we have a train team, or do you mean simply team building in terms of bringing up everybody together and working well together? Because those are a little bit different.

Andy Roark:
Okay. That's a good distinction. I see challenges in both of them. Which one do you want to talk about first? Do you want to talk about cohesion or do you want to talk about training first?

Amanda Donnelly:
Let's talk about training first because I think that, well, I don't think. I know that has been one of the greatest challenges the last two years, because of all the turnover, being short-staffed, hiring new people. So, it's like, “Wait a minute. Now we have these new team members but they're not trained.” And training as you know has always been a challenge in our profession, and not something that we've necessarily done well in our profession. So, let's start there, which is how do you make training better? Because you can have a team that works well together, but if they're not trained to actually do their job, that's not going to go well.

Andy Roark:
No. And you see that. There's a lot of happy teams that people get along with. They're not running systems. They're stepping on each other's toes. What's funny is those people don't generally recognize that training is the issue. Do you agree with that?

Amanda Donnelly:
Yeah. I think that's true or they throw up with their arms maybe to some extent, because it can be so overwhelming. So, it's like, “Well, we need everybody to be trained, but well, who has time for that?” So, it ends up being a lower priority when in reality it should be one of the greatest priorities.

Andy Roark:
Yeah. I completely agree with that. And I also completely agree with your challenges, the high turnover, the being short-staffed, the having so much work coming in. It's one of those terrible death spirals where you don't train because you're busy, which completely makes the fact that you're untrained worse, which then gives you less time to train because you're wildly inefficient, which makes you more frustrated and more burned out, which just leads us down this problem.

Andy Roark:
I really like your analysis of, it's scary and it's hard to get your hands around and know where to start. For those practices out there that go, “Hey, we're not may be working as well together as we could, or we're not communicating or using systems or protocols. Our people are trained like we want, and we're absolutely swamped.” What advice do you give to help people to get their head straight and start to unpack where they are?

Andy Roark:
Because again, I 100% can empathize with the idea that everyone needs some training and we need so many systems. I don't even know where to start, and I'm tired. Help me get my head around that. Help somebody start to take action in a useful way.

Amanda Donnelly:
Yeah. And that's the great question is what do you do? It's like, “Well, I don't have time to train,” and then everybody's not trained. Like, well, I don't have time to train, it's that vicious circle that you're referencing. And honestly, one of my biggest recommendations is that less is more, so it's counterintuitive. And so, what I mean about less is more is probably two key takeaways. One is to have short training sessions. It could be 15 minutes, which I can give a couple of examples. So, 15, 30, 60 minutes max, and for that to have a laser focus.

Amanda Donnelly:
So, what happens is, historically, we would do training perhaps at the monthly staff meeting. We'd have maybe lunch and learn from a vendor or somebody internally. One of the doctors might review a topic. And some practices don't even do their monthly meetings. So, the question is, well, when are we supposed to do training? So, what I've always advocated or particularly, now in these, in the times since the pandemic started is to, yes, you do have to make some blocks on the schedule, but it could be even just a 30-minute block and it doesn't have to be for the entire team.

Amanda Donnelly:
It might be just for these three new people or just the technical team, or just the CSRs. And then, we cover for those 30 minutes. And so, we have short sessions that we might only schedule, say three times a week, even twice a week. I was telling my clients during the pandemic, “Just 30 minutes to do some training twice a week. You'll slowly make progress.” But then, the second part of less is more is to have that laser focus. And that's about saying, “Well, what's our greatest priority? Is it exam room skills? Is it dealing with angry clients?”

Amanda Donnelly:
“Is it making sure that we have team members who know how to do a specific technical task,” whether that's radiographs, setting catheters, drawing, blood, whatever it is. So, we have a laser focus, and then that will start helping us towards making some progress. So, those are the first two aspects to chunk it down so it's not this overwhelming project.

Andy Roark:
Yeah, no, I like that a lot. Let's dig into the laser focus part a bit when people start to say, “But I don't know how to teach people, to deal with angry clients in 15 minutes.” What does that look like? What does a 15-minute training session… Because I think a lot of us think that more is more, and there's a lot to cover here. And so, it takes as long as it takes. And I know I'm completionist so I know I wrestle with that too. Help me get my head into a healthy place there to figure out what bite size training looks like.

Amanda Donnelly:
Right. Well, and I think it depends on the topic, because some topics will lend themselves to 15 minutes and some, we might say, “Well, that really takes 60 minutes.” So, for example, 15 minutes might be working with our new client service representatives on medical terminology.

Andy Roark:
Sure.

Amanda Donnelly:
Or something like, let's talk about vaccines for dogs and cats. What are the basic vaccines in dogs and cats? We could cover that, give them some handouts, do some oral quizzes or even a five-question quiz. We could do that in 15-minute chunks. Now, something like your example of angry clients, I think is going to take longer than 15 minutes. But the key there would be what's our training resource? So, when I approach training, I like to think about it as three major buckets. We have the organizational bucket. So, the organizational bucket is, how am I going to stay organized? I might have a checklist, for example, to check people off as they learn.

Amanda Donnelly:
I might have a schedule of, what they're doing week one, week two, or whatever. So, I have some organizational tools to keep to know what's going on with our team members. Then the second part of it is what is the actual training resource? So, the training resource could be, we're going to review an article. So, for example, and this is a little self-serving on my part that I have and as you have, and all the other speakers and consultants, all our friends and colleagues, we have all these articles that we write.

Andy Roark:
Sure.

Amanda Donnelly:
Well, most of these articles that we write have key takeaways and they could be used as a training tool. So, you could take an article. You could take a short video. You could take just a section of a book, whatever it is, or you could have somebody who has expertise in that area. Maybe there's that one doctor in the practice who can charm any client. They are great because they have skills in that area. Or maybe you do bring someone in from the outside. So, that's your resource, could be webinars and articles and books and podcast nerd. So, we have that, and that's the training tool.

Amanda Donnelly:
And then, on the last bucket is how are we going to measure retention? So much of what happens with training is we provide the training but then there's no follow-up to say, “Well, did this person learn it?” So, I love quizzes. Those were so super easy. We could do oral, Q&A with somebody. Obviously, there are platforms that have more robust measurements. So, that would be how you would get organized and keep that laser focus.

Amanda Donnelly:
So, you have to adapt the time element to whatever the topic is. But I think if everyone would look at it as 15-minute increments, all the way up to 90 minutes max and recognize that, it doesn't have to be the whole team. It could be one person. It could be a couple of people, and we're going to do that at least multiple times per month. And we are going to have to block some time off sometimes in the schedule.

Andy Roark:
I think that that makes a lot of sense. Also, I think you gleaned over something I think was really important is it seems so obvious, but honestly, when you first said it, I was like, “Oh, that's true.” The idea that you don't have to have the whole team there together. And I think a lot of us imagined because it's how we've been trained is like, “Well, the whole team gets together and you have a staff meeting. That's how you do it.” And you go, “It's fine. If there's three people that need to know how to do a thing, you can just get those three people and do the thing.”

Amanda Donnelly:
Exactly.

Andy Roark:
And I think a lot of us don't think that way. We don't pull people aside and do a group of four people training, and then go on, even though it's so much easier to fit into a day.

Amanda Donnelly:
Yeah. And don't forget standing meetings, Andy. I am a huge proponent of standing meetings. So, remember we have the standing meetings, like the daily huddle. I always advocate for a daily huddle, but you can use standing meetings for training too, as long as it is those 10 to 15… Oh, not 10, say 15 to 20-minute session, again, something that can, and even those can even be somewhat impromptu. But ideally, we would try to schedule those as well.

Andy Roark:
Yeah. That absolutely makes sense.

Stephanie Goss:
Hey, everybody, this is Stephanie, and I'm going to jump in here for one quick second and make sure that you know about a few things that are coming up that I'm pretty sure you're not going to want to miss. But before I do that, I have to say thank you. Thanks to a generous gift from our friends at Banfield Pet Hospital, we are now able to provide transcripts for all of our podcast episodes. And we have to just say, thank you, thank you, thank you so much.

Stephanie Goss:
Andy and I have wanted to make the podcast more accessible. And when we were pondering the idea of how do we make transcripts a thing, our friends at Bandfield stepped up in a big way and said, “Hey, we are striving to increase accessibility and inclusivity across the profession. This fits with that mission for us. And we would love to sponsor it.” So, the 2022 podcast episodes are all now being transcribed and brought to you by our friends at Banfield Pet Hospital.

Stephanie Goss:
To check out the transcript and find out more about what Banfield is doing to increase accessibility and inclusivity across the vet profession, head over to unchartedvet.com/blog. And you can find each one of the podcast episodes and a link to find out more about equity, inclusion, and diversity at Bandfield. And now, there is something coming up that you're not going to want to miss. And unlike Andy, I'm not just saying that because I'm the one teaching this upcoming workshop.

Stephanie Goss:
That's right. At the end of June, I am teaching a workshop for all of you, and I am super pumped about this. This is a workshop that I just had the chance to do with our Uncharted community at our April conference in person. And it is called Teamwork Mind Meld. We are going to be talking about setting expectations for team communication but goes beyond setting expectations for the team communication.

Stephanie Goss:
Really we're going to talk about exercises and things that we can do to intentionally get the team to know each other, get on the same page because when we're all on the same page and we know each other, having accountability conversations is a lot easier to do. So, if this sounds like something you would be interested in, head on over to the website@unchartedvet.com/events, and you can sign up.

Stephanie Goss:
It is June 29th, which is a Wednesday. It's going to be at 8:30 Eastern. So, 5:30 Pacific. And it is $99 for people who are not currently Uncharted members. And as always, it's free for our members. I really hope to see you there. And don't worry, we've got lots more coming later this summer. So, make sure to save the events page and come on back regularly because we've got lots of good stuff coming at you. And now, back to the podcast.

Andy Roark:
Let's switch this around a little bit. So, we talked about team building from the training side. Let's talk about team building from the cohesion side and getting people who are possibly burned out who maybe feel overwhelmed to come to a place where they feel supported, where they feel psychologically safe to talk about how they're feeling or how things are going, to get feedback to each other. How do we get into that head space, I guess, with our team today?

Amanda Donnelly:
Yeah. And I think that the first thing that jumps into my mind is that the question is what are you trying to achieve? I think we look at team building, people in general and it's not necessarily just our profession. I think we tend to look at team building two ways. We may look at it and say, “Well, we need to boost morale.” So, we're going to have a barbecue or we're going to have a night of bowling or we're going to have lunch and cake in the break room or whatever. We do those things.

Amanda Donnelly:
And then, sometimes people look at team building as something a little more involved, it might be escape room or a ropes course, or those things. And there's nothing wrong with all of those events. And they do tend to bring morale up and everybody feels better and gets together. And there's that sense of comradery, but there's no real purpose typically to those types of events. I think what you're going through or what you're referencing is how do we do team building to have a certain outcome?

Amanda Donnelly:
So, I think the first step is, well, what is the outcome we're trying to achieve, is that we want everybody to learn some communication skills, so how they can communicate better with each other on those stressful days so we're not snapping each other, and being defensive or maybe saying something unkind, maybe that would be a goal.

Amanda Donnelly:
Another team building might be literally figuring out roles and responsibilities, getting the team's feedback, and saying, “Well, where are our breakdowns and communication, and what systems do we need to put in place?” Not this big, huge, we're going to make this great system, but some protocols maybe. It may be one protocol that we need that would help us all work together better. So, that's what we want to figure out is what are we trying to achieve with the team, what does the team need in order to have more cohesion?

Amanda Donnelly:
So, I think that's the starting point, and then figuring out, “Well, what are the resources that we have for that?” And sometimes it's as simple… I think one of the easiest takeaways that I could give you for improving teams working together that requires no resources whatsoever that somebody could listen to this podcast and do within whatever time that, say a week or so, and they just have to schedule it would be group problem-solving.

Amanda Donnelly:
And so, I don't think people necessarily think, “Well, that's a team building exercise.” But if you think about it, really it is. So, when I do group problem solving, when I go on site with my clients, we'll take a topic and it might be client wait times, those are getting out of control, what are our solutions to decrease client wait times? It might be something like we can never find charts. That may not be as common because so many people are paperless, but we can never find the lab requisitions or the charts or paperwork, whatever.

Amanda Donnelly:
Whatever the problem is that the team is having, what would be the solutions? It might be something for training. Gosh, we've got these new hires, how can we improve training? So, what I do is I break people up in groups of, say three to six, send them to different rooms in the practice, and only give them 20 minutes just to come up with their one best idea, what's one idea that you could bring back to the group that we could implement? So, these aren't fully fleshed out, everything's being solved.

Amanda Donnelly:
It's really about tapping into the creativity of the team so that we can maybe get three or six good ideas rather than having group think takeover and maybe have a negative gripe session if we just did it with everybody together. So, the creative problem solving that can really work, what I will tell you is that I always make sure that I look at the makeup of the team. So, for example, we don't want all the CSRs together or all the doctors together because there's no diversity then to the team.

Amanda Donnelly:
So, if I know that there are any clicks within the practice, I'll break people up so that we have diversity and can get the best ideas and get people working together. So, that helps with team building in really in two ways, if you think about it. Because one way is we get these great ideas that gets the team working together better in terms of solving a problem. But the other thing it does is it gets people working together better in terms of how they're viewing somebody.

Amanda Donnelly:
So, it can break down some of the conflicts because someone can go, “Oh, well, okay. Now I see their perspective.” They have some good ideas, and generally, they'll come back to the center group with more than one good idea. So, that's a really simple way to do team building and not have to hire some fancy facilitator and [inaudible 00:26:36].

Amanda Donnelly:
So, the key really is what problem are you trying to solve, what does your team need most, and then, matching up the resources that you might be able to take advantage of to accomplish those goals.

Andy Roark:
You mentioned gripe sessions. I don't want to actually make up a gripe session. I know you hear this all the time. I think a lot of people have some fear that if they open these sessions up to their team and say, “Let's talk, let's collaborate,” they're going to hear about how people messed up and this isn't working and this is a problem. And clients always do these things that drive us nuts and blah, blah, blah. Do you have ways that you avoid these open collaborative meetings going in those negative directions? Because I know a lot of people worry about it.

