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Dustin Bays

May 25 2022

When The Hot-Head Is The One In Charge

Uncharted Veterinary Podcast Episode 179 Cover Image - hot-headed boss

This Week on the Uncharted Podcast…

Have you ever worked in a practice where there is a hot-headed boss? Someone who is reactive? Someone who flies off the handle or is extremely emotional in their reactions to things that don't seem to warrant that level of reaction? A lot of us have worked with someone like that. The question this week on the podcast is what do we do when the hot-head is in charge? Join Dr. Andy Roark and Stephanie Goss as they tackle a fantastic question from the mailbag about what to do when the manager of the practice is the hot-head and their fellow leader in the practice isn't their direct boss who can hold them accountable for their behaviors. Let's get into this…

Uncharted Veterinary Podcast · UVP – 179 – When The Hot – Head Is The One In Charge
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You can also listen to the episode on Apple Podcasts, Spotify, Google Podcasts, or wherever you get your podcasts.

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

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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. Have you ever worked in a practice where there's a hothead in the building? I think a lot of us can raise our hands and say, yes, to that one. This episode is a little bit different, because we are talking about a very important question that came into us through the mailbag, and that is, what do we do when the hothead is the one in charge?

Stephanie Goss:
This was a question about a medical director wondering what to do when they have a practice manager who is the one who is the hothead. They are reactive. They come from a place of emotion rather than logics, when people question them or their judgment, or they perceive that someone is questioning them. And this medical director is wondering, what in the heck do I do with this? How do I get the team to understand that this is not acceptable behavior? How do I change the behavior, especially when I'm not actually this person's boss? This one's going to be a fun one, so let's get into this.

Meg:
And now the Uncharted Podcast.

Andy Roark:
And we are back, it's as me, Dr. Andy Roark, and Stephanie, feeling hot, hot, hot, Goss.

Stephanie Goss:
How's it going, Andy?

Andy Roark:
It's frustrating. I'm having that day where I have worked all day, and I have finished nothing. Nothing has been finished. Everything has ended with me running into a roadblock that requires waiting for someone else, or needing to make an edit after I show it to someone or… Yeah, just having to go back to the drawing board or us running out of the thing that we need. Like, I'm like, “This is finished.” They're like, “No, we're out of printer ink. It's not finished, because I can't print it, until the ink is here.” I have busted my hump today. And if someone's like, “What did you finish?” The answer is-

Stephanie Goss:
Nothing.

Andy Roark:
Absolutely nothing.

Stephanie Goss:
I hate days like that.

Andy Roark:
I took my child all the way to school. If that matches the rest of my day, Hannah would be like in the neighborhood somewhere, halfway there.

Stephanie Goss:
Or I was going to say, you got all the way home, and then they called and said, “Hey, she doesn't have her lunch or her permission slip,” or something, right?

Andy Roark:
That's right. Like, “Darn, I have to go take her lunch to school.” That's exactly where we're at. That would have been 100% par for the course today. I'm super loving the work I'm doing, but I just wish it would end.

Stephanie Goss:
Oh, man, I'm sorry. Well, those days are frustrating, because on one hand you feel really productive, because you're just chugging through and you're getting shit done. And on the other hand-

Andy Roark:
I'm super impressed, with the things that I've done.

Stephanie Goss:
… you don't feel like you've done anything.

Andy Roark:
Yeah. Oh, yeah. The work that I have done today is good work. I've worked hard. And if someone said, “Show me what you did today.” I could lay down a lot of things, and they would be like, “Oh man, you put some thought into this, and you some research here. And this is going to, very soon, be something that you're proud of.” I'm like, “Yep. It's just-

Stephanie Goss:
Not today.

Andy Roark:
… not finished.” Exactly. Right, not today. Not today.

Stephanie Goss:
Oh, man.

Andy Roark:
Oh, man. So that;s me, how about you? How were things with… You woke up with a migraine.

Stephanie Goss:
It's one of those days. This has been the longest, coldest, wettest spring we have had in the eight years that I have lived here. It is still pouring down rain, every day. But we have started having mornings where we wake up and it teases us like it's going to be sunny, and it's bright and there's blue sky, and then it starts pouring. And so I just think that like the shift in the weather and the pollen… The plants are so confused, because they're getting some sunshine, and then it starts pouring again, and there's pollen everywhere. And I woke up this morning and just was like, “Okay, my head feels like it's going to explode.” But other than that things are good. There's lots happening. We are busy, busy, busy, and [inaudible 00:04:03] it's good. It's good. Things are good.

Andy Roark:
Yeah. No, I agree. We are working so hard behind the scenes. People have no idea. We're in stealth mode, banging away, got on a bunch of stuff, let me tell you.

Stephanie Goss:
We've got some stuff coming up in the next couple of weeks that's going to come out and launch or open up. And I am really excited about a lot of the things that are coming.

Andy Roark:
No, me too. All right. We have a good question today. This is one that a lot of people I think have, and this is going to let you and me really geek out on some stuff that we love to talk about. This is a strong suit for the two of us. Yeah, let's get into working with hotheads.

Stephanie Goss:
Yep. So we got a letter in the mailbag from a friend and colleague of ours. And it was so funny, because their first sentence was, how do I calm down the practice hothead? And then the second sentence was, and how do I do that when the hothead is the one in charge? And I started laughing. I was like, oh fantastic. And then they went on to fill us in on the longer version. So this is a practice who has a practice manager, who is the one who is very reactive. And this perception is coming from the team.

Stephanie Goss:
In particular, they are really reactive when they get feedback from anybody on the team. And so they are asking for feedback from the team, and the team feels like when it is being given or when questions are being asked about things that this manager is doing, the manager is reacting from a very emotional place, not from a place of logic at all. So a example that they gave us was, hey, one of the doctors on the team had a question. The manager said they were going to look into it. In the meantime, this doctor emailed some other people to ask to see if anybody knew the answer, and included the manager in the email. And the manager went back to the associate vet and was like, “If you've got something to say to me, say it to my face, don't email my boss.” Very angry that they had emailed anybody else.

Stephanie Goss:
And so the person who wrote this to us is a medical director, so they're working directly with this manager, but they are in the position where they are not actually their boss, which is pretty common in a corporate structure. If you're not the practice owner and you're a medical director, often, the practice manager is being day-to-day managed by someone else. And so this medical director is like, “Look, I've talked to this person about these things. The team is talking to them about it. But at the end of the day, I'm not their direct boss. So I can't hold them accountable in a formal capacity. But I am talking to the team, and I am trying to set the example for the team that some of the things that are being said and done are inappropriate, and the behavior needs to be changed.” And so they were asking, “What else can I do here? I feel like my hands are kind of tied.”

Andy Roark:
Yeah, no, I like this question a lot. And the manager part adds a nice little layer of complexity. It's like an art project, it's got a nice little flare to it. We're not just buildings stick house. No, no, we're-

Stephanie Goss:
We're going to sprinkle some glitter on this one.

Andy Roark:
Exactly. We're make a cupola on top. And that makes me excited about the project. I have been spending too much time with you.

Stephanie Goss:
Or with your D&D nerd friends.

Andy Roark:
Oh, yeah, or with my nerd friends.

Stephanie Goss:
I love it.

Andy Roark:
Don't out my nerd hobbies.

Stephanie Goss:
I love it.

Andy Roark:
Yeah, I'm definitely doing more crafting.

Stephanie Goss:
That's a fairy tale word. I love it.

Andy Roark:
Yeah. Okay. Yeah. That's true. All right.

Stephanie Goss:
Andy says, “We're moving on now.”

Andy Roark:
We're going to move on now. Past my various hobbies and onto the question at hand, which is-

Stephanie Goss:
Where do we start?

Andy Roark:
… where the heck do we start? Where do we always start, Stephanie?

Stephanie Goss:
We always start with head space.

Andy Roark:
We always start with head space. All right, so usually when we talk to head space, we start talking about getting in the head space to talk to this person. I think we should get in the head space in this case of what do we think about this person? Before we even start to think about how we're going to talk, the first thing we got to do is figure out what are we going to say to them?

Andy Roark:
Why does this happen? Why do we have people who respond emotionally to feedback? Because that's what we're talking about, right?

Stephanie Goss:
Mm-hmm.

Andy Roark:
Okay. So it comes from a couple of reasons. Number one, some of us are massive perfectionists.

Stephanie Goss:
Yes.

Andy Roark:
And we don't like the idea that someone else thinks we didn't do it right. And that is a huge thing. So is it a perfectionist, and this person doesn't like to be wrong? And I know a lot of people who are like that. The idea that they did something “incorrectly,” they don't like that-

Stephanie Goss:
Yes.

Andy Roark:
… being pointed out. The other part of this and this especially comes, I see it a lot, whenever I hear, “If you have something to say, say it to my face,” and I have heard that a number of times in my career related to emails that went up the chain.

Stephanie Goss:
Sure.

Andy Roark:
Right?

Stephanie Goss:
Yeah.

Andy Roark:
That's insecurity.

Stephanie Goss:
Sure.

Andy Roark:
That is not perfectionism, and usually in my mind, and the things can go together. But oftentimes that's insecurity, which is basically, “I'm unsecure about my position here in the practice or my authority or my status, and when you talk about me or something I'm related to, I feel like my status is being challenged. And that pushes some emotional buttons for me.”

Andy Roark:
And the last thing is nobody teaches us how to take feedback. I mean, we just don't talk about it. I think about it with my own kids. And I'm like, “Have I told my kids or talked to my kids about how to take feedback?” I hope I've modeled it for them. Because I think that's the only way to really teach it is to take feedback from other people and people see you do it. And they say, “Okay, well, I see this person who I respect and that's how they receive feedback.” So those are my big three things, perfectionism, insecurity, and a lack of modeling or training in how to take feedback. I think those are some of the big reasons that we sort of start to see these behaviors.

Stephanie Goss:
Yeah. I think this is a case for me of needing to look at the other person and say, “Okay, their response, whatever that is, seems incongruent with the reaction that I would have that I personally would have, or that I would expect someone to have if they were given this kind of feedback.” And so for me, that is a situation where then I try and ask myself what else could be happening here. Or look at it from the perspective of, I clearly don't have all the information. Because, to your point, there could be multiple reasons why this is happening.

Stephanie Goss:
Maybe this is a trigger for them because they were in a situation previously where something did go wrong. And this isn't that case, but in their heads, the story their subconscious tells them is this situation is the same. And so you have that fight or flight kind of reaction. So for me, it's really about, okay, if this reaction feels wildly disproportionate to how I might react or how I would expect somebody to react, the first question that I want to ask is, what's going on inside their head?

Stephanie Goss:
And I think this is the danger zone, because a lot of times we hypothesize what could be going on, and then we pick something out of that list and make up a story in our own head about why they're reacting. And too often we don't ask them, “Hey, what's going on?” Right> and we don't-

Andy Roark:
Yeah.

Stephanie Goss:
… go to them and ask them to translate what's happening in their brain. And so from a head space perspective, I think it's really important to think, and one of the questions that I have learned to ask myself is what could be going on? And I try and think of reasons why someone might react that way. The danger in that is when you ask yourself those kind of questions, you have to do something with that to try and actually get more information. Otherwise, you're just making up stories in your head and that's going to complicate things even further.

Andy Roark:
Yeah, I agree. I think that there's a split here. Is this a one-off instance or is this-

Stephanie Goss:
Sure.

Andy Roark:
… a pattern of behavior?

Stephanie Goss:
Yeah, absolutely.

Andy Roark:
So I completely agree, if this is a one-off out of character instance, this person gets mad and that doesn't usually happen, then I think the easy thing to do is to go to them and say, “Hey, that's not like you. What's going on? Or what happened?” And go with compassion and empathy and just a curiosity to understand. And so, yeah, I completely agree with that.

Andy Roark:
The second part of that is when this is a pattern of behavior, and this person consistently does not handle feedback well, at some point you say, hey, it's not a different reason every day. It's just whenever this person gets feedback they consistently don't don't handle it well.

Stephanie Goss:
Sure.

Andy Roark:
I think separating those two things of, is this a one-off? Is this a bad time for them? Is this out of character? Or is this a pattern of just not taking any sort of critical feedback well? I think separating those things is important. Really, the other things I'll put in my mind is, this person can grow out of this behavior. And I have a 100% seen people move past this specific behavior. I have worked with people who reacted strongly or emotionally to negative information and negative feedback. And they decided they didn't like that, and they came to realize that they were shooting themselves in the foot, or that they were their own worst enemy, or they made situations significantly worse. And that experience for them allowed them to decide they were going to do better.

Andy Roark:
And this is something that if the person wants to move past, I 100% believe you can move past it. I believe that we can be the masters of our emotions. If people are serious about changing this behavior, they can change it. I don't buy into the idea of, “That's just how I am. I can help it.” Yes, you can help it. But they have to want to help it, which means there is no feedback that I can give, if they don't see the problem. They have to want-

Stephanie Goss:
Yep.

Andy Roark:
… to change this behavior about themselves. And so to the point of the writer, at the very beginning, I would say to them, “You're right. You are not going to change this person, unless they want to change.” And here's the other thing, it doesn't matter if you are their boss, if they don't see a problem=.

Stephanie Goss:
True story.

Andy Roark:
… you're not going to change them. It doesn't matter. And so really I think if you internalize that, I think that that gives you a lot of options in how to approach it. And ultimately that's the path to success is, “I can't make this person do anything, but I can talk to them honestly about the repercussions of how they receive information and the effect that they're having when they react this way on other people.” I can say to them, “Honestly, this is career limiting,” and it is. “Your ability to move up or to do other things or to expand or to take on more responsibility or be in this role as the hospital grows-

Stephanie Goss:
Yes.

Andy Roark:
… all those things are limited by your inability to receive critical feedback without getting angry.”

Stephanie Goss:
Yes.

Andy Roark:
And the other thing that I tend to say to the people that I think is helpful, is, and this is true to some degree, “It's not necessarily about the way you respond. It's about the way that your response affects other people, and how they interpret your response.” And so, for whatever reason, I think that's a much more palatable thing than, “You are hurting everyone's feelings.”

Andy Roark:
To say, “Your reaction is being highly scrutinized. And people are really taking it very, very seriously, and are making assumptions that you don't like them or that you are angry and will continue to be angry at them. And it is undermining your relationship with them and their productivity, because they're out for the rest of the day, mentally checked out.” I think that those are helpful ways to approach the conversation that we have and just kind of try to lower the stakes for the individual.

Stephanie Goss:
I think that's a smart distinction. And I think, for me, I agree with you, I think people can grow in this regard, and where I have seen the most growth in my own team and my own experiences have been situations where something has been said to the person that finally unlocked for them. Not so much, it was their behavior, although that was a part of it, but it was how other people were viewing their behavior or the impact that it was having on the other people. That once they saw that really truly heard it and saw it, it was like, “Oh, I never would want to hurt people that way.” They understood that it was coming across in a very negative and a very, in some cases, hurtful way.

Stephanie Goss:
And that, for whatever reason, it was like, the conversation had been had different ways multiple times, I was at the point where it felt like I wasn't getting through to this person. And then there was a conversation where it was unlocked, and they were like, “Oh, other people are perceiving what I'm doing as bullying. I'm perceiving myself as just being angry. And letting off steam and doing what I do.”

Stephanie Goss:
But for them, it was finally hearing the perception that it wasn't coming across angry, it was coming across bullying or whatever that was, it unlocked-

Andy Roark:
Sure.

Stephanie Goss:
… that emotionally for them on a way that allowed them to grow with it. So I think that's a really important distinction. Sometimes it is also about their own actions and what they're doing, but sometimes it's just about the perception that other people on the team are having and the impact that has.

Andy Roark:
I would say, it's always about the impact they're having on the other people. Unless, okay, now let's get into the nuance of getting angry a bit, because this is important and it's not black and white, no one ever gets upset, no one ever gets angry, and I think that's really important. We are all human beings-

Stephanie Goss:
Yes.

Andy Roark:
… we're not the Buddha.

Stephanie Goss:
Yes.

Andy Roark:
And I have a 100% worked with people who will come and give me horrible news, and then be upset that I am angry about the news that I received. You know what I mean? I mean, it would be something awful. Like, I don't know, like, “Your patient just died.” And I'll be like, “What?” And they're like, “Why are you so upset? Don't be upset.” And I'm like, “Of course I'm upset. Not at you.” To some degree, I use that as an awkward example of, we're human beings dealing-

Stephanie Goss:
Yes.

Andy Roark:
… with emotional things. There is some amount of giving people the grace to react to this situation and the news. We're not robots. And your boss is not the Buddha. And I think seeing them as a real person, just like you, I do think that there's some point to that.

Andy Roark:
I also would go along with the idea that communication happens at the ear, not at the mouth. And that's also why anger is so interesting to me, it's because we all perceive anger very differently.

Stephanie Goss:
Yes.

Andy Roark:
And it can be very different among families. It's very different among cultures. I grew up in a family where people did not raise their voices to each other, very often. It almost never happened.

Stephanie Goss:
Yes.

Andy Roark:
And I know other people who come from loving families that scream at each other-

Stephanie Goss:
Yes.

Andy Roark:
… all the time.

Stephanie Goss:
Yes.

Andy Roark:
And I remember being a young person, I remember being an adult, and I've gone to people's houses and they're yelling at each other.

Stephanie Goss:
Yes.

Andy Roark:
And I'm like, “I feel so awkward. I shouldn't be here. This is…” And then they're like, “And we're ready for dinner. Let's everybody sit down.” And we're like, “Okay.” And then it's like, it never happened. And I'm like, “Do you understand the fallout of that yelling exchange at my house?” That would be-

Stephanie Goss:
Yes.

Andy Roark:
… a big deal. And they're like, “Nope, that's just appetizers.”

Stephanie Goss:
Welcome to holidays at my in-laws.

Andy Roark:
And, again, at casa Goss.

Stephanie Goss:
It's true. It's totally true though. It's a big difference within families. And it is jarring when you are used to or have grown up in a situation or culture that is vastly different than the one that's being presented. And I think the same kind of thing applies here, because I have worked with people who grew up, so to speak, in clinic environments that you would look at and say, “This is the quiet family.” And then you go to the family's house where they communicate by shouting at one another, that is a very jarring experience.

Stephanie Goss:
And so I think that that applies very truly here that people can, not only on a personal level, have grown up in different ways and experience different things throughout their life, but also from a work perspective.

Andy Roark:
Sure.

Stephanie Goss:
There is culture in our practices and people are impacted by that and their reactions and the way that they respond often are conditioned and influenced by that.

Andy Roark:
Well, I mean, the other part of this that feeds into it too, one is how people respond by getting angry or yelling or whatever, the other part is, how they give feedback-

Stephanie Goss:
Yes.

Andy Roark:
… which is another part of this equation.

Stephanie Goss:
Yes.

Andy Roark:
My wife's extended family, a big piece of that extended family is from Nicaragua. And they are, shall we say, direct with each other. They a 100%b would just say how they're feeling about what you just said, right to your face, in very clear language. You know what I mean?

Stephanie Goss:
Uh-huh.

Andy Roark:
And it's kind of, you think of, I don't know, conversations on, I don't know, like Pawn Stars or Jersey Shore, where people are, they love each other, they are right up in each other's face. That's how they communicate. And I'm just like, “Oh, boy, if someone gave me feedback that direct, I would have to process that.” And they're like, “Nope. I said you were lazy, and I meant that you were lazy.” And I'm like, “Wow, you guys just went at each other.” And they're like, “Nope, we're just communicating how we feel.”

Andy Roark:
And, again, I say all this and we're laughing, the point is that is a 100% fine, as long as everybody's on board, and we all know what the ground rules are, and we're all comfortable communicating that way. That's why it works in families. Families can all yell at each other as long as they're all comfortable giving and receiving yelling. And a lot of people are. And so I'm not judging. It's just, for me, I go, “Holy crap.” I can see people saying, “Wow, that guy was yelling and that's really bad.” And he's going, “That's just, I was just communicating.”

Andy Roark:
And I also see other people saying, “Why does this person get so upset when I give them feedback?” And I'm like, “Oh, buddy, the feedback you are giving is extremely direct. And maybe not gracefully given.” And they go, “Well, that's how I give feedback in my family,” or, where I came from before.” And so all of that, I just introduced, to intentionally muddy the waters a little bit around this person responds in an emotional way. I go, this is not as cut and dry as people like to think it is. And I think that's good because it's much easier to coach people when you are in a little bit of murky water. When it's not, “Hey, you are clearly the bad guy who needs to change.”

Andy Roark:
It's much easier to say, “Hey, look, everyone is different in how they give and receive feedback. Everyone is different in their comfort with emotion and showing emotion. If you're not bad, you're not wrong even, you are being perceived this way. And there are other people who will perceive you this way as you go on in your career. And while you're not wrong, you are less effective than you should be or could be. And there are some changes you can make to make yourself much more effective.” And I just think that's so much easier to think and to say than to try to say, “You are a bully and people are complaining.”

Stephanie Goss:
Yeah. I think the other thing, I like that we're talking about the murky waters, because I think it is important to be able to see some perspective from both sides here. Because like you said, it's not cut and dry that we're talking about someone who is a horribly toxic person, and their behaviors are like, “This is flaming and it just needs to go.” We've had some episodes where we said, “This is our answer, because it's clear cut.”

Stephanie Goss:
I don't think that this is the case. The one thing I will say that, for me, brings things into focus and gives me a good direction to head in is that our writer said a lot of the communication here that is problematic is happening over email. And so I think it crystallizes it for me because email lacks the ability to read tone and emotion, the way that you can, when you're in a room with someone and you're looking at their face and you're hearing the tone of their voice, and you're seeing their body language.

Stephanie Goss:
We were talking about communicating in families and that kind of environment. And I am a big advocate that there should be professional bars set in our workplace. And I'm not a fan of the idea that let's just have one big happy family at work, because I haven't seen that work out too well, too often. And so, for me, that's something that I struggle with. And the area where I feel like it allows us to have some focus here is that we're specifically talking about most frequently the context of email. And so that is something that makes it actionable for us, because it's not like they're all sitting in the same room. And so it makes the ability to coach and make it actionable a little bit easier, I feel like.

Andy Roark:
Yeah, I agree. And the last part of me for head space is if you are someone who deals with this person and you have to deal with these blowups, you're dealing with this. I think you need to get a head space for that. And the head space for me is personal boundaries are important to me. And dignity is important to me. And self-respect are important to me. Which means I am not going to have you trample on my dignity-

Stephanie Goss:
Sure.

Andy Roark:
… and I am not going to abandon my self-respect and let you yell at me. I'm just, I'm not going to do that. And I would encourage people to decide what are you willing to tolerate? And what are you not willing to tolerate? And this is beyond your practice protocols. It's the ability and the willingness to say, “Excuse me, I don't appreciate you speaking to me like that.” And people say, “Oh, my God, you say that.” And I do. And the reason I would say that is because you have a choice to make, when you deal with someone who reacts this way, do you want to have awkwardness as you deal with this person getting angry? Or do you want to have resentment, because you didn't deal with this person getting angry? And now they have continued to act this way and you don't know when it's going to happen again.

Andy Roark:
And this doesn't have to be a first time it happens, I'm ready for it. But if this is a thing that happens, at some point, you have to ask yourself, “Am I willing to be spoken to like this?” And if the answer is, no, that doesn't mean I'm going to get mad. It doesn't mean I'm going to yell back. I'm not, but I am going to tell you, “Listen, I do not appreciate being spoken to like that.” And it may not be at the time this person is reacting emotionally.

Andy Roark:
I may come back and say, “Hey, can we talk about yesterday afternoon? When you did this, it was not acceptable. And it ruined my day. And I went home and talked to my spouse about it, because that's how much it bothered me. And I want you to know that's the effect it had on me. And I'm not willing to have those conversations or be treated like that again. And I'll go get another job.” Seriously, and I do believe in that. There's plenty of vet jobs out there, and I'm not going to be yelled at. And it's funny, you can back people down real fast if you just tell them that.

Andy Roark:
And again, I'm not trying to be callous. I'm not trying to be a jerk. I'm being honest about what I need to be in this relationship. And I go back again and again, to what we always say is that, “Guys, your job is a relationship, and you should treat it like a relationship. And I'm not going to be in a relationship with people who yell at me.” And I would say that to people I call my friends. I would say that to my family members. Like, “Hey, I'm not going to call you if you're going to yell at me and berate me. I'm not putting myself in that position, and you need to know that.” And that's why I go back to personal boundaries, to dignity and self-respect, is go, “I'm not willing to tolerate this.” And I will tell you that. And you can do with that information, what you will. I'm not kidding.

Stephanie Goss:
Well, should we take a break here and then jump into, how do we take this head space and try and address some of what is happening?

Andy Roark:
Yeah. I think that there's a lot of stuff that we can do. I think this is usually I can get pretty good outcomes on these conversations. So yeah. Let's take a break and then we'll get into it.

Stephanie Goss:
Okay.

Andy Roark:
Hey, Stephanie Goss, you got a second to talk about GuardianVets.

Stephanie Goss:
Yeah, what do you want to talk about?

Andy Roark:
Man, I hear from people all the time that are overwhelmed, because the phones never stop ringing.

Stephanie Goss:
Yes.

Andy Roark:
And I'm sure you hear from these people as well. Our caseload is blowing up and the doctors are busy and the phones just don't stop.

Stephanie Goss:
They never stop. That is a true story.

Andy Roark:
I'm amazed by how few veterinarians know about GuardianVets. This is a service where you have registered technicians who can jump in virtually and help you on the phones. You can flip the switch and GuardianVets can jump in and take some of the load off the front desk, and they can handle your clients and get them booked for your appointments and give them support. And it really is a godsend.

Stephanie Goss:
Pre-pandemic, it was amazing to me how many people hadn't heard about it for after hours call help. But at this point, I can't believe how many people don't realize that they are offering help during the daytime as well. Which I would think right now is a huge benefit to practices, because everybody is shorthanded, everybody is drowning in phone calls. And so we talk about it, we've talked about GuardianVets, a lot on the podcast. And every time we do, we always get somebody who says, “What is that?”

Andy Roark:
Guys, if you're not familiar with GuardianVets, if you think that you could use some help on the phones or up at the front desk, check them out. It's guardianvets.com, and if you mention our podcast, me and Stephanie Goss, you get a month free. So check it out, guardianvets.com.

Stephanie Goss:
Hey, everybody, it's Stephanie. And I want to jump in here for just one quick second and make sure that you know about a workshop that's coming up from the Uncharted community that you are not going to want to miss. Now 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. Bill is amazing. He is a 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.

Stephanie Goss:
And Bill is joining us on Wednesday, June 8th, from 7:00 to 9:00 PM Eastern, which is 4:00 to 6:00 PM Pacific. 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.

Stephanie Goss:
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 at 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.

Andy Roark:
All right. You ready to unpack this a little bit?

Stephanie Goss:
Yeah, let's do it.

Andy Roark:
All right, cool. Let's jump into specifics here. So specifics, as we have this conversation, number one, lower the stakes. It goes back to what we were talking about before. I don't want this person necessarily to feel judged, any more than I have to. I want to make this not a big deal. When people have a personal flaw, like a personality trait that's causing problems, it is easy for them to feel like you are attacking their identity and who they are. And that can stimulate strong emotions, feelings of shame, things like that. None of those things help me change this person's behavior.

Stephanie Goss:
Sure.

Andy Roark:
And that is why I'm going to go ahead and try to lean into what we talked about before of, “Hey, communication happens at the ear, not at the mouth. And you are being perceived in this way, or you are having these negative effects on people when they are seeing this emotional response, or hear this specific language,” to try to lower the stakes.

Andy Roark:
Number two, and you heard me just kind of stumble on it. You can't say, “You're being a hothead. You're getting angry.” Because people will say, “No, I'm not.” You need to speak in specifics. What are you talking about? Are they raising their voice? Are they using foul language? Because that is not acceptable, that's in the employee handbook. And that's not okay. Are they giving feedback that is being taken as, I don't know, mean. Exactly what feedback are we talking about? We got to give them examples. It's not fair to say, “Hey, when you give feedback, people really don't like it.” And they're like, “What do I do? Or what am I doing? And they're, “I don't know. Whatever you're doing, they hate it.” And they're like, “Well, I don't know what to do with that.” So we've got to speak in specifics.

Stephanie Goss:
And I think that goes on both sides. And I want to pull something out from some of what was shared with us. Our medical director said, an example of one of the emails was that they had sent an email to multiple people on the team saying, “Hey, when you guys do this thing,” and told them what the thing is, they told them what their response was. But the way that they phrased their response was, “This feels like a slap in the face to me, and I'm not going to tolerate it moving forward.” That is a really good example of where it's not clear. It's not specific.

Stephanie Goss:
So giving them the example is wonderful, you should tell them exactly what happened. They need context, but telling them that it feels like a slap in the face to you, what does that mean? That's so subjective there, that could be interpreted a million different ways by five different people on your team. And to follow it up with, “I won't tolerate it,” feels, again, very subjective. Because, again, what does that mean?

Stephanie Goss:
Does that mean that you are not going to talk to me anymore? Does that mean that you're going to write me up? Does that mean you're going to report me? What does that actually mean? And so I think on both sides of the equation, everything for me around this has to do with very clear action steps, and giving clear examples and clear responses on both sides or you're not going to get anywhere.

Andy Roark:
I agree. I also go back to our email 101 rule that we talk about quite frequently.

Stephanie Goss:
Yes.

Andy Roark:
Anything that is going to elicit emotion or that you have a motion tied into-

Stephanie Goss:
Yes.

Andy Roark:
… that's not an email my friends. That's at least the phone call. And that's just it, it's too easy to misinterpret tone, to read tone in. We have all heard people reading things in the worst possible assumptions being made.

Stephanie Goss:
Yes.

Andy Roark:
And they're like, “Can you believe he said, ‘That's fine, see you later.' Can you believe he said that?” And you're like, “I don't think he said, ‘That's fine.' I think he said, ‘That's fine.'” And they're like, “Nope, that's not what he said. He said, clearly, ‘That's fine.'”

Stephanie Goss:
It's so funny that you called that out, because that's actually an improv exercise that I learned in school. And I actually love doing that with my team in team meetings. You can 100% take a phrase, couple of sentences at the most, and have five people read it. And tell them, “Read it however you want to read it.” And you will get five different tones, five different inflections, five different emotions played into the exact same wording. And so you want to talk about eye opening for your team, when you're talking about customer service stuff or stuff that's coming in from clients, it's a great example. And it applies here to the team, too, when you're talking about sending emails to each other, particularly. You're spot on, you're going to have different reactions from different people.

Stephanie Goss:
And so it's funny, because you were saying earlier that we don't get taught how to take feedback. And I would say that one of the things that it often is not taught enough either is how to write professional emails. And it's funny, because I actually took a class in business school about business communication, and one whole semester was on email, and it was a short course. But it was weeks of how do you write professional emails? What things go into them? What don't? What kind of grammar? How do we use language appropriately? And that is something that I think that we don't teach enough, just in general, as a life skill. And then when we take people, a lot of times in veterinary medicine, and we promote them because they're good at the job they had, we don't often equip them with the skills that they need to be successful in the job that they have now.

