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communication

Oct 18 2023

If You and I Hang Out, Does Everyone Need to Be Invited?

This week on the Uncharted Podcast, Dr. Andy Roark and practice management geek Stephanie Goss are in our mailbag to tackle a question from a practice manager who is wondering about fraternization. Now while Stephanie's mind immediately went to a specific kind of fraternization (and we do talk about that one!), the email was targeted at how to go about handling your friendship as a leader with only certain members of the team. They have tried to keep work and personal separate but are wondering how to handle things if one leader does hang out with someone(s) from the team outside of work. Or if two people working together do wind up dating! Let's get into this…

Uncharted Veterinary Podcast · UVP – 254 – If You And I Hang Out, Does Everyone Have To Be Invited? 1

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 your challenges and would love to feature your scenario on the podcast.

Submit your questions here: unchartedvet.com/mailbag


Upcoming Events

Referenced Uncharted Podcast Episode: I'm the Boss, Now Can We Still Be Friends?

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October 25, 2023: Team Meetings That Build A Financially-Informed Culture

with Ron Sosa

Time: 12pm ET/9am PT – 2pm ET/12pm PT

Strike a balance between a money-focused environment and a culture that values more than just profits at your veterinary practice. Join our live virtual workshop and unlock the strategies to promote financial transparency, trust, and united engagement. Register now to foster a financially-informed culture and drive your practice toward greater success.

November 3, 2023: Supporting New Graduate Veterinarians

with Katrina Breitreiter

Time: 2pm ET/11am PT – 4pm ET/1pm PT

Are you ready to equip your veterinary practice with effective mentoring strategies for new graduate veterinarians? Join our live virtual workshop, “Supporting New Graduate Veterinarians,” with Dr. Katrina Breitreiter, DVM, DABVP & tackle hiring challenges at your practice through cultivating a strong mentorship culture, attracting top talent, & supporting your new graduates to thrive in clinical practice.

These workshops are free for our current Uncharted members and only $99 for the general public! Come join us.

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 taking a letter from the mailbag asking about a fun and, potentially, spicy topic.
But we don't go down the spicy rabbit hole as much as my heart would love to. The email is about fraternization in the workplace, but, even though, Andy teases me about where my head immediately goes, thinking about dating and other spicy things in the workplace, we focus mostly on the big part of the question, it has to do with enjoying spending time with coworkers, and becoming friends with people in the workplace.
Now we've done some podcast episodes previously, and we'll link them in the show notes about what it feels like, and how to make some decisions as a leader in a practice when it comes to being friends with your teammates, but this one has to do with really how to set the boundaries, but how to balance being friends with some people, maybe, and not others on the team. Some good questions into this one, and Andy and I had a lot of fun talking it through.
Let's get into this, shall we?

Speaker 2:
And now The Uncharted Podcast.

Dr. Andy Roark:
We are back. It's me, Dr. Andy Roark, and the one and only Stephanie “I've been thinking about you” Goss. I've been thinking about you. I've been thinking about you.

Stephanie Goss:
I think you're showing your age again.

Dr. Andy Roark:
Again? Continuously, honestly, at this point. Just continuously.

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

Dr. Andy Roark:
It is good. It's good I think. It's ridiculously hot outside. Yeah. It's ridiculously hot outside. It should not be this hot in September. That should not happen but here we are.
Yeah. Overall, it's pretty good. Hip hop dance classes have started back. Yeah. I'm chauffeuring for that again. That happened last night. Yeah.

Stephanie Goss:
How are your hip hop moves coming along?

Dr. Andy Roark:
They're coming along. They're coming along. They're coming along. Yeah. It's fun. There's a lot of sass at my house when hip hop dance gets done, a lot of very PG-rated rebellion that happens with hip hop dance.

Stephanie Goss:
Yeah? Yeah. Okay. All right.

Dr. Andy Roark:
You're in gymnastic season now.

Stephanie Goss:
Yes. The fall sports have started, so we've got fall baseball and gymnastics and it's crazy busy. I just was looking, they posted their game schedule for fall ball last night and I was trying to figure out how do I be in two places at once, as a parent who often doesn't have backup?
Gosh, it takes a village and I am so grateful for mine, because I'm looking at it and I'm like, “Okay, I have to be 30 minutes away here picking up one kid and five minutes later be 40 minutes over here picking up the other kid.”

Dr. Andy Roark:
Yeah.

Stephanie Goss:
It's the downsides of rural living, but it's good. It's good. The fall is definitely starting to come to Washington, so we're starting to see some cooler weather but I sat outside in the sunshine yesterday on my lunch break and read a book still, and it's good. I cannot complain.

Dr. Andy Roark:
I got called upstairs a couple of nights ago, it was like 9:30 at night, and I was just downstairs working, reading, doing whatever. My wife is like, “Andy, I need you to come up here.”
I don't usually get summoned like that, unless I'm in trouble. I was summoned at like 9:30 at night, and I walked up there, and I walked right into this situation. I think it's quintessential for parents of teenagers.
There's my wife, and there's my 15 year old daughter, who has apparently just revealed that her theater program has rehearsals, and as a result, she will be missing the bus like every day, like basically every day, Monday, Tuesday, Wednesday and then she has to be there on Saturdays, and so she won't be able to ride the bus, and so we will have to get her at like 4 P.M.-

Stephanie Goss:
Of course.

Dr. Andy Roark:
… which my wife and I both work.

Stephanie Goss:
Right. Right.

Dr. Andy Roark:
We work.

Stephanie Goss:
Right.

Dr. Andy Roark:
There we are, and it's 9:30 at night, and my wife has got her calendar out, and she's like, “I need you to get your calendar and we got to figure out how we're going to do this.”
Again, I've come a long way, so I was like, “This feels like disaster. Just from the very outset.” I'm not sure how it's going to go bad yet…

Stephanie Goss:
Sounds like a trap.

Dr. Andy Roark:
Yeah. 100%. My warning bells are going off all over the place, and my wife seems stressed, and my daughter seems stressed but everything seems largely cool, but I can feel it running up my spine like, “This is going to go sideways real bad.” It's like there's an ambush coming, and I feel it.
I leaned into my own knowledge and experience and skills, and I said, “I don't know that this should happen at 9:30 at night on Tuesday night.” I said that, and I stepped back for a second to see what would happen, and that's when my daughter started crying and my wife said, “It's due tomorrow. She failed to tell us until right now when she remembered it.”

Stephanie Goss:
Of course.

Dr. Andy Roark:
I'm like, “Oh, crap.”

Stephanie Goss:
You know you're going down the gopher hole.

Dr. Andy Roark:
We're in this now, and, again, I swear this ties back to leading and managing people, because I could 100% blow this up nine different ways. The easiest one is to say to my daughter, “What are you doing?”

Stephanie Goss:
Right. Why did you wait until 9:30?

Dr. Andy Roark:
“I'm sorry. I'm not doing this.”

Stephanie Goss:
Right.

Dr. Andy Roark:
I'm not doing this at 9:30 at night, which will, of course, bring tears and upset and there'll be stomping and then I'm going to have to do it anyway.

Stephanie Goss:
Right.

Dr. Andy Roark:
And everybody will be mad at me. I'm like, “Okay, I'm not going to say it. I'm not going to say it. I'm just going to …” It's funny. One of my big parenting moves is I'll just stop talking and just breathe.
My children have picked up like, “Oh, Dad's breathing.” The worst is when I have to stop and breathe, and then I tell them that I'm disappointed, and it's like that's high level parenting from Andy is like, “Oh, boy. He's serious now.”

Stephanie Goss:
He's breathing.

Dr. Andy Roark:
He had to do breathing and then he has told us that he's not angry, but he's disappointed. It's like, “Oh, boy. This is heavy.” I did not tell her I was disappointed, but, ultimately, we waded in there, got my calendar, my wife got her calendar, we talked back and forth, we said to our daughter, “There are some dates that we cannot do this for you, and you're going to need to go ahead and communicate right now that you're going to be absent on those days.” She was like, “Okay.” Then it was over.
We had gotten 80% of the time that she had to be there, something like that, and we had worked it out and nobody had gotten mad at anybody, and everything was fine, and so I stopped and I said to my wife, I said like, “Hey, I just want to pause here for a second and say that you and I handled this very well. Now it's 10 o'clock at night, we both feel good, we feel supported, we feel like we've got this figured out, and it's done and no one's night is ruined, and I want to toast you, cheers on this success.”
I would not have celebrated that … First of all, I would have detonated that session 10 different ways earlier in my life and my marriage, and then I would have pulled it off, and then not paused for a second-

Stephanie Goss:
Walked away.

Dr. Andy Roark:
… to say, “Let's just both own how perilous that journey was, and we made it just fine and everybody is cool. Let's just stop and honor the success that we just had.”
Anyway, there have been some fall parenting conversations at our house.

Stephanie Goss:
Oh, that's funny. We're in that season too, and that conversation at our house is, “Okay, so there are three choices and you are going to make the choice, because it's not my life. This is the thing you want to do. You can learn to ride the public bus, and figure out how to get to and from,” which is what I had to do as a kid.
“You can get a ride from a friend or get a ride home, and I'm not going to call up …” “Can't you just call their-” “Nope. I'm not going to call someone's mom for you. You can do that, and you can ask them, the parent directly, not the kid, or you can just not go. Those are your three choices, but I can only be in one place at a time.”
I was just like, “Here's how it's going to have to work.” I feel you on that. It's hard. It's so hard.

Dr. Andy Roark:
Well, teaching those self-advocacy skills is important. This is life training, but it's like professional training I do with my kids. We always make our kids write emails to their teacher. “I'm not going to write it.”

Stephanie Goss:
You write it.

Dr. Andy Roark:
You write it. We'll look at it before they send it or whatever, but if something's not going to work, they're going to be out, they're going to miss something, I make them write the email, and then we look at it and talk about it, and then we send it but it's like my wife's a college professor, and so through her and her stories, I know how many twenty something people cannot just do basic communications about their availability or expectations or concerns they have or anything. They just don't have those skills.

Stephanie Goss:
Well, I'm pretty sure Allison probably has the same kind of stories I had. I remember the first time that I taught a class at the university, and having students' parents send me an email. I'm like, “Absolutely not. Your kid is 18 or 19 or 20 years old. Absolutely not.”
It's just they need to learn how to parent for themselves. It's one of the things that I am actually really thankful for is that our gymnastics gym, our coach is amazing. I love her. She makes the kids have life lessons. We have kids who are six, seven, eight years old, and even the pre-schoolers, one of the first things she makes them do is learn to recite their parents' phone number at the gym, and if they don't feel well or they feel like they need to go home, that's okay. They have to call their parent, and ask for it. She will not call for them.

Dr. Andy Roark:
But then you get those germy kids using the phone receiver. You know what I mean?

Stephanie Goss:
There's Lysol wipes right there.

Dr. Andy Roark:
There's a downside.

Stephanie Goss:
There is downsides.

Dr. Andy Roark:
It's like when flu season hits the vet clinic. I'm doing Chlorhexidine spray on the receiver before I pick up.

Stephanie Goss:
Yup. There's Lysol wipes right there but they have to learn their parents' phone numbers. The team kids, if they have a phone, they have to call her, and call and leave a message at the gym. Your parents' message is not acceptable to miss practice.
It's been so good for my kids to learn, and even my daughter's the one in competitive gymnastics but her brother goes to classes, like obstacle course classes and stuff, and I'll make him call. I'm like, “Nope. You don't feel good. You're too tired from school this week. You call and leave a message for Kelly at the gym,” and it's amazing how much he's like, “Well, I'm not really actually that tired. I guess I could go.”

Dr. Andy Roark:
Now that we've got all the non-parents to turn the podcast off, let's talk about what we really came here for and it's managing people who don't have kids. That's the episode. Ignore the title on the episode. We're doing managing people who don't have kids, and that's why we wanted to drive them off the podcast, so we could talk just to you parents who are left.

Stephanie Goss:
Oh my God. This one is going to be so much fun, so, hopefully, we have not lost people yet because-

Dr. Andy Roark:
It's juicy.

Stephanie Goss:
Yeah. It is juicy.

Dr. Andy Roark:
It is juicy.

Stephanie Goss:
We got a great question for the mail bag, so we had someone send in an email asking if we could talk about fraternization in the workplace, and when I first read the first line of the email, I thought I knew where this was going, and this is not where it was actually going.

Dr. Andy Roark:
You thought we were going to be doing pledging and talks about pledging?

Stephanie Goss:
No.

Dr. Andy Roark:
Fraternization? Sororitization and that practice?

Stephanie Goss:
No. No. But there is actually application for fraternity and sorority rules, Kelsey would agree with me, in veterinary medicine, but, no, I thought it was going to go along the lines of dating coworkers.
I was just like, “Oh, okay. This is going into the, ‘Do you have dating policies?” And it is not.

Dr. Andy Roark:
It's funny, that's where your mind goes. When someone says, “I want to talk about fraternization,” you're like, “Oh, yeah. I know where this is going.” It doesn't always go there, Stephanie.

Stephanie Goss:
In my world, Andy Roark, that is where it always goes.

Dr. Andy Roark:
In my world, it's a funnel, it's always a funnel, right? Right down, right to there.

Stephanie Goss:
Andy's description of me, if you've never heard it, is that I am like a 15 year old boy with glitter.

Dr. Andy Roark:
Yeah. Lots of-

Stephanie Goss:
It's true.

Dr. Andy Roark:
Those giggles are not always innocent giggles. I'll tell you that.

Stephanie Goss:
That's where the funnel goes, but then the email got better, and it was from someone who is struggling, because they really enjoy spending time with their coworkers but they are worried about the perception of favoritism, if and when they were to spend time with people outside of work, in particular, if they spend time with one group of people or one person, in particular, and not necessarily others, or they get invited to a party from someone and they go, but then they get invited to another party and there's a conflict and they can't go, are other people going to think that they're not going because they don't want to hang out?
Like all of these things, and I thought, “This is such a good one,” and so they were saying my rule for myself has always been if we're going to hang outside of work, I am going to go, if everyone is invited, so if we're doing a work thing and all of the coworkers are getting together, but they were asking us, in particular, because they were saying, “I have seen Andy do things where he's talking about hanging out with people from work” or from the community or you and I are hanging out and have put pictures on social media, and they were asking, “How do you balance having a life and being friends with some of the people that you work with with your work environment?”
Then it went where I thought it was going, with the fraternization, because then they said, “Then what happens if you do have a relationship blossom from friendship?” In particular, they were asking what happens if someone on the team starts dating somebody else or if you have coworkers that were hanging out-

Dr. Andy Roark:
What happens-

Stephanie Goss:
… in a doctor-

Dr. Andy Roark:
What happens when board game night becomes not board game night?

Stephanie Goss:
I was going to go … We might have to put a this is not a PG episode rating on this one.

Dr. Andy Roark:
We're going to keep this PG. We're going to keep this PG.

Stephanie Goss:
What happens when someone's dating, particularly, in a position of authority, and that's a question that I get asked as a manager a lot, like what happens if a doctor starts dating a support staff member or that kind of thing?
There were multiple questions packed into the email, and I thought it was so, so great, and so we've talked a little bit, previously, we have an episode about being friends with coworkers and it being lonely at the top, and we talked about what it feels like to be left out as a manager from the networking and the friendships.
I thought that this was a great different take on how do you figure out that for yourself? What does that look like? Because it fits so nicely into our, “Let's talk about Headspace.”

Dr. Andy Roark:
Yeah. All right. Cool. I like this a lot. Let me give some background to this, and we'll lay it down. I have been doing more of this recently. I am very much, at this phase in my life, a huge believer in the power of interpersonal relationships, and so I have had a very wonderful career but I do not plan to lay on my deathbed, and think about, “Boy, that was such a wonderful career I had.” No, I plan to lay on my deathbed and think about my friends and my family, and the relationships I have.

Stephanie Goss:
Sure.

Dr. Andy Roark:
I think that's what really matters. I really feel that way a lot, and this person even mentioned, “Andy, he does these things where he posts about them” or he talks about them.
I understand where they were coming from, when they said, “Whatever we do, everybody is invited.” Well, I wrote recently about the fact I was in the treatment room, and I was looking around, and I genuinely really like the doctors that I work with. They're great.
Now, that does not mean the techs I work with are not great, they are equally great, but I get to work with them. They're in the rooms with me and we're talking all day as a vet, I really like the vets I work with, but I will go a whole day and not speak to them.

Stephanie Goss:
Right. Right.

Dr. Andy Roark:
Because they're seeing their cases and I'm seeing mine, and I'll slap them a high five or ask them how they're doing, but usually, they're half-distracted or I'm half-distracted or whatever.
It just resettled on me, and I was like, “Man, I really like these people” and, also, I would like to talk to them about doctor stuff, I would like to learn about where they went to vet school, I would like to talk about cases, and just-

Stephanie Goss:
They're things you have in common.

Dr. Andy Roark:
Exactly right. The things that we have in common, and we have 10 doctors. We've got a ton of staff.

Stephanie Goss:
Right.

Dr. Andy Roark:
I'm not trying to organize an outing for 100 people.

Stephanie Goss:
Right.

Dr. Andy Roark:
But we can meet at the brewery after work one night, just an informal doctor get together, not trying to be exclusionary but just like, “Hey, doctor night. Let's have a round table and let's talk about how things are going, let's talk about everything except work, but let's just get to know each other and hang out.”
I did that, and I talked about it, because it was really lovely, and my goal is to do it once a quarter, because I just really liked it.

Stephanie Goss:
Sure.

Dr. Andy Roark:
I think that's important, and I'm a big believer in that type of interpersonal relationships and hanging out and stuff, and so they called that out. That's why I'm like, “Okay, I am onboard with this, I am definitely not one who is like, ‘Nope, you should not do anything with someone from work unless everyone is invited.”
I get it, and I'm going to ask people to use their common sense here, and not be exclusionary, nobody likes to be left out and excluded.

Stephanie Goss:
Right.

Dr. Andy Roark:
But that said also, I think that if you and I have doctors get together, you want to have the CSRs get together, that doesn't need to be scandalous. There's common sense ways that you can do that, and not make people feel bad. You just have to be smart about it.
I think the larger question is it's not just do we do these things with people from work, but it is how do we control the perception of favoritism that comes along with that?

Stephanie Goss:
Yes.

Dr. Andy Roark:
How long is it until people are like, “What are the doctors talking about when they get together?”

Stephanie Goss:
Right.

Dr. Andy Roark:
And, “When Andy goes out and hangs out with his two male technician friends, is that because they're his favorites?”

Stephanie Goss:
Right.

Dr. Andy Roark:
And, “He's not going to ask them to do the crappy stuff, he's going to ask the rest of the techs to do the crappy stuff,” or, “He's going to get them opportunities that they would not get if they weren't his buddies, because there are some techs …”
Not exclusively male, but there's a couple of male techs and I like those guys, and we kick around and just laugh and hang out and stuff, and it's like, “Yeah, I get that. I don't want anybody to think that it's favoritism, but we just have a certain rapport.”
Anyway, I want to cue that pause, so anyway, the question is how do you do this? How do you do this and how do you keep it in balance? Right? I want to talk about three things to start off with, so let's talk about what favoritism is and why it's a problem, let's talk about work friends and what that means, and let's talk about our private lives.

Stephanie Goss:
Okay.

Dr. Andy Roark:
Because I really thought a lot about this when I got it, and it's like, “Okay, let me lay this down, and make a fair case.” Okay, set aside.
All right. Favoritism, that's what we're worried about, so why is favoritism a problem? Favoritism is a problem for a couple of reasons, number one, if people start perceiving that there's unfairness, they get really upset, right? People are wired to pay attention to what is fair, and what is not.
I heard this great analogy recently. It knocked me backwards. Okay. You don't have to answer this out loud, but the question was what would you rather have? Would you rather have two weeks of vacation and everybody else gets one or would you rather have four weeks of vacation and everybody else gets eight?

Stephanie Goss:
That's a hard question, because the first place my brain went to was neither is fair, so it proves your point.

Dr. Andy Roark:
Neither is fair. Exactly. That's the point. Of course, we all hope that we would say, “Oh, well, obviously, the one where other people benefit, that's fine. I want four weeks, because it's more but in the studies that are done, a lot of people pick option one, because they can't stand the fact that everybody around them gets twice as much vacation as they do.

Stephanie Goss:
Sure. Sure.

Dr. Andy Roark:
It would bother them. Anyway, as I said, you don't have to answer out loud, but I thought it was interesting, but it really highlights that immediate reaction to fairness, and so, so and so is friends with the doctors, so and so is friends with the practice manager, that can 100% trigger those feelings of unfairness. There's also that could escalate into feelings of hopelessness where it's like, “It doesn't matter what I do, because I'm not going to get the opportunity, because they like this other person more.”

Stephanie Goss:
Right. Yes.

Dr. Andy Roark:
Again, that really goes to that unfairness but unfairness can turn to hopelessness when you're like, “It doesn't matter how hard I work.” That's another part of it is this perception your work doesn't matter.
You can give people a perception that they lack control, right? They have to respond to what you do with other people, meaning, again, it goes back to their skills don't make them who they are, their professionalism doesn't make them who they are, because the friend group is going to get first picking of opportunities, of cases, of development, of CE, of raises, of things like that, of schedule selection, and once people start thinking that there's an inside track for that stuff, boy, everything can really go off the rail.
If you start feeling like, “I don't have any control of my life, because really I get what the friend group doesn't want,” that's pretty crappy. There's a perception that I'm not going to be developed, because I'm not on the in group, because I don't get to talk to the doctor that much, and so I'm not going to grow, I'm missing opportunities, and I said I worry about information control.
This is a big one. It's like when favoritism dovetails with gossiping or gossip culture or worries about gossip, the idea is, “Well, the in group has the information.”

Stephanie Goss:
Right.

Dr. Andy Roark:
“The out group doesn't have the information.”

Stephanie Goss:
“And I'm going to be left out.” Yeah.

Dr. Andy Roark:
Even if there's not actual benefits to the in group besides knowledge, we all know that knowledge is power, knowledge is politics, there is definitely this power of information or access to information, and so all of those things are the problems that come out of favoritism, or perceived favoritism.

Stephanie Goss:
Now I think it's really important to acknowledge, because I suspect we'll have some people listening, who are like, “Yes, I see all of those things that Andy just mentioned,” and I'm worried about them for good reason, because it is something that I have seen on a personal level, sadly, pretty rampantly in veterinary medicine on both sides of the equation, right? The team member who becomes friends with team members as a manager, as a leader, and then there is all of the preferential or perception of preferential treatment that you mentioned or, on the flip side, with the doctor and their friends or support staff.
I think it's important to recognize that we're not saying that that all exists in a vacuum, like we totally recognize that it is a thing that happens, and the important part from a Headspace perspective is that you have to recognize that there is biases on both sides.
Yes, it is a thing that happens and, also, we recognize that it's harder to overcome when it has happened to you, because I have seen this, and have had to actively overcome my own biases to ask myself like, “Oh, okay, but is it rational that I'm thinking that way or am I thinking that way because of my prior experiences?”
I think that's an important piece of it, because when you talked about all of those pieces, I'm like, “Oh, yeah. I have seen that.”

Dr. Andy Roark:
Oh, yeah. Here's the important thing with managing favoritism, right? The question is not are you playing favorites?

Stephanie Goss:
Right. Right. It's what's the perception?

Dr. Andy Roark:
The question is does your team perceive that you're playing favorites? Because I have a lot of people who go, “I have this terrible problem and, boy, people are really angry, because my best friend is one of the technicians and I don't do anything,” and it's like it doesn't matter if you do anything, it's they're not going to act from what you do, they're going to act on what they believe that you do.

Stephanie Goss:
Right. Right.

Dr. Andy Roark:
You have a perception problem, which can be just as problematic as having an actual problem. Controlling that perception is really what this is about, more so than even the actual behavior. You're not going to control their perception, if you're actually doing the thing, but there's a lot of, for managers, leaders out there, who have not been playing favorites but they're being accused of it, or people suspect that, or that's the rumor, and now they're having to deal with the fallout, and they're like, “I didn't do anything wrong.”
I'm like, “I understand. Sometimes we don't do anything wrong, but we still have to manage the perception or we have to fight a perception that's unfair.”
Anyway, I think that's the other point I want to make about favoritism is whether or not the sin actually happened, often times, you are battling the perception that the sin happened, which may or may not be true.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
[inaudible 00:26:40]. On a pivot now to talking about friends, talking about friends in the vet clinic, and you and I have talked about this before a number of times, because it comes up, and I think we see pretty eye to eye on this, but it's still controversial when I lay it out, I often say to people, “I don't think you can be friends with people in the vet clinic.”
I say that to get a reaction, but it really comes down to how you define your friends. Okay? Bear with me, if you have friend friends, just people out in the world, you would put that person over that person's employer, right? Like if they were like, “Oh man, I called in sick because I wanted to go hiking with you” or, “Boy, we stayed out late last night, and so I'm going to call in sick in the morning” or whatever, you're not going to call up Publix the shopping center, and be like, “Hey, I got to tell you about this employee.” You don't know those people. Whatever.

Stephanie Goss:
Right.

Dr. Andy Roark:
You might question the honesty of your friend but you would have a person that you knew and you cared about and then a faceless employer, and you go, “Whatever,” right?

Stephanie Goss:
Right.

Dr. Andy Roark:
If you have friend friends, then you would do what you could to help that person get ahead, right? If you could open doors for that person, you would. If you could help that person develop and achieve career aspirations, you would. If you could help that person get promoted, then you would.
All of those things are truths about our friend friends. If that person has a secret and they shared it with you, you would save it, you would keep that secret.
Now if you have work friends, and you're the doctor and they are the support staff or the CSR or whatever, you're the medical director and they're one of the associate doctors, there's some caveats to this relationship, because you do have a responsibility to this employer, and to the job, and I would say that your responsibility to the job comes first, in order to be fair to the other workers, right? It's not even about the company, it's about being fair to the other people who you are responsible for.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
If you go on a bender, and you call me and go, “Dude, I'm smashed. Not coming in today,” I'm not going to chuckle that off, because you just left me and the rest of the team shorthanded.

Stephanie Goss:
Right.

Dr. Andy Roark:
I don't care if you call Target and tell them you were on a bender and you're not coming in, or tell them that you're sick, because I don't work at Target, and I don't have to deal with the fallout but I have to deal with the fallout here, and I just think that that's important for defining what friendship in the workplace means, which means the friendships are fundamentally different. There are caveats in work friendships that are not in regular friendships.

Stephanie Goss:
Yes.

Dr. Andy Roark:
Everybody should know that.

Stephanie Goss:
Well, because I think your life, as a human being, in the work environment, is when you are work friends, it's impacted into ways, you could have the impact on a personal side and there's a work impact as well, so if we're friends at work, and I am having something go on at home, right?
I can have a conversation with you, Andy, my work friend and tell you about that, and if we weren't working together, we could both go our separate ways and that sits with you as a friend, but it doesn't impact your ability to do your job.

Dr. Andy Roark:
Right.

Stephanie Goss:
If we're work friends, and I come to you and I'm like, “Andy, I got into a horrible fight with my partner last night and I am just in tears,” that's going to impact the friend piece in our conversation, and then also impact our work environment, because you're going to be affected by my emotions at work. We both are.
There is not that separation of the work person, and the friend person as easily as if you worked in two separate work environments, and so I think just on a human level, you have to think about the fact that you are considering that person as a person, and you are considering that person as a person inside your work environment.