Amanda Donnelly:
Yeah. And I have no problem avoiding a gripe session, but the key is whoever is leading the meeting does need to have skills in facilitation. And there are obviously millions of articles and books you could read about facilitation, but really what it comes down to is first of all, who's leading this meeting? And we want to make sure we have the right person leading the meeting. So, that's not necessarily a practice owner. Ideally, that would be the practice manager, but it could be somebody else. But whoever is leading the meeting needs to know how to facilitate such that we don't have a gripe session.

Amanda Donnelly:
So, what happens is they have to… What we do is we ask the team for feedback. Let's say it is client wait times. What do y'all think we should do to decrease client wait times? And so, then, what happens is everybody starts complaining about the clients. Well, as soon as the facilitator notices that that is going that way, where we're playing the blame game, whether we're blaming clients or each other or whatever, that's when they say, “Hey, Hey, wait a minute. We're getting off track here.”

Amanda Donnelly:
So, as soon as the team starts to go off track and they're either rehashing and recycling and saying the same thing over again, nothing new is being said, then the facilitator steps in and says, “I'm not hearing anything new. Let's get back on track.” Or you could even say, “Gosh, seems like maybe we're getting off track here and maybe in a negative space. So, I'm going to reign. I'm going to bring you all back in.” And then, what happens is we ask for more problem-solving. Let's come up with a couple of key solutions that we could agree on.

Amanda Donnelly:
So, it really is about facilitation because left to their own devices, people may go to complaining because they're hurting, because they're unhappy. So, it really is about facilitation. Almost any group, if you can facilitate, and facilitation is getting everybody's ideas. We don't want to shut anybody down. Now the other thing you can do that will help with facilitating and so it doesn't turn into a gripe session is to have people write something down before you ask them to share verbally, because then that forces everybody to participate. They have to write something down and then we can do a group share.

Amanda Donnelly:
Because if you just say, “Well, let's talk about client wait times,” then everybody's off to the races and nobody's written anything down. So, that is another way that you can help it from becoming a gripe session.

Andy Roark:
Yeah. That makes a lot of sense. What are your thoughts on a recent push that I have seen? And I get it. There's a lot of packages that I think, that are very much struggling with morale just because it's been a lot of work for a long time. And I hear it said a number of different ways. There's people who say, “What do I do to try to build a positive culture?” People say, “What do I do to help bring the team together and improve morale?” There's some people who say, “How do I train for resilience,” which I think is morale is what they're getting to

Andy Roark:
I don't know that they're really talking about resilience, but I'm sure you hear all that same headspace and questions. Can you speak a little bit to what effective team training and team building look like in that place where we're trying to keep people's spirits up in a time when a lot of people are tired? And I think that's true outside of our profession as well. I think everybody's tired.

Amanda Donnelly:
Yeah. And I guess first, what I would say is that is a big topic that doesn't have one single answer, I'm going to do this and everything's going to be okay. So, first of all, you're in it for the long haul. And what you have to remember when you're in it for the long haul is that fundamentally, we have to look at culture. In other words, there's no one fix, well, we're going to do this, and then our culture's going to be good. It's collectively, what are significant action steps that we could take? And it takes time to develop a culture. This could be a one or two-year project.

Amanda Donnelly:
Now, that's a little bit overwhelming. I appreciate. So, it's important then to say, “Well, what are specific actions that will get us where we want to go ultimately?” And I would say several things to think about. I do think that the leadership team, whether that's, it doesn't matter if you're privately owned, corporate owned, whoever the leadership structure is, the leadership team does need to avail themselves of outside resources, such as those from the AVMA that has invested quite a bit of money in time and energy into making resources available for veterinary practices. So, we have an actual well-being program.

Amanda Donnelly:
And that's where I think the resiliency and looking at, or do we have self-care for the actual leadership team, do we have self-care for the entire team, availing ourselves and saying, “Okay, this is our hospital program.” But then, individually we have to look at the team and say, “Well, what can we do on a regular, let's say weekly basis to keep morale up, to keep spirit up.” And I think sometimes we need to think about this, not only as the big picture, which is this culture and that's really a huge undertaking, but just whatever is really simple.

Amanda Donnelly:
It could be something as simple as taking five minutes in a standing meeting to do a quick debrief. Tell me what you're feeling and just allow people to have their feelings. It doesn't even have to be five minutes. It could be two or three minutes. It's like, “Oh, wow. This has been a really hard day. We lost scooter today, and Mrs. Jones yelled at us, and, oh my gosh, not everybody's here.” Do that five-minute pow-wow.

Amanda Donnelly:
It could be playing an upbeat song, the dance it out concept, joke of the day, having a whiteboard or poster board somewhere in the hallway that people can doodle and draw on. A lot of those were types of ideas that certainly I promoted and I think other people did, or in the first year of the pandemic and beyond. I think we have to remember that even though we're coming out of the pandemic relative to caseload and we're not doing all those protocols, there still these tremendous effects on us as a profession because we still have teams that are overworked, stressed, sometimes still understaffed.

Amanda Donnelly:
So, we still have to look at, on a weekly basis, what are those small actions that we can take to support people? And I think one of the biggest actions that sometimes gets overlooked is to give people a voice to allow them that avenue, maybe that's that 30-minute town hall meeting that we're going to do twice a month, where people are just talking about how they're feeling so they have that opportunity to support.

Amanda Donnelly:
So, it's that idea, I guess, Andy, of creating a sense of community within your own practice. I don't have a lot of easy answers, and I think some practices are going to have to try different action steps and see what works best for their team. I think that, also, we have to, as a profession, embrace that what happened when my dad was practicing and what happened when I was practicing doesn't work anymore.

Amanda Donnelly:
And what I mean by that is not allowing people to have… it's not so much about allowing, but letting it happen where people don't have lunches and they're expected to, “Oh, you don't have a good work ethic if you don't work 40 hours a week, “or whatever. I think those times are gone. And it's interesting, Andy. My father, I thought about this recently, had trouble with stress when I was growing up and actually went into the hospital because he had a headache that wouldn't go away for about two weeks.

Amanda Donnelly:
And after that, he started taking a day off. But what's really interesting for the entire rest of his career, he had a two-hour lunch hour, two hours, left the practice. And he was a solo practitioner. Sometimes, I imagine people would go, “Well, we could possibly do that.” But I'm thinking to myself, “We had a really successful, busy practice.” And for years, and he took, I mean there were occasional times when he didn't get his two hours, but he almost always got his two hours. And now we wouldn't even think about doing that.

Amanda Donnelly:
So, I think it's rethinking those strategies because we know veterinarians in particular do not want to work the same schedules. They want more flexibility. They want fewer hours and that thing. So, we do have to embrace all of these different action steps for self-care and resiliency. I do think even though I don't… I'm like you, and I don't always like everybody throwing around the word resiliency. It's like, “What does that mean?”

Amanda Donnelly:
It is a good word though, because resiliency I think is being able to navigate bad things happen, but I can still get through. I think we also have to realize we have limits. Most of us are not therapists, and I'm a huge proponent of therapy. But we're not therapists. I think a lot of it is about empowering the actual individuals that work for us and really promoting self-leadership, which I talk about in the book and accountability that people have choices.

Andy Roark:
Yeah. No, I completely agree with that. I think you and I are in the exact same place on resiliency and resiliency training. I think it's important. I think it's vital that we're able to shake things off and bounce back. At the same time, I think it's really critically important that when we talk about wellness and keeping people safe, when we talk about resilience as the answer, it's like, “I'm going to teach you how to suck it up while things don't get any better and management doesn't support you.” And I go, “Well, that's not what we're talking about either, of course.” It's a tool and toolbox.

Amanda Donnelly:
Exactly.

Andy Roark:
Resiliency should not be your only coping strategy. That's a bleak place to be.

Amanda Donnelly:
Well, right. Because it implies that it's a really deep topic because resiliency is something that people gain typically over time. I consider myself one of the resilient. Most people who are close to me and know me that I've been through a tremendous amount of grief in the last four years. And so, I consider myself highly resilient, but it was a process to get here. One of the things that I did not mention yet, Andy, that is a huge theme in my book that I always advocate with all of these different programs is not losing sight of what the core values of the practice are. Because the question is, why are we doing this?

Amanda Donnelly:
Why are we doing this? Why are we coming to work? So, that's about the mission statement too, but why are we doing this? What's it all about? Because it's all about patients and clients. That's why we do what we do at least, because if that's not your why of coming to work, then you may not be in the right profession. But all of the core values, and whether it's teamwork, integrity, compassion, whatever those are, if we can weave those into all of our programs, that really taps into the why we're doing this. And I think people, we need to continue to remind them why we're doing this.

Amanda Donnelly:
I just gave a presentation last night and talked about angry clients, and how do you dig deep? How do you really find that level of patience with somebody that's standing in front of you yelling? And it is about promoting and thinking about, well, why are we doing this? It is about compassion and the human pet bond and that thing. We don't want to just play lip service to that.

Amanda Donnelly:
It's about genuine, authentic. That's why those standing meetings and sharing success stories and keeping people connected to the meaning behind the practice is just vitally important.

Andy Roark:
Yeah. I think that's a great place to end this. I think that's fantastic. Dr. Amanda Donnelly, your book Leading and Managing Veterinary Teams: The Definitive Guide to Veterinary Practice Management is out now. I'll put a link in the show notes. Are there other places that people can find the book?

Amanda Donnelly:
Nope. It's on Amazon. So, it's real easy. People, obviously, there's links on my website and whatnot, but no, just going to Amazon, whether you put the name of the book in, or just even my name, it'll come up real easy.

Andy Roark:
Yeah. Where can people find you online to learn more about you and what you do?

Amanda Donnelly:
Yeah. Thank you. So, my website is amandadonnellydvm.com.

Andy Roark:
Perfect. I'll put a link in show notes as well. Guys, thanks a lot for being here, everybody. Thanks for listening. Dc. Amanda Donnelly, thank you so much for being with me, my friend. I appreciate the heck out of you. I love what you have done for the profession and what you continue to do.

Amanda Donnelly:
Back at you, Andy.

Andy Roark:
Thanks, guys.

Stephanie Goss:
Well, gang, that's a wrap on another episode of the podcast, and as always, this was so fun to dive into the mailbag and answer this question. And I would really love to see more things like this come through the mailbag. If there is something that you would love to have us talk about on the podcast or a question that you are hoping that we might be able to help with, feel free to reach out and send us a message.

Stephanie Goss:
You can always find the mailbag at the website. The address is unchartedvet.com/mailbag, or you can email us at podcast@unchartedvet.com. Take care, everybody, and have a great week. We'll see you again next time.

Written by Andy Roark · Categorized: Blog, Podcast · Tagged: team training, Training

Jun 07 2022

Growth Opportunities for Technicians

UVP 181 Blog Post Image

This Week on the Uncharted Podcast…

Even if you live in the middle of nowhere, can you still provide growth opportunities for your technicians? This week on the podcast, Dr. Andy Roark and Stephanie Goss are tackling a letter from the mailbag from a clinic that just promoted their first-ever tech lead! Congratulations!! As this person is settling into the role, they are seeing and hearing that the tech team feels stagnant in their growth opportunities. They told us there is “no opportunity to pursue VTS in our area” and are wondering how to enrich and challenge techs with career growth. Andy and Stephanie both have ALL the feels about this great topic so hold on to your hats, this is gonna get lively. Let’s get into this…

Uncharted Veterinary Podcast · UVP – 181 – Growth Opportunities For Technicians

You can also listen to the episode on Apple Podcasts, Spotify, Google Podcasts, or wherever you get your podcasts.


Got a question for the mailbag? Submit it here: unchartedvet.com/mailbag


Upcoming Events

TEAMWORK MIND MELD: SETTING EXPECTATIONS FOR TEAM COMMUNICATION with Stephanie Goss

You can overcome your concerns or fears over leading your team through team building/communication/accountability work! The simplest way is to learn about it and practice it within a supportive community. In this team communication workshop, we will cover a series of simple, easy-to-lead exercises that will allow you to walk your team from the very first “getting to know you” conversation all the way through the hard stuff and on to the dream work level of teamwork.

You will leave this workshop with:

  • Experience participating in and running communication exercises
  • Confidence in leading your team towards building a foundation for better communication and teamwork within your own practices

Join us on Wednesday, June 29 from 8:30 – 10:30 PM ET/ 5:30 – 7:30 PM PT for $99 (FREE for Uncharted Members!) Members must still be registered to attend.

All Uncharted Veterinary Community Workshops are LIVE! You will be able to ask the instructor questions that help you address your practice’s unique problems. This will not be 2 hours of silent screen time. Gear up for interactive, fun learning! CLICK HERE TO JOIN US

All Links: linktr.ee/UnchartedVet

Got a question for the mailbag? Submit it here: unchartedvet.com/mailbag

A UVC MEMBERSHIP IS YOUR KEY TO FINALLY GETTING THINGS DONE AND GROWING YOUR VETERINARY PRACTICE.


Episode Transcript

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This podcast transcript is made possible thanks to a generous gift from Banfield Pet Hospital, which is striving to increase accessibility and inclusivity across the veterinary profession. Click here to learn more about Equity, Inclusion & Diversity at Banfield.


Stephanie Goss:
Hey, everybody. I am Stephanie Goss and this is another episode of the Uncharted Podcast. This week on the podcast, Andy and I are tackling a mailbag question from a veterinary technician who is set to become their clinic's first vet tech supervisor. I have to give them a huge congratulations because that is awesome and they deserve a shout-out and recognition. But we are making this episode anonymous at their request and so I'm not going to shout them out by name, but congratulations, mailbag writer, we are so proud of you and we want to see more from people like you. And they ask a great question. And it seems, at first glance, like a very simple one, which is, “My tech team seems to feel stagnant. What can I do to enrich their technicians and foster career growth for them?” Seems like it should be a fairly straightforward question, right? As usual, there's nothing really straightforward when Andy and I start to nerd out and this episode is no exception. Let's get into this.

Stephanie Goss:
And now, the Uncharted Podcast!

Andy Roark:
And we are back. It's me, Dr. Andy Roark and my friend, Stephanie blame-it-on-the-juice Goss.

Stephanie Goss:
Oh, now I hear that song in my head.

Andy Roark:
I know.

Stephanie Goss:
How's it going, Andy?