Stephanie Goss:
And this for me is usually an example of one of those things. Because we think it should be common sense for people to know what should go at an email and what should not, but it is not. That is a teachable skill and it is something that we don't often put enough emphasis on. And so I think that part is really important. Teaching our teams, “Okay, these are…” I love how simply you state the rule. Like, if this is something you have emotion for, or you feel like it might elicit an emotional response on the part of the other person, don't put it in email.

Andy Roark:
Yeah. People-

Stephanie Goss:
Simple rule.

Andy Roark:
… overuse email. They do. Emails should be short.

Stephanie Goss:
Or text.

Andy Roark:
They should be… Exactly, or text, especially text. There should not be any emotion in text. It should be a hundred percent straight up wrote information that this is what… What time are we meeting? Thank you.

Stephanie Goss:
Yes.

Andy Roark:
What is the phone number?

Stephanie Goss:
Yes.

Andy Roark:
I will be there five minutes late. It should be straight up communications like that.

Stephanie Goss:
Yes.

Andy Roark:
People way over use email. It should be short information exchanges.

Stephanie Goss:
Yes.

Andy Roark:
Two things I would say on that. My favorite one, when we talk about tone, my favorite example is this, it's, “I didn't say you made a mistake.” “I didn't say you made a mistake.” “I didn't say you made a mistake.” “I didn't say you made a mistake.” “And I didn't say you made a mistake.” And those are all different.

Stephanie Goss:
Yes.

Andy Roark:
And they're a 100% the same phrase, and it is just, where do you put the emphasis on that? And it's a joke, but it's not a joke. And that is why I say, “Anything that has emotion, just text is not the right way to sent it. It's just not.” So there's that.

Andy Roark:
The other thing, as far as your professional email course, I will say this, I have been thinking about this recently. I believe that the most valuable videos on YouTube are the boring videos of things you do all the time, and would never watch a video of. I think the number one how-to YouTube video that anyone should watch is how to use your own cell phone. And people are like, “I'm not watching how to use my iPhone.” I'm like, “I bet the amount of time and quality of your life would go up substantially, if you watched the 25 minute, here's the top 10 tricks you didn't know about your iPhone. I'm confident of that.” In that vein, I think a class on how to write a professional email, everyone goes, “Other people need that, I don't need that.” I'm like, “You should take the freaking class.”

Stephanie Goss:
Everyone needs it.

Andy Roark:
Everyone probably needs it. And it's just one of those things where, yes, you would sit through it, and yes, you would probably pick up two or three little things, but those two or three little things might save your bacon a couple of times throughout the 30 year career of you using email.

Stephanie Goss:
I will tell you, I took that class 20 plus years ago, and I couldn't tell you three quarters of the content, but I will tell you the three things that stuck with me from that class I don't ever do when I'm putting it… Your point is solid. There were three things that stuck out to me, and every time I write an email, I hear the professor's voice in my head, and I'm checking to see, am I doing or not doing those three things? I think it's super, super valid.

Andy Roark:
So, yeah, I agree with that. So get off email, separate the person from the behavior. And I know we've said this a couple of different ways. Let's talk about the behavior-

Stephanie Goss:
Yes.

Andy Roark:
… not about the person getting angry.

Stephanie Goss:
Yes.

Andy Roark:
Maybe they need anger management classes. I don't know and neither do you. They need to not communicate in the way that it's making others believe that they're angry. And if they need to go to anger management to accomplish that, then that's fine. But separate the person from the behavior. And let's talk about the behavior, not about the person as someone who can't control their emotions.

Stephanie Goss:
I agree. And so our medical director asks like, “Okay, I'm not their boss-

Andy Roark:
Nope.

Stephanie Goss:
… so what can I do?” It doesn't matter whether you're someone's boss or not. You're a human being who has to interact with them on a regular basis. And so there's nothing wrong with you speaking directly to them about the impact that it has on you or the impact that it has on you and the rest of the team. And so, for me, I think the action steps start there. And I think the point you just made about separating the person and the behavior is really important.

Stephanie Goss:
And so, for me, it's about assuming good intent and trying to come from a place of good intentions. And I always start with asking for help, because I could probably count on one hand the number of times that I have asked somebody else for help and they have flat out refused. And so, for me, it is, “I need your help.” And then give them a specific, “The other day when you sent the email about,” and tell them exactly specifically, so that they understand the email that you're referencing. “When I read the section on you telling the team when they do this thing, it feels like a slap in the face. My response, my emotional response, or my interpretation of that was X.” And tell them how that made you feel.

Stephanie Goss:
By intentionally using words like, “I responded this way,” or, “I interpreted that to mean,” or, “I thought,” “I felt,” you are taking it onto yourself and there's nothing wrong with how your brain interpreted it. You're not saying they're wrong for doing it that way. It's not about them. It's about the behavior, and how the behavior made you feel or made the team feel. And then say, “That really bothers me, because,” here's why. “It bothers me because I feel like I did something wrong and I thought the conversation that we had as a group went really well. And so that leaves me really confused.” Whatever it is, and then just ask them for help, tell them what you need. “Can you tell me more about what you were thinking when you sent that email? Because, I really want to understand where you were coming from.”

Andy Roark:
I love that. And, also, one of the other things I really loved about that is it shows the differences in you and me, because I love it. I love it, because so a 100% you and I were lockstep through the whole, “Hey, I need some help when you sent that email yesterday, and it said the thing, this is how I interpreted it-

Stephanie Goss:
Sure.

Andy Roark:
… and I've heard that the team interpreted it similarly.”

Stephanie Goss:
Sure.

Andy Roark:
And then here's where you and I diverge. And I don't think those are right or wrong, I think some of it is who you are as a person.

Stephanie Goss:
Sure.

Andy Roark:
And some of it, I would say, is probably who you're talking to. So Stephanie Goss says, “I felt this way,” or, “It made me feel this way,” or, “This is the effect that it had on me.”

Stephanie Goss:
Sure.

Andy Roark:
And that is good and powerful. I would a 100% step away from you, and my first inclination is to say, “Hey, this is how it made my life harder, which is… And this is what you said, and this is how I took it. And I know it's how the team took it.

Stephanie Goss:
Sure.

Andy Roark:
And as a result, I've been dealing with upset technicians all day long, and it's making my life really hard. And I need your help to not put me in a position where I'm dealing with angry, upset people-

Stephanie Goss:
Sure.

Andy Roark:
… for three days, because of an email that I don't think really represents what you were trying to say.” And I'd say that, and again, it's not right or wrong, but Stephanie goes to, “This is how this is how I was affected.” And I go to-

Stephanie Goss:
Sure.

Andy Roark:
… “This is-

Stephanie Goss:
“This is the impact.”

Andy Roark:
Unemotionally, this is the impact that you had on me.”

Stephanie Goss:
Sure.

Andy Roark:
And again, I'm not saying right or wrong. It's a 100% who you are. I am a very goal-oriented person. Stephanie is a very relationship-oriented person. And so we do it differently, and it's not right or wrong.

Stephanie Goss:
Well, and I think you're spot on. And the other thing that I would say is that the approach that I would take, there are absolutely times where I would take your approach.

Andy Roark:
Sure.

Stephanie Goss:
And for me, it's about how does the other person I'm trying to talk to communicate as well, right? So you are very-

Andy Roark:
Yes.

Stephanie Goss:
… like you said, you're very goal-driven and I am very relationship-driven, and so that is my natural default to think that way. And at the same time, if I am talking to someone who is a no bullshit, keep it short, let's just have the conversation kind of person, I'm probably going to say, “This has been the fallout. This has been the impact that it has had on me or on the team.” And I would probably use that tactic.

Stephanie Goss:
And so I think they both are right. And they both have value. And I think it's really important to figure out for yourself what you need to relay and also where they are at. Because, in order for the conversation to move forward, most successfully, sometimes it's much more important for us to flex into their style or to lean back into our own natural state.

Andy Roark:
Yeah. I couldn't agree more, a 100%. I would absolutely flex over into your relationship style, depending on who we're talking to. If I'm talking to a relationship person, that's where I would lean. Other than, “Hey, I've been inconvenience by this,” I would lean into our relationship.

Stephanie Goss:
Sure.

Andy Roark:
I just love that. You said that because I was right with you-

Stephanie Goss:
I love it.

Andy Roark:
… and then you kind of made a move and I'm like, “Ooh, that's not the move I would've made.” And then it just made me think about, oh, that's how Stephanie and I are different.

Stephanie Goss:
Yes.

Andy Roark:
But again, it's your go-to default, but I think your point is maximum effectiveness comes from knowing the other person and making the move that connects with that person. So anyway, I'm glad that you did that. I think what I would say, and how I would say it is, “Hey, I need your help with something.”

Stephanie Goss:
Sure.

Andy Roark:
And then I would just tell them, “This is what's going on. This is what the email was. This is how I interpreted it. And it's how I know a number of members of the staff interpreted it as well.” And this is-

Stephanie Goss:
Sure. Because I-

Andy Roark:
… the impact that's had.”

Stephanie Goss:
Yeah. Absolutely, “Because I've been having people come up into my office or come to my desk all day long, because they are feeling very hurt or very angry” or whatever the impact is. That's a very powerful tool.

Andy Roark:
Yep. I agree. And so I really do think that is the conversation to have. This person is not your boss, they're not your boss and you're not their boss-

Stephanie Goss:
Yes.

Andy Roark:
… which just makes it have a conversation like a friend or a peer. The best thing is for a mentor to say, “Hey, my friend, we need to talk about this.” And frame this in a developmental conversation. And we talk about giving feedback. And if you are their boss, you have a couple different levers to pull. I would still not pull a correctional lever if I didn't have to.

Stephanie Goss:
Sure.

Andy Roark:
I would still lean much more into, “Hey, I like you. I think you're doing a good job. The number one developmental challenge that you are facing right now, to be a more effective leader, is” this perception. “That is the number one thing you need to overcome in the next year. That should be priority one in self-improvement and professional development for you to get where you need to go. Because that is the biggest thing that I think holds you back or could potentially hold you back in the future.” And that is a coaching conversation. “I'm your biggest fan. I want you to succeed. I'm telling you, buddy, this is the thing, you got to fix this. You got to nail this down. And I believe you can, but you have to want to do it. You have to do it.”

Stephanie Goss:
Yeah. And I think the important part of the conversation is that it doesn't really matter whether you're their boss or they're your boss-

Andy Roark:
No.

Stephanie Goss:
… or vice versa. Really, for me, anybody on the team should be able to have the kind of conversation that you and I just talked about to say, “Hey, look, I need your help, because this is what happened. And this is how it impacted me,” or, “this is how it made me feel.” The other members of the team should be able to have that conversation directly with that person. And so for our medical director, I know them and I know that they not only talked to this person directly, but I'm sure that they also coached other members of the team to try and get them to have the conversations directly, because that kind of communication is important to them.

Stephanie Goss:
And at the same time, I think it doesn't matter whether you are their direct boss or not, if you are taking it to the person who can do something about it. So if I am taking it to the manager and saying, “Hey, this is what happened. I need you to work with me here, because this was the impact or this is how it made me feel or the team feel,” or whatever. And you've had that conversation, especially if you've had that conversation repeatedly, which our medical director friend has, then it is not wrong to then manage up, and ask for help with this situation, because you have tried to fix it yourself.

Stephanie Goss:
And so if you have tried repeatedly and you can clearly define the steps that you have taken for someone else, it is not wrong to go to your boss or their boss and say, “Hey, here's the situation. Here's what I've done to try and fix this. I am at a point where I feel like I need some help, because I'm not getting any traction. And I really want to resolve this situation. Can you help me figure out what comes next?”

Stephanie Goss:
You're not asking them to solve it for you. You're not asking for them to take the problem on. Now, they may look at it and say, “This is not your problem. This is my problem. I will have the conversation,” but you were asking them for help, and managing up in that way, again, is a skill that we don't teach and we don't learn. And it is often looked at as, “Well, you're just telling on them.” And that's not what you're doing.

Stephanie Goss:
But there is absolutely an expectation, for me, at that level of professionalism. And if I have had a conversation repeatedly, and I have asked for changes in the behavior from a person that I have a relationship with, and I am supposed to be in a working partnership with, as a medical director and as practice manager, if I have set my expectations, if I have been clear about my boundaries, if I have had those conversations and asked for their help, and the behavior is still not changing, your next step should be to ask for someone else's help.

Andy Roark:
Yeah. I agree. And the comeback to, “You should say it to my face,” is, “I did say it to your face-

Stephanie Goss:
Yes.

Andy Roark:
… three times. And then yesterday you did this thing, and the behavior doesn't seem to be changing or this-

Stephanie Goss:
Yes.

Andy Roark:
… continues to be a problem.

Stephanie Goss:
Yes.

Andy Roark:
That's it.” But, no, I completely agree with you. I think it's really good. The last little caveat I'll put it in, which should have gone at the very beginning, but I just kind of thought in my mind, I'm like, we didn't say this clearly. But I feel like we probably should is, don't get mad yourself. Confronting the hotheaded person-

Stephanie Goss:
Yes.

Andy Roark:
… when you are triggered-

Stephanie Goss:
Yes.

Andy Roark:
… is probably, it's like, “Hey, I'm going to put this fire out with a powder keg I happen to have laying nearby.” Yeah, that's not good. “I'm going to douse this fire with some gasoline, that'll settle it down.” Nope. Make sure that you are not angry when you talk to the person. Which means going to them and saying, “Hey, I need your help. Yesterday, when you sent this email, I was really affected. And I'm not affected now, but, boy, I took-

Stephanie Goss:
Because I'm-

Andy Roark:
… that in a negative way-

Stephanie Goss:
Yes.

Andy Roark:
… yesterday.” And that just makes this conversation a lot easier as opposed to, “How dare you, sir. How dare you send me an email like this,” and you slap them with your latex glove and demand satisfaction with a catheter dual. No, it's not… Boy, [inaudible 00:53:43]… You okay, Steph?

Stephanie Goss:
That's the end of this episode.

Andy Roark:
That's the end of the show. That's it, we're done. I got nothing else. All right, guys, have a wonderful week everybody.

Stephanie Goss:
Have a fantastic week.

Andy Roark:
Don't get angry and send emails to anybody. That's your homework, until next one.

Stephanie Goss:
I love it. Have a great week, everybody. Take care.

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. 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 Dustin Bays · Categorized: Blog, Podcast

May 18 2022

You Saved What Information Where? Information Security In Your Practice

Uncharted Veterinary Podcast Episode 178 Cover Image

This Week on the Uncharted Podcast…

This week on the podcast, Stephanie is joined by Joe Axne of IT Guru to talk about some of the wacky things that clinics do when it comes to information security and technology. Information technology (IT) can be an area where veterinary medicine struggles to keep up-to-date. It's a good example of you don't know what you don't know. We talk through some of the things that practices should consider in terms of protecting themselves from the outside as well as the top practices for educating themselves and their teams about information security. Let's get into this…

Uncharted Veterinary Podcast · UVP 178 You Saved What Information Where? Information Security In Your Practice
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You can also listen to the episode on Apple Podcasts, Spotify, Google Podcasts, or wherever you get your podcasts.

Thank you to our sponsors! To learn more about this week's sponsor, GuardianVets, check out their website HERE.

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

Upcoming Events

May 21: Retain Your Team: Speak the Languages of Appreciation in Your Workplace

You can be the leader of a happier, more satisfied team, and it starts with understanding how each person in your practice feels the most valued.

Join us as we discuss the languages of appreciation and how they can help you motivate, train and retain your staff in this 2-hour, LIVE workshop.

June 8: Creating Content That Clients Crave

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.

All Upcoming Events

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. So, this week on the podcast, I am not joined by Dr. Andy Roark. But in fact, I am joined by another person who I really enjoy having conversations with, and that is my friend, Joe Axne, from I.T. Guru. Now, we are going to nerd out. We're going to get extra nerdy about information security and technology on this episode.

Stephanie Goss:
It's a little bit different than our normal format, but I promise that I have a reason for wanting to have this conversation with you guys. I recently was a part of a conversation on a management forum about something that had nothing to do with what we're talking about here. But in the course of talking to this manager, they revealed something that their team was doing that is a common mistake that I see practices making all the time.

Stephanie Goss:
When I thought, “Oh my gosh, this is a big, giant flaming red flag. And this is something that more people need to know is big problem and talk about.” So, I sent Joe an email. And I said, “Hey, I know that you see this all the time. I would love to jump on and have a conversation with you about this issue and more. Things that we need to do to educate ourselves on how to keep our clinics, our clients' information, our team's information safe from the outside in. And from the inside out.” So, let's get into this one, shall we?

Meg:
And now the Uncharted Podcast.

Stephanie Goss:
Hey, everybody. It is Stephanie. And while I do not have my usual partner in crime, Andy Roark here with me this week, I am super excited to introduce you guys to one of my friends. I have been throwing around the idea of doing an episode like this with Joe for quite some time. And I'm super excited that Joe Axne from I.T. Guru is here with me today.

Stephanie Goss:
Now, Joe and I met, gosh, probably four or five years ago. I met you at VHMA. Joe was actually presenting at the Annual VHMA Conference. I think we might have been in New Orleans. I will tell you guys, I was still working in the practice. And Joe was talking about IT-related things. In his session, he had a picture of a clinic that he was working with. And he had before-and-after pictures of what their IT closet setup looked like.

Stephanie Goss:
I remember sitting in that session and I immediately was texting my practice owners from your session, Joe. And I was like, “We need to hire this guy. This is amazing. Our attic looks like the rat's-nest-before picture he showed. And now I want it to look like the after pictures.” I came up to you afterwards. And I remember telling you, “Hey, I would love to talk to you and pick your brain.” And I have really enjoyed our conversations ever since then. So, welcome to the podcast.

Joe Axne:
Yeah. I think I remember too. I think I was exposing that IDX123 was the password. Yeah, if you're still using that password, that's … I just have a clinic right now I'm working out of Houston. I'm like, “Let me guess, your password's this.” They're like, “How did you know?” I'm like, “Well, it's-“

Stephanie Goss:
Because that's everybody's password. Before we get into it a little bit, because I have a very specific question that I sent you an email about recently. Because I was talking to some fellow managers in a manager group I'm in. I saw a post and I was like, “Oh my gosh, I want to talk about this with Joe.” Tell us a little bit about you and I.T. Guru so that everybody gets to know you a little bit.

Joe Axne:
Oh, sure. So, I.T. Guru, we help clinics and hospitals with their computers and networks. So, think of us like a strategic partner. We help … There's all this technology out there and demands in the veterinary clinic, as we know, are higher with short staff and such. So, we're just helping clinics pick solutions that help them become more productive, more efficient, more effective, work smarter versus harder.

Joe Axne:
And then, just make sure that it's really riding on the proper platform. In this case, foundation. Like a foundation of a house, you got to have that foundation in place, proper foundation, before you just build anything on top of it. So, we're very foundational, very proactive. But we help them with all their IT needs and picking and selecting solutions that integrate well with veterinary practices.

Stephanie Goss:
I love it. You guys, one of the things that I love about talking to Joe is that from the very first time I heard you talking about IT stuff … IT stuff can be tricky. I have the computer-minded brain. I've always been the IT troubleshooter at my practice. But for a lot of people, it gets really complicated really fast.

Stephanie Goss:
And one of the things that I love about you and your team, Joe, is that you really make the complex themes seem not overwhelming. And I never walk away from a conversation with you guys feeling like I've done something wrong, which is not the case a lot of time when it come to IT. We're looking at it and we're like, “Oh gosh, I've been doing everything wrong for so long.”

Joe Axne:
Yeah. I always feel like everything. But the standards have changed, right?

Stephanie Goss:
Yeah.

Joe Axne:
So, as we go from year to year to year … There are new standards in 2022, which, in our opinion, everybody should be aligned to. But the reality is they're not. And we got to get them there. So, we're seeing … Even if you get to standards that are, say, 2018, 2020 standards, it's better than being on the 2014 to 2016 standards. So, it's just the move shift the mind frame of, “We get it.”

Joe Axne:
A little bit behind the times on the technology curve. COVID really drove us into that. And I think we're starting to up steam around that. But yeah, there are a lot of changes around these security standards. Stability standards that you want to really start getting an understanding around that maybe doesn't really fall in the lap of a practice manager anymore. Their main responsibility. It's hard for those practice …

Joe Axne:
They're doing so much today. And it was. Back in, 2013, 2014, yeah, they could … I know some really, really sharp practice managers through VHMA. They're maintaining on their own. But for the majority, yeah, it's tough to do on your own for sure.

Stephanie Goss:
You need help.

Joe Axne:
You need help.

Stephanie Goss:
Well, I think you had a great point that COVID drove a lot of our practices to using technologies and using information in ways that we never had before. Both in terms of using it, but also accessing information from clients. So, that was actually why I reached out to you because I was in one of the manager forums. And having a conversation with a fellow manager. And they were asking for some help from the group.

Stephanie Goss:
They were like, “Hey, my team … ” They were in AVImark practice and they were talking about something else completely. But one of the things that caught my eye was that they said, “Well, in our client area, in AVImark, we are putting the client credit card and driver's license information. Because when I came to the practice, I found a set of note cards in the filing cabinet where they were literally handwriting client information.

Stephanie Goss:
“So, I want to get it into AVImark so that we don't have handwritten credit card information laying around.” And I was just like, “Oh, man.” And I remember immediately sending you an email because I was like, “Oh, it drives me crazy how few people understand the huge liability that we take on ourselves when we don't understand the risks when it comes to protecting our client information. So, that was kind of what I wanted to talk to you a little bit about today.

Stephanie Goss:
That case specifically. But also just in general, you've seen a lot of crazy things. Your team sees things repeatedly when it comes to information security. So, I thought we could talk about that a little bit. So, tell me, you've got to have seen some crazy things in terms of bad information security, and practices that are happening regularly in the industry. What are some of the things that you guys see repeatedly that practices are doing that are really risky, that they may not realize are risky?

Joe Axne:
I think number one is the password on the monitor. I mean, it's right there on the monitor. So, there are crew and cleaning crews that come in. There can be people that can get into the environment and they can get physical access. Let's not give them that much ease of access. There are stories of cleaning crew logging in and using the credentials that are right on the monitor. They're getting into the system. So, we don't see that.

Joe Axne:
Everything you were referencing the very beginning there of confidential client information, let's just call it payment information. That all falls underneath what's called PCI. That's the Payment Card Industry Data Security Standard. So, an acronym for that is PCI DSS. So, every business is under this standard, okay?

Stephanie Goss:
Yeah.

Joe Axne:
If you take credit cards or you're getting any financial information, whether it be over the phone or whatnot, or online, et cetera, you fall underneath becoming PCI compliant. So, there's a compliance here that many folks don't understand. Sometimes there's even these questionnaires that go out. And you have to be able to answer, “Yes,” to those questions. If you answer, “Yes,” and you're not actually doing them, and then something happens, you're going to be held on the hook.

Joe Axne:
The credit card company is going to wash their hands like, “We didn't cause this. You caused it. You get to pay for this, not us.” So, it all falls underneath that PCI, which we just call it PCI. So, even the written, like you were saying. Even having a handwritten note still falls under PCI. I mean, it's just, you're not supposed to have that.

Stephanie Goss:
Right. I remember when I started in practice, we thought we were doing one better by starting to ask clients to sign a waiver like, “I'm okay with leaving you my credit card info.” Because we thought, “Well, at least that way we're getting permission versus just the Post-it Notes that had somebody's credit card information written on it.” But I think, to your point, it really is one of those cases where we don't always know what we don't know.

Stephanie Goss:
I remember finding out for the very first time about PCI compliance the hard way. Because we had had a client's card. And someone else had brought the pet in, and we had run some charges. And they reported a charge back to their credit card because they were like, “I didn't give permission for this.” And we thought, “Well, you had given us your credit card to have on file. And we thought this was an appropriate situation to use it.”

Stephanie Goss:
My team and I learned the hard way because the bank was like, “No, we're not responsible for this charge. This was hand processed. You didn't have permission. None of these boxes were checked.” So, we wound up not only having to pay for it and have it come out of our profit. But have to pay the fees associated with that charge back. So, I think practices learn about some of that stuff the hard way. But we really do, I think, are doing it with good intentions, right?

Joe Axne:
Right.

Stephanie Goss:
And some of us are even doing it like, “Oh, well, if I get their written permission or if I get them to sign off on it, it must meet the standards.” And I think that's what's so interesting. I would love for you to share a little bit more about some of those things that not only practices should think about in terms of getting some education to understand what their role is.

Stephanie Goss:
But also, the hard part is where do we find that kind of information? That's the part that often, as a manager, feels so overwhelming to me. A company like yours, that does IT services, it makes sense that you guys would know all of that kind of information. But if I'm a practice manager, where do I even start with trying to educate myself on stuff like that?

Joe Axne:
Yeah. You want to start with a payment processor. That's always the best route to go. They're going to educate you quite a bit around that because they themselves will even tell you that you have to become PCI-compliant. Or even though you're using, say, a credit card terminal that is tokenized, that had encrypts … What that means is it encrypts … So, PCI compliance really comes down to making sure everything that is stored and transmitted is done so in a secure fashion. So, encryption is key there.

Joe Axne:
So, back to, say, AVImark and you putting it into an open-text file, a field inside that database. That database is not encrypted. So, that field is not … Certain practice management systems nowadays, like the web-based ones that are coming out, the web-based PIMS. If they're storing credit card information in there, yeah, they know on the backend what it has to comply to from a PCI compliance aspect.

Joe Axne:
So, you can store that information with a provider that allows you to … We have an online payment portal as well. So, we never touch our clients' credit cards anymore. They have to put all in there and it's all stays within a completely PCI-compliant platform that they're maintaining. But I still have to go through the questionnaires. I still have to answer everything that goes with that outside of that network. Because there's a quite a bit to it.

Joe Axne:
And it really comes down to there's certain PCI controls that you have to have in place. And the number one is building and maintaining a secure network. So, you have to have that in play. So, that's big. When we say that you have to have that proper firewall, which we don't typically see. This is that device that protects everything coming in and out. All your default system passwords for all your gear on your network have to be changed. I mean, that's a requirement. That's a requirement now.

Joe Axne:
I'm doing an assessment right now. I swear, I hopped on a server. There's a switch that's online. I go to the web interface and switch … It's just a web login that I can get to. And it's, in this case, a NETGEAR switch. So, all I do is I look up that model, default password, Google it, bam, there it is. Pasted it in. Bam, I'm in-

Stephanie Goss:
Sure enough.

Joe Axne:
I'm all the way in, and that's how the bad guys … That's how the bad actors are also doing this as well.

Stephanie Goss:
Sure. Well, that makes sense to me. When I think about it from the practice's perspective … One of the things that I love about how you approach IT, and in the conversations that I've had with you is, practice managers are … Again, and practice owners … they are busy. And this is usually an area where we acknowledge what we don't know what we don't know. So, we're like, “I don't understand how any of this works. I'm literally going to plug the thing in. And if I change the password and then I ask you to deal with it, that seems messier than just leaving the password the way that it is.”

Stephanie Goss:
So, it's coming from a place of good intention. And they're thinking, “This'll make it easier for somebody else to help me down the line.” But for your point and your perspective, the minute that, that gets plugged in, then the clinic becomes at risk just as much if they have the password written on the monitor or the bottom of the router. As if someone like you, who has some experience of knowledge, knows to just say, “Well, what model is this? Let me just Google it. And I have a hot chance of finding out the default password.”

Joe Axne:
Bam. So, it's really that there's a lot to that. And there's a lot going on in segmentation now that has to happen in clinics or hospitals. So, we see a lot of clinics and hospitals just … We call it just one big flat network. You have that thing in the back that all the cables are plugged into. That's your switch. So, everything can see everything.

Joe Axne:
So, your Amazon Alexa, and your Sonos, or your Sonos Music System, or your Voice over IP phones, or your IP-enabled cameras. Whatever it is, Google Smart whatever they call it, it's all connected to the same network, right?

Stephanie Goss:
Sure.

Joe Axne:
So, we're promoting as new standards for 2022 is really … That all has to be segment. So, we want our phones over here, over on this in this little segment and network that doesn't necessarily have to talk to anything else in the clinic. So, does Amazon Alexa really have to interact with your AVImark database? No, it doesn't. So, it's proper segmentation of these devices or these smart devices.

Joe Axne:
It's Internet of Things is what it's really called. That's what we're getting to. We're getting to this, everything you touch. And we're talking about it even from a worker's phone, a private … One of the staff's private personal phone. Should that be on the private network of the clinic? No, it should be on a public network. But that public network is completely … Everybody that attaches to that public network is completely isolated from each other. So, they can't see each other. You're in a bubble.

Joe Axne:
Or think of it like a swimming pool in a … If you envision a swimming pool, you don't get the whole pool to play in. You just get a lap lane. But think of it even more as you can't see what's going on in any other lap lanes besides what's in your lap lane. So, that's really what [inaudible 00:17:18] is getting to is that we have to really segment. It's really important. We are working with more and more clinics. Even printing, segmenting printing. So, printing on its own segment. Voice over IP on its own segment.

Joe Axne:
So, segmentation's key there so that we're allowing the only access that needs to be allowed between … Say, you do have an on-prem phone system and it's like, “Well, I need the access, because we get recordings.” Well, that's okay. But that's the only thing allowed over to that system is to get into the recording. And a lot of these camera systems are exposed to the internet as well? And they're sitting on the same network.

Stephanie Goss:
Right, yeah. Because you want to have access to it when you're not there. So, that the clinic is thinking about it from that perspective like, “I need it to connect because I need to be able to see it from my phone when I'm at home. Because otherwise, what good does it do if it's recording?”

Joe Axne:
Correct. Agreed. Agreed. But if somebody gets into that, and say, let's not quite … When somebody gets into that, what are they really going to have access to? Maybe they only have access to that system. But it can't bleed over until your other systems like, oh, now they have access to all your shares and all your information. And maybe even your AVImark database where they actually have access to the information inside that database. Now they have credit card numbers.

Stephanie Goss:
Yeah. Well, it's not a far reach when you think about it. If you have somebody who can get into your network and they can access your video cameras. To illustrate your point, if they're seeing your video cameras and your practice has … I will raise my hand. Guilty as charged. I'm picturing the monitor in my head at my front desk as someone new was training. And they were just like, “I cannot remember the password,” and wrote it.

Stephanie Goss:
And it was posted literally at the front of top of the monitor. And if someone can access your video cameras, and now they're looking at your front desk, they're seeing the password. And to your point, if everything is on that same network and they have access to the passwords, they could get in. And just type in the password and start accessing more and more information.