Dr. Andy Roark:
I think that's a great example, so if you came to me and you're like, “I'm having this problem with my partner,” whatever, and we're friends, I'll be endlessly supportive of you, and if we work together, and you come to me again, again, again, and again, with problems about your work partner, I'll be supportive of you to the degree I'm able to be while still being fair to the rest of the team who has work to get done, and needs you to show up, and needs you to pull your weight, because we all have bad days and we all go through some stuff, but at some point, if I'm in charge-

Stephanie Goss:
You're not going to say to me-

Dr. Andy Roark:
I still am responsible for getting this work done.

Stephanie Goss:
Right.

Dr. Andy Roark:
If I don't get the work done, everybody else is being punished, because I'm not saying anything to you about where we are.

Stephanie Goss:
Right.

Dr. Andy Roark:
If I wouldn't do it for them, then we really got a problem, because that is favoritism. They're going to see it and they're going to be like, “Oh, buddy. If I came in, and was just out of sorts and didn't get my stuff done for five weeks, he would not be super cool and supportive to me.” That's the definition of favoritism.

Stephanie Goss:
I think that that's the example, right? I think that's why I said a lot of people are looking at this going, “Okay,” because it is really easy to fall into the favoritism trap, totally unintentionally, because you care about them, right? You care about them as a human being.
The best example I can give is is that personal example where someone comes in and they're having problems at home, and you give them a little bit of latitude, right? It's that shifting baseline where it starts as they're having one bad day, and you give them the latitude, the same latitude you would give to anybody else on the team, if anyone of my team came in in tears, I would just say to them, “Go take a break. Get yourself together.” I would do that for any one of the team.
If it happens a couple days in a row, I would probably also do it for anyone of the team, and when it starts happening over and over or someone starts being late, because they're having fights with their partner, whatever the example is, that behavior pattern, now it's becoming a pattern, and that's where we start to see the favoritism come in, because we start to see some people who are given latitude or grace, and others who are not.
I think that's why people are like, “But it isn't black and white,” and I would agree with you on that. That's where we get ourselves into trouble as leaders, when we find it really hard, because a lot of us struggle with conflict, and I have felt this as a leader who is friends with my friends, I have had to have the really hard conversation like, “I have to take off my friend hat right now and I'm putting on my boss hat, and we have to have a conversation, because if anybody else on the team was this is where we were at, this is the conversation that I have to have with you, because I'd have it with any other member of the team.”
There are a lot of people that struggle with that.

Dr. Andy Roark:
I love the wording that you used, and, honestly, that is the exact wording that I would use to say, “Hey, I'm going to have to take my friend hat off here, and talk to you, because I would have to talk about this with anybody else on the team.”

Stephanie Goss:
Yes.

Dr. Andy Roark:
Then that's how you have that conversation, which is outside the scope of what we're talking about today but I really liked your wording, but it's true-

Stephanie Goss:
Thank you.

Dr. Andy Roark:
Well, there's no scenario where I go to my friend friend and go, “Hey, I know this divorce has been tough, I'm just wondering, how's your work productivity?”

Stephanie Goss:
Did you finish your TPS reports this week?

Dr. Andy Roark:
Yeah. Exactly right. What's your average scoring transaction looking like? Just checking on you. That never happens.

Stephanie Goss:
Yeah.

Dr. Andy Roark:
But we may get called, in all seriousness, we may get called to have those types of conversations with someone who works with us.
Anyway, my point here is to get your head around where I'm going, you have to, number one, recognize and understand what's bad about favoritism, what the problems are. Number two, you have to get your head around what work friendships look like and understand they're different from outside of work friendships, and you got to buy into that.
The last part is, you said I was showing my age before, I'm going to really show it now, I'm going to talk about keeping your private life private and just say, “There are downsides to making a habit of sharing your personal life on social media.”

Stephanie Goss:
Oh, absolutely.

Dr. Andy Roark:
I think a lot of that gets glossed over, and people are like, “Oh, yeah. That's what I do. I'm out and I'm posting.” Especially if you have friends at work or things like that, you should be mindful, not just about when you're out with these certain friends, because then it feels like you're keeping a secret, but there are some benefits sometimes to just not post a whole lot on social media, so that when you go to doctors night at the brewery where just us vets are getting together, people aren't looking at it on Instagram and being like, “What is this? Why wasn't I invited to that?”
Again, it's not a secret, I'm just not promoting it out to the world that, “Hey, here I am with all my buddies having this good time.” People don't need to know. It's just part of my life, in general, but, anyway, that may sound silly but it is amazing how often people are like, “Yeah, I understand favoritism or perception of favoritism might be a problem” and, “Here's a bunch of pics from the weekend with me hanging out with a certain subset of people from work.”
If you hadn't posted that stuff, it would not have been an issue but you did. You posted it all weekend long, and then something that should have gotten done in the kennel didn't get done over the weekend, and now people are really upset.

Stephanie Goss:
Right.

Dr. Andy Roark:
You could have 100% avoided all of that headache if you'd just kept your private life to yourself. Anyway, I'm not trying to preach at people. I hope it's not coming off that way, but, honestly, especially as a leader, in the practice, you should be mindful. I'm not saying don't use social media or whatever. There are downsides to making it a habit to share your public life out, so everybody knows what you're doing and what you do with your time, because you open yourself up to some critiques of how you use your time. That's not fair but it's just true.

Stephanie Goss:
Yes. Yes.

Dr. Andy Roark:
The analogy I would use is, and it starts to think about other things in life that mirror this, and, again, it's common sense but if you remember a time in your life when you did something really small and really special for your birthday, like I remember for one of my birthdays when I was a kid, my dad took me to an NBA basketball game and he took one of my friends.
I was super into NBA basketball, but it was like, “Hey, the Charlotte Hornets are playing on this day, and we're going to go.” I took my one friend. It was like, well, that was well before social media, which is great, but if that was you and you were going, you would be mindful not to make your other friends who didn't get to go not feel like second-rate citizens, wouldn't you?
You'd be mindful of, “Hey, we're doing this thing, I don't want to make other people feel left out.” Again, I don't know. This same type of discretion I guess is what I'm thinking of here is just part of this is just being a nice person, and a person who has friends and doesn't want people to feel excluded, and, again, it's not something rigorous I'm thinking about here, but just a little bit of attention in this regard can go a long way.

Stephanie Goss:
Yeah. No. I agree with that. I think going back to my funnel, and the last piece of it is I think everything that you've talked about and that we've talked about so far from Headspace perspective, I don't think any of that changes when it is potentially a romantic relationship, right?
I think there still is the conversation about the perception of favoritism, and there still is the conversation about are you working at work or are you friends-ing at work, right? What does that look like?
There is the piece about is your private life actually private? Are you sharing details of your relationship? Are your peers at work seeing that and getting unfiltered access to that whether it's through social media or the way that you're interacting at work? What does that look like?
All of those things still should be thought about, and still should be filtered through when it is a romantic relationship? As a leader, I think there's an extra layer that you absolutely have to think about from the HR perspective, in terms of protecting the team, and the company, really, against things like favoritism and sexual harassment and all of those kind of things, and just the relationship piece of it, I think your filters that you laid out are applicable, whether it's a friendship or a platonic friendship or a romantic relationship.

Dr. Andy Roark:
Yeah. I completely agree. If this escalates to a romantic relationship that we're talking about, the four little pieces I would say here is, basically, none of this that we just talked about before changes. It's all exactly the same.
But the big things I would lay out is remember your favoritism problems, they all still apply here if this is a romantic relationship, plus the fallout of any drama that gets brought to work.

Stephanie Goss:
Sure.

Dr. Andy Roark:
You brought that. You've got to follow HR rules. That's beyond the scope of what we have time for today, but especially if this is a power dynamic, meaning, you have a doctor and a technician, again, I have seen many doctors and technicians going to get married, and it's a lovely, wonderful thing.

Stephanie Goss:
Right.

Dr. Andy Roark:
I'm not saying don't, don't, don't but I am also saying we live in a litigious society, we have all seen and heard of terrible, horrible things, you need to make sure that you don't have one person who has power over another person, organizational workplace power over another person, who is in a place where they could abuse that or take advantage of that person.
You need to make sure that you're following the HR rules, and if you don't know what the HR rules are, we'll have to dig into that another time.
If you bring out of work life to the office, then you'll have to deal with the consequences of that, which means you still got to get your work done, you should be held accountable for professional conduct, and that's just my belief is if you want to bring your stuff in, you're still going to be held accountable for the work job that we have to do. I think that that's really important.
The last thing is it's not the job of the company or the team to facilitate your love life or to deal with the fallout from it, which means just because you are dating someone does not mean the rest of the team should be inconvenienced by that, in any way, shape, or form. It also doesn't mean that they should have to deal with the fallout if things go bad.
Anyway, that's about being fair to everybody, and just balance across the team. Anyway, all that, those are some of my core fundamental building blocks here. Let's take a quick break and then we'll just get into the action steps, I want to put these things together into what do you do with all this, and then we can be out.

Stephanie Goss:
Okay.
Hey, friends. You have heard Andy and I talking about some of the big things that are coming in the back half of 2023 for Uncharted, but we are not done. In fact, we are not even close to done with releasing all of the new fun and exciting stuff that our team has been working on.
I want to make sure you don't miss out on it now. If you listen to the podcast, you're going to hear about it but if you want to guarantee that you are the first to hear about the big, giant announcement that we have coming soon, so, so, so soon but not soon enough, you want to head over to the website, UnchartedVet.com/Insight. That's I-N-S-I-G-H-T. UnchartedVet.com/Insight, and sign up for the newsletter. That will get you on the list and guarantee that you have first dibs access to the big, big news that is coming soon. Don't miss it, I promise you're not going to want to miss out.
And now, back to the podcast.

Dr. Andy Roark:
All right. We have talked about the things that are huge for me. We've talked about the problems of favoritism. We talked about the different kinds of friends and work friends are different, and then we've talked about keeping our private life private, and some benefits there.
You take those. The biggest ones, action step number one for me is sit down and think about those problems with favoritism, and make sure that you're conscious of them, right? Remember that the problem is not the problem, the perception of the problem is the problem.

Stephanie Goss:
Right.

Dr. Andy Roark:
Could it be perceived that you are being unfair because of your friends? That people are not getting opportunities because your friends are getting opportunities, that they are not getting developed, because you don't talk to them or they don't feel like you're approachable, because you're always hanging out with your buddies?
Just be aware of how favoritism can really get you in trouble, like what is the damages from it? Then ask yourself could I be perceived this way? If so, how can I modify what I'm doing to reduce those chances or to eliminate those chances? That's action step number one, and that's, honestly, the biggest action step by far in my mind, but how do you feel about that?

Stephanie Goss:
Yeah. I would agree with that. I think the hard part is that you wish that you could go to the clinic and ask every member of your team and get a straight answer but you won't. You can't and you won't. You might get some information from them, but this is where I think you have to put on your imagination hat, and hallucinate in a way that I would suggest of take yourself out of the clinic. If you were in any other work environment, if you worked at Publix and you worked with a team of cashiers at Publix, and you went into work and this was the situation, as a team member, what might you be thinking about that boss or about that manager or about whatever the situation is? Ask yourself that question, and make yourself a list, because it's amazing how quickly our human brains get irrational.
When you do that exercise and you actually ask yourself to make that hallucination, I've thought of some really … It's been crazy, to me, the kinds of things that I have thought of and thought, “Wow. Would I really think that about somebody?” Probably not but I could see where someone could think that about somebody, right?
Because we're all filtering it through our own life experience lenses, and so I think if you're struggling with that, you might have people on your team who you could ask and just say, “Hey, how do you perceive me?” And actually get an honest answer, but most of us won't get that raw, honesty that we need, and so taking yourself out of the situation and imagining a team environment that you've been on, or a previous work environment, if you were just a member of the team and this scenario was happening, how might you think or feel?
On the flip side, if you were in that person's shoes, how might you think or feel? As the person who is in control.

Dr. Andy Roark:
No. I think that that's a great point. I think trying to get your head around that is key. I think probably a lot of people at this point are making the assumption that we're talking about limiting what you do with people, or you don't have to limit your connection with your friends, but, instead, it's about expanding access to you to everybody and making sure that people feel like they're being treated fairly, and, honestly, the answer might not be talking less to people that you like, it might be talking more to those quiet staff members, the people that you don't know as well, it might be about investing some more time into other people just so that you're not seen as having a core friend group, things like that.
Know that you're going to have favorites. We all have work friends. We all have favorites. You're going to have favorites, but you can't show it. But you can't show it. You're going to have favorites, but you can't show it.
In this case, we can make a lot of these perceived problems and the things that people worry about, we can make that go away with systems, right? Systems like pay scales, assignment rotations, where if there's a task that nobody wants to do, there's a system where it's fair and everybody gets a turn and it's not just, “Who does Andy point at today? He always seems to point at certain people and not at other people,” something like that.
If people have to stay late, if you take walk-ins that run past hours, it should not be, “Who am I going to ask to stay tonight?” Because that can be unfair in a lot of different ways, but if it happens again and again, you should have a plan for it. There should be a rotation for people to stay late. There should be a plan for what people get paid, how they request time off, who gets CE, how much CE they get, who has to do the crappy job that nobody wants to do, and all of those things.
If these are points of contention, the more that you can make of the transparent system and fair, the less people are going to point at you and say, “You're playing favorites. You never ask your friends to do this,” or, “This person got a raise because they're your friend.”
Just thinking ahead and setting yourself up for success in those regards makes a lot of these pain points go away.

Stephanie Goss:
I'm so glad that you said that, because I think just full stop acknowledging every human being is going to lean towards the bias of having favorites, and just acknowledging that and the piece about the systems and I have to speak to managers and the practice owners and the leaders who are listening to this, it is really important to recognize that if you make an allowance once, you have to consider the ramifications of that allowance always being made, because you will always be tempted, and I say this with total love and, because I have done it, where you have a rule, and I'm going to give you an example.
I have had a system for how people request time off, and then it was one person per small department, we had a smaller team, one person per department, because we struggled if we were down more than one person, and I had a longstanding team member who had put in a time off request, and then I had another team member, who was someone that I was close to outside of work, that had something come up that felt like to her a once in a life kind of opportunity, and I was like, “Of course, I want you to go to that thing” and I broke the rule, and I let them both be off, and I said, “I will step in and I will cover for you.”
The next time that happened, someone else had time off and they were like, “Well, last time this person got to take it off, and so can't you just cover for me?” I was like, “No, I can't do that.” Then I was in the position of I had set an example, I had done the thing, and now the expectation from the rest of the team was going to be that that be the case, and I did it to myself.
I think it's really important to recognize that, and recognize that there are always going to be life exceptions, and that doesn't mean we shouldn't make the exception, I'm not saying that, because if someone has a once in a lifetime trip opportunity or is getting married or whatever it is, your team are human beings and you love them and you want to celebrate them but as a manager, an owner, a leader in a practice, you can't make that decision in a vacuum, you have to consider the future ramifications of that and how you are going to deal with that in the future, because it will come up again.

Dr. Andy Roark:
Yeah. I agree. Number three in my action steps after considering the problems and recognizing that you'll have favorites but you can't show it, so lean into systems, number three is be comfortable mentioning your desire to protect other people's feelings if you are out doing things with friends from work.
I don't have a problem saying to someone … I do a lot of board games and board game nights and things like that, and so sometimes I'll have people from work come over and they'll play board games or whatever. It's not uncommon for me just to mention to them, “Hey, I don't want other people to feel left out because we've only got so much space at the table, and so, yeah, if you don't mind keeping it on the down low, I'd appreciate it.”
That's not asking them to keep it a secret, it's not a secret, I don't mean for it to be a secret, but, again, I'd really appreciate it if people didn't come and start posting pictures all over social media of hanging out with this small group of people and doing this thing.
I usually don't have to make that request, if you're dealing with mature people who can understand, but I'm not opposed to just mentioning it, especially if I see it, I'll say, “Hey, we weren't able to bring everybody and I don't want people to feel left out, so if you don't mind keeping it quiet and definitely not in your face, I'd be appreciative of that.”
Then some people won't do it, some people, they will not go for it, and you should recognize that if you invite this person along, they're going to broadcast what's going on and it might make other people feel bad and maybe you're going to adjust how you spend time with that person or if you spend time with that person, I've definitely seen that done.

Stephanie Goss:
Yeah. I think that one of those things that's worth considering goes back to part of what we talked about in the Headspace, which is that you have to consider what the fallout or the ramifications of living your life on social media, and living in a very public way, because I think before social media, we could do a thing with a small group of friends and the only way that other people were going to know about that thing is if we all talked about it, right? If we all came back to work the next day and we were like, “Oh my God. We had so much fun last night” and blah, blah, blah, then you open the doors and create the opportunity for other people to be jealous, “Well, how come I wasn't invited?”
That only happened if people talked about it, and now that people are living their lives through social media, we are inviting people in in a very, very different way, and so recently, this last year, I went on a trip with some people that I am friends with, who also are a part of our work sphere, and the Uncharted family, and we sat down and had a conversation and were like, “Are we going to document this on social media or not?”
We talked honestly about the fact that we don't want anybody to feel left out, and so we made the agreement that we weren't going to document it on social media. That didn't mean that we weren't going to talk about it, that didn't mean that we weren't going to be like, “I didn't do this thing.” We just were not going to broadcast it to the world, in a way that was like, “Let's invite you in, knowing that had the potential to have that ramification.”
I think it is something that is worth considering, and worth having the conversation, particularly, around that social media aspect, and I find that that feels like we have the conversation about does it feel like we're asking to keep a secret or not? Because we were talking about it in the social media context, it was like, “Oh no. We feel good about not putting it in everybody's face but it's not like it's a secret.”
That felt better, I don't know why, but I guess from a human brain perspective, it felt like, “Okay, this is not inviting everybody to the table with us,” and I think that that's what we do with social media, and so it's really easy for the team to get left out versus, “I'm bringing it up at work, ‘Hey, Andy, wasn't that girls trip that we went on, Andy, wasn't that so much fun?” We're not having that conversation in the [inaudible 00:54:19] room.

Dr. Andy Roark:
Well, the idea that we have to be so inclusive in our lives, that we can't do things that we enjoy with anything less than a full set of people that we work with, that's just not-

Stephanie Goss:
It's not reality.

Dr. Andy Roark:
It's not reality, and I feel like we've painted ourselves into this corner in some way, but I think it's because we've given away a lot of our privacy, and so people go, “Oh, well, people will see this.” Again, I think it's time to start taking back some of our privacy and just how we live our lives, and none of this is meant to be secretive or duplicitous or anything, but it's just to say, “Man, there's nothing wrong with going out with a couple of people and just not broadcasting it to the world, so that other people feel excluded.” It's not a secret but it's having a private life is what it is.
The last thing that I would say, and this is kind of a weak one, but if we want to get together, we want to hang out, again, a lot of times, this is about perception and people imagining what's happening when you and your friends get together, and they're not there, it might be helpful to have things that you do that make it feel like you're not just getting together and talking about work, or people at work.
I think everybody is like, “What do they do? Do they talk about us? When the doctors get together, do they talk about the techs?” The answer is no. We tell stories of vet school and previous places that we worked, and just cases that we saw, and that's what it is.
It can be helpful if you want to get together and do stuff, having an activity, playing basketball, playing board games, going to a movie, doing ax throwing, going to Top Golf, playing video games, but something where you're like, “Hey, we come together for a purpose beyond just talking” but I don't know. Maybe that's a weird perspective but it always makes me feel better.

Stephanie Goss:
I love it. I love it. Can I give-

Dr. Andy Roark:
Yeah. Sure.

Stephanie Goss:
… an example? As you mentioned, you love board games and you are a nerd.

Dr. Andy Roark:
Yes. It's true.

Stephanie Goss:
You play a nerd board game, you play Dungeons and Dragons with one of my best friends, with Jenn Galvin.

Dr. Andy Roark:
Yes.

Stephanie Goss:
Jenn and I, Jenn's business partner, Erica, wants nothing to do with Dungeons and Dragons and I could be in the middle, if you guys said, “Hey, Stephanie. We're going to play Dungeons and Dragons,” I'd be like, “I'll come hang out with you guys just to hang out with you but I have no interest in playing.” Erica's on the opposite camp, “I want nothing to do with it.”
Neither one of us feels left out. If you're like, “Hey, we're going to nerd together and play this thing,” because you're doing a thing, and we have the choice, and I think that that's why your point is so important, but there are going to be things that you do with people, potentially from work.
I, at a period in my life, was in a book club with somebody from work, and we had wine and we hung out, and other people were like, “I like the social aspect of that but that sounds super nerdy and boring AF, and I would have no desire to go sit around and talk about the Oprah Book Club of the Month.”
When people see the activity, and can filter it through that lens, it makes it easier for them to crawl out of the caveman brain, and not look at it from the jealousy perspective, because I think that we're just hardwired to look at it that way, and so I'm so glad that you brought that up, because I think it is really important to look at it, potentially, through that lens, and if you find that you do have people on your team who express an interest in that, then maybe it becomes about, “Oh, well, if you're interested in that, maybe I still have D&D night with my nerd friends, but maybe we also do a team D&D night,” so everybody is invited and everybody can experience that thing.
It doesn't mean that they have to be mutually exclusive, and I think a lot of us look at it like, “Well, if somebody else wants to join in on this activity, then I can never do that activity with this work friend again without having to invite everybody.” No, you absolutely can, and it can still be private time and you can create the space for everybody to feel like they're joining in on something or picking a different activity.
I think we go into that, it has to be one or the other and it doesn't, I don't think.

Dr. Andy Roark:
Right. No. I completely agree. That's what I got on favoritism. I hope it was helpful for people. As I said, it's a little bit of a perspective check. It's about thinking about why this matters. It's about thinking about what it means to have relationships with people that we work with, especially people that we're supposed to be managing or leading, things like that, but it's something that's definitely worth paying attention to, it's a thing that you're probably always going to have to manage a little bit. It's not a set it and forget it sort of thing. There's a lot of things you can do to make your life a lot easier.
If you end up in a practice where you don't have clear systems, you don't have any transparency about what it takes to get ahead or how schedules are made or how raises are given or things like that, you're probably setting yourselves up to have some more challenges.

Stephanie Goss:
I think that's where we see a lot of it in the industry, and we see a lot of the biases in hospitals that don't have systems like that, and so people are wondering, “Well, are they getting paid more than me now, because they're friends with Stephanie outside of work or are they getting paid more than me, because they actually have skills that I don't have?” It's that lack of transparency, that lack of systems that often leads us to those places where the bias absolutely is present, and, again, we're not saying that it isn't, but it's happening because there aren't those systems in place.

Dr. Andy Roark:
Yup. Exactly right. That's exactly it. Cool. Thanks, Stephanie. Thanks for talking through it with me.

Stephanie Goss:
Yeah. Have a great rest of your week, everybody.

Dr. Andy Roark:
Yeah. Take care, everybody.

Stephanie Goss:
Well, that's a wrap on another episode of the podcast. This was a fun one. We really enjoyed it, and we hope you did too. If you enjoyed this episode, and you are a practice owner or a practice manager and you have not signed up to come hang out with us in Greenville in December, I want you to head over to the website at UnchartedVet.com/Events, and check out all of the information that's there about our Practice Leader Summit.
Now we've talked about it on the podcast, eventually the Practice Leader Summit is going to be open to a variety of leadership positions in the practice, but this year, we are doing practice owners and practice managers and I would love it if you both would come together but if you were in that role within your practice, and you want to come to Greenville, South Carolina, to work with me, Andy, Maria, the rest of the Uncharted team on working on your practice and not in your practice, spending time focusing on your relationship as leaders in the practice, and talking about things like today's podcast episode from the big picture sense, how do we run the practice? What is our vision? What is our values? Who do we want to be as a practice?
If that's your jam, don't miss out. Again, head over to the website at UnchartedVet.com/Events, and sign up to be there with us in-person. Don't miss out. It's going to be a blast. See you there, and we'll talk to all of you next week. Take care, everybody.


Written by Maria Pirita · Categorized: Blog, Podcast · Tagged: communication, culture, management

Oct 11 2023

Why Do We Struggle So Much With Failure?

This week on the Uncharted Podcast, Dr. Andy Roark and practice management geek Stephanie Goss are diving in and grabbing another email from our mailbag. We received a wonderful email of gratitude from an Australian veterinarian who said “You don't know me from a surgical scrub brush, but you saved my life.” After drying their eyes, Andy and Stephanie managed to pull out the meat and potatoes of this email where our veterinarian was asking for ways that they could help locally and how we could effect change globally in veterinary medicine when it comes to how we handle learning about and managing failure. This is a powerful tool worthy of serious discussion and Andy and Stephanie really enjoying diving in to some of the facets of this very multi-faceted conversation. Let's get into this…

Uncharted Veterinary Podcast · UVP – 253 – Why Do We Struggle So Much With Failure?

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 your challenges and would love to feature your scenario on the podcast.

Submit your questions here: unchartedvet.com/mailbag

Resources Discussed in the Episode:

Uncharted

AAHA Community

AVMA committees

MCVMA

PRIDE VMC

BlackDVM Network

NOMV Lifeboat

Vets4Vets (Vin Foundation)


Upcoming Events

October 25, 2023: Team Meetings That Build A Financially-Informed Culture

with Ron Sosa

Time: 12pm ET/9am PT – 2pm ET/12pm PT

Strike a balance between a money-focused environment and a culture that values more than just profits at your veterinary practice. Join our live virtual workshop and unlock the strategies to promote financial transparency, trust, and united engagement. Register now to foster a financially-informed culture and drive your practice toward greater success.

November 3, 2023: Supporting New Graduate Veterinarians

with Katrina Breitreiter

Time: 2pm ET/11am PT – 4pm ET/1pm PT

Are you ready to equip your veterinary practice with effective mentoring strategies for new graduate veterinarians? Join our live virtual workshop, “Supporting New Graduate Veterinarians,” with Dr. Katrina Breitreiter, DVM, DABVP & tackle hiring challenges at your practice through cultivating a strong mentorship culture, attracting top talent, & supporting your new graduates to thrive in clinical practice.

These workshops are free for our current Uncharted members and only $99 for the general public! Come join us.

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 mailbag letter that comes to us all the way from a friend in Australia. It is a really fun one, it starts out on a little bit of a heavy note. So just to give everybody a warning, this episode does mention and talk about mental health in our profession and about suicide awareness. And it starts, because one of our readers was impacted by something around those topics, that is work that Andy and our team have done and started as a thank you. And so we do start there, and yet we move on to the heart of their email, which was about how do we better prepare, in particular new graduates and new vets from being trapped under the weight of their own expectations and their fear of failure.
And I think that this is an episode that goes far beyond just new graduates. I think there are a lot of us in veterinary medicine who put a ton of pressure on ourselves and are super hard on ourselves, and failure is a big challenge. I really, really love the questions that we're asked in this email. This might be one of the episodes that I have truly enjoyed doing the most, in all of the years that Andy and I have been recording. I think the topic is really, really important and I'm really excited to share it with you. Let's get into it.

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, teach your children well, Goss and know they love you.

Stephanie Goss:
How's it going? Hi, Skipper Roark.

Dr. Andy Roark:
Hello. Skipper is here demanding attention. He's been traumatized, because there are turkeys, there are wild turkeys that have discovered, they live in the forest and look, just bear with me, Goss. I'm already losing you.

