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Dustin Bays

May 03 2023

They HAVE To Be Talking Behind My Back, Right?

This week on the podcast…

This week on the Uncharted Podcast, Dr. Andy Roark and practice management geek Stephanie Goss are in the mailbag to tackle a question about what to do when you think people might be talking about you behind your back at work. In fact you are pretty darn sure it is happening because your bosses are alluding to people being unhappy with you but you aren't actually getting concrete examples or feedback to work with. Plus at least one team member was recently EXTRA salty with you on a shift, seemingly out of nowhere. This tech is feeling Undefined and Rudderless and asking for help. Let's get into this…

Uncharted Veterinary Podcast · UVP – 229 – They HAVE To Be Talking Behind My Back, Right?

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


Do you have something that you would love Andy and Stephanie to role-play on the podcast – a situation where you would love some examples of what someone else would say and how they would say it? If so, send us a message through the mailbag!

We want to hear about your challenges and would love to feature your scenario on the podcast.

Submit it here: unchartedvet.com/mailbag


RESOURCES

Upcoming events: unchartedvet.com/upcoming-events/


Episode Transcript

Stephanie Goss:
Hey everybody. I am Stephanie Goss, and this is another episode of the Uncharted Podcast. This week on the podcast, Andy and I got a letter in the mailbag that tugged at my heartstrings. We got a letter from a technician who called themselves Undefined and Rudderless, and he is really struggling as a male in a female-dominated industry now because he is having some challenges where he feels like his team is talking behind his back at work and he is really struggling. He has asked for feedback. He has talked to his bosses who actually have commented on the issue, but have provided no concrete feedback that has helped him change his behavior and he is really struggling. This one was one that Andy and I really enjoyed getting into the weeds on. So let's dive into it, shall we?

Speaker 2:
And now, the Uncharted Podcast.

Dr. Andy Roark :
And we are back. It's me, Dr. Andy Roark and the one and only Stephanie, give it to me straight, Goss.

Stephanie Goss:
That is very appropriate for today's episode.

Dr. Andy Roark :
Yes. Don't send no mixed messages. Give it to me straight. Yeah.

Stephanie Goss:
Give it to me straight. I will give it to you straight.

Dr. Andy Roark :
I know.

Stephanie Goss:
That is my M.O. I shoot straight from the hip.

Dr. Andy Roark :
There you go. There you go. How are things?

Stephanie Goss:
Things are trucking.

Dr. Andy Roark :
Things are trucking.

Stephanie Goss:
Trucking along.

Dr. Andy Roark :
Yeah. Holy moly, we're busier than a long tail cat in a room full of rocking chairs, as they say where I'm from. Oh, Appalachian Mountain sayings.

Stephanie Goss:
I was going to say got to love the Appalachian sayings. None of them make any sense.

Dr. Andy Roark :
Oh, well. Oh, man.

Stephanie Goss:
Oh, man. No, things are good. We are slammed. We are busy. We are recording this and it is the end of March. So we are just couple weeks away from the April Uncharted Conference, which is going to be amazing. I'm super excited about that and getting to see everybody. We just had Practice Manager Summit last week, so still riding the high from that was amazing.

Dr. Andy Roark :
That was amazing. That was a one-day virtual event. It was freaking amazing.

Stephanie Goss:
It was.

Dr. Andy Roark :
It went so well. And it's like our virtual events are not webinars. They are interactive workshops, and discussion groups. And especially, I really like this one-day format because people did a great job of putting the clinic aside for one day and just being all in on it. And man, it was great. I mean, it was really good.

Stephanie Goss:
It was.

Dr. Andy Roark :
We had a good number of people. I'll tell you my favorite part of that was we have some French listeners for this podcast.

Stephanie Goss:
We do?

Dr. Andy Roark :
And I see it on the statistics. I'm like, “There's a couple people in France listening.” We met them. It's a pair of sisters.

Stephanie Goss:
Yes. Yes.

Dr. Andy Roark :
It's Martine and Maryanne. Yes. And Martine was there. It was in the middle of the night and she was like, “I am here for this.”

Stephanie Goss:
It was 2:00 AM. I know.

Dr. Andy Roark :
Here I am.

Stephanie Goss:
It was absolutely amazing to me. And Maryanne has actually written into the mailbag, we have done several podcast episodes with questions that she has asked. And when you guys told me, I got a message during the conference and you are all like, “Have you seen Martine? She's here and she's from France.” And I was like, “Oh, I wonder if,” and I was just like, “It's her sister.”

Dr. Andy Roark :
Oh, man.

Stephanie Goss:
That made my day because it just, it's so surreal.

Dr. Andy Roark :
It was amazing. Yeah, it was amazing. And she was right in there. I was like, “Buddy, if you think the things you're struggling with in your practice only apply to you, you are so out of your mind.” These things are so universal and everybody is fighting different battles that seem quite familiar and similar in a lot of ways. And man, just getting really good managers together in that session for those days, for that one day, God, that was great.

Stephanie Goss:
It was. It was awesome.

Dr. Andy Roark :
I was so happy when it was over. I was so energized.

Stephanie Goss:
And it's funny to me because to your point, we all think that we're the only ones having the problems, right? And that's the number one thing that I think you and I both get told about the podcast is, “Oh my gosh. You guys were talking about exactly my issue.” And I think that's the thing is that we're not alone and we just did Manager Summit and Martine was there and it was 2:00 AM in France. And then last night we had a workshop with our teammate Tyler Grogan talking about creating fans in our practice. And we have a handful of members that are from Australia and one of them, Terry was there last night and it was today, it was a day ahead. And she's there and she's rocking. And you were talking about practice differences from country to country, place to place, it doesn't matter. We have similarity. We're all facing different facets of the same challenges. And so man, it's a good time right now. I'm jazzed about all we're doing and all we're talking about, whether it's in the community or at events. It's a fun time.

Dr. Andy Roark :
Well, especially if you're into management, the benefit of having people who have wildly different practice styles and cultures is huge. I was speaking in the Netherlands a while back. And so their economy is a little bit different. They have high taxes and they do a lot for their people. They have high taxes. And so employing people is very expensive. So most vet clinics are very small, like a doctor and two technicians and that's it. And they answer the phones and they do all the things, and it's just a wildly different model in a lot of ways. But man, when you ask them, how do you guys do this? The ideas that they have and the way they set their businesses up, you just go, “Oh, man. Boy, we can learn some things about efficiency from them.” And then they look around and go, “Wow. You guys, you do things wildly different because of how you're set up.” If you like new ideas, boy, doing some international work like we do with Uncharted every now and then, that stuff is so good. It always just cracks open my creative part of my brain.

Stephanie Goss:
Yeah, for sure. For sure. Well, we have got a great mailbag question.

Dr. Andy Roark :
I like this question.

Stephanie Goss:
And I'm excited to see where we're going to go with this because you and I were just talking getting ready for the episode and I was like, “I think we have multiple different problems in this question.” And you're like, “Nope. We've got one hour.”

Dr. Andy Roark :
I don't know. But we'll see.

Stephanie Goss:
I love it.

Dr. Andy Roark :
There's one question that needs to be answered and fix this problem. I don't know if it can be answered. I don't know if we can fix it, but I think that there's one.

Stephanie Goss:
Okay. So we got a mailbag question and it's from Undefined and Rudderless. And they wrote in and said, “How do you address the problem if it's not defined, if you don't know what it is?” So they've been dealing with people talking behind their back at work because the bosses keep eluding with comments and/or talking about problems during reviews or one-on-ones. And they were like, “Well, but of course I ask, ‘What am I doing wrong?'”

Dr. Andy Roark :
What is the problem?

Stephanie Goss:
“What is the problem? How can I change my behavior? What can I do to avoid these situations?” And repeatedly they are getting told, “Don't worry about it. You're doing a great job. Just keep working on being a team player,” alluding to the fact that it's not you, it's someone else, right? We've all had that conversation, “It's not you, it's me.” I got the sense that that's what they were being told. But then they said, “I was at work today and one of my teammates came up to me and literally started shouting at me about how I was lying about work that they were doing. And that they didn't want to work with me anymore and that they were sick of working with me. And this happens to be a letter from a male in our industry.” And they were saying, “As a man in a woman-dominated industry, I am often very careful about what I say. And when I get stressed during busy days, I tend to withdraw into myself and focus on my work.”
And so they were like, “I want to fix this. I want to be a good team player. I want to work well with my colleagues, but how do I address the problem if I don't actually know what it is? And how do I address my bosses continually telling me not to worry about it, turn up and do my job? But then have days like this where my colleagues are clearly angry at me not wanting to work with me. Clearly there's a problem and I want to do something about it.”

Dr. Andy Roark :
Yeah. I felt this. Just reading through, I imagine the frustration of being like, “I'm sorry. What did I do?” And they're like, “I think you know.” That really is, “I don't know,” “I think you do, the issue.”

Stephanie Goss:
Oh, man.

Dr. Andy Roark :
It's just the issue. What is the issue? It's the thing you need to work on.

Stephanie Goss:
I would be seeing red. I would be so angry.

Dr. Andy Roark :
I would like, “Are you pranking me?”

Stephanie Goss:
Am I on Punked?

Dr. Andy Roark :
I'm like, “This is it.” So that's why I said, “I think there's one problem here.” I'll come around to it at the end. But here's what I think the problem is and I hope that my old man brain will hold on so I can remember what it is at the end. I forget what I was going to say. It's a real… Should make a note for myself. All right. But let's start with that case. So I want to approach this from the perspective of the person who wrote the letter, right? Because they asked, “What do I do?”

Stephanie Goss:
Sure.

Dr. Andy Roark :
And so I can look at this from a lot of different ways, and my gut is always to look at it from a leadership, mentorship, manager position looking down. That's not what we're dealing with here.

Stephanie Goss:
No. Yeah.

Dr. Andy Roark :
And so I really want to help out Undefined and Rudderless from where he is in this situation. Okay?

Stephanie Goss:
Yep.

Dr. Andy Roark :
So the first thing is I would say, you have to try to be positive in this situation, right? And you have to try to be positive. This is not fair. What I'm about to say it's not fair and I want to own that it's not fair. It's not fair. It's not fair that other people seem to have a problem with you and they won't tell you what it is, but if you get mad, you are going to look like the bad guy.

Stephanie Goss:
Sure. Yeah.

Dr. Andy Roark :
And that's not flipping fair, but fair is where pigs win ribbons.

Stephanie Goss:
That one actually makes sense.

Dr. Andy Roark :
The first one made sense too. Have you ever seen a long-tailed cat in a room full of rocking chairs? She doesn't sit still.

Stephanie Goss:
Okay. I digress.

Dr. Andy Roark :
Fair is where pigs win ribbons, right? If you get mad, there's a decent chance this is going to get tagged onto you as the bad guy. And that's not fair. It's like when you're an older sibling and your younger sibling keeps messing with you, and you know if you get mad, you are going to get in trouble. And your sibling knows if you get mad, you're going to get in trouble. It's that thing. And you go, “I thought I grew out of this at age 12,” but you didn't because people are children their whole lives.

Stephanie Goss:
As an older child, I am feeling the pain right this second because I know that pain.

Dr. Andy Roark :
Well, that's why I said I felt this so much is like, I'm like, “Oh man, that's such a sucky position to be in,” where you're like, “I feel like I'm getting treated unfairly,” and it sounds like you are. And if you mishandled this, there's a chance you're going to end up looking bad. They can hang this on you as the bad guy, and that sucks. But know that up front, we're going to take some deep breaths and that's why we got to get our heads straight here. We've got to get into know that, but don't let that burn resentment into you. Just know we need to be careful in how we handle this. So careful in how we handle this is the first thing. The second thing is I'm going to say you have options. Never forget that you have options, right?
And so we're going to fix this or I'm going to recommend that you consider going somewhere else. That's where we're going to go, that's the ultimate solution here. So it's not fair, but we're going to fix it. And if we can't fix it, I'm going to recommend that you go somewhere else. And I think you're going to find a lot of opportunities because men are diversity in this industry, which is ridiculous, but true. There's a lot of vet practices that would love to have some dude energy in their practice. And so you will have opportunities if you want to go somewhere else.

Stephanie Goss:
Fair, fair.

Dr. Andy Roark :
Okay. All right. So that's that. Okay. So the first thing, start in good faith.

Stephanie Goss:
Yes.

Dr. Andy Roark :
Start in good faith and come from a point of curiosity. I actually really like the way that this was written of like, “I don't know what I'm doing and I ask about it, and I'm not being told what the answer is.” I think at one point, I think the big thing is, look, at this point out, take some deep breaths. We're going to take a step back. We're going to hit the reset button. We're going to go at this with a blank slate. And so let's get our head straight. So we're going to go over the blank slate. We're going to go back into this and from a genuine point of curiosity and to ask questions, and to ask for help and understanding.

Stephanie Goss:
Yes. Yes. Okay. So a lot of times when we talk on the podcast, we talk about safe and we talk about having a safe conversation. And certainly if people are shouting, that's not the time to have the conversation. But there's two pieces of safe that are I think are really important here. One is the assuming good intent. And so getting your point about getting curious with your bosses and just asking questions is a great one. And before that, I would start with the pre-work and ask yourself, “What else could this possibly mean?” And the reason that I say that, and when we talk about safe, we usually talk about, how have you been set up to fail? And one of the reasons why you should ask yourself, “What else could this mean?” Is that as a manager from an HR perspective, when there are multiple people involved, I can't always tell you what you want to hear, right?
And so I could totally hallucinate a situation, especially with some of the additional information we were given with the other person literally shouting and yelling at you. I could totally hallucinate a situation where maybe you have a coworker that is not behaving the way that they should. And as a manager, I am dealing with that situation from an HR perspective, I can't necessarily disclose that to you, I can't necessarily talk to you about specifics. And so I think assuming good intent and then asking yourself, “What else could this mean?” helps set you up for a good head space to go into a conversation with your bosses where you can get curious and ask questions.

Dr. Andy Roark :
I agree with that. I think this conversation, I think there's two conversations here that could potentially happen, which is why I think you said that there were two problems when we started. I would say I think there's two problems or two conversations that you could have. And so the first one is up at management, which means if you say, “I feel like there's people who are unhappy with me. I'm not sure what to do. I'm not receiving feedback. I don't know what behaviors to change or how to address this.” That's the conversation to have up the chain. And it sounds like this person has gone that way. I'm going to say when we do fresh slate, I'm going to go have this conversation again. And I really want to push you to push harder in this conversation, because you've tried it and it didn't go anywhere.
And so the conversation I would have up the chain is you go in, I'm going to go in with a spirit of curiosity, but I'm also going to remember that clear is kind and I want to be kind to the management because I'm getting tired of this. I'm tired enough about this that I'm writing to Andy and Stephanie, and calling myself Undefined and Rudderless, right? That means something. You know what I mean?

Stephanie Goss:
Yes. Yes.

Dr. Andy Roark :
Okay. This is not like, “I had a rough afternoon.” This is like, “No. This is weighing on you, my friend.” And so I'm going to go have that conversation. I'm going to say, “Hey, I continue to feel like people are unhappy with me. I had someone come up and shout at me and I don't understand why. I genuinely don't know what I'm doing here and I really need feedback because this is affecting me.” And if they say, “No, just do better and be more of a team player,” I would then push back and say, “I need specific action steps and I need areas to focus on and develop. And so I need feedback on exactly what that means so that I can make changes or address problems. And I don't know what it means to be a good team player or to do better.”

Stephanie Goss:
And I would also tell them how it's impacting you, because nobody wants to go to work and feel like people are talking about them behind their back. And so if you say exactly what you just said, Andy, which is like, “I need to know what that looks like. I need to know what that sounds like. Give me the feedback,” and then it's crickets. Or they tell you, “You're doing fine. Just be a team player,” then that's where you need to say, “I can't actually accept that as an answer because this is affecting me. I don't want to come to work in a place where I feel like people are talking about me behind my back, where I feel like I'm making people angry or I'm upsetting people. This is not working for me. And so I need you to help me, or I am going to have to make changes,” that could involve leaving your job. And it's not a threat, right? “This is how it's impacting me and I need you to understand how serious this is to me because that's not fair.” It's not fair.

Dr. Andy Roark :
Yeah. When I have this conversation, I'm exactly with you. That is step three is to say, “This is the impact it's having on me.” I completely agree. When I have those conversations, I never want to threaten, I never want to be like, “You're going to tell me or I'm going to quit.” Oh, don't do that. That's nasty. And people don't like ultimatums.

Stephanie Goss:
Yeah.

Dr. Andy Roark :
And it just escalates the whole thing. It's not worth it. The language, however that I specifically honestly use, but I'll say, “This is how I'm feeling and this arrangement is not working for me. And it's making me uncomfortable to a level that is not sustainable.” And that's where I stop because I'm not saying I'm going to leave and I'm not bluffing. This is not a negotiation tactic. This is clear as kind. But I see a lot of people who don't say that. They don't say, “This is not working for me, and the experience that I'm having at work it's not pleasant and it's not sustainable for me. So I'm going to need a resolution here and I'm happy to do what I need to do on my side to make that happen, but I need guidance in what that is so that we can resolve this. And I can get back to being comfortable here.”

Stephanie Goss:
Yeah. Because I think otherwise you run the risk that they don't understand how much you're bothered by it. They don't understand how much it's impacting you. They don't understand how much it means to you. And there have been conversations in my life when I think about it where I had no idea that the other person felt the way that they did until they said something that made me realize the gravity of the situation, right? And this is the moment where you have to figure out how do you do it in your language, in your comfort level to say what you're saying, Andy, which is, “This is affecting me and I can't keep doing this.”

Dr. Andy Roark :
Yeah. You don't have to be wildly dramatic too.

Stephanie Goss:
Right.

Dr. Andy Roark :
And I don't know how much to play gender into this as being a man and having these feelings of not fitting in and being bothered by that. And because I don't know this person. And when you say, a lot of times people don't know how other people are feeling. At one point this person mentions in their email, “I tend to get stressed on busy days and I withdraw to focus on my work.” If you're kind of the quiet guy who's just doing his stuff, people make assumptions about how much or how little you're affected by what's going on. And again, this doesn't mean you have to be an emotional presentation if that's not who you are. You can be calm and reserved and also articulate about, you can say, “This is how I feel and this is the impact this is having on me. And this is where I am as far as my feelings coming into work in the morning.”

Stephanie Goss:
Yeah. I think you were spot on where I think that there's two separate conversations, right?

Dr. Andy Roark :
Sure.

Stephanie Goss:
And I think from an action-step perspective with this first conversation is you have to have the conversations with your boss. Because they are the only ones who can do something about it, right? This is your relationship with them. And if you are not getting what you need and your needs are not being met inside of a relationship, the only other person who can solve that with you is the other person or the other people. And so you have to have the conversation with your bosses and use the language that is going to matter and tell them how it's impacting you, how it's affecting you, and ask them for their help in resolving the situation. Because there's something going on here, whether it's that they are just avoiding conflict, whether there's an HR issue and they can't actually talk to you about it. Maybe they just don't know how to manage really well. There's a bunch of different reasons why it could be going the way that it is. We don't have enough information and can't hallucinate why that would be happening, but they're the only ones who can help you solve that problem.

Dr. Andy Roark :
I agree. The last point in this conversation up the chain that I would really emphasize is, remember speak in specifics, especially since this person came up and yelled at you. I would go in specifically reference like, “Hey, on Tuesday of last week this person came in the treatment room and yelled at me, and this is what she said. And I do not understand. I didn't know what that was a reference to, but I'm literally being yelled at.”

Stephanie Goss:
Yes.

Dr. Andy Roark :
And put that forward because that's not okay. It's not okay for someone to come in and yell at another employee in the building. That's not professional. That's not how a place with a good culture would people treat each other. And so we need to talk about that. And again, I'm not going to necessarily tattle and like, “Oh, you need to fix this.” I am going to say, “This is what happened. This is a case in point. I am not making things up about people seeming uncomfortable or talking behind my back. This altercation happened.”

Stephanie Goss:
And it is their job to provide a safe workplace. And no one should be working in a workplace where people are literally shouting at each other, or screaming at each other, or there's physical altercations, that is a hard stop. It is their job as an owner, as a manager to provide a safe work environment and that includes a psychologically safe work environment. And so that is your opportunity to very clearly give them the specifics and then ask them for help in resolving the situation. Knowing you're going to do your part, you want to get better, you want to work on things, and you're asking them openly for that feedback. But if someone comes up and just starts shouting at you, if that's what happened, you didn't do anything wrong in that situation. So there isn't anything for you to work on in that instance that is about them doing their jobs as leaders.

Dr. Andy Roark :
Sure. Well, I agree. And to put an even tighter pinch on the leaders. Let's say that he did do something wrong. Let's say that he's doing something that's really hacking people off. He's microwaving salmon for lunch or he has shoes that squeak really loudly all the time. Yelling at him is not how we handle this problem, right? The person who is frustrated has two options. They can go and talk to Rudderless and say, “Hey buddy, we need to have a talk about the break room in lunchtime.” Or they can go and if they don't feel comfortable talking to him, then they can go to management and say, “Hey, this is a problem,” and then management needs to talk to our writer, Rudderless. At no point is rolling up and shouting at another worker. That's not step three, that's not on the list of steps.

Stephanie Goss:
Right.

Dr. Andy Roark :
So anyway, that's it. That's again, if this person who's frustrated feels like they have a legitimate concern, and one of the things I really liked about this letter was the writer seemed very open to the idea that he might be doing something that's frustrating people, he just doesn't know what it is.

Stephanie Goss:
Right.

Dr. Andy Roark :
That made me like him a lot. I've said it a bunch of times. The number one most underrated leadership, communication, teamwork skill that exists is self-awareness. The most underrated. Because if you're dealing with somebody who does not have self-awareness, they are never going to get better. You know why? Because they don't know that they need to, or they don't have an accurate view of how they could get better. When somebody says, “Hey, I might be messing this up, I would like to know how so that I can fix it.”

Stephanie Goss:
Right. So I can work on it.

Dr. Andy Roark :
I generally immediately like that person and go, “You, my friend, seem to have the potential.”

Stephanie Goss:
Yes. Yes.

Dr. Andy Roark :
And again, that's an initial reaction. So putting the squeeze on the leadership, our writer is not getting clear feedback, which should not be the case, especially if there's something that's bothering him and he's asking for feedback. They're letting him down.

Stephanie Goss:
Yes.

Dr. Andy Roark :
If this other person is angry and has sent that complaint up the chain, leadership is also letting her down because her concerns are not being articulated at all in a clear way to the person who would be able to address them. And so both of those are squeezes on the leadership. And so that's my thought there. And again, I'm not passing sentence here because as you said, a lot of times with HR stuff, we can't tell people different things and I don't know, I don't know what's going on about this.

Stephanie Goss:
Right.

Dr. Andy Roark :
So that's the first conversation with me is up the chain.

Stephanie Goss:
Okay.

Dr. Andy Roark :
The second conversation is obviously going to be with the other person, and I would not do this. So we always start with timing like, “I'm not going to go talk to this person 30 seconds after they yelled at me.” But the next day I would go and say, “Hey, can we talk about yesterday?” And then when they say, “Yes,” I would say, “I don't know what I did to upset you. It was not my intention to upset you. I want to be good to work with. Can you tell me what I did or what you think or heard that I did that made you upset?” And then I would stop and listen, and that's it like, “Can you tell me what's going on?”

Stephanie Goss:
Yeah.

Dr. Andy Roark :
Yeah. I would open up with the why, which is, “I want to be good to work with and I honestly don't know what I did. And I just want to understand. Can you help me understand what did I do?” And then listen.

Stephanie Goss:
Yeah. Because hopefully they're going to jump into the conversation and you're going to get some clarity that you're not getting from your bosses, number one.

Dr. Andy Roark :
Yep. Sure.

Stephanie Goss:
And then number two, when you practice active listening there, then hopefully it opens up the path for the last part of that conversation, which has to be, how do you move forward? Because it wouldn't for me, I'll own it. And on a personal level, I do not want to work somewhere where colleagues are going to shout at me. And so it would not work for me to continue to work with this person. And so I am going to listen to them and I am going to hear them out. And it may be that I need to actually process what they're saying and I might not be able to resolve it right then and there. And I still want to figure out a way, whether it's in the moment or the next day or after I've had some time to process whatever that looks like, to come back to the conversation and talk about how are we going to move this forward and make the ask of them.
There's a few a things I could hallucinate I would want to ask for, “Hey, if you've got a problem with me, let's just talk about it. Before you're ready to full-on, be screaming at me in the treatment room, right? Let's talk about that.” But also setting the expectation. “I don't want to be screamed at. It doesn't make me feel good and I don't want to work in an environment like that.” Whatever the ask is, and it's going to be different to different people because there are some people who could be like, got full on, got screamed at rolls right off their back and could care less, and they just want to know what they did wrong so they can fix it. And you'd have other people who might be like, “Oh, I will fix the thing that I did wrong, but also don't scream at me,” right? Everybody's going to have a different response to that.
But no matter what your response is, you have to figure out a way to move it forward and ask for something different. Because being undefined and being rudderless is not, to your point, Andy, is not a sustainable place to live. And so I love that you said like, “Just shut up and listen,” and practice active listening skills and engage with what they're saying. Repeat back to them what you hear them saying, asking for clarity, asking for more detail. Tell me what that looks like. Tell me what that sounds like. Because what they tell you could go a million different ways.

Dr. Andy Roark :
Sure.