Stephanie Goss:
I think we think that something like that is far-fetched and it's not going to happen to us. But you and I both know that it happens to clinics constantly. Maybe not to that degree, that someone hacks in. Maybe it's more likely that someone within the clinic or someone who has access to the building accesses some of their information. But you and I connected a few years ago over … I was working in a clinic. And we actually did have some challenges with outside coming in.

Stephanie Goss:
And we got a virus that filtrated through a few practices that I was working with. Our servers went down, and we were down for weeks. We couldn't access any our information. We had no access to AVImark. All of the systems were affected because it was virus-based. So, once it got in, it started spreading, and then other things were affected. And it was catastrophic in a lot of ways for a lot of the practices that were affected.

Stephanie Goss:
It's one of those things where I've always been comfortable with computers. I like technology and I like getting nerdy. So, it doesn't surprise me. And I have a lot of colleagues who don't like technology. And who are the ones who are like, “I got this email and I open this file.” And I'm just like, “Oh, please don't open … Who is it from? What is happening?”

Stephanie Goss:
So, I think that's the hard part about veterinary medicine is that we have a lot of practice owners and a lot of practice managers and people in general who are learning new technologies for the first time. I really believe that this is one of those times where we should be okay with not knowing what we don't know and play to our strengths. And say, if we don't understand the technology but we're using it, we have a duty to get somebody on our team to help us understand that technology. And make sure that we are playing it safe.

Stephanie Goss:
Because I will tell you, I mean, I think when it first happened, I have colleagues at another local practice who were affected by our server outage, who were still reconstructing files. And having challenges six months later. It took them six months to rebuild. They had to get a brand new server. Even then, there was challenges. I mean, we freak out if we lose power in the clinic for a couple hours on a stormy afternoon.

Stephanie Goss:
Imagine if you're faced with six months of not being able to access your AVImark mark files or your patient charts. Trying to remember, “Well, this pet was here six months ago. And I have no idea what their blood work was.” That's utter pandemonium.

Joe Axne:
It just reach havoc on your productivity. And we can't do that right now.

Stephanie Goss:
Hey, everybody, it's Stephanie. I want to jump in here for just one quick second and make sure that you know about a workshop that's coming up from the Uncharted community that you are not going to want to miss. Now, 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 a 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 8th, from 7:00 to 9:00 PM Eastern, which is 4:00 to 6:00 PM Pacific. 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.

Stephanie Goss:
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 at 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.

Joe Axne:
We know the trends. We understand it's hard to find staff. We understand this new term out there is the Great Recession. The Great Resignation of everything that's happening. People getting burned out, changing careers, all this kind of stuff. So, every business is trying to more with less right now, which you is hard. So, we have to hold this thing together technology-wise, so that you're never in that down situation.

Joe Axne:
So, there's a whole prevent model that gets you there. And there's not one thing that will protect your practice. There's not just one thing that does it. So, these PCI compliance … And really, there's now more and more clinics are coming to us and say, “Hey, we're thinking about cyber insurance. We're hearing about these clinics getting … ” The experience you went through called-

Stephanie Goss:
Ransomware.

Joe Axne:
… ransomware. So, it's malware. It's different than a virus. Virus is signature-based and it could be stopped by antivirus software. But that's not what we're blocking anymore. So, we're blocking malware, and rogue detection, and just bad actors. People that get a foothold. So, they get a foothold by phishing you with a link. Then, it installs a small piece of software on a computer that gives them backend controls.

Joe Axne:
Now they're in. Now they have a foothold. And now they're doing the traversal. Now they're looking. “Okay, how can I laterally move throughout this network? And then strategically position a complete attack, so it shuts everything down on you.” And you're held with a ransom bill that says, “Hey, pay us $8,000, $10,000. And we'll give your information back, or good luck.”

Joe Axne:
Number-one thing with that is you have to understand. You have to have visibility of what you have today. And make sure that you have the right prevention techniques in. That's a layered approach. So, that includes firewall, antivirus, web filtering, patching of the computers, like Microsoft Patching. Third-party application patching like a Java, Adobe Flash. All the third-party apps and such that go with that. So, that's that prevent.

Joe Axne:
When I say, “Antivirus,” it's really what we're considering, it's called Next-Gen AVImark. I'm going to get technical here, but it's called EDR solution, endpoint detection and response. So, the easiest way to think about this is that your clinic or hospital today, they lock their windows, lock the doors at least when they go home. Nobody's leaving the clinic unlocked that night, right?

Stephanie Goss:
Right. Yeah. Sure. Yeah.

Joe Axne:
Most clinics though, they have camera systems and even alarm systems that give them insight of what's happening in that practice, right?

Stephanie Goss:
Right.

Joe Axne:
So, the alarm system is there, say, through big, popular ones like ADP. ADT Alarm System, motion goes off. Somebody's walking through the clinic that should be walking through that clinic, it's going to set off an alarm. And get the authorities involved that need to get involved to go find out what's happening. That's what EDR is.

Joe Axne:
We got to have an understanding where you're at today. We got to make sure you have the prevention pieces that are in place. But now we have to have a way to detect and respond if that bad actor gets in. So, it's just that alarm system. So, the good EDR solutions are going to have things like, “Well, that's … ” And the ones that are being made are being obviously made by the ex-NSA folks. They're the ones that kind of put us in this situation, to be honest with you.

Joe Axne:
But we've got great relationship with these folks about what are the methods really used to start doing that? So, then now it's not signature-based anymore, but it's strange behavior that's happening. Again, technically, it's like, “Well, it loaded the script. And it accessed and it's testing its rights. Then, it also downloaded this weird network scan tool. Why would a doctor want to network stand tool on their PC? They wouldn't. So, that's the alarm. Bam, something's wrong. Now we got something to do.”

Stephanie Goss:
So, instead of being like the motion-sensor alarm physically at the clinic. And you think about, if somebody walks into your building, it's going to trip the motion sensor. The EDR technology is looking for those things that would be like motion in your practice. But on a information-technology level like, “Has something out of the ordinary been installed? Is there some new script that's running in the background that just looks weird?” Then, when something like that does pop up, then it triggers that alarm, right?

Joe Axne:
Yeah.

Stephanie Goss:
So, that somebody who … Whether it's the program that you're using, or if you use a company. And you guys do something like this. You have the ability to help practices monitor that kind of stuff. But it triggers that alarm so that somebody says, “Hey, you should look at this because this is not normal.” Am I understanding that right?

Joe Axne:
Yeah. Well, it's just like how ADP goes to another alarm company. Same thing here, it goes to a SOC, we call it. A security operation center. They review it, look at it. If they really feel that something bad's happening, then at a click of a button, they can isolate that computer. So, it can't touch anything. It can't talk to anything else. It's just, now it's back into … Like with that lap lane we had talked about, it can check in and see what's happening.

Joe Axne:
So, we've seen things get caught like somebody opened up a Microsoft attachment. We're back to macros, believe or not. I mean, macros were old-school ways to hack. But there's macros that can fire and prompt like it's trying to log into your Office 365 account. You put your credentials in. Bam, now they have your credentials. Now they have your email, you know?

Stephanie Goss:
Yeah.

Joe Axne:
Now in the meantime, it's running. But boom, we want to isolate that machine. So, it can talk back to the secure server, but that's it until we get it cleaned up. And first of all, understood. And that response is part of, understand what's really happened here. How did this initiate? How this happened. But stop it in its track before it becomes full-blown. So, 1 system down in the clinic is much better than 25 systems down in the clinic, right?

Stephanie Goss:
Yeah, absolutely. I would way rather have one piece of it out for a while than the whole thing. Because let me tell you guys, it was painful. It was so painful. Even prior to … That was probably the worst thing. But I remember a few years before that, my practice also, we were using AVImark. We actually had a system for making backups, which is another common source of challenge for practices, I think, from an IT perspective, There are a lot of …

Stephanie Goss:
We know that we probably should be backing up our data. I think a lot of us do. But there's a lot of people who don't know that, that is something that is your responsibility. I was in a practice where we did. We had a process. Every night, someone would literally sit there with the tape in the server and run the backup through AVImark. We came across a challenge.

Stephanie Goss:
We had a problem with our AVImark data, and the AVImark team was great. And were supporting us. They're like, “We need to go back to the previous version.” When we went to open, it didn't work, so we had to go back and as it turns out, we had been having problems and we didn't realize it, because we weren't testing the information regularly. And we wound up having to go back to two or three weeks before we found a version that could be restored.

Stephanie Goss:
And we had lost three weeks' worth of patient visits, and chart notes, and charges, and changes. I will tell you guys, it's one of those … It seemed so small, but I mean, again, it took us probably six months to catch up from being set back three weeks' worth of work. Because think about how many things that we do all day in the practice that involve our computer systems.

Stephanie Goss:
I mean, we're putting stuff into your PIMS all day long. Patient notes, schedule notes, chart notes, charges, all of those things. Now all of a sudden you have to recreate three weeks' worth of that while you're still trying to see patients all day long. And manage the workflow that's still coming in the door. I think a lot of us just don't think about those things because we love animals.

Stephanie Goss:
Our vets went to vet school to be vets, not to be computer people. So, I hear that and I hear it a lot. And one of the reasons I wanted to talk to you was because I think it's time for us to acknowledge, okay, we don't have to be computer people. But that doesn't give us the right to stick our heads in the sand. And just ignore it and pretend like it's not happening, because we have moved into the current millennia in terms of technology. And we're utilizing stuff left and right.

Stephanie Goss:
And it is our job to protect not only our businesses and ourselves, if we're practice owners or practice managers. But also, to protect the information that clients are sharing with us. That is legally and policy-wise … PCI is a great example of that … a duty that we have signed away when we accept credit cards that our practice, saying we are going to protect and uphold this information safety. And that responsibility gets taken seriously at some point, whether we want it to be or not.

Joe Axne:
So, yeah, so you got the awareness of what you have, the prevention, detection response. There's always recovery. So, we want to move away from the word backups. Backups is singularity and it typically means just you're backing up a subset of data. Okay, do you have backups of your pictures, right?

Stephanie Goss:
Sure.

Joe Axne:
Do you have backups … What we really want to-

Stephanie Goss:
Yeah, like my iPhone makes the backup to the cloud. I think that people get that.

Joe Axne:
Yeah. And it's automated. You know that. So, you have that iCloud. So, do I. I love it. I had to increase it because I'm using more and more space, whatever. But I want that, because I want to make sure I can always recover it. Because I have a lot of information on there. And I'd never want to go through a whole setup and redownload all my apps and stuff. It'd be a nightmare.

Joe Axne:
But yeah. It's called business continuity and disaster recovery. So, you need a business continuity plan, but you have to have disaster recovery. So, just like fire, flood, tornadoes, earthquakes, hurricanes, we can't prevent those. We're not going to prevent the natural catastrophe. It's literally impossible. It's extremely, extremely difficult. But you have to be prepared for that. You have to be prepared for the worst-case scenario.

Joe Axne:
And that includes today that a bad actor gets in. And then spreads its ransomware to every single machine and takes you down. How are you going to recover from that? So, really the question really comes down to two simple things that you need to be asking your IT folks, if you're working with folks, is, what's my RPO and RTO, we call it. So, a real-time protection option.

Joe Axne:
How often are we backing up throughout the day? That's a number you should know. So, we recommend hourly. That's where you should be. Hourly at least. We see mostly people every 24 hours. But that means, worst-case scenario, you're rolling back a full day's worth of work. Maybe two days or maybe three weeks if that backup wasn't running. So, yeah, RPL, real-time protection.

Joe Axne:
So, ask that question. How often are we backing up? And it needs to be periodically throughout the day, because more and more clinics are paper-light and utilize this technology. So, then number two is, how quickly can we get back up and running, should a failure occur? That's really important. And that's one that no one really asks until it hits. And that's not the time. It's not time to deal with fire when your house is on fire, right? We want to know before that.

Joe Axne:
And there's technology out there that does that. So, it backs up every hour and offsite replicates every hour. It can spin up every night a test to make sure it works properly. And it alerts you if it's not working properly. But it can also act as a lifeboat, we call it. So, say your server gets hit and it gets completely wiped out.

Joe Axne:
We actually have a clinic running on our lifeboat right now as we speak, on the East Coast, out of North Carolina. So, their server, in this particular case, wasn't a hack or anything. It was just servers … The age and equipment was old. We rebooted it. It didn't want to come back online, so we note the disaster-recovery plan. Hour later, bam. Less than hour, we had them up and running. Emergency gone. They're seeing patients. And they've been running for good 25 days on it. So, I think this week, yeah, it just was just [inaudible 00:37:18].

Stephanie Goss:
Wait, can we just stop for a second and think about that? Because I'm going to date myself here and tell you all how old I am. But when I started in veterinary medicine, it was literally like you ordered a server from Dell and it would take three weeks for it to show up in your clinic. Then, once it got there, you had to wait for your IT people locally to come out and plug everything back in. And set everything back up.

Stephanie Goss:
Then, you had to call AVImark and get everything reinstalled. You're talking about a four-to-six week process if your server goes down. But you just said that your server could go completely down and you have a practice back up and running within an hour. And not only that, but they can sustain that run?

Joe Axne:
Yeah. Yeah.

Stephanie Goss:
That's crazy.

Joe Axne:
We have to now because Dell servers now averaging more around 45 to 60 days to get it because of the whole change.

Stephanie Goss:
Sure, supply chain.

Joe Axne:
I had one, it took six months to do it. But yeah.

Stephanie Goss:
Oh my gosh.

Joe Axne:
You can run it and sustain it on a lifeboat. And it's a exact clone. Everything's there. It's the whole thing. It's just cloned so that there's no reinstallation of AVImark. Everything's exactly the same. So, server fails, it gets hacked, or whatever, you get put in place. And then you get back up. So, we just have this philosophy of never pay the ransom. With the right … And this technology is not cutting-edge, bleeding-edge. This is stuff that's been around for now 10 years. So, 10 years.

Joe Axne:
So, we've been riding this stuff ourselves for over eight years. So, this isn't cutting-edge, bleeding-edge type of stuff. It's affordable, but it's just one that many people don't know until they ask these questions. Because you really need to ask, “How quickly can we get back up and run and should a major issue occur?” Know that number.

Stephanie Goss:
That was going to be my question, because this is super interesting to me. So, if the technology has now been around for some time, as you and I both know that it has. And it is not expensive, especially not when you consider the grand scheme of loss of work and the labor that has to go into doing it yourself if your server goes down. We're talking about weeks to months of work.

Stephanie Goss:
Like I said, it took us six months when you … And you factor in all my extra staff time. And we worked overtime at night, reentering all of the data. That is a huge cost for practices. Why do you think more practices aren't looking at this and investing in this kind of technology, in this kind of support on an IT level? What is the barrier there?

Joe Axne:
I think the barrier is they don't know. So, that's why it goes back to that first one. You have to know. So, maybe you're not in charge of it anymore of implementing it as a practice manager. Because maybe it's outside your skillset to be able to handle as a practice manager. But you have to be in charge of it. So, we have a philosophy that somebody has to be responsible for it. But you can ask or partner with folks that responsible for implementing and ensuring that that's in place.

Joe Axne:
But the number-one reason is they don't really know the risk that they're in. So, you really have to understand that first. So, if no one's giving you insight of, say, your technology lifecycle management, like how old machines are. What do you have? Reports that are showing you a clean, concise, centralized report of all activity around your Next-Gen AV solution showing you everything that's been caught, was caught, was isolated from the web protection piece.

Joe Axne:
Because I mean, that's the number-one conversation we're having right now with folks is phishing. Phishing is on the rise. I mean, it's the number-one thing that we're seeing within security report. So, you need to be given reports, so it gives you insight. So, you can make the decisions. If you're not getting that information, you can't make that decision. I think that's the number-one reason. It's just, they don't know what they don't know.

Stephanie Goss:
So, if you're a practice manager or a practice owner who's listening this. And going, “I don't even know where to start.” You talked about two things that every practice should be able to understand and know. And if they don't, they need to ask their IT person, which is the … Tell us again … the R … the response time.

Joe Axne:
Yeah, yeah. RPO, the real-time protection option, and the RTO. So, it just goes to how often are we backing up? Then, how quickly can we get back and running? Yeah. So, those are the two questions.

Stephanie Goss:
Okay. Besides those two things, yeah, what are some of the things that they should know?

Joe Axne:
Yeah. Well, they need to look at status reports. Security-level reports. Just things that are in place. So, whoever you're working with should be working with something that's centrally controlled. And be able to report to you what activity that is catching or preventing. So, all those reports help you. And then that regular backup … So, yeah, look at those reports. And understand, have there been any problems?

Joe Axne:
By asking for the reports, it's holding the people that are responsible for protecting you or assisting you, it holds them to that level of-

Stephanie Goss:
Sure. Accountable.

Joe Axne:
… making sure that they can provide it to you. But more importantly, can they explain it to you in a easily explained manner?

Stephanie Goss:
In English.

Joe Axne:
Right, in English instead of geek speak, right?

Stephanie Goss:
Yep. In simple English.

Joe Axne:
We'll let them see what we have. And be honest and say, “Whoa, whoa, whoa, I don't understand. Re-explain that. So, there are many times that I have conversations. If I ever talk too technical, just let know. And I'll try to bring it down to more of layman's terms because … But yeah, the regular assessments and reporting on the data backup strategy. Making sure those managed data … Offsite replication's occurring.

Joe Axne:
The security and what's in place. What's being caught? What are the trends? What's happening? Again, the number-one conversation we're having right now from our web security piece is that we're catching people clicking on something. But our web security's preventing it from getting the payload. Does that make sense? So, because [inaudible 00:43:29] email.

Stephanie Goss:
Yeah, sure. So, somebody's accidentally clicking and they're not realizing.

Joe Axne:
Right. So, then now we have a conversation around, we need to really look at your email controls here. And we need to really control that centrally. In this particular case, I'll be honest, this clinic that we were showing these reports to, everybody uses personal email still. Gmail, AOL, Hotmail, Yahoo. It's like, “Let's use a domain name. Let's get everything in. Let's put the proper spam protection, phishing protection.” Then, we're also going to be adding a little bit of another layer.

Joe Axne:
And that is ethical phishing here. It's like, “We'll try to you ourselves. And if somebody gets caught, we'll provide them training to why. So, that we can help you stop this so it doesn't become an issue.” Because we're preventing it. That's great. But there may be something that could slip through. But we have other layers to help from the slip throughs. But this is an area of concern. So, just again, getting the data. Getting it understood. Looking at those reports and making informed decisions now, you know?

Stephanie Goss:
Yeah.

Joe Axne:
You're making truly informed decisions around IT security in that case, because you now have the power of proper information. That's what's key here, the proper information. Insight.

Stephanie Goss:
Yeah. I love it. I think about it in terms of, I always ask our IT person, “Can you explain it to me like on my 10-year-old? Just talk to me at that level. I need to understand it.” I think that's one of the things that I always tell my manager friends is, “Don't be afraid … Don't worry about feeling dumb because people who speak a geek speak, who have that background, it's just like us when we start talking in veterinary terms.”

Stephanie Goss:
Sometimes we find ourselves talking with clients. And we start throwing around the jargon and the big words. And clients are looking at us and it's just going right over their head. That's the same for us when we work with IT people, because we didn't go to computer science school. We didn't take programming. We don't understand the language that's being used. You really truly are talking about two different languages.

Stephanie Goss:
So, I think I tell my colleagues all the time, “There's nothing wrong with saying, ‘This is not my job. I don't understand how to do this. I need you to translate and talk to me in basic layman's terms. Because I really do want to understand it.'” And I think that's one of the best things that we could do for ourselves is to just say, “It's okay to know what we don't know.” It doesn't absolve us from really the need to figure it out. Because ignorance will only carry us so far.

Stephanie Goss:
But when we get hacked and our server's down for four months, I don't want to be in the boat of feeling then really crappy that I didn't know what I didn't know, you know?

Joe Axne:
Yeah. That's not the time to … Time to have those conversations ahead of time. And then yeah, I agree. I just was at an IT conference, because we stay up on professional development, trends, and what we're seeing. And even some of these folks, my peers, they'll talk with everybody. I was like, “I don't understand what you're saying. You need to … ” I'll say the same thing.

Joe Axne:
Because literally, they'll sling some acronyms around. I'm like, “I don't know. Okay, you got to help me [inaudible 00:46:57].” But it's okay. And you're right. You can't … Then, once you understand that, “Okay. Okay. Oh yeah. Okay. That makes sense now.” But right. Making informed decisions on what you have, that's what's key. And assuring that you're aligning to some type of standards.

Joe Axne:
So, that's another big key that you really want to make sure that your IT folks you're working with, they have some type of standard that they're shooting at. So, that's, in our case, standard operating system, like Windows 10. That's what we want. We don't want to see Windows 7 or XP. And you can't see that Windows 7 bad, XP worse. 7's just as bad. But I mean, you want-

Stephanie Goss:
I'm laughing because my practice was the practice with the computers still on XP. It's that legacy system that you can't get them to retire.

Joe Axne:
Because they don't patch. Microsoft doesn't patch anymore. You know what? The hackers that. They have the vulnerabilities there. So, all it takes is you going … Your endpoint into that endpoint. So, it's kind of strange. The new endpoint isn't the machine anymore. It's like, what's running on the machine? So, it's the browser is the … So, that browser's not even being updated.

Joe Axne:
So, these hackers know that. Then, so they know the vulnerabilities to get in. So, you're low-hanging fruit in that case. You're easily picked off. You don't want to be that low-hanging fruit. There is no 100% secure, but you just got to position yourself way up there. Again, there's no 100%. But the majority of people out there are going to pick off the low-hanging fruit ones, because it's lot easier than having go through hoops and ladder to get where they need to go. But yeah, I mean-

Stephanie Goss:
Sure. Well, it's the path of least resistance.

Joe Axne:
… what we talked about today is really 2022 type of standards. 2020 standards would be you have to understand what you have. You have to understand the trends or what's happening. And got to get insight and glean into that. That's going to help you make the informed decisions.

Stephanie Goss:
Well, the whole reason I wanted to have this conversation with you was because I'm hoping that there are a lot of our listeners out there who are listening and actually going, “I don't understand any of this. But I'm now a little nervous because I feel like my practice is … ” I don't know what I don't know. And I'm hoping that people are like, “Now I can educate.”

Stephanie Goss:
And I would love to see us as a industry, as a whole, investing more time and energy into having some basic conversations. Because we can't give ourselves technology and tools. And think about just how many things we've added technologies-wise into our systems, into our everyday lives, over the last two and a half years. If something goes wrong and all of that stops working overnight, think about how many of us would be in a panic.

Stephanie Goss:
It's scary to think about. But I think it's really important as a manager, as a leader, as a practice owner to think about, okay, this is a part where I raise my hand and say 1-800 phone a friend. Because I don't understand this, so where do I start? So, if we have people who are listening or who are feeling that panic. And want to reach out to you, or who have questions about, “Where can I educate myself? How do I get more information about this?” Where can people find you?

Joe Axne:
Sure. Just the web's easiest, itguru.vet. So, I-T-G-U-R-U.vet. We're an IT company. All we is focus on vet clinics and hospitals. So, we standards of care developed that when we align the standards of care, one, you're going to have less issues. Two, when you have issues, we'll fix them really quick. There's Schedule a Consult and Contact Us forms on our website.

Joe Axne:
The Schedule a Consult's the easiest way. It has a link directly to my calendar and allows you to book some time to just chat. Let's just take a 10-, 15-minute chat. Let's understand who you are. What type of practice you're. What your concerns are. Then, from there, if it makes sense, we can do an IT assessment or a security assessment. And yeah, take it from there. So, let's just chat.

Joe Axne:
See what's keeping you up at night around this. If there's certain thing, or if there's a certain problem that you've been through that you never want to be through, again, we can help you through that. But we're helping clinics one at a time, just get them educated on what they have. That's the best thing.

Joe Axne:
Once you have that information, think about … It's like, diagnostic in labs. Now can now give you the proper treatment plan. So, we got to do the diagnostic in labs.

Stephanie Goss:
That's one of the things that I love about chatting with you. I promise, you guys, it's painless to have a conversation with Joe. Your whole team is fantastic. But I think if you do nothing but get some more information out of the conversation. And figure out, where do you even start? Because I remember after you and I had the first conversation, I went back to my practice. And I was super fired up after that VHMA.

Stephanie Goss:
And I was like, “We need to look at overhauling our system.” And my practice owners were like, “No.” And I was like, “Okay. But really we should think about this.” They were like, “We can't deal with this right now. We don't have time to look at all of this.” But for me, it was eyeopening to just start to think about, where are we? And that initial conversation with you gave me that little bit of knowledge to say, “Okay, I need to educate myself more.” So, that when I did a little bit more digging and I understood, I could point out very specific things that were at risk.

Stephanie Goss:
And when I brought those to my practice owners and I said, “Hey, guys. We're storing the client's credit card information in the Notes section in AVImark. And this is not encrypted. It is not password secured. We are also using credit card processor. We're bound by PCI compliance. If we don't start storing the numbers through that, and a client information gets out, then this is what the potential penalties would be.”

Stephanie Goss:
And I just had a conversation like that in one of our one-on-ones with them. And they were just like, “We had no idea. Please sign us … Fix it. Do whatever needs to get done. Get it fixed.” And it became, again, a path least resistance. But we're not going to know what we don't know until we start the conversation.

Stephanie Goss:
So, if you're listening, you're like, “I have no idea where to start, but I also am not sure that my practice owner is going to go all in on the idea of making radical changes.” Or if you're a practice owner who's like, “I can't possibly afford this,” I think is worth having a conversation. And just starting to get some basic knowledge and having a starting point.

Joe Axne:
Yeah. Everybody that's listening to this, just mentioned this call. We'll do this free at no cost. No cost. No obligation to buy anything. It's our-

Stephanie Goss:
Joe is about educating.

Joe Axne:
It is. It's all about education. And we're doing it one practice at a time right now. It's a lot of them. Hundreds of them. But we're there to help you. And one thing that I always promise folks is I'm not going to be that pesky sales guy that just … I have those guys that call me every single week, that's trying to sell me something. And I always see the number come up. I'm like, “I'm not going to do that.”

Joe Axne:
So, it's, “Hey, here's what we found on the diagnostic and the labs. Here's a proper treatment plan. If it makes sense, let's do it. If doesn't, you're not going to hurt our feelings.” But you're going to walk away knowing everything about your specific environment that you need to make informed decisions on. So, take advantage of that because it's well worth it.

Stephanie Goss:
I love it.

Joe Axne:
Well worth it.

Stephanie Goss:
Thank you so much for having this conversation with me today, Joe. This was so, so fun. I hope that it feels helpful to those of you who are listening. And we will drop the link to I.T. Guru in the show notes for all of you. Thank you so much for your time and for joining me today, Joe. I really had fun.

Joe Axne:
I appreciate it. Thank you for having me. Appreciate it. Thanks, Stephanie.

Stephanie Goss:
Take care, everybody. Have a great week. 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 Dustin Bays · Categorized: Blog, Podcast

May 11 2022

Is My Doctor Afraid of Animals?

Uncharted Veterinary Podcast Episode 177 Cover Image

This Week on the Uncharted Podcast…

A veterinarian who seems afraid of their patients… is it possible? This week on the podcast, Dr. Andy Roark and Stephanie Goss are tackling a letter from the mailbag, asking for some input on a veterinarian in their practice who seems to struggle with aggressive patients. The team and clients have complained about how this doctor interacts with and handles pets. Andy and Stephanie share some of their experiences on both sides of this coin – let's get into this…

Uncharted Veterinary Podcast · UVP 177 Is My Doctor Afraid Of Animals?
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You can also listen to the episode on Apple Podcasts, Spotify, Google Podcasts, or wherever you get your podcasts.

Thank you to our sponsors! To learn more about this week's sponsor, GuardianVets, check out their website HERE.

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

Upcoming Events

May 21: Retain Your Team: Speak the Languages of Appreciation in Your Workplace

You can be the leader of a happier, more satisfied team, and it starts with understanding how each person in your practice feels the most valued.

Join us as we discuss the languages of appreciation and how they can help you motivate, train and retain your staff in this 2-hour, LIVE workshop.

June 8: Creating Content That Clients Crave

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.

All Upcoming Events

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. So this week on the podcast, Andy and I are tackling a very simple question that doesn't have such a simple answer. We got an email from a lead veterinarian at a fairly large hospital who was asking, “Do I have a doctor on my team who is afraid of our patients?” This is something that I am really excited to talk through with Andy and with you all, because it's something that I've been on both sides of this discussion for. I have gone through having a veterinarian on my team who is nervous or anxious around aggressive patients, and I've also been the technician to have some fears of my own. I share that, and Andy and I get into it and more on this episode. So let's get into this, shall we?

Meg:
And now, the Uncharted podcast.

Dr. Andy Roark:
And we are back. It's me, Dr. Andy Roark, and the one and only Stephanie “Kitty's Got Claws” Goss.

Stephanie Goss:
I like that one.

Dr. Andy Roark:
It's a good one.

Stephanie Goss:
How's it going, Andy Roark?

Dr. Andy Roark:
It is good. You and I had a big week and a busy week working with a group of about 75 doctors.

Stephanie Goss:
Yes.

Dr. Andy Roark:
And talking to them about leadership and managing people and running hospitals, and we worked with them for a couple of consecutive days.

Stephanie Goss:
Yes.

Dr. Andy Roark:
And then we're going to talk with them every two weeks for about the next eight months.

Stephanie Goss:
I know.

Dr. Andy Roark:
And man, this is Uncharted next-level stuff. I love working with groups like this. Boy, we are building communities inside of other organizations and really getting people support and teaching them stuff and having them work on their own issues and challenges together. This is the future.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
We're living in the year 3000.

Stephanie Goss:
It is so much fun. This is not our first time with this company. We had another group of doctors like this last year, and that group was pure joy. It was our first time working with them and we had so much fun.

Stephanie Goss:
And I was a little bit nervous about starting this program because I thought last year was so amazing. How can we top that? And I have to say that this new group, they rose to the challenge. These people are amazing, and I am so looking forward to spending the time with them this year.

Stephanie Goss:
I think you're spot on. This is so fun. It's something totally different for you and I. I love getting into the weeds about what their individual specific challenges are in their practices. This is the kind of stuff that really fills my cup, and so I am really looking forward to it. It is going to be a fun year.

Dr. Andy Roark:
Yeah. One of the analogies that I think about in leadership… And so bear with me here for a second, because it's going to seem really weird. For a long time, I was a big college sports fan, football and basketball especially. I love college football and college basketball. And one of the things that made those sports so exciting for me was that, at that level, momentum is a huge factor.

Stephanie Goss:
Sure.

Dr. Andy Roark:
And I think a lot of it is because you're dealing with younger people, but also they care a lot. These are college athletes. And so momentum was a huge thing. And so you would see games that would just shift as one team gets excited and gets momentum and the other team feels down.

Stephanie Goss:
Yes.

Dr. Andy Roark:
And you could see huge upsets because the lower-ranked or the lesser-experienced team would start to win and they would get fired up, and the other team would get scared or demoralized and fall off. And I bring that up because that was a driving force in college sports, and I always thought it's fascinating.