Stephanie Goss:
Nah-ah, keep going.

Dr. Andy Roark:
So Skipper, who struggles with his confidence as part one, part two is there are wild turkeys that live in the forest and they have discovered that the birds that eat at the bird feeders on my deck, throw half of the seed that I pay good money for out of the bird feeder onto the ground. And so there's a pair of turkeys, not my children, two different turkeys that come to the house every day and raid the flowerbed looking for seeds, and they have an antagonistic relationship with Skipper. And so Skipper's here, he needs some moral support, because the first couple of times they came and found some seeds, Skipper would spot them, and he would just go off from inside the glass doors.

Stephanie Goss:
Sure.

Dr. Andy Roark:
And of course, they're turkeys, they're goofy turkeys, they're like and they would freak out and run different directions like a cartoon. You know what I mean? Like Wiley Coyote, just two turkeys, they run into each other and then they would run away, it was just absolute ridiculousness. Anyway, at this point, he's never gotten out of the glass door and so they're starting to not take him seriously. And so I'm seeing them just waddling at him and he's losing it and I think it's probably bad for his confidence, which he struggles with. And so anyway, he's here being reassured, because the turkeys question his dominance of the yard, at this point.

Stephanie Goss:
I've never once really wished that we did this podcast on video.

Dr. Andy Roark:
So you could see my turkey impression.

Stephanie Goss:
Yes. For everybody to see your face smashed against the glass, imitating Skipper, watching the turkeys gobble.

Dr. Andy Roark:
I really like the turkeys. I would take the Turkey over the deer every day of the week, I'm not a deer fan.

Stephanie Goss:
I was going to say, that's my question. Are you using the cowbell method on the turkeys, the same way you do on the deer?

Dr. Andy Roark:
I'm pro Turkey. No, I am pro Turkey.

Stephanie Goss:
You're pro Turkey.

Dr. Andy Roark:
Yeah. No, I've got deer that eat my plants. I've got bears that, there's one bear, he's a bad bear. I have a bad bear who just, he knows when trash day is and he just goes through the neighborhood just flipping them over. So Allison and I came independently to a solution, we were both like, how much does he want to get in this trash? Is it just that it's easy? And so we both were like, what if we got some sort of a latching mechanism? So I was like, we should get a latching mechanism. I came home when Allison showed me on her phone, I was thinking about getting this as a latch for the trash can. So anyway, so I've got it, it should be here today. We're going to try to latch the trash can, which is going to go one of two ways. It's either going to be enough of a headache, the bear is going to be like, nah, this isn't worth it, or the bear is going to tear my plastic trash can in half, and then I'm going to have to get not only a new trash can-

Stephanie Goss:
A new trash can.

Dr. Andy Roark:
Bags, but a new trash can as well. Or he's going to carry it off into the woods and I'll have to go find it in the forest and pick it up.

Stephanie Goss:
I can't wait to see the camera footage on that one.

Dr. Andy Roark:
We're going to definitely have to put the wildlife camera back up, so that we can see the bear interacting with our trashcan defense system.

Stephanie Goss:
Please do. Well, we have a great email from the mailbag today, but I have to caveat before I start getting into and unpacking the email. I need you to stick your fingers in your ears and la, la, la for a minute, because I'm going to read part of it that's going to make your head grow so big that you won't be able to walk through the door-

Dr. Andy Roark:
I remember this one.

Stephanie Goss:
Because it's a very nice email about you and so you need to stick your fingers in your ear.

Dr. Andy Roark:
I'm not going to listen to this.

Stephanie Goss:
So that you're not listening for a second.

Dr. Andy Roark:
I vaguely remember this from seeing it in the mailbag. Okay, go ahead.

Stephanie Goss:
Well, we got a mailbag from someone, it is a listener who is from Australia, which was awesome, because we love our international listeners. And they were saying thank you to you, Andy, in particular, because the Four Eyes Save Lives Campaign that you did, they said saved their life on more than one occasion. And they said that they were certain that they were not the only person in veterinary medicine who would not be here without it, and so they wanted to say thank you. And I applaud that tremendously, because that's something that I'm super proud of you, for the work on and our team for the work on.
And they had some questions about mental health struggles, because they were saying that they had been talking to the founder of a program at their vet school, and they were discussing the mental health struggles that our industry continues to face, and in particular talking about students. And they were looking at resources for introducing them to the vet students before they graduate. And in particular, what they were curious about was that it feels like there are a lot of new graduates and new vets coming out of school that are struggling with failure. And it seems like there is this impression that they're struggling to know what failure looks like, what it feels like and most importantly, how to cope with failure.

Dr. Andy Roark:
Sure.

Stephanie Goss:
And That there is conversation around vets feeling like failure is defining of them and their career and being destroyed by it, and makes perfect sense when you tie it back to the conversation about suicide prevention and awareness and just the mental health concerns that the industry is facing. And so they were saying that it feels like a lot of people are expressing that they feel really isolated and so they were like, what tools can we give to new grads in particular to help them feel equipped? And obviously they were like, this is a super complex problem and no one piece is going to fix it, no one approach is going to fix it.
But I think that's what I love about asking you in particular, because why I was excited to talk about this with you. Because I think you and I had a lot of conversation when we launched the Four Eye's Save Lives Movement, about the fact that the mental health concerns and mental health awareness in veterinary medicine is absolutely not one approach is going to fix it all situation. And we need to get beyond the fact, that there is one thing that we can do that will solve all the problems and look at it from a multimodal approach, like we do a lot of things that we're treating in veterinary medicine.
And so they just said, “Hey, I wanted to reach out and say thank you for helping save my life. And also if there's any resources that you can direct us to, or things that I could add into my toolbox, I would love to hear that.” And so we looked at it and I said, well, we can just reply to their email and send them a list of resources and obviously, have it be personal and from the heart, but I think it is a question that goes beyond that. And it was something that I was like, why don't we just do a podcast about it and talk about it? Because I think it goes beyond one person, and I don't think that they're wrong in saying that they're not the only person who's been impacted by this.
And I think mental health awareness is something that as a society as a whole, we're looking at more closely in ways that we're way past due to. So I think it's worth us talking about. So that's kind of where the email landed, we're looking at tools and resources particularly around failure and the overwhelm that comes with people feeling like they're failing. Which is something I feel like I know things about on a personal level and I know you do too.

Dr. Andy Roark:
Sure.

Stephanie Goss:
So let's talk about it.

Dr. Andy Roark:
I love this question. Why do vets struggle so hard with feelings of failure? I think is the first question. Whenever somebody writes to me and they're like, “Oh, this is what we're dealing with.” My first thought is always, why is that a problem? And I think the last episode that we did, we talked about favoritism in the workplace and again, we very much start off with, why is favoritism bad? What is the fallout from this? I think we have to do that for fear as well and so I start with the headspace on this and feelings of failure. And so let me just start here at the very beginning and just say, I'm going to speak in really broad terms and I don't want anybody to get offended or feel targeted by this. But I want to talk about veterinarians specifically and I'm sure this radiates out into our support staff as well and into managers also. But I just want to talk about, from personal experience I can talk about that at least pretty easily.
All right. So there's sort of four different things that I would call out from a headspace standpoint, that to me are the reasons that vets struggle so hard with feelings of failure. And so the first one is perfectionism. We have a culture that rewards perfectionists, all the way up until it doesn't. We have a training system that rewards good grades until you graduate and nobody gives a crap about your grades anymore. But by that point, we've totally indoctrinated our doctors and ourselves with this idea of perfection is what is required, we have to get the good grades and that's a problem for two reasons.
I'll come to the second one in a minute, but the biggest thing is we attract perfectionists, we train people to be perfectionists. And Dr. Ivan Zak, who's the CEO of Galaxy Vets, I was doing an interview with him and he said it as bluntly as I've ever heard it, he said, “Perfectionism is fear.” I mean, it is fear. When you say to someone, “Why does it have to be perfect? Why can't it just be good enough?” Their eyes will get big and they'll say, “But what if good enough isn't good enough? What if someone doesn't like it? But it's not right. But what if it needs to be perfect?” And there is a fear component that drives perfectionism, it really is. So we celebrate perfectionism, we celebrate making it perfect, making it beautiful, make it absolutely impeccable and that same focus is often absolutely driven by fear.
I heard this story. I'm a big guy for fabless and parables, and legends and things like that. I always love that stuff and look for wisdom there. There's this story, it's called The Sword of Damocles. And so the sword of Damocles, in this story there's this guy, Damocles, and he goes to the king and the king was Dionysius. So he goes to the king and he says, “Hey, you got everything, man. You are just crushing it, you're the king. You've got the world laid out before you. Man, I wish I had that. Gosh, I wish I was the king, that would be so amazing.” And the king looks down at him and he is like, “You want to do what I do? You sure?” And Damocles is like, “I totally do.” And the king says, “All right, I'll trade places with you. Tomorrow, you're going to come and you're going to sit on this throne and you're going to be the king, ready for one day.” And Damocles is just like, “I'm there.” And so the next day Damocles shows up and it was just like the king said it would be.
And so Damocles sits in the throne and everyone treats him like the king and the people come with their grievances and all of those things, but there's one subtle change. Over the night, the king ordered to have a sword taken, a razor sharp sword, and it was hung over the throne with the point pointing down and it was hung by a single strand of horses' hair. So this razor sharp sword is dangling over the guy's head while he sits on the throne and Damocles is like, “What is this?” And the king said, “You said you wanted to be the king, and so you're going to sit here underneath this sword, because at any moment you could be destroyed. And there are people who are always looking out to take you down and at any moment things could go wrong. And so you want to know what it feels like to be the king, yeah, you get to sit on this throne, but you've got this sword dangling over your head.” And that's called the sword of Damocles.
And so if you ever hear somebody talking about the sword of Damocles, what they mean is this impending doom that's just dangling by a thread over your head. And I like that story, because I think a lot of veterinarians live with this feeling that they're under the sword of Damocles. We feel like we're practicing and there's this sword dangling by a single thread over our head and any day, any time it might come down and that will be it. And that story captured that feeling of this thing hanging over our heads that could be catastrophic. And I hope I'm not wildly off base, but I'm sure I'm not the only person who has felt this.
And there have been times in my life when I went years feeling like the sword of Damocles was over my head and I was going to mess something up or things were going to go wrong, people were going to hate me. I was going to end up on the local news for doing something stupid, and I was going to get super malpractice. I was going to lose my license, the techs would hate me, the practice would go out of business, whatever the things were. You know what I mean? And it was all those things of spiraling to me living in a box beside the river and so I battled back against that with perfectionism, with hard work and perfectionism, but it was all driven by fear.
So anyway, the first thing that I would say, the reason that vets struggle so hard with feelings of failure is this massive fear and so it's not just failure. The truth is failure, what I've learned later in my life, is that failure is generally a setback on the path, it is not catastrophic. We are not living in the Stone Age, you are not going to be eaten by a bear or a feral turkey, or killed by a neighboring tribe. It is not life or death, fight or flight, but we feel like it is, but we still have this fear of failure. And the truth is, if your stitches come undone, you know what you're going to do? You're going to sedate the pet and you're going to clean the wound and you're going to restitch it.
That's what you're going to do and it ain't going to be the end of the world. But people go, “Oh my God.” And so we just embrace this fear and we have fear driving us in a way that a lot of other professions don't, but I think we attract people that are driven by perfection and fear of failure. And then that unfortunately, that behavior is positively reinforced all the way up until, it's not because you burn out, you have anxiety, you get depressed, you do whatever. So anyway, that's number one for me. So when I say that, first of all, let me just check in with you, Stephanie, does that resonate at all? Does that feel true? Have you seen this?

Stephanie Goss:
Oh, yeah, for sure. And I love your point about, I think it is in part is a system problem in veterinary medicine and all medicine, because human medicine is the same way and I think that that's a system that we have to figure out how to work around. And so I love where this person was coming from with their email, which is you have to acknowledge that and you have to start acknowledging that and recognizing and maybe we can make changes, maybe we can make huge changes within the system itself. And it starts with just acknowledging that all of these students who are in vet school, that system is not going to go away overnight. That system is not going to change and so we have to recognize the barrier that that system creates and to figure out how to work around it, because that's not going away anytime soon. I mean, there has to be some sort of system by which our veterinarians are educated, just that's how it is.

Dr. Andy Roark:
Yeah. No, I agree with that. I think there's ways we can do it. I'll talk about that when we get to action steps. So I'll sort of come back to maybe some ways to approach this. The first thing is to acknowledge it and hear what I'm saying and decide if you believe me or not, but that fear, that positively reinforced fear of failure, it's a powerful motivator, but it's also a double-edged sword.

Stephanie Goss:
Well, yeah. So I think the other side of that sword from a leadership perspective, what you said resonated with me. And I think from the other side, a really important thing that we have to step back and look at as leaders and I wish I have had this pep talk and have shined this light at some of my veterinarians, and I wish that all vet students got it. And it is somewhat heartbreaking to me that they aren't. It's pretty heartbreaking actually, but is that failure doesn't define us. It's what we do with the lesson from failure that defines us. And so failure, I would actually argue is a good thing, because let's take you being a veterinarian.
If you, Andy, never had a patient dehisce, how would you know to fix it? You would know in theory, but if you hadn't experienced that failure of the suture, how would you know how to fix it? And that's some of the most powerful lessons come from that failure and learning about resilience and that's something that we as humans don't learn enough about, and systemically we're not teaching young veterinarians. And so I applaud our writer for looking at, how can we teach this? And from a leadership perspective, I think that one of the healthiest things that we can do is really learn about resilience and also about the fact that failure is not the definition of who any of us are. It's what we choose to do with the lessons that we learn from that failure that really help shape us.

Dr. Andy Roark:
Yeah, it's funny, I've had this experience in the last couple of years. So Uncharted is absolutely blowing up right now, we are doing so much and things are just really going so well in so many ways and holy crap, we've just got a lot going on and 2024 is already shaped up to be a really huge year. But the last year and a half up until 2021, let's say 2020 and then 2021, those were hard years for me personally, in that Uncharted was growing fast and people were like, “Oh, your company's growing so fast, it's got to be great.” And I was like, “I'm getting my butt kicked, because I don't know how to run a company that's twice as big as what it used to be and we've never juggled this many. We haven't juggled half this many balls and we're doing it.”
And I've thought a lot about that and the truth is, I can look anyone right in the eye right now and say, “I know with complete certainty that I am significantly better at my job than I was a year ago or two years ago, for sure.” Without a doubt, I can look at you and say, “I'm better, there's no doubt.” And you say, “Well, how do you know that you're better, Andy?” And the answer is, I struggled, because I can look back a year and I can say, “All right. A year ago I had this problem and that's what I did.” And now I would tell you, “I wouldn't do it that way. I wouldn't do it that way, because I saw what happened, I learned from it and I fixed it and I will never forget the struggle of figuring it out and working through it.”
But if you don't have failure, if you don't have setback, you're never going to know that you're good, because you're just like, I don't know. I came out of vet school and everything was fine, and now it's been three years and you know what? Everything is still fine. Basically, I feel like I'm exactly as good as I was in vet school, because I've never had a setback that I can look back and compare myself to. To me, it basically feels like I've been lucky for three years and I've had years like that and so have other people, where you're not pushing yourself and that's not bad. It's not bad to always, no one's goal should be to always feel like they're failing.
But if you really honestly look at yourself and I said to you, “Convince me that you were better at your job now than you were a year ago.” And you've got nothing, you can't look back at something you did a year ago and say, “Ooh, I would do that differently now.” I don't know that you're growing and again, I don't know that we have to constantly grow. I think growth can come in waves, I think it totally can. But if you're having that thought and you're like, I don't know what I'll do differently. It might be time for you to stretch your wings, my friend, it might be time for you to get a little bit uncomfortable, so that we can continue to grow.
But that's not what we're taught and that's not how we're taught. We're taught that we're supposed to come out and we're supposed to be perfect, and we're supposed to never make a mistake lest you'd be struck down, that's ridiculous. But I think that that's a lot of what we are led to believe, at least and I internalized that, and no one intentionally told me that. I don't think there's anyone bad out there who's saying to people, this is what is expected of you, but I think culturally, I think we find that messaging and we bring it in a lot.

Stephanie Goss:
Well, I think the culture is that you reach this pinnacle and you are getting credentialed as a doctor, and therefore the culture exists that you should have all the answers, but that's not true. No one graduated human medical school, veterinary school and had all the answers. And so I think we have got to start breaking down that idea that this is the end and we have to start looking at it as this is the beginning. And that's a hard thing for especially young new grads coming out of school, because I did not go to vet school, but I went to graduate school and I can imagine the stress for me, finishing was like it's a weight off my shoulders.
But I didn't look at it the way that I think a lot of my veterinarian friends looked at it, which is I have slogged through years of school and now I am starting over at square one. Who wants to think like that, that is overwhelming to think now I'm going to start at the bottom again and have to work my way up. You want to come out of school and feel like I know things and I'm going to do things. And so we have created this culture where people are like, “Well, I've done all of this work already and so I should be able to just keep moving on.” And we have not created a culture that supports, okay, you've finished school and now you're going to learn a whole new thing, you're going to learn how to doctor in an everyday environment and so we have created this culture where it feels like fear.
And so a lot of my doctors have said to me, “I feel like I have to step out of school and I have to be more perfect. I have to know more than I actually know, because otherwise I am failing to feel like I'm starting over at square one as a new doctor in practice.” And after going through all of that school, who wants to feel like they're starting over at day one? But if you ask anybody else who goes into another career, I would have told you when I finished school, the first thing I would have said is I have no idea what I'm doing. Yes, I went through all of the schooling, but that doesn't mean that I'm an experienced teacher.
So people are looking at me as a student teacher expecting me to make mistakes, expecting me to screw it up, because I'm learning all over again and I don't think that we afford that same opportunity to doctors and to veterinarians. We create this environment where it's like, you did the school and now you've got to be perfect and you've got to have all the answers, and you've got to have it all figured out and that's bullshit. It's total bullshit, because you've never been a doctor before, you don't know how to do the thing. You are truly starting over and learning a whole new role in a whole new job and we have to create that safe space for that to be normalized, and for those mistakes and the risks to be taken in a safe environment.

Dr. Andy Roark:
Yeah, I agree with that. There's this quote and I'm going to miss-phrase it, I haven't seen it forever, but basically it's the idea that human beings works in progress, who think they're finished and I think that that's true. So anyway, the first one I put forward is fear. Fear is a driver of why feelings of failure are so scary, we have a lot of fear. The second one I'll put forward is that we're a profession full of people pleasers. We get external validation-

Stephanie Goss:
This one's huge.

Dr. Andy Roark:
We want to make everybody happy, we want to be compassionate and have people be compassionate to us and the idea of letting people down is not okay, and most of us have had zero conflict management training. We don't know how to deal with angry people, we don't know how to not take that stuff personally, because no one's told us that or no one's talked to us about it. And so I think that headspace, if you're a people pleaser, recognize that you're a people pleaser and people pleasers really struggle with failure. They don't want to let people down, they don't want people to be upset with them, they're afraid of conflict. And again, these are all things that we can work through, they're all things that we can teach to young people. We can teach them to young doctors, we can teach them to our CSRs, our technicians, our assistants, everybody I think should have basics of conflict management. If only Stephanie, if only there was an organization that was doing something absolutely baller, coming down the pipes to help people with conflict management. If only we had-

Stephanie Goss:
I can't imagine.

Dr. Andy Roark:
I know, if only we had workshops and virtual summits like our team lead summit that's coming up and our culture conference. We've got our online one day culture conference coming up, it's right around the corner, it's in October I think, we're doing culture conference. And so anyway, we could put links in the show notes, but I mean, if only. Anyway, we're people pleasers and that amps up our feelings of failure.

Stephanie Goss:
For sure.

Dr. Andy Roark:
And so I think part of it is if you're terrified of failure, ask yourself, am I people pleaser? Is that what's driving this? Number three is, and this kind of ties into fear and fear, but it is amazing how many doctors and highly successful people. This is the thing I'll tell you, highly successful people, they have their self-worth wrapped up in achievement. They feel like they have to earn love or they have to earn respect, or they have to earn the right to be in the building every single day by getting things right. And again, this matches up a lot with perfectionism, but it's different, but it is that self-worth.
I found this in myself over the years, because I very much am a goal-oriented person and I'm a get stuff done person. I do feel like every day I have to show up and bring value, I have to be worth it for people to interact with me and at some point you go, this is bonkers. You've built up your account, Andy, you are a helper, you are a supporter, you do good work, you care about people. You don't have to get everything right today to be worthy of your spot on the team, that's ridiculous. You don't have to get everything right to be worthy of love, or respect, or admiration, or friendship. You don't have to be right all the time in order to be worthy. And again, these are all things I said, I can't quantify. I can't say what percentage of people believe that, but there are so many of us who feel like we have to earn our spot every day and being wrong, coming up short. Secretly we're worried about getting kicked off the island, secretly we're worried about people turning off the friendship faucet, or the love faucet.
And I'm sorry, you've been cut off and now you're shunned from the group and we know that doesn't happen. We would never do that to anybody that we care about, but we think other people would do it to us for some reason. Again, most of these are not conscious thoughts, but I swear they're so common in doctors when you dig into it and you push them around a little bit and you get them to tell you why they're acting the way they are and what they're thinking. But man, the number of doctors who feel like they have to earn their spot, they have to earn their white coat every day, they have to earn their place, it's pretty enormous. And again, these are all things that we can address, they're just places that we allow our heads to go and stay. But boy, feelings of failure are not about feelings of failure. They're generally about what failure means to you.

Stephanie Goss:
Well, and I think that feeds back into the system that you're existing in. I mean, we go through school and we're judged by our output and same in vet school. You're being judged by the hours on the floor, and the number of cases that you're seeing and the number of answers that you're getting right on tests. All of those things are achievements and you're being judged on it the whole way along. And so when you go into a job where you are now, maybe there is still, you know how to measure yourself after going through school, you know what achievement looks like.
And when you go into practice, or not even necessarily into practice, if you're in industry and using your degree in a way that isn't in daily practice. But when you get out of vet school, the way that you measure achievement and the way that you're measuring success is radically different than it has been this whole time that you have been in school. And it's the same for people who didn't go to vet school, but I guess people were conditioned that way. And we have to learn a new way to measure our success.
And you and I have had this conversation, because a lot of what we do in our work, success is not measured by the output. If you measured us by the output, we would be exhausted, we would have to show up and be on and produce, do workshops and webinars all day every day. We would burn out very, very quickly, because our job is not one where we measure it by way of output and I would argue, neither is veterinary medicine. Sometimes to figure out a case, you have to sit with it and it takes time.
And so if your only measure of success is the number of patients that you see in that day, then by that measure you are going to be failing, but you're absolutely not going to be failing that patient that you take the extra time to figure out their case on. And so I think that's part of it, is that because we measure by the self-worth, by achievement and we have a system that rewards that all through vet school. We have to figure out how do we redefine that for ourselves and for our teams, so that we know what is that measure of achievement so that we can deal with the guilt factor on a personal level.

Dr. Andy Roark:
The flip side to self-worth, the flip side to, I have to show up and earn my place today, I have to earn respect today, I have to earn friendship today. The flip side to that is still self-worth. But if you've ever heard me tell a story of, there is no dragon, then you'll kind of know what I'm talking about here. There's a lot of us that have convinced ourselves or we have been convinced that there is some achievement ahead of us, that if we get there, then we will know we are worthy. We know we are worthy, we'll know we're worthy of whatever, admiration, success, however you define success in your mind. If we slay this dragon, everyone will know that we are worthy and we all know we're worthy. And that's sort of the story of there is no dragon and the truth is there is no dragon.
There is no dragon that you are going to get to and you're going to accomplish it, and then you're going to know that you're worthy. It is just not going to happen, but so many of us have chased dragons our whole life. We thought, I just want to work in a vet hospital, when we're teenagers. I just want to work in a vet hospital and so you volunteer and then well, I just need to get my college degree, and then I just need to get into a vet school. And then you've got to vet school and you're like, well, what now? And you're like, well, I guess I need to be a specialist, or I need to get this internship, or I need to go to work at this specific hospital. And you get there and you're like, but what now? Well, I need to have this ability, this skillset to know these techniques, to have this value in the practice, but it never ends.
And I can just tell you, whatever the dragon is that you're chasing, you think is going to make you worthy. It's not going to happen. If you're uncertain of your worth, there's no external achievement you're going to get, that's going to settle that issue for you. You're going to have to do the work of figuring out that you are worthy and you're going to have to be able to come to that yourself, and there's lots of ways to do that. I think it's beyond the scope of what we're talking about today. But if you're like, oh my God, when I accomplish this, I'm going to be worthy. I would say, “My friend, I think you're setting yourself up for a hard pace.”
But the other thing too is, if the only way you're going to know that you're worthy, if the only way you're going to know you're successful is if you achieve something, then suddenly setbacks to that achievement feel catastrophic, because it's not just a short setback. It is a shot, maybe you are not worthy, it puts your whole value system into question. And so when we've got this thing we need to do.
It's like, again, my wife is a college professor and she's in biology and man, you see some of these kids and they are kids, they're 18, 19 years old. They have come in and they have decided that they need to be a physician and that will make them happy. And when they're not going to be a physician, or it's not a good fit for them, if you tell them that they fall apart, because their whole self-worth is based on, I will become a doctor, a physician and then my life will be good and I will know that I'm worthy. And boy, when they come up short, they get the C minus in their intro biology class and man, it is absolutely earth-shattering for them. But it all comes down to that same mentality.
That brings me to the last point, speaking of identity and what makes us who we are. Again, there's this other terrible habit in vet medicine that I see all the time, for veterinarians who internalize their job as their identity. They are the veterinarian, that's who they are. They visualize that in some way, shape, or form and they are a vet. That's not what they do, they don't say, “Oh, this is what I do.” What do you do for an occupation? They're like, “Oh, no, no. I am a veterinarian.” Not, “Oh, I do veterinary medicine or I'm a practitioner or whatever. I am a veterinarian.” And again, I've said that, I've said that many times. It's not bad, as long as you don't let it honestly take you over.
But I know so many of our colleagues who just identify to their bones as a veterinarian, which means when a surgery goes bad, it's not a bad day. It's a shot at who they are as a person. When someone says, “If you cared about this, if you really cared about dogs, you would do this for free.” And anyone who sees vet medicine as a job would be like, “That's ridiculous.” Anyone who sees being a veterinarian as their defining identity would say, “How dare you? How dare you question what I have put into this? How dare you question who I am and what I do?” And they take it really personally, and I get it. But again, it's a false definition, it's a hollow place to go. And it just sets you up to always being afraid, because if you fail in whatever it means in your mind to be a veterinarian, then you don't exist as a person anymore.
And again, I said I was speaking in broad generalities. So I don't want people to say this is true of everyone, but I suspect that every doctor listening to this podcast has hopefully at least been able to empathize with one of these positions. Anyway, I think that that is a classic is, for God's sake, and people don't like it when I say this, but I'm going to say it again, because it's my podcast. Vet medicine's a job, it's a job, that's what it is. I love it, it's a great job, I'm proud of it, I enjoy it, I look forward to it. I wouldn't want a different job, but you know what? It's a freaking job and I'm a husband and a father, and I work in my garden and I do improv comedy and I do CrossFit, and I play nerdy D & D games with my friends and I paint. I do so many things, I'm not just a veterinarian, there's a lot to me.
And if someone took my veterinary license away from me, you know what I would do? I would go on, I would go on, it would break my heart and I would cry about it, but then I would go do something else. It'd probably be something related to vet medicine, but I would go on, because it's not the end of me. I am a person and if I suddenly developed terrible allergies and couldn't be around pets and I wasn't able to walk into a vet clinic anymore, I would go be something else. And I would always remember when I was a vet and I would love it, but I would go be something else. I would go start an escape room company and I would make escape rooms, because I'm an escape room nerd too, but that's what I would do. You know what I mean?