Andy Roark:
Man, it's good. It is good. Steph, I just finished putting final touches today on the online Dr. Andy Roark exam room training class, my exam room communication toolbox, is what it's certainly called. The exam room communication toolbox, which is coming out on June the seventh. It is all of my best exam room stuff that I have lectured on all of the world, broken up into 17 five minute modules that people can share with their team. And like, as part of a staff meeting, they all stand alone. They can do the whole thing back to back to back to back. Somebody can watch it as an individual, but it really shines for groups to watch. And then there's discussion questions on it. I've got my teacher notes, which is how I teach this stuff.

Stephanie Goss:
Sure.

Andy Roark:
And the voice that I want to make, and man, I'm sorry. False modesty. It's real good. It's real good. And so I am pumped. It's done. We are getting ready to launch the whole… We're going to do a big launch rollout. It's going to be $100 off for the first 30 days. And it is-

Stephanie Goss:
Awesome.

Andy Roark:
Man, I got to tell you I'm super proud of it.

Stephanie Goss:
I am super excited as well. I mean, you know me, I love giving communication resources to the team, whether it's the tech team, the CSRs, doesn't matter. I am super excited for this to come out because I think it will be a all of the, I mean, people love when you give this content, it's why your lectures are already always packed. And I'm not saying that to inflate your head even bigger than it already is.

Andy Roark:
No. Yeah. The headphones won't fit much longer and my headphones are stretching.

Stephanie Goss:
His head is literally swelling while I'm watching. But no, I think it'll be really great. And I love giving people solutions because everybody's crazy, busy, everybody's struggling with being short handed. Everybody is heading into the normal summer crazies. And so the ability to have a resource and toolbox like that in your back pocket as manager and pull it out and do it as a group or in team meetings or whatever, that is awesome. I love it.

Andy Roark:
Well, thanks man. I said, I really love it. I learned a ton doing the art charming and the angry client course, which was really well received. But what I heard from people was break it up even more, get it down into five minute increments where we can just pop this thing out.

Stephanie Goss:
Sure.

Andy Roark:
And make sure everything stands alone so we can just use the parts that we want. And so that's what it did. But yeah, I'm super excited about it. I also a huge believer. If you want real change in your practice, you need to educate the team as a group. They need to all see the same thing. They need to talk about what they're doing. They need to talk about what they could do differently or how they could work together, needs to come from them. And so, a lot of the lecturing to one person and having them go back to the practice, it just doesn't move the needle. It doesn't make real change, but getting the team together and doing some stuff like this, and then following up with some discussion of what we're doing and why we do it and how we do it. Guys, that's how teams get better. And so anyway, that I'm a big believer in that. I'm super happy to be rolling this out.

Stephanie Goss:
I am very, very excited. I can't wait to see the awesomeness get unleashed on the world.

Andy Roark:
We're just going to unleash the awesomeness. It's like, Godzilla on Tokyo. It's exam room communication on veterinary but it's across America and Canada. All right.

Stephanie Goss:
Oh man. I love it. How's things going otherwise?

Andy Roark:
Otherwise, it's good. Well, it's the end of your stuff. You know what I mean? Lots of half days coming up and school trips. Hannah had a trip to Columbia, South Carolina, which why wouldn't you go to Columbia, South Carolina. And they left at five o'clock in the morning to get there and in the early morning. But yeah, it's good. It's good. How about you?

Stephanie Goss:
It's same. Really busy. It is still, we had fall spring here in Washington. We got four days of beautiful sunny, like 65 degree weather. And then it started raining again.

Andy Roark:
Yeah. It's raining now here.

Stephanie Goss:
The kids are very sad because they're having an end of the year camp out. They finished school yesterday and they are doing an end of school camp out and they had all these grand plans for sleeping out. The girls had planned to make like a fort on the trampoline and they were super excited and I was like, it is going to rain.

Andy Roark:
Yeah. Yeah.

Stephanie Goss:
They were very sad. But it was just enough that we can all see that summer is coming and it's the best time of the year in the Pacific Northwest. I'm excited. It's good.

Andy Roark:
When things like that happen, do you make the kids come in or do you allow them to make their choice?

Stephanie Goss:
No. I told them I was like, you can do this. I don't care. Be frozen. I was like, I would not want to be cold and wet at 2:00 AM, but go for it.

Andy Roark:
You and I are in alignment on this. That's 100% my parenting is low stakes, painful learning.

Stephanie Goss:
Make your own bad choices.

Andy Roark:
Yes, exactly. It's like, I'm going to set my kids up to make as many bad choices as they can.

Stephanie Goss:
Yes.

Andy Roark:
What a beautiful reaping of consequences. You know what I mean? It's like, but dad we're do the thing and I'm like, you're not going to get hurt and you're going to be miserable.

Stephanie Goss:
Exactly.

Andy Roark:
And I am going to be very slow to get up and come and help you into the house. But yeah, my wife would not allow that. She would be like, no, the weather report says this and we honor the weather report and we would butt heads. And then I would back down because I was too. But you and I are together on this. I was like, this is exactly where I can give you the information and I'm going to allow you to make a bad choice so that you can learn that [inaudible 00:07:05] consequences.

Stephanie Goss:
Yes. I think if I was camping out with them, I would 100% force them to do what I wanted because-

Andy Roark:
Exactly right. Yes.

Stephanie Goss:
No, am I sleeping outside in the rain.

Andy Roark:
Yeah. And your bad decisions should not bring consequences to me. The only reason to this is because I would be comfortably in my bed unaffected by this bad choice.

Stephanie Goss:
Exactly.

Andy Roark:
I love it when we're in lockstep on parenting. That's how you do it.

Stephanie Goss:
It'll be interesting this year. We're going to be in lockstep on today's topic because it's a good one. I'm excited to talk about this.

Andy Roark:
We shall see. We shall see. All right, let's break it out.

Stephanie Goss:
Okay. We got a great mailbag question from someone who is a technician and they are the very first tech supervisor that their clinic has ever had, which is awesome.

Andy Roark:
Awesome.

Stephanie Goss:
And they were wondering they are started as they have been like really looking at the team from a leadership perspective. One of the things that they are seeing and hearing is that the tech team feels very stagnant and they said that they feel like there aren't opportunities to pursue VTS or additional certification in their area. And so they're wondering how can they enrich their technicians experience and foster career growth for them. And I just thought that this was such a fun question and I'm really excited to talk through it with you.

Andy Roark:
I love this question. I love it. I love it. I love it. Technician education is something I'm so positive and excited about. Technician rules and practices I'm super excited about. I'm getting ready to write an article. My next, it won't be the next one to come out. But the next one that I write is going to be, I'm playing with the title, but basically I think it's going to be like the futurist technician. And I want to make a case for how we need to treat technicians differently and the different role they need to be playing in our profession than they're playing now.

Andy Roark:
And so I am just going into this, know that I am very pro technician and very pro increasing the duties and responsibilities and compensation of technicians. And so that's where I come from. I really like this. I see, I think a lot about education in general and staff training in general for the reasons that we've talked about. And there are some significant pitfalls. Well, just really let me say easy pitfalls that I see again and again. And so I think we're going to get a chance to just point at those. And so I'm really excited about doing this.

Stephanie Goss:
Headspace, do we have headspace with this question?

Andy Roark:
Yeah. Yeah. I think we do. I think we do. Just a basic headspace. I think the big thing for me in headspace is think about what is possible. And it's really easy to immediately go, oh, how do we cost? Or this costs too much and we can't do this and we can't do that. And we've all been in meetings where there's a negative person who shoots everything down. And if you're not in the right headspace, you can 100% shoot this down.

Stephanie Goss:
Yes.

Andy Roark:
My advice with things like this is we're going to crack your brain open and we have to let everything get out and spread it all out first before we analyze and criticize. And so don't be quick to say, oh, that costs too much or we couldn't do that. Just give yourself time to think on what's possible. And think outside the box. I would say every clinic is different in what they need, do not fall into the trap of, well, that's not what the other clinics do, or I've never heard of a clinic doing that. I don't care what other clinics do. This is about your clinic and what your clinic needs is different than what every other clinic needs. You have your own little thing going and the people in your clinic, your technicians, they are different people with different strengths and weaknesses and needs and passions than other clinics have. And so don't get hung up on what everybody else does. Really the world is your oyster.

Andy Roark:
And the last thing on staff training too, is look for the win, win. And that's so cliche, but look for how do I grow people and benefit from their growth. And that is very possible to do. I would tell you the secret to my career professional success is that I've been lucky and good at figuring out what people are good at and putting them in a place to do it and to grow into it and to learn it. And I point to you as exhibit A of like Stephanie Goss has so many talents and so many skills, and she's wonderful and just getting to work with you and put you into a place to do what you're excited about and to grow and to learn. And all the training that we've done in Uncharted and things like that. And that has totally come back to our business, to make it something super great and special and spectacular. And I hope that you feel deeply proud of the things that you've done and you know what I mean, and how you've grown, because it's amazing.

Andy Roark:
And so the fact that I can have people like you and Tyler Grogan and Jamie and the rest of the crowd and provide learning opportunities and putting you guys in positions where you get to try new things and grow things, and then you are engaged and you are getting to stretch your minds and your legs and our company benefits from that. That's amazing. That is the ultimate win we're trying to get to.

Stephanie Goss:
Yeah. Well, so I think you and I are totally in agreement on a couple of things. The first one is I think it's funny how you started out by saying, don't pitch in a hole yourself, don't stop the creativity. You have to be willing to dump out all the thoughts and think about in terms of what is possible. And I agree 100% with you. And it's funny, because I read this question and the first thought that I had felt very antagonistic, but it was like, well, you're saying that there's no opportunity to VTS in your area. Well, right there, you're limiting your creativity right out of the gate. Yeah. And so I was just like, this is where we have to take a step back and we have to start from a place of the sky.

Stephanie Goss:
The sky truly is the limit. And we are only bound by our own limiting of our creativity or thought process. And so the reality is when people want something bad enough, they find a way. And I think that is the case certainly in professional development and most commonly what we see there is people not being able to have opportunity or finding opportunity where they are. And so the way that they find that opportunity is to leave. And I think in a small business, it is very easy to think into the black hole that can be fear and let ourselves think about, well, if I don't give them opportunities, they're going to leave. But if I do give them opportunities and they get really good, they're going to leave anyways. And so a lot of us lean in to that fear unintentionally, I think.

Stephanie Goss:
I know I certainly, as a manager had that thought, like I want them to get good, but I don't want them to get too good because I don't want them to leave us. I have been there and thought that about rockstar employees and the reality is that if we really care about our people and we want to continue to get the best out of them, we have to continue to provide growth opportunities for them. Because if you said to me, Stephanie Goss, you can have a lot of creativity in this position and you can get to do a lot of new things and our pay sales that this is the top end of it. This is where the growth stops for you. I would say, great. And I would be excited while I was doing those things.

Stephanie Goss:
And I am the person where education matters to me, personal growth and development matter to me. I always want to be doing something for myself and I'm going to find a way to do that. Whether I'm doing it inside of my job or outside of it and the risk by not providing some of those opportunities within our jobs and within our clinics is that people experience other things. And that's when they see, what else is out there and it becomes easier for them to say, oh, I'm going to check out another opportunity.

Stephanie Goss:
I think fear has a lot to do with this. And so for me, the headspace part starts with don't limit yourself. Don't think that you can't make things happen because like you said, your practice is different than the practice down the street, or you don't have specialists in your area, that is already limiting thinking and that's not a great way to start. And the other piece is I think we have to reconcile that fact and that fear that a lot of us have about losing really good people.

Andy Roark:
Yeah. There's a couple of things. There's the old cartoon that we've referenced a number of times here, but I still love it. It's the one where the two doctors are talking. And one of them says to the other, what if we train these people and they leave and the other guy goes, what if we don't train them and they stay. And I think there's a lot of treat to that. I get bored, you know what I mean? I get bored. I can't do the same job for more than two or three years in the same way.

Stephanie Goss:
Sure.

Andy Roark:
Before I'm just like, [inaudible 00:16:17]. That's one of the things I love about vet medicine is that's why it works for me is because vet medicine's a house with a million rooms. I can keep learning things and doing things and getting new tricks and toys and doing different kinds of cases. And just you can't use the word specializing, but basically specializing and picking up new things that I like to do and that I know about. And I think that is one of the keys to keeping people engaged. The other thing we talk a lot about, I hear all the time now. I can't keep my staff because other people can pay more. And I say, well, compensation is a motivator. It's not the motivator. A lot of people will forego a bit of financial compensation if they enjoy their work. And if they're doing something interesting and they see a path for themselves forward. I tell this story a fair amount as well, but it really spoke to me.

Andy Roark:
I was talking to a veterinary technician who I like, who's a good technician. And she came up to me and she said, I think I'm going to leave the practice. And it was a practice I was working at. And I said, well, why? And she said, well, I don't want to be Sandy. And Sandy is a technician who had been at the practice for like 35 years. She was a surgery technician. And according to this technician, she's like every day Sandy comes in and she does the exact same thing and she's done it for 25 years. And I just can't be that person who does the same thing for 25 years. And that really spoke to me a lot as far as technician development or just ongoing development for everyone.

Andy Roark:
People are not robots. They need some stimulation and if you have someone and there are people who are 100% happy to show up and do the same thing again and again. I'm not knocking those people at all, but there are other people who are not going to be happy in that way. And so I'm not saying we have to force march everyone through training. Definitely not, but we should be open and aware that some people want more, they want to develop, they want to engage.

Andy Roark:
This is the last part of headspace for me is I have a core philosophy of investing into people who want to be invested into and who are willing to put in the work and drive the bus and take advantage of those opportunities. Meaning when we pay for training, they jump into training and they do it. And I go, buddy, you hit me up when you have other things you want to do, because I feel good about the resources that were put here versus other people when you send them to training and they hang out and they go to a couple lectures, but mostly they're on vacation. I go, I don't feel nearly as good about this investment as I do when I invest in the other people.

Stephanie Goss:
Yeah. I think it's really important. I've been thinking about this topic a lot because we know that money is not the only motivating factor. And so, it's interesting that this mailbag question came in, because I've been thinking about this a lot specifically in the context of technicians because when I think about the job of being a technician and I think about the technical skills. I never felt, and I don't think I ever felt as a technician, there was not skills and techniques and things out there still for me to learn. I always felt like there was tons of stuff to learn. And at the same time, when you think about what do we do every day in our practice? Well, we see sick patients. We see, well patients, we do dentistry and sometimes we see emergencies.