Stephanie Goss:
But practicing all those active listening skills that we employ in the exam room every single day with clients, with your colleague, and then figuring out, how are you going to move the conversation forward? What do you need to ask from them? How do you need to resolve this situation? Do you need an apology? Whatever that looks like, what is the forward motion going to be?

Dr. Andy Roark :
Yeah, I agree. I completely agree. Well, do you want to pause here for a second and take a little break, and then we'll come back and we rolled headspace and action steps together this week. But let's come back and I want to get into what this second peer-to-peer employee-to-employee conversation looks like. Sound good?

Stephanie Goss:
Okay. Yeah, sounds great. Hey friends, I want to make sure that you know about an upcoming workshop that you're not going to want to miss. And I know I say that about a lot of our workshops, but I mean it about this one. Well, I mean about all of them, let's be real. But this one holds a special place, near and dear to my heart, two reasons. One, my friend Dr. Jen Quammen is leading the workshop. Number two, it's about technology. And if you've listened to the podcast, you know what a techno nerd I am. I super excited to have Jen with us. Thanks to our friends at TeleVet. She is going to be talking on May 24th at 8:00 PM Eastern, so 5:00 PM Pacific, about trending technology in the veterinary space. Now, I love technology. We've talked about it on the podcast. We've had guests on the podcast. And one of the conversations that has been going around and around in a lot of the groups I'm in lately has been about ChatGPT or artificial intelligence, AI.
And so if you've ever wondered about using AI in your practice or if you have wondered about wearable technology for pets, communication tools and techniques that use artificial intelligence or advanced technologies, those are the things that Jen is going to dive into during this workshop. Because most of us have wondered when we've talked about those technologies, if they actually will save us any time or energy, or if they're just a new trend. So Jen is going to dive into some of the things that have come to market, some of the things that are actively being used in veterinary medicine that you might not know about, and ways that we can incorporate technology into the veterinary space in a way that works with us and not against us. So if this sounds like something that you'd love to get in on, head on over to the website at unchartedvet.com/events to find out more. We'll see you there. And now back to the podcast.

Dr. Andy Roark :
All right. So when we go into these conversations, especially if we're dealing with somebody who yelled at us yesterday. I want to go in with a good, healthy mindset for this specific conversation, right? And so the two things that I want to do is the first thing I want to do is lower the stakes, and we talk a lot about lowering the stakes.

Stephanie Goss:
Sure.

Dr. Andy Roark :
I do not want to engage this person in a cross swords battle for justice and truth. I just, “Hey, I know what you say yesterday. I want to understand what I did. I want to be good to work with. Can you talk me through where your frustration is coming from? Because I want you to enjoy working with me.”

Stephanie Goss:
Sure.

Dr. Andy Roark :
And that's it. Not, “I need you to justify what you said. I need you to prove that you're right, and I think that you're wrong, and how dare you.” No, no, no, no. It's got to be lower the stakes. “Look, I would like to understand because I want us to work well together. Can you tell me where you're coming from?” So try to lower the stakes down. Okay? Remember that sometimes people can give us good feedback, but not in the way that we like. And I've had to learn this in my career on social media and being pretty well known is I get emails that may have valid feedback, not in a kind way. It doesn't mean their point's not valid, they just did not deliver their feedback in a way that I would liked. You know what I mean?

Stephanie Goss:
Sure.

Dr. Andy Roark :
There was definitely ways they could have given me the feedback that would be much nicer, but I don't get to control how people give their feedback. It doesn't mean we're going to let people be abusive to us, of course. But it just means sometimes people will say something in a mean way, but their point is not entirely invalid. And so I'm going to try to parse out and so to say, “Okay. This person might not talk to me. They might not give me the feedback in the way that I want. But I'm going to really try to hear what is their complaint? What is their concern? What is the piece of information that I need? And I'm going to try to not let the rest of it affect me too much. I'm digging for what I need.”
The last part or the next part at least anyway, is going to be, I'm going to take it, and this is where I take it. I'm going to hear what they say. And at this point, we're going to have to get a little bit flexible. If they say things that are untrue, I'll probably say, “That didn't happen,” or, “Look, I promise you, I did not say that. I don't know where that came from, but that's not what happened.” And so I am definitely open to having those conversations. Again, I'm here to listen. That doesn't mean I won't respond, but I'm going to have to choose not to actively jump in and defend myself. I'm going to have to say, “You know what? I may not agree with what she says, but I'm going to be here to listen and where possible, I'll provide some clarity.”
And if there are some things that she's saying that are not true, I'm probably going to say, “That's not accurate.” And I'll put that forward, “I don't think that my goal today is going to be to reach a resolution in this first conversation.” And I think a lot of people really want that. They want to go and hash it out and be done. And maybe you can, but I think for a lot of times what I want to do is go in there and hear what they're saying, and then I'm going to say, “Great. Hey, I appreciate you giving the feedback. Can you tell me where you're coming from? I'm going to process this a little bit. So let me have some time with this, and then I may ask you some more questions if that's okay.” And then I'm going to end the conversation. I'm going to end it there. I'm not looking for an apology, anything like that, but I'm trying, I came here to hear and understand what the behavior was.
And then for me personally, what I'll often do is I'll go away. And now the question is when you get feedback from somebody, I fully reject the idea that all feedback is valid. I, as a public figure, I get a lot of feedback and a lot of it is dumb. And again, I'm very warmhearted and I like everybody. That doesn't mean that everyone who opens their mouth has good feedback, you should take in and internalize and follow.

Stephanie Goss:
True story.

Dr. Andy Roark :
Some people have feedback that's dumb. And so I'm not going to tell them it's dumb, but I'm not going to follow it like a religious text like, “I'm going to take it.” And sometimes in the moment things that sound dumb might have some more truth to them or they might require some follow up questions, but I am going to take it away. And the next part of me is say, “Okay. Of what feedback I received, what do I think is valid or may have some validity?” And so I'm going to sit with that a little bit. This is often a point where I call in other people, people that I work with that I like, people who know me, who work in the clinic, and I can say, “Hey, I got some feedback about this or behaving this way. Have you ever seen me do that? Or do you think that that's an accurate representation of what it's like to work around me?”
And sometimes I need that external validation of the scenery because it's hard to see ourselves. And if someone says, “Andy, when you get busy, you make these faces and you look really severe or you look really angry.” I didn't know that I did that with my face, let's just say. Stop laughing. I don't do that.

Stephanie Goss:
Let's just say.

Dr. Andy Roark :
Let's just say. I don't think I do. But if someone said that, I would go ask other people and say, “Is this true?” I don't know. I don't know what people would say, but I would ask other people who know me, “Hey, have you seen this in me? Do you think this is valid feedback based on working with me?” And again, I'm trying to keep it low stakes because I want the person to feel safe and comfortable saying, “Yeah, Andy, I've seen that a couple times.”

Stephanie Goss:
Right.

Dr. Andy Roark :
Okay. So I'm trying to figure out for myself, and sometimes I'll put other people what is valid, and then I'm going to go back and I'll probably either rehab the conversation or I'll take this feedback and I'll start to put it into practice. But that's generally what that looks like. If this person just goes off the rails and says hateful things or mean things, I'm going to hopefully screen that out as not being valid. And then those would be the things I would have a conversation with management again. I would say, “Hey, I feel like I'm being mistreated. I'm being called these names. I asked what the problem was and I got yelled at again. And so I'm really at a standstill. I don't know how to engage with this person.”

Stephanie Goss:
Right. I need help.

Dr. Andy Roark :
“I'm going to need some guidance and I'm going to need support in ending this conflict. And you take it back to management.”

Stephanie Goss:
Yeah. And I think the important piece of that process that gets skipped a lot in the clinic is the initial step of talking to each other. And sometimes there are instances where it truly might not be safe. And that's why I said if someone is threatening or intimidating or physically, verbally, which I could see an argument here where this is the case. I could totally see a case where you bypass having the conversation with the person and just talking to your boss about it. Because if you truly are not, if it's not a safe situation, that is absolutely appropriate. However, in the clinic, a lot of the time there is conflict and there is…
That it is very often that people will come and sit in my office and tell me about conflict where they have not actually had a conversation with the other person. That they're mad about something or the other person did something to them, or whatever it is, perceived real, what have you. And so for me as the manager, going back to the bosses here, normally I would say to my team, “What is your plan to do something about it?” And so I like your part about you have to at least have the conversation with them as long as it's safe to do so. And then if you're not getting help, then it's perfectly, to me, it's perfectly acceptable to say, “Okay. This is what I tried.” Now, like you said, “I'm at a standstill. I don't know what to do with this. I tried, here was my try, here's what I did, here's how I did it, and then I need your help.”
But I think that's a step that gets skipped a lot in the clinic. And it is a trick as a manager that we need to stop trying to be the hero and the conflict mediator before we ask our team to learn the communication skills. And if Undefined and Rudderless can go to their teammate and say, “Hey, look, I want to be a better team member, and I am sorry that I did something that clearly upset you because you were to the point where you were shouting at me, and I don't want you to feel like that. Can you please tell me what I did? Or tell me more about the situation so I can understand because I truly don't want to put you in that position again. I don't want you to feel like that.” Even if I was crazy hacked off, if somebody came to me and had that conversation with me, I would engage with them. I would have a rational conversation with them. And so I think definitely having that conversation with the colleague is the other piece of it for me.

Dr. Andy Roark :
Yeah. Yeah. No, I completely agree with that. So yeah, I think that's how I would take this. The worst case scenario is you come all the way back around after this and you're right back where you started. And you say, “I still don't know what I'm doing here. I feel like people don't like me or they're talking about behind my back.” I think if you've gone all the way through this exercise and you still don't know what is going on and you don't feel comfortable here, I think we've got a couple of options, right? We've got a couple of options.
The first option would be to try to say, “All right. This is not bad enough for me to leave. I'm going to stick it out for now and see what happens. I think what I would try to do possibly is find a mentor in the practice, someone who I could say, ‘Hey, I'm having these feelings. I don't feel like I'm getting along with people. Would you be willing to give me some feedback as I could go along, or look out for me, or give me any insight about where people's heads are so that I don't continue to deal with these problems?'”

Stephanie Goss:
Well, that goes back to your point that you made earlier about sometimes we get feedback and it is dumb. We shouldn't believe it all. And sometimes there's truth to it. And so I think everybody needs to find what I call their inner circle and find someone or some ones that you can truly ask and trust to tell you the truth. And candidly, you and I just had one of those conversations where you were like, “Hey, you were in this situation with me.” This is what I did and said, “Did I do anything wrong? Could I have done it differently? What do you think?” I think finding those people who you trust to give you that feedback are really, really important because we can all improve.
And if your bosses aren't going to tell you the truth and if you can't get it out of this other person, to your point, finding someone in the practice and just say, “Hey, look, I want to get better at doing my job, and in particular, I want to get better at being a better teammate. So can you help me work on it? What are some things that you think that I could work on?” And asking them to help you facilitate that is great.

Dr. Andy Roark :
Yeah. Yeah. I agree. And the last part is you look around and you say, “I don't feel comfortable here. Management is not helping me. I don't see this problem getting better. I'm not getting any coaching or guidance on what I need to do to try to address this problem for myself. I don't want to keep being here. This is not where I want to be.” Especially if you've worked to other places in the past and not had any problems like this, I would say. Well, this may be a place where they've got a bully, or a toxic person, or a cultural problem, or something like that, and management does not seem willing or able to bring this under control. So it's a positive work experience for you, then you have options.
As I said at the beginning, which is to say, “I'm going to go on and go somewhere else and give it a shot, and hopefully get some feedback or have a culture where this is not a problem.” I don't think that's wrong. I don't think it's a failure. I think it sucks if you're asking for feedback or asking how to address this issue, and nobody will tell you until you have to leave because you're unhappy. That seems awful, but fair is where pigs win ribbons.

Stephanie Goss:
Well, it goes back to what you were saying earlier too about self-awareness, right? If there really are things that you could work on and you have that self-awareness, then you can see the feedback, right? You can hear the things that are true in the mixture of things that might not be true or noise, right? And I can also sleep just fine at night with the self-awareness of knowing, “Look, I asked for the feedback. I worked on things that I thought that I could work on. I didn't get any more information out of anybody. I have no problem changing jobs. I have no problem sleeping at night,” right? That's where the self-awareness comes in and works in your favor sometimes.

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

Stephanie Goss:
Okay. So we weren't as far apart as I thought when you said, “I don't really think there's two things.”

Dr. Andy Roark :
But I do think it's one problem and that one problem is we are not getting feedback. We're not getting feedback from management. We're not getting feedback from our peers. This is a feedback and feedback solicitation problem. I do lay this at the feet of management based on what the information that we've got, because not all employees are equipped to give good feedback, and that is when management has to step in and say, “This person is asking for feedback. They're feeling uncomfortable. This person has feedback they want to give. I'm going to step in and facilitate this feedback.” Or if this is something where other people are having this feedback and only one of them has blown up so far, again, those things should have gone through management. They should have been made part of the personal development plan for the person who wrote to us and said, “I'm unhappy and I'm feeling like people are talking behind my back.”
Those are the things that management should have intervened and have given that person more clarity. If this is something that they're handling elsewhere, like say a toxic team member or something that needs to get snuffed out, then they need to be abs- They don't have to tell our writer what's happening.

Stephanie Goss:
Yes. But they need to be clear.

Dr. Andy Roark :
But they need to be absolutely clear that, “You are doing just fine. Your performance is excellent. This is not a problem about you.” You can't be vague and say, “Try to be more of a team player.” What does that mean?

Stephanie Goss:
No. Yeah.

Dr. Andy Roark :
You've got to either have to come with more details about what this person could do, or you need to tell them, “No, your performance is exemplary. You don't need to change anything, and this is an issue that we are addressing that is external to you. So if you can ignore it, that is the best thing while we work through it.”

Stephanie Goss:
Yeah. Well, I love that language. Oh, man. Okay. I think that's it for me. Anything else for you?

Dr. Andy Roark :
I think that's it from me too. Thanks for talking through it with me.

Stephanie Goss:
Yeah. Hopefully, Undefined and Rudderless, they still love the podcast after this.

Dr. Andy Roark :
I hope so. I hope so. I hope it's helpful.

Stephanie Goss:
I know. Take care everybody. Have a great week.

Dr. Andy Roark :
See you guys.

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

Apr 26 2023

We Paid for EVERYTHING and Then They Resigned

Uncharted Veterinary Podcast Episode 228 Cover Image

This week on the podcast…

This week on the Uncharted Podcast, Dr. Andy Roark and practice management nerd Stephanie Goss are in the mailbag to tackle a question about what to do when you are supporting your veterinary assistants becoming technicians. A manager was asking about how to proceed after feeling like they were burned hard after paying for tech school for one of their rockstar team members, only to have that person resign and head to another clinic in their area within months of completing their licensing process. Stephanie felt this deep in her soul after experiencing something just like this in her practice so her soapbox might have even been on fire this time, just maybe not in the way you think. Let's get into this…

Uncharted Veterinary Podcast · UVP – 228 – We Paid For EVERYTHING And Then They Resigned

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


Do you have something that you would love Andy and Stephanie to role-play on the podcast – a situation where you would love some examples of what someone else would say and how they would say it? If so, send us a message through the mailbag!

We want to hear about your challenges and would love to feature your scenario on the podcast.

Submit it here: unchartedvet.com/mailbag


RESOURCES

Upcoming events: unchartedvet.com/upcoming-events/


Episode Transcript

Stephanie Goss:
Hey, friends. I am Stephanie Goss, and this is another episode of the Uncharted Podcast. This week on the podcast, Andy and I are diving into the mailbag. We are tackling a question that came to us from a manager who was wondering what to do when you're supporting veterinary assistants becoming technicians. Now, this seems like a no-brainer. We know we have a shortage of veterinary technicians in the industry. We know that we need to train from within, and yet there's some curve balls that come with this set of questions. This one was a fun one. Let's get into it.

Speaker 2:
Now, the Uncharted Podcast.

Andy Roark:
We are back. It's me, it's Dr. Andy Roark, and the one and only Stephanie can we find love again Goss.

Stephanie Goss:
How is it going, Andy Roark?

Andy Roark:
Oh, man, it's good, I think. It's good. I don't think about the world.

Stephanie Goss:
You were in the clinic today. Did you see any cute puppies and kittens this morning?

Andy Roark:
I did. I saw a number of cute puppies and kittens. Eyes on no kittens, only puppies.

Stephanie Goss:
So you lied.

Andy Roark:
Not by choice.

Stephanie Goss:
So you lied right off the bat.

Andy Roark:
I know I did. When you said puppy and kittens I'm like, “I saw cuteness this morning,” and then as I drilled into it, I was like, “Oh, I only saw puppies this morning.” Yeah, I saw a Great Dane puppy, which always I do. They make good puppies just because they're all feet-

Stephanie Goss:
They're real cute.

Andy Roark:
Yeah, they're feet and ears. I saw a Cocker Spaniel, whose ears were perfect, and I was like, “Good. Oh, thank God.”

Stephanie Goss:
“Keep them that way.”

Andy Roark:
Yeah. So a cute little dog, but yeah, it was good. It was really good.

Stephanie Goss:
Good.

Andy Roark:
So things are. All the things that matter are good. You know what I mean? It's a good time of year. How about you?

Stephanie Goss:
Things are good. We had sunshine yesterday, and it was beautiful here. We have been having peeks of sunshine, which is fantastic. It's back to rainy and foggy today, but it is sunny and it's busy. Man, it is busy. It's that time of year where you're going different directions and the days are getting longer, which just seems like you're trying to cram more stuff into the same time period.

Andy Roark:
The sun goes down late at night and it means that I feel like the night is truncated. I'll just be hustling and hustling and also just time for bed.

Stephanie Goss:
Yes. Yesterday, it's the time of year where, especially because we're so far north, once the days start lightening up, we have daylight hours. I mean, in the summertime, it's light out here until almost 11:00 PM, but this time of year, I looked up yesterday and it was 7:15 and I was like, “Oh, my gosh.” A, it still feels like daytime, and B, I got to go because I'm late to go get my kid and I was still sitting at my desk working on some stuff. So it's that time of year, for sure.

Andy Roark:
Yeah. Well, cool. Let's dig into our mailbag a little bit. You want to?

Stephanie Goss:
Yeah. We have a great one. So it's funny because this is going to be one where I think people are going to be like, “Are they talking about me?” Full transparency, I could have written this word for word in a lot of ways at my prior practice. So I was talking to a manager and they had a technician resign, and it was not just any tech, but their rockstar. If you could clone them, you would want an entire practice worth of this person kind of tech. This tech happened to have just graduated tech school and passed their VTNE and gotten their license.
The big caveat is that the clinic paid for all of the things. So they helped pay for school, they paid for licensing, testing, all the CE, all the things. So that just finished, and it's only been a few months, and the tech submitted their resignation. So the manager was really, really frustrated and angry and bitter and all kinds of emotions for several reasons.
They were just like, “Dude, am I the A-hole for wanting to be angry and bitter and hacked off that we bent over backwards to accommodate this person? We supported them. We were their cheerleader. We helped them with schooling. We did all of these things and then they just up and left.”
Then they were also really, really frustrated because they were like, “This is a really great employee. This is a really great team member. I have a great relationship with them and I'm feeling really hurt that they didn't come to me and talk to me about it,” because the reasons for the resignation were that this tech said, “I need more money and more hours, and I've therefore accepted a leadership position with another local clinic that is going to give me both of those things.”
The manager friend was just like, “I'm super, super frustrated because I feel like I have an open door. I feel like we have a good relationship, and I can't believe that they didn't come talk to me about it.” So they were just like, “What do I do with this in the future because I'm hurt, I'm angry. I don't want to get burned twice. So do I create a contract? Do I not pay for school anymore? What do I do moving forward to avoid these things? How do I do better next time?”

Andy Roark:
Yeah. I see this a lot, and I think this is a really good one. I think this is going to be a really heavy head space episode and really light on the action steps, and you'll understand why when we get into it unless you have action steps. I think when you lay out the head space for me, unfortunately, I don't know that there's a whole lot you can actually do about this. I'll lay out why that is.
Let me just go ahead and give a trigger warning at the very beginning. What I'm going to say is going to hack some people off today. Some people are going to really love it and some they're going to really hate it, and I get it, and I won't begrudge anyone who says, “Shut your face, Andy Roark. I hate what you're saying.” I 100% understand why some people don't like what I'm going to say, but I do think this is really important and I got to call it like I see it, and this is definitely not a new issue that I've run into. All right?

Stephanie Goss:
Okay. Fair. Yup. Got it. Okay. Warning accepted.

Andy Roark:
Warning accepted. Now, the first piece of controversy that some people might get upset about, which is not what I was referring to, but the first thing that might hack people off that I'm going to say is right here at the beginning. I want to pause this show for one second and step up onto a soapbox that I promise it's related to. I'm going to step up on the soapbox.
Number one, we talk a lot about the virtues of our employees and our staff, and we talk about how great they are, and we should talk about how great they are, and we should beat that drum, and we should make our employees feel appreciated and things like that. However, praise and appreciation and celebration often go down the chain way more often than they go up the chain, which means a lot of owners, a lot of managers, a lot of bosses celebrate their staff like they should.
It's much less common to see celebration of bosses. You know what I mean? Appreciation should go down the chain, and so that's not it, but as the owner of a small business, I just want to say for one second, it's hard. It is really, really hard to be the person who invests into other people and puts a smile on your face and trains and grows and cheerleads and celebrates and supports and pays the bill, picks up the tab. You know what I mean?
Ultimately, just think about what would happen if the payroll came out of your own personal checking account. That's the reality for a lot of business owners. Just think about that and that pressure and that stress and trying to keep the lights on. I think a lot of small business owners quietly carry that weight on their shoulders. It's a heavy weight.
So when you have something like this where you say, “We invested in this person and we did this training and we did these things, and that person left,” I think it's important to empathize with that practice owner upfront and say, “I understand how somebody would feel this and feel this really deeply.”
So I see a lot of times these conversations go immediately into what are the workers' rights and what should the business have done and blah, blah, blah. I just want to pause for a second and just empathize with the emotions of someone who is the owner or even the manager who said, “We made these sacrifices and we reallocated these resources and we did these things and it didn't work out. I'm hurt by that. You know what I mean? Yeah, I'm hurt by that.”
I think that's a very human thing, and I don't think you can have a meaningful conversation if you don't allow the owners or the managers to be human beings for a moment. So I think that's where I would start from a head space standpoint and say, “You know what?” and we're going to do that for our employee too. Don't think I'm going to villainize the technician that left and be like, “How dare that person? She owes her soul to this practice who paid for her education.” That's not true either. She's a human being and she's got needs and everybody's trying to do their best, but I want empathy to go both ways as we start to talk about this.

Stephanie Goss:
Yeah, for sure. My response immediately was, “No, you are not the asshole.” The reality is, look, the thing is, to your point about being human, humans experience a wide range of emotions, and emotions are not good or bad, they just are, right? It's how we're processing what is happening to us, what we're thinking, all of those things. So you have every right to feel disappointed, angry, hurt, whatever the emotion is that you're feeling like. There is nothing wrong with that. Feel it. Embrace the suck, wallow in it even for a day or two.
For me, that's the giving yourself space to be human, right? You can't stay in that place as a leader because staying in that place is how we find ourselves heading down the road of being the slippery slope that leads to toxicity, right? So I totally empathize with them and feel them. Like I said, this was literally me and I was real, real mad.
I went home that day and I was really happy for my team member. There were the conflicting emotions because like you said, Andy, I'm not going to villainize them. I'm not going to begrudge them. I understood on a human-to-human level why they were making the decision, and I still felt like crap and I went home and cried because I was sad. I was sad to lose this person that I genuinely liked. I was also angry that I had put time and energy into it. I was frustrated that I was going to have to start hiring again. All of those emotions are valid and real. So I agree with you. I think it has to start with, “That's okay,” and, “No, you're not the jerk for wanting to feel those things and even wallowing it for a little bit,” but the difference for me is how you choose to move on from there.

Andy Roark:
Yeah. I agree with that. Whenever we have conversations like this, there's a cartoon I always bring up. It's one of my favorites. It's these two veterinarians and they're arguing and one says, “What if we train these people and then they leave?” The other one says, “What if we don't train them and they stay?” I love that cartoon because that sums up so much of this.
We have a choice about, do you grow people and develop them or do you not? If you don't develop them, then you have to work with people who are not developed. If you do grow and develop them, there's a chance that their interests might take them away from your practice or opportunities will become open to them that have not existed in the past that they might decide they need to pursue. That's just the reality of the choice that we make. There's no escaping from that choice, I don't believe. So I just think that that's important to lay down.

Stephanie Goss:
I think that about the cartoon and about which choice do we make, and we think about our team members, you made the point of you want to work with someone who is developed, right? You don't want to work with undeveloped people. So here's the thing. I could do nothing for my team members and life could still happen, and they could get a job opportunity elsewhere. They could have a partner who needs to move. There's a million other reasons besides talent that would take someone away from my practice.
So if as a leader we allow ourselves, that's what I mean about the wallowing, if we allow ourselves to stay in that place of fear and anxiety and emotions that are in that vein when it comes to our team, we will never go anywhere because the reality is life is always going to happen, and whether we engage with and support and encourage and grow our people from within.
So for me, that's a big part of the head space piece is that philosophical stand that you have to take as a practice owner, as a practice manager on, do you want to work with people that you were trying to grow and develop and better or do you want to just take people wherever they're at and leave them where they're at until they leave your employee? It seems so simple, but it's also not.