Dr. Andy Roark:
But Stephanie, I have really come to believe that that phenomena is true in leadership.

Stephanie Goss:
Sure.

Dr. Andy Roark:
And it is something that I've always, again and again and again in my career, I have found it to be absolutely the case of if you can generate momentum, if you can make your team feel excited and feel good, they will perform. And when they perform, if you add to the momentum, you do the wave by yourself. You are a one-person cheering section and you share positive comments from clients, and you celebrate them, and you thank them individually and you tell them what winners they are, you can make them believe that they are winners. And then, when the next challenge comes, they step up.

Dr. Andy Roark:
And I will tell you, this is the power of culture. And a lot of people say, “Oh, culture, culture.” And a lot of it is momentum of we jumped in and we created a positive experience and we made people feel good, and then we hired more people.

Dr. Andy Roark:
And that's the beautiful part. You have this culture. You have this positive experience or atmosphere, and then you add more people to it, and those people just get swept up in it. They're like, “I guess we're doing this.”

Stephanie Goss:
Right.

Dr. Andy Roark:
And so often when we have people who are saying, “We're dealing with negativity in our practice,” and things like that, a lot of times it's because they- and they don't have any momentum, right? That's it.

Stephanie Goss:
Sure.

Dr. Andy Roark:
Everyone is neutral, and you've got some negative people. And it's starting to roll the boulder on flat ground. And you go, “This is all effort.” But if you can get some wins on the board, if you can show people what is good and what is ahead, if you can get them to believe a little bit, then everything is easier. And then you make them believe some more, and you show them some more good things, and you show them what the practice can be when we get along, and they'll continue to improve. And often times you can run the person who's determined to be negative. They'll just be like, “I don't like it here anymore.” And I'm like, “Good.”

Stephanie Goss:
Good.

Dr. Andy Roark:
Good.

Stephanie Goss:
See you later.

Dr. Andy Roark:
And they'll leave. But anyway, I bring that up because the group that we were working with, as we had worked with this other group and it had gone so well.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
And on the first day of bringing in this new group and working with them, it was obvious. They had talked to the first group and they were like, “We're here for this.”

Stephanie Goss:
Right.

Dr. Andy Roark:
And as a result, they threw themselves into it and it was massively successful and much better than we could have ever made it be if you and I had to do all the heavy lifting. They came as active participants. And again, I use this as a teaching analogy for everybody and everything, get a group of people in your practice and get some wins on the board.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
And it doesn't have to be everybody. If you have a great CSR group, there's nothing wrong with working with the CSRs and doing some stuff with them and getting some wins and making some changes, and then taking what you've done with the CSRs to the other group and saying, “We've been doing this up front and we figured a lot of things out and they're excited about it, and you guys have started to see this working. I'm going to share this with you guys now.” And you can sweep people a lot of times up in enthusiasm and get them on board because you've already got momentum.

Dr. Andy Roark:
And so anyway, that was just the lesson that was in my mind, if I was thinking, why did this go so well?

Stephanie Goss:
Yeah.

Dr. Andy Roark:
And it went so well because we'd already won.

Stephanie Goss:
Right.

Dr. Andy Roark:
We'd already won. We'd already put a lot of points on the board. And people had a lot of fun.

Stephanie Goss:
Yes.

Dr. Andy Roark:
And so bringing in new people, they were like, “I'm ready to have fun. I'm ready to put points on the board.” And man, they went to work. And then it's a self-fulfilling prophecy.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
Like that's the thing is they showed up ready to kick butt and, surprise surprise, they kicked butt.

Stephanie Goss:
They kicked butt.

Dr. Andy Roark:
Yeah. It's confirmation bias. They believed that it was going to be awesome, and so they acted in a way that would make it awesome, and then it was awesome.

Stephanie Goss:
Yeah. It's so true, and it's such a great example. It's going to be a good year. It's certainly been a good week, that is for sure.

Dr. Andy Roark:
Going to be a good year, yeah.

Stephanie Goss:
Everybody's like, “Where is this going?” And it is not going towards the episode.

Dr. Andy Roark:
That was it. That was the stand-alone. That was a free mini episode inside the larger episode.

Stephanie Goss:
We're just telling you guys about our week.

Dr. Andy Roark:
It's like when you watch a Pixar movie and they have the cartoon at the beginning.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
That's like four minutes long.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
That's not connected to the other thing. It's like the squirrel chasing the acorn through the Arctic. That's what you just got right there.

Stephanie Goss:
I can already see Dustin, our editor, coming up with ideas for how he's going to attach a cartoon to this.

Dr. Andy Roark:
Yeah. I see Dustin our editor going, “I know seven minutes that I can cut right now.”

Stephanie Goss:
Okay. Reigning it in.

Dr. Andy Roark:
All right. All right, here we go. Here we go, back on track.

Stephanie Goss:
We have got a good one for everyone this week. I think I'm excited about this. We got a mailbag question that was a little bit different than the ones we normally got. And at first I thought, I don't know if our podcast is the right place to talk about this. And I honestly thought maybe this is a good one for the Cone of Shame podcast. But the more I thought about it, I thought, “No, I'm interested in this. I certainly have seen this.” So I'm excited to talk about it.

Stephanie Goss:
So our mailbag question is that: I'm the lead veterinarian at a fairly large hospital. I have one doctor on the team that I'm consistently receiving complaints from staff and clients in regards to how this doctor is dealing with animals. They basically seem scared to death of them if they look at the doctor wrong. They are an amazing, intelligent doctor, and so our lead vet is struggling with how do I deal with this? This doctor has been through fear-free training. So, specifics that they gave us generally, when they're talking to owners about their concerns regarding their pets, they're using words like “extremely aggressive” and they are making the technicians manhandle them and definitely not use their fear-free or low-stress handling techniques because it makes them feel more comfortable, I'm assuming.

Stephanie Goss:
This doctor usually is not the one helping or assisting with any of the treatments. And so our lead vet says, “I find myself sometimes watching in horror, or I end up just jumping in and assisting the technicians and assistants myself to get things done. Is there some guidance for this situation? Should I be telling my team to avoid scheduling known anxious, worried, fearful, aggressive animals with this doctor?” And I thought this was such a good one.

Dr. Andy Roark:
That's a great one. Yeah, I love this question. And this is real life. I guess I see this behavior, but to [inaudible 00:11:03] I really love about this is you can take fear of pets and replace it with any unacceptable behavior-

Stephanie Goss:
Sure.

Dr. Andy Roark:
-that comes from a place of fear or insecurity.

Stephanie Goss:
Yes. Yep.

Dr. Andy Roark:
The steps that we're going to use here- The point that I really want to make in this whole podcast, and I'll make it right now right up front, is yeah, we are going to approach this in a very logical, strategic, matter-of-fact, behavioral change way. And it doesn't really matter what the behavior is. And that's what I kind of want to lay down. And so when we say, “Is this an Uncharted podcast? ‘Cause this is more animal handling.”

Dr. Andy Roark:
I'm like, “No, it's not. It's a behavior change.” A doctor is exhibiting a behavior that the staff and clients are complaining about, and we need to address that behavior. And so I think this is going to be a really useful podcast, even though at first blush, it may sound kind of niche. First of all, I think it's much more common than people think it is. I would be really curious to hear from the audience. Do you see this in your practice? ‘Cause I've seen it a number of times. And so first of all, I wonder how common it is. And part two is this is a coaching behavioral change podcast. And man, this is the Swiss army knife of podcasts.

Stephanie Goss:
It's so funny because, as usual, you and I are thinking the same way. Sometimes it's scary how much in each other's heads we can be, because I had the same thoughts. When I was thinking about, okay, what is this? Well really at the end of the day, we have to do our jobs, and taking care of animals is part of our job. And there are different ways that we can approach that, and different things that we can try in terms of coaching behavior and changing behavior, like you mentioned, but our jobs involve animals who we know aren't always calm and gentle and comfortable with us, and fear is a powerful thing on both sides, on the animal side and on our side. And so for me, it was like, “Look, we know that fear could get us hurt when we're working with our patients, if they sense it.”

Stephanie Goss:
And we also know that lack of respect or caution on our part can get our team hurt. And so there's concern on both sides. So we've got to find the middle ground, because this person is a veterinarian and we have to help them do their job. So I thought very much the same way. So I'm excited to talk about this and I agree with you. When I read it, the reason I was interested in it was because I went through this with one of my veterinarians at my practice. And it is hard because I will tell you, I felt stumped at first as a manager. This is kind of our job. What do you mean you're afraid? You know? I was at a loss for how do I approach this? So I think this one's going to be fun. So should we start with our head space as we do?

Dr. Andy Roark:
Yeah, sure. Always. Yeah, always. All right. So first let's just get real basic head space. Start with empathy.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
Start with compassion. Start with kindness. Getting angry at someone who is afraid, or who is frustrated, or is anxious, that is counterproductive. You know? Yeah. Getting frustrated with this person is not going to be helpful. And if you are frustrated, which you could be because you're getting complaints from the staff and now a client's complaining and you have to call them, it'd be really easy to be like, “This has to stop, and you need to suck it up and you need to do your job.” And that is a human emotion to feel. Yeah, that's very understandable. Do not communicate that, please. Just take that home and sit with it, and try to breathe through it and empathize and say, “This is a good person, and they are struggling.”

Dr. Andy Roark:
We all struggle with certain things about practice and our professional- None of us are perfect. We're all flawed human beings. And so they're struggling with a thing, and I just want to try to be forgiving of that because I also have things that I struggle with. Everybody's got their thing. The other thing is to seek first to understand. It's easy to make assumptions about why people behave the way that they do. And one, I want to validate that that assumption is correct. Are they making assumptions about pets that aren't true? You know what I mean? Are they really afraid of pets that they should not be afraid of? Or are they actually seeing things and they just disagree? We've all had pet owners who were like, “How dare you muscle my dog.”

Stephanie Goss:
Right?

Dr. Andy Roark:
And their dog is literally lunging-

Stephanie Goss:
Right.

Dr. Andy Roark:
-and snapping at people. You got to be kidding me. I know you think Fluffy is wonderful. I'm looking at bared teeth, and I do this all day every day and I'm not risking my face, or my hands, or my technician's personal safety so that you get to keep telling yourself your dog doesn't need a muzzle. I'm not going to do it.

Stephanie Goss:
Right.

Dr. Andy Roark:
There's balance here. Let's go, “Okay, well, what is real?” And the other thing is, and seek first to understand, man, there are people who have had real experiences that if you had them, it would change the way that you think.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
You know? You and I both know a RVT who got bitten by a cat in her job, and then she had anaphylactic reaction to the antibiotics that she got to treat it. And ultimately, she ended up not being able to work on the floor anymore. It was career-ending for her.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
And she works in a different part of vet medicine now, but that was it for her.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
And you go, “Man, that sits in the back of my mind sometimes,” of hey, you never know what's going to happen.

Stephanie Goss:
Oh yeah.

Dr. Andy Roark:
And so getting bitten is not a thing to blow off. I mean, I have friends with permanent nerve damage in hands from dog bites or cat bites. I have friends with facial scars.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
I have a friend who was, I think it was a cat, a cat bit her right on the lip. This is recently. And she's going to go to the plastic surgeon, and get it put back together. This is not something to blow off.

Dr. Andy Roark:
So again, let's put that in our minds and be like, “Hey,” empathy, seek first to understand what's going on and what's driving this person. What are their actual concerns, and let's start to dig into this. If you think, “This person just won't, they're not doing their job,” that is a blunt statement that is not productive. I can't work with that. That doesn't give me any nuance, any room for collaboration, any room to work with the person on their behaviors. I don't know where to begin training on that. I don't know how to address their concerns because I don't know what their real concerns are.

Stephanie Goss:
Right.

Dr. Andy Roark:
That is a dead-end mindset. And so get curious and get empathetic, and have this conversation because you want to help this person. And so that's my opening head space position.

Stephanie Goss:
Yeah. I was thinking very much the same in terms of the “have empathy for me”. It was also about assuming good intent, and really when you said it, “have empathy”, I agree with that. More than make sure that you're controlling your response outwardly, I think it's about asking yourself some questions like, could you understand where this could be a concern? Because a lot of times it's not that you're outwardly going, “Oh my God, this person is awful.” And I didn't get that sense here at all from our mailbag writer. I got the sense that they were just like, “I kind of don't know how to relate to this, so I don't know what to do with it,” which I imagine is the case for a lot of people.

Stephanie Goss:
And so for me, it's about this person. I truly believe no one becomes a veterinarian if they don't love animals. I don't know how you could, to some degree. And so for me, it's about assuming good intent. This person is clearly here for a reason, because they want to be. And so my job as the leader is to ask different questions. And so for me, the head space is about, I agree a hundred percent, having empathy and leaning into, okay, “What could be some reasons why this person could be afraid or concerned or worried about the behavior?” To your point, I totally understand that, and I will say that this episode is hard for me because I've been there on both sides.

Stephanie Goss:
I've been the manager who has worked with a doctor who genuinely was afraid of a certain type of patient and had to work through that. And I've also been the technician, and I'm going to out myself here, I've been the technician very early in my career taking x-rays with another very competent qualified technician with a canine patient. It was a really sweet, old golden retriever. We had it on its back on the x-ray table. It was when we had film x-rays, so the x-ray room is totally dark. And my other technician screams and I flip on the lights, and their whole face and neck is bleeding because the dog got painful and snapped her right in the face. And it scared the hell out of me.

Stephanie Goss:
And I will tell you that I was then the technician where, for a really long period of time, I would not want to work with golden patients without a muzzle on because it caught me so by surprise. Because we think generally they're so sweet and happy, right? And this patient had been no exception to that, super sweet, but it was just one of those fluke things. But it evoked a response in me that was something that I couldn't control.

Dr. Andy Roark:
Yeah.

Stephanie Goss:
And I remember having other technicians and other teammates be like, “Are you kidding me? I'm not going to put a muscle on this patient. It's totally fine.” But it made me very, very nervous because of something that I had experienced. And so a lot of what we're going to talk about, I was thinking, I could put myself in someone's shoes. I could understand where they could be nervous or worried because maybe they have had an experience. And so for me, it's about how do we think about putting ourselves in somebody else's shoes?

Stephanie Goss:
And so we get to the action points. One of the things is you got to have a conversation about, “Did something happen?” Have they had that experience? Because let me tell you, when I would share with other technicians, particularly when I left that practice or we had people come in who weren't there when it happened, and I shared that experience, there was an immediate empathetic response of, “Oh my gosh, I totally understand that.”

Stephanie Goss:
And we could work together to find middle ground, but until that information was shared, I had other people judging me. And they were just like, “Why? You're such a bad technician. You're such a bad restrainer that you couldn't work with a golden retriever without putting a muzzle on it?” That wasn't the case at all. But it was a hard thing to go through. And so I think when we, when we talk about finding the empathy, I think it's really important in terms of starting at the beginning and asking what happened. And so that really is an action step here, but I think your point about empathy is spot on there.

Dr. Andy Roark:
Well, I think you take me to the second point that I want to make too, which is when we start to have this conversation, commonality is key, right? I don't want this person to feel like they're a freak in vet medicine. I know that's a strong word, but it is how I don't want them to feel. I don't want them to feel like, “Oh, you're the weirdo who's afraid of pets.” I think that your experience is not uncommon.

Stephanie Goss:
Yep.

Dr. Andy Roark:
Also imagine how the team looked at that and they're like, “Stephanie's putting muzzles on all the golden retrievers? This is bonkers.” But when you tell that story-

Stephanie Goss:
True story.

Dr. Andy Roark:
I understand how that would affect you.

Stephanie Goss:
Yes.

Dr. Andy Roark:
Again, I think it's part of the human experience. I will share for myself, I've never been super comfortable with horses.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
I don't run screaming from the paddock, but I didn't grow up with horses. I never planned to practice on horses. I was like, “Hey, vet school, I'll sign a waiver that says I'm not going to touch a horse. And then you just let me go do more small animal courses and I'll be pumped.” And they did not go for it.

Stephanie Goss:
They were like, no, actually you get the first rotation. Here you go.

Dr. Andy Roark:
Oh, totally. But I have these thoughts too, because when I took a job years ago and they were like, “Hey, we take call because we have a mixed animal component.” And they're like, “You won't see horses or mixed animal stuff during the day, but if you have to take call, you're going to have to go see that stuff.” And I thought, man, I have to brush up on it. It's just not something that I'm comfortable with. And I know the clients would've noticed that. And so I just said this is-

Stephanie Goss:
Not the right thing.

Dr. Andy Roark:
You need to know that this is not in my repertoire and it's not something I'm going to be comfortable doing.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
But anyway, I put that forward because having these conversations, this goes back to empathy, is can you think of a time when something happened to you or an experience when you were uncomfortable? That's going to help you get into a good head space to talk to this person. And even if you've never felt that way, just the stories I told earlier of my friend having permanent nerve damage or my other friend having an anaphylactic reaction to the antibiotics from a cat bite and then having it end her career on the floor, those things are good to get in your head. So again, just empathize, seek to understand, look for commonality because that's how we're going to connect to this person and make them not feel judged and outcast.

Dr. Andy Roark:
And because when I come to them and say, “Hey, we need to talk about something,” and I want to hear where you're coming from. I need to understand what's going on. And I get it, and I can see that. And I'm not dismissing you as you're doing something that's ridiculous, I can't abide by. I think you and I need to get into a spot of this is human behavior. And I'm curious as to where it came from and why you feel it. The other thing I think that we need to figure out is why is this true? So here's the hard thing with this case is that when the staff says, “The doctor seems afraid of these patients, and the clients say the doctor seems afraid of these patients,” if I go to the doctor and say, “Hey, why are you afraid of patients?” What are they going to say?

Stephanie Goss:
“I'm not.”

Dr. Andy Roark:
“I'm not afraid of those patients. I'm just being cautious and keeping people safe.” And that's an argument you can't win, because being afraid of patients is completely subjective.

Stephanie Goss:
Yes, yes.

Dr. Andy Roark:
And you can't do it. And so talking to them about being afraid, that's a challenging thing, which is why we're going to have to build empathy and trust.

Stephanie Goss:
Yes.

Dr. Andy Roark:
Because you're not going to be able to prove that they're afraid of patients because only they know-

Stephanie Goss:
Right.

Dr. Andy Roark:
-if they're afraid, and they may be in denial about it.

Stephanie Goss:
Yes. Yeah, I think the last thing for head space, for me, which ties directly to then starting to have that conversation, is I think you have to be able to be honest and also be vulnerable yourself. And what I mean by that is if you were looking at this other person and you were thinking, “I don't understand why you're putting the muzzle on every golden retriever,” you have to be willing to be vulnerable and honest and say something when it comes to having the conversation, something along the lines of “I care about you and I want to make sure that you feel comfortable here at work. These are some things that I've noticed and they seem unique to you. And so I want to understand more.” When I say being honest and vulnerable, it means you can share that you may not understand or that there are things that you are worried about in a way that doesn't feel like you are attacking them.

Stephanie Goss:
Like you said so well, it's like if you say, “I think the way you're acting makes it seem like you're afraid of animals to the client,” they absolutely can and should, as a veterinarian who is responsible for protecting their team, there should be some part of them that is thinking “I want to be safe with all of my patients.” Right? And so you can't argue that safety side of it. But if you can be honest and you can be vulnerable with them and share, even if you don't understand, I think that's going to go a long way to helping have the conversations that you need to have in order to unlock this and start to do some problem solving.

Dr. Andy Roark:
Yeah, I agree. I got a couple other things that are related to that, but I'll lay them down when we start talking about action steps.

Stephanie Goss:
Okay. That sounds good. Should we take a break here and then get into how we tackle this?

Dr. Andy Roark:
Yeah.

Dr. Andy Roark:
Hey, Stephanie Goss, you got a second to talk about Guardian Vets?

Stephanie Goss:
Yeah, what do you want to talk about?

Dr. Andy Roark:
Man, I hear from people all the time that are overwhelmed because the phones never stop ringing, and I'm sure you hear from these people as well. “Our caseload is blowing up and the doctors are busy, and the phones just don't stop.”

Stephanie Goss:
They never stop. That is a true story.

Dr. Andy Roark:
I'm amazed by how few veterinarians know about Guardian Vets. This is a service where you have registered technicians who can jump in virtually and help you on the phones. You can flip the switch and Guardian Vets can jump in and take some of the load off the front desk, and they can handle your clients and get them booked for your appointments and give them support, and it really is a godsend.

Stephanie Goss:
Pre-pandemic, it was amazing to me how many people hadn't heard about it for after-hours call help. But at this point, I can't believe how many people don't realize that they are offering help during the daytime as well, which I would think right now is a huge benefit to practices because everybody is shorthanded. Everybody is drowning in phone calls. And so we talk about it. We've talked about Guardian Vets a lot on the podcast, and every time we do, we always get somebody who says, “What is that?”

Dr. Andy Roark:
Guys, if you're not familiar with Guardian Vets, if you think that you could use them help on the phones or up at the front desk, check them out. It's guardianvets.com. And if you mention our podcast, me and Stephanie Goss, you get a month free. So check it out, guardianvets.com.

Stephanie Goss:
Two workshops coming at you from our dear friend, Dr. Tracy Sands. Tracy is passionate about amazing teams, building a intentional culture of appreciation, and that is exactly what she is going to talk to us about. She is leading the first workshop May 21st and it is “Retain your team: speak the languages of appreciation in your workplace.” She's going to talk to us and work with us on how to learn about the languages of appreciation, but also talk about how do they influence our team and clinic cultures. That is happening May 21st at 2pm Eastern, that's 11am here on the west coast. It is $99. You can participate if you are not an Uncharted member. And if you are an Uncharted member already, it's free as always.

Stephanie Goss:
And part two is happening in June. It is June 25th. It is also a two-hour workshop, also $99 for our non-members and free to our members. And it is “Be a part of a happier team: strategies to build an appreciation culture in your practice.” So this is going to be an even more in-depth look at workplace appreciation, but the actual practical how do we apply it in our practices. To find out more, head on over to the website at unchartedvet.com.

Dr. Andy Roark:
All right, well, let's talk about how we start to tackle this and have this conversation. Okay?

Stephanie Goss:
Do it. Yep.

Dr. Andy Roark:
Perfect. And to no one's surprise, the first thing that I'm going to talk about is expectations and clear communication.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
And that goes back to what we talked about before about I don't want to pull a doctor in and say, “Hey, you're afraid of pets.” That's not the conversation that I want to have because I can't prove it and it's unspecific, and it leads immediately to debate about fear.

Stephanie Goss:
Right.

Dr. Andy Roark:
And a lot of people were raised with the mindset that being afraid is to be cowardly. You know what I mean? There are societal or cultural stereotypes and norms around fear. I grew up in rural North Carolina. And if you called me afraid, when I was 15, 14, 12 years old, I would negatively react to that.

Stephanie Goss:
Sure.

Dr. Andy Roark:
Even if it was true, I would a hundred percent tell you it wasn't. And that's a cultural thing, and so everybody's different with that. Talking about being afraid of pets is an unproductive conversation.

Stephanie Goss:
Yep.

Dr. Andy Roark:
Period, full stop. And so the first thing we laid on action steps is speak in specifics.

Stephanie Goss:
Yes.

Dr. Andy Roark:
What are clients complaining about? What is the staff concerned about? So in the example you gave about the golden retriever, it's not about “Stephanie's afraid of golden retrievers.” It's “Stephanie muzzles every golden retriever patient that comes in, and the rest of the staff-” and I'm not going to say they hate it, or they are upset about it. I'm going to say “they don't understand.” And I feel like that is true.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
And that is not judgmental.

Stephanie Goss:
Sure.

Dr. Andy Roark:
And this is not a disciplinary conversation, but, “Hey, I have heard from a number of people that you muzzle every golden retriever that comes in and some people don't understand, and they're trying to process that and they worry about the stress that the muzzle causes.”

Dr. Andy Roark:
And so let me ask you about that. Does that ring true in your ears or do you think that's a valid thought that other people are putting forward? And that is how I'm going to open this up very softly, very broadly, but I'm not going to talk to you about being afraid. I'm going to talk to you about the behavior. Hey, and you see this a lot. A lot of people who are afraid of cats are cat scruffers. They handle cats aggressively. They grab the cats.

Stephanie Goss:
Yes.

Dr. Andy Roark:
Things like that. And people who are cat people do not like that, and rightfully so.

Stephanie Goss:
Yes.

Dr. Andy Roark:
And what I hear a lot is, “This person doesn't care about low-stress handling. They don't like cats. They hate cats. They're mean to cats. They're untrained.” The truth is, they're afraid.

Stephanie Goss:
Right.

Dr. Andy Roark:
And that is a vulnerable thought to have, is, “I'm doing this because I'm afraid of cats and I need to work through this.” But that is true. That's the conversation to have is not, “Hey, you are man-handling cats. You are being rough with cats.” It's, “Hey, people don't understand the level of control that you are taking. Help me understand what your process is and what your thought process is when you deal with these patients.”

Stephanie Goss:
Yep.

Dr. Andy Roark:
And I'm just trying to get into your head. Is it a lack of knowledge? ‘Cause a lot of people are like, “Clearly this person hasn't been trained,” and I go, “I bet they have been trained, but I bet that they're afraid and they're not messing around.” At some point we do have to deal with that, and we're going to come back around to what that looks like in a bit.

Stephanie Goss:
Yeah. No, I agree. I have been thinking, not only do you have to be specific, but also I think it's really important to have it be recent examples. When it comes to feedback, nothing puts people more immediately on the defense than giving them an example that happened far in the past. Right?

Dr. Andy Roark:
Right.

Stephanie Goss:
It's one thing if you say, “Hey, I got a call from Mrs. Jones who was here on Monday and she said this was how you reacted in the room. Can you tell me more about what was going on? Because I really want to understand,” right? That feels radically different than saying, “Well, over the last six months I've gotten 15 complaints from clients about the way that you've acted with their patients in the room, and so let's talk about Fluffy. I understand she was here three months ago but this owner was particularly upset. So let's talk about that,” right?

Stephanie Goss:
And I think as a manager, our logic brain can immediately go to, “Let's take a really clear-” and by clear, our brains often interpret that as the most severe of the examples, right? And that isn't necessarily, I think, the best tact to take here. I think it's really important to have a really concrete example to be able to share with them, especially concrete examples of the kind of feedback that you're getting from the team. And you gave some really beautiful ones of how you can transform the words that you may be given from the team or from a client into something that is softer and less aggressive in terms of talking about it with the other person.

Stephanie Goss:
But it's got to be specific. And for me, I agree with you. It's just starts with, “Tell me more about what was going on.” Like you're seeking to understand, you don't want to put them on the defensive, you just want to know because the ideal situation, regardless, for you as the leader, is for them to open up and tell you something, tell you about their experience as a baby technician with the golden retriever, tell you about an incident that they had with a cat that really scared them. That's the goal is to get them talking, and so you've got to use vocabulary and word choices that are going to help support that.

Dr. Andy Roark:
Yeah. The other significant Jedi trick that I use in these cases, and that's what I said, this is any sort of a behavioral change, but anything that comes back from the staff or it comes back from the clients and you didn't see it, and you don't know what happens. One of the approaches that I have used many, many times, and I find it very successful, is to not argue about what happened, because I wasn't there.

Stephanie Goss:
Right.

Dr. Andy Roark:
But I am going to talk to you about the perception of those who were there.

Stephanie Goss:
Sure.

Dr. Andy Roark:
And so I'm not saying you're afraid, I'm saying that there clearly is a perception among the clients, the client who called me.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
Their perception was that you were afraid. That's what they said. I'm not saying that you handled the cat overly aggressively. I wasn't there. The perception of the staff was that this patient was unnecessarily restrained in a way that caused stress. That was their perception. Now perception is not reality, but it's what they saw. And here's the reason I bring that up is because if I say to you, “Stephanie, you did this bad thing,” you're going to feel shame. You're going to feel-

Stephanie Goss:
I'm going to turn tomato red immediately.

Dr. Andy Roark:
You're going to turn to tomato red. You're going to feel shame. You're probably going to feel anger. You may disagree that that's what happened. You're going to feel falsely judged, all of those things. But if I say to you, “Stephanie, there was a perception that this is what happened-“

Stephanie Goss:
I wasn't there so it doesn't [crosstalk 00:38:27]

Dr. Andy Roark:
And so tell me what you saw and what happened.

Stephanie Goss:
Yep.

Dr. Andy Roark:
And so one, that helps me unlock the conversation, but number two, and bear with me, I swear it's true- What do I care about? The truth is, I can't fix the past, right?

Stephanie Goss:
Right.

Dr. Andy Roark:
What happened is over. What I care about is future behaviors. Now listen, I do not care if you change your behavior because you admit that you are afraid, or if you change your behavior because you understand other people have the perception that you're afraid, and you want to make sure that you address that perception and you are going to behave differently to address that perception. I don't care. But addressing the perception of others is much less challenging to my self-image than addressing some significant thing about myself.

Stephanie Goss:
Yes.

Dr. Andy Roark:
And so I have just found, again and again and again, that it's easier to talk about perception than it is to talk about, “Andy, you're afraid of this, and you need to stop. Andy, you lose your temper and get angry.” And I go, “No, I don't.” And now I'm talking about who I am as a person, and that's scary.

Stephanie Goss:
Right.

Dr. Andy Roark:
But if you said to me, “Andy, the staff has a perception that you have a short fuse,” I can say, “Well, why do they think that?” And they'll say, “Well, this is where you raise your voice, and because you're 6'3″ (I'm not 6'3″) because you're 6'3″ and you raise your voice. It's very intimidating. People think that you're very upset.” And I go, “Well, that's not true.” And I say, “Well, it doesn't matter that it's not true. It's the perception that the team has, and so we need to address it.” And oftentimes people take that- You love the idea that I imagine myself as 6'3″. In my head, I see myself like a chihuahua sees himself. You know what I mean? That's how I view. When I look in the mirror, chihuahua Andy sees mastiff Andy. And I'm like, “Damn, I'm intimidating. I have to tone it down.”

Stephanie Goss:
I can't, I can't.

Dr. Andy Roark:
Let's get back on track. Okay, I'll give you this example. So this is the example of perception versus truth in my life, okay? And I've told this story before, but it's the best example that I have. I remember being a parent of young children and I was working a lot, and my wife was teaching a college course that was a three-week course where they traveled. She had gone to Ecuador with a bunch of students. And so I've got the kids for three weeks, right? And so I'm busting my hump and I'm working hard, and I am full-time dad for two little kids. Shout out to all the single parents out there. You guys are amazing. Anyway, and I'm doing it. And so my parents call, and they're like, “Hey, would you like to come up for the weekend?” And I thought, “Yes, I would. Yes.”

Dr. Andy Roark:
And so I take the kids up there-

Stephanie Goss:
You're like, “Help!”