Stephanie Goss:
Yeah, I do.

Dr. Andy Roark:
I would go open a nerdy bookstore, but again, it's because my job is not who I am. But boy, when I was in my thirties, it was who I was. And I talk a lot about that time in my early forties when I just crashed and burned out, it's where there is no dragon story came from. But a lot of that was my whole identity was wrapped up in my job and man, it ain't what this life is about, I promise you it's not. I promise you it's not.

Stephanie Goss:
I think this feels like a good place to take a break and then come back in, talk about some action steps.

Dr. Andy Roark:
Let's do it. Yeah, because there's been a lot of headspace here. But let's get into some action steps of what we actually do to try to help out the next generation.

Stephanie Goss:
Did you know that we offer workshops for our Uncharted members and for our non-members? So if you're listening to today's podcast and you are not a member of Uncharted yet, you should be. But this is not a conversation about joining Uncharted, this is a conversation about all of the amazing content that we have coming at all of you. Whether or not you're a member through our workshop series, you should head over to the website at unchartedvet.com/events and check out what is coming. We have got an amazing lineup on the regular. We've got something every month, sometimes two or three things in a month coming at you to expand your brain, to talk about leadership, to talk about practice management, and dive into the kind of topics that Andy and I talk about on the podcast every week.
So now's your chance, stop what you're doing, pick up your cell phone, I know it's not far from you, and type in unchartedvet.com/events, see what's coming and sign up. They are always free to our Uncharted members and they have a small fee attached to them, if you are not currently a member, you can get all of the details, pricing, dates, times and register. Head over to the website now, I want to see you there.

Dr. Andy Roark:
All right. So let's jump into this. So we've got some action steps. So the question was, what do we do about young doctors or vet students that are coming out, and have such terrible concern about failure or feelings of failure and things like that? Well, what are some resources and how do we set people up for success? And again, this is a modest proposal. I don't have all the answers, but I obviously thought a lot about this and so here's my best shot and what I'll put forward. This is Andy's wishlist for vet medicine to take care of its own.
So the first one is call out the reasons that vet struggle, that I mentioned above. We need to normalize talking about this, we need to normalize the idea that vets shouldn't be afraid all the time, your job should not be your identity, it's just a job. You should be able to take your coat and your stethoscope off, you should be able to take your scrubs off and you should be yourself and you should be happy with that person. We should understand what our self-worth is and where it comes from, and you are worthy, you don't have to prove it every day and a lot of that, that also goes to being a people pleaser. We've got to internally validate ourselves and I do think that the part of that is education, is we should talk more about what it really means to be a good vet. And that goes way back, just what it means to be a happy and contented person, who sees themselves as worthy and who doesn't need to be a people pleaser. But I think that we need to start talking about those and normalizing those things.
And the last thing is we need to normalize the tendency we have to feel fear. We need to talk about the fact that this is a common part of our profession and so all of those sorts of things. I think training and conflict management matters, I think getting your head straight about your own self-worth and things like that and doing that work to separate it. If your self-worth comes from your job, I would encourage you to dig deeper and maybe start to find some other perspectives on that sort of thing.

Stephanie Goss:
I think it's really important what you said about calling out the reasons that we struggle and that vets in particular are struggling. And I think it's also very important that we take a step back and recognize that, we gave four reasons right at the start, why we think that failure is a challenge? That's not an all-inclusive list. There may be reasons that a vet, listening to this podcast is, someone might be listening and say, “Oh my gosh, I see myself in all of the things Andy mentioned.” And there are other people that might say, “I didn't see myself in any of those. I have these other problems.”
And I think when you said we need to start talking about it and we need to start normalizing it, I think a really important part of the conversation is recognizing that all of us walk different journeys. We all got to veterinary medicine by varying paths and there is no one list that is ever going to be exhaustive for the reasons why veterinarians struggle, and we need to make space to validate that for all of us. It doesn't matter why somebody else has different reasons, they shouldn't have to prove their reasons, because they're not on Andy's list comparatively.
And I think when we start to talk about a lot of this in veterinary medicine, and I'll use the example of talking about the Four I's Save Lives Movement. There's the conversation of, well, that wasn't the whole list, there's way more that we can be doing. No one is saying that's all we are trying to do. It is one piece of the bigger puzzle and so I think it's really important for me, as we start to talk about these action steps, that everybody has to recognize that everybody is coming at this from a different place on the path. And so we have to create that space. We, being us here today, having this conversation, but also we, as a whole, as an industry have to create the space for everybody to be able to have a seat at that table and say, “My reasons might be different than yours, my experience might be different than yours, but we're here for a commonality and that's important.”

Dr. Andy Roark:
Yeah. No, I think you're spot on. I'm really glad you said that. The other thing I would say, is I could see people pushing back on this too as well and say, “But Andy, if people aren't pushing for perfectionism, if they're not afraid of failure, then they're not going to try as hard- “

Stephanie Goss:
Sure.

Dr. Andy Roark:
“Or we're not going to have as high a standard of care as we could.” And I just want to go ahead and say, I don't buy that. Fear is a motivator, it's not the only motivator. We can absolutely work hard, we can push ourselves, we can set high standards, we don't have to be afraid of them. Look at the greatest athletes in the world, they're not terrified. If they were terrified, they probably wouldn't be the greatest. They have found their motivators, they have bought into what they're doing, and they continue to grow and perform and push themselves, they just are accepting of their setbacks.
In fact, when you look at a really high performing athlete, some of the psychology research, I think it's fascinating. Is you look at these guys who are huge pros and when they make mistakes, when they drop balls, when they make errors, they just don't think their ability to let it go is one of the reasons that they are the best. Is they go, “Oh, all right, well.” And they just don't think about it. But the people who ruminate on how they struck out last time, how they missed the big shot, they're not able to perform at that level or get back to that level as quickly. So anyway, I'm not saying when we start talking about this and addressing fear, that doesn't mean coddling, it doesn't mean lowering our standards. It just means being honest about how we motivate people and trying to lean into healthy motivators, as opposed to motivators that wear people down.

Stephanie Goss:
Well, and I think your sports, your athlete metaphor there is a great one, because I think we already talked about this in the headspace piece, but the next piece of it I think has to be about normalizing failure. And when you talk about an athlete, a professional athlete, it's not that they don't care that they made a mistake. The process is making mistakes is going to happen. Do you wish that it happens during a scrimmage versus during the Super Bowl? Yes. That's as much sport balling as you're going to get from me today, by the way.

Dr. Andy Roark:
I was going to say, I'm seeing a new Stephanie Goss here. Was like, that's right, she's onboard.

Stephanie Goss:
But is that the case? Yes, absolutely. Of course, they're going to wish that it happened when there's low stakes or no stakes versus the high stakes. And at the same time, the system recognizes that there is going to be failure, and what did they do about it? They watch tape, they analyze it, they learn from it. It's a part of the process, it's a part of the model and I think this is where manager, Stephanie, gets on the soapbox, because we don't, as an industry, do enough to normalize failure and create the space for us to make those mistakes and actually learn from them, because we're so driven by the fear. It's like, oh, we can't make that mistake again, or someone is going to put us up for a board complaint, or oh, we can't make that mistake again, because we're going to lose a client. We drive ourselves with fear as the only, I would argue, often the only lever in our practices and we've got to stop doing that.
Because imagine, hallucinate with me for a second. If we had a space where it was like, yes, we are human and we make mistakes and we did like athletes did and we analyzed that, we learned from the failure and we created a new model. The next time we would be very different, we would have veterinarians who feel very different about that failure and it's not to say that I, and people will say, “Well, we can't have that kind of cavalier attitude when pet's lives are in our hands.” I'm not saying we'd be cavalier about it at all. In fact, I'm saying the opposite, recognizing the gravity of that and knowing we don't want to make the mistakes. We want to learn from them, and we want to get better, and we have got to normalize that failure and create the space for our team to learn from those mistakes. That doesn't happen in a vacuum in sports either, they have a system for it and we need a system like that in veterinary medicine.

Dr. Andy Roark:
Yeah, I agree. I saw the story before. One of the most positive mentors or examples for me when I was at Florida, and I've had him on my podcast, The Cone of Shame podcast, is the other podcast that I do. I've had him on the podcast a couple of times, is the legend, Dr. Michael Scher. So Dr. Michael Scher is an internal medicine specialist and quite possibly the most brilliant clinician I've ever met and I've met a lot of them, he's definitely up there. But I remember from being a student, this guy is a legend, and he told stories of his failures. He would talk about the cases that he got wrong and how he learned these lessons and he talked, so in Florida, he was known as uncle Mikey.
So if there's any Florida Gators out there, you'll know uncle Mikey. But anyway, but uncle Mikey, but he would talk about his pile of bones and he would just mention it, was like, “Ah, so that one goes on my pile of bones.” And it's like, “Yeah, I add it to my pile of bones.” And I'm like, this guy's a legend and he just goes, “Oh, it's my pile of bones.” And he'd be like, “I've got a bigger pile of bones than anybody.” It's like, yeah, because done more than anybody. But it was so healthy, and the fact that I still remember him talking about his pile of bones, because I was like, this guy's a legend and he's just very open about it, I learned that one the hard way.
I think he did a lot for me about modeling that behavior, modeling the behavior and normalizing failure. I think we've got a lot of specialists that teach vet students that whether they mean to or not, they model this behavior that perfection is what is expected. And I want to stop and give a shout-out to those vet school professors, the clinicians who are there, who are like, I don't know. I don't know, we're going to try this and we're going to see what happens and if it doesn't work we're going to do something else. You can be absolutely genius and still say to the students, “I don't know. I tell you what, last time I did this, it did not go well and this is why.” And I respect you more for that, but I think we have to model that behavior.
The last part I think I'll probably put in, well, probably the last part, is I want to keep pushing the idea that the middle of success feels like failure, and that's just something that I've been dealing with a lot and talking a lot and thinking about recently. It goes back to what I said before, so I won't belabor this point too much, but I told this story before about, I know I'm better at my job than I was a year or two ago, because I can look back and say, “Oh, I wouldn't do this the same way now, I would set this up differently. I would get different people on the bus, or I would set this agenda up this different way, or I would set a different timeline, I would start with different resources.” Whatever I would do, but I look at it, I can know that.
Well, the middle of success feels like failure. Like I said, Uncharted is blowing up and it's like, man, this feels like success. Things that we were doing great, but I would tell you jump back a year or two ago, and we had hired a bunch of new people and we were onboarding multiple people at the same time. And we were not going as fast as I wanted to go, because I was like, we got a huge opportunity. It's just slow-going and I felt like I was failing. But the truth is, I was halfway to where we are today and I go, “Oh, well, it worked out. This worked out well.” But the middle of success feels like failure.
I think we all get excited about the beginning and we all get excited about the success at the end, but we forget that the middle feels like Sisyphus pushing the boulder up the mountain. Man, I'm telling some great stories today, but it does, it feels like you're just rolling this boulder up and you're dropping it and it rolls back down and you're like, this is clearly failure. It's like, yeah, it feels that way until it's not failure anymore, until you make it. So the middle of success feels like failure. I think that's just part of normalizing failing and making adjustments.
So anyway, the last part is, I'll say, I really think is when you talk about what motivates people beyond fear. One of the ones I've been thinking a lot about recently is the moose story and so we got a newsletter at DrAndyRoark.com and I write for it every week. So if you want to see my musings and my ramblings, it's free, you can get it at DrAndyRoark.com, you get it safe. But I wrote an article about being a moose truther recently and well, the basic story was, you and I talked about the vacation I did with my family up to Maine and we went up to Nova Scotia and my wife really wanted to see a moose. That was her number one thing and every day, me and the kids jumped up and we looked for a moose.
So we would do a morning hike to get out into the wilderness, try to find it and we would do a dusk hike or walk. A lot of times we had dinner, we'd been doing stuff all day, we just want to go to bed, but we're like, “No, we're going to find that moose.” And so we would get up and we would go back out and we would do this extra thing and at the end of it all, we never saw a moose. We never saw a moose, I'm pretty sure that they're fake, they're a joke. They're a park system and the Canadians are playing on the rest of us. I think that they're a very successful Sasquatch, is what I think. So they're a joke, they're like how some people feel about the moon landing is how I feel about moose.
Anyway, but here's the truth, I'm so glad we had a moose to look for. The moose was the reason we got up and we went and we walked and we hiked. And the truth is, I don't care that we didn't see the moose, because we did so much awesome stuff and the things that we did and the places we went, they were beautiful and they were wonderful. And I don't know that we would've gone there if we weren't looking for this moose that we never saw. But I still have these wonderful memories of doing these things with my family.
And so it's not about the achievement, it's not about what we accomplish. It's about having a reason that we go and do the hike, it's about having a reason that we get out of bed earlier than we otherwise would. But I think that we can all find that, it doesn't have to be fear. It wasn't a horror vacation, I wasn't afraid of the moose. I wasn't like, “Kids, we have to pack up the tent before the moose comes.” It wasn't fear based at all, it was a 100% an exploration. I don't know, it is sort of a sense of wonder, it was looking, it was being present and so I don't know. I think that we can teach medicine in that way and encourage people to not be afraid of failure. But instead to figure out what their moose is and then to go find it, because vet medicine is amazing and I think we need to talk more about that.

Stephanie Goss:
So we're almost out of time for this episode and we talked about wanting to share some resources and having some stuff to drop in to the show notes, because we could keep talking about this, I feel like forever. Do you have some resources that you want to talk about and share?

Dr. Andy Roark:
I do. I do. So big things for me, we need to be celebrating peer groups. I think having those interpersonal relationships are so, so important. If you're afraid of failing, having some friends around you who are also in the boat with you, who also have failed. I can't tell you how much it meant to me to work with other doctors who are like, “Oh, I made that mistake before.” Or just to say, “Well, I didn't do that one, but I did another one.” I was talking recently about getting the doctors together at the vet practice where I practice and we just had a doctor's thing and we went and hung out. Basically we just traded stories about how we'd screwed up and how things had gone badly, and it was the most cathartic and helpful and positive session that I've had in a long time.
And so peer groups I think are really important, other peer groups outside of your practice, I don't know. There's this thing called Uncharted, it's a wonderful community of people who, if you're listening to this podcast, you're probably a lot like the people who are on Uncharted, but Uncharted is a great community. I really love those Power of 10 groups, if you are looking at your local VMAs, they do it. The VMG groups, the veterinary management groups, if you're an independent practice owner, they do a great job. AHA does a pretty darn good job, I got to say, AHAs community is pretty solid. The AVMA committees, getting involved in a committee can be really great. There's vet school alumni groups, there's Pride VMC, there's groups like that. The Multicultural Veterinary Management Association, whatever your interests are, there's people who's doing that stuff and having those relationships is really insular against the struggles I think.
Oh, I was going to say to vet students, stay in touch with your classmates, don't lose those relationships, because just having people to reach out to is important. As far as resources outside of peer group, man, there's a lot of them. Not One More Vet Group, NOMV, their Lifeboat program is really solid, there's some really good people involved in that. The VIN Foundation does exceptional work, the Vets For Vets and there's also support for the support staff.

Stephanie Goss:
Support staff.

Dr. Andy Roark:
I think we should normalize therapy as a tool. Stephanie, you and I mentioned it a lot and I feel like we do a pretty good job of bringing up and being like, “Hey, if you're wrestling with something, you would pay a consultant to fix your business. Pay a therapist to walk through with your personal life and help you get things figured out and get your head straight.” I think normalizing therapy is great. Encouraging relationships and hobbies outside of our profession is huge. I listed all the stuff that I like to do and what I am beyond a veterinarian. I really think that having those relationships and having people who don't care that you're a vet, I think that's super healthy and I think having hobbies that aren't vet medicine is really healthy.
And the last thing is if you're a senior vet, then you got to model healthy behaviors. Those of us who are out here, who have taken our lumps and have come out the other side and know that everything's going to be okay, we don't need to impress the young vets. We need to be their friends and we need to support them, and we need to let them know that they're good enough. And I go back and often the classic, and I don't want to start any drama with this, but there's an archetype of certain, it's usually technicians who really want to impress the pet owners and really want the pet owners to know that they're smart. And so they go in and they use huge words and vocabulary, and we've all seen this archetype. Not all techs of course, but it's an archetype, it's like a stereotype that we know. And so anyway, there's that.
The veterinarian equivalent of that, because vets do it too, but a veterinarian equivalent that looks kind of similar, is the more senior vets trying to convince the younger vets that they're super smart and they know the answers. It's like, man, you don't have to convince them you're smart. You've got a heck of a lot more experience than they do, just be their friend and be a supporter and just meet them where they are and let them know that everything's going to be okay, it's the exact same thing. So anyway, you don't have to be all things to all people, you don't have to show people that you're perfect. Just show younger vets how you have figured out ways to balance your own life and just be a good model.
And if you're happy in vet medicine, make sure you make relationships so that the younger generation can see it. I think a lot of them go online and all they hear is from people who are unhappy and they think, God, everybody's unhappy. It's like, man, there's a lot of us that are doing just fine. But anyway, that's it, that's enough from me. I know I've ranted on and probably made this episode really long, but I hope this is valuable for somebody. Obviously this is something that I care a lot about, but I hope that there's some pearls that are useful.

Stephanie Goss:
I think so. I will drop links in the show notes to all of the resources that we mentioned and probably a few more that we think of along the way. I hope everybody is having a fantastic week and we'll talk to everybody again next time.

Dr. Andy Roark:
Thanks everybody.

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 Maria Pirita · Categorized: Blog, Podcast · Tagged: communication, culture, management

Sep 13 2023

Can You Clone Yourself as a Manager?

Uncharted Veterinary Podcast Episode 249 Cover Image

This week on the podcast…

Practice management geek Stephanie Goss has invited her friend and coworker from Uncharted, Maria “The World is a Better Place with You In It” Pirita, CVPM to join her in a dive into our mailbag. Maria is a Certified Veterinary Practice Manager, Elite Fear Free Certified Veterinary Professional and former hospital administrator. In her work with Uncharted Veterinary Conference, Maria has presented to veterinarians and teams across the US and Canada on topics including feedback, coaching, team building, and positive work culture. Maria loves any activity that involves creativity or learning something new. This leads to an abundance of hobbies including crafting, traveling, cooking and aviation. Her willingness to be creative is part of why Stephanie wanted her to join in on this conversation, because it is right up her alley.

Stephanie and Maria are ready to tackle an email from a team leader who is feeling pulled in so many directions. They are struggling to find balance in the chaos of practice and wondering how to get their work done as a practice administrator AND get their work done as a manager – that is, making sure everyone else gets their work done. Let's get into this…

Uncharted Veterinary Podcast · UVP – 247 – HoF #218: Performance Reviews That Don't Suck

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 your challenges and would love to feature your scenario on the podcast.

Submit your questions here: unchartedvet.com/mailbag


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Episode Transcript

Stephanie Goss:
How many times have you called a client in the last three days, left a voicemail and then had somebody call back and say, I had a missed call from you not even having listened to the voicemail. Look, the data shows clients want texting. They want online and digital communication. So if your practice does not offer texting two-way with your clients, you are missing out in a big way and you're also in luck because our friends at SimpleTexting have done the research that one in three clients check their text notifications within a minute of receiving a text, one in three, and that goes up to 85% of all of our clients within the first five minutes after receiving a text. So if you're listening to this and your practice isn't yet texting two-way with your clients, you are missing out in a big way. And I don't want you to miss out anymore, and neither does Andy.
So our friends at SimpleTexting have put together a deal for you, our Uncharted listeners. That's right, they have got texting plans that you can try for free for 14 days, but if you go to simpletexting.com/uncharted, they are going to give you up to a hundred dollars worth of free credits when you sign up for texting for your clinic. There is no reason, none whatsoever today to not be texting with your clients. So if this is you, head over to simpletexting.com/uncharted, get your deal, check out all of the amazing options.
Hey everybody, I am Stephanie Goss, and this is another episode of the Uncharted Podcast. This week on the podcast, I invited my friend and coworker Maria, the World is a better place for having you in it, Pirita to join me. And we are diving into a letter in the mailbag from a manager who feels like they are constantly, constantly, constantly trying to split themselves in two. They're wondering if cloning themselves is an option to surviving as a manager. We'll dive into the details in just a moment. Let's get into it.

Speaker 2:
And now the Uncharted podcast.

Stephanie Goss:
And we are back. It is me, myself and I, Stephanie Goss this week. I am without my partner in crime, Dr. Andy Roark, but I have a much more beautiful and amazing replacement in my partner in crime, Maria, the clone, Pirita

Maria Pirita:
That's so cool. The clone.

Stephanie Goss:
Yes.

Maria Pirita:
Whose clone am I?

Stephanie Goss:
Well, that is a frightening thought, two maria Piritas in the world is a spicy, spicy, spicy thought.

Maria Pirita:
It would be a totally different world. I don't know where it'd be at. It could be totally horrible or it could be great. I don't know. It could go either way.

Stephanie Goss:
I have a feeling that there would be a lot of excitement and there would be a lot of chatter and probably a lot of things getting done.

Maria Pirita:
One would have to be evil and one would have to be good. I don't know. I doubt that it would be the same. I'm going to get into this when we talk about cloning, I swear, but I don't know if the world, there's something with the world, it would not be the same. I just could see it now. Nobody clone me. It's a bad idea.

Stephanie Goss:
Oh man. How's it going? Maria Pirita, welcome to the podcast.

Maria Pirita:
Thank you. Thank you so much. I'm so happy to be here. You know I love talking to you and I love this podcast. It's so good.

Stephanie Goss:
Yeah. So, you and I are talking for several reasons, least of which is because we have fun together, but we're going a little bit rogue because Andy is on vacation. And so I was like, I can do the podcast by myself. No problem. But you and I have something to talk about because we got a mailbag topic that I thought was totally in the manager wheelhouse and I heart Andy Roark, but also this is not his wheelhouse. And so we're just going to cut him out of the picture.

Maria Pirita:
Sorry Andy, you're out of this wheelhouse.

Stephanie Goss:
We're just going to cut him out of the picture here for a hot second while you and I tackle this one because we got an email in the mailbag that I thought was great because it was from a fellow manager who was just like, holy hell. How do you balance actually doing all of the work that needs to be done and managing or ensuring that your team is being productive and everybody is doing their jobs? And our writer said, “I feel like I need to split myself in two or clone myself, but obviously that's not possible.” And so when I sent you a message, you were just like, “Heck yes, let's talk about this.” And so I'm super excited to have you on the podcast and talk about it and get into it as we do.

Maria Pirita:
Thanks. This is so great because I want to first say that I'm sorry that cloning is not possible. I looked into it because I wanted to clone Stephanie Goss, and it's just currently, that's the answer is you can't clone people right now. You can clone maybe the cells and stuff, but it's probably when it is available only going to be available for the elite rich and it's going to take a lot of real human years. So it's not a good option. So how do you clone yourself is you don't or you can't.

Stephanie Goss:
Yes. Okay. So first off, a dose of hard reality, slap in the face, camp tough love visit. You can't clone yourself. So right off the bat.

Maria Pirita:
I didn't know if you guys knew that or not, but just making sure we talk about it first.

Stephanie Goss:
All right, so now that you've been the buzzkill,

Maria Pirita:
I know!

Stephanie Goss:
For everyone who was like, holy crap, uncharted is announcing that cloning is a real thing, human cloning.

Maria Pirita:
Well, I wanted to make sure because you called me to clone so I couldn't lead people into the wrong direction. And if you were excited about cloning as a potential, it's not possible. Just want to be clear.

Stephanie Goss:
Hashtag fun fact, it's not actually a thing. Okay, so a human cloning aside the real question is a good one, right? Because you and I have both faced this as managers that overwhelm. The question always usually comes from that place of overwhelm that you love your team, you want to help them, you want to make sure that they're doing their job. And the title manager implies that you are aware of what people on your team are doing and managing their work. And yet you also have a lot of things on your plate as a hospital administrator that are not directly managing people. And so how do you find that balance between getting the work done, especially those tasks that feel really time bound and important, like payroll, making sure everybody gets a check in their bank account on payday.

Maria Pirita:
Super important. You won't have employees without it, at least I don't think.

Stephanie Goss:
I mean, the one time that payroll didn't actually happen is still, I didn't lose any of my team, but there was a lot of sleep lost over that. That's a story, fun story for another day. But fun fact, nobody quit, I made sure they all had money in their bank accounts. But yeah, no, I mean it is true, right? There are things that we do as managers that are really important and very different from our team. And I think that the question a lot of the time, I know when I asked myself this question the most, I was coming at it from a place of anxiety because I was feeling like I was disappointing the team or they were needing things for me that I couldn't give them because I felt stretched too thin when I was asking myself this question.
And so I think for a lot of our colleagues, it's getting asked because they are feeling that pressure to like, okay, I need two of me. This is happening because there are not enough hours in the day. There's not enough space for me to spread myself even more thin than I already am. How do I solve this problem? And bless their hearts, ourselves included, I think our colleagues are people pleasers as managers, and so many of us just want to and try to do all the things and be all the things to all the people. And we think that this is a problem that we can solve if we just put our heads down and work harder and newsflash, it's not.

Maria Pirita:
Yeah, news flesh. That's pretty much what I was going to say too, is just in the sense of how much time we actually have, the only way to really actually split yourself into two and do both of those things is to work 80 hours a week. And that's just not doable. I'm telling you right now, it's just not doable. And some of us are trying to get out of that because we've put ourselves into that situation. And you're right, a hundred percent, it's from people pleasing, trying to do all of the things because we feel it falls on our shoulders as managers. And then also just trying to keep other people accountable. We feel like we have to be around to do that, which it just causes this big conflict of time because one thing's not happening, one of those things isn't happening at the end of the day if you're trying to do it all.

Stephanie Goss:
Okay, so let's start where we always start on the podcast, which is headspace. And you kind of dove right into this with the, okay, for me, the first piece of the headspace is acceptance, right? Acceptance of the fact that you cannot clone yourself. You cannot, for an extended period of time, work 80 hours a week. I would love to know if somebody has figured out how to be in two places at once because I have never actually figured out how to do that either.

Maria Pirita:
I'm hoping that technology's coming too, guys, but you know we'll be there. Uncharted will know when it's around because we will utilize it. But until then, it's not here.

Stephanie Goss:
So I think part of the headspace, and I'm laughing because it might sound silly, but it really is a big piece of it, which is you got to get to the zen and you got to get to the acceptance place of you cannot do any of those things. And that means acceptance of the fact that you cannot please everybody and you are going to have to make someone not happy. And so I think working your way through that piece of headspace, I know for me, that was the hardest part when I faced this last in my practice, I was asking myself this question because I was hearing from my team in the form of feedback that they were feeling like I wasn't available to them enough.
I wasn't on the floor enough, I wasn't seeing a lot of the things that were going on. And so I was looking at it from a place of emotion on my part from a headspace perspective because I was feeling the anxiety of disappointing them, feeling like I was working so hard, but it didn't feel like it was enough. And so working my way through those emotions and that Headspace territory was really, really important because believe it or not, I think you and I are probably a little bit alike in that we are both a little spicy.