Andy Roark:
Yeah. Oh, it is totally not. So the second thing I wanted to put down, which is very related to that, is it is this idea of impermanence. You said, it's frustrating this person went to another vet clinic. What if she had, this is terrible, what if she'd gotten hit by a bus? What if her spouse had moved to another town with his job and she went with him? There's a million reasons that people leave a job or what if they get injured, they're unable to do the job? There's a million things that can happen to someone that makes this not go the way that you imagined it going.
I think that part of it is holding onto that idea of impermanence just like, “I don't know. I want to support this person in their education, but who knows what's going to happen tomorrow or next year?” I think where we get in trouble is trying to convince ourselves that we have a lot of control and that this is permanent. So that's where I get into this idea with teams.
I think that this is a huge trap and a huge pain point for people who are leading teams. I have been very guilty of this. This is one of the most painful lessons in my career is I really love the people I work with and I love the people who work for me, and I care a lot about them. I've always had this idea that I would build this wonderful culture with these great people, and we would all live together for 30 years, and we would all retire on the same day. You know what I'm talking about?

Stephanie Goss:
Yes.

Andy Roark:
It's like a sitcom like Friends. We would all be there hanging out, having fun for 12 years, and then we would all be like, “All right. It's been a great career.” There would be an ending montage for each one of us going off into the sunset, and that would be it, and we will have come together and all been there for each other the whole time, and then we'll all go off our own ways, all with the same decision to do so so that no one's unhappy, but we all decide that this is where our clinic ends-

Stephanie Goss:
Together.

Andy Roark:
… and we leave together, and a new group of veterinary professionals moves in and starts the season, the next season of the sitcom. It's just new cast, and they all start over. That's this beautiful stupid idea that I have had forever. So the pain of Andy Roark is seeing my team torn apart every three years. That is what I have lived with in my life is I will get people and they will be wonderful, and then the world will change or they will change or their needs will change or what our company is doing changes, and that team gets pulled apart or it grows and new people join, and suddenly the dynamics change and the friendships shift around, and the time that we spend with certain people shifts around and it's just not what it was anymore.
I know I'm not the only one who has this experience. Think about your friends in high school and you had this friend group. Then think about your friends in college and this different friend group. Then think about when you had your first job, and then when you moved and you got a new friend group. Your whole inner circle has been torn apart and reassembled multiple different times.
That's life and that is what life is and what it's supposed to be, but gosh, we lied to ourselves. We just keep telling ourselves, “Nope, we're going to get it right, and we're going to get that friend group, and then we're all going to be the golden girls in 60 years,” like, “60 years from now, that clinic will be the golden girls. We'll be really, really old people who've been together forever.” It's not how the world works for the vast, vast majority of us.
So I think internalizing that is important and saying don't be afraid of impermanence. So if you buy into what I'm saying and you say, “Okay, Andy. I get it. As much as I want to believe I'll bring these people in and grow them and we'll bond and they will just stay here for the rest of their career, that's probably not going to happen. Well, what the heck is the point then, Andy?”
My answer to it is, I think the most zen way to look at this is to try to get yourself into a head space where you have people who come through your doors and they join your team and they have a good job and they enjoy the work and they grow as people and as caregivers and as colleagues. Then ultimately, they almost certainly move on to do something else, but you've hired new people who have come in and they're going to grow and they're going to develop. If you're lucky, you get them staggered out enough so that somebody wonderful is leaving and that opens up a hole for somebody else to grow.
Don't feel bad if you look around and you have someone who leaves, your A-plus rockstar tech, and you're like, “I don't know who's going to step into this hole.” It happens, and it might not happen the way that you think. There's this saying. The cemeteries of London are full of indispensable men. The idea, it shouldn't be gendered, but the old saying is, but the idea being, we all want to look around and say, “Boy, we've got this person. We couldn't do it without her.” Yeah, you could. You could and you would. The world would turn and you would figure it out and people would flex and shift and step up in ways you didn't expect and know that person would not be replaced, but the team itself would change and that place would get taken.
So it's just amazing where two other people would expand and cover that job, and then you would hire someone and they would not replace the person who left, but they would take workload off of the people who shifted over, and now you're like, “This team functions entirely differently.” That's normal. That's how it's supposed to happen. So those are my big things is, what if we train these people and they leave? What if we don't and they stay? Then the idea of impermanence of your team is … Our whole lives are spent trying to … We're all on a river, we're on a stream and we're all trying to gather a raft around us that is stable, that we can rely on, that just is going to take us down this raft in as much comfort as possible. Then our raft gets torn apart every two years, and then we spend two more years trying to rebuild a new raft.

Stephanie Goss:
Put it back together.

Andy Roark:
Then we do, and then it all gets torn apart again, and that's the human experience. So it is just part of it, and it's just built into having the team. So I wrote an article a year or so ago that I really liked, but it was in a response to a question basically identical to this, and I thought, “What if we could get into this place where our goal was to bring people in, give them a great place to work, grow them, run a good healthy business while we did it, and then when they left, we celebrated them and said, ‘Thank you for being here. Good luck to you on your adventures. I'm glad we were part of your growth.'”
I know doctors who have that experience. I know doctors who are just proud of the people who come up and they go on. You see it a lot in people who come in as assistants and they work and they work, and at some point they go to tech school and then they decide they want to be a tech somewhere else or in another city or an emergency clinic or they come up and then they go to vet school and they become a veterinarian and they go live in another state. Then that doctor will see that young veterinarian or that young vet tech, and there's no awkwardness about, “Oh, why didn't you come back to our clinic?” but it was rather, “I'm so proud of you.” Isn't that beautiful?

Stephanie Goss:
Yeah, it really is, and that is one lesson that I learned on a personal level, and by watching my former bosses, that was my experience at my first practice. I was growing and we hit that place where I wanted to do more things and I was ready for more things and the clinic wasn't really ready, and they could have been. I was doing a lot in the clinic at that point in time and they could have chosen to be negative or to be sad or disappointed about me leaving. Instead, they looked at me and they said, “We're really excited for you. We wish you the best of luck.”
I remember I moved towns. I was still living where I was, but I was commuting about 35 minutes then for my new position. I remember running into them at our state VMA conference. It was a few years later, and it was so good to see them, and they gave me giant hugs and they were just like, “Tell us how everything's been going. We're super excited to hear how it's been going.”
I carried that with me, that feeling of it didn't feel awkward, I felt supported, I felt encouraged, I felt believed in. I've carried all of those feelings forward with me as a manager and felt really lucky that I had that example set for me because that's how I want to make my team feel.
That's what I mean about, and this starts my action step section, honestly, is the philosophical conversation as a practice owner in particular, but as a practice manager, if you're working with an owner or medical director, sit down and have that philosophical conversation about the impermanence and the truth that we are working in an industry with a massive shortage of qualified personnel.
The reality is if we all sit around and wait for a certified veterinary technician to drop out of the sky at all of our practices to solve all of our problems, there's going to be a whole hell of a lot of us sitting there waiting forever, right? So I think we have to have that philosophical conversation about, what does growing people from within look like? It really has to start with getting on the same page about the impermanence of it because no matter what you decide to do, whether you have just a homegrown on-the-job training program or whether you're going down the road like this clinic did, where you're paying for structured school and you're supporting them in different ways, So that philosophical conversation about impermanence I think is the first place to actually start.

Andy Roark:
Yeah, I agree with that.

Stephanie Goss:
Hey, friends. I want to make sure that you know about an upcoming workshop that you're not going to want to miss. I know I say that about a lot of our workshops, but I mean it about this one. Well, I mean about all of them, let's be real, but this one holds a special place dear and dear to my heart. Two reasons. One, my friend Dr. Jen Quammen is leading the workshop. Number two, it's about technology. If you've listened to the podcast, what a techno nerd I am. I super excited to have Jen with us. Thanks to our friends TeleVet. She is going to be talking on May 24th at 8:00 PM Eastern, so 5:00 PM Pacific, about trending technology in the veterinary space.
Now, I love technology. We've talked about it on the podcast. We've had guests on the podcast. One of the conversations that has been going around and around in a lot of the groups I'm in lately has been about ChatGPT or artificial intelligence, AI. So if you've ever wondered about using AI in your practice or if you have wondered about wearable technology for pets, communication tools and techniques that use artificial intelligence or advanced technologies, those are the kind of things that Jen is going to dive into during this workshop because most of us have wondered when we've talked about those technologies if they actually will save us any time or energy or if they're just a new trend.
So Jen is going to dive into some of the things that have come to market, some of the things that are actively being used in veterinary medicine that you might not know about, and ways that we can incorporate technology into the veterinary space in a way that works with us and not against us. So if this sounds like something that you'd love to get in on, head on over to the website at unchartedvet.com/events to find out more. We'll see you there, and now, back to the podcast.

Andy Roark:
I think the second part for me in where you go is this, and this is another lesson hard learned. When I was a young business consultant, so I was practicing as a doctor and I've been doing more consulting and media and things on the vet side and for big vet companies. So I was doing some of that work early on, and I've been in practice for three years as a doctor. I was doing that and I was balancing it. I had this idea that if I worked with these companies and I really went above and beyond and I really did all that I could to help them, especially as they were getting up and getting going or getting projects started, that when the projects worked out, then they would remember or recognize the extra work that I had put in and how much I had tried, and that would come back to me and I would get more opportunities or I would at least be celebrated for, “Oh, man, Andy, you really pushed this and you did these extra things and you opened these doors.”

Stephanie Goss:
“Thanks for making this happen.”

Andy Roark:
“Thanks for making this happen,” and I really went after it and just didn't really set personal boundaries for myself because I was like, “No, they're going to be so happy when this is done. They're going to be so happy when this turns out.” What I found is that it usually didn't happen. It almost never happened. I don't think those people were being jerks. I think people are just innately self-centered and they have short memories. You know what I mean? It is a what have you done for me lately thing because that's what people remember.
So I remember being resentful early in my career because I felt like I had thrown in and did these kind things because I thought they would come back to me. Through lessons like that, I came to believe that you should not do kind things because you would want them to come back to you or you expect that they're going to come back to you. You should do kind things because you want to do kind things. Then if everyone forgets that you did the kind thing, you still feel fine with it because you wanted to do it right and-

Stephanie Goss:
Right, yeah, you were doing it.

Andy Roark:
… it was not about, “Am I going to get recognized later on? Is this going to come back to me? Am I going to benefit in the future?” I learned that lesson painfully, but it stuck with me and I still believe it, and I still do it a lot. I feel like one of the big headaches that I see a lot of leaders struggle with is appreciation programs where they're like, “We did this appreciation program and nobody cared. Nobody said thank you to us.” You know what? That's really crappy, and I totally understand, and just in this instance, the person who does that and says, “I took a whole day and decorated everybody's lockers, and I hired a masseuse to come in, and no one even said thank you.” Ouch, ouch, ouch, ouch. I fully understand why that would hurt.
At the same time, the healthiest place you can be is to say, “I decorated their lockers because I wanted to, because I knew I wanted to brighten this place up. It would make me happy to do it and I thought it would bring some joy into their day, and if they don't say thank you, I still did it because I wanted to do it, and I got the masseuse because I wanted to say thank you to them not because I wanted them to say thank you to me. So I just do it.”
So I really do think that that's important in how we look at just giving to other people. It's so much healthier to say, “I'm going to give, I'm going to make this sacrifice because I think it's the right thing to do and I want to do it and not necessarily because I want something in return.” So I think that that's a big part of head space.

Stephanie Goss:
Was that this is probably going to make hack people off? Was that your second?

Andy Roark:
We're coming into it. That was the first step down the path towards we're going to hack people off.

Stephanie Goss:
Okay. Just checking.

Andy Roark:
All right. Tell me when you're ready for the second step.

Stephanie Goss:
Let's go for it.

Andy Roark:
All right. So if you buy into that, the next question that people will always put to me is to say, “But Andy, this is an investment, right? This is an investment. I'm going to pay for this school and then I need to get return on my investment, and shouldn't I have them sign a contract that says that they're going to stay after they're done with this?” You're shaking your head. We both know people who do this in their practices and they're very successful practices, and they would argue with me in a heartbeat about this. I don't care because they don't have a podcast and I do. So just deal with it. I'm the one with the microphone, so here it goes.
I think the answer here is you should have clear expectations and ongoing transparency about how everybody is doing. I think that that is where I think this employee dropped the ball. I think this is where I'm going to criticize the staff member that left. I know that's where I'm going to criticize this person, but I think you have clear expectations and you talk about what you're doing and why you're doing it and what the expectations are, and I think you have those conversations.
I don't know that you want to have someone in your clinic who does not want to be there, but they have a contract that says that they're not allowed to leave. I don't know that you want that. I think the cost of culture are too high. Full stop.

Stephanie Goss:
Yes, I'm on board with you. It's very much our pick your poison, right?

Andy Roark:
Yup. It is.

Stephanie Goss:
To me, people who stay and are miserable because they are too afraid to break a contract, can't afford to break a contract, can't afford to stay working the hours or whatever the reasoning is, there's a million different reasons, that you have that choice where you keep them, and then to your point, I agree with you 100%. Full stop, there's a huge cost to culture with that or you accept the fact that you are going to pay for some things for some people who will leave, and you have to make that choice about the poison that you want to consume and that you want your team to consume, and I am in full agreement with you.
It's funny because I was not always. I was the manager for a lot of years where myself included, when my hospital paid for school and I worked in exchange for going to school, and it was normal. So it was normal for me when I was a team member, and so it became normal for me when I was a manager, and I was like, “Well, of course, if I'm making this big investment and I'm essentially on behalf of the practice acting as a bank and lending you this money to pay for school that I'm going to expect that it gets paid back, either actually paid back in cash or paid back in time served.” It sounds-

Andy Roark:
That's how you thought about your clinic was time served. I heard that.

Stephanie Goss:
Right, but it's an awful frame of mind. When I step back-

Andy Roark:
They're going to have to break a lot of rocks.

Stephanie Goss:
Yes. When I step back, I have to look at a lot of freaking fecals under the microscope to pay that back. I'm on poop duty for two years, man, but I feel this way about a lot of things now that were standard and normal when I started in veterinary medicine, and maybe I'm just old now, but I have learned new tricks. For me, the value of having good people who know that I care about them, who enjoy their job, who want to show up and give it their all and who want to work together with the team, I want that over having a body in a position because they feel a debt that they have to repay.

Andy Roark:
Well, because not even that they feel it, that it's written down and contractually they're not able to leave. When you think it all the way through and you say, “Oh, boy, do I want to have somebody who has a contract and they can't leave even though they want to?” most of us go, “No, that's not what we want.” I do think we need to have clear expectations upfront and just say, “Hey, this is a lot of money and this is a big deal and I really want you to be here. What's it going to take to do that? Let's make sure we continue to talk.”
Is there a chance that you're going to get taken advantage of? The answer is yes. This is, again, where people disagree with me sometimes, and maybe I'm hopelessly optimistic or my faith in people is too high. I don't think you close your heart. You don't think you close goodwill just because someone somewhere is going to take advantage and they will.
It's funny, this is the difference in politics is I know people who are like, “We should have so many government programs and they should all be great.” I know other people who are like, “We should have no government programs because people will take advantage.” The truth is you should have smart government programs and know that some people somewhere are going to take advantage, but the greater good overall is served, and that's it. I think that that's the healthy way to run the business is to balance between not offering programs to support people and just having programs all over the place with no metrics and no thought about what we're trying to do and, “Does this make sense?”
The path is the middle. If you work with human beings, you're going get screwed over at some point, and there's going to be somebody who's going to take advantage of the system. There is. This has to be the long game. It has to be part of your philosophy to say, “This is what we want to try to offer to our people.” Some of them are going to stay and some of them are not, but ultimately over time, you're going to end up building a great culture and you're going to build people who are loyal to be there.
I think it's important to also say, you see the emphasis that I'm putting on building loyalty with people after it's over. I really do think you have to do that because if you buy into what I'm saying, there's a lot of people out there who are like, “We're going to pay for you to get this degree and then we are not going to compensate you for having that degree because we just paid for the thing. So you're going to keep working at this lower rate because we picked up the tab for your education.”

Stephanie Goss:
“We just paid for it.”

Andy Roark:
That goes back to what I said before about people unfortunately have short memories and tend up being actually self-interested, which means it's only a matter of time until that person who's now got a degree starts to look around and somebody else goes, “Why are you there, man? You make $5 an hour or more.”

Stephanie Goss:
“I'll pay you more.”

Andy Roark:
They go, “Oh, that seems fair,” and they go. If you try to stop them from going, now you've got a resentful person under contract and that's not what you want. So it really is, it's just hard. This is the situation that we end up in. So anyway, all that to come around and say, I don't have a whole lot of criticism for what this manager did, and I think that they are 100% entitled to their feelings.
There is one thing that I would call bullshit on and say this is not okay, and it goes into a lot of how we teach negotiation up the chain when we talk to people who are working inside of practices. I do agree with this manager that the person not coming to the manager and saying, “Hey, I've been offered this other thing. I'm seeing other opportunities to earn more of a living, and I live paycheck to paycheck and this is a significant deal for me.” I do not think that you can get frustrated at this person for leaving for a job where they got paid more money.
I do, however, think that you can feel betrayed or you can feel like you were not treated fairly by this person not communicating to you that they were thinking about leaving or that they had opportunities or giving you the opportunity to try to retain them. You don't have to stay where you are, but if it really is just about the money, it goes back to what we always say, “What is kind?” Is it kind to just take another job and say, “Hey, I have to go because I've got more money”? It's kind to you and it's kind to your family and it is important, but then the kindest thing overall is to say, “Hey, I've gotten this job and it's what my family needs and I need to do this, but I like working here. I appreciate all that you've done for me. I wanted to ask if you thought there was any chance that you guys could match this so that I could get this thing that my family needs and that I need and that's available to me and still stay on.”
If the practice says, “I'm sorry, we can't pay you that,” then everybody should be sad, but no one should be angry or resentful. I do understand the anger and the resentment in this issue because they didn't feel like they were given a chance.

Stephanie Goss:
I think that's spot on. I think I don't know, and we don't want to assume in this situation, but when we said, “Okay. We don't have very many action steps,” there were two that were really closely tied together for me, and that was as a manager, I agree with you, I can totally understand all of those feelings, feeling frustrated, angry, hurt like, “I thought I had an open door and I'm shocked that they didn't come talk to me.” That is a crappy, crappy feeling. Sometimes you can have that and you can have a great relationship with your team, and sometimes it doesn't matter.
I've been in the same position where someone I thought who would've come and talked to me didn't, and when time went by and we were actually safe to have the conversation, I had a followup conversation with that person and they were just like, “I was really afraid. I was really afraid of what you would say, and so I just chickened out. I could have come to talk to you.” I couldn't have done anything more as a manager to control that, and that made me feel better just getting to that head space of sometimes you can't control what other people are going to do, and sometimes you can do all of the things right and it still works out that way.
So I think give yourself a little bit of grace, especially if you are one of those managers that is sitting down and having active conversations, and from a action set perspective, if you are a leader in your practice and you're not having regular one-on-one conversations with your team, and there's two pieces of it that are pertinent, I think, to this situation that are really important. I would say start having one-on-one conversations, and one of them is developmentally.
If you're not asking your people, “What do you want to be when you grow up?” in some way, shape or form on a regular basis and asking, “Where do they want to go? Do they want to become a licensed technician? Do they want to become a lead tech?” and that was part of this here is that this technician was like, “Hey, I'm taking a role as a lead.” Well, did you know that they wanted to be a leader? Did you know that they wanted more hours? Did you know that they needed more money? They may not have told you, but we've got to have the conversations that would lead to unearthing that information or them volunteering that information. So developmentally, where do they want to go in their career, who do they want to be when they grow up.
The other piece of it, and this is a curve ball, and a lot of managers stray away from it because we're afraid of conflict in veterinary medicine, and we're also afraid to talk about money because it's really personal, but one of the things that we need to be asking our team on a semi-regular basis is the question, “If you were offered a job somewhere else for more money, would you entertain it?” because we need to know what do our people need, right? We still may not be able to change the outcome, but we should have that knowledge and should be having conversations about money and about what we're paying our people and knowing what our pay skills are, and the way that we get to doing that hard work is by asking the questions.
So from an action step perspective, the only thing that I could really think about is if you're out there and you're like, “Ooh, this has happened to me,” and you're a manager who's not sitting down and having those one-on-one conversations with your team, I think that having those conversations and asking them the questions about where do they want to go financially in their career and where do they want to go developmentally in their career are both really, really important action steps.

Andy Roark:
Yeah, I do agree with that. I had an employee recently that I had coffee with, and I had heard at the grapevine this person wasn't really happy and that they weren't feeling included in a number of things that were going on. So I said, “Let's get coffee,” and we went out. I sat down with the person and I talked to her and I said, “You're amazing, and I want you to be here, and I really love working with you. I love your work. It bothers me that I heard from someone else that you were feeling excluded or you weren't being able to do things that you wanted to do. I wish that you had told me. I want you to reach out to me and tell me these things. I want to know.”
She said, “Well, I assumed that you were so busy. I didn't want to bring this up because I knew how much you had on your plate and I knew that you were busy. I knew you were working.”
I said, “Well, I saw you working independently and doing great and so I thought, ‘She doesn't need to be bothered, and she's busy, and I don't need pull her into a one-on-one when she's crushing it.'”
So she was like, “Well, I assumed you weren't pulling me in for these things because you didn't want me there.”
I was like, “No, I wasn't pulling in because I thought you were really busy, and I thought that you would tell me if you wanted to be a part of this.”
She was like, “Well, I didn't tell you I want to be a part of it because I thought you were really busy and you had other things.”
I was like, “Okay. Let's go ahead and let's fix this.”

Stephanie Goss:
This sounds familiar.

Andy Roark:
Yeah, “Let's fix this.” Then it was a fairly darn easy fix because I want her to be happy, and she knew what she was interested in, and I was like, “Okay,” but I didn't know and she didn't want to tell me because she made assumptions about me or the awkwardness of the conversation, and I made assumptions about her. I just say all that in that you can have wonderful people who are doing great and thriving, and we can make assumptions about our need to engage with them with the thought that they're going to come and let us know if they need something, but they make the exact same assumptions that we do about it being awkward or not being the right time or us not having time.
So somebody's got to go first. So really, that was an eyeopener for me about making sure I'm checking in with my high performers. There's a lot of people who make time to circle up to the people who bring a lot of drama, you know what I mean, or who are very vocal about their feelings, and we'll often let our quiet high performers just go, and there's a real risk to that. I was reminded of that soon, more recently.

Stephanie Goss:
Yeah. I would agree with that 100%. I think it's just human nature. We believe in them. This manager was like, “I would clone this person. This is my rockstar.” So you think, “All right, out of the fires that are …” especially as a manager like, “Look, dude, our job is dealing with the fact that everything in the clinic every day is on fire for a lot of us.” So you're staring at all of the fires in front of you and you're like, “Oh, look, she's not on fire. So I'm going to look at all of this stuff over here.” I think it's just that lesson of that still doesn't mean that we don't need to nurture and take tender care of those relationships. So I think that would be from an action step perspective is really carving out that time because I've had team members say that to me, “You're so busy. I just don't want to put one more thing on your plate.”
I'm like, “No, this is the thing that I need on my plate. I need to make this time. You are important. I need you to feel supported and heard, and so let's do this thing.” I think if you are a manager who has had those conversations or is having those conversations with your team, for me, that was the warning sign or the wake up call of like, “Oh, hey, look, I need to carve out time for these people and be able to sit down with my team where they have my full attention and they're not having to ask for it.” So I think that's what I want is create that space to do it and make it a natural part of your process and make everybody feel heard, but I think you're spot on. We can't leave the high performers out of that.

Andy Roark:
Sure. Well, there is a rockstar problem that a lot of places have where I see a lot of practices that are set up around having a rockstar, and then everybody else is a backup singer and the clinic is fine with that. The risk to that is, first of all, rockstars are the people who are most likely to get opportunities to go other places. If you have a little band and you have one rockstar, the specialty hospital down the road who can pay more money than you, they're going to want to meet that person. Those are the people who might get opportunities with industry because the pharma reps come in and they see this person, they go, “Wow, she's really charismatic. She's super smart. She learns fast. She does all these things.” They're going to get offered other opportunities because they're a high performer.
If you are not growing other rockstars for if and when this person leaves for another adventure, I think that you are being shortsighted. I think it falls into that impermanence thing we talked about before where they're like, “Oh, no, we've got somebody who kicks butt. We're just going to let her keep kicking butt and everybody else can just help her,” and I'm like, “She might not walk in the door tomorrow for a variety of reasons, and you missed the chance to use her to bring up and mentor other people, you know what I mean, to spread the wealth around so you have a more uniformly strong team that's more resilient.” If your team depends on an individual, that's not a resilient team. That's a team that can get decimated in its capacity for work output really fast.

Stephanie Goss:
Oh, man, this one was fun.

Andy Roark:
Oh, man. Yeah. This is one of the hard ones where I think this is almost entirely a head space thing. I don't know really what you do about it. Like I said, I wish the employee had said something, but I think we have to own the fact that oftentimes they're not going to, and you can't make people. The other thing too, and I don't know anything about this, but there is a chance sometimes the people say, “Well, I took this other job and I didn't talk to you because I was embarrassed,” or blah, blah, blah. The truth is they were unhappy in their job and they didn't want to stay here, and so they were going to leave. You'll never know that. Don't eat yourself about that. You don't know.
I think we laid down a lot of the key ideas is you got to get yourself in a healthy head space as far as we are dedicated to growing these people. We know that teams are impermanent and they're going to turnover. They just are. We're going to do training and learning and development because we want to do it, not because we are investing for an outcome down the road. You might get a great outcome down the road, but that's not why you should do it. It's a real risk if you are. The last thing is good open door conversation. Check in with your people. Try to make sure that they're doing okay. Stay engaged, all of those sorts of things.