Dr. Andy Roark:
-hand them to my parents. Yeah. And then I disappear into one of the back rooms with my laptop and just bang out work for two days. And then the weekend was over and I emerged from the room and I'm like, “Hey, thanks a lot, guys. See you later.” And my dad looked at me and he said to me, “Hey son, I'm concerned about the relationship you have with your kids.” And I was like, “What?” And he was like, “You were completely absent this whole weekend, and we did all these things. They're not going to remember having you around. I'm worried about you, and I want you to think about this.”

Dr. Andy Roark:
And guys, I have a great relationship with my kids, and I did then too. A very engaged dad. I can say that in all honesty. I love the kids and I spend a lot of time with them, but, and so I went home and that's why I was so bothered by this, is I feel like I'm a really engaged dad.

Stephanie Goss:
Right.

Dr. Andy Roark:
And so I called my brother who knows me really well and who's around a lot, and talks to me all the time. And I said, “Man, Dad said this thing to me and it really upset me.” And he said, “Well, Andy, you have a perception problem.” He said, “All that they see is that you show up and disappear.”

Stephanie Goss:
Right.

Dr. Andy Roark:
“And they don't see the rest of the things.”

Stephanie Goss:
Right.

Dr. Andy Roark:
“And so you do not have a ‘I'm a bad dad' problem, you have a ‘my parents perceive me as being absent' problem. And so you need to address that perception that they have.”

Stephanie Goss:
Right.

Dr. Andy Roark:
And as a result, when I go up there, I'm fully engaged and I'm involved in this. And I just realized, well, “Hey, I can't go up there and clock out and do my own thing. I need to be engaged because this is the picture my parents have of me and my relationship with my kids” And that has always been a lot to me because if you said to me, “Andy, you're a bad dad,” I would fight with you, like really throw down, because I'm huge and powerful and intimidating.

Stephanie Goss:
Because you're a mastiff. Okay, got it.

Dr. Andy Roark:
I would write you a passive-aggressive letter on flower stationery. That's the real thing that would happen. But I don't want to think that, and I don't want to hear that, and I don't want to believe that.

Stephanie Goss:
Right.

Dr. Andy Roark:
But when my brother says, “You have a perception problem,” I go, “I can fix that perception problem.”

Stephanie Goss:
Right. That makes sense, yeah.

Dr. Andy Roark:
And so I do. I know it's a long way to go, but I think this is a really important point. When we talk about behaviors that are being reported by the staff and the team, is I can say to you, “The truth is, I don't know how you feel and I wasn't there, but I'm going to talk to you about the perception that people have, and you and I are going to work on that perception.”

Dr. Andy Roark:
And that brings me to the next part of this. There is an excellent opportunity here not to correct this person-

Stephanie Goss:
Right.

Dr. Andy Roark:
-but to recruit this person.

Stephanie Goss:
Right.

Dr. Andy Roark:
And that unlocks this conversation in yet another way, because people say, “Well, how do I bring them in and tell them they need to stop being afraid of pets?” Or “How do I bring them in and tell them they need to do training?”

Stephanie Goss:
You don't.

Dr. Andy Roark:
And the answer is you don't. Here's the beautiful Jedi maneuver is I'm going to bring them in and I'm going to say, “Hey, Stephanie, I got a call from this client that you saw yesterday, and they had this concern and this is what they said.” And I have to tell you, relatedly, “I have gotten feedback in the last couple of weeks about another patient where the staff felt like this patient was over-restrained and they mentioned it to me, and I just want to talk to you about that.”

Dr. Andy Roark:
And then I'm going to ultimately, if the person pushes back and say, “Well, I don't agree that these things are going on,” or “I don't agree that the way this was done was out of line.” And I'll say, “Well, you can choose to disagree. The perception of the clients and the staff is not favorable, and that needs to be addressed. Because I can't have the staff working with a doctor that they are worried about, It's bad for you and it's bad for me, for the perception of the staff to be that we're not doing what we're supposed to do. And so let's, you and me, circle up and let's figure out how we're going to control this perception and what needs to happen.

Dr. Andy Roark:
And I'm happy to invest in you. We can do team training and focus on this. If that will help make them more comfortable, if that will make you more comfortable.” But again, and here's the other thing, I can't propose action steps until I know why this behavior is happening.

Stephanie Goss:
Yes.

Dr. Andy Roark:
Because like to Stephanie's point, if you're worried because you saw this thing happen and I'm like, “Let's get you more fear-free training,” then that's not going to fix the fact that you had this experience.

Stephanie Goss:
Yes.

Dr. Andy Roark:
We're going to need to work through that in a different way. But the big last sort of point I want to hit on here is I don't have to fix this problem directly, meaning it's not on me to fix you because I don't know how to do that.

Dr. Andy Roark:
When feedback comes from the clients, one of the easiest things to do is to say to the doctor, “The perception of the client was X and we need to figure out how to control that perception in the future.” What can we do to make sure that clients do not feel this way? And often we can fix the problem by, say, “Oh, no no, it's not about you. It's about other people and their perception of this. And we need to fix it because we can't have this in the building.” Great. As long as the behavior gets fixed, I don't care how it's presented.

Stephanie Goss:
And I think the nice part about looking at it from the perception perspective is that it becomes easier for the person receiving the feedback to put on their empathy hat. Because if you told me, “Stephanie, the perception of Mrs. Jones was that you were man-handling her patient. And I know you, I don't think that was the case, but that was her perception. And so we have to figure out how do we address it in the future so that she doesn't feel that concern or that other people don't feel that concern?” I would immediately much more easily be able to lean into having empathy because I, as a person who cares about animals, but also who cares about my clients, I wouldn't want clients thinking that I man-handled their pet.

Dr. Andy Roark:
Exactly.

Stephanie Goss:
Right? So it unlocks the empathy. You are approaching it from an empathetic perspective as a leader, but it also allows the ability to unlock some of those emotions, too, for the doctor to be able to put themselves in the client's shoes or the staff's shoes and unlock their own empathy in a way that doesn't feel like I am in trouble because I did this thing. And we're talking about why I did the thing, the why doesn't matter. And so I think that's spot on and I love it.

Dr. Andy Roark:
Well, it's just flipping it around from a place where you're arguing with the person about what happened, because I wasn't there.

Stephanie Goss:
Right.

Dr. Andy Roark:
But it's not an argument for me to tell you, “This is how people perceived what happened.”

Stephanie Goss:
Yep.

Dr. Andy Roark:
That's statement of fact that can't be argued with. Yeah. I wasn't there, I don't know if it was inappropriate restraint or not. The perception was that it was beyond what was necessary. And that's the second complaint in that vein that I've gotten in a short period of time, and we need to figure out how to fix this perception lest it become your reputation and something that we have to deal with.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
Right. So those, I think, are the big ways that I would have this conversation, okay? And so then people go, “Okay, well, that's great, and I understand how you explain it. What do you actually do? And what do you do if this doesn't work?” And so the big point that I want to make here, when we talk about moving into action steps, I think a lot of us have a tendency, myself included, to think very black and white. I can let this person go, or I can demand that they fix this and fix it full stop, continue. And if they don't fix it, then I'm going to have to let them go. And people freak out and they're like, “What am I going to do?” It's like, okay.

Stephanie Goss:
Right.

Dr. Andy Roark:
The first thing to try to do with this is try to partner with the person, “Hey, what are we going to do? How are we going to move forward? What's the underlying cause? How do we address it?” Because that's going to inform us in what we're going to do, okay? Now, I feel much better emotionally when I can just look at things pragmatically, and so here's the truth. If this person is afraid of the pets to the point that they're not able to do their job, I have a couple of options, okay? Let's say that they are not able to change their behavior. It may be possible for me to compromise. Maybe Stephanie Goss doesn't see golden retrievers. And people go, “Oh my God.” I'm like, “Look, does anybody care that Stephanie doesn't see golden retrievers?”

Dr. Andy Roark:
Now, if it's Stephanie Goss doesn't see fractious cats and she's one of two paraprofessionals that we have, that's different.

Stephanie Goss:
Right. Yes.

Dr. Andy Roark:
But if we have a lot techs that are very comfortable with- Maybe Stephanie doesn't see cats, and that's just what it is. And if you can staff for that and it doesn't feel like favoritism to the rest of the team, it feels like, “Hey, this is a reasonable thing and we're okay to have Steph just be a dog tech,” then go with it. You know what I mean? Don't overthink it. Not everything has to be set in stone. Let's try to be flexible here, but can we compromise?

Stephanie Goss:
Well, and I think it also doesn't have to be huge. And I think our minds immediately go to these big grand sweeping things that we have to change and that's not necessarily the case. So in my case, there were other pieces to it too, and I think that we'll talk about these in a second, but the compromise with the team was I didn't feel comfortable being the doer in front of those patients anymore because I had been holding and someone had gotten hurt. But the early compromise was could I try being the holder and just doing things where we weren't going to potentially invoke a reaction from a patient. And so it was baby steps, right?

Stephanie Goss:
Or for a while, I didn't touch the golden retriever patients. And I worked in a hospital where there was six or seven of us, and so it was really easy to say, “Hey, I'm going to take your cat over here and I'm going to hold it instead, and we're going to swap out,” right? And I think a lot of the times we think about, well, that means that you can't be on the floor, you can't do your job. And we think in these grand sweeping things, and that doesn't necessarily have to be the case. Because the reality is, we can't go through our careers on skates. All of us are going to have a really difficult case, a really hard situation with a patient or with a client. We're all going to have things that upset us. And so the compromise can be really small, but it can make a world of difference for that person.

Dr. Andy Roark:
I completely agree. I mean, other examples, our original question here was about a doctor and I would have that conversation. And again, this is part of partnership, is, “What do you need to feel comfortable?” and “What do we need to address this perception?” And it may be that this doctor needs to be partnered with a technician who has very strong animal handling skills.

Stephanie Goss:
Yes.

Dr. Andy Roark:
Or a technician that he or she is comfortable with, so they trust the animal handling skills of that person.

Stephanie Goss:
Yes.

Dr. Andy Roark:
And can say, “I feel safe because this person is doing the handling.” That may be what we need to address that perception of “this person over-restrains.” And so I go, “Well, can we have someone else restrain for you that you trust? And then they can do it in the way that we like, and you can have a restrained patient to do what you need to do.”

Dr. Andy Roark:
And again, I don't know. We have to talk to the person and kind of see where their head is, but compromise is part of it.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
And I love what you said. I think so many of us blow this up and we catastrophize and we go, “Oh, I can't have a doctor that's afraid of big dogs, because 60% of our patients are big dogs and they'll be ruined. And if I don't let them see those cases, then they're not going to make their bonus, and then blah, blah, they're going to leave, and other doctors are going to not want to see big dogs either, and then I'm going to have 12 doctors that only see cats and dogs less than 25 pounds. And you know who's going to have to see all the patients? It's me. I'm going to see 75% of our caseload, and I'm one person. I'm going to work all day and all night, and my spouse is going to leave and my plants are going to die because I'm never home to water them. And no one's going to clean my house and I'll never, ever, ever get to watch season 2 of Bridgerton because I won't have time ever. And then I'm going to die and not know what happened.

Stephanie Goss:
Oh, god. This episode is 100%-

Dr. Andy Roark:
Yeah, that's the mindset we have. Instead, this is probably not a big deal. Let's figure this out. Let's make some compromises. Let's make some tweaks. It's probably not going to be in the end of the world. That's it. Option two, of course, is training. If the person is not comfortable and they say, “I'm just not comfortable with cats,” then you could say, “Can we get you some training?”

Stephanie Goss:
Yeah.

Dr. Andy Roark:
I would tell you, that's the thing for me with horses. Like I said, I don't have a lot of experience with horses. And if someone said to me, “Hey, we want you to be able to do this and we're willing to train you, and we're willing to put in time, and we're willing to mentor you, and you're going to work with horses and you're going to work with them for three months.” I would be like, you know what? I can do that.

Dr. Andy Roark:
I'm not terrified, I just don't have a lot of experience and it makes me uncomfortable to be alone out there. You want to pair me up with an experienced equine vet, they're going to mentor me, man. I'm a mentorship sponge. I love to be mentored.

Stephanie Goss:
Sure.

Dr. Andy Roark:
I'll 100% take that. And that's training. The compromise was, “How about this? How about you work this way? And you take these emergency cases, or you do these things, or you're available at these times, but you don't go out to the farms and you don't do rural house calls.” Great, that's a compromise that work for me and work for the practice.

Stephanie Goss:
I think the last important thing for me, both about compromise and about support and getting them some answers and some training, because I think that can absolutely be part of the solution package, is that is really important to recognize if there actually is fear or if they have had an experience like my experience, it is really important to recognize that you, as the practice leader, even you as a lead veterinarian or the practice owner in your practice, you're not a professional therapist. You're a professional animal person, but you are not prepared or equipped to deal with your team member's emotions, full stop. You should not put yourself in that role. And so it's really important to think about, how do you pair those things together? And there are lots of things when it comes to professional therapy and support in terms of overcoming fears.

Stephanie Goss:
And so if there is a legitimate fear concern, or if they have had an experience pairing some training, learning some low-stress handling techniques, I'm a huge fan of Sophia Yin's techniques, learning about fear-free, which our mailbag writer doctor said that they already had tackled, but partnering that with the offer of, “Let's get you some support.” Do we have an EAP? Do we have an employee assistance program where they can talk to somebody?

Stephanie Goss:
You're not talking about, “You need to commit to therapy forever, because this is going to be a lifelong issue for you.” Like your example with the horses, sometimes it's about desensitizing ourselves. And it is important to address it from a work perspective, but it's also important to give them a safe space with actual professionals when it comes to mental health support to work through that as well. And it doesn't have to be a permanent thing, but if you can offer them support there, that is a role that you shouldn't put yourself in as the leader. But it is something that is really important to pair with this, if fear is genuinely a concern.

Dr. Andy Roark:
Well, and if the person is open to it and if it's part of the need, right? Remember, seek first to understand what are we dealing with. I don't need therapy for my inexperience with horses, but 100% those sorts of anxiety, when you say, “I'm very concerned. I was bitten. And I'm very concerned about that, and it's causing me stress, or I'm literally having panic attacks here.” Yeah, absolutely.

Dr. Andy Roark:
But all that comes down from doing your diagnostics on what exactly were you talking about here? Yeah, I think that's probably about all I've got. The last thing I want to circle back to, and I think I said earlier, remember to be vulnerable first. Find commonality. I don't want to make this person feel like, “I can't believe that you're doing this.”

Dr. Andy Roark:
Say, “No, I get it. This is a stressful job. And honestly, that's dangerous.” Dog bites are nothing to joke about, and cat bites, even worse. We do a dangerous job, and we should be honest about that, not shame someone for being cautious. I think there's a lot of options here in sort of how to go forward. Let me touch on worst case scenario, because some people have that idea and say, “Well, that's great, Andy, but what if you can't compromise? And what if they refuse to get training or they take the training, and it doesn't change their behavior?” This is the last reason that we want to make sure we're speaking in specifics. What exactly are we measuring here? It's not fear, because I can't measure your fear.

Stephanie Goss:
Right.

Dr. Andy Roark:
But it is complaints about specific handling behaviors. It's complaints from the pet owners, things like that. My take on this is we're going to have the conversation. We're going to do everything that we talked about. We're going to try to partner with this person. We're going to talk about changing the perception that is out there, and making sure that we are perceived as doing right by the patients and taking the best care that we possibly can. And we're going to do all those sorts of things. And we are going to continue to measure the problem behaviors. And if we continue to get negative feedback from the staff and things like that, ultimately what I would say is, in my mind, I'm looking at this, I'm going to set a deadline on this. It would depend on what the plan is.

Dr. Andy Roark:
If they're like, “I don't need a plan. I don't need training. I can 100% handle this. It's not going to happen again,” then I'm going to set a fairly short deadline of if, after a month, you got one month and if after a month I'm getting more complaints, you and I are going to have another conversation and it's going to be much more direct. And it's going to be much more about, again, I don't know what's happening and I'm not going to argue with you about the quality of your handling. All I'm going to say is, “I continue to get complaints about your handling and we're not able to have those.” And ultimately I am going to pick my poison, which is what I do. And picking the poison means you're going to be allowing this person to continue to behave the way that they are, and dealing with the fallout from that behavior. Emotional customer service, staff retention, moral on my part because I'm probably having significant concerns about what exactly is happening and what is happening to the patients here.

Dr. Andy Roark:
And I have responsibility to keep them safe. So do I deal with the fallout of keeping this person, or do I deal with the fallout of letting this person go? Because if we've tried everything to compromise and train and it's not going forward, and we don't see any other path to change behavior, those are your two options: deal with the fallout of keeping them, deal with fallout of letting them go. And ultimately to me, that's not a question, that's a done deal.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
And I go, “Well, that's it.” And I have to be okay with that. And so I think that's the emotional part for me is to say, “I talked to this person. I did all the things right. I connected with them. I tried to understand, I offered them help, I tried to come up with whatever ways would remedy the problem and support them, and I gave them time to do that and to go through the process. And I asked for patience from the staff, but ultimately the staff trusts me. And they trust me to not allow these things to happen.”

Dr. Andy Roark:
Generally, if you say to your people, “Hey, we're, working through things, we're doing training, we're doing whatever, we're working on some new systems,” they'll generally give you some grace. But at some point they're going to say, “We've given you grace, and this does not seem to be changing.” Right? And at that point, you have to make the call and then you shouldn't feel bad about it. You had the conversation, you took the steps, it did not improve, and you decided that this was not the standard of care. You were willing to offer it your practice. And so you did what you had to do. No [inaudible 01:02:06] go on. Feel good about it.

Stephanie Goss:
Well, and I will say when I got to the point of having that conversation with my doctor, who was having some fear concerns with patient, we tried all the things. We went through those steps. And when we had the conversation, they were the one to tell me, “I hear what you're saying, and I've actually decided that I'm going to leave the practice because I need to be in a position where I'm actually not dealing with this type of patient, and I recognize that this hospital is not that.” I was coming to the table to make that decision, but they made it for me, and so I think a lot of times you'll be pleasantly surprised, and don't think you need to gear yourself up for, “I have to let this person go.” But I think you're right. You got to be ready to pick your poison.

Dr. Andy Roark:
Yeah, sure, and I think that's important to remember. I'm going to end on that. A lot of times, we think that we are making the hard decision, and if we let this person go, they're going to be devastated. Look, I'll tell you if I went and worked in equine practice and I was mentored for three to six months, and I'm still anxious and nervous and my palms are sweating at every appointment, man, I don't want to be there either. You know what I mean? You're not going to break my heart if you part ways with me.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
Because we did it and we tried, it didn't work. That's it. Oftentimes this is the kindest thing for- And honestly, would you want to be in a job where people keep saying, “Stephanie's not handling patients well, and she's doing these things,” and people are complaining to the manager about you? No, you should go somewhere else or you should do something else. Anyway, that's all I got, Steph.

Stephanie Goss:
This was a good one. I hope everybody has a great week.

Dr. Andy Roark:
Yeah. Take care of yourself, 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 favor to ask. Actually, two of them. One is if you can go to wherever you source your podcasts 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 Dustin Bays · Categorized: Blog, Podcast

May 04 2022

Team Boycotts New Doc Before She Even Starts

Uncharted Veterinary Podcast Episode 176 Cover Image

This Week on the Uncharted Podcast…

Can the team sabotage a new doctor before they even start? This week on the podcast, Dr. Andy Roark and Stephanie Goss are tackling a letter from the mailbag. A medical director colleague wrote in and shared with the team that they have a doctor coming on board that has worked previously as a tech in their hospital. Should be a major win, right? Our medical director says to hold your excitement because only now that our new vet has been hired is our Medical Director informed that the team does not like the new vet. The team says they have a bad attitude; techs have said the vet has had rough handling of patients… but none of this was noted by our Medical Director when the new doctor was a tech, and none of these things have been addressed with the new hire doctor during their previous employment. Sounds like a management headache worth talking through. This is a lively one, let’s get into this… 

Uncharted Veterinary Podcast · UVP 176 Team Boycotts New Doc Before She Even Starts
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Got a question for the mailbag? Submit it here: unchartedvet.com/mailbag

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May 21: Retain Your Team: Speak the Languages of Appreciation in Your Workplace with Tracy Sands

You can be the leader of a happier, more satisfied team, and it starts with understanding how each person in your practice feels the most valued.

Practice owner Dr. Tracy Sands is going to teach you about the languages of appreciation and how they can help you motivate, train and retain your staff in this 2-hour, LIVE workshop.

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.

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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.


Dr. Andy Roark:
Hey everybody. I'm Dr. Andy Roark and this is The Uncharted Veterinary Podcast. Gang, we have got a fantastic episode today. We are talking about something from the mailbag. We got reached out to. Somebody said, “Hey, we hired a new veterinarian,” and I thought, “Yay!” And they said, “I think the staff may already be trying to undermine this vet and she hasn't even started yet,” and I thought, “No!” And that is what we are talking about today. I am thrilled to unpack this and get into the head space and the action steps that we can take right now to set our team up for success. Gang, before I do, though, I got to get a shout out, I got to get some love to Banfield the pet hospital. Guys, they have stepped up and supported us in getting transcripts for both this podcast and the Cone of Shame Veterinary Podcast, which is the other podcast that I host.

Dr. Andy Roark:
They do it to increase accessibility and inclusion in our profession. That is a big point for them right now. It is something that they are doing for our whole profession and industry. And they've stepped up and put their money where their mouth was and said, “How can we help you?” And I said, “Hey, this is a thing that people have asked for and it's a big lift for us.” And Banfield said, “We got you, buddy.” And they have made this happen. So if you want transcripts for our podcast, we got them. Head over to unchartedvet.com. You can see all of our podcasts and you can see transcripts for those there. Feel free to share them and help us get the word out, but I just got to give some love to Banfield, because they didn't have to do that, but they did and it is awesome, so thanks to them. Gang, without further ado, let's get into this episode.

Announcer:
And now, The Uncharted Podcast.

Dr. Andy Roark:
And we are back. It's me, Dr. Andy Roark and Stephanie, over before it starts, Goss.

Stephanie Goss:
Well, that's a good one. How's it going, Andy?

Dr. Andy Roark:
Oh, man. It's good. I can't complain.

Stephanie Goss:
Good.

Dr. Andy Roark:
Except well… Oh, let me… Yep. Yeah, I can. Spring is springing all around me and it is gorgeous, but I am getting hit with some allergies. I just got the itchy, running nose and it's like, “Yep, I take my antihistamine every day and the pollen in South Carolina laughs at it.

Stephanie Goss:
Well, I am jealous of your springtime because we had snow yesterday.

Dr. Andy Roark:
Yeah.

Stephanie Goss:
So I will-

Dr. Andy Roark:
Yeah.

Stephanie Goss:
… I'm very much looking forward to some warm Greenville weather, so I can't wait to see you guys because when we are recording this, I will see you in a week in Greenville for April Uncharted, which is going to be a lot of fun and I'm super excited. But I would take some spring allergies over the snow and rain that we have had here this last week.

Dr. Andy Roark:
When you fly here, you're just going to land in a cloud of pollen.

Stephanie Goss:
A cloud of pollen.

Dr. Andy Roark:
You're going to come up… It's like when you come out of the clouds, except it's a big yellow cloud-

Stephanie Goss:
Green, yellow, okay.

Dr. Andy Roark:
… And then you'll descend back into it.

Stephanie Goss:
Okay. So I need to pack my Claritin is what you're telling me.

Dr. Andy Roark:
Yeah. Oh, yeah.

Stephanie Goss:
Okay. I'll be prepared.

Dr. Andy Roark:
Yeah, totally.

Stephanie Goss:
Okay. So we have got a great episode for this week. I am excited about this one. We got a letter from the mailbag that came to us from a friend and colleague that you and I both know and who has been a repeat contributor to the mailbag. And so I want to give this person an anonymous shout out, because they have given us several great questions, which are awesome and this is no exception to that. They are struggling with something. They are a medical director overseeing a couple of different locations and they are struggling because they have a new doctor who is going to be starting with them, which they're super excited about. Now this new doctor was a technician in the practice before they went to vet school, which is awesome, right?

Dr. Andy Roark:
Mm-hmm.

Stephanie Goss:
I love that. When you have somebody who comes up through the team and who works for you as a technician and then goes to vet school. So they were a technician, they went to vet school, they are coming back to the practice and this medical director is struggling because now that everything is set, and in motion, and the doctor has been contracted and getting ready to start, now they are hearing feedback from some of the team who has worked with this doctor as a technician saying that they are not a good candidate, that they have a bad attitude, that they previously were rough with some of the patients and animals. However, our friend who's the medical director is struggling because none of this was shared previously when this person was working as a technician and none of it was addressed with this doctor before they got hired. And so this medical director is looking at this going, “Okay, new doctor, they just finished vet school,” clean slate, right?

Stephanie Goss:
And they are struggling because the team is looking at it from, or some of the team, from the perspective of, “We have a history with this person and it is not a clean slate. We are not so happy about this.” And our friend is struggling with, “How do I reconcile those two things? Because in their mind the time to address it would have been when they were working as a technician and the behaviors were happening and now that time has passed. And now the doctor is coming on board and our friend who is a medical director is like, “How do I handle giving this person a clean slate to start new as a doctor and set the tone properly with the team when there are members of the team who are looking at it like this doctor coming on board is going to be the end of the world?”

Dr. Andy Roark:
Yeah. Want to just… Quick side note, if you have not had the leadership experience of your team coming to you with something and you having the strong thought, “This would have been good information yesterday,” that's waiting for you. That's coming. “This would have been helpful six months ago.”

Stephanie Goss:
It's so funny that you say that because when I was reading this mailbag submission, I immediately thought of one of those moments for myself where I wanted to look at my team and shake them and say, “Oh my God, you could've told me this three days ago.”

Dr. Andy Roark:
It's like, “Oh, you're marrying that chick?”

Stephanie Goss:
Right.

Dr. Andy Roark:
“Bad choice.” Like, “Oh, man, thanks buddy.”

Stephanie Goss:
So funny. So funny.

Dr. Andy Roark:
Yeah.

Stephanie Goss:
So yeah, so how do we start, right? How do we set this doctor up for success?

Dr. Andy Roark:
Yeah.

Stephanie Goss:
And how do we deal with the team's concerns, because they are being vocal about it and there are some of them, maybe, who are dead set that this is a bad choice? How do we change the tide here? How do we get this moving in a positive direction?

Dr. Andy Roark:
Yeah. So, okay. I mean, the first thought is, “Are you doing this? Yes or no?” And it seems like the clear answer is yes.

Stephanie Goss:
Mm-hmm.

Dr. Andy Roark:
At this point, the documents are signed, we have come all the way down this road.

Stephanie Goss:
Right.

Dr. Andy Roark:
I have a hard time, again I don't… Unless there is some specific information that comes out that invalidates this person, which it doesn't sound like there is. It sounds like there's some hearsay and some rumors-

Stephanie Goss:
Right.

Dr. Andy Roark:
… but nothing specific that was ever levied against this person or has been brought forward that would change your mind. So at this point, are you going forward or not? If the answer is yes, then I would say you're in this now.

Stephanie Goss:
Mm-hmm.

Dr. Andy Roark:
Right? And just accepting where we are and in making that first decision. You've got two options right now. Do you move forward with this person or not? And it sounds like we're moving forward with them.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
But let's just verify that that's the case because if we're not going to move forward with them, then say something sooner rather than later. But decide what you're going to do. Yes or no, are we in this? It sounds like we're in it.

Stephanie Goss:
Mm-hmm.

Dr. Andy Roark:
And so then the first piece of advice I have is don't get spun up, right? Worrying is like a rocking chair. It gives you something to do, but it doesn't get you anywhere.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
And that doesn't mean we're not going to do anything, but it means worrying for the sake of worrying and fluttering our hands and chewing our fingernails, that's not helpful.

Stephanie Goss:
Mm-hmm.

Dr. Andy Roark:
I think sometimes about the vet clinic and you see these scenarios, and the staff is all wound up, and they're all running around, and they have strong feelings, and let's be honest. A lot of times they have spun themselves up-

Stephanie Goss:
Yes.

Dr. Andy Roark:
… Meaning one person is like, “This is going to be bad!”

Stephanie Goss:
Right.

Dr. Andy Roark:
And somebody else says, “Oh, my God.”

Stephanie Goss:
It's the Chicken Little, the sky is falling. Right?

Dr. Andy Roark:
Yeah.

Stephanie Goss:
It's contagious.

Dr. Andy Roark:
The sky is falling!

Stephanie Goss:
Uh-huh. Yeah.

Dr. Andy Roark:
Yeah, and everyone says, “Oh my God, the sky is going to fall.” And I'm not saying that that's what's happening, but I'd say… I will say, I have seen that-

Stephanie Goss:
100%.

Dr. Andy Roark:
… a number of times. And again, maybe this is all warranted, it's justified. We should do some research and we should do some digging and be like, “What exactly are we talking about here?” But to me, it kind of feels like we never heard about this and now we're hearing about it now. And there may be some wind up, so look out for that. When I start to see stuff like this, I imagine the vet clinic as a fishbowl and you've got all your fish and they're all just going in different… They're all chasing each other around and going in different places.

Dr. Andy Roark:
And they've all got these thoughts and concerns and ideas and stuff like that. And I think the goal as the manager. When you find yourself in that situation or the goal is the leader of the medical director, or even just a veteran tech trying to keep your mind. I think the goal is to remember, to try to be the bowl and don't be the fish because you can very easily become one of the fish that's streaking around the bowl from one place to another, as fish do. Be the bowl.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
Hear the people, see the people, let the people move around and their ideas move through your consciousness-

Stephanie Goss:
Mm-hmm (affirmative).

Dr. Andy Roark:
… But don't tie yourself up in this and don't become one of the chasers or the chase.

Stephanie Goss:
Mm-hmm (affirmative).

Dr. Andy Roark:
And so that's the first thing is, try to get some distance and perspective on this thing. That's my first sort of piece of head space.

Stephanie Goss:
I love it. I love both of those, not getting spun up and being the bowl, not the fish because it is… I laugh really hard when you give the Chicken Little or the fish starting around-

Dr. Andy Roark:
Yeah.

Stephanie Goss:
… The bowl example, but it's true. It's very easy to slip into that head space of, “Oh, well maybe I should worry about this. And this wasn't a thought that was in my mind two seconds ago,” but now it's like the world is ending kind of thought. It's really easy because we care. Right?

Dr. Andy Roark:
Yeah.

Stephanie Goss:
We care. We care about our team. We care about the job we're doing. And so it was really easy to fall into that place of, “Oh. Well, if I care, then I should worry about this.” And there's enough to worry about.

Dr. Andy Roark:
I've messed this up both ways. I've messed this up both ways. I have a hundred percent messed it up by getting swept up into the anxiety.

Stephanie Goss:
Sure.

Dr. Andy Roark:
And the chicken, and the sky is falling.

Stephanie Goss:
Sure.