Maria Pirita:
Who me? Never. Not once. People don't describe me like that anywhere.

Stephanie Goss:
No, I have a fiery Irish temper and I can only imagine that your spicy sassy Mexican self is like, listen, Linda right? And so my first reaction was anger, to be honest. I was angry at the team and I wasn't really angry at them, but the first emotional response was like, screw those guys. Don't they see how hard I'm working. I'm already working 60 hours or 80 hours. I'm busting my butt trying to be in two places at once and it's not good enough. F the world was honestly how I felt.

Maria Pirita:
Well, and it's the opposite of feeling seen, right? You're totally unseen. It's just you feel like, wow, you guys have no idea how hard my job is. You guys are not the ones making these decisions or having to put in all this work and having all of this fall on top of you. And it's like sometimes you really got into that space of like, oh, if you just did my job for one day, you would realize how hard it is and you-

Stephanie Goss:
You wouldn't even survive.

Maria Pirita:
Yeah, and you wouldn't even survive! And now I have to go around like nothing's bothering me just to make you guys happy. You could put yourself into that hole real easy because it all comes out of you're not being seen and therefore you're not being appreciated because you are putting in all this work yet it's still not enough. At the end of the day, you end up feeling unseen and you're not enough. And it really dives into your feelings. It's totally reasonable for that to be the first thing. And I think you're a hundred percent right. It's like the first step is really understanding that and seeing it and being like, I cannot, like right now I'm not happy because I'm trying to be all things to all people and I can't do that. And unless I continue to work 80, 90, 60 hours a week, whatever it is that is causing me to be unhappy, I can't do it. And we have to get to that realization. We have to get there.

Stephanie Goss:
Well, and I say this from a place of just real honesty. I remember vividly seeing some of the feedback that the team had given, and I remember my first inclination was not to be zen and calm and process what they were saying and try and look for the perspective. That was not at all the first inclination. The first inclination was to screenshot the nasty pieces of it, what felt nasty to me and immediately send it to my partner in crime at the practice, then commiserate and be like, can you believe the audacity of these you know, heifers for saying things like this?
So it was very negative and it was only after time and their actual legit therapy. And it's funny because I talk about work a lot at therapy because it's a good place, it's a good safe space and it's a neutral party and it's good to just sometimes talking it out loud and hearing yourself be like, Oh, well, I am sounding real spicy and real salty and maybe I need to take a step back and maybe I need to look at some of this with some honesty and say maybe I'm reading into it and I'm attaching emotions to it, feeling attacked, but maybe there is truth here.
And when Andy and I do the podcast and we talk about action steps and we talk about having conversations with people as follow-up, we talk about the SAFE acronym and we talk about F being how if I've been set up to failure, you're like what here is my fault? And I think when it comes to feedback, there is a bit of that required, there's a lot of that required as well because the reality is there's always at least two sides. And so we have to be able to look at it with that clear head and wonder, get curious and ask ourselves, what could I do better? What is my fault here? What could I take from this and turn it into a positive even when we're feeling negative about it? But that is really hard to do without stepping back and finding that zen and getting in a good headspace. So I think that's probably step number one.

Maria Pirita:
Yeah, I couldn't agree more.

Stephanie Goss:
Okay, so we've got to work through the motions and figure that out and get past our spicy selves. We've acknowledged that we can't-

Maria Pirita:
We need a little sour cream for this spice, as we say. Sorry, I had to.

Stephanie Goss:
I love it so much. Okay, so headspace wise, there's emotions that we have to deal with. We have to disconnect from that. What else do we have to do to think about it and process and work through it before we can get to the space of, okay, the actual question that they asked is how do we get the work done? Which is all about the action steps, but what else is there for you from a headspace perspective?

Maria Pirita:
From a headspace perspective for me, besides getting into the actions of what needs to get done, I really want to ask myself in the sense of like, Okay, I've gotten to the point where I've taken the emotion out. I recognize that there's some issues here that I can probably work through, but the real answer is in what ways am I feeling like I cannot? In what ways am I feeling that I can't get the team to do things when I'm not around. Really diving into the why of why does it feel like I need to be around to get all of these pieces done? Because is this going to be a larger problem of culture or accountability or is this going to be a problem of do I need a team lead in this area? And so it's really diving into the area of what we're going to do next, but first the fivefold why of what Andy talks about like why are we here? Why are we truly here?

Stephanie Goss:
I love that. And I think that it's so important because when you look at the question that was asked, how do I ensure that my team is being productive and doing their jobs? When you think about it, in a perfect world, that part of our job should be such a minimal time commitment. We should be able to do a check-in with anybody who's directly under us and be like, how's it going? Are things on track? What do you need from me? Check the box, move on. And so many of us live in this place where we don't actually have the systems and the structure. And to your point, the underlying supports are not shored up enough. And so that role for us as the managers at the top of the pyramid turns into way more of a time commitment and way more work on our part to do it than it needs to.
Because the reality is, think about it, if I am really good at my job, I shouldn't have to spend a lot of time ensuring that my team is doing their job and productive. They should just do it and ask for the help when they need it. And I know that that sounds like pie in the sky unrealistic for a lot of us and myself included, but if that's the ideal, at one end of the spectrum, everybody knows what their job is, they're totally trained, they're well equipped to do it, they show up to work happy and do the thing and do it with passion and everybody goes home on time at the end of the day. If that's one end of the spectrum and planet perfect, then the other end is where you literally are doing people's jobs for them because they can't do the work and it needs to get done. And so you're taking it on yourself.
As usual. When we talk about things on the podcast, it's not one extreme or the other, but that's how our brains often process from a headspace perspective is we go to one extreme or the other. The reality is the answers for action steps for us really probably lie in that middle gray zone of how do we try and find some good balance between the two and find that sweet spot in the middle where maybe we're doing a little more when we have to, particularly when we have new team members or we're onboarding somebody or shifting roles around in our team, which let's face it happens in veterinary medicine all the time, but that's a never ending part of the job and it should ebb and flow. None of us as managers want to be stuck at one end of the teeter-totter or the other for any extended period of time.

Maria Pirita:
This is exactly why I was so jazzed about this conversation altogether because it really, I think when I look at this altogether in the sense of accountability and getting people to do what you need them to do when you're not around, and this question I think comes up a lot in different ways in our management groups. I'm a member of a lot of different management groups online and forums and things like that. And it comes up a lot too when I talk to people at conferences and I'm struggling to get this person, struggling to get them to do this, I'm struggling to get them to do this. And so you tend to find that a lot of people have a tool that they'll ask if they're using, for example, one-on-ones, Oh, are you doing one-on-ones? Oh, do you have a checklist? Do you have the system?
And every time I run into this, I always think it's not just about one tool in one system or one piece of all of these because your accountability in your practice, it's an entirely living breathing ecosystem. And it's just truly what I believe. You can't just have one piece and expect for there to be accountability. And so it's exactly what you talked about just now where we are moving into an area where things can intertwine with each other. And so it's actually what I'm talking about at the culture conference on October 11th at the workshop is the Accountability Ecosystem, which I just totally nerd out about this stuff. But the Accountability Ecosystem is actually a term that was used with citizens and governments, but it was really about accountability and it leaned into being about relationships and accountability not being linear. And so oftentimes when we think about accountability in our practices as linear, I feel like the advice you get at these groups or in a lot of these areas, which is not wrong advice, like what does your handbook say? Absolutely perfect.
That is a tool, absolutely.

Stephanie Goss:
Right.

Maria Pirita:
That is a very Stephanie Goss answer that I love and use to this day all the time. What does your handbook say? And then oftentimes you'll start to hear too the middle part where it's like, oh, well, is this a training issue? And then you start to hear more of like, oh, well, is this write up and get off the bus type of thing. And so those are all in that linear line, but I think we forget that accountability has to be an actual ecosystem where it's not just a line of handbook training, firing or write-ups when they can't get to what they need to be.
Each ecosystem in my area has major parts that I think about. And so the first one would be, for example, the expectation piece where you're setting the expectation for your team, but there's a ton of rules, I mean, sorry, a ton of tools that fall into that realm, which is your handbook being one of them, your training manual being one of them, the job description being one of them. You need to be able to lay out what the expectations are for your team from the beginning. And so that is just one section of the ecosystem that is then going to tie into all the other pieces. For example, if you ever do have to go into the write-up form, which obviously I think in my book write-ups are the least motivating format of accountability and usually your last tool.

Stephanie Goss:
But isn't it funny how often that's the first tool that's reached for?

Maria Pirita:
Yeah, I mean that's what we're talking about, the linear.

Stephanie Goss:
That's what we're taught. From a purely manager perspective. And let me be clear, I freaking hated being a manager. The managing part, I don't want to, look, I'm already mom to four-legged children and two-legged children. I don't need to follow around other human beings and make sure that they're doing what I told them to do when I told them to do it. There is zero interest for me as a human being in that job, and that is a piece of the practice manager role. It just is. There has to be some supervision. Now, my goal as a manager always was to get to a place where that is the smallest percentage of the role, and a lot of us get stuck in that place where I think by our own lack of knowledge, lack of skills, lack of support to really know how to do it any differently, because it's not something that you get taught about.
That's the tool that we reach for, which is like, let me follow you around, make sure that you're doing your job the way that I asked you to do it. And then when you don't, I'm going to smack you with the write-up stick. That is classic management 101. And your point is it's not wrong either because from an HR perspective, when I take a step back and I look at what I learned and how I learned it in school, it is important because when I started in veterinary medicine and I saw the huge gaps in the administration side in understanding employment law and understanding HR and understanding what we could do, what we should do, and how we can and could do it as employers, I realized that so much of veterinary medicine was flying by the seat of its pants, especially in independent practice because I think I was multiple practices in before I worked at a practice that had an employment attorney on retainer and had someone who had actual HR certification or training, a CPA, all of those things.
And so a lot of it is just you're figuring it out as you go and you're succeeding in spite yourself because you went to vet school to become a vet not to learn how to learn about employment law and HR and all of those things. And so I think for so many of us who grew up in veterinary medicine, we don't know what we don't know. And when you do actually take classes, that is the corporate structure because they have HR and they have legal departments and they have the people who did the school and did the training to advise them and tell them, look, you have to have the documentation. You have to have a handbook, you have to have a job description. You have to set the expectation, then you have to provide them the training, then you have to provide them the opportunity to do the job.
And when the job doesn't get done, this is what documentation looks like so that you get to the place where if you are having a problem, you can exit and get them off the bus without the least amount of consequence. That is not an invalid linear process. And yet to your point, it is absolutely not the first tool that we should reach for in the toolbox, but it's the first one that we're taught. And so I see every single day, you and I both in all the groups that we're in, that is the first freaking stick that anybody reaches for and it absolutely kills me. I'm like, why are we having a conversation about firing this person when clearly there is so much in the middle that either hasn't been done, where they have been set up to fail, or where we have failed as managers or where there is other opportunity to support, to use other tools to build out the ecosystem to your point in the middle.

Maria Pirita:
Yeah, absolutely. And that's exactly how we tend to organize our thoughts in the sense of, okay, we have this thing that's not getting done. Let's create this checklist and create a system. And then when this checklist is not filled out, then we have our other write-ups, but there's also so many other things in between there that can be done like we just talked about. And then the other thing is updating what we already have. It tends to be something that we forget to do, and I don't know if you've ever been there, but if you've had, for example, an old training manual and you're training and it's like, “Oh, that's not how we do that anymore. Let me show you how we do do it.” And so then it's like, “Oh, well this is how they tell you how to do it, but this is how I do it.”
And there's tons of funny videos online describing that phenomenon, but I think a lot of that comes strictly from you either don't have the buy-in on why this is being done the way that it's being done, or you haven't updated your resources, which is something that, again, these are tools that are in your ecosystem, but if we fail to update them or if we fail to have them, then your ecosystem is not working the way that it's supposed to be working. So it's so funny that there's so many different tools that we can use, but I think figuring out which tool needs to be updated and when each tool needs to be used is the tricky part, and I think that that's probably what we'll dive in a lot into the workshop when we'll go over that. So I don't want to talk about it too much. I don't want to give away all my secrets before the workshop.

Stephanie Goss:
I love it. Don't give away all your secrets. Okay, let's do this-

Maria Pirita:
Don't want to give away all my secrets.

Stephanie Goss:
Let's take a break here because I think we've covered headspace wise, the basics. Let's take a quick break and then we'll come back and dive into the process piece, the actual action steps for how do we tackle it.

Maria Pirita:
Sounds good.

Stephanie Goss:
Hey friends, have you heard the news? We have got all kinds of virtual events coming your way in the back half of this year. If you haven't been over to the website lately, head over to unchartedvet.com/event and check out everything that we have got coming. We have got our Culture Conference, we have got a Medical Director Summit, we have got a summit specifically for Team Leads. Andy and I have been talking about it all over the podcast, but in case you missed it, I want to make sure that you have one last chance and hear about it straight from me because I want to see you there. They're happening this fall, so head over to unchartedvet.com/events, check out everything, you can register for it all now. We can't wait to see your face. I'll see you then.
Okay, so let's talk about action steps, right? We talked about the headspace. We know cloning humans is not actually a thing. We can't be in two places at once and we can't sustainably continue to work. And I'm talking to all of you managers out there listening right now who are a hundred percent guilty of working 50, 60, 70, 80 hour weeks. That's not sustainable. We can't do it and we need to stop it immediately. So how do we do all the things for all the people and make sure that we are doing the management part of ensuring that the team is being productive and doing their jobs?

Maria Pirita:
I think that the second step here after we recognize we can't clone and be all things to all people, is really going to be to ask yourself what can be delegated, if anything, and if you have the resources for another leader, and I truly mean this in the space of what kind of team leads do you have that you can lean on for some of the training perhaps, for some of the things that don't have to be done by you as the manager. Because in some cases we have to recognize that if you're paying yourself overtime halfway of the year, you might already have the budget for a part-time bookkeeper or a part-time lead receptionist. And so I think that's the second step is to solve your immediate situation. What part of it can be delegated to somebody and/or what resources do I have for another leader in my clinic?

Stephanie Goss:
I love that. What I would say for me comes before delegation is taking the step back and zooming all the way out and figuring out where am I at? Am I in this position? Has this been a year that I've been dealing with this and I'm just exhausted and burned out? Is this an ongoing problem? Is this a temporary problem because I have a bunch of new team members and I'm having to do a lot more supervision than I normally do. Is it because I had a team lead and they went on a leave of absence or left? Is this long-term, is this temporary?

Maria Pirita:
That's a good point. Yeah.

Stephanie Goss:
The other piece of this is to your point about then delegating, stepping back and looking at your actual job description for you in your practice and figuring out what of this is actually your job and what of this actually belongs to somebody else in its existing form. Because I think a lot of us, you brought this up earlier and I think it's such a good point, because we are people pleasers and we want to solve all the problems and we want to make everybody happy. A lot of us, myself included, put things on my plate and put responsibility on my shoulders and guilt in my stomach and on my heart over things that are not actually mine. And I did it all the time.

Maria Pirita:
Yes.

Stephanie Goss:
And so I think for me, once you look at is this a long-term thing? Because if it's a long-term thing, the answer is different than if it's a short-term thing, right? Because the reality is our jobs will always require us to do, like I said, some piece of that managing, but the sweet spot is in the middle where that's a minimal part. If you truly are in a hospital, if you truly are in a practice manager or hospital administrator level position where you are thinking big picture, where you are budgeting, where you are supervising professionals like your associate DVMs, where you are big picture planning financials and vision for your practice, the percentage of time that you are spending on the actual day-to-day management should be very minimal.
Now, if you were a practice manager who is really a three quarters lead, CSR, tech, you're on the floor and you're doing more of an office manager role where you're doing inventory and you're responsible for some of the budget pieces, but you have somebody else who does payroll and you have somebody else who does your QuickBooks entry and all of that kind of stuff, those roles are very different and the expectation is very different for those roles. And so the first place that I would encourage everybody to start is if you don't know what your role is, starting there and figuring out and looking for yourself, what is actually your job? What belongs to you and in your practice at the moment, what actually belongs to somebody else? Because the chances are for a lot of us, Hi, I'm the problem, it's me, that I would take things on myself that weren't actually my role, they were somebody else's role because I thought that I needed to, or I thought that I would be disappointing somebody if I didn't.
And really what I was doing was not creating space to allow the leaders that I was trying to develop to grow and do the things that had been delegated to them and all of those things. So there's ripple consequences of that as well that go far beyond just actually working way more hours in a week than I need to. But I would definitely start there and then the kind of that baby step in the middle would be, okay, if this is where I am now, when you look at is this a temporary thing? Where do I want to get to, right? Because there's probably change involved.
This person is probably asking this question because they are in a place, whether they've been in it for a long time or they're in it in the moment because half their team is suddenly gone, how temporary is this? And where do I want to get to in the end? Is it that I am in a role where I'm supervising a lot more than I want to and I really actually want my boss to support me becoming a practice administrator? Because that's a really different question than how do I make sure that the team does their job? But that could be the reason why the question is getting asked. Does that make sense?

Maria Pirita:
Yeah, absolutely. And I think you're right because we don't really have all of those details, right, of the role for this person and especially, I love that you said that about is this a temporary situation or is this long-term, like how long we've been in this situation. Because I vividly just got memories, flashbacks of being short a receptionist or two and being like, I can't hire because I'm covering the reception desk and being in that space of I need to stop. I am a very expensive receptionist for one. For two, I can't hire if I'm working the front desk-

Stephanie Goss:
Right.

Maria Pirita:
So I'm sorry clients, I'm just going to have to turn off these phones and there's just going to have to not be a receptionist to put time away to hire my receptionist, otherwise I'm just going to be in here forever, continuously over and over again.

Stephanie Goss:
Yeah.

Maria Pirita:
So I love that you said that.

Stephanie Goss:
Yeah. Okay, so if we take this step back and we look at the job description and we do some of the work there and then we move to your, I loved your point about delegation, that was also on my list, and I think this is going to be like the camp tough love moment for everybody in the episode because I think if you are a manager listening to this podcast, I think you really need to hear me. Are you ready? Okay. Delegation is required as a leader. Practice it. And I say that with all the love because I sucked at this for a really long time. I still suck at it. Our team will tell you. I can think of people on our team right now who would probably say, “Stephanie sucks at this,” and it is going to always be a part of your job as a leader to delegate.
And not only is it going to be a part of your job, but it is a thing that you want to get really, really good at. Because let me tell you, when you practice this skill and you get good at it, holy hell does your life gets so much easier in so many ways it gets harder first. That's the rule of the snowball, right? You roll a snowball downhill to somebody, it doesn't stay the same size. It gets bigger and bigger and bigger, and it's kind of an avalanche when it hits you. So we need to do the things to prep for it so that it doesn't become the snowball that eats you and rolls you down the mountain with it, but it will eventually get better and we have to plan for it. And that requires practice. That requires time and energy to make a plan and actually execute that plan.
And so many of us, myself certainly included in veterinary medicine, are just rushing around to try and put out all the fires and make ends meet, that we don't stop and take the time to figure out what that plan is going to be. And then how do I, not only do I execute it in this moment, but how do I freaking practice it so that I keep executing and keep executing and actually improve my delegation skills over time? Because that's the only way that they're going to get better is to keep actually doing it. This is not a, oh, look, hi, I delegated, I can wear the delegation crown forever. That's not how this works.

Maria Pirita:
And also beyond the whole delegation making your job so much easier, what a great way to prepare for the future too. Because I think we forget that when we delegate, we're also training our team on other things that they can or should be doing. So when the timing comes that maybe you are growing, your hospital is growing and now you can have a lead in that role, or maybe your husband is moving across the country with his job and you also have to move and find a new job. And because you delegated before, you have somebody that's trained a little bit on some of the tasks that you needed. Not that happened to me around this time last year or anything like that, but it's setting yourself up too for the future in a great way because I'm a big believer of working your way out of your own position all the time. You delegate and you develop and they help you with your position. And before you know it, you're in a new role, even bigger than before.

Stephanie Goss:
Well, and I think that there's this fear mentality that I certainly faced a lot in practice of I don't want to give up too much because I don't want somebody else to be able to take my job, but the reality is we should want that, for exactly what you just said, which is not that I want somebody to take my job from me, but I should want to be able to grow and develop and move into a new job, whether it's with my existing practice or not. The point of development is growth, and I think so many of us are afraid of that growth that we hold on really tight and we find ourselves, and this was me at multiple points in my career, I found myself huddled in the fetal position in my office, clinging to all of the things that I wouldn't let anybody else help me with.
And I was falling apart. I was burned out, I was exhausted. I was working 80 hours a week, but I made that, that was a situation of my own making and it took a lot of time, it took a lot of work on myself on self-awareness skills, on emotional intelligence and a lot of therapy to be able to recognize that. But that's the hard truth is that we are doing that to ourselves and we are the ones who are in control of changing that as leaders and as people and humans. So I love your point about backfilling because so many of us look at that in a we are jealous, competitive kind of headspace versus a joy in developing someone else, in helping them grow and helping them develop. And I would love to see us make that shift in veterinary medicine where we look at it in a much healthier headspace when it comes to development. So if we're practicing delegation, then what else? From an action step perspective, you've got to delegate, you've got to get things off of your plate. What else can we do?

Maria Pirita:
I would also begin to start asking myself, where is it that I'm spending most of my time on the floor or what's taking up most of my time when it comes to making sure people are getting their job done? Is it one specific thing? Is it one specific department? What are we looking at here? Like you said, is it long-term, short-term? Do we need a system? Do we need an expectation? Do we need a protocol? None of those other questions are going to be able to be answered unless we find out what is taking the most time.

Stephanie Goss:
Yeah, I love that. That is a root cause analysis, right? Is like if this question is being asked for some reason, what's the cause? What is the underlying, this is a symptom. Me feeling stretched. Me having to manage or micromanage the team to make sure their work is getting done is a symptom of the underlying problem. There's systems missing, there's expectations missing, there's processes missing, there's people missing all of the above. Where is it breaking down? So then you can start to break that apart and create your plan. And that's where the plan's going to be different for everybody because in some hospitals it can be a training issue. It could be the fact that you had, for me, it was very much that space of when I was going through this most recently at my last practice, we literally at one point had 10 new people at one time. And so it was a holy hell, was it a hot mess? And it made sense that I was on the floor just trying to keep my fingers in the spouting neck wound because 10 people at once is a lot, right?

Maria Pirita:
Yeah.

Stephanie Goss:
But for somebody else, it might be because they have a training problem or they are missing a person in a key position or whatever. And so I think this is where everybody's going to have to do some individual assessment, and there's not going to be any magic bullet plan in a box summary that Maria and Stephanie give you guys that's going to solve this problem. It's going to be individual to why is the question being asked? And I think if you can do the headspace work and the action step work to recognize why it's happening and what you can control in your position, then I think you'll be in a much healthier place to have space and capacity to look really truly at the problem and root cause analysis and figure out why it's happening. And then actually action plan. What am I going to do? How am I going to do it? And then implement that plan.

Maria Pirita:
You think on that strategy? Yeah, a hundred percent. And this is too where I would look into, I think actually this reminds me of a time that you and I met before hand and had reached out to one of my groups and I was like, “Oh my God, I need to hone in my training program a little bit. I need to just tighten it up because I'm realizing that it's just not realistic for it to take this long.” And so you had met me, which is obviously I was fan-girling like crazy. I was like, “Oh my God, I'm going to meet Stephanie Goss virtually for the first time ever and it's going to be great.”

Stephanie Goss:
Stop it.

Maria Pirita:
And you really opened up my eyes to something that I couldn't see because I was in the moment living the training world, and you had opened my eyes to this idea of, okay, we have your protocol and you have your training manual. Have you thought about having this training in multiple facets of the training protocol and then having the attached video and then posting it for everyone to see? And so it kind of revolutionized my training into this one step. And so it was a part of the ecosystem is what I'm getting at. It was a part of the ecosystem that I had in place, but it could have been tightened up a little bit better.
And so this is where really thinking about, like you just said, the root cause analysis of what is the real problem. And even if you have something and you're like, okay, I have all the pieces of my ecosystem, what can I strengthen in that ecosystem then? Which piece? Is it the training manual? Is it the actual training period? Is it the result metrics of what we're looking at? Is it something as simple as celebrating the wins and positive feedback and coaching and things of that nature? Because without having that root cause, it's going to be hard for you to diagnose and figure it out. But sometimes you have it in place and you just need to strengthen it. The other piece. That's what I'm getting at.

Stephanie Goss:
I love that. Okay, so they're going to do all of this work and then the first action step is they're going to go sign up for Culture Conference on October 11th because they're going to want to-

Maria Pirita:
Oh yeah.

Stephanie Goss:
…take your workshop and learn the rest of your thoughts on how to build out an ecosystem. When it comes to accountability, which I love as a topic, I mean you know this, it is one of my biggest pet peeves when we just reach for that disciplinary stick and use it like it's the only tool in our toolbox. So step number one, go to unchartedvet.com/events and sign up if you have not. Shameless, shameless plug right there.

Maria Pirita:
Yes.

Stephanie Goss:
And then I think for me, the last thing, action stepwise, is to give yourself grace. And don't forget, and I say this because this is a mantra for me. I literally have a post-it that hangs on my wall to remind myself that I do not want to over-promise and under-deliver. And it happens. We will all go through phases where we are trying to meet the bar. We don't even want to exceed the bar, we just want to meet the bar and we fail. But so much of the painful lessons, so many of the painful lessons that I learned as a manager was when I over-promised and under-delivered because we always overestimate what we can accomplish in a day and underestimate what we can accomplish in five days or a year or 10 years.
And so I think, because our people pleasing nature, we're just all in this rush to make everybody happy and do the things and say the things. And it doesn't help because people still get disappointed and they still get frustrated and there's deadlines that get missed. And when we have that under-delivering, there is an impact to that. And when it happens once in a while, we're just dipping into the trust bank with our team. No big deal. Nobody thinks about it, but when it happens over and over again, then we're taking bigger and bigger withdrawals out of that trust bank. And before we know it, we can find ourselves in a place where now it's not about missing a deadline.
Now it's about the team feeling like they don't trust what you're saying because it's repeated. And I think that that is, like I say, it is painful lesson and it's a lesson I'm still learning. I literally just had a conversation this morning with somebody on our team about this. And so I think recognizing it is a work in progress. We are all going to be works in progress as managers. Our job in learning and developing ourselves as leaders is never done. And give yourself some grace. Don't beat yourself up because we've done it. I've done it. Maria's done it countless times.

Maria Pirita:
Absolutely.

Stephanie Goss:
You're not alone.

Maria Pirita:
100% I've done it before.

Stephanie Goss:
Yes, It's also why-

Maria Pirita:
I'm also really good at giving myself pats on the back so if you need help with that -give me a call.

Stephanie Goss:
Yes

Maria Pirita:
I'll tell you exactly how you can celebrate.

Stephanie Goss:
Maria is an excellent hype person, so that is a true story. Okay. This was so much fun. Thank you for talking through this with me.

Maria Pirita:
Thank you for having me.

Stephanie Goss:
It was so fun to have you. I hope this was a fun departure for everybody from listening to Andy and I.

Maria Pirita:
And even if it wasn't, make sure you tell Andy it was.