Stephanie Goss:
Yeah. I love it. Have a fantastic week, everybody.

Andy Roark:
Yeah, everybody, take care of yourselves.

Stephanie Goss:
Bye, guys.

Written by Dustin Bays · Categorized: Blog, Podcast · Tagged: culture, management, Practice ownership, Technician, Training, Vet Tech

Apr 14 2023

Why are the Client Money Conversations SO Hard for the Team?

This week on the podcast…

This week on the Uncharted Podcast, Stephanie Goss is flying without Andy but she invited a friend to join in a very special conversation. Certified Veterinary Practice Manager Debbie Boone joins Stephanie to talk through something that strikes fear into the heart of a lot of veterinary teams – money conversations. Specifically, the anxiety that teams feel about “sales” in veterinary medicine and the difficult money conversations we find ourselves facing. Thanks to our friends at CareCredit, a Synchrony solution, Debbie and Stephanie are wading into the idea of shifting our mindset from “financial policies” to “providing financial care” for our clients as part of the greater client care we provide every day! Let's get into this…

Uncharted Veterinary Podcast · UVP – 227 – Why Are The Client Money Conversations SO Hard For The Team?

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

Thank you to our sponsor, CareCredit, a Synchrony solution.

Carecredit logo

RESOURCES

For Financial Ideas to Help Pet Owners – https://debbieboonecvpm.com/help-for-pet-owners/

For more information on offering Care Credit in your practice: www.carecredit.com/vetinsights

This content is subject to change without notice and offered for informational use only. You are urged to consult with your individual business, financial, legal, tax and/or other advisors with respect to any information presented. Synchrony and any of its affiliates, including CareCredit, (collectively, “Synchrony”) makes no representations or warranties regarding this content and accept no liability for any loss or harm arising from the use of the information provided. All statements and opinions in the Uncharted podcast are the sole opinions of the speaker. Your receipt of this material constitutes your acceptance of these terms and conditions.


Do you have something that you would love Andy and Stephanie to role-play on the podcast – a situation where you would love some examples of what someone else would say and how they would say it? If so, send us a message through the mailbag!

We want to hear about your challenges and would love to feature your scenario on the podcast.

Submit it here: unchartedvet.com/mailbag


RESOURCES

For Financial Ideas to Help Pet Owners – https://debbieboonecvpm.com/help-for-pet-owners/

For more information on offering Care Credit in your practice: www.carecredit.com/vetinsights

Upcoming events: unchartedvet.com/upcoming-events/


Episode Transcript

Stephanie Goss:

Hey everybody. I am Stephanie Goss, and this is another episode of the Uncharted Podcast. Well, this week I am on my own, Andy is on a break, but I am not truly alone because I have a wonderful guest with me. This week. I have been wanting to do a podcast with my friend Debbie Boone for quite some time. And an opportunity arose thanks to our friends at CareCredit. They came to Andy and I with an idea for a podcast about practice finances and about the idea that money conversations with the team are so hard some of the time. The team hates talking about money generally, there's also almost always somebody on the team who gets anxiety when it comes to the idea of being salespeople in the room. And when I thought about who I could jump into and nerd out on this topic with, Debbie immediately came to my mind.

If you don't know Debbie, you are in for a treat. She is a CVPM, so certified veterinary practice manager. She is a practice manager with years of experience in the industry over 30 years, and she is now a industry consultant. She works with practices. And what I love about Debbie's style as a consultant is that, she really wants to work with practices to teach and coach them to learn about smart business practices so that they can do it on their own. Her goal is to set them up for success and then let them fly. And I just love that philosophy. She brings it to how she speaks, she is an industry speaker and how she works with her practices individually and also how she educates. Debbie taught curriculum for Patterson U for a long time, and so she has got a lot of knowledge to bring to this table and the conversation today. And I am super excited to share this one.

This week's episode is brought to us ad free by our friends at CareCredit, and this is a fun conversation. So let's get into it, shall we?

And now the Uncharted Podcast.

And we're back. I am Stephanie Goss and I'm here this week, not with Andy Roark, but with my friend the amazing and wonderful CVPM, Debbie Boone. Now Debbie is a practice manager. We have known each other a long time. She is like me not practicing these days, right Debbie? But tell us a little bit about yourself. Welcome to the podcast.

Debbie Boone:

Yeah, thanks for having me, Steph. Every time Steph and I see each other, it's like, oh boy, big hug. But we only see each other at conferences, so.

Stephanie Goss:

Debbie gives the best hugs. I look forward to it. Every time we see each other.

Debbie Boone:

We preplan it so we can find each other, so we can do things.

Stephanie Goss:

It's true. It's true.

Debbie Boone:

Oh, man. But as Stephanie said, I am a CVPM and I managed hospitals for 23 years before starting my own private consulting business. And I focus a lot on communication, client service, culture building, leadership skills for veterinary teams. And for years I wrote a column called Culture Coach for Vet Team Brief, a magazine I still love and miss. And then I've done a lot of writing and currently thank you to CareCredit's support. I am writing a book called Hospitality and Healthcare that I will be signing at AVMA about how to-

Stephanie Goss:

So excited.

Debbie Boone:

I'm pretty pumped about it. I've got 30,000 words written and a St. Patrick's Day deadline, so I've got to keep pushing the gas on that.

Stephanie Goss:

Oh man, I am so excited for that and for you, and it's funny because we were working on the plans for this podcast and I was talking to our friends at CareCredit and the team over there. And we were talking about financial care versus financial policies is what we're going to talk about today. And we were talking about who would be a good person to have the conversation with? And you were immediately on my mind, A, because you are fun and I've been looking for a reason for you and I to do a podcast together for a while. But also B, you what I love about your style, your consulting style, but also just your presence in our field and the way that you interact with other managers, is that it's always been focused on the customer care aspect.

And that's what I love and what I'm excited about today is podcast is it's important for us to have financial policies, but really one of the things that I love to do as a manager and that I love that CareCredit helps us promote as an industry is how do we think about it from a financial care perspective, from a wellness perspective so that it's more well-rounded and it's not just, oh, hey, we're having an emergency and now we need to have the money conversation. But we're thinking about it from the very beginning. And so when we started talking about it, I was like, I think this would be a great one to do with Debbie. So I'm super excited to have the conversation today.

Debbie Boone:

Yeah, I'm really excited to talk about this because it's one of the things is, I have a whole chapter in the book about why do we hate to talk about money? And we avoid, and a lot of times I actually think about, it's really a cultural thing because we're trained from the time we're young to say, you don't talk about money. It's like, don't ask people's age. You're fine if you're five. You can ask people how old you are if you're five, but when you're 45, you don't ask people how old they are. So it's the same principle. And so we don't talk about salary to our detriment. And we don't talk about finances again to our detriment.

But I've laughed because for years my husband was in sales. And he coached me having had sales classes. And of course if you say sales to any veterinary team, they keel over like one of those fainting goats. And you're like, wow. In fact, I was at the Uncharted Conference, I always remember this story. This veterinarian was talking about her team and she was talking about the difficulty in getting people to say yes to stuff. And she said, “And I don't want them to sell but.” And I went, yes you do. You really do.

Stephanie Goss:

You do.

Debbie Boone:

You do.

Stephanie Goss:

You do. Okay. So that's where I think this conversation starts. When we think about finances in the practice, policies, care, just the discussion with clients, there really are few things that give the team more anxiety or overwhelmed than quote-unquote sales or the money conversations. From the beginning, even when I was at the front desk, it always amazed me, I never had a problem with it. I guess probably because I had had retail and formal sales experience before coming to veterinary medicine. But my colleagues who came solely from veterinary medicine, they had so much anxiety and stress over having those conversations. And so I have always wondered and have asked the question a lot of my colleagues, but also of my team, where does this anxiety come from? What is so scary about the idea of sales in veterinary medicine?

Debbie Boone:

Well, I think it's the idea of if the concept of sales, it's that used car salesman push stuff on people that's unnecessary. But when I am teaching classes about sales, I say, look, it's education. You really are teaching people what their pet needs because they don't know on their own or they're going to go out and they're going to get some wacko misinformation if you are not the educator. So, when you're talking about sales, if you think how many people walk in your door and go, “Hey, I think my new puppy that I've never had a dog before in my life is probably going to need some parasite prevention and heartworm prevention and some appropriate nutrition?”

They don't do that. They expect us to do that. And that's selling, that's selling. But it is presenting and in a way that you're showing the value for it because that is the challenge. Is a lot of times we just want to reel off this grocery list, but we also have to back up and say, this is the feature. This is like, here's your Volvo, here's the feature. It's boxy, but it's good. It's one of my favorite lines from a movie.

Stephanie Goss:

It's totally, totally true. And I think that, that is one of the pieces that as managers, we all know that it starts with the education, but I think that for a lot of us, the conversation doesn't often go beyond the surface when it comes to the concerns both the team's concerns and their concerns on behalf of the client. Because I think some of the anxiety comes from whether it's a preconceived notion or truth that the team members may know about a client, they are also concerned on behalf of the clients about money. But at the same time, it's not our job to be able to control the client's finances or even know what the client's finances or financial situation is. Like you said, we can't control that we don't know. And so how do we get the team to open up and talk about what their concerns are? And where do we start with the battle? Because I feel like if we just say, okay, well you need to educate them, it's always a yes, but or yes and from the team. Yes, but this is what I can't do.

Debbie Boone:

Well, I've taught like 10,000 plus people when I was teaching the Patterson classes, and we talk about this. And I said, “First of all, when you're pre-judging somebody, how arrogant of you, how dare you? Because you have no idea where this pet's place is in the home.” In my experience, I worked at a very high-end practice in my first 19 years, and I've worked in a rural practice my second three and a half years before I started consulting. And in every one of those you had people of modest means who would say, whatever it takes, I will pay it, here's my credit card, here's four credit cards, for the things on this, this and this. And you've also had people who were mega wealthy who said, “I'm not going to pay for that. I don't want to.” Because that was a part of their values.

So it really goes back to we have to start paying close attention to the people in front of us and we can't stereotype or bump them into, well, this one's got some money and they're going to pay and this one doesn't have any money and they're not going to pay. One of my favorite stories, I used to do some work with Zoetis and they always made me tell this story. But one Saturday morning, it was the rural practice and this man came into the practice and he was carrying a chicken under his arm and he had blue jeans on and they were ratty and he had his straw hat on, it's ratty and it's an old faded shirt.

And you're looking at him and going, this man doesn't have two nickels to rub together. But the chicken had apparently attempted to cross the road and really didn't make it to the other side. So she did get bumped by a car. Well, we put her into an exam room and figured out that she did have a broken leg, and we gave her estimate for an orthopedic pit placement. And the client said, “Yes.” Well come to find out.

Stephanie Goss:

Talk about upsetting the stereotype for your team.

Debbie Boone:

So then three days later after she was hospitalized, he comes back to pick up Henrietta. And at that point in time we find out that he had actually been to two other veterinary hospitals who looked at him and said, the first one said, “I don't know. I don't know how to do this.” [inaudible 00:11:55]. Honestly, the second one, and remember this is rural North Carolina, looked at him and said, “Are you crazy? It's a chicken break it's neck, eat it for lunch and move on.”

Stephanie Goss:

Right. I was going to say it's not worth doing the surgery. They were judging the value.

Debbie Boone:

$5, right?

Stephanie Goss:

Right.

Debbie Boone:

So this was a $700 bill. And we find out at that point in time that this is a human physician who works at the local hospital and he's a hobby farmer. And so he's so thrilled with the work that we did, he moved all his animals to our practice and he had 23 animals because he had everything. And then he goes back to work and he tells everybody what an amazing thing that we did, and he sends us this whole referral base of people who are working in the hospital.

So you cannot judge who is in front of you, you just offer the best you can. Now that being said, would we have figured out a way if he wanted to and could not pay you $700 in one fell swoop to figure out how to pay for Henrietta? Yeah, we would have, we would have offered him CareCredit. You have to have a policy in place and people need to know that you have the policy in place. I could remember many years ago, this is probably back in the nineties, and I used to go take classes. I'm sure you used to do the same things, career track classes and all these. And they said, one of the things that you need to do, is to make sure that people understand that you have payment options before they walk in the door. Because that gives them a sense of safety and security that whatever is happening, they have a way to figure out how to cover it.

So they said, always put your little stickers, MasterCard, VISA, Discover, American Express right near your door handle so that when people are walking in, you push the door, they can read it all. And so sure enough, now you got to remember, I've been doing this a really long time, so I predate CareCredit. So.

Stephanie Goss:

I love that so much.

Debbie Boone:

So just shut up, Stephanie. So when CareCredit came out in the 90s, I was so happy because our practice for years had billed people. And every 15 days we would go through it and we would copy statements and we would stuff envelopes, and it was an inordinate amount of time to do all this. And these were a lot of very wealthy people who just didn't want to bother to write a check, and then they would have their people send stuff money in. But when CareCredit came out, we just said, okay, we're not doing this anymore. Here's the brochure. We stuffed envelopes with the brochure and said, “We are out of the banking business. We're not supposed to be bankers anyway, let's do this.” So we had an out and people took advantage of it. But it was about having a strategy ahead of time. I've been in practices as a consultant, and somebody yells across the counter, you'll love this because I know you've seen it. “Hey Doc, can Mrs. Jones bill that $300? She doesn't have any money today.” And he'll go, “Sure, that's fine.” That's the credit policy.

Stephanie Goss:

I'm laughing because I've heard it.

Debbie Boone:

Yes, yes. So even if you're going to do that, have a system in place where people have to sit down and fill out some information about themselves and how you can track them down and all this good stuff. One of my good friends was a credit collection agent, and I learned a lot from Elaine about the bad mistakes that people would make in these credit situations. But really, we have options in our world and we really need to have systems in place. Even, I mean, CareCredit is an obvious one that we all use, but there are other things that we can do to split bills. And I actually had a client who paid me monthly like the mortgage, and she would just build up a credit in her Cornerstone account and then bring three dogs in and wipe it all out. But I've had managers push back on that because shouldn't we escrow that? I went, seriously, you're doing somebody a favor. They're not going to press you for escrowing their money. It's a credit on their account. Just help. Just be there and help.

Stephanie Goss:

Well, it's funny that… So I want to unpack a few things that you said. So first thing that is crazy to me is almost as crazy when we are getting ready to do this episode when we're talking about the software and Zoom, and I was laughing because I'm still amazed every day that we're this far into life online during and after the pandemic where there are people who don't use Zoom. And similarly, I am shocked, Debbie, at how often you and I are both in a lot of the industry practice manager groups ranging from professional organizations like VHMA where you're paying a membership fee to be a part of them to the free Facebook groups. And I'm still shocked, a week hasn't gone by where somebody doesn't ask, “Hey, what do you think about CareCredit?” Or “Hey, what do you guys think about Scratchpay or VetBilling or one of the other options?”

And it amazes me, especially, especially when people ask about CareCredit. Because I'm like, this is not new. This is not new you guys. This has been out for so long. And it is amazing to me how many practices still don't offer it to their clients, especially because it's one of the things that shocked me. So occasionally I get super nerdy and I get into catching up on journals and research studies. And Synchrony did the lifetime of care study. And if you are a manager in veterinary medicine or practice owner in veterinary medicine and you haven't read through this, at least skim through the cliffs notes version, you should because there is some excellent, excellent information about care in veterinary medicine and what our clients think and affordability and lots of different topics. But there was two things that really caught my eye when I was skimming through things.

One was that, one in four pet owners when they were surveyed said an unexpected expense of $250 or even less would be a financial issue for them. And that a bill of $250 was enough to trigger anxiety for them over how to pay. And I think about that, and I don't know about you all, but it's been a long time since an annual visit with vaccines and preventative and lab work and their exam wasn't over $250. And so when I think about those two things together, it amazes me how we are not doing more to have the conversation. And you were saying like have the policy. And I think so many of us say, “Okay, well we have a policy. We don't accept payments or we take held checks or we offer CareCredit.” Whatever your policy is, a lot of hospitals have it defined. But it's an unspoken policy.

I mean it never ceases to amaze me how many practices will talk about it at the time of need when we have to have the conversation with clients, but there are so many of us that are not proactively and preventatively talking finances with clients. And the reality is that, paying for care, any care whether it's human healthcare, pet healthcare, it is expensive and it is a big undertaking. And we have got to do better by our clients to have that conversation earlier and more often. It can't be a one and done, it especially can't be a one and done conversation at the time of crisis. We have got to start when clients come in, to your point, before they walk in the door, do they see it on our website? Do they see it on our social media? And more than just the stickers that we had in the 90s of, “Hey, we take Visa, MasterCard, Discover.” But this is what our actual policy is.

We expect payment at the time of service if… Here are the payment options that we accept. And then defining what are the circumstances where billing is allowed or payment options are allowed beyond those acceptable options? That we're talking about it before they come in at that first visit, especially when they're puppies and kittens. That we're extending the financial conversation at that point in life beyond just financing like CareCredit. But we're talking about pet insurance and things like that, that we're talking about it when they're young and that we're continuing to have that conversation as they evolve lifetime-wise in our practice.

Debbie Boone:

I think one of the misconceptions that we have, first of all, is that people are medically knowledgeable. Because one of the questions I've asked for years in my classes is, how many of you have had someone come into your hospital who doesn't know if their dog is male or female? And 100% of my students raise their hand. So we're starting with a misconception of that premise that people understand what we're talking about. And then the second one is that, people have a concept of how much things should be. I think you probably remembered this study that Karen Felsted did for VHMA about the cost of vaccines and exams. And people were pretty close to vaccine costs because they do that a lot. But their misconception of the cost of a dental cleaning was that it should cost $55 and it's closer to 500 as an average.

So if we are not talking to people about how much like, this lifetime of care study, how much a dog or a cat costs you in its lifetime. Then we are doing those people a disservice because they don't have a good concept of what the reality is. How much they should even prepare to spend. Because they're thinking about it, okay, maybe I'll go to Tractor Supply and they're what, $2 a mile or something in there. So we really need to have that discussion. And when I was managing hospitals, I always did a lifetime care brochure and we would start out with puppies and kittens and here's what they need and here's what they need as an adult, and here's when they get six or eight, here's what they need. So for years, you are prepping people for advanced care as they get older and older. And you're also sharing how much that costs with people so that they're not blindsided when they get to that point in the game.

And I think that's one of the things that we talk a lot about clients being upset with us and how difficult people are being, and certainly over the pandemic, everybody had lost their mind. But one of the things that we've done is we have continuously blindsided our customers and not prepped them appropriately to understand the cost and be prepared for payment and to give them some of the tools that we have. I think one of my favorite tools, and you and I have talked about this before, is Pawlicy. And so Pawlicy advisors is like a hub of multiple different pet insurances. And what you do is you go in and you put your pet's information, name, age, breed, size, any major problems that they've had, and this algorithm figures out the best pet insurance policy for that pet and gives you the cost. And you can say, okay, do I want to cover all the vaccines and dental cleanings or can I afford that on my own? And do I want just disaster insurance or big problem insurance? And you can obviously probably hear Tucker barking in the background on occasion. I apologize for.

Stephanie Goss:

No, it's so great. Debbie has a naughty little COVID puppy.

Debbie Boone:

Yes, I do. I do. Although-

Stephanie Goss:

He is adorable.

Debbie Boone:

He's so cute. But he gets in a lot of trouble. I've wanted him insured, but I've wanted him insured and Bichons, he's a Bichon. So come subsequently, their genetic problems are cataracts and bad knees and things like that. So putting that information in, Pawlicy was able to find me the best policy for my breed of dog, which actually ended up being pet's best insurance. And so we got him a monthly payment and he's been insured since the day he walked in the door. And I would say, I tell everybody now, I tell friends who get pets, insure your pet. Because when I started in vet med, and we won't talk about how long ago that has been. But life was simple. We talked about fleas, we dispensed prednisone like water. And-

Stephanie Goss:

Heartworm.

Debbie Boone:

The heartworms, and then we talked about hit by cars, hotspots and all the flea allergy dermatitis that was our life was about that, especially in the south. But now, I mean, I have practices that I work with that have CT scans in their general practice. And we're doing complex work, we're doing human-level work. And without insurance, people have no concept and no ability to pay that for the most part. Because we need to tell people that they need these things. And people don't, I mean, I've still have people who don't even know pet insurance exists. We have a huge opportunity… I'm sure Paul Camilla, who for years was Jan Bellow's practice manager. Well, Paul has started with some partners, some veterinary hospitals, and his major focus was that people be insured and 60% of the pets that come into his hospital have a pet insurance policy.

And he said, “Deb, we don't talk about, I can't afford it in my hospital.” People are like, “I have insurance. Let's just do it.” And for his front office team, he said, “I didn't hire medical people. I hired salespeople who know how to share the benefits of this stuff.” So years and years ago, Dr. Wendy Hauser and I wrote a book called The Veterinarian's Guide to Healthy Pet Plans, and it was about the advantages of having monthly paid wellness plans. So my concept is if you have the combination of a wellness plan and pet insurance, then you got it knocked when it comes to taking care of your pet.

Stephanie Goss:

Yeah, I love both of those things. I am a huge advocate. And it's funny, I was anti-wellness plans for a really long time. And then I had done them in-house and had experimented with industry options. But now I'm on board because I saw how when they're done really well and they're modeled off of your practice's standard of care, then to your point in the very beginning, it's not about selling, it's about educating. And if it's what you believe in and are recommending anyways, really it's just another way for clients to be able to access the care because you're providing them a payment plan. Is really all ours, we did not have a huge discount built into ours. There was a small discount, but certainly not big because my doctors were earning on production and we wanted it to be fair on both sides.

And they were like, “Hey, this is good for the patients and so we're going to do it.” And we also need it to be fair for us from a pay compensation perspective. And so I think our discount was capped at 10%. It was like five or 10%, it wasn't huge. But clients were happy to have some sort of discount. And really they were just like, “Oh, I can pay it over 12 months, great, sign me up.” It made the yes an automatic. And to your point about insurance, I think that is a shift. The conversation I've been having with our colleagues for years is, why are we not, it doesn't even, I don't think have to be about selling. It's about changing our language. Because if you ask a client, are we billing pet insurance today? When they come in for their appointment, you're not making a recommendation outright, but you are making a very clear recommendation of, hey, we want our patients to have pet insurance.

And it opens the door for those conversations about, “Oh, pet insurance is a thing. Tell me more about that.” Because that's what you get more often than not is, “I didn't know pet insurance existed. Tell me more.” And so I think I love that, and I love how there has been a focus on accessibility, especially when it comes to pet insurance and making it more accessible to our clients because God love us, as an industry we have really struggled. And I acknowledge the challenge for my colleagues in not wanting to stake their flag and say, “This is who I recommend.” Because the nuances of pet care are so much, and the nuances of insurance are so much, and there is no one size fits all. And it really has to be about the patient. To your point, Tucker, when you have a pet who's predisposed genetically to certain things, what your needs are as the pet owner are different than what my needs are as a pet owner.

And so it shouldn't be about, let me try and take a one size fits all approach because that does feel, in my personal opinion, that can feel really salesy. And if the conversation is about, I don't care who you use as long as you're using someone and here is where you can find more information versus go with God, Dr. Google and figure it out on your own, that is a bad approach. But there are so many hospitals that that's the approach that they're taking because they're afraid to have the conversation. And so options like Pawlicy is fantastic for us as an industry. I'm old enough to remember when we had a list of preferred providers with AAHA, and it was really easy to be like, here's some options. And that has always been my encouragement is, ask your clients, who are your clients using?

And so that was how I operated as a practice manager was once a year I would send out a survey to all of our clients who were using insurance, and we had a code in our PIMS so we could pull a report and see who was on insurance. And I would send them a survey and a simple, tell us about your experience with pet insurance, we wanted the good and the bad, and just like, are you happy with your policy? Yes or no? And we would get their perspective. And then I would say to our client, I would compile that and then I would be like, here's some of the companies that our clients use. If you're looking for more information, and here's where to find it. And yes, it was a project and it was an undertaking, but I feel like it really allowed us as a practice to stretch that care conversation and that financial conversation out beyond the one-and-done.

Because as human beings, that's not how we learn. We know what is it you have to hear something seven times before you actually change the habit. So for our clients, if we're just having a one-and-done conversation when they come in for urgent care and they're like, “What are my payment options today?” They're not actually going to absorb that. We have got to do better by them and start to have that conversation earlier and more often. And it doesn't have to be huge on the sales. It can be little things that we change, even as simple as our language of are we billing pet insurance today to open up the door to those bigger conversations.

Debbie Boone:

Well, we have to remember too, when people are in our practice, they're often in stressful situations. And even if it's just, I've got two kids and a dog and I'm trying to juggle all this stuff and I got to get back to work, their mind is not really focused on what we are telling them. And that's often why they go home and call back and go, “What did you tell me to do with this medicine?” So we give too much credence to verbal instructions, and we really need to be giving people supporting materials. There's a reason they give actors scripts and they just don't stand up there and go pretend to be Joe Blow up here in this movie. They really give them very detailed scripts, and we need to do the same thing.