Dr. Andy Roark:
And having a panic attack about… You know what I mean? About something that had not happened and did not happen. And didn't know, and was never a problem-

Stephanie Goss:
Sure.

Dr. Andy Roark:
… But it was like, “Oh my God, what if this thing happens? And it turns out to be awful and this person is toxic and they're horrible to the pets, and somehow we don't know about it and no one reports it and-“

Stephanie Goss:
Right.

Dr. Andy Roark:
Nothing is done. And you go, “Oh, wait, wait, wait, wait. In what scenario is this person going to be horrible and toxic and not live up to our standards of care and do so repercussion free and under the radar of everyone else?”

Stephanie Goss:
You're not going to know about it.

Dr. Andy Roark:
And we're not going to know about it. And I'm going to tell you for a fact, that's not going to be tolerated. We're not going to… It's not going to happen here.

Stephanie Goss:
Yes.

Dr. Andy Roark:
That's not who we are. And so that… So I've messed it up by getting swept up into the anxiety nervousness part. And I am also messed up by just crossing my arms and saying, “You guys need to get over this. This is… We're going to do it. And it's fine. And stop it. Just stop panicking.”

Stephanie Goss:
Yes.

Dr. Andy Roark:
It's like crossing your arms and saying very earnestly, “You need to calm down,” which is never a good idea.

Stephanie Goss:
Sure. Yeah.

Dr. Andy Roark:
But I have a hundred percent crossed my arms and told the whole team they need to calm down-

Stephanie Goss:
Simmer down.

Dr. Andy Roark:
… And it is… Calm.

Dr. Andy Roark:
And they felt ignored which ratcheted their panic up another three clicks because they're like-

Stephanie Goss:
Oh.

Dr. Andy Roark:
“And now the boss isn't listening to us. Oh my God.”

Stephanie Goss:
I think our listeners just got some insight to what an Uncharted team meeting could have looked like when one of us was in a state of panic.

Dr. Andy Roark:
Yeah. And so it is… But that's why I say the cheesy Zen thing about be the bowl.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
It's because you do need to… You need to not-

Stephanie Goss:
Sure.

Dr. Andy Roark:
… Get sucked up into this. And at the same time, it needs to be a part of your thought process so that people know that you're taking it seriously. Because if these people feel dismissed, your staff-

Stephanie Goss:
Yes.

Dr. Andy Roark:
… They will panic. Right?

Stephanie Goss:
Yes.

Dr. Andy Roark:
Because remember, a lot of the anxiety, a lot of this stuff, it comes from fear of losing control.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
Your staff is panicking because this person is coming in and if they're negative, we can't do anything about it and they're going to affect us and they're going to have this negative effect on the culture. And there's nothing that we can do is the idea. And so it's a loss of control. And when you cross your arms and say, “Look, this… We're doing this. I need everybody just to let this go.” You can make that feeling of lack of control worse. And so to your point, I think when we move into action steps, giving the team some feelings of control is an action step that we want to take.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
That is part of making this work.

Stephanie Goss:
Yeah. Totally. Totally. Yeah. I think from a head space perspective too, I think that there's got to be some mechanism, to your point, for people to feel that control and feel heard. And so, I would probably… It's a head space and an action step, but I would figure out how to hear them-

Dr. Andy Roark:
Mm-hmm (affirmative).

Stephanie Goss:
… And then tell them that you hear them, and those are action and head space. But I think it is really important to say, “Okay, this is an elephant in the room. I don't want it to be an elephant. I want to hear you. So tell me more,” and gather information. You're not committing one way or another, how you're going to solve the problem, but you can absolutely make them feel heard. And so I would… If our medical director friend hasn't and I… Knowing them, I'm sure that they have, but create the opportunity for the team members, particularly the ones who are running around screaming, like Chicken Little, ask them, “Hey, I want to hear more. Can you tell me more?” And gather the info.You're not committing to anything. Just hear them out. Make them feel heard.

Dr. Andy Roark:
Yeah. I agree with that. The other part of it is you can often elicit empathy in other people. And I think that that's a good idea.

Stephanie Goss:
Yes.

Dr. Andy Roark:
And so if this person is coming in, saying to the staff probably individually, when you're talking to them and just say, “Hey, this person has been gone for four years and they've gone to veterinary school. And they're most likely a different person than when we knew them before.”

Stephanie Goss:
Yeah.

Dr. Andy Roark:
I mean, it's been a good chunk of time and they've had a lot of life experiences and they've gotten training and support and education in vet medicine. And it's very likely that this person is not going to be very similar to the person that you knew four years ago.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
And imagine if that was you. Imagine if you went and you did something and you got training and years went by and people immediately held you to the worst thing that you had done or your worst days from four years ago or five years ago.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
That would be hard. And so, again, I'm not discounting what you're saying, but people do grow and they do change, and this is where we are now. And so we owe it to this person to give them a fair shot because it's what you would want if you were coming back in and that's what I would want to give to you. And so we are going to pay attention. We are going to watch out for these behaviors because we know that there have been reports in the past and we're going to pay attention. And at the same time, we are going to give some grace and we're going to let this person come in and do their best-

Stephanie Goss:
Yeah.

Dr. Andy Roark:
… And we're going to support them and mentor them and try to help them become the best doctor that they can possibly be. But I don't want to write them off before they've even set foot into the building. That just doesn't seem like a right thing to do or the way that we treat people.

Stephanie Goss:
Yeah. And I think the other thing too, is that even if there hasn't been a lot of time, even if they were working during breaks and they were there in your practice this year, there's a big, fundamental shift that can and does take place for a lot of people shifting from being a member of the paraprofessional team, into being a doctor. And I have worked with people who have gone from being a technician or being a CSR, working in the practice to being a doctor. And even if they were working in my practice this year during their final year of vet school, right on breaks or whatever, I still have the opportunity to say to the team,

Stephanie Goss:
“Look, their role is very different and here is the expectation that I have for them, and the expectation that I am going to set with them as their boss and as their mentor and the person who is guiding them in this process.” And I would try and talk through that with the team to say like, “Don't think that I… Please know that I hear you.”

Dr. Andy Roark:
Mm-hmm (affirmative).

Stephanie Goss:
“And this is how I'm going to create the opportunity for there to be change for this person,” because there is a fundamental shift happening, not just in the four years that they went to vet school. Right? Because we all change as a person over a four year period.

Dr. Andy Roark:
Sure.

Stephanie Goss:
But-

Dr. Andy Roark:
Especially when we were young in the twenties.

Stephanie Goss:
Right.

Dr. Andy Roark:
And the difference in me at 28 and me at 32, I was a different person.

Stephanie Goss:
Right. But-

Dr. Andy Roark:
I mean a baby at that time, that's part of it. But I was a very different person.

Stephanie Goss:
Right. But also there is a shift and a change that is happening in changing roles from a member of the paraprofessional team to moving into a doctor role. So, so I think, to your point, being vulnerable and talking to people about that and also reminding them, “Hey, how would you want to be treated?” is a really good way to approach it and talking to them about, “Here's what I am going to do to set the stage in a positive way.” Right? So you're making them feel heard and you're giving them some reassurance and asking for their commitment to buy into this process. Right?

Dr. Andy Roark:
Mm-hmm (affirmative).

Stephanie Goss:
And let that new page turn. Let's start over fresh. This person is a doctor and this is what-

Dr. Andy Roark:
Yeah.

Stephanie Goss:
… That looks like in our practice.

Dr. Andy Roark:
Yeah. And it just, in the back of my mind, I sort of articulate this, is… Well, two things. Number one, I'm sitting here and I'm like, “Man, it would be interesting to put all on her Facebook page,” and I might do it… But like, I wonder what percentage of people that you have seen in your clinic who were techs or assistants and then went to vet school and came back, did they seem like different people? And I would love to put that out there and be, as a poll and be like-

Stephanie Goss:
Yeah.

Dr. Andy Roark:
… “Okay, think of people you worked with. And then they went to vet school and then they came back. Were they the same person, just with a white coat? Were they a little bit different or were they radically different?” I would be really fascinated. There's one in my mind. And it was a guy that was an assistant and he went to vet school and he came back and man, he's a different person.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
He was a laid back, funny guy and he went to vet school and he came back and not that he's not… Or wasn't wonderful, but he was no nonsense. “We're getting this right,” when he came back-

Stephanie Goss:
Yeah.

Dr. Andy Roark:
… And I was just like, “Wow.” Not bad. Just a-

Stephanie Goss:
Different.

Dr. Andy Roark:
… Radical shift-

Stephanie Goss:
Yeah.

Dr. Andy Roark:
… Over four years. I was like, “That's incredible.”

Stephanie Goss:
Yeah.

Dr. Andy Roark:
Just different person.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
But anyway, that's part of it is that I wonder how much of a shift people see. The other part is, it's just in the back of my head, that it's kind of rare for someone to work at a place and then go to that school and then come back to that place. And a lot of times people want to go to places that are different than where they were before. And it's also rare that someone has a very positive experience while the team around them has a negative experience.

Stephanie Goss:
Mm-hmm (affirmative).

Dr. Andy Roark:
Think about the time that you hung out with somebody and they really liked you and you didn't like them. It doesn't happen a whole, whole lot for. The most part, if someone really likes you, you tend to like them and it seems to be fairly mutual. And so the fact that this person liked this practice enough to come back after they graduated, I go, “Huh.”

Stephanie Goss:
Yeah.

Dr. Andy Roark:
That's just kind of interesting. And again, it just makes me wonder, “What was the experience when they were there because they liked it enough to come back when they clearly could have gone a lot of other places.”

Stephanie Goss:
Yeah.

Dr. Andy Roark:
What does that mean? So I don't know. And again, we don't have specifics on exactly what people said or things like that, but it just… I can't help, but roll that around in my mind a little bit of, if this was super toxic world, then I wouldn't expect this person to come back.

Stephanie Goss:
Right.

Dr. Andy Roark:
No one's like, “Oh, it's miserable there. Let's sign back up.”

Stephanie Goss:
Right. Yeah. No, I agree a hundred percent and that makes sense. And so, I think that's worth looking at, and I also think it might be worth reminding the team gently, figuring out how to remind them of that too. “I hear you,” and not in a way that makes them, their concerns, invalidated-

Dr. Andy Roark:
Yeah.

Stephanie Goss:
… But I feel like if the relationship was so bad that nobody liked working with this person, that would have come out-

Dr. Andy Roark:
Yeah.

Stephanie Goss:
… Before this point. And so I hear you guys. I see you, I hear your concerns. I'm going to address them. We are going to talk about this. And this is, again, moving into action steps, but I see you, I hear you. And we also got to move on because nobody said anything then.

Dr. Andy Roark:
Yeah.

Stephanie Goss:
So I can only work with where we are now.

Dr. Andy Roark:
Yeah.

Stephanie Goss:
And so here's what I can commit to you moving forward. Right? It's about, how do we transition that conversation? But I agree with you. I feel like, and we don't know, but I feel like if it was an awful situation or there really was something super concerning beyond maybe some rough animal handling, which… Let's be honest. I have worked with team members and even myself, what I learned in terms of animal handling almost 20 years ago when I first started in the field-

Dr. Andy Roark:
Sure.

Stephanie Goss:
… Is radically different than what we're learning now.

Dr. Andy Roark:
Mm-hmm (affirmative).

Stephanie Goss:
And even in just the last five years, the shifts in fear free approaches-

Dr. Andy Roark:
Yeah.

Stephanie Goss:
… And low stress handling. And the changes that we, as an industry, have come a long way, in terms of everyone having exposure to those things. And so I think reminding the team like, “Look, we're all growing and changing, and this is all changing. And it doesn't do any of us any good to hyper focus on this. Here's what we can do moving forward.” Again, it's solution oriented. But I think your point is really good and worth reiterating to the team.

Dr. Andy Roark:
Yeah.

Stephanie Goss:
And when you do it one on one, or you're talking to a small group of them together and circling up and saying, “Hey guys, I've heard your concerns. I want to hear them.” And then… Because I want to help you. I want to come up with a plan to set this doctor off on the best foot possible. And I feel like if we don't talk this out, there would be potential that this would not start off on the right foot. And I don't want that. And I know you don't want that either.

Dr. Andy Roark:
Yeah.

Stephanie Goss:
So let's talk this out and let's come up with a plan together for how are we going to start off, with a clean slate, on a fresh page and move forward together as a team.

Dr. Andy Roark:
I think that sounds great. Let's take a break and let's come back and let's do that.

Stephanie Goss:
Okay. Sounds good.

Dr. Andy Roark:
Hey Stephanie Goss, you got a second to talk about GuardianVets?

Stephanie Goss:
Yeah. What do you want to talk about?

Dr. Andy Roark:
Man, I hear from people all the time that are overwhelmed, because the phones never stop ringing.

Stephanie Goss:
Yes.

Dr. Andy Roark:
And I'm sure you hear from these people as well. Our caseload is blowing up and the doctors are busy and the phones just don't stop.

Stephanie Goss:
They never stop. That is a true story.

Dr. Andy Roark:
I'm amazed by how few veterinarians know about GuardianVets. This is a service where you have registered technicians who can jump in virtually and help you on the phones. You can flip a switch and GuardianVets can jump in and take some of the load off the front desk and they can handle your clients and get them booked for your appointments and give them support. And it really is a godsend.

Stephanie Goss:
Pre pandemic, it was amazing to me how many people hadn't heard about it for after hours call help. But at this point I can't believe how many people don't realize that they are offering help during the daytime as well, which I would think right now is a huge benefit to practices because everybody is shorthanded. Everybody is drowning in phone calls. And so we talk about it. We've talked about GuardianVets a lot on the podcast and every time we do, we always get somebody who says, “What is that?”

Dr. Andy Roark:
Guys, if you're not familiar with GuardianVets, if you think that you could use them help on the phones or up at the front desk, check them out. It's guardianvets.com. And if you mention our podcast, me and Stephanie Goss, you get a month free. So check it out, guardianvets.com

Stephanie Goss:
Two workshops coming at you from our dear friend, Dr. Tracy Sands. Tracy is passionate about amazing teams, building an intentional culture of appreciation. And that is exactly what she is going to talk to us about. She is leading the first workshop May 21st and it is retain your team, speak the languages of appreciation in your workplace. She's going to talk to us and work with us on how to learn about the languages of appreciation, but also talk about how do they influence our team and clinic cultures. That is happening May 21st at 2:00 PM eastern. That's 11:00 AM here on the west coast.

Stephanie Goss:
It is $99. You can participate if you are not an Uncharted member. And if you are an Uncharted member already, it's free as always. And part two is happening in June. It is June 25th. It is also a two hour workshop, also $99 for our non-members and free to our members. And it is be a part of a happier team strategies to build an appreciation culture in your practice. So this is going to be an even more in depth look at workplace appreciation, but the actual practical, how do we apply it in our practices to find out more head on over to the website at unchartedvet.com.

Dr. Andy Roark:
All right. So we are ready to make a plan.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
We talked about… We need, we want to adjust the team's mindset a little bit to give some grace.

Stephanie Goss:
Mm-hmm (affirmative).

Dr. Andy Roark:
We want to make them feel safe and make sure that they feel that their concerns are addressed. We want to set our new grad up for success.

Stephanie Goss:
Mm-hmm (affirmative).

Dr. Andy Roark:
We want to make sure that our patients are set up for success and that we're not going to have these problems, which again, if it sounds like I'm blowing them off, I'm definitely not. It's just when we don't have specifics and people are talking about things that are subjective that happened years ago, you go, “I don't know,” again, “If I'd had that information earlier on, it might have affected where we are, but here's where we are.” And so how do we address the concerns in a way that's not undermining the new grad before they start and setting them up as… Put them on a house arrest their first day out of training.

Stephanie Goss:
Yep. Yeah, no, I love that.

Dr. Andy Roark:
So yeah. So, a couple of things that I would do. I want to pick back up on your point and the conversation about… This vet knows you guys and she still chose to come and work here.

Stephanie Goss:
Right.

Dr. Andy Roark:
A lot of times you can diffuse some of this stuff by pointing those things out to the staff and say, “It's interesting to hear these concerns because this Dr. New Grad, she really likes you guys and she could have gone anywhere, but she wanted to come back and work here. And so she obviously had a positive experience and she speaks very highly of you guys in the team and wanting to be here. And so it's just interesting, you guys had a negative recollections and she obviously has positive recollections because she's enthusiastic about coming back.”

Stephanie Goss:
Yeah.

Dr. Andy Roark:
And it's just a way to put it back and be like… It's when you're like, “I like this person,” and somebody goes, “Well, they said such wonderful things about you. They're a big fan of yours.” You're like, “Really?”

Stephanie Goss:
“Okay.”

Dr. Andy Roark:
“Maybe they're okay.” I am a hundred percent that I did a “hangry”… I'm a grumpy old man. I'm like, “Don't like this person.” And they're like, “Andy, it's so good to see you again.” I'm like, “Oh, Hey. You are charismatic. I do,” I'm not sure, I'm not the only one who's been like-

Stephanie Goss:
[crosstalk 00:30:26] Sorry for the things I said when I was “hangry”.

Dr. Andy Roark:
A hundred percent… Things when I'm “hangry” and then someone is just nice to me and I'm like, “I was wrong about you.”

Stephanie Goss:
No, I think that's totally, totally fair and valid. And I think… So our mailbag writer definitely is approaching it, I think, from the right perspective. Right? Which is, “Okay, I got to talk to them about this.”

Dr. Andy Roark:
Yeah.

Stephanie Goss:
“I've got to make them feel heard.” Right? And so they said, “I've already talked to them one on one and I've validated their concerns. And I've also discussed the fact that I feel like we can't hold somebody accountable now-

Dr. Andy Roark:
Yeah.

Stephanie Goss:
… “For stuff that happened in the past.”

Dr. Andy Roark:
Sure.

Stephanie Goss:
And that is totally true.

Dr. Andy Roark:
It's not that it wasn't reported.

Stephanie Goss:
Exactly.

Dr. Andy Roark:
And we don't have any information on… Yeah, I agree.

Stephanie Goss:
Exactly. And so they said, “Okay, I have this expectation that this is how we're going to set this person up for success and what that should look like.” And so I think from an action step perspective, I think that's a really smart approach. I think having the conversation, doing the head space work, having them feel heard and validating their concerns and then… Okay, how do we move forward from here? And if you lay out… We're not going to address things that happened in the past now.

Dr. Andy Roark:
Right.

Stephanie Goss:
And we're going to start with clean slate and you lay out that plan and they are still… this is of the opinion that this is going to be the end of the world. Then I think it's a very different conversation-

Dr. Andy Roark:
Mm-hmm (affirmative).

Stephanie Goss:
… Because that's about buy-in and support and positive attitude as a teammate-

Dr. Andy Roark:
Mm-hmm (affirmative).

Stephanie Goss:
That's a very different feeling conversation than someone who just hasn't felt heard and validated and who is not sure what the plan is. And so I think it really is important to be able to tell your team and know… What is your plan for developing a new grad? What does that look like? And sometimes it's providing the team insight because they don't-

Dr. Andy Roark:
Mm-hmm (affirmative).

Stephanie Goss:
… They don't always see what is happening behind the scenes. And this is a good opportunity for you as a leader, to part the curtains a little bit-

Dr. Andy Roark:
Mm-hmm (affirmative).

Stephanie Goss:
… And let them see the magic behind the curtain so that they understand this is what development looks like. These are the meetings we have. This is the structure. This is the kind of things we were talking about. And I want you to be active participants in that. So when this person starts, when this Dr. New Grad starts, if you have concerns, this is how I would like to address them. This is how I would like to know about them. Because I want to be able to talk about things in the moment. Right?

Dr. Andy Roark:
Yeah.

Stephanie Goss:
I want to be able to give course correction. I want to be able to say, “Hey, when we saw this case yesterday, you were working with Sarah and she mentioned that this happened with the patient. Tell me more about what happened,” because I want the ability to hear your side of the story. I want the ability to hear her side of the story. And then I want the ability to set her up for the best success possible by me supporting her as her mentor. And here's what that looks like. Here's what those conversations can look like and inviting the team to be a part of that conversation, I think, is really, really important.

Dr. Andy Roark:
Yeah. I completely agree with that. So I think there's two pieces to it. There's one that is, “Okay, this is how you guys are going to give me feedback on how the new graduate is doing.”

Stephanie Goss:
Yes.

Dr. Andy Roark:
The other part is even, “Can I include the staff in the onboarding of the new graduate?”

Stephanie Goss:
Yes.

Dr. Andy Roark:
And that is really a way to… Again, because it goes back to these people don't feel like they have control and they're worried about this person coming in. Can I give them a feel of control either by saying, “Hey, this is how you guys are going to give me feedback to let me know that things are going.” And that may be enough of a safety break that they're going to feel safe-

Stephanie Goss:
Mm-hmm (affirmative).

Dr. Andy Roark:
Or they're going to feel like they have enough control. Okay, we have a voice. If there are problems, that we have a mechanism that we believe is going to be effective-

Stephanie Goss:
Mm-hmm (affirmative).

Dr. Andy Roark:
… That might be enough. And the next part is to say, “Hey, when we talk about onboarding, can we involve the staff? How can we have them involved in what's going on? Are we going to do rounds with the new grad and have the technicians come to the rounds as well?”

Stephanie Goss:
Yes.

Dr. Andy Roark:
And we're all going to be here together and things like that. And just say, “Hey, we're going to bake this cake with everybody in it together.” That's a terrible metaphor. I don't know. We're going to cut. We're going to peel this potato so that all the strips land in the same trash can. Metaphors that never caught on and took off. That's it. We're going to devein all the shrimp with the same knife.

Stephanie Goss:
That's a fun one.

Dr. Andy Roark:
I know. All right.

Stephanie Goss:
Reel it back.

Dr. Andy Roark:
Yeah. Reel it back. Okay. All right.

Stephanie Goss:
Reel it back in.

Dr. Andy Roark:
But-

Stephanie Goss:
No, I think that's-

Dr. Andy Roark:
The fact remains-

Stephanie Goss:
I think that's super fair.

Dr. Andy Roark:
Yeah. How can we get this in control?

Stephanie Goss:
Yeah.

Dr. Andy Roark:
If their concern is this person's going to come in and tank the culture. Hey, how are we going to communicate? And when we see behaviors, I think to your point, is important. I don't want to find out about them a week later on. I want to find out about them the day of. And let's be honest about what's probably going to happen. Right? Even if this person tends to be a negative person, let's say, they're going to come in. And most people are going to come into a new job and be on their best behavior.

Stephanie Goss:
Yes.

Dr. Andy Roark:
And really try to be the veterinarian that they want to be coming out of that school. And so even though the staff is like, “Oh my gosh,” this person's probably going to come in and be their best self, at least for the first couple of months anyway, and everybody will calm down and then we might start to see some bad behaviors creeping in as we do, when people get comfortable in a job. We're just going to manage them.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
But that's the most likely outcome in all of this.

Stephanie Goss:
I think the other way too, to actively get them bought in and participating in the process. The other thing that I might try is to ask them, “Okay, thinking about the concerns that we have, what can we do to train, not only this new person, who's stepping into a doctor role, but any member of our team-“

Dr. Andy Roark:
Mm-hmm (affirmative).

Stephanie Goss:
… “So that we don't have to address these concerns, so that you guys feel like the education is there ahead of time,” and get their participation and help in creating, whether it is training or protocols to address the concerns. Right? So if they were like, “Hey, this handling of the patients was rough. And here's what that looked like.” Say, “Okay, can we get them to help in the training piece of it?” Because maybe Kelsey is a rockstar patient with naughty cats and maybe Dr. New Grad was nervous handling naughty cats when she was here in the practice. So how can we have Kelsey help demonstrate and work on that with her so that it becomes a partnership. Right?

Dr. Andy Roark:
Sure.

Stephanie Goss:
And it becomes an opportunity for her to use her leadership skills and her skills as a technician to teach that new grad. I loved working with new grad doctors as a technician in the practice, because for me, it was an opportunity to work together.

Dr. Andy Roark:
Yeah.

Stephanie Goss:
It wasn't about, they're smarter than me, they're in a higher position than me. I can't teach them things. I always approached it very much from a place of, how do I teach you things that you need and how do I learn things from you that I need so that we can work together?

Dr. Andy Roark:
Yeah. And that has to come from leadership. Right? That's not the technician being like, “Hey-“

Stephanie Goss:
No.

Dr. Andy Roark:
… “Let me show you how to do this.”

Stephanie Goss:
Yes.

Dr. Andy Roark:
It needs to be part of the onboarding process. It needs to be part of mentorship. I would even make that even larger. And it really depends on the team and what you're trying to do. But if you are one of the practices that has a learning focus, which I always think is great. If you want low stress handling to be your learning focus for the team-

Stephanie Goss:
Mm-hmm (affirmative).

Dr. Andy Roark:
… Then I think that that's a good thing. We've got a new doctor coming in. We're going to circle back up.

Stephanie Goss:
Yes.

Dr. Andy Roark:
We're going to be having some presentations on low stress handling. This is something that we're going to be prioritizing in our practice. We're not calling out the individual-

Stephanie Goss:
Right.

Dr. Andy Roark:
… At all in any way, shape or form, but this provides us a platform for everybody to raise their game on low stress handling. And then it also gives us a platform to have conversations if we see lapses in low stress handling. A lot of times what's funny about, say “rough handling”, is there's a lot of clinics that never do any formal training on animal restrain or animal handling. And then they say, “Oh, this person was rough with a cat.” And sometimes if you don't give people better tools and they use the tools they have, again, it's almost like we've set this person up to fail.

Stephanie Goss:
Yes.

Dr. Andy Roark:
And get that as an excuse. And I'm imagining the best intention, which is this person's not trying to be rough-

Stephanie Goss:
Right.

Dr. Andy Roark:
… But they are worried about getting hurt-

Stephanie Goss:
Right.

Dr. Andy Roark:
… Or they're worried about getting bitten or they don't realize the perception of the way that they're handling a patient, something like that.

Stephanie Goss:
Yes.

Dr. Andy Roark:
And it's just a lack of training, a lack of knowledge, a lack of awareness. And people say, “Well, they really… This is unacceptable.” And you say, “Yes,” but is it on them or is it on the practice-

Stephanie Goss:
Right.

Dr. Andy Roark:
… That never trained them and gave them guidance or set standards-

Stephanie Goss:
Yes.

Dr. Andy Roark:
… About how we do this? And I think that's an interesting question.

Stephanie Goss:
Yeah. No, I love that. And I will say as a manager, if you are not taking the opportunity… Really, any time that you have a new team member, to try new things or to change things that didn't go right in the past and leveraging that, you're missing a trick opportunity big time there, because that is the best way to have a clean slate, is be like, “Hey, look, we have new doctor shorting. And so we're going to talk about this altogether as a team.” You're not calling out any one person and you have the opportunity to all collectively get on the same page and the team can get united over that reasoning in a way that doesn't happen if you're like, “Hey, this week, we're going to talk about fear free behavior.” It gives a reason for them to get bought in and participate actively from all sides-

Dr. Andy Roark:
Mm-hmm (affirmative).

Stephanie Goss:
… Without it being about, “Hey, we had this incident happen with this one person.” And so the whole team is going to get training as a result of this one person.

Dr. Andy Roark:
Right.

Stephanie Goss:
It doesn't have that same feel. It has this feel of, this is something that we are doing together to become better and-

Dr. Andy Roark:
Yeah.

Stephanie Goss:
… A better version of our ourselves as a team. And so that is definitely one of those things that, as manager, I always looked for. “Oh. Hey, we have a new person starting,” or, “Hey, we're trying a new program,” or “Let's take an opportunity to use it as a clean slate and start over.” So I think that that's super important and I think that getting them bought in and participating actively-

Dr. Andy Roark:
Yeah.

Stephanie Goss:
… In the process really, really is helpful too.

Dr. Andy Roark:
I agree. But I also really want to hammer on the point that you make, because I think that's really important. This is not something that we are doing. The whole team is getting trained because we don't trust Sarah.

Stephanie Goss:
Right.

Dr. Andy Roark:
And it can't be that. And I would just be up front and I would say, “This is not about that.” Right?

Stephanie Goss:
Right.

Dr. Andy Roark:
This is not about a new person coming in. I know that it is a concern that people have had. We are due for this. It seems like a good time. But yeah, this is not, “Hey, we have concern about one person so the whole team is going through training.” This is honestly where our practice is going and what we need to do. And it's something you guys are showing interest in. And so we are doing this together.

Stephanie Goss:
Mm-hmm (affirmative). Mm-hmm (affirmative).

Dr. Andy Roark:
Yeah. I think that that's really good. I think, in that same vein of onboarding the person, ask the other doctors to help mentor and support this person coming in.

Stephanie Goss:
Yes.

Dr. Andy Roark:
And it's just getting other doctors on board, it's building a support network. People want to know what the expectations are and having other doctors work with them and mentor them and support them is a great way to just bring a new doctor in and to adapt them culturally to the practice.

Stephanie Goss:
Mm-hmm.

Dr. Andy Roark:
It's funny, every practice has cultural norms about how we talk and how we talk about each other, how we treat each other, the things that we do. And if no one teaches you those cultural norms, you're going to have to stumble around until you find them.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
And we've all seen some awkward onboarding, where someone has come in and they've been awkward or they haven't really fit. And then, after months-

Stephanie Goss:
Yes.

Dr. Andy Roark:
… They figure out what's expected and they get on board. And everyone just forgets the awkwardness of when they first arrived. But man, we could have avoided all of that. We could have streamlined that process by having some mentorship, having somebody take them in. Ask the new grad if they're open to mentoring and support. Ask them what they want to do to get up to speed. I would really stress… I guess, the way that I would take it is I would trust a new grad and say, “Hey, I know you've worked here before, but I don't want that to detract from the opportunities that you get to be successful and from the launchpad that you get and from the support that you get.”

Stephanie Goss:
Sure.

Dr. Andy Roark:
It's easy to say you've been here and you know what's going on. I don't think that's fair to you. I think that that's short changing you in opportunities that you should have.

Stephanie Goss:
Yes.

Dr. Andy Roark:
And that's how I would phrase it, but I wouldn't allow the person just to slip in and go straight back to what they've always done.

Stephanie Goss:
Yes.

Dr. Andy Roark:
I would really push them into being mentored and supported.

Stephanie Goss:
And in that same vein, the other thing that I would do is call out that elephant in the room with the doctor in the sense that I would ask them, “Hey, coming into a practice that you have worked in before and working with team members that you have worked with before, is there anything that you are thinking about or worried about or feeling challenged by stepping into this environment?” Because you're not walking into a brand new practice where you don't know anybody. Right?

Dr. Andy Roark:
Mm-hmm (affirmative).

Stephanie Goss:
Call out the elephant in the room and ask them the same way that you're asking the team members who are voicing the concerns. “Hey, tell me more.” Ask Dr. New Grad because maybe she has some concerns of her own and maybe she'll acknowledge it. Maybe she's got some things that she's thinking about.