Stephanie Goss:
Truth.

Maria Pirita:
He'll love hearing it.

Stephanie Goss:
Maria Pirita loves compliments and she loves to know that she did a good job. And I will give you your first that this was great. It was so much fun. And also if you listen to this and you were like, I love this, thank you. Make sure to tell us on social, on the blog, because Maria will never say no to hearing from you all that this was helpful.

Maria Pirita:
Yeah, I love it. And even if it wasn't helpful, tell me because I'd be like, “Hey, now I'm going to talk about something else then that is helpful.”

Stephanie Goss:
I love it.

Maria Pirita:
Either way, it's good.

Stephanie Goss:
But definitely make sure to tell Andy that we are both the best and he-

Maria Pirita:
Definitely tell Andy that.

Stephanie Goss:
He should be very happy that we are on his team.

Maria Pirita:
Yes!

Stephanie Goss:
I love it. Take care everybody. Have a fantastic rest of your week.
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 Maria Pirita · Categorized: Blog, Podcast · Tagged: communication, culture, fatigue, management, Training

Aug 16 2023

Lead to Thrive – The Science of Crafting a Positive Workplace with Josh Vaisman

The Uncharted Veterinary Podcast Episode 245 Cover Image

This week on the podcast…

This week on the Uncharted Podcast, practice management geek Stephanie Goss is joined by a very special guest: former practice manager and author of the new AAHA press book Lead to Thrive – The Science of Crafting a Positive Veterinary Culture, Josh Vaisman, MAPPCP (PgD).

Josh believes all veterinary professionals deserve to feel fulfilled by their work each and every day. Through his company, Flourish Veterinary Consulting, he draws on over 20 years of veterinary experience, a master’s degree in applied Positive Psychology & Coaching Psychology, education in Positive Leadership and Positive Organizational Scholarship and a passion for guiding leaders to cultivate work environments in which people can thrive.

Fun fact – Josh is also an avid beekeeper who teaches beginning beekeepers how to tend to their buzzing buddies.

Josh and Stephanie are looking at Josh's new book through the lens of his practice management road and the journey he took to becoming a positive leader and force for good in our field. They discuss their own success and failures in an unflinchingly honest and vulnerable way. Let's get into this…

Buy Josh's New Book – Lead to Thrive here (AAHA MEMBERSHIP NOT REQUIRED TO BUY!)

Find Josh and his team here and here!

Links for resources shared by Josh during the episode

Adam Grant's website (including book links)

Martin Seligman's website (including book links)

Uncharted Veterinary Podcast · UVP – 245 – Lead To Thrive – The Science Of Crafting A Positive Workplace With Josh Vaisman

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 your challenges and would love to feature your scenario on the podcast. Head over to the mailbag and submit it here

Submit your questions here: unchartedvet.com/mailbag


Upcoming Events

All Upcoming Events


Episode Transcript

Stephanie Goss:
Hey everybody! I am Stephanie Goss, and this is another episode of The Uncharted Podcast. Today I am joined by a very special guest, my dear friend and colleague, Josh Vaisman. Josh is joining me to talk about his journey as a leader and how do we lead to thrive. He's got a new book out that has the title, coincidentally has the same name, and he and I are talking through the science of crafting a positive workplace. It ties directly to Josh's journey as leader. And I had so much fun talking through this journey that he has been on and just having a conversation with a dear friend. I would love for you to join me. And now let's get into this.

Speaker 2:
And now The Uncharted Podcast.

Stephanie Goss:
And we are back. It is me, myself, and I, Andy is on vacation this week; however, fear not, friends because I am so, so excited to bring a conversation to you with my friend Josh Vaisman, who is here joining me on the podcast today. Hi Josh.

Josh Vaisman:
Hey, Stephanie. I just want to say really quickly, I'm so sorry, but Andy is on vacation. It's like 105 degrees here in Colorado, and you're in a closet. Something doesn't seem right in the universe.

Stephanie Goss:
You hear that, Andy Roark? I think Josh is saying that I should be let out of the closet more often, although I do not want to be in 105 degree Denver weather either, because that's gross.

Josh Vaisman:
No, not fun, man. Not fun.

Stephanie Goss:
How are you, friend? I feel like I'm really excited to see your face and talk to you. And also I feel like my cup is still full because I just got to spend a whole bunch of time with you at AVMA recently, which was amazing.

Josh Vaisman:
It was amazing. I was literally going to say the same thing. I'm still seriously walking through life on a high from that event. Seeing you and just like all of the, gosh, there are so many really, really good human beings trying really hard to do really good things for the profession and getting to spend that much time with so many of them in one space, it's just such a heart filler. It was pretty awesome.

Stephanie Goss:
And you had extra special, amazing time at AVMA because, so for those who don't know, I am bringing Josh to you for so many reasons, least of which is that he's just an amazing human being. And if you don't know who Josh is, you need to check out the link to find him in the show notes because he's amazing in doing wonderful things in our profession, and he is smart, and he wrote a book and it is fantastic.
I am not all the way through yet. I started reading it on the plane on the way home from Denver, but Josh had his book launch party at AVMA and it was so fun because Josh knows all of the great human beings in veterinary medicine, and they were all in one room at AVMA to celebrate you. And it was so much fun to have the energy in that room and to see all of, like you said, the people who really care about making a positive difference in veterinary medicine, I feel like in one place.

Josh Vaisman:
Yeah, it was so awesome looking out on that room and seeing such amazing humans. Yeah, it was pretty cool, cool experience.

Stephanie Goss:
And there was lots of fun too because your team helped decorate with googly eyes all over the place, which was so fun.

Josh Vaisman:
Okay, so since we're in the business of outing here, I'm going to out one of the infamous Uncharted members, Dr. Sarah Wolfe, whose idea sparked a movement, #AVMAGooglyEyes. It was-

Stephanie Goss:
Is that really a thing? I have not seen that hashtag. Oh, I need to go down that rabbit hole now.

Josh Vaisman:
We definitely did it. We definitely did our best to represent the hashtag well throughout the conference.

Stephanie Goss:
Okay. I love it so much because it's very Sarah, it's very Uncharted. We have our own several things. We have the Janelle Hutton challenge, where everybody tries to catch Andy in the background and point at him and their selfie without him noticing you. And so that is right on brand for us to have the googly eyes. This does not surprise me one bit that Sarah was involved in that.

Josh Vaisman:
Oh my god, it was so fun. It just made AVMA that much better.

Stephanie Goss:
Okay, I'm going to have to go down that rabbit hole and view things on social media, but so you and I have known each other for a while and I want to make sure that our listeners who maybe they haven't heard of you or they didn't know that you have a book out, so let's start there. Tell us a little bit about you, your background in veterinary medicine, because really you are a positive, wonderful human being, and I know that you would be that way without veterinary medicine, but tell me how you got to where you are in vet med and how you got so excited about creating a positive culture, because that is really a drive for you.

Josh Vaisman:
Big time drive. Well, Stephanie, I'm a Pisces who enjoys leisurely walks and … Yeah, so I-

Stephanie Goss:
Oh my God, your microphone is going to make you sound so fantastic right there. I love it so much.

Josh Vaisman:
I sort of stumbled into veterinary medicine. I had moved to Colorado from Wisconsin actually in the late '90s, and I was working at a PetSmart in Boulder, Colorado. I was in the specialty department, so I was the guy that you saw about the fish.

Stephanie Goss:
Love it.

Josh Vaisman:
And we had a PetSmart Veterinary Services in our building, which is dating myself pretty well now. I got really intrigued by what they were doing over there. I sort of befriended the chief of staff and some of the team members and started to have these ideas that maybe I'd want to go to vet school someday. I like to think of it as the time in my life where I had a psychotic break. I have since been disabused of this troublesome mindset, but I thought if I'm going to go to vet school, I should probably know what it's like to work in a veterinary hospital. And I walked over there and I asked if I could volunteer on my days off, and they were like, no, we can't really do that, but we can hire you. Which was a surprise.
So I switched from PetSmart to PetSmart Veterinary Services and was trained as a technician assistant and worked there for a number of years, and that was in '98. So that's how I started in vet med. I just immediately fell in love with it. Obviously the animals part, we have a small menagerie of creatures in our home, and animals have been a central part of my life for as long as I can remember. But the truth is it was really the people that drew me in. The people that come to work in veterinary medicine are a special kind, and you can take that as a double entendre as far as you'd like, really some of the very best people.
Like that laugh that you just had is such a common thing in a veterinary space. And to be able to be that real and that raw and that joyful and that vulnerable and be around people who are like that is, oh God, it's just such a good feeling. And so it stuck with me, and I did that for quite a while. A few different hospitals all around Colorado, pretty much all small animal, most of it GP, a little bit of ER work. And then one day a hospital that I had worked at was sold to a veterinarian and a vet tech, and that was the first time that it occurred to me that you don't have to have DVM, or sorry, VMD after your name to own a veterinary hospital, at least in the state of Colorado.
This was like mid 2000s and I'm making maybe $9 an hour or 9.50 or something like that. And I walked into the doctor's office and I sat down next to one of the associates there and I was like, “I feel like we could do this. You want to buy a vet hospital with me?” And six months later we did that.

Stephanie Goss:
Oh my God, shut up.

Josh Vaisman:
Yes. So myself and two veterinarians, I found a way to get us financing to buy a hospital that just purely coincidentally had gone up for sale publicly. It was through a brokerage, which was very uncommon in the Boulder market. It was at the time a one doctor practice that had been two to two and a half. It was kind of declining, and he was really ready to get out of ownership. And so we got in a banging deal and it was four miles from the practice that we had worked at.

Stephanie Goss:
Oh, that's awesome.

Josh Vaisman:
So we had built in clientele. So we bought that practice, and over the next five plus years, we had a good bit of success. We took this hospital that was a one doctor practice, and when I left, there were four doctors on staff. We had tripled the revenue from when we bought it, all the standard metrics of success that people look at, and I felt like, “Gosh, I'm good at this. I like it. If I could do it once, I could probably do it 15 times. Maybe I should start trying to do that.” And so I ended up leaving that practice and going to another practice, bought that hospital along with a friend and business partner and a brand new startup group, so a corporate group that was just getting off the ground.
And so we all got together and bought this hospital. It was our first partnered acquisition. It was this corporate group's first acquisition, and they were raring to go to buy multiple hospitals. I got under the ground level with these guys. I thought, that's it. This is how the launch is going to start. This hospital, as I said, is about 75 miles from where I live here in Firestone, Colorado. I was going to be the managing partner of the practice and the onsite hospital director. So I started commuting to this practice 75 miles from my house every day. Hospital was open seven days a week, and I was often there-

Stephanie Goss:
Of course it was.

Josh Vaisman:
Yeah, of course.

Stephanie Goss:
You couldn't have picked a eight to five, four day a week GP practice.

Josh Vaisman:
Oh, gosh, no, no, no, definitely. No, no, no. We picked the seven day a week extended hours, sort of like pseudo defacto emergency facility in the area. And vastly underperforming financially and culturally a pretty big mess. So all of the, I'm using air quotes, “opportunities.”

Stephanie Goss:
The dumpster fire that was awaiting you.

Josh Vaisman:
The dumpster fire that was awaiting me. Now, keep in mind though, I was really excited. I thought this was an opportunity not just for a business venture, but really to make a difference in the lives of 40 people working there and in the community. And that's really what I got most excited about. So I dove in, I dove in headfirst, and I really tried to turn that place around as best I could.
Now, the first year that we owned the hospital, we did the highest gross that that practice had ever done in its 34-year history. So on one side of the coin, you could say, “Wow, it was a success.” What I've sort of come to realize is that success can be defined in a whole variety of ways, and the way that I'm defining it these days is very different than I defined it those days. Yeah, I just completely obliterated myself and some of that, at the time there was definitely a bit of the finger pointing and the blame game. I pointed fingers at my partners and I pointed fingers at the community and I pointed fingers at people on the team, the prior owner who stuck around and felt like he had to keep an eye on me, all that kind of stuff.
But the truth is that I really allowed myself to be in that a position where I started to create a mind story of what I thought people wanted, in particular my business partners who had invested so much time and energy and money into this venture and put me in charge of it. And I allowed myself to start making decisions that put what I thought were the values in that head story ahead of my own values. And what that ultimately resulted in was me harming people and harming myself in the name of the bottom line. And it worked for a while until it didn't.

Stephanie Goss:
As it does, yeah.

Josh Vaisman:
I completely broke down, like the ugly on the kitchen floor crying one morning, total breakdown for literally no apparent reason as I'm getting ready to get in my car and make the drive yet again. It took me a while to realize that I didn't have to be in that space. That was in March. I didn't actually leave that practice and that partnership for another six months.
But when I finally did, because I knew that I wasn't going to get healthy if I didn't separate myself from the environment that was contributing to it, when I finally did, I had a realization that business is a human endeavor and there is no such thing as business without people. And as the people go, so goes the business. And I had put the business ahead of the humans, and I was never going to do that again. And so at first I wasn't really sure if I was ever going to come back to vet med.

Stephanie Goss:
I totally can empathize with that and understand that because a hard space to be, and it's real easy to look outside of ourselves and be like, “This is a hot mess. Maybe I'll just go find a less hot mess place to live.”

Josh Vaisman:
Right. Maybe there's something that's, I don't know, let's go with warm and mildly disorganized. That would be an improvement. You say that and the sense that I get when you empathize with what I just shared, the sense that I get is that maybe you've been in a place like that before?

Stephanie Goss:
Oh, yeah. Oh yeah, for sure. It's funny because as I'm listening to you tell your story and will save mine for another day. But yes, 100%. And I think so many people I've met in veterinary medicine have gone in some way, shape or form through what you're talking about and what you're describing. And your story is a familiar one because so many people, nobody gets into veterinary medicine for the money. Everybody is here for the patients, for the people both. You and I are very similar in that we're here for the people. And of course I love the animals and love the why of what we do to take care of the animals.
But for me it was always about the people as well. And recognizing in yourself, and I've talked about it on the podcast, it took me a lot of therapy to get to a healthy place where I stopped beating myself up for the times when I did make the mistakes and stop putting the humans before the business. I think that's something that's really easy to forget and for a myriad of reasons, least of which is “I'm intentionally.” I don't think I ever was the person that's like I'm putting money ahead of the people on my team, but there's always some reasons like well, I want to hire more people, so I want to make more money so that we can take care of more people.
And that is good intention, but when you focus on that to the exclusion of all else, it still puts the people behind. And so I a hundred percent know what you're talking about and have been there in that place where it's like I don't really like myself very much and what I'm doing here, and really it's funny because since doing the work that I get to do with Uncharted and the changes that have happened with my career in the last few years, I have so many people tell me, and I'm sure you do too, because you're a very positive person. I have a lot of people who are just like, “You're so good at what you do.” And I'm like, “I'm real bad at what I do. I think I'm just real good at being honest about it. Stop trying to put me on a pedestal when it comes to managing because I've screwed up just as many ways as I've done it right.”
And so for hearing you and recognizing that, it takes a lot to not just walk away and that is the piece that I feel the most because I was right there with you. Maybe I just really shouldn't be doing this. Maybe I just suck that much at this and I should go find … I had a career outside of vet med, before vet med, and do I leave altogether and go find something else that I can harm other people less and harm myself less doing? So that place on your kitchen floor, I feel that, Josh.

Josh Vaisman:
Yeah. Gosh, thank you for sharing that with me. It's very validating to hear somebody with your level of success and where you stand in the community now, share that experience that mirrors a lot of what I went through. You said you started to question if maybe you're not that good at this and maybe I should go find something else to do. I distinctly recall saying to myself, “I don't belong here. I really don't. They don't want me.” Gosh, that one really hit me.
So I separated myself from all of that for a while and then it gave me the space to start exploring things, and that's when I really started taking a deep dive into, at first it was Shawn Achor's work, his book, The Happiness Advantage and some of that, and then that turned me on to Martin Seligman and Applied Positive Psychology, and I took a few Coursera courses on that put on by the University of Pennsylvania with him and Angela Duckworth and Karen Reivich and the titans of positive psychology, and it just kept ringing in my head, this is what we're missing.
This is what we need. I had this realization, I think this is going to resonate with you. You said it wasn't like you ever sat there and thought, “Okay, I'm going to make the people second. The money's …” But you never did that. You, I'm certain, have always had people's best intentions in mind as, I have come to realize, almost every single person in veterinary leadership that I have met over the last several years, and I've met a lot of people over the last several years. I can count on one hand the number of people that I can confidently say they don't have good intentions in veterinary medicine. Almost everybody is trying to do the very best they can each and every day with what they have to uplift, support, amplify, benefit the people around them. And no one's ever taught us how to do it.
No one ever taught me, I stumbled into it. Nobody ever taught you. Nobody teaches us. We learn all of these great technical skills, but nobody actually teaches us. How do we actually create an environment that allows people to not just survive, but actually thrive in and through the work that they do? No one ever taught us. And it felt to me like positive psychology had something special to share. I love it. And so that's been my mission ever since then. That's why we started Flourish Veterinary Consulting. That's why we do the work that we do through our organization. That's why I wrote the book is I really want to empower everybody in a leadership position, whether that's by title or in formal leadership.
You're the RVT who's worked in the hospital for 15 years and I don't ever want to be a manager, but everybody on the team comes to you. Guess what? You're a leader. You're an associate veterinarian who just graduated just past your board and is starting your first ever job. Guess what? You got a license. You're the tip of the healthcare sphere. You're a leader. Like anybody who's in that position, I want to make sure that they've got tangible evidence-based skills to create the kind of environment that actually allows people to be at their best. And hey, what do you know? Everything else gets better when that happens.

Stephanie Goss:
Oh my gosh, I love it so much. And there's so much to unpack there, and this podcast could be like nine hours long. But so what I really want to do, I want everybody who's listening to go and buy your book and we'll drop that at the end where they can find it. Because like I said, I'm reading it and I sent you an email right after I started it because you guys, I think I got maybe a chapter and a half or two chapters in and I was so impressed because I could hear you, Josh, in my head, but I also loved that I was reading it and I have done a lot of work, but I will say I have read some of the authors that you were mentioning, but the positive psychology piece is definitely not my realm of education.
And when I was reading it, I didn't feel dumb and I felt like you were speaking my language and you were saying things that I could feel in any position in the practice and that it would resonate with. And so that's just one of the things that I have loved about it so far is that I feel like you can, whether I was in my CSR role and I could have picked up this book and read it, or I could be in the kennel and just wanting to learn more about working in a good environment and pick up this book and least of all be a practice owner or practice manager whose job it is to make sure that you believe in things like this.
I think it's a tool for everybody, but will you tell us a little bit about the basics of, because positive psychology is a phrase that is getting more attention in veterinary medicine, and I'm so glad that it is, and I also think that it's used very interchangeably with positive culture and those are two radically different things, and there's a lot of work and science behind the positive psychology. Will you break that down a little bit for us? Just on a really basic level, and I think that probably ties to maybe why you wanted to write the book in the first place.

Josh Vaisman:
So I like to talk about these kinds of concepts using metaphors, and so if we think of the lived experience of just being a human being as a garden, there are things that happen in a garden. Sometimes weeds show up. You could think of those as the challenges or the bad things in life, and sometimes the weeds get, they're pretty noxious and they take over and maybe the result in the garden really not doing well and it's suffering. That could be mental health issues, things of that nature. Traditional psychology has been very interested, not always, this is not ubiquitous, I want to be very clear about this. It's not everywhere all the time, but generally speaking, there's been a heavy focus traditionally in psychological research on weed management. What are the things that we can do to make sure that the weeds don't show up, that when they show up, we can nip them in the bud, that when they get real thick and bad, that we can alleviate those problems?

Stephanie Goss:
Know how to get rid of them.

Josh Vaisman:
Yeah, eliminate them. That's an important part of keeping a garden. Anybody who has a garden knows that weed management is important. But let's assume that that's the only thing that you do in the garden. If the only thing we do is focus on weeds, first of all, probably not actually going to succeed. There's really no such thing as a garden that's a hundred percent absent of weeds a hundred percent of the time, and that's the truth for life. Life is hard. There are difficult things. We have this word in our lexicon called stressors for a reason because they're everywhere. Every single one of us faces stressors on a daily basis, so we're never going to get rid of all the weeds from the garden. But even if you could, let's just imagine we'll play a mental game here. We'll imagine that somebody comes up with that special spray that you spray in the garden, and never again are there weeds. Great. What's left? Dirt.
Part of gardening is also growing things. Positive psychology is interested in what are the things that we can grow in the garden? What are the nutrients we can add to them to make sure that they really thrive and flourish to their full potential, so that even in the presence of weeds, we're going to look at that garden and say, “Ah, that's a beautiful garden worth keeping.” It's the same thing with life. So positive psychology is very, very interested in what are the nutrients that add to a life worth living?

Stephanie Goss:
I love that metaphor so much because A, because I followed it and I feel not dumb and because it's midday and I've not had enough of my caffeine yet, and B, that speaks to my soul because what person, especially in a job like veterinary medicine where we genuinely get into it because we love what we do and we care about the patients, who wants a job that consists only of managing weeds? That job would suck. I don't want the job where all I'm doing is the thing, but to your point earlier, I think so many of us in leadership roles, we don't have that intention and the tools that we are given generally are focused on weed management and solely on weed management.
So most of us are not equipped to do more than look at that general psychology view of, “Okay, I know that if I have a discipline problem, these are the steps that I have to take to solve that problem.” We don't look beyond that. And that for me, in a management role in veterinary medicine, I like all the weird things that other people do. I love spreadsheets. I love all of the weird number crunching. Don't ask 4th grade Stephanie about that because I hated numbers as a kid.

Josh Vaisman:
Stephanie, I have to tell you this really quickly because Tess will not forgive me if I don't share it. Andy and I attended one of your talks at AVMA and on the slide you had, if I remember the wording, it was something along the lines of Airtable Nerd.

Stephanie Goss:
Yes.

Josh Vaisman:
I told that to Tess and she lit up. Lit up, came alive.

Stephanie Goss:
I love it so much.

Josh Vaisman:
It's not just me.

Stephanie Goss:
No, I love spreadsheets. I love Airtable. I love all the nerdy organizational stuff and nothing devoured my soul faster than having to deal with the problem management all of the time. I got zero joy and satisfaction from that as a manager, and unfortunately I spent a lot of time doing that in veterinary medicine. To your point earlier, some of it was the circumstances of the hospital and growth and change and reaching for that bar and moving from one doctor to four and all of the normal growing pains, and I am self-aware enough and have done enough therapy to have this conversation honestly with you. A lot of it was my own making because I was just like this is the tool that I have been given and for a really long time, instead of going in search of more tools and instead of just saying, “Hey, nobody taught me how to do this, maybe I should learn.”
I was like, reach for the management tools and then go garden the hell out of that garden with the tools that I have. And unfortunately, they were the tools that were really just focused on eliminating the problems and not actually dealing with making the garden pretty and focusing on the culture and the people and that feel good thing, even though that was always my intention. I love people and I love talking to people and I love everybody being happy at work. And so of course I wanted to cultivate that, but it took me a really long time to get to the place where I understood that does not happen in a vacuum. You have to actually dedicate time and energy and resources to making that happen.
So it's one of the things that I'm really glad that you are shining a light on in veterinary medicine, because you can read a book and learn lots of things and you guys all should. I'm going to drop Josh's book link in the show notes because you mentioned some authors who I really, really enjoyed reading. And this is a thing you have to do and practice and live, and it has to be ongoing because you don't just get the beautiful garden without a ton of work.

Josh Vaisman:
100%. I totally agree.

Stephanie Goss:
Hey, friend, we have been talking a lot about how we have a bunch of new events coming in the back half of 2023 that are going to let our team share our experience that we have gleaned over the last few years working with hundreds of leaders across veterinary medicine in all kinds of different positions, from support staff to doctors to regional leaders. We have been putting together something big that is coming. I can't tell you all the details yet, but I promise you are not going to want to miss out on this big, big, big announcement that is coming soon, but not soon enough for me. So I want you to head over to uncharted vet.com/insight and sign up for the newsletter. That is the only way to make sure that you have the information as soon as it's ready to hit the presses. It is exciting and I cannot wait to share it with you.

Josh Vaisman:
I would like to validate something or at least attempt to validate something. When you talked about your experience as a manager who was sort of stuck in the cycle of weed management, you talked a bit about context, but you also talked about your own making and the tools that you had. I want to try and normalize that a bit for folks that are listening. I recognize the persona that I carry with me these days, and especially imbued in the work that I do. I can come across as the always positive, always happy person, and sometimes I also recognize that there's a danger in that and that people can sometimes feel like when you're around somebody like that, that you can't ever be anything but the same. And I really want to normalize, Stephanie, you're also … Andy's not here to argue with this, by the way.
You're also a normal human being and because you're a normal human being, you have some very normal psychological features that are literally hardwired into the physiology of your brain, and I use that word feature on purpose. I really want to hammer that home. These are features, they're not problems. One of those features is a negativity bias. And so of course when you're stuck in the stress of a management role, and you're carrying the weight of the context and environment and the bars that you're striving for, and things feel like they're on fire around you without any other tools, without any other support, without any other structure, we're all going to default to our normal brain features. And one of those features is, “What's wrong? How do I fix it?” That's where all of us go. I just want people who are listening to recognize that that doesn't make you bad or broken, that makes you normal.

Stephanie Goss:
I love it so much. You said it with a lot more education and clarity behind what you said than I would, but that's a lot of what I feel like I get to do on the podcast. That's one of the things that I love the most about just doing the work that I'm doing now is like, let's be real because we're all human and there are things that we all do are not great or that we wish were better. But the cool part is we get to choose and we get to be intentional about it, and that's one of the things that I love about you is recognizing that you're not advocating for toxic positivity.
You're not advocating for you've got to have a sunny outlook no matter what, you are looking at how do we acknowledge that the weeds live here too, and how do we try to have less weeds over time? And not even just an instant, but this is going to take time and work and effort and the ultimate goal would be to have less weeds. But the garden, it makes it unique, and that's one of the things I always thought it felt very zen to me to get into that headspace. Andy calls it when he has Buddhist moments, but for me it was very much like oh, just remind yourself it wouldn't be the same without them. Even the people who drive me crazy, our beautiful little messy group would not be the same without the drum major who just cannot keep beat. Sometimes you just have to roll with what you got.
That's one of the things that I love about your work and your approach, whether it's in the book or how you engage with people at events or lecturing or any of the consulting work that you do, just like looking at it from that perspective of I think there's this natural inclination in veterinary medicine in particular, to just go to one side of the extreme or the other. So if you are advocating for education around positive culture and positive psychology and focusing on some of these things, I think there's a lot of people who look at it and say, well, you have to do all of that to the exclusion of other things.
There's this feeling of if you're not all in and you're not making it all touchy-feely and everybody's not sitting in a circle and singing Kumbaya, then you're doing it wrong. And I can promise everyone, I may make people sing in my practice, but it never looked like sitting in a circle and singing Kumbaya. It looked like Boy Band Friday Dance Party in the treatment room and forcing my doctors to sing Backstreet Boys. That is a thing that has happened.
But I do think that people think we've got to be all touchy-feely, everybody's got to be all up in everybody else's business, and that's part of what I love that you break down so well in the book is like, no, no, people are people and you are going to be negative sometimes and you are going to have bias. And we have to look at that and acknowledge that and figure out okay, then what do we do with it? If we acknowledge that that's going to happen, how do we make it better in the future?