We need to practice, we need to have our teams practice scripts so that they're comfortable saying just what you said, are we billing your pet insurance today? And then they're like, “I didn't even know pet insurance exists.” Well, sure. And then you might want to explain to people that it is really different from human insurance, that it is more like property insurance. And so it's a reimbursement, but it really does help people afford care

Stephanie Goss:

Those unexpected things.

Debbie Boone:

Yeah. We care. Because you and I have been in this business long enough to know that a dog will eat anything. And some of the stuff, I have seen them in jazz including a 13 carat sapphire and diamond ring, which they pooped out in my kennel one day. Thank goodness we had honest team members because Katie Dons ate, her mother owed a jewelry store and she ate this beautiful ring and my God cleaned it up and returned it to the owner.

Stephanie Goss:

Oh man.

Debbie Boone:

See you just never know where her conversation is going to go with me and Steph.

Stephanie Goss:

That's fantastic. That's fantastic. No, I was thinking of our Lola, our, of course, the lab, what else would it be? Who multiple, multiple enterotomies for eating rocks, like the same piles of rocks. I'm thinking about that patient or the underwear-eating bulldog. But fine jewelry? Maybe now I've heard it all.

Debbie Boone:

This is a schnauzer. If it'd had been a lab, it would probably wipe out the case. But it just was a funny one. So yeah, these things are unexpected and people just, I mean, I'll laugh because when I got Tucker, I grilled the breeder just right at left, and I thought, she thought I had lost my mind. I said, “But you don't understand what I've seen. And so these are the questions that I'm asking you because I have seen the bad part of this deal, and I don't want to buy a lemon and I've got to drive all the way up to Detroit and I want to make sure that I don't have this behavior problem or a multitude of allergies or any other things.” But people, they need something in writing, they need us to be teaching them on our website.

Maybe we have a whole page on our website about financial options. One of the things, I just redid my entire website, but for years I had had a document on that site called Helpful Ideas for pet owners. And randomly I will get calls for people going, “I heard you help pay for pets.” I'm like, “No, there's just a whole idea sheet here.” And on those ideas, there's links to the pet insurance companies and links for the practices to use, and there's charities available. And all this stuff helps people. And because we prepared it ahead of time, what they understand from that is we understand that it's expensive and it certainly can be, but we worked to help. And so it's not just you don't care about us, you don't care about anything but the money. No, you really do care and you care enough to provide tools and information and some support for us.

And we get it, even though we may not be happy about our $3,000 bill when the dog ate rocks. We understand. We go into it with the assumption that people are bound to know that it costs money, and they do, but they don't know how much it could possibly cost. Because they're used to their own $40 copay and getting a bill for 1% of their medical bill because their insurance has covered it, their health insurance has covered it. So people don't know, and that doesn't mean they are idiots. I think you probably saw the reset post that got a little pushback on that, and I was glad to see that pushback because people are not idiots because they don't know all the things that we know. They may be uninformed, but that's because we didn't teach them, that's our job.

Stephanie Goss:

Well, and that client shaming is a big soapbox. And at the same time, that could be a whole other episode. But I think that the truth there for me is that before we go pointing the finger at clients, we need to look back at these three fingers that are pointing back at ourselves and say, what are we doing to prepare clients for the understanding? So back to in the beginning when we were talking about the financial policies. So lots of us have financial policies, but are they written down? Are clients A, reading them, and B, are they signing it? Are you getting agreement to them that they understand it, that they've had the opportunity to ask the questions? And then if I think back to my experience in veterinary medicine, I mean, we started going to my family vet that I ultimately was the first vet practice that I worked at. We started going there when I was a kid.

If you had given my mom a financial policies information when we had our first backyard dogs when I was seven or eight, and then she never saw it again, it's an unrealistic expectation that then years later when she's had three or four different pets, and now I'm the college kid bringing the pet to the vet, and I'm like, “I don't tell me what my payment options are.” It's unrealistic to expect that clients are going to remember those things when it's one and done. And so some of the things that I think we need to do when we're pointing the fingers back at ourselves is look at, do we have financial policies? Are clients agreeing to them and signing them? And then beyond that, are you re-reviewing it? Because if they signed it once in 1999 and they're still your client, that doesn't mean that they actually still accept it and also that you haven't modified your policies because the payment options we took in… When I started in 2000 in veterinary medicine, the payment options then were Visa, MasterCard, nobody took Discover or Amex because it was super expensive.

It was Visa, MasterCard checks and then CareCredit when CareCredit came along. And so I think about it now, we'll accept just about anything under the sun, Apple Pay.

Debbie Boone:

Yeah, there's so many options.

Stephanie Goss:

Amex. Right? There's so many. And if we're not updating those policies, if we're not, then rediscussing them with the clients, I think we're doing them a disservice because that's not how we learn as humans. We've got to continue to present the information. You said something that was super interesting to me that I want to unpack, which is about the written information for clients and not just verbally sending client information home. Because I had that on my list as well in terms of how are we presenting the cost conversations to clients? In my practice, my rule was a treatment plan for every client, every patient, every time, full stop. And everybody would argue with me, and they'd be like, for, “The annual wellness, do I really need to do a treatment plan?” “Yes, you do.” And here's why. Because your point, when you have the mom who's got her two kids plus wrangling the dog in the exam room, she is listening and she is doing her best to listen to you.

She's listening to you with half an ear maybe if you're lucky. And it's certainly not going to necessarily be easy to recall that information when she goes home to have the conversation with her partner and the rest of the family that's taking care of the pet. So I think figuring out how we communicate, particularly when it comes to treatment plans in a more reliable method, is something that we need to do to do better for our clients. And then the other piece of it that goes to your point is discharge instructions. And that the discharge instructions not only include the medical information that you're verbal vomiting on them during the appointment, but also those financial conversations. And we talked about pet insurance today, and I do not expect you to remember that I told you about Pawlicy, here's the link.

And now it doesn't like we've come a long way, especially since COVID as an industry in terms of technology. It doesn't just have to be literally printing a piece of paper and hoping that it makes it home with them. We have everybody's email, so why are we not sending it with the hyperlink so they can just click the button and have it open up on their phone screen or their computer screen? I think those are areas where we really, we can do better by the clients I think.

Debbie Boone:

We can. Well, I can remember years and years ago when we were talking about discharge instructions, and all we did was we created templates and links and I mean, we discharged instructions for everything, and they were linked to service codes. And they were fairly elaborate compared to some of the stuff I'm even seeing today. But the other thing is, there's a message at the bottom of almost every invoice, and why wouldn't it be the bottom? I mean, people ignore that, they never change it. They put maybe their address or something. People know where you are and they're in your building.

So let's put something valuable on the bottom of the invoice. Maybe here's a link to Pawlicy or here's a link to CareCredit. Yeah. It's just put some information on there and you can change that monthly. When I work with practices, I develop a monthly marketing campaign for them, and every month we have a focus on something else. So focusing on payment options and lifetime cost of care and informing people about making a plan. I even have a friend, Debra Hamilton, who creates something called a map plan. And people do not understand, they make this assumption that if something happened to them or they had to be in the hospital for weeks, that some family members just going to step in and take care of all their pets, but do they really know it? And do they have a financial plan for reimbursing those people?

And do they have written down what food these animals eat or any of those things? So there's a lot of planning that people should do for their animals just like they would do having godparents for their kids. I know my husband and I were godparents for our best friend's children, and we sat down and we said, okay, here's the plan, and if something happens to you guys, this is us, then we take over. But people forget that they need to do that for their animals too. And this is all about creating a strategy so that people get what they want. And what they want is a really healthy animal that doesn't have many medical problems that's really well taken care of and that they enjoy living with.

Because that is one of the things that we talk a little bit about in vet medicine and our job is to be the hero of the story and save the day when disaster strikes. But what we really don't realize is we're not the hero of the story. The client is the hero of the story. The pet is often the dilemma, the journey through the story. And we are the wise counselor. We're the Obi-Wan Kenobi to Luke Skywalker, and we are supposed to be the guide. And when we look at ourselves and we put ourselves in that place rather than being this hero, then we're going to find out, first of all, our work is more sustainable because it's hard work being a hero for everybody. And it's much easier to be the counselor and something that you're an expert in. And so that's what our job is to be, is to be this counselor and to teach people all these things. Because we live in it every day and we know it.

And if you've been doing it a long time, you've watched it expand into what we can do. I mean, we can do transplants for animals, we clone animals. We're doing MRIs on animals. There's so much specialty work that's done. And do you want to have to say, no, I'm going to euthanize my 12 year old dog because I can't afford having it go through cancer treatment when it has a great prognosis going through cancer treatment, but it's $12,000 or more. So we want people to not have to make those horrible decisions, and we don't want to have to be on part of it either, because it breaks us. It breaks us when we have to do that too.

Stephanie Goss:

Well, I think that adds a lot to it. And I think when I think about going back to where we started, the anxiety for the team and talking about sales and money, it's uncomfortable and it brings up a lot of feelings and emotions. And I think a lot of it comes down to the lens, which with we choose to look through it. Because if we, as an industry or as an individual practice, if we're looking at your example of, okay, now we have a patient who needs cancer treatment and the costs are upwards of $12,000, that's a huge, huge amount of money. And that for anybody, or almost anybody, I think would hit that panic button of how do I afford this? And when I think about what the clients told us in the lifetime of care study, we're not talking about $12,000.

We're talking about $250, sometimes less being a threshold for people that we should think about, Hey, this is not just that occasional client who's facing the $12,000 cancer treatment or the client whose patient needs orthopedic surgery and it's going to be super expensive or needs specialized care that they have to go to the university for. We're talking about all of our clients really almost every single day. And So I think when we think about making it be financial care over the life of the patient versus just we have a financial policy and here's the payment options that we accept, we can't redo the client's a disservice if that's where we're stopping it. And so I think we have to think about all of the options. And I love what you said about building out resources for clients, because I think one of the other things that is a challenge for us is a lot of times we only help clients understand the options that are available with us.

A lot of times, we and we're doing it with good intentions and we want to take care of our clients ourselves. And sometimes the best thing for our client, or sometimes the best thing for our patient is to get care somewhere else that's not us. And so many of us operate from this scarcity mentality place where we're afraid to send them to other people because we're like, well, we don't want to send them to our competition. The reality is our competition rarely is who we think our competition is in veterinary medicine. And we've got to stop living that way because the reality is, sometimes what is be best for that client or that patient is to go somewhere else. And wouldn't I rather help that patient get care, even if it means we don't provide the care, we are in it for the patients.

And so I think that goes to what you were saying about we're thinking about it ahead of time and we're deciding how do we feel about those things to pull together that resource information. Whether it's here are the low-cost vaccine clinics in the area, or here are the low-cost spay neuter options in the area, or here are, I mean, my ER that was local to us, had a resource sheet for clients that included options including local pawn shops and was like, here's options for finding money when we need it.

And so we have done our job ahead of time to think about those things. And really, we're trying to work with clients at that point, I think, instead of against them. And that, I think feels better to me, even though in the moment, I've been a part of those conversations with the team, it's hard for the team sometimes because we do care about our patients. And there is this thought of, why can't we just help them? Is it really going to kill us if we just do all of this thing for this one patient for free? But the conversation with them has to go, “Hey, look, we're not talking about just this one patient.

Debbie Boone:

It can happen 10 times a day. I ran emergency. And you're talking about emergency?

Stephanie Goss:

Yes.

Debbie Boone:

Yeah, that happens almost every day.

Stephanie Goss:

Yes.

Debbie Boone:

Yeah.

Stephanie Goss:

Yes. And so I think we have to start to think about it from that whole… I love the shift that's happening in the industry where we're starting to have those conversations to talk about it in a whole lifetime of care, spectrum of care, looking at the bigger picture and saying, how do we as a practice become an active, engaged participant in this conversation? We're also asking the client to show up and be an active, engaged part of the conversation. This is not us doing all of the work and dragging them along behind us, but we still have to play our part, I think, in having the conversations.

So beyond talking to the clients about all of the options and looking at how do we do right by them, and in some cases do better by them and offer them all kinds of options. The other piece of it when it comes to where we started, which was this anxiety about sales and money conversation is, how are we talking to the team about their feelings around the money and finance conversations? Because you mentioned it earlier, referenced it earlier, the emotional impact that it has to the team when we have to say no, when we have to put a pet to sleep because their owner can't afford care or something like that, that absolutely has an impact on us. So how do we talk to the team about their feelings and draw it out into the open?

Debbie Boone:

Well, for one thing, it is about preparation. And we really are not doing a very good job training our teams period, in a lot of different ways. I mean, I can't even show you how many practice [inaudible 00:50:32].

Stephanie Goss:

That's a soapbox.

Debbie Boone:

I don't even have time to do that. When somebody said, “I don't have time to do that.” That means you don't have time to do surgery or do any vaccines because it's just as important as doing the medicine is training your team. But I think scripts help a lot and roleplaying, and even though everybody goes, Ooh, in roleplay, it is helpful-

Stephanie Goss:

Don't call it role playing.

Debbie Boone:

Yes, it is helpful when they explore and act out. And I love going back and saying, let's talk about some scenarios in the hospital, and if we had had this conversation ahead of time, how do you think it would've played out? And so you're kind of going back and you're doing that dissection of these issues that you have. And then coming up and making a plan because the issues repeat themselves. During COVID, everybody was talking about the difficulty of clients, and I was going to give a talk for all mine, I thought, well, let me find out why people are firing clients. And so I asked them, and I found out there was a list of 18 things, and all 18 except for two had been stuff I'd been dealing with for 30 years. So nothing changes under the sun. These were the same list except for, “I don't want to wear a mask and I want to come in the building.” So there's nothing new. So we need to know that there's comfort in having these conversations because we're going to, and you can't turf them all to the manager the manager has stuff to do.

And so everybody on your team needs to be really comfortable with it. And I think the technicians, typically are the ones who are presenting treatment plans to folks. And Carrie Bagrund has a really good policy in her hospital and she says, “We know that this is pricey. And we have systems set in place if you need help.” And she said, “People are so appreciative of it, even if they don't need them, even if they have that credit limit, that's fine to cover that with their credit card. But there's this, I acknowledge that there's a problem and so I'm going to proactively put things in place for you. And we have a plan, we have plan to help. And that in itself is a plus.

If we think about could we save lives by having a plan? Could we save lives by doing the role-play that we all hate? Could we save our own soul by not having to put animals to sleep for lack of affordability then I think the motivation is much higher for us to power through something that's really uncomfortable for us and do it well. As opposed to, “Oh, I just don't like to do that. I just don't like to do it.” Nobody likes to do it. Nobody likes to have an uncomfortable conversation. But getting a skill set that says, I can have uncomfortable conversations with people. And if I learn to have them much further in advance than waiting until the ball has dropped, it's too late then and it's too late to talk about it, then we need to have had this conversation with our clients multitudes of time.

And even maybe on that first visit, we used to always do a folder and then it would have some instructions about the hospital and the doctor's bios and some information. But it also had information about the CareCredit credit card, and it had different, what was good for the life of your pet, it was a plan. And we put it in a package and said, these are all good things for you to know. Here are some tools we built for you.

It's my favorite. AVMA has one, but veterinary care is definitely my favorite one. And why not stockpile some charitable funds for these situations when they really won't qualify for any credit card, but can we still do something? We must still do something. And you talked a middle little bit about the spectrum of care work that's being done now in our profession. And thinking about my history in the profession, which is really spanning over 35 years now, we were creative. It wasn't always, we didn't always have to always do gold standard because there was stuff that worked. And it wasn't absolutely the best, it wasn't what the Ivory Tower might have taught. One of my fondest memories is my practice owner, a puppy came in, tested a not strong positive for parvo, but he was starting to be symptomatic and the people just really didn't have anything. And this was in the days before our CareCredit credit card came to exist.

And he sent the dog home and said, every two hours give this dog chicken broth because hydration is what it needs and the puppy left. So there's things that work that we need to be creative. The other thing is, we don't have to do everything all at once, and that's our mindset. I had an older veterinarian say to me, one day, “Well, Debbie, I can't get people to come in one time a year, much less come in two.” Because I was recommending twice a year annual exams or semi-annual exams. And I said, “That's because you make it a horrible experience for them.” When you make a place of hospitality where people enjoy coming into the practice where they feel that you really care about them and you're on their team, they will come as many times as they need to come to get the work done. So we can divide and conquer and that makes things affordable too. And people can spend $100 three times over a year's period of time and spending $300 once might be out of range.

Stephanie Goss:

I think that's great. And I think forward planning and forward booking is a very underutilized tool like that. Remembering we don't have to do it all at once and how can we have that conversation with them about maybe today we do this and then we're going to see you back in two weeks or four weeks or six weeks and here's the next step and then here's the next step in over the next, maybe it's not an acute situation. And so we can say over the next three months, we're going to get to this end result and that works for them or their pocketbook. And going back to something that you said when it comes to CareCredit and the CareCredit credit card and financing options for our clients, there are clients who are going to get turned down. And I think about it, when I think about our team. In my very first practice, one of the processes was we had, of onboarding, was to have a conversation about our own pets and what the pet benefits were, but also then how are we going to pay for care?

Because we had the same conversations with our team that we had with our clients. And so I was like, at the time, I was just out of grad school and I didn't have any pets. So I was like, nah, it's not really relevant. And then I had been at the practice, I don't know, about a year before I suckered into taking home my first pet. And I got a kitten and I had just finished grad school and I was broke. I was like, I have no money and the conversation was how, here's what you get as a benefit, but also then how are you going to pay for your pet's care? And I remember applying for CareCredit and I got declined and I had thousands of dollars in student loans. And so it was not shocking to me, but also mortifying to be like, I work here. And I didn't get approved. I didn't get approved for CareCredit.

And my practice owners were just like, “It's okay. Not everybody gets a proof of CareCredit and you're going to have to have this exact same conversation with clients.” And so what next? What are the options? And it's amazing to me how often we forget the next step of the conversation doesn't have to be it's one and done or there are no other options. It's no longer just the exam, the flea conversation and heartworm conversation. It is advanced-level, human-level medicine and we have to have those conversations with the team so we can put ourselves in the client's shoes. Yeah, I And that we can have that empathy and we can understand how that feels.

And it's funny because I think back to it now and I think about how ashamed I was and how embarrassed I was when I got declined at that first point in time. But now, I can't imagine having a pet without having a CareCredit credit card. I can't imagine not having pet insurance. I can't imagine not having those things. I probably wouldn't have persisted in having those hard conversations with clients if I hadn't experienced that on my own. And so I think the biggest thing for me is, we've got to start to talk about it. Whether it's how is the team going to afford the care? And we've had some podcast episodes on that. How are we going to extend those charity options to our clients? Like you were talking about, Andy just did a great episode with our friend Tannetje Crocker about discounting care and intentional discounting of care and being able to provide charity support when needed.

How do we talk to the team about how they feel about money and support them as managers? What are things that we're doing from an HR perspective to further the conversation about financial stability and awareness just as human beings to support them having a whole life and being able to know what those tools are. I think when we start to think about the money conversation as a well-rounded whole life thing for ourselves, for our clients, I think that's where we really start to achieve that Jedi mastery like you were talking about.

Debbie Boone:

That's exactly right. Obi-Wan Kenobi.

Stephanie Goss:

I love it. Debbie, this has been wonderful. You and I could continue this conversation all day. But thank you so much for having the conversation with me. This has been great. I'm going to drop some links in the show notes for everybody to some of the things that Debbie and I talked about because there was a lot, certainly some of the reference materials. If you haven't checked out the Synchrony Lifetime Of Care Study, you definitely should, especially if you're a practice owner, a practice manager, it is worth your time. Thank you so much for being here and thanks to our friends at Synchrony for making this episode happen ad free because you and I crammed every bit into our hour-long episode.

Debbie Boone:

We did. We did. I appreciate it.

Stephanie Goss:

I can't wait to talk to you again soon, friends. Yeah,

Debbie Boone:

It's always fun. So I guess we'll maybe see each other at AVMA and I guess my afternoon, we'll be spent finishing that book

Stephanie Goss:

Take care everybody. Have a fantastic week.

Debbie Boone:

Thank you so much.

A special thank you to our friends at CareCredit

Written by Dustin Bays · Categorized: Blog, Podcast

Apr 12 2023

My CSR is Giving Out Too Much Medical Info

This week on the podcast…

This week on the Uncharted Podcast, Dr. Andy Roark and practice manager Stephanie Goss dive into a conversation about some worries that a practice manager friend had about their CSR giving out TOO much information to clients. This CSR hasn't had any medical training however they have been in their position with the hospital for a few years and they feel really confident talking with clients. While nothing bad has happened yet, this manager is wondering how they address it before unqualified medical advice might get shared, no matter how good the client service intentions are. Let's get into this….

Uncharted Veterinary Podcast · UVP – 226 – My CSR Is Giving Out TOO Much Medical Info

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


Do you have something that you would love Andy and Stephanie to role-play on the podcast – a situation where you would love some examples of what someone else would say and how they would say it? If so, send us a message through the mailbag!

We want to hear about your challenges and would love to feature your scenario on the podcast.

Submit it here: unchartedvet.com/mailbag


Upcoming Events

May 24: Trending Technology in the Veterinary Space with Jen Quammen

Have you wondered about using AI or wearable technology for pets as part of your practice? Have you wondered if those tools will really save you any time or energy? Communication within and among veterinary hospitals is the key to standing out in the veterinary space. The good news is that many unique, new tools are becoming available to support great communication, even remotely! In this workshop, Dr. Jen Quammen will tell you more about the real application of these growing opportunities and provide her insight to help you foster a loyal client base that will stay with your practice for decades to come.

Upcoming events: unchartedvet.com/upcoming-events/


Episode Transcript

Stephanie Goss:
Hey, everybody. I am Stephanie Goss, and this is another episode of The Uncharted Podcast. This week on the podcast, Andy and I are tackling a question from a manager who feels like they have a CSR who might be overstepping their bounds, and it's kind of happening repeatedly. They have been giving advice or getting into medical conversations with clients, and this manager is pretty concerned that it might go off the rails, although it hasn't happened yet. So before it does, they're reaching out for some help. This was so much fun. Let's get into this.

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 my name is no Goss.

Stephanie Goss:
That's right. My name is no.

Dr. Andy Roark:
My name is no.

Stephanie Goss:
How's it going, Andy?

Dr. Andy Roark:
It's good. The spring is here in South Carolina and that makes me super happy. I spent the weekend spreading mulch in my yard. And I know that sounds awful, but man, I love it. I love being outside. I love just having a thing that I just do. It's one of those things where the time just flies by because I'm just kind of working and raking and looking around.

Stephanie Goss:
Doing your thing.

Dr. Andy Roark:
Yeah. I listen to music and I listen to audiobooks and stuff, and just kind of work outside. Yeah, it was pretty wonderful. How about you?

Stephanie Goss:
It is not. I mean, it is spring in Washington, but it is still freezing cold and my bulbs are an inch out of the ground and they're not going to get any bigger any time soon because it is still too cold. But it's good, it is busy right now. When we're recording this, we're a week away from our practice manager summit, and so there's a lot of craziness getting ready for that.

Dr. Andy Roark:
Oh, man.

Stephanie Goss:
And we've got a lot happening in our community right now and working on new content and so many projects.

Dr. Andy Roark:
For those who don't know how Uncharted is blowing up in 2023, we've got our practice manager summit, which is virtual. We have our April in-person conference, which everybody's coming to. You and I are starting a new thing called our development path, where we, you, and me, and Maria Pirita, meet with members of the community every two weeks. And we're going through workshops that we've developed over the last couple of years. And every two weeks, people can drop in, and we have some pre-work, and we have some actual work, and then some takeaway stuff. And we're just going to spend from now until end of the summer just working with the community members on some really key essential stuff, and so that's kicking off. We've got our handbook helper, where you and Ron Sosa and Maria work on helping people get their handbooks actually done and created. We've got our hallway conversations. We've got our workshops that are soon going to be carrying RACE CE with them, all this stuff is new this year. It is bonkers how much stuff we have going on. But man, the future looks bright, I'll tell you what.

Stephanie Goss:
Yes. It is very exciting and also, I was just working with Tyler. And she and I were working on some resources for some of the stuff coming up and having the conversation that I love being busy and I love chaos. I get bored really fast, and so I like it when we have a lot of things going on. It feels cyclical, and it was this way in practice too. I would be busy, busy, busy, and handling, handling, handling, handling. And then kind of really without knowing, it very quickly tips into the, okay, now I'm actually feeling panicked and overwhelmed. And I think I hit that point this morning and I actually sent you a message like, “I am feeling overwhelmed,” because I was literally working with Tyler. We're designing some stuff in Canva. I've got her in one earbud, and then I have a different set of earbuds in the other ear because I'm listening to a recording of a session that we just did to try and pull information to reply to an email. And it's just like, “Okay, this feels like I've hit that place of overwhelm.”

Dr. Andy Roark:
Oh, yeah. It's always that balance. You know what I mean?

Stephanie Goss:
Yeah.

Dr. Andy Roark:
The classic performance state is you want to be stressed. You don't want to be distressed. And you don't want to be bored.

Stephanie Goss:
Yes, yes.

Dr. Andy Roark:
But the idea that you're going to get to the right amount of stress to keep you motivated and engaged and not dip above it or below it, that's not going to happen. And so we know our business is cyclical. The first quarter of the year is always bonkers.