Stephanie Goss:
And again, this goes back to where we started in terms of the info gathering. It wouldn't be fair to have that conversation with the technicians who are voicing the concerns and not also have a similar conversation with Dr. New Grad. You don't have to say, “I had a conversation with some of the technicians. They brought up these concerns.”

Dr. Andy Roark:
Yeah.

Stephanie Goss:
This is where those mind tricks come in handy, those tools. But to say to them, “Hey, I want to make sure that you get to start off to your point, Andy, from a good launchpad.”

Dr. Andy Roark:
Yeah.

Stephanie Goss:
And you've worked in this practice. This is not your first time here. I don't want to assume. I don't want the team to assume that we're starting from a different place than we actually are. And I want it to be a clean slate for you. So is there anything that you're concerned about or any thoughts or challenges, worries, whatever. Let's talk about it.

Dr. Andy Roark:
Yeah.

Stephanie Goss:
And just have an opening conversation.

Dr. Andy Roark:
Yeah. How can I help you? And then there's the flip to that, which is, “Hey, so you are coming in as a new doctor and here's how you can help me. You are a leader in the practice now. And I really want to make sure that we have a strong, positive culture and I need your help-“

Stephanie Goss:
Yes.

Dr. Andy Roark:
… “As a leader in the practice, can you help me build a positive workplace, be supportive of the staff? I really need you to cheerlead for me and help keep morale up. And that's what I'm looking for, for a new doctor joining our team.” Remember relationships are a two way street.

Stephanie Goss:
Right.

Dr. Andy Roark:
But you can frame this as what support do you need from me? And maybe they'll throw you a bone, right?

Stephanie Goss:
Yes.

Dr. Andy Roark:
Maybe they'll give you what you need or if… even if they do or whether they don't, they say, “Here. Let me ask you for help, because this is what I need help with and this is what I'm looking for from you. This is how you can help me. I want to have a positive, supportive culture here. And my doctors have got to be positive, supportive culture leaders. And you can always bring me concerns and you can always voice your struggles, but I do need us to be… but it would help me greatly if you led the culture charge on the ground.”

Stephanie Goss:
Yeah.

Dr. Andy Roark:
And a lot of times it's amazing. When you ask someone and say, “Hey, can you help me with this? Will you lead this charge?” They will.

Stephanie Goss:
Yes.

Dr. Andy Roark:
And even people who may have a tendency to be a bit negative, if you say, “This is what I'm struggling with-“

Stephanie Goss:
Yes.

Dr. Andy Roark:
… “Can you help me in this way?” They say yes.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
And then you're just opening the door to giving them feedback later on very gently. And so when, if you start to hear negativity, things like that, you're not saying, “Hey, I need to talk to you about your negativity.” You're saying, “Hey, remember when you came on, I was asking for help and that trying to build a positive and supportive workplace is the number one thing for me.” And so, “I'm starting to see these behaviors,” or “I'm feeling like that's slipping. And I just wanted to bring it to your attention and ask you about it.” And it's, again, by just laying that expectation, asking for help at the beginning, hopefully you'll never need to do that.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
Hopefully the person will come in and they'll be positive and happy and everything will go great. And all of this will fade in the rear view and nobody will even remember that it was a consideration five years ago. It's laying some groundwork before you need it is never a bad idea.

Stephanie Goss:
Mm-mm (negative). Mm-mm (negative). No, I love that.

Dr. Andy Roark:
Yeah. I mean, that's about it.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
For me, the last thing is just go back to… Don't get wound up. Resist the urge to jump ahead.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
And that is the one thing, and it can be sort of frustrating is… And this is where it gets sort of unfair to a person, is if we make preconceived notions about someone and they walk in and do some small thing.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
And everybody flies to 11.

Stephanie Goss:
Yep.

Dr. Andy Roark:
That can be frustrating. That can be hard. The best thing is to hope that doesn't happen and try to prime the situation by asking about positivity. I… Yeah. I've just seen that a lot.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
It's confirmation bias.

Stephanie Goss:
Yep.

Dr. Andy Roark:
People, they'll make a preconceived judgment about someone. And then as soon as that person does or says anything that sounds supportive of that bias, people will jump on it and go, “Yep. I knew it. I knew it.”

Stephanie Goss:
Yeah.

Dr. Andy Roark:
And again, that's a bias and it's a pain in the rear to manage against, but just be aware that it is there. And, again, we'll work through it. But the big thing I would say to you as a leader is everybody should get treated fairly. And also in our standards should be upheld. And so the big things I say to the staff is, “Hey, you know the process. You know how this goes. Everybody gets treated fairly. We're going to work through the process and we're going to manage what comes,” and one of the big things that I've said to you guys, Stephanie, and the team is, “We'll come to a place where we don't know what's going to happen.”

Dr. Andy Roark:
You know what I mean? Or “We're making big changes in the organization,” or “We're doing different things.” And I've just found for me, the only promise that I can make for my team is to say, “You guys know I want you to be happy and if something breaks, we're going to fix it.”

Stephanie Goss:
Yeah.

Dr. Andy Roark:
And that's all I can promise you. And I've found that to be well received, but I think it's probably only well received if you actually do your best to fix it.

Stephanie Goss:
Yeah. And knowing our friend, I know that this is the case and I would agree with you. And I would think the last thing would be… I would probably ask the technicians whether you do it one on one with them individually, or if there's two or three of them that are really having some concerns, just saying to them, “Hey guys, I need your help. I want this to be successful. I want you to be successful. I want you to be able to build a good relationship with Dr. New Grad as a doctor moving forward. I want you to be able to help teach her and lead, and I want this to be successful. Here's what I need from you.”

Dr. Andy Roark:
Yeah.

Stephanie Goss:
And then just ask them for what you need. Talk about the fact that you need them to be open minded.

Dr. Andy Roark:
Yeah.

Stephanie Goss:
That you want them to assume good intent and tell them what that means to you-

Dr. Andy Roark:
Yeah.

Stephanie Goss:
… And ask for their participation, because then you can have an accountability conversation with them as you go if there really are concerns to your point, Andy, addressing their concerns.

Dr. Andy Roark:
Mm-hmm (affirmative).

Stephanie Goss:
So if things happen and there are concerns with Dr. New Grad, talking it out and addressing it quickly and not ignoring their concerns, but also from their perspective, asking them for their help and support. And if they go to that place of like, “Yep. See, I knew this is what was going to happen.” Say, “Remember I asked for your help. This is an example of where I feel when you say this, it makes me feel like you're not actively on board and trying to help me. I need you to change your attitude. I need you to-

Dr. Andy Roark:
Mm-hmm (affirmative).

Stephanie Goss:
… “Change the words that you're using, the tone that you're using,” whatever it is that is frustrating, right? Because we are humans. And by nature, we are going to change. We are going to slip up when we're changing our habits. And they are thinking about this person in one way, and you are asking them to change that habit. And you're asking them to have a fresh start. They're probably going to slip up. There's probably going to be something that happens that sets one of them off. And having the follow up conversation becomes easier when you've had the conversation and laid the groundwork to start and say, “Hey, I need your help. I would like you to get on board with me and this is what I need for that to happen.”

Dr. Andy Roark:
Yeah.

Stephanie Goss:
It becomes easier to have those follow up conversations.

Dr. Andy Roark:
Yeah. I completely agree. So, yeah. Awesome, man.

Stephanie Goss:
Oh. This was-

Dr. Andy Roark:
Thanks for talking through this with me.

Stephanie Goss:
Yeah. This was a good one. I hope that I hope that our listener friend finds it helpful and yeah, have a fantastic rest of the week, everybody.

Dr. Andy Roark:
Awesome. See you, everybody.

Stephanie Goss:
Take care.

Dr. Andy Roark:
And that is our episode is what we got. I hope you got something out of it. I hope you enjoyed it. I always love these conversations, man. Stephanie Goss is amazing. She is the best. Guys, I don't have anything else for you. Take care of yourselves. Be well, take care of your team. Remember you can't make people happy, but you do have the ability to make positive differences in the day of the people around you, just with a kind word and a smile. Just be the person that you would want to work next to. I think that's… I want to leave us with that because man, it was shown to me again today that we may not all have a ton of power, but we've got power to influence the people around us for good, or for ill. And hey, let's just do some good. All right guys. That's enough of that. Take care of yourselves. I'll talk to you soon.

Written by Dustin Bays · Categorized: Blog, Podcast

Apr 27 2022

Exactly How Do I Talk to a Negative Staff Member?

Uncharted Veterinary Podcast Episode 175 Cover Image How do I talk to a negative staff member

This Week on the Uncharted Podcast…

Are you a leader in your practice whose palms sweat and you might completely forget how to say what you need to say when confronting a negative staff member? Dr. Andy Roark and Stephanie Goss are tackling another letter from the mailbag this week. A long-time podcast listener wrote in and asked Andy and Stephanie to do some actual role play on how to address a team member who is (and I do quote) “the most pessimistic person on the planet!” Our listener is a manager in a corporate practice who has a negative staff member and they just don’t know WHAT to say or HOW to say it. They are reaching out for help to navigate some crucial conversations because this behavior is just not acceptable. This is a fun one, let’s get into this…

Uncharted Veterinary Podcast · UVP 175 Exactly HOW do I talk to a negative coworker?
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You can also listen to the episode on Apple Podcasts, Spotify, Google Podcasts, or wherever you get your podcasts.

Thank you to our sponsors! To learn more about this week's sponsor, GuardianVets, check out their website HERE.

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

Upcoming Events

May 21: Retain Your Team: Speak the Languages of Appreciation in Your Workplace with Tracy Sands

You can be the leader of a happier, more satisfied team, and it starts with understanding how each person in your practice feels the most valued.

Practice owner Dr. Tracy Sands is going to teach you about the languages of appreciation and how they can help you motivate, train and retain your staff in this 2-hour, LIVE workshop.

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.

All Upcoming Events

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 there 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 letter from the mail bag. This one comes to us from a fellow manager and longtime podcast listener. And they wrote in and said they are struggling with exactly how do I talk to a negative team member? They have to have a difficult conversation and were wondering if Andy I could do some role play around what a difficult conversation with a team member who is always so, so, so negative could look like. And this person happens to have an answer for everything. And this manager said, “That is part of my stumbling block. This person makes everything a big deal. They can't seem to get out of their own way. And I would love to hear how it actually should be handled. Because sometimes I find myself so sure that I understand the principles that you guys are talking about on the podcast. But then in the moment, I get stuck and worry that I'm screwing it up.” So I thought this was a great challenge. And I'm excited about this episode. Let's get into it. Shall we?

Meg:
And now, The Uncharted podcast.

Dr. Andy Roark:
And we are back. It's me, Dr. Andy Roark. And Stephanie say it like it is Goss.

Stephanie Goss:
How's it going, Andy?

Dr. Andy Roark:
Man, it's good. We are just a week away from, as we're recording this from, the April Uncharted conference. It will be over by the time this comes out. But boy, excitement is high here. I have an extern from the University of Illinois College of Vet Medicine Jason Szumski is here with me. He's living in the basement of my house, which is a heck of experience for him.

Stephanie Goss:
Did Jason bring his Energizer bunny batteries? Because keeping up with you is hard.

Dr. Andy Roark:
He did. I'm actually super impressed. I have not had an extra in a long time just because excuses, and time, and energy.

Stephanie Goss:
And a global pandemic.

Dr. Andy Roark:
And a global pandemic. I thank you for that. That was a big part of it as well. Man. Boy he's busting his hump though. I got to tell you. I got to tell you.

Stephanie Goss:
I'm excited. Our Uncharted team and our community adore Jason. He's great. He's been a student volunteer for us for virtual conferences over the past couple years. And it's going to be so fun to have him in person. I can't wait to see him and everybody else. The excitement level is getting sky high for everybody. As you can imagine, we haven't seen each other in three years at this point, and we are so excited to be able to see each other. And there's a frantic, frenetic, exciting energy happening in the community. And can't wait to see everybody. It's going to be so much fun.

Dr. Andy Roark:
He's going to get mobbed. He's a fourth year vet student who hasn't signed a contract with anyone yet. It's going to be like torn clothes.

Stephanie Goss:
It's open season.

Dr. Andy Roark:
Yeah. Oh boy.

Stephanie Goss:
It's a good thing this episode comes out afterwards and they don't already know that because once the attendees hear that, it's going to be open season on Jason Szumski.

Dr. Andy Roark:
Lot of head slapping, like, “That guy didn't have a job? Oh my gosh.” Oh yeah. All right. I mentioned this episode a couple weeks ago when we were talking about good stuff coming in the mail bag. And this was one of the ones I had seen. And I was like, “Man, this is a good episode. I'm excited to talk about this.”

Stephanie Goss:
Yes. Me too. This is a fun one. We got something through the mail bag, through a call from a colleague that you and I have worked with before. And they were just like, “Hey, I have been listening to some podcast episodes, and I've gotten some really good ideas for high level how to address some of the concern that I have. But I would really love for you guys to do some actual role playing and discussing exactly how you would have some conversations like this.” Because this letter came to us from a manager who is struggling because they have a team member who is super negative. Feels like they are always negative about things. And there's always an answer for everything. They're the kind of person who makes everything it seems like dramatic, and argumentative, and has an answer. And really just kind of in the words of this manager, can't seem to get out of their own way.

Stephanie Goss:
So it's funny because when I got this message in the mail bag, I emailed this person back and said, “Hey, give me some examples. Tell me what this looks like, because it could look a million different ways. And I want to make sure that we have a good understanding.” And they came back in and gave us some really good examples, because they said, “I listened to some episodes. And I felt like I understood the principles, but I wasn't sure how to actually do it. And I feel like in the moment, I always screw it up. I would just love to know how to say what I'm supposed to say.”

Stephanie Goss:
And it's funny because you and I both get asked that a lot. I think when people talk to us individually is like okay, I get that idea behind it, but how do I actually do that? And I think that's one of the challenges I know I had a lot managing. You would go to a conference or you would hear somebody speak and they would give you the high level overview, which was fantastic. Because you wrap your brain around it. And you're like, “Yes, I understand the direction I need to go in.” But actually, what does the roadmap look like? How do I get from point A to point B?

Stephanie Goss:
So yeah, so this one, we got some really good examples. One of them was they had some changes happen. They became a corporate practice, and everybody in the team was understandably concerned about what the changes would look like. And some of the things that started changing were for this manager, that they were looking in a more formal way at budgeting, and staff hours, and how to use everybody's time. And they were talking as a team about the changes. And this person in a team meeting made some comments like, “Does corporate not care that we need to pay our bills? They're trying to screw us by shortening our hours.” Then this manager was like, “I tried to talk about that. The volume of work we have.” The clients coming in the door, that dictates our hours. Not a corporate office that's saying, “These are the hours you have.” We're trying to actively look at what is coming in the door and use our time, our resource of staff smartly. And the comeback basically was, “I just take corporate practice. All they want is money.” So I was like that's a really good example of not only is this person giving negative responses, but they're doing it in a public way.

Stephanie Goss:
So I think you and I have some thoughts about the list of examples. And we'll use some of the other examples that were shared when we start talking through this. But let's start where we always do from a head space perspective and talk about when we have somebody on the team who's just really negative and who is this kind of person that always seems to have a comment, can't keep their thoughts to themselves. Always seems to share. And often from the example sounds like, does this in a very public way. How do we deal with that person?

Dr. Andy Roark:
Yeah. There's good head space here. Let's always just real quick lay this down to start off with is you got to get safe for the conversation. So don't talk to this person if you're triggered. Safe is can you sit next to this person? Can you smile at them? Are you assuming good intent? Meaning are you assuming this person is trying their best and they're not trying to undermine the practice intentionally? Do they really think that they are the voice of the other coworkers and that they're looking out for the other people? That's a way to assume good intent. They're doing it badly. But maybe that they're trying to do.

Dr. Andy Roark:
Has this person been set up to fail? Have they not been communicated with? Do they not know things that they need to know because they haven't been told or there are nuances that haven't been shared? That's F. And then E is the end result, is what do you want? What do you want the outcome to be? So part of it is get safe.

Dr. Andy Roark:
In these situations when someone is behaving this way and being combative, yes, we need to get safe. Another piece of that, this variation is the best way to deal with a combative person is you have to care, but not that much. You have to care, but not that much. Which means when you're dealing with a combative person, someone who's negative, and they're going to turn this into a thing. If you care a lot, then they're going to bait you into an argument or they're going to make you really mad, and that's going to make you less effective. So you need to be a bit more emotionally detached than you would otherwise be to compensate for the over emotional attachment the other person has, in my opinion.

Dr. Andy Roark:
I'm not saying I don't care. I do care. But I have this conversation, I am going to have a little bit of detachment just because I know everything is going to turn into the worst possible explanation of other people's behaviors. And I know that this person is not going to give me any grace, and I'm just prepared for it. And maybe I'll be wrong and I hope I'll be wrong. But if I just go ahead and plan for that and go, “You know what, they're going to react emotionally. I'm not going to take the bait. I'm not going to rise to it. I'm going to talk to the person about what we need to talk about and go on.” That helps me get in a very calm head space where I can work with this person and not be on pins and needles, and not lose sleep because I have to just detach and say at some point, it's going to be what it's going to be. And I just need to be okay with that.

Stephanie Goss:
Yeah. Yeah. I think that's super smart. I think the other thing for me is I as a manager, that advice I would give to myself is put on the hat that you wear if this person was a client. So I think through what are the things that I do?

Stephanie Goss:
Because there are people in the world who really always look on the negative side of things. There just are. Just like there are people who always look on the positive, always bright side, always happy. There are also people who live in the negative. They just love that head space. So for me, I am not that kind of person. And I really struggle when dealing with those people. So what I had little mental checklists that I always run through in my head when I knew that I was going to have to talk to, there was a couple of them who we had as clients, who never did anything to warrant firing, but just were generally negative people. And there was always something, some complaint, something to be worked up about.

Stephanie Goss:
So smile. Taking a second to take a deep breath and smile before I respond to this person. And put myself at mental checklist of how do I smile at them? How do I kill them with kindness? How do I have empathy without caring too much? Like you were saying, how do I care about them? I care about them. They're a member of my team. I care about them as person, but this is not about me. They just are a negative person. Or they're choosing to act negatively. That's not on me. I don't have to own that and let them rent that space in my head.

Stephanie Goss:
So for me, it's a lot about thinking about okay, I'm not going to take this personally. I'm going to put on a smile and I'm going to say, “How can I help you?” Because that is really easy to take someone who looks at things negatively, it's really easy to take that personally. Those clients used to get under my skin because I knew that they were going to have something to complain about. And I would find myself at the end of the conversation feeling really, really worked up. But when I would take a step back and think about it, the reason I was worked up is because I was taking it personally. I was letting it get to me because I was looking at it as a failure on my part. So part of it for me is how do I just put a smile on my face?

Stephanie Goss:
And ask them a how I can help, you know? And if I approach it from the perspective of I'm not taking this personally. I'm caring a little less, as you said. It made it easier to interact with someone who had that kind of negative outlook on life.

Dr. Andy Roark:
Yeah. I completely agree. Jamie Holmes has the saying that I use all the time, and I use with my kids. And I think it's been really helpful in talking to my kids a number of times in their life. And it's hurt people hurt people. And a lot of times when we have people who are really mad or really combative, they're responding because they've been burned in the past or because they're afraid, or because they're angry or they're hurt. And probably again, doesn't have anything to do with you, but hurt people hurt people. I see clients losing their mind. And yes, as a doctor, it makes me mad. I don't like people to yell at me, and I don't like them to yell at my staff. I think it helps me to look at that person and recognize that's a hurt person. That's a person who is afraid, or that is a person who is carrying a lot, or that person is really struggling. And they're lashing out because they hurt. And yeah, I've found that to be helpful again in my life. And I find it helpful in these situations.

Dr. Andy Roark:
Before we talk about how to have the conversation, let's talk about what conversation we should have. And that color as what I said a little bit about being a little bit detached. So as I said that, I said I haven't really shown my cards here yet. So that might sound a little bit strange or different from my usual advice of compassion first.

Dr. Andy Roark:
There's three highs of conversations that are like this. That looks similar, but to me are very different. And it really depends on what you're into. So as you said, there are people who have a negative worldview. They are loss-averse people.

Dr. Andy Roark:
So there's two kinds of people, right? There's people who look at opportunities and they say, “What's in this for me? What is the value? What is good?” And there's other type of people who look at it and go, “How am I going to get screwed? What is bad? What am I going to lose?” And that's just the innate wiring that people have is what is the cost versus what is the benefit? And we look at different ways. So a lot of times we look at people who are negative people, that's just their worldview. That's their mindset is they look and their first thought is, “How is this going to go badly for me?”

Dr. Andy Roark:
And again, it's not good or bad. It can be frustrating when you are the idea person, and your job is to get this on board, and their knee jerk reaction is going to be negative. But that's a lot of people. My wife would say that a bit about me, and I've just always been very open. And I would say, “Hey, just know when you pitch an idea to me, my first reaction will probably be negative because I will immediately go, ‘What's wrong with this idea?'” And I don't know why that's my first thought. But 100%. It's just before I can get excited about something, I have to run the caution list of how does this blow up in our face? Even if I see how it can blow up in our face, after I have ascertained that, I can then go ahead and circle back around and be like, “Okay, now I understand the risk. Let's talk about the benefits.”

Dr. Andy Roark:
But it can be really frustrating when you're bringing the idea. I sing the praises to these people a lot too, as someone who often sees what can be bad. Those people can be really useful. And those are people who spot problems. And if you talk to them in the right way and engage them, they can really help you to figure out what's good. Go to one of those people and say, “Hey, what do you think the main client complaints about our practice would be?” And they'll tell you exactly what the clients are of, “They complain about this and they would hate this, and they would not like that.” And then you say, “What do you think we could do about those things?” And they might very well give you some good answers, because they understand the problem. So those people, that's just one example, but they can be really valuable. So that's the person who's, that world view is just them. That's it, right?

Dr. Andy Roark:
The second type of conversation is with someone who's struggling. There are people who are overwhelmed, or they are afraid, or they have other things going on in their life. And they are reacting negatively because of their anxiety, because of their stress, because of their overwhelm, because they don't have the emotional support that they need. And those are struggling people. And often, what happens when you see these people is they will have a negative response or a competitive response to a particular scenario or topic. Or they will behave in a way that's out of character. Meaning I did not see that coming from him. I did not anticipate that reaction. That that may be a struggling person.

Dr. Andy Roark:
And the last is the undermining person or the toxic person. And this person has a pattern of negativity, but it's not just that their responses are negative. it's that their responses are negative and trickle out to other members of the team. They're not saying, “I don't like this idea.” They are saying in front of the rest of the team, “This is garbage,” and it shows that they don't care about us. That is a whole different ball of wax than, “I don't want to do texting in our practice. I don't want to do this new practice management system.”

Dr. Andy Roark:
This is something different, and it is not acceptable. Right? Yeah, it's not acceptable when people start undermining where the practice is trying to go. that that can't happen. And that is the definition of toxicity, right? That leaching out of negativity into the surrounding culture. Like yeah. That's toxic. That's a toxic waste leak.

Stephanie Goss:
Yeah. And it's funny because when I was reading through the responses that this manager sent back to us with examples and stuff like that, they summed up that section by saying, “These are just a few examples of what has become everyday toxicity.” And it was funny because I read through it and my first thought when I was outlining this and the episode and what we're going to talk about, I thought why are we even having this conversation? You have just documented a whole list for me of things that are unacceptable, truly toxic behaviors. And this is a person who before we talk about how do we talk to them, my question is should we even be talking to them? Because my answer was this is a really clear example to me of someone who needs to be let go to find opportunity elsewhere that's going to be a better fit for them, because they're clearly not a good fit for you or your team.

Dr. Andy Roark:
It was like, “What do you say to this person?” It was like the line that I heard once was, “I don't know how we'd get along without you, but tomorrow we're going to find out.” What are you saying? That's one option.

Stephanie Goss:
Yes. So that is for me, it is okay, we are going to talk about how do we have some of these conversations, because I think that makes a really good episode. And at the same time, I think where this conversation, if anybody is listening to this, and I know that this is going to be one of those episodes where people are listening, going, “Feel like they could be talking about my practice.” We've all been there. We've all worked with someone like this. I worked with the someone like this as a coworker. I have worked with people like this as a manager. And the real question I will tell you is if you're looking at the examples, if you've challenged yourself to really write down some concrete examples of this person's behavior or things that are happening. And as you said Andy, it's the kind of things that are happening consistently. They're happening in front of the whole team. The behavior and the negativity is leeching out to the rest of the team.

Stephanie Goss:
If you write those things down and you step back and look at it, and that's what you're seeing, for me the question is okay, you've moved well beyond what do I say? What do I say and how do I say it? And really the question you should be asking yourself, is should I even be having this conversation? Or is it time to look at it and say, the question is actually how do we part ways? Not how do I have this conversation?

Dr. Andy Roark:
Yeah, totally. And so the two things I would put down real quick, because I don't want people to think we're jumping to conclusions. Like I said, there's a laundry list of examples here of one person publicly pushing back and saying things repeatedly like, “I hate corporate. I hate this company.” And that's not okay. It's not okay to say it. It affects everyone else.

Dr. Andy Roark:
So two things I put down. Number one is toxic people generally don't get rehabilitated. Once someone becomes a toxic person that is having daily negativity, the research is pretty strong and supported. You are not coaching that person back. Once you get to that level, they are too far gone. People don't tend to be toxic when they arrive in a place. They become toxic overtime.

Dr. Andy Roark:
In this case, it sounds like there was an ownership change and there were significant changes. And this person may have gone this direction very fast. Because of the significant management change. But the ultimate outcome may very well be the same. And I'm not going to write this person off immediately. But I am going to the process of moving this person out. Giving them plenty of time to get on board or giving them opportunities to get on board, but they have to want it. And if you have a toxic person that does not want to not be toxic, they're not going to change their behavior. They're just not. And you are not going to be able to manage a toxic person. I see people all the time who are like, “Can I hide them somewhere?” Maybe if they worked in the back. And I'm like, “Nope. Nope. Nope.”

Stephanie Goss:
Oh my gosh.

Dr. Andy Roark:
They need to go. So the first part is toxic people don't tend to get rehabilitated. They generally need to be liberated. And the other thing is, we've talked about it a lot before. One of the things that helps me is management is all about picking your poison. So you have two nasty drinks in front of you. You can have the nasty drink of continuing to engage with this person every day, and try to lead a team with this person leaching their toxicity, and undermining what you're doing, and accusing you of having the worst motives you could possibly have again, and again, and again. Or you could go through the firing process. I know which one I'm going to drink. But you get to choose. Pick your poison.

Stephanie Goss:
Yeah. Yeah. No, I think that that's a good call. So I think part of that for me is you have to have some structure in your practice to figure out whether someone is toxic or not, and also to look at their, this falls into their fit level with the team. Right? So when we talk about assessing employees, we're assessing them based on their skills. And this is where a lot of times, people struggle. I have seen a lot of myself included, and my friends, and peers struggle with doctors or technicians where they have really high skills. They are really capable of their jobs. No matter role in the position, CSR, doctor, technician. They have a skillset that makes them excellent at their job from that perspective. And the other half is the fit, right? The soft skills. The can they talk to people, can they get along with the team? Are they supportive? Are they positive? Do they jump in? Do they involve themselves group projects? All of those kind of things. And this is where people struggle because they look at them as two independent silos.

Stephanie Goss:
And there are so many people that choose the poison of, “Well, I have somebody who is really high skill. So I'm just going to ignore the fact that they're not a fit. And I'm going to choose that poison of having that person there and having that daily interaction that is just negative for the rest of the team as a whole.”

Dr. Andy Roark:
Well, the vast majority of toxic people I see in practices are high skill. The reason is because no one would ever put up with them if they weren't technically good at their job. If you're like this person is horrible to be around. And I'm like, “Are they good at their a job?” And they're like, “Nope, they're awful.” That's a no brainer. You go nope. There are [inaudible 00:25:52]. Now I do see those. I agree.

Stephanie Goss:
I was going to say we have a lot of conflict adverse people in veterinary medicine. So there are lots of people in practices that are neither high skill or high fit. Because we don't want to deal with conflict and we don't want to say I've created an opportunity for you to be happy somewhere else, you know?

Dr. Andy Roark:
Yes. Yeah. I do agree with that. I do agree with that. So that's where, look at the big lessons that I learned. One of my mentors told me … I remember he had bought a practice and he was a partner in the practice. And I was working with him at the time. And he is gone to this practice. And he was talking to this brand new staff that had just come into their ownership and everything. And basically what he said to the group, and he said in a very nice way, but basically what he said was, “Hey, you guys are doing a great job. We're going to be making some changes. We're really going to the next level. And we want you guys to be a part of that. We would love for you to be here and be a part of what we're doing. And if you don't want to be here and be a part of what we are doing, that's totally fine. We will write you letters of recommendation. We will help find you other positions and other places. And there's no hard feeling, and the door will be open if you want to come back. What you can't do is stay here and fight against or work against the changes that we're going to make and where we're going.”

Dr. Andy Roark:
And to me, that's what this reeks of is to say to the person, “Hey, I want you to be here and be happy. And you are welcome to be here and be on board with what we're doing and be happy, or you're welcome to leave. And I will support you.” And anyone who asks, I'll say, “Hey, we went to a corporate ownership structure. It was not for her. And she decided that she wanted to leave. And that's what it was, and she was great. I'm happy to support you there. But what you cannot do is stay here and be miserable, and undermine what we're doing.” So those are sort of the conversations that we have with that person.

Dr. Andy Roark:
And before we start to talk in more broad terms about having harder conversations, the conversation I would have with this person is basically I would try to come from a place of compassion and say something along the lines of, “Hey listen, you seem wildly unhappy here.” And then I would recap. “Just in the last three days, we talked about these three or four different things. And I'm worried about you. And I don't like how unhappy you are here. And you're clearly pushing back against where things are going. It's not good for you. It's not good for the team as far as moving forward and getting on board.”

Dr. Andy Roark:
And then I would go into my, “I want you to be here and be happy. But look, if this is making you miserable, you are important and you are valuable. And you should do what's right for you. And I think that's probably leaving and finding something else where you're going to be happy because you clearly are very unhappy here.”

Dr. Andy Roark:
And that's the opening conversation for me is what do you think about this? Am I wrong? Am I misreading this? And if they come back and go, “No, I'm actually really happy here.” Then I'll say, “Well look, we need to talk about some changes so that you can continue to be here, because this is getting really bad.” And you hear that I did not say, “You're getting really bad, or even that you are unreasonable. I'm saying you are wildly unhappy, and it shows. It's not going to be able to continue on this way. So I want what's best for you. It sounds like that might be for you to find another place to work where you're going to be happy. And I don't say that because I don't want you here because I do. But man, I'm worried about you.”