Josh Vaisman:
Yeah, it's funny now I'm thinking we should have titled the book Lead to Thrive, the Science of Crafting a Human Culture.

Stephanie Goss:
I like that. I like that too. But I also like the focus specific on veterinary medicine, but I also love that so much of what you talk about is applicable to everybody inside and outside of veterinary medicine. I think we needed a little bit more in veterinary medicine right now, so we need a little love.

Josh Vaisman:
I don't disagree.

Stephanie Goss:
Okay, so there's two big pieces that I want to talk about before we're done here. One has to do with the book. So there's a lot of education and science and study behind positive psychology as a whole, but in particular the work that you share in your book and in your work. And when I was thinking about it and I was talking with my coworker, Maria Pirita, who loves and adores you and is very jealous that I'm getting podcasts with you right now.

Josh Vaisman:
I love and adore her too. She's pretty amazing. Those of you out there who don't know Maria yet, you will and you'll be better for it.

Stephanie Goss:
The world is better for having Maria Pirita in it. But we were talking about it and she was just like, “I think one of the things that both of us were thinking about in getting into the book was why the science is important to positive psychology.” And there is a lot of, again, probably the same people in veterinary medicine who would look at it and be like, “It's too touchy feely” would probably be like, “There's no science behind it,” but there is a lot. And for me, where it really resonated when I was thinking about it was I've worked with practice owners who have looked at life and looked at their team and looked at the practice and gone, “I'm paying them really good wages.”
These are good practice owners, good people who care about the people who work for them. And they're like, “I am paying them really well. I am providing for them. They're getting benefits. Everybody gets breaks. Like I am busting my butt to take care of these people, and isn't that enough? Because I pay them well and I treat them well, shouldn't my responsibility end there? Why should I have to do more work to create a positive culture and a positive workplace?” And I think that there's science behind that and positive psychology that helps explain the why, and I would love your perspective on that.

Josh Vaisman:
Awesome. Thank you. It's so wonderful question. It's one of my favorite ones. I do do get it frequently. I will never forget the first large scale workshop that I was doing delivering this and 60 something people in the room for the day. And about halfway through as I had just gotten done, talking about the science of positive psychology, this gentleman raises his hand and he says, “You know, Josh, this is all fine and dandy, but it's not really my job to make people happy at work.” It was so awesome watching everybody else in the room perk up and watch to see how I would respond.

Stephanie Goss:
Okay, so I'm not the first one.

Josh Vaisman:
You are not. No, no, but oh God, it's a good one. It's a good one. There's so many different tactics. If I'm feeling particularly cheeky, I'll respond to people and I'll say, “You're absolutely right. There is no federal mandate for you to make people happy at work. And how is that working out for you? Tell me about your turnover. Tell me about your productivity.” If I'm feeling a little bit snarky down that day, sassified.
The reality is I think you can actually, for those of us who take that sort of economic tilt, if you go to … I am not an economist by the way, so maybe Matt Soloy should follow me after this and he can tell you more about this. But if you look at traditional economics, traditional economics made the assumptions that human beings are rational creatures and that if A makes more sense than B rationally, then human beings will universally select A. And yet when you go out into the world, we see that people routinely make “bad decisions” for themselves when it comes to economic decisions. Why the heck is that? Well, we got some really great answers when people like Daniel Kahneman came around and showed us that actually human beings really aren't rational creatures. We're emotional creatures who have this unbelievable capacity to rationalize our decisions that are often steeped in emotions.
And that's a bit of an oversimplification, but the reality is that that's how we are. We are driven by psychological drives, by psychological needs, by these desires that we have that really sit more in our emotional centers. We've also evolved as part of our brain that allows us to think at a higher level and we can justify things and rationalize things, and yes, we can have moments where we make really, really good rational decisions. And yes, you're correct that it “should” be from a purely rational perspective. If I pay you to do a job, you will do the job to the T of what the job expectation is. And yet everywhere we look, that doesn't happen. So we can decide to be really annoyed by that and just complain and people should and wave our hands and probably just continue to have the same kinds of problems that we have now, or we can embrace the reality that human beings are psychological and emotional creatures.
And what we see consistently in the research is that when those psychological needs are met, people perform better. One of the ones that I've been using a lot lately, I'll put up a slide in a presentation and it just has the number 15 on it and I tell people, just remember this number. The next time you feel like, “Well, I pay people, well, they should.” A meta-analysis that was conducted 8 or 10 years ago, 92 studies looking at factors that predict job satisfaction, so job satisfaction is one of the best on the research side. It's one of the best antecedents we have to job performance, things like productivity, efficiency, turnover, all those kinds of things. People who are satisfied where they work tend to do better and stay longer. That's just the reality of the research. So what are the things that predict job satisfaction?
What this meta-analysis did was it tried to identify what is the correlation between compensation satisfaction and job satisfaction? So I am happy with how I'm compensated here, my salary, my benefits, so on and so forth, and I am happy to work here, which then predicts all these other outcomes. What they found in this 92 study meta-analysis was that compensation satisfaction accounts for about 15% of the variance in job satisfaction scores, 15%. Now, that's not zero. That's something. What we pay people matters. We have to pay people well, if we want them to be satisfied and do well, we got to pay them well for what they do. It should not be an excuse for us to underpay people, and it should also make us realize that while money matters, where we work matters more and the environment that we're in accounts for 85% of the variance in job satisfaction scores, at least according to this study.
So we've got to recognize that what we're inputting into that environment every day is going to influence the output we get from the people there. Outputs, patient care, number of new clients, average transactions, client turnover, team turnover, all of those things are lagging indicators of human input. What we put into that environment results in those things. So yes, pay people, pay them, well expect them to do a job for that pay and don't rely only on that because it only accounts for about 15%.

Stephanie Goss:
Which is absolutely crazy when you think about it just in general, that number blows my mind because I didn't expect it to be so low. Honestly, I expected it to be higher. But when you think about the conversation in veterinary medicine as a whole, as an industry, we've pretty exclusively, for a long time, focused on the money. And rightly so, because to your point, we were lagging very far behind. And so the conversation needed to be about money. And I think that there's a lot of people, and I don't think that it's a generational thing. I think the stick that everybody immediately reaches for is the older generation of veterinarians made it a generational thing, but I think that's total bull–. I think that there is this tendency to be like well, if we deal with the money part and then our work is done, we've done that part and why does it have to be the rest of it?
So I love that you shared that data so succinctly and smartly, that's only a tiny, tiny piece. The 85% is what we really need to focus on next. We've got to take care, hear me, because there will be people who listen to this and are like, “Stephanie says we don't have to worry about paying people.” That is not what I said. That is not what Josh said. You absolutely have to pay people and pay them well, and they cannot be worrying about where the next meal on their table at home comes from. If that is the case, the rest doesn't matter. And when we have taken care of those needs and we are compensating people, well, we have to return the rest of the focus on the culture piece and the other 85%.
What I love about that statistically and science-wise is that it leads right to the output, which I think you and I both knew as leaders in veterinary medicine, if you take care of the people and you practice good medicine, the numbers follow and that the proof is in the pudding there. Those numbers are going to rise or fall as they should when you take care of the people and you practice good medicine.

Josh Vaisman:
I like to think of money, compensation can be a really good recruitment tool. It's not necessarily a great retention tool unless your intention is indentured servitude. If you want people to feel the weight of golden handcuffs, then you could probably use money to keep people longer, but you're not going to get performance out of them if that's what you're after. There are other things. Is it okay if I share another piece of data?

Stephanie Goss:
Yeah. Yeah, yeah. Go for it.

Josh Vaisman:
So last year we at Flourish got really interested in looking at what are some of the things that might contribute to that other 85%. We were in particular interested in retention, but we looked at a few other things as well. So we took basically the four pillars from the book from Lead to Thrive, and we built an assessment tool around it and then we put out a call to the veterinary community. So this was last fall, in 2022. We just said, “Hey, if you work in veterinary practice and you have a boss, we would like to hear about your experience with that boss.” Those were the qualifications. We got just under 600 people, veterinarians, technicians, CSRs, practice managers, small animal, large animal, mixed animal, general practice specialty.
There was a mix of everything, the whole gamut. And then we asked them to rate, does your boss do these positive leadership behaviors? The things that are laid out in the book, do they do these four things that contribute to psychological safety? Do they do these four things that contribute to purpose, to path to partnership, agree or disagree? That was it on a scale, seven point scale with four being neutral. We weren't asking them, “Do you have a good boss or a bad boss?” We just like, “Do they do these behaviors or not?” That's it.
Then we ask them things like, “Hey, how satisfied are you where you work? How often do you think of quitting your job? How often do you think of leaving the profession? What is your workplace wellbeing like these days?” Those kinds of things. And then we collected all this stuff and then we compared them. We looked for relationships. Now there's a couple interesting things. Number one, on our seven point scale, with four being a neutral, the average response for my leader does or doesn't do these things was 4.4, which is just a hair north of neutral. So it's not happening all the time.
However, it was a pretty even distribution. It was really interesting. So if we took out the neutrals, the people who averaged between three and a half and four and a half, we set them aside. Anybody who had over 4.5, we called them our high positive. So they're on some level agreeing that “Yes, my leader does these positive leadership behaviors.” And then anybody below 3.5, they're saying, “No, I disagree.”

Stephanie Goss:
Generally no.

Josh Vaisman:
“On some level, generally no, they don't do these things.” We looked at the relationship between those two groups and all those outcomes people who said, “My leaders do not practice these positive leadership behaviors,” the average response to how often do you think of quitting your job was often 4.2 out of 5.

Stephanie Goss:
4.2. That doesn't surprise me.

Josh Vaisman:
The people who said, “My leaders do do these things to some extent,” the average response to how often they think of quitting their job was rarely, 1.8 compared to 4.2. That's a 2.3x difference.

Stephanie Goss:
It's huge.

Josh Vaisman:
Yes, money matters. It absolutely matters. And if your goal is to keep people in your hospital and keep them engaged, this stuff matters more.

Stephanie Goss:
Yeah. Oh my gosh, my mind is boggling. And now I want to nerd out with you for another hour about numbers. The last thing I want to ask you about before we wrap it up is a fun question. So I would love to know what is one lesson that you wish that you had learned before you became a leader? Andy and I have been sharing some of our lessons lately, and we had so much fun. I'm like, “I'm going to ask Josh this question.”

Josh Vaisman:
I love that you're asking me this. So I was recently listening to the two part series that you did on those thoughts. Yeah, man, I don't know, because there's so many different ones. So one that I've been playing with a lot lately with some of the clients that we work with is this idea of that you can spend more time to save time, I guess is the way that I'm thinking of it. It's being very intentional in how we spend our time. Relationship development as a leader, it turns out that it's actually a pretty exceptional time saver. So I was really inspired by this originally. There's a researcher out of the University of Michigan Ross Business School, Dr. Kim Cameron. He is one of the founding members of the field of positive organizational scholarship, which you could think of as positive psychology on the organizational level.
In one of his books, he talks about these studies that were done on these very targeted one-on-one check-in meetings, essentially interviews between manager and direct report. And in one particular study showed some really, really impressive impacts on productivity, job satisfaction, and a reduction in turnover just by implementing these in a fairly well controlled study across a variety of organizations. The thing that really stood out to me though is that they interviewed the managers that had to do these. So this is how this program was done. Stephanie, you've got seven people on your team that directly report to you. Here's what we're going to do. You're going to sit down with each of them a minimum of once a month for one hour, one-on-one. So I'm asking you to add, quote unquote, add seven hours of additional work to your regular life as a manager. That can feel burdensome. A lot of people get turned off by that. You want me to do more? I hardly have time to do what I'm doing now.

Stephanie Goss:
Yeah, 100%. I can totally imagine the days where that would've been in the first thing that came out of my mouth. I don't have seven more hours in my month. What are you talking about?

Josh Vaisman:
You cray, buddy. You cray.

Stephanie Goss:
Yeah, exactly.

Josh Vaisman:
That's cute that you think I'm going to do that. So they had these managers do that, and then the ones that did it for the entire 18-month study, they asked them at the end of it how it impacted their ability to do their own work. So they had basically three options. Over the past 18 months, did you find you had less time to do all of your other managerial duties? Did it have zero impact on your ability to do your other managerial duties or did it actually open up time?
And to a T, they all said, “I had more time.” And the average response was, “I found I had an additional eight hours a month to do my work.” Because when we develop those kinds of relationships with the people on our team, when we show them that we actually care about them as human beings, when we help them develop, so we don't look at them as problems, we look at them as possibilities. When we show them how the work that they do matters and the impact and contribution that they're making and how that ties to the higher goals of the organization, and when we give people an opportunity to really express their perspective and voice and feel heard as if they belong somewhere, hey, guess what? They stopped knocking on our door. Because they're doing the work.

Stephanie Goss:
I love that that's the lesson that you shared. As a manager, I would've been happy if you had told me that it was a net-zero. If I just come out even, I would be happy because I would be getting to know my people and it wouldn't be costing me any more time. But how could you look at that? How could you hear that, see the data and not get all behind the idea of, “Look, if we take care of our people, if we grow them, if we develop them, this will come back to us tenfold.”
But where so many of us get caught up is the first reaction I had, which is the holy hell, where in the hell am I going to find seven more hours to spend with people once a month? But if you think about that, 18 months is a very short timeframe in the lifespan in veterinary medicine, and I could do anything for a year and a half, this is not that hard. I love that so much. You did not disappoint with that answer, Josh.

Josh Vaisman:
Thank you. Thank you. I tell you, for me personally in the role that I play now at Flourish with our team, it's been life-changing to have those things. It's just on the schedule all the time. We meet routinely to talk about these kinds of things, and it's all about supporting them and helping them excel in their roles. And I can honestly tell you that I feel three times as productive as a human being now than I ever did as a hospital owner and practice manager.

Stephanie Goss:
We should do a podcast about that. Let me learn your Yoda master ways. I have a feeling that lots of people would like to hear about that. So I want everybody to immediately run out and buy the book because it's amazing and you are wonderful. But where can people find you on the interwebs to connect with you and to find the book?

Josh Vaisman:
Yeah, absolutely. So you can find Flourish at our website, which is just flourish.vet, F-L-O-U-R-I-S-H dot V-E-T. I am pretty active on LinkedIn, so you can find me and Flourish on LinkedIn. We're on Facebook and Instagram as well, and at most of your neighborhood lead conferences.

Stephanie Goss:
I love it so much. And the book is an AAHA Press book. So I have to head over to AAHA's website, but I don't have to be an AAHA member to buy it.

Josh Vaisman:
Correct.

Stephanie Goss:
Fun fact, Stephanie is not currently an AAHA member and I was able to buy it.

Josh Vaisman:
Me neither. And I wrote a book for them.

Stephanie Goss:
At the non-AAHA member price. But you can head over to AAHA's website to purchase the book. Josh, this has been an absolute delight. Thank you so much for joining me today, and I will hope that Andy doesn't listen and say you were a wonderful stand-in and you are welcome to sit in Andy's chair on the podcast anytime.

Josh Vaisman:
I'm not going to lie, Stephanie, talking to you is an absolute highlight for me. You're so genuinely curious. You are hilarious. You bring levity, but you have this unreal ability to do serious things without taking it too seriously. It really fills my cup, so thank you for bringing me on. It's been a joy.

Stephanie Goss:
Thank you. You guys can't see me, but I'm tomato red now. Thank you, Josh, from the bottom of my heart, I really have enjoyed having you here. And Andy's going to be jealous now because he's going to be like, “Goddamn it, Josh is trying to take my spot.” But you are welcome back as a co-host anytime.

Josh Vaisman:
The plan is working.

Stephanie Goss:
Till my thoughts take over the world. It'll be like Pinky in the Brain over here. I love it. Take care everybody. Have a fantastic rest of the week and go check out Josh's book.

Josh Vaisman:
Thanks everybody.

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

Written by Maria Pirita · Categorized: Blog, Podcast · Tagged: communication, culture, management, Practice ownership

Aug 09 2023

Discounting for Friends and Family – Will It Piss the Team Off?

Uncharted Veterinary Podcast Episode 244 Cover Image

This week on the podcast…

This week on the Uncharted Podcast, Dr. Andy Roark and practice management geek Stephanie Goss dive into a mailbag question from a new practice owner who is thinking ahead! They want to take care of their team and set up great employee discounts. And they want to help take care of the pets belonging to their friends and family who helped get them to where their dream of practice ownership is finally a reality. How does that mix with their plans for their team? We'll find out – Let's get into this…

Uncharted Veterinary Podcast · UVP – 244 – Discounting For Friends And Family – Will It Piss The Team Off?

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 your challenges and would love to feature your scenario on the podcast. Head over to the mailbag and submit it here

Submit your questions here: unchartedvet.com/mailbag


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Episode Transcript

Stephanie Goss:
How many times have you called a client in the last three days, left a voicemail, and then had somebody call back and say, “I had a missed call from you,” not even having listened to the voicemail. Look, the data shows clients want texting. They want online and digital communication. So if your practice does not offer texting two-way with your clients, you are missing out in a big way. And you're also in luck because our friends at Simple Texting have done the research, that one in three clients check their text notifications within a minute of receiving a text, one in three. And that goes up to 85% of all of our clients within the first five minutes after receiving a text. So if you're listening to this and your practice isn't yet texting two-way with your clients, you are missing out in a big way.
And I don't want you to miss out anymore, and neither does Andy. So our friends at Simple Texting have put together a deal for you, our Uncharted listeners. That's right. They have got texting plans that you can try for free for 14 days, but if you go to simpletexting.com/uncharted, they are going to give you up to $100 worth of free credits when you sign up for texting for your clinic. There is no reason, none whatsoever today to not be texting with your clients. So if this is you, head over to simpletexting.com/uncharted, get your deal, check out all of the amazing options.
Hey everybody, I am Stephanie Goss, and this is another episode of the Uncharted Podcast. This week on the podcast, Andy and I are diving back in the mailbag. We got a great letter from an ambitious startup owner who doesn't want to break the bank or employee relationships. They're asking some questions about discounting for their team while also taking care of the friends and family who help support them and get them to the place where their dream is becoming a reality as a new practice owner. This was a really fun episode for Andy and I to talk through. We hope you enjoy it. Let's get into this.

Audio recording:
And now, the Uncharted Podcast.

Andy Roark:
And we are back. It's me, Dr. Andy Roark, and the one and only Stephanie, I've got friends in low places, Goss.

Stephanie Goss:
Now sing it for me please.

Andy Roark:
I've got friends in low places.

Stephanie Goss:
You are no Garth, my friend.

Andy Roark:
No, I know. I have never claimed that I could sing. I can't carry a tune in a bucket.

Stephanie Goss:
But I appreciate that attempt.

Andy Roark:
It's bad.

Stephanie Goss:
I appreciate that attempt. How is it going, Andy Roark?

Andy Roark:
Oh, it's good. It's really good. Things are rolling along here. I'm hanging out here petting my doodle with a self-confidence problem. I was doing…

Stephanie Goss:
Stop it.

Andy Roark:
No. It's worse. It's worse. I was doing my other podcast, Cone of Shame, with the vet behaviorist, Lisa Radosta, who is amazing. She's amazing. And I should have just hit record. I think I'll probably go back. I think I'll probably get her back on. I did that thing where like, “Oh hey, while you're here, I got this dog.”

Stephanie Goss:
You were that client.

Andy Roark:
I got this dog. I was. I was like, “Hey, will you come do a podcast while you're here? Look, can you look at this?” I was like, “I got this dog and he piddles on the floor. If I come home and go to pet him or greet him, every now and then, he will pee on the floor and he's four years old.” And she started talking to me about urination like that and asking me about, “How does he look? What does he do with his ears? What does he do with his head,” all these sorts of things. And she was like, “Yeah, this is a conflict sort of response. And so he's got anxiety around meeting people or people reaching out and petting him and things like that,” and I was like, “Okay, well, what do we do about it?” And she's like, “Well, he has low confidence, Andy. You have to get his confidence up.” So now, I reported all of this dutifully and now I'll be like, “He's a bad dog.” And my wife is like, “You're going to hurt his confidence. Don't.”

Stephanie Goss:
Wait, wait, wait, wait, wait, wait, wait. Let me get this straight. So not only do you have a doodle.

Andy Roark:
I have a doodle with confidence issues. That's what I have. That moment of silence was just Stephanie just shaking.

Stephanie Goss:
I'm dying. This is priceless.

Andy Roark:
Now I sit with him, we do affirmations. I'm like, “You're a good boy, you're a handsome boy, you're a smart boy.”

Stephanie Goss:
Boosting his confidence.

Andy Roark:
People like you.

Stephanie Goss:
Oh.

Andy Roark:
So yeah, I'm working on Skipper Roark's confidence.

Stephanie Goss:
Okay, Skipper, Skipper. I can't even say anything with a straight face. Skipper has got confidence issues. The only thing that Skipper is confident about is his ability to go pee in the neighbor's yard, right where the sign says, “Don't pee on my lawn.”

Andy Roark:
Yeah. He's confident that he wants to poop in the no pooping yard. He's very confident about that, but no, the whole time, I thought he was bad. It turns out he is just insecure. It's a lot like…

Stephanie Goss:
He's also bad because let's be clear.

Andy Roark:
Yeah. Well, it's like the high school boy where people are like, “Oh, that guy is a jerk.” It's like, “No, he's just got self-confidence issues.” And that's Skipper. He 100% went into my wife's purse and chewed up her migraine medicine.

Stephanie Goss:
Oh, no.

Andy Roark:
And she was like, “Why would he do that?” I was like, “Leave him alone. He's got confidence problems.” All right. That's enough. That's enough. We should respect his privacy. Yeah. We should respect his privacy and move on.

Stephanie Goss:
Bad dog. Okay. Fair. Well, I'm excited. We've got a question from the mailbag today. And I was thinking back and I don't think we've actually tackled anything like this topic before, so I'm kind of excited about this. We've got a letter from a new practice owner and they are getting ready to open their practice here at any moment now, which is just big congratulations right off the bat because that's awesome. And they said, “Well, I have a question about discounting,” which I love that they're asking questions before they start doing things.

Andy Roark:
That's super smart. Because once you start, you're in it.

Stephanie Goss:
Exactly.

Andy Roark:
Once you start doing anything with your family, it's hard to be like, “Yeah, I'm not doing that for you anymore.” That is challenging. All right. So go ahead.

Stephanie Goss:
Yes. So they were like, “I want to set up a discount that takes care of my team because I care about them and I want to take care of them. And my friends and my family have really supported me through this whole endeavor. They supported me through school and being in practice. Now, I'm opening my own practice and my love language is gifts and acts of service. And so for me, the ultimate would be to pay back my friends and family and take care of them and take care of their pets as a thank you. My parents, my in-laws, I want to say thank you for supporting me on this journey and take care of their pets.” And so they're a kind and generous person. And so they're just like, “I want to do that.”
And they're thinking with a business head and they're like, “If I take a step back, I want to make sure that I'm maintaining fairness and avoiding creating disparities within the clinic because I don't want to give things away to my friends or my family for free that I'm not willing to give to my team and I need to make this a fair situation.”
And so they were like, “How can I approach the idea of friends and family discounts without compromising the fairness and integrity to my team and the discounts that they're going to get and the clinic policies that ultimately I'm going to set.” And was signed from an ambitious owner who does not want to break the bank or employee relations, which I absolutely love. And so I need us to start with giving this practice owner or this new practice owner big giant kudos for asking the questions because they are great.

Andy Roark:
It's always good to try to figure it out before you get into the moment, before you make it a pattern. Right? A lot of times with practice ownership, we have to figure out, we have to get there before we can start to make policies. I see a lot of people who spend a lot of time making policies for things that will never happen or they'll make big plans about what will happen if this thing, and then it never comes together. But anyway, in this case, knowing that we have friends and family who are around, I think it's good to think this through so you're not just making it up on the fly.

Stephanie Goss:
Yeah. Totally.

Andy Roark:
I have thoughts. The frustrating answer to this question, it's very, very simple. It depends. It wildly depends. Thanks for tuning in everybody. That's our episode. No, it wildly depends. It depends on how does your staff feel about their compensation package, right? Are they struggling to pay for services? Because if they're struggling to pay for services and you're no charging your friends, if they struggle to pay for services for their own pet, or if they're living hand to mouth and they feel like, “Oh man, this is hard to make ends meet,” and then you are giving stuff away to your buddies, they're not going to feel good about that. Or do they feel okay, or do they feel like, “Okay, I understand they're family. I would want to treat my family like that and gives the family the staff discount. I'm okay with that.” A lot of it depends. It depends on how many people are we talking here? Friends and family, what is that, one person a day? Is that one person a week? Is that one person a month? What is that?
I've seen practices. We've gotten letters. You and I have gotten letters from practices where there's an extended family and they're just rolling in all day long, going in and out and getting what they want. And so, how many people are we talking about here? Is this a revolving door of people getting discounts and breaks or is it your two best friends and your brother? Okay. Those are just different things. How do your friends and family act when they come in? How do they treat the staff? We've gotten letters about that where the family rolls in like they own the place. Basically, they don't have appointments. They walk in whenever they want. They don't listen to the texts. They dismiss them. They walk right back into the treatment room with their pet and just the staff feels wholly disrespected by these people who are coming in. And just, man, that's toxic. That's really toxic.
And I totally, I empathize with those letters when we got them. It's like, “Oh man, that's not okay.” And so all of those things really, really matter as far as, what are we talking about here? And again, I don't think anybody would think too much if you have a couple of people who come in every now and then and they're your family or close friends and you take care of those people. It's probably not a big deal, but I've 100% seen it become a big deal. It really depends on how you're doing it. And like I said, it depends a lot on how the staff feels, how they get treated, things like that. All that stuff matters. And the last part is, fair is where pigs win ribbons, there is no… What?

Stephanie Goss:
Oh my gosh. I'd never heard that. And that is the most southern thing that I've heard you say in so long.

Andy Roark:
You haven't heard that? Oh, fair is where pigs win ribbons. It is. So here's the thing, right? If I took a big group of people and I said to them, “Is the electoral college a fair way to do elections?” They would not agree.

Stephanie Goss:
Right.

Andy Roark:
And you would never convince all of them yes or no, but they would never agree. I was just trying to pick a thing that in our country, some people are like, “Nope, not fair.” And some people are like, “It is the most fair way.” And there's not a right answer. I don't know. Is it fair or not? It depends on who you are. It depends on what you're trying to do. It's the point of debate, but that's the whole point.
And so some people would say, “Sure, it's fair that this person's family doesn't have to pay for services or gets a big discount.” And other people would say, “It's not fair when we don't get the salaries that we need because this person's giving things away.” And again, people just depending on their worldview, you can have the same team and they could be split down the middle about what's fair and what's not. There's not a, “This is fair. Everyone's going to see it. They're all going to agree that it's fair.” And that will be the decided upon state of being is yes, fairness.