Stephanie Goss:
In a general and your run of the mill GP, there's surgery, there's sick patients. There's well patients and there's dentistry. And so when we think about those things that we do day in and day out, there is a ceiling for the basic things that we're doing every single day. And so if you looked at me and said, I'm going to provide a growth opportunities for someone to go from unlicensed, no experience to licensed and experience. That's awesome. And I think we all should have that. We should have that laid out. Here's the steps, here's the skills, right here's what you can learn. And where most of us stop is where this question begins, which is what do we do when we have those people who have learned the techniques and the skills, who are competent technicians.

Stephanie Goss:
If you told me this is the end of the road, I would be board AF and be looking for something else. I would be in the camp that these technicians are. And I don't think, there's nothing wrong with that. And yet I think collaboratively when it comes to veterinary medicine, the way that we have looked at it, as long as I've been in veterinary medicine almost 20 years now, the way that I have looked at it and have seen my peers look at it is you become a technician, be really, really good. And then you have two choices. You can become a supervisor and you can go into management, which is a whole other-

Andy Roark:
Which not being a technician.

Stephanie Goss:
Which is not being a technician is a whole other role of wax. Or you can go into industry and also not be a technician and work for a company in some capacity using some of your technical knowledge. But because there wasn't the opportunities beyond that. And then when VTS came to be, it was like, yes, here's an opportunity to continue to expand and grow the technical skills. And it made sense, but why does it have to stop there? And I guess that's the question for me is why are we limiting ourselves to think that can be the only expansion of things? There's plenty of stuff that doesn't have to do with what I'm doing in everyday GP that I might be interested in. And we're going to talk about that I think when we get into how to approach it, but I think a lot of us just think so black and white of like, this is the way that we've always done it, that we really are short changing our people and our teams.

Stephanie Goss:
And I also think it honestly, when we sit back and we're brutally honest with ourselves, do you wonder why we can't hire people to come into this field? If we say here's the self-limit lifespan, this is as high as you can get dollar wise. And these are the skill set that you can learn and that's where the learning stops. That would not interest me. If you were talking to Stephanie, just out of university who was starting all over it. I would look at that and say, thanks, but no, I'm not interested.

Andy Roark:
Oh yeah. I agree. There's a lot there to unpack. I want to point out, I think opportunities present themselves on a spectrum. And I think we tend to think in extremes.

Stephanie Goss:
Sure.

Andy Roark:
And so we think either our practice is stagnant and we do not provide any training or we don't grow, or the inmates run the asylum, you know what I mean? And we're just training. And then the staff does whatever they want. And management has no control because people are just doing new procedures all the time and there's no planning. The truth is in the middle. Of course. I think one of the greatest frustrations, it's funny, I don't know that it's equally frustrating, but it is up there is when there are practices that allow training, but no implementation of said training. And I think that gets really frustrating for people too, is they go and they get the training, but then they're not allowed to do anything that they learned. And at some point you go, I mean, I guess it's a little bit better for me because I know stuff, but I'm not getting to do any of it. I think that really frustrates a lot of people.

Stephanie Goss:
Well, and I think that's where then people look at leaving because you have done the development and maybe someone's even paid for it for you. And you're like, why give me all of this knowledge and then not let me be able to engage with it or use it. That to me is from a manager and practice owner's perspective is where we have to take a step back and look at ourselves and say, why are we bothering? Are we doing it just again, I think when we really step back and are honest with ourselves, a lot of the time those choices are made because people are afraid of losing their people.

Stephanie Goss:
And so they're going partway, but if you only go partway and you don't go far enough down the spectrum, because I agree with you. You can go to opposite ends of that spectrum. And both sides can be a little crazy, but if you don't go far enough down the road, you're going to lose them anyways, because they're going to come back. They're going to be like, well I learned all of this stuff and I'm really excited about it. But when you get told no over and over again about using any of those skills, most people get frustrated and look for an opportunity to use the things that they've learned.

Andy Roark:
And it's scary and challenging to have those training opportunities and have people come back and then say, how do we integrate these things in a positive way? That's not scary or out of control but in a smart way. If only there was a place, Stephanie, if only there was a resource that actually worked with leaders and people who are growing their businesses and developing their people to help them in an ongoing basis as they navigate these sorts of things. I don't know. That would be an incredible thing. Somebody should create that.

Stephanie Goss:
Like a community like Uncharted, is that what you're talking about?

Andy Roark:
Community that, oh. Like a community that is Uncharted. That's what I was thinking. Yeah. But we get to work with people in this stuff. Last thing I wanted to say, yes, you hit on this, but I want to hit it really cleanly here at the end. I think we have a wildly over emphasis on degrees and certifications in vet medicine. Now wait, wait, wait, let me walk that back a little bit. I 100% believe in certified vet tech. I think that we need to have some levels of certification for competency in treating patients. I completely agree with that. What I'm saying is that in our profession, so many people say, oh, you want to grow and develop. That means you need another degree. That means you need to go back to school.

Andy Roark:
And I go, I do not agree with that at all. You can go back to school. That's totally fine. But think about your life and all the things that you've learned. What percentage of that did you get in the classroom? Versus working on things and using your hands and being mentored. It's definitely a path to go down, but I look at people and they're like, well, I need to get a technician specialist and maybe you do and maybe that's wonderful, but the idea that is what advancement looks like in most cases, I don't agree with that. I think we can make our own advancement paths and we can create a lot of opportunities for ourselves. And that's what I want to talk about [inaudible 00:26:56].

Stephanie Goss:
Well, and I'm glad you brought that up because what I do love about the VTS is I hear what you're saying and I agree with you. I don't think it has to be about, let's go back to school and have a formal degree program, because I think that's very shortsighted because that path is only going to fit a certain segment of the population for a variety of reasons. I do very much appreciate when we look at creating opportunities that include formal education, that doesn't have to be a degree program. But that you have solid education and I think that's why a lot of doctors, especially practice owners lean into the idea of, well, if I look at something that has a formal program, I trust their other vets attached to this. Someone has thought this out there's vetted curriculum, and I can wash my hands of it, of the responsibility of administering it and being in charge of it and having to supervise it. But I also know that they're getting some education and I can appreciate that.

Stephanie Goss:
And I think we need to look at creating opportunities like a VTS, but even also simpler than that for people where there is a degree of education. And also we're doing hands on learning and other styles of learning opportunity, like you were mentioning because that is only going to suit certain people and less people than the majority, I think.

Andy Roark:
Yeah. I agree. That's all I got for headspace.

Stephanie Goss:
Okay. Should we take a break here and then come back and talk about, okay. They've talked a lot about how, yeah, let's do this, but where do we actually start?

Andy Roark:
Yeah, they seem to be in favor. Let's move forward.

Stephanie Goss:
Let's take a break.

Stephanie Goss:
Hey everybody, this is Stephanie. And I'm going to jump in here for one quick second, and make sure that you know about a few things that are coming up that I'm pretty sure you're not going to want to miss. But before I do that, I have to say, thank you. Thanks to a generous gift from our friends at Banfield Pet Hospital. We are now able to provide transcripts for all of our podcast episodes. And we have to just say, thank you. Thank you. Thank you so much. Andy and I have wanted to make the podcast more accessible. And when we were pondering the idea of how do we make transcripts a thing. Our friends at Banfield stepped up in a big way and said, “Hey, we are striving to increase accessibility and inclusivity across the profession. This fits with that mission for us and we would love to sponsor it.”

Stephanie Goss:
The 2022 podcast episodes are all now being transcribed and brought to you by our friends at Banfield Pet Hospital. To check out the transcript and find out more about what Banfield is doing to increase accessibility and inclusivity across the vet profession, head over to unchartedvet.com/blog and you can find each one of the podcast episodes and a link to find out more about equity, inclusion, and diversity at Banfield.

Stephanie Goss:
And now there is something coming up that you're not going to want to miss. And unlike Andy, I'm not just saying that because I'm the one teaching this upcoming workshop. That's right. At the end of June, I am teaching a workshop for all of you and I am super pumped about this. This is a workshop that I just had the chance to do with our Uncharted community at our April conference in person. And it is called teamwork, mind melds.

Stephanie Goss:
We are going to be talking about setting expectations for team communication, but goes beyond setting expectations for the team communication. Really, we're going to talk about exercises and things that we can do to intentionally get the team to know each other, get on the same page, because when we're on the same page and we know each other, having accountability conversations is a lot easier to do. If this sounds like something you would be interested in head on over to the website@unchartedvet.com/events, and you can sign up, it is June 29th, which is a Wednesday. It's going to be at 8:30 Eastern, 5:30 Pacific. And it is $99 for people who are not currently Uncharted members. And as always, it's free for our members. I really hope to see you there. And don't worry, we've got lots more coming later this summer. Make sure to save the events page and come on back regularly, because we've got lots of good stuff coming at you. And now back to the podcast.

Andy Roark:
All right. How do we want to get started making this happen?

Stephanie Goss:
I have a bunch of ideas and I'm super excited, but I think for me tackling it, if I was this tech supervisor and this was my first time, the first question that I would ask myself and I would ask my practice leaders, my practice manager, my practice owner is, are we asking people what they're interested in? Because we could throw a ton of ideas at the wall and see what sticks or to your very first point, who are people, who makes up our clinic? Who are they and what do they want? And so there are a lot of ideas and I'm excited to talk about some of them. But for me, it really, the action I think has to start with who are they? What are they interested in?

Stephanie Goss:
And so for me, it's a fact fighting mission because feeling like the team feels stagnant, what does that mean? What specifically are they struggling with? And also beyond what are they struggling with, what are they interested in? Because this is where I think it, you need to do a little bit to figure out who on your team is the person who is like, yes, I want to go back to school. And so you're going to look at options that might suit that. Who are the people that make up your team and what are they interested in.

Andy Roark:
There's three things for me. First one is I'm with you 100% is what are these people interested in? And we should have those conversations. Now, let's talk about how we ask those questions because people really struggle when you say, what are you interested? They're like, [inaudible 00:32:50] veterinary medicine, patient care? And they don't know what to say. And I think most of us, if I just put you on the spot listener right now and said, what are you interested in? You might struggle to give me a response right now in the moment. I like questions like, think about the best days that you've had in the practice. What are those days like? Why are they the best days? Think about the best day that you can remember. What happened that day?

Andy Roark:
And that is a neat way to get people to think about things in the past that they have really liked and then tease out what they really liked about it. And so I think that can be really, what's your favorite case that you can remember seeing and why? And so I like those experiential questions to tease that stuff out.

Andy Roark:
The second thing for me is what do you not like? And what's funny is that people are much better at telling you what they don't like than what they do like, because they know what they don't like. They're like, as you say, what do you not like? And you have to have a trusting relationship with this person that they'll answer the question. But if you have that trust, they'll say I don't like going in the exam rooms with people and I go, okay, I get that. Maybe a treatment room supervisor could be good for a treatment room, floater technician or something like that. I don't like being on the phones and I go, okay, well, scratch that whole communication spot off the list here. And to just try to get an idea of what are they like and what are they not like? And a lot of times they don't know what they like, but they do know what they don't like. And I don't put a ton and ton of weight on it other than it can help me get a general direction of where someone is going.

Andy Roark:
And then the third one for me is what's good for our practice because this is a balance. And so it's good to stop and just look around every way and say, well, where can we get better? And what are we trying to do? And where are we trying to go? And that my friends is where the mutually beneficial situation comes out is when I say, “Hey, Stephanie, you've shown interest in this area and this is an area that I'd like our practice to develop in or where I see opportunities us to develop. What would you think about taking on the training and helping me lead the charge in this direction.” And that my friends is how you get people who are bonded and engage. That's how we set it up so that they are getting the training and then doing the training and retaining the training. Because let's be honest, when you go out and you get trained and you don't actually do the thing, how long do you keep it? It's pretty ephemeral. And it just seeps away after a month or two months or six months or a year.

Andy Roark:
And so they actually get the training, then they actually get to do the thing. And people always ask us, they're like, how do you get buy-in from your technicians? I'm like, buddy, you set this up and you'll get some buy-in because you've got a partner in the project in making this thing what it wants to be. You want to do rehab, let's talk about getting trained as a rehab technician and then starting to see some appointments. Let's talk about what the pilot program's going to look like, how they can probably do some half days of rehab until we build that service up and they're going to work the other half days doing wellness tech work or whatever. Let's talk about the client communication position that we're going to have. Let's talk about our nutritional champion that we're going to set up.

Andy Roark:
Let's talk about our anesthesia lead technician and the role that they're going to have in checking our protocols in the morning, are file safe on all the meds and on all the patients, whatever your practice needs. And that's why it says, every practice needs different things and that's why you can't be like, what do other practices do with their texts? You can find some cookie cutter solutions that way, but really lightning in a bottle comes from you figuring out how do you want your practice to develop because then you are going to be motivated to support the person or the people who are going through the training. And that doesn't have to be an individual person too. I will tell you the best example of training that I ever saw.

Andy Roark:
And this is not a sponsored episode, but it was when [inaudible 00:36:54] came out. And the company behind [inaudible 00:36:57] was pushing it. And they set up a specialist, an anesthesiologist to come to our practice and to talk to us on two different occasions and then to be in the practice for a day while we actually used it in some of our surgery cases. And we all got to see it and they walked us through it. And guys, we changed our anesthesia protocols and we got on board in a significant way that I've never seen before or since. But it takes that hand holding, but all of us were there and we all saw it and we all asked our questions. And then we had somebody there who was comfortable when we tried this. And when we slowly rolled it out with some cases, and we actually made a lasting change, in a really, really short period of time. Some people are like, oh man, that took three meetings. I'm like, that was like two weeks guys. That was like two weeks to get everyone on board with this. That's amazing.

Andy Roark:
But I really think that type of team involvement, boy, you can make changes fast. And the last part is when I say team involvement, I say, making changes fast. I did say pilot program. I think a lot of people try to spin the steering wheel and they're like, we're going to get trained and then we're all going to do this. It's like, no, we're going to get trained and then we're going to start to roll this out and implement and see how this works in our practice. And I like to use that wording with people because I'm not over promising, I'm setting clear expectations. We're going to do this, but we're going to do it in a methodical way to see how it fits in with what we are doing and find its place.