Stephanie Goss:
It's crazy for everybody. I think in the practice too because when you're in the practice, it would always be like, “Okay, it's the new year.” And for a lot of practices, I know December tends to be really quiet and even sometimes into January. For my practice, December was always bonkers, maybe because we did boarding, and so we had a lot of stuff around the holidays. But it would be crazy, and then you have dental month, and then you head into spring and the fleas start popping, and it's just a crazy time of year I feel like for everybody. And also, for anybody who is in vet med and has their own sport activities, or their kids are involved in sports, everything has started happening. And now I'm going different directions at the same time for the different kid activities, and it's a busy time of year.

Dr. Andy Roark:
I feel that the world has now opened back up post-COVID.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
It took a long time. This was the first year. You and I have been going to VMX in Orlando and Western Vet Conference in Vegas pretty much every year, even sort of through the pandemic because they're just really big events and they're important in our industry. But this was the first year that I was there and I really thought I'm going to need to go to some more events this year, besides these two. I haven't done that in a couple of years. I've been like, “Yeah. I need to go out and get engaged at some other things that are going on,” because I can tell the industry is picking back up and life is kind of getting to normalize. And the same thing back at home life. We're looking at summer camps and things for our kids. And it's time for them to sort of reengage and do this. And I don't know if you feel this way, but I've really been trying to hold onto some of the perspective I got during the pandemic where I thought, “Hey, myself, my family, have been a bit over-scheduled.”
And there's just really great thing about being less scheduled, and I know that. And at the same time, as everyone around me picks up the pace and picks up the pace, I feel this vortex pulling me back into life as it was before the pandemic of, I'm not back where I was of every night, my family has something going on. But I can see it from here. And unless we say no to some things, it's going to be that way by the end of this year. And it's really been a test of what I learned in the pandemic, and I said I wanted … The default is not to stay on the sidelines. The default, at least for me, is to get sucked into the action. And I am really asking myself some questions about that.

Stephanie Goss:
Yeah. I feel that too. I was looking ahead at the calendar and thinking about summer and kid organization. And in looking at the calendar, I think there's literally two weekends the whole summer that don't have something scheduled, and between camps and travel and family time. And yes, some of it is family, quality family time and time unplugged. And it's all stuff that I want to have on the calendar. And at the same time, when I look at it and I look at that 12-week span, and there's literally something every weekend except for two, it does feel that slippery slope of overwhelm in the sense of: Are we going back to being over-scheduled and over-committed, and feeling like: When are we going to just kind of hang out and do the summer thing? You know?

Dr. Andy Roark:
Yeah. I saw this book recently, and I was sort of … It was an interview with the author about the book. But the title of the book was something like In Defense of Hanging Out, and this person just wrote about sort of … You remember when you were younger and your friends would come over. You would spend time with them.

Stephanie Goss:
Hang out.

Dr. Andy Roark:
And you're not actually doing anything.

Stephanie Goss:
Yeah, you're bored.

Dr. Andy Roark:
You're just bored together. And this person was making … They were pointing to the science of loneliness and connection and things. And they were talking about how that just being there and being bored, and not being on your phone, but just watching TV you didn't care about together, and mostly talking how much that means to us as far as making connections and friendships and feeling like we have a place. And I look at my own life, and I'm like, “Man, I don't hang out.” It's antithetical to kind of who I am and how I've been. But I also recognize that there's a downside to that choice, which is I don't have those friends that are just around, or I don't have friends I'd be comfortable just walking into their house. I don't have those friends. And of course, I wish I did.
But at the same time also, I'm not willing to make unstructured time in my schedule to not do anything. I don't know how that fits. And maybe it'll feel differently after the kids have grown up and kind of flown the nest. Maybe when I'm an empty nester, I'll have hang out time. But I just don't know. But anyway, all that stuff, it all kind of feels like it fits together in me and looking at life, and looking at being over-scheduled versus under-scheduled, and the benefits and the drawbacks. But it's been an interesting time as the pace has picked back up, and picked back up around me saying, “Am I engaging in this?” If I'm going to engage in it, which I think I am, I'm going to be real intentional about it and just really pushing myself to not say yes to everything that comes my way. But I am with you as far as feeling like the pace has picked up and picked up.

Stephanie Goss:
Yeah, for sure. Well, I am super excited about this week's topic of conversation. We have a practice where there is a CSR who seems to be maybe overstepping their bounds. They are giving advice or just kind of wandering generally into medical conversations with clients. And this is a CSR who does not have medical training, is not qualified to have medical discussions, although she has been in the vet field for a few years now. Right? So she's gained knowledge both intentionally through training to have some background in the practice, but also kind of unintentionally just as you do on the job observing veterinary medicine. And so they feel maybe more qualified than they actually are, and they want to really help the clients. And so clients are asking questions and they're getting themselves steered into conversations where the supervisors in the practice feel like you're not qualified to have these conversations, and you might be overstepping your bounds.
And nothing bad has happened yet. There hasn't been any catastrophe like a client's gotten wrong advice or anything like that. But the manager was looking at the situation and going, “I feel like this is heading towards potential disaster, and I'd love to know how to handle this kind of situation because I want the team to feel empowered. I want them to be able to problem-solve for clients. And I don't want untrained team members getting themselves into trouble giving medical advice or medical information out to clients that they're not qualified to give,” and so they're wondering. How do you handle both talking to the CSR about it without making them feel like they don't know how to do their job, and also implementing systems and protocols to support the front desk when they don't have that medical training?

Dr. Andy Roark:
Yeah. This is so common. And it's often the front desk. But honestly, I see it with assistants.

Stephanie Goss:
Or the kennel.

Dr. Andy Roark:
Or the kennel, yeah. But even some of the technicians can waver over that line into diagnosing things like that.

Stephanie Goss:
Absolutely.

Dr. Andy Roark:
So I see it a lot. And let's go ahead and start in headspace, and I think it's important to step back from this because I have seen people go right … They pull their flaming, raging sword of justice and say, “You're not qualified to make these decisions or give this information that may not be totally factually accurate. Or you're just sort of giving your theories here instead of having the doctor look at the pet and actually figure out what's going on.” And I have seen people just really get emotional and there's a righteousness aspect to this, and I get it. I do get it because it can be dangerous. There's real risk to the pet and there's real liability for the practice here, so it's not totally benign.
At the same time, I really do think it's important to be honest and step back and look with grace on the people who are doing this because here I am every week on this podcast and on the other podcast I do, Cone of Shame, talking about leveraging your paraprofessionals, leveraging your support staff, the technicians taking work off of the doctor plates, and the front desk being the mouthpiece for the practice, and really helping us streamline communication, which is a huge time burden on a lot of doctors. And so let's at least look at this and say, “Okay. I understand how overstepping here happens,” and quite honestly, I would much rather have the conversation to kind of rein some people back in than I would having the conversation of, I need you guys-

Stephanie Goss:
To step up.

Dr. Andy Roark:
To do something beyond taking a message.

Stephanie Goss:
Right, and passing it along.

Dr. Andy Roark:
And telling the client that I'm going to call them back because that's soul-crushing to me after a while. And it's a burden that I can't bear. So I would much rather rein in someone who's trying to help than I would try to motivate someone who doesn't have that inclination at all, and just wants to pass the conversation off to somebody else. And so I think that's a good opening position is to go, “All right, there's a spectrum of how much we want, or how much we're able to support people, and who's able to support people.” And it's not help them or don't help them, it is understanding what that spectrum is. And where do I engage? And then where are the limits where I need to not engage even if I have clear ideas about what happened. And I want to give grace again to the front desk or the techs here.
How many times do you take a message from the pet owner? You know what the doctor's going to say because you've heard him say it a million times. And then you go and you ask the doctor, and the doctor says exactly what you thought that they were going to say.

Stephanie Goss:
Right.

Dr. Andy Roark:
You know what I mean? And then you come back and you tell them exactly.

Stephanie Goss:
You're like, “I could've saved myself that time.”

Dr. Andy Roark:
How long does it take before you say, “I know what they're going to say. I'm just going to tell them.” And the truth is, there's subtle differences. And that one time you go, “I know what they'd say,” but you're wrong because this one's a little bit different, and you didn't catch the difference. And now we've got a real problem.

Stephanie Goss:
Yes. And I think there's a real Jedi mind trick there when it comes to training. So when we get to action steps, I want to circle back to that because I think there's an easy way that you can train the team on what to say that will help keep them feeling empowered and feeling like they are actually moving it forward, but also creating the space for someone who does have the medical training to double check them.

Dr. Andy Roark:
Yeah. I want to shout out to this manager that reached out as well because I know a lot of people who would know this was going on, but they would not motivate themselves to intervene until-

Stephanie Goss:
There was an actual problem.

Dr. Andy Roark:
Maybe it'll be okay.

Stephanie Goss:
Right.

Dr. Andy Roark:
Or we'll address it when there's a problem. And they wait until something bad happens and then they have sort of this come to Jesus talk sort of thing. And I go, “I love the fact that you're seeing this before it has blown up. And your intention is to actually intervene now.” And I think that takes some discipline and I am super happy with the question of, before this, before something bad that forces us to deal with this comes up, I would just like to go ahead and get this back under control, so I like that a lot.

Stephanie Goss:
And before it feels like something punitive, where you're getting in trouble for something that you did, versus, “Hey, I see you doing this thing, and I appreciate you wanting to help the clients.” And so here's how we wrangle that. Right? You have the opportunity here for it to be nothing but positive for the CSR, or the kennel assistant, or the assistant in the sense of their growth and development. And I think that is huge and that is key, and I also love that they are looking at it proactively because I think when you have to have that conversation in the negative, it changes everything for how that conversation is received, how you have to impart the training at that point because then it's just like, “Well, now I'm just teaching you so that we can fix your mistake,” and that doesn't feel good to anybody.

Dr. Andy Roark:
That conversation is easier to have. It writes itself. When there's a problem and it is a punitive conversation, you're like, “Well, how can she argue when I say, ‘You did this, and it blew up, and this is the outcome. And this is why you can't do this anymore.'” You go, “Oh, well, that's a much easier conversation than, hey, nothing has happened so far. And I need you to change your behavior without hurting your feelings.” It takes much more grace to have the second conversation than the first. However, I don't want something punitive to happen. And there are consequences to something punitive happening, which is probably a pet having a bad experience, which we really don't want.
And the other thing is if you do it right, you can do this very gracefully and just avoid a lot of pain. I think a lot of people just don't know how to have this conversation, and so they wait until something bad happens, and they don't have any choice but to have the conversation, and they point right to the thing and say, “This is what happened and we need to make changes.” And a lot of times, that's a horrible conversation for the person who made the mistake because they're being held accountable for something bad that of course they didn't mean to have happen.
I think that's another part of the head space is empathizing with the person at the front desk who's doing this. Everybody wants to grow. Everybody wants to take on more responsibilities. Well, a lot of people want to take on more responsibilities. Everybody wants to feel like they're growing and developing. Everybody wants to help. Everybody wants to feel valuable and feel like they are-

Stephanie Goss:
Contributing.

Dr. Andy Roark:
Yeah, they're contributing. And so when we say, “Well, why does this happen?” And you look at those, you go, “Okay, this is generally not coming from a bad place. It's not an arrogant place.” I'm assuming it's not that the doctor is a doofus, let me tell you what you should actually do. That would be a bad place. But that's not what see. You know?

Stephanie Goss:
Yeah. No, it's generally coming from a place of good intention, of I want to problem solve, I want to help this client, or I want to resolve this situation for someone. To your point, it comes from that desire to help, really. And so it's easier to slide the flaming, raging sword of justice back into its sheath when you think about, okay, this person really wants to help take care of the clients. And as a manager, isn't that the number one golden quality you want in a CSR, is someone who wants to help take care of clients?

Dr. Andy Roark:
Yes.

Stephanie Goss:
For me, it is. Hell, yeah. So let's nurture that and it just might need a little bit of wrangling and a little bit of direction. You know?

Dr. Andy Roark:
Yes. Yeah. I completely agree with that. It needs some wrangling and some direction. And so the next part of sort of head space before we go in there is, we need to figure out what that wrangling and direction really is because if you go in and you say, “Stop saying too much to the clients,” the obvious question is-

Stephanie Goss:
What does that mean?

Dr. Andy Roark:
What is too much?

Stephanie Goss:
Right. What did I do wrong?

Dr. Andy Roark:
Do you want me to not say anything? What do you want from me? And I think that very much can lead toward frustration. I have seen paraprofessionals, techs, front desk people, put in a bad spot where they get in trouble for overstepping, but they don't know what constitutes overstepping. Or they'll be given one example, and they're like, “Is that the only time, or are there other ways?” And so you get them into this fearful head space, where they don't know what they're allowed to say, and so they either just go, “Forget this. It's just a job. I'm going to ratchet way back and I'm not going to tell them anything.” Or they say, “I'm going to help them and I'm going to look over my shoulder every time because I'm worried that I'm not supposed to tell them this bit of information.” And we really, really want to avoid that.
And so the next part of this is making a plan of how you're going to have the conversation. So the first thing is just for you, just for you the manager. I always do this with pen and paper. It helps me to write things out. But what are the risks here? What are my concerns? Do I have any examples not from this person, but from places I've worked, or things I've seen in the past, where I say, “Here's the type of thing that I've seen. Can we talk about the risks to the patients and the liability?” And a lot of times, the liability is easier to talk to because then I don't have to say, “Hey, I'm afraid you're going to screw this up.” I can say, “Hey, you can do everything right, but if it comes from you and not from the doctor, even if it's correct information, once it crosses into that medical diagnosis, treatment, adjusting treatment plans frame, we're opening ourselves up to get really punished.” And you may not make a mistake at all, and a lot of times, that's much easier for people to hear than, “If you screw this up, it could get really bad.”
I would mention if we have a technician or a front desk person who gives inaccurate information and they miss a detail that was important that the doctor would've spotted as different from what the norm is, that's how we get real problems as well. And so I would start to say, “What are the risks here? What are my concerns?” And I would talk about my concerns from a medical outcome standpoint, and then also a customer service perception. What do the clients think? What's their perception? Do they think the doctor knows what's going on and the doctor does not know what's going on, and they find that out?
And then last, but not least, from a legal liability standpoint of: Are we getting exposed here to where we can get in trouble through no real fault of our own necessarily? And sort of frame it that way. But that's kind of how I'd start to set that stuff up, so I know when I go in, I can tell them the why. And I think the why is important. I don't want the why to be, “Hey, you're just a front desk person. You don't get to tell the pet owners this.” That's a terrible why.

Stephanie Goss:
Nobody wants that job.

Dr. Andy Roark:
Nobody wants to hear that. And of course, none of you hopefully would ever say that. But I have heard things that kind of … That's the flaming, raging sword of justice response is, “You're at the front desk. You don't answer questions about medications.”

Stephanie Goss:
Well, and there are, to be fair, and to leave space, every practice operates differently, and there are practices out there that operate very successfully, where the front desk does not have anything to do with medical questions. And so there are protocols and workflow that supports the front desk not having any involvement without it coming across as, I'm the receptionist at the law firm. Dr. Roark's office. Can you please hold? That's not their job. They're still doing an exceptional and very important job at the front desk. And there are lots of practices that have people at their front desk who are playing a dual role and have training and workflow and processes hopefully in place to support those team members doing those things. So it's not to say that you can't have a practice where that is the case because I think there's probably practices listening to this who are going, “Well, my CSRs don't do anything with medicine and I don't want them to do anything with medicine.”
And I think it's important to say we're not trying to say it should be one way or the other. And when those things are successful, regardless of how you have it set up, it is because there is the why, and everybody understands, and everybody's on the same page. And to this manager's question's point, there are policies and protocols and processes from a workflow perspective that support everybody rowing in the same direction.

Dr. Andy Roark:
Yes. Yeah, I agree with that. Yes, I completely agree. In that same vein, the last sort of part of head space for me is: What is the protocol going to be? Right? It's much more challenging to talk to this one technician or one front desk person and say, “You're not able to say this thing,” than it is to say, “Guys, front desk, CSRs, let's come together. Let's talk about what medical questions fall into the front desk purview, and what needs to go to the technicians, and what needs to go to the doctors, and how we triage these calls, and what information we're willing to give over the phone and what information we're not.” And then just start to lay that down because if your system is, hey, every time the phone rings, you're just going to make a judgment call and see if it feels good, or it feels not good.

Stephanie Goss:
Yep, game-time decision.

Dr. Andy Roark:
Yeah, game … Yeah, exactly right, a game-day decision. We answer the phone, see how you feel, feel it out. If you think you might get in trouble, you should send it back. That's not good. You should have some type of guidelines for them. And so I think that holding people accountable for what they say without giving them some sort of base guidelines of what is acceptable or what we want in the practice, I don't know that that's really fair. And that does make us stop and we have to have some honest thoughts and conversations about what is appropriate for the front desk to talk about, and what needs to go to our technicians, and what needs to go to our doctors. But I like … We're going to talk about when we get into action steps about how to sort of build those and figure out what they are.
I think your point earlier was really good. There's not a right answer to this. It really is. It's your practice model, it's the style of medicine that you practice. It's the personnel that you have. If you have a bunch of CSRS and your really short on techs and doctors, then figure out how to empower the CSRs. And there may be a training part of this that gets them up to these places where they can have these conversations. You would run that differently than if you have two CSRS and a bunch of techs and doctors. I go, “Well, send that stuff to the techs. Get it off the front desk.” They're trying to answer phones and check people out. There's no reason for them to be answering medical questions. Kick that stuff back. So there's not a right way to do it other than to look at your liability and say, “People at the front desk should not be diagnosing, prescribing, recommending treatment plans, things like that.”

Stephanie Goss:
Yeah, yeah. I love that. And I love your point about knowing the why and starting there. Why are we doing this? Because I think that helps each of us address that individuality in our practices. Why do we have it set up the way that we have it set up? And if we don't have a strong answer to that why, it may open up opportunities for us to look at it and be like, “Well, maybe what you just said is right. Maybe when we started doing this, we had seven CSRs that all rotated through the front desk. And now we're down to two.” And maybe we didn't really have a why, or the why that we had was different than it is now. And it creates that opportunity to define it. Why are we doing what we're doing?

Dr. Andy Roark:
Oh, yeah. Or maybe when we were smaller, everybody was cross-trained.

Stephanie Goss:
Right, yes.

Dr. Andy Roark:
Maybe the techs and the assistants moved up and worked the front desk, and so when someone at the front desk answered, they also had a significant amount of time in the back, and they had medical training that we don't prioritize now. Those things change over time.

Stephanie Goss:
Yes. And I was going to say I think where I really commonly see this as a pain point for practices is when you are small, one or even two doctor practices, cross-training is a necessity because usually you have a smaller team and people are wearing dual hats. And as we hit and shift into that multi-doctor, 10 plus team member, then you start to develop more niche roles within the team, and that's where we tend to have struggles because, to your point, there was somebody who was cross-trained at the front desk, and now we've got some front desk team members that don't have that cross-training. And now we're realizing that we need to develop these policies and protocols. And so it doesn't always occur as a result of someone doing the wrong thing. Right? Sometimes it's just about our growth as a practice and sitting down and thinking it through.
And I love what you said as a manager, to start with the pen and paper. And say, “What are the risks? What are my concerns? What am I worried about?” And then write it down from there and say, “Okay, if this is what I'm worried about, what information would I want the front desk to give out?” And then what is the why here? And then moving it along and saying, “Hey, practice owner, partner, or medical director partner, or doctor leadership teams, this is what I'm thinking about from a nonmedical perspective. What do you think? What is your why?” And layering it in so that you have that transparency on both sides, to your point where: If the doctor looked at it, are they going to view it slightly differently? Because you don't know, none of us know what we don't know. Right? And if I'm a manager, maybe like in my case, I have medical training, and so there was lots of times where I could anticipate what my doctors were probably going to ask about because I had that training.
But when I was working with colleagues who were new managers, who didn't have the medicine training, I had to really force myself to think. What do they not know? Right? I can assume lots when it comes to customer service, but I can't assume anything when it comes to the medicine because things that I would instinctively think to ask, they're not necessarily going to know to ask because they don't have that training, and really thinking about that and having somebody else look at that stream of consciousness kind of writing was really instrumental for me in helping try and figure out what my policies and protocols should be.

Dr. Andy Roark:
Yeah, I agree. Let's take a break and then we'll come back and jump into some action steps. Let's fix this problem.

Stephanie Goss:
That sounds great. Hey, friends. I want to make sure that you know about an upcoming workshop that you're not going to want to miss. And I know I say that about a lot of our workshops, but I mean it about this one. Well, I mean it about all of them, let's be real. But this one holds a special place dear to my heart. Two reasons, one, my friend, Dr. Jen Quammen, is leading the workshop. Number two, it's about technology. And if you've listened to the podcast, you know what a techno nerd I am. I am super excited to have Jen with us thanks to our friends at TeleVet. She is going to be talking on May 24th at 8:00 PM Eastern, so 5:00 PM Pacific, about trending technology in the veterinary space.
Now I love technology. We talked about it on the podcast. We've had guests on the podcast. And one of the conversations that has been going around and around in a lot of the groups I'm in lately has been about ChatGPT or artificial intelligence, AI. And so if you've ever wondered about using AI in your practice, or if you have wondered about wearable technology for pets, communication tools and techniques that use artificial intelligence, or advanced technologies, those are the kind of things that Jen is going to dive into during this workshop because most of us have wondered when we've talked about those technologies, if they actually will save us any time or energy, or if they're just a new trend. So Jen is going to dive into some of the things that have come to market, some of the things that are actively being used in veterinary medicine that you might not know about, and ways that we can incorporate technology into the veterinary space in a way that works with us and not against us.
So if this sounds like something that you'd love to get in on, head on over to the website at unchartedvet.com/events to find out more. We'll see you there. And now, back to the podcast.

Dr. Andy Roark:
All right. So it occurred to me recently, you and I used to talk about SAFE conversations in basically every episode. And then I think we did, after 200 episodes, we were like, “I think everybody's got it.”

Stephanie Goss:
Everybody knows.

Dr. Andy Roark:
Yeah. But we continue to gain listeners and gain listeners. And I'm like, “All right. We should bring the SAFE conversation back every now and then, just so people remember it.” All right, so you got to start these exercises with your safe conversation. So SAFE, S is for smile. Can you sit next to this person and can you smile at them? And if you can't sit next to this front desk person, or you can't sit across from them and genuinely smile at them, you're probably triggered, and today is probably not the day to have this conversation. If you're triggered, frustrated, upset, you are going to be less effective than if you are not. You might need to put this conversation on the calendar for two days from now, so it does not get skipped because you will feel better and that's an easy way to not have the conversation. So put it on the calendar, but make sure you can sit next to this person and you can smile at them.
A is for assuming good intent, or assuming noble intent is a way I've been saying it recently. And I just assume that this person is doing their best and they're trying to help, and they have good intentions. And you and I, I think we laid that down in head space when we said, “Everybody wants to help. They're trying to help the pet owners. They're trying to help the practice.” They have good intentions. And so let's not get mad at them for being awful. They're not being awful. They're being good. They're just making a mistake or they're behaving in a way that we need to make some adjustments. Let's assume the best possible intentions on the part of the person we're going to talk to. F is fail.

Stephanie Goss:
For the A, the other thing too, there's one thing that I would add to that because sometimes, and I've been there as a manager, where I'm looking at it and I'm like, “Okay. I know they were trying to help the client,” but I'm asking myself. “What were they thinking? Why were they telling the client what they were telling them?” Right? And I can totally hallucinate a place where you're looking at this going, “I literally have no idea why they would have told the client what they told them.” I truly don't understand it. And I think that in assuming good intent for having the SAFE conversation is: Can I ask them, “Tell me what you were thinking”? Can I smile at them and say, “Tell me where you were going with this. Where were you going?” So that you can really, truly try understand because I think that assuming good intent sometimes we can, sometimes we absolutely can be like, “They were just trying to help the client.”
But sometimes I have sat there and been like, “I literally have no idea why they did what they did.” And it's really hard to assume that good intent because I have no understanding. And so for me, sometimes I have to replace that with, “Can I just ask them, tell me more? Where were you going? What happened? Where were you going with this?” To be able to get to that place where I'm like, “Oh, okay. Now I understand and I really can feel like you were trying to help the client, even if I would've done it completely differently.”

Dr. Andy Roark:
Oh, yeah. Yes, I'm glad you said that. So F in SAFE is failure. Has this person been set up to fail? And what here is my fault? And I have those thoughts of, “How has this person been set up to fail?” And then what here is my fault? Because the more of this I can take ownership of, the more likely this person is to hear me and hear what I'm saying. And so if this person is answering these questions, but we have not clearly laid out guidelines for what the front desk should say, or what the expectations are about what they send back to the doctors and what they don't, then that's on me. Right?

Stephanie Goss:
Yes.

Dr. Andy Roark:
This person has been set up to fail because they weren't given guidelines. They were told to help the pet owner without clear guidelines about what our liability concerns are, or what the doctors want to have happen. And if I'm the manager, that's my fault. It's my fault for not having a policy in place. Now I'm not going to beat myself up about it too much, but by me saying, “I recognize that there's no policy,” and that's on me, it often helps people to be less defensive because they don't feel like I'm trying to say there's a terrible problem and it's your fault. I'm saying there's a problem.

Stephanie Goss:
You're sharing the responsibility.

Dr. Andy Roark:
Yeah. And I own a chunk of it, but let's figure out how to fix it. And so that's F, and the last thing is E. What is the end result? And what does the end result look like? And that's one's going back to why I said I always sit down with a piece of paper and say, “What is the end result?” Is it the front desk sends everything back to the techs and the techs elevate it?

Stephanie Goss:
[inaudible 00:40:54].