Stephanie Goss:
Yeah. I love that. I love when you say, “You can stay and be a part of what we are doing here. Or you can leave. But what can't happen is you can't stay and you can't choose to fight against what we're doing.” What I love about that example you gave Andy is that it puts it in the future. And it takes the personal attack feelings completely out of it. They could still choose to take it personally. But the way that you're framing it is not personal at all. Because they haven't done anything wrong. You are setting the tone for the future and saying, “Hey, we're starting a fresh chapter. We are going to be making some changes. These are things that we are going to do in the future. We would like you to get on board.” And they are then actively making a choice from that point forward. It's not punitive. You're not looking back at the past. You're not talking about things that have happened in the past. You're talking about future behaviors.

Stephanie Goss:
So when they make their choice, are they going to stay, get on board? Are they going to choose to leave? If they choose to stay, then the conversation becomes, “Okay, you chose to stay here and be a part of the team. And today this happened,” right? Then it becomes future facing. So I love how you frame it because it takes that personal attack. It takes them from interpreting it in a personal way and going on the attack mode, because that's really hard to hear. Because when somebody tells you, “Hey, in the last three days, you've done these things,” right? That immediately is going to put someone on the defensive. And it is important. And we're going to talk through that. And that is giving concrete examples and showing with your words the behaviors is really important.

Stephanie Goss:
It's really hard for us as human beings to separate out ourselves from the behaviors. Right? And those are two separate things. So what's really important from an HR perspective is that we're keeping this in the behaviors category. We're not talking about her as a negative person. And that's where we struggle because for so many of us as managers, it's like when you're talking to someone in the moment, it's really easy to let the emotions become the leader in the conversation. And this is very much one of those conversations where you need to stay in the specifics and talk about the things that are being said or done in a specific example format to help move them forward. Because that is actionable. Saying that there's a negative person is not something that you can use as documentation to terminate someone's employment. Right? Or I guess you can, but you shouldn't. Should be more concrete than that.

Dr. Andy Roark:
Yeah, weak sauce.

Stephanie Goss:
Anyways, do you want to take a break here before we get into how to say what to say and how to have these conversations?

Dr. Andy Roark:
Yeah. Yeah. We can take a break here. The last thing I just wanted to say was circling all the way back around the beginning, this is exactly why I said at the beginning, a bit of emotional detachment is good. And why I said there's that extra you got to care, but not that much. It's because it is very hard to let these other things go and just have a future facing conversation. And act like the old stuff is water under the bridge. You know what I mean? That is very hard. The flaming, raging sword of justice calls your name from this person who has undermined what you're working on so hard and is crapping all over the hard work that you're trying to do. That is fully understandable why people want to grab that sword and take heads. It is the wrong move. The best thing is emotional detachment, and be smart, and play it as we kind of laid down. So anyway, yeah. Let's take a break here.

Stephanie Goss:
Okay.

Dr. Andy Roark:
Hey, Stephanie Goss, you got a second to talk about GuardianVets?

Stephanie Goss:
Yeah. What do you want to talk about?

Dr. Andy Roark:
Man, I hear from people all the time that are overwhelmed, because the phones never stop ringing. And I'm sure you hear from people as well. Our caseload is blowing up, and the doctors are busy, and the phones just don't stop.

Stephanie Goss:
They never stop. That is a true story.

Dr. Andy Roark:
I'm amazed by how few veterinarians know about GuardianVets. This is a service where you have registered technicians who can jump in virtually help you on the phones. You can flip a switch, and GuardianVets can jump in and take some of the load off the front desk. And they can handle your clients and get them booked for your appointments, and give them support. And it really is a godsend.

Stephanie Goss:
Pre-pandemic, it was amazing to me how many people hadn't heard about it for after hours call help. But at this point, I can't believe how many people don't realize that are offering help during the daytime as well, which I would think right now is a huge benefit to practices, because everybody is shorthanded. Everybody is drowning in phone calls. So we talk about it. We've talked about GuardianVets a lot on the podcast. And every time we do, we always get somebody who says, “What is that?”

Dr. Andy Roark:
Guys, if you're not familiar with GuardianVets, if you think that you could use them help on the on the phones or the front desk, check them out. It's guardianvets.com. And if you mention our podcast, me and Stephanie Goss, you get a month free. So check it out. Guardianvets.com.

Stephanie Goss:
Are you a super sad panda because you didn't get to join us in Greenville last week? Or were you with us in Greenville and you miss us already? We miss you guys too. In fact, I would love for all of you to be able to join us at some events that we have coming up, that you are not going to want to miss. Next month in May, we have the first, it is part one of a two part series. You can take them independently. But it is two workshops coming at you from to your friend, Dr. Tracy Sands. Tracy is passionate about amazing teams, building a intentional culture of appreciation. And that is exactly what she is going to talk to us about. She is leading the first workshop May 21st. And it is retain your team, speak the languages of appreciation in your workplace. She's going to talk to us and work with us on how to learn about the languages of appreciation, but also talk about how do they influence our team and clinic cultures. That is happening May 21st at 2:00 PM Eastern. That's 11:00 AM here on the West Coast.

Stephanie Goss:
‘It is $99. You can participate if you are not an Uncharted member. And if you are an Uncharted member already, it's free as always. And part two is happening in June. It is June 25th. It is also a two hour workshop, also $99 for our non-members and free to our members. And it is be a part of a happier team, strategies to build an appreciation culture in your practice. So this is going to be an even more in depth look at workplace appreciation, but the actual practical how do we apply it in our practices. To find out more, head on over to the website at unchartedvet.com.

Dr. Andy Roark:
We are going to hit the pause button for one second, because I have to give some shout outs. I have to say a huge giant bottom of our hearts thank you to some of our industry partners who just joined Andy and I, and the rest of the team and, the Uncharted gang in Greenville for our April Uncharted conference. Because without our industry partners, we could not continue to do the good work that we do at Uncharted. And we especially couldn't continue to have live events and make them amazing and fun. And that is exactly what we did this past week in Greenville. So I just want to give out a huge shout out and thank you to our friends at CareCredit, at Hill's Pet Nutrition, and Nationwide. Patrick, Emily, Sharon, Omar, Mike, you guys are amazing. It was so much fun to spend time with you in Greenville. And Andy and I just want to say thank you from the bottom of our hearts. And I know that the Uncharted community wants to thank all of your companies. Because you guys are amazing, and we appreciate your support.

Stephanie Goss:
All right. So let's talk a little bit about having these types of conversations before they get to the critical breaking point. We have situations where management structure changes and people make significant changes to their behavior. Usually these things come on more slowly. Usually we start to see negative behavior pushback questioning. It usually starts small, right? It's called a shifting baseline. And usually, it starts with a little bit of eye rolling. And then there's some grumbling. And then there's a little bit of complaining in the hallways. And then there's walking out of the staff meeting, which is a big thing. Not saying anything, but leaving. And then there's the open this is not working. How can you say this?

Dr. Andy Roark:
And it creeps up to that. It doesn't usually start that way. So the first thing that I always like to say is address it early. That's the action step is don't let it become a pattern. And it becomes a pattern because as you said earlier, and you're right, we have a lot of conflict-averse people in vet medicine. We have a lot of people who want to be liked by everyone. And these are hard management lessons to learn. I always feel bad when I'm like, “Look, everyone's not going to,” and you and I talked about this when we talked about being friends with the staff. You said, “Look, some people are not going to like you. You need to suck it up. You need to accept that.” And I'm like man, that sounds so harsh. And neither of us mean that in a you're in charge now. That's not how we mean it.

Dr. Andy Roark:
But there should be a little bit of internal toughening and understanding of you are the maker of hard decisions. And there will be people who don't come down on what you decide every time. And that's it. And as such, it is your job to balance the needs of the staff and to make the environment a positive place for everyone. And that means that you are going to have to have some uncomfortable conversations with different people to maintain that balance. Because otherwise, you're not going to balance it. And some people are going to ride rough shot over others and their behaviors are going to grow.

Dr. Andy Roark:
And it goes back to what I said before the break, which is a big thing in management for me is you pick your poison. Which is, would you rather have an awkward conversation now, or would you rather do significant cleanup in three months? And you've got people who are ready to quit. You've got five people who are angry, and you have one person who's put themselves in a position and has built a track record of breaking the rules and acting in a negative way. And now, you got to figure out how to deal with that. Yeah.

Dr. Andy Roark:
You know what? Over time, I have just come to believe with certainty that the awkward conversation is better. The other part of this I will say too is it doesn't have to be wildly awkward. I had a conversation recently with someone who was like oh my gosh.

Dr. Andy Roark:
So the story is, so I do improv comedy. So I was playing improv comedy. And someone who was on the improv comedy team that I was on, we were practicing improv comedy. So there wasn't an audience. We were just messing around. We were doing funny stuff and the person just, and again, in improv comedy, you make up everything on the spot. So it's all off the cuff, and it's fairly high stress and high pressure, right? Because you're creating this theatrical performance out of thin air. And a lot of times you react on instinct and things like that. And this person made a choice that could be conceived as stereotyping or be conceived as racist in the choice that they make. And it wasn't wildly awful or anything, but you go you know what, this could be conceived in a negative light. So we sort of finished up what we were doing. And then the discussion among a couple people was, “Well, what do we say about this?” And the discussion came down to we know this person, and they're a very kind and nice person. And we don't think that they're our intention was to offend or to belittle anybody at all.

Dr. Andy Roark:
So we want to say something because we don't want that to happen on stage or in front of an audience. And we don't want to continue to have that just be a part of our, it's not who we are. It's not what we represent. And it's a behavior that needs to be corrected. But the question is, how severely do you approach that? Do you call a team meeting and sit this person down and say these things? Or do you have someone sort of pull them aside for a second and say, “Hey, I just want to put something in your mind.” And just say it.

Dr. Andy Roark:
And a lot of times I think we know we need to have the ‘awkward' conversation. And to us, we take it seriously enough where it's about something that's important that we think it needs to have formality to it. And my point is a lot of times, you can absolutely correct behaviors, and make changes, and make people aware of things with minimal fanfare and in a very soft way. And we know that this guy, if we mention it to him, he's going to feel terrible. And he's going to say, “Oh my God, I did not even than think about that. I'm really sorry.”

Dr. Andy Roark:
And that's going to be the end of it. So there's no need to have a make it a big thing, but it needs to be addressed. So anyway, I use that example of something I saw fairly recently of there can be a tendency just to be heavy handed. When in reality for most people, they're having a bad day. And if you just say a little something and say it with some compassion, they're going to get it, and they're going to change behavior. And they're going to see oh yeah, I can understand why that was maybe perceived that way.

Dr. Andy Roark:
I think a lot of times we either air by not having the conversation or a lot of times we air by making it a big deal. And that adds to awkwardness and all adds to fall out, and makes us not want to have more of those conversations.

Stephanie Goss:
Yeah. You said something that's really important to me, which is when you're thinking about it and processing it, your response was, “Okay, I know this person. And I know that that would not be their intention to use racist language, or make a statement the way that they made it, or whatever.” Because if they knew the impact, if they knew my reaction would be X, they would not have done Y. I know who they are as a person.

Stephanie Goss:
That for me is one of the foundations. That idea, I learned it when I was learning how to have hard conversations. And one of the tools that I learned about was this idea called nonviolent communication. And for me, that is a foundation part of this. When I'm having a conversation with somebody, it makes the conversation easier to have to just say, “Hey, when this thing happened, I had this response to it. I know you. Based on our relationship, I know that you would not intentionally want me to feel like this. So I just wanted to say something about it, because it made me uncomfortable or it made me feel very awkward.” Or whatever the feelings you have are, right? You're sharing your experience with that person. You are framing it for them. “I'm not angry at you. I'm not upset. I'm not taking this personally because I know you. We have a relationship. And I know that inside of the context of that relationship, you would not want this to be the case.”

Stephanie Goss:
And I think that that's such a great example because it ties back directly to this person. If you have somebody on your team, you have a relationship with them. Even if they're a brand new member of the team. When I think about team, to me, that looks like people having each other's backs. And it looks like people who are supportive and who care about one another. And if I shared with somebody on my team, “Hey, you did this thing.” Or, “Hey, you said this thing this way. And it made me feel like this.” And I asked them for their help in not making me feel like that again. Shouldn't somebody who's on your team who you have a personal relationship with, shouldn't they want to change their behavior very simply and easily to your point, right? It's not a big production. It's not a big, “Hey, we're having a formal disciplinary conversation because this behavior can't continue.” It's, “Hey, “I value you as a person. We have a relationship and I need your help so that this doesn't happen again in the future because of the consequences or because it made me feel.”

Stephanie Goss:
Those are all setting it up correctly so that you are sharing your personal experience and using I statements, and all of those things that you learn about when you were learning about formal communication. But your point is such a good one, that it doesn't have to be this big overworked thing. Right? It can be a simple as, “Hey, I know you didn't probably mean for this to come off this way.” This what I heard when you said. Just that this is the response I had on an emotional level, because then you're taking it into you. Like it is about you not about them. It takes the anxiety level down a few notches and it becomes easy to say what were you, even if you're wanting to ask a question, what did you mean by that? What were you trying to do? What was was the intention asking them without accusing them, “Hey, I think you had the wrong intention?” That changes the entire dynamic of the conversation. And I love that. I think it's so important and that is a tool that I use a lot when I'm looking at these conversations because it is a really good one to use.

Stephanie Goss:
Just like you have a relationship, a personal relationship with your improv comedy team and your partners. You as a manager, speaking to our writer and our listener here, you have a relationship with this person. And you should leverage that relationship and say, “I care about you as a person. I care about our relationship. I care about our team. This is how this made me feel.” Or, “This is how the team felt.” Nobody wanted to continue the meeting, and we had to end early and everybody walked out feeling really uncomfortable. I felt uncomfortable. Whatever it is, it creates the opportunity for you to give them your personal experience there and ask for their help moving forward.

Dr. Andy Roark:
Well yeah. Whenever you start to have a conversation that feels like you are in the manager role and they are in the employee role, that's a high stakes high stress situation. The best feedback is feedback that people don't even know they got. That is the best feedback. You know what I mean is when you bump into each other and you have a couple of quick words and they say, “Hey, I saw what you did. And I was thinking about I think that in the future, it may be more helpful or more productive, or I think it'd be received better if you considered making this change. What do you think about that?” And you're like, “You know what? That's a good idea. That is a good change. Thanks for that. Great, buddy.”

Dr. Andy Roark:
And then it goes on and like I've heard those feedback conversation. You go, “That was a Jedi at work.” That was it. It was just low stakes, low stress feedback. And I think that that's what we should aspire to. The other part of it too, is there's, and this is just another trick out that same toolbox is seek first to understand when the person walks outta the staff meeting. If I'm at my best, my conversation with them sounds like this, and we're talking about what do you say? I'll say, “Hey, I saw you walk out of the staff meeting. What happened? What's going on?” And that's it. And I'm going to listen and they're going to say, “Well, I don't like this.” And I'm going to say something like, “Look, you seem to have really strong feelings or you seem to be really reacting emotionally to what's what's happening. Help me understand where you're coming from here.” And we'll have that conversation. And I'm listening to this person. Because I think a lot of times, the emotional reaction from a leadership side is how dare you disrupt this meeting? How dare you walk out? How dare you-

Stephanie Goss:
Because you're taking it personally.

Dr. Andy Roark:
100% you're taking it personally. Versus saying, “Hey, you were reacting very strongly. Help me understand why you feel this way.” And then when it's over, I probably can validate a lot of this person's feelings and say, “I understand this is a lot of change. And I do understand that you have concerns about getting the hours that you need. That makes a lot of sense why you would feel that way. And I'm going to commit to you and say, “I am going to do what I can, and I will work with you to make sure that your needs get met because I want you to be here. And in exchange, I need to make sure that you're not going to do things like that that are public, that send a message to the team that you're not on board, or that you're angry, or that sort of tank at the meetings. I'm always here and I'll always listen to you. But I need you to bring it to me this way and not to do public that things in front of the staff that are going to undermine what we're talking about or just distract people from the task at hand. Is that a fair agreement?” And again, it works better when these are not a pattern. That's the thing is once we get into dealing with a pattern of behavior, it's much more of an uphill battle.

Stephanie Goss:
Yeah. No, I love that you gave the example of how you do the mention, because you do that so well. And I think one of the challenges for so many of us as managers is that we do have a lot of conflict averse people in our field. And it may not be you as the leader that's conflict diverse. Might be of the other person. So as a manager, I've experienced that where pinning that person down and having conversation with them is real hard, because they don't like conflict. And if they know that you need to talk to them about out something, they're going to make themselves scarce, make it really hard to have a conversation because they already know. Right? So this is where I kind of have the 24 hour rule for myself.

Stephanie Goss:
So sometimes, it's always best when I can give that kind of feedback in the moment. And to your point, I think it actually is a great example. I've had that happen to me as a manager. Somebody walks out of the staff meeting and I'm like, “That's unacceptable.” You cannot choose to just walk out and not say something. That's not how we agree as a team to work together.

Stephanie Goss:
But if I chose to address that person after the meeting, it would be really hard for me on a personal level to keep my emotions under control, and not get hotheaded, and not go raging flaming sort of justice. And make it into a big disciplinary conversation. So one of the things that I had to learn how to do as a manager was give myself the space, calm down, take a walk, take a deep breath. And now sometimes, I can go take a walk, and come back, and have those conversations 20, 30 minutes later. When I was a young manager and just learning how to do this, I would give myself 24 hours, because I would need to go home and vent or decompress and really unload the anger because I leaned into those emotions very strongly at that point in my career.

Stephanie Goss:
But I would force myself to make a decision coming back to work the next day. I'm either going to say something about it now, or I'm going to let it go. I'm going to really truly let it go. I'm not going to let it go in the way that I'm still thinking about it and I want to reach for this as an example in the future and use it punitively, right? That's how our subconscious works. It's really easy for me to say oh yeah, I let it go. But I'm going to bring it up six months from now when the same thing happens again. Right?

Stephanie Goss:
So I would ask myself, am I going to choose to let this go or am I'm going to say something? And then I would say, “Hey, yesterday this thing happened. And I felt really strongly about it. And I really just want to talk to you. Can we just take a second to chat even privately?” Because for a lot of us, that's how do we have these conversations in a hallway full of people? We're in the pharmacy, we're in treatment, whatever. For a lot of us it's, “Hey, can we talk?” It takes practice, and it takes setting the tone and the culture for your team to feel like it's not weird to say, “Hey, can we go outside and have a conversation for five minutes?” And just truly have a conversation and not make a big thing out of it.

Stephanie Goss:
But for me, that was something that I had to set a rule for myself of okay, how do I mention this in the moment and also give myself the time to not get emotional about it and have that detachment? Because in the moment, that was really, really hard for me. And it stopped me from being able to not create a pattern, right? Because I would avoid the conversations, because I was angry or I was upset. I would let it go, but I didn't really truly let it go. And then I would find myself in a position where now instead of one example where I could have given them feedback in the moment about how I felt or how I wasn't okay with their behavior, now I'm talking about repeated incidents. And now I'm talking about a pattern instead of one single thing. And I think a lot of us as managers as we're learning and growing, find ourselves in that position where we're trying to deal with it when it's already become a pattern. And it's really hard to start that mention, the hallway conversations. It's really hard to have those when it's been ongoing, repeated behaviors that have happened over and over again, because now we've tied a lot of emotional energy into it. And now it becomes harder to stay detached like you were talking about.

Stephanie Goss:
So for me, I think your words are so, so important. Look, think about it. Maybe you're not even thinking about it for this person because maybe the pattern is already there, and it's not going to be possible for you to have those conversations without taking it personally and being able to mention it in the moment. But think about it for the next person that, “Hey look, the goal should always be start small when the stakes are low,” and just be able to say, “Hey look. This is the thing. This is how it made me feel. In the future could we do this?” Simple, easy to walk away, right?

Dr. Andy Roark:
Yeah. I agree. So let's land this thing. Do you want to run through some wording stuff or some examples? How do you want to do this?

Stephanie Goss:
I would love that. So maybe I'll share the formula that I use, because this is how my brain works. And then maybe you want to tack on anything else in terms of how your brain would work. So for me, I am one of those people where I get nervous when it's emotional. And I can often stutter. So I have to process it for myself. Just how my brain works. So I have a little formula that I work myself through to frame a conversation in my head. But for me, it is very much about okay, I have to start with when the thing happens. So when I see you, when I hear you, when you say this, right? And I want to give them a concrete example. And for me, the most important part of it is when I'm using an example, I want to make them see it. I want it to be really crystal clear. I want it to be objective, not subjective. So for me, that's about thinking about what happened, saying it out loud. And the test I have for myself is if I look in the mirror and say out loud the thing that upset me and I can't in my mind see exactly what happened and how it happened, I say it over, and I reframe it. And I work myself through what is the example?

Stephanie Goss:
And it was funny because when I was reading through, I asked a writer to give us some of the examples, and some of them were great. And other examples, I was like I still don't know what that looks like. I need more information, more details. Right? So that's litmus test for myself is can I look in the mirror with my eyes closed? Would I be able to see in the mirror what is happening? And if the answer for me is no, then I start over. But it has to be this is the concrete example. And then it has to be about me. How did that make me feel? What was the impact, right? The impact of their actions. So the first part is their actions. The second part is their impact. So, “Hey Andy, yesterday when we were in a team meeting and you said no when I suggested an idea for how we could handle something as a team, that made me feel,” whatever. Angry, upset, emotional, right? I'm telling you the action that happened, making it concrete, giving them examples the day when it happened, stuff like that. How did it make me feel? What was the impact?

Stephanie Goss:
“I know that you wouldn't intend for me to feel excluded from this process. So in the future, could you do this instead?” Right? So I'm saying, “When the thing happens, this is the impact. This is how it makes me feel.” Think whatever. In the future, what is the change that I need to see? What is the change the team needs to see? It's not about you are doing this thing and it's unacceptable. It's you are doing this thing. This is the impact to the team. In the future, this is what I need to see from you. Because if I'm giving them all of those things, especially then if I'm following it up with, “I can support you as your manager by doing this,” right? “I'm going to commit to touching base with you once a week and seeing how it's going as you try and change this behavior because I know that changing habits are hard. We're building a new habit. We're doing something new.” This is how I'm going to support you.

Stephanie Goss:
Whatever that looks like, when they're committing to making that change and you're supporting them, if the behavior continues now all of a sudden it's not about this incident happened, this one thing happened, and I'm having a conversation with you about one thing. Now we're having a conversation as a manager of, “Hey, we had a conversation. I asked for the change. This is how I asked for the change. This is what you committed to me. You told me that this is what you were going to do and how you were going to do it. The change in the behavior is not happening.” Now we're talking about a pattern. Now we're talking about refusing to make changes after they have committed to it. That's a very different conversation from a disciplinary process, from a documentation process. That is very different than, “Hey, this thing happened one time and I gave you some feedback or some correction information.” Right?

Dr. Andy Roark:
Aye. Aye.

Stephanie Goss:
That's a fun edit for Dustin.

Dr. Andy Roark:
Yeah. Yeah. I completely agree. So as I'm sort of going through this with you, I go okay. I definitely see this. I like your system. I think it's very similar to generally what I say, you know? So for example, thinking about sort of kicking this off and say, “When I see you on your cell phone during the staff meeting, it makes me feel like the work that I put into the meeting is not being appreciated. Or it makes me feel like the staff meeting is not valuable, because the whole point of having it is to communicate and to have people be present together. In the future, can you keep your cell phone put away and just be present with us? And I'll support you by trying to keep the meetings short, have an agenda. Make sure that they are maximally valuable. I'm not going to have you guys at meetings if you don't need to be there. Because I know your time is valuable.”

Stephanie Goss:
Dude, how could you say no to that? If somebody says that to you, I could give you an excuse. Or not an excuse. I could have a reasoning for why I did what I did. I was checking the timer on my phone because we have a patient who needs an insulin check. When you check their blood sugar at a specific time. So, “I was checking the timer on my phone. I'm sorry. I didn't mean for it to be the case.” Right? Because there are often, there are always at least two sides to every story. Right? And the truth is almost always somewhere in the middle of those things.

Stephanie Goss:
So you're creating an opportunity by saying exactly what you said and how you said it to me. You're creating an opportunity for me to maybe give you more information. And that is one of the important steps as a manager. That a lot of times I know emotionally, I tend to skip that step. I go from this is what happened. This is what I need to see happen. And it's hard for me because I lean into the emotion. It's hard for me to say, “You might have more information that when I find that information out, changes the way that I'm thinking or feeling.” Maybe it doesn't, but often time it will. So you by saying what you said create the opportunity for me to give you that kind of information. And maybe there's not. Maybe I was just checking Facebook, and maybe I feel guilty and I'm caught.

Stephanie Goss:
And I'm like, “Look, I'm really sorry. I really felt like what we were talking about in the meeting didn't pertain to me. And I was thinking about all of the other stuff on my list, and I just checked out, and I was checking Facebook, and I'm really sorry.” Right? But it creates that space in a way that doesn't feel like I'm in trouble, and I can't have a conversation with you.

Dr. Andy Roark:
Yeah. And you could even go softer than that too and say something like, “Hey, I saw you on your phone during the meeting. Is everything okay?” And then they'll go, “It was daycare.” And you go, “That's fine.” And some people out there are hearing this and they're like, “I was doing whatever. I was getting a text from whatever,” blah, blah, blah. And they're like, “Well, what do you say when they make an excuse?” And the answer is you don't say anything. You say okay. And generally, most people if they're on their cell phone and the boss says something to them after the meeting like, “Hey, I saw you on your cell phone. Is everything okay?” The message being sent is, “I am aware that you were on your cell phone and that is abnormal behavior, which is why I'm asking you if everything is okay. And hopefully, we will not have to have this conversation again.” Right?

Dr. Andy Roark:
The point is I don't need them to apologize for being on their cell phone. I just want them to not be on their cell phone in the future. Right? Another example I was thinking of that this goes right back to our original letter is the person says, “Well I hate corporate.” So I think, “When I hear you say you hate corporate, it makes me feel really defeated because I'm doing everything that I can to try to make this transition positive and good. And I'm working really hard. And as the manager, I kind of see myself as part of corporate. So when you say I hate corporate, it honestly hurts my feelings. And I hope in the future that maybe you won't say that. I will keep doing whatever I can do to try to make this transition better. And you can always come to me with feedback and tell me how I can try to support you guys. But I want you to know that I feel really beat up when I hear that language.”

Stephanie Goss:
Yes. Yeah. That's great. There was another example about this manager is trying to shift because they used to be on the floor. And they're trying to shift into taking a more active manager role. And they had been having a conversation with the team about why they weren't wearing scrubs, and working on the floor, and jumping in whenever anything was needed anymore.

Stephanie Goss:
And this person's response was, “Well, are we all just supposed to suffer because you won't help us?” So that's a great example of where you can say, “Hey, when you said that, it made me feel really defeated. I'm really trying to make a better environment for the team. And I feel like I really jump in and help when help is really needed. And I took that personally. And I know, at least I hope that you wouldn't intend to say that and mean for me to take it personally. Because I feel like we're teammates and I wouldn't want to be on a team with somebody who meant to intentionally hurt me. So I just needed to say something because it really bothered me. It really hurt my feelings.”

Stephanie Goss:
Because it's okay if that's the case. Whatever your response is as a manager, and this is where it gets into Andy and I can only give you ideas of what to say to a degree, and then it has to be about you and how did it impact you? What was the impact to the team? What was your own emotional response? But to be able to give somebody that example and just say, “Hey, this bothered me. I need to let you know that it bothered me.”

Dr. Andy Roark:
Yeah. It's definitely leaning into vulnerability. But vulnerability, it's a powerful tool. That one about, “So the rest of us are just supposed to sufferer.” That was the exact one I thought to myself emotional detachment. That was the one when I was like, “We're going to have to practice some real emotional detachment.” Because especially if someone says that in front of other people, it's hard not to react very strongly and very negatively. And that's also if I started the episode and you're like, “Boy, Andy's not messing around with this person.” Yeah. I don't see this working out.

Stephanie Goss:
Yes. And that was also where I immediately thought of the client example, because that felt like emotional blackmail a little bit to me, right? It's like the client who says, “Well, because you won't do this thing for free, just don't care about animals.” That's where really have to lean into that detachment. And put this smile on your face because it's not about me. That's about you. And that really for me is an example of where if somebody is saying things like that in front of the rest of your team, that's toxic behavior. That's the kind of client where they're standing and grandstanding in the lobby. I don't keep those clients. Same as the team. When somebody is acting toxic in that way and it's affecting the rest of the team, that should be a good, hard conversation.

Stephanie Goss:
So look, you have the conversation and then you document it. And it can be a simple as saying a note in there file that says on the date at this time, we had this conversation. This was what was committed to in terms of change of action. Everybody thinks about documentation in terms of I move from nothing to a formal writeup. And most of us skip those steps in between that are the informal ones. It's just documenting that you had the conversation, what was said, and why was it said. And what was the outcome coming out of that? Because at some point, if someone is truly toxic like this, you're going to move in the direction of HRing them out of the position, right? Out of their role. Creating the opportunity for them to be happy somewhere else involves documentation. So you need to know, what are you going to do? And you need to follow that process. But before you get to that process, it doesn't mean that you can't and shouldn't also document that as well.

Stephanie Goss:
And I've got some links I'll drop in the show notes for you guys for some good tips on how do you do that? What does that look like? Because it is really important to have the conversation, document it.

Stephanie Goss:
And then something that you taught me is that look, the follow-up to these kind of conversations cannot just be negative, right? If we have a conversation about negative behavior and then the next conversation that you and I have is the fact that you're still doing this behavior and it's pissing me off, there's no reason why I'm giving you to change the behavior other than, “Hey, if you don't change this, you're going to lose your job.” Then I'm just banging you with a stick. Right? I'm smacking it against your head. There is no carrot. I have to have the carrot. So there has to be … look, look past the behavior that they're doing that is frustrating you. Not saying forever. Look beyond that. Are there things that they are doing that are positive? Because there has to be some sort of positive reinforcement. When you catch them doing something good, say something. And give them a little bit of reward, because we know how we train simple animals. Right? What you always say. We are as human simple animals. And we learn how to be motivated by treats, and rewards. And it's the same with our team.

Stephanie Goss:
So I think that is really important part of the step is don't just look at them, and it's really easy to do human nature. I have done it countless times as a manager where I'm working on a performance improvement or disciplinary action plan with somebody. And it's really easy for me to only see the negative and only look for the infractions. And it takes a lot more effort to look beyond that and look at the positive. But that step is so much more important if you feel like the relationship is worth trying to save. Especially if you feel like the relationship is worth trying to save.

Dr. Andy Roark:
I agree. Steph, we're out of time. That's it from me. Man, that was a good episode.

Stephanie Goss:
Yeah. I hope this one helped.

Dr. Andy Roark:
Awesome guys. Take care everybody.

Stephanie Goss:
Take care 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 favor to ask, actually two of them. One is if you can go to wherever you source your podcasts 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 Dustin Bays · Categorized: Blog, Podcast

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