Stephanie Goss:
Well. And so I think there's two things that you talked about that are on my list as well. And the one you were just talking about, I think is why a lot of us are afraid to jump in or jump in without really thinking about it. Because a lot of times when it comes to talking about an area of interest, it can involve needing equipment or setup that has cost. Your anesthesia example is a great one because you can totally pilot it. You can try it and it's going to cost you a couple of bottles worth of drugs. And even if those drugs are a couple $100 a piece, that's still a small cost, when you think about rehab or laser therapy, that's a bigger investment. And so for the leaders and owners for a lot of us, it's scary.

Stephanie Goss:
And we lean into doing one of two things, either not committing until we figure out how to make it work financially, which can have people who are interested in it fall off in the process, because they're like, well, I don't want to wait two years until you're ready to buy a laser because I'm excited about doing this now. Or we jump in and we buy the thing and we don't have a plan. And then when Sarah loses interest after doing it for a couple of months and decides, this isn't what she really wants to do now, I'm stuck with the $60,000 machine that we're never going to use again. I understand why that's a struggle. And I think that's part of having the team conversation and brainstorming and I like the way that you approached it and I would do it very similar, which is trying to figure out what are they interested in? What are they not interested in?

Stephanie Goss:
But also looking at it from the business perspective because I think we have a ton of opportunities that I want to talk about a few things that I've been involved with as a technician and also in practices that I've managed where we have created opportunities for technicians to be in charge of their own futures. But I think having a seat at the table and not just having it be something that the practice owner makes or breaks on their own, it is game changing.

Andy Roark:
I completely agree.

Stephanie Goss:
I mean, being able to voice their ideas and opinions and share, I have been amazed at some of the creativity that has come out of my team when we have had conversations together as a group. And the reality is you guys, our veterinarians are overwhelmed. We have more work than any of them can ever handle. And so why would we not think about how we can utilize the team to support the veterinarians and take work off of their plate because it's not like we have no clients on the schedules and the vets are competing against each other for patients. It hasn't been that way in a long time for most of us. And so why would we not think about what can we do to really leverage and utilize the team to their fullest and support the veterinarians so they can spend more time in return doing the things that they really like?

Andy Roark:
Well, this is why I really like the idea of being an active participant in training as the manager, as the owner. Here's why, because a lot of times what happens, I see the owner or the manager, they sit back and they're reactive. And the team says I would like to get trained on rehab. And the owner's looking at full appointment schedules and no space to do this. And they're like, no, and I'll be honest when you were like the owner worries. They're like, I'm not ready to do this for two more years. And people are going to get tired and leave. And I'm like, I feel that in every fiber in my body, because people get excited and I love the enthusiasm, but I'm like, we are going as fast as we can go.

Andy Roark:
And again, and I'm like, I don't want you to get angry at me. And I don't want you to get burned out and feel shut down and leave. At the same time, I cannot add a rehab service to our practice right now right. It cannot happen. We do not have the bandwidth for it, or the resources for it. Or I don't have the emotion. I'll break down. I do not have the emotional energy and resilience to do this. I have no spoons for those of you who know about spoons, I have no spoons. And so what do we do? And to me, the answer is you weighed into the conversation. And just like we don't like to sit back and tell clients what we can't do. I'm sorry. We don't have any appointments today. I'm sorry, we're not taking new clients.

Stephanie Goss:
What can we do?

Andy Roark:
What can we do? We talk about what we can do. And so I would be looking right now when we're overwhelmed, I would be having open conversations with the team and saying, guys, what do you want to learn that's going to help us be happier. What can you learn? What can we learn? What can we work on that's going to get people out of here better, faster. What can we do to be more productive and to save time by training and growing people to cover holes that we have and make our lives better. And buddy, I'll write checks for that training and they'll put it to work right away. I think it's much easier to bring that into the conversation as opposed to waiting first people to come to you and say, I want to go get my VTS in nutrition. And you're like, this is not a good time.

Stephanie Goss:
And here's the thing, again, this is for me and my own personal experience, I think a lot of that has come from a place of worry or fear, but also the feeling like there's only a limited number of pieces of pie. That feeling of, well, and I'm going to make context for this in just a second, but that feeling of there's only a limited amount of opportunity and so we look at it from that perspective. And so what I mean is I've watched colleagues where they have somebody on their team who is truly a talented technician and they have an interest in ophthalmology or ER, or whatever it is. And they don't provide those services, but there's another clinic in the area that does. And I have watched colleagues approach it from, well, I'm not going to help them get experience if it means going to the other practice, because I don't want to lose them to the competition. And nine times out of 10, they wind up losing them to the competition anyways and so-

Andy Roark:
Faster. Faster.

Stephanie Goss:
Faster. Exactly.

Andy Roark:
Because the competition's like, hey, come over here and we'll do the thing you want to do. And then [inaudible 00:44:48] they go.

Stephanie Goss:
And sometimes, the grass is not always greener. And sometimes people go and have experience and they're like, oh yeah, I was happier over there and they come back. But for me, it's about, I really do think we have to stop looking at it from that perspective and think, okay, it doesn't have to be all or nothing. How can we support these people? And maybe the conversation is we don't have the bandwidth or capacity to think about opening a profit center in practice within the practice right now. I could absolutely see thinking about that as a two year project. And so what can we do between now and then to make you feel supported and work your way towards that journey? Can you go and work at another clinic a couple of times a month?

Stephanie Goss:
Can you go and spend time with the certified rehab DBM who works an hour away? What does that look like? And that's where going back to our question in the mailbag, when they said there's no opportunity to pursue a VTS, why? I live in the middle of freaking nowhere and I employed multiple VTS in my practices. Does mean that they didn't have to do some fancy footwork to maybe get some of their clinical experience because they weren't seeing it every day in their GP practice. But if people want it bad enough, they'll find a way. And so right there, we're putting our concerns and fears on our people and that isn't fair. We should look at it from that fresh perspective and say, okay, what can we do to find that happy medium?

Stephanie Goss:
How do we support you right now if we can't jump into the deep end of the pool. I'm with you, I think we think about how do we support the business right now. But if what we come back at them with is only a self-serving answer and they don't feel like we're actually hearing them and they're included and thinking about it. I think we're going to lose them anyways. And so I think we have to think about, okay, how do we recognize? How do we say, okay, I can't do this because sometimes it does involve significant costs or research or remodel or expansion or whatever. I think most of the people that we work with are reasonable people. And I think if we said to them, okay, let's think through what things would have to happen for that to happen.

Stephanie Goss:
We'd have to get equipment or we'd have to rearrange things, whatever, and say, let's talk this through together. Make them an active participant. In that process I think it lessens the chances that they're going to go looking for that opportunity somewhere else, as quickly as they might, if you said, I can't. And I think a lot of us stop at that I can't because we are also, I think there is a part of us that are very competitive in veterinary medicine and I've certainly worked in hospitals where they're just like, no, I don't want you to do any shifts at the ER, even though you're super interested in ER, and what has happened nine times out of 10, we've lost those people anyways, because they have been interested in it and they want it bad enough. They will find a way.

Stephanie Goss:
And so when it comes to this mailbag question, my questions, I have so many questions about why couldn't they VTS because they don't necessarily, you don't have to have a critical list in your practice. You don't necessarily have to have a boarded dentist in your practice. Do they need to get some experience? Yeah. Do they need to have some letters of recommendation that come from specialists? Yes. But there are ways to create those relationships and foster that and create the ability for them to achieve that without it having to happen solely in your run of the mill general practice. And I think that's where it goes back to where you and I started, which is that we are limiting ourselves and we have to stop it.

Andy Roark:
Yeah. I agree with that. The other thing I would say about the training thing too, as we talk about the VTS, VTS, VTS is I really think that when we do training with our staff, you should start with the end in mind. And the truth is, I mean, the VTS is great and if it works out and it can work out, then that's fantastic. The truth is no one's like, what we need is a VTS? No one says that. They say what we need is to be better and faster anesthesia. What we need to do is we need to have better surgical protocols. You know what we need to do, we need to have a better workflow for making nutritional recommendations and getting pet food in the hands of owner. Whatever. No, one's like, our problem is that we don't have a degree on the wall. Nobody says that.

Stephanie Goss:
Right.

Andy Roark:
And so my response back to them is like, what do we do? We can't get a VTS and I would go, what do you need a VTS for? What can you do that moves you in that direction? Because again, it doesn't have to be all or none. You can start. And I thought your example of what happens when we get the therapeutic laser and six months later, Sarah's like, I don't want to do this anymore. Well, what are some things we could have done to move in that direction and put our toes in the water and start to expose our team to that maybe without going whole hog. Are there ways to do that?

Stephanie Goss:
Yes.

Andy Roark:
Start with the end in mind you, the end is not a piece of paper. The end is the ability to do things, work in an area, expand services, help pets in a new and exciting way. And I go, okay, what other alternatives do we have to get there? And there's often a lot and it could be as simple as a home brewed combination of CE from veterinary conferences that this person's going to go to and online webinars, and you could put together a training program that's going to get them a lot of stuff. And if they love it and they excel at it and we start using it in the practice, then at that point it might be like, “Hey, it's really time to figure out how to get this VTS.”

Andy Roark:
The other part that you said that I think is really true. This is so darn hard. Let me just start by saying, this is so hard. And I have wrestled with us many times, the enlightened view on training the staff is a Buddhist view that nothing in this world is permanent and everything is changing and people are going to change and they are going to be who they are going to be. And you do not have any control over them. And the idea that you are going to control, where they're going to be in five years is ridiculous. And so you should embrace your lack of control and decide that you are going to be a supporter of your people and that you are going to develop people and that you are going to mentor. And you're going to give back to others. This is what I believe. And you should know some of them are going to leave and you should know that some of those that leave are going to come back.

Stephanie Goss:
Yes, yes.

Andy Roark:
And you should know that some of them are going to stay. But I think that a lot of times what happens is, and I have no question. This is how we're wired. We want to believe that there's permanence in life. We want to believe that we have control. We want to have certainty. And if I have a technician whose great, I desperately want them to stay. And so I don't want to train them or invest in, or give them opportunities that might lead to them leaving. And the truth is they're going to leave anyway. Who knows what's going to happen to them. And so the better, healthier thing is for you to decide to feel good about it and to support and grow this person and believe in karma and believe that good things come back around and that taking care of people takes care of you.

Andy Roark:
And that is so hard to do because we all have that scarcity mindset from natural selection of what if there's not enough berries for everybody to eat. Yes. If we all have that baked in, but trying to rise above that and say, you know what, we're going to grow people because it's who we are. And we are going to make this a great place to work. And we are going to be a dynamic practice that keeps getting better and keeps working hard. And when people leave, that's okay, we're going to go on. There's a saying that's morbid, but it's also true, “The cemeteries of London are full of indispensable men.” And it's an old said, it should be indispensable people. But the saying just means everybody thinks that they're required or that we can't go on without this person. I'm like, yeah, you can and you will if you have to. And honestly the sooner you accept that and just go on with your life, boy, acceptance is a great thing. It's a great and calming thing.

Stephanie Goss:
Well, so I think for me where it ends up is like, what can we do? And so I will tell you, and I'm curious to hear what things you have experienced or seen in the practice. But I was thinking, okay, well what can we, as an individual practice offer them? Well, there's the leadership piece. And I think we don't discount that. There are going to be people who have technical interests and want to move into leadership, but like you and I both said that doesn't improve their technical skills. And so if they're feeling stagnant truly in their technical skills, I think we have to hear that. And there are ways that we can offer them opportunities in leadership. There's also ways that we can offer people who have an interest in differing types of responsibility, more responsibility.

Stephanie Goss:
Maybe they're like, I would like to become a supervisor I would like to be in charge of the inventory when it comes to anesthesia, whatever. There are things maybe they want to be in charge of training all of the new people on how to use the lab equipment. We shouldn't stop at thinking about what are some of the responsibilities that we can give them. But for me really thinking about my own individual practice and where can we start, for me it was about figuring out what are they interested in. And then also looking at what are things that we can offer our patients and our clients that will take work off of my doctors. And so right off the bat, there are multiple things that I can think of that we offer in our run of the mill GP that can be run almost entirely by technicians or with very limited DVM involvement if we train the technicians and we get the trust relationship built up with the DVMs on the team.

Stephanie Goss:
Things like dentistry. Our dentistry department, we had someone who VTS, they decided they were going to VTS after running the dentistry department almost solo for years. They came in and they did all of the things and they were super anti about that. You mentioned anesthesia. That's a great place to think about. Where can we give people opportunities? Things like technician appointments, truly thinking about what are we offering through technician appointments and can we develop a service that is going to take some of that work off of the doctor's place. And it's not all or nothing. A lot of these are things that you approach from a baby step perspective and you take it one step at a time and you try it and you see what works and what doesn't.

Stephanie Goss:
But I will tell you, I as a technician, my practice multiple of them invested in ultrasound, which we needed. We were contracting out ultrasound services and our doctor said, this is something we want to be able to have here at the practice, because we're doing enough of them and we can't rely on somebody else's schedule to make this happen. And the paraprofessional staff were the ones who got the training and we got certified and we ran the ultrasound department and we had it sent out and had a specialist review all of the ultrasound, but the DVMs referred the cases and then had nothing else to do with it until it came back to having to talk to the owner about the results. But the text drove that.

Stephanie Goss:
And talk about satisfaction for me as a technician to be able to say, this is a brand new skill and this is something I'm super jazzed about. It was awesome to feel like I didn't have to go anywhere. I could stay in my practice, but I could not only get additional technical skills, but I also could use that to run something myself and feel I was generating revenue for the practice. And from a business perspective, talk about the win-win like they are doing things that they enjoy. And it's also bringing back revenue into the practice.

Andy Roark:
Yeah. I'm 100% on board with that. I think that's a good place to be. I guess my last comment on this for training is don't overthink it. I think a lot of people too think that training involves someone from 50 miles away coming in and talking to your team. I thought your point of you can have your technicians research and put together a presentation and train the other staff. And honestly, that's one it's great for the staff. And two, it's great for the person who's doing the training. It is a massive education, personal growth project for them. The doctors can 100% do training on services that they want to see. I am 100% on board with you as far as technicians doing more.