Stephanie Goss:
Yeah, because fairness is subjective. Right? And so, I think there's two pieces. You're spot on. The fairness is subjective and what one person views as fair may not be viewed the same way as another person in the situation or outside of the situation. So we're totally looking at fairness through the lenses of our own lives and our own experience. So that's number one. And so if fairness is super, super subjective, then there's two other pieces from a head space perspective that are really important for me. Number one is clear is kind. And so fairness is going to be subjective. And so the only way out of this that is positive all around as a practice owner for the team, for friends and family, is to make sure that you are very clear because that is going to be the most kind to everybody. So everybody knows what's happening, everything gets communicated very clearly. Clarity is your friend here.
And the third piece of it that I think is really, really important is that recognizing that what you do today and how you are clear and equity that you put into place today is going to change, may change as you go. Because you are about to open your practice and what works today about to open your practice may be something completely different that works for you six months from now, six years from now. Your practice is going to grow and change and evolve. And so the other piece of head space is don't think about this. I'm going to set a policy for my hospital that is going to be the policy on discounting until the end of time. That's the wrong way to look at it, in my opinion. Think about it as what am I going to do right now and for the foreseeable future, and when am I going to reevaluate? Because that will help you with that clarity for yourself and for your team.

Andy Roark:
I like that. I would also say, it's much easier to loosen up later on than it is to tighten it back down. And so I think that if I would start with a conservative policy, especially as you open. You're like, “We just opened up.” You know what I mean? I'll say something that may come off as… I don't know, it may be contrary or whatever, but I'm not particularly excited about having my friends as clients. And there's a lot of people who just would disagree with me. And you hear that and go, “Oh my God.” But the truth is, I like to be a vet, and then I like my friends to be my friends. If somebody would not come to me as a veterinarian if they didn't get a discount, then I don't really want them to come to me as a veterinarian anyway.
And I don't really personally, I'll just say, I've been doing this for a good amount of time now, I don't really like the veterinarian relationship woven into my friendship relationship. I don't like when I'm suddenly the service provider to my friend who's unhappy with something. You know what I mean? There's an awkwardness there that I don't really like.
And I guess it's one thing if you need the money or you're trying to get something up and going and things like that, and your friends can be your best clients. They can be. They can also be your worst clients and they can also make friend gatherings awkward when you're like, “Yeah, and I heard that medial patella luxation surgery didn't go the way I wanted. And I know that every time you see me, you think about it.” That's odd. There's just a little bit of awkwardness there too.
I'm not saying that other people, you shouldn't do vet work for your friends. I'm not saying that. But I am saying, I don't race out and say to people, “You should come and see me.” In fact, I generally don't. I generally don't. I like to keep my friends and my business separate as much as I can, but that's just kind of always how I've sort of done it. I'm happy with my neighbors to come and see me, that's fine, but that's the level of relationship that we have. And so anyway, I'm not trying to set a rule here or anything at all. And maybe no one else feels that way, but I do.

Stephanie Goss:
No, I think that it's good that you bring it up because I think that it is regardless there's going to need to be some boundaries, right? And I think I'm glad that you brought it up because most of the time, you and I see the opposite end of the spectrum. What you were talking about where there isn't as many boundaries and where the rules are not the same for friends or family as they are for the team and other clients. And that's where it gets people into trouble. And so thinking about it on the spot here as we're talking about this, every single practice that I have ever worked in, there has been a friend or family member. There is someone who gets the discounts, but who is not our client. They don't follow the rules, they don't do any of the things that we make everybody else do. They are the exemption. And in every single situation, boy, did it piss people off, the team-

Andy Roark:
The staff gets really upset.

Stephanie Goss:
Yeah. And because whether it was they could just come in and take meds off the shelf like you were saying, or they didn't ever follow any of the rules. I remember vividly getting into it with the team because we had a rule in our clinic about, we wouldn't see patients and do procedures on patients that didn't have a current rabies vaccination, unless there was a valid medical reason. And yet, we had that one best friend of the practice owner who was just like, “I don't want my old dog to get vaccines.” And it was like, “Oh, they don't need to get it.” And the team was like, “Well, we would make any other client get a rabies vaccine if they were going to have a dental, but we're not going to make them.” And so I do think that it is important to recognize that as a whole. It tends to go in the negative direction a lot more than it does in the positive direction. And so I think-

Andy Roark:
I don't know. I don't know. I'm going to push back on you here. I don't know. I don't know if it really does because here's the thing, everybody remembers that client you were just talking about. You know what I mean?

Stephanie Goss:
Sure. Yeah, yeah.

Andy Roark:
But there may have been seven other clients that were friends and they just come in, they're respectful, they're nice. No one really pays that much attention. You know what I mean? They just get their little discount. They thank the front desk and they walk out and no one thinks twice about it. But it's that one and everybody remembers it. But that was sort of my point about, it really depends is because you could have a bunch of friends and family, and they're respectful, and they're blah, blah blah, and the staff is fine with this. Or you could have one and that person walks in the back and takes meds off the shelf and things like that, and they're like, “This is a nightmare.” Really, it's that big of variation.
And so it's really hard to set. It's really hard to set any sort of rule. I would never be like, “You can have five people.” It depends on the five people and how they behave and how the staff feels and all those things. But anyway, to your point, it's about, does it always go that bad? I don't know. Or do we just remember the ones that went bad and do they really stand out? I don't know. I don't know.

Stephanie Goss:
That's fair. That's fair. Because you're right in that for each one of those bads, I can think about goods in those same practice who were the regular clients who followed the rules, and they got their 5% off and it was totally fine. So I think that's a super fair point. And I think where I was trying to go with it was that there is the potential for that to be what the team remembers, is that one client because that does stick out really easily in our head. Right? And so I think from the practice owner's perspective, when you think about head space and getting into a head space to tackle what are you going to do and how are you going to do it, remembering that clear is kind and that fairness is going to be subjective.
And that your team, you are going to have to have the conversation and you might have the conversation today, you might have it six months from now, but what you decide today may not be the same. And I would agree with you, especially when it comes to friends and family, because friends and family is where just I feel like as humans, a lot of us struggle with boundaries more than anything, but it's pretty easy to have boundaries with a total stranger for the most part. This is our policy, take it or leave it. It's a lot harder to have those same boundaries with friends and family.
And so if you start wide and say, “I love you, thank you so much for making this happen. Come in. I'm not going to charge you for any of this care that your pet is going to need today,” if you start down that path, it is a lot harder to take that away and be like, “Oh, well, now the clinic's making money and so now I'm going to have to charge you.” That is a hard path to walk. So I think your point there is super important to think beyond just today and think about that long-term perspective and know that you can always give them an extra something down the road, but it's really hard to take it away once you've gotten something started.

Andy Roark:
This is not about friends and family. This is just my thoughts on discounting in general. And I talk about this all the time. I believe in intentional discounting, meaning not just willy-nilly giving stuff away. That is the path to ruin. I see it all the time. Just the person walks in, you're like, “I don't charge them for that” or “Let's just take that offer. I don't know. They already paid for a bunch of stuff, let's just not charge them for this.” That kind of willy-nilly, however, I feel discounting is that is bad, is bad for the business.
Here's the other thing too. The research shows that it doesn't make you happy when you just willy-nilly give things away. If you decide these are the people that I'm going to help or this is how I'm going to help, these are the mechanisms I'm going to help, this is a program we're going to place, the research says, you'll be more proud of that. You will know that you were doing it. You will be able to look back and you're like, “How did I help people?” And you will know, “I did this thing, I had this program, I gave this time,” whatever, but you intentionally decided, “I was going to help these people.”
And you know that your money, or your time, or your services or whatever are going through something that you decided was good to do. And so you can intentionally discount. You can budget that. Everything feels more in control. The staff understands why we're doing what we're doing. All of those things are important. So there's intentional discounting, but I would even step back further than that. And so my first thought here is, let's just do a quick, just a real quick truthfulness check. When we say, I want to do this because my love language is gifts, are we doing this because you have decided that these are people you want to give back to? Or are we doing this because you think that people will like you if you give them free stuff? Are you doing this because your value as a person is influenced by your generosity to your friends and family?
And again, I don't know this person at all, but I have seen a lot of people who were making choices about discounting because they want to be popular or because they didn't want to make anybody upset or they wanted to get along. And so my real thought is, again, I don't think that much about family, but friends and stuff. And so I go, okay, the first part of intentional discounting is, why do I want to support this person, and just decide. And again, I'm not saying right or wrong or anything, but it should not be this person smiles when I see them, and so I'm going to not charge them what I charge other people who I don't know. That doesn't make any sense. That's not fair. It's not fair and it doesn't really help anybody in a significant way or anything like that. And so I would start with, why are we doing this? And then I would move on into sort of more specific to what the program looks like.

Stephanie Goss:
And I think I'm glad that you said that because from the letter that we got, I don't get that that is the sense of where this person is at. They had clear examples of like, “My in-laws and my parents or the people who really supported me on this journey.” And so I can clearly see they do care and it is an act of service and a love language to gift them. You've supported me and now I want to pay you back and take care of your pets. So you can totally see that. And to your point, I can also see that same person struggling down the road with like, “Oh, well this is somebody that I care about now. Do I give them the same discount?” The same situation is not in play. I didn't just open my practice. Now I've been open for a year and a half, but this person, now I have a new sister-in-law, now I have new brother-in-law. Am I just going to extend them the same discount because they're my in-laws? And my other in-laws got this discount when we first started. And so now I'm going to…
I'm glad that you said that because I do think that from that big picture perspective, taking the step back and looking at, why are you doing it, who are you trying to serve, and why are you trying to serve them is really, is a good, clear head space to start because I think that there will be questions at some point down the road whether it comes from yourself, whether the questions come from your team, or whether it comes from friends and family who are maybe hitting you up for a discount. I've absolutely had people be… But I'm like, “Don't your friends get a discount?” No, I have to answer that question as a team member or as a practice owner. And so that may not be the situation today, but at some point in the future, that will be a question that you come up against. And so figuring out why you're doing what you're doing is a really important piece of the head space. So I'm glad you said that.

Andy Roark:
Yeah. That's important to me, is just to get my head around, “What are we doing here?” As opposed to just, “I'm giving money away because it feels good.”

Stephanie Goss:
Totally. Anything else for you from a head space perspective?

Andy Roark:
Well, one more thing. I was going to put in the action stuff, but I'll put it here as well. And this goes back to about my friends as clients and stuff like that. I just tell you, this is just personal head space from me. I'm not going to tell anybody else how to think about it or whatever, but I personally like to separate myself from my job. I go in and I do the vet stuff and I like it, but I want to be Andy when I'm not at the vet clinic and not Dr. Andy, just Andy. And so I do think a lot about that.
The last thing that I would say here is if you see what I'm saying and you're like, “You know what? I also have some concerns about kind of weaving my practice life into my personal life.” And again, this is different from your family because you want to help your family out and I get it. You can give and be generous in different ways. Just because you're a veterinarian and you own a practice, that does not mean that's how you have to give to your friends. It just doesn't. There's other things that you can give in other ways.
And so does it make you a lesser person if you charge someone full price at your vet clinic, and then come and help them move a couch up their stairs when they need it? I don't know that it does. You know what I mean? Is it if you host the neighborhood Christmas party, do you need to give everyone in the neighborhood a discount at your vet clinic? You know what I mean? It's not the same. And so when you start thinking about head space, I would say, just don't fall in the trap of, I am a veterinarian or I own a vet clinic and so gifts from me must necessitate professional services. You can give professional services away to no one and also be a very generous person.

Stephanie Goss:
Right. Yep. I love that so, so much. I'm glad that you said that.

Andy Roark:
Cool. Let's take a little break and we'll come back and try to get into some action steps here, how we set this up.

Stephanie Goss:
Okay.
Did you know that we offer workshops for our uncharted members and for our non-members? So if you're listening to today's podcast and you are not a member of Uncharted yet, you should be, but this is not a conversation about joining Uncharted. This is a conversation about all of the amazing content that we have coming at all of you, whether or not you're a member through our workshop series. You should head over to the website at unchartedvet.com/events and check out what is coming. We have got an amazing lineup on the regular. We've got something every month, sometimes two or three things in a month coming at you to expand your brain, to talk about leadership, to talk about practice management, and dive into the kind of topics that Andy and I talk about on the podcast every week.
So now's your chance, stop what you're doing, pick up your cell phone, I know it's not far from you, and type in unchartedvet.com/events. See what's coming and sign up. They are always free to our uncharted members and they have a small fee attached to them if you are not currently a member. You can get all of the details, pricing, dates, times, and register. Head over to the website now. I want to see you there.

Andy Roark:
All right. So I think for action steps, I think we should start with intentional action, figure out what you're going to do. Again, here's where I'm going to throw a wrench into the work for a lot of people and say, “I'm still, I'm going to beat this drum.” I'm not convinced that you have to have a program at your practice where people come in and they just get a discount. I think you should think about who you're trying to help and how you're trying to help them. I would be personally, again, it depends on how big your family is, what you're trying to do, things like that. I would be much more open to the idea of trying to figure out how to do, I don't know, a separate program to help out my friends and family.
Maybe I take one Saturday every couple of months and say, “Guys, I'm doing vaccines over at the house. If you guys want to come over on Saturday, I've got the cloud pin software pulled up, but I'll bring you guys in. I'll do this. I won't have any of my technicians there or I'll have one technician there and pay them or whatever, but I'll bring everybody over. I'll do this little program, blah, blah, blah.” But it's not people coming into the practice, going through our process, taking up tech time, things like that. I'm just saying, “No, this is a little thing that I can do that is separate and I can intentionally do it. And it does not distract from the work of others. It's not putting my friends onto my staff in a way that makes their jobs harder, their lives harder,” things like that.
I think honestly, I'll tell you this. I think you're being really generous if you have an open door policy where your friends can call you and ask you about their pets. I personally don't like that and that's why I don't want my friends as my clients. Again, I'm not trying to be a real curmudgeon about it, but I got kids and I like to go home and I like to be off, and I don't really like people calling me and shaking me down for vet advice or things like that. And of course, I'll help you if you call me, but I'd really prefer that I not get a bunch of calls. And as your friend network expands, you can get a lot of people doing that. And so I personally just like to have some boundaries about when I'm available, when I'm not.
But I mean, I would say the idea that you take someone's phone calls after hours, you invite them to bring their pet by your house so you can have a look, you set up a little gathering to do vaccines or wellness care or things like that for your family or your friends, you do things like that, but then you don't give them a discount whenever they walk into the vet clinic or let them come in with no appointments or things like that. And that makes you not a generous person. I go, “I don't buy that for a second.” And so anyway, it goes back to being intentional. I'm not trying to be stingy about it at all, but I really do think that you can be very generous with people and not have a discount at your vet clinic. I do believe that.

Stephanie Goss:
Yeah. I think for me, from figuring out what to do, what I will say is I think after my feelings around discounting and what do we do for our teams and for friends and family have changed up, down, backwards, sideways over the years because I've done it a bunch of different ways and I've experienced it different ways in different practices. And the why being different in different places. And so I think for me then, this is purely personal, figuring it out meant deciding why I was doing it and what I was trying to get out of it.
And the most clear head space that I have ever been able to get into as a leader and as a practice owner would be to say, “I want the experience for my team.” And this for me, holds true for friends and family, to be the same experience that I would provide for any other client because the why for me is that I want our practice to be a place that any member of my team, any member of my friend group or family wouldn't hesitate to recommend to anybody that they meet to bring their pet into my practice.
And so for me, if that's my why, then it makes it a lot more clear on how I am going to deliver that. Because if I want my team to experience the same level of service that clients experience, that does not mean that their pets get stuck in a cage until the end of the day and dealt with after everybody else goes home. It does not mean that they get the short end of the stick. It doesn't mean a lot of things that we can see happen in practice when it comes to taking care of staff pets.
And the same goes for clients. Totally, I like your idea, Andy, and the outside the box thinking of, well, maybe you do a special thing for them and you figure out what that looks like. And I could totally see that. And at the same time, if my why… For me, my why was about, I want them to experience, I want them to come in. I want them to hear the same spiels from my team. I want them to build the relationships with the team. I want them to have that same kind of white glove experience that I personally cultivated in my practice. And this is totally me speaking from my personal experience here. So not going to be the right fit for everybody.
So for me, I would have a hard time with that because I wouldn't want to… It's funny talking about this. Patty's going to kill me. So when I started working in VetMed, it was a million years ago and we were just kind of transitioning. I grew up with pets that lived in the backyard. They didn't come in the house. And when I started working in VetMed, we had just transitioned and I remember vividly to having our first dog that kind of lived in the house. And God, we love Mercy. She was the best dog. But my parents were not my ideal client now, my parents were far from that ideal client.
It was the bare minimum. They didn't get dentals. We didn't do a lot of the things. And that was because the medicine has changed, but also, because of how we related to our pets has changed significantly. And when I think about about the care that I provided in the beginning for my own pets, it was not the same care that I was recommending in the practice. It was like, well, I know what the bare minimum is, and so I'm just going to do the bare minimum for your pets because that's how you have always treated them. And I think I deprived myself and my family the opportunity to learn and grow and believe in the things that I truly did believe in the practice. And so I think for a lot of us, there is the potential to have that discrepancy there.
And so I think for me, that's a big part of the figuring out what that why is and what you're going to do, because I think it will help you figure out how do you then action plan it. And so for me, I wanted my parents ultimately to experience it. And so I started forcing my mom. I'm like, “Nope, you have to call the clinic and you can talk to me as the CSR upfront, but you have to call the clinic and make an appointment. I'm not going to make an appointment for you. I want you to fill out the survey when you leave. I'm not going to tech your appointment. Somebody else is going to go in there because I want to get the feedback. I want to know how are we doing? How did we stand up to what… I want you to experience it like any other client.” That became a motivator for me as a leader with my own family, but also with my team.
And so figuring that out really, really helped me to have clarity and that ability to see clearly with figuring out, what is my protocol? What is my policy? How am I going to approach this? And really not have it just be willy-nilly. Or I don't know, this is what I decided at two o'clock in the morning and I wrote it down. So that's what we're going to do, which is when we're starting up a practice, that's where a lot of us start from. And so I think, for me, what is right for me is not necessarily what's going to be right for you, Andy, as Dr. Andy, or what's going to be right for our friends who owns the practice down the street. But whatever is the driver, figuring out the why behind that will help you figure out then the what are you going to do with it.

Andy Roark:
Yeah, I know. I agree with that. It's funny. We've talked about kind of blowing off staff pets before when they bring them in. Look, talk is cheap and people watch what you do. And so if you have your friend come in and you're just like, “Hey, come on in. Let me just do these vaccines for you real quick. All right. You're all set. All right, take care, buddy.” That sends one of two messages, right? It either sends a message that you don't really care about your friend's dog because you just popped him with vaccines and sent them out, or that all the hand waving you do about how important your exam is, is bullshit. Because when it's your friend, you just pop them with vaccines and send them out the door and whether they're like that-

Stephanie Goss:
But when it's the team… Yep.

Andy Roark:
Because that's what they need. You know what I mean? And so you can choose either of those two beliefs. You either don't care about your friend's dog or you don't care about all the other dogs because really, just doing what you need for your friend's dog and everybody else is getting a bunch of hand waving. You know what I mean? And so the staff is always watching. They're always watching. And again, I want to keep this in proportion where it's not like if you bring your friend Dave's dog in one time and do this, everything you've worked with your staff goes out the window. Of course, it doesn't. It's all a matter of proportionality and those sorts of things. So again, I don't want to over-generalize and say, if you do this one time or you behave this way once, your whole credibility is destroyed, but it does take a toll. And so it's just a lot of that.
So anyway, I think sort of to summarize the takeaways for me with the friends and family discount is be intentional on why you're doing this and that will help you sort of figure out who you're doing it for. Consider doing things that are not just inside your vet clinic, whether it's things that don't have anything to do with vet medicine or whether you set it up and say, “You know what? I do this with my neighbors.” If they'll text me or they'll see me and they'll say, “I'm really worried about my dog.” And I'll say, “Bring her over to the house and let's have a look.” And I do that, and I don't charge them for that, but I do. I just come, and I look, and I honestly try to help them.
And sometimes I'll say, “You need to go into the vet clinic.” And when they get to the vet clinic, they get an exam and they get those things. But a lot of times, just telling them, “Hey, let's give it until tomorrow. Let's see how it goes here. Here, I want you to just keep this clean. Let's see what we got. Bring her back in the morning and I'll take a look.” I mean, that's a very generous thing on my part that I don't charge for, but it's also, I don't consider it discounting.
And when they go to the vet clinic, they go in and they get checked in. Ideally, they see another vet besides me. I always just prefer that, but it's kind of what you want it to be. If you're going to decide that we're going to do friends and family discounting at least for friends, I would say be intentional about what that means and who gets that, and then I would make real sure that your friends' discount is not better than your staff discount. I mean, that may sound common sense, but I've seen friends get bigger discount than the staff who works there for you. And that doesn't generally go over very well.

Stephanie Goss:
Not at all. Not at all. And that was what I was going to say, is that, so the fairness is subjective, but the equity is very, very important. And your team is there day in, day out. And yes, it's not discounting the emotional value of your friends and family supporting you on your journey. That is very important. And I think that's why I am so glad that you brought up. You can have gifts and give acts of service outside of the vet clinic. The clinic is not the only currency that you have when it comes to your love language. And so I'm so glad that you said that because your team, that piece matters to them because that is the currency for you with them, how you treat them, how you take care of them. And to your point at the beginning of the episode, all of those other things, how they get paid, their benefits, all of those things mash up together and create that equality and that fairness piece.
And so I have absolutely seen it bite people in the butt where you tell the team, “I can only give you what the IRS allows,” but then you give your parents stuff for free and they have to put those charges in and zero it out. There's no faster path to having a pissed off team than that inequity, right?

Andy Roark:
Right.

Stephanie Goss:
And so, I'm so glad that you bring that up. And I think that that is a smart path to walk, which is whatever you're going to do for your team, make sure that your friends and family discount, particularly if you're extending it in a broad sense, does not go beyond what you're giving your team. That's just a common sense rule of thumb.

Andy Roark:
Well, And I'll tie onto that, because I think that's a really great point about giving what IRS allows, and then having your team put stuff in and zero it out. Just be mindful about perception and stuff and don't rub their face in it. And so if you're going to have your parents come in and everything, have your team put the charges in, and then just tell your parents, “Hey, I'll send you a bill if there's anything left.” And then have the managers zero it out, or you zero it out, or something later on. But just having the staff do it, and then see it and it just… And again, it depends on the individual. 90% of the staff, they don't care. They totally get it. They wish they could do it for their family, but a certain percentage of the staff is going to care. And the less that they kind of see it, the better.
When you have friends and family come in for things like this, and this is a big one for me, they have to go through the system, where I think what it really hacks the staff off is not so much the money. It's people who come in without an appointment. They walk right into the back, which is the realm of the staff, and act like they own the place and this is their place, not the staff's place.
And again, I don't know if any of your friends would do that, if any of your family members would do that, but I want to take care of my staff as they take care of my friends, which means you should have an appointment. You should come in, you should get seen. The technician should take the history. We should do the whole song and dance, and then I'll send you a bill if there's anything left to pay. And what that means is I'll have the manager zero it out, or I'll look at it and see what we can do, but I'm not going to make the staff do it, things like that. That's a distinct possibility.

Stephanie Goss:
And I have to really quick hop on my soapbox for just a hot second because this is a new practice owner. And I have to hop on what the IRS allows, soapbox for a hot second, because it comes up over and over, and over, and over again. And I have seen so many practice owners use this almost as a weapon in terms of arguing their policy for staff discounts, and nothing puts my back up faster. So the IRS, there are rules, but the phrase, what the IRS allows, is totally misnomer. Because the IRS will allow you. You can discount 100%. If you want to give your team 100% discount on everything, you can do that. What the IRS says is that they have to pay tax on it. It has to be claimed as income.
And so there is paperwork that has to be done, but you can absolutely have a staff discount policy that says, your team gets everything at cost or gets it at 100% discount for services or whatever your policy is. Where people get confused is because what the IRS says is, “We've set a threshold.” So you can do a percentage off on services and do cost plus 10%, so it's 20% off on services and cost plus 10 on goods, that's their threshold. And so realistically, that's where they say, “Look, we'll allow you to discount to this amount without us getting our nose out of joint. Anything beyond that, you have to do the paperwork on it because we want to claim our tax on it, and the government needs to get their piece.”
And so, so many people are like, “Well, I can't give a bigger discount. I can't do this because the IRS says, this is all I'm allowed to do.” You can do whatever it is that you want to do. And so as a new practice owner, knowing that and figuring out, again, to your point earlier, the why, why are you doing the thing? How are you giving back to them? For me, I wanted my team to experience the care that our clients got to experience.
And so you bet your butt, if our standard of care was that every patient who had dental disease was recommended to get a dental cleaning once a year, I wanted my team to be able to access that care. And so my employee discount program was set up to support that. And a dental at our practice was not an inexpensive thing. And so, I had team members who… We lived in a very expensive part of the country in California, in the Bay Area, and there was a lot of them who even though we paid them well, were still living paycheck to paycheck and doing our dental at our client prices, put that care out of reach for their patients, for their pets.
And so for me, it was about getting them to access that care. So we gave a bigger discount, and then we did the paperwork, and they knew that and we were clear about it. It was very clearly spelled out. I answered all of their questions. I kept answering questions. It wasn't just the conversation at hire. And so I bring all this up and get on my soapbox for a second because I think that I've seen so many practice owners use this as like, “Well, my hands are tied, and so this is what I can do.” And we use that. That gets used as a weapon with our team, but we look the other way when it comes to our friends and family. And that's bullshit, for me.
And so I can't resist, I had to jump on that soapbox for a second because that's where the equity comes into place. If you're going to use that as a weapon with your team and say, “Well, the IRS says I can only give you 20% off,” then you sure as hell better be prepared to answer their questions about why your friends and family get it at a 100% discount.

Andy Roark:
Yeah. Sure. And I'll get on my soapbox here at the end. My last point on this is, when I talk about the discounting and things like that, I believe that we should price our services fairly and intentionally. I think when you decide what you charge for your services, you should act with integrity.

Stephanie Goss:
Sure.

Andy Roark:
You should be honest about what your clinic needs to make. You should not feel guilty about earning a decent living for yourself. You should not feel guilty about demanding to be able to pay your team a good salary. You should not feel bad about having a profitable business that has some value to it. And you should also be able to look people in the eye and sort of say, “This is what we need to charge for what we do.” Now granted, that doesn't mean we can't do some discounts for the staff or things like that, but I just found that when I looked at it holistically and said, “This is what we need to charge in order to do what we need to do,” I have a lot less trouble saying to people, “This is what it costs.”
And it made me feel better about deciding intentionally what I want to do to give back, and then just sort of saying, “I don't really play with the prices.” I think I have this sort of negative just aversion to changing prices because I think it's a bad habit. And I think that it's a slippery slope and you get way too comfortable not charging for things and just taking the price down on things. And I think that if you're in an independent practice, I think that's a bad habit to get into. They don't have that practice in a corporate, that problem in a corporate practice. You're not doing friends and family discount when you work for a multi-site practice. I just think it's something that independents need to look out for because it's a slippery slope. And so anyway, if you've gotten the impression, I'm not a huge fan of it today, you're right.

Stephanie Goss:
Oh man, this was fun.

Andy Roark:
Yeah, that's good. I'm going to go spend some time with Skipper, make sure he's doing okay.

Stephanie Goss:
Bolster his confidence?

Andy Roark:
Bolster his confidence, make sure he still knows he's a good boy, give him some affirmations.

Stephanie Goss:
I can't.

Andy Roark:
I know. His love language is gifts too, so he is going to get a treat. Yeah.

Stephanie Goss:
I love it. Take care, everybody.

Andy Roark:
See you later, everybody.

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: communication, culture, management, Practice ownership

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