Dr. Andy Roark:
Yeah, hopefully not. Is it that there are categories that we agree on, where this goes to this person, and this stays up front, and you guys are empowered to answer these questions but not those questions? [inaudible 00:41:07] is probably about kind of where I would try to go. But what is that end result? And you should know what you want to have happen before you go in there because I have seen people do this conversation and they go in, and they're like, “You can't do that.” And the front desk says, “Well, what am I supposed to do instead?” And they're like, “I don't know, but not that.”

Stephanie Goss:
And then it goes nowhere.

Dr. Andy Roark:
And then it goes nowhere, and everyone ends up angry and frustrated. But I joke, but I have seen that and you probably have too.

Stephanie Goss:
Yes, yes. Okay. So we're going to start with the, we want to have a SAFE conversation. Right?

Dr. Andy Roark:
Totally.

Stephanie Goss:
And we're in a good head space. And we're ready to talk this out.

Dr. Andy Roark:
Totally. So roll in and start with the positives. Talk about everything we talked about, about assuming good intent and giving grace to this person. Do that to them. Don't go in and say, “Hey, look, we've got to talk. There's a problem. You're messing this thing up.” Go in and say, “Hey, I really appreciate all the work that you're doing at the front desk. I understand you have a lot of knowledge to share and it is wonderful to have someone at the front desk who generally knows how our practice runs, and has so much experience and familiarity with our cases. And I really, really appreciate that. And that's a real asset that you have and that you bring.”
And just start by laying down the good stuff. And the next step for me is I would ask for help. I like to ask for help. I would say, “I need your help. When we're looking at how calls are getting handled up at the front desk, we have some liability concerns, and this is what they are. We get questions that come in, and when they're medical questions, and they get answered at the front desk, there is a chance that if these things go wrong, or if the pet owner's not giving us all the information, and let's say that you take the call and they don't give you all the information, but the information they give you seems pretty straightforward. If you tell them what to do, and it turns out that because they didn't share information, their pet ends up in the emergency clinic, they can come after us in a big way because someone at the front desk told them they didn't have to do anything, and now they're at the emergency clinic.” And there's real liability there.
And then I would start to ask them and say, “I want you to be engaged,” and go back to my list of the things that I want. I want you to be helpful. I want you to keep taking work off the doctor and the technicians' shoulders. I want you to share your knowledge. I want you to feel like you're developing, and I want you to know that you're a big part of this team. And I need to figure out how we can set up some guidelines and a system so that you know what to handle and what to send back, so that you're safe and we're safe and the pets are safe, even if the pet owners are not being communicative or they're not giving us all the information.”

Stephanie Goss:
Yeah. I think for me, the approach to this conversation, you do a workshop about getting team buy in. And part of what you talk about is getting people on board, especially the people who might be of a different opinion than you, and how to get those people on board. And so when i think about framing this conversation, and I think about this person, I'm aware of this because I feel like this is a challenge with this person. And at the same time, this person might be able to be my superpower for getting the team as a whole on board, and also for unlocking what other challenges might be present because maybe this person is trying to help, and that's their motivation. And so they're storming ahead without all the information.
And also, if I go into this conversation really open and open wide, and ask them to tell me about how you're running this. Where's your head at? How are you approaching it? I also could totally see a place where, as a manager, my thought is, “Well, are they asking their team at the front desk for backup? Are they fact-checking each other? Do we have places where communication is potentially breaking down?” It opens up the door to other potential areas of challenge in the protocol and process here. And so now I have the opportunity to take someone who I am concerned about because I feel like they're kind of just charging ahead and giving the clients information, and I know it's coming from a good place, but I also have the potential to rope them into being a helper for me in having the conversation with the front desk as a whole and getting the team's buy in on, “Hey, guys, let's talk about this from a liability perspective. Are there other things that we can do, easy things, that really are just a double check?”
Maybe it doesn't have to be I'm just going to take a message and pass it on to the technician. Maybe it is, can we say, “Is there somebody else at the front desk that you could fact check it against before you give the client … ” Can you put them on hold for two seconds, say, “This is the question. Am I missing anything?” To your counterpart sitting right next to you. Or maybe the front desk can work together as a team and come up with a flowchart for: How do we answer some of these common questions? There could be lots of opportunities, and by asking, trying to recruit this person, who you have a problem with, to that discussion, not from that punitive place of you're doing this thing wrong and this is why we're having the conversation, but from that place of, “Tell me how you feel like this is going for the front desk because I have some liability concerns and I would love to know your thoughts.”
You are recruiting them as an active, I want to know what you think, kind of person, and that elevates them internally a little bit. Now it's not I'm in trouble for this thing. But it's, oh, she's asking me for my help and she wants to know what I think. And that is one of the first keys that you teach about unlocking that buy in feeling with the team. Right? You're taking someone who could be a detractor and you're getting them on board. And you're getting them excited about solving this problem together.

Dr. Andy Roark:
Well, yeah. Thanks for saying that. But that is absolutely it. And the reason I shouted out the manager at the beginning of the podcast is because since nothing bad has happened, I think you can pull this off pretty well. You can even say, “Nothing's happened. We are all in the clear as far as I know. But I'm having this concern. I want to talk to you guys about it.” And that just further takes it away from you screwed up. No, nothing has happened. I'm going to be upfront about that. But this is the thing where I'm having these concerns. I've seen this things. And what do you guys think about it?
One of the other tools that I really like about this is when you're sitting there with your pen and piece of paper, and you're trying to say, “What are the guidelines? What are the policies?” Coming up with some examples, some cases, and saying to yourself, “Okay. If the squinting dog calls, what do we do with that? Where does that go?” If the Yorkshire Terrier who's been in again and again and again for diarrhea calls, is it okay for me just to tell them to use the FortiFlora that they have at home? Or do I need to tell them to come in? And I think coming up with some cases of these types of phone calls that you worry about, and maybe some of them that you don't worry about, and come up with a list of some cases and some examples. And that's going to help you figure out where those lines are because if you're like, “I'm fine with them answering these questions, but not those questions,” once you know that, then you can dig in and say, “Well, what is it about these questions that makes them okay, that makes these other questions not okay?”
And then the last thing is that when you have that conversation with the front desk, you can say, “I've got some examples and I want to kind of run them by you guys and see what you would do with them.” And then give them the examples. This person calls and this is what they say, and this is the information that they give to you. What are you guys feeling about this case? How do you think that something like this should be handled? And just do it, I would do it as a small group discussion and low stakes. And just say, “I just want to kind of hear where you guys are,” and let them talk. Don't say, “What do you guys think? I'll tell you what I think. I think this should get referred to the doctors.” No, see where their heads are.

Stephanie Goss:
[inaudible 00:49:10] on your hands.

Dr. Andy Roark:
If they say something you do not agree with, don't say, “I don't agree,” say, “Tell me more about that. Tell me why that's your decision. Tell me why you feel that way.”

Stephanie Goss:
Help me understand.

Dr. Andy Roark:
Because now what I'm looking for is: What is the thought process that they're using to make this decision? Because if I say to them, “This is the case,” and they say, “Well, I would answer it.” And I say, “No, that's wrong, you'd send it back.” Next question.

Stephanie Goss:
They're going to shut down.

Dr. Andy Roark:
Yeah. They don't understand why.

Stephanie Goss:
Yeah. No, I think that's great. And the other thing too I think is, especially if you are a manager who came from the patient care side of the hospital, there is a whole big tangly, messy world at the front desk. And if you haven't done that job, the best thing that you can do is recruit them to help you understand and have them … Because I promise you, your list will not be inclusive of all of the variables that clients throw at the front desk all day, every day. If you don't have that perspective, if you are a manager who came from the front desk, you might be able to come up with all the scenarios yourself and you're really going to have to force yourself to do what you said and kind of sit on your hands and bite your tongue, and let them talk. And that is a really hard place to be, but force yourself to do it because the benefits you get from letting it come from them far outweigh you getting to share your idea.
And if you're in the middle, I think it's hard because you understand it from both sides, and that was the hardest for me. I had to tell myself sometimes ahead of time. Okay, there's duct tape on your mouth. Do not try and solve the problem. Let them do it. But I do think that there's those variables and the insight. And it never ceases to amaze me how even when I sit down, even after all this time with all of my experience, when I sit down and try and come up with the variables, how often the team still throws something out there that I'm like, “I wouldn't have even thought about that. That's fantastic.”
And so I think that there is huge value in letting them be a part of figuring it all out, from the process to: Where are those boundaries, to where are the areas of concern? Where are things breaking down? Where are we having trouble? Because they may be the first ones to point out to you, well, there's never a technician available when we need to ask those questions because we only have one, and they're in surgery. And so we're not quite sure because what we're doing now isn't working. But interrupting them in surgery isn't working, and so we feel like we can't win. You get those kind of details when you ask them, “Tell me more.”

Dr. Andy Roark:
Yeah. I really like that a lot. I think you go into this meeting. You do everything that we just sort of talked about. You take notes. You seek to understand. And then you say, “Thanks, guys. I'm going to go think about this. I think we've got really good ideas. I think I understand where you guys are coming from. I'm going to look at this a little bit and try to come up with some guidelines and a policy. And I'll be back and we'll go over them together.” And then step away and come up with your policy. What is your policy for front desk handling incoming phone calls? And try to give them some concrete guidelines. They don't have to be perfect, otherwise, you're going to have a telephone book of rules, if this, then that. And if this, that flowchart. No, just try to give them some basic guidelines.
And then bring it back to them and say, “Hey, guys. These are sort of the guidelines I came up with. What do you think about them? Do they make sense?” And then talk it through. And then the biggest thing is, I would set the expectation that this is, we're going to try this. And if it turns out that this is way too conservative and guys are not being able to answer basic questions, and things are getting to the techs that they don't need to be handling, we'll make some adjustments. And if you guys feel like, hey, I'm getting put in these positions, and by the guidelines, I should be handling this myself, but I'm not comfortable doing that, we'll make those adjustments. But we're going to start with this. These are our guidelines to get started, so let's commit to doing them and see how it goes. And we're going to start these at the end of this week. And give it to them.
And then just start to enforce the policies and enforce them gently, but clearly, and just sort of say, “Hey, this is what we're looking for. Hey, that's not the policy that we set. Come on, help me out.” And I would not set the policy and then start enforcing it with lead pipe cruelty. But I would enforce it. You can be gentle and consistent. And if someone continues to not follow the policies, now we're starting to have not a problem about what you're saying to the clients, but about the fact that we made this policy, we made it together, and you're not supporting the policy. You're not following the policy. And we're having this problem about a willingness to follow our practice, policies, and protocols. And then we would have that conversation, and that's a bit of a different conversation than you're not qualified to make this decisions. And so I think it's an easier conversation.

Stephanie Goss:
And I think in that ground that exists between figuring it out as a team and setting up this is where we're going to start and this is how we're going to approach it, I love how you laid that out. And looking at: How do you guys do your job really well and provide value? I think that often, that is where the F in the SAFE conversation becomes really clear for you as a manager because this is your opportunity to help them sink or swim. And a lot of times, we struggle with the training, and the true training, and the true strengthening of those protocols, and supporting. And a lot of times, there's a challenge like this, we'll talk about it as a team. And then because the craziness that happens day to day, and there's no bad intention here, but things fall through the cracks. Then we're like, “We did some training. We talked about it. We even did maybe some role playing on how we would answer these questions when they come in, but it was a one and done.” And then we don't have consistency in the follow through.
And to be able to expect, particularly new team members to actually learn from one and done is really a failure on our part. It's a place where I've failed as a manager repeatedly and that's honestly kind of why I'm bringing it up. But I think it's really important place for us to look at. What are we doing to set them up for success? Because if we don't look at it from that perspective and have a plan that goes beyond this one conversation or this one set of conversations, if we don't have a plan that includes training and consistency, then we are setting them up to fail.

Dr. Andy Roark:
I agree. Well, cool. I think that's all I got. You got anything else?

Stephanie Goss:
No, I think this is a fun place to end.

Dr. Andy Roark:
Yeah, cool. Well, thanks, guys. Thanks for tuning in. I hope that was helpful.

Stephanie Goss:
Take care, everybody.

Dr. Andy Roark:
See you, guys.

Stephanie Goss:
And that's a wrap on another episode of the podcast. As always, thank you for spending some time out of your week with us. We really enjoy spending our time with you. And before we go, I just want to say a very big bottom of the heart thank you to some of our industry partners who help make our Uncharted events possible. In specific, we are heading into our April Uncharted conference. Can't wait to be together in Greenville. And we have some very special anchor club sponsors that I want to take a quick second to say thank you to. To our friends at Nutramax, Nationwide, CareCredit, Chewy Health, and Hills Pet Nutrition, thank you so much for being anchor club sponsors in 2023 and help making our April conference one of the best. Can't wait to see everybody in Greenville. Take care, everybody. See you next week.

Written by Dustin Bays · Categorized: Blog, Podcast · Tagged: CSR, Information

Apr 05 2023

When You Hire Within, They Can’t ALL Get the Job

This week on the podcast…

This week on the Uncharted Podcast, Dr. Andy Roark and practice manager Stephanie Goss are in the mailbag to tackle a question about what to do when you are hiring from within the team for a promotion. You might be thinking “this doesn't sound like a problem!?!?” Well, the challenge for this practice lies in the details. They had multiple team members who threw their name in to the ring for the job and they have chosen the one who they feel is the best fit. Which means it is time to let the one who was chosen know AND let the ones who were not chosen know what that means for them. This is a fantastic letter with great questions that we had a lot of fun discussing. Let's get into this…

Uncharted Veterinary Podcast · UVP – 224 – When You Hire Within, They Can't ALL Get The Job

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


Do you have something that you would love Andy and Stephanie to role-play on the podcast – a situation where you would love some examples of what someone else would say and how they would say it? If so, send us a message through the mailbag!

We want to hear about your challenges and would love to feature your scenario on the podcast.

Submit it here: unchartedvet.com/mailbag


Upcoming Events

April 8: Neurodiversity – Tapping Into Superpowers with Ron Sosa

May 24: Trending Technology in the Veterinary Space with Jen Quammen

All Upcoming Events


Episode Transcript

Stephanie:
Hey everybody, I am Stephanie Goss, and this is another episode of the Uncharted Podcast.
This week on the podcast, Andy and I are headed back to the mail bag. We got a great question this week from a hospital who is getting ready to promote a lead CSR from within their team. You might be thinking, Stephanie, this doesn't sound like a problem, this sounds like a great solution. In fact, it is. It also creates some problems because this practice had multiple team members who are interested in the position, had some qualifications and stepped forward to say, I would like to throw my name into the ring. So this practice looked at everybody, they did their interview process, and now they have chosen their candidate who they think would be the best fit for the job, and they are wondering how do we go about setting this person up for success, and how do we go about telling the people who don't get the job that they're not getting it and keep the peace? Great set of questions. Super excited to dive into this one. Let's get into it, shall we?

Speaker 2:
And now the Uncharted podcast.

Andy:
And we are back. It's me, Dr. Andy Roark and Stephanie, you're the one that I want, ooh, ooh, ooh. Goss.

Stephanie:
Oh.

Andy:
I think I nailed that. I think I nailed that one.

Stephanie:
You did nail that. That was great. I'm still irritated with you, but that was great.

Andy:
That was so funny. I did The old, we're not…

Stephanie:
Are you ready? Yes, I'm ready.

Andy:
Are we ready?

Stephanie:
No, I'm not actually ready.

Andy:
Let's go. It was a hundred percent that. Yeah.

Stephanie:
Oh, you're killing me. How's it going?

Andy:
Oh man, it's good. It is really good. It's really, really, really good. Guess what?

Stephanie:
Are you trying to convince yourself that it's really good, because that's what that sounds like?

Andy:
No. Something wonderful is settling in my brain. I was looking at our podcast numbers.

Stephanie:
Oh yeah?

Andy:
Just a moment ago. And we have a million plays on the Cone of Shame Podcast.

Stephanie:
Stop it.

Andy:
We hit a million plays. A million people have downloaded the other podcast onto their phones, and we have about 950,000 Uncharted plays.

Stephanie:
That is amazing.

Andy:
That means we are about to hit 2 million plays between the two podcasts that Uncharted runs.

Stephanie:
All right people, listen up. Here's your job. We need 50,000 downloads. Tell your friends.

Andy:
Start sending episodes to your friends.

Stephanie:
Oh my gosh, that's amazing.

Andy:
Honestly, if you stop and think about a million people listen to that podcast, and a million people, almost, have listened to this podcast, that's incredible. I don't look at the numbers a whole lot because, I don't know, at some point you do a good job and you do what you enjoy doing and you should check the numbers enough to make sure that you're on course. But living in there and looking at numbers all the time and wondering why people listen to one thing and not other things, that's not healthy. It's like posting things on Instagram and watching the likes come in. You go, this is no way to live.

Stephanie:
Well, it's still surreal to me, A, that people listen to you and I have conversations every week.

Andy:
I know.

Stephanie:
I mean, when I think about getting to a million plays with Uncharted, they're in the back of my head. I'm like, is this just Patty listening to us and downloading every episode like a hundred times? For those of you who are new, Patty's my mom, and she was our first loyal listener.

Andy:
She was the first subscriber that we had. The first dozen plays. It all came from Patty.

Stephanie:
But seriously, there is a part of me, and it's funny, I don't think it will ever go away from me. I think it's a little… like imposter syndrome is a real thing, but every time you and I go somewhere and people are like, “Oh my gosh, I listened to the podcast”, it is a very amazing and humbling experience for me every time. But also I appreciate that because it's still… I mean, I love what we do and it really just feels like you and I having a conversation in your basement, just not, it doesn't feel like work.

Andy:
We're in your closet. Yeah.

Stephanie:
Sitting in my closet having a conversation.

Andy:
It's like you and me cuddle together in your closet, is how it feels.

Stephanie:
Oh man. Okay. I am excited about this week's episode because we have a mailbag conversation. Speaking of people giving us nice compliments, we have a mailbag conversation this week and it started off with them saying, thank you so much for what you do on the podcast.

Andy:
Which is a pro-tip. If you want to get on the podcast, if you write us and tell us that we're great at the beginning, that's probably going to get on.

Stephanie:
Shut up. No, but it's funny because I get this more than any other feedback. I get this from people and I'm always amazed at the timing. The episodes just always seem to coincide with conversations. And I've had people tell me, “You know how you always say, I'm going to wonder, are they talking about my practice”? And I say that because it's a real thing.
And I also tell people, it's funny to me how many times you and I have something that is planned because of a mailbag conversation, and when we get to recording that episode, I can see parallels in our own business, about Uncharted, or I can see parallels in our community or in my personal life. And it's amazing to me how many times we talk about something and I'm like, “Oh, I really needed to actually hear that”, as we were talking about it. And so they gave us that feedback, and so thank you for saying that. And I recognize that because it happens to us too.
But this was a mailbag conversation about a situation that is occurring in a clinic where they have an opening for a floor lead position in their practice. And so they have multiple people on the team who have expressed interest in stepping up into a larger role, into a leadership role. And they have been working on developing multiple people and mentoring multiple people within the practice to try and grow them into leadership. And so up until this point, there was no clear front-runner. They all were doing a good job and they were trying to figure out who might be the best fit for this. And so they're at the point where they have to make a decision and one person has started to stand out as, I think this would be the best fit and the person that we could coach the best to be in this role.
And they are like, okay, now that we've identified who that person is, I don't want to upset or hurt the other people who have expressed interest because they're all a part of the team. And so their ask was, how do I approach this diplomatically, both in terms of telling the person who we're going to offer the position to, but also telling the others that they are not getting the position, because it feels very different than when you hire from the outside. You can just tell anybody like, “Hey, we went with another candidate and here's why”. And they were like, it feels different when it's internal, and so how do we manage this?

Andy:
It is different when it's internal. It's very, very different.

Stephanie:
It is.

Andy:
This is really hard. And I always try to take mailbag questions where they are and go from there and not be like, if we could go back in time, how would it? I'm just going to say here, if you're thinking about something like this and you're considering having multiple people inside go towards a role, you should be really intentional, really intentional about how you communicate and what you communicate. Because it can be very, very challenging to get multiple people inside your clinic excited about a role and then give it to one of them and not the others, and have those people who didn't get it continue to feel appreciated and engaged. There's a high risk that those people are going to be angry or be embarrassed because they feel like they competed and were less than.
And again, we don't want those emotions, but I think we can all imagine how we might feel those emotions. You know what I mean? It's not hard to empathize. And so whenever we start this process, the best thing is to have a lot of thoughts about what are we going to say and how are we going to say it and how we set clear expectations before we get started. Because once you're in it can be really hard to get out.

Stephanie:
That's so funny because that was at the very top of my action item list was, if you could go back in time and do this over, here's some things to think about, just in case maybe they already thought about them and maybe they don't apply in this situation. But definitely, I have something like that at the top of my list. And also I was thinking about headspace and how do we get into headspace about this? And you just said the three things that I thought of which are like, I think it would be impossible to look at this situation and not expect that there would be emotions, because it is personal. It is personal and professional development for each person, and so there will be some sort of emotion from each person.
And the reality is that there could be hurt emotions that come up because of disappointment, anger, frustration, or just feeling unappreciated, the things that you were talking about. And so recognizing the fact that there will probably be emotions. And so from a leader perspective, I think is really important to get into the headspace of… and you said empathy is critical here, and it's important to approach the conversations when you have them with empathy because the reality is we're all human and it sucks to hear that you… I hate to use the word win, but you didn't get the thing that you wanted and that sucks. And everybody's going to process that differently.

Andy:
Well, at some point it really does feel like you wanted a thing and you went for it and someone else got it. And so it shouldn't feel like they won and you lost. But it's really hard not to feel that way.

Stephanie:
Yeah.

Andy:
So headspace, I'm with you. This is a delicate situation. I think why people take it so hard is really important to think about because that is the path to trying to manage this.

Stephanie:
Yes.

Andy:
And so the reasons that people really take it hard, I think, is they get their self-worth tied up in this idea of my value is not as high as this other person's value and that's why I did not get picked for this thing. And their self-identity, they see themselves as either the person who didn't win or they believe that they are a leader and they don't have a leadership role and that bothers them, or they see themselves as being the boss and that's now not true. And there's incongruence there between how they see themselves or how they've come to see themselves or the ideal version of themselves and what's true. So that self-identity is a problem.
There's a thing about titles, and this definitely ties into self-worth, where some people take titles really seriously. And Stephanie's laughing really hard because I rant about this a lot.

Stephanie:
That sounds familiar.

Andy:
Sounds familiar. So here's my thing, I don't care about titles. I don't. I care about the work that people do and how they treat other people. That said, I have come to understand very clearly…

Stephanie:
Painfully.

Andy:
Other people do care about titles, and it means a lot to them. So again, I think that titles, I think they interface with people's self-confidence in a big way where people are like, if I had this title, I would be confident. I think they interface with self-worth of like, I've risen to this place or I have performed at this level, or I have this internal value. But titles really matter to people and people can get tied up in them.
And the last thing is a piece of advice that my old mentor used to give me. He would always say to me, Andy, don't fall in love with the idea. And that was a bad habit that I have. I've gotten a lot better. I've gotten a lot, lot better. This is an area I think I've really grown. But I used to get an idea and just fall passionately in love with the idea. The idea that I'm going to get this job or I'm going to do this thing or I'm going to go and work at this place. And I would love that idea. And then as more facts about the opportunity came to light, I was unable to see them clearly because I had romanticized this and decided this is what I must do. And if I had not done that, I could have looked more clear-eyed and said, “Wait a second, this deal's getting worse by the minute”. You know what I mean? And I'm going to play.
And I would say I got a lot better at it. I'd like to think I got a lot better at it because I got wiser. The truth is I got beaten up a lot, I've had a lot of scars and bruises from falling in love with an idea and taking a beating that I could have avoided had I been less emotionally attached and more clear-eyed about what I was walking into. And that's just a life lesson. But I do think a lot of times when you have things like this, people can fall in love with the idea.
It's funny, you can take people who didn't give a crap about being the team lead and talk to them about their potential and the opportunity that's there and you can get them to fall in love with it and be devastated about a thing that they never thought about before and didn't even really want when you first told them about it.

Stephanie:
Yes, yes.

Andy:
But people can come to love this, and then it really is this sort of emotional letdown, breakup sort of thing. So those are all the big things for me when we talk about this really is delicate. We need to empathize.
The second part of headspace for me that I really want to get into, is this idea that I just want to call out. I don't know if this is true here, but a lot of us crystallize roles and jobs in our mind, which means we had a head front desk person, her name was Stephanie, and she was amazing and these were all the things that she did. And now Stephanie has left, she's gone onto other places, she took a job with the CIA, she's undercover in Russia. She's doing things that I'm not allowed to talk about anymore. But just trust me when I say, wow, okay.
So Stephanie has gone on, she's no longer the lead of the front desk, she's doing these other things. Well, there is this innate bias, it's just this bias that we have that I need to find a replacement for Stephanie. That's what I need, is a replacement for Stephanie.

Stephanie:
Yes, yes.