Andy Roark:
And I don't want to unpack this too much because a big old can of worms, but we do not have enough doctors for the work that we have. We cannot get technicians because the job doesn't pay enough. And I see opportunity my friends-

Stephanie Goss:
Yes. I agree.

Andy Roark:
… to grow the technician role. And I think we're going to be smart about it. And we need to follow the model that the dentist set where the technicians work under the doctor, directly under the doctor. But I believe that we can grow the technician rules so that they have engaging interesting rewarding jobs that pay them a good salary and that it's good for the practices. And that keeps the doctor squarely involved in healthcare and treatment. But we need to march in that direction and I'm worried that if we, as a profession don't, the decision's going to get taken away from us. And it's going to go away that maybe we don't really want. And so that's my thought. I don't mean to light that fire too, to burn too hot, but I do think that we need to be thinking seriously about growing our techs and them putting them to use in a way that's good for pet owners and it's good for the practice. It's good for the doctors.

Stephanie Goss:
Yeah. I love it. I would love to hear from our listeners, when we put this out on social media. I'm going to make sure that Tyler or that we ask, what are some of the things you've seen in practice? Because again, this is only the surface, like the five things that we just talked about super surface. There are so many things and I want to see because there are so many practices out there that are being creative that are ahead of the curve on this one. And I think, again, as we said in the beginning, we're limiting ourselves. And so I would say to our listener who wrote in, the sky's the limit. Just dream big.

Andy Roark:
Oh yeah. All right guys, take care yourself. Be well everybody.

Stephanie Goss:
Have a good week, everybody.

Stephanie Goss:
Well, everybody, that's a wrap on another episode of the podcast. Thanks so much for spending your time with us. We truly enjoy spending part of our week with you. As always Andy and I enjoyed getting into this topic. I have a tiny little favorite ask. Actually two of them. One is, if you can go to wherever you source your podcast from and hit the review button and leave us a review, we love hearing your feedback and knowing what you think of the podcast. And number two, if you haven't already, hit the subscribe button. Thanks so much for listening guys. We'll see you soon.

Written by Andy Roark · Categorized: Blog, Podcast · Tagged: Technician, Training, Vet Tech

Jun 01 2022

The New Hire WAY oversold themselves… Now What?

Uncharted Veterinary Podcast Episode 180 Blog Graphic

This Week on the Uncharted Podcast…

Have you ever hired someone or had someone join the team and when they get started, it is obvious to the whole team that this person WAY oversold their skillset and abilities? This week on the podcast, Dr. Andy Roark and Stephanie Goss tackle a great question from a practice manager in this very predicament who is asking “What can I do to fix this problem and bridge the gap between their skills and what we need while also addressing the fact that they are currently being grossly overpaid considering their actual skill abilities. We loved the positive and fresh take on this challenge and had a lot of fun with it. Let's get into this…

Uncharted Veterinary Podcast · UVP – 180 – The New Hire WAY Oversold Themselves…Now What?

You can also listen to the episode on Apple Podcasts, Spotify, Google Podcasts, or wherever you get your podcasts.


Got a question for the mailbag? Submit it here: unchartedvet.com/mailbag


Upcoming Events

June 8: Creating Content That Clients Crave with Bill Schroeder

Many practices have heard that “content is king”, but few have systems in place that actually generate impactful content.

This extremely interactive session will explore the types of content that are most valuable, the potential impact of such, and proven methods for great content development.

June 29: Teamwork Mind Meld with Stephanie Goss

In this team communication workshop, we will cover a series of simple, easy-to-lead exercises that will allow you to walk your team from the very first “getting to know you” conversation all the way through the hard stuff and on to the dream work level of teamwork.

All Upcoming Events

A UVC MEMBERSHIP IS YOUR KEY TO FINALLY GETTING THINGS DONE AND GROWING YOUR VETERINARY PRACTICE.


Episode Transcript

Banfield Pet Hospital Logo

This podcast transcript is made possible thanks to a generous gift from Banfield Pet Hospital, which is striving to increase accessibility and inclusivity across the veterinary profession. Click here to learn more about Equity, Inclusion & Diversity at Banfield.


Stephanie Goss:
Hey everybody. Hi, I'm Stephanie Goss. And this is another episode of the Uncharted Podcast. This week on the podcast is kind of a mailbag question, but really there is a situation that a colleague of mine who is a fellow practice manager, reached out to our manager community that we're in and asked for help on. And when I thought I reached out to her and said, “Hey, I don't know that I have a whole lot of answers, but I would really love to talk about this on the podcast with Andy,” because I think that this is something that happens more frequently than we realized.

Stephanie Goss:
And it's really important A, to band together and realize that you're not alone in this situation and B, I loved how this practice manager was approaching it from a place of, how do I actually fix this problem? Versus running away from it. Curious yet? We're going to talk about what happens when we hire someone who has very oversold their abilities and their skillset. And they are being paid a wage that is not really commensurate with the experience level or their abilities once they join the team. And this manager is wondering, I could jump ship and I could run now, but could I fix this? Can I bridge the gap between where they are and where they should be to pay them what we're paying them. Curious? Let's get into this one.

Meg:
And now, the Uncharted Podcast.

Dr. Andy Roark:
And we are back. It's me, Dr. Andy Roark and Stephanie. The case is mistaken identity, Goss.

Stephanie Goss:
Oh, how funny? Is it mistaken identity? I'm not so sure.

Dr. Andy Roark:
No, I don't know. I don't know.

Stephanie Goss:
I like it. How's it going, Andy?

Dr. Andy Roark:
Man, it's good. The weather here is beautiful, things are moving along nicely. For we've moved into that part of the school year, where the school lets you know, hey, there's one month left of school and we now have 47 events for you to attend in the middle of the day, every day. Surely you'll be there for the 11th AM Awards ceremony for almost perfect attendance.

Stephanie Goss:
True story.

Dr. Andy Roark:
Surely the 1:00 PM cookie lunch with dad is important to you.

Stephanie Goss:
And surely, it all needs to be crammed into the last four weeks of school.

Dr. Andy Roark:
It's called Springfest. Is it on Saturday? No, it's on Monday.

Stephanie Goss:
Oh, I am very, very glad we are in our last two weeks of school and I am very glad I am ready for a break. I'm ready to be done. The kids are getting very excited. I think they have one more like real week of school next week and then the last week is fun and games and-

Dr. Andy Roark:
That's a joke.

Stephanie Goss:
Yeah. Bless their teachers for embracing it. We're having a school camp out the night before the last day of school and they're like, “Yeah, we're not actually even going to have school on the last day. We're just going to all hang out and have breakfast together, then everybody's going home.” I was like, great. I can roll with that.

Dr. Andy Roark:
Yeah. I have mixed emotions. Here's some genius for you. My 10 year old daughter's teacher is like, “We're doing social studies in the modern era.” And I'm like, “What does that mean?” And it turns out she's listening to songs and watching movies of the '70'S, '80'S and '90'S. And I'm like, that's genius.

Stephanie Goss:
My kid also just, they were doing something with music of the '80's and they were listening to some YouTube channel and it was like, top 10's of different genres from the '80's. And she was just like, “I knew this many songs and nobody else in my class knew these songs.” I was like, “Because I'm the old parent in your class. That's why this is happening.”

Dr. Andy Roark:
Yeah. On the upside, they listened to, I Will Survive and some beachy songs like Stayin' Alive, and I was like, that's great. On the downside, the teacher decided to show the fourth grade class, Michael Jackson's Thriller. And it took me three days, to get Hannah to sleep through the night again. And I was like, I remember being nine, 10 years old and seeing Michael Jackson's Thriller, it is intense.

Stephanie Goss:
Yeah. That was on the list of songs and yeah. So that's an intense one. Oh man.

Dr. Andy Roark:
That's good. All right. That's enough of that. We're making it into the summer. It's going to be good. We're almost there.

Stephanie Goss:
We have a question from the mailbag today that comes in preparation for the summer craziest. And this is actually a conversation that I was having with a colleague who is a manager and their clinic is shorthanded as a lot of us are, and they are hiring multiple positions and they have been looking and have been trying to intentionally find the right people. And they have someone who has joined the team who seems to have slipped through the cracks. And it is a licensed technician who seems to have very much oversold themselves and their abilities.

Stephanie Goss:
And they were given an offer letter where they are paid at the very top of the field because they are licensed and theoretically have all of the skills that they said that they had. And so my manager friend was like, “Hey, we're in at will state and so I could just cut and run, but I feel a responsibility because I think we missed some tricks in terms of our interviewing process here and so what can we do to help this person reach their pay grade versus cut and run?” And I thought this is a really great question. And the reason that I loved it was because I felt like it was a really positive approach. I think a lot of people would look at it and say, “You cut and run. That's what you do.”

Dr. Andy Roark:
That's not necessarily wrong. It's not necessarily wrong. And it's going to be up front and say, it's not wrong. I like where this person's head is. I don't think that they're wrong for having that thought.

Stephanie Goss:
Yeah, no. And so I thought this will be a fun one for you and I to debate and talk through.

Dr. Andy Roark:
Yeah. I like it a lot. There's two issues here. There's the issue, the obvious issue and there's the issue they asked us about. And the obvious issue is, how do we get here and how do we not get here next time? And then the question they asked us about is, given that we're here, What do we do about it? And I think they're both great questions. I don't want to get sucked into the first question because that's not what we were asked, but I think we should touch on it. Do you want to do a speed round, real fast of what do we do to make sure we don't end up in a position where we just paid top dollar for someone who's not skill wise, how they represented themselves to be?

Dr. Andy Roark:
That could be technician. That could be CSR. That can be doctor who has got three years of experience and acted like they were a hundred percent, they were wildly experienced and comfortable and competent and then you get them in the clinic and they really are not so comfortable and or competent. And you go, Ooh! So anyway, I'm not trying to make this about technicians, but this is anybody who maybe represents themselves in the best possible light during the interview process.

Stephanie Goss:
Yeah. So I think it's funny because this colleague asked this question in a group that we're in and immediately a lot of the responses were very much like, this never should have happened. Like why didn't you have a system in place?

Dr. Andy Roark:
I hate those responses. Like the whole, I'm going to rent here for a second. I hate social media in this way. I hate it so much when people go in and they're vulnerable and they're like, “Hey, this is what happens and I'm trying to figure out where to go from here.” And people just push each other out of the way to go, “Oh, let me tell you where you screwed up six months ago.” And you're like, “That's not what I asked about? I said, I got it. I saw that it happened, you telling me that only an idiot would hire this way, is not helpful and not productive.” And it's like, I'm sorry. I see that all the time. And I hate it so much. I have to have a say-

Stephanie Goss:
I understand.

Dr. Andy Roark:
… I hate it and I see it all the time. And so if you're feeling that way and you're like, “You know what? I would love to ask questions and not have people behave that way. I wish that social media was that way. I wish social media was that way too.” It's not. You know what? Is the Uncharted Online Community Im just throwing that out there, it's what you wish social media was, it actually is those people who jump in with the support and the advice and encouragement that you need. Sorry. I'm antisocial media today.

Stephanie Goss:
I know, I feel a hundred percent because I was reading this and I was like, “Gosh, why are we ganging up on this person for having-“

Dr. Andy Roark:
I know. It's awful.

Stephanie Goss:
… in this case, I don't even think was their control, it was a decision that was made by a doctor. But still, it doesn't matter, even if they had made it, it doesn't do any good to gang up on. This is like when we give feedback about stuff that happened six months ago, not helpful, not productive to anybody. This is where, but where are we going to start? Well, I think we're not wrong that we should talk about how do we prevent this from happening in the future, because this is not, this is the kind of thing that I see in here and you and I get asked about a lot and there are a lot of people out there who don't have systems in place.

Stephanie Goss:
And so I want to make sure that we do some due diligence and make sure that everybody is thinking about some things that we can do to avoid this in the future. So I think there should be a system in place for hiring and the hiring process. And that pipeline should help you prevent some of these challenges. So in this particular case, and particularly with any licensed or credentialed person, there are really three pieces of it that are important reference checks that I want to put a pin in that and come back to it because it's a little bit bigger. Verifications of credentials. So if you have somebody, whether they're a doctor or technician who say that they're a credentialed potential team member, it is free in every state for you to look up and see the status of their current license. And that is a step that a lot of people miss and don't bother to take the time, because I think some of us are doing background checks and assume that if that's not valid, it will come up as part of the background check.

Stephanie Goss:
And I will also tell you that's not always true with a lot of companies who do background checks, where you have to ask specifically. And particularly when you're talking about your technician staff, to have them look at that whereas with your doctors, generally, they're looking for the credentials, but for a lot of companies, you have to ask for it. And then a lot of us don't know what we don't know and we assume if we're asking for a background check on a Dr. Andy Roark, that they're going to check whether his doctor's license is valid in the state that I'm in, but that's not necessarily true. So having a system that is looking in particular for our credentialed team members, technicians, and doctors, looking at their current credentials and the state, and if there's been any pings or concerns with their credentials, and then the reference check piece is big. And that's like a bigger podcast because there's pros and cons to it. But reference checks are a thing for a reason. And that can help avoid challenges there.

Stephanie Goss:
But the big part for this here system wise, part of the interview process has to be, if you're looking at skilled team members. So whether they are licensed or not, it doesn't matter. If I'm interviewing a skilled CSR who has previous veterinary experience, or if I'm interviewing a licensed technician who's going to work with my team, I want the ability to assess their skills as an employer. And that can take a lot of forms that can look like pre-employment testing, like asking somebody, do they actually know the alphabet and giving them a test to figure out. If you have paper charts, can they file charts accordingly? Can they calculate drug doses?

Stephanie Goss:
Those things are super valid and can, and should be a part of your hiring process. But the other big piece is physically asking them to do the job. And this is where veterinary medicine gets itself into a lot of trouble because oftentimes we say, “Oh yeah, let's do a working interview and come and chat out and hang out for the day and I'm not going to pay you, but I want you to stay. Because, I want to see how you're going to do the job.” That is bad, bad, bad.

Dr. Andy Roark:
Bad. I agree.

Stephanie Goss:
And nothing gets me on my soapbox faster than when somebody says, “Oh, this is my process.” But, for two reasons-

Dr. Andy Roark:
You know what gets me on my soapbox faster than that, social media. Thought you know. I'm good. That's it, I didn't have to say.

Stephanie Goss:
But here's the thing you guys, we have to protect ourselves and we have to protect that person. So there are a lot of people now who like reference checks, will just say, “Don't bother doing them because you can't ask the questions anyways.” And that's not true. If you're going to do working interviews, there is a proper way to do it so that you and that person are covered. And it involves generally two very important and easy things. One, you have to compensate them. You have to compensate them for your time. I am not going to ask someone to come in and spend the whole day or half day with my team and not compensate them for my time. I wouldn't want to go to an interview and be asked to stay and work for free.

Dr. Andy Roark:
Yep. If you bring this person in and you compensate them for their time and then you don't hire them, that was the best money you ever spent.

Stephanie Goss:
Absolutely.

Dr. Andy Roark:
That is an outstanding investment, period, full stop. But if you do bring them in and hire them, it's-

Stephanie Goss:
Also good investment.

Dr. Andy Roark:
… it's a drop in the bucket and it's a good investment of starting off in a good foot. I mean, just that's it. I agree.

Stephanie Goss:
So you have to pay them. And then the second piece of it, which often is covered by paying them, if you do it correctly, is you have to protect them and yourself insurance wise. And so that's why I don't even call them working interviews anymore. What I say to people is, we would love to have you come and spend a day with us as a relief person, so that we can assess your skills and you'll be able to meet the rest of the team, they'll be able to interact with you, you'll be able to assess us, just don't ever forget that they're interviewing you too. And so you set them up and you pay them and I'm not going to get into the rules, but there are rules around how you pay them and what you do. But generally when you pay them to be there and you do it correctly, you are covering your own ass when it comes to insurance and liability.

Stephanie Goss:
And so I am a huge fan. Can't state it enough. You should have an interview process that helps you stay out of this situation that our manager friend finds themselves in. And when you do it generally involves having a working interview as part of your process so that you can do exactly that. You are continuing to interview them, you are assessing them for their fit with your team, you also have the opportunity to have them put their hands on your patients and get a feel for their actual skills.

Dr. Andy Roark:
Yep. Totally. That's it. That's the much I want to say about that. That's exactly, it's like, “All right, next time, we'll do these differently. But hey, we all make mistakes. We all learn the hard way.” Anyone who acts like they didn't learn this the hard way, was either just lucky or they lie. And that's it. So anyway, being [crosstalk 00:15:48].

Stephanie Goss:
I learnt this the hard way.

Dr. Andy Roark:
… mistake like this, is ridiculous. So anyway, that happens to the best if we all learn, that's just how we learn sometimes. So anyway, I just wanted to cover that. Perfect. Done. Let's pick it from where we are.

Stephanie Goss:
But also not the question. Yeah. The question that was asked is-

Dr. Andy Roark:
Not the question.

Stephanie Goss:
… okay, this has been done, so now what do I do to help this person come up in their skillset and reach their pay grade?

Dr. Andy Roark:
Okay. So what do we do to get them up there? The healthiest thing from a head space standpoint, and that's where we start, is head space. It's to focus on the present and the future and just to put the pass behind you. It doesn't matter how we got here. There's no reason to think what if, or I wish I had done this differently or I would do… You didn't. And here we are. And so be kind to yourself by forgiving yourself and accepting our position and just moving on and starting fresh here clear ride. So, I don't know. I'm sure I'm not the only person who has a bad habit of beating himself up about mistakes I made and things I should have done and didn't do. It is not helpful.

Dr. Andy Roark:
Hard truth is this person that we're dealing with probably possibly wasn't entirely truthful about their experience level or charitably, maybe didn't understand what we were asking or-

Stephanie Goss:
Somewhere in between.

Dr. Andy Roark:
… confused their knowledge with actually being able to do the thing, which isn't different. So, okay. That's kind of what we're looking at. Let's just be honest about where we are and what we're dealing with. Put a pin in that for the future and file it away. My mother's favorite saying what she got from Oprah, we quote the book of Oprah in our house. My mother's favorite saying from Oprah is, “When someone shows you what they are, believe them.”

Dr. Andy Roark:
And I go, “Yeah, okay. Let's remember that and just move on.” Starting now, what needs to happen to keep this salary and this job ranked? Full-stop. That is the question that we need to not talking to the person, sit down, involve the decision makers, like is the medical director on board with us? Who do we need to get on board? But say, I would like to keep this person where they are and we need to skill wise, get them where they need to be. What needs to happen to make that a reality? And then I think you start there.

Stephanie Goss:
Yeah. I think that's a great way to approach it. And I think that there are people who are listening, who are like, “But what do I do about the other technicians? And what do I do about the rest of the team who has no certification, but has the skills that this person doesn't possess in this moment.” I'm going to say this. None of that matters. Well, it does matter. But in this context, it doesn't. Though your point, Andy is, look, we have to start here and now doesn't matter what happened in the past. It doesn't matter how we got here, starting here and now, how do we make the change?

Stephanie Goss:
Now, the reason that I said that stuff doesn't matter is because this should be a conversation about this person in the context solely of themselves and their skills. Not comparing them to the other team members, not pitting them against each other. But this is looking at this person and saying, okay, here's the skills, here's you, let's identify the gaps and figure out how we're going to fix them. Not, “Well, the rest of the team can do this and you can't. So this is something we need to fix.” That sets them up for failure on both sides. It sets the team up for failure and it sets that person up for failure straight out of the gate.

Dr. Andy Roark:
I think it's our job as leaders to try to achieve balance. And so, yeah, I think you have to at least look over at the compensation side and say, what do we need so that people feel okay? And I don't mean what do the other support staff need to feel? I don't think that, the best thing is they should not know anything about this, other than this person is credentialed and they were brought into this level and they should not know what their compensation is. Ideally, that's the case. The truth is if they're looking at this person and he's a level 3 technician, and he can't do what the other level 1's and 2's can do, that's a problem. And they're going to see it and they're going to, it may not have anything to do with money, but they're going to say, “Why is this person level 3, when they cannot do the things that the rest of us can do?” That is a problem that we need to at least file it away and know that it's real.

Stephanie Goss:
Yes. I don't disagree there, which feels contradictory to saying that it doesn't matter. But I do. I think that in the moment when you're having the conversation with your new technician, what other people can do or can't do, and the comparisons don't matter, but when you step back and you zoom out for a second, it a hundred percent matters. The team is watching. Equity is important. And to your point, I actually would advocate that I would want the team to know what they're all getting paid because I would want there to be equity in a pay scale. And I would want someone to know if we just hired a level 3 technician that this is where that pay scale starts.

Stephanie Goss:
And so they can see, not assume, not ask for information behind closed doors or have the whispered conversations, which is how it happens in a lot of clinics, but I would actually want them to have that transparency because I do think that the equity matters and what I would say to this manager is I think they are doing a good thing because they are setting the bar and they are acknowledging for their team that, “Hey, things happen, mistakes happen. And I'm not going to go into details. I'm not going to elaborate to the team because my role as an HR professional is not to do that, it's to it's to keep it quiet and to manage it.” But I also can still say to them, “I recognize that there are discrepancies and here's what we're doing to address that.” And I think that's what matters when it comes to the team, if there are concerns and if those kind of things are being voiced, I think it's important to address. We're human and mistakes get made and here's what I'm doing to fix it.

Dr. Andy Roark:
Yeah. And I am also going to circle back to what we said at the beginning and I have to put on my pragmatist hat here. And I would say also as part of head space, I think you, as the decision maker, you need to get comfortable with the idea that this might all fall apart and burn. And it just might, and I think you can accept that and be graceful about it. And the truth is not take too much responsibility on yourself to say this person misrepresented their skills and their expertise and we did not catch it in the interview process and did not take steps to verify. And so when they came in, they were paid at a high pay level. They were not able to do the skills. Their skillset did not match up with their job status or rating and the other team saw that and ultimately it all fell apart and did not work out.

Dr. Andy Roark:
I think that the healthiest thing is to go ahead and accept, this might not work out. This person might not be capable of getting where you need them to be. The rest of the team might rebel and hopefully they won't. But if this becomes every day, one of the team members comes in and says, “Your level 3 technician messed this up again and they're not able to do that and it's causing tension in the practice and every day I have to be an apologist for this person.” Or I have to work it out. Ultimately I'm going to pick my poison and I have a couple of options.

Dr. Andy Roark:
I can continue to stick to my guns and I'll do that until it becomes unfeasible or unpleasant, significantly unpleasant for me to do that, I can adjust the person's level and say, “Hey, look, I need to drop you down to a level 2 instead of a level 3. And with a plan that we mutually create to get you back up to level 3, but you're going to need to drop down to level 2. And that's just what's going to need to happen in order to have other people feeling okay about working with you.”

Dr. Andy Roark:
Or it's going to be, “Hey, this isn't working and we're going to need to part ways.” And so I think those are the three outcomes. And I don't think that you have to decide on the first day, which of those three things you do. I think you can a hundred percent start off with rosy glasses on and say, “you know what, let's fix this, let's come up with a plan to get you up where you need to be, we're going to work hard on this. Let's see how it goes.”

Dr. Andy Roark:
And maybe it'll work really great. Maybe the person will respond. Maybe their confidence will blossom and they'll grow quickly. And I've seen, that it can happen. Maybe they'll crash and burn and this whole thing will go south and the misunderstanding during the hiring process is just a preview of misunderstandings that we can expect to have with this person going forward and the whole thing is gonna fall apart. I don't know. But I think the healthy head space is to Say, “Yeah, I have some concerns that this is not going to work out in the long term. Going to give it my best. But I am not going to stake my happiness on this particular thing working out.”

Stephanie Goss:
Yeah. And I think that really, for me, from a manager perspective, I think the potential for it to go sideways comes from the perception of the team in two ways. One, what you're doing in the moment, right now. Like if it's very obvious and in this case, it was very obvious that this technician oversold their abilities, it's going to be obvious to the rest of the team. And so it's what you're doing in the moment and also the timeliness in which you address this. And so I think that it's really important to sit down for yourself and think, “Okay, what is a realistic timeframe and ask.”

Stephanie Goss:
Because I will tell you too many times I have seen friends and colleagues go, “I've got to deal with this situation.” And six weeks later, eight weeks later, 12 weeks later, this person is still employed, still in the same position that they were in the beginning, because we haven't put a timely plan in place and we haven't acted on it and now we're three months in, and this person still doesn't have any more skills than they had on day one and now the rest of the team is pissed. And so I think for me, when I zoom out and think about this issue, that other than the pay challenge potentially blowing up in your face and I have some thoughts on how to look at that, I think the other piece of it is the timeliness.

Stephanie Goss:
And so for me, that is, “Hey, look, if you have somebody, if you actually have skill levels and expectations for skills in your practice, and you should, even if it's to minimally to say, licensed technicians in our state should be able to and are capable of doing X, Y, and Z. When we license technicians, there are things that we say they can do. And if you're using that as your baseline and this person isn't meeting up to the baseline, the question for you is how much time are you going to put on that? And I would caution, I would really caution any of my manager friends and would caution myself to say, this is something that I probably should have a plan to fix in 30 days or less, because the reality is if I can't fix this than 30 days or less, there's a bigger conversation that needs to be had here.

Stephanie Goss:
And that goes to your point, Andy, about sitting down with the person and saying, “Hey, this is what our level 2 or level 3 techs should be able to do. And you're at skill level 1, that is a big gap. And there's no way that we can bridge that gap in 30 days.” And so here's what a realistic plan might look like. The reality is, I think it's really important to zoom out and do that time assessment because it will not take the team long to get real mad, real fast if they don't feel like things are equitable amongst their peers. And so I think you need to look at the time piece of it. And so for me, the way that I would approach… We've gone out of head space because I think the head space is, we have to focus on the present and the future.

Stephanie Goss:
That's where we started. Focus on the here and now we can't do anything about what has already happened. We have to acknowledge for ourselves that they may have not been honest and or maybe they didn't understand or a combination of those things. So we're in a safe head space. We're assuming good intent. And we're going to have a conversation with them. And we're going to say, “Hey, this is what happened. We hired you, we had an expectation for a technician coming into our practice with a license to have X, Y, and Z set of skills. You told us that your skills were here.” Whether they told you verbally, they put it in writing in their resume. Like there's a whole bunch of ways that this could have gone sideways, but be very clear about how they indicated to you what their skillset was and where you are.

Stephanie Goss:
And then it's okay to say that based on your observations or interactions with them so far, you see a gap between those two things. And then I would ask them for their help. And I would say, “I need your help to figure out how we're going to approach this, because there are a variety of options here and it needs to be addressed.” There's no getting around to the fact that you have to address this both with them and the team. And so by asking for their help and asking them, it doesn't feel so close ended. It feels like they're a part of the solution. And then the conversation can be, are they skills deficient in a few areas where you might be able to get them from where they are now to where they need to be in a short period of time. Maybe.

Stephanie Goss:
And then, “Okay, here's the plan. Here's what we're going to do. We're going to pair you with our most experienced technician. We're going to get you into, whatever the deficiency area is, you can come up with a game plan for that. If you have a very vast canyon, which it sounds like this person does, between the skills and the expectation,” then I would say, “Looking at this list, this is more than we want to support you and we want to help facilitate this training. This is more than we can accomplish in a 30, 60, 90 day period.” Whatever that time period is, here's what I need to do.

Stephanie Goss:
I need to address the pay. I need to address your skill level. There has to be a plan because that is where I think it will go sideways very quickly with the team. Is if they feel like it's not being addressed in a timely manner and when there is discrepancy with the pay and it is okay to say to someone, “Hey, we brought you in with this expectation, the skill, the pay is tied to that expectation of skill level and we have a gap. And so until we bridge that gap, I can't pay you $50 an hour or $25 an hour or whatever top end of pay scale looks like for you. I can't pay you that. Because that is not where you are skill wise. And so here's what I can do to bridge that gap.” And offer them a plan.

Stephanie Goss:
So timely, you have to address the money. And then I think the last thing is you have to live up to your end of the bargain and you have to hold them accountable. And if you don't do one of those two things, it's going to fall apart. And so I think asking them to be a part of the solution, they may say no. And they may say, “Well, I don't want, I feel confident and if you don't believe me, fine. I'm going to leave.” They may say, “Well, I feel like I'm at this level.” And they may engage and argue like where you go next could look a million different ways, which it makes it kind of hard to tie this conversation up with a nice, pretty bow, because the response from that person is so variable.