Andy:
And it comes from this desire that we have to keep control and to keep consistency. And so we're like, “I need a clone of Stephanie to step into Stephanie's role”. And I see so many practices do that. They're like, “This is the role, we made it for this person, that person is no longer here. And so we're going to take someone who's not that person and we're going to shoehorn them into the role that we created for someone else”. And we're going to wonder why they're never as good as Stephanie was. And I just want to call that out up front and say, just because you have had one team lead in the past, or just because this was the job description of the team lead in the past, that does not necessarily mean that you need to have one team lead or that the team lead job description that you had for the last person needs to be what you applied to the new person.
It is a hundred percent, in bounds, legal and possible for you to look at the people that you were grooming and think about what a new system might look like that leverages the talent that you have. Because I guarantee you the three people you're looking at, they're not all the same. They have different strengths and they probably have different interests, and it may be possible to put all of them into positions to really shine. And this is just something that I have done again and again and again in my career. And you can see how this links up with my not caring that much about titles. Because I don't really care about titles. I really care about people kicking butt and taking names.
And so I'm much more open to say, you know what? We don't have a team lead in this case, we have co-leads and they have different responsibilities based on their strengths and interests, and this is how our co-leads function. And it's not as clean as saying this is the job description and a job description is always going to be, however, if you are able to manage it and willing to manage it, I do think this is a path to really grow people. And it's also going to let people really shine with their own strengths.
The downside is it means that your team is going to change because the team lead doesn't mean what it meant a year ago, it's a different position now and you're going to have to get people along and on board. So it takes more finesse and team leadership to have this. But the upsides to it is you can really engage more people and you can engage people specifically in the ways that they shine. And if you set people up so they're doing things that they like to do and that they do well at, they tend to stick around and they tend to continue to grow.
So anyway, I'm not saying that's what should happen, but I'm saying don't get caught in the crystallized idea that there's a glass slipper that the last person wore and I need someone else who can fit this exact glass slipper.

Stephanie:
I agree with you. And my thoughts on that piece have to do with the action plan, for sure.

Andy:
Okay. And the last thing I'm just going to say is, if you can, as much as you can, and this is hard, but as much as you can, start with the end in mind. What does this successful job applicant look like? What do they look like when they are installed into the role and they are comfortable and onboarded and when they are thriving in the role, what does that look like?

Stephanie:
Yes.

Andy:
Because if you know what that looks like, one, it will help you making your selection of candidates. But two… so it'll help you making your selection candidates, it will help you with your interview process because you know a lot more clearly what you're looking for and what's going to be important.
And then the last part is it's going to help you with your onboarding and training because you're going to say, I see who this person is and I also see the idealized version of the role. And now I can take the delta between those two things, break it up into steps and make a training program that makes sense, where I can intentionally get this person from where he is to where I want him to be. And I can put it on the calendar so I don't feel overwhelmed, but I can march this person from point A to point B, which is up and fully functioning, I can do that in a very intentional way. But in order to do that, you have to know what done looks like, what the outcome you want looks like. And I'll be honest and say, it's often really hard to do that. Do your best.

Stephanie:
How about we take a break because you're speaking my nerd language here and I want to talk about if we could rewind history, where do we start? Because what you were just talking about ties to my first action step thought, which has to do with job descriptions. Do you want to take a quick break and then come back and talk about action steps?

Andy:
Yeah, yeah. Let's take a break and then we'll do action steps. We'll do action steps, if we could go back in time, we'll do action steps for…

Stephanie:
How do we actually do the thing, how do we have the conversation?

Andy:
How do we do the thing, and then what I'd like, I got a little bit on how do we take the person who we chose and get them plugged in the best way possible as well. So we got three different sort of clumps of action steps. So let's take a break and let's get back and get into it.

Stephanie:
Sounds good.
Hey friends, when's the last time you headed over to unchartedvet.com/events to see what we've got coming? If it's been a hot minute, you might want to head over there because there is a lot happening. We've got a great workshop coming up in April, April 8th to be precise, from my friend and colleague, Ron Sosa, CVPM. Ron is a certified veterinary practice manager, he's also a former practice owner. He is a neurodivergent and he is bringing his story to the stage to talk about neurodiversity in our teams and how do we tap into those superpowers.
That is happening. We also are just a few short weeks away from our April live event conference in Greenville, South Carolina. If you have been thinking about coming to join us for an event, this one would be the one to come and join us for. I am super, super excited to see everybody. It is happening April 20th through the 22nd in Greenville, and there's still time for you to sign up. Plus more. We've got tons of workshops coming this spring and you can find all of it at unchartedvet.com/events. And now, back to the podcast.
So I'm biting my tongue, sitting on my hands to not jump into the action steps the last 10 minutes because I was like, there's not a lot of head space here for me beyond the emotions. So if we could rewind and go back in time and say, this is our imaginary practice, how do we set ourselves up for success, action stepwise?
The first thing for me has to do with some of you were just talking about, about the clarity. And for me it is about the end in mind. What is the actual job description? And sometimes, like you were talking about in the earlier part of the episode, when you have a shift, when you have a change and Stephanie, the lead CSR, goes to work for the CIA and is now doing top secret things in Russia, when that happens, what is the role? What is the job? Is the job Stephanie was doing, the job that Stephanie was doing because it played to her strengths, or is it the job that we actually needed being done?
And so for me, the first step is what is the actual job description? What do we need to have happen? And this can be an opportunity to redefine and shake things up. And we experienced that as a team where we had someone who was doing a job and they did their job really, really well. And when they left the team, it gave us a good opportunity to say, do we need to keep doing the job the excellent way that this person was doing their job, or do we have a growth opportunity here and are there things that we also need done that would be better suited to a different candidate? And let's look at the candidates and evaluate the job that we think that we need now compared to the candidates, versus trying to find someone to fill that person's shoes.

Andy:
Thank you for saying that, because I think that's exactly true. That hire was really, really hard. And it was really, really hard, and it was because… and this steps back to before the break when I was talking about trying to see the end in mind. I really, really tried hard to see the end in mind, and so what I really looked at then is we had this really high-performing awesome rockstar who had another opportunity and they needed to take it, and they did need to take it. And so they went on, and so we had this hole, and I will tell you my immediate knee-jerk reaction was, we need to fill that hole.
But as I sat with it, I really pushed myself and said, okay, stop. Let's look at what all this person was doing and then let's look at what else we want to do as a company and other opportunities that we have and let's lay them all on the table. And so I would say, before you make the job description, you should come up with all the things you want to accomplish. And then those things are what make up the job description. Because I think if you just say, we're starting with a job description of what the last person had, you've already boxed yourself into the past in some way. And it may be a hundred percent that you say, nope, we don't have anything else that we want to do and this is what we need to do and this is just the job. But you should at least have that check.
So for us, we were growing rapidly and it became apparent that I could either try to find someone who had the same skillsets as this other person, who honestly was a unicorn. It was a unicorn to find another person who had this exact skillsets. Or I could say, let's step back and look at what we're trying to accomplish and how our company is growing. And it might be that we're going to add these new things into the mix and shift them around and we're going to have two new jobs.

Stephanie:
Right.

Andy:
You know what I mean? And they're each going to be part of what the other person did plus new things. And that's ultimately what we end up doing, and it really opened up our ability to hire other people, to bring people in, stuff like that. But that was very challenging to try to get my head around and lay out. But ultimately, it was so worth the effort of getting out of my head about what it meant to have that job and say, let's stop about what the job is, let's talk about what we need and then figure out how to take those needs and turn them into jobs. And we ended up making two jobs, but it worked really, really well. And I have been so happy with the people that we brought on and they have really flourished, and I feel like we got people into places where their strengths are really on display. But yeah, I completely agree with you going back in time and laying these things out.

Stephanie:
And I think in our experience as a company, the person who was on our team, they had strengths in editing and journalism, and at the time that they joined the team, that was the strength and the skillset that we needed. And then they grew and took on other stretch roles and started doing other things because they could do it and because we needed those holes filled, that doesn't mean that that was what the job meant to be. And so in that process of evaluating it, we also had the opportunity to look at their feedback of, hey, these are the things that are problematic and that maybe we could, when we look at it in depth, say, oh, hey, we want to go in this place, in this direction as a company, and here's an opportunity to use this feedback and say, “Oh, well, we were filling this role in this way because this person had a skillset”.

Andy:
Sure.

Stephanie:
But we could open our minds, and to your point, maybe we have two jobs. Maybe we still need somebody who has editorial talent, maybe we also need somebody who can do business pieces, because that was part of the stretch role. They went together because somebody stepped up and said, “I'll do the thing”. I've been in that role and I'll talk about myself as head CSR, Stephanie. I love teaching. It was a huge passion for me. And so when I was at the front desk, I did a lot of educational stuff for our clients, and I was in charge of, not really the marketing piece, but I created our bulletin board displays in the lobby for all of our marketing months and wrote client education pieces for our newsletter. Does my lead CSR need to do all of that? No.
We made that a portion of my job because I loved it and I was passionate about it, but at the end of the day, do I need the person in that specific role to fill that hole? I don't. Somebody else from the team might step up, or maybe we decide that we don't need to keep doing it because it's not as important of a part of our business as it once was. But it is an opportunity to look at all of those things through a clear lens, versus through the lens in the moment of this is the path, these are the decisions we made and why we made them, and look at it from a fresh perspective.
And so I think if I could have a magic wand and rewind time for this clinic, I would say, what is it that you actually need? What is the job? And the reason that I start with the job description, what is it that this role is actually going to be, has to do with all of the things we just talked about. But it also, for me, has to do with helping make the decision because the details of what we're looking for and why we're looking for it really matter.

Andy:
Yes.

Stephanie:
And that can help you with avoiding discrimination and biases in the selection process. And so if you don't already have a job description, if you're just like, well, we know we need somebody to lead, but you don't have a clear idea of what that actually means and the job that they're going to be asked to do, you have to start there.

Andy:
Yeah, I do agree with that. I think that that's really important as far as giving people opportunities and getting candidates that aren't the candidates you immediately think of a chance to shine. I think that's really important. We definitely have to get there.
I think you kind of reminded me of it. Think about all the jobs that you've had that started out as a clear job, and then they just metastasized as people were like, “Hey, we need somebody to run the snack room”, and “Hey, does anybody know how to do this thing with the graphic design software”? And you're like, “I mean, I can do it”. And so now you've got this strange accounting/HR/public relations job. Let's be honest about how people's jobs happen.

Stephanie:
Yes.

Andy:
It wasn't that strategic when you built it.

Stephanie:
No.

Andy:
And to now act like, this is what it has to be. I'm like, you have the weirdest hodgepodge of jobs stuffed together. And it's because that's what Stephanie who went to Russia could do. Those were her skills. And so again, chop that stuff up and reorganize it, but then to your point, it needs to go into a clear job description. I completely agree with that, and I hope it was clear when I was saying first start with what do we need to happen? And then take that into that description. But you're right, you need to get in that job description. Yes.

Stephanie:
Okay. Is there anything else, if we could rewind time, the job description piece of it was the big piece of it for me. There's one other piece. I think the other piece besides the job… if I could rewind time and maybe this clinic already did this, but when you're going to do an internal, I have made this mistake very painfully, which is why I'm going to talk about it. When you're going to do an internal promote potential situation, it is very important to have a process and guidelines for what you're going to do and how you're going to do it, and make that known to everyone involved. The candidates should have expectations for what the process is, how are they going to be evaluated, how are they going to be measured, what you're looking for. And that's why that job description is so important.
But I have made that mistake very painfully and emotionally of we know we need somebody to step into this leadership role, but we're not really clear what we're looking for. We know we want them to be able to have this skillset and this skillset, but beyond that, it could be really flexible. Going in the direction of creating the role for the person versus what is the actual role that we want, creates challenges in particular when you're internally promoting.
And so I think if I could rewind time, I would say make sure that you have a plan and that you're communicating that plan to the candidate so that they know we're going to have initial interviews and this is what we're going to talk about and this is what we're going to look at. And then we're going to do whatever comes next. Are they going to shadow you for a day because they're looking at management versus not having… whatever that looks like. What is your process, so that they know. And then what is the expectation about how you're going to make your decisions and what they can expect in terms of a timeline and a process and all of those things.

Andy:
Yeah, I have that in my, where do we go from here steps. But your point about laying those expectations down before you get started, I think you're absolutely right. I think you're absolutely right. And so when we shift into, where do we go from here, I'm going to go back across that area in a very similar way, but it all works much better if you set the expectations up front. I really like that.

Stephanie:
Anything else for you, if you could rewind time?

Andy:
No, I mean, if I could turn back time… I'm a Cher fan, as Stephanie Goss knows. I may not be as big a Cher fan as Stephanie Goss likes to believe that I am. Or I might be a bigger one.

Stephanie:
Or you might be a bigger one. I might get videos of Andy dancing to Cher in the supermarket.

Andy:
Oh, they play…

Stephanie:
He's got some hype music happening and there are videos that happen.

Andy:
I think of you, when I'm at the grocery store and I'm in Publix and Cher is on, first of all, the music of Publix is banging. I could go just drive around the Publix shopping center and listen to their soundtrack all day. But If I Could Turn Back Time was on the radio, and sent Stephanie a little video of me singing and then using a sausage as a microphone, and I sent it to her. Anyway. All right.

Stephanie:
Straight track.

Andy:
Okay. If I could turn back time, I would… I think I'd be good. I think we got it. All right. Cool. So let's talk about where we go from here. So we've got this thing, and now we come to the actual question that we were asked.

Stephanie:
We've just talked for a half hour about…

Andy:
At the 30-minute mark, we're in this, and now we come to the question, which is, what do we do here? The big thing is clear is kind. Clear is kind. Say it, be empathetic, be kind. Yes. Be empathetic, be kind, be supportive, go slow. But most of all, be clear and honest and just let them know what is happening. And let them know why it's happening. But the first thing you need to say is when the decision is made, you need to talk to the other candidates first because you don't want them to find it out from somewhere else.

Stephanie:
Thank you. Yes.

Andy:
You need to bring them in and you need to tell them this is the decision that has been made, and start with that.

Stephanie:
Yep, I agree. So step one for me was make a plan, because everybody has to hear about it at the same time, or you're going to open yourself up for gossip and drama in your practice. So you can't tell the person who is getting the job and then wait a week to talk to the other people. That kind of gap creates drama that you want to avoid at all costs. So there has to be a plan and everybody has to hear it, to your point, clear is kind. But hear it in the same timing.

Andy:
Yep. I would say…

Stephanie:
Oh, go ahead.

Andy:
No, I was going to say, so in that conversation, clear is kind. You always say give people space to be human, and I always like that phrase a lot. There's probably going to be tears and there's probably going to be people who are very upset, and I want to be supported. Of course there is, because it's funny, even people who didn't really want it that much when they hear that they didn't get it hits like a hammer.

Stephanie:
Yes.

Andy:
It hits you in the chest and it's hard. It's really hard. And so just recognize and expect that that's probably what's going to happen. I would not expect to have a huge conversation with people because if they just got bad news, they probably don't want to sit and talk to you a whole lot. So give them space to be human. Let them know, tell them what was great that they did and what they do. Tell them that you want to keep them at the practice and you think there's going to be other opportunities for them, and only say it if it's true. But there's other opportunities and there's ways that we want to continue to work and grow with you. And tell them that if and when they're ready, if they would like to review the application and talk about what they did well and where they could grow for a leadership role, that you are open to doing that.
And I would not try to have that feedback conversation at the same time I broke the news to them. I would be ready to have it, but I would try not to have it. I would try to tell them that… clear is kind, tell them what happened, give them some time to process it. Tell them that they had plenty of strengths. Let them know that you want them to continue to stay and that you think that they can continue to develop in your practice and you want to try to make that happen. And then tell them that when they're ready, you can go through the evaluation of the interview process and you'd be happy to give them feedback on their interview. And then I would be done.

Stephanie:
Okay. I agree with that. It's funny, it's like you and I have worked together for six years at this point, because my next step was, do it face-to-face and let them be human. Because here's the thing, you're not wrong, there are going to be emotions. And there have been times where, to your point, I fell in love with an idea, and when I stepped back, I wasn't actually in love with the idea. But I still was massively disappointed when the thing didn't come to fruition. And with hindsight, was able to see, oh, okay, I didn't actually want this anyways, I just fell in love with the idea. But in the moment, there was frustration and tears and disappointment, and give them the space to be human.
And I think as a manager, the other piece that I will tack onto that is, when people are being human, you need to be able to control your emotions because it is very easy in this conversation as a leader, to over empathize. And I am one of those people where I am a reactionary puker, but I'm also a reactionary crier. And so if someone starts crying, I have to actively work to not… it is a physical response, and I have to actively work to overcome that. And so if you are someone who tends to get sucked into emotions, and/or, if you are a leader and you're in the position of telling somebody that you have a friendship with or a closer relationship with that they didn't get the job, you were going to have to work extra hard to be human, but not too human. Because it can be really easy to fall into the commiseration trap and over empathize and say things or do things that you might not want to say.

Andy:
Sure. Yeah. And I think related that too, I think you should be upfront about the decision. There's the people who try to soften the blow, and so they dance all around. It's like, no, just…

Stephanie:
Nope, just say it. Rip the bandaid.

Andy:
Just tell them. Yeah, just rip the bandaid off and just kindly tell them.

Stephanie:
Kindly, and clear is kind.

Andy:
Oh, yeah. Absolutely. Empathetic and kindly too. I mean, you can do both of those things. You can be upfront and clear and kind about what the decision was.

Stephanie:
Yeah.

Andy:
No, I think that's true. It is funny, to your point, I have literally told people, “You did not want this job. This was not… I know you applied for this, you would not have…”

Stephanie:
I believe you've actually told me that.

Andy:
Yeah. I think I've told you. I've done it more than once. And again, you have to be careful with that too, because I'm not trying to be condescending and say, I know better than you. But in another way, sometimes there are people and you say, “You are a beautiful dolphin. You don't want this job that involves climbing trees. You don't want it. You're not going to like it. You're not going to be good at it. But you have such a beautiful, wonderful set of skills”. It's not a personal thing. It's not a self-worth thing. It's a, this is not a good fit for you, I don't think.

Stephanie:
So I love your point about keeping it short. There are some people who are self-aware and could have the step two of that conversation in the context of the same conversation. There are some people who would be like, “Okay, I'm bummed”, but you might have somebody on your team who then would say, “Can you tell me what I could have done differently”? Or ask for the feedback. There are people who are self-aware. So being prepared to have that conversation is really important. And I would prep for that ahead of the conversation so that if it does go there, great. But also recognizing people need to be human, and sometimes people need to process.
And so for me, I love this piece of it, and I think it's so important because developmentally we want to talk to them about why we considered them in the first place. And that's your point about the dolphin. What are those things that made them stand out? Why did you consider them? What is the positive? What are the things that they're great at? What are their skillsets? And then what are the areas of opportunity for them for growth? It has nothing to do with you're not doing this well or you're not doing it right. Sometimes it's, you haven't had any experience with supervisory positions before, and one of the other candidates on the team did, and so we need somebody who has some supervisory capacity. And so while I think you could do great in this role, right now, that was the edge. And so then it becomes a developmental conversation about here's a piece that was needed, here are things you could do to gain experience in that area without stepping into this role. And then it becomes about what they can do to grow and develop themselves.
And I think your part about asking a dolphin to… They didn't really want a job that involved climbing trees because don't ask a dolphin to climb a tree. I want to ask them what they want and why they wanted it. Tell me why you thought you wanted that job. Because ultimately, they may not be disappointed. The reason for their disappointment or sadness or frustration or anger at not getting the job might have nothing to do with the job itself. It may be they wanted the job because it came with a pay increase and that they're in a situation where they need to increase their pay or they might have to leave the practice.
That's a completely different conversation, developmentally, than you didn't get this job. If I know that as a manager, I might still be able to help in that situation. And so part two for me is, what do they want and why did they want it? Because the developmental plan is going to be most successful when it's coming from them. And so if they tell me they want to be a leader, or they tell me they want to be in a position that has different hours because their current schedule is a big conflict for picking their kid up at daycare. That's a completely different conversation than the conversation about they're disappointed because they desperately wanted this specific job for these specific reasons.
And I think being prepared to have that conversation and evolve it into who are they as a person, what do they do really well, where are the opportunities for them to continue to grow, and what does a plan for them to move forward look like for you. And I love that you said, let them know what the future potential is. You want to make sure you're not setting a developmental plan that has false hope or false promises. So it's like, hey, look, there are opportunities for you and let's work on these things. But be very careful to… I've watched managers make this mistake where it's, “Oh, the next time we have a promotion, you're next in line”. Don't say that.

Andy:
Yeah, don't say that. Yeah.

Stephanie:
Because things could change. And so finding out what they want and why they want it.

Andy:
Well, I know why people say that, right? They're trying to cushion the blow.

Stephanie:
Yes.

Andy:
And they're like, “Oh, but you're next”.

Stephanie:
Absolutely.

Andy:
And then the world changes, and then you are going to regret having said that, so yeah, that's exactly the stuff that I have learned. The other reason I think that these conversations can be so hard, and this is kind of a little bit of a paradigm shift, but I think a lot of people really want these jobs, even though when you actually get into what is the job, they're like, “I don't want to do any of that”.
But it's because there's such limited upward mobility in so many parts of the practice where there's a lot of people who believe. And in a lot of practices, it's true that the only step upward, as far as development, responsibility, compensation for the CSR is the lead CSR job. And you say, “But you would hate it”. And they would say, “But it's the only developmental opportunity, pay bump, chance to do something different that I am going to have here. And if I don't get it and someone else gets it, then the clock on me being able to do something different to make any sort of an upward move just resets”.
And I think that that's really sad, it goes all the way back around to my beginning statement when I just said, just because this is the way we've always done it in the past, doesn't mean it's the way we have to do it now. I really am a big fan of trying to figure out lots of different developmental opportunities. Maybe they're smaller, but they're more spread out so more people can get them. I think as a profession, we need to continue to work to not put such a hard ceiling on the opportunities for development for people, so when there's one job that's a bad fit for them opens up, they feel like they desperately need to get it. And I go, that's not good. So anyway.

Stephanie:
Absolutely. I love that you said that. That is a huge passion soapbox for me. The ability to create outward opportunity and not just upward opportunity is so important, and I think that it's a trick we miss. And to your point, if you really step back and think about it, there are probably at least a dozen, if not a hundred, different things in your practice that could be areas of opportunity of ownership for someone. It doesn't have to be about a title, doesn't have to be about positional power. For most people, development is about ownership and about growth, and there are endless opportunities for that. And it is something that we over overlook. And so I love that you brought that up.

Andy:
Yeah. So let's talk real quick about, we've made this selection, let's talk about setting the person we selected up for success. Can we do that?

Stephanie:
Okay. Yep.

Andy:
So got just got three quick ones, because I do think this is important. I have seen a number of times people make a promotion like this or make a hire like this, and they're like, great, you're the one, good luck. By the way, there's a couple really angry people you're going to be working with.

Stephanie:
Right. Now you have to supervise.

Andy:
I wouldn't leave my lunch unsupervised. They say something like that, and then they let them go. And I go, that's terrible. So you picked your person, obviously you should do the things that we recommended as far as breaking the news to the other people. After that, make sure you have a good onboarding program to get this person up to being the person that you imagined them being. Remember, when we imagined what a fully functional person in this role, well-supported, well-trained looks like? What was that? And then what are the steps we need to take to get them to that place? And that's your training program. That's your onboarding program.
So make sure that you've got an intentional way of getting this person up and going, because one thing that you don't want is to have a couple people in your organization all go for a job and one person gets it, and then they struggle in that role because that opens the door up to criticism, I told you so. Why did that person get it and I didn't get it? You want them to hit the ground running and start to make some strides, and you want them to get wins under their belt very quickly. Because often that will put this issue behind you, and so make sure that you have a plan to onboard them and to get them some wins under their belt.
So that's the first part for me, show full support of this person. So it sounds like with our mailbag writer, there were a number of different stakeholders in the decision who all sort of came together about who they were going to choose. There is no mixed decisions anymore. Once that decision is made, all the stakeholders need to get on board and get united and get behind this person and support this person in that role.

Stephanie:
Yes. We can't be behind the scenes, well, I didn't agree with it, but we made a decision anyways.

Andy:
I've seen that. I know you've seen that.

Stephanie:
Yep. You're just separating them.

Andy:
Yeah, exactly right. You're making this worse and it will fester, and nope, everybody needs to come together behind this person as they pick up some wins. And then the last thing is you need to own your role in any tension. And so if there's some resentment, if there's tension, do not put it on the new person that you elevated to figure it out. You were there, you ran the interviews, you did these things. You need to own the fact that you may have had a role in creating any sort of tension or competitiveness, and you need to take a lot of responsibility in resolving that and getting things back to normal. It's just amazing how many times I've seen people be like, well, that was messy. Well, we've made the decision. Let's see how he does. And then they wash their hands. And I'm like, that's not okay.
And again, at this point, this is all about stabilizing the ship now and making everybody just accept what has happened and understand that there's no going back and this is not a wishy-washy decision that might change. Nope, we're in this, this is where we're going. And the people who were involved in running the process need to own any tension that comes from it and try to protect the new person from having to deal with that tension. Because again, the thing that will make this most in the rearview mirror is that person having success and starting to move forward and move the practice forward.

Stephanie:
Yeah, I love it. Oh man, this was fun.

Andy:
This was a good one. This was super fun.

Stephanie:
I think that's it. You got anything else?

Andy:
No, that that's all I brought.

Stephanie:
Oh, man. I hope this was helpful, maybe, to our mailbag writer, or to some of you facing this kind of decision. Have a great week, everybody.

Andy:
Have a great week, everybody.

Stephanie:
I was like, is there anything else? Nope, that's it. Have a great week. Take care of yourself, gang.

Andy:
All right. See you everybody.

Stephanie:
Bye.

Written by Dustin Bays · Categorized: Blog, Podcast · Tagged: hiring, management

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