Stephanie Goss:
But I think if you, as the manager say, “I'm acknowledging what has happened. Here's where we are today. Here's where I would like us to move in such short timeframe here, future, this is what I need from you to attack this plan. Can we do this together?” I think you're going to come out of that conversation with a lot more clarity and a lot more solutions. And at the end of the day, lucky for our colleague, they're in and at will state. And if it's not going to work out, it gives you the ability to cut and run to move on.

Stephanie Goss:
But I think there definitely are ways to approach it, but for me it would involve looking at the skills and being clear about this is the gap and specific, because that doesn't make it subjective. It doesn't make it, “Well, Sarah's been here for 10 years and she thinks you can't place catheters as well as she can. So she should be making more money than you.” That's the kind of thing that the team might be feeling those things, but that's super subjective and we need to move this conversation into the objective. Here's the skills, here's the gap, here's the pay that's tied to that. How do we move forward from this moment in time?

Dr. Andy Roark:
Yeah, No, I agree.

Stephanie Goss:
Hey everybody, this is Stephanie. And I'm going to jump in here for one quick second and make sure that you know about a few things that are coming up, that I'm pretty sure you're not going to want to miss. But before I do that, I have to say thanks to a generous gift from our friends at Banfield Pet Hospital, we are now able to provide transcripts for all of our podcast episodes. And we have to just say, thank you, thank you, thank you so much. Andy and I have wanted to make the podcast more accessible and when we were pondering the idea of how do we make transcripts a thing, our friends at Bandfield stepped up in a big way and said, “Hey, we are striving to increase accessibility and inclusivity across the profession. This fits with that mission for us. And we would love to sponsor it.”

Stephanie Goss:
So the 2022 podcast episodes are all now being transcribed and brought to you by our friends at Banfield Pet Hospital. To check out the transcript and find out more about what Banfield is doing to increase accessibility and inclusivity across the vet profession, head over to unchartedvet.com/blog and you could find each one of the podcast episodes and a link to find out more about equity, inclusion, and diversity at Bandfield. And now I'm going to jump over and make sure that you know about some things that are coming up that I don't think that you're going to want to miss. You might not be the person who's in charge of marketing for your practice, if not write this down and pass it along. Because we are being joined by none other than the Bill Schroeder from InTouch Practice Communications.

Stephanie Goss:
Bill is amazing. He is wonderful, he is funny, he is kind and down to earth and he loves nothing more than working with veterinary practices and cheering them on about digital marketing. And Bill is joining us on Wednesday, June 8: Creating Content That Clients Crave from 7:00 PM to 9:00 PM ET, which is 4:00 PM to 6:00 PM PT. And he is talking about creating content that clients crave. He is going to teach us how to explore contents that are the most valuable and that have a huge impact and talk about proven methods for great content development. Bill did this workshop for us live, in-person previously and I said, “Hey, bill, I would love for you to bring this to the Uncharted Community, but also to veterinary medicine and beyond.” And he is doing just that on Wednesday, June 8th, if you would like to find out about this and all of the upcoming events from Uncharted, head on over to the website @unchartedvet.com/events and you'll be able to find all of the things that are coming, that you are not going to want to miss. Now back to the podcast.

Dr. Andy Roark:
This is a really advanced leadership challenge. And here's why, because there's so much uncertainty around it. And I think a lot of people, it's hard for you and me to coach in this right now, because the long term is so unclear and this could go so many different ways. And so I think that it's oftentimes kind of frustrating for the people who hear this direction, but just try to bear with me here for a second. I agree with everything that Stephanie said, and you guys have heard us talk back and forth about this, and you've heard me say, “I don't know if it's going to work.” And I don't know if it's going to work. And I can tell you if the other person doesn't want it to work, it's not going to work. And I can also tell you, I don't have any control over whether or not that person wants it to work.

Dr. Andy Roark:
And so people say, “Well, how's this going to end?” Then I go, “How?” And, “What are we going to do in a month?” I have no idea which you're going to do in the month. The frustrating thing is, you're going to go talk to this person and you're going to have your head straight and you're going to need to be nice, kind, I would like this relationship to be great, but you're going to need to be honest about what you need and where you are and unemotionally honest, meaning if they do what Stephanie mentioned, which is flip out and go, “How dare you. I could get this salary from 10 other practices in the area.” They might say that. And here's the other thing, they might be right. That does not change what your pay structure is, what you need in order to be fair to your team or what you need in order to balance the needs of all of your support staff and your clients and everything else, those things don't change.

Dr. Andy Roark:
And so you are going to have to go talk to this person and explain your position and what you need and where you are. And then you're going to have to listen and see what they say. And they might get mad and they might say, “Okay, I hear you.” I don't know what they're going to say, but when they say it, you're going to need to roll out a plan and say, “Let's talk about how we're going to get you where we need to be.” And I think you should make that plan, but know that they might not want to do your plan. And you need to think about what that means. But the other thing is, I would say, I wouldn't overthink it until they tell me, “F your plan.”

Dr. Andy Roark:
And when they say F your plan, then I'm going to say, “Okay, that's an interesting position.” I hear that. I'm going to need to sit with this response a little bit and come back to you. But you don't have to have all the answers and you don't have to know what you're going to do next, because there's no telling what they're going to say. So you have to know what your needs are. You need to talk to them about where your head's at, ask them how they're feeling, what they want to do, how you guys are going to move forward. And then you're going to have to step away and process. And ultimately, hopefully, they'll take your training plan to get where they need to go. And then you're going to try it. And it might work and yet might not work. My experience tells me, it'll be somewhere in between those two extremes, meaning it'll kind of work. I bet.

Dr. Andy Roark:
I bet they'll get better and they'll get closer to where you need. And then you'll need to reassess and be like, is this good enough? Are we moving fast enough? Are we going to reduce their compensation a little bit? Because they did make strides, but they didn't get where we needed. How are they going to respond to that? I have no idea. I don't believe there's more clarity than that. I think you are going to have to go through the process of trying this and seeing how the person responds and what they want to do. I don't think that there's a long term strategy other than what we said of be honest, tell them what you need, come up with a plan to get them where you need them to be, come up with metrics and checkpoints to assure that they actually are getting there, monitor the response of your team.

Dr. Andy Roark:
The only other action step that I would take honestly, is I would try to recruit some mentors, champions, allies from my team, meaning, can I do this training? And oftentimes if I can pull good technicians in and say, “Hey, this person's coming in, they're new, they're credentialed, I am working with them to get their skills up technically where we want them to be.” And I'd figure out how to say it based on what the response was from the individual. But I would like to recruit one or two of my techs to help mentor this person and bring them up.

Dr. Andy Roark:
That does a couple things. Number one, it can help get this person trained the way that they want to. And number two, it can take two of my strongest techs and get them off my back. You know what I mean? As far as this person's not where they are, it gives them some skin in the game and gets them involved in fixing the problem and also gets them to know this person a bit more, which might get them to give him or her a little bit more grace. And so I would kind of try to recruit some of those people into the process of training. Beyond that, I think you're just going to have to see how it goes and how they respond.

Stephanie Goss:
Yeah. I think something that you say a lot on the podcast and in general is really important here and kind of ties it all up, which is, clear is kind. And I think this is the case where you don't know how they're going to react, and if they blow a gasket, it's okay to say, “I understand that you feel like this doesn't work for you. I think that tells us everything that we need to know about the fact that this should be the time where we part ways. Because it's not going to work for you. And if you can't be agreeable to this, it's not going to work for us either. So we wish you the best of luck.” It makes it easy to have that conversation moving forward, being clear is kind. It's okay to say “There's some gaps here. There's some incongruency with what you told me.”

Stephanie Goss:
It's not about accusing them of lying. It's not about making them wrong or putting them on the defensive. It's about just saying, “Hey, here's what we need and how are we going to get there together?” And then wait and see what happens and what their response is. And when I say, wait and see, don't wait six months, don't wait 12 months. There has to be a plan. Or I promise you from my own painful, personal experience, your team will mutiny. Things will not turn out well for you.

Dr. Andy Roark:
And that's why I said, we have to get okay with the idea, this is not going to work. Because the worst case scenario is very real here. And the worst case scenario for our manager friend is our manager friend and the leadership feels resentful. Because they feel misled and duped into hiring and that they're paying too much. And the person who is hired feels resentful because they feel like they're not being honored for their accomplishments, for their education, that they're not being paid what they deserve or that they are being paid what they're deserved and everybody's treating them like crap for it and so they're resentful. And the rest of the team is resentful because they think this person's been giving status that they do not deserve based on their actual ability to do the work and they're getting paid more than the rest of the staff and they're not delivering the results that the rest of the staff does.

Dr. Andy Roark:
And so then you've got you feeling resentful, the higher feeling resentful and your team feeling resentful. That is the worst outcome. It is not worth that. And so when I say do what is kind, I mean do what is kind to the new hire, to yourself and to your staff. To me, that's, “Let's have a clear conversation and get this out in the open and then let's talk about what we're going to do. And if you are not willing to do that, I'm afraid that you run a very high risk of ending up with the resentment that we talked about.” The other thing is when we say what is kind, having this person come in and not communicating to them how you're feeling or what they need to do to keep their job and just sitting there behind the scenes going, “This is an at-will state and we can fire her. If it doesn't work, we're just going to fire her.”

Dr. Andy Roark:
I'm like, that's not a kind thing to do to somebody. If her job's on the line, tell her, her job's on the line. Say it nicely, say it with empathy, but be honest with her about where she stands and then she'll either leave or she'll, get on board with doing what she needs to do to stay. But I'm just not a fan of not communicating to people where they're at and then just pulling the rug out from under. That doesn't feel bright to me.

Stephanie Goss:
Yeah. No, I agree.

Dr. Andy Roark:
Awesome.

Stephanie Goss:
Oh man. Well, this was one of those ones that I think, I hope that was helpful. It's one of those things where you can't really tie a bow on it and make it pretty because there is a million different ways that this could go. The reason that I wanted to have this conversation is because looking back like this is one of those conversations that I wish someone had had with me as a new manager of like, “You're going to get in these situations and you're going to have to figure out how to tackle it. And if you haven't faced something like this yet, you're lucky because you will.”

Stephanie Goss:
And I wish that someone had said, “It's okay to be human.” And say, “There's some gaps.” You think either you need to take responsibility forward. And to your point earlier in the episode, you take all the responsibility, which is not right either, because this other person involved had responsibility to share honestly, and openly and maybe they didn't understand, we're not going to question the intent there, but we are going to say, “This is where we're at and there's gap here. How do we fix this?”

Dr. Andy Roark:
Yeah. Well, look, that's why I say there's social media crowd, that's like, “You should have done this.” It's like, “Morons. I didn't need that.” Anyway and I say that because here's the God's honest truth, so hear this, okay. Running a bad business is making the same damn mistake over and over again. And running a great business is making a different damnedest mistake every day. That's it. That's the truth. And so the idea that you're supposed to get it all right and you don't make mistakes and people need to get kicked from making a mistake. That's just so dumb. And that just shows me that those people do not know what they're really talking about. When I see people doing that, I'm like, “You don't, if you were actually good at this, you would know that crapping on people like that is stupid.”

Dr. Andy Roark:
Because it's going to happen to you. And the only thing is your bet, it's not going to end up on social media. And so anyway, that's it. But I hope people take that and really hear that. Because man, it took me a long time to realize that. And I'll just be honest and transparent right now was guys, I made mistakes today. Today I made mistakes. And it was things that I'll just tell you, I'm making a video for somebody. And I was like, “Okay, who is the guest that we're having on here? And how do you pronounce their name?” And I'm like, “I don't know how to say this person's name. And I'm supposed to record a video where it's going to be clear that I don't know how to say their name if we don't fix this.”

Dr. Andy Roark:
And you would think after 10 years of making videos and five years of doing podcasts, that I would've gotten it down by now where we get a pronunciation of people's names, if I don't know them. And we just today, we were like, “You know what? We should figure out how to fix this so it doesn't happen again.” And that literally happened 10 minutes before we got on this podcast. And do I feel terrible about it? Do I feel stupid? The answer is no, because I've been doing it for 10 years and we do just fine, making mistakes, not getting upset about them and then just fixing them so they don't happen again. And so guys, I want to leave you with that thought, two thoughts. Number one, success in your career is continuing to make mistakes. And if you never make mistakes, you are not doing enough and you are not trying new things. It is make mistakes and make them once, that is success. That's the first thing I want to say. And the second thing is, shut up social media. Shut it.

Stephanie Goss:
Oh, and we're off this soapbox.

Dr. Andy Roark:
And we're done. That's it. If you'll excuse me, I have to go check my Facebook account. No, I don't.

Stephanie Goss:
Have a fantastic week everyone.

Dr. Andy Roark:
Take care everybody, don't post anything on social media. We'll start a movement here. We're going to put Facebook out of business by encouraging people in our audience tonight. All right. Okay. I'm done. I'm good. See you everybody.

Stephanie Goss:
Bye. Gang, that's wrap on another episode of the podcast and as always, this was so fun to dive into the mailbag and answer this question. And I would really love to see more things like this come through the mailbag. If there is something that you would love to have us talk about on the podcast or a question that you are hoping that we might be able to help with, feel free to reach out and send us a message. You can always find a mailbag at the website. The address is unchartedvet.com/mailbag. Or you can email us podcast@unchartedvet.com Take care everybody, and have a great week. We'll see you again next time.

Written by Andy Roark · Categorized: Blog, Podcast

May 20 2020

Episode 72: Does Your Practice Externship Suck?

This week on the Uncharted Veterinary Podcast, Dr. Andy Roark and practice management goddess Stephanie Goss tackle a question from the mailbag. What makes a good externship? How do you find one? How do you create one? What do you do if you're in a crummy one?? Let's get into it!

Uncharted Veterinary Podcast · UVP 072: Does Your Practice Externship Suck?

Uncharted listeners get a free month of PetDesk, plus telemedicine tools Two-Way Messaging and Video Chat included free for 3 months!  Learn more at petdesk.com/uncharted.

REGISTRATION FOR UVC ONLINE CONFERENCE IS OPEN!! Head over to www.unchartedvet.com and click CONFERENCES

Written by Andy Roark · Categorized: Blog, Podcast

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